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 340 5,325 SH   SOLE N/A 5,325 0 0
AMERCO COM 023586100 242 700 SH   OTR 1 700 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 2,618 131,375 SH   OTR 1 131,375 0 0
AMREP CORP NEW COM 032159105 4,943 687,422 SH   OTR 1 687,422 0 0
AMREP CORP NEW COM 032159105 67 9,358 SH   SOLE N/A 9,358 0 0
AVNET INC COM 053807103 305 7,298 SH   OTR 1 7,298 0 0
BBX CAPITAL CORP CL A 05491N104 5,843 634,430 SH   OTR 1 634,430 0 0
BBX CAPITAL CORP CL A 05491N104 180 19,579 SH   SOLE N/A 19,579 0 0
BELDEN INC COM 077454106 517 7,500 SH   OTR 1 7,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B 084670702 775 3,887 SH   OTR 1 3,887 0 0
BERKSHIRE HATHAWAY INC DEL CL B 084670702 1 7 SH   SOLE N/A 7 0 0
BMC STOCK HOLDINGS INC COM 05591B109 42,074 2,152,125 SH   OTR 1 2,152,125 0 0
BMC STOCK HOLDINGS INC COM 05591B109 1,437 73,487 SH   SOLE N/A 73,487 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 39,019 1,966,695 SH   OTR 1 1,966,695 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 2,282 115,019 SH   SOLE N/A 115,019 0 0
CANADIAN NAT RES LTD COM 136385101 5,870 186,515 SH   OTR 1 186,515 0 0
CANADIAN NAT RES LTD COM 136385101 906 28,794 SH   SOLE N/A 28,794 0 0
CAVCO INDS INC DEL COM 149568107 23,270 133,926 SH   OTR 1 133,926 0 0
CAVCO INDS INC DEL COM 149568107 1,257 7,232 SH   SOLE N/A 7,232 0 0
CORNING INC COM 219350105 558 20,000 SH   OTR 1 20,000 0 0
CORNING INC COM 219350105 1 40 SH   SOLE N/A 40 0 0
CSI COMPRESSCO LP COM UNIT 12367A103 221 30,500 SH   OTR 1 30,500 0 0
CSI COMPRESSCO LP COM UNIT 12367A103 13 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 117 720 SH   SOLE N/A 720 0 0
DANA HOLDING CORP COM 235825205 2,520 97,825 SH   OTR 1 97,825 0 0
DAWSON GEOPHYSICAL CO COM 239360100 1,427 211,756 SH   OTR 1 211,756 0 0
DAWSON GEOPHYSICAL CO COM 239360100 51 7,552 SH   SOLE N/A 7,552 0 0
DIAMOND HILL INVESTMENT GROUP COM 25264R207 496 2,400 SH   OTR 1 2,400 0 0
DORIAN LPG LTD COM Y2106R110 2,383 318,213 SH   OTR 1 318,213 0 0
DORIAN LPG LTD COM Y2106R110 2 233 SH   SOLE N/A 233 0 0
ENSCO PLC SHS CLASS A G3157S106 8,465 1,928,320 SH   OTR 1 1,928,320 0 0
ENSCO PLC SHS CLASS A G3157S106 487 110,903 SH   SOLE N/A 110,903 0 0
EXTERRAN CORPORATION COM 30227H106 9,748 365,092 SH   OTR 1 365,092 0 0
EXTERRAN CORPORATION COM 30227H106 71 2,650 SH   SOLE N/A 2,650 0 0
FRANCESCA HLDGS CORP COM 351793104 1,770 368,800 SH   OTR 1 368,800 0 0
FRP HOLDINGS INC COM 30292L107 336 6,000 SH   OTR 1 6,000 0 0
GCI LIBERTY INC COM CLASS A 36164V305 687 13,000 SH   OTR 1 13,000 0 0
GIBRALTAR INDS INC COM 374689107 2,121 62,664 SH   OTR 1 62,664 0 0
GRAY TELEVISION INC COM 389375106 272 21,411 SH   OTR 1 21,411 0 0
HALLADOR ENERGY COMPANY COM 40609P105 215 31,256 SH   OTR 1 31,256 0 0
HALLADOR ENERGY COMPANY COM 40609P105 80 11,663 SH   SOLE N/A 11,663 0 0
HELIX ENERGY SOLUTIONS GROUP INC COM 42330P107 71 12,250 SH   OTR 1 12,250 0 0
HELMERICH & PAYNE INC COM 423452101 4,727 71,021 SH   OTR 1 71,021 0 0
HELMERICH & PAYNE INC COM 423452101 57 854 SH   SOLE N/A 854 0 0
HRG GROUP INC COM 40434J100 412 25,000 SH   OTR 1 25,000 0 0
INSTEEL INDUSTRIES INC COM 45774W108 6,531 236,383 SH   OTR 1 236,383 0 0
INSTEEL INDUSTRIES INC COM 45774W108 2 75 SH   SOLE N/A 75 0 0
LEUCADIA NATL CORP COM 527288104 12,667 557,284 SH   OTR 1 557,284 0 0
LEUCADIA NATL CORP COM 527288104 399 17,568 SH   SOLE N/A 17,568 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 254 3,000 SH   OTR 1 3,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 8,732 97,081 SH   OTR 1 97,081 0 0
LINCOLN ELEC HLDGS INC COM 533900106 16 175 SH   SOLE N/A 175 0 0
LIQUIDITY SERVICES INC COM 53635B107 0 0 SH   OTR 1 0 0 0
LIQUIDITY SERVICES INC COM 53635B107 75 11,475 SH   SOLE N/A 11,475 0 0
LSB INDS INC COM 502160104 13,629 2,223,283 SH   OTR 1 2,223,283 0 0
LSB INDS INC COM 502160104 225 36,723 SH   SOLE N/A 36,723 0 0
METHODE ELECTRONICS INC COM 591520200 8,291 212,050 SH   OTR 1 212,050 0 0
NATIONAL WESTN LIFE INS CO CL A 638517102 280 918 SH   OTR 1 918 0 0
NATIONAL WESTN LIFE INS CO CL A 638517102 40 130 SH   SOLE N/A 130 0 0
NIKE INC CL B 654106103 1,661 25,000 SH   OTR 1 25,000 0 0
NORBORD INC COM NEW 65548P403 15,527 427,398 SH   OTR 1 427,398 0 0
NORBORD INC COM NEW 65548P403 288 7,919 SH   SOLE N/A 7,919 0 0
OMNOVA SOLUTIONS INC COM 682129101 10,637 1,013,000 SH   OTR 1 1,013,000 0 0
OMNOVA SOLUTIONS INC COM 682129101 48 4,550 SH   SOLE N/A 4,550 0 0
PANHANDLE OIL AND GAS INC CL A 698477106 12,919 669,367 SH   OTR 1 669,367 0 0
PANHANDLE OIL AND GAS INC CL A 698477106 1,660 86,016 SH   SOLE N/A 86,016 0 0
PCM, INC COM 69323K100 222 26,791 SH   OTR 1 26,791 0 0
PICO HLDGS INC COM NEW 693366205 1,950 170,305 SH   OTR 1 170,305 0 0
PICO HLDGS INC COM NEW 693366205 62 5,440 SH   SOLE N/A 5,440 0 0
PIONEER NAT RES CO COM 723787107 215 1,250 SH   OTR 1 1,250 0 0
PIONEER NAT RES CO COM 723787107 0 0 SH   SOLE N/A 0 0 0
PRICESMART INC COM 741511109 464 5,553 SH   OTR 1 5,553 0 0
PRICESMART INC COM 741511109 0 0 SH   SOLE N/A 0 0 0
RADNET INC COM 750491102 12,020 834,688 SH   OTR 1 834,688 0 0
RADNET INC COM 750491102 100 6,975 SH   SOLE N/A 6,975 0 0
SEACOR HOLDINGS INC COM 811904101 4,276 83,671 SH   OTR 1 83,671 0 0
SEACOR HOLDINGS INC COM 811904101 55 1,070 SH   SOLE N/A 1,070 0 0
SEACOR MARINE HOLDINGS INC COM 78413P101 958 50,392 SH   OTR 1 50,392 0 0
SEACOR MARINE HOLDINGS INC COM 78413P101 19 982 SH   SOLE N/A 982 0 0
SENECA FOODS CORP NEW CL A 817070501 197 7,114 SH   OTR 1 7,114 0 0
SENECA FOODS CORP NEW CL A 817070501 7 240 SH   SOLE N/A 240 0 0
SKYLINE CORP COM 830830105 2,537 115,300 SH   OTR 1 115,300 0 0
SPARK NETWORKS SE SPONSORED ADR 846517100 544 36,548 SH   OTR 1 36,548 0 0
SPECTRUM BRANDS HOLDINGS INC COM 84763R101 207 2,000 SH   OTR 1 2,000 0 0
STARBUCKS CORP COM 855244109 2,895 50,000 SH   OTR 1 50,000 0 0
STEALTHGAS INC SHS Y81669106 3,221 799,335 SH   OTR 1 799,335 0 0
STEALTHGAS INC SHS Y81669106 40 10,000 SH   SOLE N/A 10,000 0 0
TECHNIPFMC PLC COM G87110105 3,507 119,080 SH   OTR 1 119,080 0 0
TECHNIPFMC PLC COM G87110105 68 2,312 SH   SOLE N/A 2,312 0 0
TIDEWATER INC COM 88642R109 19,108 667,869 SH   OTR 1 667,869 0 0
TIDEWATER INC COM 88642R109 21 736 SH   SOLE N/A 736 0 0
TIDEWATER INC *W EXP 07/31/202 88642R117 977 279,229 SH   OTR 1 279,229 0 0
TIDEWATER INC *W EXP 07/31/202 88642R125 931 300,163 SH   OTR 1 300,163 0 0
TIDEWATER INC *W EXP 07/31/202 88642R117 4 1,195 SH   SOLE N/A 1,195 0 0
TIDEWATER INC *W EXP 07/31/202 88642R125 4 1,292 SH   SOLE N/A 1,292 0 0
TIMKEN CO COM 887389104 413 9,060 SH   OTR 1 9,060 0 0
U M H PROPERTIES INC COM 903002103 6,592 491,584 SH   OTR 1 491,584 0 0
U M H PROPERTIES INC COM 903002103 178 13,300 SH   SOLE N/A 13,300 0 0
VENATOR MATLS PLC SHS G9329Z100 271 15,000 SH   OTR 1 15,000 0 0
WESTERN DIGITAL CORP COM 958102105 5,168 56,009 SH   OTR 1 56,009 0 0
WESTLAKE CHEM CORP COM 960413102 29,234 263,017 SH   OTR 1 263,017 0 0
WESTLAKE CHEM CORP COM 960413102 237 2,135 SH   SOLE N/A 2,135 0 0
WHITE MOUNTAINS INSURANCE GROUP LTD COM G9618E107 411 500 SH   OTR 1 500 0 0
WPX ENERGY INC COM 98212B103 524 35,450 SH   OTR 1 35,450 0 0
XERIUM TECHNOLOGIES INC COM NEW 98416J118 479 74,189 SH   OTR 1 74,189 0 0
XERIUM TECHNOLOGIES INC COM NEW 98416J118 16 2,500 SH   SOLE N/A 2,500 0 0