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   208 2,890 SH   SOLE   2,890 0 0
CUSTOMERS BANCORP INC COM 23204G100   475 9,900 SH   SOLE   9,900 0 0
ECOVYST INC COM 27923Q109   9,577 1,067,718 SH   SOLE   997,509 0 70,209
IMAX CORP COM 45245E109   4,958 295,644 SH   SOLE   275,246 0 20,398
TERRAN ORBITAL CORPORATION COM 88105P103   569 694,133 SH   SOLE   694,133 0 0
LUXFER HLDGS PLC SHS G5698W116   4,293 370,380 SH   SOLE   339,334 0 31,046
ISHARES U S ETF TR BLACKROCK SH DUR 46431W507   301 5,987 SH   SOLE   5,987 0 0
VANECK ETF TRU ST PREFERRED SECURT 92189F429   242 14,000 SH   SOLE   14,000 0 0
SATIXFY COMMUNICATIONS LTD ORD SHS M82363124   482 742,538 SH   SOLE   742,538 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   1,137 14,625 SH   SOLE   14,625 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718   28,554 283,527 SH   SOLE   254,681 0 28,846
SHELL PLC SPON ADS 780259305   676 9,365 SH   SOLE   9,365 0 0
APPLE INC COM 037833100   317 1,507 SH   SOLE   1,507 0 0
AMAZON COM INC COM 023135106   710 3,673 SH   SOLE   3,673 0 0
ANDERSONS INC COM 034164103   3,087 62,232 SH   SOLE   58,288 0 3,944
CAMTEK LTD ORD M20791105   1,506 12,028 SH   SOLE   11,540 0 488
CHECK POINT SOFTWARE TECH LT ORD M22465104   710 4,303 SH   SOLE   4,303 0 0
CERAGON NETWORKS LTD ORD M22013102   7,483 2,993,259 SH   SOLE   2,788,676 0 204,583
CISCO SYS INC COM 17275R102   366 7,700 SH   SOLE   7,700 0 0
DAKTRONICS INC COM 234264109   239 17,100 SH   SOLE   17,100 0 0
EAST WEST BANCORP INC COM 27579R104   3,766 51,423 SH   SOLE   48,578 0 2,845
EZCORP INC CL A NON VTG 302301106   25,434 2,429,222 SH   SOLE   2,290,996 0 138,226
FGI INDUSTRIES LTD ORDINARY SHARES G3302D103   974 870,013 SH   SOLE   835,232 0 34,781
GULF IS FABRICATION INC COM 402307102   6,043 995,523 SH   SOLE   957,598 0 37,925
GILAT SATELLITE NETWORKS LTD SHS NEW M51474118   6,641 1,485,590 SH   SOLE   1,378,118 0 107,472
ALPHABET INC CAP STK CL A 02079K305   580 3,188 SH   SOLE   3,188 0 0
ISHARES TR S&P SML 600 GWT 464287887   308 2,400 SH   SOLE   2,400 0 0
LIBERTY GLOBAL LTD COM CL A G61188101   39,326 2,256,205 SH   SOLE   2,135,239 0 120,966
LIBERTY GLOBAL LTD COM CL C G61188127   8,471 474,592 SH   SOLE   445,127 0 29,465
LIMONEIRA CO COM 532746104   14,475 695,578 SH   SOLE   652,789 0 42,789
LANDSTAR SYS INC COM 515098101   424 2,300 SH   SOLE   2,300 0 0
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 531229813   1,588 71,679 SH   SOLE   61,636 0 10,043
MANITEX INTL INC COM 563420108   3,604 813,653 SH   SOLE   766,546 0 47,107
MICROSOFT CORP COM 594918104   1,788 4,000 SH   SOLE   4,000 0 0
MATRIX SVC CO COM 576853105   19,014 1,914,763 SH   SOLE   1,811,794 0 102,969
NORTHWEST PIPE CO COM 667746101   9,983 293,887 SH   SOLE   276,707 0 17,180
RIBBON COMMUNICATIONS INC COM 762544104   3,848 1,169,685 SH   SOLE   1,121,711 0 47,974
RICHARDSON ELECTRS LTD COM 763165107   5,152 433,277 SH   SOLE   415,276 0 18,001
ORIGIN AGRITECH LIMITED SHS NEW G67828205   94 19,500 SH   SOLE   19,500 0 0
SUPERIOR GROUP OF CO INC COM 868358102   2,816 148,900 SH   SOLE   140,050 0 8,850
ISHARES TR SHORT TREAS BD 464288679   553 5,000 SH   SOLE   0 0 5,000
SIGA TECHNOLOGIES INC COM 826917106   20,012 2,636,585 SH   SOLE   2,475,662 0 160,923
SILICOM LTD ORD M84116108   7,646 505,684 SH   SOLE   476,196 0 29,488
TETRA TECH INC NEW COM 88162G103   982 4,800 SH   SOLE   4,800 0 0
ABBOTT LABS COM 002824100   416 4,000 SH   SOLE   4,000 0 0
ADAMS RES & ENERGY INC COM NEW 006351308   893 31,889 SH   SOLE   30,146 0 1,743
FEDERAL AGRIC MTG CORP CL C 313148306   5,153 28,497 SH   SOLE   27,342 0 1,155
BANK AMERICA CORP COM 060505104   1,062 26,700 SH   SOLE   26,700 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   19,058 207,650 SH   SOLE   188,179 0 19,471
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   7,555 18,573 SH   SOLE   18,573 0 0
CHINA FD INC COM 169373107   163 16,104 SH   SOLE   14,625 0 1,479
COMMERCIAL METALS CO COM 201723103   632 11,500 SH   SOLE   11,500 0 0
CRAWFORD & CO CL A 224633206   3,564 412,520 SH   SOLE   390,678 0 21,842
CRAWFORD & CO CL B 224633107   1,295 161,612 SH   SOLE   151,808 0 9,804
CVS HEALTH CORP COM 126650100   272 4,607 SH   SOLE   4,607 0 0
CHEVRON CORP NEW COM 166764100   258 1,650 SH   SOLE   1,650 0 0
QUEST DIAGNOSTICS INC COM 74834L100   322 2,350 SH   SOLE   2,350 0 0
GE AEROSPACE COM NEW 369604301   551 3,463 SH   SOLE   3,463 0 0
HOME DEPOT INC COM 437076102   456 1,325 SH   SOLE   1,325 0 0
ISHARES TR U.S. MED DVC ETF 464288810   689 12,300 SH   SOLE   12,300 0 0
ISHARES TR CORE S&P500 ETF 464287200   254 464 SH   SOLE   464 0 0
ISHARES TR US TRSPRTION 464287192   445 6,800 SH   SOLE   6,800 0 0
JACOBS SOLUTIONS INC COM 46982L108   562 4,025 SH   SOLE   4,025 0 0
JEFFERIES FINL GROUP INC COM 47233W109   3,464 69,614 SH   SOLE   65,818 0 3,796
JOHNSON & JOHNSON COM 478160104   321 2,197 SH   SOLE   2,197 0 0
JPMORGAN CHASE & CO. COM 46625H100   245 1,209 SH   SOLE   1,209 0 0
MARATHON PETE CORP COM 56585A102   830 4,786 SH   SOLE   4,786 0 0
MERCK & CO INC COM 58933Y105   264 2,131 SH   SOLE   2,131 0 0
PROCTER AND GAMBLE CO COM 742718109   330 2,000 SH   SOLE   2,000 0 0
SANDRIDGE ENERGY INC COM NEW 80007P869   16,831 1,301,700 SH   SOLE   1,224,739 0 76,961
PROSHARES TR PSHS ULTSH 20YRS 74347B201   471 13,680 SH   SOLE   13,680 0 0
TUTOR PERINI CORP COM 901109108   5,809 266,698 SH   SOLE   251,781 0 14,917
VANGUARD WORLD FD HEALTH CAR ETF 92204A504   811 3,050 SH   SOLE   3,050 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   767 1,533 SH   SOLE   1,533 0 0
VITESSE ENERGY INC COMMON STOCK 92852X103   773 32,599 SH   SOLE   30,918 0 1,681
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   308 2,600 SH   SOLE   2,600 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   257 3,000 SH   SOLE   3,000 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   491 11,950 SH   SOLE   11,950 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   894 3,950 SH   SOLE   3,950 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   1,058 5,798 SH   SOLE   5,798 0 0