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
hours per response: 23.8
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
AMERICAS CAR MART INC COM 03062T105 9,272 105,519 SH   SOLE   105,519 0 0
CAPITAL ONE FINL CORP COM 14040H105 9,281 148,278 SH   SOLE   148,278 0 0
FIRST FNDTN INC COM 32026V104 17,180 1,051,394 SH   SOLE   1,051,394 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 49,234 249,136 SH   SOLE   249,136 0 0
HILLTOP HOLDINGS INC COM 432748101 16,244 880,431 SH   SOLE   880,431 0 0
INTERNATIONAL BANCSHARES COR COM 459044103 7,164 223,740 SH   SOLE   223,740 0 0
LPL FINL HLDGS INC COM 50212V100 5,639 71,927 SH   SOLE   71,927 0 0
MORGAN STANLEY COM NEW 617446448 52,391 1,084,699 SH   SOLE   1,084,699 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 14,508 135,691 SH   SOLE   135,691 0 0
CADENCE BANCORPORATION CL A 12739A100 21,515 2,428,290 SH   SOLE   2,428,290 0 0
ALLY FINL INC COM 02005N100 5,170 260,732 SH   SOLE   260,732 0 0
PAYPAL HLDGS INC COM 70450Y103 82,298 472,353 SH   SOLE   472,353 0 0
TEXAS CAP BANCSHARES INC COM 88224Q107 11,983 388,169 SH   SOLE   388,169 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 5,995 587,750 SH   SOLE   587,750 0 0
COMERICA INC COM 200340107 13,278 348,492 SH   SOLE   348,492 0 0
DISCOVER FINL SVCS COM 254709108 7,549 150,700 SH   SOLE   150,700 0 0
CANNAE HLDGS INC COM 13765N107 72,639 1,767,384 SH   SOLE   1,767,384 0 0
COWEN INC CL A NEW 223622606 5,512 340,007 SH   SOLE   340,007 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 7,645 57,016 SH   SOLE   57,016 0 0
GLOBAL PMTS INC COM 37940X102 35,616 209,977 SH   SOLE   209,977 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 4,847 229,078 SH   SOLE   229,078 0 0
MASTERCARD INCORPORATED CL A 57636Q104 5,668 19,167 SH   SOLE   19,167 0 0
ZILLOW GROUP INC CL A 98954M101 2,590 45,059 SH   SOLE   45,059 0 0
AON PLC SHS CL A G0403H108 2,923 15,179 SH   SOLE   15,179 0 0
FRANKLIN RESOURCES INC COM 354613101 2,826 134,761 SH   SOLE   134,761 0 0
BRIGHTSPHERE INVT GROUP INC COM 10948W103 6,569 527,224 SH   SOLE   527,224 0 0
COSTAR GROUP INC COM 22160N109 4,975 7,000 SH   SOLE   7,000 0 0
CARVANA CO CL A 146869102 2,021 16,817 SH   SOLE   16,817 0 0
ESSENT GROUP LTD COM G3198U102 2,946 81,223 SH   SOLE   81,223 0 0
FISERV INC COM 337738108 24,601 252,003 SH   SOLE   252,003 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 14,488 472,529 SH   SOLE   472,529 0 0
GREENSKY INC CL A 39572G100 2,197 448,413 SH   SOLE   448,413 0 0
INVITATION HOMES INC COM 46187W107 4,537 164,802 SH   SOLE   164,802 0 0
INVESCO LTD SHS G491BT108 7,594 705,733 SH   SOLE   705,733 0 0
PENN NATL GAMING INC COM 707569109 1,446 47,338 SH   SOLE   47,338 0 0
RADIAN GROUP INC COM 750236101 5,253 338,691 SH   SOLE   338,691 0 0
FRONT YD RESIDENTIAL CORP COM 35904G107 1,309 150,514 SH   SOLE   150,514 0 0
B. RILEY FINANCIAL INC COM 05580M108 5,517 253,542 SH   SOLE   253,542 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 12,420 72,621 SH   SOLE   72,621 0 0
REPAY HLDGS CORP COM CL A 76029L100 9,198 373,458 SH   SOLE   373,458 0 0
STIFEL FINL CORP COM 860630102 16,437 346,546 SH   SOLE   346,546 0 0
SELECTQUOTE INC COM 816307300 5,467 215,838 SH   SOLE   215,838 0 0
TREBIA ACQUISITION CORP UNIT 99/99/9999 G9027T125 3,096 296,309 SH   SOLE   296,309 0 0
FOLEY TRASIMENE ACQUISTN COR UNIT 99/99/9999 34431F203 9,925 930,199 SH   SOLE   930,199 0 0
ALLEGHANY CORP DEL COM 017175100 3,258 6,660 SH   SOLE   6,660 0 0