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
COSTAMARE INC SHS Y1771G102 167 25,000 SH   OTR 1 25,000 0 0
DORIAN LPG LTD SHS USD Y2106R110 3,159 300,000 SH   OTR 1 300,000 0 0
STEALTHGAS INC SHS Y81669106 3,213 805,235 SH   OTR 1 805,235 0 0
STEALTHGAS INC SHS Y81669106 50 12,450 SH   SOLE N/A 12,450 0 0
ADVANCED ENERGY INDS COM 007973100 365 5,325 SH   SOLE N/A 5,325 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 1,901 135,505 SH   OTR 1 135,505 0 0
AMREP CORP NEW COM 032159105 4,535 707,494 SH   OTR 1 707,494 0 0
AMREP CORP NEW COM 032159105 55 8,579 SH   SOLE N/A 8,579 0 0
ATWOOD OCEANICS INC COM 050095108 11,705 1,228,232 SH   OTR 1 1,228,232 0 0
ATWOOD OCEANICS INC COM 050095108 663 69,552 SH   SOLE N/A 69,552 0 0
BMC STK HLDGS INC COM 05591B109 69,779 3,087,585 SH   OTR 1 3,087,585 0 0
BMC STK HLDGS INC COM 05591B109 2,086 92,312 SH   SOLE N/A 92,312 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1 7 SH   SOLE N/A 7 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 721 4,327 SH   OTR 1 4,327 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 30,639 2,056,316 SH   OTR 1 2,056,316 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 1,769 118,744 SH   SOLE N/A 118,744 0 0
CSI COMPRESSCO LP COM UNIT 12637A103 299 30,500 SH   OTR 1 30,500 0 0
CSI COMPRESSCO LP COM UNIT 12637A103 18 1,820 SH   SOLE N/A 1,820 0 0
CANADIAN NAT RES LTD COM 136385101 6,181 188,510 SH   OTR 1 188,510 0 0
CANADIAN NAT RES LTD COM 136385101 953 29,059 SH   SOLE N/A 29,059 0 0
CAVCO INDS INC DEL COM 149568107 16,327 140,263 SH   OTR 1 140,263 0 0
CAVCO INDS INC DEL COM 149568107 1,152 9,897 SH   SOLE N/A 9,897 0 0
CUMMINS INC COM 231021106 133 880 SH   OTR 1 880 0 0
CUMMINS INC COM 231021106 134 885 SH   SOLE N/A 885 0 0
DANA HOLDING CORP COM 235825205 3,772 195,325 SH   OTR 1 195,325 0 0
DAWSON GEOPHYSICAL CO NEW COM 239360100 52 9,312 SH   SOLE N/A 9,312 0 0
DAWSON GEOPHYSICAL CO NEW COM 239360100 75 13,533 SH   OTR 1 13,533 0 0
EXTERRAN CORP COM 30227H106 11,628 369,737 SH   OTR 1 369,737 0 0
EXTERRAN CORP COM 30227H106 99 3,150 SH   SOLE N/A 3,150 0 0
GIBRALTAR INDS INC COM 374689107 4,249 103,128 SH   OTR 1 103,128 0 0
HALLADOR ENERGY COMPANY COM 40609P105 250 31,256 SH   OTR 1 31,256 0 0
HALLADOR ENERGY COMPANY COM 40609P105 105 13,133 SH   SOLE N/A 13,133 0 0
HELIX ENERGY SOLUTIONS GROUP INC COM 42330P107 272 35,000 SH   OTR 1 35,000 0 0
HELMERICH & PAYNE INC COM 423452101 3,563 53,518 SH   OTR 1 53,518 0 0
HELMERICH & PAYNE INC COM 423452101 86 1,294 SH   SOLE N/A 1,294 0 0
INSTEEL INDUSTRIES INC COM 45774W108 8,689 240,413 SH   OTR 1 240,413 0 0
LSB INDS INC COM 502160104 19,866 2,117,886 SH   OTR 1 2,117,886 0 0
LSB INDS INC COM 502160104 367 39,083 SH   SOLE N/A 39,083 0 0
LEUCADIA NATL CORP COM 527288104 14,943 574,732 SH   OTR 1 574,732 0 0
LEUCADIA NATL CORP COM 527288104 504 19,377 SH   SOLE N/A 19,377 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 267 6,000 SH   OTR 1 6,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 8,559 98,540 SH   OTR 1 98,540 0 0
LINCOLN ELEC HLDGS INC COM 533900106 15 175 SH   SOLE N/A 175 0 0
LIQUIDITY SERVICES INC COM 53635B107 3,075 384,394 SH   OTR 1 384,394 0 0
LIQUIDITY SERVICES INC COM 53635B107 102 12,800 SH   SOLE N/A 12,800 0 0
METHODE ELECTRS INC COM 591520200 9,916 217,460 SH   OTR 1 217,460 0 0
MOBILE MINI INC COM 60740F105 186 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 GROUP IN CL A 638517102 294 965 SH   OTR 1 965 0 0
NATIONAL WESTN LIFE GROUP IN CL A 638517102 44 146 SH   SOLE N/A 146 0 0
NORBORD INC COM NEW 65548P403 11,544 404,896 SH   OTR 1 404,896 0 0
NORBORD INC COM NEW 65548P403 245 8,576 SH   SOLE N/A 8,576 0 0
OMNOVA SOLUTIONS INC COM 682129101 10,174 1,027,689 SH   OTR 1 1,027,689 0 0
OMNOVA SOLUTIONS INC COM 682129101 45 4,550 SH   SOLE N/A 4,550 0 0
PICO HLDGS INC COM NEW 693366205 3,161 225,800 SH   OTR 1 225,800 0 0
PICO HLDGS INC COM NEW 693366205 95 6,790 SH   SOLE N/A 6,790 0 0
PANHANDLE OIL AND GAS INC CL A 698477106 12,921 672,949 SH   OTR 1 672,949 0 0
PANHANDLE OIL AND GAS INC CL A 698477106 1,611 83,888 SH   SOLE N/A 83,888 0 0
PIONEER NAT RES CO COM 723787107 233 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 512 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 4,364 739,641 SH   OTR 1 739,641 0 0
RADNET INC COM 750491102 52 8,775 SH   SOLE N/A 8,775 0 0
SEACOR HOLDINGS INC COM 811904101 5,886 85,076 SH   OTR 1 85,076 0 0
SEACOR HOLDINGS INC COM 811904101 106 1,525 SH   SOLE N/A 1,525 0 0
SENECA FOODS CORP NEW CL A 817070501 621 17,203 SH   OTR 1 17,203 0 0
SENECA FOODS CORP NEW CL A 817070501 9 240 SH   SOLE N/A 240 0 0
SKYLINE CORP COM 830830105 756 80,300 SH   OTR 1 80,300 0 0
SPARK NETWORKS INC COM 84651P100 324 314,125 SH   OTR 1 314,125 0 0
TIDEWATER INC COM 886423102 4,993 4,341,350 SH   OTR 1 4,341,350 0 0
TIDEWATER INC COM 886423102 25 22,170 SH   SOLE N/A 22,170 0 0
TIMKEN CO COM 887389104 335 7,410 SH   OTR 1 7,410 0 0
U M H PPTYS INC COM 903002103 7,515 494,089 SH   OTR 1 494,089 0 0
U M H PPTYS INC COM 903002103 237 15,550 SH   SOLE N/A 15,550 0 0
WESTERN DIGITAL CORP COM 958102105 4,741 57,440 SH   OTR 1 57,440 0 0
WESTLAKE CHEM CORP COM 960413102 17,775 269,110 SH   OTR 1 269,110 0 0
WESTLAKE CHEM CORP COM 960413102 161 2,435 SH   SOLE N/A 2,435 0 0
WPX ENERGY INC COM 98212B103 700 52,300 SH   OTR 1 52,300 0 0
XERIUM TECHNOLOGIES INC COM NEW 98416J118 2,382 372,258 SH   OTR 1 372,258 0 0
XERIUM TECHNOLOGIES INC COM NEW 98416J118 16 2,500 SH   SOLE N/A 2,500 0 0