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
ACTIVISION BLIZZARD INC COM CS 00507V109 510 9,645 SH   SOLE   9,645 0 0
ALAMOS GOLD INC NEW COM CL A CS 011532108 637 109,815 SH   SOLE   109,815 0 0
AMDOCS LTD SHS CS G02602103 2,540 38,426 SH   SOLE   38,426 0 0
AMERISOURCEBERGEN CORP COM CS 03073E105 3,898 47,344 SH   SOLE   47,344 0 0
ARES CAP CORP COM CS 04010L103 220 11,800 SH   SOLE   11,800 0 0
BANK NEW YORK MELLON CORP COM CS 064058100 4,210 93,128 SH   SOLE   93,128 0 0
BERKSHIRE HATHAWAY CLASS B CS 084670702 8,540 41,054 SH   SOLE   41,054 0 0
BIO RAD LABS INC CL A CS 090572207 1,617 4,861 SH   SOLE   4,861 0 0
BONANZA CREEK ENERGY INC COM N CS 097793400 2,561 114,367 SH   SOLE   114,367 0 0
CABOT OIL & GAS CORP COM CS 127097103 4,758 270,815 SH   SOLE   270,815 0 0
CERNER CORP COM CS 156782104 804 11,800 SH   SOLE   11,800 0 0
CHEESECAKE FACTORY INC COM CS 163072101 1,490 35,753 SH   SOLE   35,753 0 0
CISCO SYS INC COM CS 17275R102 3,159 63,930 SH   SOLE   63,930 0 0
CONSOLIDATED TOMOKA LD CO COM CS 210226106 6,185 94,280 SH   SOLE   94,280 0 0
CRAWFORD & CO CL B CS 224633107 3,330 330,032 SH   SOLE   330,032 0 0
CRAWFORD & COMPANY - CL A CS 224633206 2,423 222,717 SH   SOLE   222,717 0 0
CUBIC CORP COM CS 229669106 1,964 27,888 SH   SOLE   27,888 0 0
DISCOVERY INC COM SER C CS 25470F302 4,444 180,511 SH   SOLE   180,511 0 0
DOLLAR GEN CORP NEW COM CS 256677105 2,234 14,054 SH   SOLE   14,054 0 0
DOLLAR TREE INC COM CS 256746108 4,861 42,579 SH   SOLE   42,579 0 0
ELECTRONIC ARTS INC COM CS 285512109 1,240 12,678 SH   SOLE   12,678 0 0
FRP HLDGS INC COM CS 30292L107 4,992 103,960 SH   SOLE   103,960 0 0
GARRETT MOTION INC COM CS 366505105 4,189 420,565 SH   SOLE   420,565 0 0
HANESBRANDS INC COM CS 410345102 7,514 490,470 SH   SOLE   490,470 0 0
HILLTOP HOLDINGS INC COM CS 432748101 1,071 44,835 SH   SOLE   44,835 0 0
IAA INC COM CS 449253103 5,527 132,455 SH   SOLE   132,455 0 0
ISHARES GOLD TRUST ISHARES CS 464285105 2,592 183,865 SH   SOLE   183,865 0 0
ISHARES TR MSCI ACWI ETF CS 464288257 266 3,609 SH   SOLE   3,609 0 0
JEFFERIES FINL GROUP INC COM CS 47233W109 7,300 396,735 SH   SOLE   396,735 0 0
KROGER CO COM CS 501044101 1,440 55,850 SH   SOLE   55,850 0 0
LABORATORY CORP AMER HLDGS COM CS 50540R409 1,819 10,825 SH   SOLE   10,825 0 0
LIBERTY MEDIA CORP DELAWARE CO CS 531229888 423 15,255 SH   SOLE   15,255 0 0
MADISON SQUARE GARDEN CO NEW C CS 55825T103 6,243 23,690 SH   SOLE   23,690 0 0
MANCHESTER UTD PLC NEW ORD CL CS G5784H106 1,599 97,338 SH   SOLE   97,338 0 0
MOLSON COORS BREWING CO CL B CS 60871R209 1,381 24,016 SH   SOLE   24,016 0 0
NET 1 UEPS TECHNOLOGIES INC CO CS 64107N206 1,065 298,273 SH   SOLE   298,273 0 0
OXFORD SQUARE CAP CORP COM CS 69181V107 137 22,000 SH   SOLE   22,000 0 0
POTLATCHDELTIC CORPORATION COM CS 737630103 5,609 136,524 SH   SOLE   136,524 0 0
PROTECTIVE INS CORP CL B CS 74368L203 9,287 532,186 SH   SOLE   532,186 0 0
SELECT INTERIOR CONCEPTS INC C CS 816120307 4,030 310,699 SH   SOLE   310,699 0 0
SILICOM LTD ORD CS M84116108 3,529 111,691 SH   SOLE   111,691 0 0
SKECHERS U S A INC CL A CS 830566105 9,715 260,095 SH   SOLE   260,095 0 0
SP PLUS CORP COM CS 78469C103 7,099 191,863 SH   SOLE   191,863 0 0
SPROTT PHYSICAL GOLD & SILVER CS 85208R101 301 21,260 SH   SOLE   21,260 0 0
SYKES ENTERPRISES INC COM CS 871237103 6,812 222,312 SH   SOLE   222,312 0 0
TAKE-TWO INTERACTIVE SOFTWARE CS 874054109 9,189 73,316 SH   SOLE   73,316 0 0
TERADATA CORP DEL COM CS 88076W103 5,545 178,864 SH   SOLE   178,864 0 0
VISTRA ENERGY CORP COM CS 92840M102 7,028 262,940 SH   SOLE   262,940 0 0
WYNDHAM DESTINATIONS INC COM CS 98310W108 6,328 137,495 SH   SOLE   137,495 0 0
CALAMP CORP CV 128126AB5 382 388,000 PRN   SOLE   388,000 0 0
CONSOLIDATED TOMOKA LD CO CV 210226ab2 2,196 2,125,000 PRN   SOLE   2,125,000 0 0
CTRIP COM INTL LTD CV 22943FAF7 488 500,000 PRN   SOLE   500,000 0 0
ECHO GLOBAL LOGISTICS INC CV 27875TAA9 2,964 2,979,000 PRN   SOLE   2,979,000 0 0
VITAMIN SHOPPE INC CV 92849EAB7 1,645 1,661,000 PRN   SOLE   1,661,000 0 0