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
ASTORIA FINL CORP COM 046265104 10,258 550,000 SH   SOLE 550,000 0 0
BANK MUTUAL CORP NEW COM 063750103 17,700 1,873,012 SH   SOLE 1,873,012 0 0
BANKFINANCIAL CORP COM 06643P104 14,792 998,086 SH   SOLE 998,086 0 0
BSB BANCORP INC MD COM 05573H108 7,488 258,656 SH   SOLE 258,656 0 0
CAPITAL SOUTHWEST CORP COM 140501107 11,225 695,058 SH   SOLE 695,058 0 0
CSW INDUSTRIALS INC COM 126402106 415 11,249 SH   SOLE 11,249 0 0
FINANCIAL INSTNS INC COM 317585404 9,416 275,309 SH   SOLE 275,309 0 0
FIRST CONN BANCORP INC MD COM 319850103 10,854 479,196 SH   SOLE 479,196 0 0
GREEN BRICK PARTNERS INC COM 392709101 630 62,640 SH   SOLE 62,640 0 0
INDEPENDENT BANK CORP MICH COM NEW 453838609 12,058 555,687 SH   SOLE 555,687 0 0
INVESTORS BANCORP INC NEW COM 46146L101 4,185 300,000 SH   SOLE 300,000 0 0
MALVERN BANCORP INC COM 561409103 10,035 474,490 SH   SOLE 474,490 0 0
ORITANI FINL CORP DEL COM 68633D103 8,312 443,298 SH   SOLE 443,298 0 0
PACIFIC MERCANTILE BANCORP COM 694552100 10,914 1,495,122 SH   SOLE 1,495,122 0 0
SI FINL GROUP INC MD COM 78425V104 5,420 351,920 SH   SOLE 351,920 0 0
SOUTHWEST BANCORP INC OKLA COM 844767103 16,442 566,954 SH   SOLE 566,954 0 0
TERRITORIAL BANCORP INC COM 88145X108 4,465 135,950 SH   SOLE 135,950 0 0
UNITED FINL BANCORP INC NEW COM 910304104 16,208 892,533 SH   SOLE 892,533 0 0
UNIVEST CORP PA COM 915271100 3,774 122,146 SH   SOLE 122,146 0 0
WESTERN NEW ENG BANCORP INC COM 958892101 11,315 1,210,112 SH   SOLE 1,210,112 0 0