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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGNC INVT CORP COM 00123Q104   990,000 100,000 SH   SOLE   100,000 0 0
AMERANT BANCORP INC CL A 023576101   4,813,554 200,000 SH   SOLE   200,000 0 0
AMERIS BANCORP COM 03076K108   2,419,000 50,000 SH   SOLE   50,000 0 0
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839   984,500 50,000 SH   SOLE   50,000 0 0
ATLANTIC UN BANKSHARES CORP COM 04911A107   1,765,500 50,000 SH   SOLE   50,000 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208   6,526,664 204,022 SH   SOLE   204,022 0 0
BUSINESS FIRST BANCSHARES IN COM 12326C105   9,908,406 25,000 SH   SOLE   25,000 0 0
BYLINE BANCORP INC COM 124411109   7,602,000 350,000 SH   SOLE   350,000 0 0
CADENCE BANK COM 12740C103   5,065,625 25,000 SH   SOLE   25,000 0 0
CALIFORNIA BANCORP INC COM 13005U101   5,753,814 228,727 SH   SOLE   228,727 0 0
CIVISTA BANCSHARES INC COM NO PAR 178867107   3,076,000 200,000 SH   SOLE   200,000 0 0
COASTAL FINL CORP WA COM NEW 19046P209   3,887,000 100,000 SH   SOLE   100,000 0 0
COLONY BANKCORP INC COM 19623P101   1,227,878 106,772 SH   SOLE   106,772 0 0
EQUITY BANCSHARES INC COM CL A 29460X109   15,234,777 13,258 SH   SOLE   13,258 0 0
FB FINL CORP COM 30257X104   3,597,250 50,000 SH   SOLE   50,000 0 0
FIRST BANCSHARES INC MS COM 318916103   9,789,897 335,000 SH   SOLE   335,000 0 0
FIRST FNDTN INC COM 32026V104   2,076,250 264,745 SH   SOLE   264,745 0 0
FIRST HORIZON CORPORATION COM 320517105   6,031,250 375,000 SH   SOLE   375,000 0 0
FIRST MERCHANTS CORP COM 320817109   349,000 10,000 SH   SOLE   10,000 0 0
FIRST WESTN FINL INC COM 33751L105   1,173,661 31,277 SH   SOLE   31,277 0 0
FIVE STAR BANCORP COM 33830T103   4,500,000 11,884 SH   SOLE   11,884 0 0
FLUSHING FINL CORP COM 343873105   218,960 7,326 SH   SOLE   7,326 0 0
HOMESTREET INC COM 43785V102   4,515,000 300,000 SH   SOLE   300,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   5,257,500 25,000 SH Put SOLE   25,000 0 0
LAKELAND BANCORP INC COM 511637100   1,890,310 6,224 SH   SOLE   6,224 0 0
LINKBANCORP INC COM 53578P105   1,841,196 89,749 SH   SOLE   89,749 0 0
LIVE OAK BANCSHARES INC COM 53803X105   2,868,250 39,100 SH   SOLE   39,100 0 0
MAINSTREET BANCSHARES INC COM 56064Y100   776,885 17,780 SH   SOLE   17,780 0 0
MERIDIAN CORPORATION COM 58958P104   476,378 30,000 SH   SOLE   30,000 0 0
NBT BANCORP INC COM 628778102   1,467,200 40,000 SH   SOLE   40,000 0 0
NICOLET BANKSHARES INC COM 65406E102   1,719,800 20,000 SH   SOLE   20,000 0 0
OCEANFIRST FINL CORP COM 675234108   1,230,750 75,000 SH   SOLE   75,000 0 0
OLD SECOND BANCORP INC ILL COM 680277100   2,076,000 150,000 SH   SOLE   150,000 0 0
ORIGIN BANCORP INC COM 68621T102   6,716,600 215,000 SH   SOLE   215,000 0 0
PRIMIS FINANCIAL CORP COM 74167B109   12,678,463 909,654 SH   SOLE   909,654 0 0
PROVIDENT FINL SVCS INC COM 74386T105   4,744,123 300,000 SH   SOLE   300,000 0 0
RENASANT CORP COM 75970E107   1,566,000 50,000 SH   SOLE   50,000 0 0
RIVERVIEW BANCORP INC COM 769397100   158,809 20,000 SH   SOLE   20,000 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   4,212,000 100,000 SH Put SOLE   100,000 0 0
SHORE BANCSHARES INC COM 825107105   2,823,630 175,000 SH   SOLE   175,000 0 0
SMARTFINANCIAL INC COM NEW 83190L208   2,137,446 1,143 SH   SOLE   1,143 0 0
SOUTHERN CALIF BANCORP COM 84252A106   318,597 21,368 SH   SOLE   21,368 0 0
SOUTHERN FIRST BANCSHARES COM 842873101   241,916 7,617 SH   SOLE   7,617 0 0
SOUTHERN STS BANCSHARES INC COM 843878307   3,240,000 125,000 SH   SOLE   125,000 0 0
STELLAR BANCORP INC COM 858927106   2,436,000 100,000 SH   SOLE   100,000 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303   789,600 30,000 SH   SOLE   30,000 0 0
USCB FINANCIAL HOLDINGS INC CLASS A COM 90355N101   9,583,877 85,738 SH   SOLE   85,738 0 0
VERITEX HLDGS INC COM 923451108   6,659,250 325,000 SH   SOLE   325,000 0 0
VERSABANK NEW COM 92512J106   7,141,432 79,239 SH   SOLE   79,239 0 0