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
3M Co COM 88579Y101 5,505 40,325 SH   SOLE   40,325 0 0
Abbvie Inc COM 00287Y109 22,117 290,290 SH   SOLE   290,290 0 0
Allegiant Travel Co COM 01748X102 7,374 90,148 SH   SOLE   90,148 0 0
Amplify Energy Corp New COM 03212B103 10 17,272 SH   SOLE   17,272 0 0
AT&T Inc COM 00206R102 18,651 639,831 SH   SOLE   639,831 0 0
Block H & R Inc COM 093671105 8,967 636,854 SH   SOLE   636,854 0 0
Cadence Bancorporation CL A 12739A100 2,564 391,440 SH   SOLE   391,440 0 0
Cannae Hldgs Inc COM 13765N107 191,098 5,706,134 SH   SOLE   5,706,134 0 0
Ceridian HCM Hldg Inc COM 15677J108 50,070 1,000,000 SH   SOLE   1,000,000 0 0
Cisco Sys Inc COM 17275R102 13,224 336,414 SH   SOLE   336,414 0 0
Cullen Frost Bankers Inc COM 229899109 3,446 61,760 SH   SOLE   61,760 0 0
FGL Hldgs ORD SHS G3402M102 107,465 16,897,000 SH   SOLE   16,897,000 0 0
Fidelity Natl Information Sv COM 31620M106 27,967 229,919 SH   SOLE   229,919 0 0
First Finl Bancorp Oh COM 320209109 3,435 230,350 SH   SOLE   230,350 0 0
First Hawaiian Inc COM 32051X108 3,727 225,467 SH   SOLE   225,467 0 0
Genuine Parts Co COM 372460105 13,193 195,950 SH   SOLE   195,950 0 0
Invitation Homes Inc COM 46187W107 42,740 2,000,000 SH   SOLE   2,000,000 0 0
Johnson & Johnson COM 478160104 7,668 58,480 SH   SOLE   58,480 0 0
Lockheed Martin Corp COM 539830109 10,818 31,915 SH   SOLE   31,915 0 0
MGM Growth Pptys LLC CL A COM 55303A105 11,835 500,000 SH   SOLE   500,000 0 0
Nuverra Environmental Soluti COM PAR 67091K302 436 311,304 SH   SOLE   311,304 0 0
PepsiCo Inc COM 713448108 22,401 186,516 SH   SOLE   186,516 0 0
Philip Morris Intl Inc COM 718172109 16,387 224,600 SH   SOLE   224,600 0 0
Prosperity Bancshares Inc COM 743606105 3,599 74,590 SH   SOLE   74,590 0 0
Servisfirst Bancshares Inc COM 81768T108 2,241 76,447 SH   SOLE   76,447 0 0
Smart Sand Inc COM 83191H107 15 14,250 SH   SOLE   14,250 0 0
Southside Bancshares Inc COM 84470P109 2,188 72,000 SH   SOLE   72,000 0 0
Superior Energy Svcs Inc COM NEW 868157306 54 36,498 SH   SOLE   36,498 0 0
Telus Corporation COM 87971M103 4,421 280,000 SH   SOLE   280,000 0 0
Unitedhealth Group Inc COM 91324P102 8,090 32,440 SH   SOLE   32,440 0 0
United Parcel Service Inc CL B 911312106 9,968 106,701 SH   SOLE   106,701 0 0
Wells Fargo Co New COM 949746101 6,027 210,000 SH   SOLE   210,000 0 0