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
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
3M Co COM 88579Y101 6,990 40,325 SH   SOLE   40,325 0 0
Abbvie Inc COM 00287Y109 21,110 290,290 SH   SOLE   290,290 0 0
Allegiant Travel Co COM 01748X102 12,936 90,148 SH   SOLE   90,148 0 0
AT&T Inc COM 00206R102 21,441 639,831 SH   SOLE   639,831 0 0
Cadence Bancorporation CL A 12739A100 6,034 290,080 SH   SOLE   290,080 0 0
Cannae Hldgs Inc COM 13765N107 165,364 5,706,134 SH   SOLE   5,706,134 0 0
Ceridian HCM Hldg Inc COM 15677J108 50,200 1,000,000 SH   SOLE   1,000,000 0 0
Cullen Frost Bankers Inc COM 229899109 5,784 61,760 SH   SOLE   61,760 0 0
Cumulus Media Inc COM CLASS A 231082801 693 37,336 SH   SOLE   37,336 0 0
FGL Hldgs ORD SHS G3402M102 141,935 16,897,000 SH   SOLE   16,897,000 0 0
Fidelity Natl Information Sv COM 31620M106 8,593 70,041 SH   SOLE   70,041 0 0
First Finl Bancorp Oh COM 320209109 5,579 230,350 SH   SOLE   230,350 0 0
First Hawaiian Inc COM 32051X108 5,833 225,467 SH   SOLE   225,467 0 0
Genuine Parts Co COM 372460105 20,297 195,950 SH   SOLE   195,950 0 0
Invitation Homes Inc COM 46187W107 53,460 2,000,000 SH   SOLE   2,000,000 0 0
Johnson & Johnson COM 478160104 8,145 58,480 SH   SOLE   58,480 0 0
Legacy Tex Finl Group Inc COM 52471Y106 5,751 141,270 SH   SOLE   141,270 0 0
Lockheed Martin Corp COM 539830109 11,602 31,915 SH   SOLE   31,915 0 0
MGM Growth Pptys LLC CL A COM 55303A105 15,325 500,000 SH   SOLE   500,000 0 0
Nuverra Environmental Soluti COM PAR 67091K302 1,279 311,304 SH   SOLE   311,304 0 0
PepsiCo Inc COM 713448108 24,458 186,516 SH   SOLE   186,516 0 0
Philip Morris Intl Inc COM 718172109 17,638 224,600 SH   SOLE   224,600 0 0
Servisfirst Bancshares Inc COM 81768T108 2,619 76,447 SH   SOLE   76,447 0 0
Smart Sand Inc COM 83191H107 35 14,250 SH   SOLE   14,250 0 0
Southside Bancshares Inc COM 84470P109 2,331 72,000 SH   SOLE   72,000 0 0
Unitedhealth Group Inc COM 91324P102 7,916 32,440 SH   SOLE   32,440 0 0
United Parcel Service Inc CL B 911312106 5,467 52,938 SH   SOLE   52,938 0 0
Wells Fargo Co New COM 949746101 9,937 210,000 SH   SOLE   210,000 0 0
Worldpay Inc CL A 981558109 51,058 416,626 SH   SOLE   416,626 0 0