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 | 8,016,074 | 51,837 | SH | SOLE | 51,837 | 0 | 0 | ||
| AMERANT BANCORP INC | CL A | 023576101 | 4,048,330 | 196,140 | SH | SOLE | 196,140 | 0 | 0 | ||
| CHATHAM LODGING TR | COM | 16208T102 | 463,528 | 65,011 | SH | SOLE | 65,011 | 0 | 0 | ||
| FIRST AMERN FINL CORP | COM | 31847R102 | 66,211,547 | 1,008,861 | SH | SOLE | 1,008,861 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COM NEW | 69007J304 | 31,235,645 | 1,935,294 | SH | SOLE | 1,935,294 | 0 | 0 | ||
| PARK HOTELS & RESORTS INC | COM | 700517105 | 18,819,036 | 1,762,082 | SH | SOLE | 1,762,082 | 0 | 0 | ||
| PEBBLEBROOK HOTEL TR | COM | 70509V100 | 740,706 | 73,120 | SH | SOLE | 73,120 | 0 | 0 | ||
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 39,734,491 | 505,335 | SH | SOLE | 505,335 | 0 | 0 | ||
| SABRE CORP | COM | 78573M104 | 4,577,827 | 1,629,120 | SH | SOLE | 1,629,120 | 0 | 0 | ||
| SABRE GLBL INC | NOTE 4.000% 4/1 | 78573NAE2 | 998,290 | 1,000,000 | PRN | SOLE | 1,000,000 | 0 | 0 | ||