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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CUSTOMERS BANCORP INC COM 23204G100   341 9,900 SH   SOLE   9,900 0 0
ECOVYST INC COM 27923Q109   6,428 653,293 SH   SOLE   623,429 0 29,864
TERRAN ORBITAL CORPORATION COM 88105P103   578 694,133 SH   SOLE   694,133 0 0
LUXFER HLDGS PLC SHS G5698W116   7,625 584,322 SH   SOLE   559,980 0 24,342
ISHARES U S ETF TR BLACKROCK ST MAT 46431W507   349 6,987 SH   SOLE   6,987 0 0
VANECK ETF TRU ST PREFERRED SECURT 92189F429   235 14,000 SH   SOLE   14,000 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   1,035 14,625 SH   SOLE   14,625 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718   4,552 45,214 SH   SOLE   45,214 0 0
SHELL PLC SPON ADS 780259305   591 9,174 SH   SOLE   8,984 0 190
APPLE INC COM 037833100   315 1,840 SH   SOLE   1,840 0 0
WISDOMTREE TR INTRST RATE HDGE 97717W380   363 16,400 SH   SOLE   16,400 0 0
AMAZON COM INC COM 023135106   767 6,035 SH   SOLE   6,035 0 0
ANDERSONS INC COM 034164103   4,714 91,518 SH   SOLE   87,519 0 3,999
AXT INC COM 00246W103   6,065 2,527,167 SH   SOLE   2,419,697 0 107,470
CAMTEK LTD ORD M20791105   4,415 70,920 SH   SOLE   70,920 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   574 4,303 SH   SOLE   4,183 0 120
CERAGON NETWORKS LTD ORD M22013102   6,174 3,011,562 SH   SOLE   2,895,310 0 116,252
CISCO SYS INC COM 17275R102   427 7,950 SH   SOLE   7,950 0 0
DAKTRONICS INC COM 234264109   153 17,100 SH   SOLE   17,100 0 0
EAST WEST BANCORP INC COM 27579R104   3,881 73,628 SH   SOLE   70,433 0 3,195
EZCORP INC CL A NON VTG 302301106   21,132 2,561,401 SH   SOLE   2,464,588 0 96,813
FGI INDUSTRIES LTD ORDINARY SHARES G3302D103   1,326 914,212 SH   SOLE   898,863 0 15,349
GULF IS FABRICATION INC COM 402307102   3,386 1,035,579 SH   SOLE   1,010,829 0 24,750
GILAT SATELLITE NETWORKS LTD SHS NEW M51474118   1,946 302,663 SH   SOLE   288,574 0 14,089
ALPHABET INC CAP STK CL A 02079K305   565 4,317 SH   SOLE   4,187 0 130
ISHARES TR S&P SML 600 GWT 464287887   263 2,400 SH   SOLE   2,400 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104   14,631 854,606 SH   SOLE   813,490 0 41,116
LIBERTY GLOBAL PLC SHS CL C G5480U120   9,305 501,329 SH   SOLE   489,091 0 12,238
LIBERTY MEDIA CORP DEL COM LBTY LIV S A 531229748   758 23,740 SH   SOLE   23,740 0 0
LIMONEIRA CO COM 532746104   11,121 725,884 SH   SOLE   697,574 0 28,310
LANDSTAR SYS INC COM 515098101   407 2,300 SH   SOLE   2,300 0 0
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 531229813   517 20,310 SH   SOLE   20,310 0 0
MANITEX INTL INC COM 563420108   4,836 1,035,466 SH   SOLE   1,000,754 0 34,712
MICROSOFT CORP COM 594918104   1,263 4,000 SH   SOLE   4,000 0 0
MATRIX SVC CO COM 576853105   26,492 2,245,107 SH   SOLE   2,168,572 0 76,535
NORTHWEST PIPE CO COM 667746101   9,261 306,974 SH   SOLE   295,260 0 11,714
PAVMED INC COM 70387R106   29 100,000 SH   SOLE   0 0 100,000
RIBBON COMMUNICATIONS INC COM 762544104   4,727 1,763,972 SH   SOLE   1,711,483 0 52,489
RICHARDSON ELECTRS LTD COM 763165107   4,841 442,867 SH   SOLE   434,077 0 8,790
ORIGIN AGRITECH LIMITED SHS NEW G67828205   65 19,500 SH   SOLE   0 0 19,500
SUPERIOR GROUP OF CO INC COM 868358102   6,360 817,442 SH   SOLE   786,464 0 30,978
ISHARES TR SHORT TREAS BD 464288679   552 5,000 SH   SOLE   5,000 0 0
SIGA TECHNOLOGIES INC COM 826917106   10,841 2,065,012 SH   SOLE   1,976,396 0 88,616
SILICOM LTD ORD M84116108   17,380 665,894 SH   SOLE   642,872 0 23,022
SOLIGENIX INC COM NEW 834223505   13 23,334 SH   SOLE   0 0 23,334
TETRA TECH INC NEW COM 88162G103   730 4,800 SH   SOLE   4,800 0 0
ABBOTT LABS COM 002824100   391 4,035 SH   SOLE   4,035 0 0
ADAMS RES & ENERGY INC COM NEW 006351308   1,077 31,962 SH   SOLE   31,962 0 0
FEDERAL AGRIC MTG CORP CL C 313148306   5,702 36,952 SH   SOLE   35,719 0 1,233
BANK AMERICA CORP COM 060505104   898 32,792 SH   SOLE   31,681 0 1,111
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   6,862 74,730 SH   SOLE   41,681 0 33,049
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   6,195 17,684 SH   SOLE   17,453 0 231
CHINA FD INC COM 169373107   202 19,068 SH   SOLE   17,930 0 1,138
COMMERCIAL METALS CO COM 201723103   568 11,500 SH   SOLE   11,500 0 0
CRAWFORD & CO CL A 224633206   6,580 704,544 SH   SOLE   675,200 0 29,344
CRAWFORD & CO CL B 224633107   2,092 244,154 SH   SOLE   236,357 0 7,797
CVS HEALTH CORP COM 126650100   322 4,607 SH   SOLE   4,607 0 0
CHEVRON CORP NEW COM 166764100   278 1,650 SH   SOLE   1,650 0 0
QUEST DIAGNOSTICS INC COM 74834L100   286 2,350 SH   SOLE   2,350 0 0
GENERAL ELECTRIC CO COM NEW 369604301   395 3,569 SH   SOLE   3,344 0 225
INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887   1,001 20,141 SH   SOLE   20,141 0 0
HOME DEPOT INC COM 437076102   400 1,325 SH   SOLE   1,325 0 0
HUNTSMAN CORP COM 447011107   3,357 137,574 SH   SOLE   131,868 0 5,706
ISHARES TR U.S. MED DVC ETF 464288810   597 12,300 SH   SOLE   12,300 0 0
ISHARES TR CORE S&P500 ETF 464287200   218 508 SH   SOLE   508 0 0
ISHARES TR US TRSPRTION 464287192   397 1,700 SH   SOLE   1,700 0 0
JACOBS SOLUTIONS INC COM 46982L108   549 4,025 SH   SOLE   4,025 0 0
JEFFERIES FINL GROUP INC COM 47233W109   5,470 149,329 SH   SOLE   143,921 0 5,408
JOHNSON & JOHNSON COM 478160104   387 2,482 SH   SOLE   2,482 0 0
JPMORGAN CHASE & CO COM 46625H100   249 1,719 SH   SOLE   1,719 0 0
MARATHON PETE CORP COM 56585A102   724 4,786 SH   SOLE   4,786 0 0
MERCK & CO INC COM 58933Y105   219 2,131 SH   SOLE   1,991 0 140
PFIZER INC COM 717081103   278 8,378 SH   SOLE   8,181 0 197
PROCTER AND GAMBLE CO COM 742718109   292 2,000 SH   SOLE   2,000 0 0
SANDRIDGE ENERGY INC COM NEW 80007P869   19,241 1,228,671 SH   SOLE   1,183,236 0 45,435
PROSHARES TR PSHS ULTSH 20YRS 74347B201   537 13,680 SH   SOLE   13,680 0 0
TUTOR PERINI CORP COM 901109108   2,401 306,700 SH   SOLE   294,944 0 11,756
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504   717 3,050 SH   SOLE   3,050 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   602 1,533 SH   SOLE   1,533 0 0
VISTRA CORP COM 92840M102   17,369 523,476 SH   SOLE   499,955 0 23,521
VITESSE ENERGY INC COMMON STOCK 92852X103   779 34,045 SH   SOLE   32,850 0 1,195
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   269 2,600 SH   SOLE   2,600 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   419 12,630 SH   SOLE   12,630 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   648 3,950 SH   SOLE   3,950 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   933 5,798 SH   SOLE   5,798 0 0