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
AMERICAN INTL GROUP INC COM NEW 026874784 19,041 305,000 SH   SOLE   305,000 0 0
BANKUNITED INC COM 06652K103 6,529 175,000 SH   SOLE   175,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,668 70,000 SH   SOLE   70,000 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 21,146 142,500 SH   SOLE   142,500 0 0
SVB FINL GROUP COM 78486Q101 19,586 105,250 SH   SOLE   105,250 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 19,611 235,000 SH   SOLE   235,000 0 0
TRITON INTL LTD CL A G9078F107 6,331 245,500 SH   SOLE   245,500 0 0
US BANCORP DEL COM NEW 902973304 9,013 175,000 SH   SOLE   175,000 0 0
WELLS FARGO & CO NEW COM 949746101 7,653 137,500 SH   SOLE   137,500 0 0
WELLS FARGO & CO NEW *W EXP 10/28/201 949746119 1,110 50,000 SH   SOLE   50,000 0 0
US BANCORP DEL CALL 902973904 986 800 SH Call SOLE   800 0 0