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
AERCAP HOLDINGS NV SHS N00985106 50,446 921,392 SH   SOLE   921,392 0 0
AIR LEASE CORP CL A 00912X302 33,254 795,172 SH   SOLE   795,172 0 0
ALLY FINL INC COM 02005N100 35,967 1,084,646 SH   SOLE   1,084,646 0 0
AMERICAN RIVER BANKSHARES COM 029326105 7,820 573,715 SH   SOLE   573,715 0 0
APPLE INC COM 037833100 3,426 15,296 SH   SOLE   15,296 0 0
AXOS FINL INC COM 05465C100 13,297 480,899 SH   SOLE   480,899 0 0
BANK AMER CORP COM 060505104 33,932 1,163,234 SH   SOLE   1,163,234 0 0
BANK OF THE ST JAMES FINL GP COM 470299108 5,956 416,496 SH   SOLE   416,496 0 0
BANNER CORP COM NEW 06652V208 974 17,349 SH   SOLE   17,349 0 0
BLACK KNIGHT INC COM 09215C105 6,257 102,472 SH   SOLE   102,472 0 0
BLACKROCK INC COM 09247X101 14,919 33,478 SH   SOLE   33,478 0 0
BRIDGE BANCORP INC COM 108035106 64,848 2,193,789 SH   SOLE   2,193,789 0 0
CAMDEN NATL CORP COM 133034108 14,090 325,260 SH   SOLE   325,260 0 0
CANNAE HLDGS INC COM 13765N107 3,060 111,383 SH   SOLE   111,383 0 0
CAPITAL ONE FINL CORP COM 14040H105 52,941 581,899 SH   SOLE   581,899 0 0
CAROLINA FINL CORP NEW COM 143873107 1,663 46,787 SH   SOLE   46,787 0 0
CENTURY CMNTYS INC COM 156504300 29,245 954,797 SH   SOLE   954,797 0 0
CHEMUNG FINL CORP COM 164024101 5,211 124,068 SH   SOLE   124,068 0 0
CITIGROUP INC COM NEW 172967424 24,468 354,194 SH   SOLE   354,194 0 0
CITIZENS FINL GROUP INC COM 174610105 28,279 799,518 SH   SOLE   799,518 0 0
COASTAL FINL CORP WA COM NEW 19046P209 2,622 173,502 SH   SOLE   173,502 0 0
CODORUS VY BANCORP INC COM 192025104 4,370 187,860 SH   SOLE   187,860 0 0
COLUMBIA FINL INC COM 197641103 11 680 SH   SOLE   680 0 0
COMERICA INC COM 200340107 8,509 128,949 SH   SOLE   128,949 0 0
CONNECTONE BANCORP INC NEW COM 20786W107 8,329 375,176 SH   SOLE   375,176 0 0
COVENANT TRANSN GROUP INC CL A 22284P105 2,625 159,649 SH   SOLE   159,649 0 0
CUSTOMERS BANCORP INC COM 23204G100 10,380 500,477 SH   SOLE   500,477 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,077 36,057 SH   SOLE   36,057 0 0
DISCOVER FINL SVCS COM 254709108 4,952 61,063 SH   SOLE   61,063 0 0
EAGLE BANCORP INC MD COM 268948106 2,053 46,014 SH   SOLE   46,014 0 0
EAST WEST BANCORP INC COM 27579R104 19,427 438,625 SH   SOLE   438,625 0 0
ESQUIRE FINL HLDGS INC COM 29667J101 3,810 153,613 SH   SOLE   153,613 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 14,841 334,183 SH   SOLE   334,183 0 0
FIFTH THIRD BANCORP COM 316773100 2,563 93,607 SH   SOLE   93,607 0 0
FIRST AMERN FINL CORP COM 31847R102 7,928 134,358 SH   SOLE   134,358 0 0
FIRST BANCORP N C COM 318910106 4,425 123,266 SH   SOLE   123,266 0 0
FIRST BUSEY CORP COM NEW 319383204 2,963 117,193 SH   SOLE   117,193 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 7,086 15,028 SH   SOLE   15,028 0 0
FIRST FNDTN INC COM 32026V104 9,932 650,213 SH   SOLE   650,213 0 0
FLAGSTAR BANCORP INC COM PAR .001 337930705 3,297 88,272 SH   SOLE   88,272 0 0
FNB CORP PA COM 302520101 7,277 631,123 SH   SOLE   631,123 0 0
GARRETT MOTION INC COM 366505105 162 16,315 SH   SOLE   16,315 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,609 7,762 SH   SOLE   7,762 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 15,838 413,571 SH   SOLE   413,571 0 0
HERITAGE FINL CORP WASH COM 42722X106 6,221 230,738 SH   SOLE   230,738 0 0
HOME BANCSHARES INC COM 436893200 4,425 235,454 SH   SOLE   235,454 0 0
HONEYWELL INTL INC COM 438516106 27,605 163,150 SH   SOLE   163,150 0 0
INDEPENDENT BK GROUP INC COM 45384B106 3,498 66,491 SH   SOLE   66,491 0 0
J ALEXANDERS HLDGS INC COM 46609J106 225 19,238 SH   SOLE   19,238 0 0
JPMORGAN CHASE & CO COM 46625H100 59,071 501,920 SH   SOLE   501,920 0 0
KEYCORP NEW COM 493267108 7,874 441,368 SH   SOLE   441,368 0 0
KORN FERRY COM NEW 500643200 1,656 42,870 SH   SOLE   42,870 0 0
LAKELAND BANCORP INC COM 511637100 4,541 294,319 SH   SOLE   294,319 0 0
LAZARD LTD SHS A G54050102 9,233 263,812 SH   SOLE   263,812 0 0
LEAR CORP COM NEW 521865204 1,740 14,761 SH   SOLE   14,761 0 0
LENNAR CORP CL A 526057104 30,256 541,732 SH   SOLE   541,732 0 0
M & T BK CORP COM 55261F104 920 5,823 SH   SOLE   5,823 0 0
M/I HOMES INC COM 55305B101 14,538 386,126 SH   SOLE   386,126 0 0
MARLIN BUSINESS SVCS CORP COM 571157106 17,934 711,935 SH   SOLE   711,935 0 0
MASCO CORP COM 574599106 7,276 174,565 SH   SOLE   174,565 0 0
MERCHANTS BANCORP IND COM 58844R108 3,457 209,014 SH   SOLE   209,014 0 0
MERIDIAN CORPORATION COM 58958P104 9,891 557,238 SH   SOLE   557,238 0 0
METROPOLITAN BK HLDG CORP COM 591774104 13,036 331,452 SH   SOLE   331,452 0 0
MORGAN STANLEY COM NEW 617446448 22,456 526,262 SH   SOLE   526,262 0 0
NORTHEAST BK LEWISTON ME COM 66405S100 6,226 280,831 SH   SOLE   280,831 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 8,157 157,566 SH   SOLE   157,566 0 0
OLD LINE BANCSHARES INC COM 67984M100 2,580 88,949 SH   SOLE   88,949 0 0
OLD NATL BANCORP IND COM 680033107 9,500 552,157 SH   SOLE   552,157 0 0
ON DECK CAP INC COM 682163100 5,120 1,523,761 SH   SOLE   1,523,761 0 0
ONEMAIN HLDGS INC COM 68268W103 68,670 1,872,143 SH   SOLE   1,872,143 0 0
OP BANCORP COM 67109R109 7,434 760,118 SH   SOLE   760,118 0 0
OWENS CORNING NEW COM 690742101 3,185 50,392 SH   SOLE   50,392 0 0
PACWEST BANCORP DEL COM 695263103 19,441 534,965 SH   SOLE   534,965 0 0
PARKE BANCORP INC COM 700885106 10,322 464,557 SH   SOLE   464,557 0 0
PEAPACK-GLADSTONE FINL CORP COM 704699107 7,606 271,342 SH   SOLE   271,342 0 0
PENNYMAC FINL SVCS INC COM 70932M107 14,685 483,393 SH   SOLE   483,393 0 0
PEOPLES UTD FINL INC COM 712704105 1,770 113,228 SH   SOLE   113,228 0 0
PIONEER BANCORP INC COM 723561106 2,320 185,745 SH   SOLE   185,745 0 0
POPULAR INC COM NEW 733174700 1,568 28,994 SH   SOLE   28,994 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404 8,762 167,283 SH   SOLE   167,283 0 0
PREMIER FINL BANCORP INC COM 74050M105 287 16,700 SH   SOLE   16,700 0 0
RBB BANCORP COM 74930B105 6,726 341,581 SH   SOLE   341,581 0 0
REGIONAL MGMT CORP COM 75902K106 40,297 1,431,015 SH   SOLE   1,431,015 0 0
REGIONS FINL CORP NEW COM 7591EP100 14,407 910,656 SH   SOLE   910,656 0 0
RESIDEO TECHNOLOGIES INC COM 76118y104 390 27,192 SH   SOLE   27,192 0 0
RICHMOND MUT BANCORPORATIN I COM 76525P100 110 7,874 SH   SOLE   7,874 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 2,300 28,336 SH   SOLE   28,336 0 0
RYDER SYS INC COM 783549108 2,415 46,650 SH   SOLE   46,650 0 0
SANDY SPRING BANCORP INC COM 800363103 1,113 33,015 SH   SOLE   33,015 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 7,160 60,059 SH   SOLE   60,059 0 0
SVB FINL GROUP COM 78486Q101 7,087 33,917 SH   SOLE   33,917 0 0
SOUTH ST CORP COM 840441109 3,987 52,946 SH   SOLE   52,946 0 0
SOUTHERN NATL BANCORP OF VA COM 843395104 3,245 210,877 SH   SOLE   210,877 0 0
STERLING BANCORP DEL COM 85917A100 36,530 1,821,038 SH   SOLE   1,821,038 0 0
STERLING BANCORP INC COM 85917W102 2,084 213,481 SH   SOLE   213,481 0 0
SB ONE BANCORP COM 78413T103 9,849 436,583 SH   SOLE   436,583 0 0
SYNOVUS FINL CORP COM NEW 87161C501 9,083 254,012 SH   SOLE   254,012 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 13,185 508,300 SH   SOLE   508,300 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 7,880 144,197 SH   SOLE   144,197 0 0
TOLL BROTHERS INC COM 889478103 10,579 257,716 SH   SOLE   257,716 0 0
TRICO BANCSHARES COM 896095106 5,009 137,982 SH   SOLE   137,982 0 0
UNITED BANKSHARES INC WEST V COM 909907107 6,823 180,165 SH   SOLE   180,165 0 0
US BANCORP DEL COM NEW 902973304 63,755 1,152,064 SH   SOLE   1,152,064 0 0
VALLEY NATL BANCORP COM 919794107 705 64,821 SH   SOLE   64,821 0 0
VERITEX HLDGS INC COM 923451108 2,208 91,008 SH   SOLE   91,008 0 0
WELLS FARGO CO NEW COM 949746101 65,206 1,292,749 SH   SOLE   1,292,749 0 0
WESBANCO INC COM 950810101 5,732 153,389 SH   SOLE   153,389 0 0
WESTERN ALLIANCE BANCORP COM 957638109 9,280 201,386 SH   SOLE   201,386 0 0
LYON WILLIAM HOMES CL A NEW 552074700 10,278 504,806 SH   SOLE   504,806 0 0
WINTRUST FINL CORP COM 97650W108 11,141 172,374 SH   SOLE   172,374 0 0
ZIONS BANCORPORATION N A COM 989701107 9,079 203,924 SH   SOLE   203,924 0 0