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
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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 6,175 123,900 SH   SOLE   123,900 0 0
BANCORP INC DEL COM 05969A105 7,503 326,074 SH   SOLE   326,074 0 0
CAPITAL ONE FINL CORP COM 14040H105 3,592 23,219 SH   SOLE   23,219 0 0
CITIGROUP INC COM NEW 172967424 708 10,000 SH   SOLE   10,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 2,026 8,000 SH   SOLE   8,000 0 0
CONNECTONE BANCORP INC COM 20786W107 2,224 85,000 SH   SOLE   85,000 0 0
CURO GROUP HOLDINGS CORP COM 23131L107 11,084 652,020 SH   SOLE   652,020 0 0
ENCORE CAP GROUP INC COM 292554102 2,907 61,342 SH   SOLE   61,342 0 0
ENOVA INTL INC COM 29357K103 6,739 197,000 SH   SOLE   197,000 0 0
I3 VERTICALS INC COM CL A 46571Y107 1,813 60,000 SH   SOLE   60,000 0 0
META FINL GROUP INC COM 59100U108 3,080 60,837 SH   SOLE   60,837 0 0
MVB FINL CORP COM 553810102 8,179 191,733 SH   SOLE   191,733 0 0
ONEMAIN HLDGS INC COM 68268W103 6,110 101,989 SH   SOLE   101,989 0 0
QCR HOLDINGS INC COM 74727A104 2,405 50,000 SH   SOLE   50,000 0 0
RBB BANCORP COM 74930B105 969 40,000 SH   SOLE   40,000 0 0
REGIONAL MGMT CORP COM 75902K106 2,922 62,789 SH   SOLE   62,789 0 0
STOCK YDS BANCORP INC COM 861025104 2,036 40,000 SH   SOLE   40,000 0 0
SVB FINANCIAL GROUP COM 78486Q101 1,113 2,000 SH   SOLE   2,000 0 0
TRIUMPH BANCORP INC COM 89679E300 3,546 47,752 SH   SOLE   47,752 0 0
VERITEX HLDGS INC COM 923451108 3,300 93,178 SH   SOLE   93,178 0 0