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
ADTALEM GLOBAL EDUCATION INC COM 00737L103 20,529 519,204 SH   SOLE   519,204 0 0
APOLLO GLOBAL MANAGEMENT INC COM 03768E105 853 18,152 SH   SOLE   18,152 0 0
BOSTON PPTY COM 101121101 3,026 29,882 SH   SOLE   29,882 0 0
CACI INTERNATIONAL INC COM 127190304 22,445 90,996 SH   SOLE   90,996 0 0
CAESARS ENTERTAINMENT INC COM 12769G100 9,639 110,221 SH   SOLE   110,221 0 0
CALL- KSS 100 @ 65 EXP 04/16/2021 COM 99O8H9K26 36 500 SH   SOLE   500 0 0
CHANGE HEALTHCARE INC COM 15912K100 663 30,000 SH   SOLE   30,000 0 0
CHATHAM LODGING TRUST COM 16208T102 3,265 248,086 SH   SOLE   248,086 0 0
CI FINANCIAL CORP COM 125491100 17,961 1,243,770 SH   SOLE   1,243,770 0 0
CIM COMMERCIAL TRUST CORP COM 125525584 11,739 910,732 SH   SOLE   910,732 0 0
CITY OFFICE REIT COM 178587101 572 53,905 SH   SOLE   53,905 0 0
DELL TECHNOLOGIES -C COM 24703L202 58,226 660,531 SH   SOLE   660,531 0 0
EMCOR GROUP COM 29084Q100 67 600 SH   SOLE   600 0 0
GP STRATEGIES COM 36225V104 5,878 336,848 SH   SOLE   336,848 0 0
GRAY TELEVISION INC COM 389375106 924 50,217 SH   SOLE   50,217 0 0
HEIDRICK STRUGG COM 422819102 429 12,019 SH   SOLE   12,019 0 0
HILL INTERNATIONAL INC COM 431466101 17,777 5,555,256 SH   SOLE   5,555,256 0 0
HOUGHTON MIFFLIN COM 44157R109 20,841 2,734,981 SH   SOLE   2,734,981 0 0
KBR INC COM 48242W106 6,020 156,816 SH   SOLE   156,816 0 0
KKR & CO INC COM 48251W104 10,244 209,699 SH   SOLE   209,699 0 0
KOHL S CORP COM 500255104 21,053 353,173 SH   SOLE   353,173 0 0
MATRIX SERVICE COM 576853105 2,465 188,016 SH   SOLE   188,016 0 0
NEWMARK GROUP INC-CLASS A COM 65158N102 318 31,771 SH   SOLE   31,771 0 0
NEXSTAR MEDIA GROUP INC COM 65336K103 3,607 25,687 SH   SOLE   25,687 0 0
PAE INC COM 69290Y109 22,578 2,503,148 SH   SOLE   2,503,148 0 0
PERSPECTA INC COM 715347100 10,000 344,220 SH   SOLE   344,220 0 0
RMR GROUP INC/THE - A COM 74967R106 10,812 264,924 SH   SOLE   264,924 0 0
RUSSELL 2000 INDEX ISHARES COM 464287655 78 351 SH   SOLE   351 0 0
SCNC APP INT CRP COM 808625107 502 6,009 SH   SOLE   6,009 0 0
SPARK NETWORKS SE-ADR COM 846517100 4,504 604,580 SH   SOLE   604,580 0 0
SUMMIT HOTEL PROPERTIES INC COM 866082100 2,476 243,661 SH   SOLE   243,661 0 0
TISI CB 5 01AUG2023 COM 878155AE0 16,781 17,250,000 SH   SOLE   17,250,000 0 0
UNIVAR SOLUTIONS INC COM 91336L107 242 11,250 SH   SOLE   11,250 0 0
VY GLOBAL GROWTH COM G9444H126 6,673 641,629 SH   SOLE   641,629 0 0