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
AMALGAMATED BK NEW YORK N Y CLASS A 022663108 7,192 459,557 SH   SOLE   459,557 0 0
AMERICAS CAR MART INC COM 03062T105 4,093 44,806 SH   SOLE   44,806 0 0
ATHENE HLDG LTD CL A G0684D107 7,178 175,938 SH   SOLE   175,938 0 0
BANK7 CORP COM 06652N107 2,824 162,563 SH   SOLE   162,563 0 0
BANKUNITED INC COM 06652K103 8,524 255,200 SH   SOLE   255,200 0 0
BERKSHIRE HILLS BANCORP INC COM 084680107 1,196 43,906 SH   SOLE   43,906 0 0
CADENCE BANCORPORATION CL A 12739A100 10,853 585,049 SH   SOLE   585,049 0 0
CAPITAL ONE FINL CORP COM 14040H105 16,654 203,865 SH   SOLE   203,865 0 0
CAPITOL FED FINL INC COM 14057J101 4,876 365,262 SH   SOLE   365,262 0 0
CIT GROUP INC COM NEW 125581801 20,705 431,620 SH   SOLE   431,620 0 0
CITIGROUP INC COM NEW 172967424 36,186 581,584 SH   SOLE   581,584 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 38,537 830,010 SH   SOLE   830,010 0 0
ENOVA INTL INC COM 29357K103 1,548 67,826 SH   SOLE   67,826 0 0
EZCORP INC CL A NON VTG 302301106 5,922 635,434 SH   SOLE   635,434 0 0
FIRST BANCORP P R COM NEW 318672706 8,374 730,700 SH   SOLE   730,700 0 0
FIRST FNDTN INC COM 32026V104 8,683 639,881 SH   SOLE   639,881 0 0
FLAGSTAR BANCORP INC COM PAR .001 337930705 3,483 105,793 SH   SOLE   105,793 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 8,998 46,865 SH   SOLE   46,865 0 0
INTERNATIONAL BANCSHARES COR COM 459044103 12,393 325,876 SH   SOLE   325,876 0 0
JPMORGAN CHASE & CO COM 46625H100 16,416 162,168 SH   SOLE   162,168 0 0
LPL FINL HLDGS INC COM 50212V100 29,945 429,934 SH   SOLE   429,934 0 0
MORGAN STANLEY COM NEW 617446448 62,666 1,484,971 SH   SOLE   1,484,971 0 0
NAVIENT CORPORATION COM 63938C108 2,281 197,111 SH   SOLE   197,111 0 0
PACWEST BANCORP DEL COM 695263103 8,015 213,100 SH   SOLE   213,100 0 0
REGIONS FINL CORP NEW COM 7591EP100 30,145 2,130,411 SH   SOLE   2,130,411 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 39,353 1,862,406 SH   SOLE   1,862,406 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 35,419 276,556 SH   SOLE   276,556 0 0
STERLING BANCORP DEL COM 85917A100 48,361 2,595,881 SH   SOLE   2,595,881 0 0
STIFEL FINL CORP COM 860630102 15,751 298,548 SH   SOLE   298,548 0 0
SYNCHRONY FINL COM 87165B103 32,890 1,031,043 SH   SOLE   1,031,043 0 0
SYNOVUS FINL CORP COM NEW 87161C501 54,956 1,599,405 SH   SOLE   1,599,405 0 0
VICTORY CAP HLDGS INC COM CL A 92645B103 19,214 1,279,224 SH   SOLE   1,279,224 0 0
WASHINGTON FED INC COM 938824109 775 26,819 SH   SOLE   26,819 0 0
WISDOMTREE INVTS INC COM 97717P104 6,954 984,926 SH   SOLE   984,926 0 0