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 | 58,968 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| AON | COM | G0408V102 | 23,266 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| Bank of the Ozarks | COM | 063904106 | 14,061 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| Berkshire Hathaway Inc Del Cl A Frmly | CL A | 084670108 | 30,564 | 120 | SH | SOLE | 120 | 0 | 0 | ||
| Berkshire Hathaway Inc Del Cl B Frmly | CL B | 084670702 | 5,927 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Blackrock Inc | COM | 09247X101 | 86,594 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| BOFI Hldg Inc | COM | 05566U108 | 47,440 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| Capital One Financial Corp | COM | 14040H105 | 52,463 | 635,000 | SH | SOLE | 635,000 | 0 | 0 | ||
| Goldman Sachs Group Inc | COM | 38141G104 | 26,628 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| Green Bancorp | COM | 39260X100 | 351 | 18,100 | SH | SOLE | 18,100 | 0 | 0 | ||
| Home Bancshares Inc | COM | 436893200 | 7,470 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| JPMorgan Chase & Co. | COM | 46625H100 | 22,850 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| KKR & Co. | COM | 48248M102 | 43,245 | 2,325,000 | SH | SOLE | 2,325,000 | 0 | 0 | ||
| Mastercard Inc | COM | 57636Q104 | 19,432 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| Moodys Corp | COM | 615369105 | 24,944 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| Prosperity Bancshares Inc | COM | 743606105 | 3,191 | 49,679 | SH | SOLE | 49,679 | 0 | 0 | ||
| Peoples Utah Bancorp | COM | 712706209 | 6,533 | 243,771 | SH | SOLE | 243,771 | 0 | 0 | ||
| S&P Global Inc | COM | 78409V104 | 26,278 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| Servisfirst Bancshares Inc | COM | 81768T108 | 7,378 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Signature Bank New York | COM | 82669G104 | 34,447 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| State Street Corp | COM | 857477103 | 31,405 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| SVB Financial Group | COM | 78486Q101 | 25,717 | 146,299 | SH | SOLE | 146,299 | 0 | 0 | ||
| TD Ameritrade Hldg Corp | COM | 87236Y108 | 20,205 | 470,000 | SH | SOLE | 470,000 | 0 | 0 | ||
| US Bancorp Del Com New | COM | 902973304 | 46,728 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| Visa Inc Com | COM | 92826C839 | 38,449 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
| Wells Fargo & Co. New | COM | 949746101 | 77,574 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||