The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ALLEGHANY CORP DEL | COM | 017175100 | 14,185 | 29,000 | SH | SOLE | 29,000 | 0 | 0 | ||
| AMERICAN FINL GROUP INC OHIO | COM | 025932104 | 12,102 | 190,701 | SH | SOLE | 190,701 | 0 | 0 | ||
| ARCH CAP GROUP LTD | ORD | G0450A105 | 11,584 | 404,330 | SH | SOLE | 404,330 | 0 | 0 | ||
| ARGO GROUP INTL HLDGS LTD | COM | G0464B107 | 10,438 | 299,674 | SH | SOLE | 299,674 | 0 | 0 | ||
| BERKLEY W R CORP | COM | 084423102 | 7,448 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| BRP GROUP INC | COM CL A | 05589G102 | 3,724 | 215,640 | SH | SOLE | 215,640 | 0 | 0 | ||
| EMPLOYERS HOLDINGS INC | COM | 292218104 | 224 | 7,434 | SH | SOLE | 7,434 | 0 | 0 | ||
| ENSTAR GROUP LIMITED | SHS | G3075P101 | 764 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| INTL GNRL INSURANCE HLDNGS L | SHS | G4809J106 | 1,258 | 182,347 | SH | SOLE | 182,347 | 0 | 0 | ||
| JAMES RIV GROUP LTD | COM | G5005R107 | 7,780 | 172,881 | SH | SOLE | 172,881 | 0 | 0 | ||
| MARKEL CORP | COM | 570535104 | 10,847 | 11,750 | SH | SOLE | 11,750 | 0 | 0 | ||
| MARSH & MCLENNAN COS INC | COM | 571748102 | 2,147 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| PROGRESSIVE CORP OHIO | COM | 743315103 | 6,008 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| RENAISSANCERE HOLDINGS LTD | COM | G7496G103 | 11,486 | 67,156 | SH | SOLE | 67,156 | 0 | 0 | ||
| RLI CORP | COM | 749607107 | 4,795 | 58,400 | SH | SOLE | 58,400 | 0 | 0 | ||