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    <nameOfIssuer>HILLTOP HOLDINGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>IBERIABANK CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>MGIC INVT CORP WIS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>552848103</cusip>
    <value>37001</value>
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    <nameOfIssuer>ONEMAIN HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>68268W103</cusip>
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    <nameOfIssuer>RADIAN GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>750236101</cusip>
    <value>18523</value>
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    <nameOfIssuer>SLM CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78442P106</cusip>
    <value>15651</value>
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    <nameOfIssuer>SPDR S&amp;P 500 ETF TR</nameOfIssuer>
    <titleOfClass>TR UNIT</titleOfClass>
    <cusip>78462F103</cusip>
    <value>80174</value>
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    <putCall>Put</putCall>
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      <Sole>260000</Sole>
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    <nameOfIssuer>WEBSTER FINL CORP CONN</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>947890109</cusip>
    <value>3738</value>
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