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 309 5,325 SH   SOLE N/A 5,325 0 0
ALTICE USA INC CL A 02156K103 427 25,000 SH   OTR 1 25,000 0 0
AMERCO COM 023586100 890 2,500 SH   OTR 1 2,500 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 3,030 130,310 SH   OTR 1 130,310 0 0
AMREP CORP NEW COM 032159105 4,844 679,364 SH   OTR 1 679,364 0 0
AMREP CORP NEW COM 032159105 67 9,358 SH   SOLE N/A 9,358 0 0
AVNET INC COM 053807103 313 7,298 SH   OTR 1 7,298 0 0
BBX CAPITAL CORP CL A 05491N104 5,415 599,640 SH   OTR 1 599,640 0 0
BBX CAPITAL CORP CL A 05491N104 177 19,579 SH   SOLE N/A 19,579 0 0
BELDEN INC COM 077454106 550 9,000 SH   OTR 1 9,000 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 404 2,162 SH   OTR 1 2,162 0 0
BMC STOCK HOLDINGS INC COM 05591B109 44,865 2,151,775 SH   OTR 1 2,151,775 0 0
BMC STOCK HOLDINGS INC COM 05591B109 1,532 73,487 SH   SOLE N/A 73,487 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 35,690 1,951,356 SH   OTR 1 1,951,356 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 2,108 115,244 SH   SOLE N/A 115,244 0 0
CANADIAN NAT RES LTD COM 136385101 6,631 183,835 SH   OTR 1 183,835 0 0
CANADIAN NAT RES LTD COM 136385101 1,039 28,794 SH   SOLE N/A 28,794 0 0
CAVCO INDS INC DEL COM 149568107 24,634 118,633 SH   OTR 1 118,633 0 0
CAVCO INDS INC DEL COM 149568107 1,471 7,082 SH   SOLE N/A 7,082 0 0
CORNING INC COM 219350105 688 25,000 SH   OTR 1 25,000 0 0
CORNING INC COM 219350105 1 40 SH   SOLE N/A 40 0 0
CSI COMPRESSCO LP COM UNIT 12367A103 170 30,500 SH   OTR 1 30,500 0 0
CSI COMPRESSCO LP COM UNIT 12367A103 10 1,820 SH   SOLE N/A 1,820 0 0
DANA HOLDING CORP COM 235825205 1,975 97,825 SH   OTR 1 97,825 0 0
DAWSON GEOPHYSICAL CO COM 239360100 63 7,929 SH   SOLE N/A 7,929 0 0
DAWSON GEOPHYSICAL CO COM 239360100 1,756 222,338 SH   OTR 1 222,338 0 0
DIAMOND HILL INVESTMENT GROUP COM 25264R207 603 3,100 SH   OTR 1 3,100 0 0
DHI GROUP INC COM 23331S100 29 12,440 SH   OTR 1 12,440 0 0
DORIAN LPG LTD COM Y2106R110 3,957 517,916 SH   OTR 1 517,916 0 0
DORIAN LPG LTD COM Y2106R110 2 233 SH   SOLE N/A 233 0 0
ENSCO PLC SHS CLASS A G3157S106 13,932 1,919,010 SH   OTR 1 1,919,010 0 0
ENSCO PLC SHS CLASS A G3157S106 805 110,903 SH   SOLE N/A 110,903 0 0
ENTERCOM CL A 293639100 1 140 SH   SOLE N/A 140 0 0
ENTERCOM CL A 293639100 1,873 248,100 SH   OTR 1 248,100 0 0
EXTERRAN CORPORATION COM 30227H106 9,075 362,422 SH   OTR 1 362,422 0 0
EXTERRAN CORPORATION COM 30227H106 66 2,650 SH   SOLE N/A 2,650 0 0
FRANCESCA HLDGS CORP COM 351793104 2,781 368,400 SH   OTR 1 368,400 0 0
GCI LIBERTY INC COM CLASS A 36164V305 857 19,000 SH   OTR 1 19,000 0 0
GIBRALTAR INDS INC COM 374689107 1,446 38,559 SH   OTR 1 38,559 0 0
GRAY TELEVISION INC COM 389375106 338 21,411 SH   OTR 1 21,411 0 0
HALLADOR ENERGY COMPANY COM 40609P105 223 31,256 SH   OTR 1 31,256 0 0
HALLADOR ENERGY COMPANY COM 40609P105 83 11,663 SH   SOLE N/A 11,663 0 0
HELIX ENERGY SOLUTIONS GROUP INC COM 42330P107 102 12,250 SH   OTR 1 12,250 0 0
HELMERICH & PAYNE INC COM 423452101 4,446 69,723 SH   OTR 1 69,723 0 0
HELMERICH & PAYNE INC COM 423452101 54 854 SH   SOLE N/A 854 0 0
INSTEEL INDUSTRIES INC COM 45774W108 7,841 234,753 SH   OTR 1 234,753 0 0
INSTEEL INDUSTRIES INC COM 45774W108 3 75 SH   SOLE N/A 75 0 0
JEFFERIES FINL GROUP INC COM 47233W109 12,410 545,745 SH   OTR 1 545,745 0 0
JEFFERIES FINL GROUP INC COM 47233W109 399 17,568 SH   SOLE N/A 17,568 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 227 3,000 SH   OTR 1 3,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 0 0 SH   OTR 1 0 0 0
LINCOLN ELEC HLDGS INC COM 533900106 8,382 95,516 SH   OTR 1 95,516 0 0
LINCOLN ELEC HLDGS INC COM 533900106 15 175 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 13,045 2,461,383 SH   OTR 1 2,461,383 0 0
LSB INDS INC COM 502160104 195 36,723 SH   SOLE N/A 36,723 0 0
METHODE ELECTRONICS INC COM 591520200 8,414 208,780 SH   OTR 1 208,780 0 0
NATIONAL WESTN LIFE INS CO CL A 638517102 183 597 SH   OTR 1 597 0 0
NATIONAL WESTN LIFE INS CO CL A 638517102 40 130 SH   SOLE N/A 130 0 0
NIKE INC CL B 654106103 1,992 25,000 SH   OTR 1 25,000 0 0
NORBORD INC COM NEW 65548P403 23,980 583,177 SH   OTR 1 583,177 0 0
NORBORD INC COM NEW 65548P403 326 7,919 SH   SOLE N/A 7,919 0 0
OMNOVA SOLUTIONS INC COM 682129101 10,237 984,330 SH   OTR 1 984,330 0 0
OMNOVA SOLUTIONS INC COM 682129101 47 4,550 SH   SOLE N/A 4,550 0 0
PANHANDLE OIL AND GAS INC CL A 698477106 12,808 670,567 SH   OTR 1 670,567 0 0
PANHANDLE OIL AND GAS INC CL A 698477106 1,643 86,016 SH   SOLE N/A 86,016 0 0
PCM, INC COM 69323K100 406 26,791 SH   OTR 1 26,791 0 0
PICO HLDGS INC COM NEW 693366205 1,504 129,065 SH   OTR 1 129,065 0 0
PICO HLDGS INC COM NEW 693366205 63 5,440 SH   SOLE N/A 5,440 0 0
PRICESMART INC COM 741511109 503 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 12,071 804,713 SH   OTR 1 804,713 0 0
RADNET INC COM 750491102 105 6,975 SH   SOLE N/A 6,975 0 0
SEACOR HOLDINGS INC COM 811904101 4,740 82,766 SH   OTR 1 82,766 0 0
SEACOR HOLDINGS INC COM 811904101 61 1,070 SH   SOLE N/A 1,070 0 0
SEACOR MARINE HOLDINGS INC COM 78413P101 4,624 200,264 SH   OTR 1 200,264 0 0
SEACOR MARINE HOLDINGS INC COM 78413P101 23 982 SH   SOLE N/A 982 0 0
SKYLINE CORP COM 830830105 4,040 115,300 SH   OTR 1 115,300 0 0
SPARK NETWORKS SE SPONSORED ADR 846517100 316 29,398 SH   OTR 1 29,398 0 0
SPECTRUM BRANDS HOLDINGS INC COM 84763R101 490 6,000 SH   OTR 1 6,000 0 0
STARBUCKS CORP COM 855244109 3,664 75,000 SH   OTR 1 75,000 0 0
STEALTHGAS INC SHS Y81669106 3,148 792,985 SH   OTR 1 792,985 0 0
STEALTHGAS INC SHS Y81669106 40 10,000 SH   SOLE N/A 10,000 0 0
TECHNIPFMC PLC COM G87110105 3,699 116,535 SH   OTR 1 116,535 0 0
TECHNIPFMC PLC COM G87110105 73 2,312 SH   SOLE N/A 2,312 0 0
TIDEWATER INC COM 88642R109 19,144 661,721 SH   OTR 1 661,721 0 0
TIDEWATER INC COM 88642R109 21 736 SH   SOLE N/A 736 0 0
TIDEWATER INC *W EXP 07/31/202 88642R117 958 276,058 SH   OTR 1 276,058 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 816 296,733 SH   OTR 1 296,733 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 526 12,085 SH   OTR 1 12,085 0 0
U M H PROPERTIES INC COM 903002103 7,465 486,290 SH   OTR 1 486,290 0 0
U M H PROPERTIES INC COM 903002103 204 13,300 SH   SOLE N/A 13,300 0 0
VENATOR MATLS PLC SHS G9329Z100 785 48,000 SH   OTR 1 48,000 0 0
WESTERN DIGITAL CORP COM 958102105 4,269 55,144 SH   OTR 1 55,144 0 0
WESTLAKE CHEM CORP COM 960413102 27,821 258,487 SH   OTR 1 258,487 0 0
WESTLAKE CHEM CORP COM 960413102 230 2,135 SH   SOLE N/A 2,135 0 0