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
ALICO INC COM 016230104 11,762 347,992 SH   DFND 1,2,3 347,992 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 1,907 77,350 SH   DFND 1,2,3 77,350 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 4,478 85,978 SH   DFND 1,2,3 85,978 0 0
DRIVE SHACK INC COM 262077100 10,222 1,715,090 SH   DFND 1,2,3 1,715,090 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 34,936 1,256,681 SH   DFND 1,2,3 1,256,681 0 0
GTT COMMUNICATIONS INC COM 362393100 31,497 725,745 SH   DFND 1,2,3 725,745 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 12,265 1,013,629 SH   DFND 1,2,3 1,013,629 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 4,324 61,926 SH   DFND 1,2,3 61,926 0 0
STARS GROUP INC COM 85570W100 3,058 122,800 SH   DFND 1,2,3 122,800 0 0
TRIUMPH BANCORP INC COM 89679E300 10,759 281,661 SH   DFND 1,2,3 281,661 0 0