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
AARONS INC COM PAR $0.50 CS 002535300 22,296 804,909 SH   SOLE   804,909 0 0
AMDOCS LTD ORD CS G02602103 30,259 825,846 SH   SOLE   825,846 0 0
ASPEN INSURANCE HOLDINGS LTD S CS G05384105 14,990 413,056 SH   SOLE   413,056 0 0
AURICO GOLD INC COM CS 05155C105 4,062 1,066,090 SH   SOLE   1,066,090 0 0
BALDWIN & LYONS INC CL B CS 057755209 2,700 110,743 SH   SOLE   110,743 0 0
BANK NEW YORK MELLON CORP COM CS 064058100 15,566 515,605 SH   SOLE   515,605 0 0
BARRETT BILL CORP COM CS 06846N104 30,856 1,228,833 SH   SOLE   1,228,833 0 0
BERKSHIRE HATHAWAY INC DEL CL CS 084670702 14,829 130,640 SH   SOLE   130,640 0 0
BIG LOTS INC COM CS 089302103 27,233 734,245 SH   SOLE   734,245 0 0
BIO RAD LABS INC CL A CS 090572207 34,593 294,257 SH   SOLE   294,257 0 0
CHECK POINT SOFTWARE TECH LTD CS M22465104 6,783 119,930 SH   SOLE   119,930 0 0
COACH INC COM CS 189754104 8,311 152,419 SH   SOLE   152,419 0 0
COEUR MNG INC COM NEW CS 192108504 3,696 306,740 SH   SOLE   306,740 0 0
CSG SYS INTL INC COM CS 126349109 15,572 621,649 SH   SOLE   621,649 0 0
EPIQ SYS INC COM CS 26882D109 26,674 2,022,300 SH   SOLE   2,022,300 0 0
FTI CONSULTING INC COM CS 302941109 42,848 1,133,536 SH   SOLE   1,133,536 0 0
GENCOR INDS INC COM CS 368678108 558 65,000 SH   SOLE   65,000 0 0
GLOBAL PMTS INC COM CS 37940X102 30,244 592,082 SH   SOLE   592,082 0 0
INGRAM MICRO INC CL A CS 457153104 30,000 1,301,504 SH   SOLE   1,301,504 0 0
MANTECH INTL CORP CL A CS 564563104 14,594 507,450 SH   SOLE   507,450 0 0
MICROSOFT CORP COM CS 594918104 6,649 199,780 SH   SOLE   199,780 0 0
NEWFIELD EXPL CO COM CS 651290108 33,630 1,228,730 SH   SOLE   1,228,730 0 0
NEWMONT MINING CORP COM CS 651639106 722 25,700 SH   SOLE   25,700 0 0
NORTHERN TR CORP COM CS 665859104 430 7,910 SH   SOLE   7,910 0 0
PAN AMERICAN SILVER CORP COM CS 697900108 473 44,750 SH   SOLE   44,750 0 0
PANTRY INC COM CS 698657103 4,543 410,058 SH   SOLE   410,058 0 0
PATRIOT TRANSN HLDG INC COM CS 70337B102 829 24,506 SH   SOLE   24,506 0 0
PEP BOYS MANNY MOE & JACK COM CS 713278109 412 33,000 SH   SOLE   33,000 0 0
RAYONIER INC COM CS 754907103 425 7,629 SH   SOLE   7,629 0 0
ROYAL GOLD INC COM CS 780287108 8,386 172,340 SH   SOLE   172,340 0 0
SPEEDWAY MOTORSPORTS INC COM CS 847788106 9,093 507,979 SH   SOLE   507,979 0 0
SWIFT ENERGY CO COM CS 870738101 1,142 100,000 SH   SOLE   100,000 0 0
TECH DATA CORP COM CS 878237106 12,439 249,219 SH   SOLE   249,219 0 0
TELEPHONE & DATA SYS INC COM N CS 879433829 18,824 637,011 SH   SOLE   637,011 0 0
TETRA TECH INC NEW COM CS 88162G103 15,339 592,450 SH   SOLE   592,450 0 0
WARREN RES INC COM CS 93564A100 755 259,400 SH   SOLE   259,400 0 0
WESTERN UN CO COM CS 959802109 12,126 649,830 SH   SOLE   649,830 0 0
WORLD WRESTLING ENTMT INC CL A CS 98156Q108 33,106 3,255,239 SH   SOLE   3,255,239 0 0