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
ATLANTIC UN BANKSHARES CORP COM 04911A107   21,375,407 683,357 SH   SOLE   683,357 0 0
AXOS FINANCIAL INC COM 05465C100   21,599,846 284,059 SH   SOLE   284,059 0 0
BANK AMERICA CORP COM 060505104   4,899,371 103,537 SH   SOLE   103,537 0 0
BANNER CORP COM NEW 06652V208   11,492,857 179,156 SH   SOLE   179,156 0 0
CITIZENS FINL GROUP INC COM 174610105   16,802,730 375,480 SH   SOLE   375,480 0 0
CNB FINL CORP PA COM 126128107   6,668,033 291,690 SH   SOLE   291,690 0 0
COASTAL FINL CORP WA COM NEW 19046P209   8,579,873 88,571 SH   SOLE   88,571 0 0
COLUMBIA BKG SYS INC COM 197236102   23,516,352 1,005,832 SH   SOLE   1,005,832 0 0
COMERICA INC COM 200340107   9,636,279 161,547 SH   SOLE   161,547 0 0
CONNECTONE BANCORP INC COM 20786W107   12,554,272 542,067 SH   SOLE   542,067 0 0
DIME CMNTY BANCSHARES INC COM 25432X102   7,940,376 294,743 SH   SOLE   294,743 0 0
EAST WEST BANCORP INC COM 27579R104   21,097,146 208,924 SH   SOLE   208,924 0 0
EASTERN BANKSHARES INC COM 27627N105   6,024,320 394,520 SH   SOLE   394,520 0 0
ESSA BANCORP INC COM 29667D104   3,834,313 197,645 SH   SOLE   197,645 0 0
F N B CORP COM 302520101   12,045,865 826,191 SH   SOLE   826,191 0 0
FB BANCORP INC COM 31425A109   1,027,823 91,362 SH   SOLE   91,362 0 0
FINANCIAL INSTNS INC COM 317585404   346,243 13,483 SH   SOLE   13,483 0 0
FIRST BANCORP P R COM NEW 318672706   6,484,587 311,310 SH   SOLE   311,310 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   14,698,959 7,513 SH   SOLE   7,513 0 0
FIRSTSUN CAP BANCORP COM 33767U107   6,637,076 190,995 SH   SOLE   190,995 0 0
HANCOCK WHITNEY CORPORATION COM 410120109   17,902,830 311,896 SH   SOLE   311,896 0 0
HANMI FINL CORP COM NEW 410495204   15,024,592 608,776 SH   SOLE   608,776 0 0
HOMESTREET INC COM 43785V102   5,143,476 393,533 SH   SOLE   393,533 0 0
MIDWESTONE FINL GROUP INC NE COM 598511103   3,751,608 130,400 SH   SOLE   130,400 0 0
OLD NATL BANCORP IND COM 680033107   9,217,472 431,934 SH   SOLE   431,934 0 0
OLD SECOND BANCORP INC ILL COM 680277100   12,720,077 717,028 SH   SOLE   717,028 0 0
OP BANCORP COM 67109R109   2,668,367 205,417 SH   SOLE   205,417 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   14,286,833 129,398 SH   SOLE   129,398 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404   10,473,762 121,021 SH   SOLE   121,021 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   11,023,401 468,682 SH   SOLE   468,682 0 0
RENASANT CORP COM 75970E107   15,522,910 432,032 SH   SOLE   432,032 0 0
SMARTFINANCIAL INC COM NEW 83190L208   4,993,833 147,834 SH   SOLE   147,834 0 0
SOUTHSTATE CORPORATION COM 840441109   20,853,998 226,600 SH   SOLE   226,600 0 0
SYNOVUS FINL CORP COM NEW 87161C501   12,830,999 247,942 SH   SOLE   247,942 0 0
UMB FINL CORP COM 902788108   23,849,131 226,789 SH   SOLE   226,789 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303   5,362,200 180,000 SH   SOLE   180,000 0 0
VALLEY NATL BANCORP COM 919794107   10,878,222 1,218,166 SH   SOLE   1,218,166 0 0
VERITEX HLDGS INC COM 923451108   13,943,560 534,236 SH   SOLE   534,236 0 0
WEBSTER FINL CORP COM 947890109   32,191,505 589,588 SH   SOLE   589,588 0 0
WESTERN ALLIANCE BANCORP COM 957638109   31,639,059 405,733 SH   SOLE   405,733 0 0
WINTRUST FINL CORP COM 97650W108   20,873,273 168,360 SH   SOLE   168,360 0 0