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 | 25816109 | 49,818 | 641,000 | SH | SOLE | 641,000 | 0 | 0 | ||
| AON | COM | G0408V102 | 18,839 | 189,000 | SH | SOLE | 189,000 | 0 | 0 | ||
| BankUnited Inc | COM | 06652K103 | 15,054 | 419,000 | SH | SOLE | 419,000 | 0 | 0 | ||
| Berkshire Hathaway Inc Del Cl A Frmly | CL A | 84670108 | 16,388 | 80 | SH | SOLE | 80 | 0 | 0 | ||
| Berkshire Hathaway Inc Del Cl B Frmly | CL B | 84670702 | 3,334 | 24,500 | SH | SOLE | 24,500 | 0 | 0 | ||
| Blackrock Inc | COM | 09247X101 | 51,897 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| BOFI Hldg Inc | COM | 05566U108 | 33,721 | 319,000 | SH | SOLE | 319,000 | 0 | 0 | ||
| Capital One Financial Corp | COM | 14040H105 | 17,418 | 198,000 | SH | SOLE | 198,000 | 0 | 0 | ||
| China Gerui Advanced Materials | COM | G21101103 | 24,156 | 19,172 | SH | SOLE | 19,172 | 0 | 0 | ||
| Goldman Sachs Group Inc | COM | 38141G104 | 17,261 | 82,675 | SH | SOLE | 82,675 | 0 | 0 | ||
| Home Bancshares Inc. | COM | 436893200 | 10,428 | 285,239 | SH | SOLE | 285,239 | 0 | 0 | ||
| JPMorgan Chase & Co. | COM | 46625H100 | 23,648 | 349,000 | SH | SOLE | 349,000 | 0 | 0 | ||
| McGraw Hill Finl Inc | COM | 580645109 | 5,022 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| M & T Bank Corp | COM | 55261F104 | 6,496 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| Mastercard Inc | Cl A | 57636Q104 | 11,685 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| Moodys Corp | COM | 615369105 | 13,333 | 123,500 | SH | SOLE | 123,500 | 0 | 0 | ||
| Prosperity Bancshares Inc | COM | 743606105 | 5,755 | 99,679 | SH | SOLE | 99,679 | 0 | 0 | ||
| Servisfirst Bancshares Inc | COM | 81768T | 4,024 | 107,113 | SH | SOLE | 107,113 | 0 | 0 | ||
| State Street Corp | COM | 857477103 | 22,152 | 287,700 | SH | SOLE | 287,700 | 0 | 0 | ||
| Stock Yds Bancorp Inc | COM | 861025104 | 5,673 | 150,120 | SH | SOLE | 150,120 | 0 | 0 | ||
| TD Ameritrade Hldg Corp | COM | 87236Y108 | 16,384 | 445,000 | SH | SOLE | 445,000 | 0 | 0 | ||
| Union Pac Corp | COM | 907818108 | 16,117 | 169,000 | SH | SOLE | 169,000 | 0 | 0 | ||
| US Bancorp Del Com New | COM | 902973304 | 42,492 | 979,100 | SH | SOLE | 979,100 | 0 | 0 | ||
| Wells Fargo & Co. New | COM | 949746101 | 55,559 | 987,900 | SH | SOLE | 987,900 | 0 | 0 | ||