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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   482,770 3,848 SH   SOLE   3,848 0 0
CUSTOMERS BANCORP INC COM 23204G100   340,109 4,900 SH   SOLE   4,900 0 0
ECOVYST INC COM 27923Q109   28,250,642 2,196,784 SH   SOLE   2,094,529 0 102,255
IMAX CORP COM 45245E109   5,712,599 150,292 SH   SOLE   141,469 0 8,823
WEDBUSH SER TR DAN IVES WEDBUSH 947913109   326,255 11,500 SH   SOLE   11,500 0 0
LUXFER HLDGS PLC SHS G5698W116   4,167,679 342,174 SH   SOLE   319,577 0 22,597
VANECK ETF TRU ST PREFERRED SECURT 92189F429   176,435 10,059 SH   SOLE   10,059 0 0
POSTAL REALTY TRU ST INC CL A 73757R102   303,738 16,374 SH   SOLE   16,374 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   1,300,065 42,375 SH   SOLE   42,375 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718   67,054,867 666,152 SH   SOLE   625,840 0 40,311
SHELL PLC SPON ADS 780259305   895,590 9,630 SH   SOLE   9,630 0 0
AMAZON COM INC COM 023135106   538,065 2,583 SH   SOLE   2,583 0 0
ANDERSONS INC COM 034164103   6,909,471 96,259 SH   SOLE   88,570 0 7,689
AVIAT NETWORKS INC COM NEW 05366Y201   11,972,741 529,533 SH   SOLE   505,780 0 23,753
CAMTEK LTD ORD M20791105   13,894,905 91,649 SH   SOLE   87,010 0 4,639
CHECK POINT SOFTWARE TECH LT ORD M22465104   845,958 5,922 SH   SOLE   5,922 0 0
CERAGON NETWORKS LTD ORD M22013102   10,484,964 4,854,150 SH   SOLE   4,674,842 0 179,308
CISCO SYS INC COM 17275R102   595,327 7,675 SH   SOLE   7,675 0 0
EAST WEST BANCORP INC COM 27579R104   4,973,521 46,586 SH   SOLE   44,733 0 1,853
EZCORP INC CL A NON VTG 302301106   18,800,768 740,771 SH   SOLE   703,263 0 37,508
GILAT SATELLITE NETWORKS LTD SHS NEW M51474118   9,104,959 606,189 SH   SOLE   576,121 0 30,068
ALPHABET INC CAP STK CL A 02079K305   482,238 1,677 SH   SOLE   1,677 0 0
ISHARES TR S&P SML 600 GWT 464287887   202,594 1,400 SH   SOLE   1,400 0 0
INTEL CORP COM 458140100   220,650 5,000 SH   SOLE   5,000 0 0
INNOSPEC INC COM 45768S105   10,812,217 148,072 SH   SOLE   141,332 0 6,740
LIBERTY GLOBAL LTD COM CL A G61188101   28,307,756 2,341,419 SH   SOLE   2,245,611 0 95,808
LIBERTY GLOBAL LTD COM CL C G61188127   5,123,148 436,756 SH   SOLE   413,683 0 23,073
LIMONEIRA CO COM 532746104   7,757,552 578,059 SH   SOLE   550,948 0 27,111
MICROSOFT CORP COM 594918104   1,480,680 4,000 SH   SOLE   4,000 0 0
MATRIX SVC CO COM 576853105   6,002,180 522,838 SH   SOLE   497,922 0 24,916
NWPX INFRASTRUCTURE INC COM 667746101   13,800,296 177,245 SH   SOLE   166,993 0 10,252
PURE CYCLE CORP COM NEW 746228303   4,292,471 426,687 SH   SOLE   411,807 0 14,880
INVESCO EXCH TRA DED FD TR II NASDAQ 100 ETF 46138G649   266,134 1,120 SH   SOLE   1,120 0 0
RIBBON COMMUNICATIONS INC COM 762544104   2,983,217 1,407,178 SH   SOLE   1,345,095 0 62,083
RICHARDSON ELECTRS LTD COM 763165107   7,358,378 671,998 SH   SOLE   646,682 0 25,316
GIBRALTAR INDS INC COM 374689107   19,931,930 499,923 SH   SOLE   476,750 0 23,173
ORIGIN AGRITECH LIMITED SHS NEW G67828205   25,155 19,500 SH   SOLE   19,500 0 0
SIGA TECHNOLOGIES INC COM 826917106   4,764,164 890,498 SH   SOLE   860,020 0 30,478
SILICOM LTD ORD M84116108   6,660,046 315,642 SH   SOLE   300,498 0 15,144
SIRIUSXM HOLDINGS INC COMMON STOCK 829933100   1,148,950 49,781 SH   SOLE   45,531 0 4,250
TETRA TECH INC NEW COM 88162G103   647,580 21,500 SH   SOLE   21,500 0 0
ABBOTT LABORATORIES COM 002824100   356,778 3,475 SH   SOLE   3,475 0 0
FEDERAL AGRIC MTG CORP CL C 313148306   4,016,845 27,076 SH   SOLE   26,329 0 747
BANK AMERICA CORP COM 060505104   534,398 10,962 SH   SOLE   10,962 0 0
SPDR SERIES TRU ST STATE STREET SPD 78468R663   9,841,302 107,390 SH   SOLE   94,837 0 12,553
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   8,769,839 18,301 SH   SOLE   18,301 0 0
CITIGROUP INC COM NEW 172967424   235,666 2,078 SH   SOLE   2,078 0 0
COMMERCIAL METALS CO COM 201723103   399,295 6,500 SH   SOLE   6,500 0 0
CRAWFORD & CO CL A 224633206   3,465,522 347,595 SH   SOLE   335,014 0 12,581
CRAWFORD & CO CL B 224633107   1,470,604 145,030 SH   SOLE   138,460 0 6,570
CHEVRON CORPORATION COM 166764100   352,765 1,705 SH   SOLE   1,705 0 0
QUEST DIAGNOSTICS INC COM 74834L100   460,553 2,350 SH   SOLE   2,350 0 0
GE AEROSPACE COM NEW 369604301   885,930 3,122 SH   SOLE   3,122 0 0
GE VERNOVA INC COM 36828A101   416,373 477 SH   SOLE   477 0 0
HOME DEPOT INC COM 437076102   435,779 1,325 SH   SOLE   1,325 0 0
HUNTSMAN CORP COM 447011107   13,552,534 1,018,221 SH   SOLE   984,011 0 34,210
ISHARES TR U.S. MED DVC ETF 464288810   602,663 11,300 SH   SOLE   11,300 0 0
ISHARES TR CORE S&P500 ETF 464287200   295,269 452 SH   SOLE   452 0 0
ISHARES TR US TRSPRTION 464287192   417,760 5,600 SH   SOLE   5,600 0 0
JACOBS SOLUTIONS INC COM 46982L108   385,022 3,025 SH   SOLE   3,025 0 0
JEFFERIES FINANCIAL GROUP IN COM 47233W109   2,180,212 52,828 SH   SOLE   50,746 0 2,082
JOHNSON & JOHNSON COM 478160104   556,834 2,278 SH   SOLE   2,278 0 0
JPMORGAN CHASE & CO COM 46625H100   292,101 993 SH   SOLE   993 0 0
COCA COLA CO COM 191216100   228,150 3,000 SH   SOLE   3,000 0 0
MILLER INDS INC TENN COM NEW 600551204   13,621,090 299,036 SH   SOLE   286,585 0 12,451
MARATHON PETE CORP COM 56585A102   1,168,645 4,786 SH   SOLE   4,786 0 0
MERCK & CO INC COM 58933Y105   222,897 1,853 SH   SOLE   1,853 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203   2,083,068 743,953 SH   SOLE   714,562 0 29,391
ORION GROUP HLDGS INC COM 68628V308   5,757,467 528,208 SH   SOLE   485,876 0 42,332
PFIZER INC COM 717081103   227,083 8,087 SH   SOLE   8,087 0 0
PROCTER & GAMBLE CO COM 742718109   287,436 1,990 SH   SOLE   1,990 0 0
SANDRIDGE ENERGY INC COM NEW 80007P869   22,962,246 1,407,863 SH   SOLE   1,337,924 0 69,939
ISHARES TR TRUST ISHARE 0-1 464288679   914,357 8,282 SH   SOLE   0 0 8,282
CONSTELLATION BRANDS INC CL A 21036P108   339,000 2,260 SH   SOLE   2,260 0 0
TUTOR PERINI CORP COM 901109108   7,779,594 100,785 SH   SOLE   95,964 0 4,821
TRI POINTE HOMES INC COM 87265H109   20,864,104 446,482 SH   SOLE   424,897 0 21,585
VANGUARD WORLD FD HEALTH CAR ETF 92204A504   830,607 3,050 SH   SOLE   3,050 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   916,335 1,533 SH   SOLE   1,533 0 0
VITESSE ENERGY INC COMMON STOCK 92852X103   2,391,302 131,679 SH   SOLE   122,403 0 9,276
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   385,060 2,600 SH   SOLE   2,600 0 0
SELECT SECTOR SPDR TR STATE STREET COM 81369Y852   388,010 3,500 SH   SOLE   3,500 0 0
SELECT SECTOR SPDR TR STATE STREET FIN 81369Y605   590,151 11,950 SH   SOLE   11,950 0 0
SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803   1,049,910 7,900 SH   SOLE   7,900 0 0
SELECT SECTOR SPDR TR STATE STREET CON 81369Y407   1,263,732 11,596 SH   SOLE   11,596 0 0
EXXON MOBIL CORP COM 30231G102   282,484 1,665 SH   SOLE   1,665 0 0