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 |
| ALLSTATE CORP | COM | 020002101 | 10,487 | 170,889 | SH | SOLE | 170,889 | 0 | 0 | ||
| ASSURED GUARANTY LTD | COM | G0585R106 | 10,035 | 452,850 | SH | SOLE | 452,850 | 0 | 0 | ||
| CNA FINL CORP | COM | 126117100 | 5,293 | 139,183 | SH | SOLE | 139,183 | 0 | 0 | ||
| CNINSURE INC | SPONSORED ADR | 18976M103 | 165 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| EMC INS GROUP INC | COM | 268664109 | 2,818 | 97,577 | SH | SOLE | 97,577 | 0 | 0 | ||
| EMPLOYERS HOLDINGS INC | COM | 292218104 | 3,395 | 176,358 | SH | SOLE | 176,358 | 0 | 0 | ||
| ERIE INDTY CO | CL A | 29530P102 | 7,677 | 101,266 | SH | SOLE | 101,266 | 0 | 0 | ||
| FEDERATED NATL HLDG CO | COM | 31422T101 | 8,736 | 311,016 | SH | SOLE | 311,016 | 0 | 0 | ||
| GALLAGHER ARTHUR J & CO | COM | 363576109 | 10,282 | 226,680 | SH | SOLE | 226,680 | 0 | 0 | ||
| GENWORTH FINL INC | COM CL A | 37247D106 | 5,879 | 448,810 | SH | SOLE | 448,810 | 0 | 0 | ||
| GLOBAL INDEMNITY PLC | SHS | G39319101 | 10,117 | 400,976 | SH | SOLE | 400,976 | 0 | 0 | ||
| HARTFORD FINL SVCS GROUP INC | COM | 416515104 | 9,412 | 252,676 | SH | SOLE | 252,676 | 0 | 0 | ||
| HERITAGE INS HLDGS INC | COM | 42727J102 | 151 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| METLIFE INC | COM | 59156R108 | 7,353 | 136,870 | SH | SOLE | 136,870 | 0 | 0 | ||
| PROASSURANCE CORP | COM | 74267C106 | 7,550 | 171,323 | SH | SOLE | 171,323 | 0 | 0 | ||
| PROTECTIVE LIFE CORP | COM | 743674103 | 13,044 | 187,929 | SH | SOLE | 187,929 | 0 | 0 | ||
| PRUDENTIAL FINL INC | COM | 744320102 | 7,695 | 87,500 | SH | SOLE | 87,500 | 0 | 0 | ||
| RADIAN GROUP INC | COM | 750236101 | 3,221 | 225,902 | SH | SOLE | 225,902 | 0 | 0 | ||
| REINSURANCE GROUP AMER INC | COM NEW | 759351604 | 4,949 | 61,756 | SH | SOLE | 61,756 | 0 | 0 | ||
| STATE AUTO FINL CORP | COM | 855707105 | 3,078 | 150,061 | SH | SOLE | 150,061 | 0 | 0 | ||
| VOYA FINL INC | COM | 929089100 | 3,910 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||