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 |
| AON PLC | SHS CL A | G0408V102 | 6,867 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
| ASSURED GUARANTY LTD | COM | G0585R106 | 6,038 | 159,943 | SH | SOLE | 159,943 | 0 | 0 | ||
| ATHENE HLDG LTD | CL A | G0684D107 | 25,448 | 472,654 | SH | SOLE | 472,654 | 0 | 0 | ||
| ATLAS FINANCIAL HOLDINGS INC | SHS NEW | G06207115 | 9,096 | 481,246 | SH | SOLE | 481,246 | 0 | 0 | ||
| BROWN & BROWN INC | COM | 115236101 | 15,212 | 315,658 | SH | SOLE | 315,658 | 0 | 0 | ||
| CHUBB LIMITED | COM | H1467J104 | 21,383 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| EMC INS GROUP INC | COM | 268664109 | 7,685 | 273,007 | SH | SOLE | 273,007 | 0 | 0 | ||
| FEDERATED NATL HLDG CO | COM | 31422T101 | 12,577 | 805,673 | SH | SOLE | 805,673 | 0 | 0 | ||
| GALLAGHER ARTHUR J & CO | COM | 363576109 | 15,388 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| GENWORTH FINL INC | COM CL A | 37247D106 | 3,609 | 937,276 | SH | SOLE | 937,276 | 0 | 0 | ||
| GLOBAL INDTY LTD CAYMAN | USD CL A SHS | G3933F105 | 20,608 | 486,048 | SH | SOLE | 486,048 | 0 | 0 | ||
| HARTFORD FINL SVCS GROUP INC | COM | 416515104 | 13,156 | 237,350 | SH | SOLE | 237,350 | 0 | 0 | ||
| MGIC INVT CORP WIS | COM | 552848103 | 25,737 | 2,054,058 | SH | SOLE | 2,054,058 | 0 | 0 | ||
| OLD REP INTL CORP | COM | 680223104 | 25,821 | 1,311,393 | SH | SOLE | 1,311,393 | 0 | 0 | ||
| PROGRESSIVE CORP OHIO | COM | 743315103 | 13,524 | 279,301 | SH | SOLE | 279,301 | 0 | 0 | ||
| RADIAN GROUP INC | COM | 750236101 | 23,394 | 1,251,697 | SH | SOLE | 1,251,697 | 0 | 0 | ||
| TRAVELERS COMPANIES INC | COM | 89417E109 | 29,895 | 244,000 | SH | SOLE | 244,000 | 0 | 0 | ||
| UNITED INS HLDGS CORP | COM | 910710102 | 5,093 | 312,459 | SH | SOLE | 312,459 | 0 | 0 | ||
| UNIVERSAL INS HLDGS INC | COM | 91359V107 | 19,062 | 828,787 | SH | SOLE | 828,787 | 0 | 0 | ||
| VOYA FINL INC | COM | 929089100 | 20,117 | 504,307 | SH | SOLE | 504,307 | 0 | 0 | ||
| WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 23,794 | 154,279 | SH | SOLE | 154,279 | 0 | 0 | ||