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
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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
CUSTOMERS BANCORP INC COM 23204G100   570 9,900 SH   SOLE   9,900 0 0
ECOVYST INC COM 27923Q109   6,084 622,746 SH   SOLE   604,769 0 17,977
TERRAN ORBITAL CORPORATION COM 88105P103   791 694,133 SH   SOLE   694,133 0 0
LUXFER HLDGS PLC SHS G5698W116   3,269 365,708 SH   SOLE   352,846 0 12,862
ISHARES U S ETF TR BLACKROCK SH DUR 46431W507   353 6,987 SH   SOLE   6,987 0 0
VANECK ETF TRU ST PREFERRED SECURT 92189F429   241 14,000 SH   SOLE   14,000 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   1,113 14,625 SH   SOLE   14,625 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718   3,813 38,026 SH   SOLE   38,026 0 0
SHELL PLC SPON ADS 780259305   604 9,174 SH   SOLE   8,984 0 190
APPLE INC COM 037833100   338 1,754 SH   SOLE   1,754 0 0
WISDOMTREE TR INTRST RATE HDGE 97717W380   359 16,400 SH   SOLE   16,400 0 0
AMAZON COM INC COM 023135106   803 5,285 SH   SOLE   5,285 0 0
ANDERSONS INC COM 034164103   5,008 87,035 SH   SOLE   84,671 0 2,364
AXT INC COM 00246W103   7,936 3,306,715 SH   SOLE   3,229,878 0 76,837
CAMTEK LTD ORD M20791105   4,837 69,716 SH   SOLE   68,105 0 1,611
CHECK POINT SOFTWARE TECH LT ORD M22465104   657 4,303 SH   SOLE   4,183 0 120
CERAGON NETWORKS LTD ORD M22013102   6,573 3,043,001 SH   SOLE   2,965,708 0 77,293
CISCO SYS INC COM 17275R102   402 7,950 SH   SOLE   7,950 0 0
DAKTRONICS INC COM 234264109   145 17,100 SH   SOLE   17,100 0 0
EAST WEST BANCORP INC COM 27579R104   5,132 71,323 SH   SOLE   69,081 0 2,242
EZCORP INC CL A NON VTG 302301106   21,502 2,460,189 SH   SOLE   2,402,930 0 57,259
FGI INDUSTRIES LTD ORDINARY SHARES G3302D103   1,430 872,056 SH   SOLE   856,707 0 15,349
GULF IS FABRICATION INC COM 402307102   4,340 1,002,339 SH   SOLE   990,669 0 11,670
GILAT SATELLITE NETWORKS LTD SHS NEW M51474118   4,543 743,506 SH   SOLE   724,382 0 19,124
ALPHABET INC CAP STK CL A 02079K305   560 4,008 SH   SOLE   3,878 0 130
ISHARES TR S&P SML 600 GWT 464287887   300 2,400 SH   SOLE   2,400 0 0
LIBERTY GLOBAL LTD COM CL A G61188101   31,799 1,789,493 SH   SOLE   1,751,015 0 38,478
LIBERTY GLOBAL LTD COM CL C G61188127   8,903 477,607 SH   SOLE   466,582 0 11,025
LIBERTY MEDIA CORP DEL COM LBTY LIV S A 531229748   868 23,740 SH   SOLE   23,740 0 0
LIMONEIRA CO COM 532746104   14,520 703,828 SH   SOLE   685,726 0 18,102
LANDSTAR SYS INC COM 515098101   445 2,300 SH   SOLE   2,300 0 0
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 531229813   584 20,310 SH   SOLE   20,310 0 0
MANITEX INTL INC COM 563420108   8,655 990,321 SH   SOLE   969,536 0 20,785
MICROSOFT CORP COM 594918104   1,504 4,000 SH   SOLE   4,000 0 0
MATRIX SVC CO COM 576853105   21,222 2,169,925 SH   SOLE   2,123,536 0 46,389
NORTHWEST PIPE CO COM 667746101   9,004 297,566 SH   SOLE   290,346 0 7,220
RIBBON COMMUNICATIONS INC COM 762544104   3,420 1,179,348 SH   SOLE   1,149,605 0 29,743
RICHARDSON ELECTRS LTD COM 763165107   5,710 427,743 SH   SOLE   423,701 0 4,042
ORIGIN AGRITECH LIMITED SHS NEW G67828205   44 19,500 SH   SOLE   19,500 0 0
SUPERIOR GROUP OF CO INC COM 868358102   9,333 691,334 SH   SOLE   673,451 0 17,883
ISHARES TR SHORT TREAS BD 464288679   551 5,000 SH   SOLE   5,000 0 0
SIGA TECHNOLOGIES INC COM 826917106   13,228 2,362,107 SH   SOLE   2,298,052 0 64,055
SILICOM LTD ORD M84116108   9,042 499,563 SH   SOLE   489,414 0 10,149
SOLIGENIX INC COM NEW 834223505   18 23,334 SH   SOLE   23,334 0 0
TETRA TECH INC NEW COM 88162G103   801 4,800 SH   SOLE   4,800 0 0
ABBOTT LABS COM 002824100   444 4,035 SH   SOLE   4,035 0 0
ADAMS RES & ENERGY INC COM NEW 006351308   814 31,094 SH   SOLE   31,094 0 0
FEDERAL AGRIC MTG CORP CL C 313148306   6,828 35,706 SH   SOLE   34,941 0 765
BANK AMERICA CORP COM 060505104   1,051 31,212 SH   SOLE   30,101 0 1,111
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   5,806 63,528 SH   SOLE   63,528 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   6,300 17,664 SH   SOLE   17,433 0 231
CHINA FD INC COM 169373107   180 17,669 SH   SOLE   17,226 0 443
COMMERCIAL METALS CO COM 201723103   575 11,500 SH   SOLE   11,500 0 0
CRAWFORD & CO CL A 224633206   8,832 670,069 SH   SOLE   658,767 0 11,302
CRAWFORD & CO CL B 224633107   3,108 237,580 SH   SOLE   227,800 0 9,780
CVS HEALTH CORP COM 126650100   364 4,607 SH   SOLE   4,607 0 0
CHEVRON CORP NEW COM 166764100   246 1,650 SH   SOLE   1,650 0 0
QUEST DIAGNOSTICS INC COM 74834L100   324 2,350 SH   SOLE   2,350 0 0
GENERAL ELECTRIC CO COM NEW 369604301   442 3,463 SH   SOLE   3,238 0 225
HOME DEPOT INC COM 437076102   459 1,325 SH   SOLE   1,325 0 0
HUNTSMAN CORP COM 447011107   3,321 132,150 SH   SOLE   128,534 0 3,616
ISHARES TR U.S. MED DVC ETF 464288810   664 12,300 SH   SOLE   12,300 0 0
ISHARES TR CORE S&P500 ETF 464287200   222 464 SH   SOLE   464 0 0
ISHARES TR US TRSPRTION 464287192   446 1,700 SH   SOLE   1,700 0 0
JACOBS SOLUTIONS INC COM 46982L108   522 4,025 SH   SOLE   4,025 0 0
JEFFERIES FINL GROUP INC COM 47233W109   5,823 144,088 SH   SOLE   140,840 0 3,248
JOHNSON & JOHNSON COM 478160104   389 2,482 SH   SOLE   2,482 0 0
JPMORGAN CHASE & CO COM 46625H100   234 1,374 SH   SOLE   1,374 0 0
MARATHON PETE CORP COM 56585A102   710 4,786 SH   SOLE   4,786 0 0
MERCK & CO INC COM 58933Y105   232 2,131 SH   SOLE   1,991 0 140
PFIZER INC COM 717081103   241 8,378 SH   SOLE   8,181 0 197
PROCTER AND GAMBLE CO COM 742718109   293 2,000 SH   SOLE   2,000 0 0
SANDRIDGE ENERGY INC COM NEW 80007P869   16,098 1,177,590 SH   SOLE   1,150,615 0 26,975
PROSHARES TR PSHS ULTSH 20YRS 74347B201   413 13,680 SH   SOLE   13,680 0 0
TUTOR PERINI CORP COM 901109108   2,680 294,516 SH   SOLE   287,326 0 7,190
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504   765 3,050 SH   SOLE   3,050 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   670 1,533 SH   SOLE   1,533 0 0
VISTRA CORP COM 92840M102   15,029 390,166 SH   SOLE   377,986 0 12,180
VITESSE ENERGY INC COMMON STOCK 92852X103   720 32,890 SH   SOLE   32,165 0 725
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   290 2,600 SH   SOLE   2,600 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   218 3,000 SH   SOLE   3,000 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   472 12,550 SH   SOLE   12,550 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   760 3,950 SH   SOLE   3,950 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   1,037 5,798 SH   SOLE   5,798 0 0