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

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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
ALICO INC COM 016230104 11,031 347,992 SH   DFND 1,2,3 347,992 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 10,112 160,478 SH   DFND 1,2,3 160,478 0 0
DRIVE SHACK INC COM 262077100 10,543 1,365,641 SH   DFND 1,2,3 1,365,641 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 34,418 1,168,281 SH   DFND 1,2,3 1,168,281 0 0
GTT COMMUNICATIONS INC COM 362393100 23,544 523,191 SH   DFND 1,2,3 523,191 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 11,851 936,829 SH   DFND 1,2,3 936,829 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 4,058 57,926 SH   DFND 1,2,3 57,926 0 0
TRIUMPH BANCORP INC COM 89679E300 10,626 260,761 SH   DFND 1,2,3 260,761 0 0