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 FINL INC COM 02005N100 5,782 127,900 SH   SOLE   127,900 0 0
BANCORP INC DEL COM 05969A105 8,559 413,074 SH   SOLE   413,074 0 0
CAPITAL ONE FINL CORP COM 14040H105 2,354 18,500 SH   SOLE   18,500 0 0
CURO GROUP HOLDINGS CORP COM 23131L107 9,221 632,020 SH   SOLE   632,020 0 0
ENCORE CAP GROUP INC COM 292554102 2,741 68,142 SH   SOLE   68,142 0 0
ENOVA INTL INC COM 29357K103 6,386 180,000 SH   SOLE   180,000 0 0
I3 VERTICALS INC COM CL A 46571Y107 1,868 60,000 SH   SOLE   60,000 0 0
KEYCORP COM 493267108 200 10,000 SH   SOLE   10,000 0 0
META FINL GROUP INC COM 59100U108 3,173 70,032 SH   SOLE   70,032 0 0
MVB FINL CORP COM 553810102 6,670 197,345 SH   SOLE   197,345 0 0
OCEANFIRST FINL CORP COM 675234108 1,987 83,000 SH   SOLE   83,000 0 0
ONEMAIN HLDGS INC COM 68268W103 5,318 98,989 SH   SOLE   98,989 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 1,241 14,000 SH   SOLE   14,000 0 0
REGIONAL MGMT CORP COM 75902K106 2,479 71,518 SH   SOLE   71,518 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 1,131 5,000 SH   SOLE   5,000 0 0
TRISTATE CAP HLDGS INC COM 89678F100 2,571 111,498 SH   SOLE   111,498 0 0
TRITON INTL LTD CL A G9078F107 2,585 47,000 SH   SOLE   47,000 0 0
TRIUMPH BANCORP INC COM 89679E300 5,301 68,500 SH   SOLE   68,500 0 0
VERITEX HLDGS INC COM 923451108 1,472 45,000 SH   SOLE   45,000 0 0