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 | 47,989 | 690,000 | SH | SOLE | 690,000 | 0 | 0 | ||
| AON | COM | G0408V102 | 21,208 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| BankUnited Inc | COM | 06652K103 | 15,289 | 424,000 | SH | SOLE | 424,000 | 0 | 0 | ||
| Berkshire Hathaway Inc Del Cl A Frmly | CL A | 084670108 | 20,769 | 105 | SH | SOLE | 105 | 0 | 0 | ||
| Berkshire Hathaway Inc Del Cl B Frmly | CL B | 084670702 | 4,621 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Blackrock Inc | COM | 09247X101 | 69,806 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| BOFI Hldg Inc | COM | 05566U108 | 29,891 | 1,420,000 | SH | SOLE | 1,420,000 | 0 | 0 | ||
| Capital One Financial Corp | COM | 14040H105 | 18,045 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| Goldman Sachs Group Inc | COM | 38141G104 | 15,139 | 84,000 | SH | SOLE | 84,000 | 0 | 0 | ||
| Home Bancshares Inc. | COM | 436893200 | 11,557 | 285,239 | SH | SOLE | 285,239 | 0 | 0 | ||
| JPMorgan Chase & Co. | COM | 46625H100 | 23,044 | 349,000 | SH | SOLE | 349,000 | 0 | 0 | ||
| KKR | COM | 48248M102 | 15,590 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| McGraw Hill Finl Inc | COM | 580645109 | 15,279 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| M & T Bank Corp | COM | 55261F104 | 6,301 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| Mastercard Inc | COM | 57636Q104 | 12,170 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| Moodys Corp | COM | 615369105 | 13,897 | 138,500 | SH | SOLE | 138,500 | 0 | 0 | ||
| Prosperity Bancshares Inc | COM | 743606105 | 4,770 | 99,679 | SH | SOLE | 99,679 | 0 | 0 | ||
| Servisfirst Bancshares Inc | COM | 81768T108 | 8,909 | 187,457 | SH | SOLE | 187,457 | 0 | 0 | ||
| State Street Corp | COM | 857477103 | 27,871 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
| Stock Yds Bancorp Inc | COM | 861025104 | 5,673 | 150,120 | SH | SOLE | 150,120 | 0 | 0 | ||
| TD Ameritrade Hldg Corp | COM | 87236Y108 | 15,445 | 445,000 | SH | SOLE | 445,000 | 0 | 0 | ||
| Union Pac Corp | COM | 907818108 | 18,377 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| US Bancorp Del Com New | COM | 902973304 | 42,670 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| Wells Fargo & Co. New | COM | 949746101 | 53,702 | 987,900 | SH | SOLE | 987,900 | 0 | 0 | ||