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
AETNA INC NEW COM 00817Y108 28,706 156,437 SH   SOLE   156,437 0 0
AIR TRANSPORT SERVICES GRP INC COM 00922R105 28,817 1,275,660 SH   SOLE   1,275,660 0 0
AV HOMES INC COM 00234P102 8,957 418,569 SH   SOLE   418,569 0 0
BLACKROCK DEBT STRAT FD INC COM NEW 09255R202 1,920 171,735 SH   SOLE   171,735 0 0
BLUEKNIGHT ENERGY PARTNERS LP COM UNIT 09625U109 377 110,923 SH   SOLE   110,923 0 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 387 33,285 SH   SOLE   33,285 0 0
CAPITAL SOUTHWEST CORP COM 140501107 27,449 1,515,655 SH   SOLE   1,515,655 0 0
CELESTICA INC SUB VTG SHS 15101Q108 6,617 557,473 SH   SOLE   557,473 0 0
CONSTELLIUM NV CL A N22035104 4,515 438,333 SH   SOLE   438,333 0 0
COREPOINT LODGING INC COM 21872L104 13,623 526,000 SH   SOLE   526,000 0 0
CROWN CRAFTS INC COM 228309100 172 30,126 SH   SOLE   30,126 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 2,628 31,069 SH   SOLE   31,069 0 0
EDUCATION RLTY TR INC COM NEW 28140H203 15,226 366,902 SH   SOLE   366,902 0 0
EVERI HLDGS INC COM 30034T103 11,172 1,551,665 SH   SOLE   1,551,665 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109 7,828 1,491,017 SH   SOLE   1,491,017 0 0
JEFFERIES FINL GROUP INC COM 47233W109 10,087 443,559 SH   SOLE   443,559 0 0
NETSOL TECHNOLOGIES INC COM PAR $.001 64115A402 5,065 912,702 SH   SOLE   912,702 0 0
NII HLDGS INC COM PAR 62913F508 103 26,535 SH   SOLE   26,535 0 0
NXSTAGE MEDICAL INC COM 67072V103 6,316 226,363 SH   SOLE   226,363 0 0
OAKTREE STRATEGIC INCOME CORP COM 67402D104 937 110,210 SH   SOLE   110,210 0 0
PERCEPTRON INC COM 71361F100 9,949 943,023 SH   SOLE   943,023 0 0
RADNET INC COM 750491102 35,721 2,381,388 SH   SOLE   2,381,388 0 0
STAR GROUP L P UNIT LTD PARTNER 85512C105 20,627 2,104,773 SH   SOLE   2,104,773 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 69,367 3,151,603 SH   SOLE   3,151,603 0 0
TRIANGLE CAP CORP COM 895848109 1,884 163,824 SH   SOLE   163,824 0 0
VERIFONE SYS INC COM 92342Y109 8,656 379,324 SH   SOLE   379,324 0 0
VIAD CORP COM NEW 92552R406 76,408 1,408,442 SH   SOLE   1,408,442 0 0
XL GROUP LTD COM G98294104 9,623 171,992 SH   SOLE   171,992 0 0