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
APPLE INC AAPL-USAA 037833100   9,848,653 59,725 SH   SOLE 0 59,725 0 0
ALLY 15 STRIKE AMER PUT 04/21/2023 ALLY/A230421P15-USAA 02005N950   16,520 944 SH Put SOLE 0 944 0 0
ALLY 20 STRIKE AMER PUT 06/16/2023 ALLY/A230616P20-USAA 02005N950   1,140,000 12,000 SH Put SOLE 0 12,000 0 0
ALLY 25 STRIKE AMER PUT 01/19/2024 ALLY/A240119P25-USAA 02005N950   2,700,000 6,000 SH Put SOLE 0 6,000 0 0
AMERICAN TOWER CORP AMT-USAA 03027X100   9,195,300 45,000 SH   SOLE 0 45,000 0 0
AMAZON.COM INC AMZN-USAA 023135106   4,192,644 40,591 SH   SOLE 0 40,591 0 0
ARCOS DORADOS HOLDINGS INC-A ARCO-USAA G0457F107   10,441,483 1,354,278 SH   SOLE 0 1,354,278 0 0
ARKK 35 STRIKE AMER PUT 06/16/2023 ARKK/A230616P35-USAA 00214Q954   448,500 3,000 SH Put SOLE 0 3,000 0 0
ARKK 38 STRIKE AMER PUT 06/16/2023 ARKK/A230616P38-USAA 00214Q954   1,948,000 8,000 SH Put SOLE 0 8,000 0 0
ASHR 32 STRIKE AMER CALL 04/21/2023 ASHR/A230421C32-USAA 233051909   75,625 13,750 SH Call SOLE 0 13,750 0 0
ASHR 31 STRIKE AMER CALL 05/19/2023 ASHR/A230519C31-USAA 233051909   348,750 7,500 SH Call SOLE 0 7,500 0 0
BABA 105 STRIKE AMER CALL 06/16/2023 BABA/A230616C105-USAA 01609W902   426,250 500 SH Call SOLE 0 500 0 0
BAC 31 STRIKE AMER CALL 05/19/2023 BAC/A230519C31-USAA 060505904   242,500 5,000 SH Call SOLE 0 5,000 0 0
BJ'S WHOLESALE CLUB HOLDINGS BJ-USAA 05550J101   30,162,972 396,516 SH   SOLE 0 396,516 0 0
BX 55 STRIKE AMER PUT 01/19/2024 BX/A240119P55-USAA 09260D957   224,000 1,000 SH Put SOLE 0 1,000 0 0
BX 75 STRIKE AMER PUT 01/19/2024 BX/A240119P75-USAA 09260D957   1,335,000 2,000 SH Put SOLE 0 2,000 0 0
BLACKSTONE INC BX-USAA 09260D107   13,609,930 154,940 SH   SOLE 0 154,940 0 0
CORP AMERICA AIRPORTS SA CAAP-USAA L1995B107   1,823,126 179,089 SH   SOLE 0 179,089 0 0
CROWN CASTLE INC CCI-USAA 22822V101   35,692,184 266,678 SH   SOLE 0 266,678 0 0
COF 75 STRIKE AMER PUT 01/19/2024 COF/A240119P75-USAA 14040H955   505,000 1,000 SH Put SOLE 0 1,000 0 0
COF 95 STRIKE AMER PUT 01/19/2024 COF/A240119P95-USAA 14040H955   2,937,500 2,500 SH Put SOLE 0 2,500 0 0
CROWDSTRIKE HOLDINGS INC - A CRWD-USAA 22788C105   7,164,972 52,200 SH   SOLE 0 52,200 0 0
COSAN SA -ADR CSAN-USAA 22113B103   11,264,460 953,000 SH   SOLE 0 953,000 0 0
DUN & BRADSTREET HOLDINGS IN DNB-USAA 26484T106   11,363,005 967,888 SH   SOLE 0 967,888 0 0
ECOLAB INC ECL-USAA 278865100   2,569,026 15,520 SH   SOLE 0 15,520 0 0
ISHARES MSCI EMERGING MARKETS EEM-USAA 464287234   31,929,454 809,160 SH   SOLE 0 809,160 0 0
ELASTIC NV ESTC-USAA N14506104   1,186,950 20,500 SH   SOLE 0 20,500 0 0
FXI 31 STRIKE AMER CALL 04/21/2023 FXI/A230421C31-USAA 464287904   380,000 10,000 SH Call SOLE 0 10,000 0 0
FXI 28 STRIKE AMER PUT 04/21/2023 FXI/A230421P28-USAA 464287954   223,200 7,200 SH Put SOLE 0 7,200 0 0
ISHARES CHINA LARGE-CAP ETF FXI-USAA 464287184   50,486,850 1,709,680 SH   SOLE 0 1,709,680 0 0
ALPHABET INC-CL A GOOGL-USAA 02079K305   7,376,137 71,109 SH   SOLE 0 71,109 0 0
HD 250 STRIKE AMER PUT 05/19/2023 HD/A230519P250-USAA 437076952   259,000 2,000 SH Put SOLE 0 2,000 0 0
HD 300 STRIKE AMER PUT 05/19/2023 HD/A230519P300-USAA 437076952   3,660,000 3,000 SH Put SOLE 0 3,000 0 0
HYG 73 STRIKE AMER PUT 04/21/2023 HYG/A230421P73-USAA 464288513   26,400 1,200 SH Put SOLE 0 1,200 0 0
ISHARES EXPANDED TECH-SOFTWARE IGV-USAA 464287515   41,727,446 136,946 SH   SOLE 0 136,946 0 0
ISHARES CORE S&P SMALL-CAP ETF IJR-USAA 464287804   6,494,856 67,165 SH   SOLE 0 67,165 0 0
IWM 180 STRIKE AMER CALL 04/06/2023 IWM/A230406C180-USAE 464287905   12,350 100 SH Call SOLE 0 100 0 0
IWM 180 STRIKE AMER CALL 04/21/2023 IWM/A230421C180-USAA 464287905   3,402,000 10,500 SH Call SOLE 0 10,500 0 0
IWM 174 STRIKE AMER PUT 04/28/2023 IWM/A230428P174-USAA 464287955   61,875 250 SH Put SOLE 0 250 0 0
IWM 175 STRIKE AMER CALL 05/19/2023 IWM/A230519C175-USAA 464287905   871,500 1,000 SH Call SOLE 0 1,000 0 0
IWM 180 STRIKE AMER CALL 05/19/2023 IWM/A230519C180-USAA 464287905   2,242,000 4,000 SH Call SOLE 0 4,000 0 0
IWM 187 STRIKE AMER CALL 05/19/2023 IWM/A230519C187-USAA 464287905   125,750 500 SH Call SOLE 0 500 0 0
IWM 192 STRIKE AMER CALL 05/19/2023 IWM/A230519C192-USAA 464287905   61,000 500 SH Call SOLE 0 500 0 0
IWM 181 STRIKE AMER PUT 05/19/2023 IWM/A230519P181-USAA 464287955   324,500 500 SH Put SOLE 0 500 0 0
IWM 187 STRIKE AMER PUT 05/19/2023 IWM/A230519P187-USAA 464287955   499,500 500 SH Put SOLE 0 500 0 0
IWM 186 STRIKE AMER CALL 06/16/2023 IWM/A230616C186-USAA 464287905   214,750 500 SH Call SOLE 0 500 0 0
IWM 192 STRIKE AMER CALL 06/16/2023 IWM/A230616C192-USAA 464287905   111,000 500 SH Call SOLE 0 500 0 0
IWM 170 STRIKE AMER PUT 06/16/2023 IWM/A230616P170-USAA 464287955   2,017,500 5,000 SH Put SOLE 0 5,000 0 0
IWM 180 STRIKE AMER PUT 06/16/2023 IWM/A230616P180-USAA 464287955   1,108,500 1,500 SH Put SOLE 0 1,500 0 0
IWM 186 STRIKE AMER PUT 06/16/2023 IWM/A230616P186-USAA 464287955   522,250 500 SH Put SOLE 0 500 0 0
IWM 130 STRIKE AMER PUT 01/19/2024 IWM/A240119P130-USAA 464287955   358,500 1,500 SH Put SOLE 0 1,500 0 0
IWM 150 STRIKE AMER PUT 01/19/2024 IWM/A240119P150-USAA 464287955   1,908,000 4,000 SH Put SOLE 0 4,000 0 0
ISHARES RUSSELL 2000 ETF IWM-USAA 464287655   5,423,360 30,400 SH   SOLE 0 30,400 0 0
ISHARES RUSSELL 2000 VALUE ETF IWN-USAA 464287630   9,025,507 65,870 SH   SOLE 0 65,870 0 0
ISHARES RUSSELL MID-CAP ETF IWR-USAA 464287499   17,093,692 244,475 SH   SOLE 0 244,475 0 0
KMX 55 STRIKE AMER PUT 04/21/2023 KMX/A230421P55-USAA 143130952   405,000 3,000 SH Put SOLE 0 3,000 0 0
KMX 65 STRIKE AMER PUT 04/21/2023 KMX/A230421P65-USAA 143130952   2,400,000 5,000 SH Put SOLE 0 5,000 0 0
KRE 50 STRIKE AMER CALL 04/21/2023 KRE/A230421C50-USAA 78464A908   70,500 3,000 SH Call SOLE 0 3,000 0 0
KRE 40 STRIKE AMER PUT 04/21/2023 KRE/A230421P40-USAA 78464A958   222,000 3,000 SH Put SOLE 0 3,000 0 0
KRE 44 STRIKE AMER PUT 04/21/2023 KRE/A230421P44-USAA 78464A958   818,000 4,000 SH Put SOLE 0 4,000 0 0
KRE 57 STRIKE AMER PUT 04/21/2023 KRE/A230421P57-USAA 78464A958   5,895,000 4,500 SH Put SOLE 0 4,500 0 0
KRE 35 STRIKE AMER PUT 06/16/2023 KRE/A230616P35-USAA 78464A958   297,000 3,000 SH Put SOLE 0 3,000 0 0
KRE 55 STRIKE AMER PUT 06/16/2023 KRE/A230616P55-USAA 78464A958   1,167,500 1,000 SH Put SOLE 0 1,000 0 0
KRE 62 STRIKE AMER PUT 06/16/2023 KRE/A230616P62-USAA 78464A958   5,520,000 3,000 SH Put SOLE 0 3,000 0 0
KRE 35 STRIKE AMER PUT 01/19/2024 KRE/A240119P35-USAA 78464A958   667,500 3,000 SH Put SOLE 0 3,000 0 0
LOWE'S COS INC LOW-USAA 548661107   16,505,524 82,540 SH   SOLE 0 82,540 0 0
ISHARES IBOXX INVESTMENT GRADE LQD-USAA 464287242   2,192,200 20,000 SH   SOLE 0 20,000 0 0
MERCADOLIBRE INC MELI-USAA 58733R102   14,622,558 11,094 SH   SOLE 0 11,094 0 0
MICROSOFT CORP MSFT-USAA 594918104   5,065,719 17,571 SH   SOLE 0 17,571 0 0
MURPHY USA INC MUSA-USAA 626755102   10,580,050 41,000 SH   SOLE 0 41,000 0 0
NIKE INC -CL B NKE-USAA 654106103   6,935,292 56,550 SH   SOLE 0 56,550 0 0
NTNX 27.5 STRIKE AMER CALL 04/21/2023 NTNX/A230421C27.5-USAA 67059N908   187,500 5,000 SH Call SOLE 0 5,000 0 0
NTNX 30 STRIKE AMER CALL 04/21/2023 NTNX/A230421C30-USAA 67059N908   5,000 2,000 SH Call SOLE 0 2,000 0 0
NUTANIX INC - A NTNX-USAA 67059N108   24,971,062 960,795 SH   SOLE 0 960,795 0 0
ORACLE CORP ORCL-USAA 68389X105   39,354,501 423,531 SH   SOLE 0 423,531 0 0
PALO ALTO NETWORKS INC PANW-USAA 697435105   11,564,946 57,900 SH   SOLE 0 57,900 0 0
QQQ 310 STRIKE AMER PUT 05/05/2023 QQQ/A230505P310-USAA 46090E953   2,352,500 5,000 SH Put SOLE 0 5,000 0 0
QQQ 280 STRIKE AMER PUT 06/16/2023 QQQ/A230616P280-USAA 46090E953   292,500 1,000 SH Put SOLE 0 1,000 0 0
QQQ 250 STRIKE AMER PUT 01/19/2024 QQQ/A240119P250-USAA 46090E953   2,608,000 4,000 SH Put SOLE 0 4,000 0 0
RITCHIE BROS AUCTIONEERS RBA-USAA 767744105   12,089,572 214,773 SH   SOLE 0 214,773 0 0
SAN 2.5 STRIKE AMER PUT 01/19/2024 SAN/A240119P2.5-USAA 05964H955   35,900 3,590 SH Put SOLE 0 3,590 0 0
SAN 3 STRIKE AMER PUT 01/19/2024 SAN/A240119P3-USAA 05964H955   1,000,000 50,000 SH Put SOLE 0 50,000 0 0
SCHWAB US DVD EQUITY ETF SCHD-USAA 808524797   12,290,880 168,000 SH   SOLE 0 168,000 0 0
SCHW 58 STRIKE AMER CALL 04/21/2023 SCHW/A230421C58-USAA 808513905   226,500 3,000 SH Call SOLE 0 3,000 0 0
SCHW 62.5 STRIKE AMER CALL 06/16/2023 SCHW/A230616C62.5-USAA 808513905   164,334 1,347 SH Call SOLE 0 1,347 0 0
SCHWAB (CHARLES) CORP SCHW-USAA 808513105   14,142,600 270,000 SH   SOLE 0 270,000 0 0
SHERWIN-WILLIAMS CO/THE SHW-USAA 824348106   15,129,044 67,309 SH   SOLE 0 67,309 0 0
SKECHERS USA INC-CL A SKX-USAA 830566105   3,326,400 70,000 SH   SOLE 0 70,000 0 0
SPY 417 STRIKE AMER CALL 04/06/2023 SPY/A230406C417-USAE 78462F903   460,000 10,000 SH Call SOLE 0 10,000 0 0
SPY 400 STRIKE AMER PUT 04/14/2023 SPY/A230414P400-USAA 78462F953   322,500 1,500 SH   SOLE 0 1,500 0 0
SPY 410 STRIKE AMER CALL 04/21/2023 SPY/A230421C410-USAA 78462F903   1,319,000 2,000 SH Call SOLE 0 2,000 0 0
SPY 380 STRIKE AMER PUT 06/16/2023 SPY/A230616P380-USAA 78462F953   1,994,000 4,000 SH   SOLE 0 4,000 0 0
SPY 395 STRIKE AMER PUT 06/16/2023 SPY/A230616P395-USAA 78462F953   2,365,500 3,000 SH   SOLE 0 3,000 0 0
SPY 330 STRIKE AMER PUT 07/21/2023 SPY/A230721P330-USAA 78462F953   300,000 1,500 SH   SOLE 0 1,500 0 0
SPY 330 STRIKE AMER PUT 08/18/2023 SPY/A230818P330-USAA 78462F953   424,500 1,500 SH   SOLE 0 1,500 0 0
SPY 350 STRIKE AMER PUT 01/19/2024 SPY/A240119P350-USAA 78462F953   3,870,000 4,000 SH   SOLE 0 4,000 0 0
SUZANO SA - SPON ADR SUZ-USAA 86959K105   8,965,320 1,092,000 SH   SOLE 0 1,092,000 0 0
TENET HEALTHCARE CORP THC-USAA 88033G407   21,532,620 362,380 SH   SOLE 0 362,380 0 0
TIP 115 STRIKE AMER CALL 09/15/2023 TIP/A230915C115-USAA 464287906   675,000 6,000 SH Call SOLE 0 6,000 0 0
TIP 117 STRIKE AMER CALL 09/15/2023 TIP/A230915C117-USAA 464287906   483,000 6,000 SH Call SOLE 0 6,000 0 0
TIP 119 STRIKE AMER CALL 01/19/2024 TIP/A240119C119-USAA 464287906   675,000 6,000 SH Call SOLE 0 6,000 0 0
T-MOBILE US INC TMUS-USAA 872590104   31,526,309 217,663 SH   SOLE 0 217,663 0 0
TOLL BROTHERS INC TOL-USAA 889478103   1,500,750 25,000 SH   SOLE 0 25,000 0 0
TSLA 100 STRIKE AMER PUT 04/21/2023 TSLA/A230421P100-USAA 88160R951   3,750 500 SH Put SOLE 0 500 0 0
TSLA 200 STRIKE AMER PUT 05/05/2023 TSLA/A230505P200-USAA 88160R951   1,172,500 1,000 SH Put SOLE 0 1,000 0 0
TWLO 70 STRIKE AMER CALL 06/16/2023 TWLO/A230616C70-USAA 90138F902   1,235,000 2,000 SH Call SOLE 0 2,000 0 0
TWLO 90 STRIKE AMER CALL 06/16/2023 TWLO/A230616C90-USAA 90138F902   69,250 500 SH Call SOLE 0 500 0 0
VANGUARD REAL ESTATE ETF VNQ-USAA 922908553   10,301,112 124,050 SH   SOLE 0 124,050 0 0
VTEX -CLASS A VTEX-USAA G9470A102   1,459,200 380,000 SH   SOLE 0 380,000 0 0
WASTE CONNECTIONS INC WCN-USAA 94106B101   9,742,132 70,052 SH   SOLE 0 70,052 0 0
ENERGY SELECT SECTOR SPDR XLE-USAA 81369Y506   828,300 10,000 SH   SOLE 0 10,000 0 0
FINANCIAL SELECT SECTOR SPDR XLF-USAA 81369Y605   9,532,475 296,500 SH   SOLE 0 296,500 0 0
XLI 95 STRIKE AMER PUT 06/16/2023 XLI/A230616P95-USAA 81369Y954   459,000 3,000 SH   SOLE 0 3,000 0 0
UTILITIES SELECT SECTOR SPDR XLU-USAA 81369Y886   10,830,400 160,000 SH   SOLE 0 160,000 0 0
CONSUMER DISCRETIONARY SELT XLY-USAA 81369Y407   4,306,004 28,795 SH   SOLE 0 28,795 0 0
XRT 65 STRIKE AMER CALL 05/19/2023 XRT/A230519C65-USAA 78464A904   450,000 2,500 SH Call SOLE 0 2,500 0 0
XRT 60 STRIKE AMER PUT 06/16/2023 XRT/A230616P60-USAA 78464A954   1,300,000 4,000 SH Put SOLE 0 4,000 0 0
XRT 62 STRIKE AMER PUT 06/16/2023 XRT/A230616P62-USAA 78464A954   1,575,000 5,000 SH   SOLE 0 5,000 0 0
XRT 70 STRIKE AMER PUT 06/16/2023 XRT/A230616P70-USAA 78464A954   3,096,000 4,000 SH Put SOLE 0 4,000 0 0
SPDR S&P RETAIL ETF XRT-USAA 78464A714   6,311,558 99,520 SH   SOLE 0 99,520 0 0