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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   614,939 5,918 SH   DFND 1 5,918 0 0
ALPHABET INC CAP STK CL C 02079K107   1,320,624 7,200 SH   DFND 1 7,200 0 0
AMAZON COM INC COM 023135106   929,339 4,809 SH   DFND 1 4,809 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   3,367,972 45,366 SH   DFND 1 45,366 0 0
ARCH CAP GROUP LTD ORD G0450A105   7,217,872 71,542 SH   DFND 1 71,542 0 0
BERKLEY W R CORP COM 084423102   3,220,208 40,980 SH   DFND 1 40,980 0 0
BLACKSTONE INC COM 09260D107   1,634,284 13,201 SH   DFND 1 13,201 0 0
BROADCOM INC COM 11135F101   1,766,083 1,100 SH   DFND 1 1,100 0 0
CHUBB LIMITED COM H1467J104   3,589,231 14,071 SH   DFND 1 14,071 0 0
COREBRIDGE FINL INC COM 21871X109   4,703,142 161,509 SH   DFND 1 161,509 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   471,534 16,271 SH   DFND 1 16,271 0 0
EQUITABLE HLDGS INC COM 29452E101   3,128,037 76,555 SH   DFND 1 76,555 0 0
ESSENT GROUP LTD COM G3198U102   2,220,573 39,519 SH   DFND 1 39,519 0 0
EVEREST GROUP LTD COM G3223R108   3,336,592 8,757 SH   DFND 1 8,757 0 0
EXXON MOBIL CORP COM 30231G102   2,285,132 19,850 SH   DFND 1 19,850 0 0
FEDEX CORP COM 31428X106   479,744 1,600 SH   DFND 1 1,600 0 0
FIDELIS INSURANCE HOLDINGS L COM G3398L118   465,863 28,563 SH   DFND 1 28,563 0 0
GALLAGHER ARTHUR J & CO COM 363576109   3,148,283 12,141 SH   DFND 1 12,141 0 0
HAMILTON INSURANCE GROUP LTD CL B G42706104   233,100 14,000 SH   DFND 1 14,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   3,989,628 39,682 SH   DFND 1 39,682 0 0
HOME DEPOT INC COM 437076102   860,600 2,500 SH   DFND 1 2,500 0 0
INTL GNRL INSURANCE HLDNGS L SHS G4809J106   1,106,322 79,023 SH   DFND 1 79,023 0 0
JPMORGAN CHASE & CO COM 46625H100   860,212 4,253 SH   DFND 1 4,253 0 0
MEDTRONIC PLC SHS G5960L103   575,606 7,313 SH   DFND 1 7,313 0 0
MICROSOFT CORP COM 594918104   1,806,572 4,042 SH   DFND 1 4,042 0 0
MORGAN STANLEY COM NEW 617446448   830,975 8,550 SH   DFND 1 8,550 0 0
NMI HOLDINGS INC COM 629209305   827,036 24,296 SH   DFND 1 24,296 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   356,073 27,624 SH   DFND 1 27,624 0 0
NXP SEMICONDUCTORS N V COM N6596X109   1,533,813 5,700 SH   DFND 1 5,700 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   1,267,272 1,200 SH   DFND 1 1,200 0 0
PROGRESSIVE CORP COM 743315103   5,337,524 25,697 SH   DFND 1 25,697 0 0
PRUDENTIAL FINL INC COM 744320102   3,873,481 33,053 SH   DFND 1 33,053 0 0
QUALCOMM INC COM 747525103   702,110 3,525 SH   DFND 1 3,525 0 0
RENAISSANCERE HLDGS LTD COM G7496G103   3,076,168 13,763 SH   DFND 1 13,763 0 0
STRYKER CORPORATION COM 863667101   734,940 2,160 SH   DFND 1 2,160 0 0
TECK RESOURCES LTD CL B 878742204   924,470 19,300 SH   DFND 1 19,300 0 0
TRAVELERS COMPANIES INC COM 89417E109   2,949,447 14,505 SH   DFND 1 14,505 0 0
UNION PAC CORP COM 907818108   675,386 2,985 SH   DFND 1 2,985 0 0
VISA INC COM CL A 92826C839   572,185 2,180 SH   DFND 1 2,180 0 0