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 | 33,425 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| Alibaba | Sponsored ADS | 01609W102 | 26,512 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| American Express | COM | 025816109 | 87,143 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| Arch Capital Group LTD | COM | G0450A105 | 5,361 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| Bank of the Ozarks | COM | 063904106 | 42,707 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| Berkshire Hathaway Inc Del Cl A Frmly | CL A | 084670108 | 40,750 | 120 | SH | SOLE | 120 | 0 | 0 | ||
| Berkshire Hathaway Inc Del Cl B Frmly | CL B | 084670702 | 7,927 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Blackrock Inc | COM | 09247X101 | 70,378 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| AXOS Finl Inc | COM | 05465C100 | 6,008 | 198,428 | SH | SOLE | 198,428 | 0 | 0 | ||
| Cadence Bancorporation | COM | 12739A101 | 36,260 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| Chubb Limited | COM | H1467J104 | 35,032 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| Citigroup | COM | 172967424 | 31,956 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| Cl A | 30303M102 | 35,918 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||
| Goldman Sachs Group Inc | COM | 38141G104 | 27,591 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| Home Bancshares Inc | COM | 436893200 | 13,762 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| KKR & Co. | COM | 48248M102 | 78,759 | 2,700,000 | SH | SOLE | 2,700,000 | 0 | 0 | ||
| Mastercard Inc | COM | 57636Q104 | 37,323 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| Moodys Corp | COM | 615369105 | 39,172 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| Peoples Utah Bancorp | COM | 712706209 | 22,590 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| Raymond James Financial Inc | COM | 754730109 | 33,547 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| S&P Global Inc | COM | 78409V104 | 46,418 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| Servisfirst Bancshares Inc | COM | 81768T108 | 56,520 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| Signature Bank New York | COM | 82669G104 | 102,457 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| Sterling Bancorp | COM | 85917A100 | 21,080 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| SVB Financial Group | COM | 78486Q101 | 50,208 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TD Ameritrade Hldg Corp | COM | 87236Y108 | 19,880 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| Texas Capital Bancshares | COM | 88224Q107 | 17,031 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| Timberland Bancorp Inc | COM | 887098101 | 2,803 | 94,278 | SH | SOLE | 94,278 | 0 | 0 | ||
| US Bancorp Del Com New | COM | 902973304 | 59,290 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| Visa Inc Com | COM | 92826C839 | 70,462 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| Watford Holdings Ltd | Com | G94787101 | 7,548 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| Wells Fargo & Co. New | COM | 949746101 | 75,320 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| Western Alliance Bancorp | COM | 957638109 | 106,875 | 1,875,000 | SH | SOLE | 1,875,000 | 0 | 0 | ||