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
ALLY FINL INC COM 02005N100 2,906 115,900 SH   SOLE   115,900 0 0
BANCORP INC DEL COM 05969A105 3,543 410,074 SH   SOLE   410,074 0 0
CURO GROUP HOLDINGS CORP COM 23131L107 3,784 536,693 SH   SOLE   536,693 0 0
ENCORE CAP GROUP INC COM 292554102 2,321 60,142 SH   SOLE   60,142 0 0
EQUITY BANCSHARES INC COM CL A 29460X109 945 61,000 SH   SOLE   61,000 0 0
FIRST INTERNET BANCORP COM 320557101 199 13,500 SH   SOLE   13,500 0 0
MVB FINL CORP COM 553810102 3,342 209,256 SH   SOLE   209,256 0 0
OCEANFIRST FINL CORP COM 675234108 1,629 119,000 SH   SOLE   119,000 0 0
ONEMAIN HLDGS INC COM 68268W103 671 21,489 SH   SOLE   21,489 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 534 15,000 SH   SOLE   15,000 0 0
REGIONAL MGMT CORP COM 75902K106 1,802 108,137 SH   SOLE   108,137 0 0
TRISTATE CAP HLDGS INC COM 89678F100 3,563 269,098 SH   SOLE   269,098 0 0
TRIUMPH BANCORP INC COM 89679E300 498 16,000 SH   SOLE   16,000 0 0