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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMERIS BANCORP COM 03076K108   5,131,500 150,000 SH   SOLE   150,000 0 0
AXOS FINANCIAL INC COM 05465C100   10,271,478 260,433 SH   SOLE   260,433 0 0
BANC OF CALIFORNIA INC COM 05990K106   4,356,072 376,172 SH   SOLE   376,172 0 0
BANK AMERICA CORP COM 060505104   12,003,294 418,379 SH   SOLE   418,379 0 0
CADENCE BANK COM 12740C103   13,236,594 673,961 SH   SOLE   673,961 0 0
CITIZENS FINL GROUP INC COM 174610105   10,691,131 409,936 SH   SOLE   409,936 0 0
CNB FINL CORP PA COM 126128107   4,087,352 231,578 SH   SOLE   231,578 0 0
COLUMBIA BKG SYS INC COM 197236102   17,430,660 859,500 SH   SOLE   859,500 0 0
COMERICA INC COM 200340107   17,764,725 419,375 SH   SOLE   419,375 0 0
EAST WEST BANCORP INC COM 27579R104   14,858,537 281,465 SH   SOLE   281,465 0 0
F N B CORP COM 302520101   12,832,145 1,121,691 SH   SOLE   1,121,691 0 0
FIRST BANCORP P R COM NEW 318672706   10,875,360 889,964 SH   SOLE   889,964 0 0
FIRST BANCSHARES INC MS COM 318916103   7,786,781 301,346 SH   SOLE   301,346 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   16,492,333 12,850 SH   SOLE   12,850 0 0
FIRST INTERNET BANCORP COM 320557101   4,383,438 295,181 SH   SOLE   295,181 0 0
HANCOCK WHITNEY CORPORATION COM 410120109   8,696,371 226,586 SH   SOLE   226,586 0 0
HANMI FINL CORP COM NEW 410495204   5,547,316 371,555 SH   SOLE   371,555 0 0
HERITAGE COMM CORP COM 426927109   9,090,430 1,097,878 SH   SOLE   1,097,878 0 0
LAKELAND BANCORP INC COM 511637100   2,676,782 199,909 SH   SOLE   199,909 0 0
M & T BK CORP COM 55261F104   7,536,984 60,900 SH   SOLE   60,900 0 0
MERCANTILE BK CORP COM 587376104   6,158,514 222,973 SH   SOLE   222,973 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   7,639,828 679,700 SH   SOLE   679,700 0 0
OFG BANCORP COM 67103X102   11,808,763 452,790 SH   SOLE   452,790 0 0
OLD SECOND BANCORP INC ILL COM 680277100   12,824,123 981,939 SH   SOLE   981,939 0 0
OP BANCORP COM 67109R109   4,349,484 515,953 SH   SOLE   515,953 0 0
PACIFIC PREMIER BANCORP COM 69478X105   12,911,537 624,349 SH   SOLE   624,349 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404   14,533,197 264,288 SH   SOLE   264,288 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   13,460,907 755,382 SH   SOLE   755,382 0 0
SEACOAST BKG CORP FLA COM NEW 811707801   4,741,201 214,534 SH   SOLE   214,534 0 0
SOUTHSTATE CORPORATION COM 840441109   6,024,122 91,552 SH   SOLE   91,552 0 0
STELLAR BANCORP INC COM 858927106   13,127,392 573,499 SH   SOLE   573,499 0 0
SYNOVUS FINL CORP COM NEW 87161C501   16,957,122 560,566 SH   SOLE   560,566 0 0
TEXAS CAP BANCSHARES INC COM 88224Q107   5,973,176 115,984 SH   SOLE   115,984 0 0
WEBSTER FINL CORP COM 947890109   18,259,222 483,688 SH   SOLE   483,688 0 0
WESTERN ALLIANCE BANCORP COM 957638109   19,604,740 537,558 SH   SOLE   537,558 0 0
WINTRUST FINL CORP COM 97650W108   14,876,933 204,860 SH   SOLE   204,860 0 0
ZIONS BANCORPORATION N A COM 989701107   7,414,139 276,029 SH   SOLE   276,029 0 0