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
ACCENTURE PLC IRELAND SHS CLAS CS G1151C101 2,539 12,059 SH   SOLE   12,059 0 0
ACTIVISION BLIZZARD INC COM CS 00507V109 573 9,645 SH   SOLE   9,645 0 0
ACUITY BRANDS INC COM CS 00508Y102 509 3,685 SH   SOLE   3,685 0 0
ALPHABET INC CAP STK CL A CS 02079K305 3,324 2,482 SH   SOLE   2,482 0 0
ALPINE INCOME PPTY TR INC COM CS 02083X103 2,866 150,606 SH   SOLE   150,606 0 0
ALPS ETF TR ALERIAN MLP CS 00162Q866 145 17,036 SH   SOLE   17,036 0 0
AMDOCS LTD SHS CS G02602103 1,682 23,304 SH   SOLE   23,304 0 0
AMERISOURCEBERGEN CORP COM CS 03073E105 4,032 47,420 SH   SOLE   47,420 0 0
BANK NEW YORK MELLON CORP COM CS 064058100 2,757 54,774 SH   SOLE   54,774 0 0
BERKSHIRE HATHAWAY CLASS B CS 084670702 7,230 31,920 SH   SOLE   31,920 0 0
BIO RAD LABS INC CL A CS 090572207 1,799 4,861 SH   SOLE   4,861 0 0
BONANZA CREEK ENERGY INC COM N CS 097793400 2,746 117,643 SH   SOLE   117,643 0 0
CABOT OIL & GAS CORP COM CS 127097103 4,752 272,933 SH   SOLE   272,933 0 0
CERNER CORP COM CS 156782104 866 11,800 SH   SOLE   11,800 0 0
CISCO SYS INC COM CS 17275R102 3,201 66,745 SH   SOLE   66,745 0 0
CONSOLIDATED TOMOKA LD CO COM CS 210226106 5,476 90,780 SH   SOLE   90,780 0 0
CRAWFORD & CO CL B CS 224633107 3,326 327,692 SH   SOLE   327,692 0 0
CRAWFORD & COMPANY - CL A CS 224633206 1,847 161,049 SH   SOLE   161,049 0 0
CUBIC CORP COM CS 229669106 1,757 27,638 SH   SOLE   27,638 0 0
DISCOVERY INC COM SER C CS 25470F302 5,037 165,210 SH   SOLE   165,210 0 0
DOLLAR GEN CORP NEW COM CS 256677105 2,037 13,060 SH   SOLE   13,060 0 0
DOLLAR TREE INC COM CS 256746108 3,829 40,709 SH   SOLE   40,709 0 0
ELECTRONIC ARTS INC COM CS 285512109 1,133 10,535 SH   SOLE   10,535 0 0
ETSY INC COM CS 29786A106 3,690 83,295 SH   SOLE   83,295 0 0
FRP HLDGS INC COM CS 30292L107 4,176 83,837 SH   SOLE   83,837 0 0
GARRETT MOTION INC COM CS 366505105 3,773 377,721 SH   SOLE   377,721 0 0
HANESBRANDS INC COM CS 410345102 6,913 465,548 SH   SOLE   465,548 0 0
HILLTOP HOLDINGS INC COM CS 432748101 800 32,085 SH   SOLE   32,085 0 0
IAA INC COM CS 449253103 7,580 161,079 SH   SOLE   161,079 0 0
IAC INTERACTIVECORP COM CS 44919P508 1,447 5,808 SH   SOLE   5,808 0 0
ISHARES GOLD TRUST ISHARES CS 464285105 2,163 149,185 SH   SOLE   149,185 0 0
ISHARES TR MSCI ACWI ETF CS 464288257 286 3,609 SH   SOLE   3,609 0 0
JEFFERIES FINL GROUP INC COM CS 47233W109 7,150 334,586 SH   SOLE   334,586 0 0
JPMORGAN CHASE & CO COM CS 46625H100 309 2,218 SH   SOLE   2,218 0 0
KROGER CO COM CS 501044101 924 31,863 SH   SOLE   31,863 0 0
LABORATORY CORP AMER HLDGS COM CS 50540R409 1,684 9,955 SH   SOLE   9,955 0 0
LIBERTY MEDIA CORP DELAWARE CO CS 531229888 577 19,519 SH   SOLE   19,519 0 0
MADISON SQUARE GARDEN CO NEW C CS 55825T103 6,551 22,268 SH   SOLE   22,268 0 0
MANCHESTER UTD PLC NEW ORD CL CS G5784H106 1,940 97,338 SH   SOLE   97,338 0 0
MOLSON COORS BEVERAGE COMPANY CS 60871R209 1,019 18,910 SH   SOLE   18,910 0 0
NET 1 UEPS TECHNOLOGIES INC CO CS 64107N206 847 227,573 SH   SOLE   227,573 0 0
POTLATCHDELTIC CORPORATION COM CS 737630103 3,438 79,458 SH   SOLE   79,458 0 0
PROTECTIVE INS CORP CL B CS 74368L203 5,004 311,007 SH   SOLE   311,007 0 0
SCHWAB STRATEGIC TR US LRG CAP CS 808524201 271 3,531 SH   SOLE   3,531 0 0
SELECT INTERIOR CONCEPTS INC C CS 816120307 2,961 329,322 SH   SOLE   329,322 0 0
SILICOM LTD ORD CS M84116108 3,720 111,849 SH   SOLE   111,849 0 0
SKECHERS U S A INC CL A CS 830566105 8,605 199,226 SH   SOLE   199,226 0 0
SP PLUS CORP COM CS 78469C103 7,040 165,929 SH   SOLE   165,929 0 0
SPDR GOLD TRUST GOLD SHS CS 78463V107 207 1,450 SH   SOLE   1,450 0 0
SPROTT PHYSICAL GOLD & SILVER CS 85208R101 312 21,260 SH   SOLE   21,260 0 0
SPROTT PHYSICAL GOLD TRUST UNI CS 85207H104 152 12,470 SH   SOLE   12,470 0 0
SYKES ENTERPRISES INC COM CS 871237103 5,877 158,893 SH   SOLE   158,893 0 0
TAKE-TWO INTERACTIVE SOFTWARE CS 874054109 8,060 65,834 SH   SOLE   65,834 0 0
TERADATA CORP DEL COM CS 88076W103 1,486 55,517 SH   SOLE   55,517 0 0
TJX COS INC NEW COM CS 872540109 1,984 32,494 SH   SOLE   32,494 0 0
VANGUARD INTL EQUITY INDEX FD CS 922042676 225 3,812 SH   SOLE   3,812 0 0
VISTRA ENERGY CORP COM CS 92840M102 5,057 219,961 SH   SOLE   219,961 0 0
WISDOMTREE TR EMER MKT HIGH FD CS 97717W315 320 6,998 SH   SOLE   6,998 0 0
WYNDHAM DESTINATIONS INC COM CS 98310W108 5,487 106,154 SH   SOLE   106,154 0 0
CALAMP CORP CV 128126AB5 383 388,000 PRN   SOLE   388,000 0 0
CONSOLIDATED TOMOKA LD CO CV 210226ab2 2,154 2,125,000 PRN   SOLE   2,125,000 0 0
CTRIP COM INTL LTD CV 22943FAF7 2,460 2,500,000 PRN   SOLE   2,500,000 0 0
ECHO GLOBAL LOGISTICS INC CV 27875TAA9 2,968 2,979,000 PRN   SOLE   2,979,000 0 0
EZCORP INC CV 302301AF3 936 1,000,000 PRN   SOLE   1,000,000 0 0
VITAMIN SHOPPE INC CV 92849EAB7 1,658 1,661,000 PRN   SOLE   1,661,000 0 0