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
ALLEGHANY CORP DEL COM 017175100 17,018 24,986 SH   SOLE 1,2,3,4 24,986 0 0
ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 01881G106 3,724 125,306 SH   SOLE 1,2 125,306 0 0
ARES CAP CORP COM 04010L103 9,365 522,034 SH   SOLE 1,2,3,4 522,034 0 0
ASSURED GUARANTY LTD COM G0585R106 26,647 633,240 SH   SOLE 1,2,3,4 633,240 0 0
AXA EQUITABLE HLDGS INC COM 054561105 11,073 529,800 SH   SOLE 1,2,3,4 529,800 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 12,608 211,364 SH   SOLE 1,2,3,4 211,364 0 0
BGC PARTNERS INC CL A 05541T101 11,049 2,112,604 SH   SOLE 1,2,3,4 2,112,604 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 12,271 542,703 SH   SOLE 1,2 542,703 0 0
CARS COM INC COM 14575E105 10,219 518,219 SH   SOLE 1,2,3,4 518,219 0 0
CHEMICAL FINL CORP COM 163731102 8,255 200,813 SH   SOLE 1,2,3,4 200,813 0 0
CORECIVIC INC COM 21871N101 8,109 390,622 SH   SOLE 1,2,3,4 390,622 0 0
COWEN INC CL A NEW 223622606 24,848 1,445,494 SH   SOLE 1,2,3,4 1,445,494 0 0
CUBIC CORP COM 229669106 19,232 298,269 SH   SOLE 1,2,3,4 298,269 0 0
EATON VANCE CORP COM NON VTG 278265103 6,446 149,451 SH   SOLE 1,2,3,4 149,451 0 0
EVERCORE INC CLASS A 29977A105 9,483 107,066 SH   SOLE 1,2,3,4 107,066 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 7,811 63,666 SH   SOLE 1,2,3,4 63,666 0 0
FIRST BANCORP P R COM NEW 318672706 55 5,000 SH   SOLE 1,2,3,4 5,000 0 0
FOCUS FINL PARTNERS INC COM CL A 34417P100 6,156 225,407 SH   SOLE 1,2,3,4 225,407 0 0
FS KKR CAPITAL CORP COM 302635107 16,435 2,757,500 SH   SOLE 1,2,3,4 2,757,500 0 0
HERC HLDGS INC COM 42704L104 7,232 157,807 SH   SOLE 1,2,3,4 157,807 0 0
HILLTOP HOLDINGS INC COM 432748101 16,356 768,956 SH   SOLE 1,2,3,4 768,956 0 0
HOMESTREET INC COM 43785V102 10,127 341,662 SH   SOLE 1,2,3,4 341,662 0 0
KEMPER CORP DEL COM 488401100 6,013 69,678 SH   SOLE 1,2,3,4 69,678 0 0
LYFT INC CL A COM 55087P104 60,026 913,497 SH   SOLE 1,2,3,4 913,497 0 0
LYON WILLIAM HOMES CL A NEW 552074700 7,704 422,607 SH   SOLE 1,2,3 422,607 0 0
MERCURY GENL CORP NEW COM 589400100 13,156 210,497 SH   SOLE 1,2,3,4 210,497 0 0
MGIC INVT CORP WIS COM 552848103 14,224 1,082,480 SH   SOLE 1,2,3,4 1,082,480 0 0
MOELIS & CO CL A 60786M105 7,544 215,864 SH   SOLE 1,2,3,4 215,864 0 0
NATIONAL GEN HLDGS CORP COM 636220303 15,961 695,775 SH   SOLE 1,2,3,4 695,775 0 0
ONEMAIN HLDGS INC COM 68268W103 39,981 1,182,516 SH   SOLE 1,2,3,4 1,182,516 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 13,299 231,372 SH   SOLE 1,2,3,4 231,372 0 0
PJT PARTNERS INC COM CL A 69343T107 7,655 188,917 SH   SOLE 1,2,3,4 188,917 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 13,088 154,799 SH   SOLE 1,2,3,4 154,799 0 0
REDFIN CORP COM 75737F108 9,242 514,007 SH   SOLE 1,2,3,4 514,007 0 0
RENT A CTR INC NEW COM 76009N100 15,470 580,909 SH   SOLE 1,2,3,4 580,909 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 9,511 396,945 SH   SOLE 1,2,3,4 396,945 0 0
SEI INVESTMENTS CO COM 784117103 6,442 114,824 SH   SOLE 1,2,3,4 114,824 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 18,149 777,275 SH   SOLE 1,2,3,4 777,275 0 0
STIFEL FINL CORP COM 860630102 17,608 298,137 SH   SOLE 1,2,3,4 298,137 0 0
TCF FINL CORP COM 872275102 15,273 734,639 SH   SOLE 1,2,3,4 734,639 0 0
TRADEWEB MKTS INC CL A 892672106 6,306 143,931 SH   SOLE 1,2,3,4 143,931 0 0
UNITED INS HLDGS CORP COM 910710102 11,955 838,386 SH   SOLE 1,2,3 838,386 0 0
VISA INC COM CL A 92826C839 6,351 36,596 SH   SOLE 1,2,3,4 36,596 0 0