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
ALPHABET INC-CL A GOOGL-USAA 02079K305 12,157 4,371 SH   SOLE 0 4,371 0 0
AMAZON.COM INC AMZN-USAA 023135106 13,226 4,057 SH   SOLE 0 4,057 0 0
AMERICAN HOMES 4 RENT- A AMH-USAA 02665T306 2,482 62,000 SH   SOLE 0 62,000 0 0
APPLE INC AAPL-USAA 037833100 13,232 75,780 SH   SOLE 0 75,780 0 0
ARCOS DORADOS HOLDINGS INC-A ARCO-USAA G0457F107 13,633 1,676,889 SH   SOLE 0 1,676,889 0 0
BEST BUY CO INC BBY-USAA 086516101 10,923 120,161 SH   SOLE 0 120,161 0 0
BLACKSTONE INC BX-USAA 09260D107 17,148 135,090 SH   SOLE 0 135,090 0 0
COINBASE GLOBAL INC -CLASS A COIN-USAA 19260Q107 4,579 24,119 SH   SOLE 0 24,119 0 0
CONSUMER DISCRETIONARY SELT XLY-USAA 81369Y407 4,607 24,900 SH   SOLE 0 24,900 0 0
CORP AMERICA AIRPORTS SA CAAP-USAA L1995B107 1,075 179,089 SH   SOLE 0 179,089 0 0
DELL TECHNOLOGIES -C DELL-USAA 24703L202 7,770 154,809 SH   SOLE 0 154,809 0 0
DUN & BRADSTREET HOLDINGS IN DNB-USAA 26484T106 7,626 435,253 SH   SOLE 0 435,253 0 0
ECOLAB INC ECL-USAA 278865100 10,152 57,500 SH   SOLE 0 57,500 0 0
ENERGY SELECT SECTOR SPDR XLE-USAA 81369Y506 34,780 455,000 SH   SOLE 0 455,000 0 0
ESTEE LAUDER COMPANIES-CL A EL-USAA 518439104 8,285 30,425 SH   SOLE 0 30,425 0 0
FISERV INC FISV-USAA 337738108 6,858 67,630 SH   SOLE 0 67,630 0 0
FXI 35 STRIKE AMER CALL 05/20/2022 FXI/A220520C35-USAA 464287184 238 5,000 SH   SOLE 0 5,000 0 0
GFL ENVIRONMENTAL INC-SUB VT GFL-USAA 36168Q104 8,739 268,567 SH   SOLE 0 268,567 0 0
GODADDY INC - CLASS A GDDY-USAA 380237107 5,933 70,882 SH   SOLE 0 70,882 0 0
INDUSTRIAL SELECT SECT SPDR XLI-USAA 81369Y704 3,742 36,340 SH   SOLE 0 36,340 0 0
INVITATION HOMES INC INVH-USAA 46187W107 2,491 62,000 SH   SOLE 0 62,000 0 0
ISHARES CHINA LARGE-CAP ETF FXI-USAA 464287184 36,777 1,150,350 SH   SOLE 0 1,150,350 0 0
ISHARES CONVERTIBLE BOND ETF ICVT-USAA 46435G102 29,162 350,000 SH   SOLE 0 350,000 0 0
ISHARES MSCI BRAZIL ETF EWZ-USAA 464286400 1,214 32,100 SH   SOLE 0 32,100 0 0
ISHARES MSCI EMERGING MARKETS EEM-USAA 464287234 7,066 156,500 SH   SOLE 0 156,500 0 0
LIBERTY BROADBAND-C LBRDK-USAA 530307305 9,171 67,769 SH   SOLE 0 67,769 0 0
LOWE'S COS INC LOW-USAA 548661107 12,443 61,540 SH   SOLE 0 61,540 0 0
LPL FINANCIAL HOLDINGS INC LPLA-USAA 50212V100 11,586 63,421 SH   SOLE 0 63,421 0 0
MAGNITE INC MGNI-USAA 55955D100 7,309 553,284 SH   SOLE 0 553,284 0 0
MATERIALS SELECT SECTOR SPDR XLB-USAA 81369Y100 6,624 75,140 SH   SOLE 0 75,140 0 0
MATTEL INC MAT-USAA 577081102 5,974 268,989 SH   SOLE 0 268,989 0 0
MERCADOLIBRE INC MELI-USAA 58733R102 16,741 14,074 SH   SOLE 0 14,074 0 0
MICROSOFT CORP MSFT-USAA 594918104 17,307 56,135 SH   SOLE 0 56,135 0 0
MORGAN STANLEY MS-USAA 617446448 6,221 71,182 SH   SOLE 0 71,182 0 0
NIKE INC -CL B NKE-USAA 654106103 10,656 79,189 SH   SOLE 0 79,189 0 0
NUTANIX INC - A NTNX-USAA 67059N108 10,069 375,427 SH   SOLE 0 375,427 0 0
SHERWIN-WILLIAMS CO/THE SHW-USAA 824348106 14,568 58,359 SH   SOLE 0 58,359 0 0
SONY GROUP CORP - SP ADR SONY-USAA 835699307 8,867 86,334 SH   SOLE 0 86,334 0 0
SPY 412 STRIKE AMER PUT 05/20/2022 SPY/A220520P412-USAA 78462F903 83 250 SH   SOLE 0 250 0 0
SPY 420 STRIKE AMER PUT 05/20/2022 SPY/A220520P420-USAA 78462F903 638 1,500 SH   SOLE 0 1,500 0 0
SPY 435 STRIKE AMER PUT 04/14/2022 SPY/A220414P435-USAA 78462F903 45 300 SH   SOLE 0 300 0 0
SPY 440 STRIKE AMER PUT 04/14/2022 SPY/A220414P440-USAA 78462F903 263 1,200 SH   SOLE 0 1,200 0 0
SPY 503 STRIKE AMER CALL 05/20/2022 SPY/A220520C503-USAA 78462F903 4 250 SH   SOLE 0 250 0 0
TENET HEALTHCARE CORP THC-USAA 88033G407 14,421 167,760 SH   SOLE 0 167,760 0 0
T-MOBILE US INC TMUS-USAA 872590104 12,653 98,585 SH   SOLE 0 98,585 0 0
TOLL BROTHERS INC TOL-USAA 889478103 4,702 100,000 SH   SOLE 0 100,000 0 0
UBER TECHNOLOGIES INC UBER-USAA 90353T100 4,605 129,053 SH   SOLE 0 129,053 0 0
WASTE CONNECTIONS INC WCN-USAA 94106B101 11,473 82,123 SH   SOLE 0 82,123 0 0
WILLIS TOWERS WATSON PLC WTW-USAA G96629103 9,599 40,634 SH   SOLE 0 40,634 0 0
XTRACKERS HARVEST CSI 300 CHIN ASHR-USAA 233051879 4,964 150,000 SH   SOLE 0 150,000 0 0
ZILLOW GROUP INC - C Z-USAA 98954M200 7,065 143,333 SH   SOLE 0 143,333 0 0