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
ALLIANCE DATA SYSTEMS CORP COM 018581108 62,852 560,180 SH   SOLE   560,180 0 0
AMALGAMATED BK NEW YORK N Y CLASS A 022663108 9,159 470,899 SH   SOLE   470,899 0 0
AMERICAN EXPRESS CO COM 025816109 46,576 374,133 SH   SOLE   374,133 0 0
AMERICAS CAR MART INC COM 03062T105 8,947 81,589 SH   SOLE   81,589 0 0
ATHENE HLDG LTD CL A G0684D107 11,704 248,868 SH   SOLE   248,868 0 0
BANK7 CORP COM 06652N107 3,082 162,563 SH   SOLE   162,563 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 46,206 971,541 SH   SOLE   971,541 0 0
FIRST FNDTN INC COM 32026V104 15,708 902,731 SH   SOLE   902,731 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 9,335 40,600 SH   SOLE   40,600 0 0
INDEPENDENT BK GROUP INC COM 45384B106 11,255 203,014 SH   SOLE   203,014 0 0
INTERNATIONAL BANCSHARES COR COM 459044103 15,599 362,186 SH   SOLE   362,186 0 0
LPL FINL HLDGS INC COM 50212V100 43,245 468,782 SH   SOLE   468,782 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 6,226 266,396 SH   SOLE   266,396 0 0
SOUTH PLAINS FINANCIAL INC COM 83946P107 1,044 50,000 SH   SOLE   50,000 0 0
STATE STR CORP COM 857477103 45,140 570,675 SH   SOLE   570,675 0 0
TRADEWEB MKTS INC CL A 892672106 10,480 226,114 SH   SOLE   226,114 0 0
CAPSTEAD MTG CORP COM NO PAR 14067E506 3,789 478,383 SH   SOLE   478,383 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 12,691 92,901 SH   SOLE   92,901 0 0
BLUCORA INC COM 095229100 5,939 227,205 SH   SOLE   227,205 0 0
TCF FINANCIAL CORPORATION NE COM 872307103 10,937 233,701 SH   SOLE   233,701 0 0
ASSETMARK FINL HLDGS INC COM 04546L106 17,886 616,321 SH   SOLE   616,321 0 0
WELLS FARGO CO NEW COM 949746101 34,428 639,927 SH   SOLE   639,927 0 0
CADENCE BANCORPORATION CL A 12739A100 19,222 1,060,218 SH   SOLE   1,060,218 0 0
NORTHERN TR CORP COM 665859104 12,392 116,641 SH   SOLE   116,641 0 0
FIFTH THIRD BANCORP COM 316773100 13,278 431,934 SH   SOLE   431,934 0 0
QUINSTREET INC COM 74874Q100 3,636 237,501 SH   SOLE   237,501 0 0
PAYPAL HLDGS INC COM 70450Y103 9,291 85,891 SH   SOLE   85,891 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 8,025 141,363 SH   SOLE   141,363 0 0
WEBSTER FINL CORP CONN COM 947890109 33,571 629,139 SH   SOLE   629,139 0 0
WESTERN ALLIANCE BANCORP COM 957638109 15,326 268,884 SH   SOLE   268,884 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 32,551 717,461 SH   SOLE   717,461 0 0
KEYCORP NEW COM 493267108 25,015 1,235,935 SH   SOLE   1,235,935 0 0
ONEMAIN HLDGS INC COM 68268W103 17,750 421,107 SH   SOLE   421,107 0 0
METROCITY BANKSHARES INC COM 59165J105 5,253 300,000 SH   SOLE   300,000 0 0
SYNCHRONY FINL COM 87165B103 15,337 425,916 SH   SOLE   425,916 0 0
CAMBRIDGE BANCORP COM 132152109 1,603 20,000 SH   SOLE   20,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 18,358 364,746 SH   SOLE   364,746 0 0
SVB FINL GROUP COM 78486Q101 41,561 165,555 SH   SOLE   165,555 0 0