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
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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 18,993 251,500 SH   SOLE   0 251,500 0
AON COM G0408V102 6,922 93,000 SH   SOLE   0 93,000 0
Bank of New York Mellon Corp COM 64058100 9,057 300,000 SH   SOLE   0 300,000 0
BB&T Corp COM 54937107 3,915 116,000 SH   SOLE   0 116,000 0
Berkshire Hathaway Inc Del Cl A Frmly CL A 84670108 8,009 47 SH   SOLE   0 47 0
Berkshire Hathaway Inc Del Cl B Frmly CL B 84670702 1,135 10,000 SH   SOLE   0 10,000 0
Exceed Company Ltd Shs ISIN COM G32335104 392 261,876 SH   SOLE   0 261,876 0
Goldman Sachs Group Inc COM 38141G104 14,503 91,675 SH   SOLE   0 91,675 0
Google COM 38259P508 10,029 11,450 SH   SOLE   0 11,450 0
JPMorgan Chase & Co. COM 46625H100 26,812 518,710 SH   SOLE   0 518,710 0
Lihua Intnl Inc Com CL A 532000000 1,084 217,800 SH   SOLE   0 217,800 0
Mastercard Inc. CL A COM 57636Q104 7,467 11,100 SH   SOLE   0 11,100 0
Moodys Corp COM 615000000 8,334 118,500 SH   SOLE   0 118,500 0
PNC Financial SVCS Group COM 693000000 12,859 177,500 SH   SOLE   0 177,500 0
Prosperity Bancshares Inc COM 744000000 5,820 94,079 SH   SOLE   0 94,079 0
State Street Corp COM 857000000 11,683 177,700 SH   SOLE   0 177,700 0
TD Ameritrade Hldg Corp Com COM 87236Y108 8,953 342,000 SH   SOLE   0 342,000 0
US Bancorp Del Com New COM 903000000 27,767 759,100 SH   SOLE   0 759,100 0
Wells Fargo & Co. NEW COM 950000000 32,679 790,900 SH   SOLE   0 790,900 0