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
3M CO COM COM 88579Y101 4,975 35,474 SH   SOLE   5,450 0 30,024
ALLIED HEALTHCARE COM 019222108 718 314,884 SH   SOLE   314,884 0 0
BRT REALTY TRUST SH BEN INT NEW 055645303 1,118 158,092 SH   SOLE   158,092 0 0
CENTRAL FD CDA LTD CL A 153501101 150 11,300 SH   SOLE   4,100 0 7,200
CHARTER FINL CORP MD COM 16122W108 7,202 668,690 SH   SOLE   319,720 0 348,970
CHEVRON CORP NEW COM COM 166764100 278 2,229 SH   SOLE   0 0 2,229
CISCO SYSTEMS INC COM 17275R102 5,668 252,681 SH   SOLE   78,160 0 174,521
CMS BANCORP INC COM COM 12600U102 151 16,218 SH   SOLE   16,218 0 0
CONS TOMOKA LAND CO COM 210226106 960 26,455 SH   SOLE   26,455 0 0
CORNING INC COM COM 219350105 6,710 376,518 SH   SOLE   97,275 0 279,243
EAGLE BANCORP MONT COM 26942G100 1,229 112,250 SH   SOLE   112,250 0 0
ENGLOBAL CORP COM COM 293306106 976 697,398 SH   SOLE   697,398 0 0
ESSA BANCORP INC COM COM 29667D104 1,383 119,600 SH   SOLE   119,600 0 0
EXXON MOBIL CORP COM COM 30231G102 638 6,300 SH   SOLE   0 0 6,300
FEDFIRST FINL CORP COM 31429C101 1,351 69,447 SH   SOLE   69,447 0 0
GEORGETOWN BANCORP COM 372591107 1,134 71,315 SH   SOLE   71,315 0 0
HARDINGE INC COM 412324303 1,160 80,200 SH   SOLE   80,200 0 0
HELMERICH & PAYNE COM 423452101 6,718 79,895 SH   SOLE   22,980 0 56,915
HOME BANCORP INC COM 43689E107 330 17,491 SH   SOLE   17,491 0 0
HOME FED BANCORP INC COM 43708L108 1,242 69,761 SH   SOLE   69,761 0 0
HOMETRUST BANCSHARES COM 437872104 1,250 78,200 SH   SOLE   78,200 0 0
HOPFED BANCORP INC COM 439734104 1,696 148,888 SH   SOLE   148,888 0 0
HURCO CO COM 447324104 663 26,492 SH   SOLE   26,492 0 0
IF BANCORP INC COM COM 44951J105 1,161 69,519 SH   SOLE   69,519 0 0
INSTEEL INDS INC COM COM 45774W108 2,728 120,012 SH   SOLE   120,012 0 0
ISHARES SILVER TR ISHARES 46428Q109 223 11,900 SH   SOLE   5,200 0 6,700
JOHNSON & JOHNSON COM 478160104 4,957 54,117 SH   SOLE   14,135 0 39,982
LOUISIANA BANCORP COM 54619P104 189 10,400 SH   SOLE   10,400 0 0
MALVERN BANCORP INC COM 561409103 2,066 187,782 SH   SOLE   187,782 0 0
MARKET VECTORS ETF GOLD MINER ETF 57060U100 2,278 107,810 SH   SOLE   4,080 0 103,730
MATERIAL SCIENCES COM 576674105 1,774 150,200 SH   SOLE   150,200 0 0
MEDIDATA SOLUTIONS COM 58471A105 238 3,940 SH   SOLE   3,940 0 0
MICROSOFT CORP COM 594918104 5,770 154,240 SH   SOLE   44,688 0 109,552
NAUGATUCK VY FINL COM 63906P107 714 98,678 SH   SOLE   98,678 0 0
NORTHFIELD BANCORP COM 66611T108 3,696 280,000 SH   SOLE   280,000 0 0
NUCOR CORP COM COM 670346105 1,142 21,400 SH   SOLE   21,400 0 0
OBA FINL SVCS INC COM 67424G101 1,472 80,895 SH   SOLE   80,895 0 0
OCEAN SHORE HLDG CO COM 67501R103 2,368 173,363 SH   SOLE   173,363 0 0
PEOPLES FED COM 711037101 479 27,000 SH   SOLE   27,000 0 0
PFIZER INC COM COM 717081103 3,807 124,285 SH   SOLE   22,595 0 101,690
PROVIDENCE & COM 743737108 1,832 93,695 SH   SOLE   93,695 0 0
QUANEX BLDG PRODS COM 747619104 1,312 65,886 SH   SOLE   65,886 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 1,196 33,810 SH   SOLE   33,810 0 0
SEACOR SMIT INC COM COM 811904101 5,976 65,521 SH   SOLE   20,678 0 44,843
SI FINL GROUP INC MD COM 78425V104 2,368 196,508 SH   SOLE   196,508 0 0
SOUND FINL BANCORP COM 83607A100 1,178 69,700 SH   SOLE   69,700 0 0
SP BANCORP INC COM COM 78468K106 1,824 92,426 SH   SOLE   92,426 0 0
SPDR GOLD TR GOLD GOLD SHS 78463V107 8,268 71,204 SH   SOLE   39,660 0 31,544
STATE INVS BANCORP COM 857030100 512 34,163 SH   SOLE   34,163 0 0
SUPERIOR INDUSTRIES COM 868168105 7,581 367,483 SH   SOLE   152,085 0 215,398
TF FINL CORP COM COM 872391107 1,042 37,001 SH   SOLE   37,001 0 0