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 275 5,325 SH   SOLE N/A 5,325 0 0
ALTICE USA INC CL A 02156K103 544 30,000 SH   OTR 1 30,000 0 0
AMERCO COM 023586100 927 2,600 SH   OTR 1 2,600 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 3,335 134,317 SH   OTR 1 134,317 0 0
AMREP CORP NEW COM 032159105 4,968 679,624 SH   OTR 1 679,624 0 0
AMREP CORP NEW COM 032159105 68 9,358 SH   SOLE N/A 9,358 0 0
BBX CAPITAL CORP CL A 05491N104 4,323 582,640 SH   OTR 1 582,640 0 0
BBX CAPITAL CORP CL A 05491N104 145 19,579 SH   SOLE N/A 19,579 0 0
BELDEN INC COM 077454106 286 4,000 SH   OTR 1 4,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B 084670702 357 1,667 SH   OTR 1 1,667 0 0
BERKSHIRE HATHAWAY INC DEL CL B 084670702 1 7 SH   SOLE N/A 7 0 0
BLACKBERRY LTD COM 09228F103 114 10,000 SH   OTR 1 10,000 0 0
BMC STOCK HOLDINGS INC COM 05591B109 38,727 2,076,525 SH   OTR 1 2,076,525 0 0
BMC STOCK HOLDINGS INC COM 05591B109 1,033 55,410 SH   SOLE N/A 55,410 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 28,772 1,959,961 SH   OTR 1 1,959,961 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 1,692 115,244 SH   SOLE N/A 115,244 0 0
CANADIAN NAT RES LTD COM 136385101 6,025 184,465 SH   OTR 1 184,465 0 0
CANADIAN NAT RES LTD COM 136385101 940 28,794 SH   SOLE N/A 28,794 0 0
CAVCO INDS INC DEL COM 149568107 26,513 104,795 SH   OTR 1 104,795 0 0
CAVCO INDS INC DEL COM 149568107 1,792 7,082 SH   SOLE N/A 7,082 0 0
CORNING INC COM 219350105 530 15,000 SH   OTR 1 15,000 0 0
CORNING INC COM 219350105 1 40 SH   SOLE N/A 40 0 0
CSI COMPRESSCO LP COM UNIT 12367A103 156 30,200 SH   OTR 1 30,200 0 0
CSI COMPRESSCO LP COM UNIT 12367A103 9 1,820 SH   SOLE N/A 1,820 0 0
DANA HOLDING CORP COM 235825205 4,722 252,945 SH   OTR 1 252,945 0 0
DAWSON GEOPHYSICAL CO COM 239360100 1,376 222,338 SH   OTR 1 222,338 0 0
DAWSON GEOPHYSICAL CO COM 239360100 49 7,929 SH   SOLE N/A 7,929 0 0
DHI GROUP INC COM 23331S100 26 12,440 SH   OTR 1 12,440 0 0
DIAMOND HILL INVESTMENT GROUP COM 25264R207 910 5,500 SH   OTR 1 5,500 0 0
DORIAN LPG LTD COM Y2106R110 4,324 542,476 SH   OTR 1 542,476 0 0
DORIAN LPG LTD COM Y2106R110 2 233 SH   SOLE N/A 233 0 0
E L F BEAUTY INC COM 26856L103 446 35,000 SH   OTR 1 35,000 0 0
ECO STIM ENERGY SOLUTIONS COM 27888D101 7 25,000 SH   OTR 1 25,000 0 0
ENSCO PLC SHS CLASS A G3157S106 16,174 1,916,372 SH   OTR 1 1,916,372 0 0
ENSCO PLC SHS CLASS A G3157S106 936 110,903 SH   SOLE N/A 110,903 0 0
ENTERCOM CL A 293639100 1,960 248,100 SH   OTR 1 248,100 0 0
ENTERCOM CL A 293639100 1 140 SH   SOLE N/A 140 0 0
EXTERRAN CORPORATION COM 30227H106 9,546 359,822 SH   OTR 1 359,822 0 0
EXTERRAN CORPORATION COM 30227H106 70 2,650 SH   SOLE N/A 2,650 0 0
FRANCESCA HLDGS CORP COM 351793104 1,367 368,425 SH   OTR 1 368,425 0 0
GAIN CAPITAL HOLDINGS COM 36268W100 163 25,000 SH   OTR 1 25,000 0 0
GCI LIBERTY INC COM CLASS A 36164V305 969 19,000 SH   OTR 1 19,000 0 0
GIBRALTAR INDS INC COM 374689107 1,616 35,429 SH   OTR 1 35,429 0 0
GRAY TELEVISION INC COM 389375106 375 21,411 SH   OTR 1 21,411 0 0
GULFMARK OFFSHORE INC COM 402629505 2,301 61,700 SH   OTR 1 61,700 0 0
HALLADOR ENERGY COMPANY COM 40609P105 194 31,256 SH   OTR 1 31,256 0 0
HALLADOR ENERGY COMPANY COM 40609P105 73 11,663 SH   SOLE N/A 11,663 0 0
HELIX ENERGY SOLUTIONS GROUP INC COM 42330P107 121 12,250 SH   OTR 1 12,250 0 0
HELMERICH & PAYNE INC COM 423452101 4,784 69,569 SH   OTR 1 69,569 0 0
HELMERICH & PAYNE INC COM 423452101 59 854 SH   SOLE N/A 854 0 0
HUDSON TECHNOLOGIES INC COM 444144109 18 13,950 SH   OTR 1 13,950 0 0
HUTTING BUILDING PRODUCTS I COM 448451104 106 25,000 SH   OTR 1 25,000 0 0
INSTEEL INDUSTRIES INC COM 45774W108 8,430 234,945 SH   OTR 1 234,945 0 0
INSTEEL INDUSTRIES INC COM 45774W108 3 75 SH   SOLE N/A 75 0 0
JEFFERIES FINL GROUP INC COM 47233W109 11,921 542,858 SH   OTR 1 542,858 0 0
JEFFERIES FINL GROUP INC COM 47233W109 386 17,568 SH   SOLE N/A 17,568 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 253 3,000 SH   OTR 1 3,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 8,940 95,681 SH   OTR 1 95,681 0 0
LINCOLN ELEC HLDGS INC COM 533900106 16 175 SH   SOLE N/A 175 0 0
LIQUIDITY SERVICES INC COM 53635B107 73 11,475 SH   SOLE N/A 11,475 0 0
LSB INDS INC COM 502160104 23,803 2,433,850 SH   OTR 1 2,433,850 0 0
LSB INDS INC COM 502160104 359 36,723 SH   SOLE N/A 36,723 0 0
MERCK & CO INC NEW COM 58933Y105 213 3,000 SH   OTR 1 3,000 0 0
METHODE ELECTRONICS INC COM 591520200 7,591 209,697 SH   OTR 1 209,697 0 0
NATIONAL WESTN LIFE INS CO CL A 638517102 191 597 SH   OTR 1 597 0 0
NATIONAL WESTN LIFE INS CO CL A 638517102 41 130 SH   SOLE N/A 130 0 0
NIKE INC CL B 654106103 2,118 25,000 SH   OTR 1 25,000 0 0
NORBORD INC COM NEW 65548P403 20,299 611,975 SH   OTR 1 611,975 0 0
NORBORD INC COM NEW 65548P403 263 7,919 SH   SOLE N/A 7,919 0 0
OMNOVA SOLUTIONS INC COM 682129101 9,621 976,720 SH   OTR 1 976,720 0 0
OMNOVA SOLUTIONS INC COM 682129101 45 4,550 SH   SOLE N/A 4,550 0 0
PANHANDLE OIL AND GAS INC CL A 698477106 12,372 670,567 SH   OTR 1 670,567 0 0
PANHANDLE OIL AND GAS INC CL A 698477106 1,571 85,165 SH   SOLE N/A 85,165 0 0
PCM, INC COM 69323K100 524 26,791 SH   OTR 1 26,791 0 0
PICO HLDGS INC COM NEW 693366205 1,622 129,225 SH   OTR 1 129,225 0 0
PICO HLDGS INC COM NEW 693366205 68 5,440 SH   SOLE N/A 5,440 0 0
PRICESMART INC COM 741511109 450 5,553 SH   OTR 1 5,553 0 0
RADNET INC COM 750491102 11,997 797,155 SH   OTR 1 797,155 0 0
RADNET INC COM 750491102 105 6,975 SH   SOLE N/A 6,975 0 0
RETAIL VENTURES INC COM 76133Q102 1,158 35,419 SH   OTR 1 35,419 0 0
SEACOR HOLDINGS INC COM 811904101 4,110 83,181 SH   OTR 1 83,181 0 0
SEACOR HOLDINGS INC COM 811904101 53 1,070 SH   SOLE N/A 1,070 0 0
SEACOR MARINE HOLDINGS INC COM 78413P101 4,506 199,122 SH   OTR 1 199,122 0 0
SEACOR MARINE HOLDINGS INC COM 78413P101 22 982 SH   SOLE N/A 982 0 0
SKYLINE CORP COM 830830105 4,434 155,200 SH   OTR 1 155,200 0 0
SPARK NETWORKS SE SPONSORED ADR 846517100 308 26,978 SH   OTR 1 26,978 0 0
SPECTRUM BRANDS HOLDINGS INC COM 84790A105 299 4,000 SH   OTR 1 4,000 0 0
STARBUCKS CORP COM 855244109 4,263 75,000 SH   OTR 1 75,000 0 0
STEALTHGAS INC SHS Y81669106 2,826 793,831 SH   OTR 1 793,831 0 0
STEALTHGAS INC SHS Y81669106 36 10,000 SH   SOLE N/A 10,000 0 0
TECHNIPFMC PLC COM G87110105 3,610 115,535 SH   OTR 1 115,535 0 0
TECHNIPFMC PLC COM G87110105 72 2,312 SH   SOLE N/A 2,312 0 0
TIDEWATER INC COM 88642R109 19,701 631,646 SH   OTR 1 631,646 0 0
TIDEWATER INC COM 88642R109 23 736 SH   SOLE N/A 736 0 0
TIDEWATER INC *W EXP 07/31/202 88642R117 1,134 275,281 SH   OTR 1 275,281 0 0
TIDEWATER INC *W EXP 07/31/202 88642R117 5 1,195 SH   SOLE N/A 1,195 0 0
TIDEWATER INC *W EXP 07/31/202 88642R125 1,331 368,666 SH   OTR 1 368,666 0 0
TIDEWATER INC *W EXP 07/31/202 88642R125 5 1,292 SH   SOLE N/A 1,292 0 0
TIMKEN CO COM 887389104 684 13,725 SH   OTR 1 13,725 0 0
U M H PROPERTIES INC COM 903002103 7,674 490,675 SH   OTR 1 490,675 0 0
U M H PROPERTIES INC COM 903002103 208 13,300 SH   SOLE N/A 13,300 0 0
VENATOR MATLS PLC SHS G9329Z100 720 80,000 SH   OTR 1 80,000 0 0
WESTERN DIGITAL CORP COM 958102105 3,338 57,015 SH   OTR 1 57,015 0 0
WESTLAKE CHEM CORP COM 960413102 21,595 259,835 SH   OTR 1 259,835 0 0
WESTLAKE CHEM CORP COM 960413102 177 2,135 SH   SOLE N/A 2,135 0 0