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 32,013 6,467,303 SH   SOLE 0 6,467,303 0 0
ALLERGAN PLC SHS G0177J108 47,071 281,140 SH   SOLE 0 281,140 0 0
ALLY FINL INC COM 02005N100 28,924 933,329 SH   SOLE 0 933,329 0 0
ALTABA INC COM 021346101 14,071 202,845 SH   SOLE 0 202,845 0 0
AMAZON COM INC COM 023135106 225 119 SH   SOLE 0 119 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 336 23,083 SH   SOLE 0 23,083 0 0
AMERICAN EXPRESS CO COM 025816109 33,311 269,856 SH   SOLE 0 269,856 0 0
ANDERSONS INC COM 034164103 2,676 98,239 SH   SOLE 0 98,239 0 0
APPLE INC COM 037833100 457 2,311 SH   SOLE 0 2,311 0 0
ARDAGH GROUP S A CL A L0223L101 28,529 1,630,212 SH   SOLE 0 1,630,212 0 0
ARDMORE SHIPPING CORP COM Y0207T100 7,921 971,918 SH   SOLE 0 971,918 0 0
AT&T INC COM 00206R102 278 8,309 SH   SOLE 0 8,309 0 0
AUTONATION INC COM 05329W102 36,957 881,186 SH   SOLE 0 881,186 0 0
AUTOZONE INC COM 053332102 21,951 19,965 SH   SOLE 0 19,965 0 0
BANK AMER CORP COM 060505104 282 9,712 SH   SOLE 0 9,712 0 0
BANK NEW YORK MELLON CORP COM 064058100 23,615 534,888 SH   SOLE 0 534,888 0 0
BAUSCH HEALTH COS INC COM 071734107 30,040 1,191,116 SH   SOLE 0 1,191,116 0 0
BEACON ROOFING SUPPLY INC COM 073685109 17,572 478,548 SH   SOLE 0 478,548 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 10,824 34 SH   SOLE 0 34 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 61,545 288,711 SH   SOLE 0 288,711 0 0
BLACKROCK LTD DURATION INC T COM SHS 09249W101 8,872 591,465 SH   SOLE 0 591,465 0 0
BRIGHTHOUSE FINL INC COM 10922N103 12,621 343,981 SH   SOLE 0 343,981 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 21,116 441,943 SH   SOLE 0 441,943 0 0
BROOKFIELD PROPERTY REIT INC CL A 11282X103 34,620 1,832,729 SH   SOLE 0 1,832,729 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 11,445 921,488 SH   SOLE 0 921,488 0 0
CENTERSTATE BK CORP COM 15201P109 979 42,500 SH   SOLE 0 42,500 0 0
CENTRAL VALLEY CMNTY BANCORP COM 155685100 12,650 589,191 SH   SOLE 0 589,191 0 0
CHEMOURS CO COM 163851108 21,726 905,236 SH   SOLE 0 905,236 0 0
CINCINNATI BELL INC NEW COM NEW 171871502 7,484 1,511,829 SH   SOLE 0 1,511,829 0 0
CINCINNATI BELL INC NEW PFD CV DEP1/20 171871403 2,851 76,920 SH   SOLE 0 76,920 0 0
CLEARWATER PAPER CORP COM 18538R103 12,217 660,740 SH   SOLE 0 660,740 0 0
CNA FINL CORP COM 126117100 47,863 1,016,845 SH   SOLE 0 1,016,845 0 0
CNO FINL GROUP INC COM 12621E103 5,113 306,522 SH   SOLE 0 306,522 0 0
COLFAX CORP COM 194014106 23,891 852,349 SH   SOLE 0 852,349 0 0
COLONY CAP INC NEW CL A COM 19626G108 48,079 9,615,884 SH   SOLE 0 9,615,884 0 0
COMCAST CORP NEW CL A 20030N101 13,068 309,075 SH   SOLE 0 309,075 0 0
CONSOLIDATED COMM HLDGS INC COM 209034107 18,946 3,842,934 SH   SOLE 0 3,842,934 0 0
CORTEVA INC COM ADDED 22052L104 5,803 196,258 SH   SOLE 0 196,258 0 0
COUSINS PPTYS INC COM NEW ADDED 222795502 1,318 36,432 SH   SOLE 0 36,432 0 0
CROWN HOLDINGS INC COM 228368106 46,366 758,857 SH   SOLE 0 758,857 0 0
DARLING INGREDIENTS INC COM 237266101 14,848 746,488 SH   SOLE 0 746,488 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 4,247 478,831 SH   SOLE 0 478,831 0 0
DISCOVERY INC COM SER C 25470F302 61,903 2,175,845 SH   SOLE 0 2,175,845 0 0
DISNEY WALT CO COM DISNEY 254687106 239 1,710 SH   SOLE 0 1,710 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100 5,115 383,457 SH   SOLE 0 383,457 0 0
DORIAN LPG LTD SHS USD Y2106R110 6,499 720,522 SH   SOLE 0 720,522 0 0
DOW INC COM 260557103 8,799 178,433 SH   SOLE 0 178,433 0 0
DUPONT DE NEMOURS INC COM ADDED 26614N102 14,764 196,672 SH   SOLE 0 196,672 0 0
ELEMENT SOLUTIONS INC COM 28618M106 10,226 988,979 SH   SOLE 0 988,979 0 0
FEDEX CORP COM 31428X106 21,303 129,748 SH   SOLE 0 129,748 0 0
FRANKLIN STREET PPTYS CORP COM 35471R106 13,063 1,770,092 SH   SOLE 0 1,770,092 0 0
GABELLI GLB SML & MD CP VAL COM 36249W104 1,490 128,364 SH   SOLE 0 128,364 0 0
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 36465A109 171 37,319 SH   SOLE 0 37,319 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 8,586 41,967 SH   SOLE 0 41,967 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109 10,461 947,515 SH   SOLE 0 947,515 0 0
GREEN PLAINS INC COM 393222104 15,760 1,461,997 SH   SOLE 0 1,461,997 0 0
ISHARES TR CORE S&P SCP ETF 464287804 333 4,250 SH   SOLE 0 4,250 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 435 3,610 SH   SOLE 0 3,610 0 0
ISHARES TR RUS MDCP VAL ETF 464287473 693 7,775 SH   SOLE 0 7,775 0 0
ISHARES TR RUS MID CAP ETF 464287499 1,841 32,960 SH   SOLE 0 32,960 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 565 3,635 SH   SOLE 0 3,635 0 0
ISHARES TR S&P MC 400GR ETF 464287606 530 2,344 SH   SOLE 0 2,344 0 0
ISTAR INC COM 45031U101 28,882 2,325,454 SH   SOLE 0 2,325,454 0 0
ITERIS INC COM 46564T107 2,126 411,222 SH   SOLE 0 411,222 0 0
JEFFERIES FINL GROUP INC COM 47233W109 35,968 1,870,428 SH   SOLE 0 1,870,428 0 0
JOHNSON & JOHNSON COM 478160104 515 3,699 SH   SOLE 0 3,699 0 0
JPMORGAN CHASE & CO COM 46625H100 40,474 362,025 SH   SOLE 0 362,025 0 0
KIMCO RLTY CORP COM 49446R109 31,633 1,711,736 SH   SOLE 0 1,711,736 0 0
KROGER CO COM 501044101 15,645 720,636 SH   SOLE 0 720,636 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 217 2,113 SH   SOLE 0 2,113 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 470 4,511 SH   SOLE 0 4,511 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 30 1,123 SH   SOLE 0 1,123 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 26,096 983,630 SH   SOLE 0 983,630 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 15,265 887,992 SH   SOLE 0 887,992 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 307 8,094 SH   SOLE 0 8,094 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 207 5,544 SH   SOLE 0 5,544 0 0
LOEWS CORP COM 540424108 30,225 552,859 SH   SOLE 0 552,859 0 0
MERCK & CO INC COM 58933Y105 1,834 21,877 SH   SOLE 0 21,877 0 0
METLIFE INC COM 59156R108 38,518 775,483 SH   SOLE 0 775,483 0 0
MICROSOFT CORP COM 594918104 908 6,775 SH   SOLE 0 6,775 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 29,817 2,987,713 SH   SOLE 0 2,987,713 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 24,218 239,787 SH   SOLE 0 239,787 0 0
NEXTERA ENERGY INC COM 65339F101 203 992 SH   SOLE 0 992 0 0
NII HLDGS INC COM PAR 62913F508 50 29,481 SH   SOLE 0 29,481 0 0
NN INC COM 629337106 27,083 2,774,864 SH   SOLE 0 2,774,864 0 0
NORTHSTAR REALTY EUROPE CORP COM 66706L101 23,133 1,407,974 SH   SOLE 0 1,407,974 0 0
NUVEEN CR STRATEGIES INCM FD COM SHS 67073D102 16,598 2,095,698 SH   SOLE 0 2,095,698 0 0
NUVEEN GLOBAL HIGH INCOME FD SHS 67075G103 10,109 653,455 SH   SOLE 0 653,455 0 0
OAKTREE SPECIALTY LENDING CO COM 67401P108 25,087 4,628,507 SH   SOLE 0 4,628,507 0 0
OAKTREE STRATEGIC INCOME COR COM 67402D104 8,017 944,244 SH   SOLE 0 944,244 0 0
OLD NATL BANCORP IND COM 680033107 18,574 1,119,602 SH   SOLE 0 1,119,602 0 0
OWENS ILL INC COM NEW 690768403 40,994 2,373,714 SH   SOLE 0 2,373,714 0 0
PARK OHIO HLDGS CORP COM 700666100 22,685 696,084 SH   SOLE 0 696,084 0 0
PBF ENERGY INC CL A 69318G106 22,234 710,360 SH   SOLE 0 710,360 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 28,377 599,933 SH   SOLE 0 599,933 0 0
PEOPLES BANCORP INC COM 709789101 10,735 332,771 SH   SOLE 0 332,771 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 14,855 745,352 SH   SOLE 0 745,352 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 23,386 354,058 SH   SOLE 0 354,058 0 0
REDWOOD TR INC NOTE 4.750% 8/1 758075AC9 7,867 8,131,000 SH   SOLE 0 8,131,000 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 18,427 1,161,824 SH   SOLE 0 1,161,824 0 0
RESOLUTE FST PRODS INC COM 76117W109 9,484 1,317,281 SH   SOLE 0 1,317,281 0 0
RITE AID CORP COM ADDED 767754872 5,143 642,023 SH   SOLE 0 642,023 0 0
ROYCE GLOBAL VALUE TR INC COM 78081T104 2,931 277,721 SH   SOLE 0 277,721 0 0
RUSH ENTERPRISES INC CL A 781846209 8,105 221,923 SH   SOLE 0 221,923 0 0
RUSH ENTERPRISES INC CL B 781846308 14,522 393,441 SH   SOLE 0 393,441 0 0
SEABOARD CORP COM 811543107 12,605 3,047 SH   SOLE 0 3,047 0 0
SEACOR HOLDINGS INC COM 811904101 4,428 93,203 SH   SOLE 0 93,203 0 0
SEACOR MARINE HLDGS INC COM 78413P101 12,863 859,848 SH   SOLE 0 859,848 0 0
SEASPAN CORP SHS Y75638109 3,464 353,132 SH   SOLE 0 353,132 0 0
SIERRA BANCORP COM 82620P102 10,524 388,053 SH   SOLE 0 388,053 0 0
TEGNA INC COM 87901J105 17,967 1,185,953 SH   SOLE 0 1,185,953 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 19,355 636,692 SH   SOLE 0 636,692 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 13,183 638,088 SH   SOLE 0 638,088 0 0
TENNECO INC CL A VTG COM STK 880349105 13,342 1,203,090 SH   SOLE 0 1,203,090 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 10,627 1,151,329 SH   SOLE 0 1,151,329 0 0
TRAVELERS COMPANIES INC COM 89417E109 7,277 48,669 SH   SOLE 0 48,669 0 0
VALERO ENERGY CORP NEW COM 91913Y100 22,853 266,947 SH   SOLE 0 266,947 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 554 6,334 SH   SOLE 0 6,334 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 29,286 512,617 SH   SOLE 0 512,617 0 0
VISA INC COM CL A 92826C839 271 1,562 SH   SOLE 0 1,562 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 5,532 338,774 SH   SOLE 0 338,774 0 0
VORNADO RLTY TR SH BEN INT 929042109 13,100 204,368 SH   SOLE 0 204,368 0 0
WASHINGTON PRIME GROUP NEW COM 93964W108 19,510 5,107,391 SH   SOLE 0 5,107,391 0 0
WELLS FARGO CO NEW COM 949746101 17,567 371,244 SH   SOLE 0 371,244 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 8,533 768,707 SH   SOLE 0 768,707 0 0
WESTERN ASSET HGH YLD DFNDFD COM 95768B107 12,142 811,111 SH   SOLE 0 811,111 0 0
WESTROCK CO COM 96145D105 28,293 775,775 SH   SOLE 0 775,775 0 0
WIDEOPENWEST INC COM 96758W101 24,422 3,363,882 SH   SOLE 0 3,363,882 0 0