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
AMERICAS CAR-MART INC COM 03062T105 5,650 66,567 SH   SOLE   66,567 0 0
CITIGROUP INC COM NEW 172967424 9,393 217,880 SH   SOLE   217,880 0 0
EVERCORE INC CLASS A 29977A105 27,231 415,997 SH   SOLE   415,997 0 0
FIRST FNDTN INC COM 32026V104 13,742 1,051,394 SH   SOLE   1,051,394 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 66,826 332,519 SH   SOLE   332,519 0 0
HILLTOP HOLDINGS INC COM 432748101 27,759 1,348,857 SH   SOLE   1,348,857 0 0
INTERNATIONAL BANCSHARES COR COM 459044103 5,831 223,740 SH   SOLE   223,740 0 0
NEWTEK BUSINESS SVCS CORP COM NEW 652526203 3,458 186,214 SH   SOLE   186,214 0 0
STERLING BANCORP DEL COM 85917A100 13,699 1,302,213 SH   SOLE   1,302,213 0 0
ASSETMARK FINL HLDGS INC COM 04546L106 10,074 463,397 SH   SOLE   463,397 0 0
WELLS FARGO CO NEW COM 949746101 7,606 323,540 SH   SOLE   323,540 0 0
CADENCE BANCORPORATION CL A 12739A100 20,161 2,346,999 SH   SOLE   2,346,999 0 0
ALLY FINL INC COM 02005N100 37,128 1,480,979 SH   SOLE   1,480,979 0 0
PAYPAL HLDGS INC COM 70450Y103 83,777 425,197 SH   SOLE   425,197 0 0
TEXAS CAP BANCSHARES INC COM 88224Q107 14,870 477,688 SH   SOLE   477,688 0 0
TRUIST FINL CORP COM 89832Q109 22,899 601,822 SH   SOLE   601,822 0 0
ONEMAIN HLDGS INC COM 68268W103 13,138 420,404 SH   SOLE   420,404 0 0
SYNCHRONY FINANCIAL COM 87165B103 1,771 67,684 SH   SOLE   67,684 0 0
COMERICA INC COM 200340107 13,925 364,040 SH   SOLE   364,040 0 0
CANNAE HLDGS INC COM 13765N107 36,045 967,400 SH   SOLE   967,400 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 12,980 597,596 SH   SOLE   597,596 0 0
ZILLOW GROUP INC CL A 98954M101 6,172 60,781 SH   SOLE   60,781 0 0
FRANKLIN RESOURCES INC COM 354613101 25,143 1,235,538 SH   SOLE   1,235,538 0 0
BRIGHTSPHERE INVT GROUP INC COM 10948W103 10,961 849,655 SH   SOLE   849,655 0 0
COSTAR GROUP INC COM 22160N109 6,086 7,173 SH   SOLE   7,173 0 0
CARVANA CO CL A 146869102 5,758 25,812 SH   SOLE   25,812 0 0
ESSENT GROUP LTD COM G3198U102 2,859 77,243 SH   SOLE   77,243 0 0
FISERV INC COM 337738108 64,170 622,707 SH   SOLE   622,707 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 41,280 1,318,442 SH   SOLE   1,318,442 0 0
PENN NATL GAMING INC COM 707569109 3,805 52,333 SH   SOLE   52,333 0 0
RADIAN GROUP INC COM 750236101 4,738 324,275 SH   SOLE   324,275 0 0
FRONT YD RESIDENTIAL CORP COM 35904G107 1,315 150,514 SH   SOLE   150,514 0 0
B. RILEY FINANCIAL INC COM 05580M108 6,354 253,542 SH   SOLE   253,542 0 0
REPAY HLDGS CORP COM CL A 76029L100 16,288 693,113 SH   SOLE   693,113 0 0
STIFEL FINL CORP COM 860630102 10,683 211,291 SH   SOLE   211,291 0 0
TREBIA ACQUISITION CORP UNIT 99/99/9999 G9027T125 5,619 520,287 SH   SOLE   520,287 0 0
FOLEY TRASIMENE ACQUISTN COR UNIT 99/99/9999 34431F203 13,197 1,168,891 SH   SOLE   1,168,891 0 0
NCINO INC COM 63947U107 6,306 79,145 SH   SOLE   79,145 0 0
EVERTEC INC COM 30040P103 8,991 259,033 SH   SOLE   259,033 0 0
CIT GROUP INC COM NEW 125581801 6,250 352,882 SH   SOLE   352,882 0 0
FOLEY TRASIMENE ACQUISITION UNIT 99/99/9999 344328208 22,765 2,231,888 SH   SOLE   2,231,888 0 0
REALPAGE INC COM 75606N109 8,683 150,650 SH   SOLE   150,650 0 0
SPDR SER TR S&P REGL BKG 78464A698 3,050 85,477 SH   SOLE   85,477 0 0
CITIGROUP INC COM NEW 172967424 4,742 110,000 SH Call SOLE   110,000 0 0
STEWART INFORMATION SVCS COR COM 860372101 8,814 201,560 SH   SOLE   201,560 0 0
STONECO LTD COM CL A G85158106 18,598 351,631 SH   SOLE   351,631 0 0
SPDR SER TR S&P REGL BKG 78464A698 5,887 165,000 SH Call SOLE   165,000 0 0
WELLS FARGO CO NEW COM 949746101 28,212 1,200,000 SH Call SOLE   1,200,000 0 0