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
ASSURANT INC COM 04621X108 12,443 116,965 SH   SOLE   116,965 0 0
ATHENE HLDG LTD CL A G0684D107 9,320 216,433 SH   SOLE   216,433 0 0
BLACK KNIGHT INC COM 09215C105 23,354 388,256 SH   SOLE   388,256 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,561 106,211 SH   SOLE   106,211 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 12,673 314,463 SH   SOLE   314,463 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 24,893 202,911 SH   SOLE   202,911 0 0
FISERV INC COM 337738108 25,462 279,311 SH   SOLE   279,311 0 0
JONES LANG LASALLE INC COM 48020Q107 10,059 71,500 SH   SOLE   71,500 0 0
MORGAN STANLEY COM NEW 617446448 25,180 574,754 SH   SOLE   574,754 0 0
PRICE T ROWE GROUP INC COM 74144T108 10,971 100,000 SH   SOLE   100,000 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 15,588 129,000 SH   SOLE   129,000 0 0
SYNOVUS FINL CORP COM NEW 87161C501 13,441 384,017 SH   SOLE   384,017 0 0
THOMSON REUTERS CORP COM NEW 884903709 24,041 372,956 SH   SOLE   372,956 0 0
THUNDER BRIDGE ACQUISITION L SHS CLASS A G8857R100 5,215 500,000 SH   SOLE   500,000 0 0
TOTAL SYS SVCS INC COM 891906109 24,863 193,832 SH   SOLE   193,832 0 0
VIRTU FINL INC CL A 928254101 8,812 404,607 SH   SOLE   404,607 0 0