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 |
| ABBOTT LABS | COM | 002824100 | 467 | 5,918 | SH | DFND | 1 | 5,918 | 0 | 0 | |
| ALLEGHANY CORP DEL | COM | 017175100 | 854 | 1,546 | SH | DFND | 1 | 1,546 | 0 | 0 | |
| ALLSTATE CORP | COM | 020002101 | 2,313 | 25,212 | SH | DFND | 1 | 25,212 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 419 | 360 | SH | DFND | 1 | 360 | 0 | 0 | |
| AON PLC | SHS CL A | G0408V102 | 1,130 | 6,848 | SH | DFND | 1 | 6,848 | 0 | 0 | |
| ARCH CAP GROUP LTD | ORD | G0450A105 | 2,723 | 95,670 | SH | DFND | 1 | 95,670 | 0 | 0 | |
| AT&T INC | COM | 00206R102 | 429 | 14,700 | SH | DFND | 1 | 14,700 | 0 | 0 | |
| BLACKSTONE GROUP INC | COM CL A | 09260D107 | 602 | 13,201 | SH | DFND | 1 | 13,201 | 0 | 0 | |
| BOOKING HLDGS INC | COM | 09857L108 | 296 | 220 | SH | DFND | 1 | 220 | 0 | 0 | |
| CISCO SYS INC | COM | 17275R102 | 387 | 9,834 | SH | DFND | 1 | 9,834 | 0 | 0 | |
| CVS HEALTH CORP | COM | 126650100 | 484 | 8,165 | SH | DFND | 1 | 8,165 | 0 | 0 | |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 229 | 8,028 | SH | DFND | 1 | 8,028 | 0 | 0 | |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 233 | 16,271 | SH | DFND | 1 | 16,271 | 0 | 0 | |
| ESSENT GROUP LTD | COM | G3198U102 | 1,920 | 72,883 | SH | DFND | 1 | 72,883 | 0 | 0 | |
| EVEREST RE GROUP LTD | COM | G3223R108 | 1,685 | 8,757 | SH | DFND | 1 | 8,757 | 0 | 0 | |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | 990 | 12,141 | SH | DFND | 1 | 12,141 | 0 | 0 | |
| HARTFORD FINL SVCS GROUP INC | COM | 416515104 | 3,144 | 89,221 | SH | DFND | 1 | 89,221 | 0 | 0 | |
| HOME DEPOT INC | COM | 437076102 | 467 | 2,500 | SH | DFND | 1 | 2,500 | 0 | 0 | |
| ISHARES INC | JP MORGAN EM ETF | 464286517 | 1,310 | 35,000 | SH | DFND | 1 | 35,000 | 0 | 0 | |
| JOHNSON & JOHNSON | COM | 478160104 | 425 | 3,241 | SH | DFND | 1 | 3,241 | 0 | 0 | |
| JPMORGAN CHASE & CO | COM | 46625H100 | 383 | 4,253 | SH | DFND | 1 | 4,253 | 0 | 0 | |
| KIMBERLY CLARK CORP | COM | 494368103 | 471 | 3,680 | SH | DFND | 1 | 3,680 | 0 | 0 | |
| LAS VEGAS SANDS CORP | COM | 517834107 | 332 | 7,815 | SH | DFND | 1 | 7,815 | 0 | 0 | |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 909 | 20,000 | SH | DFND | 1 | 20,000 | 0 | 0 | |
| MARKEL CORP | COM | 570535104 | 2,194 | 2,365 | SH | DFND | 1 | 2,365 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 637 | 4,042 | SH | DFND | 1 | 4,042 | 0 | 0 | |
| NORFOLK SOUTHERN CORP | COM | 655844108 | 409 | 2,802 | SH | DFND | 1 | 2,802 | 0 | 0 | |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 473 | 5,700 | SH | DFND | 1 | 5,700 | 0 | 0 | |
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 361 | 1,200 | SH | DFND | 1 | 1,200 | 0 | 0 | |
| OLD REP INTL CORP | COM | 680223104 | 1,422 | 93,226 | SH | DFND | 1 | 93,226 | 0 | 0 | |
| PROCTER AND GAMBLE CO | COM | 742718109 | 503 | 4,577 | SH | DFND | 1 | 4,577 | 0 | 0 | |
| PRUDENTIAL FINL INC | COM | 744320102 | 1,869 | 35,841 | SH | DFND | 1 | 35,841 | 0 | 0 | |
| RADIAN GROUP INC | COM | 750236101 | 1,507 | 116,357 | SH | DFND | 1 | 116,357 | 0 | 0 | |
| RAYTHEON CO | COM NEW | 755111507 | 354 | 2,700 | SH | DFND | 1 | 2,700 | 0 | 0 | |
| RENAISSANCERE HOLDINGS LTD | COM | G7496G103 | 1,838 | 12,310 | SH | DFND | 1 | 12,310 | 0 | 0 | |
| ROSS STORES INC | COM | 778296103 | 424 | 4,875 | SH | DFND | 1 | 4,875 | 0 | 0 | |
| ROYAL DUTCH SHELL PLC | SPON ADR B | 780259107 | 225 | 6,900 | SH | DFND | 1 | 6,900 | 0 | 0 | |
| THIRD PT REINS LTD | COM | G8827U100 | 1,138 | 153,620 | SH | DFND | 1 | 153,620 | 0 | 0 | |
| TRAVELERS COMPANIES INC | COM | 89417E109 | 340 | 3,427 | SH | DFND | 1 | 3,427 | 0 | 0 | |
| UNION PAC CORP | COM | 907818108 | 421 | 2,985 | SH | DFND | 1 | 2,985 | 0 | 0 | |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | 1,619 | 9,534 | SH | DFND | 1 | 9,534 | 0 | 0 | |