I REPRESENT THAT I AM AUTHORIZED TO SUBMIT THIS FORM AND
THAT ALL INFORMATION IN THIS FORM AND THE ATTACHMENTS TO IT
IS TRUE, CORRECT AND COMPLETE, AND I UNDERSTAND THAT ALL
REQUIRED ITEMS, STATEMENTS AND SCHEDULES ARE INTEGRAL PARTS
OF THIS FORM AND THAT THE SUBMISSION OF ANY AMENDMENT
REPRESENTS THAT ALL UNAMENDED ITEMS, STATEMENTS AND
SCHEDULES REMAIN TRUE, CORRECT AND COMPLETE AS PREVIOUSLY
SUBMITTED.
I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES
EXCHANGE ACT OF 1934.
/s/ John H. Kunkle
November 13, 2000
<TABLE>
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 00207r101 4656 199200.000SH SOLE 199200.000
AMR Corp. COM 001765106 458 14000.000SH SOLE 14000.000
Allegheny Technologies Inc. COM 01741R102 736 40600.000SH SOLE 40600.000
American Woodmark Corp COM 030506109 5165 261518.526SH SOLE 261518.526
Anadarko Petroleum Corp. COM 032511107 3024 45500.000SH SOLE 45500.000
Applied Materials COM 038222105 9060 152758.000SH SOLE 152758.000
Ark Best Corp. COM 040790107 8072 525000.000SH SOLE 525000.000
Avatex Corp CL A BB COM 10 27402.000SH SOLE 27402.000
BE Aerospace Inc COM 073302101 6998 434000.000SH SOLE 434000.000
Beazer Homes USA Inc. COM 07556Q105 2455 90100.000SH SOLE 90100.000
Calpine Corp. COM 131347106 21349 204542.000SH SOLE 204542.000
Centex Corp COM 152312104 3616 112550.000SH SOLE 112550.000
Chase Manhattan Crp COM 16161A108 2419 52374.000SH SOLE 52374.000
Citigroup Inc. COM 173034109 16376 302903.898SH SOLE 302903.898
Citrix Sys Inc COM 177376100 4053 202000.000SH SOLE 202000.000
Coastal Corp. COM 190441105 15566 210002.454SH SOLE 210002.454
Computer Assoc Int'l COM 204912109 3775 149862.000SH SOLE 149862.000
Conoco Inc CL A COM 208251306 11537 441600.000SH SOLE 441600.000
Conseco Inc. COM 208464107 7414 972299.405SH SOLE 972299.405
Countrywide Credit Ind Inc COM 222372104 2469 65412.944SH SOLE 65412.944
Crossman Communities COM 22764e109 1508 76350.000SH SOLE 76350.000
D&K Healthcare COM 232861104 1145 94900.000SH SOLE 94900.000
DAL Title Int'l. Inc. COM 23426R108 2566 205300.000SH SOLE 205300.000
Dana Corp COM 235811106 955 44400.000SH SOLE 44400.000
Del Webb Corp COM 947423109 624 22500.000SH SOLE 22500.000
Edwards, A. G. COM 281760108 1489 28461.000SH SOLE 28461.000
Fannie Mae COM 313586109 8978 125564.000SH SOLE 125564.000
Fidelity Nat'l Fin'l COM 316326107 9615 388494.000SH SOLE 388494.000
Ford COM 345370860 9353 369494.877SH SOLE 369494.877
General Electric COM 369604103 531 9201.000 SH SOLE 9201.000
Global Marine Inc New COM 379352404 840 27200.000SH SOLE 27200.000
Graco Inc. COM 384109104 4251 131800.000SH SOLE 131800.000
Houston Exploration COM 442120101 1361 53900.000SH SOLE 53900.000
Idex Corp COM 45167R104 2099 75125.000SH SOLE 75125.000
Igate Capital Corp. COM 45169U105 645 120000.000SH SOLE 120000.000
Intel Corp COM 458140100 4680 112600.000SH SOLE 112600.000
International Business Machine COM 459200101 757 6732.000 SH SOLE 6732.000
Iomega Corp. COM 462030107 50 10000.000SH SOLE 10000.000
JLG Industries Inc. COM 466210101 2618 214812.969SH SOLE 214812.969
Masco Corp COM 574599106 3449 185200.000SH SOLE 185200.000
Mastec Inc. COM 576323109 2605 83375.000SH SOLE 83375.000
Mellon Financial Corp. COM 58551a108 10723 231217.175SH SOLE 231217.175
Merck & Company COM 589331107 874 11746.000SH SOLE 11746.000
Meritage Corp. COM 59001A102 1423 78000.000SH SOLE 78000.000
Merrill Lynch COM 590188108 19782 299720.000SH SOLE 299720.000
Monaco Coach COM 60886R103 835 50600.000SH SOLE 50600.000
Morgan Stanley Dean Witter Dis COM 617446448 16649 182080.000SH SOLE 182080.000
NVR Inc. COM 62944t105 5613 69300.000SH SOLE 69300.000
National RV Holdings COM 637277104 4392 436500.000SH SOLE 436500.000
Ocean Energy Inc. COM 67481e106 201 13000.000SH SOLE 13000.000
Omni Energy Services COM 68210T109 163 186400.000SH SOLE 186400.000
Orthodontic Centers AM COM 68750P103 3878 116400.000SH SOLE 116400.000
Parker Hannifin Corp COM 701094104 551 16319.000SH SOLE 16319.000
Philip Morris COM 718154107 1097 37280.000SH SOLE 37280.000
RTI International Metals Inc. COM 74973w107 3942 273055.000SH SOLE 273055.000
Readers Digest Assoc. COM 755267101 576 16300.000SH SOLE 16300.000
SCIOS Inc COM 808905103 1245 120000.000SH SOLE 120000.000
Salton COM 795757103 10626 328840.000SH SOLE 328840.000
Southdown Inc. COM 841297104 6249 87700.000SH SOLE 87700.000
Southwest SEC Inc. COM 845224104 13670 467348.423SH SOLE 467348.423
Stanley Furniture COM 854305208 11959 493150.000SH SOLE 493150.000
Superior Industries COM 868168105 8089 269632.000SH SOLE 269632.000
Texas Industries Inc. COM 882491103 9153 287142.099SH SOLE 287142.099
Visteon Corp. COM 92839u107 6799 449487.920SH SOLE 449487.920
Washington Mutual Inc. COM 939322103 2124 53362.000SH SOLE 53362.000
Winnebago Inds. Inc. COM 974637100 884 70700.000SH SOLE 70700.000
Federated Income TR MUT 314199100 107 10650.000SH SOLE 10650.000
Federated Max-Cap #39 MUT 31420e106 615 21039.147SH SOLE 21039.147
Marsico Growth & Income MUT 573012200 244 11703.695SH SOLE 11703.695
N & B Partners Neuberger MUT 641224407 342 14225.477SH SOLE 14225.477
Vanguard Windsor Fund II MUT 922018205 259 9551.735 SH SOLE 9551.735
mfusagthx MUT 360 10449.734SH SOLE 10449.734
</TABLE>
