The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ALLY FINL INC | COM | 02005N100 | 27,309 | 1,599,853 | SH | SOLE | 1,599,853 | 0 | 0 | ||
| AMBAC FINL GROUP INC | COM NEW | 023139884 | 13,187 | 801,169 | SH | SOLE | 801,169 | 0 | 0 | ||
| ASHFORD HOSPITALITY PRIME IN | COM | 044102101 | 32,956 | 2,330,726 | SH | SOLE | 2,330,726 | 0 | 0 | ||
| ASHFORD INC | COM | 044104107 | 426 | 8,510 | SH | SOLE | 8,510 | 0 | 0 | ||
| CABLE ONE INC | COM | 12685J105 | 5,774 | 11,290 | SH | SOLE | 11,290 | 0 | 0 | ||
| CARMIKE CINEMAS INC | COM | 143436400 | 4,096 | 135,999 | SH | SOLE | 135,999 | 0 | 0 | ||
| CHEMOURS CO | COM | 163851108 | 71,946 | 8,731,300 | SH | SOLE | 8,731,300 | 0 | 0 | ||
| CITIZENS FINL GROUP INC | COM | 174610105 | 36,741 | 1,838,884 | SH | SOLE | 1,838,884 | 0 | 0 | ||
| COMPX INTERNATIONAL INC | CL A | 20563P101 | 4,965 | 431,732 | SH | SOLE | 431,732 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 6,585 | 61,950 | SH | SOLE | 61,950 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | LILAC SHS CL A | G5480U138 | 3,226 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | LILAC SHS CL C | G5480U153 | 3,249 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 9,402 | 304,575 | SH | SOLE | 304,575 | 0 | 0 | ||
| MEREDITH CORP | COM | 589433101 | 10,313 | 198,667 | SH | SOLE | 198,667 | 0 | 0 | ||
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 1,319 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| NEWS CORP NEW | CL A | 65249B109 | 5,928 | 522,321 | SH | SOLE | 522,321 | 0 | 0 | ||
| NEWS CORP NEW | CL B | 65249B208 | 8,865 | 759,599 | SH | SOLE | 759,599 | 0 | 0 | ||
| NUVECTRA CORP | COM | 67075N108 | 404 | 54,611 | SH | SOLE | 54,611 | 0 | 0 | ||
| OCEAN SHORE HLDG CO NEW | COM | 67501R103 | 2,362 | 139,242 | SH | SOLE | 139,242 | 0 | 0 | ||
| OTELCO INC | CL A NEW | 688823301 | 521 | 124,055 | SH | SOLE | 124,055 | 0 | 0 | ||
| PJT PARTNERS INC | COM CL A | 69343T107 | 34,516 | 1,500,687 | SH | SOLE | 1,500,687 | 0 | 0 | ||
| QUORUM HEALTH CORP | COM | 74909E106 | 1,716 | 160,257 | SH | SOLE | 160,257 | 0 | 0 | ||
| SEARS HOMETOWN & OUTLET STOR | COM | 812362101 | 4,132 | 613,068 | SH | SOLE | 613,068 | 0 | 0 | ||
| SUNEDISON SEMICONDUCTOR LTD | SHS | Y8213L102 | 6,285 | 1,059,913 | SH | SOLE | 1,059,913 | 0 | 0 | ||
| TIER REIT INC | COM NEW | 88650V208 | 6,712 | 437,862 | SH | SOLE | 437,862 | 0 | 0 | ||
| TOWER INTL INC | COM | 891826109 | 2,913 | 141,529 | SH | SOLE | 141,529 | 0 | 0 | ||
| VEECO INSTRS INC DEL | COM | 922417100 | 2,484 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| WHITEWAVE FOODS CO | COM | 966244105 | 26,718 | 569,200 | SH | Call | SOLE | 569,200 | 0 | 0 | |