ALLEGHANY CORP DEL COM 017175100 21137 26495 SH SOLE 1,2,3,4 26495 0 0 ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 01881G106 7157 243835 SH SOLE 1,2 243835 0 0 ALLY FINL INC COM 02005N100 9146 275805 SH SOLE 1,2,3,4 275805 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 6139 110214 SH SOLE 1,2,3,4 110214 0 0 AMERIS BANCORP COM 03076K108 12452 309455 SH SOLE 1,2,3,4 309455 0 0 ARTISAN PARTNERS ASSET MGMT CL A 04316A108 9050 320464 SH SOLE 1,2,3,4 320464 0 0 ASSETMARK FINL HLDGS INC COM 04546L106 6215 238582 SH SOLE 1,2,3,4 238582 0 0 ASSURED GUARANTY LTD COM G0585R106 22434 504591 SH SOLE 1,2,3,4 504591 0 0 AXA EQUITABLE HLDGS INC COM 054561105 10870 490541 SH SOLE 1,2,3,4 490541 0 0 AXIS CAPITAL HOLDINGS LTD SHS G0692U109 12629 189287 SH SOLE 1,2,3,4 189287 0 0 BGC PARTNERS INC CL A 05541T101 19592 3562223 SH SOLE 1,2,3,4 3562223 0 0 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 9204 173364 SH SOLE 1,2,3,4 173364 0 0 CARLYLE GROUP L P COM UTS LTD PTN 14309L102 3273 439385 SH SOLE 1,2 439385 0 0 CNO FINL GROUP INC COM 12621E103 4483 283180 SH SOLE 1,2,3,4 283180 0 0 COWEN INC CL A NEW 223622606 22192 1441957 SH SOLE 1,2,3,4 1441957 0 0 CUBIC CORP COM 229669106 9233 131101 SH SOLE 1,2,3,4 131101 0 0 EVERCORE INC CLASS A 29977A105 13493 168451 SH SOLE 1,2,3,4 168451 0 0 FIRST BANCORP P R COM NEW 318672706 8527 854381 SH SOLE 1,2,3,4 854381 0 0 FLAGSTAR BANCORP INC COM PAR .001 337930705 11870 317800 SH SOLE 1,2,3,4 317800 0 0 FOCUS FINL PARTNERS INC COM CL A 34417P100 11780 494960 SH SOLE 1,2,3,4 494960 0 0 FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 4103 270855 SH SOLE 1,2 270855 0 0 GREEN DOT CORP CL A 39304D102 5745 227524 SH SOLE 1,2,3,4 227524 0 0 GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 2490 237189 SH SOLE 1,2,3 237189 0 0 HOMESTREET INC COM 43785V102 13204 483311 SH SOLE 1,2,3,4 483311 0 0 IMPAC MTG HLDGS INC COM NEW 45254P508 1597 202876 SH SOLE 2 202876 0 0 MARKEL CORP COM 570535104 14143 11966 SH SOLE 1,2,3,4 11966 0 0 MERCURY GENL CORP NEW COM 589400100 10618 190023 SH SOLE 1,2,3,4 190023 0 0 NATIONAL GEN HLDGS CORP COM 636220303 12589 546865 SH SOLE 1,2,3,4 546865 0 0 ONEMAIN HLDGS INC COM 68268W103 23659 645010 SH SOLE 1,2,3,4 645010 0 0 PJT PARTNERS INC COM CL A 69343T107 7250 178127 SH SOLE 1,2,3,4 178127 0 0 RAYMOND JAMES FINANCIAL INC COM 754730109 1896 22998 SH SOLE 1,2,3,4 22998 0 0 REDFIN CORP COM 75737F108 16928 1005249 SH SOLE 1,2,3,4 1005249 0 0 RENT A CTR INC NEW COM 76009N100 10840 420306 SH SOLE 1,2,3,4 420306 0 0 SIGNATURE BK NEW YORK N Y COM 82669G104 10649 89324 SH SOLE 1,2,3,4 89324 0 0 SONIC AUTOMOTIVE INC CL A 83545G102 9752 310487 SH SOLE 1,2,3,4 310487 0 0 SQUARE INC CL A 852234103 8874 143245 SH SOLE 1,2,3,4 143245 0 0 TCF FINANCIAL CORPORATION NE COM 872307103 5998 157542 SH SOLE 1,2,3,4 157542 0 0 THE CHARLES SCHWAB CORPORATI COM 808513105 13393 320168 SH SOLE 1,2,3,4 320168 0 0 TRADEWEB MKTS INC CL A 892672106 13120 354785 SH SOLE 1,2,3,4 354785 0 0 UNITED INS HLDGS CORP COM 910710102 9530 681202 SH SOLE 1,2,3 681202 0 0 VISA INC COM CL A 92826C839 11386 66196 SH SOLE 1,2,3,4 66196 0 0 WILLIS TOWERS WATSON PUB LTD SHS G96629103 6120 31714 SH SOLE 1,2,3,4 31714 0 0 WISDOMTREE INVTS INC COM 97717P104 6039 1155854 SH SOLE 1,2,3,4 1155854 0 0