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
ALLIANCE BANCORP PA NEW COM 01890A108 4,714 307,127 SH   SOLE   307,127 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 55,109 1,101,950 SH   SOLE   1,101,950 0 0
AMERICAN INTL GROUP INC COM NEW 026874904 18,504 370,000 SH Call SOLE   0 0 0
ASB BANCORP INC N C COM 00213T109 8,551 481,770 SH   SOLE   481,770 0 0
BANK OF AMERICA CORP *W EXP 01/16/2019 060505146 54,716 6,656,475 SH   SOLE   6,656,475 0 0
BODY CENT CORP COM 09689U102 358 334,600 SH   SOLE   334,600 0 0
CACHE INC COM NEW 127150308 1,408 428,000 SH   SOLE   428,000 0 0
COLDWATER CREEK INC COM NEW 193068202 34 215,200 SH   SOLE   215,200 0 0
COMERICA INC *W EXP 11/14/2018 200340115 54,122 2,416,173 SH   SOLE   2,416,173 0 0
DEUTSCHE BANK AG COM D18190958 24,881 555,000 SH Put SOLE   555,000 0 0
DIREXION SHS ETF TR CALL 25459Y907 5,847 300,000 SH Call SOLE   0 0 0
DIREXION SHS ETF TR CALL 25459Y904 5,631 300,000 SH Call SOLE   0 0 0
FEDFIRST FINL CORP NEW COM 31429C101 2,978 149,010 SH   SOLE   149,010 0 0
FRANKLIN FINL CORP VA COM 35353C102 7,433 380,000 SH   SOLE   380,000 0 0
FS BANCORP INC COM 30263Y104 1,256 76,814 SH   SOLE   76,814 0 0
GAMESTOP CORP NEW CL A 36467W959 5,754 140,000 SH Put SOLE   140,000 0 0
GEORGETOWN BANCORP INC MD COM 372591107 462 31,217 SH   SOLE   31,217 0 0
GULFPORT ENERGY CORP COM NEW 402635304 67,087 942,498 SH   SOLE   942,498 0 0
HAMILTON BANCORP INC MD COM 407015106 1,385 98,924 SH   SOLE   98,924 0 0
HOME BANCORP INC COM 43689E107 13,051 621,795 SH   SOLE   621,795 0 0
HOME FED BANCORP INC MD COM 43710G105 18,979 1,219,751 SH   SOLE   1,219,751 0 0
HOME FED BANCORP LA NEW COM 43708L108 1,185 65,471 SH   SOLE   65,471 0 0
IF BANCORP INC COM 44951J105 3,288 202,196 SH   SOLE   202,196 0 0
JPMORGAN CHASE & CO COM 46625H950 29,141 480,000 SH Put SOLE   480,000 0 0
KIOR INC CL A 497217109 39 68,062 SH   SOLE   68,062 0 0
LOUISIANA BANCORP INC NEW COM 54619P104 1,222 61,697 SH   SOLE   61,697 0 0
MEDIA GEN INC CL A 584404107 1,878 102,219 SH   SOLE   102,219 0 0
MORGAN STANLEY COM 617446958 22,442 720,000 SH Put SOLE   720,000 0 0
NAUGATUCK VY FINL CORP MD COM 63906P107 1,302 172,950 SH   SOLE   172,950 0 0
NOBLE CORP PLC SHS USD G65431101 55,512 1,695,555 SH   SOLE   1,695,555 0 0
POAGE BANKSHARES INC COM 730206109 960 67,627 SH   SOLE   67,627 0 0
POLONIA BANCORP INC MD COM 73158Q109 883 90,526 SH   SOLE   90,526 0 0
PRUDENTIAL BANCORP INC NEW COM 74431A101 5,061 475,250 SH   SOLE   475,250 0 0
RICE ENERGY INC COM 762760106 65,618 2,486,489 SH   SOLE   2,486,489 0 0
SANOFI SPONSORED ADR 80105N105 35,528 679,563 SH   SOLE   679,563 0 0
SIMPLICITY BANCORP COM 828867101 8,130 461,922 SH   SOLE   461,922 0 0
SOUND FINANCIAL BANCORP COM 83607A100 779 45,000 SH   SOLE   45,000 0 0
SP BANCORP INC COM 78468K106 2,738 138,000 SH   SOLE   138,000 0 0
SUPERVALU INC COM 868536103 6,669 975,000 SH   SOLE   975,000 0 0
TECH DATA CORP COM 878237106 35,133 576,325 SH   SOLE   576,325 0 0
TESLA MTRS INC COM 88160R951 57,220 274,500 SH Put SOLE   274,500 0 0
WELLPOINT INC COM 94973V107 66,201 665,000 SH   SOLE   665,000 0 0
WELLS FARGO & CO NEW *W EXP 10/28/2018 949746119 54,604 2,929,384 SH   SOLE   2,929,384 0 0
WOLVERINE BANCORP INC COM 977880103 4,751 219,964 SH   SOLE   219,964 0 0