Instuitional Investor - Pb Investment Partners, L.p.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Hilton Grand Vacations Inc.	HGV	716,901	$28,045,167	22.07%
2.	Capital One Financial Corp	COF	133,301	$24,318,101	19.14%
3.	Apollo Global Management Inc.	APO	189,091	$21,068,519	16.58%
4.	Blackrock Inc.	BLK	18,882	$18,159,008	14.29%
5.	Onemain Holdings Inc.	OMF	200,052	$10,700,781	8.42%