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
ADVANCED ENERGY INDS COM 007973100 252 5,325 SH   SOLE N/A 5,325 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 2,708 151,645 SH   OTR 1 151,645 0 0
AMREP CORP NEW COM 032159105 5,615 708,014 SH   OTR 1 708,014 0 0
AMREP CORP NEW COM 032159105 62 7,770 SH   SOLE N/A 7,770 0 0
ATWOOD OCEANICS INC COM 050095108 10,548 1,213,852 SH   OTR 1 1,213,852 0 0
ATWOOD OCEANICS INC COM 050095108 604 69,552 SH   SOLE N/A 69,552 0 0
BERKSHIRE HATHAWAY INC DEL CL B 084670702 1 7 SH   SOLE N/A 7 0 0
BERKSHIRE HATHAWAY INC DEL CL B 084670702 649 4,492 SH   OTR 1 4,492 0 0
BMC STOCK HOLDINGS INC COM 05591B109 56,161 3,167,585 SH   OTR 1 3,167,585 0 0
BMC STOCK HOLDINGS INC COM 05591B109 1,688 95,187 SH   SOLE N/A 95,187 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 23,592 2,049,713 SH   OTR 1 2,049,713 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 1,367 118,744 SH   SOLE N/A 118,744 0 0
CANADIAN NAT RES LTD COM 136385101 6,103 190,480 SH   OTR 1 190,480 0 0
CANADIAN NAT RES LTD COM 136385101 983 30,679 SH   SOLE N/A 30,679 0 0
CAVCO INDS INC DEL COM 149568107 16,095 162,491 SH   OTR 1 162,491 0 0
CAVCO INDS INC DEL COM 149568107 974 9,832 SH   SOLE N/A 9,832 0 0
CPI AEROSTRUCTURES INC COM NEW 125919308 171 24,943 SH   OTR 1 24,943 0 0
CSI COMPRESSCO LP COM UNIT 12367A103 228 21,500 SH   OTR 1 21,500 0 0
CSI COMPRESSCO LP COM UNIT 12367A103 19 1,820 SH   SOLE N/A 1,820 0 0
CUMMINS INC COM 231021106 113 880 SH   OTR 1 880 0 0
CUMMINS INC COM 231021106 113 885 SH   SOLE N/A 885 0 0
DANA HOLDING CORP COM 235825205 3,045 195,325 SH   OTR 1 195,325 0 0
DAWSON GEOPHYSICAL CO COM 239359102 71 9,312 SH   SOLE N/A 9,312 0 0
DAWSON GEOPHYSICAL CO COM 239360100 103 13,533 SH   OTR 1 13,533 0 0
DORIAN LPG LTD COM Y2106R110 1,955 325,791 SH   OTR 1 325,791 0 0
DORIAN LPG LTD COM Y2106R110 5 791 SH   SOLE N/A 791 0 0
EXTERRAN CORPORATION COM 30227H106 7,335 467,791 SH   OTR 1 467,791 0 0
EXTERRAN CORPORATION COM 30227H106 49 3,150 SH   SOLE N/A 3,150 0 0
GIBRALTAR INDS INC COM 374689107 3,961 106,633 SH   OTR 1 106,633 0 0
HALLADOR ENERGY COMPANY COM 40609P105 262 33,298 SH   OTR 1 33,298 0 0
HALLADOR ENERGY COMPANY COM 40609P105 103 13,133 SH   SOLE N/A 13,133 0 0
HELMERICH & PAYNE INC COM 423452101 4,221 62,722 SH   OTR 1 62,722 0 0
HELMERICH & PAYNE INC COM 423452101 87 1,294 SH   SOLE N/A 1,294 0 0
INSTEEL INDUSTRIES INC COM 45774W108 6,851 189,048 SH   OTR 1 189,048 0 0
JOY GLOBAL INC COM 481165108 262 9,437 SH   OTR 1 9,437 0 0
JOY GLOBAL INC COM 481165108 6 205 SH   SOLE N/A 205 0 0
LEUCADIA NATL CORP COM 527288104 11,534 605,778 SH   OTR 1 605,778 0 0
LEUCADIA NATL CORP COM 527288104 361 18,977 SH   SOLE N/A 18,977 0 0
LINCOLN ELEC HLDGS INC COM 533900106 6,146 98,155 SH   OTR 1 98,155 0 0
LINCOLN ELEC HLDGS INC COM 533900106 11 175 SH   SOLE N/A 175 0 0
LIQUIDITY SERVICES INC COM 53635B107 4,552 404,994 SH   OTR 1 404,994 0 0
LIQUIDITY SERVICES INC COM 53635B107 144 12,800 SH   SOLE N/A 12,800 0 0
LSB INDS INC COM 502160104 16,183 1,886,114 SH   OTR 1 1,886,114 0 0
LSB INDS INC COM 502160104 337 39,273 SH   SOLE N/A 39,273 0 0
METHODE ELECTRONICS INC COM 591520200 7,618 217,845 SH   OTR 1 217,845 0 0
MOBILE MINI INC COM 60740F105 184 6,090 SH   OTR 1 6,090 0 0
MOBILE MINI INC COM 60740F105 23 770 SH   SOLE N/A 770 0 0
NATIONAL WESTN LIFE INS CO CL A 638517102 206 1,002 SH   OTR 1 1,002 0 0
NATIONAL WESTN LIFE INS CO CL A 638522102 30 146 SH   SOLE N/A 146 0 0
NORBORD INC COM NEW 65548P403 10,430 405,503 SH   OTR 1 405,503 0 0
NORBORD INC COM NEW 65548P403 221 8,576 SH   SOLE N/A 8,576 0 0
OMNOVA SOLUTIONS INC COM 682129101 8,975 1,063,414 SH   OTR 1 1,063,414 0 0
OMNOVA SOLUTIONS INC COM 682129101 38 4,550 SH   SOLE N/A 4,550 0 0
PANHANDLE OIL AND GAS INC CL A 698477106 11,786 672,340 SH   OTR 1 672,340 0 0
PANHANDLE OIL AND GAS INC CL A 698477106 1,513 86,319 SH   SOLE N/A 86,319 0 0
PICO HLDGS INC COM NEW 693366205 2,706 229,550 SH   OTR 1 229,550 0 0
PICO HLDGS INC COM NEW 693366205 80 6,790 SH   SOLE N/A 6,790 0 0
PIONEER NAT RES CO COM 723787107 232 1,250 SH   OTR 1 1,250 0 0
PIONEER NAT RES CO COM 723787107 28 150 SH   SOLE N/A 150 0 0
PRICESMART INC COM 741511109 465 5,553 SH   OTR 1 5,553 0 0
PRICESMART INC COM 741511109 4 45 SH   SOLE N/A 45 0 0
RADNET INC COM 750491102 4,930 666,191 SH   OTR 1 666,191 0 0
RADNET INC COM 750491102 65 8,775 SH   SOLE N/A 8,775 0 0
SEACOR HOLDINGS INC COM 811904101 5,155 86,651 SH   OTR 1 86,651 0 0
SEACOR HOLDINGS INC COM 811904101 91 1,525 SH   SOLE N/A 1,525 0 0
SENECA FOODS CORP NEW CL A 817070501 478 16,942 SH   OTR 1 16,942 0 0
SENECA FOODS CORP NEW CL A 817070501 7 240 SH   SOLE N/A 240 0 0
SKYLINE CORP COM 830830105 886 64,700 SH   OTR 1 64,700 0 0
SPARK NETWORKS INC COM 84651P100 503 318,650 SH   OTR 1 318,650 0 0
STEALTHGAS INC SHS Y81669106 2,649 763,518 SH   OTR 1 763,518 0 0
STEALTHGAS INC SHS Y81669106 43 12,450 SH   SOLE N/A 12,450 0 0
TIDEWATER INC COM 886423102 8,007 2,839,500 SH   OTR 1 2,839,500 0 0
TIDEWATER INC COM 886423102 63 22,170 SH   SOLE N/A 22,170 0 0
TIMKEN CO COM 887389104 227 6,460 SH   OTR 1 6,460 0 0
U M H PROPERTIES INC COM 903002103 6,128 514,089 SH   OTR 1 514,089 0 0
U M H PROPERTIES INC COM 903002103 185 15,550 SH   SOLE N/A 15,550 0 0
WESTERN DIGITAL CORP COM 958102105 3,324 56,855 SH   OTR 1 56,855 0 0
WESTLAKE CHEM CORP COM 960413102 14,360 268,410 SH   OTR 1 268,410 0 0
WESTLAKE CHEM CORP COM 960413102 130 2,435 SH   SOLE N/A 2,435 0 0
WPX ENERGY INC COM 98212B103 723 54,850 SH   OTR 1 54,850 0 0
XERIUM TECHNOLOGIES INC COM NEW 98416J118 3,323 417,930 SH   OTR 1 417,930 0 0
XERIUM TECHNOLOGIES INC COM NEW 98416J118 20 2,500 SH   SOLE N/A 2,500 0 0