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
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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 INTL GROUP INC COM NEW 026874784 19,069 305,000 SH   SOLE   305,000 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 1,159 55,000 SH   SOLE   55,000 0 0
BANKUNITED INC COM 06652K103 4,635 137,500 SH   SOLE   137,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,856 70,000 SH   SOLE   70,000 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 21,888 152,500 SH   SOLE   152,500 0 0
SVB FINL GROUP COM 78486Q101 18,001 102,400 SH   SOLE   102,400 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 19,700 254,521 SH   SOLE   254,521 0 0
TRITON INTL LTD CL A G9078F107 8,360 250,000 SH   SOLE   250,000 0 0
US BANCORP DEL COM NEW 902973304 6,230 120,000 SH   SOLE   120,000 0 0
US BANCORP DEL CALL 902973904 992 800 SH Call SOLE   800 0 0
WELLS FARGO & CO NEW COM 949746101 9,281 167,500 SH   SOLE   167,500 0 0
WELLS FARGO & CO NEW *W EXP 10/28/201 949746119 1,221 55,000 SH   SOLE   55,000 0 0