Instuitional Investor - Jgp Global Gestao De Recursos Ltda.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	New Gold Inc	NGD	6,500,000	$16,120,000	36.68%
2.	Stoneco Ltd.	STNE	764,797	$6,095,432	13.87%
3.	Eli Lilly & Co	LLY	2,387	$1,842,764	4.19%
4.	Beigene Ltd.	BGNE	9,374	$1,731,472	3.94%
5.	Incyte Corp	INCY	24,633	$1,701,401	3.87%