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
3M CO COM 88579Y101 248 1,287 SH   SOLE 0 1,287 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 262 947 SH   SOLE 0 947 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 285 600 SH   SOLE 0 600 0 0
AEGON N V NY REGISTRY SHS 007924103 25,117 5,310,208 SH   SOLE 0 5,310,208 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 43,598 2,286,200 SH   SOLE 0 2,286,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12,905 56,919 SH   SOLE 0 56,919 0 0
ALLEGHANY CORP DEL COM 017175100 30,925 49,378 SH   SOLE 0 49,378 0 0
ALLY FINL INC COM 02005N100 53,371 1,180,515 SH   SOLE 0 1,180,515 0 0
ALPHABET INC CAP STK CL A 02079K305 217 105 SH   SOLE 0 105 0 0
ALPHABET INC CAP STK CL C 02079K107 246 119 SH   SOLE 0 119 0 0
AMAZON COM INC COM 023135106 399 129 SH   SOLE 0 129 0 0
AMERICAN EXPRESS CO COM 025816109 16,059 113,537 SH   SOLE 0 113,537 0 0
ANDERSONS INC COM 034164103 24,951 911,297 SH   SOLE 0 911,297 0 0
APPLE INC COM 037833100 1,720 14,077 SH   SOLE 0 14,077 0 0
ARDAGH GROUP S A CL A L0223L101 37,481 1,475,038 SH   SOLE 0 1,475,038 0 0
ARDMORE SHIPPING CORP COM Y0207T100 9,450 2,081,425 SH   SOLE 0 2,081,425 0 0
AT&T INC COM 00206R102 419 13,829 SH   SOLE 0 13,829 0 0
AUTONATION INC COM 05329W102 35,234 377,969 SH   SOLE 0 377,969 0 0
AUTOZONE INC COM 053332102 26,508 18,876 SH   SOLE 0 18,876 0 0
BANK NEW YORK MELLON CORP COM 064058100 24,060 508,786 SH   SOLE 0 508,786 0 0
BAUSCH HEALTH COS INC COM 071734107 33,390 1,051,998 SH   SOLE 0 1,051,998 0 0
BEACON ROOFING SUPPLY INC COM 073685109 4,552 87,002 SH   SOLE 0 87,002 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 10,414 27 SH   SOLE 0 27 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 70,015 274,064 SH   SOLE 0 274,064 0 0
BK OF AMERICA CORP COM 060505104 324 8,386 SH   SOLE 0 8,386 0 0
BLACKBERRY LTD COM 09228F103 116 13,806 SH   SOLE 0 13,806 0 0
BRIGHTHOUSE FINL INC COM 10922N103 22,611 510,988 SH   SOLE 0 510,988 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 33,010 741,796 SH   SOLE 0 741,796 0 0
BROOKFIELD PPTY REIT INC CL A 11282X103 548 30,531 SH   SOLE 0 30,531 0 0
CENTRAL VY CMNTY BANCORP COM 155685100 12,902 700,800 SH   SOLE 0 700,800 0 0
CHEMOURS CO COM 163851108 23,345 836,456 SH   SOLE 0 836,456 0 0
CHEVRON CORP NEW COM 166764100 306 2,920 SH   SOLE 0 2,920 0 0
CLEARWATER PAPER CORP COM 18538R103 20,841 553,989 SH   SOLE 0 553,989 0 0
CNA FINL CORP COM 126117100 42,787 958,698 SH   SOLE 0 958,698 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 16,260 311,725 SH   SOLE 0 311,725 0 0
COLFAX CORP COM 194014106 5,958 135,997 SH   SOLE 0 135,997 0 0
COLONY CAP INC NEW CL A COM 19626G108 31,824 4,911,093 SH   SOLE 0 4,911,093 0 0
COMCAST CORP NEW CL A 20030N101 25,075 463,416 SH   SOLE 0 463,416 0 0
CONSOLIDATED COMM HLDGS INC COM 209034107 30,370 4,218,088 SH   SOLE 0 4,218,088 0 0
COSTCO WHSL CORP NEW COM 22160K105 286 810 SH   SOLE 0 810 0 0
COVETRUS INC COM 22304C100 6,669 222,537 SH   SOLE 0 222,537 0 0
CROWN HLDGS INC COM 228368106 22,749 234,434 SH   SOLE 0 234,434 0 0
DARLING INGREDIENTS INC COM 237266101 10,212 138,781 SH   SOLE 0 138,781 0 0
DENISON MINES CORP COM 248356107 11 10,000 SH   SOLE 0 10,000 0 0
DISCOVERY INC COM SER C 25470F302 24,875 674,294 SH   SOLE 0 674,294 0 0
DISNEY WALT CO COM 254687106 473 2,564 SH   SOLE 0 2,564 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100 13,517 485,704 SH   SOLE 0 485,704 0 0
DORIAN LPG LTD SHS USD Y2106R110 6,878 523,832 SH   SOLE 0 523,832 0 0
DUPONT DE NEMOURS INC COM 26614N102 31,106 402,508 SH   SOLE 0 402,508 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 15,667 563,558 SH   SOLE 0 563,558 0 0
FEDEX CORP COM 31428X106 20,914 73,629 SH   SOLE 0 73,629 0 0
FRANKLIN STR PPTYS CORP COM 35471R106 9,544 1,751,101 SH   SOLE 0 1,751,101 0 0
GABELLI GLOBAL SMALL & MID C COM 36249W104 2,691 184,457 SH   SOLE 0 184,457 0 0
GILEAD SCIENCES INC COM 375558103 36,661 567,239 SH   SOLE 0 567,239 0 0
GLOBALSTAR INC COM 378973408 16 12,000 SH   SOLE 0 12,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 27,328 83,572 SH   SOLE 0 83,572 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109 7,003 480,327 SH   SOLE 0 480,327 0 0
GREEN PLAINS INC COM 393222104 32,822 1,212,473 SH   SOLE 0 1,212,473 0 0
GREEN PLAINS INC NOTE 4.125% 9/0 393222AF1 523 473,000 SH   SOLE 0 473,000 0 0
GREIF INC CL A 397624107 23,421 410,889 SH   SOLE 0 410,889 0 0
HISTOGEN INC COM 43358Y103 18 14,000 SH   SOLE 0 14,000 0 0
HOME DEPOT INC COM 437076102 402 1,317 SH   SOLE 0 1,317 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 7,424 53,176 SH   SOLE 0 53,176 0 0
ISHARES TR CORE S&P SCP ETF 464287804 576 5,308 SH   SOLE 0 5,308 0 0
ISHARES TR MSCI EAFE ETF 464287465 203 2,676 SH   SOLE 0 2,676 0 0
ISHARES TR RUS MDCP VAL ETF 464287473 872 7,981 SH   SOLE 0 7,981 0 0
ISHARES TR RUS MID CAP ETF 464287499 2,480 33,548 SH   SOLE 0 33,548 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 885 4,004 SH   SOLE 0 4,004 0 0
ISHARES TR S&P MC 400GR ETF 464287606 578 7,376 SH   SOLE 0 7,376 0 0
ISTAR INC COM 45031U101 29,321 1,649,090 SH   SOLE 0 1,649,090 0 0
ITERIS INC NEW COM 46564T107 3,859 625,431 SH   SOLE 0 625,431 0 0
JEFFERIES FINL GROUP INC COM 47233W109 50,958 1,692,972 SH   SOLE 0 1,692,972 0 0
JOHNSON & JOHNSON COM 478160104 23,991 145,973 SH   SOLE 0 145,973 0 0
JPMORGAN CHASE & CO COM 46625H100 48,733 320,126 SH   SOLE 0 320,126 0 0
KIMCO RLTY CORP COM 49446R109 4,392 234,252 SH   SOLE 0 234,252 0 0
KROGER CO COM 501044101 35,958 999,123 SH   SOLE 0 999,123 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 135 928 SH   SOLE 0 928 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 509 3,390 SH   SOLE 0 3,390 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 29 1,123 SH   SOLE 0 1,123 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 31,137 1,219,130 SH   SOLE 0 1,219,130 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 2 190 SH   SOLE 0 190 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 16,587 1,277,883 SH   SOLE 0 1,277,883 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 134 3,039 SH   SOLE 0 3,039 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 348 7,880 SH   SOLE 0 7,880 0 0
LIBERTY MEDIA CORP DEL COM SER A FRMLA 531229870 30 784 SH   SOLE 0 784 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 212 4,899 SH   SOLE 0 4,899 0 0
LOEWS CORP COM 540424108 25,135 490,157 SH   SOLE 0 490,157 0 0
LUMEN TECHNOLOGIES INC COM DELETED 156700106 23,016 1,724,009 SH   SOLE 0 1,724,009 0 0
MCDONALDS CORP COM 580135101 520 2,318 SH   SOLE 0 2,318 0 0
MERCK & CO. INC COM 58933Y105 1,458 18,915 SH   SOLE 0 18,915 0 0
METLIFE INC COM 59156R108 41,750 686,792 SH   SOLE 0 686,792 0 0
MICROSOFT CORP COM 594918104 858 3,639 SH   SOLE 0 3,639 0 0
MOLINA HEALTHCARE INC COM 60855R100 200 856 SH   SOLE 0 856 0 0
NEUBERGER BERMAN MLP & ENERG COM 64129H104 13,673 3,255,361 SH   SOLE 0 3,255,361 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 21,572 1,709,349 SH   SOLE 0 1,709,349 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 36,815 262,161 SH   SOLE 0 262,161 0 0
NN INC COM 629337106 5,004 707,787 SH   SOLE 0 707,787 0 0
NUVEEN CR STRATEGIES INCOME COM SHS 67073D102 435 66,857 SH   SOLE 0 66,857 0 0
OAKTREE SPECIALTY LENDING CO COM 67401P108 37,455 6,041,064 SH   SOLE 0 6,041,064 0 0
O-I GLASS INC COM 67098H104 35,474 2,406,660 SH   SOLE 0 2,406,660 0 0
OLD NATL BANCORP IND COM 680033107 21,744 1,124,304 SH   SOLE 0 1,124,304 0 0
PARK HOTELS & RESORTS INC COM 700517105 267 12,368 SH   SOLE 0 12,368 0 0
PARK-OHIO HLDGS CORP COM 700666100 22,044 700,045 SH   SOLE 0 700,045 0 0
PBF ENERGY INC CL A 69318G106 17,315 1,223,704 SH   SOLE 0 1,223,704 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 40,717 507,444 SH   SOLE 0 507,444 0 0
PEOPLES BANCORP INC COM 709789101 14,023 422,749 SH   SOLE 0 422,749 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 13,209 760,426 SH   SOLE 0 760,426 0 0
PROSPERITY BANCSHARES INC COM 743606105 30,043 401,156 SH   SOLE 0 401,156 0 0
REDWOOD TR INC COM 758075402 23 2,180 SH   SOLE 0 2,180 0 0
REDWOOD TR INC NOTE 4.750% 8/1 758075AC9 9,344 9,351,000 SH   SOLE 0 9,351,000 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 3,497 52,948 SH   SOLE 0 52,948 0 0
RESOLUTE FST PRODS INC COM 76117W109 13,657 1,247,193 SH   SOLE 0 1,247,193 0 0
RUSH ENTERPRISES INC CL A 781846209 14,699 294,974 SH   SOLE 0 294,974 0 0
RUSH ENTERPRISES INC CL B 781846308 18,752 415,878 SH   SOLE 0 415,878 0 0
SCORPIO TANKERS INC NOTE 3.000% 5/1 80918TAB5 2,646 2,656,000 SH   SOLE 0 2,656,000 0 0
SCORPIO TANKERS INC SHS Y7542C130 2,321 125,733 SH   SOLE 0 125,733 0 0
SEABOARD CORP DEL COM 811543107 13,465 3,649 SH   SOLE 0 3,649 0 0
SEACOR MARINE HLDGS INC COM 78413P101 2,656 498,291 SH   SOLE 0 498,291 0 0
SIERRA BANCORP COM 82620P102 13,296 496,117 SH   SOLE 0 496,117 0 0
SIRIUSPOINT LTD COM ADDED G8192H106 2,494 245,200 SH   SOLE 0 245,200 0 0
SOUTH ST CORP COM 840441109 23,717 302,088 SH   SOLE 0 302,088 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 521 1,314 SH   SOLE 0 1,314 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 38,420 1,673,333 SH   SOLE 0 1,673,333 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 19,209 369,395 SH   SOLE 0 369,395 0 0
TENNECO INC CL A VTG COM STK 880349105 13,210 1,232,234 SH   SOLE 0 1,232,234 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 22,301 1,932,510 SH   SOLE 0 1,932,510 0 0
TEXAS INSTRS INC COM 882508104 214 1,134 SH   SOLE 0 1,134 0 0
TRAVELERS COMPANIES INC COM 89417E109 6,658 44,269 SH   SOLE 0 44,269 0 0
UNITED NAT FOODS INC COM 911163103 47,317 1,436,465 SH   SOLE 0 1,436,465 0 0
UNITED STATES CELLULAR CORP COM 911684108 32,812 899,452 SH   SOLE 0 899,452 0 0
VALERO ENERGY CORP COM 91913Y100 46,951 655,738 SH   SOLE 0 655,738 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637 392 2,117 SH   SOLE 0 2,117 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 580 6,315 SH   SOLE 0 6,315 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 31,784 546,590 SH   SOLE 0 546,590 0 0
VISA INC COM CL A 92826C839 333 1,572 SH   SOLE 0 1,572 0 0
VORNADO RLTY TR SH BEN INT 929042109 20,712 456,308 SH   SOLE 0 456,308 0 0
VSE CORP COM 918284100 6,498 164,513 SH   SOLE 0 164,513 0 0
WASHINGTON PRIME GROUP NEW COM 93964W405 1,241 556,323 SH   SOLE 0 556,323 0 0
WELLS FARGO CO NEW COM 949746101 17,115 438,070 SH   SOLE 0 438,070 0 0
WESTROCK CO COM 96145D105 38,601 741,617 SH   SOLE 0 741,617 0 0
WIDEOPENWEST INC COM 96758W101 36,978 2,720,970 SH   SOLE 0 2,720,970 0 0