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 344 5,325 SH   SOLE N/A 5,325 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 1,605 131,745 SH   OTR 1 131,745 0 0
AMREP CORP NEW COM 032159105 4,744 707,734 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 9,938 1,111,602 SH   OTR 1 1,111,602 0 0
ATWOOD OCEANICS INC COM 050095108 567 69,552 SH   SOLE N/A 69,552 0 0
BELDEN INC COM 077454106 264 69,552 SH   OTR 1 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 729 4,442 SH   OTR 1 4,442 0 0
BMC STOCK HOLDINGS INC COM 05591B109 61,589 3,162,585 SH   OTR 1 3,162,585 0 0
BMC STOCK HOLDINGS INC COM 05591B109 1,654 95,178 SH   SOLE N/A 95,178 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 31,267 2,054,158 SH   OTR 1 2,054,158 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 1,820 118,744 SH   SOLE N/A 118,744 0 0
CANADIAN NAT RES LTD COM 136385101 5,367 186,160 SH   OTR 1 186,160 0 0
CANADIAN NAT RES LTD COM 136385101 838 29,059 SH   SOLE N/A 29,059 0 0
CAVCO INDS INC DEL COM 149568107 17,705 162,761 SH   OTR 1 162,761 0 0
CAVCO INDS INC DEL COM 149568107 938 9,962 SH   SOLE N/A 9,962 0 0
COSTAMARE INC SHS Y1771G102 183 25,000 SH   OTR 1 25,000 0 0
CSI COMPRESSCO LP COM UNIT 12367A103 148 21,500 SH   OTR 1 21,500 0 0
CSI COMPRESSCO LP COM UNIT 12367A103 9 1,820 SH   SOLE N/A 1,820 0 0
CUMMINS INC COM 231021106 143 880 SH   OTR 1 880 0 0
CUMMINS INC COM 231021106 144 885 SH   SOLE N/A 885 0 0
DANA HOLDING CORP COM 235825205 4,362 195,325 SH   OTR 1 195,325 0 0
DAWSON GEOPHYSICAL CO COM 239360100 37 9,312 SH   SOLE N/A 9,312 0 0
DAWSON GEOPHYSICAL CO COM 239360100 837 13,533 SH   OTR 1 13,533 0 0
DORIAN LPG LTD COM Y2106R110 2,454 300,791 SH   OTR 1 300,791 0 0
EXTERRAN CORPORATION COM 30227H106 9,807 468,466 SH   OTR 1 468,466 0 0
EXTERRAN CORPORATION COM 30227H106 84 3,150 SH   SOLE N/A 3,150 0 0
GIBRALTAR INDS INC COM 374689107 3,652 105,408 SH   OTR 1 105,408 0 0
HALLADOR ENERGY COMPANY COM 40609P105 243 33,298 SH   OTR 1 33,298 0 0
HALLADOR ENERGY COMPANY COM 40609P105 102 13,133 SH   SOLE N/A 13,133 0 0
HELIX ENERGY SOLUTIONS GROUP INC COM 42330PAG2 197 35,000 SH   OTR 1 35,000 0 0
HELMERICH & PAYNE INC COM 423452101 4,075 51,590 SH   OTR 1 51,590 0 0
HELMERICH & PAYNE INC COM 423452101 70 1,294 SH   SOLE N/A 1,294 0 0
INSTEEL INDUSTRIES INC COM 45774W108 7,825 238,298 SH   OTR 1 238,298 0 0
LEUCADIA NATL CORP COM 527288104 14,782 574,677 SH   OTR 1 574,677 0 0
LEUCADIA NATL CORP COM 527288104 507 18,977 SH   SOLE N/A 18,977 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 366 6,000 SH   OTR 1 6,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 8,939 98,310 SH   OTR 1 98,310 0 0
LINCOLN ELEC HLDGS INC COM 533900106 16 175 SH   SOLE N/A 175 0 0
LIQUIDITY SERVICES INC COM 53635B107 2,407 402,394 SH   OTR 1 402,394 0 0
LIQUIDITY SERVICES INC COM 53635B107 81 12,800 SH   SOLE N/A 12,800 0 0
LSB INDS INC COM 502160104 21,893 2,163,032 SH   OTR 1 2,163,032 0 0
LSB INDS INC COM 502160104 404 39,083 SH   SOLE N/A 39,083 0 0
METHODE ELECTRONICS INC COM 591520200 8,814 217,925 SH   OTR 1 217,925 0 0
MOBILE MINI INC COM 60740F105 182 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 308 1,002 SH   OTR 1 1,002 0 0
NATIONAL WESTN LIFE INS CO CL A 638517102 47 146 SH   SOLE N/A 146 0 0
NORBORD INC COM NEW 65548P403 13,506 404,037 SH   OTR 1 404,037 0 0
NORBORD INC COM NEW 65548P403 267 8,576 SH   SOLE N/A 8,576 0 0
OMNOVA SOLUTIONS INC COM 682129101 9,847 1,026,589 SH   OTR 1 1,026,589 0 0
OMNOVA SOLUTIONS INC COM 682129101 44 4,550 SH   SOLE N/A 4,550 0 0
PANHANDLE OIL AND GAS INC CL A 698477106 15,510 672,340 SH   OTR 1 672,340 0 0
PANHANDLE OIL AND GAS INC CL A 698477106 1,938 81,861 SH   SOLE N/A 81,861 0 0
PICO HLDGS INC COM NEW 693366205 3,893 229,905 SH   OTR 1 229,905 0 0
PICO HLDGS INC COM NEW 693366205 119 6,790 SH   SOLE N/A 6,790 0 0
PIONEER NAT RES CO COM 723787107 199 1,250 SH   OTR 1 1,250 0 0
PIONEER NAT RES CO COM 723787107 24 150 SH   SOLE N/A 150 0 0
PRICESMART INC COM 741511109 486 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 6,617 733,541 SH   OTR 1 733,541 0 0
RADNET INC COM 750491102 68 8,775 SH   SOLE N/A 8,775 0 0
SEACOR HOLDINGS INC COM 811904101 2,878 86,781 SH   OTR 1 86,781 0 0
SEACOR HOLDINGS INC COM 811904101 52 1,525 SH   SOLE N/A 1,525 0 0
SEACOR MARINE HOLDINGS INC COM 78413P101 1,715 84,251 SH   OTR 1 84,251 0 0
SEACOR MARINE HOLDINGS INC COM 78413P101 31 1,528 SH   SOLE N/A 1,528 0 0
SENECA FOODS CORP NEW CL A 817070501 278 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 634 76,278 SH   OTR 1 76,278 0 0
SPARK NETWORKS INC COM 84651P100 302 297,325 SH   OTR 1 297,325 0 0
STEALTHGAS INC SHS Y81669106 2,583 844,894 SH   OTR 1 844,894 0 0
STEALTHGAS INC SHS Y81669106 40 12,450 SH   SOLE N/A 12,450 0 0
TIDEWATER INC COM 886423102 3,287 4,335,200 SH   OTR 1 4,335,200 0 0
TIDEWATER INC COM 886423102 17 22,170 SH   SOLE N/A 22,170 0 0
TIMKEN CO COM 887389104 343 7,410 SH   OTR 1 7,410 0 0
U M H PROPERTIES INC COM 903002103 8,276 500,264 SH   OTR 1 500,264 0 0
U M H PROPERTIES INC COM 903002103 265 15,550 SH   SOLE N/A 15,550 0 0
WESTERN DIGITAL CORP COM 958102105 5,018 56,930 SH   OTR 1 56,930 0 0
WESTLAKE CHEM CORP COM 960413102 17,664 268,730 SH   OTR 1 268,730 0 0
WESTLAKE CHEM CORP COM 960413102 161 2,435 SH   SOLE N/A 2,435 0 0
WHITE MOUNTAINS INSURANCE GROUP LTD COM G9618E107 282 325 SH   OTR 1 325 0 0
WORLD FUEL SERVICES CORP COM 981475106 231 6,000 SH   OTR 1 6,000 0 0
WPX ENERGY INC COM 98212B103 499 52,750 SH   OTR 1 52,750 0 0
XERIUM TECHNOLOGIES INC COM NEW 98416J118 2,313 358,591 SH   OTR 1 358,591 0 0
XERIUM TECHNOLOGIES INC COM NEW 98416J118 18 2,500 SH   SOLE N/A 2,500 0 0