The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 |
1ST CENTURY BANCSHARES INC | COM | 31943X102 | 1,486 | 201,751 | SH | SOLE | 0 | 201,751 | 0 | 0 | |
ACCESS NATIONAL CORP | COM | 004337101 | 1,453 | 89,513 | SH | SOLE | 0 | 89,513 | 0 | 0 | |
AMERICAN RIVER BANKSHARES | COM | 029326105 | 3,218 | 351,670 | SH | SOLE | 0 | 351,670 | 0 | 0 | |
ANIXTER INTERNATIONAL INC | COM | 035290105 | 25,837 | 304,537 | SH | SOLE | 0 | 304,537 | 0 | 0 | |
ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 1,965 | 35,081 | SH | SOLE | 0 | 35,081 | 0 | 0 | |
ASTORIA FINANCIAL CORP | COM | 046265104 | 14,549 | 1,174,223 | SH | SOLE | 0 | 1,174,223 | 0 | 0 | |
ATLANTIC COAST FINANCIAL CORP | COM | 048426100 | 6,252 | 1,532,310 | SH | SOLE | 0 | 1,532,310 | 0 | 0 | |
BANK MUTUAL CORP NEW | COM | 063750103 | 6,787 | 1,058,808 | SH | SOLE | 0 | 1,058,808 | 0 | 0 | |
BANK OF AMER CORP | COM | 060505104 | 34,158 | 2,003,386 | SH | SOLE | 0 | 2,003,386 | 0 | 0 | |
BANK OF MARIN BANCORP | COM | 063425102 | 8,786 | 191,465 | SH | SOLE | 0 | 191,465 | 0 | 0 | |
BANK OF NEW YORK | COM | 064058100 | 14,498 | 374,342 | SH | SOLE | 0 | 374,342 | 0 | 0 | |
BANKFINANCIAL CORP | COM | 06643P104 | 18,403 | 1,772,954 | SH | SOLE | 0 | 1,772,954 | 0 | 0 | |
BANNER CORP | COM NEW | 06652V208 | 3,210 | 83,439 | SH | SOLE | 0 | 83,439 | 0 | 0 | |
BEACON ROOFING SUPPLY INC | COM | 073685109 | 9,020 | 354,004 | SH | SOLE | 0 | 354,004 | 0 | 0 | |
BELDEN INC | COM | 077454106 | 39,248 | 613,054 | SH | SOLE | 0 | 613,054 | 0 | 0 | |
BLACKROCK INC | COM | 09247X101 | 2,296 | 6,994 | SH | SOLE | 0 | 6,994 | 0 | 0 | |
BRIDGE BANCORP INC | COM | 108035106 | 19,396 | 820,144 | SH | SOLE | 0 | 820,144 | 0 | 0 | |
BRIDGE CAPITAL HOLDINGS | COM | 108030107 | 15,527 | 682,808 | SH | SOLE | 0 | 682,808 | 0 | 0 | |
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 2,679 | 491,489 | SH | SOLE | 0 | 491,489 | 0 | 0 | |
CAMDEN NATIONAL CORP | COM | 133034108 | 6,630 | 189,422 | SH | SOLE | 0 | 189,422 | 0 | 0 | |
CAPITAL CITY BANK GROUP INC | COM | 139674105 | 11,563 | 853,956 | SH | SOLE | 0 | 853,956 | 0 | 0 | |
CARDINAL FINANCIAL CORP | COM | 14149F109 | 37,026 | 2,169,084 | SH | SOLE | 0 | 2,169,084 | 0 | 0 | |
CARLISLE COS INC | COM | 142339100 | 27,158 | 337,866 | SH | SOLE | 0 | 337,866 | 0 | 0 | |
CARNIVAL CORP | PAIRED CTF | 143658300 | 6,263 | 155,906 | SH | SOLE | 0 | 155,906 | 0 | 0 | |
CAROLINA BK HLDGS INC GREENS | COM | 143785103 | 2,698 | 272,514 | SH | SOLE | 0 | 272,514 | 0 | 0 | |
CASCADE BANCORP | COM NEW | 147154207 | 2,194 | 434,492 | SH | SOLE | 0 | 434,492 | 0 | 0 | |
CENTERSTATE BANKS INC | COM | 15201P109 | 31,477 | 3,041,266 | SH | SOLE | 0 | 3,041,266 | 0 | 0 | |
CENTRAL PACIFIC FINANCIAL CORP | COM | 154760409 | 19,954 | 1,112,872 | SH | SOLE | 0 | 1,112,872 | 0 | 0 | |
CENTRAL VALLEY COMMUNITY BANCORP | COM | 155685100 | 4,682 | 407,830 | SH | SOLE | 0 | 407,830 | 0 | 0 | |
CENTURY CMNTYS INC | COM | 156504300 | 2,354 | 135,678 | SH | SOLE | 0 | 135,678 | 0 | 0 | |
CIT GROUP HOLDINGS INC | COM NEW | 125581801 | 4,981 | 108,375 | SH | SOLE | 0 | 108,375 | 0 | 0 | |
CITIGROUP INC (C) | COM NEW | 172967424 | 39,917 | 770,298 | SH | SOLE | 0 | 770,298 | 0 | 0 | |
CITIZENS FINANCIAL GROUP INC | COM | 174610105 | 7,517 | 320,979 | SH | SOLE | 0 | 320,979 | 0 | 0 | |
CITY NATIONAL CORP | COM | 178566105 | 39,860 | 526,756 | SH | SOLE | 0 | 526,756 | 0 | 0 | |
COMERICA INC | COM | 200340107 | 4,486 | 89,972 | SH | SOLE | 0 | 89,972 | 0 | 0 | |
COMMUNITY FINL CORP MD | COM | 20368X101 | 8,219 | 396,463 | SH | SOLE | 0 | 396,463 | 0 | 0 | |
COUSINS PORPERTIES INC | COM | 222795106 | 175 | 14,659 | SH | SOLE | 0 | 14,659 | 0 | 0 | |
CU BANCORP CALIF | COM | 126534106 | 20,795 | 1,106,132 | SH | SOLE | 0 | 1,106,132 | 0 | 0 | |
DANA HOLDING CORP | COM | 235825205 | 4,798 | 250,265 | SH | SOLE | 0 | 250,265 | 0 | 0 | |
DUKE REALTY CORP | COM NEW | 264411505 | 551 | 32,095 | SH | SOLE | 0 | 32,095 | 0 | 0 | |
EASTERN VA BANKSHARES INC | COM | 277196101 | 2,914 | 468,469 | SH | SOLE | 0 | 468,469 | 0 | 0 | |
EMCOR GROUP INC | COM | 29084Q100 | 6,714 | 168,013 | SH | SOLE | 0 | 168,013 | 0 | 0 | |
FARMERS CAP BK CORP | COM | 309562106 | 16,558 | 734,935 | SH | SOLE | 0 | 734,935 | 0 | 0 | |
FCB FINL HLDGS INC | CL A | 30255G103 | 6,711 | 295,818 | SH | SOLE | 0 | 295,818 | 0 | 0 | |
FELCOR LODGING TRUST INC | COM | 31430F101 | 647 | 69,095 | SH | SOLE | 0 | 69,095 | 0 | 0 | |
FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 9,270 | 334,183 | SH | SOLE | 0 | 334,183 | 0 | 0 | |
FIDELITY NATIONAL FINANCIAL | FNFV GROUP COM | 31620R402 | 1,533 | 111,383 | SH | SOLE | 0 | 111,383 | 0 | 0 | |
FIDELITY NATIONAL INFORMATION SVCS | COM | 31620M106 | 9,778 | 173,670 | SH | SOLE | 0 | 173,670 | 0 | 0 | |
FIDELITY SOUTHERN CORP | COM | 316394105 | 17,489 | 1,276,535 | SH | SOLE | 0 | 1,276,535 | 0 | 0 | |
FIFTH THIRD BANCORP | COM | 316773100 | 2,500 | 124,899 | SH | SOLE | 0 | 124,899 | 0 | 0 | |
FIRST AMERICAN CORP | COM | 31847R102 | 23,574 | 869,261 | SH | SOLE | 0 | 869,261 | 0 | 0 | |
FIRST BANCORP | COM | 318910106 | 18,063 | 1,127,555 | SH | SOLE | 0 | 1,127,555 | 0 | 0 | |
FIRST BANCSHARES INC MS | COM | 318916103 | 5,556 | 384,471 | SH | SOLE | 0 | 384,471 | 0 | 0 | |
FIRST CONN BANCORP INC MD | COM | 319850103 | 15,028 | 1,036,411 | SH | SOLE | 0 | 1,036,411 | 0 | 0 | |
FIRST HORIZON NATIONAL CORP | COM | 320517105 | 1,079 | 87,900 | SH | SOLE | 0 | 87,900 | 0 | 0 | |
FIRST INDUSTRIAL REALTY TRUST | COM | 32054K103 | 355 | 21,003 | SH | SOLE | 0 | 21,003 | 0 | 0 | |
FIRST INTERNET BANCORP | COM | 320557101 | 4,038 | 250,521 | SH | SOLE | 0 | 250,521 | 0 | 0 | |
FIRST LONG ISLAND CORP | COM | 320734106 | 19,660 | 570,675 | SH | SOLE | 0 | 570,675 | 0 | 0 | |
FIRST NBC BANK HOLDING COMPANY | COM | 32115D106 | 542 | 16,555 | SH | SOLE | 0 | 16,555 | 0 | 0 | |
FIRST NIAGARA FINANCIAL | COM | 33582V108 | 30,838 | 3,702,059 | SH | SOLE | 0 | 3,702,059 | 0 | 0 | |
FIRST SEC GROUP INC | COM NEW | 336312202 | 6,429 | 3,246,929 | SH | SOLE | 0 | 3,246,929 | 0 | 0 | |
FIRST SOUTH BANCORP INC | COM | 33646W100 | 2,460 | 303,746 | SH | SOLE | 0 | 303,746 | 0 | 0 | |
FULTON FINANCIAL CORP | COM | 360271100 | 14,437 | 1,303,017 | SH | SOLE | 0 | 1,303,017 | 0 | 0 | |
GENERAL CABLE CORP DEL NEW | COM | 369300108 | 2,566 | 170,190 | SH | SOLE | 0 | 170,190 | 0 | 0 | |
GREENHILL & CO INC | COM | 395259104 | 26,148 | 562,444 | SH | SOLE | 0 | 562,444 | 0 | 0 | |
GUARANTY BANCORP | COM NEW | 40075T607 | 1,351 | 99,979 | SH | SOLE | 0 | 99,979 | 0 | 0 | |
HALLIBURTON CO | COM | 406216101 | 7,240 | 112,234 | SH | SOLE | 0 | 112,234 | 0 | 0 | |
HAMPTON ROADS BANKSHARES INC | COM NEW | 409321502 | 12,752 | 8,334,761 | SH | SOLE | 0 | 8,334,761 | 0 | 0 | |
HANCOCK HOLDING CO | COM | 410120109 | 14,901 | 464,932 | SH | SOLE | 0 | 464,932 | 0 | 0 | |
HARLEY-DAVIDSON INC | COM | 412822108 | 26,435 | 454,214 | SH | SOLE | 0 | 454,214 | 0 | 0 | |
HEIDRICK & STRUGGLES INTL IN | COM | 422819102 | 3,403 | 165,698 | SH | SOLE | 0 | 165,698 | 0 | 0 | |
HERITAGE COMMERCE CORP | COM | 426927109 | 1,899 | 231,268 | SH | SOLE | 0 | 231,268 | 0 | 0 | |
HERITAGE OAKS BANCORP | COM | 42724R107 | 15,619 | 2,231,286 | SH | SOLE | 0 | 2,231,286 | 0 | 0 | |
HOME BANCORP INC | COM | 43689E107 | 4,848 | 213,464 | SH | SOLE | 0 | 213,464 | 0 | 0 | |
HOMESTREET INC | COM | 43785V102 | 16,751 | 980,168 | SH | SOLE | 0 | 980,168 | 0 | 0 | |
HONEYWELL INTERNATIONAL INC | COM | 438516106 | 15,193 | 163,150 | SH | SOLE | 0 | 163,150 | 0 | 0 | |
HUDSON VALLEY HOLDING CORP | COM | 444172100 | 35,757 | 1,970,074 | SH | SOLE | 0 | 1,970,074 | 0 | 0 | |
HUNTINGTON BANCSHARES | COM | 446150104 | 17,976 | 1,847,451 | SH | SOLE | 0 | 1,847,451 | 0 | 0 | |
INDEPENDENT BANK CORP | COM NEW | 453838609 | 12,495 | 1,048,267 | SH | SOLE | 0 | 1,048,267 | 0 | 0 | |
INSTALLED BUILDING PRODUCTS INC | COM | 45780R101 | 4,841 | 344,559 | SH | SOLE | 0 | 344,559 | 0 | 0 | |
INTERNATIONAL BANCSHARES | COM | 459044103 | 26,206 | 1,062,459 | SH | SOLE | 0 | 1,062,459 | 0 | 0 | |
JACOBS ENGINEERING GROUP INC | COM | 469814107 | 673 | 13,780 | SH | SOLE | 0 | 13,780 | 0 | 0 | |
JP MORGAN CHASE & CO | COM | 46625H100 | 44,157 | 733,012 | SH | SOLE | 0 | 733,012 | 0 | 0 | |
KORN FERRY INTL | COM NEW | 500643200 | 1,972 | 79,201 | SH | SOLE | 0 | 79,201 | 0 | 0 | |
LAKELAND BANCORP INC | COM | 511637100 | 1,813 | 185,729 | SH | SOLE | 0 | 185,729 | 0 | 0 | |
LEAR CORP | COM NEW | 521865204 | 5,377 | 62,230 | SH | SOLE | 0 | 62,230 | 0 | 0 | |
LNB BANCORP INC | COM | 502100100 | 4,455 | 311,745 | SH | SOLE | 0 | 311,745 | 0 | 0 | |
MACATAWA BANK CORP | COM | 554225102 | 2,429 | 506,088 | SH | SOLE | 0 | 506,088 | 0 | 0 | |
MASCO CORP | COM | 574599106 | 4,176 | 174,565 | SH | SOLE | 0 | 174,565 | 0 | 0 | |
MB FINANCIAL INC NEW | COM | 55264U108 | 4,208 | 152,017 | SH | SOLE | 0 | 152,017 | 0 | 0 | |
MBT FINANCIAL CORP | COM | 578877102 | 4,616 | 965,678 | SH | SOLE | 0 | 965,678 | 0 | 0 | |
METLIFE INC | COM | 59156R108 | 4,310 | 80,239 | SH | SOLE | 0 | 80,239 | 0 | 0 | |
METRO BANCORP INC | COM | 59161R101 | 33,703 | 1,389,806 | SH | SOLE | 0 | 1,389,806 | 0 | 0 | |
MOHAWK INDS INC | COM | 608190104 | 26,115 | 193,700 | SH | SOLE | 0 | 193,700 | 0 | 0 | |
MORGAN STANLEY | COM NEW | 617446448 | 8,613 | 249,140 | SH | SOLE | 0 | 249,140 | 0 | 0 | |
NCI BUILDING SYSTEMS INC | COM NEW | 628852204 | 2,814 | 145,043 | SH | SOLE | 0 | 145,043 | 0 | 0 | |
NEW YORK COM BANCORP INC | COM | 649445103 | 1,163 | 73,265 | SH | SOLE | 0 | 73,265 | 0 | 0 | |
NEWBRIDGE BANCORP | CL A NO PAR | 65080T102 | 24,122 | 3,178,181 | SH | SOLE | 0 | 3,178,181 | 0 | 0 | |
NORCRAFT COS INC | COM | 65557Y105 | 2,950 | 184,945 | SH | SOLE | 0 | 184,945 | 0 | 0 | |
NORTH VALLEY BANCORP | COM NEW | 66304M204 | 12,661 | 586,698 | SH | SOLE | 0 | 586,698 | 0 | 0 | |
NORWEGIAN CRUISE LINE HOLDINGS LTD | SHS | G66721104 | 4,529 | 125,726 | SH | SOLE | 0 | 125,726 | 0 | 0 | |
OCEANFIRST FINANCIAL CORP | COM | 675234108 | 7,536 | 473,645 | SH | SOLE | 0 | 473,645 | 0 | 0 | |
OLD LINE BANCSHARES INC | COM | 67984M100 | 2,862 | 184,860 | SH | SOLE | 0 | 184,860 | 0 | 0 | |
OLD NATIONAL BANCORP | COM | 680033107 | 3,993 | 307,895 | SH | SOLE | 0 | 307,895 | 0 | 0 | |
OLD SECOND BANCORP INC | COM | 680277100 | 6,872 | 1,428,604 | SH | SOLE | 0 | 1,428,604 | 0 | 0 | |
ORRSTOWN FINANCIAL SERVICES INC | COM | 687380105 | 8,375 | 513,514 | SH | SOLE | 0 | 513,514 | 0 | 0 | |
OSHKOSH CORP | COM | 688239201 | 7,766 | 175,903 | SH | SOLE | 0 | 175,903 | 0 | 0 | |
OWENS CORNING INC | COM | 690742101 | 12,322 | 388,110 | SH | SOLE | 0 | 388,110 | 0 | 0 | |
PACIFIC CONTINENTAL CORP | COM | 69412V108 | 11,937 | 928,967 | SH | SOLE | 0 | 928,967 | 0 | 0 | |
PACIFIC MERCANTILE BANCORP | COM | 694552100 | 7,225 | 1,036,590 | SH | SOLE | 0 | 1,036,590 | 0 | 0 | |
PACIFIC PREMIER BANCORP INC | COM | 69478X105 | 15,941 | 1,134,588 | SH | SOLE | 0 | 1,134,588 | 0 | 0 | |
PACWEST BANCORP | COM | 695263103 | 8,927 | 216,514 | SH | SOLE | 0 | 216,514 | 0 | 0 | |
PALMETTO BANCSHARES INC | COM NEW | 697062206 | 2,634 | 186,285 | SH | SOLE | 0 | 186,285 | 0 | 0 | |
PARK STERLING CORP | COM | 70086Y105 | 6,987 | 1,053,799 | SH | SOLE | 0 | 1,053,799 | 0 | 0 | |
PEAPACK-GLADSTONE FINL CORP | COM | 704699107 | 2,758 | 157,613 | SH | SOLE | 0 | 157,613 | 0 | 0 | |
PENNYMAC FINANCIAL SERVICE | CL A | 70932B101 | 14,171 | 967,296 | SH | SOLE | 0 | 967,296 | 0 | 0 | |
PNC FINANCIAL SERVICES GROUP INC | COM | 693475105 | 18,943 | 221,349 | SH | SOLE | 0 | 221,349 | 0 | 0 | |
POPULAR INC | COM NEW | 733174700 | 1,570 | 53,325 | SH | SOLE | 0 | 53,325 | 0 | 0 | |
PREFERRED BANK/LOS ANGELES | COM NEW | 740367404 | 23,356 | 1,037,132 | SH | SOLE | 0 | 1,037,132 | 0 | 0 | |
PREMIER FINANCIAL BANCORP INC | COM | 74050M105 | 541 | 36,955 | SH | SOLE | 0 | 36,955 | 0 | 0 | |
PRIVATEBANCORP INC | COM | 742962103 | 3,273 | 109,421 | SH | SOLE | 0 | 109,421 | 0 | 0 | |
PULASKI FINANCIAL CORP | COM | 745548107 | 8,866 | 770,978 | SH | SOLE | 0 | 770,978 | 0 | 0 | |
REGIONAL MANAGEMENT CORP | COM | 75902K106 | 7,838 | 436,630 | SH | SOLE | 0 | 436,630 | 0 | 0 | |
REGIONS FINANCIAL CORP | COM | 7591EP100 | 25,904 | 2,580,042 | SH | SOLE | 0 | 2,580,042 | 0 | 0 | |
REPUBLIC BANCORP INC | CL A | 760281204 | 5,960 | 251,603 | SH | SOLE | 0 | 251,603 | 0 | 0 | |
REPUBLIC FIRST BANCORP INC | COM | 760416107 | 5,919 | 1,521,707 | SH | SOLE | 0 | 1,521,707 | 0 | 0 | |
RIVERVIEW BANCORP INC | COM | 769397100 | 3,182 | 797,445 | SH | SOLE | 0 | 797,445 | 0 | 0 | |
ROWAN COMPANIES INC | SH CL A | G7665A101 | 1,574 | 62,185 | SH | SOLE | 0 | 62,185 | 0 | 0 | |
RYDER SYSTEM INC (R) | COM | 783549108 | 6,662 | 74,051 | SH | SOLE | 0 | 74,051 | 0 | 0 | |
SEACOAST BKG CORP FLA | COM NEW | 811707801 | 16,747 | 1,532,249 | SH | SOLE | 0 | 1,532,249 | 0 | 0 | |
SELECT SECTOR SPDR TR | SBI INT-FINL | 81369Y605 | 1,730 | 74,659 | SH | Put | SOLE | 0 | 74,659 | 0 | 0 |
SELECT SECTOR SPDR TR | SBI INT-FINL | 81369Y605 | 931 | 40,201 | SH | Put | SOLE | 0 | 40,201 | 0 | 0 |
SERVISFIRST BANCSHARES INC | COM | 81768T108 | 13,957 | 484,611 | SH | SOLE | 0 | 484,611 | 0 | 0 | |
SHORE BANCSHARES INC | COM | 825107105 | 4,095 | 454,986 | SH | SOLE | 0 | 454,986 | 0 | 0 | |
SIERRA BANCORP | COM | 82620P102 | 21,134 | 1,260,955 | SH | SOLE | 0 | 1,260,955 | 0 | 0 | |
SOUTH STATE CORP | COM | 840441109 | 2,368 | 42,350 | SH | SOLE | 0 | 42,350 | 0 | 0 | |
SOUTHERN FIRST BANCSHARES INC | COM | 842873101 | 371 | 26,659 | SH | SOLE | 0 | 26,659 | 0 | 0 | |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 156 | 790 | SH | Put | SOLE | 0 | 790 | 0 | 0 |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 602 | 3,057 | SH | Put | SOLE | 0 | 3,057 | 0 | 0 |
SPX CORP | COM | 784635104 | 4,654 | 49,549 | SH | SOLE | 0 | 49,549 | 0 | 0 | |
SQUARE 1 FINANCIAL INC | CL A | 85223W101 | 42,664 | 2,219,358 | SH | SOLE | 0 | 2,219,358 | 0 | 0 | |
STATE STREET CORP | COM | 857477103 | 39,681 | 539,067 | SH | SOLE | 0 | 539,067 | 0 | 0 | |
STEINER LEISURE LTD | ORD | P8744Y102 | 3,104 | 82,588 | SH | SOLE | 0 | 82,588 | 0 | 0 | |
STERLING BANCORP | COM | 85917A100 | 9,292 | 726,525 | SH | SOLE | 0 | 726,525 | 0 | 0 | |
STEWART INFORMATION SERVICES | COM | 860372101 | 12,599 | 429,251 | SH | SOLE | 0 | 429,251 | 0 | 0 | |
STOCK BUILDING SUPPLY HOLDINGS INC | COM | 86101X104 | 3,539 | 225,272 | SH | SOLE | 0 | 225,272 | 0 | 0 | |
STONEGATE BK FT LAUDERDALE F | COM | 861811107 | 6,540 | 253,982 | SH | SOLE | 0 | 253,982 | 0 | 0 | |
STRATEGIC HOTELS & RESORTS | COM | 86272T106 | 868 | 74,501 | SH | SOLE | 0 | 74,501 | 0 | 0 | |
SUFFOLK BANCORP | COM | 864739107 | 22,383 | 1,153,149 | SH | SOLE | 0 | 1,153,149 | 0 | 0 | |
SUNTRUST BANKS | COM | 867914103 | 3,738 | 98,299 | SH | SOLE | 0 | 98,299 | 0 | 0 | |
SWIFT TRANS CO | CL A | 87074U101 | 3,563 | 169,807 | SH | SOLE | 0 | 169,807 | 0 | 0 | |
SYNOVUS FINANCIAL CORP | COM NEW | 87161C501 | 92,869 | 3,928,468 | SH | SOLE | 0 | 3,928,468 | 0 | 0 | |
TCF FINANCIAL CORP | COM | 872275102 | 2,158 | 138,944 | SH | SOLE | 0 | 138,944 | 0 | 0 | |
TEREX CORP | COM | 880779103 | 5,708 | 179,659 | SH | SOLE | 0 | 179,659 | 0 | 0 | |
TEXAS CAPITAL BANCSHARES INC | COM | 88224Q107 | 7,208 | 124,967 | SH | SOLE | 0 | 124,967 | 0 | 0 | |
TIMBERLAND BANCORP INC | COM | 887098101 | 2,090 | 198,272 | SH | SOLE | 0 | 198,272 | 0 | 0 | |
TITAN MACHY INC | COM | 88830R101 | 577 | 44,413 | SH | SOLE | 0 | 44,413 | 0 | 0 | |
TRICO BANCSHARES | COM | 896095106 | 10,852 | 479,768 | SH | SOLE | 0 | 479,768 | 0 | 0 | |
TUTOR PERINI CORP | COM | 901109108 | 3,734 | 141,452 | SH | SOLE | 0 | 141,452 | 0 | 0 | |
UNITED BANKSHARES INC WEST V | COM | 909907107 | 5,573 | 180,165 | SH | SOLE | 0 | 180,165 | 0 | 0 | |
US BANCORP | COM NEW | 902973304 | 48,191 | 1,152,064 | SH | SOLE | 0 | 1,152,064 | 0 | 0 | |
VALLEY NATIONAL BANCORP | COM | 919794107 | 10,593 | 1,093,193 | SH | SOLE | 0 | 1,093,193 | 0 | 0 | |
WASHINGTONFIRST BANKSHARE INC | COM | 940730104 | 3,093 | 206,186 | SH | SOLE | 0 | 206,186 | 0 | 0 | |
WCI CMNTYS INC | COM PAR $001 | 92923C807 | 3,450 | 187,113 | SH | SOLE | 0 | 187,113 | 0 | 0 | |
WEINGARTEN REALTY INVESTORS | SH BEN INT | 948741103 | 688 | 21,830 | SH | SOLE | 0 | 21,830 | 0 | 0 | |
WELLS FARGO & CO | COM | 949746101 | 63,072 | 1,215,959 | SH | SOLE | 0 | 1,215,959 | 0 | 0 | |
WESCO INTERNATIONAL INC | COM | 95082P105 | 27,555 | 352,099 | SH | SOLE | 0 | 352,099 | 0 | 0 | |
WILLIS GROUP HOLDINGS PUBLIC | SHS | G96666105 | 10,999 | 265,678 | SH | SOLE | 0 | 265,678 | 0 | 0 | |
WINTRUST FINANCIAL CORP | COM | 97650W108 | 19,726 | 441,596 | SH | SOLE | 0 | 441,596 | 0 | 0 | |
XENITH BANKSHARES INC | COM | 98410X105 | 1,535 | 242,475 | SH | SOLE | 0 | 242,475 | 0 | 0 | |
XEROX CORP | COM | 984121103 | 2,881 | 217,794 | SH | SOLE | 0 | 217,794 | 0 | 0 | |
YADKIN FINANCIAL CORP | COM | 984305102 | 2,576 | 141,850 | SH | SOLE | 0 | 141,850 | 0 | 0 | |
ZIONS BANCORPORATION | COM | 989701107 | 11,014 | 379,017 | SH | SOLE | 0 | 379,017 | 0 | 0 |