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The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
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
CROWDSTRIKE HLDGS INC CL A 22788C105 1,483,806 8,130 SH DFND 8,130 0 0
ESSENT GROUP LTD COM G3198U102 79,136,101 1,666,374 SH DFND 1,2 1,666,374 0 0
ISHARES TR BB RAT CORP BD 46435U473 20,620,120 400,000 SH DFND 400,000 0 0
TRUPANION INC COM 898202106 112,599,742 1,477,493 SH DFND 1,2 1,477,493 0 0
UNIVERSAL INS HLDGS INC COM 91359V107 8,371,276 583,771 SH DFND 1,2 583,771 0 0