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
CUSTOMERS BANCORP INC COM 23204G100 2,858 157,230 SH   SOLE   5,000 0 152,230
TRECORA RES COM 894648104 2,498 357,430 SH   SOLE   150,000 0 207,430
ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 744 14,837 SH   SOLE   0 0 14,837
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 681 10,625 SH   SOLE   0 0 10,625
VOLT INFORMATION SCIENCES IN COM 928703107 407 230,182 SH   SOLE   0 0 230,182
VANECK VECTORS ETF TR PFD SECS EX FINL 92189F429 325 15,786 SH   SOLE   0 0 15,786
LIBERTY GLOBAL PLC SHS CL C G5480U120 34,225 1,447,148 SH   SOLE   230,439 0 1,216,709
EAST WEST BANCORP INC COM 27579R104 23,571 464,828 SH   SOLE   57,195 0 407,632
SILICOM LTD ORD M84116108 16,279 388,994 SH   SOLE   58,577 0 330,417
EZCORP INC CL A NON VTG 302301106 12,879 2,688,737 SH   SOLE   349,455 0 2,339,282
SUPERIOR GROUP OF CO INC COM 868358102 7,023 302,215 SH   SOLE   14,659 0 287,556
TETRA TECH INC NEW COM 88162G103 5,983 51,672 SH   SOLE   0 0 51,672
LIMONEIRA CO COM 532746104 5,869 352,463 SH   SOLE   9,603 0 342,860
ANDERSONS INC COM 034164103 5,670 231,345 SH   SOLE   150 0 231,195
MANITEX INTL INC COM 563420108 5,033 975,353 SH   SOLE   272,120 0 703,233
ANI PHARMACEUTICALS INC COM 00182C103 4,670 160,796 SH   SOLE   0 0 160,796
NORTHWEST PIPE CO COM 667746101 4,554 160,936 SH   SOLE   0 0 160,936
VSE CORP COM 918284100 2,874 74,657 SH   SOLE   0 0 74,657
GULF ISLAND FABRICATION INC COM 402307102 2,749 898,485 SH   SOLE   143,973 0 754,512
ISHARES TR SHORT TREAS BD 464288679 2,239 20,261 SH   SOLE   0 0 20,261
FOSTER L B CO COM 350060109 2,144 142,435 SH   SOLE   0 0 142,435
CAMTEK LTD ORD M20791105 1,850 84,419 SH   SOLE   21,029 0 63,390
SIRIUS INTERNATIONAL INSURAN COM G8196D101 1,050 84,028 SH   SOLE   84,028 0 0
RICHARDSON ELECTRS LTD COM 763165107 821 174,365 SH   SOLE   170,100 0 4,265
MICROSOFT CORP COM 594918104 812 3,650 SH   SOLE   0 0 3,650
BANK COMM HLDGS COM 06424J103 573 57,836 SH   SOLE   55,480 0 2,356
CISCO SYS INC COM 17275R102 517 11,563 SH   SOLE   538 0 11,025
ISHARES TR PFD AND INCM SEC 464288687 456 11,843 SH   SOLE   0 0 11,843
TRIDENT ACQUISITIONS CORP COM 89615T106 452 70,000 SH   SOLE   70,000 0 0
SOLIGENIX INC COM 834223307 448 350,000 SH   SOLE   0 0 350,000
TRIDENT ACQUISITIONS CORP UNIT 05/09/2023 89615T205 402 70,000 SH   SOLE   70,000 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 349 4,046 SH   SOLE   0 0 4,046
LANDSTAR SYS INC COM 515098101 310 2,300 SH   SOLE   0 0 2,300
BELLUS HEALTH INC NEW COM NEW 07987C204 251 82,000 SH   SOLE   0 0 82,000
PAVMED INC COM 70387R106 212 100,000 SH   SOLE   0 0 100,000
QUEST RESOURCE HLDG CORP COM NEW 74836W203 191 82,900 SH   SOLE   82,900 0 0
TRIDENT ACQUISITIONS CORP *W EXP 05/09/202 89615T114 87 70,000 SH   SOLE   70,000 0 0
DAKTRONICS INC COM 234264109 80 17,100 SH   SOLE   17,100 0 0
EASTSIDE DISTILLING INC COM 277802302 13 10,000 SH   SOLE   10,000 0 0
JEFFERIES FINL GROUP INC COM 47233W109 21,175 860,790 SH   SOLE   98,387 0 762,403
VISTRA CORP COM 92840M102 16,791 854,087 SH   SOLE   131,538 0 722,549
KRATON CORPORATION COM 50077C106 9,804 352,792 SH   SOLE   68,267 0 284,525
HUNTSMAN CORP COM 447011107 7,872 313,109 SH   SOLE   0 0 313,109
TUTOR PERINI CORP COM 901109108 6,027 465,384 SH   SOLE   62,000 0 403,384
CRAWFORD & CO CL A 224633206 4,812 651,201 SH   SOLE   144,339 0 506,862
FEDERAL AGRIC MTG CORP CL C 313148306 4,801 64,661 SH   SOLE   11,228 0 53,433
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,091 17,642 SH   SOLE   2,189 0 15,453
INDUSTRIAS BACHOCO S A B DE SPON ADR B 456463108 2,913 64,500 SH   SOLE   1,273 0 63,227
CRAWFORD & CO CL B 224633107 1,832 254,397 SH   SOLE   0 0 254,397
MILLER INDS INC TENN COM NEW 600551204 1,479 38,892 SH   SOLE   0 0 38,892
CHINA FD INC COM 169373107 1,195 41,857 SH   SOLE   480 0 41,377
ISHARES TR CORE S&P500 ETF 464287200 713 1,900 SH   SOLE   0 0 1,900
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 682 3,050 SH   SOLE   0 0 3,050
ISHARES TR U.S. MED DVC ETF 464288810 671 2,050 SH   SOLE   0 0 2,050
BK OF AMERICA CORP COM 060505104 595 19,638 SH   SOLE   5,651 0 13,986
ISHARES TR CORE S&P MCP ETF 464287507 540 2,350 SH   SOLE   0 0 2,350
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 527 1,533 SH   SOLE   0 0 1,533
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 502 3,123 SH   SOLE   0 0 3,123
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 501 3,850 SH   SOLE   0 0 3,850
ABBOTT LABS COM 002824100 495 4,524 SH   SOLE   0 0 4,524
VANGUARD INDEX FDS TOTAL STK MKT 922908769 457 2,350 SH   SOLE   0 0 2,350
JPMORGAN CHASE & CO COM 46625H100 443 3,488 SH   SOLE   833 0 2,655
JACOBS ENGR GROUP INC COM 469814107 439 4,025 SH   SOLE   0 0 4,025
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 404 13,718 SH   SOLE   0 0 13,718
JOHNSON & JOHNSON COM 478160104 393 2,497 SH   SOLE   0 0 2,497
HOME DEPOT INC COM 437076102 352 1,325 SH   SOLE   0 0 1,325
CVS HEALTH CORP COM 126650100 325 4,757 SH   SOLE   0 0 4,757
GENERAL ELECTRIC CO COM 369604103 313 29,000 SH   SOLE   600 0 28,400
QUEST DIAGNOSTICS INC COM 74834L100 292 2,450 SH   SOLE   0 0 2,450
PROCTER AND GAMBLE CO COM 742718109 278 2,000 SH   SOLE   0 0 2,000
HONEYWELL INTL INC COM 438516106 264 1,243 SH   SOLE   0 0 1,243
PFIZER INC COM 717081103 242 6,574 SH   SOLE   544 0 6,030
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 241 7,176 SH   SOLE   7,176 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 233 3,750 SH   SOLE   0 0 3,750
SERVICE CORP INTL COM 817565104 229 4,665 SH   SOLE   1,565 0 3,100
PROSHARES TR PSHS ULTSH 20YRS 74347B201 225 13,680 SH   SOLE   13,680 0 0
MERCK & CO. INC COM 58933Y105 221 2,700 SH   SOLE   0 0 2,700
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 216 3,200 SH   SOLE   0 0 3,200
TRAVELERS COMPANIES INC COM 89417E109 201 1,430 SH   SOLE   230 0 1,200
INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 2,442 48,275 SH   SOLE   12,192 0 36,083