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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305   7,823,758 51,837 SH   SOLE   51,837 0 0
AMERANT BANCORP INC CL A 023576101   6,035,231 259,134 SH   SOLE   259,134 0 0
CHATHAM LODGING TR COM 16208T102   657,261 65,011 SH   SOLE   65,011 0 0
CHEFS WHSE INC COM 163086101   10,450,838 277,505 SH   SOLE   277,505 0 0
CRESUD S A C I F Y A *W EXP 03/09/202 P3311R259   26,076 50,710 SH   SOLE   50,710 0 0
FIRST AMERN FINL CORP COM 31847R102   61,590,964 1,008,861 SH   SOLE   1,008,861 0 0
IRSA INVERSIONES Y REP S A *W EXP 05/12/202 P5880C134   135,529 199,336 SH   SOLE   199,336 0 0
OUTFRONT MEDIA INC COM 69007J106   63,469,911 3,780,221 SH   SOLE   3,780,221 0 0
PARK HOTELS & RESORTS INC COM 700517105   30,818,814 1,762,082 SH   SOLE   1,762,082 0 0
PEBBLEBROOK HOTEL TR COM 70509V100   1,126,779 73,120 SH   SOLE   73,120 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   50,661,004 678,738 SH   SOLE   678,738 0 0
SABRE CORP COM 78573M104   3,942,470 1,629,120 SH   SOLE   1,629,120 0 0
SABRE GLBL INC NOTE 4.000% 4/1 78573NAE2   944,140 1,000,000 PRN   SOLE   1,000,000 0 0