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
AMPCO-PITTSBURG CORP COM 032037103 412 87,555 SH   SOLE   87,555 0 0
ARC DOCUMENT SOLUTIONS INC COM 00191G103 699 237,110 SH   SOLE   0 211,555 25,555
BUILD-A-BEAR WORKSHOP INC COM 120076104 602 35,555 SH   SOLE   35,555 0 0
CANTALOUPE INC COM 138103106 12,989 1,204,940 SH   SOLE   0 1,165,846 39,094
CEDAR REALTY TRUST INC COM NEW 150602605 255 11,755 SH   SOLE   11,755 0 0
CRAWFORD & CO CL A 224633206 298 33,191 SH   SOLE   33,191 0 0
CRAWFORD & CO CL B 224633107 14,572 1,626,307 SH   SOLE   0 1,573,617 52,690
DESIGNER BRANDS INC CL A 250565108 619 44,430 SH   SOLE   0 42,555 1,875
DIRTT ENVIRONMENTAL SOLUTION COM 25490H106 1,253 404,175 SH   SOLE   0 388,717 15,458
DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107 401 118,350 SH   SOLE   0 111,555 6,795
DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107 119 35,100 SH Call SOLE   35,100 0 0
EQT CORP COM 26884L109 15,533 759,188 SH   SOLE   0 735,036 24,152
FLOTEK INDS INC DEL COM 343389102 6,100 4,840,969 SH   SOLE   0 4,675,121 165,848
FLUOR CORP NEW COM 343412102 13,000 814,008 SH   SOLE   0 791,355 22,653
FLUSHING FINL CORP COM 343873105 386 17,075 SH   SOLE   17,075 0 0
FREIGHTCAR AMER INC COM 357023100 410 90,555 SH   SOLE   90,555 0 0
GREENBRIER COS INC COM 393657101 2,010 46,750 SH   SOLE   0 45,234 1,516
HEIDRICK & STRUGGLES INTL IN COM 422819102 910 20,380 SH   SOLE   0 19,055 1,325
HOOKER FURNISHINGS CORPORATION COM 439038100 407 15,075 SH   SOLE   15,075 0 0
HOPE BANCORP INC COM 43940T109 375 25,995 SH   SOLE   25,995 0 0
HURCO CO COM 447324104 727 22,550 SH   SOLE   0 20,995 1,555
INTERNATIONAL SEAWAYS INC COM Y41053102 496 27,230 SH   SOLE   0 25,555 1,675
KBR INC COM 48242W106 884 22,430 SH   SOLE   0 21,155 1,275
MERITOR INC COM 59001K100 204 9,595 SH   SOLE   9,595 0 0
MR COOPER GROUP INC COM 62482R107 31,585 767,195 SH   SOLE   0 747,286 19,909
NL INDS INC COM NEW 629156407 88 15,285 SH   SOLE   15,285 0 0
ORION GROUP HLDGS INC COM 68628V308 474 87,055 SH   SOLE   87,055 0 0
PETMED EXPRESS INC COM 716382106 2,163 80,498 SH   SOLE   0 77,758 2,740
PITNEY BOWES INC COM 724479100 5,917 820,600 SH   SOLE   0 795,834 24,766
PITNEY BOWES INC COM 724479100 97 13,400 SH Call SOLE   13,400 0 0
POTBELLY CORP COM 73754Y100 10,448 1,541,027 SH   SOLE   0 1,492,510 48,517
PZENA INVT MGMT INC CLASS A 74731Q103 734 74,610 SH   SOLE   0 67,555 7,055
RANGE RES CORP COM 75281A109 855 37,775 SH   SOLE   37,775 0 0
RYERSON HLDG CORP COM 783754104 637 28,610 SH   SOLE   0 25,555 3,055
SOUTHWESTERN ENERGY CO COM 845467109 902 162,895 SH   SOLE   162,895 0 0
SOUTHWESTERN ENERGY CO COM 845467109 166 30,000 SH Call SOLE   30,000 0 0
UNITED NAT FOODS INC COM 911163103 618 12,770 SH   SOLE   0 11,995 775
VECTRUS INC COM 92242T101 429 8,525 SH   SOLE   8,525 0 0
WABASH NATL CORP COM 929566107 201 13,255 SH   SOLE   13,255 0 0