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 INC COM 02005N100 2,001 100,900 SH   SOLE   100,900 0 0
BANCORP INC DEL COM 05969A105 3,491 356,274 SH   SOLE   356,274 0 0
CAPITAL ONE FINL CORP COM 14040H105 213 3,400 SH   SOLE   3,400 0 0
CURO GROUP HOLDINGS CORP COM 23131L107 3,739 457,693 SH   SOLE   457,693 0 0
ENCORE CAP GROUP INC COM 292554102 2,145 62,742 SH   SOLE   62,742 0 0
FIRST HORIZON NATL CORP COM 320517105 797 80,000 SH   SOLE   80,000 0 0
FIRST INTERNET BK IND COM 320557101 557 33,500 SH   SOLE   33,500 0 0
MVB FINL CORP COM 553810102 2,617 196,756 SH   SOLE   196,756 0 0
OCEANFIRST FINL CORP COM 675234108 793 45,000 SH   SOLE   45,000 0 0
REGIONAL MGMT CORP COM 75902K106 1,470 83,000 SH   SOLE   83,000 0 0
TRISTATE CAP HLDGS INC COM 89678F100 2,641 168,098 SH   SOLE   168,098 0 0