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
AERCAP HOLDINGS NV SHS COMMON N00985106 28,991 202,000 SH SOLE 202,000 0 0
AERSALE CORP COMMON 00810F106 24,577 4,690,176 SH SOLE 4,690,176 0 0
ALERUS FINANCIAL CORP COMMON 01446U103 13,172 417,108 SH SOLE 417,108 0 0
BOGOTA FINANCIAL CORP COMMON 097235105 3,784 418,135 SH SOLE 418,135 0 0
BROADWAY FINANCIAL CORP/DE COMMON 111444709 7,086 598,964 SH SOLE 598,964 0 0
CB FINL SVCS INC COM COMMON 12479G101 6,310 171,377 SH SOLE 171,377 0 0
FIRST CAROLINA FINANCIAL SER COMMON 31943F200 8,334 659,835 SH SOLE 659,835 0 0
Green Dot Corp COMMON 39304D102 17,819 1,448,696 SH SOLE 1,448,696 0 0
MAGYAR BANCORP INC COM COMMON 55977T208 5,464 286,816 SH SOLE 286,816 0 0
NI HOLDINGS INC COMMON 65342T106 23,922 1,603,345 SH SOLE 1,603,345 0 0
OPPFI INC COMMON 68386H103 14,795 2,453,551 SH SOLE 2,453,551 0 0
PARKE BANCORP INC COMMON 700885106 9,030 276,133 SH SOLE 276,133 0 0
PIONEER BANCORP INC/NY COMMON 723561106 33,036 1,860,111 SH SOLE 1,860,111 0 0
PONCE FINANCIAL GROUP INC COMMON 732344106 36,102 1,810,519 SH SOLE 1,810,519 0 0
PROVIDENT FINL HLDGS INC COM COMMON 743868101 3,508 194,661 SH SOLE 194,661 0 0
RHINEBECK BANCORP INC COMMON 762093201 7,708 607,402 SH SOLE 607,402 0 0
RIVER CITY BANK/CA COMMON 76803X106 17,372 339,295 SH SOLE 339,295 0 0
SECURITY NATL FINL CORP CL A NEW COMMON 814785309 19,236 2,211,079 SH SOLE 2,211,079 0 0
SUMMIT STATE BANK COMMON 866264203 4,409 358,778 SH SOLE 358,778 0 0
WEST COAST COMMUNITY BANCORP COMMON 952170108 2,690 44,540 SH SOLE 44,540 0 0
Willis Lease Finance Corp COMMON 970646105 103,996 2,083,661 SH SOLE 2,083,661 0 0