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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABACUS LIFE INC CL A 00258Y104   2,811,250 325,000 SH   SOLE   325,000 0 0
AXOS FINANCIAL INC COM 05465C100   18,769,946 328,433 SH   SOLE   328,433 0 0
BANCORP INC DEL COM 05969A105   1,321,600 35,000 SH   SOLE   35,000 0 0
BANK AMERICA CORP COM 060505104   4,248,907 106,837 SH   SOLE   106,837 0 0
BANNER CORP COM NEW 06652V208   11,429,908 230,256 SH   SOLE   230,256 0 0
BRIDGEWATER BANCSHARES INC COM 108621103   3,371,974 290,437 SH   SOLE   290,437 0 0
BUSINESS FIRST BANCSHARES IN COM 12326C105   3,529,907 162,220 SH   SOLE   162,220 0 0
CADENCE BANK COM 12740C103   7,859,125 277,904 SH   SOLE   277,904 0 0
CATHAY GEN BANCORP COM 149150104   6,944,403 184,104 SH   SOLE   184,104 0 0
CITIZENS FINL GROUP INC COM 174610105   14,036,567 389,580 SH   SOLE   389,580 0 0
CNB FINL CORP PA COM 126128107   4,483,628 219,678 SH   SOLE   219,678 0 0
COASTAL FINL CORP WA COM NEW 19046P209   2,519,844 54,613 SH   SOLE   54,613 0 0
COLUMBIA BKG SYS INC COM 197236102   9,457,695 475,500 SH   SOLE   475,500 0 0
DIME CMNTY BANCSHARES INC COM 25432X102   6,086,238 298,345 SH   SOLE   298,345 0 0
EAST WEST BANCORP INC COM 27579R104   24,042,434 328,314 SH   SOLE   328,314 0 0
EASTERN BANKSHARES INC COM 27627N105   6,717,068 480,477 SH   SOLE   480,477 0 0
F N B CORP COM 302520101   16,058,829 1,173,891 SH   SOLE   1,173,891 0 0
FIRST BANCORP P R COM NEW 318672706   8,550,758 467,510 SH   SOLE   467,510 0 0
FIRST BANCSHARES INC MS COM 318916103   5,165,474 198,825 SH   SOLE   198,825 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   20,430,607 12,135 SH   SOLE   12,135 0 0
FIRST INTERNET BANCORP COM 320557101   2,578,870 95,443 SH   SOLE   95,443 0 0
FULTON FINL CORP PA COM 360271100   2,375,502 139,900 SH   SOLE   139,900 0 0
HANCOCK WHITNEY CORPORATION COM 410120109   20,111,845 420,486 SH   SOLE   420,486 0 0
HANMI FINL CORP COM NEW 410495204   7,917,806 473,553 SH   SOLE   473,553 0 0
HEARTLAND FINL USA INC COM 42234Q102   11,896,065 267,628 SH   SOLE   267,628 0 0
M & T BK CORP COM 55261F104   2,598,094 17,165 SH   SOLE   17,165 0 0
NB BANCORP INC COM 63945M107   5,483,555 363,631 SH   SOLE   363,631 0 0
OFG BANCORP COM 67103X102   8,840,484 236,061 SH   SOLE   236,061 0 0
OLD SECOND BANCORP INC ILL COM 680277100   7,797,243 526,485 SH   SOLE   526,485 0 0
OP BANCORP COM 67109R109   2,719,417 283,568 SH   SOLE   283,568 0 0
ORIGIN BANCORP INC COM 68621T102   5,636,581 177,698 SH   SOLE   177,698 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   10,397,196 129,900 SH   SOLE   129,900 0 0
POPULAR INC COM NEW 733174700   16,566,741 187,343 SH   SOLE   187,343 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404   13,394,568 177,435 SH   SOLE   177,435 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   9,177,959 457,982 SH   SOLE   457,982 0 0
STELLAR BANCORP INC COM 858927106   5,860,379 255,243 SH   SOLE   255,243 0 0
SYNOVUS FINL CORP COM NEW 87161C501   19,244,660 478,842 SH   SOLE   478,842 0 0
TRUIST FINL CORP COM 89832Q109   13,869,450 357,000 SH   SOLE   357,000 0 0
TRUSTMARK CORP COM 898402102   10,418,082 346,807 SH   SOLE   346,807 0 0
VALLEY NATL BANCORP COM 919794107   7,678,461 1,100,066 SH   SOLE   1,100,066 0 0
VERITEX HLDGS INC COM 923451108   8,521,731 404,065 SH   SOLE   404,065 0 0
WEBSTER FINL CORP COM 947890109   22,483,199 515,788 SH   SOLE   515,788 0 0
WESTAMERICA BANCORPORATION COM 957090103   5,470,156 112,717 SH   SOLE   112,717 0 0
WESTERN ALLIANCE BANCORP COM 957638109   31,625,661 503,433 SH   SOLE   503,433 0 0
WINTRUST FINL CORP COM 97650W108   20,999,194 213,060 SH   SOLE   213,060 0 0