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
ARGAN INC COM 04010E109 3,868 95,303 SH   SOLE   95,303 0 0
CAMECO CORP COM 13321L108 13,834 475,396 SH   SOLE   475,396 0 0
DENISON MINES CORP COM 248356107 2,821 1,763,236 SH   SOLE   1,763,236 0 0
ENERGY FUELS INC COM NEW 292671708 4,196 458,601 SH   SOLE   458,601 0 0
EZCORP INC CL A NON VTG 302301106 6,898 1,141,992 SH   SOLE   1,141,992 0 0
FARMER BROS CO COM 307675108 4,955 695,877 SH   SOLE   695,877 0 0
FOSTER L B CO COM 350060109 4,214 274,190 SH   SOLE   274,190 0 0
GRAHAM CORP COM 384556106 3,928 509,446 SH   SOLE   509,446 0 0
HAMILTON BEACH BRANDS HLDG C COM CL A 40701T104 5,130 441,139 SH   SOLE   441,139 0 0
HAYNES INTERNATIONAL INC COM NEW 420877201 2,855 67,008 SH   SOLE   67,008 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 6,927 373,019 SH   SOLE   373,019 0 0
HOOKER FURNISHINGS CORPORATI COM 439038100 5,997 316,639 SH   SOLE   316,639 0 0
MATRIX SVC CO COM 576853105 7,093 862,909 SH   SOLE   862,909 0 0
MOTORCAR PTS AMER INC COM 620071100 7,372 413,440 SH   SOLE   413,440 0 0
NEXGEN ENERGY LTD COM 65340P106 12,416 2,193,602 SH   SOLE   2,193,602 0 0
REGIS CORP MINN COM 758932107 2,763 1,303,252 SH   SOLE   1,303,252 0 0
SCHOLASTIC CORP COM 807066105 4,602 114,247 SH   SOLE   114,247 0 0
UNIFI INC COM NEW 904677200 4,877 269,429 SH   SOLE   269,429 0 0
UR-ENERGY INC COM 91688R108 10,406 6,503,523 SH   SOLE   6,503,523 0 0