The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC ADBE-USAA 00724F101 11,008 40,000 SH   SOLE 0 40,000 0 0
ALPHABET INC-CL A GOOGL-USAA 02079K305 8,151 85,216 SH   SOLE 0 85,216 0 0
AMAZON.COM INC AMZN-USAA 023135106 5,614 49,681 SH   SOLE 0 49,681 0 0
AMERICAN HOMES 4 RENT- A AMH-USAA 02665T306 492 15,000 SH   SOLE 0 15,000 0 0
AMERICAN TOWER CORP AMT-USAA 03027X100 9,017 42,000 SH   SOLE 0 42,000 0 0
APPLE INC AAPL-USAA 037833100 10,652 77,075 SH   SOLE 0 77,075 0 0
ARCOS DORADOS HOLDINGS INC-A ARCO-USAA G0457F107 12,225 1,676,889 SH   SOLE 0 1,676,889 0 0
BANCO BRADESCO-ADR BBD-USAA 059460303 15,055 4,090,900 SH   SOLE 0 4,090,900 0 0
BJ'S WHOLESALE CLUB HOLDINGS BJ-USAA 05550J101 9,542 131,054 SH   SOLE 0 131,054 0 0
BLACKSTONE INC BX-USAA 09260D107 12,968 154,940 SH   SOLE 0 154,940 0 0
CONSUMER DISCRETIONARY SELT XLY-USAA 81369Y407 1,524 10,700 SH   SOLE 0 10,700 0 0
CORP AMERICA AIRPORTS SA CAAP-USAA L1995B107 1,189 179,089 SH   SOLE 0 179,089 0 0
CROWN CASTLE INC CCI-USAA 22822V101 19,919 137,800 SH   SOLE 0 137,800 0 0
DUN & BRADSTREET HOLDINGS IN DNB-USAA 26484T106 9,577 772,934 SH   SOLE 0 772,934 0 0
ECOLAB INC ECL-USAA 278865100 6,718 46,520 SH   SOLE 0 46,520 0 0
ENERGY SELECT SECTOR SPDR XLE-USAA 81369Y506 8,510 118,166 SH   SOLE 0 118,166 0 0
ESTEE LAUDER COMPANIES-CL A EL-USAA 518439104 2,605 12,067 SH   SOLE 0 12,067 0 0
FISERV INC FISV-USAA 337738108 10,539 112,630 SH   SOLE 0 112,630 0 0
FXI 29 STRIKE AMER CALL 11/18/2022 FXI/A221118C29-USAA 464287184 395 10,000 SH Call SOLE 0 10,000 0 0
INVESCO QQQ TRUST SERIES 1 QQQ-USAA 46090E103 12,382 46,330 SH   SOLE 0 46,330 0 0
INVITATION HOMES INC INVH-USAA 46187W107 507 15,000 SH   SOLE 0 15,000 0 0
ISHARES CHINA LARGE-CAP ETF FXI-USAA 464287184 13,840 535,200 SH   SOLE 0 535,200 0 0
ISHARES EXPANDED TECH-SOFTWARE IGV-USAA 464287515 46,865 187,362 SH   SOLE 0 187,362 0 0
ISHARES RUSSELL 2000 ETF IWM-USAA 464287655 12,204 74,000 SH   SOLE 0 74,000 0 0
KRANESHARES CSI CHINA INTERN KWEB-USAA 500767306 10,102 410,000 SH   SOLE 0 410,000 0 0
LOWE'S COS INC LOW-USAA 548661107 15,502 82,540 SH   SOLE 0 82,540 0 0
MATERIALS SELECT SECTOR SPDR XLB-USAA 81369Y100 12,883 189,430 SH   SOLE 0 189,430 0 0
MERCADOLIBRE INC MELI-USAA 58733R102 13,488 16,294 SH   SOLE 0 16,294 0 0
MICROSOFT CORP MSFT-USAA 594918104 21,194 91,000 SH   SOLE 0 91,000 0 0
MICROSOFT CORP MSFT-USAA 594918104 9,677 41,549 SH   SOLE 0 41,549 0 0
NIKE INC -CL B NKE-USAA 654106103 6,582 79,189 SH   SOLE 0 79,189 0 0
NUTANIX INC - A NTNX-USAA 67059N108 5,410 259,732 SH   SOLE 0 259,732 0 0
ORACLE CORP ORCL-USAA 68389X105 15,573 255,000 SH   SOLE 0 255,000 0 0
SHERWIN-WILLIAMS CO/THE SHW-USAA 824348106 13,782 67,309 SH   SOLE 0 67,309 0 0
SPDR S&P MIDCAP 400 ETF TRST MDY-USAA 78467Y107 6,025 15,000 SH   SOLE 0 15,000 0 0
SPY 300 STRIKE AMER PUT 10/21/2022 SPY/A221021P300-USAA 78462F903 74 1,200 SH Put SOLE 0 1,200 0 0
SPY 330 STRIKE AMER PUT 12/16/2022 SPY/A221216P330-USAA 78462F903 1,002 1,200 SH Put SOLE 0 1,200 0 0
SPY 350 STRIKE AMER PUT 11/18/2022 SPY/A221118P350-USAA 78462F903 532 500 SH Put SOLE 0 500 0 0
SPY 350 STRIKE AMER PUT 12/16/2022 SPY/A221216P350-USAA 78462F903 2,797 2,000 SH Put SOLE 0 2,000 0 0
SPY 355 STRIKE AMER PUT 10/21/2022 SPY/A221021P355-USAA 78462F903 407 500 SH Put SOLE 0 500 0 0
SPY 358 STRIKE AMER PUT 10/21/2022 SPY/A221021P358-USAA 78462F903 280 300 SH Put SOLE 0 300 0 0
SPY 375 STRIKE AMER PUT 10/21/2022 SPY/A221021P375-USAA 78462F903 1,906 1,000 SH Put SOLE 0 1,000 0 0
SPY 387 STRIKE AMER PUT 10/21/2022 SPY/A221021P387-USAA 78462F903 506 175 SH Put SOLE 0 175 0 0
SPY 398 STRIKE AMER CALL 10/21/2022 SPY/A221021C398-USAA 78462F903 18 600 SH Call SOLE 0 600 0 0
SPY 410 STRIKE AMER PUT 12/16/2022 SPY/A221216P410-USAA 78462F903 5,200 1,000 SH Put SOLE 0 1,000 0 0
TENET HEALTHCARE CORP THC-USAA 88033G407 6,791 131,660 SH   SOLE 0 131,660 0 0
T-MOBILE US INC TMUS-USAA 872590104 15,508 115,585 SH   SOLE 0 115,585 0 0
TOLL BROTHERS INC TOL-USAA 889478103 4,200 100,000 SH   SOLE 0 100,000 0 0
VANECK GOLD MINERS ETF GDX-USAA 92189F106 6,585 273,000 SH   SOLE 0 273,000 0 0
VTEX -CLASS A VTEX-USAA G9470A102 1,406 380,000 SH   SOLE 0 380,000 0 0
WASTE CONNECTIONS INC WCN-USAA 94106B101 9,435 69,819 SH   SOLE 0 69,819 0 0