The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 70,703 | 40,341 | SH | SOLE | 40,341 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COM | 69007J106 | 70,697 | 3,614,359 | SH | SOLE | 3,614,359 | 0 | 0 | ||
| CHATHAM LODGING TR | COM | 16208T102 | 702 | 65,011 | SH | SOLE | 65,011 | 0 | 0 | ||
| CHEFS WHSE INC | COM | 163086101 | 1,346 | 52,405 | SH | SOLE | 52,405 | 0 | 0 | ||
| CUSTOMERS BANCORP INC | COM | 23204G100 | 7,018 | 386,047 | SH | SOLE | 386,047 | 0 | 0 | ||
| FIRST AMERN FINL CORP | COM | 31847R102 | 78,613 | 1,522,614 | SH | SOLE | 1,522,614 | 0 | 0 | ||
| GRUPO AEROPORTUARIO DEL CENT | SPON ADR | 400501102 | 14,387 | 278,378 | SH | SOLE | 278,378 | 0 | 0 | ||
| GRUPO AEROPORTUARIO DEL SURE | SPON ADR SER B | 40051E202 | 18,854 | 114,315 | SH | SOLE | 114,315 | 0 | 0 | ||
| HOST HOTELS & RESORTS INC | COM | 44107P104 | 5,852 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| LAMAR ADVERTISING CO NEW | CL A | 512816109 | 19,256 | 231,387 | SH | SOLE | 231,387 | 0 | 0 | ||
| AMERANT BANCORP INC | CL B | 023576200 | 313 | 26,911 | SH | SOLE | 26,911 | 0 | 0 | ||
| AMERANT BANCORP INC | CL A | 023576101 | 21,260 | 1,398,711 | SH | SOLE | 1,398,711 | 0 | 0 | ||
| PARK HOTELS RESORTS INC | COM | 700517105 | 39,335 | 2,293,589 | SH | SOLE | 2,293,589 | 0 | 0 | ||
| PEBBLEBROOK HOTEL TR | COM | 70509V100 | 10,591 | 563,352 | SH | SOLE | 563,352 | 0 | 0 | ||
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 33,240 | 698,168 | SH | SOLE | 698,168 | 0 | 0 | ||
| RYMAN HOSPITALITY PPTYS INC | COM | 78377T107 | 83,538 | 1,232,844 | SH | SOLE | 1,232,844 | 0 | 0 | ||
| SABRE CORP | COM | 78573M104 | 86,839 | 7,224,507 | SH | SOLE | 7,224,507 | 0 | 0 | ||
| SYSCO CORP | COM | 871829107 | 68,663 | 924,631 | SH | SOLE | 924,631 | 0 | 0 | ||
| TRIPLE-S MGMT CORP | CL B | 896749108 | 1,987 | 93,058 | SH | SOLE | 93,058 | 0 | 0 | ||
| VERICITY INC | COM | 92347D100 | 1,001 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||