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 26,767 6,481,162 SH   SOLE 0 6,481,162 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 14,465 86,499 SH   SOLE 0 86,499 0 0
ALLERGAN PLC SHS G0177J108 46,560 276,667 SH   SOLE 0 276,667 0 0
ALLY FINL INC COM 02005N100 28,340 854,651 SH   SOLE 0 854,651 0 0
AMAZON COM INC COM 023135106 215 124 SH   SOLE 0 124 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 167 11,270 SH   SOLE 0 11,270 0 0
AMERICAN EXPRESS CO COM 025816109 29,727 251,331 SH   SOLE 0 251,331 0 0
ANDERSONS INC COM 034164103 11,626 518,317 SH   SOLE 0 518,317 0 0
APPLE INC COM 037833100 607 2,710 SH   SOLE 0 2,710 0 0
ARDAGH GROUP S A CL A L0223L101 25,294 1,613,125 SH   SOLE 0 1,613,125 0 0
ARDMORE SHIPPING CORP COM Y0207T100 7,177 1,072,833 SH   SOLE 0 1,072,833 0 0
AT&T INC COM 00206R102 366 9,667 SH   SOLE 0 9,667 0 0
AUTONATION INC COM 05329W102 37,234 734,407 SH   SOLE 0 734,407 0 0
AUTOZONE INC COM 053332102 18,789 17,323 SH   SOLE 0 17,323 0 0
BANK AMER CORP COM 060505104 283 9,712 SH   SOLE 0 9,712 0 0
BANK NEW YORK MELLON CORP COM 064058100 24,481 541,497 SH   SOLE 0 541,497 0 0
BAUSCH HEALTH COS INC COM 071734107 26,580 1,216,493 SH   SOLE 0 1,216,493 0 0
BEACON ROOFING SUPPLY INC COM 073685109 15,760 470,032 SH   SOLE 0 470,032 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 10,602 34 SH   SOLE 0 34 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 59,354 285,327 SH   SOLE 0 285,327 0 0
BLACKROCK LTD DURATION INC T COM SHS 09249W101 9,112 582,960 SH   SOLE 0 582,960 0 0
BRIGHTHOUSE FINL INC COM 10922N103 15,157 374,522 SH   SOLE 0 374,522 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 21,414 403,360 SH   SOLE 0 403,360 0 0
BROOKFIELD PROPERTY REIT INC CL A 11282X103 37,041 1,816,650 SH   SOLE 0 1,816,650 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 8,570 962,976 SH   SOLE 0 962,976 0 0
CENTERSTATE BK CORP COM 15201P109 11,580 482,798 SH   SOLE 0 482,798 0 0
CENTRAL VALLEY CMNTY BANCORP COM 155685100 11,835 581,566 SH   SOLE 0 581,566 0 0
CHEMOURS CO COM 163851108 15,750 1,054,200 SH   SOLE 0 1,054,200 0 0
CINCINNATI BELL INC NEW COM NEW 171871502 8,598 1,695,950 SH   SOLE 0 1,695,950 0 0
CINCINNATI BELL INC NEW PFD CV DEP1/20 171871403 5,112 157,303 SH   SOLE 0 157,303 0 0
CLEARWATER PAPER CORP COM 18538R103 18,171 860,368 SH   SOLE 0 860,368 0 0
CNA FINL CORP COM 126117100 49,320 1,001,422 SH   SOLE 0 1,001,422 0 0
CNO FINL GROUP INC COM 12621E103 4,778 301,826 SH   SOLE 0 301,826 0 0
COLFAX CORP COM 194014106 24,188 832,360 SH   SOLE 0 832,360 0 0
COLONY CAP INC NEW CL A COM 19626G108 56,775 9,431,082 SH   SOLE 0 9,431,082 0 0
COMCAST CORP NEW CL A 20030N101 13,434 298,014 SH   SOLE 0 298,014 0 0
CONSOLIDATED COMM HLDGS INC COM 209034107 18,944 3,979,791 SH   SOLE 0 3,979,791 0 0
COUSINS PPTYS INC COM NEW 222795502 1,117 29,706 SH   SOLE 0 29,706 0 0
COVETRUS INC COM 22304C100 3,239 272,437 SH   SOLE 0 272,437 0 0
CROWN HOLDINGS INC COM 228368106 36,941 559,208 SH   SOLE 0 559,208 0 0
DARLING INGREDIENTS INC COM 237266101 14,058 734,848 SH   SOLE 0 734,848 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 3,087 555,198 SH   SOLE 0 555,198 0 0
DISCOVERY INC COM SER C 25470F302 52,483 2,131,738 SH   SOLE 0 2,131,738 0 0
DISNEY WALT CO COM DISNEY 254687106 239 1,833 SH   SOLE 0 1,833 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100 5,350 434,289 SH   SOLE 0 434,289 0 0
DORIAN LPG LTD SHS USD Y2106R110 7,236 698,497 SH   SOLE 0 698,497 0 0
DOW INC COM 260557103 23,082 484,398 SH   SOLE 0 484,398 0 0
DUPONT DE NEMOURS INC COM 26614N102 13,860 194,366 SH   SOLE 0 194,366 0 0
ELEMENT SOLUTIONS INC COM 28618M106 9,637 946,620 SH   SOLE 0 946,620 0 0
FEDEX CORP COM 31428X106 22,273 153,006 SH   SOLE 0 153,006 0 0
FRANKLIN STREET PPTYS CORP COM 35471R106 14,727 1,740,808 SH   SOLE 0 1,740,808 0 0
GABELLI GLB SML & MD CP VAL COM 36249W104 1,700 152,739 SH   SOLE 0 152,739 0 0
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 36465A109 44 10,000 SH   SOLE 0 10,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 8,936 43,123 SH   SOLE 0 43,123 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109 8,304 794,660 SH   SOLE 0 794,660 0 0
GREEN PLAINS INC COM 393222104 15,424 1,455,826 SH   SOLE 0 1,455,826 0 0
ISHARES TR CORE S&P SCP ETF 464287804 331 4,250 SH   SOLE 0 4,250 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 431 3,610 SH   SOLE 0 3,610 0 0
ISHARES TR RUS MDCP VAL ETF 464287473 697 7,775 SH   SOLE 0 7,775 0 0
ISHARES TR RUS MID CAP ETF 464287499 1,844 32,960 SH   SOLE 0 32,960 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 550 3,635 SH   SOLE 0 3,635 0 0
ISHARES TR S&P MC 400GR ETF 464287606 525 2,344 SH   SOLE 0 2,344 0 0
ISTAR INC COM 45031U101 27,182 2,082,906 SH   SOLE 0 2,082,906 0 0
ITERIS INC COM 46564T107 2,283 397,415 SH   SOLE 0 397,415 0 0
JEFFERIES FINL GROUP INC COM 47233W109 36,742 1,863,186 SH   SOLE 0 1,863,186 0 0
JOHNSON & JOHNSON COM 478160104 486 3,753 SH   SOLE 0 3,753 0 0
JPMORGAN CHASE & CO COM 46625H100 42,530 361,375 SH   SOLE 0 361,375 0 0
KIMCO RLTY CORP COM 49446R109 23,760 1,137,907 SH   SOLE 0 1,137,907 0 0
KROGER CO COM 501044101 22,446 870,676 SH   SOLE 0 870,676 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 221 2,113 SH   SOLE 0 2,113 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 472 4,511 SH   SOLE 0 4,511 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 28 1,123 SH   SOLE 0 1,123 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 23,564 990,512 SH   SOLE 0 990,512 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 18,036 1,055,060 SH   SOLE 0 1,055,060 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 340 8,094 SH   SOLE 0 8,094 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 231 5,544 SH   SOLE 0 5,544 0 0
LOEWS CORP COM 540424108 27,802 540,055 SH   SOLE 0 540,055 0 0
MERCK & CO INC COM 58933Y105 1,705 20,250 SH   SOLE 0 20,250 0 0
METLIFE INC COM 59156R108 35,401 750,659 SH   SOLE 0 750,659 0 0
MICROSOFT CORP COM 594918104 903 6,494 SH   SOLE 0 6,494 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 34,177 2,723,232 SH   SOLE 0 2,723,232 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 29,047 283,912 SH   SOLE 0 283,912 0 0
NEXTERA ENERGY INC COM 65339F101 231 992 SH   SOLE 0 992 0 0
NII HLDGS INC COM PAR 62913F508 20 10,082 SH   SOLE 0 10,082 0 0
NN INC COM 629337106 19,330 2,711,149 SH   SOLE 0 2,711,149 0 0
NUVEEN CR STRATEGIES INCM FD COM SHS 67073D102 13,226 1,768,177 SH   SOLE 0 1,768,177 0 0
NUVEEN GLOBAL HIGH INCOME FD SHS 67075G103 446 28,680 SH   SOLE 0 28,680 0 0
OAKTREE SPECIALTY LENDING CO COM 67401P108 23,995 4,632,254 SH   SOLE 0 4,632,254 0 0
OAKTREE STRATEGIC INCOME COR COM 67402D104 7,871 954,064 SH   SOLE 0 954,064 0 0
OLD NATL BANCORP IND COM 680033107 18,937 1,100,695 SH   SOLE 0 1,100,695 0 0
OWENS ILL INC COM NEW 690768403 24,927 2,427,202 SH   SOLE 0 2,427,202 0 0
PARK OHIO HLDGS CORP COM 700666100 22,415 750,655 SH   SOLE 0 750,655 0 0
PBF ENERGY INC CL A 69318G106 24,274 892,766 SH   SOLE 0 892,766 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 28,636 605,672 SH   SOLE 0 605,672 0 0
PEOPLES BANCORP INC COM 709789101 10,167 319,609 SH   SOLE 0 319,609 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 14,553 696,960 SH   SOLE 0 696,960 0 0
PROSPECT CAPITAL CORPORATION NOTE 4.750% 4/1 74348TAQ5 28 28,000 SH   SOLE 0 28,000 0 0
PROSPERITY BANCSHARES INC COM 743606105 24,683 349,471 SH   SOLE 0 349,471 0 0
REDWOOD TR INC NOTE 4.750% 8/1 758075AC9 8,098 8,064,000 SH   SOLE 0 8,064,000 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 19,032 1,268,348 SH   SOLE 0 1,268,348 0 0
RESOLUTE FST PRODS INC COM 76117W109 6,696 1,424,648 SH   SOLE 0 1,424,648 0 0
RITE AID CORP COM 767754872 4,394 632,162 SH   SOLE 0 632,162 0 0
ROYCE GLOBAL VALUE TR INC COM 78081T104 2,915 288,072 SH   SOLE 0 288,072 0 0
RUSH ENTERPRISES INC CL A 781846209 10,291 266,737 SH   SOLE 0 266,737 0 0
RUSH ENTERPRISES INC CL B 781846308 13,662 342,159 SH   SOLE 0 342,159 0 0
SEABOARD CORP COM 811543107 12,486 2,854 SH   SOLE 0 2,854 0 0
SEACOR HOLDINGS INC COM 811904101 2,066 43,897 SH   SOLE 0 43,897 0 0
SEACOR MARINE HLDGS INC COM 78413P101 10,404 827,666 SH   SOLE 0 827,666 0 0
SEASPAN CORP SHS Y75638109 3,680 346,204 SH   SOLE 0 346,204 0 0
SIERRA BANCORP COM 82620P102 10,200 384,021 SH   SOLE 0 384,021 0 0
TEGNA INC COM 87901J105 14,219 915,585 SH   SOLE 0 915,585 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 19,793 767,187 SH   SOLE 0 767,187 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 14,662 662,844 SH   SOLE 0 662,844 0 0
TENNECO INC CL A VTG COM STK 880349105 15,181 1,212,573 SH   SOLE 0 1,212,573 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 8,029 1,166,997 SH   SOLE 0 1,166,997 0 0
TRAVELERS COMPANIES INC COM 89417E109 6,248 42,017 SH   SOLE 0 42,017 0 0
VALERO ENERGY CORP NEW COM 91913Y100 24,541 287,900 SH   SOLE 0 287,900 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 586 6,282 SH   SOLE 0 6,282 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 23,326 386,448 SH   SOLE 0 386,448 0 0
VISA INC COM CL A 92826C839 269 1,562 SH   SOLE 0 1,562 0 0
VORNADO RLTY TR SH BEN INT 929042109 25,430 399,399 SH   SOLE 0 399,399 0 0
WASHINGTON PRIME GROUP NEW COM 93964W108 21,330 5,152,221 SH   SOLE 0 5,152,221 0 0
WELLS FARGO CO NEW COM 949746101 19,070 378,078 SH   SOLE 0 378,078 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 2,524 229,276 SH   SOLE 0 229,276 0 0
WESTERN ASSET HGH YLD DFNDFD COM 95768B107 12,100 798,157 SH   SOLE 0 798,157 0 0
WESTROCK CO COM 96145D105 29,726 815,517 SH   SOLE 0 815,517 0 0
WIDEOPENWEST INC COM 96758W101 21,559 3,499,884 SH   SOLE 0 3,499,884 0 0