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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Alcoa Corporation COM 013872106   674,800 20,000 SH   SOLE   20,000 0 0
Allient Inc COM 019330109   1,231,967 34,567 SH   SOLE   34,567 0 0
Alta Equipment Group COM 02128L106   2,008,143 155,069 SH   SOLE   155,069 0 0
American National Bankshares Inc (Virginia) com COM 027745108   726,433 15,234 SH   SOLE   15,234 0 0
Ameris Bancorp COM 03076K108   626,224 12,968 SH   SOLE   12,968 0 0
Andersons Inc COM 034164103   2,209,493 38,550 SH   SOLE   38,550 0 0
Antero Resources Corp COM 03674X106   1,885,325 65,000 SH   SOLE   65,000 0 0
Ascent Industries Co COM 871565107   1,914,119 187,475 SH   SOLE   187,475 0 0
B. Riley Financial Inc COM 05580M108   279,312 13,200 SH   SOLE   13,200 0 0
Bank Ozk COM 06417N103   1,453,760 32,000 SH   SOLE   32,000 0 0
Bar Harbor Bankshares COM 066849100   829,697 31,333 SH   SOLE   31,333 0 0
Barrick Gold Corp COM 067901108   2,212,455 133,000 SH   SOLE   133,000 0 0
BGSF Inc COM 05601C105   250,095 23,967 SH   SOLE   23,967 0 0
Blue Bird Corp COM 095306106   913,331 23,825 SH   SOLE   23,825 0 0
Bluelinx Holdings Inc COM 09624H208   5,514,422 42,373 SH   SOLE   42,373 0 0
Bm Technologies Inc SHS 05591L107   707,378 424,852 SH   SOLE   424,852 0 0
Borr Drilling Ltd COM G1466R173   10,551,047 1,541,424 SH   SOLE   1,541,424 0 0
BRP Inc CL A 05577W200   1,806,064 26,908 SH   SOLE   26,908 0 0
Build-A-Bear Workshop Inc COM 120076104   15,480,631 519,310 SH   SOLE   519,310 0 0
Builders FirstSource Inc COM 12008R107   14,054,456 67,401 SH   SOLE   67,401 0 0
Bunge Ltd COM G16962105   2,283,980 22,286 SH   SOLE   22,286 0 0
Callon Petroleum Co COM 13123X508   587,202 16,400 SH   SOLE   16,400 0 0
Cameco Corp COM 13321L108   18,703,662 431,706 SH   SOLE   431,706 0 0
Capital Bancorp Inc COM 139737100   957,630 46,162 SH   SOLE   46,162 0 0
Capri Holdings Ltd SHS G1890L107   2,604,462 57,500 SH   SOLE   57,500 0 0
CB Financial Services Inc COM 12479G101   585,075 26,826 SH   SOLE   26,826 0 0
Cedar Fair LP DEPOSITRY UNIT 150185106   1,984,440 47,288 SH   SOLE   47,288 0 0
Cenovus Energy Inc COM 15135U109   7,487,204 166,623 SH   SOLE   166,623 0 0
Celestica Inc SUB VTG SHS 15101Q108   1,999,500 100,000 SH   SOLE   100,000 0 0
Central Pacific Financial Corp COM 154760409   891,413 45,055 SH   SOLE   45,055 0 0
CF Bankshares Inc COM 12520L109   930,767 46,655 SH   SOLE   46,655 0 0
CF Industries Holdings Inc COM 125269100   3,327,800 40,000 SH   SOLE   40,000 0 0
Citizens Financial Group Inc COM 174610105   539,303 14,863 SH   SOLE   14,863 0 0
Citizens Financial Services Inc COM 174615104   743,453 15,202 SH   SOLE   15,202 0 0
ClearBridge MLP and Midstream Fund Inc COM 184692200   1,047,514 22,869 SH   SOLE   22,869 0 0
Cleaveland-Cliffs Inc COM 185899101   1,114,015 49,000 SH   SOLE   49,000 0 0
Climb Global Solutions Inc COM 946760105   10,780,348 154,060 SH   SOLE   154,060 0 0
Colony Bankcorp Inc COM 19623P101   380,665 33,087 SH   SOLE   33,087 0 0
Coty Inc COM 222070203   3,072,435 257,000 SH   SOLE   257,000 0 0
Crown Crafts Inc COM 228309100   1,346,755 263,553 SH   SOLE   263,553 0 0
Customers Bancorp Inc COM 23204G100   2,758,880 52,020 SH   SOLE   52,020 0 0
CVR Partners LP COM 126633205   2,908,315 36,985 SH   SOLE   36,985 0 0
Deere & Co COM 244199105   4,105,400 10,000 SH   SOLE   10,000 0 0
Denison Mines Corp COM 248356107   2,706,422 1,387,909 SH   SOLE   1,387,909 0 0
Diamond Offshore Drilling Inc COM 25271C201   2,727,000 200,000 SH   SOLE   200,000 0 0
DLH Holdings Corp COM 23335Q100   305,461 23,045 SH   SOLE   23,045 0 0
Dream Finders Homes Inc COM CL A 26154D100   2,604,008 59,527 SH   SOLE   59,527 0 0
Dril-Quip Inc COM 262037104   4,670,961 207,460 SH   SOLE   207,460 0 0
DXP Enterprises Inc COM 233377407   591,403 11,009 SH   SOLE   11,009 0 0
Eastern Co COM 276317104   1,194,413 35,322 SH   SOLE   35,322 0 0
Ensign Group Inc COM 29358P101   1,242,900 10,000 SH   SOLE   10,000 0 0
Epsilon Energy Ltd COM 294375209   703,876 128,094 SH   SOLE   128,094 0 0
Escalade Inc COM 296056104   1,082,710 78,886 SH   SOLE   78,886 0 0
Espey MFG and Electronics Corp COM 296650104   1,008,265 40,114 SH   SOLE   40,114 0 0
Evans Bancorp Inc COM NEW 29911Q208   1,076,005 36,035 SH   SOLE   36,035 0 0
First Business Financial Services Inc COM 319390100   1,742,037 46,591 SH   SOLE   46,591 0 0
First National Corp COM 32106V107   415,843 25,395 SH   SOLE   25,395 0 0
First United Corp COM 33741H107   2,548,719 110,838 SH   SOLE   110,838 0 0
FLEX LNG Ltd SHS G35947202   902,232 35,500 SH   SOLE   35,500 0 0
Forum Energy Technologies Inc COM 34984V209   4,434,321 221,938 SH   SOLE   221,938 0 0
Freeport-McMoRan Inc CL B 35671D857   4,635,675 99,000 SH   SOLE   99,000 0 0
Friedman Industries Inc COM 358435105   7,597,284 408,127 SH   SOLE   408,127 0 0
FS Bancorp Inc COM 30263Y104   9,174,280 265,076 SH   SOLE   265,076 0 0
Garrett Motion Inc COM 366505105   2,868,350 288,857 SH   SOLE   288,857 0 0
Gates Industrial Corporation PLC ORD SHS G39108108   1,422,465 80,388 SH   SOLE   80,388 0 0
Gencor Industries Inc COM 368678108   1,109,930 67,720 SH   SOLE   67,720 0 0
Geospace Technologies Corp COM 37364X109   1,813,452 137,748 SH   SOLE   137,748 0 0
German American Bancorp Inc COM 373865104   346,150 10,000 SH   SOLE   10,000 0 0
Golar LNG Ltd SHS G9456A100   5,493,140 228,500 SH   SOLE   228,500 0 0
Graham Corp COM 384556106   1,381,939 50,732 SH   SOLE   50,732 0 0
Greenbrier Companies Inc COM 393657101   3,460,996 66,449 SH   SOLE   66,449 0 0
Gulf Island Fabrication Inc COM 402307102   1,479,379 202,101 SH   SOLE   202,101 0 0
Hanmi Financial Corp COM 410495204   820,920 51,533 SH   SOLE   51,533 0 0
Hawkins Inc COM 420261109   5,049,282 65,823 SH   SOLE   65,823 0 0
Helmerich and Payne Inc COM 423452101   1,891,125 45,000 SH   SOLE   45,000 0 0
Hingham Institution For Savings COM 433323102   1,969,289 11,336 SH   SOLE   11,336 0 0
Home Bancorp Inc COM 43689E107   700,212 18,359 SH   SOLE   18,359 0 0
InPlay Oil Corp COM 45780T206   779,100 445,200 SH   SOLE   445,200 0 0
Jewett-Cameron Trading Company Ltd COM 47733C207   345,313 63,071 SH   SOLE   63,071 0 0
Johnson Outdoors Inc CL A 479167108   3,873,167 84,117 SH   SOLE   84,117 0 0
Karat Packaging Inc COM 48563L101   4,259,524 149,143 SH   SOLE   149,143 0 0
Kewaunee Scientific Corp COM 492854104   930,996 27,258 SH   SOLE   27,258 0 0
Kirklands Inc COM 497498105   219,535 90,717 SH   SOLE   90,717 0 0
L.B. Foster Co COM 350060109   969,551 35,606 SH   SOLE   35,606 0 0
Landmark Bancorp Inc COM 51504L107   743,787 37,958 SH   SOLE   37,958 0 0
Lazydays Holdings Inc COM 52110H100   981,717 243,905 SH   SOLE   243,905 0 0
LCI Industries COM 50189K103   2,730,029 22,208 SH   SOLE   22,208 0 0
Lifeway Foods Inc COM 531914109   735,726 42,912 SH   SOLE   42,912 0 0
Limoneira Co COM 532746104   390,153 19,972 SH   SOLE   19,972 0 0
M/I Homes Inc COM 55305B101   8,898,299 65,323 SH   SOLE   65,323 0 0
Malibu Boats Inc COM CL A 56117J100   4,342,966 100,369 SH   SOLE   100,369 0 0
Manitex International Inc COM 563420108   1,789,375 261,796 SH   SOLE   261,796 0 0
Manitowoc Company Inc COM NEW 563571405   1,186,096 83,912 SH   SOLE   83,912 0 0
Marine Products Corp COM 568427108   2,787,590 237,545 SH   SOLE   237,545 0 0
MarineMax Inc COM 567908108   2,701,237 81,228 SH   SOLE   81,228 0 0
Martin Midstream Partners LP UNIT L P INT 573331105   594,394 230,833 SH   SOLE   230,833 0 0
MasterBrand Inc COMMON STOCK 57638P104   14,338,045 765,308 SH   SOLE   765,308 0 0
Matrix Service Co COM 576853105   2,403,387 184,592 SH   SOLE   184,592 0 0
Medallion Financial Corp COM 583928106   630,775 79,845 SH   SOLE   79,845 0 0
Mercantile Bank Corp COM 587376104   1,445,052 37,661 SH   SOLE   37,661 0 0
Metrocity Bankshares Inc COM 59165J105   1,977,658 79,249 SH   SOLE   79,249 0 0
Mid Penn Bancorp Inc COM 59540G107   1,074,065 53,476 SH   SOLE   53,476 0 0
Mosaic Co COM 61945C103   2,790,772 85,989 SH   SOLE   85,989 0 0
Murphy Usa Inc COM 626755102   12,956,104 30,906 SH   SOLE   30,906 0 0
Myers Industries Inc COM 628464109   1,543,136 66,615 SH   SOLE   66,615 0 0
New York Community Bancorp Inc COM 649445103   417,024 129,712 SH   SOLE   129,712 0 0
Nexgen Energy Ltd COM 65340P106   7,099,946 911,418 SH   SOLE   911,418 0 0
NN Inc COM 629337106   1,327,062 280,563 SH   SOLE   280,563 0 0
Northrim BanCorp Inc COM 666762109   3,505,880 69,095 SH   SOLE   69,095 0 0
Nov Inc COM 62955J103   2,435,177 124,721 SH   SOLE   124,721 0 0
Nutrien Ltd COM 67077M108   868,720 16,000 SH   SOLE   16,000 0 0
OneWater Marine Inc CL A COM 68280L101   1,659,993 59,043 SH   SOLE   59,043 0 0
Orion Group Holdings Inc COM 68628V308   2,512,715 306,242 SH   SOLE   306,242 0 0
Ovintiv Inc COM 69047Q102   1,037,300 20,000 SH   SOLE   20,000 0 0
Patrick Industries Inc COM 703343103   2,864,987 24,017 SH   SOLE   24,017 0 0
PBF Energy Inc CL A 69318G106   2,014,775 35,000 SH   SOLE   35,000 0 0
Pennant Group Inc COM 70805E109   6,156,657 313,955 SH   SOLE   313,955 0 0
Permian Resources Corp CL A COM 71424F105   2,980,411 168,814 SH   SOLE   168,814 0 0
Plumas Bancorp COM 729273102   3,417,490 92,728 SH   SOLE   92,728 0 0
Preferred Bank COM 740367404   2,073,237 27,034 SH   SOLE   27,034 0 0
Radius Recycling CL A 806882106   839,046 39,737 SH   SOLE   39,737 0 0
Ring Energy Inc COM 76680V108   949,630 489,500 SH   SOLE   489,500 0 0
Roivant Sciences Ltd SHS G76279101   949,950 90,000 SH   SOLE   90,000 0 0
Sally Beauty Holdings Inc COM 79546E104   798,592 64,273 SH   SOLE   64,273 0 0
SEACOR Marine Holdings Inc COM 78413P101   1,293,935 92,490 SH   SOLE   92,490 0 0
Seadrill Ltd COM G7997W102   4,304,118 85,603 SH   SOLE   85,603 0 0
SentinelOne Inc CL A 81730H109   931,800 40,000 SH   SOLE   40,000 0 0
Six Flags Entertainment Corp COM 83001A102   511,739 19,443 SH   SOLE   19,443 0 0
SM Energy Co COM 78454L100   996,700 20,000 SH   SOLE   20,000 0 0
Southern First Bancshares Inc COM 842873101   345,299 10,891 SH   SOLE   10,891 0 0
Steel Partners Holdings LP LTD PRTRSHIP U 85814R107   484,375 12,500 SH   SOLE   12,500 0 0
Sterling Construction Company Inc COM 859241101   8,292,017 75,252 SH   SOLE   75,252 0 0
Strattec Security Corp COM 863111100   926,636 38,739 SH   SOLE   38,739 0 0
Superior Group of Companies Inc COM 868358102   521,519 31,636 SH   SOLE   31,636 0 0
Taylor Devices Inc COM 877163105   995,396 20,362 SH   SOLE   20,362 0 0
TechnipFMC PLC COM G87110105   3,994,054 159,094 SH   SOLE   159,094 0 0
Thor Industries Inc COM 885160101   2,018,060 17,205 SH   SOLE   17,205 0 0
Thryv Holdings Inc COM NEW 886029206   1,515,255 68,224 SH   SOLE   68,224 0 0
Tidewater Inc COM 88642R109   6,282,533 68,359 SH   SOLE   68,359 0 0
Timberland Bancorp Inc COM 887098101   1,068,660 39,935 SH   SOLE   39,935 0 0
Toll Brothers Inc COM 889478103   2,588,000 20,000 SH   SOLE   20,000 0 0
Tortoise Energy Infrastructure Corp COM 89147L886   1,377,634 44,526 SH   SOLE   44,526 0 0
Towne Bank COM 89214P109   1,118,228 39,894 SH   SOLE   39,894 0 0
Transocean Ltd REGISTERED SHS H8817H100   1,255,000 200,000 SH   SOLE   200,000 0 0
Ufp Industries Inc COM 90278Q108   6,335,986 51,554 SH   SOLE   51,554 0 0
UFP Technologies Inc COM 902673102   11,978,105 47,470 SH   SOLE   47,470 0 0
Urogen Pharma Ltd COM M96088105   1,153,696 77,093 SH   SOLE   77,093 0 0
Valaris Ltd CL A G9460G101   3,423,420 45,500 SH   SOLE   45,500 0 0
Valmont Industries Inc COM 920253101   2,282,850 10,000 SH   SOLE   10,000 0 0
Vertiv Holdings Co COM CL A 92537N108   979,740 12,000 SH   SOLE   12,000 0 0
Virginia National Bankshares Corp COM 928031103   758,398 25,150 SH   SOLE   25,150 0 0
Vital Energy Inc COM 516806205   1,890,900 36,000 SH   SOLE   36,000 0 0
Vital Farms Inc COM 92847W103   2,062,983 88,826 SH   SOLE   88,826 0 0
W&T Offshore Inc COM 92922P106   263,902 99,774 SH   SOLE   99,774 0 0
Walgreens Boots Alliance Inc COM 931427108   1,734,000 80,000 SH   SOLE   80,000 0 0
Weatherford International PLC ORD SHS G48833118   4,614,000 40,000 SH   SOLE   40,000 0 0
West Bancorporation Inc COM 95123P106   451,702 25,263 SH   SOLE   25,263 0 0
Westwood Holdings Group Inc COM 961765104   367,784 29,684 SH   SOLE   29,684 0 0
Winnebago Industries Inc COM 974637100   8,302,257 112,223 SH   SOLE   112,223 0 0
Worthington Enterprises Inc COM 981811102   1,618,381 26,019 SH   SOLE   26,019 0 0
Worthington Steel Inc COM SHS 982104101   1,733,030 48,294 SH   SOLE   48,294 0 0
Yeti Holdings Inc COM 98585X104   1,868,947 48,500 SH   SOLE   48,500 0 0