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
DEUTSCHE BANK COM D18190898 3,895 505,214 SH   SOLE   505,214 0 0
MARKETAXESS HLDGS INC COM 57060D108 3,214 10,000 SH Put SOLE   0 0 0
AGNC INVT CORP COM 00123Q104 5,282 314,027 SH   SOLE   314,027 0 0
AMERIS BANCORP COM 03076K108 509 13,000 SH   SOLE   13,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 763 8,411 SH   SOLE   8,411 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 31,228 1,381,168 SH   SOLE   1,381,168 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 2,713 120,000 SH Call SOLE   0 0 0
CHESAPEAKE ENERGY CORP COM 165167CY1 5,613 7,000,000 PRN   SOLE   7,000,000 0 0
CITIGROUP INC COM NEW 172967424 19,735 281,811 SH   SOLE   281,811 0 0
CITIZENS FINL GROUP INC COM 174610105 17,690 500,295 SH   SOLE   500,295 0 0
COMERICA INC COM 200340107 19,125 263,279 SH   SOLE   263,279 0 0
COMERICA INC COM 200340107 7,264 100,000 SH Call SOLE   0 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 892 20,000 SH   SOLE   20,000 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 4,460 100,000 SH Call SOLE   0 0 0
FACTSET RESH SYS INC COM 303075105 5,731 20,000 SH Put SOLE   0 0 0
FIFTH THIRD BANCORP COM 316773100 3,735 133,861 SH   SOLE   133,861 0 0
ANNALY CAP MGMT INC COM 035710409 8,501 931,078 SH   SOLE   931,078 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 24,534 715,280 SH   SOLE   715,280 0 0
HUNTINGTON BANCSHARES INC COM 446150104 4,757 344,212 SH   SOLE   344,212 0 0
ISHARES TR U.S. REAL ES ETF 464287739 5,239 60,000 SH Put SOLE   0 0 0
ISHARES TR MIN VOL USA ETF 46429B697 6,173 100,000 SH Put SOLE   0 0 0
KEYCORP NEW COM 493267108 11,330 638,318 SH   SOLE   638,318 0 0
KEYCORP NEW COM 493267108 3,195 180,000 SH Call SOLE   0 0 0
AXA EQUITABLE HLDGS INC COM 054561105 12,163 581,971 SH   SOLE   581,971 0 0
BANK AMER CORP COM 060505104 1,340 46,215 SH   SOLE   46,215 0 0
ONEMAIN HLDGS INC COM 68268W103 931 27,548 SH   SOLE   27,548 0 0
POPULAR INC COM NEW 733174700 3,555 65,544 SH   SOLE   65,544 0 0
PRUDENTIAL FINL INC COM 744320102 10,212 101,111 SH   SOLE   101,111 0 0
AFFILIATED MANAGERS GROUP INC COM 008252108 894 9,700 SH   SOLE   9,700 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,054 80,000 SH Put SOLE   0 0 0
SYNOVUS FINL CORP COM NEW 87161C501 19,832 566,640 SH   SOLE   566,640 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 5,845 100,000 SH Put SOLE   0 0 0
TWO HBRS INVT CORP COM NEW 90187B408 3,174 250,550 SH   SOLE   250,550 0 0
US BANCORP DEL COM NEW 902973304 5,240 100,000 SH Put SOLE   0 0 0
VOYA FINL INC COM 929089100 6,237 112,789 SH   SOLE   112,789 0 0
VOYA FINL INC COM 929089100 5,530 100,000 SH Call SOLE   0 0 0
WELLS FARGO CO NEW COM 949746101 19,382 409,591 SH   SOLE   409,591 0 0
WELLS FARGO CO NEW COM 949746101 10,884 230,000 SH Call SOLE   0 0 0
WESTERN ALLIANCE BANCORP COM 957638109 783 17,500 SH   SOLE   17,500 0 0
ATHENE HLDG LTD CL A G0684D107 20,357 472,763 SH   SOLE   472,763 0 0
LAZARD LTD SHS A G54050102 2,554 74,264 SH   SOLE   74,264 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 662 47,500 SH   SOLE   47,500 0 0