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
3M CO COM COM 88579Y101 5,194 47,495 SH   SOLE   6,170 0 41,325
ALLIED HEALTHCARE COM 019222108 811 294,910 SH   SOLE   294,910 0 0
AVX CORP NEW COM COM 002444107 478 40,676 SH   SOLE   40,676 0 0
BRT REALTY TRUST SH BEN INT NEW 055645303 1,107 158,092 SH   SOLE   158,092 0 0
CHARTER FINL CORP MD COM 16122W108 6,784 673,010 SH   SOLE   345,120 0 327,890
CISCO SYSTEMS INC COM 17275R102 6,495 266,886 SH   SOLE   102,320 0 164,566
CMS BANCORP INC COM COM 12600U102 148 16,218 SH   SOLE   16,218 0 0
COLONIAL FINL SVCS COM 19566B101 1,076 79,699 SH   SOLE   79,699 0 0
CONS TOMOKA LAND CO COM 210226106 1,010 26,455 SH   SOLE   26,455 0 0
CORE MARK HLDG CO COM 218681104 1,905 30,000 SH   SOLE   30,000 0 0
CORNING INC COM COM 219350105 6,047 424,931 SH   SOLE   163,975 0 260,956
EAGLE BANCORP MONT COM 26942G100 1,719 161,100 SH   SOLE   161,100 0 0
ENGLOBAL CORP COM COM 293306106 611 643,476 SH   SOLE   643,476 0 0
ESSA BANCORP INC COM COM 29667D104 1,641 149,700 SH   SOLE   149,700 0 0
FEDFIRST FINL CORP COM 31429C101 1,857 100,347 SH   SOLE   100,347 0 0
FIRST CONN BANCORP COM 319850103 465 33,418 SH   SOLE   33,418 0 0
GENCOR INDS INC COM 368678108 95 13,350 SH   SOLE   13,350 0 0
GEORGETOWN BANCORP COM 372591107 1,353 95,315 SH   SOLE   95,315 0 0
GREENLIGHT CAPITAL CLASS A G4095J109 266 10,830 SH   SOLE   10,830 0 0
HAMILTON BANCORP INC COM 407015106 134 10,123 SH   SOLE   10,123 0 0
HAMPDEN BANCORP INC COM 40867E107 446 29,900 SH   SOLE   29,900 0 0
HARDINGE INC COM 412324303 1,735 117,400 SH   SOLE   117,400 0 0
HARRIS & HARRIS COM 413833104 94 30,900 SH   SOLE   30,900 0 0
HELMERICH & PAYNE COM 423452101 7,080 113,376 SH   SOLE   27,835 0 85,541
HOME BANCORP INC COM 43689E107 1,139 61,591 SH   SOLE   61,591 0 0
HOME FED BANCORP INC COM 43708L108 1,836 105,861 SH   SOLE   105,861 0 0
HOMETRUST BANCSHARES COM 437872104 2,715 160,100 SH   SOLE   160,100 0 0
HOPFED BANCORP INC COM 439734104 2,130 197,188 SH   SOLE   197,188 0 0
HURCO CO COM 447324104 686 23,851 SH   SOLE   23,851 0 0
IF BANCORP INC COM COM 44951J105 1,548 101,279 SH   SOLE   101,279 0 0
INSTEEL INDS INC COM COM 45774W108 2,103 120,012 SH   SOLE   120,012 0 0
JOHNSON & JOHNSON COM 478160104 6,646 77,409 SH   SOLE   24,985 0 52,424
LOUISIANA BANCORP COM 54619P104 177 10,400 SH   SOLE   10,400 0 0
MALVERN BANCORP INC COM 561409103 2,464 205,852 SH   SOLE   205,852 0 0
MARKET VECTORS ETF GOLD MINER ETF 57060U100 7,785 317,895 SH   SOLE   188,525 0 129,370
MARKET VECTORS ETF TR JR GOLD GOLD MINER ETF 57060U589 547 59,750 SH   SOLE   59,750 0 0
MATERIAL SCIENCES COM 576674105 1,310 130,200 SH   SOLE   130,200 0 0
MICROSOFT CORP COM 594918104 6,979 202,040 SH   SOLE   71,350 0 130,690
NAUGATUCK VY FINL COM 63906P107 1,537 209,078 SH   SOLE   209,078 0 0
NEWPORT BANCORP INC COM 651754103 276 16,200 SH   SOLE   16,200 0 0
NORTHEAST CMNTY COM 664112109 757 119,815 SH   SOLE   119,815 0 0
NORTHFIELD BANCORP COM 66611T108 3,786 323,000 SH   SOLE   323,000 0 0
NUCOR CORP COM COM 670346105 927 21,400 SH   SOLE   21,400 0 0
OBA FINL SVCS INC COM 67424G101 1,595 86,495 SH   SOLE   86,495 0 0
OCEAN SHORE HLDG CO COM 67501R103 2,967 214,663 SH   SOLE   214,663 0 0
OCONEE FED FINL CORP COM 675607105 794 53,600 SH   SOLE   53,600 0 0
PEOPLES FED COM 711037101 488 27,000 SH   SOLE   27,000 0 0
PFIZER INC COM COM 717081103 3,217 114,861 SH   SOLE   22,745 0 92,116
POLONIA BANCORP INC COM 73158Q109 413 44,674 SH   SOLE   44,674 0 0
PROVIDENCE & COM 743737108 1,778 112,396 SH   SOLE   112,396 0 0
QUANEX BLDG PRODS COM 747619104 1,110 65,886 SH   SOLE   65,886 0 0
SEACOR HOLDINGS INC COM 811904101 7,027 84,608 SH   SOLE   32,940 0 51,668
SI FINL GROUP INC MD COM 78425V104 2,982 269,900 SH   SOLE   269,900 0 0
SOUND FINL BANCORP COM 83607A100 959 69,700 SH   SOLE   69,700 0 0
SP BANCORP INC COM COM 78468K106 2,082 110,474 SH   SOLE   110,474 0 0
SPDR GOLD TR GOLD GOLD SHS 78463V107 7,742 64,995 SH   SOLE   47,028 0 17,967
STATE INVS BANCORP COM 857030100 1,132 76,186 SH   SOLE   76,186 0 0
SUPERIOR INDUSTRIES COM 868168105 7,330 425,929 SH   SOLE   224,185 0 201,744