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 292 5,325 SH   SOLE N/A 5,325 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 1,999 131,745 SH   OTR 1 131,745 0 0
AMREP CORP NEW COM 032159105 5,251 707,734 SH   OTR 1 707,734 0 0
AMREP CORP NEW COM 032159105 58 7,770 SH   SOLE N/A 7,770 0 0
ATWOOD OCEANICS INC COM 050095108 14,595 1,111,602 SH   OTR 1 1,111,602 0 0
ATWOOD OCEANICS INC COM 050095108 913 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 724 4,442 SH   OTR 1 4,442 0 0
BMC STOCK HOLDINGS INC COM 05591B109 61,670 3,162,585 SH   OTR 1 3,162,585 0 0
BMC STOCK HOLDINGS INC COM 05591B109 1,856 95,178 SH   SOLE N/A 95,178 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 22,534 2,054,158 SH   OTR 1 2,054,158 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 1,303 118,744 SH   SOLE N/A 118,744 0 0
CANADIAN NAT RES LTD COM 136385101 5,935 186,160 SH   OTR 1 186,160 0 0
CANADIAN NAT RES LTD COM 136385101 926 29,059 SH   SOLE N/A 29,059 0 0
CAVCO INDS INC DEL COM 149568107 16,252 162,761 SH   OTR 1 162,761 0 0
CAVCO INDS INC DEL COM 149568107 995 9,962 SH   SOLE N/A 9,962 0 0
COSTAMARE INC SHS Y1771G102 140 25,000 SH   OTR 1 25,000 0 0
CSI COMPRESSCO LP COM UNIT 12367A103 209 21,500 SH   OTR 1 21,500 0 0
CSI COMPRESSCO LP COM UNIT 12367A103 18 1,820 SH   SOLE N/A 1,820 0 0
CUMMINS INC COM 231021106 120 880 SH   OTR 1 880 0 0
CUMMINS INC COM 231021106 121 885 SH   SOLE N/A 885 0 0
DANA HOLDING CORP COM 235825205 3,707 195,325 SH   OTR 1 195,325 0 0
DAWSON GEOPHYSICAL CO COM 239360100 75 9,312 SH   SOLE N/A 9,312 0 0
DAWSON GEOPHYSICAL CO COM 239360100 109 13,533 SH   OTR 1 13,533 0 0
DORIAN LPG LTD COM Y2106R110 2,469 300,791 SH   OTR 1 300,791 0 0
EXTERRAN CORPORATION COM 30227H106 11,196 468,466 SH   OTR 1 468,466 0 0
EXTERRAN CORPORATION COM 30227H106 75 3,150 SH   SOLE N/A 3,150 0 0
GIBRALTAR INDS INC COM 374689107 4,390 105,408 SH   OTR 1 105,408 0 0
HALLADOR ENERGY COMPANY COM 40609P105 303 33,298 SH   OTR 1 33,298 0 0
HALLADOR ENERGY COMPANY COM 40609P105 119 13,133 SH   SOLE N/A 13,133 0 0
HELMERICH & PAYNE INC COM 423452101 3,993 51,590 SH   OTR 1 51,590 0 0
HELMERICH & PAYNE INC COM 423452101 100 1,294 SH   SOLE N/A 1,294 0 0
INSTEEL INDUSTRIES INC COM 45774W108 8,493 238,298 SH   OTR 1 238,298 0 0
LEUCADIA NATL CORP COM 527288104 13,361 574,677 SH   OTR 1 574,677 0 0
LEUCADIA NATL CORP COM 527288104 441 18,977 SH   SOLE N/A 18,977 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 221 6,000 SH   OTR 1 6,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 7,537 98,310 SH   OTR 1 98,310 0 0
LINCOLN ELEC HLDGS INC COM 533900106 13 175 SH   SOLE N/A 175 0 0
LIQUIDITY SERVICES INC COM 53635B107 3,923 402,394 SH   OTR 1 402,394 0 0
LIQUIDITY SERVICES INC COM 53635B107 125 12,800 SH   SOLE N/A 12,800 0 0
LSB INDS INC COM 502160104 18,213 2,163,032 SH   OTR 1 2,163,032 0 0
LSB INDS INC COM 502160104 329 39,083 SH   SOLE N/A 39,083 0 0
METHODE ELECTRONICS INC COM 591520200 9,011 217,925 SH   OTR 1 217,925 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 311 1,002 SH   OTR 1 1,002 0 0
NATIONAL WESTN LIFE INS CO CL A 638517102 45 146 SH   SOLE N/A 146 0 0
NORBORD INC COM NEW 65548P403 10,202 404,037 SH   OTR 1 404,037 0 0
NORBORD INC COM NEW 65548P403 217 8,576 SH   SOLE N/A 8,576 0 0
OMNOVA SOLUTIONS INC COM 682129101 10,266 1,026,589 SH   OTR 1 1,026,589 0 0
OMNOVA SOLUTIONS INC COM 682129101 46 4,550 SH   SOLE N/A 4,550 0 0
PANHANDLE OIL AND GAS INC CL A 698477106 15,834 672,340 SH   OTR 1 672,340 0 0
PANHANDLE OIL AND GAS INC CL A 698477106 1,928 81,861 SH   SOLE N/A 81,861 0 0
PICO HLDGS INC COM NEW 693366205 3,483 229,905 SH   OTR 1 229,905 0 0
PICO HLDGS INC COM NEW 693366205 103 6,790 SH   SOLE N/A 6,790 0 0
PIONEER NAT RES CO COM 723787107 225 1,250 SH   OTR 1 1,250 0 0
PIONEER NAT RES CO COM 723787107 27 150 SH   SOLE N/A 150 0 0
PRICESMART INC COM 741511109 464 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 4,731 733,541 SH   OTR 1 733,541 0 0
RADNET INC COM 750491102 57 8,775 SH   SOLE N/A 8,775 0 0
SEACOR HOLDINGS INC COM 811904101 6,186 86,781 SH   OTR 1 86,781 0 0
SEACOR HOLDINGS INC COM 811904101 109 1,525 SH   SOLE N/A 1,525 0 0
SENECA FOODS CORP NEW CL A 817070501 679 16,942 SH   OTR 1 16,942 0 0
SENECA FOODS CORP NEW CL A 817070501 10 240 SH   SOLE N/A 240 0 0
SKYLINE CORP COM 830830105 1,177 76,278 SH   OTR 1 76,278 0 0
SPARK NETWORKS INC COM 84651P100 250 297,325 SH   OTR 1 297,325 0 0
STEALTHGAS INC SHS Y81669106 2,856 844,894 SH   OTR 1 844,894 0 0
STEALTHGAS INC SHS Y81669106 42 12,450 SH   SOLE N/A 12,450 0 0
TIDEWATER INC COM 886423102 14,783 4,335,200 SH   OTR 1 4,335,200 0 0
TIDEWATER INC COM 886423102 76 22,170 SH   SOLE N/A 22,170 0 0
TIMKEN CO COM 887389104 294 7,410 SH   OTR 1 7,410 0 0
U M H PROPERTIES INC COM 903002103 7,529 500,264 SH   OTR 1 500,264 0 0
U M H PROPERTIES INC COM 903002103 234 15,550 SH   SOLE N/A 15,550 0 0
WESTERN DIGITAL CORP COM 958102105 3,868 56,930 SH   OTR 1 56,930 0 0
WESTLAKE CHEM CORP COM 960413102 15,046 268,730 SH   OTR 1 268,730 0 0
WESTLAKE CHEM CORP COM 960413102 136 2,435 SH   SOLE N/A 2,435 0 0
WPX ENERGY INC COM 98212B103 769 52,750 SH   OTR 1 52,750 0 0
XERIUM TECHNOLOGIES INC COM NEW 98416J118 2,015 358,591 SH   OTR 1 358,591 0 0
XERIUM TECHNOLOGIES INC COM NEW 98416J118 14 2,500 SH   SOLE N/A 2,500 0 0