The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information 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
1ST UNITED BANCORP INC FLA COM 33740N105 20,061 2,985,318 SH   SOLE   2,985,318 0 0
BANC OF CALIFORNIA INC COM 33589V101 13,580 1,000,000 SH   SOLE   1,000,000 0 0
BANCORP INC DEL COM 05969A105 24,823 1,655,994 SH   SOLE   1,655,994 0 0
BRIDGE CAP HLDGS COM 108030107 22,732 1,433,304 SH   SOLE   1,433,304 0 0
CNB FINL CORP PA COM 126128107 12,867 759,581 SH   SOLE   759,581 0 0
FIRST MERCHANTS CORP COM 320817109 24,199 1,411,000 SH   SOLE   1,411,000 0 0
NEWBRIDGE BANCORP COM 65080T102 15,002 2,504,500 SH   SOLE   2,504,500 0 0
PROVIDENT NEW YORK BANCORP COM 744028101 22,873 2,448,980 SH   SOLE   2,448,980 0 0
SOUTHERN MO BANCORP INC COM 843380106 5,659 220,451 SH   SOLE   220,451 0 0
STATE BK FINL CORP COM 856190103 11,273 750,000 SH   SOLE   750,000 0 0
TERRITORIAL BANCORP INC COM 88145X108 5,845 258,500 SH   SOLE   258,500 0 0
TRISTATE CAP HLDGS INC COM 89678F100 6,875 500,000 SH   SOLE   500,000 0 0
WASHINGTON BKG CO OAK HBR WA COM 937303105 12,877 906,800 SH   SOLE   906,800 0 0
WASHINGTONFIRST BANKSHARES, INC. COM 940730104 7,165 634,043 SH   SOLE   634,043 0 0