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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLSTATE CORP COM 020002101   643,950 3,000 SH   SOLE N/A 3,000 0 0
ALLSTATE CORP COM 020002101   2,683,125 12,500 SH Put SOLE N/A 12,500 0 0
BANC OF CALIFORNIA INC COM 05990K106   16,436,302 993,130 SH   SOLE N/A 993,130 0 0
BANK AMERICA CORP COM 060505104   1,418,725 27,500 SH   SOLE N/A 27,500 0 0
BANK AMERICA CORP COM 060505104   2,579,500 50,000 SH Put SOLE N/A 50,000 0 0
BANKUNITED INC COM 06652K103   954,000 25,000 SH   SOLE N/A 25,000 0 0
BEACON FINANCIAL CORP. COM 084680107   10,815,174 456,144 SH   SOLE N/A 456,144 0 0
CHUBB LIMITED COM H1467J104   2,822,500 10,000 SH   SOLE N/A 10,000 0 0
CHUBB LIMITED COM H1467J104   3,528,125 12,500 SH Put SOLE N/A 12,500 0 0
CITIGROUP INC COM NEW 172967424   1,776,250 17,500 SH   SOLE N/A 17,500 0 0
CITIGROUP INC COM NEW 172967424   3,045,000 30,000 SH Put SOLE N/A 30,000 0 0
ESSENT GROUP LTD COM G3198U102   2,688,588 42,300 SH   SOLE N/A 42,300 0 0
ESSENT GROUP LTD COM G3198U102   3,178,000 50,000 SH Put SOLE N/A 50,000 0 0
F N B CORP COM 302520101   1,381,191 85,735 SH   SOLE N/A 85,735 0 0
FIFTH THIRD BANCORP COM 316773100   1,893,375 42,500 SH   SOLE N/A 42,500 0 0
FIFTH THIRD BANCORP COM 316773100   2,673,000 60,000 SH Put SOLE N/A 60,000 0 0
FINANCIAL INSTNS INC COM 317585404   1,360,000 50,000 SH   SOLE N/A 50,000 0 0
FIRST AMERN FINL CORP COM 31847R102   321,200 5,000 SH   SOLE N/A 5,000 0 0
FIRST AMERN FINL CORP COM 31847R102   1,927,200 30,000 SH Put SOLE N/A 30,000 0 0
FIRST BUSEY CORP COM NEW 319383204   1,157,500 50,000 SH   SOLE N/A 50,000 0 0
FLAGSTAR FINANCIAL INC COM NEW 649445400   1,924,992 166,666 SH   SOLE N/A 166,666 0 0
FULTON FINL CORP PA COM 360271100   1,174,435 63,040 SH   SOLE N/A 63,040 0 0
GLOBE LIFE INC COM 37959E102   383,446 2,682 SH   SOLE N/A 2,682 0 0
GUILD HLDGS CO CL A 40172N107   31,821,129 1,595,844 SH   SOLE N/A 1,595,844 0 0
HARTFORD INSURANCE GROUP INC COM 416515104   3,134,665 23,500 SH   SOLE N/A 23,500 0 0
HARTFORD INSURANCE GROUP INC COM 416515104   4,001,700 30,000 SH Put SOLE N/A 30,000 0 0
HORIZON BANCORP INC COM 440407104   1,518,020 94,817 SH   SOLE N/A 94,817 0 0
HUNTINGTON BANCSHARES INC COM 446150104   2,041,556 118,214 SH   SOLE N/A 118,214 0 0
HUNTINGTON BANCSHARES INC COM 446150104   2,590,500 150,000 SH Put SOLE N/A 150,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,962,792 11,650 SH   SOLE N/A 11,650 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   2,106,000 12,500 SH Put SOLE N/A 12,500 0 0
INVITATION HOMES INC COM 46187W107   2,053,100 70,000 SH   SOLE N/A 70,000 0 0
INVITATION HOMES INC COM 46187W107   2,933,000 100,000 SH Put SOLE N/A 100,000 0 0
JONES LANG LASALLE INC COM 48020Q107   313,194 1,050 SH   SOLE N/A 1,050 0 0
JPMORGAN CHASE & CO. COM 46625H100   1,577,150 5,000 SH   SOLE N/A 5,000 0 0
JPMORGAN CHASE & CO. COM 46625H100   4,731,450 15,000 SH Put SOLE N/A 15,000 0 0
MARSH & MCLENNAN COS INC COM 571748102   1,632,393 8,100 SH   SOLE N/A 8,100 0 0
MARSH & MCLENNAN COS INC COM 571748102   3,022,950 15,000 SH Put SOLE N/A 15,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   2,515,847 4,423 SH   SOLE N/A 4,423 0 0
MASTERCARD INCORPORATED CL A 57636Q104   2,844,050 5,000 SH Put SOLE N/A 5,000 0 0
MFA FINL INC COM 55272X607   2,757,000 300,000 SH   SOLE N/A 300,000 0 0
MFA FINL INC COM 55272X607   2,757,000 300,000 SH Put SOLE N/A 300,000 0 0
MGIC INVT CORP WIS COM 552848103   2,288,267 80,658 SH   SOLE N/A 80,658 0 0
MGIC INVT CORP WIS COM 552848103   3,205,810 113,000 SH Put SOLE N/A 113,000 0 0
NORTHERN TR CORP COM 665859104   1,533,902 11,396 SH   SOLE N/A 11,396 0 0
NORTHERN TR CORP COM 665859104   2,692,000 20,000 SH Put SOLE N/A 20,000 0 0
OLD NATL BANCORP IND COM 680033107   2,743,750 125,000 SH   SOLE N/A 125,000 0 0
PNC FINL SVCS GROUP INC COM 693475105   2,411,160 12,000 SH   SOLE N/A 12,000 0 0
PNC FINL SVCS GROUP INC COM 693475105   3,013,950 15,000 SH Put SOLE N/A 15,000 0 0
POPULAR INC COM NEW 733174700   762,060 6,000 SH   SOLE N/A 6,000 0 0
PRICE T ROWE GROUP INC COM 74144T108   2,116,026 20,616 SH   SOLE N/A 20,616 0 0
PRICE T ROWE GROUP INC COM 74144T108   2,566,000 25,000 SH Put SOLE N/A 25,000 0 0
PROSPERITY BANCSHARES INC COM 743606105   663,500 10,000 SH   SOLE N/A 10,000 0 0
RAYMOND JAMES FINL INC COM 754730109   2,066,885 11,975 SH   SOLE N/A 11,975 0 0
RAYMOND JAMES FINL INC COM 754730109   3,020,500 17,500 SH Put SOLE N/A 17,500 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   263,700 10,000 SH   SOLE N/A 10,000 0 0
RITHM CAPITAL CORP COM NEW 64828T201   3,132,250 275,000 SH   SOLE N/A 275,000 0 0
RITHM CAPITAL CORP COM NEW 64828T201   3,132,250 275,000 SH Put SOLE N/A 275,000 0 0
S&P GLOBAL INC COM 78409V104   2,920,260 6,000 SH   SOLE N/A 6,000 0 0
S&P GLOBAL INC COM 78409V104   2,920,260 6,000 SH Put SOLE N/A 6,000 0 0
SOUTHSIDE BANCSHARES INC COM 84470P109   1,624,375 57,500 SH   SOLE N/A 57,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   186,663,636 280,200 SH Put SOLE N/A 280,200 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698   18,990,000 300,000 SH Put SOLE N/A 300,000 0 0
TAYLOR MORRISON HOME CORP COM 87724P106   434,808 6,587 SH   SOLE N/A 6,587 0 0
TRUIST FINL CORP COM 89832Q109   2,528,682 55,308 SH   SOLE N/A 55,308 0 0
TRUIST FINL CORP COM 89832Q109   3,200,400 70,000 SH Put SOLE N/A 70,000 0 0
UMB FINL CORP COM 902788108   679,447 5,741 SH   SOLE N/A 5,741 0 0
US BANCORP DEL COM NEW 902973304   2,174,850 45,000 SH   SOLE N/A 45,000 0 0
US BANCORP DEL COM NEW 902973304   3,383,100 70,000 SH Put SOLE N/A 70,000 0 0
WALKER & DUNLOP INC COM 93148P102   752,580 9,000 SH   SOLE N/A 9,000 0 0
WALKER & DUNLOP INC COM 93148P102   1,672,400 20,000 SH Put SOLE N/A 20,000 0 0
WESBANCO INC COM 950810101   2,554,400 80,000 SH   SOLE N/A 80,000 0 0