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 |
| CONSTELLIUM NV | CL A | N22035104 | 12,299 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | ||
| ESSENT GROUP LTD | COM | G3198U102 | 10,103 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 4,048 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
| JBG SMITH PROPERTIES | COM | 46590V100 | 9,835 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 4,629 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| NMI HOLDINGS INC | CL A | 629209305 | 6,388 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| PALOMAR HOLDINGS INC | COM | 69753M105 | 2,404 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 2,980 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| PROGRESSIVE CORP OHIO | COM | 743315103 | 5,995 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | 4,504 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| VISTRA ENERGY CORP | COM | 92840M102 | 13,131 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | ||