The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 | 25,890 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
Alibaba | Sponsored ADS | 01609W102 | 13,707 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
American Express | COM | 025816109 | 66,724 | 700,000 | SH | SOLE | 25,000 | 0 | 0 | ||
Bank of the Ozarks | COM | 063904106 | 31,961 | 1,399,998 | SH | SOLE | 1,399,998 | 0 | 0 | ||
Berkshire Hathaway Inc Del Cl A Frmly | CL A | 084670108 | 36,720 | 120 | SH | SOLE | 120 | 0 | 0 | ||
Berkshire Hathaway Inc Del Cl B Frmly | CL B | 084670702 | 7,146 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
Blackrock Inc | COM | 09247X101 | 70,707 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
AXOS Finl Inc | COM | 05465C100 | 4,996 | 198,428 | SH | SOLE | 198,428 | 0 | 0 | ||
Capital One Financial Corp | COM | 14040H105 | 37,795 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
Chubb Limited | COM | H1467J104 | 32,295 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
Citigroup | COM | 172967424 | 20,824 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
Cl A | 30303M102 | 22,940 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||
Goldman Sachs Group Inc | COM | 38141G104 | 20,046 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
Home Bancshares Inc | COM | 436893200 | 10,621 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
JPMorgan Chase & Co. | COM | 46625H100 | 24,405 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
KKR & Co. | COM | 48248M102 | 49,075 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
Mastercard Inc | COM | 57636Q104 | 28,297 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
Moodys Corp | COM | 615369105 | 28,708 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
Prosperity Bancshares Inc | COM | 743606105 | 3,095 | 49,679 | SH | SOLE | 49,679 | 0 | 0 | ||
Peoples Utah Bancorp | COM | 712706209 | 22,612 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
Raymond James Financial Inc | COM | 754730109 | 27,903 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
S&P Global Inc | COM | 78409V104 | 30,589 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
Servisfirst Bancshares Inc | COM | 81768T108 | 28,683 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
Signature Bank New York | COM | 82669G104 | 77,107 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
Sterling Bancorp | COM | 85917A100 | 9,892 | 599,200 | SH | SOLE | 599,200 | 0 | 0 | ||
SVB Financial Group | COM | 78486Q101 | 33,236 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
TD Ameritrade Hldg Corp | COM | 87236Y108 | 19,584 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
Texas Capital Bancshares | COM | 88224Q107 | 10,218 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
US Bancorp Del Com New | COM | 902973304 | 45,700 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
Visa Inc Com | COM | 92826C839 | 52,776 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
Wells Fargo & Co. New | COM | 949746101 | 76,032 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
Western Alliance Bancorp | COM | 957638109 | 19,745 | 500,000 | SH | SOLE | 500,000 | 0 | 0 |