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
ACI WORLDWIDE INC COM 004498101   64,014,986 2,091,993 SH   SOLE   2,091,993 0 0
AMERIS BANCORP COM 03076K108   118,471,419 2,233,203 SH   SOLE   2,233,203 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102   55,727,742 4,497,800 SH   SOLE   4,497,800 0 0
BANK HAWAII CORP COM 062540109   22,855,913 315,428 SH   SOLE   315,428 0 0
BANK MARIN BANCORP COM 063425102   2,601,465 118,141 SH   SOLE   118,141 0 0
BRIGHTSPHERE INVT GROUP INC COM 10948W103   35,938,891 1,875,725 SH   SOLE   1,875,725 0 0
CBOE GLOBAL MKTS INC COM 12503M108   84,851,712 475,200 SH   SOLE   475,200 0 0
CENTRAL PAC FINL CORP COM NEW 154760409   985,515 50,077 SH   SOLE   50,077 0 0
CITIGROUP INC COM NEW 172967424   24,212,808 470,700 SH   SOLE   470,700 0 0
CNB FINL CORP PA COM 126128107   708,784 31,376 SH   SOLE   31,376 0 0
COMERICA INC COM 200340107   77,924,713 1,396,250 SH   SOLE   1,396,250 0 0
COMMERCE BANCSHARES INC COM 200525103   13,966,715 261,500 SH   SOLE   261,500 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   14,451,641 240,580 SH   SOLE   240,580 0 0
FIRST BANCSHARES INC MS COM 318916103   36,339,606 1,238,991 SH   SOLE   1,238,991 0 0
FIRST HORIZON CORPORATION COM 320517105   143,901,000 10,162,500 SH   SOLE   10,162,500 0 0
FIRST WESTN FINL INC COM 33751L105   8,794,427 443,491 SH   SOLE   443,491 0 0
GCM GROSVENOR INC COM CL A 36831E108   2,423,286 270,456 SH   SOLE   270,456 0 0
HILLTOP HOLDINGS INC COM 432748101   61,881,575 1,757,500 SH   SOLE   1,757,500 0 0
INTERNATIONAL BANCSHARES COR COM 459044103   64,165,500 1,181,250 SH   SOLE   1,181,250 0 0
MARQETA INC CLASS A COM 57142B104   8,944,207 1,281,405 SH   SOLE   1,281,405 0 0
NORTHERN TR CORP COM 665859104   25,154,269 298,107 SH   SOLE   298,107 0 0
PEAPACK-GLADSTONE FINL CORP COM 704699107   11,388,675 381,914 SH   SOLE   381,914 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   143,040,800 1,640,000 SH   SOLE   1,640,000 0 0
PIPER SANDLER COMPANIES COM 724078100   45,727,806 261,496 SH   SOLE   261,496 0 0
Q2 HLDGS INC COM 74736L109   72,711,750 1,675,000 SH   SOLE   1,675,000 0 0
SANDY SPRING BANCORP INC COM 800363103   15,480,519 568,301 SH   SOLE   568,301 0 0
SEACOAST BKG CORP FLA COM NEW 811707801   117,539,800 4,130,000 SH   SOLE   4,130,000 0 0
SHIFT4 PMTS INC CL A 82452J109   9,752,590 131,189 SH   SOLE   131,189 0 0
STIFEL FINL CORP COM 860630102   19,742,947 285,509 SH   SOLE   285,509 0 0
SYNOVUS FINL CORP COM NEW 87161C501   128,386,500 3,410,000 SH   SOLE   3,410,000 0 0
TEXAS CAP BANCSHARES INC COM 88224Q107   120,131,013 1,858,750 SH   SOLE   1,858,750 0 0
TRUIST FINL CORP COM 89832Q109   73,840,000 2,000,000 SH   SOLE   2,000,000 0 0
US BANCORP DEL COM NEW 902973304   15,147,784 349,995 SH   SOLE   349,995 0 0
VICTORY CAP HLDGS INC COM CL A 92645B103   4,541,775 131,875 SH   SOLE   131,875 0 0
WELLS FARGO CO NEW COM 949746101   64,970,400 1,320,000 SH   SOLE   1,320,000 0 0
WINTRUST FINL CORP COM 97650W108   6,492,500 70,000 SH   SOLE   70,000 0 0