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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1ST FINL BANCORP COM 320209109   3,185,625 114,262 SH   SOLE   104,287 9,975 0
ACADIAN ASSET MANAGEMENT INC COM 10948W103   279,882 5,143 SH   SOLE   5,143 0 0
ALGOMA STL GROUP INC COM 015658107   45,430 11,000 SH   SOLE   11,000 0 0
AMERIS BANCORP COM 03076K108   395,487 5,071 SH   SOLE   2,838 2,233 0
AVIDBANK HLDGS INC COM 05368J103   3,235,577 113,529 SH   SOLE   107,098 6,431 0
AXOS FINANCIAL INC COM 05465C100   435,661 5,120 SH   SOLE   2,859 2,261 0
BANC OF CALIFORNIA INC COM 05990K106   4,200,618 238,943 SH   SOLE   214,465 24,478 0
BANKUNITED INC COM 06652K103   2,708,290 59,971 SH   SOLE   54,511 5,460 0
BARCLAYS PLC ADR 06738E204   1,993,272 94,200 SH   SOLE   94,200 0 0
BEACON FINANCIAL CORP. COM 084680107   4,444,590 148,153 SH   SOLE   132,506 15,647 0
BLUE RIDGE BANKSHARES INC VA COM 095825105   2,202,073 524,303 SH   SOLE   524,303 0 0
BRIDGEWATER BANCSHARES INC COM 108621103   3,216,763 181,738 SH   SOLE   163,081 18,657 0
CALIFORNIA BANCORP COM 84252A106   468,127 26,418 SH   SOLE   14,610 11,808 0
CANNAE HLDGS INC COM 13765N107   2,274,000 200,000 SH   SOLE   200,000 0 0
CAPITAL ONE FINL CORP COM 14040H105   2,967,954 16,269 SH   SOLE   14,017 2,252 0
CARTER BANKSHARES INC COM NEW 146103106   2,303,037 98,758 SH   SOLE   82,539 16,219 0
CHAIN BRIDGE BANCORP INC CL A 15746L100   1,971,641 56,494 SH   SOLE   56,494 0 0
CNB FINL CORP PA COM 126128107   3,276,621 113,143 SH   SOLE   104,243 8,900 0
COASTAL FINL CORP WA COM NEW 19046P209   933,671 12,269 SH   SOLE   6,833 5,436 0
COASTALSOUTH BANCSHARES INC COM NEW 19058X207   4,737,903 192,676 SH   SOLE   192,676 0 0
COCA COLA CONS INC COM 191098102   2,348,815 12,250 SH   SOLE   12,250 0 0
COMMERCIAL BANCGROUP INC COM 20112C106   4,139,964 159,107 SH   SOLE   151,063 8,044 0
CONNECTONE BANCORP INC COM 20786W107   731,463 27,324 SH   SOLE   15,078 12,246 0
COREBRIDGE FINL INC COM 21871X109   2,145,897 89,937 SH   SOLE   89,937 0 0
CUSTOMERS BANCORP INC COM 23204G100   1,526,742 21,996 SH   SOLE   21,996 0 0
DESIGNER BRANDS INC CL A 250565108   551,930 97,000 SH   SOLE   97,000 0 0
EAGLE FINL SVCS INC COM 26951R104   836,372 23,910 SH   SOLE   16,363 7,547 0
ENCORE CAP GROUP INC COM 292554102   3,170,826 45,220 SH   SOLE   45,220 0 0
EQUITABLE HLDGS INC COM 29452E101   1,387,914 37,400 SH   SOLE   37,400 0 0
FIFTH THIRD BANCORP COM 316773100   486,947 10,481 SH   SOLE   5,852 4,629 0
FIRST BUSEY CORP COM NEW 319383204   3,912,655 154,834 SH   SOLE   138,335 16,499 0
FIRST CTZNS BANCSHARES INC D CL A 31946M103   3,394,273 1,801 SH   SOLE   1,558 243 0
FIRST HORIZON CORPORATION COM 320517105   3,281,901 144,196 SH   SOLE   120,454 23,742 0
FIRST MERCHANTS CORP COM 320817109   420,995 10,870 SH   SOLE   6,063 4,807 0
FIVE STAR BANCORP COM 33830T103   2,245,321 59,526 SH   SOLE   54,154 5,372 0
GENWORTH FINL INC COM SHS 37247D106   3,881,360 478,000 SH   SOLE   478,000 0 0
GREEN DOT CORP CL A 39304D102   1,827,884 162,913 SH   SOLE   162,913 0 0
HACKETT GROUP INC COM 404609109   1,105,850 85,000 SH   SOLE   85,000 0 0
HILLTOP HLDGS INC COM 432748101   909,828 25,400 SH   SOLE   25,400 0 0
HOMETRUST BANCSHARES INC COM 437872104   2,537,675 59,500 SH   SOLE   51,719 7,781 0
JEFFERSON CAPITAL INC COM 47248R103   3,290,099 171,092 SH   SOLE   157,114 13,978 0
KB HOME COM 48666K109   1,242,000 24,000 SH   SOLE   24,000 0 0
KEROS THERAPEUTICS INC COM 492327101   165,600 15,000 SH   SOLE   15,000 0 0
METROPOLITAN BK HLDG CORP COM 591774104   3,768,873 45,250 SH   SOLE   45,250 0 0
NB BANCORP INC COM 63945M107   873,499 41,457 SH   SOLE   23,301 18,156 0
NEPTUNE INS HLDGS INC CL A 64073B103   1,801,018 74,453 SH   SOLE   57,177 17,276 0
NORTHPOINTE BANCSHARES INC. COM SHS 66661N886   4,230,547 245,107 SH   SOLE   245,107 0 0
OLD NATL BANCORP IND COM 680033107   2,597,391 117,529 SH   SOLE   107,305 10,224 0
OLD SECOND BANCORP INC DEL COM 680277100   3,047,587 151,170 SH   SOLE   132,462 18,708 0
ONESPAN INC COM 68287N100   1,368,911 130,001 SH   SOLE   130,001 0 0
OPPENHEIMER HLDGS INC CL A NON VTG 683797104   1,783,800 20,000 SH   SOLE   20,000 0 0
ORANGE CNTY BANCORP INC COM 68417L107   2,585,327 80,842 SH   SOLE   75,174 5,668 0
PAMT CORP COM 693149106   211,250 25,000 SH   SOLE   25,000 0 0
POPULAR INC COM NEW 733174700   772,014 5,754 SH   SOLE   3,200 2,554 0
PRIMIS FINANCIAL CORP COM 74167B109   2,516,613 189,504 SH   SOLE   189,504 0 0
PROVIDENT FINL SVCS INC COM 74386T105   2,838,614 134,150 SH   SOLE   119,127 15,023 0
RBB BANCORP COM 74930B105   2,326,274 108,857 SH   SOLE   100,688 8,169 0
RED ROCK RESORTS INC CL A 75700L108   691,279 12,955 SH   SOLE   12,955 0 0
SIMMONS FIRST NATL CORP CL A $1 PAR 828730200   4,759,415 244,700 SH   SOLE   220,653 24,047 0
THIRD COAST BANCSHARES INC COM 88422P109   482,749 12,761 SH   SOLE   6,559 6,202 0
TOMPKINS FINL CORP COM 890110109   844,376 10,710 SH   SOLE   10,710 0 0
TRUIST FINL CORP COM 89832Q109   551,502 11,997 SH   SOLE   6,718 5,279 0
VALLEY NATL BANCORP COM 919794107   3,969,706 323,266 SH   SOLE   284,778 38,488 0
WESBANCO INC COM 950810101   3,885,885 112,667 SH   SOLE   99,648 13,019 0
WEST FRASER TIMBER LTD COM 952845105   652,900 10,000 SH   SOLE   10,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109   406,041 5,731 SH   SOLE   3,179 2,552 0
WEX INC COM 96208T104   1,423,272 9,300 SH   SOLE   9,300 0 0
WINTRUST FINL CORP COM 97650W108   541,866 3,900 SH   SOLE   2,190 1,710 0
WIX COM LTD SHS M98068105   2,161,680 24,000 SH   SOLE   24,000 0 0