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
Expires: July 31, 2015
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
BANKFINANCIAL CORP COM 06643P104 7,462,650 645,000 SH SOLE 645,000 0 0
BERKSHIRE HILLS BANCORP INC COM 084680107 15,618,625 623,747 SH SOLE 623,747 0 0
CITIZENS FINANCIAL GROUP COM 174610105 12,328,625 275,500 SH SOLE 275,500 0 0
FIRST FOUNDATION INC COM 32026V104 34,518,549 6,768,343 SH SOLE 6,768,343 0 0
GERMAN AMERICAN BANCORP COM 373865104 6,310,403 163,864 SH SOLE 163,864 0 0
GLACIER BANCORP INC COM 37637Q105 15,796,014 366,667 SH SOLE 366,667 0 0
LINKBANCORP INC COM 53578P105 3,282,190 449,000 SH SOLE 449,000 0 0
MERIDIAN CORP COM 58958P104 8,395,231 651,298 SH SOLE 651,298 0 0
PEAPACK GLADSTONE FINL CORP COM 704699107 10,690,252 378,416 SH SOLE 378,416 0 0
SB FINANCIAL GROUP INC COM 78408D105 6,738,767 352,815 SH SOLE 352,815 0 0
SOUTHERN STATES BANCSHARES COM 843878307 28,816,897 792,326 SH SOLE 792,326 0 0
US BANCORP COM NEW 902973304 4,525,000 100,000 SH SOLE 100,000 0 0
VIRGINIA NATIONAL BANKSHARES COM 928031103 4,771,261 128,953 SH SOLE 128,953 0 0
WEBSTER FINANCIAL CORP COM 947890109 7,620,904 139,577 SH SOLE 139,577 0 0
WESTERN NEW ENGLAND BANCORP COM 958892101 7,989,165 865,565 SH SOLE 865,565 0 0