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
AEGON N V NY REGISTRY SHS 007924103 14,201 5,703,266 SH   SOLE 0 5,703,266 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 14,716 75,670 SH   SOLE 0 75,670 0 0
ALLY FINL INC COM 02005N100 14,706 1,019,134 SH   SOLE 0 1,019,134 0 0
AMAZON COM INC COM 023135106 232 119 SH   SOLE 0 119 0 0
AMERICAN EXPRESS CO COM 025816109 21,373 249,660 SH   SOLE 0 249,660 0 0
ANDERSONS INC COM 034164103 16,736 892,584 SH   SOLE 0 892,584 0 0
APPLE INC COM 037833100 747 2,936 SH   SOLE 0 2,936 0 0
ARDAGH GROUP S A CL A L0223L101 18,321 1,544,767 SH   SOLE 0 1,544,767 0 0
ARDMORE SHIPPING CORP COM Y0207T100 7,773 1,480,514 SH   SOLE 0 1,480,514 0 0
AT&T INC COM 00206R102 293 10,044 SH   SOLE 0 10,044 0 0
ATLAS CORP SHS ADDED Y0436Q109 1,707 221,927 SH   SOLE 0 221,927 0 0
AUTONATION INC COM 05329W102 20,136 717,611 SH   SOLE 0 717,611 0 0
AUTOZONE INC COM 053332102 8,864 10,478 SH   SOLE 0 10,478 0 0
BANK NEW YORK MELLON CORP COM 064058100 17,077 507,038 SH   SOLE 0 507,038 0 0
BAUSCH HEALTH COS INC COM 071734107 17,634 1,137,677 SH   SOLE 0 1,137,677 0 0
BEACON ROOFING SUPPLY INC COM 073685109 6,548 395,871 SH   SOLE 0 395,871 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 7,616 28 SH   SOLE 0 28 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 50,770 277,687 SH   SOLE 0 277,687 0 0
BLACKBERRY LTD COM 09228F103 8,758 2,120,508 SH   SOLE 0 2,120,508 0 0
BRIGHTHOUSE FINL INC COM 10922N103 11,002 455,184 SH   SOLE 0 455,184 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 14,014 316,692 SH   SOLE 0 316,692 0 0
BROOKFIELD PPTY REIT INC CL A 11282X103 17,289 2,036,409 SH   SOLE 0 2,036,409 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 4,946 869,274 SH   SOLE 0 869,274 0 0
CENTERSTATE BK CORP COM 15201P109 16,151 937,357 SH   SOLE 0 937,357 0 0
CENTRAL VALLEY CMNTY BANCORP COM 155685100 8,692 666,542 SH   SOLE 0 666,542 0 0
CHEMOURS CO COM 163851108 8,881 1,001,268 SH   SOLE 0 1,001,268 0 0
CINCINNATI BELL INC NEW PFD CV DEP1/20 171871403 8,401 190,723 SH   SOLE 0 190,723 0 0
CLEARWATER PAPER CORP COM 18538R103 16,339 749,149 SH   SOLE 0 749,149 0 0
CNA FINL CORP COM 126117100 30,467 981,547 SH   SOLE 0 981,547 0 0
CNO FINL GROUP INC COM 12621E103 3,606 291,039 SH   SOLE 0 291,039 0 0
COLFAX CORP COM 194014106 7,221 364,715 SH   SOLE 0 364,715 0 0
COLONY CAP INC NEW CL A COM 19626G108 15,939 9,108,221 SH   SOLE 0 9,108,221 0 0
COMCAST CORP NEW CL A 20030N101 9,875 287,238 SH   SOLE 0 287,238 0 0
CONSOLIDATED COMM HLDGS INC COM 209034107 20,736 4,557,443 SH   SOLE 0 4,557,443 0 0
COUSINS PPTYS INC COM NEW 222795502 798 27,276 SH   SOLE 0 27,276 0 0
COVETRUS INC COM 22304C100 7,069 868,473 SH   SOLE 0 868,473 0 0
CROWN HLDGS INC COM 228368106 22,658 390,387 SH   SOLE 0 390,387 0 0
DARLING INGREDIENTS INC COM 237266101 11,559 602,988 SH   SOLE 0 602,988 0 0
DISCOVERY INC COM SER C 25470F302 36,470 2,079,274 SH   SOLE 0 2,079,274 0 0
DISNEY WALT CO COM DISNEY 254687106 265 2,742 SH   SOLE 0 2,742 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100 3,110 590,074 SH   SOLE 0 590,074 0 0
DORIAN LPG LTD SHS USD Y2106R110 5,850 671,618 SH   SOLE 0 671,618 0 0
DOW INC COM 260557103 17,283 591,063 SH   SOLE 0 591,063 0 0
DUPONT DE NEMOURS INC COM 26614N102 22,286 653,549 SH   SOLE 0 653,549 0 0
FEDEX CORP COM 31428X106 23,967 197,652 SH   SOLE 0 197,652 0 0
FRANKLIN STR PPTYS CORP COM 35471R106 10,586 1,847,491 SH   SOLE 0 1,847,491 0 0
GABELLI GLB SML & MD CP VAL COM 36249W104 1,475 202,953 SH   SOLE 0 202,953 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 7,761 50,206 SH   SOLE 0 50,206 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109 4,937 594,806 SH   SOLE 0 594,806 0 0
GREEN PLAINS INC COM 393222104 7,398 1,525,416 SH   SOLE 0 1,525,416 0 0
GREEN PLAINS INC NOTE 4.125% 9/0 393222AF1 171 244,000 SH   SOLE 0 244,000 0 0
GREIF INC CL A 397624107 14,979 481,801 SH   SOLE 0 481,801 0 0
GUARDION HEALTH SCIENCES INC COM NEW 40145Q203 12 26,432 SH   SOLE 0 26,432 0 0
ISHARES TR CORE S&P SCP ETF 464287804 238 4,250 SH   SOLE 0 4,250 0 0
ISHARES TR RUS MDCP VAL ETF 464287473 498 7,775 SH   SOLE 0 7,775 0 0
ISHARES TR RUS MID CAP ETF 464287499 1,448 33,548 SH   SOLE 0 33,548 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 443 3,867 SH   SOLE 0 3,867 0 0
ISHARES TR S&P MC 400GR ETF 464287606 329 1,844 SH   SOLE 0 1,844 0 0
ISTAR INC COM 45031U101 18,555 1,748,842 SH   SOLE 0 1,748,842 0 0
ITERIS INC COM 46564T107 1,478 461,784 SH   SOLE 0 461,784 0 0
JEFFERIES FINL GROUP INC COM 47233W109 24,486 1,791,212 SH   SOLE 0 1,791,212 0 0
JOHNSON & JOHNSON COM 478160104 4,036 30,777 SH   SOLE 0 30,777 0 0
JPMORGAN CHASE & CO COM 46625H100 21,165 235,091 SH   SOLE 0 235,091 0 0
KIMCO RLTY CORP COM 49446R109 8,591 888,446 SH   SOLE 0 888,446 0 0
KROGER CO COM 501044101 23,624 784,338 SH   SOLE 0 784,338 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 208 1,944 SH   SOLE 0 1,944 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 489 4,413 SH   SOLE 0 4,413 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 19 1,123 SH   SOLE 0 1,123 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 20,705 1,317,924 SH   SOLE 0 1,317,924 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 11,909 1,160,680 SH   SOLE 0 1,160,680 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 248 7,834 SH   SOLE 0 7,834 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 133 4,893 SH   SOLE 0 4,893 0 0
LOEWS CORP COM 540424108 18,556 532,768 SH   SOLE 0 532,768 0 0
MCDONALDS CORP COM 580135101 212 1,285 SH   SOLE 0 1,285 0 0
MERCK & CO. INC COM 58933Y105 1,289 16,750 SH   SOLE 0 16,750 0 0
METLIFE INC COM 59156R108 22,678 741,825 SH   SOLE 0 741,825 0 0
MICROSOFT CORP COM 594918104 856 5,429 SH   SOLE 0 5,429 0 0
NEUBERGER BERMAN MLP AND ENR COM 64129H104 5,213 2,758,105 SH   SOLE 0 2,758,105 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 12,673 1,349,672 SH   SOLE 0 1,349,672 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 16,414 284,321 SH   SOLE 0 284,321 0 0
NN INC COM 629337106 4,333 2,504,827 SH   SOLE 0 2,504,827 0 0
NUVEEN CR STRATEGIES INCOME COM SHS 67073D102 393 69,310 SH   SOLE 0 69,310 0 0
OAKTREE SPECIALTY LENDING CO COM 67401P108 15,031 4,639,304 SH   SOLE 0 4,639,304 0 0
OAKTREE STRATEGIC INCOME COR COM 67402D104 5,169 932,969 SH   SOLE 0 932,969 0 0
O-I GLASS INC COM 67098H104 19,108 2,687,439 SH   SOLE 0 2,687,439 0 0
OLD NATL BANCORP IND COM 680033107 14,284 1,082,935 SH   SOLE 0 1,082,935 0 0
PARK HOTELS RESORTS INC COM 700517105 7,446 941,314 SH   SOLE 0 941,314 0 0
PARK OHIO HLDGS CORP COM 700666100 14,596 770,639 SH   SOLE 0 770,639 0 0
PBF ENERGY INC CL A 69318G106 9,472 1,337,815 SH   SOLE 0 1,337,815 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 16,740 597,870 SH   SOLE 0 597,870 0 0
PEOPLES BANCORP INC COM 709789101 6,960 314,242 SH   SOLE 0 314,242 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 9,034 511,562 SH   SOLE 0 511,562 0 0
PROSPERITY BANCSHARES INC COM 743606105 19,079 395,428 SH   SOLE 0 395,428 0 0
REDWOOD TR INC NOTE 4.750% 8/1 758075AC9 5,162 7,886,000 SH   SOLE 0 7,886,000 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 24,696 1,202,924 SH   SOLE 0 1,202,924 0 0
RESOLUTE FST PRODS INC COM 76117W109 1,830 1,452,101 SH   SOLE 0 1,452,101 0 0
RITE AID CORP COM 767754872 294 19,617 SH   SOLE 0 19,617 0 0
ROYCE GLOBAL VALUE TR INC COM 78081T104 2,575 320,252 SH   SOLE 0 320,252 0 0
RUSH ENTERPRISES INC CL A 781846209 8,301 260,044 SH   SOLE 0 260,044 0 0
RUSH ENTERPRISES INC CL B 781846308 9,428 309,013 SH   SOLE 0 309,013 0 0
SEABOARD CORP COM 811543107 3,536 1,257 SH   SOLE 0 1,257 0 0
SEACOR HOLDINGS INC COM 811904101 1,240 45,982 SH   SOLE 0 45,982 0 0
SEACOR MARINE HLDGS INC COM 78413P101 3,349 764,713 SH   SOLE 0 764,713 0 0
SIERRA BANCORP COM 82620P102 7,010 398,777 SH   SOLE 0 398,777 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 191 11,875 SH   SOLE 0 11,875 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 1,354 37,234 SH   SOLE 0 37,234 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 16,118 961,678 SH   SOLE 0 961,678 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 7,492 520,279 SH   SOLE 0 520,279 0 0
TENNECO INC CL A VTG COM STK 880349105 4,198 1,166,092 SH   SOLE 0 1,166,092 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 8,410 936,490 SH   SOLE 0 936,490 0 0
TRAVELERS COMPANIES INC COM 89417E109 4,047 40,737 SH   SOLE 0 40,737 0 0
U.S. AUTO PARTS NETWORK INC COM 90343C100 33 18,998 SH   SOLE 0 18,998 0 0
UNITED NAT FOODS INC COM 911163103 14,204 1,547,242 SH   SOLE 0 1,547,242 0 0
VALERO ENERGY CORP COM 91913Y100 14,553 320,823 SH   SOLE 0 320,823 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 441 6,315 SH   SOLE 0 6,315 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 18,816 350,190 SH   SOLE 0 350,190 0 0
VISA INC COM CL A 92826C839 254 1,575 SH   SOLE 0 1,575 0 0
VORNADO RLTY TR SH BEN INT 929042109 17,250 476,382 SH   SOLE 0 476,382 0 0
WASHINGTON PRIME GROUP NEW COM 93964W108 4,213 5,233,190 SH   SOLE 0 5,233,190 0 0
WELLS FARGO CO NEW COM 949746101 9,865 343,743 SH   SOLE 0 343,743 0 0
WESTROCK CO COM 96145D105 22,814 807,290 SH   SOLE 0 807,290 0 0
WIDEOPENWEST INC COM 96758W101 17,414 3,658,365 SH   SOLE 0 3,658,365 0 0