SECOND CURVE CAPITAL LLC Information

237 PARK AVENUE, NEW YORK, New York, 10017, (646) 563-7635

Report Date: 03/31/2013

Position Statistics:

Total Positions 28
New Positions 2
Increased Positions 13
Decreased Positions 9
Positions with Activity 22
Sold Out Positions 4
Total Mkt Value
(in $ millions)
398

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 100%
Healthcare
Services
Technology
Transportation
Utilities

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

9 DECREASED Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
UNITED CMNTY BKS BLAIRSVLE GA COM 28,147 -593 (2.06) 2,420,170
EVERBANK FINL CORP COM 17,569 -3,080 (14.92) 1,066,735
TAYLOR CAP GROUP INC COM 15,505 -14,917 (49.03) 959,451
CAPITAL CITY BK GROUP INC COM 5,851 -261 (4.28) 500,983
SUFFOLK BANCORP COM 3,148 -965 (23.46) 196,983
BANNER CORP COM NEW -24,753 Sold Out 0
HILLTOP HOLDINGS INC COM -9,125 Sold Out 0
MERCANTILE BANK CORP COM -3,191 Sold Out 0
REGIONS FINL CORP NEW COM -2,760 Sold Out 0

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