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
ATLANTIC COAST FINL COM 048426100 6,031 1,008,451 SH   SOLE   1,008,451 0 0
BANC OF CALIFORNIA COM 05990K106 42,841 2,366,919 SH   SOLE   2,366,919 0 0
BANK AMER COM 060505104 1,878 141,500 SH   SOLE   141,500 0 0
BANKFINANCIAL COM 06643P104 19,546 1,630,170 SH   SOLE   1,630,170 0 0
BCB BANCORP COM 055298103 1,983 193,616 SH   SOLE   193,616 0 0
CAPITAL ONE FINL COM 14040H105 2,096 33,000 SH   SOLE   33,000 0 0
CAPITAL ONE FINL *W EXP 11/14/2018 14040H139 2,355 98,800 SH   SOLE   98,800 0 0
CITIGROUP COM 172967424 4,030 95,068 SH   SOLE   95,068 0 0
CITIZENS FINL GROUP COM 174610105 3,666 183,500 SH   SOLE   183,500 0 0
COASTWAY BANCORP COM 190632109 1,060 85,137 SH   SOLE   85,137 0 0
COMERICA COM 200340107 11,311 275,000 SH   SOLE   275,000 0 0
COMERICA *W EXP 11/14/2018 200340115 1,246 95,826 SH   SOLE   95,826 0 0
EASTERN VA BANKSHARES COM 277196101 2,438 322,928 SH   SOLE   322,928 0 0
ENTERPRISE FINL SVCS COM 293712105 21,483 770,282 SH   SOLE   770,282 0 0
FIRST MERCHANTS COM 320817109 20,227 811,333 SH   SOLE   811,333 0 0
FIRST NORTHWEST BANCORP COM 335834107 317 24,900 SH   SOLE   24,900 0 0
FNB PA COM 302520101 35,923 2,864,653 SH   SOLE   2,864,653 0 0
HORIZON BANCORP IND COM 440407104 14,395 572,592 SH   SOLE   572,592 0 0
INDEPENDENT BANK MICH COM 453838609 15,250 1,050,985 SH   SOLE   1,050,985 0 0
JPMORGAN CHASE & CO COM 46625H100 3,449 55,510 SH   SOLE   55,510 0 0
JPMORGAN CHASE & CO *W EXP 10/28/2018 46634E114 2,238 110,500 SH   SOLE   110,500 0 0
LAPORTE BANCORP MD COM 516651106 1,055 64,593 SH   SOLE   64,593 0 0
MAGYAR BANCORP COM 55977T109 5,344 539,833 SH   SOLE   539,833 0 0
MAINSOURCE FINANCIAL GP COM 56062Y102 5,107 231,616 SH   SOLE   231,616 0 0
MSB FINL COM 55352L101 3,359 243,579 SH   SOLE   243,579 0 0
MUTUALFIRST FINL COM 62845B104 19,254 703,973 SH   SOLE   703,973 0 0
OLD POINT FINL COM 680194107 5,805 302,662 SH   SOLE   302,662 0 0
PEAPACK-GLADSTONE FINL COM 704699107 689 37,232 SH   SOLE   37,232 0 0
PEOPLES BANCORP COM 709789101 17,437 800,219 SH   SOLE   800,219 0 0
PNC FINL SVCS GROUP COM 693475105 2,035 25,000 SH   SOLE   25,000 0 0
PNC FINL SVCS GROUP *W EXP 12/31/2018 693475121 1,194 68,545 SH   SOLE   68,545 0 0
RIVERVIEW BANCORP COM 769397100 3,385 715,630 SH   SOLE   715,630 0 0
SUSSEX BANCORP COM 869245100 1,375 102,882 SH   SOLE   102,882 0 0
TOWNEBANK PORTSMOUTH VA COM 89214P109 176 8,133 SH   SOLE   8,133 0 0
UNITED FINL BANCORP COM 910304104 12,982 1,000,128 SH   SOLE   1,000,128 0 0
YOUR CMNTY BANKSHARES COM 98779U106 632 17,000 SH   SOLE   17,000 0 0