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
ATLANTIC COAST FINL COM 048426100 6,857 1,008,451 SH   SOLE   1,008,451 0 0
BANC OF CALIFORNIA COM 05990K106 59,020 3,401,719 SH   SOLE   3,401,719 0 0
BANK AMER COM 060505104 3,127 141,500 SH   SOLE   141,500 0 0
BANKFINANCIAL COM 06643P104 24,159 1,630,170 SH   SOLE   1,630,170 0 0
BCB BANCORP COM 055298103 2,550 196,116 SH   SOLE   196,116 0 0
CAPITAL ONE FINL COM 14040H105 2,879 33,000 SH   SOLE   33,000 0 0
CAPITAL ONE FINL *W EXP 11/14/2018 14040H139 5,369 118,800 SH   SOLE   118,800 0 0
CITIGROUP COM 172967424 5,650 95,068 SH   SOLE   95,068 0 0
CITIZENS FINL GROUP COM 174610105 6,538 183,500 SH   SOLE   183,500 0 0
COMERICA COM 200340107 18,730 275,000 SH   SOLE   275,000 0 0
COMERICA *W EXP 11/14/2018 200340115 3,713 95,826 SH   SOLE   95,826 0 0
EASTERN VA BANKSHARES COM 277196101 3,375 322,928 SH   SOLE   322,928 0 0
ENTERPRISE FINL SVCS COM 293712105 22,990 534,646 SH   SOLE   534,646 0 0
FIRST MERCHANTS COM 320817109 30,547 811,333 SH   SOLE   811,333 0 0
FNB PA COM 302520101 15,344 957,232 SH   SOLE   957,232 0 0
HORIZON BANCORP IND COM 440407104 24,896 889,142 SH   SOLE   889,142 0 0
INDEPENDENT BANK MICH COM 453838609 22,806 1,050,985 SH   SOLE   1,050,985 0 0
JPMORGAN CHASE & CO COM 46625H100 4,790 55,510 SH   SOLE   55,510 0 0
JPMORGAN CHASE & CO *W EXP 10/28/2018 46634E114 4,892 110,500 SH   SOLE   110,500 0 0
MAGYAR BANCORP COM 55977T109 6,478 539,833 SH   SOLE   539,833 0 0
MAINSOURCE FINANCIAL GP COM 56062Y102 7,968 231,616 SH   SOLE   231,616 0 0
MIDWESTONE FINL GROUP COM 598511103 233 6,200 SH   SOLE   6,200 0 0
MUTUALFIRST FINL COM 62845B104 23,302 703,973 SH   SOLE   703,973 0 0
OLD POINT FINL COM 680194107 7,714 308,562 SH   SOLE   308,562 0 0
PEAPACK-GLADSTONE FINL COM 704699107 1,150 37,232 SH   SOLE   37,232 0 0
PEOPLES BANCORP COM 709789101 26,228 808,021 SH   SOLE   808,021 0 0
PNC FINL SVCS GROUP COM 693475105 2,924 25,000 SH   SOLE   25,000 0 0
PNC FINL SVCS GROUP *W EXP 12/31/2018 693475121 4,614 93,545 SH   SOLE   93,545 0 0
RIVERVIEW BANCORP COM 769397100 5,009 715,630 SH   SOLE   715,630 0 0
SUSSEX BANCORP COM 869245100 2,150 102,882 SH   SOLE   102,882 0 0
UNITED FINL BANCORP COM 910304104 18,162 1,000,128 SH   SOLE   1,000,128 0 0