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 |
| ALLEGHANY CORP DEL | COM | 017175100 | 2,479 | 3,100 | SH | SOLE | 3,100 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 4,550 | 88,650 | SH | SOLE | 88,650 | 0 | 0 | ||
| ASSURED GUARANTY LTD | COM | G0585R106 | 3,331 | 67,950 | SH | SOLE | 67,950 | 0 | 0 | ||
| EMPLOYERS HOLDINGS INC | COM | 292218104 | 2,352 | 56,326 | SH | SOLE | 56,326 | 0 | 0 | ||
| FEDNAT HLDG CO | COM | 31431B109 | 6,410 | 385,445 | SH | SOLE | 385,445 | 0 | 0 | ||
| FGL HLDGS | ORD SHS | G3402M102 | 2,079 | 195,200 | SH | SOLE | 195,200 | 0 | 0 | ||
| GALLAGHER ARTHUR J & CO | COM | 363576109 | 4,480 | 47,040 | SH | SOLE | 47,040 | 0 | 0 | ||
| HEALTH INS INNOVATIONS INC | COM CL A | 42225K106 | 4,329 | 224,400 | SH | SOLE | 224,400 | 0 | 0 | ||
| HEALTH INS INNOVATIONS INC | CALL | 42225K906 | 4,869 | 252,400 | SH | Call | SOLE | 252,400 | 0 | 0 | |
| LINCOLN NATL CORP IND | COM | 534187109 | 2,833 | 48,010 | SH | SOLE | 48,010 | 0 | 0 | ||
| MARKEL CORP | COM | 570535104 | 2,424 | 2,120 | SH | SOLE | 2,120 | 0 | 0 | ||
| PROTECTIVE INS CORP | CL B | 74368L203 | 1,511 | 93,901 | SH | SOLE | 93,901 | 0 | 0 | ||
| VOYA FINL INC | COM | 929089100 | 3,434 | 56,315 | SH | SOLE | 56,315 | 0 | 0 | ||
| WATFORD HOLDINGS LTD | SHS | G94787101 | 5,547 | 220,467 | SH | SOLE | 220,467 | 0 | 0 | ||
| WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 4,285 | 21,220 | SH | SOLE | 21,220 | 0 | 0 | ||