The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ATHENE HLDG LTD | CL A | G0684D107 | 12,860 | 248,703 | SH | SOLE | 248,703 | 0 | 0 | ||
| BGC PARTNERS INC | CL A | 05541T101 | 7,782 | 515,000 | SH | SOLE | 515,000 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 14,260 | 323,000 | SH | SOLE | 323,000 | 0 | 0 | ||
| COMERICA INC | COM | 200340107 | 24,003 | 276,500 | SH | SOLE | 276,500 | 0 | 0 | ||
| ESSENT GROUP LTD | COM | G3198U102 | 16,439 | 378,600 | SH | SOLE | 378,600 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 15,394 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| GRUPO SUPERVIELLE S A | SPONSORED ADR | 40054A108 | 13,194 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 10,101 | 94,454 | SH | SOLE | 94,454 | 0 | 0 | ||
| NATIONAL GEN HLDGS CORP | COM | 636220303 | 7,611 | 387,500 | SH | SOLE | 387,500 | 0 | 0 | ||
| NEWMARK GROUP INC | CL A | 65158N102 | 4,543 | 285,714 | SH | SOLE | 285,714 | 0 | 0 | ||
| SIGNATURE BK NEW YORK N Y | COM | 82669G104 | 12,353 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| SLM CORP | COM | 78442P106 | 6,215 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| VANTIV INC | CL A | 92210H105 | 11,768 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||