The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| American Express | COM | 025816109 | 53,725 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
| AON | COM | G0408V102 | 24,024 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| BankUnited Inc | COM | 06652K103 | 15,154 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
| Berkshire Hathaway Inc Del Cl A Frmly | CL A | 084670108 | 24,547 | 115 | SH | SOLE | 115 | 0 | 0 | ||
| Berkshire Hathaway Inc Del Cl B Frmly | CL B | 084670702 | 4,966 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Blackrock Inc | COM | 09247X101 | 69,817 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| BOFI Hldg Inc | COM | 05566U108 | 33,504 | 1,570,000 | SH | SOLE | 1,570,000 | 0 | 0 | ||
| Capital One Financial Corp | COM | 14040H105 | 27,724 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| Goldman Sachs Group Inc | COM | 38141G104 | 15,698 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Home Bancshares Inc. | COM | 436893200 | 11,681 | 285,239 | SH | SOLE | 285,239 | 0 | 0 | ||
| JPMorgan Chase & Co. | COM | 46625H100 | 20,668 | 349,000 | SH | SOLE | 349,000 | 0 | 0 | ||
| KKR | COM | 48248M102 | 22,770 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | ||
| McGraw Hill Finl Inc | COM | 580645109 | 17,816 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| M & T Bank Corp | COM | 55261F104 | 5,772 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| Mastercard Inc | COM | 57636Q104 | 11,813 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| Moodys Corp | COM | 615369105 | 17,381 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| Prosperity Bancshares Inc | COM | 743606105 | 4,624 | 99,679 | SH | SOLE | 99,679 | 0 | 0 | ||
| Servisfirst Bancshares Inc | COM | 81768T108 | 12,319 | 277,457 | SH | SOLE | 277,457 | 0 | 0 | ||
| State Street Corp | COM | 857477103 | 36,282 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | ||
| Stock Yds Bancorp Inc | COM | 861025104 | 5,784 | 150,120 | SH | SOLE | 150,120 | 0 | 0 | ||
| TD Ameritrade Hldg Corp | COM | 87236Y108 | 14,819 | 470,000 | SH | SOLE | 470,000 | 0 | 0 | ||
| Union Pac Corp | COM | 907818108 | 18,694 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| US Bancorp Del Com New | COM | 902973304 | 36,531 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| Wells Fargo & Co. New | COM | 949746101 | 48,360 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||