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 | 644 | 5,918 | SH | DFND | 1 | 5,918 | 0 | 0 | |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 810 | 10,000 | SH | DFND | 1 | 10,000 | 0 | 0 | |
| ALLEGHANY CORP DEL | COM | 017175100 | 2,592 | 4,980 | SH | DFND | 1 | 4,980 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 529 | 360 | SH | DFND | 1 | 360 | 0 | 0 | |
| AMERICAN FINL GROUP INC OHIO | COM | 025932104 | 1,734 | 25,885 | SH | DFND | 1 | 25,885 | 0 | 0 | |
| AON PLC | SHS CL A | G0403H108 | 1,413 | 6,848 | SH | DFND | 1 | 6,848 | 0 | 0 | |
| ARCH CAP GROUP LTD | ORD | G0450A105 | 2,798 | 95,670 | SH | DFND | 1 | 95,670 | 0 | 0 | |
| BERKLEY W R CORP | COM | 084423102 | 1,911 | 31,243 | SH | DFND | 1 | 31,243 | 0 | 0 | |
| BLACKSTONE GROUP INC | COM CL A | 09260D107 | 689 | 13,201 | SH | DFND | 1 | 13,201 | 0 | 0 | |
| BROADCOM INC | COM | 11135F101 | 401 | 1,100 | SH | DFND | 1 | 1,100 | 0 | 0 | |
| BRP GROUP INC | COM CL A | 05589G102 | 301 | 12,080 | SH | DFND | 1 | 12,080 | 0 | 0 | |
| CINCINNATI FINL CORP | COM | 172062101 | 1,787 | 22,920 | SH | DFND | 1 | 22,920 | 0 | 0 | |
| CVS HEALTH CORP | COM | 126650100 | 477 | 8,165 | SH | DFND | 1 | 8,165 | 0 | 0 | |
| ELECTRONIC ARTS INC | COM | 285512109 | 782 | 6,000 | SH | DFND | 1 | 6,000 | 0 | 0 | |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 257 | 16,271 | SH | DFND | 1 | 16,271 | 0 | 0 | |
| ESSENT GROUP LTD | COM | G3198U102 | 2,362 | 63,819 | SH | DFND | 1 | 63,819 | 0 | 0 | |
| EVEREST RE GROUP LTD | COM | G3223R108 | 3,460 | 17,514 | SH | DFND | 1 | 17,514 | 0 | 0 | |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | 1,282 | 12,141 | SH | DFND | 1 | 12,141 | 0 | 0 | |
| HARTFORD FINL SVCS GROUP INC | COM | 416515104 | 2,554 | 69,274 | SH | DFND | 1 | 69,274 | 0 | 0 | |
| HOME DEPOT INC | COM | 437076102 | 694 | 2,500 | SH | DFND | 1 | 2,500 | 0 | 0 | |
| ISHARES INC | JP MORGAN EM ETF | 464286517 | 1,464 | 35,000 | SH | DFND | 1 | 35,000 | 0 | 0 | |
| JOHNSON & JOHNSON | COM | 478160104 | 483 | 3,241 | SH | DFND | 1 | 3,241 | 0 | 0 | |
| JPMORGAN CHASE & CO | COM | 46625H100 | 409 | 4,253 | SH | DFND | 1 | 4,253 | 0 | 0 | |
| KIMBERLY CLARK CORP | COM | 494368103 | 543 | 3,680 | SH | DFND | 1 | 3,680 | 0 | 0 | |
| MERCK & CO. INC | COM | 58933Y105 | 362 | 4,370 | SH | DFND | 1 | 4,370 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 850 | 4,042 | SH | DFND | 1 | 4,042 | 0 | 0 | |
| NORFOLK SOUTHN CORP | COM | 655844108 | 600 | 2,802 | SH | DFND | 1 | 2,802 | 0 | 0 | |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 711 | 5,700 | SH | DFND | 1 | 5,700 | 0 | 0 | |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 553 | 1,200 | SH | DFND | 1 | 1,200 | 0 | 0 | |
| PROCTER AND GAMBLE CO | COM | 742718109 | 636 | 4,577 | SH | DFND | 1 | 4,577 | 0 | 0 | |
| PROGRESSIVE CORP | COM | 743315103 | 2,303 | 24,327 | SH | DFND | 1 | 24,327 | 0 | 0 | |
| PRUDENTIAL FINL INC | COM | 744320102 | 1,458 | 22,961 | SH | DFND | 1 | 22,961 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 415 | 3,525 | SH | DFND | 1 | 3,525 | 0 | 0 | |
| RENAISSANCERE HLDGS LTD | COM | G7496G103 | 2,089 | 12,310 | SH | DFND | 1 | 12,310 | 0 | 0 | |
| ROSS STORES INC | COM | 778296103 | 455 | 4,875 | SH | DFND | 1 | 4,875 | 0 | 0 | |
| STEWART INFORMATION SVCS COR | COM | 860372101 | 191 | 4,372 | SH | DFND | 1 | 4,372 | 0 | 0 | |
| TRAVELERS COMPANIES INC | COM | 89417E109 | 371 | 3,427 | SH | DFND | 1 | 3,427 | 0 | 0 | |
| UNION PAC CORP | COM | 907818108 | 588 | 2,985 | SH | DFND | 1 | 2,985 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 436 | 2,180 | SH | DFND | 1 | 2,180 | 0 | 0 | |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | 1,991 | 9,534 | SH | DFND | 1 | 9,534 | 0 | 0 | |