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
AMDOCS LTD SHS CS G02602103 2,314 37,276 SH   SOLE   37,276 0 0
AMERISOURCEBERGEN CORP COM CS 03073E105 7,875 92,369 SH   SOLE   92,369 0 0
BANK NEW YORK MELLON CORP COM CS 064058100 4,736 107,269 SH   SOLE   107,269 0 0
BERKSHIRE HATHAWAY CLASS B CS 084670702 10,113 47,439 SH   SOLE   47,439 0 0
BIO RAD LABS INC CL A CS 090572207 1,471 4,705 SH   SOLE   4,705 0 0
BONANZA CREEK ENERGY INC COM N CS 097793400 4,823 230,967 SH   SOLE   230,967 0 0
CABOT OIL & GAS CORP COM CS 127097103 8,226 358,290 SH   SOLE   358,290 0 0
CERNER CORP COM CS 156782104 865 11,800 SH   SOLE   11,800 0 0
CHEESECAKE FACTORY INC COM CS 163072101 2,897 66,271 SH   SOLE   66,271 0 0
CISCO SYS INC COM CS 17275R102 3,553 64,914 SH   SOLE   64,914 0 0
CONSOLIDATED TOMOKA LD CO COM CS 210226106 6,218 104,152 SH   SOLE   104,152 0 0
CRAWFORD & CO CL B CS 224633107 2,264 243,165 SH   SOLE   243,165 0 0
CRAWFORD & COMPANY - CL A CS 224633206 3,109 295,274 SH   SOLE   295,274 0 0
CUBIC CORP COM CS 229669106 1,745 27,063 SH   SOLE   27,063 0 0
DISCOVERY INC COM SER C CS 25470F302 4,654 163,601 SH   SOLE   163,601 0 0
DOLLAR GEN CORP NEW COM CS 256677105 1,856 13,733 SH   SOLE   13,733 0 0
DOLLAR TREE INC COM CS 256746108 7,434 69,225 SH   SOLE   69,225 0 0
ELECTRONIC ARTS INC COM CS 285512109 957 9,455 SH   SOLE   9,455 0 0
FRP HLDGS INC COM CS 30292L107 6,753 121,081 SH   SOLE   121,081 0 0
GARRETT MOTION INC COM CS 366505105 6,349 413,592 SH   SOLE   413,592 0 0
GREENSKY INC CL A CS 39572G100 2,365 192,455 SH   SOLE   192,455 0 0
HALLMARK FINL SVCS INC EC C CS 40624Q203 536 37,681 SH   SOLE   37,681 0 0
HANESBRANDS INC COM CS 410345102 9,027 524,210 SH   SOLE   524,210 0 0
HILLTOP HOLDINGS INC COM CS 432748101 1,792 84,250 SH   SOLE   84,250 0 0
IAA INC COM CS 449253103 3,764 97,055 SH   SOLE   97,055 0 0
INGLES MKTS INC CL A CS 457030104 1,153 37,052 SH   SOLE   37,052 0 0
ISHARES GOLD TRUST ISHARES CS 464285105 3,397 251,595 SH   SOLE   251,595 0 0
ISHARES TR MSCI ACWI ETF CS 464288257 266 3,609 SH   SOLE   3,609 0 0
ISHARES TR MSCI ACWI EX US CS 464288240 241 5,151 SH   SOLE   5,151 0 0
JEFFERIES FINL GROUP INC COM CS 47233W109 7,941 412,965 SH   SOLE   412,965 0 0
JP MORGAN EXCHANGE TRADED FD U CS 46641Q837 207 4,107 SH   SOLE   4,107 0 0
KROGER CO COM CS 501044101 976 44,960 SH   SOLE   44,960 0 0
LABORATORY CORP AMER HLDGS COM CS 50540R409 1,815 10,497 SH   SOLE   10,497 0 0
MADISON SQUARE GARDEN CO NEW C CS 55825T103 7,639 27,288 SH   SOLE   27,288 0 0
MOLSON COORS BREWING CO CL B CS 60871R209 1,304 23,281 SH   SOLE   23,281 0 0
NET 1 UEPS TECHNOLOGIES INC CO CS 64107N206 1,414 353,572 SH   SOLE   353,572 0 0
PARTY CITY HOLDCO INC COM CS 702149105 868 118,418 SH   SOLE   118,418 0 0
POTLATCHDELTIC CORPORATION COM CS 737630103 5,700 146,221 SH   SOLE   146,221 0 0
PROTECTIVE INS CORP CL B CS 74368L203 9,369 539,382 SH   SOLE   539,382 0 0
SELECT INTERIOR CONCEPTS INC C CS 816120307 1,669 143,279 SH   SOLE   143,279 0 0
SILICOM LTD ORD CS M84116108 3,540 108,996 SH   SOLE   108,996 0 0
SKECHERS U S A INC CL A CS 830566105 9,502 301,745 SH   SOLE   301,745 0 0
SP PLUS CORP COM CS 78469C103 6,389 200,093 SH   SOLE   200,093 0 0
SYKES ENTERPRISES INC COM CS 871237103 6,398 232,983 SH   SOLE   232,983 0 0
TAKE-TWO INTERACTIVE SOFTWARE CS 874054109 9,282 81,754 SH   SOLE   81,754 0 0
TERADATA CORP DEL COM CS 88076W103 6,405 178,664 SH   SOLE   178,664 0 0
VISTRA ENERGY CORP COM CS 92840M102 7,169 316,645 SH   SOLE   316,645 0 0
WESTERN DIGITAL CORP COM CS 958102105 1,239 26,067 SH   SOLE   26,067 0 0
WESTERN UN CO COM CS 959802109 4,095 205,891 SH   SOLE   205,891 0 0
WYNDHAM DESTINATIONS INC COM CS 98310W108 6,099 138,920 SH   SOLE   138,920 0 0
CALAMP CORP CV 128126AB5 444 450,000 PRN   SOLE   450,000 0 0
CONSOLIDATED TOMOKA LD CO CV 210226ab2 2,165 2,125,000 PRN   SOLE   2,125,000 0 0
ECHO GLOBAL LOGISTICS INC CV 27875TAA9 2,205 2,229,000 PRN   SOLE   2,229,000 0 0
HURON CONSULTING GROUP INC CV 447462AB8 930 939,000 PRN   SOLE   939,000 0 0
TWITTER INC CV 90184lab8 4,924 4,953,000 PRN   SOLE   4,953,000 0 0
VITAMIN SHOPPE INC CV 92849EAB7 565 641,000 PRN   SOLE   641,000 0 0