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
AVAYA HLDGS CORP COM 05351X101 4,014 275,658 SH   SOLE 0 275,658 0 0
CONTURA ENERGY INC COM 21241B100 3,320 50,500 SH   SOLE 0 50,500 0 0
FRONTDOOR INC COM 35905A109 1,015 38,148 SH   SOLE 0 38,148 0 0
FS BANCORP INC COM 30263Y104 3,666 85,500 SH   SOLE 0 85,500 0 0
GREEN BRICK PARTNERS INC COM 392709101 2,585 357,000 SH   SOLE 0 357,000 0 0
INVITATION HOMES INC COM 46187W107 452 22,500 SH   SOLE 0 22,500 0 0
KIMBALL ELECTRONICS INC COM 49428J109 387 25,000 SH   SOLE 0 25,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 531229888 4,960 199,278 SH   SOLE 0 199,278 0 0
MERCANTIL BK HLDG CORP CL A NEW 58734F305 653 50,200 SH   SOLE 0 50,200 0 0
MID SOUTHERN BANCORP INC COM 59548Q107 402 34,784 SH   SOLE 0 34,784 0 0
NI HLDGS INC COM 65342T106 3,459 219,919 SH   SOLE 0 219,919 0 0
NVENT ELECTRIC PLC SHS G6700G107 1,231 54,789 SH   SOLE 0 54,789 0 0
SILICOM LTD ORD M84116108 3,984 114,032 SH   SOLE 0 114,032 0 0
TIER REIT INC COM NEW 88650V208 5,524 267,763 SH   SOLE 0 267,763 0 0
VIRTUS INVT PARTNERS INC COM 92828Q109 715 9,000 SH   SOLE 0 9,000 0 0
WYNDHAM HOTELS &RESORTS INC COM 98311A105 3,856 85,000 SH   SOLE 0 85,000 0 0