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    <nameOfIssuer>AGNC Investment Corp 6.125</nameOfIssuer>
    <titleOfClass>PFD</titleOfClass>
    <cusip>00123Q872</cusip>
    <value>822</value>
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    <votingAuthority>
      <Sole>40000</Sole>
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      <None>0</None>
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    <nameOfIssuer>AGNC Investment Corp 7</nameOfIssuer>
    <titleOfClass>PFD</titleOfClass>
    <cusip>00123q500</cusip>
    <value>928</value>
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      <sshPrnamt>40600</sshPrnamt>
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    <votingAuthority>
      <Sole>40600</Sole>
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      <None>0</None>
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    <nameOfIssuer>Wells Fargo &amp; Company FPP 7.5</nameOfIssuer>
    <titleOfClass>PFD</titleOfClass>
    <cusip>949746804</cusip>
    <value>427</value>
    <shrsOrPrnAmt>
      <sshPrnamt>329</sshPrnamt>
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      <Sole>329</Sole>
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      <None>0</None>
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    <nameOfIssuer>Abbott Laboratories</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>002824100</cusip>
    <value>137</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1500</sshPrnamt>
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    <votingAuthority>
      <Sole>1500</Sole>
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      <None>0</None>
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    <nameOfIssuer>AbbVie Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00287y109</cusip>
    <value>147</value>
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      <sshPrnamt>1500</sshPrnamt>
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    <votingAuthority>
      <Sole>1500</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Acuity Brands Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00508y102</cusip>
    <value>9861</value>
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      <sshPrnamt>102998</sshPrnamt>
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    <votingAuthority>
      <Sole>102998</Sole>
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      <None>0</None>
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    <nameOfIssuer>Acuity Brands Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00508y102</cusip>
    <value>3657</value>
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      <sshPrnamt>38200</sshPrnamt>
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    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>38200</None>
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    <nameOfIssuer>Alleghany Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>017175100</cusip>
    <value>5087</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10399</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>10399</Sole>
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      <None>0</None>
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    <nameOfIssuer>American Vanguard Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>030371108</cusip>
    <value>904</value>
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      <sshPrnamt>65700</sshPrnamt>
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    <votingAuthority>
      <Sole>65700</Sole>
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      <None>0</None>
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    <nameOfIssuer>American Vanguard Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>030371108</cusip>
    <value>652</value>
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      <sshPrnamt>47355</sshPrnamt>
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      <Sole>0</Sole>
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    <nameOfIssuer>Apex Global Brands Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03755M201</cusip>
    <value>927</value>
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      <sshPrnamt>762472</sshPrnamt>
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      <Sole>841461</Sole>
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      <None>0</None>
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    <nameOfIssuer>Apex Global Brands Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03755M201</cusip>
    <value>137</value>
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      <sshPrnamt>122594</sshPrnamt>
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      <Sole>0</Sole>
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    <nameOfIssuer>Avanos Medical, Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>05350v106</cusip>
    <value>9729</value>
    <shrsOrPrnAmt>
      <sshPrnamt>331016</sshPrnamt>
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      <Sole>331016</Sole>
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      <None>0</None>
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    <nameOfIssuer>Avanos Medical, Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>05350v106</cusip>
    <value>3521</value>
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      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>119800</None>
    </votingAuthority>
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    <nameOfIssuer>Avid Technology Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>05367p100</cusip>
    <value>8279</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1138846</sshPrnamt>
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      <Sole>1138846</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Avid Technology Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>05367p100</cusip>
    <value>4176</value>
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      <sshPrnamt>574429</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>574429</None>
    </votingAuthority>
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    <nameOfIssuer>Axalta Coating Systems Ltd</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>g0750c108</cusip>
    <value>10402</value>
    <shrsOrPrnAmt>
      <sshPrnamt>461281</sshPrnamt>
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    <votingAuthority>
      <Sole>461281</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Axalta Coating Systems Ltd</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>g0750c108</cusip>
    <value>3876</value>
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      <sshPrnamt>171900</sshPrnamt>
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    <votingAuthority>
      <Sole>0</Sole>
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      <None>171900</None>
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    <nameOfIssuer>AZZ Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>002474104</cusip>
    <value>4784</value>
    <shrsOrPrnAmt>
      <sshPrnamt>139400</sshPrnamt>
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    <votingAuthority>
      <Sole>139400</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>AZZ Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>002474104</cusip>
    <value>2728</value>
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      <sshPrnamt>79500</sshPrnamt>
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      <Sole>0</Sole>
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      <None>79500</None>
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    <nameOfIssuer>Berkshire Hathaway Inc CL B</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>084670702</cusip>
    <value>3499</value>
    <shrsOrPrnAmt>
      <sshPrnamt>19600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>19600</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Capital Senior Living Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>140475104</cusip>
    <value>1244</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1751728</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1751728</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Capital Senior Living Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>140475104</cusip>
    <value>721</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1015000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>DFND</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1015000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Carbon Energy Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>14110q100</cusip>
    <value>6</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6250</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6250</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
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    <nameOfIssuer>CenturyLink Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>156700106</cusip>
    <value>5943</value>
    <shrsOrPrnAmt>
      <sshPrnamt>592492</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>592492</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Chevron Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>166764100</cusip>
    <value>89</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1000</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cinemark Holdings Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>17243V102</cusip>
    <value>3931</value>
    <shrsOrPrnAmt>
      <sshPrnamt>340327</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>340327</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cinemark Holdings Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>17243V102</cusip>
    <value>1590</value>
    <shrsOrPrnAmt>
      <sshPrnamt>137700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>DFND</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>137700</None>
    </votingAuthority>
  </infoTable>
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    <nameOfIssuer>Clean Harbors Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>184496107</cusip>
    <value>1831</value>
    <shrsOrPrnAmt>
      <sshPrnamt>30531</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>30531</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Colfax Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>194014106</cusip>
    <value>18049</value>
    <shrsOrPrnAmt>
      <sshPrnamt>646932</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>646932</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Colfax Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>194014106</cusip>
    <value>7466</value>
    <shrsOrPrnAmt>
      <sshPrnamt>267600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>DFND</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>267600</None>
    </votingAuthority>
  </infoTable>
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    <nameOfIssuer>CommVault Systems Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>204166102</cusip>
    <value>9203</value>
    <shrsOrPrnAmt>
      <sshPrnamt>237800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>237800</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CommVault Systems Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>204166102</cusip>
    <value>4029</value>
    <shrsOrPrnAmt>
      <sshPrnamt>104100</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>DFND</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>104100</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Compass Minerals International</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>20451n101</cusip>
    <value>21242</value>
    <shrsOrPrnAmt>
      <sshPrnamt>435729</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>435729</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Compass Minerals International</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>20451n101</cusip>
    <value>8921</value>
    <shrsOrPrnAmt>
      <sshPrnamt>183000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>DFND</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>183000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Contango ORE Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>21077f100</cusip>
    <value>21</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
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    <nameOfIssuer>CSW Industrials Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>126402106</cusip>
    <value>14</value>
    <shrsOrPrnAmt>
      <sshPrnamt>200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>200</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>DLH Holdings Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>23335q100</cusip>
    <value>1739</value>
    <shrsOrPrnAmt>
      <sshPrnamt>236901</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>236901</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>DLH Holdings Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>23335q100</cusip>
    <value>1028</value>
    <shrsOrPrnAmt>
      <sshPrnamt>140042</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>DFND</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>140042</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>E.W. Scripps Company</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>811054402</cusip>
    <value>14935</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1706839</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1706839</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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      <None>144200</None>
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