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 | 12,166 | 128,333 | SH | SOLE | 128,333 | 0 | 0 | ||
| ASPEN INSURANCE HOLDINGS LTD | SHS | G05384105 | 13,238 | 295,166 | SH | SOLE | 295,166 | 0 | 0 | ||
| ASSURED GUARANTY LTD | COM | G0585R106 | 34,752 | 960,000 | SH | SOLE | 960,000 | 0 | 0 | ||
| ATHENE HLDG LTD | CLASS A | G0684D107 | 25,974 | 543,281 | SH | SOLE | 543,281 | 0 | 0 | ||
| ATLAS FINANCIAL HOLDINGS INC | SHS NEW | G06207115 | 3,973 | 383,852 | SH | SOLE | 383,852 | 0 | 0 | ||
| AXIS CAPITAL HOLDINGS LTD | SHS | G0692U109 | 26,194 | 455,000 | SH | SOLE | 455,000 | 0 | 0 | ||
| BRIGHTHOUSE FINL INC | CALL | 10922N903 | 10,280 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| BROWN & BROWN INC | COM | 115236101 | 11,522 | 452,916 | SH | SOLE | 452,916 | 0 | 0 | ||
| EMC INS GROUP INC | COM | 268664109 | 3,181 | 117,462 | SH | SOLE | 117,462 | 0 | 0 | ||
| FEDERATED NATL HLDG CO | COM | 31422T101 | 16,743 | 1,061,671 | SH | SOLE | 1,061,671 | 0 | 0 | ||
| GALLAGHER ARTHUR J & CO | COM | 363576109 | 12,330 | 179,400 | SH | SOLE | 179,400 | 0 | 0 | ||
| GENWORTH FINL INC | COM CL A | 37247D106 | 1,349 | 476,525 | SH | SOLE | 476,525 | 0 | 0 | ||
| GLOBAL INDTY LTD CAYMAN | CLASS A SHS | G3933F105 | 13,934 | 403,646 | SH | SOLE | 403,646 | 0 | 0 | ||
| HARTFORD FINL SVCS GROUP INC | COM | 416515104 | 20,058 | 389,318 | SH | SOLE | 389,318 | 0 | 0 | ||
| LINCOLN NATL CORP IND | COM | 534187109 | 20,537 | 281,100 | SH | SOLE | 281,100 | 0 | 0 | ||
| MBIA INC | COM | 55262C100 | 1,671 | 180,405 | SH | SOLE | 180,405 | 0 | 0 | ||
| MERCURY GENL CORP NEW | COM | 589400100 | 11,507 | 250,864 | SH | SOLE | 250,864 | 0 | 0 | ||
| METLIFE INC | COM | 59156R108 | 16,924 | 368,800 | SH | SOLE | 368,800 | 0 | 0 | ||
| OLD REP INTL CORP | COM | 680223104 | 27,578 | 1,285,693 | SH | SOLE | 1,285,693 | 0 | 0 | ||
| PRUDENTIAL FINL INC | COM | 744320102 | 23,527 | 227,200 | SH | SOLE | 227,200 | 0 | 0 | ||
| VOYA FINL INC | COM | 929089100 | 20,134 | 398,700 | SH | SOLE | 398,700 | 0 | 0 | ||