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
QCR HOLDINGS INC COM 74727A104 11,509 290,715 SH   SOLE   290,715 0 0
HOMESTREET INC COM 43785V102 11,052 327,474 SH   SOLE   327,474 0 0
CADENCE BANCORP CL A 12739A100 9,744 593,401 SH   SOLE   593,401 0 0
HANCOCK WHITNEY CORP COM 410120109 8,724 256,445 SH   SOLE   256,445 0 0
PREMIER FINANCIAL CORP COM 74052F108 8,651 376,147 SH   SOLE   376,147 0 0
SIGNATURE BANK COM 82669G104 8,220 60,757 SH   SOLE   60,757 0 0
FIRST FOUNDATION INC COM 32026V104 8,175 408,732 SH   SOLE   408,732 0 0
ZIONS BANCORPORATION COM 989701107 7,840 180,485 SH   SOLE   180,485 0 0
CITIZENS FINANCIAL GROUP INC COM STK COM 174610105 7,607 212,733 SH   SOLE   212,733 0 0
FIFTH THIRD BANCORP COM 316773100 7,510 272,394 SH   SOLE   272,394 0 0
COMERICA INC COM 200340107 7,484 133,979 SH   SOLE   133,979 0 0
ATLANTIC CAPITAL BANCSHARES INC COM 048269203 7,479 469,797 SH   SOLE   469,797 0 0
WEBSTER FINANCIAL CORP COM 947890109 7,274 172,584 SH   SOLE   172,584 0 0
BANNER CORP COM NEW 06652V208 7,151 153,478 SH   SOLE   153,478 0 0
KEYCORP COM 493267108 6,956 423,895 SH   SOLE   423,895 0 0
WESBANCO INC COM 950810101 6,861 228,997 SH   SOLE   228,997 0 0
TRISTATE CAPITAL HOLDINGS INC COM 89678F100 6,651 382,221 SH   SOLE   382,221 0 0
FIRST MIDWEST BANCORP INC COM 320867104 6,609 415,159 SH   SOLE   415,159 0 0
MACATAWA BANK CORP COM 554225102 6,429 768,042 SH   SOLE   768,042 0 0
ENTERPRISE FINANCIAL SERVICES CORP COM 293712105 6,282 179,751 SH   SOLE   179,751 0 0
FIRST WESTERN FINANCIAL INC COM 33751L105 6,202 316,912 SH   SOLE   316,912 0 0
WESTERN ALLIANCE BANCORPORATION COM 957638109 5,840 97,418 SH   SOLE   97,418 0 0
BERKSHIRE HILLS BANCORP INC COM 084680107 5,800 338,759 SH   SOLE   338,759 0 0
INVESTORS BANCORP INC COM 46146L101 4,852 459,500 SH   SOLE   459,500 0 0
BROOKLINE BANCORP INC COM 11373M107 3,502 290,833 SH   SOLE   290,833 0 0
SOUTHERN FIRST BANCSHARES INC COM 842873101 3,422 96,790 SH   SOLE   96,790 0 0
FIRST VIRGINIA COMMUNITY BANK COM 36120Q101 3,395 230,941 SH   SOLE   230,941 0 0
HOWARD BANCORP INC COM 442496105 3,388 286,875 SH   SOLE   286,875 0 0
OCEANFIRST FINANCIAL CORP COM 675234108 3,199 171,711 SH   SOLE   171,711 0 0
LAKELAND BANCORP INC COM 511637100 3,198 251,821 SH   SOLE   251,821 0 0
CONNECTONE BANCORP INC COM 20786W107 3,190 161,195 SH   SOLE   161,195 0 0
HARBORONE BANCORP INC COM NEW 41165Y100 3,126 287,804 SH   SOLE   287,804 0 0
CBTX INC COM 12481V104 3,012 118,083 SH   SOLE   118,083 0 0
CAMDEN NATIONAL CORP COM 133034108 2,770 77,418 SH   SOLE   77,418 0 0
SELECT BANCORP INC COM 81617L108 2,766 292,041 SH   SOLE   292,041 0 0
PEAPACK-GLADSTONE FINANCIAL CORP COM 704699107 2,761 121,318 SH   SOLE   121,318 0 0
MIDDLEFIELD BANC CORP COM NEW 596304204 2,738 121,701 SH   SOLE   121,701 0 0
FIRST COMMUNITY CORP COM 319835104 2,552 150,186 SH   SOLE   150,186 0 0
RIVERVIEW BANCORP INC COM 769397100 2,397 455,699 SH   SOLE   455,699 0 0
CALIFORNIA BANCORP COM 13005U101 2,298 147,663 SH   SOLE   147,663 0 0
PINNACLE FINANCIAL PARTNERS INC COM 72346Q104 2,152 33,418 SH   SOLE   33,418 0 0
REGIONS FINANCIAL CORP COM 7591EP100 1,381 85,673 SH   SOLE   85,673 0 0
ATLANTIC UNION BANKSHARES CORP COM 04911A107 1,076 32,662 SH   SOLE   32,662 0 0