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
ADVANCE MICRO DEVICES COM 007903107 6,192 1,600,000 SH Call SOLE   0 0 0
ALLIANCE BANCORP PA NEW COM 01890A108 4,730 307,127 SH   SOLE   307,127 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 56,255 1,101,950 SH   SOLE   1,101,950 0 0
AMERICAN INTL GROUP INC COM NEW 026874904 18,889 370,000 SH Call SOLE   0 0 0
ASB BANCORP INC N C COM 00213T109 8,311 481,770 SH   SOLE   481,770 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 84,167 898,264 SH   SOLE   898,264 0 0
BANK OF AMERICA CORP *W EXP 01/16/2019 060505146 43,067 6,656,475 SH   SOLE   6,656,475 0 0
COMERICA INC *W EXP 11/14/2018 200340115 47,611 2,499,257 SH   SOLE   2,499,257 0 0
DEUTSCHE BANK AG COM D18190958 27,238 785,400 SH Put SOLE   785,400 0 0
ENSCO PLC SHS CLASS A G3157S106 19,040 332,975 SH   SOLE   332,975 0 0
FEDFIRST FINL CORP NEW COM 31429C101 2,903 149,010 SH   SOLE   149,010 0 0
FRANKLIN FINL CORP VA COM 35353C102 7,516 380,000 SH   SOLE   380,000 0 0
FS BANCORP INC COM 30263Y104 1,434 83,591 SH   SOLE   83,591 0 0
GAMESTOP CORP NEW CL A 36467W959 6,941 140,900 SH Put SOLE   140,900 0 0
GEORGETOWN BANCORP INC MD COM 372591107 509 32,000 SH   SOLE   32,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G954 46,088 260,000 SH Put SOLE   260,000 0 0
GULFPORT ENERGY CORP COM NEW 402635304 75,440 1,195,000 SH   SOLE   1,195,000 0 0
HAMILTON BANCORP INC MD COM 407015106 1,404 98,924 SH   SOLE   98,924 0 0
HOME BANCORP INC COM 43689E107 11,721 621,795 SH   SOLE   621,795 0 0
HOME FED BANCORP INC MD COM 43710G105 17,513 1,175,402 SH   SOLE   1,175,402 0 0
HOME FED BANCORP LA NEW COM 43708L108 1,165 65,471 SH   SOLE   65,471 0 0
IF BANCORP INC COM 44951J105 3,377 202,196 SH   SOLE   202,196 0 0
JPMORGAN CHASE & CO COM 46625H950 71,492 1,222,500 SH Put SOLE   1,222,500 0 0
LDK SOLAR CO LTD COM 50183L957 292 222,800 SH Put SOLE   222,800 0 0
LOUISIANA BANCORP INC NEW COM 54619P104 1,124 61,697 SH   SOLE   61,697 0 0
MEDIA GEN INC CL A 584404107 11,077 490,115 SH   SOLE   490,115 0 0
MORGAN STANLEY COM 617446958 85,299 2,720,000 SH Put SOLE   2,720,000 0 0
NAUGATUCK VY FINL CORP MD COM 63906P107 4,020 555,223 SH   SOLE   555,223 0 0
NOBLE CORP PLC SHS USD G65431101 60,261 1,608,255 SH   SOLE   1,608,255 0 0
POAGE BANKSHARES INC COM 730206109 947 67,627 SH   SOLE   67,627 0 0
POLONIA BANCORP INC MD COM 73158Q109 895 90,526 SH   SOLE   90,526 0 0
PRUDENTIAL BANCORP INC NEW COM 74431A101 5,128 475,250 SH   SOLE   475,250 0 0
REGIONS FINL CORP NEW COM 7591EP100 50,006 5,056,211 SH   SOLE   5,056,211 0 0
SANOFI SPONSORED ADR 80105N105 41,647 776,563 SH   SOLE   776,563 0 0
SIMPLICITY BANCORP COM 828867101 7,465 461,922 SH   SOLE   461,922 0 0
SOUND FINANCIAL BANCORP COM 83607A100 760 45,000 SH   SOLE   45,000 0 0
SP BANCORP INC COM 78468K106 2,724 138,000 SH   SOLE   138,000 0 0
SUPERVALU INC COM 868536103 2,734 375,000 SH   SOLE   375,000 0 0
TECH DATA CORP COM 878237106 33,737 653,825 SH   SOLE   653,825 0 0
TESLA MTRS INC COM 88160R951 75,967 505,000 SH Put SOLE   505,000 0 0
WELLPOINT INC COM 94973V107 54,510 590,000 SH   SOLE   590,000 0 0
WELLS FARGO & CO NEW *W EXP 10/28/2018 949746119 46,577 2,929,384 SH   SOLE   2,929,384 0 0
WOLVERINE BANCORP INC COM 977880103 4,684 219,964 SH   SOLE   219,964 0 0