ALLIANCE DATA SYSTEMS CORP COM 018581108 7151 212515 SH SOLE N/A 212515 0 0 BANCORP INC DEL COM 05969A105 450 74204 SH SOLE N/A 74204 0 0 EXANTAS CAP CORP COM NEW 30068N105 1741 630855 SH SOLE N/A 630855 0 0 FLAGSTAR BANCORP INC COM PAR .001 337930705 14764 744535 SH SOLE N/A 744535 0 0 HILLTOP HOLDINGS INC COM 432748101 15682 1037145 SH SOLE N/A 1037145 0 0 IBERIABANK CORP COM 450828108 6102 166953 SH SOLE N/A 166953 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 42350 3700 SH Put SOLE N/A 3700 0 0 MGIC INVT CORP WIS COM 552848103 28694 4517811 SH SOLE N/A 4517811 0 0 ONEMAIN HLDGS INC COM 68268W103 19500 1019897 SH SOLE N/A 1019897 0 0 RADIAN GROUP INC COM 750236101 15466 1194279 SH SOLE N/A 1194279 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 35304 16957 SH Put SOLE N/A 16957 0 0 SLM CORP COM 78442P106 16007 2226271 SH SOLE N/A 2226271 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 12888 500 SH Put SOLE N/A 500 0 0 WEBSTER FINL CORP CONN COM 947890109 2992 130650 SH SOLE N/A 130650 0 0