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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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 026874784 15,683 280,000 SH   SOLE N/A 280,000 0 0
BANKUNITED INC COM 06652K103 7,996 276,000 SH   SOLE N/A 276,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B 084670702 11,637 77,500 SH   SOLE N/A 77,500 0 0
CITY NATL CORP COM 178566105 12,122 150,000 SH   SOLE N/A 150,000 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 5,920 47,000 SH   SOLE N/A 47,000 0 0
STATE STR CORP COM 857477103 8,243 105,000 SH   SOLE N/A 105,000 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 6,791 125,000 SH   SOLE N/A 125,000 0 0
US BANCORP DEL COM 902973304 10,114 225,000 SH   SOLE N/A 225,000 0 0
WELLS FARGO & CO NEW COM 949746101 16,720 305,000 SH   SOLE N/A 305,000 0 0
AMERICAN INTL GROUP INC *W 026874156 2,462 100,000 SH   SOLE N/A 100,000 0 0
WELLS FARGO & CO NEW *W 949746119 2,990 140,000 SH   SOLE N/A 140,000 0 0
AMERICAN INTL GROUP INC COM 026874784 3,641 65,000 SH Call SOLE N/A 65,000 0 0
STATE STR CORP COM 857477103 4,710 60,000 SH Call SOLE N/A 60,000 0 0
WELLS FARGO & CO NEW COM 949746101 2,193 40,000 SH Call SOLE N/A 40,000 0 0