Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting NATURA &CO HLDG S A,NTCO,ads,Sell,63884N108,237307000.0,10458657.0,19.546 TEMPUR SEALY INTL INC,TPX,,Buy,88023U101,202571000.0,5168939.0,16.685 VALE SA,VALE,sponsored ads,Sell,91912E105,115352000.0,5057066.0,9.501 ALPHABET INC,GOOG,cap stk cl c,Buy,02079K107,83182000.0,33189.0,6.851 APPFOLIO INC,APPF,,Buy,03783C100,80474000.0,569932.0,6.628 MERCADOLIBRE INC,MELI,,Sell,58733R102,78287000.0,50255.0,6.448 DATADOG INC,DDOG,,Buy,23804L103,76669000.0,736635.0,6.315 XP INC,XP,cl a,Sell,G98239109,61925000.0,1421939.0,5.101 ANHEUSER-BUSCH INBEV SA/NV,BUD,sponsored adr,Buy,03524A108,61489000.0,853896.0,5.065 FACEBOOK INC,FB,cl a,Buy,30303M102,56809000.0,163380.0,4.679 STONECO LTD,STNE,,Buy,G85158106,43970000.0,655681.0,3.622 OKTA INC,OKTA,cl a,Buy,679295105,25669000.0,104910.0,2.114 SPOTIFY TECHNOLOGY S A,SPOT,,New,L8681T102,18261000.0,66260.0,1.504 ITAU UNIBANCO HLDG S A,ITUB,spon adr rep pfd,Buy,465562106,14484000.0,2409911.0,1.193 LOMA NEGRA CORP,LOMA,sponsored ads,Sell,54150E104,13661000.0,2005999.0,1.125 RYANAIR HOLDINGS PLC,RYAAY,sponsored ads,Buy,783513203,10154000.0,93839.0,0.836 RIBBIT LEAP LTD,LEAPU,unit 99/99/9999, ,G7552B121,8655000.0,779011.0,0.713 WALDENCAST ACQUISITION CORP,WALDU,unit 03/11/2026, ,G9460C126,8323000.0,810000.0,0.686 TCV ACQUISITION CORP,TCVA,,New,G8704C124,7197000.0,726237.0,0.593 GERDAU SA,GGB,spon adr rep pfd, ,373737105,4785000.0,810964.0,0.394 RIBBIT LEAP LTD,LEAP,,Buy,G7552B105,4654000.0,435325.0,0.383 RIBBIT LEAP LTD,LEAPWS,*w exp 09/09/202,Buy,G7552B113,195000.0,87065.0,0.016 ALTIMETER GROWTH CORP,AGCUU,unit 99/99/9999,Exit,G0370L124,0.0,-63998.0,-0.071