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 |
| ABBOTT LABS | COM | 002824100 | 700 | 5,918 | SH | DFND | 1 | 5,918 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 1,005 | 360 | SH | DFND | 1 | 360 | 0 | 0 | |
| AMERICAN FINL GROUP INC OHIO | COM | 025932104 | 6,043 | 41,498 | SH | DFND | 1 | 41,498 | 0 | 0 | |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 4,330 | 68,983 | SH | DFND | 1 | 68,983 | 0 | 0 | |
| ARCH CAP GROUP LTD | ORD | G0450A105 | 5,414 | 111,815 | SH | DFND | 1 | 111,815 | 0 | 0 | |
| BERKLEY W R CORP | COM | 084423102 | 6,241 | 93,729 | SH | DFND | 1 | 93,729 | 0 | 0 | |
| BLACKSTONE INC | COM | 09260D107 | 1,676 | 13,201 | SH | DFND | 1 | 13,201 | 0 | 0 | |
| BROADCOM INC | COM | 11135F101 | 693 | 1,100 | SH | DFND | 1 | 1,100 | 0 | 0 | |
| CHUBB LIMITED | COM | H1467J104 | 5,402 | 25,255 | SH | DFND | 1 | 25,255 | 0 | 0 | |
| CVS HEALTH CORP | COM | 126650100 | 826 | 8,165 | SH | DFND | 1 | 8,165 | 0 | 0 | |
| D R HORTON INC | COM | 23331A109 | 430 | 5,770 | SH | DFND | 1 | 5,770 | 0 | 0 | |
| ELECTRONIC ARTS INC | COM | 285512109 | 759 | 6,000 | SH | DFND | 1 | 6,000 | 0 | 0 | |
| ENACT HLDGS INC | COM | 29249E109 | 245 | 11,000 | SH | DFND | 1 | 11,000 | 0 | 0 | |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 420 | 16,271 | SH | DFND | 1 | 16,271 | 0 | 0 | |
| EVEREST RE GROUP LTD | COM | G3223R108 | 5,278 | 17,514 | SH | DFND | 1 | 17,514 | 0 | 0 | |
| EXXON MOBIL CORP | COM | 30231G102 | 1,639 | 19,850 | SH | DFND | 1 | 19,850 | 0 | 0 | |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | 4,240 | 24,282 | SH | DFND | 1 | 24,282 | 0 | 0 | |
| HARTFORD FINL SVCS GROUP INC | COM | 416515104 | 4,271 | 59,470 | SH | DFND | 1 | 59,470 | 0 | 0 | |
| HOME DEPOT INC | COM | 437076102 | 748 | 2,500 | SH | DFND | 1 | 2,500 | 0 | 0 | |
| JOHNSON & JOHNSON | COM | 478160104 | 574 | 3,241 | SH | DFND | 1 | 3,241 | 0 | 0 | |
| JPMORGAN CHASE & CO | COM | 46625H100 | 580 | 4,253 | SH | DFND | 1 | 4,253 | 0 | 0 | |
| LENNAR CORP | CL A | 526057104 | 1,177 | 14,500 | SH | DFND | 1 | 14,500 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 1,246 | 4,042 | SH | DFND | 1 | 4,042 | 0 | 0 | |
| MORGAN STANLEY | COM NEW | 617446448 | 747 | 8,550 | SH | DFND | 1 | 8,550 | 0 | 0 | |
| NORFOLK SOUTHN CORP | COM | 655844108 | 799 | 2,802 | SH | DFND | 1 | 2,802 | 0 | 0 | |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 1,055 | 5,700 | SH | DFND | 1 | 5,700 | 0 | 0 | |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 822 | 1,200 | SH | DFND | 1 | 1,200 | 0 | 0 | |
| PROCTER AND GAMBLE CO | COM | 742718109 | 699 | 4,577 | SH | DFND | 1 | 4,577 | 0 | 0 | |
| PROGRESSIVE CORP | COM | 743315103 | 4,880 | 42,814 | SH | DFND | 1 | 42,814 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 539 | 3,525 | SH | DFND | 1 | 3,525 | 0 | 0 | |
| RYAN SPECIALTY GROUP HLDGS I | CL A | 78351F107 | 1,241 | 32,000 | SH | DFND | 1 | 32,000 | 0 | 0 | |
| TRAVELERS COMPANIES INC | COM | 89417E109 | 5,711 | 31,253 | SH | DFND | 1 | 31,253 | 0 | 0 | |
| UNION PAC CORP | COM | 907818108 | 816 | 2,985 | SH | DFND | 1 | 2,985 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 483 | 2,180 | SH | DFND | 1 | 2,180 | 0 | 0 | |