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
ALLIANCEBERNSTEIN HOLDING LP COM 01881G106 262 8,500 SH   SOLE   8,500 0 0
AMERICAN EXPRESS CO - NYS COM 25816109 4,484 57,400 SH   SOLE   57,400 0 0
BANK OF THE OZARKS COM 63904106 6,798 184,068 SH   SOLE   184,068 0 0
CATHAY GENERAL BANCORP COM 149150104 3,084 108,400 SH   SOLE   108,400 0 0
CITIZENS FINANCIAL GROUP COM 174610105 5,791 239,999 SH   SOLE   239,999 0 0
FCB FINANCIAL HOLDINGS INC COM 30255G103 733 26,787 SH   SOLE   26,787 0 0
HOME BANCSHARES INC (NSM) COM 436893200 3,172 93,600 SH   SOLE   93,600 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 9,028 38,700 SH   SOLE   38,700 0 0
INVESTORS BANCORP INC COM 46146L101 2,001 170,700 SH   SOLE   170,700 0 0
MGIC INVESTMENT CORP COM 552848103 2,024 210,200 SH   SOLE   210,200 0 0
MOELIS & CO COM 60786M105 3,184 105,712 SH   SOLE   105,712 0 0
NORTHSTAR REALTY FINANCE COM 66704R704 7,761 428,300 SH   SOLE   428,300 0 0
PACWEST BANCORP COM 695263103 4,792 102,200 SH   SOLE   102,200 0 0
SIGNATURE BANK COM 82669G104 4,600 35,500 SH   SOLE   35,500 0 0
WESTERN ALLIANCE BANCORP COM 957638109 6,418 216,530 SH   SOLE   216,530 0 0
OM ASSET MANAGEMENT PLC COM G67506108 3,790 203,315 SH   SOLE   203,315 0 0