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 4,079 150,231 SH   SOLE   150,231 0 0
ARES CAP COM 04010L103 5,555 350,000 SH   SOLE   350,000 0 0
ATLANTIC COAST FINL COM 048426100 10,451 1,014,694 SH   SOLE   1,014,694 0 0
BANC OF CALIFORNIA COM 05990K106 65,653 3,401,719 SH   SOLE   3,401,719 0 0
BANK AMER COM 060505104 1,245 41,500 SH   SOLE   41,500 0 0
BANKFINANCIAL COM 06643P104 27,680 1,630,170 SH   SOLE   1,630,170 0 0
BCB BANCORP COM 055298103 2,382 152,216 SH   SOLE   152,216 0 0
CAPITAL ONE FINL COM 14040H105 3,162 33,000 SH   SOLE   33,000 0 0
CAPITAL ONE FINL WT EXP 111418 *W EXP 11/14/2018 14040H139 6,380 118,800 SH   SOLE   118,800 0 0
CIT GROUP COM 125581801 5,150 100,000 SH   SOLE   100,000 0 0
CITIGROUP COM 172967424 6,417 95,068 SH   SOLE   95,068 0 0
CITIZENS FINL GROUP COM 174610105 7,703 183,500 SH   SOLE   183,500 0 0
COMERICA COM 200340107 4,988 52,000 SH   SOLE   52,000 0 0
ENTERPRISE FINL SVCS COM 293712105 25,075 534,646 SH   SOLE   534,646 0 0
FIRST BUS FINL SVCS WIS COM 319390100 2,538 100,865 SH   SOLE   100,865 0 0
FIRST MERCHANTS COM 320817109 33,833 811,333 SH   SOLE   811,333 0 0
FNB PA COM 302520101 15,565 1,157,232 SH   SOLE   1,157,232 0 0
HORIZON BANCORP IND COM 440407104 26,683 889,142 SH   SOLE   889,142 0 0
HUNTINGTON BANCSHARES COM 446150104 2,265 150,000 SH   SOLE   150,000 0 0
INDEPENDENT BANK MICH COM 453838609 24,068 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 WT EXP 102818 *W EXP 10/28/2018 46634E114 4,591 66,010 SH   SOLE   66,010 0 0
MAGYAR BANCORP COM 55977T109 6,883 539,833 SH   SOLE   539,833 0 0
MAINSOURCE FINANCIAL GP COM 56062Y102 9,415 231,616 SH   SOLE   231,616 0 0
MUTUALFIRST FINL COM 62845B104 25,947 715,773 SH   SOLE   715,773 0 0
OLD POINT FINL COM 680194107 8,140 308,562 SH   SOLE   308,562 0 0
PEOPLES BANCORP COM 709789101 7,233 204,024 SH   SOLE   204,024 0 0
PNC FINL SVCS GROUP WT EXP 123118 *W EXP 12/31/2018 693475121 4,045 48,145 SH   SOLE   48,145 0 0
PORTER BANCORP COM 736233206 212 15,500 SH   SOLE   15,500 0 0
SOUTHERN NATL BANCORP OF VA IN COM 843395104 1,875 118,385 SH   SOLE   118,385 0 0
SUSSEX BANCORP COM 869245100 3,128 102,882 SH   SOLE   102,882 0 0
SYNCHRONY FINL COM 87165B103 3,353 100,000 SH   SOLE   100,000 0 0