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
ALPHABET INC CAP STK CL A 02079K305 14,350 18,810 SH   OTR 1,2 0 18,810 0
ALPHABET INC CAP STK CL C 02079K107 9,727 13,057 SH   OTR 1,2 0 13,057 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 4,431 300,600 SH   OTR 1, 2 0 300,600 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 7,536 16,000 SH   OTR 1,2 0 16,000 0
CSW INDUSTRIALS INC COM 126402106 1,999 63,455 SH   OTR 1,2 0 63,455 0
FAMOUS DAVES AMER INC COM 307068106 3,867 634,919 SH   OTR 1,2 0 634,919 0
HILLTOP HOLDINGS INC COM 432748101 11,051 585,338 SH   OTR 1, 2 0 585,338 0
JAMBA INC COM NEW 47023A309 4,104 332,000 SH   OTR 1, 2 0 332,000 0
LUBYS INC COM 549282101 8,270 1,705,183 SH   OTR 1, 2 0 1,705,183 0
NVE CORP COM NEW 629445206 3,566 63,073 SH   OTR 1, 2 0 63,073 0
PICO HLDGS INC COM NEW 693366205 7,129 696,849 SH   OTR 1, 2 0 696,849 0
POPEYES LA KITCHEN INC COM 732872106 26,220 503,644 SH   OTR 1, 2 0 503,644 0
STAR GAS PARTNERS L P UNIT LTD PARTNR 85512C105 40,825 4,860,068 SH   OTR 1, 2 0 4,860,068 0
TANDY LEATHER FACTORY INC COM 87538X105 19,863 2,857,936 SH   OTR 1, 2 0 2,857,936 0
THESTREET INC COM 88368Q103 582 469,178 SH   OTR 1, 2 0 469,178 0
WMIH CORP COM 92936P100 951 406,596 SH   OTR 1,2 0 406,596 0