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
ISHARES TR MSCI EMG MKT ETF 464287234 42,708 400,000 SH Put SOLE   0 0 0
AMERIPRISE FINL INC COM 03076C106 27,997 200,150 SH   SOLE   200,150 0 0
ARES MGMT LP COM SHS REG INT 04014Y101 3,990 192,750 SH   SOLE   192,750 0 0
BANKUNITED INC COM 06652K103 6,608 231,000 SH Call SOLE   0 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 71,419 2,220,037 SH   SOLE   2,220,037 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 6,537 304,400 SH Call SOLE   0 0 0
BRIGHTHOUSE FINL INC COM 10922N103 10,205 254,688 SH   SOLE   254,688 0 0
BRIGHTHOUSE FINL INC COM 10922N103 6,832 231,500 SH Call SOLE   0 0 0
CAPITAL ONE FINL CORP COM 14040H105 9,938 108,137 SH   SOLE   108,137 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 24,154 1,133,997 SH   SOLE   1,133,997 0 0
CITIGROUP INC COM NEW 172967424 24,768 370,109 SH   SOLE   370,109 0 0
CITIGROUP INC COM NEW 172967424 7,027 154,000 SH Call SOLE   0 0 0
COMERICA INC COM 200340107 34,149 375,590 SH   SOLE   375,590 0 0
COMERICA INC COM 200340107 27,810 463,500 SH Call SOLE   0 0 0
DISCOVER FINL SVCS COM 254709108 9,871 140,189 SH   SOLE   140,189 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 6,116 100,000 SH Put SOLE   0 0 0
FIFTH THIRD BANCORP COM 316773100 9,042 315,035 SH   SOLE   315,035 0 0
FIRST BANCORP P R COM NEW 318672706 6,321 826,316 SH   SOLE   826,316 0 0
FIRST HORIZON NATL CORP COM 320517105 3,026 169,609 SH   SOLE   169,609 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 4,043 27,000 SH Call SOLE   0 0 0
HUNTINGTON BANCSHARES INC COM 446150104 19,907 1,348,728 SH   SOLE   1,348,728 0 0
IBERIABANK CORP COM 450828108 3,320 43,800 SH   SOLE   43,800 0 0
ICICI BK LTD ADR 45104G104 14,403 1,793,659 SH   SOLE   1,793,659 0 0
INVESTORS BANCORP INC NEW COM 46146L101 16,100 1,258,797 SH   SOLE   1,258,797 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 31,249 975,000 SH Put SOLE   0 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 73,301 1,511,000 SH Put SOLE   0 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 38,591 0 SH Put SOLE   0 0 0
KEYCORP NEW COM 493267108 9,128 467,150 SH   SOLE   467,150 0 0
LEGG MASON INC COM 524901105 13,942 401,447 SH   SOLE   401,447 0 0
LINCOLN NATL CORP IND COM 534187109 43,413 697,393 SH   SOLE   697,393 0 0
MGIC INVT CORP WIS COM 552848103 12,513 1,167,247 SH   SOLE   1,167,247 0 0
METLIFE INC COM 59156R108 8,911 204,385 SH   SOLE   204,385 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 6,982 3,617,507 SH   SOLE   3,617,507 0 0
PACWEST BANCORP DEL COM 695263103 7,201 145,707 SH   SOLE   145,707 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 24,577 464,158 SH   SOLE   464,158 0 0
PRUDENTIAL FINL INC COM 744320102 68,265 730,030 SH   SOLE   730,030 0 0
PRUDENTIAL FINL INC COM 744320102 14,439 231,300 SH Call SOLE   0 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 12,485 277,500 SH Call SOLE   0 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 3,312 25,900 SH   SOLE   25,900 0 0
SQUARE INC CL A 852234103 6,248 46,000 SH Put SOLE   0 0 0
VOYA FINL INC COM 929089100 22,515 479,040 SH   SOLE   479,040 0 0
VOYA FINL INC COM 929089100 13,520 435,100 SH Call SOLE   0 0 0
WELLS FARGO CO NEW COM 949746101 40,551 731,431 SH   SOLE   731,431 0 0
WELLS FARGO CO NEW COM 949746101 6,364 154,000 SH Call SOLE   0 0 0
WELLS FARGO CO NEW *W EXP 10/28/201 949746804 73,463 58,350 SH   SOLE   58,350 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 2,214 163,000 SH   SOLE   163,000 0 0
ATHENE HLDG LTD CL A G0684D107 19,542 445,756 SH   SOLE   445,756 0 0
ATHENE HLDG LTD CL A G0684D107 4,630 155,000 SH Call SOLE   0 0 0
INVESCO LTD SHS G491BT108 20,653 777,597 SH   SOLE   777,597 0 0
INVESCO LTD SHS G491BT108 8,545 463,000 SH Call SOLE   0 0 0