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 |
| ARES MGMT LP | COM SHS REG INT | 04014Y101 | 7,490 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| ATHENE HLDG LTD | CL A | G0684D107 | 10,695 | 223,703 | SH | SOLE | 223,703 | 0 | 0 | ||
| BGC PARTNERS INC | CL A | 05541T101 | 11,231 | 835,000 | SH | SOLE | 835,000 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 23,696 | 503,100 | SH | SOLE | 503,100 | 0 | 0 | ||
| COMERICA INC | COM | 200340107 | 23,599 | 246,000 | SH | SOLE | 246,000 | 0 | 0 | ||
| ESSENT GROUP LTD | COM | G3198U102 | 10,580 | 248,600 | SH | SOLE | 248,600 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 21,233 | 1,327,078 | SH | SOLE | 1,327,078 | 0 | 0 | ||
| GRUPO SUPERVIELLE S A | SPONSORED ADR | 40054A108 | 13,653 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 11,042 | 100,412 | SH | SOLE | 100,412 | 0 | 0 | ||
| KEYCORP NEW | COM | 493267108 | 10,498 | 537,000 | SH | SOLE | 537,000 | 0 | 0 | ||
| LPL FINL HLDGS INC | COM | 50212V100 | 11,794 | 193,121 | SH | SOLE | 193,121 | 0 | 0 | ||
| NATIONAL GEN HLDGS CORP | COM | 636220303 | 9,420 | 387,500 | SH | SOLE | 387,500 | 0 | 0 | ||
| NEWMARK GROUP INC | CL A | 65158N102 | 3,511 | 231,114 | SH | SOLE | 231,114 | 0 | 0 | ||
| THOMSON REUTERS CORP | COM | 884903105 | 7,923 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| WORLDPAY INC | CL A | 981558109 | 8,759 | 106,500 | SH | SOLE | 106,500 | 0 | 0 | ||