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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AAPL 135 STRIKE AMER PUT 01/20/2023 AAPL/A230120P135-USAE 037833950   720 1,000 SH Put SOLE 0 1,000 0 0
APPLE INC AAPL-USAA 037833100   12,990 99,975 SH   SOLE 0 99,975 0 0
ALLY 21 STRIKE AMER PUT 02/17/2023 ALLY/A230217P21-USAA 02005N950   325 5,000 SH Put SOLE 0 5,000 0 0
AMERICAN TOWER CORP AMT-USAA 03027X100   20,127 95,000 SH   SOLE 0 95,000 0 0
AMZN 75 STRIKE AMER PUT 02/17/2023 AMZN/A230217P75-USAA 023135106   263 1,000 SH Put SOLE 0 1,000 0 0
AMZN 90 STRIKE AMER PUT 02/17/2023 AMZN/A230217P90-USAA 023135106   1,860 2,000 SH Put SOLE 0 2,000 0 0
AMAZON.COM INC AMZN-USAA 023135106   4,173 49,681 SH   SOLE 0 49,681 0 0
ARCOS DORADOS HOLDINGS INC-A ARCO-USAA G0457F107   14,019 1,676,889 SH   SOLE 0 1,676,889 0 0
BJ'S WHOLESALE CLUB HOLDINGS BJ-USAA 05550J101   18,595 281,054 SH   SOLE 0 281,054 0 0
BX 60 STRIKE AMER PUT 02/17/2023 BX/A230217P60-USAA 09260D957   123 1,000 SH Put SOLE 0 1,000 0 0
BLACKSTONE INC BX-USAA 09260D107   11,495 154,940 SH   SOLE 0 154,940 0 0
CORP AMERICA AIRPORTS SA CAAP-USAA L1995B107   1,563 179,089 SH   SOLE 0 179,089 0 0
CAR 160 STRIKE AMER PUT 01/20/2023 CAR/A230120P160-USAE 053774955   353 500 SH Put SOLE 0 500 0 0
CAR 100 STRIKE AMER PUT 03/17/2023 CAR/A230317P100-USAA 053774955   41 250 SH Put SOLE 0 250 0 0
CAR 160 STRIKE AMER PUT 03/17/2023 CAR/A230317P160-USAA 053774955   878 500 SH Put SOLE 0 500 0 0
CROWN CASTLE INC CCI-USAA 22822V101   20,048 147,800 SH   SOLE 0 147,800 0 0
COPART INC CPRT-USAA 217204106   3,653 60,000 SH   SOLE 0 60,000 0 0
CROWDSTRIKE HOLDINGS INC - A CRWD-USAA 22788C105   7,834 74,400 SH   SOLE 0 74,400 0 0
DOLLAR TREE INC DLTR-USAA 256746108   9,901 70,000 SH   SOLE 0 70,000 0 0
DUN & BRADSTREET HOLDINGS IN DNB-USAA 26484T106   11,546 941,781 SH   SOLE 0 941,781 0 0
ECOLAB INC ECL-USAA 278865100   2,259 15,520 SH   SOLE 0 15,520 0 0
ISHARES MSCI EMERGING MARKETS EEM-USAA 464287234   30,320 800,000 SH   SOLE 0 800,000 0 0
ELASTIC NV ESTC-USAA N14506104   1,571 30,500 SH   SOLE 0 30,500 0 0
ISHARES MSCI JAPAN ETF EWJ-USAA 46434G822   14,442 265,280 SH   SOLE 0 265,280 0 0
FISERV INC FISV-USAA 337738108   4,561 45,130 SH   SOLE 0 45,130 0 0
FXI 29 STRIKE AMER CALL 01/20/2023 FXI/A230120C29-USAE 337738904   1,140 15,000 SH Call SOLE 0 15,000 0 0
ISHARES CHINA LARGE-CAP ETF FXI-USAA 464287184   32,017 1,131,360 SH   SOLE 0 1,131,360 0 0
VANECK GOLD MINERS ETF GDX-USAA 92189F106   3,858 134,600 SH   SOLE 0 134,600 0 0
ALPHABET INC-CL A GOOGL-USAA 02079K305   7,519 85,216 SH   SOLE 0 85,216 0 0
GS 350 STRIKE AMER PUT 01/20/2023 GS/A230120P350-USAE 38141G954   1,338 1,000 SH Put SOLE 0 1,000 0 0
HYG 72 STRIKE AMER PUT 02/17/2023 HYG/A230217P72-USAA 81369Y954   516 6,250 SH Put SOLE 0 6,250 0 0
INTL FLAVORS & FRAGRANCES IFF-USAA 459506101   9,436 90,000 SH   SOLE 0 90,000 0 0
ISHARES EXPANDED TECH-SOFTWARE IGV-USAA 464287515   42,983 168,000 SH   SOLE 0 168,000 0 0
ITW 195 STRIKE AMER PUT 03/17/2023 ITW/A230317P195-USAA 81369Y954   500 2,000 SH Put SOLE 0 2,000 0 0
IWM 165 STRIKE AMER PUT 12/30/2022 IWM/A221230P165-USAE 464287955   0 0 SH Put SOLE 0 0 0 0
IWM 170 STRIKE AMER PUT 12/30/2022 IWM/A221230P170-USAE 464287955   0 0 SH Put SOLE 0 0 0 0
IWM 175 STRIKE AMER PUT 12/30/2022 IWM/A221230P175-USAE 464287955   0 0 SH Put SOLE 0 0 0 0
IWM 175 STRIKE AMER CALL 01/20/2023 IWM/A230120C175-USAE 464287905   1,272 3,000 SH Call SOLE 0 3,000 0 0
IWM 170 STRIKE AMER PUT 01/20/2023 IWM/A230120P170-USAE 464287955   1,644 8,000 SH Put SOLE 0 8,000 0 0
IWM 175 STRIKE AMER PUT 01/20/2023 IWM/A230120P175-USAE 464287955   393 1,000 SH Put SOLE 0 1,000 0 0
ISHARES RUSSELL MID-CAP ETF IWR-USAA 464287499   16,945 251,220 SH   SOLE 0 251,220 0 0
KRE 60 STRIKE AMER PUT 01/20/2023 KRE/A230120P60-USAE 78464A958   723 3,000 SH Put SOLE 0 3,000 0 0
KRE 55 STRIKE AMER PUT 02/17/2023 KRE/A230217P55-USAA 78464A958   293 3,000 SH Put SOLE 0 3,000 0 0
LOWE'S COS INC LOW-USAA 548661107   16,445 82,540 SH   SOLE 0 82,540 0 0
ISHARES IBOXX INVESTMENT GRADE LQD-USAA 464287242   36,901 350,000 SH   SOLE 0 350,000 0 0
MERCADOLIBRE INC MELI-USAA 58733R102   13,323 15,744 SH   SOLE 0 15,744 0 0
MICROSOFT CORP MSFT-USAA 594918104   9,113 38,000 SH   SOLE 0 38,000 0 0
MICROSOFT CORP MSFT-USAA 594918104   6,052 25,234 SH   SOLE 0 25,234 0 0
NIKE INC -CL B NKE-USAA 654106103   6,617 56,550 SH   SOLE 0 56,550 0 0
NUTANIX INC - A NTNX-USAA 67059N108   22,587 867,082 SH   SOLE 0 867,082 0 0
ORACLE CORP ORCL-USAA 68389X105   20,026 245,000 SH   SOLE 0 245,000 0 0
PALO ALTO NETWORKS INC PANW-USAA 697435105   6,014 43,100 SH   SOLE 0 43,100 0 0
RITCHIE BROS AUCTIONEERS RBA-USAA 767744105   6,361 110,000 SH   SOLE 0 110,000 0 0
SHERWIN-WILLIAMS CO/THE SHW-USAA 824348106   15,974 67,309 SH   SOLE 0 67,309 0 0
SPY 385 STRIKE AMER CALL 01/06/2023 SPY/A230106C385-USAE 78462F903   841 2,500 SH Call SOLE 0 2,500 0 0
SPY 385 STRIKE AMER CALL 01/20/2023 SPY/A230120C385-USAE 78462F903   2,816 4,000 SH Call SOLE 0 4,000 0 0
SPY 390 STRIKE AMER CALL 01/20/2023 SPY/A230120C390-USAE 78462F903   708 1,500 SH Call SOLE 0 1,500 0 0
SPY 360 STRIKE AMER PUT 01/20/2023 SPY/A230120P360-USAE 78462F953   67 500 SH Put SOLE 0 500 0 0
SPY 395 STRIKE AMER PUT 01/20/2023 SPY/A230120P395-USAE 78462F953   5,678 4,000 SH Put SOLE 0 4,000 0 0
SPDR S&P 500 ETF TRUST SPY-USAA 78462F103   5,736 15,000 SH   SOLE 0 15,000 0 0
TENET HEALTHCARE CORP THC-USAA 88033G407   11,059 226,660 SH   SOLE 0 226,660 0 0
ISHARES TIPS BOND ETF TIP-USAA 464287176   74,301 698,056 SH   SOLE 0 698,056 0 0
T-MOBILE US INC TMUS-USAA 872590104   18,982 135,585 SH   SOLE 0 135,585 0 0
TOLL BROTHERS INC TOL-USAA 889478103   1,248 25,000 SH   SOLE 0 25,000 0 0
UBER TECHNOLOGIES INC UBER-USAA 90353T100   9,645 390,000 SH   SOLE 0 390,000 0 0
UNILEVER PLC-SPONSORED ADR UL-USAA 904767704   5,410 107,440 SH   SOLE 0 107,440 0 0
VTEX -CLASS A VTEX-USAA G9470A102   1,425 380,000 SH   SOLE 0 380,000 0 0
WASTE CONNECTIONS INC WCN-USAA 94106B101   7,247 54,667 SH   SOLE 0 54,667 0 0
WORKDAY INC-CLASS A WDAY-USAA 98138H101   11,228 67,100 SH   SOLE 0 67,100 0 0
ENERGY SELECT SECTOR SPDR XLE-USAA 81369Y506   18,019 206,000 SH   SOLE 0 206,000 0 0
XLI 95 STRIKE AMER PUT 02/17/2023 XLI/A230217P95-USAA 81369Y954   650 3,000 SH Put SOLE 0 3,000 0 0
UTILITIES SELECT SECTOR SPDR XLU-USAA 81369Y886   11,280 160,000 SH   SOLE 0 160,000 0 0
CONSUMER DISCRETIONARY SELT XLY-USAA 81369Y407   7,438 57,590 SH   SOLE 0 57,590 0 0
XRT 62 STRIKE AMER PUT 01/20/2023 XRT/A230120P62-USAE 78464A954   2,372 9,000 SH Put SOLE 0 9,000 0 0