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
ALPHABET INC CAP STK CL A 02079K305 13,233 18,810 SH   OTR 1,2 0 18,810 0
ALPHABET INC CAP STK CL C 02079K107 9,037 13,057 SH   OTR 1,2 0 13,057 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 843 48,295 SH   OTR 1, 2 0 48,295 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 6,444 16,000 SH   OTR 1,2 0 16,000 0
CSW INDUSTRIALS INC COM 126402106 2,069 63,455 SH   OTR 1,2 0 63,455 0
FAMOUS DAVES AMER INC COM 307068106 3,509 697,618 SH   OTR 1,2 0 697,618 0
JAMBA INC COM NEW 47023A309 3,080 299,310 SH   OTR 1, 2 0 299,310 0
LUBYS INC COM 549282101 8,512 1,695,622 SH   OTR 1, 2 0 1,695,622 0
NVE CORP COM NEW 629445206 3,218 54,871 SH   OTR 1, 2 0 54,871 0
PICO HLDGS INC COM NEW 693366205 8,690 918,554 SH   OTR 1, 2 0 0 0
POPEYES LA KITCHEN INC COM 732872106 27,519 503,644 SH   OTR 1, 2 0 503,644 0
STAR GAS PARTNERS L P UNIT LTD PARTNR 85512C105 43,157 4,860,068 SH   OTR 1, 2 0 4,860,068 0
TANDY LEATHER FACTORY INC COM 87538X105 20,320 2,857,936 SH   OTR 1, 2 0 2,857,936 0
THESTREET INC COM 88368Q103 530 469,178 SH   OTR 1, 2 0 469,178 0
WMIH CORP COM 92936P100 1,880 846,800 SH   OTR 1,2 0 846,800 0