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

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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
BANKFINANCIAL CORP COM 06643P104   5,559,900 645,000 SH   SOLE   645,000 0 0
BERKSHIRE HILLS BANCORP INC COM 084680107   4,346,439 216,780 SH   SOLE   216,780 0 0
CF BANKSHARES INC COM 12520L109   1,463,464 87,371 SH   SOLE   87,371 0 0
CITIZENS FINANCIAL GROUP COM 174610105   7,383,400 275,500 SH   SOLE   275,500 0 0
FIFTH THIRD BANCORP COM 316773100   3,801,957 150,097 SH   SOLE   150,097 0 0
FIRST BANCSHARES INC/MS COM 318916103   7,162,585 265,576 SH   SOLE   265,576 0 0
FIRST COMMUNITY CORP COM 319835104   3,145,281 182,124 SH   SOLE   182,124 0 0
FIRST COMMUNITY CORP COM 319835104   1,849,582 107,098 SH   SOLE   107,098 0 0
FIRST FINANCIAL NORTHWEST COM 32022K102   6,017,819 473,099 SH   SOLE   473,099 0 0
FIRST FOUNDATION INC COM 32026V104   8,186,611 1,346,482 SH   SOLE   1,346,482 0 0
FIRST SAVINGS FINANCIAL GRP COM 33621E109   1,357,767 92,207 SH   SOLE   92,207 0 0
HAWTHORN BANCSHARES INC COM 420476103   805,025 49,540 SH   SOLE   49,540 0 0
KEYCORP COM 493267108   4,547,574 422,637 SH   SOLE   422,637 0 0
LINKBANCORP INC COM 53578P105   3,075,650 449,000 SH   SOLE   449,000 0 0
MERIDIAN CORP COM 58958P104   6,379,464 651,298 SH   SOLE   651,298 0 0
PEAPACK GLADSTONE FINL CORP COM 704699107   9,675,590 377,216 SH   SOLE   377,216 0 0
PEOPLES BANCORP OF NC COM 710577107   5,010,835 227,817 SH   SOLE   227,817 0 0
PEOPLES BANCORP OF NC COM 710577107   1,605,283 72,984 SH   SOLE   72,984 0 0
REGIONS FINANCIAL CORP COM 7591EP100   5,473,229 318,211 SH   SOLE   318,211 0 0
SB FINANCIAL GROUP INC COM 78408D105   3,701,201 274,163 SH   SOLE   274,163 0 0
SB FINANCIAL GROUP INC COM 78408D105   1,061,802 78,652 SH   SOLE   78,652 0 0
SOUTHERN STATES BANCSHARES COM 843878307   5,611,424 248,403 SH   SOLE   248,403 0 0
SOUTHERN STATES BANCSHARES COM 843878307   13,554,000 600,000 SH   SOLE   600,000 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107   15,638,127 265,503 SH   SOLE   265,503 0 0
US BANCORP COM NEW 902973304   7,881,173 238,390 SH   SOLE   238,390 0 0
VIRGINIA NATIONAL BANKSHARES COM 928031103   3,913,724 128,953 SH   SOLE   128,953 0 0
WESTERN NEW ENGLAND BANCORP COM 958892101   5,617,517 865,565 SH   SOLE   865,565 0 0
WESTERN NEW ENGLAND BANCORP COM 958892101   1,921,105 296,010 SH   SOLE   296,010 0 0
WINTRUST FINANCIAL CORP COM 97650W108   6,167,444 81,688 SH   SOLE   81,688 0 0
WINTRUST FINANCIAL CORP COM 97650W108   5,249,742 69,533 SH   SOLE   69,533 0 0
ZIONS BANCORP NA COM 989701107   7,371,629 211,282 SH   SOLE   211,282 0 0