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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLSTATE CORP COM 020002101   12,538,932 92,470 SH   SOLE   92,470 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   5,625,704 88,958 SH   SOLE   88,958 0 0
ARBE ROBOTICS LTD ORDINARY SHARES M1R95N100   522,893 153,341 SH   SOLE   153,341 0 0
BERKLEY W R CORP COM 084423102   4,733,959 65,233 SH   SOLE   65,233 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   2,759,642 26,403 SH   SOLE   26,403 0 0
CACI INTL INC CL A 127190304   1,028,619 3,422 SH   SOLE   3,422 0 0
CHUBB LIMITED COM H1467J104   16,739,569 75,882 SH   SOLE   75,882 0 0
CINCINNATI FINL CORP COM 172062101   2,754,393 26,901 SH   SOLE   26,901 0 0
CME GROUP INC COM 12572Q105   5,044,800 30,000 SH   SOLE   30,000 0 0
CORSAIR GAMING INC COM 22041X102   442,871 32,636 SH   SOLE   32,636 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   2,484,839 203,342 SH   SOLE   203,342 0 0
EVERCOMMERCE INC COM 29977X105   1,282,849 172,426 SH   SOLE   172,426 0 0
GENERAL DYNAMICS CORP COM 369550108   10,905,675 43,955 SH   SOLE   43,955 0 0
HALEON PLC SPON ADS 405552100   1,297,096 162,137 SH   SOLE   162,137 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   2,678,195 11,610 SH   SOLE   11,610 0 0
JACOBS SOLUTIONS INC COM 46982L108   2,528,554 21,059 SH   SOLE   21,059 0 0
KBR INC COM 48242W106   2,873,218 54,417 SH   SOLE   54,417 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   7,807,875 37,500 SH   SOLE   37,500 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   743,616 77,299 SH   SOLE   77,299 0 0
LEAP THERAPEUTICS INC COM 52187K101   521,348 1,158,551 SH   SOLE   1,158,551 0 0
LEIDOS HOLDINGS INC COM 525327102   2,582,940 24,555 SH   SOLE   24,555 0 0
LOCKHEED MARTIN CORP COM 539830109   18,922,515 38,896 SH   SOLE   38,896 0 0
NORTHROP GRUMMAN CORP COM 666807102   15,512,784 28,432 SH   SOLE   28,432 0 0
PROGRESSIVE CORP COM 743315103   15,177,756 117,013 SH   SOLE   117,013 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   15,154,349 150,162 SH   SOLE   150,162 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107   1,616,361 14,571 SH   SOLE   14,571 0 0
TRAVELERS COMPANIES INC COM 89417E109   14,190,931 75,689 SH   SOLE   75,689 0 0