The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ARC DOCUMENT SOLUTIONS COM 00191G103 432 201,110 SH   SOLE   0 175,555 25,555
AT HOME GROUP COM 04650Y100 205 5,555 SH   SOLE   5,555 0 0
BANK OZK COM 06417N103 373 8,855 SH   SOLE   8,855 0 0
BUILD-A-BEAR WORKSHOP COM 120076104 615 35,555 SH   SOLE   35,555 0 0
CANTALOUPE COM 138103106 14,291 1,204,940 SH   SOLE   0 1,165,846 39,094
CEDAR REALTY TRUST COM NEW 150602605 198 11,755 SH   SOLE   11,755 0 0
CRAWFORD & CO CL A CL A 224633206 301 33,191 SH   SOLE   33,191 0 0
CRAWFORD & CO CL B CL B 224633107 13,986 1,626,307 SH   SOLE   0 1,573,617 52,690
DESIGNER BRANDS CL A CL A 250565108 735 44,430 SH   SOLE   0 42,555 1,875
DIRTT ENVIRONMENTAL SOLUTIONS COM 25490H106 1,728 404,175 SH   SOLE   0 388,717 15,458
DIVERSIFIED HEALTHCARE TR SH BEN INT COM 25525P107 201 47,995 SH   SOLE   47,995 0 0
EQT COM 26884L109 16,900 759,188 SH   SOLE   0 735,036 24,152
FLOTEK INDS DEL COM 343389102 8,375 4,840,969 SH   SOLE   0 4,675,121 165,848
FLUOR COM 343412102 14,190 801,708 SH   SOLE   0 779,055 22,653
FLUSHING FINL CORP COM 343873105 366 17,075 SH   SOLE   17,075 0 0
FREIGHTCAR AMER COM 357023100 537 90,555 SH   SOLE   90,555 0 0
GREENBRIER COS COM 393657101 2,037 46,750 SH   SOLE   0 45,234 1,516
HEIDRICK & STRUGGLES INTL COM 422819102 717 16,100 SH   SOLE   0 14,775 1,325
HOPE BANCORP INC COM 43940T109 369 25,995 SH   SOLE   25,995 0 0
HURCO CO COM 447324104 669 19,110 SH   SOLE   0 17,555 1,555
INTERNATIONAL SEAWAYS COM Y41053102 369 19,255 SH   SOLE   19,255 0 0
KBR INC COM 48242W106 833 21,830 SH   SOLE   0 20,555 1,275
LAZARD SHS A COM G54050102 328 7,255 SH   SOLE   7,255 0 0
MR COOPER GROUP COM 62482R107 25,363 767,195 SH   SOLE   0 747,286 19,909
NL INDS COM NEW 629156407 99 15,285 SH   SOLE   15,285 0 0
ORION GROUP HLDGS COM 68628V308 501 87,055 SH   SOLE   87,055 0 0
PITNEY BOWES COM 724479100 1,847 210,600 SH   SOLE   0 204,875 5,725
POTBELLY COM 73754Y100 11,400 1,443,086 SH   SOLE   0 1,399,216 43,870
PZENA INVT MGMT CLASS A CLASS A 74731Q103 821 74,610 SH   SOLE   0 67,555 7,055
RANGE RES COM 75281A109 633 37,775 SH   SOLE   37,775 0 0
RYERSON HLDG COM 783754104 374 25,610 SH   SOLE   0 22,555 3,055
SOUTHWESTERN ENERGY CO COM 845467109 924 162,895 SH   SOLE   162,895 0 0
TUPPERWARE BRANDS COM 899896104 356 14,975 SH   SOLE   14,975 0 0
UNITED NAT FOODS COM 911163103 408 11,030 SH   SOLE   0 10,255 775
PITNEY-BOWES 01/21/22 CALL @10.000 COM 724479900 118 13,400 SH Call SOLE   0 0 0
SOUTHWESTERN ENERGY CO 01/21/22 CALL @3.500 COM 845467909 170 3,000 SH Call SOLE   0 0 0