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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
BOFI HOLDING INCCommon Stock05566U1081,00047,500SH SOLE 47,50000
BANK OF THE OZARKS(NSM)Common Stock639041066,118123,700SH SOLE 123,70000
BBCN BANCORP INC(NSM)Common Stock732951074,684272,031SH SOLE 272,03100
CHEMICAL FINANCIAL CORPCommon Stock1637311026,248182,304SH SOLE 182,30400
CITIZENS FINANCIAL GROUP(NYS)Common Stock1746101055,922226,100SH SOLE 226,10000
CUSTOMERS BANCORP INC (NSM)Common Stock23204G1004,504165,466SH SOLE 165,46600
EAGLE BANCORP INC(NAS)Common Stock2689481062224,400SH SOLE 4,40000
EVERCORE PARTNERS INC-CL ACommon Stock29977A1055,525102,182SH SOLE 102,18200
FCB FINANCIAL HOLDINGS-CL ACommon Stock30255G1034,385122,528SH SOLE 122,52800
FIRST FINL BANKSHARES INCCommon Stock32020R1092,10569,782SH SOLE 69,78200
GREAT WESTERN BANCORP INC(NYS)Common Stock3914161043,234111,442SH SOLE 111,44200
GREENHILL & CO INC(NYS)Common Stock3952591046,512227,600SH SOLE 227,60000
HOME BANCSHARES INC (NSM)Common Stock4368932004,00298,778SH SOLE 98,77800
HOULIHAN LOKEY INCCommon Stock44159310011,226428,319SH SOLE 428,31900
KCG HOLDINGS INC-CL ACommon Stock48244B10011,161906,674SH SOLE 906,67400
MOELIS & CO - CLASS A(NYS)Common Stock60786M1051,61155,199SH SOLE 55,19900
NEW HOME CO INC/THECommon Stock6453701071,516116,948SH SOLE 116,94800
OPUS BANK(NSM)Common Stock6840001023,756101,588SH SOLE 101,58800
PINNACLE FINANCIAL PARTNERS(NSM)Common Stock72346Q1042,85555,587SH SOLE 55,58700
POPULAR INCCommon Stock7331747001,90767,300SH SOLE 67,30000
T ROWE PRICE GROUP INC(NSM)Common Stock74144T1084,69765,700SH SOLE 65,70000
PRIVATEBANCORP INC(NSM)Common Stock7429621036,017146,688SH SOLE 146,68800
SVB FINANCIAL GROUP(NSM)Common Stock78486Q1014,63739,000SH SOLE 39,00000
SIMMONS FIRST NATL CORP-CL A(NSM)Common Stock8287302003,23763,020SH SOLE 63,02000
SYNCHRONY FINANCIALCommon Stock87165B1035,957195,900SH SOLE 195,90000
WESTERN ALLIANCE BANCORP(NYS)Common Stock95763810914,267397,852SH SOLE 397,85200
WILSHIRE BANCORP INC(NSM)Common Stock97186T1084,709407,700SH SOLE 407,70000
WINTRUST FINANCIAL CORP(NSM)Common Stock97650W1084,84299,800SH SOLE 99,80000
OM ASSET MANAGEMENT PLC(NYS)Common StockG6750610810,657695,201SH SOLE 695,20100