Instuitional Investor - Nfc Investments, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Mgic Investment Corp	MTG	1,766,601	$46,373	12.91%
2.	Apollo Global Management Inc.	APO	303,051	$33,766	9.4%
3.	Darling Ingredients Inc.	DAR	449,690	$27,813	7.74%
4.	Alphabet Inc.	GOOGL	90,732	$26,028	7.25%
5.	Progressive Corp	PGR	129,641	$25,700	7.16%