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
ALLEGION, PLC COM G0176J109 470 4,068 SH   SOLE   4,068 0 0
ALLIED MOTION COM 019330109 227 4,500 SH   SOLE   4,500 0 0
AMERCO COM 023586100 10,746 24,095 SH   SOLE   24,095 0 0
ASTRONICS COM 046433108 173 13,568 SH   SOLE   13,568 0 0
ATRION CP COM 049904105 100 157 SH   SOLE   157 0 0
BEACON ROOFING COM 073685109 159 4,000 SH   SOLE   4,000 0 0
BERRY PLASTICS COM 08579W103 233 4,200 SH   SOLE   4,200 0 0
BRISTOL MYERS COM 110122108 519 8,438 SH   SOLE   8,438 0 0
BUILDERS F.S. COM 12008R107 442 10,921 SH   SOLE   10,921 0 0
CARLISLE CO. COM 142339100 82 525 SH   SOLE   525 0 0
CARRIER GLOBAL COM 14448C104 824 22,124 SH   SOLE   22,124 0 0
CHASE CORP. COM 16150R104 6,064 60,343 SH   SOLE   60,343 0 0
CIRCOR INT'L COM 17273K109 387 10,314 SH   SOLE   10,314 0 0
CONOCOPHILLIPS COM 20825C104 1,711 43,316 SH   SOLE   43,316 0 0
COOPER TIRE COM 216831107 719 17,964 SH   SOLE   17,964 0 0
CORE MOLDINGS COM 218683100 892 66,096 SH   SOLE   66,096 0 0
CRANE CO. COM 224399105 1,392 18,082 SH   SOLE   18,082 0 0
DELTA APPAREL COM 247368103 8,512 430,987 SH   SOLE   430,987 0 0
DENNY'S CORP. COM 24869P104 650 45,170 SH   SOLE   45,170 0 0
DORMAN PROD COM 258278100 125 1,454 SH   SOLE   1,454 0 0
DUCOMMUN INC COM 264147109 602 11,314 SH   SOLE   11,314 0 0
EASTERN CO. COM 276317104 21 904 SH   SOLE   904 0 0
EASTMAN CHEM COM 277432100 2,960 29,749 SH   SOLE   29,749 0 0
EATON CORP COM G29183103 323 2,700 SH   SOLE   2,700 0 0
ESCALADE INC. COM 296056104 132 6,434 SH   SOLE   6,434 0 0
FERRO CORP. COM 315405100 1,822 126,496 SH   SOLE   126,496 0 0
FLOTEK IND. COM 343389102 435 212,016 SH   SOLE   212,016 0 0
GOODYEAR TIRE COM 382550101 792 74,734 SH   SOLE   74,734 0 0
GP STRATEGIES COM 36225V104 12 1,034 SH   SOLE   1,034 0 0
GRIFFON CORP. COM 398433102 16 800 SH   SOLE   800 0 0
H&R BLOCK COM 093671105 70 4,500 SH   SOLE   4,500 0 0
HANESBRANDS COM 410345102 1,061 74,230 SH   SOLE   74,230 0 0
HERC HOLDINGS COM 42704L104 69 1,049 SH   SOLE   1,049 0 0
HESS CORP. COM 42809H107 282 5,371 SH   SOLE   5,371 0 0
HUNTSMAN CORP. COM 447011107 6,626 265,046 SH   SOLE   265,046 0 0
IEC ELECTRIC COM 44949L105 1,891 145,489 SH   SOLE   145,489 0 0
INGERSOLL RAND COM 45687V106 410 9,112 SH   SOLE   9,112 0 0
INGLES MARKETS COM 457030104 2,598 61,847 SH   SOLE   61,847 0 0
JOHNSON OUTDR COM 479167108 395 3,525 SH   SOLE   3,525 0 0
KOPPERS HOLDING COM 50060P106 1,578 51,305 SH   SOLE   51,305 0 0
KRATON PERFORM COM 50077C106 5,726 208,202 SH   SOLE   208,202 0 0
KROGER COM 501044101 12 400 SH   SOLE   400 0 0
L3 HARRIS TECH COM 502431109 1,964 10,419 SH   SOLE   10,419 0 0
LCI INDUSTRIES COM 50189K103 3,021 23,421 SH   SOLE   23,421 0 0
LOEWS CORP COM 540424108 107 2,400 SH   SOLE   2,400 0 0
LYDALL, INC. COM 550819106 442 14,860 SH   SOLE   14,860 0 0
MARATHON PET. COM 56585A102 1,101 26,848 SH   SOLE   26,848 0 0
MONRO MUFFLER COM 610236101 10 189 SH   SOLE   189 0 0
NORTHERN TECH COM 665809109 610 60,957 SH   SOLE   60,957 0 0
OSHKOSH CORP COM 688239201 222 2,600 SH   SOLE   2,600 0 0
PATRICK IND. COM 703343103 56 829 SH   SOLE   829 0 0
PERMA-FIX ENV. COM 714157203 48 8,341 SH   SOLE   8,341 0 0
PHILLIPS 66 COM 718546104 1,686 24,266 SH   SOLE   24,266 0 0
Q.E.P. CO.,INC COM 74727K102 3,401 174,385 SH   SOLE   174,385 0 0
READING INT'L COM 755408101 123 25,857 SH   SOLE   25,857 0 0
SCORPIO TANKERS COM Y7542C130 71 6,500 SH   SOLE   6,500 0 0
SENSIENT TECH COM 81725T100 294 3,999 SH   SOLE   3,999 0 0
SHYFT GROUP COM 825698103 409 14,624 SH   SOLE   14,624 0 0
SMTC CORP COM 832682207 132 28,102 SH   SOLE   28,102 0 0
SPX CORP. COM 784635104 119 2,196 SH   SOLE   2,196 0 0
SPX FLOW COM 78469X107 71 1,238 SH   SOLE   1,238 0 0
STANDEX INTL CP COM 854231107 3,667 47,618 SH   SOLE   47,618 0 0
STEPAN CHEMICAL COM 858586100 660 5,573 SH   SOLE   5,573 0 0
TEEKAY TANKERS COM Y8565N300 75 7,000 SH   SOLE   7,000 0 0
TOTAL SA COM 89151E109 214 5,159 SH   SOLE   5,159 0 0
TRANE TECH COM G8994E103 1,682 11,638 SH   SOLE   11,638 0 0
TRIMAS CORP. COM 896215209 177 5,725 SH   SOLE   5,725 0 0
TRINSEO SA COM L9340P101 3,044 59,983 SH   SOLE   59,983 0 0
UFP INDUSTRIES COM 90278Q108 239 4,350 SH   SOLE   4,350 0 0
UGI CORP COM 902681105 43 1,258 SH   SOLE   1,258 0 0
UNITED RENTALS COM 911363109 4,738 20,466 SH   SOLE   20,466 0 0
USA COMPRESS COM 90290N109 33 2,500 SH   SOLE   2,500 0 0
VAALCO ENERGY COM 91851C201 4,032 2,371,828 SH   SOLE   2,371,828 0 0
VSE CORP. COM 918284100 135 3,558 SH   SOLE   3,558 0 0
WABASH NATL COM 929566107 8 500 SH   SOLE   500 0 0
WATTS WATER COM 942749102 2,702 22,281 SH   SOLE   22,281 0 0
WESCO INTL COM 95082P105 647 8,300 SH   SOLE   8,300 0 0
WR GRACE COM 38388F108 13 250 SH   SOLE   250 0 0
LIFE STORAGE COM 53223X107 245 2,055 SH   SOLE   2,055 0 0
AMERICAN BILT COM 024591406 64 318 SH   SOLE   318 0 0
APARTMENT INVT COM 03748R747 87 17,500 SH   SOLE   17,500 0 0
BERK HATH CL 'B' COM 084670702 79 350 SH   SOLE   350 0 0
BGSF, INC COM 05601C105 29 2,200 SH   SOLE   2,200 0 0
COMPASS DIV COM 20451Q104 19 1,000 SH   SOLE   1,000 0 0
EXXON MOBIL COM 30231G102 6 145 SH   SOLE   145 0 0
GCP APPLIED COM 36164Y101 2 100 SH   SOLE   100 0 0
INTELSAT COM L5140P101 1 3,000 SH   SOLE   3,000 0 0
MANITEX INT'L COM 563420108 18 3,774 SH   SOLE   3,774 0 0
NEW RESIDENTIAL COM 64828T201 17 1,767 SH   SOLE   1,767 0 0
P & F INDUSTRIES COM 692830508 30 5,700 SH   SOLE   5,700 0 0
PFIZER INC. COM 717081103 11 300 SH   SOLE   300 0 0
RCI HOSPITALITY COM 74934Q108 156 4,000 SH   SOLE   4,000 0 0
SCHLUMBERGER COM 806857108 19 888 SH   SOLE   888 0 0
SINCLAIR BROAD COM 829226109 38 1,200 SH   SOLE   1,200 0 0
UNIVERSAL SEC COM 913821302 128 28,477 SH   SOLE   28,477 0 0
VALERO ENERGY COM 91913Y100 14 250 SH   SOLE   250 0 0
ZUNICOM INC COM COM 98981X401 4 355,953 SH   SOLE   355,953 0 0