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 229 5,325 SH   SOLE N/A 5,325 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 2,534 131,117 SH   OTR 1 131,117 0 0
ALTICE USA INC CL A 02156K103 611 37,000 SH   OTR 1 37,000 0 0
AMREP CORP NEW COM 032159105 3,619 608,243 SH   OTR 1 608,243 0 0
AMREP CORP NEW COM 032159105 76 12,719 SH   SOLE N/A 12,719 0 0
BBX CAPITAL CORP CL A 05491N104 3,171 553,440 SH   OTR 1 553,440 0 0
BBX CAPITAL CORP CL A 05491N104 112 19,579 SH   SOLE N/A 19,579 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 21,136 1,937,299 SH   OTR 1 1,937,299 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 1,312 120,244 SH   SOLE N/A 120,244 0 0
BMC STOCK HOLDINGS INC COM 05591B109 32,145 2,076,525 SH   OTR 1 2,076,525 0 0
BMC STOCK HOLDINGS INC COM 05591B109 843 54,460 SH   SOLE N/A 54,460 0 0
BERKSHIRE HATHAWAY INC DEL CL B 084670702 250 1,226 SH   OTR 1 1,226 0 0
BERKSHIRE HATHAWAY INC DEL CL B 084670702 1 7 SH   SOLE N/A 7 0 0
CSI COMPRESSCO LP COM UNIT 12367A103 69 29,950 SH   OTR 1 29,950 0 0
CSI COMPRESSCO LP COM UNIT 12367A103 4 1,820 SH   SOLE N/A 1,820 0 0
CANADIAN NAT RES LTD COM 136385101 4,364 180,855 SH   OTR 1 180,855 0 0
CANADIAN NAT RES LTD COM 136385101 695 28,794 SH   SOLE N/A 28,794 0 0
CARRIAGE SVCS INC COM 143905107 237 15,310 SH   OTR 1 15,310 0 0
CAVCO INDS INC DEL COM 149568107 6,369 48,850 SH   OTR 1 48,850 0 0
CAVCO INDS INC DEL COM 149568107 862 6,612 SH   SOLE N/A 6,612 0 0
DANA HOLDING CORP COM 235825205 2,480 181,975 SH   OTR 1 181,975 0 0
DANA HOLDING CORP COM 235825205 48 3,500 SH   SOLE N/A 3,500 0 0
DIAMOND HILL INVESTMENT GROUP COM 25264R207 747 5,000 SH   OTR 1 5,000 0 0
DHI GROUP INC COM 23331S100 19 12,440 SH   OTR 1 12,440 0 0
DAWSON GEOPHYSICAL CO COM NEW 239360100 481 142,308 SH   OTR 1 142,308 0 0
DAWSON GEOPHYSICAL CO COM NEW 239360100 27 7,929 SH   SOLE N/A 7,929 0 0
ECO STIM ENERGY SOLUTIONS COM 27888D101 2 25,000 SH   OTR 1 25,000 0 0
ENSCO PLC SHS CLASS A G3157S106 5,019 1,409,789 SH   OTR 1 1,409,789 0 0
ENSCO PLC SHS CLASS A G3157S106 474 133,053 SH   SOLE N/A 133,053 0 0
EXTERRAN CORPORATION COM 30227H106 6,247 352,917 SH   OTR 1 352,917 0 0
EXTERRAN CORPORATION COM 30227H106 47 2,650 SH   SOLE N/A 2,650 0 0
FRANCESCA HLDGS CORP COM 351793104 168 172,886 SH   OTR 1 172,886 0 0
FRP HLDGS INCORPORATED COM 30292L107 368 8,000 SH   OTR 1 8,000 0 0
TECHNIPFMC PLC COM G87110105 2,113 107,940 SH   OTR 1 107,940 0 0
TECHNIPFMC PLC COM G87110105 45 2,312 SH   SOLE N/A 2,312 0 0
STEALTHGAS INC SHS Y81669106 1,962 710,894 SH   OTR 1 710,894 0 0
STEALTHGAS INC SHS Y81669106 28 10,000 SH   SOLE N/A 10,000 0 0
GAIN CAPITAL HOLDINGS COM 36268W100 2,271 368,650 SH   OTR 1 368,650 0 0
GCI LIBERTY INC COM CLASS A 36164V305 947 23,000 SH   OTR 1 23,000 0 0
CORNING INC COM 219350105 453 15,000 SH   OTR 1 15,000 0 0
CORNING INC COM 219350105 1 40 SH   SOLE N/A 40 0 0
GRUBHUB COM 400110102 1,536 20,000 SH   OTR 1 20,000 0 0
HUDSON TECHNOLOGIES INC COM 444144109 12 13,950 SH   OTR 1 13,950 0 0
HELIX ENERGY SOLUTIONS GROUP INC COM 42330P107 66 12,250 SH   OTR 1 12,250 0 0
HALLADOR ENERGY COMPANY COM 40609P105 50 9,828 SH   OTR 1 9,828 0 0
HALLADOR ENERGY COMPANY COM 40609P105 59 11,663 SH   SOLE N/A 11,663 0 0
HELMERICH & PAYNE INC COM 423452101 3,235 67,489 SH   OTR 1 67,489 0 0
HELMERICH & PAYNE INC COM 423452101 41 854 SH   SOLE N/A 854 0 0
INSTEEL INDUSTRIES INC COM 45774W108 5,602 230,720 SH   OTR 1 230,720 0 0
INSTEEL INDUSTRIES INC COM 45774W108 2 75 SH   SOLE N/A 75 0 0
JEFFERIES FINL GROUP INC COM 47233W109 6,473 372,856 SH   OTR 1 372,856 0 0
JEFFERIES FINL GROUP INC COM 47233W109 296 17,043 SH   SOLE N/A 17,043 0 0
LINCOLN ELEC HLDGS INC COM 533900106 7,378 93,566 SH   OTR 1 93,566 0 0
LINCOLN ELEC HLDGS INC COM 533900106 14 175 SH   SOLE N/A 175 0 0
SPARK NETWORKS SE SPONSORED ADR 846517100 213 26,978 SH   OTR 1 26,978 0 0
DORIAN LPG LTD SHS USD Y2106R110 2,556 438,445 SH   OTR 1 438,445 0 0
DORIAN LPG LTD SHS USD Y2106R110 1 233 SH   SOLE N/A 233 0 0
LIQUIDITY SERVICES INC COM 53635B107 71 11,475 SH   SOLE N/A 11,475 0 0
LSB INDS INC COM 502160104 11,065 2,004,575 SH   OTR 1 2,004,575 0 0
LSB INDS INC COM 502160104 203 36,723 SH   SOLE N/A 36,723 0 0
METHODE ELECTRONICS INC COM 591520200 4,659 200,052 SH   OTR 1 200,052 0 0
MERCK & CO INC NEW COM 58933Y105 229 3,000 SH   OTR 1 3,000 0 0
MERITOR INC COM 59001K100 949 56,120 SH   OTR 1 56,120 0 0
NIKE INC CL B 654106103 1,854 25,000 SH   OTR 1 25,000 0 0
OMNOVA SOLUTIONS INC COM 682129101 6,983 952,695 SH   OTR 1 952,695 0 0
OMNOVA SOLUTIONS INC COM 682129101 33 4,550 SH   SOLE N/A 4,550 0 0
NORBORD INC COM NEW 65548P403 13,388 503,493 SH   OTR 1 503,493 0 0
NORBORD INC COM NEW 65548P403 219 8,219 SH   SOLE N/A 8,219 0 0
PCM, INC COM 69323K100 472 26,791 SH   OTR 1 26,791 0 0
PANHANDLE OIL AND GAS INC CL A 698477106 10,394 670,567 SH   OTR 1 670,567 0 0
PANHANDLE OIL AND GAS INC CL A 698477106 1,320 85,141 SH   SOLE N/A 85,141 0 0
PICO HLDGS INC COM NEW 693366205 1,150 125,775 SH   OTR 1 125,775 0 0
PICO HLDGS INC COM NEW 693366205 46 5,040 SH   SOLE N/A 5,040 0 0
PRICESMART INC COM 741511109 328 5,553 SH   OTR 1 5,553 0 0
ROWAN COMPANIES PLC COM G7665A101 2,081 248,000 SH   OTR 1 248,000 0 0
RADNET INC COM 750491102 6,543 643,335 SH   OTR 1 643,335 0 0
RADNET INC COM 750491102 71 6,975 SH   SOLE N/A 6,975 0 0
GIBRALTAR INDS INC COM 374689107 1,261 35,429 SH   OTR 1 35,429 0 0
RETAIL VENTURES INC COM 76133Q102 906 35,419 SH   OTR 1 35,419 0 0
STARBUCKS CORP COM 855244109 4,830 75,000 SH   OTR 1 75,000 0 0
STARBUCKS CORP COM 855244109 1 15 SH   SOLE N/A 15 0 0
SKYLINE CORP COM 830830105 3,819 259,940 SH   OTR 1 259,940 0 0
SEACOR MARINE HOLDINGS INC COM 78413P101 1,619 137,639 SH   OTR 1 137,639 0 0
SEACOR MARINE HOLDINGS INC COM 78413P101 12 982 SH   SOLE N/A 982 0 0
TIDEWATER INC COM 88642R109 14,025 733,163 SH   OTR 1 733,163 0 0
TIDEWATER INC COM 88642R109 129 6,736 SH   SOLE N/A 6,736 0 0
TIDEWATER INC *W EXP 07/31/202 88642R117 455 270,840 SH   OTR 1 270,840 0 0
TIDEWATER INC *W EXP 07/31/202 88642R117 2 1,195 SH   SOLE N/A 1,195 0 0
TIDEWATER INC *W EXP 07/31/202 88642R125 509 361,719 SH   OTR 1 361,719 0 0
TIDEWATER INC *W EXP 07/31/202 88642R125 2 1,292 SH   SOLE N/A 1,292 0 0
TIMKEN CO COM 887389104 657 17,600 SH   OTR 1 17,600 0 0
AMERCO COM 023586100 1,017 3,100 SH   OTR 1 3,100 0 0
U M H PROPERTIES INC COM 903002103 5,669 478,825 SH   OTR 1 478,825 0 0
U M H PROPERTIES INC COM 903002103 152 12,800 SH   SOLE N/A 12,800 0 0
VENATOR MATLS PLC SHS G9329Z100 469 112,000 SH   OTR 1 112,000 0 0
WABCO HOLDGS INCORPORATED COM 92927K102 644 6,000 SH   OTR 1 6,000 0 0
WESTERN DIGITAL CORP COM 958102105 7,369 199,325 SH   OTR 1 199,325 0 0
WESTERN DIGITAL CORP COM 958102105 74 2,000 SH   SOLE N/A 2,000 0 0
WESTERN ENERGY SERVICES CORP COM 958159303 38 116,663 SH   OTR 1 116,663 0 0
WESTLAKE CHEM CORP COM 960413102 19,494 294,599 SH   OTR 1 294,599 0 0
WESTLAKE CHEM CORP COM 960413102 214 3,235 SH   SOLE N/A 3,235 0 0