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
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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
1ST FINL BANCORP COM 320209109   1,353,200 40,000 SH   SOLE N/A 40,000 0 0
ALLSTATE CORP COM 020002101   2,022,490 8,500 SH   SOLE N/A 8,500 0 0
ALLSTATE CORP COM 020002101   5,948,500 25,000 SH Put SOLE N/A 25,000 0 0
ARCH CAP GROUP LTD ORD G0450A105   852,866 8,787 SH   SOLE N/A 8,787 0 0
ARCH CAP GROUP LTD ORD G0450A105   2,426,500 25,000 SH Put SOLE N/A 25,000 0 0
ASSOCIATED BANC-CORP COM 045487105   3,514,242 114,210 SH   SOLE N/A 114,210 0 0
AXOS FINANCIAL INC COM 05465C100   722,634 7,420 SH   SOLE N/A 7,420 0 0
BANK OF AMER CORP COM 060505104   3,418,800 60,000 SH   SOLE N/A 60,000 0 0
BANK OF AMER CORP COM 060505104   8,831,900 155,000 SH Put SOLE N/A 155,000 0 0
BANKUNITED INC COM 06652K103   242,250 5,000 SH   SOLE N/A 5,000 0 0
BANNER CORP COM NEW 06652V208   5,149,100 77,500 SH   SOLE N/A 77,500 0 0
BEACON FINANCIAL CORP. COM 084680107   11,109,013 364,828 SH   SOLE N/A 364,828 0 0
CBRE GROUP INC CL A 12504L109   5,363,356 39,820 SH   SOLE N/A 39,820 0 0
CBRE GROUP INC CL A 12504L109   7,812,020 58,000 SH Put SOLE N/A 58,000 0 0
CINCINNATI FINL CORP COM 172062101   1,110,840 6,000 SH   SOLE N/A 6,000 0 0
CINCINNATI FINL CORP COM 172062101   9,257,000 50,000 SH Put SOLE N/A 50,000 0 0
CITIGROUP INC COM NEW 172967424   349,900 2,500 SH   SOLE N/A 2,500 0 0
COLUMBIA BKG SYS INC COM 197236102   3,365,250 105,000 SH   SOLE N/A 105,000 0 0
ESSENT GROUP LTD COM G3198U102   803,500 12,500 SH   SOLE N/A 12,500 0 0
ESSENT GROUP LTD COM G3198U102   5,142,400 80,000 SH Put SOLE N/A 80,000 0 0
F N B CORP COM 302520101   1,335,600 70,000 SH   SOLE N/A 70,000 0 0
FIDELITY NATL FINL INC COM SHS 31620R303   4,890,492 103,700 SH   SOLE N/A 103,700 0 0
FIDELITY NATL FINL INC COM SHS 31620R303   5,612,040 119,000 SH Put SOLE N/A 119,000 0 0
FINANCIAL INSTITUTIONS INC COM 317585404   1,948,500 50,000 SH   SOLE N/A 50,000 0 0
FIRST BANCORP CORPORATION COM NEW 318672706   521,400 20,000 SH   SOLE N/A 20,000 0 0
FLAGSTAR BANK NATIONAL ASSOC COM NEW 649445400   2,489,990 166,666 SH   SOLE N/A 166,666 0 0
FULTON FINL CORP PA COM 360271100   1,814,250 75,000 SH   SOLE N/A 75,000 0 0
GLOBE LIFE INC COM 37959E102   446,700 2,500 SH   SOLE N/A 2,500 0 0
GREENE CNTY BANCORP INC COM 394357107   839,750 25,000 SH   SOLE N/A 25,000 0 0
HARTFORD INSURANCE GROUP INC COM 416515104   2,425,116 18,300 SH   SOLE N/A 18,300 0 0
HARTFORD INSURANCE GROUP INC COM 416515104   3,975,600 30,000 SH Put SOLE N/A 30,000 0 0
HORIZON BANCORP IND COM 440407104   2,267,730 113,500 SH   SOLE N/A 113,500 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   3,523,901 28,624 SH   SOLE N/A 28,624 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   4,001,075 32,500 SH Put SOLE N/A 32,500 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   4,743,152 6,441 SH   SOLE N/A 6,441 0 0
JONES LANG LASALLE INC COM 48020Q107   1,937,188 6,250 SH   SOLE N/A 6,250 0 0
JONES LANG LASALLE INC COM 48020Q107   3,564,425 11,500 SH Put SOLE N/A 11,500 0 0
JPMORGAN CHASE & CO COM 46625H100   3,927,960 12,000 SH   SOLE N/A 12,000 0 0
JPMORGAN CHASE & CO COM 46625H100   8,183,250 25,000 SH Put SOLE N/A 25,000 0 0
METLIFE INC COM 59156R108   3,384,400 40,000 SH Call SOLE N/A 40,000 0 0
MGIC INVT CORP WIS COM 552848103   4,230,000 150,000 SH Put SOLE N/A 150,000 0 0
NORTHRIM BANCORP INC COM 666762109   906,072 32,663 SH   SOLE N/A 32,663 0 0
NORTHWEST BANCSHARES INC COM 667340103   1,402,300 92,500 SH   SOLE N/A 92,500 0 0
OFG BANCORP COM 67103X102   2,453,500 50,000 SH   SOLE N/A 50,000 0 0
OLD NATL BANCORP IND COM 680033107   4,144,000 160,000 SH   SOLE N/A 160,000 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   1,487,256 13,799 SH   SOLE N/A 13,799 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   3,233,400 30,000 SH Put SOLE N/A 30,000 0 0
RITHM CAPITAL CORP COM NEW 64828T201   5,544,410 590,459 SH   SOLE N/A 590,459 0 0
RITHM CAPITAL CORP COM NEW 64828T201   6,103,500 650,000 SH Put SOLE N/A 650,000 0 0
S&P GLOBAL INC COM 78409V104   2,997,434 7,360 SH   SOLE N/A 7,360 0 0
S&P GLOBAL INC COM 78409V104   3,258,080 8,000 SH Put SOLE N/A 8,000 0 0
SCHWAB CHARLES CORP COM 808513105   1,790,684 19,407 SH   SOLE N/A 19,407 0 0
SCHWAB CHARLES CORP COM 808513105   2,768,100 30,000 SH Put SOLE N/A 30,000 0 0
SOUTHSIDE BANCSHARES INC COM 84470P109   527,850 15,000 SH   SOLE N/A 15,000 0 0
SOUTHSTATE BK CORP COM 84472E102   5,494,500 55,000 SH   SOLE N/A 55,000 0 0
SPDR SERIES TRUST ST STR SP INS 78464A789   4,976,784 81,600 SH   SOLE N/A 81,600 0 0
TOWNEBANK PORTSMOUTH VA COM 89214P109   1,812,000 50,000 SH   SOLE N/A 50,000 0 0
UMB FINL CORP COM 902788108   3,569,000 25,000 SH   SOLE N/A 25,000 0 0
US BANCORP COM NEW 902973304   4,530,000 75,000 SH Put SOLE N/A 75,000 0 0
VISA INC COM CL A 92826C839   548,944 1,600 SH   SOLE N/A 1,600 0 0
VISA INC COM CL A 92826C839   3,430,900 10,000 SH Put SOLE N/A 10,000 0 0
MGIC INVT CORP WIS COM 552848103   141,000 5,000 SH   SOLE N/A 5,000 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   217,344,555 1,021,500 SH Put SOLE N/A 1,021,500 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   7,364,000 10,000 SH Put SOLE N/A 10,000 0 0
ISHARES TR U.S. REAL ES ETF 464287739   8,180,000 80,000 SH Call SOLE N/A 80,000 0 0
SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605   10,722,000 200,000 SH Call SOLE N/A 200,000 0 0
SPDR SERIES TRUST ST STR SP INS 78464A789   8,233,650 135,000 SH Put SOLE N/A 135,000 0 0
SPDR SERIES TRUST ST STR SP REGBNK 78464A698   14,970,000 200,000 SH Put SOLE N/A 200,000 0 0
FORBRIGHT INC CL A COM 34520K105   23,502,632 1,284,999 SH   SOLE N/A 1,284,999 0 0