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 INTL GROUP INC | COM NEW | 026874784 | 3,824 | 68,650 | SH | SOLE | 68,650 | 0 | 0 | ||
| ASSURED GUARANTY LTD | COM | G0585R106 | 6,637 | 149,270 | SH | SOLE | 149,270 | 0 | 0 | ||
| FEDNAT HLDG CO | COM | 31431B109 | 10,460 | 747,679 | SH | SOLE | 747,679 | 0 | 0 | ||
| FGL HLDGS | ORD SHS | G3402M102 | 1,558 | 195,200 | SH | SOLE | 195,200 | 0 | 0 | ||
| GALLAGHER ARTHUR J & CO | COM | 363576109 | 5,638 | 62,940 | SH | SOLE | 62,940 | 0 | 0 | ||
| GLOBAL INDTY LTD CAYMAN | USD CL A SHS | G3933F105 | 1,240 | 49,660 | SH | SOLE | 49,660 | 0 | 0 | ||
| HEALTH INS INNOVATIONS INC | COM CL A | 42225K106 | 5,247 | 210,450 | SH | SOLE | 210,450 | 0 | 0 | ||
| HEALTH INS INNOVATIONS INC | CALL | 42225K906 | 6,292 | 252,400 | SH | Call | SOLE | 252,400 | 0 | 0 | |
| LINCOLN NATL CORP IND | COM | 534187109 | 3,198 | 53,010 | SH | SOLE | 53,010 | 0 | 0 | ||
| MARKEL CORP | COM | 570535104 | 5,460 | 4,620 | SH | SOLE | 4,620 | 0 | 0 | ||
| PROTECTIVE INS CORP | CL B | 74368L203 | 1,048 | 60,080 | SH | SOLE | 60,080 | 0 | 0 | ||
| VOYA FINL INC | COM | 929089100 | 4,155 | 76,315 | SH | SOLE | 76,315 | 0 | 0 | ||
| WATFORD HOLDINGS LTD | SHS | G94787101 | 2,695 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 3,130 | 16,220 | SH | SOLE | 16,220 | 0 | 0 | ||