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
ACI WORLDWIDE INC COM 004498101   111,139,310 2,141,000 SH   SOLE   2,141,000 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   5,064,219 27,386 SH   SOLE   27,386 0 0
ALKAMI TECHNOLOGY INC COM 01644J108   5,113,779 139,416 SH   SOLE   139,416 0 0
AMERICAS CAR-MART INC COM 03062T105   11,633,750 227,000 SH   SOLE   227,000 0 0
AMERIS BANCORP COM 03076K108   158,489,810 2,533,000 SH   SOLE   2,533,000 0 0
ATLANTIC UN BANKSHARES CORP COM 04911A107   78,941,882 2,083,999 SH   SOLE   2,083,999 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102   82,657,960 7,994,000 SH   SOLE   7,994,000 0 0
BANK HAWAII CORP COM 062540109   19,591,000 275,000 SH   SOLE   275,000 0 0
BANK MARIN BANCORP COM 063425102   11,194,624 470,956 SH   SOLE   470,956 0 0
BILL HOLDINGS INC COM 090043100   799,832 9,442 SH   SOLE   9,442 0 0
BRIGHTSPHERE INVT GROUP INC COM 10948W103   13,828,500 525,000 SH   SOLE   525,000 0 0
CENTRAL PAC FINL CORP COM NEW 154760409   5,477,610 188,558 SH   SOLE   188,558 0 0
CME GROUP INC COM 12572Q105   42,860,601 184,561 SH   SOLE   184,561 0 0
COMERICA INC COM 200340107   250,492,500 4,050,000 SH   SOLE   4,050,000 0 0
COMMERCE BANCSHARES INC COM 200525103   19,954,528 320,246 SH   SOLE   320,246 0 0
EAGLE BANCORP INC MD COM 268948106   25,186,446 967,593 SH   SOLE   967,593 0 0
FIRST FNDTN INC COM 32026V104   27,242,407 4,386,861 SH   SOLE   4,386,861 0 0
FIRST HORIZON CORPORATION COM 320517105   242,123,080 12,022,000 SH   SOLE   12,022,000 0 0
FIRST WESTN FINL INC COM 33751L105   6,107,870 312,423 SH   SOLE   312,423 0 0
FIRSTCASH HOLDINGS INC COM 33768G107   585,340 5,650 SH   SOLE   5,650 0 0
FIVE STAR BANCORP COM 33830T103   3,349,619 111,320 SH   SOLE   111,320 0 0
FLYWIRE CORPORATION COM VTG 302492103   33,794,407 1,638,914 SH   SOLE   1,638,914 0 0
GLOBAL PMTS INC COM 37940X102   98,836,808 881,999 SH   SOLE   881,999 0 0
HILLTOP HOLDINGS INC COM 432748101   5,685,202 198,575 SH   SOLE   198,575 0 0
I3 VERTICALS INC COM CL A 46571Y107   1,061,430 46,069 SH   SOLE   46,069 0 0
MARKETAXESS HLDGS INC COM 57060D108   61,328,721 271,318 SH   SOLE   271,318 0 0
MARQETA INC CLASS A COM 57142B104   29,512,726 7,786,999 SH   SOLE   7,786,999 0 0
MID PENN BANCORP INC COM 59540G107   2,336,040 81,000 SH   SOLE   81,000 0 0
NCR VOYIX CORPORATION COM 62886E108   5,552,608 401,200 SH   SOLE   401,200 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   221,916,600 1,940,000 SH   SOLE   1,940,000 0 0
PIPER SANDLER COMPANIES COM 724078100   25,600,133 85,348 SH   SOLE   85,348 0 0
PROSPERITY BANCSHARES INC COM 743606105   29,210,934 387,670 SH   SOLE   387,670 0 0
Q2 HLDGS INC COM 74736L109   78,526,023 780,189 SH   SOLE   780,189 0 0
REPAY HLDGS CORP COM CL A 76029L100   2,141,619 280,684 SH   SOLE   280,684 0 0
SCHWAB CHARLES CORP COM 808513105   27,753,676 374,999 SH   SOLE   374,999 0 0
SEACOAST BKG CORP FLA COM NEW 811707801   116,451,900 4,230,000 SH   SOLE   4,230,000 0 0
SHIFT4 PMTS INC CL A 82452J109   12,972,292 124,998 SH   SOLE   124,998 0 0
SYNOVUS FINL CORP COM NEW 87161C501   118,904,830 2,321,000 SH   SOLE   2,321,000 0 0
TEXAS CAP BANCSHARES INC COM 88224Q107   72,603,930 928,439 SH   SOLE   928,439 0 0
WELLS FARGO CO NEW COM 949746101   149,260,000 2,125,000 SH   SOLE   2,125,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109   12,531,000 150,000 SH   SOLE   150,000 0 0