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
ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 01881G106 2,599 100,617 SH   SOLE   100,617 0 0
ALLY FINL INC COM 02005N100 2,909 123,168 SH   SOLE   123,168 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 4,072 72,696 SH   SOLE   72,696 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/2021 026874156 957 38,874 SH   SOLE   38,874 0 0
ANTHEM INC COM 036752103 4,201 33,429 SH   SOLE   33,429 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 226 1 SH   SOLE   1 0 0
CAPITAL SR LIVING CORP COM 140475104 10,598 425,455 SH   SOLE   425,455 0 0
CELANESE CORP DEL COM SER A 150870103 10,479 174,766 SH   SOLE   174,766 0 0
CITIGROUP INC COM NEW 172967424 7,195 132,977 SH   SOLE   132,977 0 0
HILLENBRAND INC COM 431571108 3,846 111,487 SH   SOLE   111,487 0 0
HYSTER YALE MATLS HANDLING I CL A 449172105 2,505 34,220 SH   SOLE   34,220 0 0
KINDER MORGAN INC DEL COM 49456B101 12,851 303,723 SH   SOLE   303,723 0 0
KINDER MORGAN INC DEL *W EXP 05/25/2017 49456B119 666 156,420 SH   SOLE   156,420 0 0
KOPPERS HOLDINGS INC COM 50060P106 1,543 59,398 SH   SOLE   59,398 0 0
LIFETIME BRANDS INC COM 53222Q103 1,865 108,402 SH   SOLE   108,402 0 0
MORGAN STANLEY COM NEW 617446448 3,165 81,562 SH   SOLE   81,562 0 0
NL INDS INC COM NEW 629156407 18 2,127 SH   SOLE   2,127 0 0
NACCO INDS INC CL A 629579103 2,552 42,997 SH   SOLE   42,997 0 0
NATIONAL PRESTO INDS INC COM 637215104 1,084 18,683 SH   SOLE   18,683 0 0
NEW GOLD INC CDA COM 644535106 5,954 1,384,696 SH   SOLE   1,384,696 0 0
ONEOK INC NEW COM 682680103 331 6,649 SH   SOLE   6,649 0 0
ONEOK PARTNERS LP UNIT LTD PARTN 68268N103 984 24,824 SH   SOLE   24,824 0 0
ORACLE CORP COM 68389X105 11,063 246,015 SH   SOLE   246,015 0 0
OWENS ILL INC COM NEW 690768403 357 13,210 SH   SOLE   13,210 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 110 4,459 SH   SOLE   4,459 0 0
PRECISION DRILLING CORP COM 2010 74022D308 11,341 1,871,499 SH   SOLE   1,871,499 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 6,477 559,301 SH   SOLE   559,301 0 0