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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
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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
AXOS FINANCIAL INC COM 05465C100   9,107,665 144,842 SH   SOLE   144,842 0 0
C & F FINL CORP COM 12466Q104   1,133,799 19,431 SH   SOLE   19,431 0 0
CAPITAL BANCORP INC MD COM 139737100   7,400,058 287,828 SH   SOLE   287,828 0 0
ENTERPRISE BANCORP INC MASS COM 293668109   2,226,366 69,661 SH   SOLE   69,661 0 0
FINANCIAL INSTNS INC COM 317585404   14,570,750 572,075 SH   SOLE   572,075 0 0
FIRST HORIZON CORPORATION COM 320517105   9,607,433 618,637 SH   SOLE   618,637 0 0
HAWTHORN BANCSHARES INC COM 420476103   10,200,045 407,513 SH   SOLE   407,513 0 0
HERITAGE COMM CORP COM 426927109   8,376,274 847,801 SH   SOLE   847,801 0 0
INDEPENDENT BK CORP MICH COM NEW 453838609   1,687,543 50,601 SH   SOLE   50,601 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   15,600 15,000 SH Put SOLE   15,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   5,060,798 10,369 SH   SOLE   10,369 0 0
ISHARES TR RUS 2000 VAL ETF 464287630   1,114,024 6,678 SH   SOLE   6,678 0 0
ISHARES TR 20 YR TR BD ETF 464287432   4,159,538 42,401 SH   SOLE   42,401 0 0
MERIDIAN CORPORATION COM 58958P104   12,972,938 1,026,340 SH   SOLE   1,026,340 0 0
NEXTERA ENERGY INC COM 65339F101   1,202,017 14,220 SH   SOLE   14,220 0 0
PARKE BANCORP INC COM 700885106   4,737,445 226,672 SH   SOLE   226,672 0 0
THIRD COAST BANCSHARES INC COM 88422P109   7,203,727 269,097 SH   SOLE   269,097 0 0
TRUIST FINL CORP COM 89832Q109   13,984,036 326,959 SH   SOLE   326,959 0 0
TRUIST FINL CORP COM 89832Q109   3,290,950 400,700 SH Call SOLE   400,700 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   11,595,021 21,974 SH   SOLE   21,974 0 0
WELLS FARGO CO NEW COM 949746101   83,500 10,000 SH Call SOLE   10,000 0 0
WELLS FARGO CO NEW COM 949746101   11,112,995 196,725 SH   SOLE   196,725 0 0