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 3,848 107,900 SH   SOLE   107,900 0 0
BANCORP INC DEL COM 05969A105 5,720 419,074 SH   SOLE   419,074 0 0
CAPITAL ONE FINL CORP COM 14040H105 1,829 18,500 SH   SOLE   18,500 0 0
CURO GROUP HOLDINGS CORP COM 23131L107 7,627 532,274 SH   SOLE   532,274 0 0
ENCORE CAP GROUP INC COM 292554102 1,875 48,142 SH   SOLE   48,142 0 0
EQUITY BANCSHARES INC COM CL A 29460X109 831 38,500 SH   SOLE   38,500 0 0
FIRST INTERNET BANCORP COM 320557101 230 8,000 SH   SOLE   8,000 0 0
META FINL GROUP INC COM 59100U108 2,560 70,032 SH   SOLE   70,032 0 0
MVB FINL CORP COM 553810102 3,936 173,547 SH   SOLE   173,547 0 0
OCEANFIRST FINL CORP COM 675234108 1,993 107,000 SH   SOLE   107,000 0 0
ONEMAIN HLDGS INC COM 68268W103 4,527 93,989 SH   SOLE   93,989 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 1,546 24,000 SH   SOLE   24,000 0 0
REGIONAL MGMT CORP COM 75902K106 3,053 102,230 SH   SOLE   102,230 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 1,353 10,000 SH   SOLE   10,000 0 0
TRISTATE CAP HLDGS INC COM 89678F100 3,943 226,598 SH   SOLE   226,598 0 0
TRIUMPH BANCORP INC COM 89679E300 3,083 63,500 SH   SOLE   63,500 0 0