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
ARGAN INC COM 04010E109 5,467 169,932 SH   SOLE   169,932 0 0
CAMECO CORP COM 13321L108 12,133 457,681 SH   SOLE   457,681 0 0
CAMECO CORP COM 13321L108 0 100,000 SH Call SOLE   100,000 0 0
DENISON MINES CORP COM 248356107 2,348 1,973,236 SH   SOLE   1,973,236 0 0
ENERGY FUELS INC COM NEW 292671708 3,186 520,601 SH   SOLE   520,601 0 0
EZCORP INC CL A NON VTG 302301106 4,620 599,285 SH   SOLE   599,285 0 0
FARMER BROS CO COM 307675108 3,656 779,620 SH   SOLE   779,620 0 0
FOSTER L B CO COM 350060109 3,312 339,343 SH   SOLE   339,343 0 0
GRAHAM CORP COM 384556106 4,404 500,999 SH   SOLE   500,999 0 0
HAMILTON BEACH BRANDS HLDG C COM CL A 40701T104 5,151 441,350 SH   SOLE   441,350 0 0
HAYNES INTL INC COM NEW 420877201 1,852 52,747 SH   SOLE   52,747 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 3,898 322,399 SH   SOLE   322,399 0 0
HOOKER FURNISHINGS CORPORATI COM 439038100 5,620 416,608 SH   SOLE   416,608 0 0
MATRIX SVC CO COM 576853105 4,296 1,037,632 SH   SOLE   1,037,632 0 0
MOTORCAR PTS AMER INC COM 620071100 6,131 402,807 SH   SOLE   402,807 0 0
NEXGEN ENERGY LTD COM 65340P106 8,136 2,216,915 SH   SOLE   2,216,915 0 0
SCHOLASTIC CORP COM 807066105 3,035 98,680 SH   SOLE   98,680 0 0
UNIFI INC COM NEW 904677200 5,345 562,079 SH   SOLE   562,079 0 0
UR-ENERGY INC COM 91688R108 8,834 8,104,971 SH   SOLE   8,104,971 0 0