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 | 75,330 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
| Alibaba | Sponsored ADS | 01609W102 | 58,182 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| Alta Bancorp | COM | 021347109 | 27,648 | 990,283 | SH | SOLE | 990,283 | 0 | 0 | ||
| Arch Capital Group LTD | COM | G0450A105 | 72,140 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| Avalon Bay | COM | 053484101 | 64,172 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| Bank of the Ozarks | COM | 063904106 | 31,023 | 992,115 | SH | SOLE | 992,115 | 0 | 0 | ||
| Berkshire Hathaway Inc Del Cl A Frmly | CL A | 084670108 | 41,737 | 120 | SH | SOLE | 120 | 0 | 0 | ||
| Berkshire Hathaway Inc Del Cl B Frmly | CL B | 084670702 | 46,374 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| AXOS Financial Inc | COM | 05465C100 | 25,358 | 675,676 | SH | SOLE | 675,676 | 0 | 0 | ||
| Cadence Bancorporation | COM | 12739A101 | 44,050 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| Chubb Limited | COM | H1467J104 | 69,264 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| Citigroup | COM | 172967424 | 36,996 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| Eagle Bancorp | COM | 268948106 | 11,985 | 290,214 | SH | SOLE | 290,214 | 0 | 0 | ||
| Cl A | 30303M102 | 109,264 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| Goldman Sachs Group Inc | COM | 38141G104 | 31,645 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| Jones Lange Lasalle Inc. | COM | 48020Q107 | 59,348 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| KKR & Co. | COM | 48248M102 | 40,490 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| Mastercard Inc | COM | 57636Q104 | 30,339 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| Moodys Corp | COM | 615369105 | 14,512 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| Pacwest Bancorp | COM | 695263103 | 51,562 | 2,030,000 | SH | SOLE | 2,030,000 | 0 | 0 | ||
| Raymond James Financial Inc | COM | 754730109 | 19,134 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| S&P Global Inc | COM | 78409V104 | 16,436 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| Schwab Charles | COM | 808513105 | 22,991 | 433,479 | SH | SOLE | 433,479 | 0 | 0 | ||
| Servisfirst Bancshares Inc | COM | 81768T108 | 43,178 | 1,071,682 | SH | SOLE | 1,071,682 | 0 | 0 | ||
| Signature Bank New York | COM | 82669G104 | 74,409 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| Sterling Bancorp | COM | 85917A100 | 22,475 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| SVB Financial Group | COM | 78486Q101 | 48,478 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| Timberland Bancorp Inc | COM | 887098101 | 4,232 | 174,476 | SH | SOLE | 174,476 | 0 | 0 | ||
| US Bancorp Del Com New | COM | 902973304 | 81,119 | 1,741,141 | SH | SOLE | 1,741,141 | 0 | 0 | ||
| Visa Inc Com | COM | 92826C839 | 65,619 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| Wells Fargo & Co. New | COM | 949746101 | 10,713 | 355 | SH | SOLE | 355 | 0 | 0 | ||
| Western Alliance Bancorp | COM | 957638109 | 104,075 | 1,736,035 | SH | SOLE | 1,736,035 | 0 | 0 | ||