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
August 14, 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 00754X105 12760 274400.000SH SOLE 274400.000
AMR Corp. COM 001765106 389 14700.000SH SOLE 14700.000
Allegheny Technologies Inc. COM 01741R102 360 20000.000SH SOLE 20000.000
American Woodmark Corp COM 030506109 4578 223318.526SH SOLE 223318.526
Applied Materials COM 038222105 18590 205128.000SH SOLE 205128.000
Ark Best Corp. COM 040790107 4984 501500.000SH SOLE 501500.000
Atmel Corp COM 049513104 1280 34700.000SH SOLE 34700.000
Avatex Corp CL A BB COM 053487104 15 27402.000SH SOLE 27402.000
BE Aerospace Inc COM 073302101 3003 436840.000SH SOLE 436840.000
Beazer Homes USA Inc. COM 07556Q105 931 51000.000SH SOLE 51000.000
Calpine Corp. COM 131347106 13624 207212.000SH SOLE 207212.000
Centex Corp COM 152312104 2444 104000.000SH SOLE 104000.000
Chase Manhattan Crp COM 16161A108 2412 52374.000SH SOLE 52374.000
Citigroup Inc. COM 173034109 13811 229234.997SH SOLE 229234.997
Coastal Corp. COM 190441105 12680 208301.370SH SOLE 208301.370
Computer Assoc Int'l COM 204912109 8670 169382.000SH SOLE 169382.000
Conoco Inc CL A COM 208251306 8206 373000.000SH SOLE 373000.000
Conseco Inc. COM 208464107 9754 1000436.592SH SOLE 1000436.592
Countrywide Credit Ind Inc COM 222372104 2086 68807.202SH SOLE 68807.202
Crossman Communities COM 22764E109 4401 266750.000SH SOLE 266750.000
D&K Healthcare COM 232861104 183 17500.000SH SOLE 17500.000
Eclipse Surgical COM 278849104 62 14200.000SH SOLE 14200.000
Edwards, A. G. COM 281760108 1157 29675.000SH SOLE 29675.000
Fannie Mae COM 313586109 6571 125914.000SH SOLE 125914.000
Fidelity Nat'l Fin'l COM 316326107 7147 390284.000SH SOLE 390284.000
Ford COM 345370100 7695 178960.141SH SOLE 178960.141
General Electric COM 369604103 401 7560.000 SH SOLE 7560.000
Global Marine Inc New COM 379352404 792 28100.000SH SOLE 28100.000
Graco Inc. COM 384109104 4352 133910.000SH SOLE 133910.000
Houston Exploration COM 442120101 502 20000.000SH SOLE 20000.000
Idex Corp COM 45167R104 2414 76475.000SH SOLE 76475.000
Intel Corp COM 458140100 9712 72650.000SH SOLE 72650.000
International Business Machine COM 459200101 738 6732.000 SH SOLE 6732.000
Iomega Corp. COM 462030107 40 10000.000SH SOLE 10000.000
JLG Industries Inc. COM 466210101 1921 161808.773SH SOLE 161808.773
Mastec Inc. COM 576323109 3216 84225.000SH SOLE 84225.000
Mellon Financial Corp. COM 585509102 8512 233601.307SH SOLE 233601.307
Merck & Company COM 589331107 885 11546.000SH SOLE 11546.000
Merrill Lynch COM 590188108 17481 152010.000SH SOLE 152010.000
Monaco Coach COM 60886R103 678 49750.000SH SOLE 49750.000
Morgan Stanley Dean Witter Dis COM 617446448 15225 182880.000SH SOLE 182880.000
NVR Inc. COM 62944T105 3249 57000.000SH SOLE 57000.000
National RV Holdings COM 637277104 4953 471750.000SH SOLE 471750.000
Ocean Energy Inc. COM 67481e106 156 11000.000SH SOLE 11000.000
Omni Energy Services COM 68210T109 140 186400.000SH SOLE 186400.000
Orthodontic Centers AM COM 68750P103 2634 116400.000SH SOLE 116400.000
Owens Corning Co COM 69073F103 666 71951.945SH SOLE 71951.945
Parker Hannifin Corp COM 701094104 572 16687.000SH SOLE 16687.000
Philip Morris COM 718154107 1160 43680.000SH SOLE 43680.000
Piercing Pagoda Inc COM 720773100 145 10000.000SH SOLE 10000.000
RTI International Metals Inc. COM 74961H203 3454 303655.000SH SOLE 303655.000
Readers Digest Assoc. COM 755267101 672 16900.000SH SOLE 16900.000
Reliance Group Holdings COM 759464100 42 55500.000SH SOLE 55500.000
Rush Enterprises Inc. COM 781846100 101 18100.000SH SOLE 18100.000
SCIOS Inc COM 808905103 675 120000.000SH SOLE 120000.000
Sabre Class A COM 785905100 303 10622.000SH SOLE 10622.000
Salton COM 795757103 6842 185540.000SH SOLE 185540.000
Southdown Inc. COM 841297104 5122 88700.000SH SOLE 88700.000
Southwest SEC Inc. COM 845224104 15031 403517.718SH SOLE 403517.718
Stanley Furniture COM 854305208 10725 487510.000SH SOLE 487510.000
Superior Industries COM 868168105 3457 134234.000SH SOLE 134234.000
Texas Industries Inc. COM 882491103 5568 192836.312SH SOLE 192836.312
Union Pacific Res. Grp. COM 907818108 2200 100000.000SH SOLE 100000.000
Visteon Corp. COM 92839U107 284 23415.350SH SOLE 23415.350
Washington Mutual Inc. COM 939322103 1486 51462.000SH SOLE 51462.000
Winnebago Inds. Inc. COM 974637100 647 49500.000SH SOLE 49500.000
Federated Income TR MUT 314199100 105 10650.000SH SOLE 10650.000
Marsico Growth & Income MUT 573012200 237 11703.695SH SOLE 11703.695
N & B Partners Neuberger MUT 641224407 339 14225.477SH SOLE 14225.477
Vanguard Windsor Fund II MUT 922018205 234 9551.735 SH SOLE 9551.735
</TABLE>
