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
ALLSTATE CORP COM 020002101 12,875 157,998 SH   SOLE   157,998 0 0
ATHENE HLDG LTD CL A G0684D107 45,298 906,148 SH   SOLE   906,148 0 0
CBOE HLDGS INC COM 12503M108 22,153 273,257 SH   SOLE   273,257 0 0
CITIGROUP INC COM NEW 172967424 10,768 180,000 SH   SOLE   180,000 0 0
ENVESTNET INC COM 29404K106 2,982 92,308 SH   SOLE   92,308 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 12,850 330,000 SH   SOLE   330,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 11,943 149,999 SH   SOLE   149,999 0 0
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 5,100 300,000 SH   SOLE   300,000 0 0
IHS MARKIT LTD SHS G47567105 8,810 210,000 SH   SOLE   210,000 0 0
JPMORGAN CHASE & CO COM 46625H100 18,668 212,528 SH   SOLE   212,528 0 0
MGIC INVT CORP WIS COM 552848103 3,039 300,000 SH   SOLE   300,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 25,130 208,999 SH   SOLE   208,999 0 0
RADIAN GROUP INC COM 750236101 4,490 250,000 SH   SOLE   250,000 0 0
REGIONS FINL CORP NEW COM 7591EP100 10,453 719,400 SH   SOLE   719,400 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 18,585 524,999 SH   SOLE   524,999 0 0
VISA INC COM CL A 92826C839 27,105 305,000 SH   SOLE   305,000 0 0