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
AMERIS BANCORP COM 03076K108 3,626 105,550 SH   SOLE   105,550 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 23,233 822,406 SH   SOLE   822,406 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 5,650 200,000 SH Call SOLE   0 0 0
AXA EQUITABLE HLDGS INC COM 054561105 10,872 539,820 SH   SOLE   539,820 0 0
AXA EQUITABLE HLDGS INC COM 054561105 4,028 200,000 SH Call SOLE   0 0 0
BANK AMER CORP COM 060505104 5,848 211,976 SH   SOLE   211,976 0 0
BANKUNITED INC COM 06652K103 6,161 184,462 SH   SOLE   184,462 0 0
BANKUNITED INC COM 06652K103 5,010 150,000 SH Call SOLE   0 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,044 50,000 SH Put SOLE   0 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 23,846 681,894 SH   SOLE   681,894 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 6,557 187,500 SH Call SOLE   0 0 0
CAPITAL ONE FINL CORP COM 14040H105 1,104 13,511 SH   SOLE   13,511 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 30,845 1,687,368 SH   SOLE   1,687,368 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 3,656 200,000 SH Call SOLE   0 0 0
CITIGROUP INC COM NEW 172967424 16,729 268,861 SH   SOLE   268,861 0 0
CITIZENS FINL GROUP INC COM 174610105 23,559 724,901 SH   SOLE   724,901 0 0
CITIZENS FINL GROUP INC COM 174610105 4,875 150,000 SH Call SOLE   0 0 0
COMERICA INC COM 200340107 21,505 293,302 SH   SOLE   293,302 0 0
COMERICA INC COM 200340107 7,332 100,000 SH Call SOLE   0 0 0
FIFTH THIRD BANCORP COM 316773100 11,085 439,526 SH   SOLE   439,526 0 0
FIRST HORIZON NATL CORP COM 320517105 3,746 267,971 SH   SOLE   267,971 0 0
HUNTINGTON BANCSHARES INC COM 446150104 9,816 774,112 SH   SOLE   774,112 0 0
IBERIABANK CORP COM 450828108 904 12,605 SH   SOLE   12,605 0 0
ISHARES TR U.S. REAL ES ETF 464287739 21,760 250,000 SH Put SOLE   0 0 0
KEYCORP NEW COM 493267108 22,713 1,442,098 SH   SOLE   1,442,098 0 0
LEGG MASON INC COM 524901105 9,593 350,492 SH   SOLE   350,492 0 0
LINCOLN NATL CORP IND COM 534187109 10,428 177,642 SH   SOLE   177,642 0 0
M & T BK CORP COM 55261F104 817 5,200 SH   SOLE   5,200 0 0
MORGAN STANLEY COM NEW 617446448 1,021 24,200 SH   SOLE   24,200 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 3,471 300,000 SH Call SOLE   0 0 0
PACWEST BANCORP DEL COM 695263103 573 15,234 SH   SOLE   15,234 0 0
PRUDENTIAL FINL INC COM 744320102 22,298 242,681 SH   SOLE   242,681 0 0
PRUDENTIAL FINL INC COM 744320102 6,432 70,000 SH Call SOLE   0 0 0
REGIONS FINL CORP NEW COM 7591EP100 3,230 228,273 SH   SOLE   228,273 0 0
S&P GLOBAL INC COM 78409V104 10,527 50,000 SH Put SOLE   0 0 0
STERLING BANCORP DEL COM 85917A100 4,368 234,480 SH   SOLE   234,480 0 0
SYNOVUS FINL CORP COM NEW 87161C501 14,479 421,382 SH   SOLE   421,382 0 0
TESLA INC COM 88160R101 48,975 175,000 SH Put SOLE   0 0 0
VICTORY CAP HLDGS INC COM CL A 92645B103 4,177 278,085 SH   SOLE   278,085 0 0
VOYA FINL INC COM 929089100 7,403 148,169 SH   SOLE   148,169 0 0
VOYA FINL INC COM 929089100 15,987 320,000 SH Call SOLE   0 0 0
WELLS FARGO CO NEW COM 949746101 16,409 339,591 SH   SOLE   339,591 0 0
WELLS FARGO CO NEW COM 949746101 4,832 100,000 SH Call SOLE   0 0 0
ATHENE HLDG LTD CL A G0684D107 12,889 315,899 SH   SOLE   315,899 0 0
LAZARD LTD SHS A G54050102 4,510 124,804 SH   SOLE   124,804 0 0
CHESAPEAKE ENERGY CORP COM 165167CY1 6,480 7,000,000 PRN   SOLE   7,000,000 0 0
ENCORE CAPITAL COM 292554AH5 1,314 1,416,000 PRN   SOLE   1,416,000 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 1,671 101,818 SH   SOLE   1,671,000 0 0