Instuitional Investor - Talaria Asset Management Pty Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Eog Resources Inc	EOG	576,100	$83,286,777	16.82%
2.	Everest Group Ltd.	EG	224,700	$73,443,195	14.83%
3.	Chubb Ltd	CB	223,300	$72,780,169	14.69%
4.	Smith A O Corp	AOS	783,900	$51,690,366	10.44%
5.	Pfizer Inc	PFE	1,780,100	$49,985,208	10.09%