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
AMERANT BANCORP CL A ORD CL A 023576101 455 21,297 SH   SOLE NONE 20,297 0 1,000
AMERANT BANCORP CL B ORD CL B 023576200 1,516 77,596 SH   SOLE NONE 73,710 0 3,886
AMERIS BANCORP COM 03076K108 6,329 125,000 SH   SOLE NONE 125,000 0 0
BANC OF CALIFORNIA INCCOM COM 05990K106 2,893 164,935 SH   SOLE NONE 150,000 0 14,935
BANK OF N T BUTTERFIEL F SHS NEW G0772R208 1,772 50,000 SH   SOLE NONE 50,000 0 0
BK OF AMERICA CORP COM COM 060505104 2,061 50,000 SH   SOLE NONE 50,000 0 0
BUSINESS FIRST BANCSHARES INC COM 12326C105 3,057 133,170 SH   SOLE NONE 115,761 0 17,409
BYLINE BANCORP INC COM COM 124411109 10,749 475,000 SH   SOLE NONE 475,000 0 0
CADENCE BANCORPORATIONCL A CL A 12739A100 7,030 336,692 SH   SOLE NONE 321,573 0 15,119
CALIFORNIA BANCORP ORD COM 13005U101 307 16,408 SH   SOLE NONE 0 0 16,408
CAPITAL BANCORP ORD COM 139737100 254 12,424 SH   SOLE NONE 0 0 12,424
CAPSTAR FINL HLDGS INCCOM COM 14070T102 357 17,420 SH   SOLE NONE 0 0 17,420
CIT GROUP INC COM USD0.01 COM NEW 125581801 10,318 200,000 SH   SOLE NONE 200,000 0 0
CIVISTA BANCSHARES INC COM PAR COM NO PAR 178867107 2,652 120,000 SH   SOLE NONE 120,000 0 0
COASTAL FINL CORP WA COM NEW COM NEW 19046P209 471 16,481 SH   SOLE NONE 16,481 0 0
COMMUNITY BANKERS TR CORP COM COM 203612106 240 21,192 SH   SOLE NONE 0 0 21,192
COWEN GROUP INC CLASS A CL A NEW 223622606 8,210 200,000 SH   SOLE NONE 200,000 0 0
DIME COMMUNITY BANCSHARES ORD COM 25432X102 1,050 31,229 SH   SOLE NONE 26,019 0 5,210
ENTERPRISE FINL SVCS CORPCOM COM 293712105 2,783 60,000 SH   SOLE NONE 60,000 0 0
EQUITY BANCSHARES INC COM CL A COM CL A 29460X109 14,188 465,346 SH   SOLE NONE 450,000 0 15,346
EVERTEC INC USD0.01 COM 30040P103 2,837 65,000 SH   SOLE NONE 65,000 0 0
FB FINL CORP COM COM 30257X104 7,476 200,314 SH   SOLE NONE 198,195 0 2,119
FIRST BANCORP COM NEW 318672706 12,375 1,038,189 SH   SOLE NONE 996,573 0 41,616
FIRST BANCORP (NORTH CAROLINA) COM 318910106 5,114 125,000 SH   SOLE NONE 125,000 0 0
FIRST BANCSHARES INC MISS COM COM 318916103 13,314 355,697 SH   SOLE NONE 340,000 0 15,697
FIRST BUSEY CORP COM NEW COM NEW 319383204 2,343 95,000 SH   SOLE NONE 95,000 0 0
FIRST HORIZON CORPORATION COM COM 320517105 8,640 500,000 SH   SOLE NONE 500,000 0 0
FIRST WESTN FINL INC COM COM 33751L105 435 16,803 SH   SOLE NONE 0 0 16,803
FIVE STAR BANCORP ORD COM 33830T103 2,415 100,000 SH   SOLE NONE 100,000 0 0
FOLEY TRASIMENE ACQUISITION UN UNIT 99/99/9999 34431F203 1,470 140,000 SH   SOLE NONE 140,000 0 0
GLOBAL BLUE GROUP HOLD EQY WAR *W EXP 08/28/202 H33700115 385 260,042 SH   SOLE NONE 260,042 0 0
HOWARD BANCORP INC COM COM 442496105 8,472 525,246 SH   SOLE NONE 500,000 0 25,246
JEFFERIES FINL GROUP INCCOM COM 47233W109 3,420 100,000 SH   SOLE NONE 100,000 0 0
LIMESTONE BANCORP INC COM COM 53262L105 756 45,442 SH   SOLE NONE 0 0 45,442
LIVE OAK BANCSHARES INCCOM COM 53803X105 20,650 350,000 SH   SOLE NONE 350,000 0 0
MANNING &NAPIER INC CLA CL A 56382Q102 3,148 400,000 SH   SOLE NONE 400,000 0 0
MID PENN BANCORP INC COM COM 59540G107 3,562 129,764 SH   SOLE NONE 125,000 0 4,764
MVB FINANCIAL CORP COM COM 553810102 1,706 40,000 SH   SOLE NONE 40,000 0 0
NBT BANCORP INC COM COM 628778102 1,798 50,000 SH   SOLE NONE 50,000 0 0
NCR CORP COM 62886E108 2,280 50,000 SH   SOLE NONE 50,000 0 0
OCEANFIRST FINL CORP COM 675234108 4,692 225,147 SH   SOLE NONE 215,048 0 10,099
OLD SECOND BANCORP INCILL COM COM 680277100 1,860 150,000 SH   SOLE NONE 150,000 0 0
ORIGIN BANCORP INC COM COM 68621T102 9,780 230,343 SH   SOLE NONE 225,000 0 5,343
PACWEST BANCORP DEL COM COM 695263103 7,586 184,299 SH   SOLE NONE 184,299 0 0
PARTNERS BANCORP COM 70213Q108 98 12,193 SH   SOLE NONE 0 0 12,193
POPULAR INC COM NEW COM NEW 733174700 2,287 30,480 SH   SOLE NONE 25,000 0 5,480
PRIMIS FINANCIAL ORD COM 74167B109 5,659 370,872 SH   SOLE NONE 323,818 0 47,054
PROFESSIONAL HLDG CORP CL A CO CL A COM 743139107 306 16,978 SH   SOLE NONE 0 0 16,978
RELIANT BANCORP INC COM COM 75956B101 5,623 202,767 SH   SOLE NONE 176,655 0 26,112
RIVERVIEW BANCORP INC COM 769397100 524 73,940 SH   SOLE NONE 0 0 73,940
SEACOAST BANKING CORPORATIONOF COM NEW 811707801 1,366 40,000 SH   SOLE NONE 40,000 0 0
SELECT BANCORP INC NEW COM COM 81617L108 4,936 306,184 SH   SOLE NONE 263,204 0 42,980
SIGNATURE BK NEW YORKN Y COM COM 82669G104 3,685 15,000 SH   SOLE NONE 15,000 0 0
SILVERGATE CAP CORP CLA CL A 82837P408 6,504 57,394 SH   SOLE NONE 55,000 0 2,394
SOUTHERN FIRST BANCSHARES COM COM 842873101 590 11,528 SH   SOLE NONE 0 0 11,528
SPIRIT OF TEX BANCSHARES INC C COM 84861D103 11,502 503,604 SH   SOLE NONE 475,000 0 28,604
SYNOVUS FINANCIAL CORPCOM USD1 COM NEW 87161C501 1,097 25,000 SH   SOLE NONE 25,000 0 0
TRIUMPH BANCORP INC COM COM 89679E300 5,569 75,000 SH   SOLE NONE 75,000 0 0
VERITEX HLDGS INC COM COM 923451108 14,164 400,000 SH   SOLE NONE 400,000 0 0
WELLS FARGO CO NEW COM COM 949746101 4,529 100,000 SH   SOLE NONE 100,000 0 0
WESBANCO INC COM 950810101 3,563 100,000 SH   SOLE NONE 100,000 0 0
WINTRUST FINANCIAL CORP COM 97650W108 1,891 25,000 SH   SOLE NONE 25,000 0 0