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 8,217 470,899 SH   SOLE   470,899 0 0
AMERICAN EXPRESS CO COM 025816109 11,821 95,766 SH   SOLE   95,766 0 0
AMERICAS CAR MART INC COM 03062T105 5,096 59,200 SH   SOLE   59,200 0 0
AMERIPRISE FINL INC COM 03076C106 29,306 201,891 SH   SOLE   201,891 0 0
ATHENE HLDG LTD CL A G0684D107 19,702 457,557 SH   SOLE   457,557 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 8,927 149,651 SH   SOLE   149,651 0 0
BANK7 CORP COM 06652N107 3,006 162,563 SH   SOLE   162,563 0 0
CAPITAL ONE FINL CORP COM 14040H105 39,300 433,104 SH   SOLE   433,104 0 0
CAPITOL FED FINL INC COM 14057J101 5,750 417,584 SH   SOLE   417,584 0 0
ENOVA INTL INC COM 29357K103 5,968 258,900 SH   SOLE   258,900 0 0
EVERCORE INC CLASS A 29977A105 35,955 405,950 SH   SOLE   405,950 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 8,832 71,992 SH   SOLE   71,992 0 0
FIRST BANCORP P R COM NEW 318672706 8,276 749,600 SH   SOLE   749,600 0 0
FIRST FNDTN INC COM 32026V104 9,775 727,318 SH   SOLE   727,318 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 35,914 175,534 SH   SOLE   175,534 0 0
INTERNATIONAL BANCSHARES COR COM 459044103 2,502 66,339 SH   SOLE   66,339 0 0
INVESTORS BANCORP INC NEW COM 46146L101 21,524 1,930,425 SH   SOLE   1,930,425 0 0
KB HOME COM 48666K109 3,062 119,022 SH   SOLE   119,022 0 0
KEYCORP NEW COM 493267108 47,738 2,689,481 SH   SOLE   2,689,481 0 0
LPL FINL HLDGS INC COM 50212V100 52,549 644,218 SH   SOLE   644,218 0 0
MASTERCARD INC CL A 57636Q104 9,164 34,642 SH   SOLE   34,642 0 0
NORTHERN TR CORP COM 665859104 24,017 266,852 SH   SOLE   266,852 0 0
PACWEST BANCORP DEL COM 695263103 15,774 406,222 SH   SOLE   406,222 0 0
REGIONS FINL CORP NEW COM 7591EP100 25,587 1,712,665 SH   SOLE   1,712,665 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 48,714 2,033,122 SH   SOLE   2,033,122 0 0
SOUTH PLAINS FINANCIAL INC COM 83946P107 825 50,000 SH   SOLE   50,000 0 0
STATE STR CORP COM 857477103 18,165 324,029 SH   SOLE   324,029 0 0
STERLING BANCORP DEL COM 85917A100 48,230 2,266,444 SH   SOLE   2,266,444 0 0
SYNCHRONY FINL COM 87165B103 21,613 623,392 SH   SOLE   623,392 0 0
SYNOVUS FINL CORP COM NEW 87161C501 55,490 1,585,428 SH   SOLE   1,585,428 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 13,222 215,449 SH   SOLE   215,449 0 0
TOTAL SYS SVCS INC COM 891906109 11,911 92,861 SH   SOLE   92,861 0 0
TRADEWEB MKTS INC CL A 892672106 21,278 485,696 SH   SOLE   485,696 0 0
VICTORY CAP HLDGS INC COM CL A 92645B103 21,977 1,279,224 SH   SOLE   1,279,224 0 0
WINTRUST FINL CORP COM 97650W108 30,621 418,546 SH   SOLE   418,546 0 0