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 | 56,035 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
| AON | COM | G0408V102 | 25,872 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| Bank of the Ozarks | COM | 063904106 | 4,608 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| BankUnited Inc | COM | 06652K103 | 14,798 | 490,000 | SH | SOLE | 490,000 | 0 | 0 | ||
| Berkshire Hathaway Inc Del Cl A Frmly | CL A | 084670108 | 25,297 | 117 | SH | SOLE | 117 | 0 | 0 | ||
| Berkshire Hathaway Inc Del Cl B Frmly | CL B | 084670702 | 5,056 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Blackrock Inc | COM | 09247X101 | 74,304 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| BOFI Hldg Inc | COM | 05566U108 | 40,880 | 1,825,000 | SH | SOLE | 1,825,000 | 0 | 0 | ||
| Capital One Financial Corp | COM | 14040H105 | 44,534 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | ||
| Goldman Sachs Group Inc | COM | 38141G104 | 20,965 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| Home Bancshares Inc | COM | 436893200 | 12,486 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| JPMorgan Chase & Co. | COM | 46625H100 | 16,647 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| KKR & Co. | COM | 48248M102 | 32,085 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | ||
| Mastercard Inc | COM | 57636Q104 | 15,265 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| Moodys Corp | COM | 615369105 | 21,114 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| Prosperity Bancshares Inc | COM | 743606105 | 5,471 | 99,679 | SH | SOLE | 99,679 | 0 | 0 | ||
| S&P Global Inc | COM | 78409V104 | 22,780 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| Servisfirst Bancshares Inc | COM | 81768T108 | 14,402 | 277,457 | SH | SOLE | 277,457 | 0 | 0 | ||
| Signature Bank New York | COM | 82669G104 | 14,806 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| State Street Corp | COM | 857477103 | 43,170 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | ||
| SVB Financial Group | COM | 78486Q101 | 22,108 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TD Ameritrade Hldg Corp | COM | 87236Y108 | 16,562 | 470,000 | SH | SOLE | 470,000 | 0 | 0 | ||
| Union Pac Corp | COM | 907818108 | 9,753 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| US Bancorp Del Com New | COM | 902973304 | 38,601 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| Wells Fargo & Co. New | COM | 949746101 | 50,922 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||