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 |
| ASSURANT INC | COM | 04621X108 | 31,851 | 335,588 | SH | SOLE | 335,588 | 0 | 0 | ||
| AXA EQUITABLE HLDGS INC | COM | 054561105 | 21,319 | 1,058,547 | SH | SOLE | 1,058,547 | 0 | 0 | ||
| BGC PARTNERS INC | CL A | 05541T101 | 11,664 | 2,196,579 | SH | SOLE | 2,196,579 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 26,985 | 495,134 | SH | SOLE | 495,134 | 0 | 0 | ||
| CURO GROUP HLDGS CORP | COM | 23131L107 | 526 | 52,482 | SH | SOLE | 52,482 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 20,818 | 569,578 | SH | SOLE | 569,578 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 26,661 | 302,000 | SH | SOLE | 302,000 | 0 | 0 | ||
| MOELIS & CO | CL A | 60786M105 | 4,598 | 110,500 | SH | SOLE | 110,500 | 0 | 0 | ||
| MORGAN STANLEY | COM NEW | 617446448 | 7,174 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| NEWMARK GROUP INC | CL A | 65158N102 | 11,157 | 1,337,764 | SH | SOLE | 1,337,764 | 0 | 0 | ||
| SYNOVUS FINL CORP | COM NEW | 87161C501 | 6,013 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| THOMSON REUTERS CORP | COM NEW | 884903709 | 18,295 | 309,040 | SH | SOLE | 309,040 | 0 | 0 | ||
| TOTAL SYS SVCS INC | COM | 891906109 | 36,164 | 380,630 | SH | SOLE | 380,630 | 0 | 0 | ||
| VIRTU FINL INC | CL A | 928254101 | 15,200 | 640,000 | SH | SOLE | 640,000 | 0 | 0 | ||