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
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
ADVANSIX INC COM 00773T101 6,260 180,000 SH   SOLE 0 180,000 0 0
AVAYA HLDGS CORP COM 05351X101 6,552 292,500 SH   SOLE 0 292,500 0 0
BRIGHTHOUSE FINL INC COM 10922N103 3,598 70,000 SH   SOLE 0 70,000 0 0
CARS COM INC COM 14575E105 3,754 132,500 SH   SOLE 0 132,500 0 0
FS BANCORP INC COM 30263Y104 10,008 187,072 SH   SOLE 0 187,072 0 0
GREEN BRICK PARTNERS INC COM 392709101 7,663 703,069 SH   SOLE 0 703,069 0 0
INVITATION HOMES INC COM 46187W107 5,251 230,000 SH   SOLE 0 230,000 0 0
KIMBALL ELECTRONICS INC COM 49428J109 4,949 306,434 SH   SOLE 0 306,434 0 0
LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 531229888 8,847 387,700 SH   SOLE 0 387,700 0 0
NI HLDGS INC COM 65342T106 5,973 357,685 SH   SOLE 0 357,685 0 0
NUVECTRA CORP COM 67075N108 6,653 511,000 SH   SOLE 0 511,000 0 0
PROSHARES TR II SHT VIX ST TRM 74347W627 294 25,000 SH   SOLE 0 25,000 0 0
SIERRA ONCOLOGY INC COM 82640U107 414 200,000 SH   SOLE 0 200,000 0 0
SILICOM LTD ORD M84116108 6,203 180,268 SH   SOLE 0 180,268 0 0
TIER REIT INC COM NEW 88650V208 7,956 430,500 SH   SOLE 0 430,500 0 0
U S CONCRETE INC COM NEW 90333L201 3,171 52,500 SH   SOLE 0 52,500 0 0