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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   21,819,764 163,726 SH   SOLE   163,726 0 0
BANK AMERICA CORP COM 060505104   16,874,109 327,081 SH   SOLE   327,081 0 0
BLACKROCK INC COM 09290D101   15,773,055 13,529 SH   SOLE   13,529 0 0
CAPITAL ONE FINL CORP COM 14040H105   32,792,378 154,259 SH   SOLE   154,259 0 0
GLOBAL BUSINESS TRAVEL GROUP COM CL A 37890B100   7,515,361 930,119 SH   SOLE   930,119 0 0
HILTON GRAND VACATIONS INC COM 43283X105   28,896,396 691,136 SH   SOLE   691,136 0 0
ONEMAIN HLDGS INC COM 68268W103   17,882,068 316,721 SH   SOLE   316,721 0 0
PROGRESSIVE CORP COM 743315103   5,728,993 23,199 SH   SOLE   23,199 0 0