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<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>
American Intl Group COM 026874107 66288 549538 SH SOLE 549538
Andrew Corp COM 034425108 6736 547090 SH SOLE 547090
Archstone Cmntys Tr. COM 039581103 27636 1373221 SH SOLE 1373221
BankBoston COM 06605R106 11733 270890 SH SOLE 270890
Bowater, Inc. COM 102183100 27725 699690 SH SOLE 699690
Champion Intl COM 158525105 33416 813796 SH SOLE 813796
Chris-Craft Inds COM 170520100 32481 711919 SH SOLE 711919
Conseco COM 208464107 17452 565248 SH SOLE 565248
Cooper Tire & Rubber COM 216831107 25078 1364770 SH SOLE 1364770
Cyprus Amax Min. COM 232809103 23669 1952084 SH SOLE 1952084
D R Horton Inc COM 23331A109 216 12900 SH SOLE 12900
Duke Realty Invest COM 264411505 32231 1499112 SH SOLE 1499112
EEX Corp COM 26842V207 6146 1260730 SH SOLE 1260730
ESCO Electronics Corp COM 269030201 107 11900 SH SOLE 11900
Entergy Corp COM 29364G103 34136 1241310 SH SOLE 1241310
Everest Reinsurance COM 299808105 20478 656600 SH SOLE 656600
Federal Home Loan COM 313400301 46369 809060 SH SOLE 809060
Fleetwood Ent COM 339099103 28910 1009969 SH SOLE 1009969
Healthcare Realty Tr COM 421946104 14421 759000 SH SOLE 759000
Hollinger Inc. COM 435569108 32180 2372730 SH SOLE 2372730
Hubbell Inc. Cl. B COM 443510201 15146 378650 SH SOLE 378650
MBIA Inc COM 55262C100 53616 924406 SH SOLE 924406
Meditrust COM 58501T306 17459 1403754 SH SOLE 1403754
Morrison Knudsen COM 61844A109 119 12000 SH SOLE 12000
N E Electric Sys COM 644001109 23562 485814 SH SOLE 485814
NCR Corp COM 62886E108 66811 1336224 SH SOLE 1336224
Nucor Corp COM 670346105 33877 768830 SH SOLE 768830
OM Group Inc COM 670872100 30560 926071 SH SOLE 926071
PP&L Resources COM 693499105 26173 1057500 SH SOLE 1057500
PacifiCorp COM 695114108 15077 874000 SH SOLE 874000
Readers Digest Assoc COM 755267101 9034 287370 SH SOLE 287370
Reinsurance Gr Of Am COM 759351109 26728 627980 SH SOLE 627980
Sbarro Inc COM 805844107 7493 281420 SH SOLE 281420
Seagate Technology COM 811804103 46069 1558356 SH SOLE 1558356
Sherwin-Williams COM 824348106 21626 768940 SH SOLE 768940
Silicon Graphics COM 827056102 33689 2034030 SH SOLE 2034030
Tidewater Inc COM 886423102 18589 718432 SH SOLE 718432
Trigon Healthcare COM 89618L100 35313 1031030 SH SOLE 1031030
Trizec Hahn Corp. COM 896938107 28860 1565274 SH SOLE 1565274
Warnaco Group COM 934390105 36478 1477607 SH SOLE 1477607
Washington REIT COM 939653101 15846 971385 SH SOLE 971385
Wellman COM 949702104 2971 334800 SH SOLE 334800
Wellpoint Health Net COM 94973H108 40587 535360 SH SOLE 535360
</TABLE>
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