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
VISTAPRINT N V SHS N93540107 5,115 90,380 SH   OTR 1 90,380 0 0
STARR BULK CARRIERS CORP SHS NEW Y8162K121 1,082 106,858 SH   OTR 1 106,858 0 0
STEALTHGAS INC SHS Y81669106 1,828 200,000 SH   OTR 1 200,000 0 0
ADVANCED ENERGY INDS COM 007973100 311 17,785 SH   SOLE N/A 17,785 0 0
ADVANCED ENERGY INDS COM 007973100 8,110 463,140 SH   OTR 1 463,140 0 0
AMREP CORP NEW COM 032159105 36 4,130 SH   SOLE N/A 4,130 0 0
AMREP CORP NEW COM 032159105 5,914 680,529 SH   OTR 1 680,529 0 0
APPLE INC COM 037833100 391 820 SH   SOLE N/A 820 0 0
ATWOOD OCEANICS INC COM 050095108 629 11,433 SH   SOLE N/A 11,433 0 0
ATWOOD OCEANICS INC COM 050095108 14,822 269,288 SH   OTR 1 269,288 0 0
BPZ RESOURCES INC COM 055639108 834 427,835 SH   OTR 1 427,835 0 0
BALDWIN & LYONS INC CL A 057755100 1 45 SH   SOLE N/A 45 0 0
BALDWIN & LYONS INC CL A 057755100 539 22,656 SH   OTR 1 22,656 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 57 500 SH   SOLE N/A 500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 936 8,249 SH   OTR 1 8,249 0 0
BLUELINX HLDGS INC COM 09624H109 188 96,212 SH   SOLE N/A 96,212 0 0
BLUELINX HLDGS INC COM 09624H109 280 143,791 SH   OTR 1 143,791 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 901 153,194 SH   SOLE N/A 153,194 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 23,931 4,069,859 SH   OTR 1 4,069,859 0 0
CGG SPONS ADR 12531Q105 121 5,236 SH   SOLE N/A 5,236 0 0
CGG SPONS ADR 12531Q105 1,758 76,285 SH   OTR 1 76,285 0 0
CPI AEROSTRUCTURES INC COM NEW 125919308 2,893 249,622 SH   OTR 1 249,622 0 0
CAL MAINE FOODS INC COM NEW 128030202 288 5,990 SH   SOLE N/A 5,990 0 0
CAL MAINE FOODS INC COM NEW 128030202 5,492 114,253 SH   OTR 1 114,253 0 0
CANADIAN NAT RES LTD COM 136385101 225 7,150 SH   SOLE N/A 7,150 0 0
CANADIAN NAT RES LTD COM 136385101 9,099 289,405 SH   OTR 1 289,405 0 0
CAVCO INDS INC DEL COM 149568107 68 1,200 SH   SOLE N/A 1,200 0 0
CAVCO INDS INC DEL COM 149568107 12,170 213,699 SH   OTR 1 213,699 0 0
COAST DISTR SYS COM 190345108 138 36,050 SH   SOLE N/A 36,050 0 0
COAST DISTR SYS COM 190345108 1,475 383,989 SH   OTR 1 383,989 0 0
DEVON ENERGY CORP NEW COM 25179M103 263 4,550 SH   OTR 1 4,550 0 0
DREW INDS INC COM NEW 26168L205 170 3,740 SH   SOLE N/A 3,740 0 0
DREW INDS INC COM NEW 26168L205 5,412 118,847 SH   OTR 1 118,847 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 39 4,200 SH   SOLE N/A 4,200 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 1,671 182,205 SH   OTR 1 182,205 0 0
ERA GROUP INC COM 26885G109 33 1,225 SH   SOLE N/A 1,225 0 0
ERA GROUP INC COM 26885G109 1,737 63,895 SH   OTR 1 63,895 0 0
GIBRALTAR INDS INC COM 374689107 6,868 481,638 SH   OTR 1 481,638 0 0
GLOBAL POWER EQUIPMENT GRP INC COM PAR $0.01 37941P306 10 500 SH   SOLE N/A 500 0 0
GLOBAL POWER EQUIPMENT GRP INC COM PAR $0.01 37941P306 1,552 77,200 SH   OTR 1 77,200 0 0
GRAFTECH INTL LTD COM 384313102 3,081 364,600 SH   OTR 1 364,600 0 0
HALLADOR ENERGY COMPANY COM 40609P105 228 31,287 SH   SOLE N/A 31,287 0 0
HALLADOR ENERGY COMPANY COM 40609P105 260 35,626 SH   OTR 1 35,626 0 0
HELMERICH & PAYNE INC COM 423452101 62 900 SH   SOLE N/A 900 0 0
HELMERICH & PAYNE INC COM 423452101 6,763 98,082 SH   OTR 1 98,082 0 0
IFM INVTS LTD ADS CL A NEW 45172L209 505 280,708 SH   OTR 1 280,708 0 0
INTERGRATED ELECTRICAL SVC COM 45811E305 81 20,040 SH   SOLE N/A 20,040 0 0
JOY GLOBAL INC COM 481165108 3 53 SH   SOLE N/A 53 0 0
JOY GLOBAL INC COM 481165108 2,259 44,262 SH   OTR 1 44,262 0 0
LSB INDS INC COM 502160104 297 8,860 SH   SOLE N/A 8,860 0 0
LSB INDS INC COM 502160104 12,253 365,425 SH   OTR 1 365,425 0 0
LEUCADIA NATL CORP COM 527288104 643 23,592 SH   SOLE N/A 23,592 0 0
LEUCADIA NATL CORP COM 527288104 18,034 662,024 SH   OTR 1 662,024 0 0
LIMONEIRA CO COM 532746104 213 8,310 SH   OTR 1 8,310 0 0
LINCOLN ELEC HLDGS INC COM 533900106 23 350 SH   SOLE N/A 350 0 0
LINCOLN ELEC HLDGS INC COM 533900106 7,380 110,774 SH   OTR 1 110,774 0 0
MANHATTAN BRIDGE CAPITAL INC COM 562803106 19 10,000 SH   SOLE N/A 10,000 0 0
MOBILE MINI INC COM 60740F105 38 1,110 SH   SOLE N/A 1,110 0 0
MOBILE MINI INC COM 60740F105 1,159 34,032 SH   OTR 1 34,032 0 0
NATIONAL WESTN LIFE INS CO CL A 638522102 29 146 SH   SOLE N/A 146 0 0
NATIONAL WESTN LIFE INS CO CL A 638522102 397 1,967 SH   OTR 1 1,967 0 0
OMNOVA SOLUTIONS INC COM 682129101 118 13,850 SH   SOLE N/A 13,850 0 0
OMNOVA SOLUTIONS INC COM 682129101 12,920 1,511,142 SH   OTR 1 1,511,142 0 0
PHI INC COM VTG 69336T106 636 17,381 SH   OTR 1 17,381 0 0
PHI INC COM NON VTG 69336T205 142 3,775 SH   SOLE N/A 3,775 0 0
PHI INC COM NON VTG 69336T205 97 2,575 SH   OTR 1 2,575 0 0
PICO HLDGS INC COM NEW 693366205 203 9,365 SH   SOLE N/A 9,365 0 0
PICO HLDGS INC COM NEW 693366205 2,912 134,445 SH   OTR 1 134,445 0 0
PANHANDLE OIL AND GAS INC CL A 698477106 1,504 53,180 SH   SOLE N/A 53,180 0 0
PANHANDLE OIL AND GAS INC CL A 698477106 18,707 661,500 SH   OTR 1 661,500 0 0
PIONEER NAT RES CO COM 723787107 28 150 SH   SOLE N/A 150 0 0
PIONEER NAT RES CO COM 723787107 236 1,250 SH   OTR 1 1,250 0 0
PRICESMART INC COM 741511109 509 5,345 SH   SOLE N/A 5,345 0 0
PRICESMART INC COM 741511109 6,120 64,267 SH   OTR 1 64,267 0 0
RADNET INC COM 750491102 13 5,575 SH   SOLE N/A 5,575 0 0
RADNET INC COM 750491102 241 100,000 SH   OTR 1 100,000 0 0
SEACOR HOLDINGS INC COM 811904101 152 1,682 SH   SOLE N/A 1,682 0 0
SEACOR HOLDINGS INC COM 811904101 6,480 71,645 SH   OTR 1 71,645 0 0
SENECA FOODS CORP NEW CL A 817070501 174 5,789 SH   SOLE N/A 5,789 0 0
SENECA FOODS CORP NEW CL A 817070501 3,728 123,909 SH   OTR 1 123,909 0 0
SKECHERS U S A INC CL A 830566105 343 11,025 SH   SOLE N/A 11,025 0 0
SKECHERS U S A INC CL A 830566105 9,792 314,745 SH   OTR 1 314,745 0 0
SKYLINE CORP COM 830830105 1 250 SH   SOLE N/A 250 0 0
SKYLINE CORP COM 830830105 503 101,350 SH   OTR 1 101,350 0 0
SPARTAN MTRS INC COM 846819100 100 16,510 SH   OTR 1 16,510 0 0
STEEL PARTNERS HLDGS L P LTD PRTRSHIP U 85814R107 300 20,000 SH   OTR 1 20,000 0 0
STERLING FINL CORP WASH COM NEW 859319303 1 38 SH   OTR 1 38 0 0
STOCK BLDG SUPPLY HLDGS INC COM 86101X104 329 25,050 SH   OTR 1 25,050 0 0
TGC INDS INC COM NEW 872417308 33 4,160 SH   SOLE N/A 4,160 0 0
TGC INDS INC COM NEW 872417308 222 28,119 SH   OTR 1 28,119 0 0
TAL INTL GROUP INC COM 874083108 25 525 SH   SOLE N/A 525 0 0
TAL INTL GROUP INC COM 874083108 376 8,050 SH   OTR 1 8,050 0 0
TALISMAN ENERGY INC COM 87425E103 0 27 SH   SOLE N/A 27 0 0
TALISMAN ENERGY INC COM 87425E103 485 42,150 SH   OTR 1 42,150 0 0
TIMKEN CO COM 887389104 487 8,060 SH   OTR 1 8,060 0 0
TURQUOISE HILL RES LTD COM 900435108 44 10,000 SH   OTR 1 10,000 0 0
U M H PROPERTIES INC COM 903002103 17 1,750 SH   SOLE N/A 1,750 0 0
U M H PROPERTIES INC COM 903002103 7,044 709,354 SH   OTR 1 709,354 0 0
WESTLAKE SHEM CORP COM 960413102 1,047 10,000 SH   OTR 1 10,000 0 0
WPX ENERGY INC COM 98212B103 1,471 76,350 SH   OTR 1 76,350 0 0