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 |
| CARNIVAL CORPORATION | PAIRED CTF | 143658300 | 47,712 | 1,391,435 | SH | SOLE | 1 | 1,391,435 | 0 | 0 | |
| CRH P L C | ADR | 12626K203 | 11,444 | 563,456 | SH | SOLE | 1 | 563,456 | 0 | 0 | |
| HCC INS HLDGS INC | COM | 404132102 | 34,488 | 800,000 | SH | SOLE | 1 | 800,000 | 0 | 0 | |
| PROGRESSIVE CORP OHIO | COM | 743315103 | 25,420 | 1,000,000 | SH | SOLE | 1 | 1,000,000 | 0 | 0 | |
| RENAISSANCERE HOLDING LTD | COM | G7496G103 | 36,893 | 425,089 | SH | SOLE | 1 | 425,089 | 0 | 0 | |
| RYANAIR HOLDINGS PLC | SPON ADR | 783513104 | 35,256 | 684,180 | SH | SOLE | 1 | 684,180 | 0 | 0 | |
| SCHWAB CHARLES CORP | COM | 808513105 | 63,205 | 2,977,160 | SH | SOLE | 1 | 2,977,160 | 0 | 0 | |
| TIME WARNER CABLE INC | COM | 88732J207 | 102,428 | 910,635 | SH | SOLE | 1 | 910,635 | 0 | 0 | |