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 5,037 137,500 SH   SOLE 0 137,500 0 0
AVAYA HLDGS CORP COM 05351X101 8,162 406,450 SH   SOLE 0 406,450 0 0
BRIGHTHOUSE FINL INC COM 10922N103 1,142 28,500 SH   SOLE 0 28,500 0 0
CARS COM INC COM 14575E105 3,194 112,500 SH   SOLE 0 112,500 0 0
FS BANCORP INC COM 30263Y104 11,706 185,072 SH   SOLE 0 185,072 0 0
GREEN BRICK PARTNERS INC COM 392709101 7,974 813,624 SH   SOLE 0 813,624 0 0
INVITATION HOMES INC COM 46187W107 5,661 245,500 SH   SOLE 0 245,500 0 0
KIMBALL ELECTRONICS INC COM 49428J109 5,160 281,964 SH   SOLE 0 281,964 0 0
LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 531229888 10,349 400,200 SH   SOLE 0 400,200 0 0
NI HLDGS INC COM 65342T106 6,063 357,685 SH   SOLE 0 357,685 0 0
NUVECTRA CORP COM 67075N108 5,605 273,000 SH   SOLE 0 273,000 0 0
NVENT ELECTRIC PLC COM G6700G107 7,530 300,000 SH   SOLE 0 300,000 0 0
PROSHARES TR II SHT VIX ST TRM 74347W627 569 44,700 SH   SOLE 0 44,700 0 0
SILICOM LTD ORD M84116108 5,424 141,019 SH   SOLE 0 141,019 0 0
TIER REIT INC COM NEW 88650V208 8,085 340,000 SH   SOLE 0 340,000 0 0
U S CONCRETE INC COM NEW 90333L201 1,793 34,150 SH   SOLE 0 34,150 0 0