The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
ABBOTT LABS COM 002824100 536,999 5,918 SH DFND 1 0 5,918 0
ALPHABET INC CLASS C CAP STK CL C 02079K107 2,543,976 7,200 SH DFND 1 0 7,200 0
AMAZON COM INC COM 023135106 1,146,177 4,809 SH DFND 1 0 4,809 0
AON PLC SHS CL A G0403H108 5,799,931 17,486 SH DFND 1 0 17,486 0
ARCH CAP GROUP LTD ORD G0450A105 4,032,843 41,550 SH DFND 1 0 41,550 0
BERKLEY W R CORP COM 084423102 4,517,164 64,046 SH DFND 1 0 64,046 0
BLACKSTONE INC COM 09260D107 1,553,362 13,201 SH DFND 1 0 13,201 0
BROADCOM INC COM 11135F101 3,242,984 8,585 SH DFND 1 0 8,585 0
CHUBB LTD SWITZ COM H1467J104 6,280,520 18,432 SH DFND 1 0 18,432 0
COREBRIDGE FINL INC COM 21871X109 2,652,827 92,659 SH DFND 1 0 92,659 0
EATON CORP PLC SHS G29183103 571,001 1,340 SH DFND 1 0 1,340 0
ENTERPRISE PRODS PARTNERS L COM 293792107 598,122 16,271 SH DFND 1 0 16,271 0
EQUITABLE HLDGS INC COM 29452E101 2,547,892 58,065 SH DFND 1 0 58,065 0
GALLAGHER ARTHUR J & CO COM 363576109 4,454,347 19,403 SH DFND 1 0 19,403 0
HARTFORD INSURANCE GROUP INC COM 416515104 2,966,725 22,387 SH DFND 1 0 22,387 0
HOME DEPOT INC COM 437076102 881,700 2,500 SH DFND 1 0 2,500 0
INTL GNRL INSURANCE HLDNGS L SHS G4809J106 1,551,017 59,267 SH DFND 1 0 59,267 0
JPMORGAN CHASE & CO COM 46625H100 1,392,134 4,253 SH DFND 1 0 4,253 0
LINCOLN NATL CORP IND COM 534187109 2,231,115 63,115 SH DFND 1 0 63,115 0
MARRIOTT INTL INC NEW CL A 571903202 1,888,156 5,095 SH DFND 1 0 5,095 0
MICROSOFT CORP COM 594918104 1,507,747 4,042 SH DFND 1 0 4,042 0
MORGAN STANLEY COM NEW 617446448 1,787,292 8,550 SH DFND 1 0 8,550 0
NOVO-NORDISK A S ADR 670100205 436,254 9,100 SH DFND 1 0 9,100 0
NU HLDGS LTD ORD SHS CL A G6683N103 658,969 49,324 SH DFND 1 0 49,324 0
NVIDIA CORPORATION COM 67066G104 897,204 4,484 SH DFND 1 0 4,484 0
OREILLY AUTOMOTIVE INC COM 67103H107 1,657,620 18,000 SH DFND 1 0 18,000 0
OLD REP INTL CORP COM 680223104 2,662,951 65,077 SH DFND 1 0 65,077 0
PROGRESSIVE CORP COM 743315103 1,420,362 6,502 SH DFND 1 0 6,502 0
RADIAN GROUP INC COM 750236101 3,391,468 90,031 SH DFND 1 0 90,031 0
SEA LTD SPONSORED ADS 81141R100 512,691 5,350 SH DFND 1 0 5,350 0
STRYKER CORPORATION COM 863667101 680,054 2,160 SH DFND 1 0 2,160 0
TJX COS INC NEW COM 872540109 1,450,613 9,575 SH DFND 1 0 9,575 0
TRAVELERS COMPANIES INC COM 89417E109 8,645,513 26,189 SH DFND 1 0 26,189 0
UBER TECHNOLOGIES INC COM 90353T100 1,226,720 17,000 SH DFND 1 0 17,000 0
UNION PAC CORP COM 907818108 811,920 2,985 SH DFND 1 0 2,985 0
UNITED AIRLS HLDGS INC COM 910047109 749,985 5,515 SH DFND 1 0 5,515 0
UNUM GROUP COM 91529Y106 1,769,762 19,796 SH DFND 1 0 19,796 0