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
ATLANTIC CAP BANCSHARES INC COM 048269203 3,613 136,376 SH   OTR 1 135,745 631 0
ATHENE HOLDING LTD CL A G0684D107 9,776 141,949 SH   OTR 1 130,938 11,011 0
BANK COMM HLDGS COM 06424J103 3,778 249,026 SH   OTR 1 220,507 28,519 0
CADENCE BANCORPORATION CL A 12739A100 11,828 538,606 SH   OTR 1 469,366 69,240 0
CAI INTERNATIONAL INC COM 12477X106 7,250 129,668 SH   OTR 1 105,024 24,644 0
CIT GROUP INC COM NEW 125581801 10,728 206,500 SH   OTR 1 169,000 37,500 0
CENTURY BANCORPORATION INC CL A NON VTG 156432106 8,610 74,711 SH   OTR 1 70,735 3,976 0
CORNERSTONE ONDEMAND INC COM 21925Y103 3,298 57,596 SH   OTR 1 44,670 12,926 0
COVANTA HLDG CORP COM 22282E102 11,136 553,500 SH   OTR 1 427,500 126,000 0
MERIDIAN BANCORP INC MD COM 58958U103 10,690 514,935 SH   OTR 1 447,199 67,736 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 6,267 131,352 SH   OTR 1 122,672 8,680 0
COMMUNITY BANKERS TR CORP COM 203612106 8,646 760,420 SH   OTR 1 714,720 45,700 0
FLAGSTAR BANCORP INC COM PAR .001 337930705 14,398 283,528 SH   OTR 1 245,000 38,528 0
1ST CONSTITUTION BANCORP COM 31986N102 5,094 215,202 SH   OTR 1 173,800 41,402 0
FIRST MIDWEST BANCORP DEL COM 320867104 3,964 208,525 SH   OTR 1 199,806 8,719 0
FERRO CORP COM 315405100 51 2,500 SH   OTR 1 1,841 659 0
HOWARD BANCORP INC COM 442496105 718 35,410 SH   OTR 1 34,939 471 0
INOVALON HLDGS INC COM CL A 45781D101 403 10,000 SH   SOLE   10,000 0 0
INVESTORS BANCORP INC NEW COM 46146L101 8,738 578,299 SH   OTR 1 563,096 15,203 0
J ALEXANDERS HLDGS INC COM 46609J106 5,204 371,701 SH   OTR 1 286,208 85,493 0
LYDALL INC COM 550819106 364 5,862 SH   SOLE   5,862 0 0
MEDALLIA INC COM 584021109 5,960 175,971 SH   SOLE   175,971 0 0
MAGELLAN HEALTH INC COM NEW 559079207 10,073 106,536 SH   SOLE   106,536 0 0
MACQUARIE INFRASTR HOLD LLC COMMON UNITS 55608B105 203 5,000 SH   SOLE   5,000 0 0
MISONIX INC COM 604871103 217 8,573 SH   SOLE   8,573 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 550 10,000 SH   SOLE   10,000 0 0
PACIFIC MERCANTILE BANCORP COM 694552100 7,464 810,446 SH   SOLE   810,446 0 0
PNM RES INC COM 69349H107 297 6,000 SH   SOLE   6,000 0 0
QAD INC CL A 74727D306 504 5,772 SH   SOLE   5,245 527 0
QAD INC CL B 74727D207 794 9,113 SH   SOLE   8,909 204 0
RELIANT BANCORP INC COM 75956B101 3,216 101,804 SH   SOLE   97,503 4,301 0
RETAIL PPTYS AMER INC CL A 76131V202 155 12,000 SH   SOLE   10,436 1,564 0
SELECT INTERIOR CONCEPTS INC CL A 816120307 5,823 403,831 SH   SOLE   354,350 49,481 0
SELECT BANCORP INC NEW COM 81617L108 11,057 641,013 SH   SOLE   538,755 102,258 0
SOLITON INC COM 834251100 187 9,182 SH   SOLE   7,780 1,402 0
STERLING BANCORP DEL COM 85917A100 16,790 672,664 SH   SOLE   575,000 97,664 0
STAMPS COM INC COM NEW 852857200 13,354 40,491 SH   SOLE   35,975 4,516 0
SEVERN BANCORP INC ANNAPOLIS COM 81811M100 4,168 332,920 SH   SOLE   326,078 6,842 0
TRILLIUM THERAPEUTICS INC COM NEW 89620X506 562 32,000 SH   SOLE   28,000 4,000 0
VINE ENERGY INC CL A 92735P103 16 1,000 SH   SOLE   1,000 0 0