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
ALLEGIANCE BANCSHARES INC COM 01748H107 6,671 177,192 SH   SOLE NONE 177,192 0 0
BANC OF CALIFORNIA INC COM 05990K106 1,232 59,662 SH   SOLE NONE 59,662 0 0
BANKUNITED INC COM 06652K103 1,243 30,532 SH   SOLE NONE 30,532 0 0
BANNER CORP COM NEW 06652V208 807 14,645 SH   SOLE NONE 14,645 0 0
BYLINE BANCORP INC COM 124411109 15,689 683,021 SH   SOLE NONE 683,021 0 0
CBTX INC COM 12481V104 3,292 111,000 SH   SOLE NONE 111,000 0 0
CONNECTONE BANCORP INC NEW COM 20786W107 13,742 533,684 SH   SOLE NONE 533,684 0 0
ENTERPRISE FINL SVCS CORP COM 293712105 16,636 368,459 SH   SOLE NONE 368,459 0 0
EQUITY BANCSHARES INC COM CL A 29460X109 8,973 253,405 SH   SOLE NONE 253,405 0 0
FIRST BANCSHARES INC MS COM 318916103 1,300 37,999 SH   SOLE NONE 37,999 0 0
FIRST MIDWEST BANCORP DEL COM 320867104 22,837 951,148 SH   SOLE NONE 951,148 0 0
GUARANTY BANCSHARES INC TEX COM 400764106 2,851 93,004 SH   SOLE NONE 93,004 0 0
HAWTHORN BANCSHARES INC COM 420476103 4,849 233,687 SH   SOLE NONE 233,687 0 0
INVESTAR HLDG CORP COM 46134L105 1,548 64,237 SH   SOLE NONE 64,237 0 0
JPMORGAN CHASE & CO COM 46625H100 268 2,508 SH   SOLE NONE 2,508 0 0
LUTHER BURBANK CORP COM 550550107 6,622 550,000 SH   SOLE NONE 550,000 0 0
MERCHANTS BANCORP IND COM 58844R108 4,846 246,220 SH   SOLE NONE 246,220 0 0
MIDLAND STS BANCORP INC ILL COM 597742105 28,153 866,792 SH   SOLE NONE 866,792 0 0
MVB FINANCIAL CORP COM 553810102 5,926 294,848 SH   SOLE NONE 294,848 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 4,154 319,084 SH   SOLE NONE 319,084 0 0
OCEANFIRST FINL CORP COM 675234108 1,110 42,274 SH   SOLE NONE 42,274 0 0
OLD LINE BANCSHARES INC COM 67984M100 10,588 359,639 SH   SOLE NONE 359,639 0 0
OPUS BK IRVINE CALIF COM 684000102 6,270 229,667 SH   SOLE NONE 229,667 0 0
ORRSTOWN FINL SVCS INC COM 687380105 5,004 198,183 SH   SOLE NONE 198,183 0 0
PACIFIC MERCANTILE BANCORP COM 694552100 17,425 1,991,432 SH   SOLE NONE 1,991,432 0 0
PACWEST BANCORP DEL COM 695263103 1,888 37,452 SH   SOLE NONE 37,452 0 0
PNC FINL SVCS GROUP INC COM 693475105 118 816 SH   SOLE NONE 816 0 0
QCR HOLDINGS INC COM 74727A104 1,273 29,714 SH   SOLE NONE 29,714 0 0
RBB BANCORP COM 74930B105 3,422 125,025 SH   SOLE NONE 125,025 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 11,792 85,907 SH   SOLE NONE 85,907 0 0
SIMMONS 1ST NATL CORP CL A $1 PAR 828730200 5,744 100,595 SH   SOLE NONE 100,595 0 0
SUN BANCORP INC COM NEW 86663B201 6,327 260,363 SH   SOLE NONE 260,363 0 0
SUNTRUST BKS INC COM 867914103 1,199 18,556 SH   SOLE NONE 18,556 0 0
UNIVEST CORP PA COM 915271100 5,024 179,101 SH   SOLE NONE 179,101 0 0
VERITEX HLDGS INC COM 923451108 17,885 648,229 SH   SOLE NONE 648,229 0 0