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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALIBABA GROUP HOLDING-SP ADR COMMON EQUITY 01609W102   3,876 50,000 SH   SOLE   50,000 0 0
JPMORGAN CHASE COMMON EQUITY 46625H100   64,468 379,000 SH   SOLE   339,000 0 0
WESTERN ALLIANCE BANCORP COMMON EQUITY 957638109   18,750 285,000 SH   SOLE   120,000 0 0
PROGRESSIVE CORP COMMON EQUITY 743315103   28,988 182,000 SH   SOLE   142,000 0 0
ACCENTURE PLC CL A COMMON EQUITY G1151C101   5,264 15,000 SH   SOLE   15,000 0 0
KKR COMMON EQUITY 48251W104   19,967 241,000 SH   SOLE   241,000 0 0
GOLDMAN SACHS GROUP INC COMMON EQUITY 38141G104   5,787 15,000 SH   SOLE   15,000 0 0
BANK OZK COMMON EQUITY 06417N103   0 0 SH   SOLE   125,000 0 0
AON PLC CLASS A COMMON EQUITY G0403H108   14,260 49,000 SH   SOLE   15,000 0 0
BERKSHIRE HATHAWAY INC CL A COMMON EQUITY 084670108   23,875 44 SH   SOLE   44 0 0
CITIGROUP INC COMMON EQUITY 172967424   0 0 SH   SOLE   50,000 0 0
NORTHERN TRUST CORP COMMON EQUITY 665859104   2,531 30,000 SH   SOLE   30,000 0 0
AMERICAN EXPRESS CO COMMON EQUITY 025816109   36,946 197,215 SH   SOLE   183,400 0 0
CADENCE BANCORP COMMON EQUITY 12739A100   0 0 SH   SOLE   0 0 0
WELLS FARGO COMMON EQUITY 949746101   2,395 48,661 SH   SOLE   0 0 0
SCHWAB (CHARLES) CORP COMMON EQUITY 808513105   0 0 SH   SOLE   50,000 0 0
AMRYT PHARMA LTD - SPNR ADR COMMON EQUITY 03217L106   0 0 SH   SOLE   435,000 0 0
ARCH CAPITAL GROUP LTD COMMON EQUITY G0450A105   11,141 150,000 SH   SOLE   150,000 0 0
ATAI LIFESCIENCES NV COMMON EQUITY N0731H103   0 0 SH   SOLE   192,000 0 0
MASTERCARD INC A COMMON EQUITY 57636Q104   29,002 68,000 SH   SOLE   68,000 0 0
US BANCORP COMMON EQUITY 902973304   15,148 350,000 SH   SOLE   350,000 0 0
KALEYRA INC COMMON EQUITY 483379103   0 0 SH   SOLE   175,000 0 0
GLOBAL PAYMENTS INC COMMON EQUITY 37940X102   8,636 68,000 SH   SOLE   68,000 0 0