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 4,245 101,800 SH   SOLE   101,800 0 0
AMALGAMATED BK NEW YORK N Y CLASS A 022663108 5,737 297,397 SH   SOLE   297,397 0 0
ATLANTIC CAP BANCSHARES INC COM 048269203 2,131 127,239 SH   SOLE   127,239 0 0
B RILEY FINL INC COM 05580M108 734 32,400 SH   SOLE   32,400 0 0
BANCORPSOUTH BK TUPELO MISS COM 05971J102 20,918 639,693 SH   SOLE   639,693 0 0
BANK OF MARIN BANCORP COM 063425102 3,994 47,600 SH   SOLE   47,600 0 0
BANK7 CORP COM 06652N107 2,497 129,700 SH   SOLE   129,700 0 0
CAPITAL ONE FINL CORP COM 14040H105 54,040 569,259 SH   SOLE   569,259 0 0
SCHWAB CHARLES CORP NEW COM 808513105 19,259 391,835 SH   SOLE   391,835 0 0
CITIGROUP INC COM NEW 172967424 81,876 1,141,294 SH   SOLE   1,141,294 0 0
CURO GROUP HLDGS CORP COM 23131L107 6,445 213,200 SH   SOLE   213,200 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 13,085 770,176 SH   SOLE   770,176 0 0
DISCOVER FINL SVCS COM 254709108 17,484 228,693 SH   SOLE   228,693 0 0
EZCORP INC CL A NON VTG 302301106 6,257 584,791 SH   SOLE   584,791 0 0
FIRST FNDTN INC COM 32026V104 9,995 639,881 SH   SOLE   639,881 0 0
FOCUS FINL PARTNERS INC COM CL A 34417P100 40,208 847,200 SH   SOLE   847,200 0 0
FULTON FINL CORP PA COM 360271100 15,777 947,588 SH   SOLE   947,588 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 15,123 318,047 SH   SOLE   318,047 0 0
IBERIABANK CORP COM 450828108 26,218 322,285 SH   SOLE   322,285 0 0
INTERNATIONAL BANCSHARES COR COM 459044103 21,437 476,383 SH   SOLE   476,383 0 0
LPL FINL HLDGS INC COM 50212V100 38,828 601,889 SH   SOLE   601,889 0 0
M & T BK CORP COM 55261F104 21,913 133,178 SH   SOLE   133,178 0 0
MIDSOUTH BANCORP INC COM 598039105 15,378 998,597 SH   SOLE   998,597 0 0
MOELIS & CO CL A 60786M105 8,121 148,187 SH   SOLE   148,187 0 0
NORTHSTAR REALTY EUROPE CORP COM 66706L101 1,407 99,351 SH   SOLE   99,351 0 0
ORIGIN BANCORP INC COM 68621T102 5,253 139,526 SH   SOLE   139,526 0 0
SEACOAST BKG CORP FLA COM NEW 811707801 4,339 148,580 SH   SOLE   148,580 0 0
STERLING BANCORP DEL COM 85917A100 40,077 1,821,672 SH   SOLE   1,821,672 0 0
STIFEL FINL CORP COM 860630102 4,264 83,177 SH   SOLE   83,177 0 0
SVB FINL GROUP COM 78486Q101 83,610 268,989 SH   SOLE   268,989 0 0
SYNCHRONY FINL COM 87165B103 13,392 430,900 SH   SOLE   430,900 0 0
TCF FINL CORP COM 872275102 63,676 2,674,334 SH   SOLE   2,674,334 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 27,689 335,018 SH   SOLE   335,018 0 0
TOWNEBANK PORTSMOUTH VA COM 89214P109 4,023 130,400 SH   SOLE   130,400 0 0
VERITEX HLDGS INC COM 923451108 4,432 156,827 SH   SOLE   156,827 0 0
WINTRUST FINL CORP COM 97650W108 77,390 911,112 SH   SOLE   911,112 0 0