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 |
| American Express | COM | 25816109 | 48,258 | 651,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| AON | COM | G0408V102 | 19,494 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| BankUnited Inc | COM | 06652K103 | 14,979 | 419,000 | SH | SOLE | 419,000 | 0 | 0 | ||
| Berkshire Hathaway Inc Del Cl A Frmly | CL A | 84670108 | 17,181 | 88 | SH | SOLE | 88 | 0 | 0 | ||
| Berkshire Hathaway Inc Del Cl B Frmly | CL B | 84670702 | 4,564 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Blackrock Inc | COM | 09247X101 | 60,981 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| BOFI Hldg Inc | COM | 05566U108 | 42,513 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| Capital One Financial Corp | COM | 14040H105 | 15,446 | 213,000 | SH | SOLE | 213,000 | 0 | 0 | ||
| China Gerui Advanced Materials | COM | G21101103 | 15,337 | 19,172 | SH | SOLE | 19,172 | 0 | 0 | ||
| Goldman Sachs Group Inc | COM | 38141G104 | 14,595 | 84,000 | SH | SOLE | 84,000 | 0 | 0 | ||
| Home Bancshares Inc. | COM | 436893200 | 11,552 | 285,239 | SH | SOLE | 285,239 | 0 | 0 | ||
| JPMorgan Chase & Co. | COM | 46625H100 | 21,278 | 349,000 | SH | SOLE | 349,000 | 0 | 0 | ||
| McGraw Hill Finl Inc | COM | 580645109 | 12,975 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| M & T Bank Corp | COM | 55261F104 | 6,341 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| Mastercard Inc | Cl A | 57636Q104 | 11,265 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| Moodys Corp | COM | 615369105 | 12,127 | 123,500 | SH | SOLE | 123,500 | 0 | 0 | ||
| Prosperity Bancshares Inc | COM | 743606105 | 4,895 | 99,679 | SH | SOLE | 99,679 | 0 | 0 | ||
| Servisfirst Bancshares Inc | COM | 81768T | 7,785 | 187,457 | SH | SOLE | 187,457 | 0 | 0 | ||
| State Street Corp | COM | 857477103 | 26,211 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| Stock Yds Bancorp Inc | COM | 861025104 | 5,456 | 150,120 | SH | SOLE | 150,120 | 0 | 0 | ||
| TD Ameritrade Hldg Corp | COM | 87236Y108 | 14,168 | 445,000 | SH | SOLE | 445,000 | 0 | 0 | ||
| Union Pac Corp | COM | 907818108 | 19,892 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| US Bancorp Del Com New | COM | 902973304 | 40,152 | 979,100 | SH | SOLE | 979,100 | 0 | 0 | ||
| Wells Fargo & Co. New | COM | 949746101 | 50,728 | 987,900 | SH | SOLE | 987,900 | 0 | 0 | ||