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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 2,426 100,000 SH   SOLE   100,000 0 0
ATLANTIC COAST FINL COM 048426100 8,939 1,014,694 SH   SOLE   1,014,694 0 0
BANC OF CALIFORNIA COM 05990K106 70,586 3,401,719 SH   SOLE   3,401,719 0 0
BANK AMER COM 060505104 1,052 41,500 SH   SOLE   41,500 0 0
BANKFINANCIAL COM 06643P104 25,903 1,630,170 SH   SOLE   1,630,170 0 0
BCB BANCORP COM 055298103 1,565 112,216 SH   SOLE   112,216 0 0
CAPITAL ONE FINL COM 14040H105 2,794 33,000 SH   SOLE   33,000 0 0
CAPITAL ONE FINL *W EXP 11/14/2018 14040H139 5,064 118,800 SH   SOLE   118,800 0 0
CIT GROUP COM NEW 125581801 4,905 100,000 SH   SOLE   100,000 0 0
CITIGROUP COM 172967424 6,915 95,068 SH   SOLE   95,068 0 0
CITIZENS FINL GROUP COM 174610105 6,949 183,500 SH   SOLE   183,500 0 0
COMERICA COM 200340107 20,972 275,000 SH   SOLE   275,000 0 0
ENTERPRISE FINL SVCS COM 293712105 22,642 534,646 SH   SOLE   534,646 0 0
FIRST BUS FINL SVCS WIS COM 319390100 2,295 100,865 SH   SOLE   100,865 0 0
FIRST MERCHANTS COM 320817109 34,831 811,333 SH   SOLE   811,333 0 0
FNB PA COM 302520101 14,833 1,057,232 SH   SOLE   1,057,232 0 0
HORIZON BANCORP IND COM 440407104 25,936 889,142 SH   SOLE   889,142 0 0
INDEPENDENT BANK MICH COM 453838609 23,805 1,050,985 SH   SOLE   1,050,985 0 0
INVESTORS BANCORP COM 46146L101 1,405 103,000 SH   SOLE   103,000 0 0
JPMORGAN CHASE & CO COM 46625H100 5,302 55,510 SH   SOLE   55,510 0 0
JPMORGAN CHASE & CO *W EXP 10/28/2018 46634E114 4,352 80,500 SH   SOLE   80,500 0 0
MAGYAR BANCORP COM 55977T109 6,613 539,833 SH   SOLE   539,833 0 0
MAINSOURCE FINANCIAL GP COM 56062Y102 8,306 231,616 SH   SOLE   231,616 0 0
MUTUALFIRST FINL COM 62845B104 27,521 715,773 SH   SOLE   715,773 0 0
OLD POINT FINL COM 680194107 9,997 308,562 SH   SOLE   308,562 0 0
PEOPLES BANCORP COM 709789101 18,984 565,179 SH   SOLE   565,179 0 0
PNC FINL SVCS GROUP COM 693475105 3,369 25,000 SH   SOLE   25,000 0 0
PNC FINL SVCS GROUP *W EXP 12/31/2018 693475121 5,628 83,545 SH   SOLE   83,545 0 0
PORTER BANCORP COM NEW 736233206 183 15,500 SH   SOLE   15,500 0 0
SOUTHERN NATL BANCORP OF VA IN COM 843395104 2,011 118,385 SH   SOLE   118,385 0 0
SUSSEX BANCORP COM 869245100 2,438 102,882 SH   SOLE   102,882 0 0
UNITED FINL BANCORP COM 910304104 10,945 598,410 SH   SOLE   598,410 0 0