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
AUDIOEYE INC COM NEW 050734201   3,430,672 701,569 SH   SOLE   701,569 0 0
A-MARK PRECIOUS METALS INC COM 00181T107   2,886,837 77,116 SH   SOLE   77,116 0 0
AEMETIS INC PUT 00770K952   307,296 3,256 SH Put SOLE   3,256 0 0
ARLO TECHNOLOGIES INC COM 04206A101   23,561,814 2,159,653 SH   SOLE   2,159,653 0 0
BUILD-A-BEAR WORKSHOP INC COM 120076104   23,762,705 1,109,370 SH   SOLE   1,109,370 0 0
PROSHARES TR II ULTRA BLOOMBERG 74347Y763   172,475 2,500 SH   SOLE   2,500 0 0
COMPOSECURE INC COM CL A 20459V105   7,137,809 1,040,497 SH   SOLE   1,040,497 0 0
CRITEO S A SPONS ADS 226718104   21,400,540 634,278 SH   SOLE   634,278 0 0
CAVCO INDS INC DEL COM 149568107   18,682,940 63,332 SH   SOLE   63,332 0 0
DOCGO INC COM 256086109   8,798,102 938,965 SH   SOLE   938,965 0 0
DONEGAL GROUP INC CL A 257701201   858,037 59,462 SH   SOLE   59,462 0 0
DONEGAL GROUP INC CL B 257701300   40,560 3,000 SH   SOLE   3,000 0 0
DORCHESTER MINERALS LP COM UNIT 25820R105   110,852 3,700 SH   SOLE   3,700 0 0
EMERALD HOLDING INC COM 29103W104   614,578 149,897 SH   SOLE   149,897 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   223,078 3,335 SH   SOLE   3,335 0 0
ESPEY MFG & ELECTRS CORP COM 296650104   89,167 5,325 SH   SOLE   5,325 0 0
FATHOM HOLDINGS INC COM 31189V109   8,974,287 1,256,903 SH   SOLE   1,256,903 0 0
GAMBLING COM GROUP LIMITED ORDINARY SHARES G3R239101   358,400 35,000 SH   SOLE   35,000 0 0
GRIFFON CORP COM 398433102   9,630,209 238,963 SH   SOLE   238,963 0 0
GARRETT MOTION INC COM 366505105   329,295 43,500 SH   SOLE   43,500 0 0
HERITAGE CRYSTAL CLEAN INC COM 42726M106   27,038,669 715,498 SH   SOLE   715,498 0 0
INSPIRED ENTMT INC COM 45782N108   16,094,829 1,094,142 SH   SOLE   1,094,142 0 0
KEWAUNEE SCIENTIFIC CORP COM 492854104   37,602 2,482 SH   SOLE   2,482 0 0
NEXTDOOR HOLDINGS INC COM CL A 65345M108   1,670,776 512,508 SH   SOLE   512,508 0 0
LAZYDAYS HLDGS INC COM 52110H100   12,628,132 1,092,399 SH   SOLE   1,092,399 0 0
LOANDEPOT INC COM CL A 53946R106   9,575,605 4,516,795 SH   SOLE   4,516,795 0 0
LEE ENTERPRISES INC COM 523768406   7,959,743 596,231 SH   SOLE   596,231 0 0
LINCOLN EDL SVCS CORP COM 533535100   8,230,012 1,221,070 SH   SOLE   1,221,070 0 0
OPEN LENDING CORP COM 68373J104   10,267,534 976,930 SH   SOLE   976,930 0 0
MIMEDX GROUP INC COM 602496101   7,272,692 1,100,256 SH   SOLE   1,100,256 0 0
MAGNITE INC COM 55955D100   8,823,415 646,404 SH   SOLE   646,404 0 0
MARKETWISE INC COM CL A 57064P107   2,284,526 1,142,263 SH   SOLE   1,142,263 0 0
MANITEX INTL INC COM 563420108   2,382,241 437,912 SH   SOLE   437,912 0 0
MARQETA INC CLASS A COM 57142B104   1,165,493 239,321 SH   SOLE   239,321 0 0
NORTH AMERN CONSTR GROUP LTD COM 656811106   32,395,947 1,693,463 SH   SOLE   1,693,463 0 0
NETWORK-1 TECHNOLOGIES INC COM 64121N109   1,235,640 534,909 SH   SOLE   534,909 0 0
OAKTREE SPECIALTY LENDING CO COM 67401P405   97,092 4,997 SH   SOLE   4,997 0 0
ORASURE TECHNOLOGIES INC COM 68554V108   10,354,117 2,066,690 SH   SOLE   2,066,690 0 0
OTONOMO TECHNOLOGIES LTD ORDINARY SHARES M7571L103   1,385,027 3,462,568 SH   SOLE   3,462,568 0 0
PINTEREST INC CL A 72352L106   13,485,346 493,246 SH   SOLE   493,246 0 0
PSYCHEMEDICS CORP COM NEW 744375205   341,061 74,794 SH   SOLE   74,794 0 0
PRIMEENERGY RESOURCES CORP COM 74158E104   966,315 10,500 SH   SOLE   10,500 0 0
POLISHED COM INC *W EXP 06/02/202 28252C117   117 1,799 SH   SOLE   1,799 0 0
PERMA-PIPE INTL HLDGS INC COM 714167103   1,179,164 123,992 SH   SOLE   123,992 0 0
CARPARTS COM INC COM 14427M107   8,437,661 1,985,332 SH   SOLE   1,985,332 0 0
QUOTIENT TECHNOLOGY INC COM 749119103   11,311,503 2,945,704 SH   SOLE   2,945,704 0 0
RCI HOSPITALITY HLDGS INC COM 74934Q108   34,955 460 SH   SOLE   460 0 0
REGIONAL MGMT CORP COM 75902K106   897,554 29,428 SH   SOLE   29,428 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106   21,029,420 3,689,372 SH   SOLE   3,689,372 0 0
STRATA SKIN SCIENCES INC COM NEW 86272A206   333,995 351,611 SH   SOLE   351,611 0 0
NEURONETICS INC COM 64131A105   5,952,795 2,768,742 SH   SOLE   2,768,742 0 0
SWK HLDGS CORP COM NEW 78501P203   14,019,382 837,478 SH   SOLE   837,478 0 0
TIDEWATER INC NEW COM 88642R109   27,641,719 498,588 SH   SOLE   498,588 0 0
TIPTREE INC COM 88822Q103   11,325,871 754,555 SH   SOLE   754,555 0 0
TRUECAR INC COM 89785L107   18,587,225 8,224,436 SH   SOLE   8,224,436 0 0
TORTOISE PIPELINE & ENERGY F COM 89148H207   715,975 26,140 SH   SOLE   26,140 0 0
TILE SHOP HLDGS INC COM 88677Q109   12,352,294 2,229,656 SH   SOLE   2,229,656 0 0
TORTOISE ENERGY INFRA CORP COM 89147L886   625,737 21,540 SH   SOLE   21,540 0 0
VIA OPTRONICS AG SPONSORED ADS 91823Y109   5,919,331 2,242,171 SH   SOLE   2,242,171 0 0
VIAD CORP COM 92552R406   23,474,143 873,294 SH   SOLE   873,294 0 0
WINMARK CORP COM 974250102   731,434 2,200 SH   SOLE   2,200 0 0
WILLIAMS INDL SVCS GROUP INC COM 96951A104   131,004 344,748 SH   SOLE   344,748 0 0
WIDEOPENWEST INC COM 96758W101   4,995,948 591,937 SH   SOLE   591,937 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301   15,498,151 1,913,352 SH   SOLE   1,913,352 0 0
YANDEX N V SHS CLASS A N97284108   931,214 341,104 SH   SOLE   341,104 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   7,845,687 156,102 SH   SOLE   156,102 0 0