Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting MERCADOLIBRE INC,MELI,,Buy,58733R102,264864000.0,441652.0,27.557 LINDE PLC,LIN,,Sell,G5494J103,171484000.0,687492.0,17.841 AVON PRODS INC,AVP,,Buy,054303102,161577000.0,32261002.0,16.811 ELECTRONIC ARTS INC,EA,,Buy,285512109,103905000.0,824934.0,10.81 TEMPUR SEALY INTL INC,TPX,,Sell,88023U101,92388000.0,929345.0,9.612 COSAN LTD,CZZ,,Sell,G25343107,61446000.0,4123874.0,6.393 GARRETT MOTION INC,GTX,,Buy,366505105,48812000.0,3806058.0,5.078 SIX FLAGS ENTMT CORP,SIX,,Sell,83001A102,45879000.0,701340.0,4.773 LOMA NEGRA CORP,LOMA,sponsored ads,New,54150E104,5690000.0,989555.0,0.592 VALE SA,VALE,sponsored ads,Sell,91912E105,5108000.0,444156.0,0.531 ANHEUSER-BUSCH INBEV SA/NV,BUD,sponsored adr,Exit,03524A108,0.0,-220080.0,-2.487