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   52,184,980 2,252,265 SH   SOLE   2,252,265 0 0
AMERICAN NATL BANKSHARES INC COM 027745108   8,992,610 310,304 SH   SOLE   310,304 0 0
AMERIS BANCORP COM 03076K108   84,102,753 2,458,426 SH   SOLE   2,458,426 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102   28,460,714 2,741,880 SH   SOLE   2,741,880 0 0
BANK NEW YORK MELLON CORP COM 064058100   42,210,748 948,130 SH   SOLE   948,130 0 0
BRIGHTSPHERE INVT GROUP INC COM 10948W103   34,950,529 1,668,283 SH   SOLE   1,668,283 0 0
CADENCE BANK COM 12740C103   28,963,226 1,474,706 SH   SOLE   1,474,706 0 0
CBOE GLOBAL MKTS INC COM 12503M108   101,144,769 732,880 SH   SOLE   732,880 0 0
CNB FINL CORP PA COM 126128107   1,397,615 79,185 SH   SOLE   79,185 0 0
COLUMBIA BKG SYS INC COM 197236102   6,236,100 307,500 SH   SOLE   307,500 0 0
COMERICA INC COM 200340107   85,318,547 2,014,130 SH   SOLE   2,014,130 0 0
CVB FINL CORP COM 126600105   9,447,830 711,433 SH   SOLE   711,433 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   11,774,175 215,250 SH   SOLE   215,250 0 0
FIRST BANCSHARES INC MS COM 318916103   28,368,082 1,097,836 SH   SOLE   1,097,836 0 0
FIRST HORIZON CORPORATION COM 320517105   42,163,888 3,741,250 SH   SOLE   3,741,250 0 0
FIRST WESTN FINL INC COM 33751L105   8,429,260 453,186 SH   SOLE   453,186 0 0
GCM GROSVENOR INC COM CL A 36831E108   3,323,119 440,732 SH   SOLE   440,732 0 0
GLOBAL PMTS INC COM 37940X102   20,702,008 210,130 SH   SOLE   210,130 0 0
HILLTOP HOLDINGS INC COM 432748101   54,076,877 1,718,909 SH   SOLE   1,718,909 0 0
INTERNATIONAL BANCSHARES COR COM 459044103   71,164,740 1,610,062 SH   SOLE   1,610,062 0 0
KEYCORP COM 493267108   13,259,400 1,435,000 SH   SOLE   1,435,000 0 0
NCR CORP NEW COM 62886E108   1,008,000 40,000 SH   SOLE   40,000 0 0
PEAPACK-GLADSTONE FINL CORP COM 704699107   7,646,146 282,354 SH   SOLE   282,354 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   44,500,558 785,535 SH   SOLE   785,535 0 0
PIPER SANDLER COMPANIES COM 724078100   13,007,563 100,631 SH   SOLE   100,631 0 0
PNC FINL SVCS GROUP INC COM 693475105   61,322,536 486,880 SH   SOLE   486,880 0 0
Q2 HLDGS INC COM 74736L109   52,770,186 1,707,773 SH   SOLE   1,707,773 0 0
REPAY HLDGS CORP COM CL A 76029L100   1,553,073 198,349 SH   SOLE   198,349 0 0
SCHWAB CHARLES CORP COM 808513105   31,372,380 553,500 SH   SOLE   553,500 0 0
SEACOAST BKG CORP FLA COM NEW 811707801   86,751,119 3,925,390 SH   SOLE   3,925,390 0 0
STIFEL FINL CORP COM 860630102   4,595,783 77,020 SH   SOLE   77,020 0 0
SYNOVUS FINL CORP COM NEW 87161C501   88,833,058 2,936,630 SH   SOLE   2,936,630 0 0
TEXAS CAP BANCSHARES INC COM 88224Q107   37,479,125 727,750 SH   SOLE   727,750 0 0
VICTORY CAP HLDGS INC COM CL A 92645B103   4,756,106 150,796 SH   SOLE   150,796 0 0
WELLS FARGO CO NEW COM 949746101   69,995,200 1,640,000 SH   SOLE   1,640,000 0 0
WINTRUST FINL CORP COM 97650W108   58,594,536 806,865 SH   SOLE   806,865 0 0