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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1st Source Corp COM 336901103   1,327,250 25,000 SH   SOLE 0 25,000 0 0
Bancorp Inc COM 05969A105   9,417,504 331,836 SH   SOLE 0 331,836 0 0
Banner Corporation COM 06652V208   2,510,493 39,723 SH   SOLE 0 39,723 0 0
BancFirst Corp COM 05945F103   5,375,011 60,955 SH   SOLE 0 60,955 0 0
Business First Bancshares Inc COM 12326C105   2,059,020 42,600 SH   SOLE 0 42,600 0 0
Bridgewater Bancshares Inc. COM 108621103   3,896,715 219,657 SH   SOLE 0 219,657 0 0
First Buse Corp COM 319383204   1,545,618 62,525 SH   SOLE 0 62,525 0 0
Coastal Financial Corp COM 19046P209   3,075,066 64,711 SH   SOLE 0 64,711 0 0
Crossfirst Bankshares COM 22766M109   930,750 75,000 SH   SOLE 0 75,000 0 0
Central Pac Finl Corporation COM 154760409   1,622,400 80,000 SH   SOLE 0 80,000 0 0
CommerceWest Bank COM 20084T103   3,507,093 112,227 SH   SOLE 0 112,227 0 0
Connectone Bancorp Inc NEW COM 20786W107   665,775 27,500 SH   SOLE 0 27,500 0 0
Bridge Bancorp Inc COM 253922108   1,100,872 34,586 SH   SOLE 0 34,586 0 0
First Bus Finl Svcs Inc Wis COM 319390100   1,827,500 50,000 SH   SOLE 0 50,000 0 0
Farmers National Banc Corp COM 309627107   1,489,660 105,500 SH   SOLE 0 105,500 0 0
First Merchants Corp COM 320817109   1,449,127 35,250 SH   SOLE 0 35,250 0 0
Glacier Bancorp Inc NEW COM 37637Q105   434,895 8,800 SH   SOLE 0 8,800 0 0
German Amern Bancorp Inc COM 373865104   2,783,772 74,632 SH   SOLE 0 74,632 0 0
Horizon Bancorp Inc COM 440407104   1,734,200 115,000 SH   SOLE 0 115,000 0 0
Huntington Bancshares COM 446150104   1,410,000 100,000 SH   SOLE 0 100,000 0 0
Hancock Whitney Corp COM 410120109   2,782,425 57,500 SH   SOLE 0 57,500 0 0
Lakeland Bancorp Inc N.J. COM 511637100   1,851,814 105,157 SH   SOLE 0 105,157 0 0
Lakeland Finl Corp COM 511656100   6,172,824 84,594 SH   SOLE 0 84,594 0 0
Merchants Bancorp Ind COM 58844R108   880,432 36,202 SH   SOLE 0 36,202 0 0
Mercantile Bank Corp COM 587376104   1,674,000 50,000 SH   SOLE 0 50,000 0 0
Northeast Community Bancorp Inc COM 664112109   1,404,673 94,147 SH   SOLE 0 94,147 0 0
Meta Finl Group Inc COM 59100U108   3,481,883 80,880 SH   SOLE 0 80,880 0 0
Origin Bancorp COM 68621T102   1,798,300 49,000 SH   SOLE 0 49,000 0 0
Ocean First Financial COM 675234108   3,263,999 153,600 SH   SOLE 0 153,600 0 0
Pacific Premier Bancorp COM 69478X105   2,087,914 66,157 SH   SOLE 0 66,157 0 0
Regions Financial Corp COM 7591EP100   3,866,677 179,345 SH   SOLE 0 179,345 0 0
Sandy Spring Bancorp Inc COM 800363103   1,299,987 36,900 SH   SOLE 0 36,900 0 0
Seacost BKG Corporation COM 811707306   3,315,839 106,311 SH   SOLE 0 106,311 0 0
SVB Finacial Group COM 78486Q101   2,600,581 11,300 SH   SOLE 0 11,300 0 0
Signature Bank COM 82669G104   1,666,887 14,467 SH   SOLE 0 14,467 0 0
Stellar Bancorp COM 85856W105   957,450 32,500 SH   SOLE 0 32,500 0 0
Stock Yds Bancorp Inc COM 861025104   4,596,619 70,739 SH   SOLE 0 70,739 0 0
Triumph Bancorp Inc COM 89679e300   1,710,450 35,000 SH   SOLE 0 35,000 0 0
Trico Bancshares COM 896095106   956,062 18,750 SH   SOLE 0 18,750 0 0
Third Coast Bank COM 88422P109   939,930 51,000 SH   SOLE 0 51,000 0 0
TowneBank Portsmouth VA COM 89214P109   2,127,960 69,000 SH   SOLE 0 69,000 0 0
Versabank New COM 92512J106   1,929,515 256,414 SH   SOLE 0 256,414 0 0
Webster Fincl Corp COM 947890109   1,088,820 23,000 SH   SOLE 0 23,000 0 0
West Bancorporation Inc CAP STK 95123P106   2,119,755 82,965 SH   SOLE 0 82,965 0 0
Wintrust Finacial Corp COM 97650W108   6,577,599 77,823 SH   SOLE 0 77,823 0 0
Zions Bancorporation COM 989701107   2,267,750 46,130 SH   SOLE 0 46,130 0 0