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
BM TECHNOLOGIES INC CL A COM 05591L107   116 22,221 SH   SOLE   769 0 21,452
CUSTOMERS BANCORP INC COM 23204G100   281 9,932 SH   SOLE   0 0 9,932
ECOVYST INC COM 27923Q109   4,658 525,684 SH   SOLE   0 0 525,684
LUXFER HLDGS PLC SHS G5698W116   8,212 598,536 SH   SOLE   32,975 0 565,561
ISHARES U S ETF TR BLACKROCK ST MAT 46431W507   605 12,287 SH   SOLE   0 0 12,287
VANECK ETF TRU ST PREFERRED SECURT 92189F429   234 14,000 SH   SOLE   0 0 14,000
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   1,105 14,625 SH   SOLE   0 0 14,625
SHELL PLC SPON ADS 780259305   522 9,174 SH   SOLE   8,794 0 380
APPLE INC COM 037833100   286 2,198 SH   SOLE   230 0 1,968
WISDOMTREE TR INTRST RATE HDGE 97717W380   356 8,200 SH   SOLE   0 0 8,200
AMAZON COM INC COM 023135106   699 8,325 SH   SOLE   870 0 7,455
ANDERSONS INC COM 034164103   3,325 95,020 SH   SOLE   150 0 94,870
ANI PHARMACEUTICALS INC COM 00182C103   14,541 361,447 SH   SOLE   40,249 0 321,198
AXT INC COM 00246W103   2,055 469,180 SH   SOLE   26,474 0 442,706
BELLUS HEALTH INC NEW COM NEW 07987C204   674 82,000 SH   SOLE   0 0 82,000
CAMTEK LTD ORD M20791105   1,560 71,047 SH   SOLE   14,039 0 57,008
CHECK POINT SOFTWARE TECH LT ORD M22465104   572 4,533 SH   SOLE   0 0 4,533
CERAGON NETWORKS LTD ORD M22013102   4,607 2,412,135 SH   SOLE   75,600 0 2,336,535
CISCO SYS INC COM 17275R102   388 8,150 SH   SOLE   550 0 7,600
DAKTRONICS INC COM 234264109   48 17,100 SH   SOLE   17,100 0 0
EASTSIDE DISTILLING INC COM 277802302   2 10,000 SH   SOLE   10,000 0 0
EAST WEST BANCORP INC COM 27579R104   4,965 75,344 SH   SOLE   12,742 0 62,602
EZCORP INC CL A NON VTG 302301106   21,281 2,611,214 SH   SOLE   349,455 0 2,261,759
FGI INDUSTRIES LTD ORDINARY SHARES G3302D103   1,779 790,511 SH   SOLE   745,183 0 45,328
FOSTER L B CO COM 350060109   434 44,820 SH   SOLE   0 0 44,820
GULF IS FABRICATION INC COM 402307102   5,403 1,053,199 SH   SOLE   347,468 0 705,731
ALPHABET INC CAP STK CL A 02079K305   475 5,381 SH   SOLE   280 0 5,101
HONEYWELL INTL INC COM 438516106   234 1,093 SH   SOLE   0 0 1,093
ISHARES TR S&P SML 600 GWT 464287887   259 2,400 SH   SOLE   0 0 2,400
LIBERTY GLOBAL PLC SHS CL C G5480U120   32,448 1,670,014 SH   SOLE   217,857 0 1,452,157
LIMONEIRA CO COM 532746104   7,524 616,227 SH   SOLE   95,999 0 520,228
LANDSTAR SYS INC COM 515098101   375 2,300 SH   SOLE   0 0 2,300
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607   539 13,773 SH   SOLE   850 0 12,923
LOTTERY COM INC COM 54570M108   11 63,636 SH   SOLE   63,636 0 0
MANITEX INTL INC COM 563420108   3,693 923,374 SH   SOLE   272,120 0 651,254
MICROSOFT CORP COM 594918104   959 4,000 SH   SOLE   0 0 4,000
MATRIX SVC CO COM 576853105   13,509 2,171,934 SH   SOLE   455,982 0 1,715,952
NORTHWEST PIPE CO COM 667746101   10,574 313,773 SH   SOLE   43,860 0 269,913
PAVMED INC COM 70387R106   48 100,000 SH   SOLE   0 0 100,000
RIBBON COMMUNICATIONS INC COM 762544104   4,975 1,783,251 SH   SOLE   553,974 0 1,229,277
RICHARDSON ELECTRS LTD COM 763165107   9,637 451,818 SH   SOLE   170,100 0 281,718
ORIGIN AGRITECH LIMITED SHS NEW G67828205   136 19,500 SH   SOLE   0 0 19,500
SUPERIOR GROUP OF CO INC COM 868358102   8,678 862,586 SH   SOLE   118,405 0 744,181
SIGA TECHNOLOGIES INC COM 826917106   864 117,386 SH   SOLE   18,612 0 98,774
SILICOM LTD ORD M84116108   23,541 558,510 SH   SOLE   87,450 0 471,060
SOLIGENIX INC COM 834223307   158 350,000 SH   SOLE   0 0 350,000
TETRA TECH INC NEW COM 88162G103   711 4,900 SH   SOLE   0 0 4,900
VSE CORP COM 918284100   3,249 69,302 SH   SOLE   0 0 69,302
ABBOTT LABS COM 002824100   443 4,035 SH   SOLE   0 0 4,035
ADAMS RES & ENERGY INC COM NEW 006351308   682 17,535 SH   SOLE   17,535 0 0
FEDERAL AGRIC MTG CORP CL C 313148306   8,795 78,032 SH   SOLE   11,237 0 66,795
BANK AMERICA CORP COM 060505104   528 15,954 SH   SOLE   4,260 0 11,694
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   5,601 18,133 SH   SOLE   2,459 0 15,674
CHINA FD INC COM 169373107   254 19,622 SH   SOLE   518 0 19,104
COMMERCIAL METALS CO COM 201723103   555 11,500 SH   SOLE   0 0 11,500
CRAWFORD & CO CL A 224633206   4,114 739,868 SH   SOLE   144,339 0 595,529
CRAWFORD & CO CL B 224633107   1,428 268,941 SH   SOLE   0 0 268,941
CVS HEALTH CORP COM 126650100   429 4,607 SH   SOLE   0 0 4,607
CHEVRON CORP NEW COM 166764100   296 1,650 SH   SOLE   0 0 1,650
QUEST DIAGNOSTICS INC COM 74834L100   368 2,350 SH   SOLE   0 0 2,350
GENERAL ELECTRIC CO COM NEW 369604301   300 3,575 SH   SOLE   75 0 3,500
INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887   996 20,141 SH   SOLE   6,744 0 13,397
HOME DEPOT INC COM 437076102   419 1,325 SH   SOLE   0 0 1,325
HUNTSMAN CORP COM 447011107   3,479 126,589 SH   SOLE   0 0 126,589
ISHARES TR U.S. MED DVC ETF 464288810   647 12,300 SH   SOLE   0 0 12,300
ISHARES TR US TRSPRTION 464287192   363 1,700 SH   SOLE   0 0 1,700
JACOBS SOLUTIONS INC COM 46982L108   483 4,025 SH   SOLE   0 0 4,025
JEFFERIES FINL GROUP INC COM 47233W109   23,656 690,069 SH   SOLE   93,331 0 596,738
JOHNSON & JOHNSON COM 478160104   441 2,497 SH   SOLE   0 0 2,497
JPMORGAN CHASE & CO COM 46625H100   231 1,719 SH   SOLE   839 0 880
MARATHON PETE CORP COM 56585A102   557 4,786 SH   SOLE   0 0 4,786
MERCK & CO INC COM 58933Y105   236 2,131 SH   SOLE   0 0 2,131
PFIZER INC COM 717081103   301 5,879 SH   SOLE   555 0 5,324
PROCTER AND GAMBLE CO COM 742718109   303 2,000 SH   SOLE   0 0 2,000
SANDRIDGE ENERGY INC COM NEW 80007P869   8,254 484,650 SH   SOLE   36,867 0 447,783
AT&T INC COM 00206R102   275 14,945 SH   SOLE   266 0 14,679
PROSHARES TR PSHS ULTSH 20YRS 74347B201   445 13,680 SH   SOLE   13,680 0 0
TUTOR PERINI CORP COM 901109108   2,381 315,348 SH   SOLE   44,200 0 271,148
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504   757 3,050 SH   SOLE   0 0 3,050
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   539 1,533 SH   SOLE   0 0 1,533
VISTRA CORP COM 92840M102   13,713 591,057 SH   SOLE   0 0 591,057
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   281 2,600 SH   SOLE   0 0 2,600
VERIZON COMMUNICATIONS INC COM 92343V104   392 9,954 SH   SOLE   0 0 9,954
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   432 12,630 SH   SOLE   0 0 12,630
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   492 3,950 SH   SOLE   0 0 3,950
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   749 5,798 SH   SOLE   0 0 5,798