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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AXOS FINANCIAL INC COM 05465C100   8,344,687 218,333 SH   SOLE   218,333 0 0
BANK AMERICA CORP COM 060505104   13,780,536 416,079 SH   SOLE   416,079 0 0
BUSINESS FIRST BANCSHARES INC COM 12326C105   1,811,982 81,842 SH   SOLE   81,842 0 0
CADENCE BANK COM 12740C103   21,688,519 879,502 SH   SOLE   879,502 0 0
CAMBRIDGE BANCORP COM 132152109   8,517,637 102,548 SH   SOLE   102,548 0 0
CAPITAL BANCORP INC MD COM 139737100   6,104,252 259,314 SH   SOLE   259,314 0 0
CAPITAL CITY BK GROUP INC COM 139674105   3,242,363 99,765 SH   SOLE   99,765 0 0
CITIZENS FINL GROUP INC COM 174610105   11,946,275 303,436 SH   SOLE   303,436 0 0
CNB FINL CORP PA COM 126128107   5,716,214 240,278 SH   SOLE   240,278 0 0
COLONY BANKCORP INC COM 19623P101   1,173,698 92,490 SH   SOLE   92,490 0 0
COLUMBIA BKG SYS INC COM 197236102   12,141,607 402,974 SH   SOLE   402,974 0 0
COMERICA INC COM 200340107   9,277,109 138,775 SH   SOLE   138,775 0 0
EAST WEST BANCORP INC COM 27579R104   18,943,944 287,465 SH   SOLE   287,465 0 0
F N B CORP COM 302520101   13,197,348 1,011,291 SH   SOLE   1,011,291 0 0
FIRST BANCORP P R COM NEW 318672706   11,260,558 885,264 SH   SOLE   885,264 0 0
FIRST BANCSHARES INC MS COM 318916103   12,779,864 399,246 SH   SOLE   399,246 0 0
FIRST INTERNET BANCORP COM 320557101   9,684,831 398,881 SH   SOLE   398,881 0 0
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201   13,667,993 353,635 SH   SOLE   353,635 0 0
HANCOCK WHITNEY CORPORATION COM 410120109   28,467,160 588,286 SH   SOLE   588,286 0 0
HANMI FINL CORP COM NEW 410495204   11,237,317 454,033 SH   SOLE   454,033 0 0
HERITAGE COMM CORP COM 426927109   10,320,141 793,857 SH   SOLE   793,857 0 0
HERITAGE FINL CORP WASH COM 42722X106   9,709,448 316,888 SH   SOLE   316,888 0 0
INVESTAR HLDG CORP COM 46134L105   8,665,545 402,487 SH   SOLE   402,487 0 0
KEYCORP COM 493267108   8,117,720 466,000 SH   SOLE   466,000 0 0
LAKELAND BANCORP INC COM 511637100   3,501,026 198,809 SH   SOLE   198,809 0 0
MERCANTILE BK CORP COM 587376104   9,943,828 297,008 SH   SOLE   297,008 0 0
OFG BANCORP COM 67103X102   9,673,284 350,990 SH   SOLE   350,990 0 0
OLD NATL BANCORP IND COM 680033107   7,947,160 442,000 SH   SOLE   442,000 0 0
OLD SECOND BANCORP INC ILL COM 680277100   15,666,894 976,739 SH   SOLE   976,739 0 0
OP BANCORP COM 67109R109   6,699,571 600,320 SH   SOLE   600,320 0 0
PACIFIC PREMIER BANCORP COM 69478X105   16,256,114 515,086 SH   SOLE   515,086 0 0
PACWEST BANCORP DEL COM 695263103   23,387,588 1,019,067 SH   SOLE   1,019,067 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104   10,616,429 144,638 SH   SOLE   144,638 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404   21,295,578 285,387 SH   SOLE   285,387 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   25,746,564 1,194,182 SH   SOLE   1,194,182 0 0
RENASANT CORP COM 75970E107   10,340,520 275,087 SH   SOLE   275,087 0 0
SOUTHSTATE CORPORATION COM 840441109   12,133,604 158,900 SH   SOLE   158,900 0 0
STELLAR BANCORP INC COM 858927106   16,075,703 545,679 SH   SOLE   545,679 0 0
SVB FINANCIAL GROUP COM 78486Q101   3,791,557 16,475 SH   SOLE   16,475 0 0
SYNOVUS FINL CORP COM NEW 87161C501   16,081,388 428,266 SH   SOLE   428,266 0 0
TRUIST FINL CORP COM 89832Q109   10,886,590 253,000 SH   SOLE   253,000 0 0
US BANCORP DEL COM NEW 902973304   8,503,950 195,000 SH   SOLE   195,000 0 0
WEBSTER FINL CORP COM 947890109   12,781,800 270,000 SH   SOLE   270,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109   28,616,078 480,458 SH   SOLE   480,458 0 0
WINTRUST FINL CORP COM 97650W108   12,936,631 153,060 SH   SOLE   153,060 0 0
ZIONS BANCORPORATION N A COM 989701107   13,500,762 274,629 SH   SOLE   274,629 0 0