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
ALLY FINANICAL INC COM 02005N100 18,046 590,500 SH   SOLE   590,500 0 0
BANC OF CALIFORNIA INC COM 05990K106 9,489 552,341 SH   SOLE   552,341 0 0
BANCORP INC DEL COM 05969A105 20,191 1,556,761 SH   SOLE   1,556,761 0 0
BANK OZK COM 06417N103 305 10,000 SH   SOLE   10,000 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 8,991 87,369 SH   SOLE   87,369 0 0
CHARLES SCHWAB CORP COM 808513105 3,619 76,100 SH   SOLE   76,100 0 0
CURO GROUP HOLDINGS CORP COM 23131L107 21,455 1,761,493 SH   SOLE   1,761,493 0 0
EAGLE BANCORP ORD COM 268948106 11,914 245,000 SH   SOLE   245,000 0 0
ENCORE CAPITAL GROUP INC COM 292554102 16,680 471,712 SH   SOLE   471,712 0 0
META FINL GROUP INC COM 59100U108 17,115 468,772 SH   SOLE   468,772 0 0
MVB FINANCIAL ORD COM 553810102 15,741 631,645 SH   SOLE   631,645 0 0
NEW HOME CO INC / THE COM 645370107 9,145 1,962,429 SH   SOLE   1,962,429 0 0
OCEANFIRST FINANCIAL ORD COM 675234108 255 10,000 SH   SOLE   10,000 0 0
ONEMAIN HOLDINGS INC COM 68268W103 14,358 340,643 SH   SOLE   340,643 0 0
PACWEST BANCORP ORD COM 695263103 383 10,000 SH   SOLE   10,000 0 0
STERLING BANCORP / DE COM 85917A100 5,506 261,200 SH   SOLE   261,200 0 0
TRISTATE CAPITAL HOLDINGS INC COM 89678F100 15,317 586,403 SH   SOLE   586,403 0 0