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
Estimated average burden
hours per response: 23.8
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
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 2,321 100,000 SH   SOLE   100,000 0 0
AXA EQUITABLE HLDGS INC COM 054561105 2,014 100,000 SH   SOLE   100,000 0 0
BANK AMER CORP COM 060505104 7,475 270,920 SH   SOLE   270,920 0 0
BANNER CORP COM NEW 06652V208 571 10,546 SH   SOLE   10,546 0 0
CAPITAL ONE FINL CORP COM 14040H105 4,493 55,000 SH   SOLE   55,000 0 0
CITIZENS FINL GROUP INC COM 174610105 6,949 213,826 SH   SOLE   213,826 0 0
COMERICA INC COM 200340107 400 5,455 SH   SOLE   5,455 0 0
EAST WEST BANCORP INC COM 27579R104 5,337 111,267 SH   SOLE   111,267 0 0
FNB CORP PA COM 302520101 189 17,874 SH   SOLE   17,874 0 0
FIFTH THIRD BANCORP COM 316773100 7,493 297,091 SH   SOLE   297,091 0 0
FIRST HORIZON NATL CORP COM 320517105 439 31,400 SH   SOLE   31,400 0 0
FIRST MIDWEST BANCORP DEL COM 320867104 210 10,260 SH   SOLE   10,260 0 0
HOMETRUST BANCSHARES INC COM 437872104 523 20,741 SH   SOLE   20,741 0 0
HUNTINGTON BANCSHARES INC COM 446150104 4,025 317,415 SH   SOLE   317,415 0 0
JPMORGAN CHASE & CO COM 46625H100 352 3,481 SH   SOLE   3,481 0 0
KEYCORP NEW COM 493267108 7,603 482,733 SH   SOLE   482,733 0 0
M & T BK CORP COM 55261F104 3,947 25,134 SH   SOLE   25,134 0 0
OLD SECOND BANCORP INC ILL COM 680277100 2,512 199,506 SH   SOLE   199,506 0 0
PACWEST BANCORP DEL COM 695263103 4,907 130,472 SH   SOLE   130,472 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 3,850 70,378 SH   SOLE   70,378 0 0
REGIONS FINL CORP NEW COM 7591EP100 4,176 295,124 SH   SOLE   295,124 0 0
REPUBLIC FIRST BANCORP INC COM 760416107 2,281 434,515 SH   SOLE   434,515 0 0
SHORE BANCSHARES INC COM 825107105 169 11,338 SH   SOLE   11,338 0 0
SOUTHERN NATL BANCORP OF VA COM 843395104 2,059 140,537 SH   SOLE   140,537 0 0
STERLING BANCORP DEL COM 85917A100 200 10,738 SH   SOLE   10,738 0 0
SYNOVUS FINL CORP COM NEW 87161C501 5,462 158,970 SH   SOLE   158,970 0 0
THUNDER BRIDGE ACQUISITION L *W EXP 01/01/202 G8857R126 72 100,000 SH   SOLE   100,000 0 0
THUNDER BRIDGE ACQUISITION L SHS CLASS A G8857 G8857R100 1,005 98,500 SH   SOLE   98,500 0 0
UMPQUA HLDGS CORP COM 904214103 302 18,283 SH   SOLE   18,283 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 522 20,946 SH   SOLE   20,946 0 0
WELLS FARGO CO NEW COM 949746101 5,305 109,792 SH   SOLE   109,792 0 0
WESTERN ALLIANCE BANCORP COM 957638109 5,209 126,926 SH   SOLE   126,926 0 0
ZIONS BANCORPORATION N A COM 989701107 296 6,525 SH   SOLE   6,525 0 0