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FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
- ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
A T M I Inc. COM 00754X105 9486 286900.000SH SOLE 286900.000
AMR Corp. COM 001765106 1032 15400.000SH SOLE 15400.000
Air Express Int'l COM 009104100 2575 79691.000SH SOLE 79691.000
Alaska Air Lines COM 011659109 2497 71100.000SH SOLE 71100.000
Allegheny Technologies Inc. COM 470 20925.000SH SOLE 20925.000
American International Group COM 026874107 235 2178.000 SH SOLE 2178.000
American Woodmark Corp COM 030506109 5393 222408.957SH SOLE 222408.957
Applied Materials COM 038222105 26814 211654.000SH SOLE 211654.000
Ark Best Corp. COM 040790107 5231 435900.000SH SOLE 435900.000
Atmel Corp COM 049513104 7615 257600.000SH SOLE 257600.000
BE Aerospace Inc COM 073302101 3915 464040.000SH SOLE 464040.000
Beazer Homes USA Inc. COM 07556Q105 999 51900.000SH SOLE 51900.000
Bristol Myers Squibb COM 110122108 876 13650.000SH SOLE 13650.000
Calpine Corp. COM 131347106 17370 271406.000SH SOLE 271406.000
Chase Manhattan Crp COM 16161A108 2837 36516.000SH SOLE 36516.000
Citigroup Inc. COM 173034109 13479 242049.554SH SOLE 242049.554
Commercial Intertech COM 201709102 2926 229510.000SH SOLE 229510.000
Computer Assoc Int'l COM 204912109 10832 154882.000SH SOLE 154882.000
Conseco Inc. COM 208464107 12737 715087.321SH SOLE 715087.321
Crossman Communities COM 22764E109 4242 273650.000SH SOLE 273650.000
D&K Healthcare COM 232861104 268 18300.000SH SOLE 18300.000
Dana Corp COM 235811106 245 8200.000 SH SOLE 8200.000
Eclipse Surgical COM 278849104 590 80000.000SH SOLE 80000.000
Edwards, A. G. COM 281760108 1772 55261.000SH SOLE 55261.000
Fannie Mae COM 313586109 8154 130592.000SH SOLE 130592.000
Fidelity Nat'l Fin'l COM 316326107 5960 414614.000SH SOLE 414614.000
Ford COM 345370100 9774 183330.894SH SOLE 183330.894
Frontier Insurance COM 359081106 508 147898.000SH SOLE 147898.000
General Electric COM 369604103 498 3220.000 SH SOLE 3220.000
Global Marine Inc New COM 379352404 479 28791.000SH SOLE 28791.000
Graco Inc. COM 384109104 5152 143610.000SH SOLE 143610.000
Griffon Corp. COM 398433102 386 49400.000SH SOLE 49400.000
Idex Corp COM 45167R104 2681 88250.000SH SOLE 88250.000
Intel Corp COM 458140100 7692 93450.000SH SOLE 93450.000
International Business Machine COM 459200101 726 6732.000 SH SOLE 6732.000
Iomega Corp. COM 462030107 34 10000.000SH SOLE 10000.000
JLG Industries Inc. COM 466210101 4947 310400.000SH SOLE 310400.000
Mastec Inc. COM 576323109 2899 65150.000SH SOLE 65150.000
Mellon Financial Corp. COM 585509102 9724 285462.292SH SOLE 285462.292
Merck & Company COM 589331107 776 11546.000SH SOLE 11546.000
Merrill Lynch COM 590188108 13298 159610.000SH SOLE 159610.000
Monaco Coach COM 60886R103 1272 49750.000SH SOLE 49750.000
Morgan Stanley Dean Witter Dis COM 617446448 13588 95190.000SH SOLE 95190.000
NVR Inc. COM 62944T105 2559 53600.000SH SOLE 53600.000
National City Corp. COM 635405103 655 27636.000SH SOLE 27636.000
National RV Holdings COM 637277104 9448 490800.000SH SOLE 490800.000
Omni Energy Services COM 68210T109 210 186400.000SH SOLE 186400.000
Orthodontic Centers AM COM 68750P103 1330 111400.000SH SOLE 111400.000
Owens Corning Co COM 69073F103 2587 133935.843SH SOLE 133935.843
Philip Morris COM 718154107 1055 45880.000SH SOLE 45880.000
Piercing Pagoda Inc COM 720773100 151 10000.000SH SOLE 10000.000
RTI International Metals Inc. COM 74961H203 2002 266955.000SH SOLE 266955.000
Reliance Group Holdings COM 759464100 1653 249500.000SH SOLE 249500.000
Rush Enterprises Inc. COM 781846100 290 20000.000SH SOLE 20000.000
SCIOS Inc COM 808905103 586 140000.000SH SOLE 140000.000
Salton COM 795757103 4462 133440.000SH SOLE 133440.000
Southdown Inc. COM 841297104 4610 89300.000SH SOLE 89300.000
Southwest SEC Inc. COM 845224104 10263 378377.879SH SOLE 378377.879
Stanley Furniture COM 854305208 9403 511710.000SH SOLE 511710.000
Superior Industries COM 868168105 3808 142029.000SH SOLE 142029.000
Texas Industries Inc. COM 882491103 5275 123924.164SH SOLE 123924.164
USG Corporation New COM 903293405 776 16468.000SH SOLE 16468.000
Washington Mutual Inc. COM 939322103 1184 45742.000SH SOLE 45742.000
Winnebago Inds. Inc. COM 974637100 857 42700.000SH SOLE 42700.000
Federated Income TR MUT 314199100 105 10650.000SH SOLE 10650.000
Marsico Growth & Income MUT 573012200 256 11703.695SH SOLE 11703.695
N & B Partners Neuberger MUT 641224407 341 14225.477SH SOLE 14225.477
PIMCO Total Return Administrat MUT 693390726 191 19275.741SH SOLE 19275.741
Vanguard Windsor Fund II MUT 922018205 236 9441.858 SH SOLE 9441.858
69 DATA RECORDS 287276
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