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
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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
ATHENE HLDG LTD CL A G0684D107 12,718 290,103 SH   SOLE   290,103 0 0
BGC PARTNERS INC CL A 05541T101 9,452 835,000 SH   SOLE   835,000 0 0
BLACK KNIGHT INC COM 09215C105 17,792 332,259 SH   SOLE   332,259 0 0
ESSENT GROUP LTD COM G3198U102 8,905 248,600 SH   SOLE   248,600 0 0
FIRST DATA CORP NEW COM CL A 32008D106 8,372 400,000 SH Call SOLE   400,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 19,028 909,149 SH   SOLE   909,149 0 0
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 4,761 450,000 SH   SOLE   450,000 0 0
JPMORGAN CHASE & CO COM 46625H100 17,485 167,798 SH   SOLE   167,798 0 0
KEYCORP NEW COM 493267108 15,378 787,000 SH   SOLE   787,000 0 0
KKR & CO L P DEL COM UNITS 48248M102 37,275 1,500,000 SH Call SOLE   1,500,000 0 0
LPL FINL HLDGS INC COM 50212V100 10,695 163,190 SH   SOLE   163,190 0 0
NATIONAL GEN HLDGS CORP COM 636220303 10,203 387,500 SH   SOLE   387,500 0 0
THOMSON REUTERS CORP COM 884903105 27,256 676,000 SH   SOLE   676,000 0 0
WORLDPAY INC CL A 981558109 12,799 156,500 SH   SOLE   156,500 0 0