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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLEGIANCE BANCSHARES INC COM 01748H107 2,978 68,700 SH   SOLE   68,700 0 0
AMERICAN EXPRESS CO COM 025816109 19,334 197,281 SH   SOLE   197,281 0 0
AMERIPRISE FINL INC COM 03076C106 14,408 103,000 SH   SOLE   103,000 0 0
ASSOCIATED BANC CORP COM 045487105 15,948 584,193 SH   SOLE   584,193 0 0
ATLANTIC CAP BANCSHARES INC COM 048269203 2,500 127,239 SH   SOLE   127,239 0 0
BANK OF MARIN BANCORP COM 063425102 3,848 47,600 SH   SOLE   47,600 0 0
B RILEY FINL INC COM 05580M108 1,454 64,458 SH   SOLE   64,458 0 0
CIT GROUP INC COM NEW 125581801 9,734 193,092 SH   SOLE   193,092 0 0
COMERICA INC COM 200340107 21,413 235,515 SH   SOLE   235,515 0 0
CURO GROUP HLDGS CORP COM 23131L107 5,828 233,600 SH   SOLE   233,600 0 0
EZCORP INC CL A NON VTG 302301106 6,667 553,291 SH   SOLE   553,291 0 0
FIRST BUSEY CORP COM NEW 319383204 9,321 293,848 SH   SOLE   293,848 0 0
FIRST FNDTN INC COM 32026V104 3,411 184,005 SH   SOLE   184,005 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 5,821 124,773 SH   SOLE   124,773 0 0
IBERIABANK CORP COM 450828108 1,398 18,439 SH   SOLE   18,439 0 0
INTERNATIONAL BANCSHARES COR COM 459044103 16,601 387,883 SH   SOLE   387,883 0 0
KEYCORP NEW COM 493267108 14,315 732,587 SH   SOLE   732,587 0 0
LEGG MASON INC COM 524901105 33,206 956,115 SH   SOLE   956,115 0 0
LPL FINL HLDGS INC COM 50212V100 44,480 678,676 SH   SOLE   678,676 0 0
MASTERCARD INCORPORATED CL A 57636Q104 51,458 261,845 SH   SOLE   261,845 0 0
M & T BK CORP COM 55261F104 23,718 139,395 SH   SOLE   139,395 0 0
NORTHSTAR REALTY EUROPE CORP COM 66706L101 2,334 161,051 SH   SOLE   161,051 0 0
ON DECK CAP INC COM 682163100 1,842 263,130 SH   SOLE   263,130 0 0
ORIGIN BANCORP INC COM 68621T102 5,454 133,226 SH   SOLE   133,226 0 0
REGIONS FINL CORP NEW COM 7591EP100 1,015 57,106 SH   SOLE   57,106 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 1,911 100,104 SH   SOLE   100,104 0 0
SEACOAST BKG CORP FLA COM NEW 811707801 4,692 148,580 SH   SOLE   148,580 0 0
STERLING BANCORP DEL COM 85917A100 37,935 1,614,237 SH   SOLE   1,614,237 0 0
SVB FINL GROUP COM 78486Q101 63,063 218,392 SH   SOLE   218,392 0 0
TCF FINL CORP COM 872275102 56,700 2,302,997 SH   SOLE   2,302,997 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 14,268 155,936 SH   SOLE   155,936 0 0
TOWNEBANK PORTSMOUTH VA COM 89214P109 4,186 130,400 SH   SOLE   130,400 0 0
TRIUMPH BANCORP INC COM 89679E300 3,773 92,600 SH   SOLE   92,600 0 0
VIRTUS INVT PARTNERS INC COM 92828Q109 3,892 30,417 SH   SOLE   30,417 0 0
WELLS FARGO CO NEW COM 949746101 77,978 1,406,538 SH   SOLE   1,406,538 0 0
WINTRUST FINL CORP COM 97650W108 47,179 541,975 SH   SOLE   541,975 0 0