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 18,395 207,998 SH   SOLE   207,998 0 0
ARCH CAP GROUP LTD ORD G0450A105 9,329 100,000 SH   SOLE   100,000 0 0
ATHENE HLDG LTD CL A G0684D107 26,477 533,703 SH   SOLE   533,703 0 0
CBOE HLDGS INC COM 12503M108 8,249 90,257 SH   SOLE   90,257 0 0
CITIGROUP INC COM NEW 172967424 10,366 155,000 SH   SOLE   155,000 0 0
ENVESTNET INC COM 29404K106 8,407 212,308 SH   SOLE   212,308 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 10,675 124,999 SH   SOLE   124,999 0 0
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 5,424 300,000 SH   SOLE   300,000 0 0
IHS MARKIT LTD SHS G47567105 12,331 280,000 SH   SOLE   280,000 0 0
JPMORGAN CHASE & CO COM 46625H100 15,769 172,528 SH   SOLE   172,528 0 0
MSCI INC COM 55354G100 8,754 85,000 SH   SOLE   85,000 0 0
OM ASSET MGMT PLC SHS G67506108 2,486 167,319 SH   SOLE   167,319 0 0
PNC FINL SVCS GROUP INC COM 693475105 26,098 208,999 SH   SOLE   208,999 0 0
REGIONS FINL CORP NEW COM 7591EP100 13,753 939,400 SH   SOLE   939,400 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 11,100 288,999 SH   SOLE   288,999 0 0
VISA INC COM CL A 92826C839 12,848 137,000 SH   SOLE   137,000 0 0