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 5,432 160,000 SH   SOLE 0 160,000 0 0
AVAYA HLDGS CORP COM 05351X101 10,117 456,950 SH   SOLE 0 456,950 0 0
BLUELINX HLDGS INC COM NEW 09624H208 630 20,000 SH   SOLE 0 20,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103 4,225 95,500 SH   SOLE 0 95,500 0 0
CARS COM INC COM 14575E105 1,726 62,500 SH   SOLE 0 62,500 0 0
FS BANCORP INC COM 30263Y104 10,104 181,342 SH   SOLE 0 181,342 0 0
GREEN BRICK PARTNERS INC COM 392709101 8,369 828,624 SH   SOLE 0 828,624 0 0
INVITATION HOMES INC COM 46187W107 4,823 210,500 SH   SOLE 0 210,500 0 0
KIMBALL ELECTRONICS INC COM 49428J109 4,925 250,657 SH   SOLE 0 250,657 0 0
LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 531229888 10,905 400,200 SH   SOLE 0 400,200 0 0
MID SOUTHERN BANCORP INC COM 59548Q107 646 49,858 SH   SOLE 0 49,858 0 0
NI HLDGS INC COM 65342T106 6,034 357,685 SH   SOLE 0 357,685 0 0
NVENT ELECTRIC PLC SHS G6700G107 6,518 240,000 SH   SOLE 0 240,000 0 0
PROSHARES TR II SHT VIX ST TRM 74347W130 660 11,175 SH   SOLE 0 11,175 0 0
SILICOM LTD ORD M84116108 5,720 141,019 SH   SOLE 0 141,019 0 0
TIER REIT INC COM NEW 88650V208 8,194 340,000 SH   SOLE 0 340,000 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 8,891 160,000 SH   SOLE 0 160,000 0 0