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
AMERIPRISE FINL INC COM 03076C106 1,289 12,350 SH   SOLE   12,350 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 20,821 848,451 SH   SOLE   848,451 0 0
AXA EQUITABLE HLDGS INC COM 054561105 8,362 502,810 SH   SOLE   502,810 0 0
BANK AMER CORP COM 060505104 9,952 403,900 SH   SOLE   403,900 0 0
BANK AMER CORP COM 060505104 9,363 380,000 SH Call SOLE   0 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 33,803 1,133,951 SH   SOLE   1,133,951 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 5,962 200,000 SH Call SOLE   0 0 0
CAPITAL ONE FINL CORP COM 14040H105 1,002 13,254 SH   SOLE   13,254 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 23,866 1,515,280 SH   SOLE   1,515,280 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 6,300 400,000 SH Call SOLE   0 0 0
CHESAPEAKE ENERGY CORP COM 165167CY1 6,437 8,000,000 PRN   SOLE   8,000,000 0 0
CITIGROUP INC COM NEW 172967424 35,870 689,019 SH   SOLE   689,019 0 0
CITIGROUP INC COM NEW 172967424 20,303 390,000 SH Call SOLE   0 0 0
CITIZENS FINL GROUP INC COM 174610105 8,595 289,104 SH   SOLE   289,104 0 0
COMERICA INC COM 200340107 30,020 437,039 SH   SOLE   437,039 0 0
COMERICA INC COM 200340107 13,738 200,000 SH Call SOLE   0 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 5,722 130,397 SH   SOLE   130,397 0 0
ENCORE CAPITAL COM 292554AH5 1,187 1,416,000 PRN   SOLE   1,416,000 0 0
EVERCORE INC CLASS A 29977A105 1,324 18,500 SH   SOLE   18,500 0 0
FIRST HORIZON NATL CORP COM 320517105 5,984 454,738 SH   SOLE   454,738 0 0
HUNTINGTON BANCSHARES INC COM 446150104 17,259 1,447,900 SH   SOLE   1,447,900 0 0
KEYCORP NEW COM 493267108 9,651 653,000 SH   SOLE   653,000 0 0
KEYCORP NEW COM 493267108 2,956 200,000 SH Call SOLE   0 0 0
LEGG MASON INC COM 524901105 12,745 499,599 SH   SOLE   499,599 0 0
LINCOLN NATL CORP IND COM 534187109 9,540 185,924 SH   SOLE   185,924 0 0
LINCOLN NATL CORP IND COM 534187109 4,618 90,000 SH Call SOLE   0 0 0
M & T BK CORP COM 55261F104 4,666 32,600 SH   SOLE   32,600 0 0
M & T BK CORP COM 55261F104 7,156 50,000 SH Call SOLE   0 0 0
MORGAN STANLEY COM NEW 617446448 2,932 73,950 SH   SOLE   73,950 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 2,290 2,488,995 SH   SOLE   2,488,995 0 0
PACWEST BANCORP DEL COM 695263103 7,430 223,257 SH   SOLE   223,257 0 0
PRUDENTIAL FINL INC COM 744320102 45,805 561,681 SH   SOLE   561,681 0 0
PRUDENTIAL FINL INC COM 744320102 8,155 100,000 SH Call SOLE   0 0 0
REGIONS FINL CORP NEW COM 7591EP100 8,336 622,998 SH   SOLE   622,998 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 6,447 137,796 SH   SOLE   137,796 0 0
SVB FINL GROUP COM 78486Q101 893 4,700 SH   SOLE   4,700 0 0
STATE STR CORP COM 857477103 1,028 16,300 SH   SOLE   16,300 0 0
STERLING BANCORP DEL COM 85917A100 3,987 241,500 SH   SOLE   241,500 0 0
SYNOVUS FINANCIAL CORP COM 87161C105 19,100 597,069 SH   SOLE   597,069 0 0
SYNCHRONY FINL COM 87165B103 4,591 195,700 SH   SOLE   195,700 0 0
TESLA INC COM 88160R101 36,608 110,000 SH Put SOLE   0 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 1,022 20,000 SH   SOLE   20,000 0 0
VICTORY CAP HLDGS INC COM CL A 92645B103 4,099 401,052 SH   SOLE   401,052 0 0
VOYA FINL INC COM 929089100 5,064 126,150 SH   SOLE   126,150 0 0
WELLS FARGO CO NEW COM 949746101 34,340 745,234 SH   SOLE   745,234 0 0
ATHENE HLDG LTD CL A G0684D107 17,153 430,645 SH   SOLE   430,645 0 0
ATHENE HLDG LTD CL A G0684D107 15,932 400,000 SH Call SOLE   0 0 0
INVESCO LTD SHS G491BT108 15,687 937,123 SH   SOLE   937,123 0 0
LAZARD LTD SHS A G54050102 6,182 167,500 SH   SOLE   167,500 0 0
BRIGHTSPHERE INVESTMENT GROUP COM G67506108 8,712 815,772 SH   SOLE   815,772 0 0
PENNYMAC MORTGAGE INVESTMENT TRUST COM 70931T103 5,396 227,000 SH   SOLE   227,000 0 0
TWO HARBORS INV CORP COM NEW 90187B408 9,980 381,643 SH   SOLE   381,643 0 0