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
ASSOCIATED BANC CORP COM 045487105 2,340 85,700 SH   SOLE 0 85,700 0 0
BANK HAWAII CORP COM 062540109 2,920 35,000 SH   SOLE 0 35,000 0 0
BANK OF THE OZARKS COM 063904106 4,639 103,000 SH   SOLE 0 103,000 0 0
BB&T CORP COM 054937107 4,792 95,000 SH   SOLE 0 95,000 0 0
BOK FINL CORP COM NEW 05561Q201 3,008 32,000 SH   SOLE 0 32,000 0 0
CITIZENS FINL GROUP INC COM 174610105 2,334 60,000 SH   SOLE 0 60,000 0 0
COMERICA INC CALL 200340907 4,182 46,000 SH   SOLE 0 46,000 0 0
CULLEN FROST BANKERS INC COM 229899109 1,948 18,000 SH   SOLE 0 18,000 0 0
FIFTH THIRD BANCORP COM 316773100 4,736 165,000 SH   SOLE 0 165,000 0 0
FNB CORP PA COM 302520101 1,879 140,000 SH   SOLE 0 140,000 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 2,333 50,000 SH   SOLE 0 50,000 0 0
IBERIABANK CORP COM 450828108 4,169 55,000 SH   SOLE 0 55,000 0 0
M & T BK CORP COM 55261F104 2,552 15,000 SH   SOLE 0 15,000 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 4,613 255,000 SH   SOLE 0 255,000 0 0
PROSPERITY BANCSHARES INC COM 743606105 1,376 20,126 SH   SOLE 0 20,126 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 4,476 35,000 SH   SOLE 0 35,000 0 0
UMB FINL CORP COM 902788108 2,126 27,895 SH   SOLE 0 27,895 0 0
WASHINGTON FED INC COM 938824109 1,962 60,000 SH   SOLE 0 60,000 0 0