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
Expires: July 31, 2015
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
A10 NETWORKS INC COM 002121101 44,411,605 1,188,747 SH SOLE 1,188,747 0 0
ACCESS NEWSWIRE INC COM NEW 46520M204 981,175 150,950 SH SOLE 150,950 0 0
ACRES COMMERCIAL REALTY CORP COM NEW 00489Q102 1,285,594 72,265 SH SOLE 72,265 0 0
ADDUS HOMECARE CORP COM 006739106 20,911,299 208,135 SH SOLE 208,135 0 0
AGILYSYS INC COM 00847J105 16,623,860 159,080 SH SOLE 159,080 0 0
ALAMO GROUP INC COM 011311107 12,433,564 75,589 SH SOLE 75,589 0 0
ALEXANDERS INC COM 014752109 14,166,370 51,409 SH SOLE 51,409 0 0
ALPHABET INC CAP STK CL A 02079K305 38,463,065 107,628 SH SOLE 107,628 0 0
ALPS ETF TR ALERIAN MLP 00162Q452 3,573,125 68,913 SH SOLE 68,913 0 0
AMERICAN COASTAL INS CORP COM 910710102 8,976,625 808,705 SH SOLE 808,705 0 0
AMERICAN PUB ED INC COM 02913V103 10,471,500 195,000 SH SOLE 195,000 0 0
AMERIPRISE FINL INC COM 03076C106 1,150,067 2,507 SH SOLE 2,507 0 0
AMRIZE LTD SHS H2927K103 14,972,076 280,902 SH SOLE 280,902 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 11,610,854 98,139 SH SOLE 98,139 0 0
ARCOS DORADOS HLDGS INC SHS CLASS -A - G0457F107 381,198 47,295 SH SOLE 47,295 0 0
ARCOSA INC COM 039653100 50,494,100 347,540 SH SOLE 347,540 0 0
ARES CAPITAL CORP COM 04010L103 7,891,522 425,878 SH SOLE 425,878 0 0
ARHAUS INC COM CL A 04035M102 9,352,561 1,110,755 SH SOLE 1,110,755 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 20,537,739 594,780 SH SOLE 594,780 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,611,413 31,198 SH SOLE 31,198 0 0
BLACKROCK TECH AND PRIVATE E SHS BEN INT 09260Q108 224,892 24,905 SH SOLE 24,905 0 0
BLACKSTONE MORTGAGE TRUST IN COM CL A 09257W100 8,071,392 476,188 SH SOLE 476,188 0 0
BLUELINX HLDGS INC COM NEW 09624H208 20,810,730 336,308 SH SOLE 336,308 0 0
BOEING CO DEP CONV PFD A 097023204 7,008,958 104,145 SH SOLE 104,145 0 0
BRIDGEWATER BANCSHARES INC COM 108621103 9,145,246 434,660 SH SOLE 434,660 0 0
BRIGHTSPIRE CAPITAL INC COM CL A 10949T109 13,057,928 2,395,950 SH SOLE 2,395,950 0 0
BRIGHTVIEW HLDGS INC COM 10948C107 16,777,877 1,184,042 SH SOLE 1,184,042 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 8,966,861 100,211 SH SOLE 100,211 0 0
BUNGE GLOBAL SA COM SHS H11356104 14,037,013 131,519 SH SOLE 131,519 0 0
CARRIAGE SVCS INC COM 143905107 9,562,151 249,404 SH SOLE 249,404 0 0
CASS INFORMATION SYS INC COM 14808P109 8,032,966 156,527 SH SOLE 156,527 0 0
CAVCO INDS INC DEL COM 149568107 33,133,474 53,930 SH SOLE 53,930 0 0
CHEMED CORP NEW COM 16359R103 218,898 470 SH SOLE 470 0 0
CION INVT CORP COM 17259U204 117,872 18,920 SH SOLE 18,920 0 0
CIVEO CORP CDA COM NEW 17878Y207 5,075,000 145,000 SH SOLE 145,000 0 0
CLEARFIELD INC COM 18482P103 11,046,102 277,610 SH SOLE 277,610 0 0
CLIMB GLOBAL SOLUTIONS INC COM 946760105 12,809,831 551,910 SH SOLE 551,910 0 0
COHEN & STEERS INC COM 19247A100 18,285,758 240,160 SH SOLE 240,160 0 0
CSW INDUSTRIALS INC COM 126402106 15,108,232 54,288 SH SOLE 54,288 0 0
DEERE & CO COM 244199105 8,769,783 13,825 SH SOLE 13,825 0 0
DISNEY WALT CO COM 254687106 11,182,941 116,186 SH SOLE 116,186 0 0
DOUGLAS DYNAMICS INC COM 25960R105 35,570,252 659,319 SH SOLE 659,319 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 5,908,427 46,677 SH SOLE 46,677 0 0
ELECTROMED INC COM 285409108 9,243,396 218,520 SH SOLE 218,520 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 8,980,988 23,223 SH SOLE 23,223 0 0
ENOVA INTL INC COM 29357K103 39,149,727 162,629 SH SOLE 162,629 0 0
EOG RES INC COM 26875P101 11,745,672 90,539 SH SOLE 90,539 0 0
EPSILON ENERGY LTD COM 294375209 2,742,221 506,880 SH SOLE 506,880 0 0
FIRST INTST BANCSYSTEM INC COM 32055Y201 29,999,915 778,006 SH SOLE 778,006 0 0
FIRST TR HIGH YIELD OPPRT 20 COM 33741Q107 13,245,650 966,836 SH SOLE 966,836 0 0
FIRST WESTN FINL INC COM 33751L105 6,261,450 195,000 SH SOLE 195,000 0 0
FIRSTSUN CAP BANCORP COM 33767U107 2,494,795 64,332 SH SOLE 64,332 0 0
FLEXSTEEL INDS INC COM 339382103 6,816,782 91,525 SH SOLE 91,525 0 0
GLOBAL SHIP LEASE INC COM CL A Y27183600 28,616,607 761,080 SH SOLE 761,080 0 0
GRAHAM CORP COM 384556106 5,521,653 44,605 SH SOLE 44,605 0 0
GREEN BRICK PARTNERS INC COM 392709101 30,446,206 380,387 SH SOLE 380,387 0 0
HACKETT GROUP INC COM 404609109 5,112,593 474,707 SH SOLE 474,707 0 0
HCI GROUP INC COM 40416E103 2,103,000 12,000 SH SOLE 12,000 0 0
HEARTLAND EXPRESS INC COM 422347104 5,049,463 331,765 SH SOLE 331,765 0 0
HERITAGE GLOBAL INC COM 42727E103 2,445,964 2,021,458 SH SOLE 2,021,458 0 0
HILLMAN SOLUTIONS CORP COM 431636109 15,874,282 1,880,839 SH SOLE 1,880,839 0 0
I3 VERTICALS INC COM CL A 46571Y107 23,485,021 1,099,486 SH SOLE 1,099,486 0 0
IDAHO STRATEGIC RESOURCES COM NEW 645827205 7,277,705 222,220 SH SOLE 222,220 0 0
INFUSYSTEM HLDGS INC COM 45685K102 8,055,337 834,750 SH SOLE 834,750 0 0
INNOVATIVE SOLUTIONS & SUPPO COM 45769N105 10,259,334 569,963 SH SOLE 569,963 0 0
IQVIA HLDGS INC COM 46266C105 16,232,930 84,013 SH SOLE 84,013 0 0
IRADIMED CORP COM 46266A109 1,911,200 20,000 SH SOLE 20,000 0 0
ISHARES TR CORE MSCI EAFE 46432F842 10,720 111 SH SOLE 111 0 0
ISHARES TR CORE MSCI TOTAL 46432F834 4,008 42 SH SOLE 42 0 0
ISHARES TR CORE S&P500 ETF 464287200 44,185 59 SH SOLE 59 0 0
ISHARES TR CORE S&P SCP ETF 464287804 24,323 164 SH SOLE 164 0 0
ISHARES TR CORE US AGGBD ET 464287226 29,694 300 SH SOLE 300 0 0
ISHARES TR IBOXX HI YD ETF 464288513 15,354 192 SH SOLE 192 0 0
ISHARES TR IBOXX INV CP ETF 464287242 10,471 96 SH SOLE 96 0 0
ISHARES TR MICRO-CAP ETF 464288869 79,616 398 SH SOLE 398 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 55,583 185 SH SOLE 185 0 0
ISHARES TR RUSSELL 3000 ETF 464287689 2,373,197 5,566 SH SOLE 5,566 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 20,079 146 SH SOLE 146 0 0
JEFFERSON CAPITAL INC COM 47248R103 28,169,554 1,446,818 SH SOLE 1,446,818 0 0
JOURNEY MED CORP COM 48115J109 3,794,880 536,000 SH SOLE 536,000 0 0
JPMORGAN CHASE & CO COM 46625H100 14,614,216 44,647 SH SOLE 44,647 0 0
KARAT PACKAGING INC COM 48563L101 3,289,787 98,320 SH SOLE 98,320 0 0
KEWAUNEE SCIENTIFIC CORP COM 492854104 3,748,958 105,545 SH SOLE 105,545 0 0
KINDER MORGAN INC DEL COM 49456B101 10,603,753 331,678 SH SOLE 331,678 0 0
KKR & CO INC 6.25 CON SER D 48251W500 3,418,134 85,775 SH SOLE 85,775 0 0
KKR & CO INC COM 48251W104 14,860,092 161,910 SH SOLE 161,910 0 0
KNOWLES CORP COM 49926D109 248,050 5,980 SH SOLE 5,980 0 0
LAMAR ADVERTISING CO CL A 512816109 203,554 1,305 SH SOLE 1,305 0 0
LAUREATE ED INC COMMON STOCK 518613203 45,039,409 1,240,072 SH SOLE 1,240,072 0 0
LEGACY ED INC COM 52474R207 1,176,000 100,000 SH SOLE 100,000 0 0
LEGACY HOUSING CORP COM 52472M101 11,234,760 427,665 SH SOLE 427,665 0 0
LEGALZOOM COM INC COM 52466B103 17,473,571 2,850,501 SH SOLE 2,850,501 0 0
LENDINGTREE INC COM 52603B107 32,140,146 725,675 SH SOLE 725,675 0 0
LINCOLN EDL SVCS CORP COM 533535100 10,007,445 200,550 SH SOLE 200,550 0 0
LIQUIDITY SVCS INC COM 53635B107 37,349,249 954,735 SH SOLE 954,735 0 0
LSI INDS INC OHIO COM 50216C108 4,454,245 167,579 SH SOLE 167,579 0 0
MADDEN STEVEN LTD COM 556269108 15,055,818 357,620 SH SOLE 357,620 0 0
MAMAS CREATIONS INC COM 56146T103 2,677,500 150,000 SH SOLE 150,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 41,964,766 140,873 SH SOLE 140,873 0 0
MATCH GROUP INC NEW COM 57667L107 13,179,849 346,382 SH SOLE 346,382 0 0
MERCADOLIBRE INC COM 58733R102 15,765,223 9,288 SH SOLE 9,288 0 0
MICROSOFT CORP COM 594918104 16,081,801 43,112 SH SOLE 43,112 0 0
MILLER INDS INC TENN COM NEW 600551204 7,829,530 153,070 SH SOLE 153,070 0 0
MIMEDX GROUP INC COM 602496101 7,923,642 2,058,089 SH SOLE 2,058,089 0 0
MINIMED GROUP INC COM 60365F109 292,272 19,550 SH SOLE 19,550 0 0
MOUNT LOGAN CAP INC COM 62188E103 634,996 184,592 SH SOLE 184,592 0 0
NATURES SUNSHINE PRODS INC COM 639027101 7,412,000 340,000 SH SOLE 340,000 0 0
NORTHEAST BK PORTLAND ME COM 66405S100 1,855,420 14,000 SH SOLE 14,000 0 0
NORTHRIM BANCORP INC COM 666762109 9,513,710 342,960 SH SOLE 342,960 0 0
NPK INTERNATIONAL INC COM SHS 651718504 27,665,221 1,738,857 SH SOLE 1,738,857 0 0
NVE CORP COM NEW 629445206 8,491,028 81,215 SH SOLE 81,215 0 0
OMEGA FLEX INC COM 682095104 1,899,566 60,515 SH SOLE 60,515 0 0
OPTEX SYS HLDGS INC COM NEW 68384X209 4,766,552 339,740 SH SOLE 339,740 0 0
ORACLE CORP COM 68389X105 8,755,258 59,742 SH SOLE 59,742 0 0
OXFORD INDS INC COM 691497309 4,269,713 122,447 SH SOLE 122,447 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207 19,354,074 345,115 SH SOLE 345,115 0 0
PARK DENTAL PARTNERS INC COM 700402100 1,444,281 67,020 SH SOLE 67,020 0 0
PAYSIGN INC COM 70451A104 16,982,620 2,073,580 SH SOLE 2,073,580 0 0
PDF SOLUTIONS INC COM 693282105 366,338 5,175 SH SOLE 5,175 0 0
PIEDMONT REALTY TRUST INC COM CL A 720190206 10,551,350 1,153,153 SH SOLE 1,153,153 0 0
PIMCO DYNAMIC INCOME STRATEG COM SHS BEN INT 69346N107 14,600,841 701,289 SH SOLE 701,289 0 0
PLUMAS BANCORP COM 729273102 3,829,456 65,528 SH SOLE 65,528 0 0
PRICESMART INC COM 741511109 33,471,051 171,348 SH SOLE 171,348 0 0
PRO-DEX INC COLO COM NEW 74265M205 3,087,634 52,735 SH SOLE 52,735 0 0
QXO INC 5.50 DEP PFD 82846H504 3,171,024 65,060 SH SOLE 65,060 0 0
RADNET INC COM 750491102 39,053,863 633,272 SH SOLE 633,272 0 0
RCM TECHNOLOGIES INC COM NEW 749360400 4,098,431 145,180 SH SOLE 145,180 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104 17,272,985 603,739 SH SOLE 603,739 0 0
REPUBLIC SVCS INC COM 760759100 8,234,671 38,646 SH SOLE 38,646 0 0
RESEARCH SOLUTIONS INC COM 761025105 5,921,696 2,552,455 SH SOLE 2,552,455 0 0
RF INDS LTD COM PAR $0.01 749552105 12,473,919 588,115 SH SOLE 588,115 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 33,526,392 597,938 SH SOLE 597,938 0 0
ROYCE MICRO-CAP TR INC COM 780915104 7,651,816 522,665 SH SOLE 522,665 0 0
SALESFORCE INC COM 79466L302 11,729,917 74,875 SH SOLE 74,875 0 0
SAN JUAN BASIN RTY TR UNIT BEN INT 798241105 2,058,939 641,414 SH SOLE 641,414 0 0
SEA LTD SPONSORD ADS 81141R100 12,717,120 132,705 SH SOLE 132,705 0 0
SELECT WATER SOLUTIONS INC CL A COM 81617J301 28,679,594 1,435,415 SH SOLE 1,435,415 0 0
SILVERCREST ASSET MGMT GROUP CL A 828359109 3,295,057 325,921 SH SOLE 325,921 0 0
SIRIUSPOINT LTD COM G8192H106 36,047,433 1,501,976 SH SOLE 1,501,976 0 0
SMARTRENT INC COM CL A 83193G107 6,298,527 5,292,880 SH SOLE 5,292,880 0 0
SPROUTS FMRS MKT INC COM 85208M102 20,773,510 245,608 SH SOLE 245,608 0 0
SS&C TECH HLDGS COM 78467J100 6,898,261 111,173 SH SOLE 111,173 0 0
ST JOE CO COM 790148100 23,602,695 376,859 SH SOLE 376,859 0 0
STONEX GROUP INC COM 861896108 82,249,646 694,090 SH SOLE 694,090 0 0
TACTILE SYS TECHNOLOGY INC COM 87357P100 9,380,700 315,000 SH SOLE 315,000 0 0
TALEN ENERGY CORP COM 87422Q109 272,825 710 SH SOLE 710 0 0
TALKSPACE INC COM 87427V103 419,505 80,674 SH SOLE 80,674 0 0
TARGET CORP COM 87612E106 11,227,599 85,963 SH SOLE 85,963 0 0
TAYLOR DEVICES INC COM 877163105 1,895,364 32,300 SH SOLE 32,300 0 0
TFS FINL CORP COM 87240R107 195,274 11,020 SH SOLE 11,020 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 13,621,756 27,170 SH SOLE 27,170 0 0
TIDEWATER INC NEW COM 88642R109 22,811,182 342,356 SH SOLE 342,356 0 0
TRANSCAT INC COM 893529107 7,429,671 80,087 SH SOLE 80,087 0 0
TRIMAS CORP COM NEW 896215209 36,352,358 807,292 SH SOLE 807,292 0 0
UFP TECHNOLOGIES INC COM 902673102 6,018,451 22,700 SH SOLE 22,700 0 0
ULTA BEAUTY INC COM 90384S303 8,894,628 19,723 SH SOLE 19,723 0 0
UNITEDHEALTH GROUP INC COM 91324P102 11,230,945 27,021 SH SOLE 27,021 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104 46,879,256 1,096,078 SH SOLE 1,096,078 0 0
VIANT TECHNOLOGY INC COM CL A 92557A101 19,008,826 1,501,487 SH SOLE 1,501,487 0 0
VIEMED HEALTHCARE INC COM 92663R105 6,081,512 533,466 SH SOLE 533,466 0 0
VITESSE ENERGY INC COMMON STOCK 92852X103 25,025,793 1,586,924 SH SOLE 1,586,924 0 0
WASTE MGMT INC DEL COM 94106L109 10,197,935 45,755 SH SOLE 45,755 0 0
WESTERN ASSET DIVERSIFIED IN COM SHS BEN INT 95790K109 160,754 11,855 SH SOLE 11,855 0 0
WHIRLPOOL CORP 8.5 DEP SR A CNV 963320205 3,488,645 99,335 SH SOLE 99,335 0 0