ENACT HLDGS INC COM 29249E109 306268 14655600 SH SOLE N/A 14655600 0 0 FIRST HORIZON CORPORATION COM 320517105 12467 765311 SH SOLE N/A 765311 0 0 FLAGSTAR BANCORP INC COM PAR .001 337930705 80364 1582596 SH SOLE N/A 1582596 0 0 GLOBE LIFE INC COM 37959E102 6403 71914 SH SOLE N/A 71914 0 0 GUILD HLDGS CO CL A 40172N107 11378 826873 SH SOLE N/A 826873 0 0 HILLTOP HOLDINGS INC COM 432748101 30495 933428 SH SOLE N/A 933428 0 0 HOME PT CAPITAL INCORPORATED COM 43734L106 517 125500 SH SOLE N/A 125500 0 0 iShares Russell 2000 ETF RUSSELL 2000 ETF 464287655 132344 6050 SH Put SOLE N/A 6050 0 0 MGIC INVT CORP WIS COM 552848103 27028 1806667 SH SOLE N/A 1806667 0 0 ONEMAIN HLDGS INC COM 68268W103 76551 1383533 SH SOLE N/A 1383533 0 0 RADIAN GROUP INC COM 750236101 568 25000 SH SOLE N/A 25000 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 121222 32300 SH Put SOLE N/A 32300 0 0 SPDR S&P 500 ETF Trust TR UNIT 78462F103 107285 2500 SH Put SOLE N/A 2500 0 0 WASHINGTON FED INC COM 938824109 4849 141339 SH SOLE N/A 141339 0 0