Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting BUILDERS FIRSTSOURCE INC,BLDR,,Buy,12008R107,19485000.0,2836230.0,10.925 PANHANDLE OIL AND GAS INC,PHX,cl a,Buy,698477106,19258000.0,827248.0,10.798 CAVCO INDS INC DEL,CVCO,,Buy,149568107,15234000.0,192186.0,8.541 LEUCADIA NATL CORP,LUK,,Buy,527288104,14276000.0,636759.0,8.004 LSB INDS INC,LXU,,Buy,502160104,11922000.0,379172.0,6.684 OMNOVA SOLUTIONS INC,OMN,,Buy,682129101,10655000.0,1308903.0,5.974 CANADIAN NAT RES LTD,CNQ,,Buy,136385101,7860000.0,254519.0,4.407 U M H PROPERTIES INC,UMH,,Buy,903002103,6637000.0,694959.0,3.721 LINCOLN ELEC HLDGS INC,LECO,,Sell,533900106,6616000.0,95755.0,3.709 GAMESTOP CORP NEW,GME,cl a,Buy,36467W109,5742000.0,169875.0,3.219 SEACOR HOLDINGS INC,CKH,,Buy,811904101,5585000.0,75676.0,3.131 HELMERICH & PAYNE INC,HP,,Sell,423452101,5358000.0,79476.0,3.004 LIQUIDITY SERVICES INC,LQDT,,Buy,53635B107,4092000.0,500765.0,2.294 GIBRALTAR INDS INC,ROCK,,Sell,374689107,3770000.0,231841.0,2.114 ATWOOD OCEANICS INC,ATW,,Sell,050095108,3578000.0,126139.0,2.006 ADVANCED ENERGY INDS,AEIS,,Sell,007973100,3544000.0,149514.0,1.987 SENECA FOODS CORP NEW,SENEA,cl a,Sell,817070501,2831000.0,104739.0,1.587 PICO HLDGS INC,PICO,,Buy,693366205,2798000.0,148445.0,1.569 AMREP CORP NEW,AXR,,Sell,032159105,2688000.0,699790.0,1.507 DREW INDS INC,DW,,Sell,26168L205,2408000.0,47142.0,1.35 CPI AEROSTRUCTURES INC,CVU,,Sell,125919308,2108000.0,206422.0,1.182 PRICESMART INC,PSMT,, ,741511109,1715000.0,18805.0,0.962 XERIUM TECHNOLOGIES INC,XRM,,New,98416J118,1508000.0,95537.0,0.846 COTY INC,COTY,, ,222070203,1446000.0,70000.0,0.811 GRAFTECH INTL LTD,GTI,,Sell,384313102,1361000.0,269058.0,0.763 STEALTHGAS INC,GASS,,Buy,Y81669106,1253000.0,198525.0,0.703 COAST DISTR SYS,CRV,,Sell,190345108,1153000.0,355654.0,0.646 MOBILE MINI INC,MINI,,Sell,60740F105,1146000.0,28292.0,0.643 BERKSHIRE HATHAWAY INC DEL,BRKB,cl b new, ,084670702,1115000.0,7425.0,0.625 ERA GROUP INC,ERA,,Sell,26885G109,1062000.0,50191.0,0.595 STARR BULK CARRIERS CORP,SBLK,, ,Y8162K121,1029000.0,156858.0,0.577 STOCK BLDG SUPPLY HLDGS INC,STCK,, ,86101X104,830000.0,54171.0,0.465 AMERICAN EAGLE OUTFITTERS NE,AEO,,Buy,02553E106,766000.0,55200.0,0.429 WPX ENERGY INC,WPX,,Sell,98212B103,719000.0,61800.0,0.403 HALLADOR ENERGY COMPANY,HNRG,,Sell,40609P105,659000.0,59825.0,0.369 JOY GLOBAL INC,JOY,,Sell,481165108,656000.0,14103.0,0.368 APPLE INC,AAPL,, ,037833100,634000.0,5740.0,0.355 NATIONAL WESTN LIFE INS CO,NWLI,cl a, ,638522102,569000.0,2113.0,0.319 GLOBAL POWER EQUIPMENT GRP INC,GLPW,,Sell,37941P306,528000.0,38224.0,0.296 PHI INC,PHIIQ,, ,69336T106,493000.0,13689.0,0.276 BALDWIN & LYONS INC,BWINA,cl a,Sell,057755100,477000.0,19884.0,0.267 CGG,CGG,spons adr,Sell,12531Q105,329000.0,55816.0,0.184 TAL INTL GROUP INC,TAL,,Sell,874083108,312000.0,7150.0,0.175 RUBY TUESDAY INC,RT,,Buy,781182100,301000.0,44025.0,0.169 TIMKEN CO,TKR,,Sell,887389104,297000.0,6960.0,0.167 DEVON ENERGY CORP NEW,DVN,, ,25179M103,272000.0,4450.0,0.153 TALISMAN ENERGY INC,TLM,,Sell,87425E103,270000.0,34517.0,0.151 MERCK & CO INC NEW,MRK,, ,58933Y105,227000.0,4000.0,0.127 IFM INVTS LTD,CTCLY,ads cl a new,Sell,45172L209,222000.0,288208.0,0.124 PIONEER NAT RES CO,PXD,, ,723787107,208000.0,1400.0,0.117 INTERGRATED ELECTRICAL SVC,,, ,45811E305,190000.0,24827.0,0.107 SKYLINE CORP,SKY,,Sell,830830105,60000.0,14700.0,0.034 MANHATTAN BRIDGE CAPITAL INC,LOAN,, ,562803106,40000.0,10000.0,0.022 TGC INDS INC,TGE,,Sell,872417308,37000.0,17172.0,0.021 DORCHESTER MINERALS LP,DMLP,,New,25820R105,26000.0,1025.0,0.015 SPARTAN MTRS INC,SPAR,,Exit,846819100,0.0,-11400.0,-0.026 BLUELINX HLDGS INC,BXC,,Exit,09624H109,0.0,-85066.0,-0.055 UCP INC,UCP,cl a,Exit,90265Y106,0.0,-26150.0,-0.154 STEEL PARTNERS HLDGS L P,SPLP,ltd prtrship u,Exit,85814R107,0.0,-20000.0,-0.164 ARCOS DORADOS HOLDINGS INC,ARCO,,Exit,G0457F107,0.0,-100000.0,-0.296 BPZ RESOURCES INC,BPZRQ,,Exit,055639108,0.0,-376035.0,-0.355 SKECHERS U S A INC,SKX,cl a,Exit,830566105,0.0,-45468.0,-1.199 VISTAPRINT N V,VPRT,,Exit,N93540107,0.0,-57395.0,-1.556 CAL MAINE FOODS INC,CALM,,Exit,128030202,0.0,-49504.0,-2.188