The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AGILYSYS INC | COM | 00847J105 | 496 | 48,621 | SH | SOLE | 48,621 | 0 | 0 | ||
| ALLY FINL INC | COM | 02005N100 | 29,949 | 1,599,853 | SH | SOLE | 1,599,853 | 0 | 0 | ||
| AMBAC FINL GROUP INC | COM NEW | 023139884 | 12,658 | 801,169 | SH | SOLE | 801,169 | 0 | 0 | ||
| ASHFORD HOSPITALITY PRIME IN | COM | 044102101 | 27,200 | 2,330,726 | SH | SOLE | 2,330,726 | 0 | 0 | ||
| ASHFORD INC | COM | 044104107 | 388 | 8,510 | SH | SOLE | 8,510 | 0 | 0 | ||
| AXIALL CORP | COM | 05463D100 | 7,129 | 326,414 | SH | SOLE | 326,414 | 0 | 0 | ||
| CABLE ONE INC | COM | 12685J105 | 4,935 | 11,290 | SH | SOLE | 11,290 | 0 | 0 | ||
| CHEMOURS CO | COM | 163851108 | 61,119 | 8,731,300 | SH | SOLE | 8,731,300 | 0 | 0 | ||
| CITIZENS FINL GROUP INC | COM | 174610105 | 38,525 | 1,838,884 | SH | SOLE | 1,838,884 | 0 | 0 | ||
| COMMVAULT SYSTEMS INC | COM | 204166102 | 1,697 | 39,300 | SH | Call | SOLE | 39,300 | 0 | 0 | |
| COMPX INTERNATIONAL INC | CL A | 20563P101 | 4,533 | 431,732 | SH | SOLE | 431,732 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 6,679 | 61,950 | SH | SOLE | 61,950 | 0 | 0 | ||
| KEYCORP NEW | COM | 493267108 | 1,863 | 168,789 | SH | SOLE | 168,789 | 0 | 0 | ||
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 3,028 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| NEWS CORP NEW | CL A | 65249B109 | 6,670 | 522,321 | SH | SOLE | 522,321 | 0 | 0 | ||
| NEWS CORP NEW | CL B | 65249B208 | 10,065 | 759,599 | SH | SOLE | 759,599 | 0 | 0 | ||
| NUVECTRA CORP | COM | 67075N108 | 1,318 | 243,691 | SH | SOLE | 243,691 | 0 | 0 | ||
| OCEAN SHORE HLDG CO NEW | COM | 67501R103 | 3,567 | 203,580 | SH | SOLE | 203,580 | 0 | 0 | ||
| OTELCO INC | CL A NEW | 688823301 | 645 | 124,055 | SH | SOLE | 124,055 | 0 | 0 | ||
| PJT PARTNERS INC | COM CL A | 69343T107 | 31,585 | 1,313,296 | SH | SOLE | 1,313,296 | 0 | 0 | ||
| SEARS HOMETOWN & OUTLET STOR | COM | 812362101 | 3,936 | 613,068 | SH | SOLE | 613,068 | 0 | 0 | ||
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 259 | 2,200 | SH | SOLE | 2,200 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 41,104 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 143,864 | 700,000 | SH | Put | SOLE | 700,000 | 0 | 0 | |
| SUNEDISON SEMICONDUCTOR LTD | SHS | Y8213L102 | 6,873 | 1,060,713 | SH | SOLE | 1,060,713 | 0 | 0 | ||
| TIER REIT INC | COM NEW | 88650V208 | 5,885 | 437,862 | SH | SOLE | 437,862 | 0 | 0 | ||
| TOWER INTL INC | COM | 891826109 | 4,625 | 170,029 | SH | SOLE | 170,029 | 0 | 0 | ||
| VARONIS SYS INC | COM | 922280102 | 5,166 | 283,061 | SH | SOLE | 283,061 | 0 | 0 | ||
| WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 15,953 | 134,442 | SH | SOLE | 134,442 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 1,943 | 97,712 | SH | SOLE | 97,712 | 0 | 0 | ||