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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
BANKFINANCIAL CORP COM 06643P104   5,643,750 645,000 SH   SOLE   645,000 0 0
BERKSHIRE HILLS BANCORP INC COM 084680107   5,432,507 216,780 SH   SOLE   216,780 0 0
CF BANKSHARES INC COM 12520L109   1,703,735 87,371 SH   SOLE   87,371 0 0
CITIZENS FINL GROUP INC COM 174610105   8,366,935 275,500 SH   SOLE   275,500 0 0
FIFTH THIRD BANCORP COM 316773100   3,998,584 150,097 SH   SOLE   150,097 0 0
FIRST BANCSHARES INC MS COM 318916103   6,859,828 265,576 SH   SOLE   265,576 0 0
FIRST CMNTY CORP S C COM 319835104   3,642,480 182,124 SH   SOLE   182,124 0 0
FIRST FINANCIAL NORTHWEST IN COM 32022K102   3,388,187 265,324 SH   SOLE   265,324 0 0
FIRST FNDTN INC COM 32026V104   7,848,337 1,053,468 SH   SOLE   1,053,468 0 0
FIRST SVGS FINL GROUP INC COM 33621E109   1,483,611 92,207 SH   SOLE   92,207 0 0
KEYCORP COM 493267108   4,382,000 350,000 SH   SOLE   350,000 0 0
LINKBANCORP INC COM 53578P105   2,945,440 449,000 SH   SOLE   449,000 0 0
MERIDIAN CORPORATION COM 58958P104   8,206,355 651,298 SH   SOLE   651,298 0 0
MIDDLEFIELD BANC CORP COM NEW 596304204   1,254,484 44,779 SH   SOLE   44,779 0 0
PEAPACK-GLADSTONE FINL CORP COM 704699107   10,002,022 337,678 SH   SOLE   337,678 0 0
PEOPLES BANCORP N C INC COM 710577107   9,556,448 300,801 SH   SOLE   300,801 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   5,712,768 307,800 SH   SOLE   307,800 0 0
SB FINL GROUP INC COM 78408D105   4,985,276 352,815 SH   SOLE   352,815 0 0
SOUTHERN STS BANCSHARES INC COM 843878307   19,131,488 848,403 SH   SOLE   848,403 0 0
TEXAS CAP BANCSHARES INC COM 88224Q107   12,999,027 265,503 SH   SOLE   265,503 0 0
UNITED SEC BANCSHARES CALIF COM 911460103   5,949,293 932,491 SH   SOLE   932,491 0 0
US BANCORP DEL COM NEW 902973304   6,128,500 170,000 SH   SOLE   170,000 0 0
VIRGINIA NATL BANKSHARES COR COM 928031103   4,637,150 128,953 SH   SOLE   128,953 0 0
WESTERN NEW ENG BANCORP INC COM 958892101   9,536,531 1,161,575 SH   SOLE   1,161,575 0 0
WINTRUST FINL CORP COM 97650W108   11,031,572 151,221 SH   SOLE   151,221 0 0
ZIONS BANCORPORATION N A COM 989701107   5,820,098 194,457 SH   SOLE   194,457 0 0