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
ALLY FINL COM 02005N100 3,947 150,231 SH   SOLE   150,231 0 0
AMERIS BANCORP COM 03076K108 9,203 172,497 SH   SOLE   172,497 0 0
ARES CAP COM 04010L103 5,758 350,000 SH   SOLE   350,000 0 0
BANC OF CALIFORNIA COM 05990K106 66,504 3,401,719 SH   SOLE   3,401,719 0 0
BANK AMER COM 060505104 1,170 41,500 SH   SOLE   41,500 0 0
BANKFINANCIAL COM 06643P104 28,773 1,630,170 SH   SOLE   1,630,170 0 0
BAYCOM COM 07272M107 1,993 80,530 SH   SOLE   80,530 0 0
BCB BANCORP COM 055298103 2,283 152,216 SH   SOLE   152,216 0 0
CAPITAL ONE FINL COM 14040H105 3,033 33,000 SH   SOLE   33,000 0 0
CAPITAL ONE FINL WT EXP 111418 *W EXP 11/14/2018 14040H139 6,068 118,800 SH   SOLE   118,800 0 0
CIT GROUP COM 125581801 5,041 100,000 SH   SOLE   100,000 0 0
CITIGROUP COM 172967424 6,362 95,068 SH   SOLE   95,068 0 0
CITIZENS FINL GROUP COM 174610105 7,138 183,500 SH   SOLE   183,500 0 0
COMERICA COM 200340107 4,728 52,000 SH   SOLE   52,000 0 0
ENTERPRISE FINL SVCS COM 293712105 28,844 534,646 SH   SOLE   534,646 0 0
ESSA BANCORP COM 29667D104 1,352 85,384 SH   SOLE   85,384 0 0
FIFTH THIRD BANCORP COM 316773100 5,740 200,000 SH   SOLE   200,000 0 0
FIRST BUS FINL SVCS WIS COM 319390100 2,622 100,865 SH   SOLE   100,865 0 0
FIRST FINL BANCORP OH COM 320209109 5,252 171,364 SH   SOLE   171,364 0 0
FIRST HORIZON NATL COM 320517105 4,460 250,000 SH   SOLE   250,000 0 0
FIRST MERCHANTS COM 320817109 37,646 811,333 SH   SOLE   811,333 0 0
FNB PA COM 302520101 15,530 1,157,232 SH   SOLE   1,157,232 0 0
HAWTHORN BANCSHARES COM 420476103 3,359 153,383 SH   SOLE   153,383 0 0
HORIZON BANCORP COM 440407104 27,595 1,333,712 SH   SOLE   1,333,712 0 0
HUNT COS FIN TR COM 44558T100 986 289,010 SH   SOLE   289,010 0 0
HUNTINGTON BANCSHARES COM 446150104 2,214 150,000 SH   SOLE   150,000 0 0
INDEPENDENT BANK MICH COM 453838609 26,800 1,050,985 SH   SOLE   1,050,985 0 0
INVESTORS BANCORP COM 46146L101 1,317 103,000 SH   SOLE   103,000 0 0
JPMORGAN CHASE & CO WT EXP 102818 *W EXP 10/28/2018 46634E114 4,187 66,010 SH   SOLE   66,010 0 0
LIMESTONE BANCORP COM 53262L105 236 15,500 SH   SOLE   15,500 0 0
MAGYAR BANCORP COM 55977T109 6,953 539,833 SH   SOLE   539,833 0 0
MUTUALFIRST FINL COM 62845B104 27,020 715,773 SH   SOLE   715,773 0 0
OLD POINT FINL COM 680194107 9,210 319,114 SH   SOLE   319,114 0 0
PEOPLES BANCORP COM 709789101 7,708 204,024 SH   SOLE   204,024 0 0
PNC FINL SVCS GROUP WT EXP 123118 *W EXP 12/31/2018 693475121 3,301 48,145 SH   SOLE   48,145 0 0
SB ONE BANCORP COM 78413T103 3,056 102,882 SH   SOLE   102,882 0 0
SOUTHERN NATL BANCORP OF VA IN COM 843395104 2,112 118,385 SH   SOLE   118,385 0 0
SYNCHRONY FINL COM 87165B103 3,338 100,000 SH   SOLE   100,000 0 0