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 25,093 5,539,397 SH   SOLE 0 5,539,397 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 20,286 95,645 SH   SOLE 0 95,645 0 0
ALLERGAN PLC SHS G0177J108 47,368 247,780 SH   SOLE 0 247,780 0 0
ALLY FINL INC COM 02005N100 26,132 855,105 SH   SOLE 0 855,105 0 0
AMAZON COM INC COM 023135106 227 123 SH   SOLE 0 123 0 0
AMERICAN EXPRESS CO COM 025816109 30,092 241,722 SH   SOLE 0 241,722 0 0
ANDERSONS INC COM 034164103 19,378 766,537 SH   SOLE 0 766,537 0 0
APPLE INC COM 037833100 820 2,793 SH   SOLE 0 2,793 0 0
ARDAGH GROUP S A CL A L0223L101 31,355 1,601,398 SH   SOLE 0 1,601,398 0 0
ARDMORE SHIPPING CORP COM Y0207T100 10,222 1,129,507 SH   SOLE 0 1,129,507 0 0
AT&T INC COM 00206R102 386 9,878 SH   SOLE 0 9,878 0 0
AUTONATION INC COM 05329W102 35,025 720,239 SH   SOLE 0 720,239 0 0
AUTOZONE INC COM 053332102 20,018 16,803 SH   SOLE 0 16,803 0 0
BANK AMER CORP COM 060505104 281 7,978 SH   SOLE 0 7,978 0 0
BANK NEW YORK MELLON CORP COM 064058100 25,594 508,516 SH   SOLE 0 508,516 0 0
BAUSCH HEALTH COS INC COM 071734107 34,552 1,154,824 SH   SOLE 0 1,154,824 0 0
BEACON ROOFING SUPPLY INC COM 073685109 15,376 480,793 SH   SOLE 0 480,793 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 8,829 26 SH   SOLE 0 26 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 62,775 277,151 SH   SOLE 0 277,151 0 0
BLACKROCK LTD DURATION INC T COM SHS 09249W101 4,273 260,694 SH   SOLE 0 260,694 0 0
BRIGHTHOUSE FINL INC COM 10922N103 14,619 372,659 SH   SOLE 0 372,659 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 20,523 355,064 SH   SOLE 0 355,064 0 0
BROOKFIELD PROPERTY REIT INC CL A 11282X103 34,860 1,889,969 SH   SOLE 0 1,889,969 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 13,851 939,699 SH   SOLE 0 939,699 0 0
CENTERSTATE BK CORP COM 15201P109 12,092 484,067 SH   SOLE 0 484,067 0 0
CENTRAL VALLEY CMNTY BANCORP COM 155685100 12,548 579,069 SH   SOLE 0 579,069 0 0
CHEMOURS CO COM 163851108 18,701 1,033,758 SH   SOLE 0 1,033,758 0 0
CINCINNATI BELL INC NEW COM NEW 171871502 10,794 1,030,937 SH   SOLE 0 1,030,937 0 0
CINCINNATI BELL INC NEW PFD CV DEP1/20 171871403 8,094 170,390 SH   SOLE 0 170,390 0 0
CLEARWATER PAPER CORP COM 18538R103 17,388 814,063 SH   SOLE 0 814,063 0 0
CNA FINL CORP COM 126117100 44,835 1,000,558 SH   SOLE 0 1,000,558 0 0
CNO FINL GROUP INC COM 12621E103 5,396 297,630 SH   SOLE 0 297,630 0 0
COLFAX CORP COM 194014106 16,542 454,697 SH   SOLE 0 454,697 0 0
COLONY CAP INC NEW CL A COM 19626G108 43,043 9,061,634 SH   SOLE 0 9,061,634 0 0
COMCAST CORP NEW CL A 20030N101 13,279 295,279 SH   SOLE 0 295,279 0 0
CONSOLIDATED COMM HLDGS INC COM 209034107 18,105 4,666,300 SH   SOLE 0 4,666,300 0 0
COSTCO WHSL CORP NEW COM 22160K105 201 683 SH   SOLE 0 683 0 0
COUSINS PPTYS INC COM NEW 222795502 1,193 28,966 SH   SOLE 0 28,966 0 0
COVETRUS INC COM 22304C100 11,648 882,458 SH   SOLE 0 882,458 0 0
CROWN HOLDINGS INC COM 228368106 33,725 464,920 SH   SOLE 0 464,920 0 0
DARLING INGREDIENTS INC COM 237266101 18,936 674,343 SH   SOLE 0 674,343 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 3,987 554,473 SH   SOLE 0 554,473 0 0
DISCOVERY INC COM SER C 25470F302 63,912 2,096,152 SH   SOLE 0 2,096,152 0 0
DISNEY WALT CO COM DISNEY 254687106 359 2,479 SH   SOLE 0 2,479 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100 3,487 333,001 SH   SOLE 0 333,001 0 0
DORIAN LPG LTD SHS USD Y2106R110 10,750 694,451 SH   SOLE 0 694,451 0 0
DOW INC COM 260557103 26,304 480,611 SH   SOLE 0 480,611 0 0
ELEMENT SOLUTIONS INC COM 28618M106 9,470 810,763 SH   SOLE 0 810,763 0 0
FEDEX CORP COM 31428X106 23,159 153,155 SH   SOLE 0 153,155 0 0
FRANKLIN STREET PPTYS CORP COM 35471R106 14,738 1,721,766 SH   SOLE 0 1,721,766 0 0
FUELCELL ENERGY INC COM 35952H601 34 13,500 SH   SOLE 0 13,500 0 0
GABELLI GLB SML & MD CP VAL COM 36249W104 1,851 156,322 SH   SOLE 0 156,322 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 9,876 42,953 SH   SOLE 0 42,953 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109 8,606 759,569 SH   SOLE 0 759,569 0 0
GREEN PLAINS INC COM 393222104 22,329 1,447,122 SH   SOLE 0 1,447,122 0 0
GREIF INC CL A 397624107 769 17,400 SH   SOLE 0 17,400 0 0
GUARDION HEALTH SCIENCES INC COM NEW 40145Q203 6 26,432 SH   SOLE 0 26,432 0 0
ISHARES TR CORE S&P SCP ETF 464287804 356 4,250 SH   SOLE 0 4,250 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 464 3,610 SH   SOLE 0 3,610 0 0
ISHARES TR RUS MDCP VAL ETF 464287473 737 7,775 SH   SOLE 0 7,775 0 0
ISHARES TR RUS MID CAP ETF 464287499 1,965 32,960 SH   SOLE 0 32,960 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 602 3,635 SH   SOLE 0 3,635 0 0
ISHARES TR S&P MC 400GR ETF 464287606 439 1,844 SH   SOLE 0 1,844 0 0
ISTAR INC COM 45031U101 28,598 1,970,907 SH   SOLE 0 1,970,907 0 0
ITERIS INC COM 46564T107 2,173 435,398 SH   SOLE 0 435,398 0 0
JEFFERIES FINL GROUP INC COM 47233W109 39,437 1,845,416 SH   SOLE 0 1,845,416 0 0
JOHNSON & JOHNSON COM 478160104 556 3,811 SH   SOLE 0 3,811 0 0
JPMORGAN CHASE & CO COM 46625H100 44,806 321,422 SH   SOLE 0 321,422 0 0
KIMCO RLTY CORP COM 49446R109 19,899 960,833 SH   SOLE 0 960,833 0 0
KROGER CO COM 501044101 24,657 850,529 SH   SOLE 0 850,529 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 242 1,944 SH   SOLE 0 1,944 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 555 4,413 SH   SOLE 0 4,413 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 26 1,123 SH   SOLE 0 1,123 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 28,491 1,307,230 SH   SOLE 0 1,307,230 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 21,790 1,119,727 SH   SOLE 0 1,119,727 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 377 7,834 SH   SOLE 0 7,834 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 255 5,544 SH   SOLE 0 5,544 0 0
LOEWS CORP COM 540424108 28,597 544,803 SH   SOLE 0 544,803 0 0
MERCK & CO INC COM 58933Y105 1,746 19,200 SH   SOLE 0 19,200 0 0
METLIFE INC COM 59156R108 37,945 744,459 SH   SOLE 0 744,459 0 0
MICROSOFT CORP COM 594918104 987 6,260 SH   SOLE 0 6,260 0 0
NEUBERGER BERMAN MLP AND ENR COM 64129H104 2,939 434,745 SH   SOLE 0 434,745 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 32,593 2,711,555 SH   SOLE 0 2,711,555 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 33,195 283,112 SH   SOLE 0 283,112 0 0
NN INC COM 629337106 23,865 2,580,000 SH   SOLE 0 2,580,000 0 0
NUVEEN CR STRATEGIES INCM FD COM SHS 67073D102 13,448 1,753,340 SH   SOLE 0 1,753,340 0 0
NUVEEN GLOBAL HIGH INCOME FD SHS 67075G103 453 27,645 SH   SOLE 0 27,645 0 0
OAKTREE SPECIALTY LENDING CO COM 67401P108 25,703 4,707,532 SH   SOLE 0 4,707,532 0 0
OAKTREE STRATEGIC INCOME COR COM 67402D104 7,782 950,134 SH   SOLE 0 950,134 0 0
OLD NATL BANCORP IND COM 680033107 19,886 1,087,265 SH   SOLE 0 1,087,265 0 0
OWENS ILL INC COM NEW DELETED 690768403 31,901 2,673,976 SH   SOLE 0 2,673,976 0 0
PARK HOTELS RESORTS INC COM 700517105 24,144 933,275 SH   SOLE 0 933,275 0 0
PARK OHIO HLDGS CORP COM 700666100 25,168 747,944 SH   SOLE 0 747,944 0 0
PBF ENERGY INC CL A 69318G106 27,815 886,670 SH   SOLE 0 886,670 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 30,154 600,445 SH   SOLE 0 600,445 0 0
PEOPLES BANCORP INC COM 709789101 10,971 316,541 SH   SOLE 0 316,541 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 15,360 690,658 SH   SOLE 0 690,658 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 24,840 345,522 SH   SOLE 0 345,522 0 0
REDWOOD TR INC NOTE 4.750% 8/1 758075AC9 8,172 8,029,000 SH   SOLE 0 8,029,000 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 33,527 1,244,028 SH   SOLE 0 1,244,028 0 0
RESOLUTE FST PRODS INC COM 76117W109 5,862 1,395,602 SH   SOLE 0 1,395,602 0 0
RITE AID CORP COM 767754872 7,789 503,515 SH   SOLE 0 503,515 0 0
ROYCE GLOBAL VALUE TR INC COM 78081T104 3,363 287,649 SH   SOLE 0 287,649 0 0
RUSH ENTERPRISES INC CL A 781846209 12,465 268,054 SH   SOLE 0 268,054 0 0
RUSH ENTERPRISES INC CL B 781846308 14,545 318,276 SH   SOLE 0 318,276 0 0
SEABOARD CORP COM 811543107 9,849 2,317 SH   SOLE 0 2,317 0 0
SEACOR HOLDINGS INC COM 811904101 1,885 43,692 SH   SOLE 0 43,692 0 0
SEACOR MARINE HLDGS INC COM 78413P101 11,070 802,779 SH   SOLE 0 802,779 0 0
SEASPAN CORP SHS Y75638109 4,821 339,279 SH   SOLE 0 339,279 0 0
SIERRA BANCORP COM 82620P102 11,115 381,707 SH   SOLE 0 381,707 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 2,806 43,652 SH   SOLE 0 43,652 0 0
TEGNA INC COM 87901J105 12,980 777,715 SH   SOLE 0 777,715 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 20,357 800,518 SH   SOLE 0 800,518 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 20,627 542,386 SH   SOLE 0 542,386 0 0
TENNECO INC CL A VTG COM STK 880349105 15,576 1,189,027 SH   SOLE 0 1,189,027 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 9,471 966,400 SH   SOLE 0 966,400 0 0
TRAVELERS COMPANIES INC COM 89417E109 5,707 41,674 SH   SOLE 0 41,674 0 0
VALERO ENERGY CORP NEW COM 91913Y100 26,419 282,101 SH   SOLE 0 282,101 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 586 6,315 SH   SOLE 0 6,315 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 23,262 378,856 SH   SOLE 0 378,856 0 0
VISA INC COM CL A 92826C839 294 1,565 SH   SOLE 0 1,565 0 0
VORNADO RLTY TR SH BEN INT 929042109 26,540 399,102 SH   SOLE 0 399,102 0 0
WASHINGTON PRIME GROUP NEW COM 93964W108 18,461 5,071,821 SH   SOLE 0 5,071,821 0 0
WELLS FARGO CO NEW COM 949746101 19,874 369,412 SH   SOLE 0 369,412 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 2,459 223,166 SH   SOLE 0 223,166 0 0
WESTERN ASSET HGH YLD DFNDFD COM 95768B107 8,977 573,600 SH   SOLE 0 573,600 0 0
WESTROCK CO COM 96145D105 34,820 811,462 SH   SOLE 0 811,462 0 0
WIDEOPENWEST INC COM 96758W101 26,568 3,580,547 SH   SOLE 0 3,580,547 0 0