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 |
| AMERICAN EQTY INVT LIFE HLD | COM | 025676206 | 3,621 | 134,019 | SH | SOLE | 134,019 | 0 | 0 | ||
| AMERICAN FINL GROUP INC OHIO | COM | 025932104 | 300 | 3,116 | SH | SOLE | 3,116 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 16,153 | 375,135 | SH | SOLE | 375,135 | 0 | 0 | ||
| AMERIPRISE FINL INC | COM | 03076C106 | 279 | 2,180 | SH | SOLE | 2,180 | 0 | 0 | ||
| AON PLC | SHS CL A | G0408V102 | 319 | 1,869 | SH | SOLE | 1,869 | 0 | 0 | ||
| ASSURED GUARANTY LTD | COM | G0585R106 | 20,692 | 465,718 | SH | SOLE | 465,718 | 0 | 0 | ||
| ASSURANT INC | COM | 04621X108 | 8,091 | 85,250 | SH | SOLE | 85,250 | 0 | 0 | ||
| ATHENE HLDG LTD | CL A | G0684D107 | 8,942 | 219,167 | SH | SOLE | 219,167 | 0 | 0 | ||
| AXIS CAPITAL HOLDINGS LTD | SHS | G0692U109 | 11,490 | 209,750 | SH | SOLE | 209,750 | 0 | 0 | ||
| EMC INS GROUP INC | COM | 268664109 | 12,997 | 407,698 | SH | SOLE | 407,698 | 0 | 0 | ||
| FEDNAT HLDG CO | COM | 31431B109 | 10,053 | 626,743 | SH | SOLE | 626,743 | 0 | 0 | ||
| GALLAGHER ARTHUR J & CO | COM | 363576109 | 6,135 | 78,550 | SH | SOLE | 78,550 | 0 | 0 | ||
| GLOBAL INDTY LTD CAYMAN | USD CL A SHS | G3933F105 | 6,769 | 222,809 | SH | SOLE | 222,809 | 0 | 0 | ||
| HEALTH INS INNOVATIONS INC | COM CL A | 42225K106 | 4,398 | 163,985 | SH | SOLE | 163,985 | 0 | 0 | ||
| LINCOLN NATL CORP IND | COM | 534187109 | 11,745 | 200,086 | SH | SOLE | 200,086 | 0 | 0 | ||
| MARKEL CORP | COM | 570535104 | 10,373 | 10,412 | SH | SOLE | 10,412 | 0 | 0 | ||
| MGIC INVT CORP WIS | COM | 552848103 | 115 | 8,722 | SH | SOLE | 8,722 | 0 | 0 | ||
| OLD REP INTL CORP | COM | 680223104 | 6,185 | 295,673 | SH | SOLE | 295,673 | 0 | 0 | ||
| PROTECTIVE INS CORP | CL A | 74368L104 | 4,137 | 223,391 | SH | SOLE | 223,391 | 0 | 0 | ||
| PRUDENTIAL FINL INC | COM | 744320102 | 14,369 | 156,391 | SH | SOLE | 156,391 | 0 | 0 | ||
| RADIAN GROUP INC | COM | 750236101 | 517 | 24,946 | SH | SOLE | 24,946 | 0 | 0 | ||
| RENAISSANCERE HOLDINGS LTD | COM | G7496G103 | 440 | 3,067 | SH | SOLE | 3,067 | 0 | 0 | ||
| VOYA FINL INC | COM | 929089100 | 13,270 | 265,620 | SH | SOLE | 265,620 | 0 | 0 | ||
| WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 15,311 | 87,166 | SH | SOLE | 87,166 | 0 | 0 | ||