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    <nameOfIssuer>AGNC Investment Corp 6.125</nameOfIssuer>
    <titleOfClass>PFD</titleOfClass>
    <cusip>00123q872</cusip>
    <value>885</value>
    <shrsOrPrnAmt>
      <sshPrnamt>40000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>40000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>AGNC Investment Corp 7</nameOfIssuer>
    <titleOfClass>PFD</titleOfClass>
    <cusip>00123q500</cusip>
    <value>420</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
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    <votingAuthority>
      <Sole>17600</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Wells Fargo &amp; Company FPP 7.5</nameOfIssuer>
    <titleOfClass>PFD</titleOfClass>
    <cusip>949746804</cusip>
    <value>388</value>
    <shrsOrPrnAmt>
      <sshPrnamt>289</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>289</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Abbott Laboratories</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>002824100</cusip>
    <value>163</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1500</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>AbbVie Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00287y109</cusip>
    <value>131</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1500</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Acuity Brands Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00508y102</cusip>
    <value>9240</value>
    <shrsOrPrnAmt>
      <sshPrnamt>90281</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>90281</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Acuity Brands Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00508y102</cusip>
    <value>3910</value>
    <shrsOrPrnAmt>
      <sshPrnamt>38200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>DFND</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>38200</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Alleghany Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>017175100</cusip>
    <value>5399</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10373</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>10373</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Alleghany Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>017175100</cusip>
    <value>2706</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>DFND</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>5200</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Apex Global Brands Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03755m300</cusip>
    <value>517</value>
    <shrsOrPrnAmt>
      <sshPrnamt>84972</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>84972</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Apex Global Brands Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03755m300</cusip>
    <value>76</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12256</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>DFND</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>12256</None>
    </votingAuthority>
  </infoTable>
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    <nameOfIssuer>Avanos Medical Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>05350v106</cusip>
    <value>9198</value>
    <shrsOrPrnAmt>
      <sshPrnamt>276889</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
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    <votingAuthority>
      <Sole>276889</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Avanos Medical Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>05350v106</cusip>
    <value>4113</value>
    <shrsOrPrnAmt>
      <sshPrnamt>123800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>DFND</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>123800</None>
    </votingAuthority>
  </infoTable>
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    <nameOfIssuer>Avid Technology Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>05367p100</cusip>
    <value>8726</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1019446</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1019446</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Avid Technology Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>05367p100</cusip>
    <value>4917</value>
    <shrsOrPrnAmt>
      <sshPrnamt>574429</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>DFND</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>574429</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Axalta Coating Systems Ltd</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>g0750c108</cusip>
    <value>3464</value>
    <shrsOrPrnAmt>
      <sshPrnamt>156246</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>156246</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AZZ INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>002474104</cusip>
    <value>8041</value>
    <shrsOrPrnAmt>
      <sshPrnamt>235670</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>235670</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>AZZ INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>002474104</cusip>
    <value>4169</value>
    <shrsOrPrnAmt>
      <sshPrnamt>122200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>DFND</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>122200</None>
    </votingAuthority>
  </infoTable>
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    <nameOfIssuer>Berkshire Hathaway Inc CL B</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>084670702</cusip>
    <value>3929</value>
    <shrsOrPrnAmt>
      <sshPrnamt>18450</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>18450</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Capital Senior Living Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>140475104</cusip>
    <value>980</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1560179</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1560179</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Capital Senior Living Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>140475104</cusip>
    <value>481</value>
    <shrsOrPrnAmt>
      <sshPrnamt>765000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>DFND</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>765000</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Carbon Energy Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>14110q100</cusip>
    <value>2</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6250</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6250</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Chevron Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>166764100</cusip>
    <value>72</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cinemark Holdings Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>17243v102</cusip>
    <value>3172</value>
    <shrsOrPrnAmt>
      <sshPrnamt>317220</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>317220</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cinemark Holdings Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>17243v102</cusip>
    <value>1377</value>
    <shrsOrPrnAmt>
      <sshPrnamt>137700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>DFND</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>137700</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Clean Harbors Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>184496107</cusip>
    <value>1723</value>
    <shrsOrPrnAmt>
      <sshPrnamt>30751</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>30751</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Colfax Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>194014106</cusip>
    <value>17207</value>
    <shrsOrPrnAmt>
      <sshPrnamt>548700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>548700</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Colfax Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>194014106</cusip>
    <value>7294</value>
    <shrsOrPrnAmt>
      <sshPrnamt>232600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>DFND</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>232600</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CommVault Systems Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>204166102</cusip>
    <value>9434</value>
    <shrsOrPrnAmt>
      <sshPrnamt>231220</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>231220</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CommVault Systems Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>204166102</cusip>
    <value>4545</value>
    <shrsOrPrnAmt>
      <sshPrnamt>111400</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>DFND</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>111400</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Compass Minerals International</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>20451n101</cusip>
    <value>24572</value>
    <shrsOrPrnAmt>
      <sshPrnamt>414023</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>414023</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Compass Minerals International</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>20451n101</cusip>
    <value>11401</value>
    <shrsOrPrnAmt>
      <sshPrnamt>192100</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>DFND</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>192100</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Contango ORE Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>21077f100</cusip>
    <value>128</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DLH Holdings Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>23335q100</cusip>
    <value>1735</value>
    <shrsOrPrnAmt>
      <sshPrnamt>239311</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>239311</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DLH Holdings Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>23335q100</cusip>
    <value>1062</value>
    <shrsOrPrnAmt>
      <sshPrnamt>146546</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>DFND</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>146546</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Ducommun Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>264147109</cusip>
    <value>33</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>E.W. Scripps Company</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>811054402</cusip>
    <value>15313</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1338547</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1338547</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>E.W. Scripps Company</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>811054402</cusip>
    <value>7435</value>
    <shrsOrPrnAmt>
      <sshPrnamt>649900</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>DFND</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>649900</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FLIR Systems Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>302445101</cusip>
    <value>1399</value>
    <shrsOrPrnAmt>
      <sshPrnamt>39030</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>39030</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FMC Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>302491303</cusip>
    <value>4494</value>
    <shrsOrPrnAmt>
      <sshPrnamt>42431</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>42431</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
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    <nameOfIssuer>FRP Holdings Inc</nameOfIssuer>
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    <nameOfIssuer>Liberty SiriusXM Group - A</nameOfIssuer>
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    <titleOfClass>COM</titleOfClass>
    <cusip>71742q106</cusip>
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    <nameOfIssuer>Reading International Inc</nameOfIssuer>
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    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>Sensata Technologies Holding</nameOfIssuer>
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    <votingAuthority>
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      <None>153300</None>
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      <Sole>283300</Sole>
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      <None>0</None>
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      <None>142300</None>
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      <sshPrnamt>102676</sshPrnamt>
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</informationTable>
