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
OMB APPROVAL
OMB Number: 3235-0006
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGNC INVT CORP COM 00123Q104   5,886,000 600,000 SH   SOLE   600,000 0 0
AMERANT BANCORP INC CL A 023576101   3,562,650 145,000 SH   SOLE   145,000 0 0
AMERIS BANCORP COM 03076K108   4,774,500 90,000 SH   SOLE   90,000 0 0
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839   3,874,000 200,000 SH   SOLE   200,000 0 0
ATLANTIC UN BANKSHARES CORP COM 04911A107   1,827,000 50,000 SH   SOLE   50,000 0 0
BANC OF CALIFORNIA INC COM 05990K106   1,967,589 146,507 SH   SOLE   146,507 0 0
BANK AMERICA CORP COM 060505104   2,525,250 75,000 SH   SOLE   75,000 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208   7,202,250 225,000 SH   SOLE   225,000 0 0
BANKFINANCIAL CORP COM 06643P104   153,900 15,000 SH   SOLE   15,000 0 0
BUSINESS FIRST BANCSHARES IN COM 12326C105   10,967,696 444,937 SH   SOLE   444,937 0 0
BYLINE BANCORP INC COM 124411109   8,246,000 350,000 SH   SOLE   350,000 0 0
CADENCE BANK COM 12740C103   2,959,000 100,000 SH   SOLE   100,000 0 0
CALIFORNIA BANCORP INC COM 13005U101   582,553 23,528 SH   SOLE   23,528 0 0
CIVISTA BANCSHARES INC COM NO PAR 178867107   3,688,000 200,000 SH   SOLE   200,000 0 0
COASTAL FINL CORP WA COM NEW 19046P209   5,329,200 120,000 SH   SOLE   120,000 0 0
COLONY BANKCORP INC COM 19623P101   1,862,000 140,000 SH   SOLE   140,000 0 0
EQUITY BANCSHARES INC COM CL A 29460X109   14,694,073 433,406 SH   SOLE   433,406 0 0
FB FINL CORP COM 30257X104   5,977,500 150,000 SH   SOLE   150,000 0 0
FIRST BANCSHARES INC MS COM 318916103   12,680,562 432,341 SH   SOLE   432,341 0 0
FIRST HORIZON CORPORATION COM 320517105   5,664,000 400,000 SH   SOLE   400,000 0 0
FIRST WESTN FINL INC COM 33751L105   1,131,559 57,063 SH   SOLE   57,063 0 0
FLUSHING FINL CORP COM 343873105   287,495 17,445 SH   SOLE   17,445 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   10,035,500 50,000 SH Put SOLE   50,000 0 0
LAKELAND BANCORP INC COM 511637100   2,431,061 164,372 SH   SOLE   164,372 0 0
LINKBANCORP INC COM 53578P105   2,122,269 266,282 SH   SOLE   266,282 0 0
LIVE OAK BANCSHARES INC COM 53803X105   4,550,000 100,000 SH   SOLE   100,000 0 0
MAINSTREET BANCSHARES INC COM 56064Y100   1,066,259 42,977 SH   SOLE   42,977 0 0
MERIDIAN CORPORATION COM 58958P104   670,285 48,222 SH   SOLE   48,222 0 0
NBT BANCORP INC COM 628778102   1,676,400 40,000 SH   SOLE   40,000 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   7,672,500 750,000 SH   SOLE   750,000 0 0
NICOLET BANKSHARES INC COM 65406E102   2,012,000 25,000 SH   SOLE   25,000 0 0
OCEANFIRST FINL CORP COM 675234108   1,302,000 75,000 SH   SOLE   75,000 0 0
OLD SECOND BANCORP INC ILL COM 680277100   3,088,000 200,000 SH   SOLE   200,000 0 0
ORIGIN BANCORP INC COM 68621T102   7,647,550 215,000 SH   SOLE   215,000 0 0
PRIMIS FINANCIAL CORP COM 74167B109   13,196,836 1,042,404 SH   SOLE   1,042,404 0 0
PROVIDENT FINL SVCS INC COM 74386T105   5,872,750 325,721 SH   SOLE   325,721 0 0
RENASANT CORP COM 75970E107   1,684,000 50,000 SH   SOLE   50,000 0 0
RIVERVIEW BANCORP INC COM 769397100   215,956 33,743 SH   SOLE   33,743 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   7,520,000 200,000 SH Put SOLE   200,000 0 0
SHORE BANCSHARES INC COM 825107105   3,951,270 277,282 SH   SOLE   277,282 0 0
SMARTFINANCIAL INC COM NEW 83190L208   1,872,359 76,454 SH   SOLE   76,454 0 0
SOUTHERN CALIF BANCORP COM 84252A106   374,795 21,602 SH   SOLE   21,602 0 0
SOUTHERN FIRST BANCSHARES COM 842873101   285,634 7,699 SH   SOLE   7,699 0 0
SOUTHERN STS BANCSHARES INC COM 843878307   4,099,200 140,000 SH   SOLE   140,000 0 0
SOUTHSTATE CORPORATION COM 840441109   1,055,625 12,500 SH   SOLE   12,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   4,753,100 10,000 SH Put SOLE   10,000 0 0
SPDR SER TR S&P REGL BKG 78464A698   2,621,500 50,000 SH Put SOLE   50,000 0 0
SPDR SER TR S&P BK ETF 78464A797   3,451,500 75,000 SH Put SOLE   75,000 0 0
STELLAR BANCORP INC COM 858927106   3,480,000 125,000 SH   SOLE   125,000 0 0
TRIUMPH FINANCIAL INC COM 89679E300   2,004,500 25,000 SH   SOLE   25,000 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303   877,800 30,000 SH   SOLE   30,000 0 0
USCB FINANCIAL HOLDINGS INC CLASS A COM 90355N101   10,306,405 841,339 SH   SOLE   841,339 0 0
VALLEY NATL BANCORP COM 919794107   1,086,000 100,000 SH   SOLE   100,000 0 0
VERITEX HLDGS INC COM 923451108   8,144,500 350,000 SH   SOLE   350,000 0 0
VERSABANK NEW COM 92512J106   9,136,278 834,371 SH   SOLE   834,371 0 0
WELLS FARGO CO NEW COM 949746101   4,922,000 100,000 SH   SOLE   100,000 0 0