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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
APOLLO GLOBAL MGMT INC COM 03769M106   23,227,808 163,726 SH   SOLE   163,726 0 0
BANK AMERICA CORP COM 060505104   15,975,847 337,613 SH   SOLE   337,613 0 0
BLACKROCK INC COM 09290D101   10,869,181 10,359 SH   SOLE   10,359 0 0
CAPITAL ONE FINL CORP COM 14040H105   32,820,145 154,259 SH   SOLE   154,259 0 0
GLOBAL BUSINESS TRAVEL GROUP COM CL A 37890B100   5,263,624 835,496 SH   SOLE   835,496 0 0
HILTON GRAND VACATIONS INC COM 43283X105   25,337,369 610,098 SH   SOLE   610,098 0 0
ONEMAIN HLDGS INC COM 68268W103   18,053,097 316,721 SH   SOLE   316,721 0 0
PROGRESSIVE CORP COM 743315103   15,500,830 58,086 SH   SOLE   58,086 0 0