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
FEDEX CORP COM 31428X106   3,541,580 14,000 SH   SOLE   14,000 0 0
MCKESSON CORP COM 58155Q103   3,472,350 7,500 SH   SOLE   7,500 0 0
DELL TECHNOLOGIES INC CL C 24703L202   3,060,000 40,000 SH   SOLE   40,000 0 0
ACME UTD CORP COM 004816104   3,000,200 70,000 SH   SOLE   70,000 0 0
TEREX CORP NEW COM 880779103   2,873,000 50,000 SH   SOLE   50,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   2,548,500 50,000 SH   SOLE   50,000 0 0
KB HOME COM 48666K109   2,498,400 40,000 SH   SOLE   40,000 0 0
SPROUTS FMRS MKT INC COM 85208M102   2,405,500 50,000 SH   SOLE   50,000 0 0
DISCOVER FINL SVCS COM 254709108   2,248,000 20,000 SH   SOLE   20,000 0 0
O-I GLASS INC COM 67098H104   2,132,676 130,200 SH   SOLE   130,200 0 0
TAPESTRY INC COM 876030107   2,024,550 55,000 SH   SOLE   55,000 0 0
ARCH RESOURCES INC CL A 03940R107   1,991,280 12,000 SH   SOLE   12,000 0 0
ALPHABET INC CAP STK CL A 02079K305   1,955,660 14,000 SH   SOLE   14,000 0 0
THE CIGNA GROUP COM 125523100   1,946,425 6,500 SH   SOLE   6,500 0 0
BRUNSWICK CORP COM 117043109   1,935,000 20,000 SH   SOLE   20,000 0 0
AIR LEASE CORP CL A 00912X302   1,887,300 45,000 SH   SOLE   45,000 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   1,844,754 8,200 SH   SOLE   8,200 0 0
BGC GROUP INC CL A 088929104   1,805,000 250,000 SH   SOLE   250,000 0 0
CRANE COMPANY COMMON STOCK 224408104   1,772,100 15,000 SH   SOLE   15,000 0 0
ARROW ELECTRS INC COM 042735100   1,711,500 14,000 SH   SOLE   14,000 0 0
INTEL CORP COM 458140100   1,651,215 32,860 SH   SOLE   32,860 0 0
ESCALADE INC COM 296056104   1,607,200 80,000 SH   SOLE   80,000 0 0
HOOKER FURNISHINGS CORPORATI COM 439038100   1,564,800 60,000 SH   SOLE   60,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,539,300 30,000 SH   SOLE   30,000 0 0
CALERES INC COM 129500104   1,536,500 50,000 SH   SOLE   50,000 0 0
PRUDENTIAL FINL INC COM 744320102   1,514,166 14,600 SH   SOLE   14,600 0 0
BLACKSTONE INC COM 09260D107   1,488,560 11,370 SH   SOLE   11,370 0 0
M D C HLDGS INC COM 552676108   1,482,137 26,826 SH   SOLE   26,826 0 0
METLIFE INC COM 59156R108   1,481,312 22,400 SH   SOLE   22,400 0 0
QUALCOMM INC COM 747525103   1,446,300 10,000 SH   SOLE   10,000 0 0
POLARIS INC COM 731068102   1,421,550 15,000 SH   SOLE   15,000 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   1,410,750 9,000 SH   SOLE   9,000 0 0
DXC TECHNOLOGY CO COM 23355L106   1,376,774 60,200 SH   SOLE   60,200 0 0
TITAN INTL INC ILL COM 88830M102   1,339,200 90,000 SH   SOLE   90,000 0 0
TIMKEN CO COM 887389104   1,330,490 16,600 SH   SOLE   16,600 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   1,320,000 20,000 SH   SOLE   20,000 0 0
CRAWFORD & CO CL A 224633206   1,318,000 100,000 SH   SOLE   100,000 0 0
INVESCO LTD SHS G491BT108   1,309,456 73,400 SH   SOLE   73,400 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104   1,303,000 50,000 SH   SOLE   50,000 0 0
ALASKA AIR GROUP INC COM 011659109   1,273,682 32,600 SH   SOLE   32,600 0 0
PACCAR INC COM 693718108   1,256,756 12,870 SH   SOLE   12,870 0 0
DINE BRANDS GLOBAL INC COM 254423106   1,241,250 25,000 SH   SOLE   25,000 0 0
WHIRLPOOL CORP COM 963320106   1,217,700 10,000 SH   SOLE   10,000 0 0
GILEAD SCIENCES INC COM 375558103   1,215,150 15,000 SH   SOLE   15,000 0 0
OPEN TEXT CORP COM 683715106   1,189,166 28,300 SH   SOLE   28,300 0 0
RYDER SYS INC COM 783549108   1,165,558 10,130 SH   SOLE   10,130 0 0
APPLE INC COM 037833100   1,155,180 6,000 SH   SOLE   6,000 0 0
GUESS INC COM 401617105   1,153,000 50,000 SH   SOLE   50,000 0 0
LCI INDS COM 50189K103   1,143,961 9,100 SH   SOLE   9,100 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   1,110,525 17,420 SH   SOLE   17,420 0 0
STANLEY BLACK & DECKER INC COM 854502101   1,097,739 11,190 SH   SOLE   11,190 0 0
VIATRIS INC COM 92556V106   1,083,000 100,000 SH   SOLE   100,000 0 0
FRESENIUS MEDICAL CARE AG SPONSORED ADR 358029106   1,074,411 51,580 SH   SOLE   51,580 0 0
MAGNA INTL INC COM 559222401   1,063,440 18,000 SH   SOLE   18,000 0 0
COMCAST CORP NEW CL A 20030N101   1,058,101 24,130 SH   SOLE   24,130 0 0
HAMILTON BEACH BRANDS HLDG C COM CL A 40701T104   1,049,400 60,000 SH   SOLE   60,000 0 0
MANULIFE FINL CORP COM 56501R106   1,037,374 46,940 SH   SOLE   46,940 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,007,344 26,720 SH   SOLE   26,720 0 0
KOHLS CORP COM 500255104   1,003,800 35,000 SH   SOLE   35,000 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   1,003,563 98,100 SH   SOLE   98,100 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   1,003,183 34,250 SH   SOLE   34,250 0 0
COPA HOLDINGS SA CL A P31076105   1,002,503 9,430 SH   SOLE   9,430 0 0
BUCKLE INC COM 118440106   1,001,246 21,070 SH   SOLE   21,070 0 0
SPIRE INC COM 84857L101   1,000,557 16,050 SH   SOLE   16,050 0 0
KENNAMETAL INC COM 489170100   1,000,394 38,790 SH   SOLE   38,790 0 0
CONAGRA BRANDS INC COM 205887102   999,947 34,890 SH   SOLE   34,890 0 0
CISCO SYS INC COM 17275R102   999,791 19,790 SH   SOLE   19,790 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   999,559 16,330 SH   SOLE   16,330 0 0
AMGEN INC COM 031162100   999,429 3,470 SH   SOLE   3,470 0 0
PFIZER INC COM 717081103   999,301 34,710 SH   SOLE   34,710 0 0
WESTERN UN CO COM 959802109   998,777 83,790 SH   SOLE   83,790 0 0
BHP GROUP LTD SPONSORED ADS 088606108   998,692 14,620 SH   SOLE   14,620 0 0
NEWMONT CORP COM 651639106   998,327 24,120 SH   SOLE   24,120 0 0
ENERGIZER HLDGS INC NEW COM 29272W109   996,653 31,460 SH   SOLE   31,460 0 0
ONEOK INC NEW COM 682680103   996,422 14,190 SH   SOLE   14,190 0 0
PREMIER INC CL A 74051N102   996,362 44,560 SH   SOLE   44,560 0 0
BAXTER INTL INC COM 071813109   996,268 25,770 SH   SOLE   25,770 0 0
3M CO COM 88579Y101   995,905 9,110 SH   SOLE   9,110 0 0
NRG ENERGY INC COM NEW 629377508   995,742 19,260 SH   SOLE   19,260 0 0
CORNING INC COM 219350105   995,715 32,700 SH   SOLE   32,700 0 0
PATTERSON COS INC COM 703395103   995,181 34,980 SH   SOLE   34,980 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   995,168 18,160 SH   SOLE   18,160 0 0
MORGAN STANLEY COM NEW 617446448   994,978 10,670 SH   SOLE   10,670 0 0
CHEVRON CORP NEW COM 166764100   994,897 6,670 SH   SOLE   6,670 0 0
CNA FINL CORP COM 126117100   994,708 23,510 SH   SOLE   23,510 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   994,537 10,460 SH   SOLE   10,460 0 0
MSC INDL DIRECT INC CL A 553530106   994,373 9,820 SH   SOLE   9,820 0 0
CNH INDL N V SHS N20944109   994,253 81,630 SH   SOLE   81,630 0 0
MANPOWERGROUP INC WIS COM 56418H100   994,170 12,510 SH   SOLE   12,510 0 0
CARTERS INC COM 146229109   993,790 13,270 SH   SOLE   13,270 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214   993,443 32,950 SH   SOLE   32,950 0 0
BEST BUY INC COM 086516101   993,373 12,690 SH   SOLE   12,690 0 0
HP INC COM 40434L105   993,271 33,010 SH   SOLE   33,010 0 0
INTERPUBLIC GROUP COS INC COM 460690100   993,235 30,430 SH   SOLE   30,430 0 0
DOW INC COM 260557103   993,152 18,110 SH   SOLE   18,110 0 0
EASTMAN CHEM CO COM 277432100   992,511 11,050 SH   SOLE   11,050 0 0
KEYCORP COM 493267108   991,728 68,870 SH   SOLE   68,870 0 0
SONOCO PRODS CO COM 835495102   991,693 17,750 SH   SOLE   17,750 0 0
MAIN STR CAP CORP COM 56035L104   989,535 22,890 SH   SOLE   22,890 0 0
LINCOLN NATL CORP IND COM 534187109   989,260 36,680 SH   SOLE   36,680 0 0
BLOOMIN BRANDS INC COM 094235108   989,191 35,140 SH   SOLE   35,140 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   982,258 37,620 SH   SOLE   37,620 0 0
TRAVEL PLUS LEISURE CO COM 894164102   981,550 25,110 SH   SOLE   25,110 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   979,665 5,990 SH   SOLE   5,990 0 0
SHOE CARNIVAL INC COM 824889109   966,720 32,000 SH   SOLE   32,000 0 0
CITIGROUP INC COM NEW 172967424   958,842 18,640 SH   SOLE   18,640 0 0
FRANKLIN RESOURCES INC COM 354613101   941,662 31,610 SH   SOLE   31,610 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   907,609 13,470 SH   SOLE   13,470 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   904,407 54,680 SH   SOLE   54,680 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   901,549 4,100 SH   SOLE   4,100 0 0
OMNICOM GROUP INC COM 681919106   900,569 10,410 SH   SOLE   10,410 0 0
MEDTRONIC PLC SHS G5960L103   897,118 10,890 SH   SOLE   10,890 0 0
FORD MTR CO DEL COM 345370860   893,161 73,270 SH   SOLE   73,270 0 0
VISTA OUTDOOR INC COM 928377100   887,100 30,000 SH   SOLE   30,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100   884,585 11,880 SH   SOLE   11,880 0 0
CRANE NXT CO COM 224441105   853,050 15,000 SH   SOLE   15,000 0 0
GENERAL MTRS CO COM 37045V100   836,936 23,300 SH   SOLE   23,300 0 0
CONOCOPHILLIPS COM 20825C104   834,543 7,190 SH   SOLE   7,190 0 0
KRAFT HEINZ CO COM 500754106   767,335 20,750 SH   SOLE   20,750 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106   766,800 180,000 SH   SOLE   180,000 0 0
DENNYS CORP COM 24869P104   761,600 70,000 SH   SOLE   70,000 0 0
ALTRIA GROUP INC COM 02209S103   742,659 18,410 SH   SOLE   18,410 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103   679,200 30,000 SH   SOLE   30,000 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108   671,976 20,400 SH   SOLE   20,400 0 0
AMC NETWORKS INC CL A 00164V103   657,650 35,000 SH   SOLE   35,000 0 0
TOWNSQUARE MEDIA INC CL A 892231101   633,600 60,000 SH   SOLE   60,000 0 0
MKS INSTRS INC COM 55306N104   617,220 6,000 SH   SOLE   6,000 0 0
ACCO BRANDS CORP COM 00081T108   608,000 100,000 SH   SOLE   100,000 0 0
GEOPARK LTD USD SHS G38327105   599,900 70,000 SH   SOLE   70,000 0 0
SAGA COMMUNICATIONS INC CL A NEW 786598300   556,500 25,000 SH   SOLE   25,000 0 0
B. RILEY FINANCIAL INC COM 05580M108   524,750 25,000 SH   SOLE   25,000 0 0