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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ARCH CAPITAL GROUP LTD | $172.2M | 1793857 | 31.97% |
| 2 | AERCAP HOLDINGS NV | $166.2M | 1211573 | 30.86% |
| 3 | ELEVANCE HEALTH INC | $100.7M | 344144 | 18.70% |
| 4 | HUMANA INC | $88.6M | 510879 | 16.45% |
| 5 | WARRIOR MET COAL INC | $10.9M | 117047 | 2.02% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.