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 | 25,917 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| Alibaba | Sponsored ADS | 01609W102 | 18,245 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| American Express | COM | 025816109 | 76,510 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| Bank of the Ozarks | COM | 063904106 | 40,572 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| Berkshire Hathaway Inc Del Cl A Frmly | CL A | 084670108 | 36,145 | 120 | SH | SOLE | 120 | 0 | 0 | ||
| Berkshire Hathaway Inc Del Cl B Frmly | CL B | 084670702 | 7,031 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Blackrock Inc | COM | 09247X101 | 64,105 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| AXOS Finl Inc | COM | 05465C100 | 5,746 | 198,428 | SH | SOLE | 198,428 | 0 | 0 | ||
| Cadence Bancorporation | COM | 12739A101 | 18,550 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| Capital One Financial Corp | COM | 14040H105 | 40,845 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| Chubb Limited | COM | H1467J104 | 35,020 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| Citigroup | COM | 172967424 | 24,888 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| Cl A | 30303M102 | 29,170 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||
| Goldman Sachs Group Inc | COM | 38141G104 | 23,038 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| Home Bancshares Inc | COM | 436893200 | 12,299 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| JPMorgan Chase & Co. | COM | 46625H100 | 25,307 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| KKR & Co. | COM | 48248M102 | 58,725 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| Mastercard Inc | COM | 57636Q104 | 35,317 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| Moodys Corp | COM | 615369105 | 37,123 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| Peoples Utah Bancorp | COM | 712706209 | 19,777 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| Raymond James Financial Inc | COM | 754730109 | 30,153 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| S&P Global Inc | COM | 78409V104 | 37,899 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| Servisfirst Bancshares Inc | COM | 81768T108 | 38,108 | 1,128,818 | SH | SOLE | 1,128,818 | 0 | 0 | ||
| Signature Bank New York | COM | 82669G104 | 96,052 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| Sterling Bancorp | COM | 85917A100 | 11,163 | 599,200 | SH | SOLE | 599,200 | 0 | 0 | ||
| SVB Financial Group | COM | 78486Q101 | 38,913 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| TD Ameritrade Hldg Corp | COM | 87236Y108 | 19,996 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| Texas Capital Bancshares | COM | 88224Q107 | 10,918 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Timberland Bancorp Inc | COM | 887098101 | 1,399 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| US Bancorp Del Com New | COM | 902973304 | 48,190 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| Visa Inc Com | COM | 92826C839 | 62,476 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| Wells Fargo & Co. New | COM | 949746101 | 79,728 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
| Western Alliance Bancorp | COM | 957638109 | 61,560 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||