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
BAIDU INC SPON ADR REP A 056752108 1,877 18,270 SH   SOLE   18,270 0 0
BARCLAYS PLC ADR 06738E204 5,819 792,816 SH   SOLE   792,816 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 2,862 139,100 SH   SOLE   139,100 0 0
CALUMET SPECIALTY PRODS PTNR UT LTD PARTNER 131476103 1,057 290,501 SH   SOLE   290,501 0 0
CITIGROUP INC COM NEW 172967424 3,241 46,923 SH   SOLE   46,923 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 13,827 1,132,435 SH   SOLE   1,132,435 0 0
DXC TECHNOLOGY CO COM 23355L106 1,121 38,000 SH   SOLE   38,000 0 0
FACEBOOK INC CL A 30303M102 14,172 79,583 SH   SOLE   79,583 0 0
G WILLI FOOD INTL LTD ORD M52523103 11,587 1,053,391 SH   SOLE   1,053,391 0 0
GLOBAL INDTY LTD CAYMAN USD CL A SHS G3933F105 18,692 748,564 SH   SOLE   748,564 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 6,329 30,539 SH   SOLE   30,539 0 0
KKR & CO INC CL A 48251W104 6,564 244,480 SH   SOLE   244,480 0 0
MEDLEY CAP CORP COM 58503F106 333 128,570 SH   SOLE   128,570 0 0
MEDLEY MGMT INC CL A COM 58503T106 1,433 409,311 SH   SOLE   409,311 0 0
MORGAN STANLEY COM NEW 617446448 15,455 362,200 SH   SOLE   362,200 0 0
OAKTREE SPECIALTY LENDING CO COM 67401P108 34,886 6,734,697 SH   SOLE   6,734,697 0 0
OAKTREE STRATEGIC INCOME COR COM 67402D104 9,812 1,189,343 SH   SOLE   1,189,343 0 0