The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| 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 |
| AMGEN INC | COM | 031162100 | 6,222,723 | 23,875 | SH | DFND | 1 | 23,875 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 9,992,099 | 39,901 | SH | DFND | 1 | 39,901 | 0 | 0 | |
| ARCH CAP GROUP LTD | ORD | G0450A105 | 6,290,420 | 68,115 | SH | DFND | 1 | 68,115 | 0 | 0 | |
| AUTOZONE INC | COM | 053332102 | 5,984,538 | 1,869 | SH | DFND | 1 | 1,869 | 0 | 0 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 9,076,479 | 20,024 | SH | DFND | 1 | 20,024 | 0 | 0 | |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 6,293,418 | 111,270 | SH | DFND | 1 | 111,270 | 0 | 0 | |
| CARLISLE COS INC | COM | 142339100 | 1,774,120 | 4,810 | SH | DFND | 1 | 4,810 | 0 | 0 | |
| CHEVRON CORP NEW | COM | 166764100 | 5,435,371 | 37,527 | SH | DFND | 1 | 37,527 | 0 | 0 | |
| COPART INC | COM | 217204106 | 5,854,870 | 102,019 | SH | DFND | 1 | 102,019 | 0 | 0 | |
| CORNING INC | COM | 219350105 | 7,138,509 | 150,221 | SH | DFND | 1 | 150,221 | 0 | 0 | |
| DOLLAR GEN CORP NEW | COM | 256677105 | 2,989,404 | 39,428 | SH | DFND | 1 | 39,428 | 0 | 0 | |
| EXXON MOBIL CORP | COM | 30231G102 | 7,989,611 | 74,274 | SH | DFND | 1 | 74,274 | 0 | 0 | |
| GRAINGER W W INC | COM | 384802104 | 6,340,101 | 6,015 | SH | DFND | 1 | 6,015 | 0 | 0 | |
| HOME DEPOT INC | COM | 437076102 | 8,350,988 | 21,468 | SH | DFND | 1 | 21,468 | 0 | 0 | |
| HUMANA INC | COM | 444859102 | 3,456,954 | 13,626 | SH | DFND | 1 | 13,626 | 0 | 0 | |
| JOHNSON & JOHNSON | COM | 478160104 | 7,327,713 | 50,669 | SH | DFND | 1 | 50,669 | 0 | 0 | |
| JPMORGAN CHASE & CO | COM | 46625H100 | 10,483,041 | 43,732 | SH | DFND | 1 | 43,732 | 0 | 0 | |
| MARRIOTT INTL INC NEW | CL A | 571903202 | 5,394,431 | 19,339 | SH | DFND | 1 | 19,339 | 0 | 0 | |
| MARSH & MCLENNAN COS INC | COM | 571748102 | 6,537,632 | 30,778 | SH | DFND | 1 | 30,778 | 0 | 0 | |
| MCDONALDS CORP | COM | 580135101 | 6,746,824 | 23,274 | SH | DFND | 1 | 23,274 | 0 | 0 | |
| MCKESSON CORP | COM | 58155Q103 | 6,882,343 | 12,076 | SH | DFND | 1 | 12,076 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 9,410,642 | 22,327 | SH | DFND | 1 | 22,327 | 0 | 0 | |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 4,669,799 | 26,473 | SH | DFND | 1 | 26,473 | 0 | 0 | |
| ORACLE CORP | COM | 68389X105 | 9,498,739 | 57,002 | SH | DFND | 1 | 57,002 | 0 | 0 | |
| PACCAR INC | COM | 693718108 | 5,954,577 | 57,245 | SH | DFND | 1 | 57,245 | 0 | 0 | |
| PHILIP MORRIS INTL INC | COM | 718172109 | 8,129,808 | 67,551 | SH | DFND | 1 | 67,551 | 0 | 0 | |
| PROGRESSIVE CORP | COM | 743315103 | 9,073,983 | 37,870 | SH | DFND | 1 | 37,870 | 0 | 0 | |
| PULTE GROUP INC | COM | 745867101 | 5,050,226 | 46,375 | SH | DFND | 1 | 46,375 | 0 | 0 | |
| SCHWAB CHARLES CORP | COM | 808513105 | 7,807,085 | 105,487 | SH | DFND | 1 | 105,487 | 0 | 0 | |
| STEEL DYNAMICS INC | COM | 858119100 | 1,824,207 | 15,992 | SH | DFND | 1 | 15,992 | 0 | 0 | |
| TEXAS INSTRS INC | COM | 882508104 | 7,466,498 | 39,819 | SH | DFND | 1 | 39,819 | 0 | 0 | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 35,162,910 | 65,260 | SH | DFND | 1 | 65,260 | 0 | 0 | |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 94,568,445 | 326,312 | SH | DFND | 1 | 326,312 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 9,508,142 | 30,085 | SH | DFND | 1 | 30,085 | 0 | 0 | |
| WABTEC | COM | 929740108 | 7,172,844 | 37,833 | SH | DFND | 1 | 37,833 | 0 | 0 | |
| WALMART INC | COM | 931142103 | 11,934,458 | 132,091 | SH | DFND | 1 | 132,091 | 0 | 0 | |
| WILLIAMS COS INC | COM | 969457100 | 8,131,819 | 150,255 | SH | DFND | 1 | 150,255 | 0 | 0 | |
