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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

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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
BANK OF AMERICA COM 60505104 33,770 2,200,000 SH   SOLE   2,200,000 0 0
BLACKSTONE GROUP LP COM 09253U108 63,899 2,125,000 SH   SOLE   2,125,000 0 0
CITIGROUP INC COM 172967424 11,025 2,250,000 SH   SOLE   2,250,000 0 0
COMMUNICATIONS SALES & LEASING INC COM 20341J104 62,146 3,525,000 SH   SOLE   3,525,000 0 0
D R HORTON INC COM 23331A109 1,528 53,025 SH   SOLE   53,025 0 0
KKR & CO LP. COM UNITS 48248M102 29,841 1,850,000 SH   SOLE   1,850,000 0 0
PHOENIX COMPANIES INC COM 71902E604 16,704 513,799 SH   SOLE   513,799 0 0
SPRINGLEAF HOLDINGS INC COM 85172J101 56,658 1,310,000 SH   SOLE   1,310,000 0 0