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
AERCAP HOLDINGS NV SHS N00985106 17,175 375,000 SH   DFND 1 375,000 0 0
AERCAP HOLDINGS NV SHS N00985106 6,183 135,000 SH   SOLE 1 135,000 0 0
ALTISOURCE ASSET MGMT CORP COM 02153X108 2,169 3,000 SH   DFND 1 3,000 0 0
AMERIS BANCORP COM 03076K108 4,593 213,042 SH   DFND 1 213,042 0 0
AMERIS BANCORP COM 03076K108 4,153 192,639 SH   SOLE 1 192,639 0 0
BANCORP INC DEL COM 05969A105 300 25,200 SH   DFND 1 25,200 0 0
BERKSHIRE HILLS BANCORP INC COM 084680107 16,056 691,478 SH   DFND 1 691,478 0 0
BERKSHIRE HILLS BANCORP INC COM 084680107 18,694 805,066 SH   SOLE 1 805,066 0 0
CENTER BANCORP INC COM 151408101 4,033 209,700 SH   DFND 1 209,700 0 0
CENTURY BANCORP INC MASS CL A NON VTG 156432106 7,476 211,543 SH   DFND 1 211,543 0 0
CHEMICAL FINL CORP COM 163731102 6,509 231,800 SH   DFND 1 231,800 0 0
CHEMICAL FINL CORP COM 163731102 6,509 231,800 SH   SOLE 1 231,800 0 0
COMMUNITY BK SHS IND INC COM 203599105 13 500 SH   SOLE 1 500 0 0
CONNECTONE BANCORP INC COM 20786U101 4,092 82,028 SH   DFND 1 82,028 0 0
CONNECTONE BANCORP INC COM 20786U101 4,376 87,719 SH   SOLE 1 87,719 0 0
FIDELITY SOUTHERN CORP NEW COM 316394105 3,236 249,097 SH   DFND 1 249,097 0 0
FIDELITY SOUTHERN CORP NEW COM 316394105 2,987 229,934 SH   SOLE 1 229,934 0 0
FIFTH THIRD BANCORP COM 316773100 8,540 400,000 SH   DFND 1 400,000 0 0
GUARANTY FED BANCSHARES INC COM 40108P101 2,680 214,400 SH   SOLE 1 214,400 0 0
HERITAGE FINL CORP WASH COM 42722X106 4,031 250,517 SH   DFND 1 250,517 0 0
HERITAGE FINL CORP WASH COM 42722X106 2,823 175,429 SH   SOLE 1 175,429 0 0
HERITAGE FINL GROUP INC COM 42726X102 4,365 220,099 SH   DFND 1 220,099 0 0
HERITAGE FINL GROUP INC COM 42726X102 10,269 517,858 SH   SOLE 1 517,858 0 0
HERITAGE OAKS BANCORP COM 42724R107 2,355 308,600 SH   SOLE 1 308,600 0 0
HF FINL CORP COM 404172108 6,938 499,492 SH   DFND 1 499,492 0 0
HF FINL CORP COM 404172108 2,678 192,768 SH   SOLE 1 192,768 0 0
HOME BANCORP INC COM 43689E107 7,628 346,393 SH   DFND 1 346,393 0 0
HOME BANCORP INC COM 43689E107 7,513 341,180 SH   SOLE 1 341,180 0 0
HOMESTREET INC COM 43785V102 5,229 284,632 SH   DFND 1 284,632 0 0
HOMESTREET INC COM 43785V102 3,940 214,468 SH   SOLE 1 214,468 0 0
INDEPENDENT BANK CORP MICH COM NEW 453838609 4,118 320,000 SH   SOLE 1 320,000 0 0
LAKE SHORE BANCORP INC COM 510700107 2,639 211,992 SH   DFND 1 211,992 0 0
LCNB CORP COM 50181P100 3,448 213,346 SH   DFND 1 213,346 0 0
LCNB CORP COM 50181P100 7,184 444,528 SH   SOLE 1 444,528 0 0
LOEWS CORP COM 540424108 6,602 150,000 SH   DFND 1 150,000 0 0
MAINSOURCE FINANCIAL GP INC COM 56062Y102 4,203 243,650 SH   DFND 1 243,650 0 0
MAINSOURCE FINANCIAL GP INC COM 56062Y102 6,492 376,373 SH   SOLE 1 376,373 0 0
MIDSOUTH BANCORP INC COM 598039105 5,967 300,000 SH   DFND 1 300,000 0 0
MIDSOUTH BANCORP INC COM 598039105 2,432 122,270 SH   SOLE 1 122,270 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 15,853 912,137 SH   DFND 1 912,137 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 7,399 425,713 SH   SOLE 1 425,713 0 0
OFG BANCORP COM 67103X102 8,165 443,517 SH   DFND 1 443,517 0 0
OFG BANCORP COM 67103X102 6,960 378,044 SH   SOLE 1 378,044 0 0
OLD NATL BANCORP IND COM 680033107 4,466 312,752 SH   DFND 1 312,752 0 0
OLD NATL BANCORP IND COM 680033107 4,505 315,473 SH   SOLE 1 315,473 0 0
ONEIDA FINL CORP MD COM 682479100 3,179 255,773 SH   SOLE 1 255,773 0 0
PEAPACK-GLADSTONE FINL CORP COM 704699107 4,377 206,377 SH   SOLE 1 206,377 0 0
POPULAR INC COM NEW 733174700 16,236 475,000 SH   DFND 1 475,000 0 0
POPULAR INC COM NEW 733174700 10,254 300,000 SH   SOLE 1 300,000 0 0
RIVERVIEW BANCORP INC COM 769397100 5,551 1,430,725 SH   SOLE 1 1,430,725 0 0
SERVISFIRST BANCSHARES INC COM 81768T108 6,711 77,650 SH   DFND 1 77,650 0 0
SERVISFIRST BANCSHARES INC COM 81768T108 6,564 75,950 SH   SOLE 1 75,950 0 0
SIMPLICITY BANCORP COM 828867101 3,926 225,000 SH   DFND 1 225,000 0 0
SIMPLICITY BANCORP COM 828867101 3,926 225,000 SH   SOLE 1 225,000 0 0
SOUTHERN MO BANCORP INC COM 843380106 2,623 73,500 SH   SOLE 1 73,500 0 0
STERLING BANCORP DEL COM 85917A100 6,027 502,273 SH   DFND 1 502,273 0 0
STERLING BANCORP DEL COM 85917A100 13,414 1,117,815 SH   SOLE 1 1,117,815 0 0
STONEGATE BK FT LAUDERDALE F COM 861811107 13,785 547,029 SH   SOLE 1 547,029 0 0
TALMER BANCORP INC COM 87482X101 6,183 448,402 SH   DFND 1 448,402 0 0
TALMER BANCORP INC COM 87482X101 11,789 854,898 SH   SOLE 1 854,898 0 0
TRADE STR RESIDENTIAL INC COM NEW 89255N203 4,714 629,311 SH   DFND 1 629,311 0 0
TRADE STR RESIDENTIAL INC COM NEW 89255N203 2,485 331,710 SH   SOLE 1 331,710 0 0
TRICO BANCSHARES COM 896095106 4,849 209,565 SH   DFND 1 209,565 0 0
TRICO BANCSHARES COM 896095106 4,529 195,725 SH   SOLE 1 195,725 0 0
UNITED FINL BANCORP INC NEW COM 910304104 2,945 217,352 SH   DFND 1 217,352 0 0
UNITED FINL BANCORP INC NEW COM 910304104 4,382 323,384 SH   SOLE 1 323,384 0 0