The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 | 60,785 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
Alibaba | Sponsored ADS | 01609W102 | 53,925 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
Arch Capital Group LTD | COM | G0450A105 | 28,650 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
Avalon Bay | COM | 053484101 | 23,196 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
Bank of the Ozarks | COM | 063904106 | 23,284 | 992,115 | SH | SOLE | 992,115 | 0 | 0 | ||
Berkshire Hathaway Inc Del Cl A Frmly | CL A | 084670108 | 32,076 | 120 | SH | SOLE | 120 | 0 | 0 | ||
Berkshire Hathaway Inc Del Cl B Frmly | CL B | 084670702 | 35,702 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
AXOS Finl Inc | COM | 05465C100 | 4,381 | 198,428 | SH | SOLE | 198,428 | 0 | 0 | ||
Cadence Bancorporation | COM | 12739A101 | 17,720 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
Chubb Limited | COM | H1467J104 | 56,979 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
Citigroup | COM | 172967424 | 20,440 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
Cl A | 30303M102 | 90,828 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
Goldman Sachs Group Inc | COM | 38141G104 | 23,714 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
Jones Lange Lasalle Inc. | COM | 48020Q107 | 25,865 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
KKR & Co. | COM | 48248M102 | 30,880 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
Mastercard Inc | COM | 57636Q104 | 25,134 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
Moodys Corp | COM | 615369105 | 33,929 | 123,500 | SH | SOLE | 123,500 | 0 | 0 | ||
Peoples Utah Bancorp | COM | 712706209 | 19,957 | 888,180 | SH | SOLE | 888,180 | 0 | 0 | ||
Raymond James Financial Inc | COM | 754730109 | 13,766 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
S&P Global Inc | COM | 78409V104 | 49,422 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
Servisfirst Bancshares Inc | COM | 81768T108 | 38,323 | 1,071,682 | SH | SOLE | 1,071,682 | 0 | 0 | ||
Signature Bank New York | COM | 82669G104 | 26,730 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
Sterling Bancorp | COM | 85917A100 | 14,650 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
SVB Financial Group | COM | 78486Q101 | 38,021 | 176,410 | SH | SOLE | 176,410 | 0 | 0 | ||
TD Ameritrade Hldg Corp | COM | 87236Y108 | 14,552 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
Timberland Bancorp Inc | COM | 887098101 | 2,091 | 114,850 | SH | SOLE | 114,850 | 0 | 0 | ||
US Bancorp Del Com New | COM | 902973304 | 64,108 | 1,741,141 | SH | SOLE | 1,741,141 | 0 | 0 | ||
Visa Inc Com | COM | 92826C839 | 57,951 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
Watford Holdings Ltd | Com | G94787101 | 7,345 | 440,120 | SH | SOLE | 440,120 | 0 | 0 | ||
Wells Fargo & Co. New | COM | 949746101 | 9,088 | 355 | SH | SOLE | 355 | 0 | 0 | ||
Western Alliance Bancorp | COM | 957638109 | 65,743 | 1,736,035 | SH | SOLE | 1,736,035 | 0 | 0 |