Instuitional Investor - Pb Investment Partners, L.p.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Capital One Financial Corp	COF	154,259	$32,792,378	22.27%
2.	Hilton Grand Vacations Inc.	HGV	691,136	$28,896,396	19.62%
3.	Apollo Global Management Inc.	APO	163,726	$21,819,764	14.81%
4.	Onemain Holdings Inc.	OMF	316,721	$17,882,068	12.14%
5.	Bank Of America Corp	BAC	327,081	$16,874,109	11.46%