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 |
| Alphabet Inc | Class C | 02079K107 | 27,891 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| American Express | COM | 025816109 | 68,600 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| Bank of the Ozarks | COM | 063904106 | 20,749 | 460,700 | SH | SOLE | 460,700 | 0 | 0 | ||
| Berkshire Hathaway Inc Del Cl A Frmly | CL A | 084670108 | 33,844 | 120 | SH | SOLE | 120 | 0 | 0 | ||
| Berkshire Hathaway Inc Del Cl B Frmly | CL B | 084670702 | 6,532 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Blackrock Inc | COM | 09247X101 | 89,827 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| BOFI Hldg Inc | COM | 05566U108 | 33,803 | 826,293 | SH | SOLE | 826,293 | 0 | 0 | ||
| Capital One Financial Corp | COM | 14040H105 | 58,356 | 635,000 | SH | SOLE | 635,000 | 0 | 0 | ||
| Chubb Limited | COM | H1467J104 | 31,755 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| Citigroup | COM | 172967424 | 23,422 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| Cl A | 30303M102 | 29,148 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| Goldman Sachs Group Inc | COM | 38141G104 | 26,468 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| Green Bancorp | COM | 39260X100 | 390 | 18,100 | SH | SOLE | 18,100 | 0 | 0 | ||
| Home Bancshares Inc | COM | 436893200 | 6,768 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| JPMorgan Chase & Co. | COM | 46625H100 | 26,050 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| KKR & Co. | COM | 48248M102 | 64,610 | 2,600,000 | SH | SOLE | 2,600,000 | 0 | 0 | ||
| Mastercard Inc | COM | 57636Q104 | 31,443 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| Moodys Corp | COM | 615369105 | 34,964 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| Prosperity Bancshares Inc | COM | 743606105 | 3,396 | 49,679 | SH | SOLE | 49,679 | 0 | 0 | ||
| Peoples Utah Bancorp | COM | 712706209 | 26,775 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| Raymond James Financial Inc | COM | 754730109 | 22,337 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| S&P Global Inc | COM | 78409V104 | 36,700 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| Servisfirst Bancshares Inc | COM | 81768T108 | 28,376 | 680,000 | SH | SOLE | 680,000 | 0 | 0 | ||
| Signature Bank New York | COM | 82669G104 | 83,224 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| SVB Financial Group | COM | 78486Q101 | 42,245 | 146,299 | SH | SOLE | 146,299 | 0 | 0 | ||
| TD Ameritrade Hldg Corp | COM | 87236Y108 | 21,908 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| US Bancorp Del Com New | COM | 902973304 | 47,519 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| Visa Inc Com | COM | 92826C839 | 54,304 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
| Wells Fargo & Co. New | COM | 949746101 | 91,476 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||