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
ALLY FINL COM 02005N100 2,033 100,000 SH   SOLE   100,000 0 0
ATLANTIC COAST FINL COM 048426100 7,694 1,009,662 SH   SOLE   1,009,662 0 0
BANC OF CALIFORNIA COM 05990K106 70,416 3,401,719 SH   SOLE   3,401,719 0 0
BANK AMER COM 060505104 979 41,500 SH   SOLE   41,500 0 0
BANKFINANCIAL COM 06643P104 23,670 1,630,170 SH   SOLE   1,630,170 0 0
BCB BANCORP COM 055298103 3,019 181,316 SH   SOLE   181,316 0 0
CAPITAL ONE FINL COM 14040H105 2,860 33,000 SH   SOLE   33,000 0 0
CAPITAL ONE FINL *W EXP 11/14/2018 14040H139 5,322 118,800 SH   SOLE   118,800 0 0
CIT GROUP COM NEW 125581801 4,293 100,000 SH   SOLE   100,000 0 0
CITIGROUP COM 172967424 5,687 95,068 SH   SOLE   95,068 0 0
CITIZENS FINL GROUP COM 174610105 6,340 183,500 SH   SOLE   183,500 0 0
COMERICA COM 200340107 18,860 275,000 SH   SOLE   275,000 0 0
COMERICA *W EXP 11/14/2018 200340115 3,763 95,826 SH   SOLE   95,826 0 0
EASTERN VA BANKSHARES COM 277196101 2,336 222,928 SH   SOLE   222,928 0 0
ENTERPRISE FINL SVCS COM 293712105 22,669 534,646 SH   SOLE   534,646 0 0
FIRST MERCHANTS COM 320817109 31,902 811,333 SH   SOLE   811,333 0 0
FNB PA COM 302520101 14,234 957,232 SH   SOLE   957,232 0 0
HORIZON BANCORP IND COM 440407104 23,313 889,142 SH   SOLE   889,142 0 0
INDEPENDENT BANK MICH COM 453838609 21,755 1,050,985 SH   SOLE   1,050,985 0 0
JPMORGAN CHASE & CO COM 46625H100 4,876 55,510 SH   SOLE   55,510 0 0
JPMORGAN CHASE & CO *W EXP 10/28/2018 46634E114 5,117 110,500 SH   SOLE   110,500 0 0
MAGYAR BANCORP COM 55977T109 7,018 539,833 SH   SOLE   539,833 0 0
MAINSOURCE FINANCIAL GP COM 56062Y102 7,627 231,616 SH   SOLE   231,616 0 0
MIDWESTONE FINL GROUP COM 598511103 1,128 32,884 SH   SOLE   32,884 0 0
MUTUALFIRST FINL COM 62845B104 22,583 715,773 SH   SOLE   715,773 0 0
OLD POINT FINL COM 680194107 9,303 308,562 SH   SOLE   308,562 0 0
PEOPLES BANCORP COM 709789101 25,582 808,021 SH   SOLE   808,021 0 0
PNC FINL SVCS GROUP COM 693475105 3,006 25,000 SH   SOLE   25,000 0 0
PNC FINL SVCS GROUP *W EXP 12/31/2018 693475121 4,944 93,545 SH   SOLE   93,545 0 0
RIVERVIEW BANCORP COM 769397100 5,109 714,530 SH   SOLE   714,530 0 0
SUSSEX BANCORP COM 869245100 2,521 102,882 SH   SOLE   102,882 0 0
UNITED FINL BANCORP COM 910304104 17,012 1,000,128 SH   SOLE   1,000,128 0 0