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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   209 2,890 SH   SOLE   2,890 0 0
CUSTOMERS BANCORP INC COM 23204G100   525 9,900 SH   SOLE   9,900 0 0
ECOVYST INC COM 27923Q109   11,988 1,075,195 SH   SOLE   990,411 0 84,784
TERRAN ORBITAL CORPORATION COM 88105P103   909 694,133 SH   SOLE   694,133 0 0
LUXFER HLDGS PLC SHS G5698W116   3,883 374,486 SH   SOLE   336,301 0 38,185
ISHARES U S ETF TR BLACKROCK SH DUR 46431W507   352 6,987 SH   SOLE   6,987 0 0
VANECK ETF TRU ST PREFERRED SECURT 92189F429   248 14,000 SH   SOLE   14,000 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   1,179 14,625 SH   SOLE   14,625 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718   25,419 252,394 SH   SOLE   223,558 0 28,836
SHELL PLC SPON ADS 780259305   628 9,365 SH   SOLE   9,365 0 0
APPLE INC COM 037833100   301 1,754 SH   SOLE   1,754 0 0
WISDOMTREE TR INTRST RATE HDGE 97717W380   337 15,242 SH   SOLE   15,242 0 0
AMAZON COM INC COM 023135106   705 3,911 SH   SOLE   3,911 0 0
ANDERSONS INC COM 034164103   3,611 62,946 SH   SOLE   58,071 0 4,875
AXT INC COM 00246W103   9,399 2,047,719 SH   SOLE   1,891,704 0 156,015
CAMTEK LTD ORD M20791105   1,029 12,281 SH   SOLE   11,793 0 488
CHECK POINT SOFTWARE TECH LT ORD M22465104   706 4,303 SH   SOLE   4,303 0 0
CERAGON NETWORKS LTD ORD M22013102   9,660 3,018,748 SH   SOLE   2,779,728 0 239,020
CISCO SYS INC COM 17275R102   397 7,950 SH   SOLE   7,950 0 0
DAKTRONICS INC COM 234264109   170 17,100 SH   SOLE   17,100 0 0
EAST WEST BANCORP INC COM 27579R104   4,089 51,683 SH   SOLE   48,136 0 3,547
EZCORP INC CL A NON VTG 302301106   27,720 2,446,589 SH   SOLE   2,276,921 0 169,668
FGI INDUSTRIES LTD ORDINARY SHARES G3302D103   1,295 869,186 SH   SOLE   833,040 0 36,146
GULF IS FABRICATION INC COM 402307102   7,342 998,919 SH   SOLE   952,335 0 46,584
GILAT SATELLITE NETWORKS LTD SHS NEW M51474118   4,223 777,769 SH   SOLE   715,527 0 62,242
ALPHABET INC CAP STK CL A 02079K305   604 4,003 SH   SOLE   4,003 0 0
ISHARES TR S&P SML 600 GWT 464287887   314 2,400 SH   SOLE   2,400 0 0
LIBERTY GLOBAL LTD COM CL A G61188101   30,112 1,779,688 SH   SOLE   1,667,590 0 112,098
LIBERTY GLOBAL LTD COM CL C G61188127   8,458 479,502 SH   SOLE   442,367 0 37,135
LIMONEIRA CO COM 532746104   13,678 699,261 SH   SOLE   648,200 0 51,061
LANDSTAR SYS INC COM 515098101   443 2,300 SH   SOLE   2,300 0 0
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 531229813   1,924 64,779 SH   SOLE   54,736 0 10,043
MANITEX INTL INC COM 563420108   5,606 817,246 SH   SOLE   761,023 0 56,223
MICROSOFT CORP COM 594918104   1,683 4,000 SH   SOLE   4,000 0 0
MATRIX SVC CO COM 576853105   25,417 1,950,639 SH   SOLE   1,824,630 0 126,009
NORTHWEST PIPE CO COM 667746101   10,279 296,393 SH   SOLE   275,152 0 21,241
RIBBON COMMUNICATIONS INC COM 762544104   3,758 1,174,355 SH   SOLE   1,116,444 0 57,911
RICHARDSON ELECTRS LTD COM 763165107   3,929 426,620 SH   SOLE   410,847 0 15,773
ORIGIN AGRITECH LIMITED SHS NEW G67828205   79 19,500 SH   SOLE   19,500 0 0
SUPERIOR GROUP OF CO INC COM 868358102   6,175 373,769 SH   SOLE   348,740 0 25,029
ISHARES TR SHORT TREAS BD 464288679   553 5,000 SH   SOLE   0 0 5,000
SIGA TECHNOLOGIES INC COM 826917106   22,720 2,654,255 SH   SOLE   2,459,761 0 194,494
SILICOM LTD ORD M84116108   7,564 509,336 SH   SOLE   473,998 0 35,338
SOLIGENIX INC COM NEW 834223505   14 23,334 SH   SOLE   23,334 0 0
TETRA TECH INC NEW COM 88162G103   887 4,800 SH   SOLE   4,800 0 0
ABBOTT LABS COM 002824100   455 4,000 SH   SOLE   4,000 0 0
ADAMS RES & ENERGY INC COM NEW 006351308   927 31,962 SH   SOLE   30,087 0 1,875
FEDERAL AGRIC MTG CORP CL C 313148306   5,666 28,780 SH   SOLE   27,290 0 1,490
BANK AMERICA CORP COM 060505104   1,159 30,562 SH   SOLE   30,562 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   20,652 224,963 SH   SOLE   200,991 0 23,972
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   7,543 17,938 SH   SOLE   17,938 0 0
CHINA FD INC COM 169373107   167 16,674 SH   SOLE   14,973 0 1,701
COMMERCIAL METALS CO COM 201723103   676 11,500 SH   SOLE   11,500 0 0
CRAWFORD & CO CL A 224633206   3,908 414,461 SH   SOLE   390,440 0 24,021
CRAWFORD & CO CL B 224633107   1,479 163,090 SH   SOLE   150,429 0 12,661
CVS HEALTH CORP COM 126650100   367 4,607 SH   SOLE   4,607 0 0
CHEVRON CORP NEW COM 166764100   260 1,650 SH   SOLE   1,650 0 0
QUEST DIAGNOSTICS INC COM 74834L100   313 2,350 SH   SOLE   2,350 0 0
GENERAL ELECTRIC CO COM NEW 369604301   608 3,463 SH   SOLE   3,463 0 0
HOME DEPOT INC COM 437076102   508 1,325 SH   SOLE   1,325 0 0
ISHARES TR U.S. MED DVC ETF 464288810   721 12,300 SH   SOLE   12,300 0 0
ISHARES TR CORE S&P500 ETF 464287200   244 464 SH   SOLE   464 0 0
ISHARES TR US TRSPRTION 464287192   479 6,800 SH   SOLE   6,800 0 0
JACOBS SOLUTIONS INC COM 46982L108   619 4,025 SH   SOLE   4,025 0 0
JEFFERIES FINL GROUP INC COM 47233W109   3,105 70,400 SH   SOLE   65,717 0 4,683
JOHNSON & JOHNSON COM 478160104   348 2,197 SH   SOLE   2,197 0 0
JPMORGAN CHASE & CO COM 46625H100   243 1,215 SH   SOLE   1,215 0 0
MARATHON PETE CORP COM 56585A102   964 4,786 SH   SOLE   4,786 0 0
MERCK & CO INC COM 58933Y105   281 2,131 SH   SOLE   2,131 0 0
PFIZER INC COM 717081103   232 8,378 SH   SOLE   8,378 0 0
PROCTER AND GAMBLE CO COM 742718109   325 2,000 SH   SOLE   2,000 0 0
SANDRIDGE ENERGY INC COM NEW 80007P869   19,110 1,311,613 SH   SOLE   1,221,194 0 90,419
PROSHARES TR PSHS ULTSH 20YRS 74347B201   451 13,680 SH   SOLE   13,680 0 0
TUTOR PERINI CORP COM 901109108   4,242 293,342 SH   SOLE   274,332 0 19,010
VANGUARD WORLD FD HEALTH CAR ETF 92204A504   825 3,050 SH   SOLE   3,050 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   737 1,533 SH   SOLE   1,533 0 0
VITESSE ENERGY INC COMMON STOCK 92852X103   777 32,726 SH   SOLE   30,660 0 2,065
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   315 2,600 SH   SOLE   2,600 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   245 3,000 SH   SOLE   3,000 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   503 11,950 SH   SOLE   11,950 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   823 3,950 SH   SOLE   3,950 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   1,066 5,798 SH   SOLE   5,798 0 0