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
APPLE INC AAPL-USAA 037833100 1,971,990 16,144 SH   SOLE 0 16,144 0 0
AFFIRM HOLDINGS INC AFRM-USAA 00827B106 1,131,520 16,000 SH   SOLE 0 16,000 0 0
AMAZON.COM INC AMZN-USAA 023135106 8,205,500 2,652 SH   SOLE 0 2,652 0 0
ARCO PLATFORM LTD - CLASS A ARCE-USAA G04553106 19,130,458 804,951 SH   SOLE 0 754,951 0 0
ARAMARK ARMK-USAA 03852U106 755,600 20,000 SH   SOLE 0 20,000 0 0
ALIBABA GROUP HOLDING-SP ADR BABA-USAA 01609W102 6,801,900 30,000 SH   SOLE 0 30,000 0 0
BRIGHT HORIZONS FAMILY SOLUT BFAM-USAA 109194100 514,350 3,000 SH   SOLE 0 3,000 0 0
BAIDU INC - SPON ADR BIDU-USAA 056752108 326,325 1,500 SH   SOLE 0 1,500 0 0
BUMBLE INC-A BMBL-USAA 12047B105 374,280 6,000 SH   SOLE 0 6,000 0 0
BLACKSTONE GROUP INC/THE BX-USAA 09260D107 3,316,585 44,500 SH   SOLE 0 44,500 0 0
SALESFORCE.COM INC CRM-USAA 79466L302 423,740 2,000 SH   SOLE 0 2,000 0 0
CONSTELLATION SOFTWARE INC CSU-CNAA 21037X100 702,016 400 SH   SOLE 0 400 0 0
DISCOVERY INC - A DISCA-USAA 25470F104 317,258 7,300 SH   SOLE 0 7,300 0 0
DISCOVERY INC-C DISCK-USAA 25470F302 309,876 8,400 SH   SOLE 0 8,400 0 0
ECOLAB INC ECL-USAA 278865100 5,161,228 24,110 SH   SOLE 0 24,110 0 0
ESTEE LAUDER COMPANIES-CL A EL-USAA 518439104 2,026,934 6,969 SH   SOLE 0 6,969 0 0
ISHARES MSCI JAPAN ETF EWJ-USAA 46434G822 6,092,524 88,916 SH   SOLE 0 88,916 0 0
FACEBOOK INC-CLASS A FB-USAA 30303M102 1,606,661 5,455 SH   SOLE 0 5,455 0 0
FISERV INC FISV-USAA 337738108 833,280 7,000 SH   SOLE 0 7,000 0 0
FARFETCH LTD-CLASS A FTCH-USAA 30744W107 159,060 3,000 SH   SOLE 0 3,000 0 0
FXI 48 STRIKE AMER CALL 04/30/2021 FXI/A210430C48-USAA 464287184 192,000 3,000 SH Call SOLE 0 3,000 0 0
VANECK GOLD MINERS GDX-USAA 92189F106 20,491,250 630,500 SH   SOLE 0 630,500 0 0
ALPHABET INC-CL A GOOGL-USAA 02079K305 1,237,512 600 SH   SOLE 0 600 0 0
ALPHABET INC-CL A GOOGL-USAA 02079K305 2,784,402 1,350 SH   SOLE 0 1,350 0 0
GSX TECHEDU INC- ADR GSX-USAA 36257Y109 596,288 17,600 SH   SOLE 0 17,600 0 0
ISHARES CONVERTIBLE BOND ETF ICVT-USAA 46435G102 146,347,800 1,330,000 SH   SOLE 0 1,490,000 0 0
ISHARES CORE MSCI EMERGING IEMG-USAA 46434G103 6,278,189 97,548 SH   SOLE 0 97,548 0 0
IQIYI INC-ADR IQ-USAA 46267X108 289,188 17,400 SH   SOLE 0 17,400 0 0
IQVIA HOLDINGS INC IQV-USAA 46266C105 695,304 3,600 SH   SOLE 0 3,600 0 0
JUMIA TECHNOLOGIES AG-ADR JMIA-USAA 48138M105 124,110 3,500 SH   SOLE 0 3,500 0 0
KRANESHARES CSI CHINA INTERN KWEB-USAA 500767306 17,798,559 233,118 SH   SOLE 0 233,118 0 0
KRANESHARES CSI CHINA INTERN KWEB-USAA 500767306 8,672,978 113,595 SH   SOLE 0 113,595 0 0
LOCKHEED MARTIN CORP LMT-USAA 539830109 1,046,793 2,833 SH   SOLE 0 2,833 0 0
LOWE'S COS INC LOW-USAA 548661107 2,985,826 15,700 SH   SOLE 0 15,700 0 0
MASTERCARD INC - A MA-USAA 57636Q104 712,100 2,000 SH   SOLE 0 2,000 0 0
MERCADOLIBRE INC MELI-USAA 58733R102 12,460,193 10,964 SH   SOLE 0 8,464 0 0
MICROSOFT CORP MSFT-USAA 594918104 943,080 4,000 SH   SOLE 0 4,000 0 0
MICROSOFT CORP MSFT-USAA 594918104 9,867,682 41,853 SH   SOLE 0 41,853 0 0
NEXA RESOURCES SA NEXA-USAA L67359106 1,168,818 114,031 SH   SOLE 0 114,031 0 0
NIKE INC -CL B NKE-USAA 654106103 6,035,598 45,418 SH   SOLE 0 45,418 0 0
NORTHROP GRUMMAN CORP NOC-USAA 666807102 1,072,867 3,315 SH   SOLE 0 3,315 0 0
O'REILLY AUTOMOTIVE INC ORLY-USAA 67103H107 710,150 1,400 SH   SOLE 0 1,400 0 0
PAGSEGURO DIGITAL LTD-CL A PAGS-USAA G68707101 393,550 8,500 SH   SOLE 0 8,500 0 0
PAGSEGURO DIGITAL LTD-CL A PAGS-USAA G68707101 12,150,787 350,936 SH   SOLE 0 262,436 0 0
POOL CORP POOL-USAA 73278L105 690,480 2,000 SH   SOLE 0 2,000 0 0
PPD INC PPD-USAA 69355F102 756,800 20,000 SH   SOLE 0 20,000 0 0
PROSUS NV -SPON ADR PROSY-USAA 74365P108 666,900 30,000 SH   SOLE 0 30,000 0 0
QQQ 323 STRIKE AMER CALL 05/21/2021 QQQ/A210521C323-USAA 46090E103 342,000 400 SH Call SOLE 0 400 0 0
INVESCO QQQ TRUST SERIES 1 QQQ-USAA 46090E103 1,595,650 5,000 SH   SOLE 0 5,000 0 0
ROSS STORES INC ROST-USAA 778296103 719,460 6,000 SH   SOLE 0 6,000 0 0
SEA LTD-ADR SE-USAA 81141R100 245,553 1,100 SH   SOLE 0 1,100 0 0
SHOPIFY INC - CLASS A SHOP-USAA 82509L107 442,600 400 SH   SOLE 0 400 0 0
SHERWIN-WILLIAMS CO/THE SHW-USAA 824348106 9,020,696 12,223 SH   SOLE 0 12,223 0 0
SPY 379 STRIKE AMER CALL 09/17/2021 SPY/A210917C379-USAA 78462F903 904,350 300 SH Call SOLE 0 300 0 0
SPY 368 STRIKE AMER CALL 12/17/2021 SPY/A211217C368-USAA 78462F903 2,993,200 700 SH Call SOLE 0 700 0 0
SPY 371 STRIKE AMER CALL 12/17/2021 SPY/A211217C371-USAA 78462F903 5,466,150 1,350 SH Call SOLE 0 1,350 0 0
SPY 375 STRIKE AMER CALL 12/17/2021 SPY/A211217C375-USAA 78462F903 1,875,750 500 SH Call SOLE 0 500 0 0
TENCENT MUSIC ENTERTAINM-ADR TME-USAA 88034P109 317,595 15,500 SH   SOLE 0 15,500 0 0
UBER TECHNOLOGIES INC UBER-USAA 90353T100 817,650 15,000 SH   SOLE 0 15,000 0 0
VIACOMCBS INC - CLASS B VIAC-USAA 92556H206 279,620 6,200 SH   SOLE 0 6,200 0 0
VIPSHOP HOLDINGS LTD - ADR VIPS-USAA 92763W103 298,600 10,000 SH   SOLE 0 10,000 0 0
VISA INC-CLASS A SHARES V-USAA 92826C839 677,536 3,200 SH   SOLE 0 3,200 0 0
WASTE CONNECTIONS INC WCN-USAA 94106B101 7,051,094 65,300 SH   SOLE 0 65,300 0 0
WEST PHARMACEUTICAL SERVICES WST-USAA 955306105 986,230 3,500 SH   SOLE 0 3,500 0 0
XLE 47 STRIKE AMER CALL 04/16/2021 XLE/A210416C47-USAA 81369Y506 1,253,750 4,250 SH Call SOLE 0 4,250 0 0
XLE 49 STRIKE AMER CALL 05/21/2021 XLE/A210521C49-USAA 81369Y506 534,000 2,000 SH Call SOLE 0 2,000 0 0