Instuitional Investor - Nfc Investments, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Mgic Investment Corp	MTG	1,808,379	$51,304	14.85%
2.	Apollo Global Management Inc.	APO	294,762	$39,283	11.37%
3.	Alphabet Inc.	GOOGL	110,426	$26,894	7.78%
4.	Autozone Inc	AZO	5,664	$24,300	7.03%
5.	Progressive Corp	PGR	82,648	$20,410	5.91%