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
ASSOCIATED BANC CORP COM 045487105 1,491 60,000 SH   SOLE 0 0 0
BANK HAWAII CORP COM 062540109 3,656 44,000 SH   SOLE 0 0 0
BB&T CORP COM 054937107 5,204 100,000 SH   SOLE 0 0 0
CATHAY GEN BANCORP COM 149150104 1,999 50,000 SH   SOLE 0 0 0
CITIZENS FINL GROUP INC COM 174610105 2,309 55,000 SH   SOLE 0 0 0
CULLEN FROST BANKERS INC COM 229899109 3,076 29,000 SH   SOLE 0 0 0
EAST WEST BANCORP INC COM 27579R104 2,660 42,536 SH   SOLE 0 0 0
FIRST HORIZON NATL CORP COM 320517105 2,825 150,000 SH   SOLE 0 0 0
FNB CORP PA COM 302520101 5,649 420,000 SH   SOLE 0 0 0
HUNTINGTON BANCSHARES INC COM 446150104 7,777 515,000 SH   SOLE 0 0 0
IBERIABANK CORP COM 450828108 1,872 24,000 SH   SOLE 0 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 4,572 245,000 SH   SOLE 0 0 0
PROSPERITY BANCSHARES INC COM 743606105 1,961 27,000 SH   SOLE 0 0 0
SVB FINL GROUP COM 78486Q101 2,160 9,000 SH   SOLE 0 0 0
TRUSTMARK CORP COM 898402102 1,723 55,300 SH   SOLE 0 0 0
UMB FINL CORP COM 902788108 2,678 37,000 SH   SOLE 0 0 0
US BANCORP DEL COM NEW 902973304 3,535 70,000 SH   SOLE 0 0 0