The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
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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 37,510 428,500 SH   SOLE   428,500 0 0
AON COM G0408V102 11,747 134,000 SH   SOLE   134,000 0 0
Bank of New York Mellon Corp COM 64058100 1,936 50,000 SH   SOLE   50,000 0 0
BankUnited Inc COM 06652K103 10,366 340,000 SH   SOLE   340,000 0 0
BB&T Corp COM 54937107 5,767 155,000 SH   SOLE   155,000 0 0
Berkshire Hathaway Inc Del Cl A Frmly CL A 84670108 15,310 74 SH   SOLE   74 0 0
Berkshire Hathaway Inc Del Cl B Frmly CL B 84670702 3,384 24,500 SH   SOLE   24,500 0 0
Blackrock Inc COM 09247X101 17,400 53,000 SH   SOLE   53,000 0 0
Capital One Financial Corp COM 14040H105 11,283 138,247 SH   SOLE   138,247 0 0
China Gerui Advanced Materials COM G21101103 61 191,721 SH   SOLE   191,721 0 0
Exceed Company Ltd Shs ISIN COM G32335104 426 261,876 SH   SOLE   261,876 0 0
Goldman Sachs Group Inc COM 38141G104 18,848 102,675 SH   SOLE   102,675 0 0
Google CL A 38259P508 3,206 5,450 SH   SOLE   5,450 0 0
Google Cl C 38259P706 3,146 5,450 SH   SOLE   5,450 0 0
Home Bancshares Inc. COM 436893200 3,115 105,921 SH   SOLE   105,921 0 0
JPMorgan Chase & Co. COM 46625H100 37,271 618,710 SH   SOLE   618,710 0 0
M & T Bank Corp COM 55261F104 6,411 52,000 SH   SOLE   52,000 0 0
Mastercard Inc Cl A 57636Q104 8,205 111,000 SH   SOLE   111,000 0 0
Moodys Corp COM 615369105 11,670 123,500 SH   SOLE   123,500 0 0
PNC Financial SVCS Group COM 693475105 13,470 157,400 SH   SOLE   157,400 0 0
Prosperity Bancshares Inc COM 743606105 7,665 134,079 SH   SOLE   134,079 0 0
State Street Corp COM 857477103 17,129 232,700 SH   SOLE   232,700 0 0
Stock Yds Bancorp Inc COM 861025104 2,707 89,938 SH   SOLE   89,938 0 0
TD Ameritrade Hldg Corp COM 87236Y108 11,412 342,000 SH   SOLE   342,000 0 0
Union Pac Corp COM 907818108 15,504 143,000 SH   SOLE   143,000 0 0
US Bancorp Del Com New COM 902973304 39,700 949,100 SH   SOLE   949,100 0 0
Wells Fargo & Co. New COM 949746101 51,242 987,900 SH   SOLE   987,900 0 0