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
ABBVIE INC COM 00287Y109 7,591 46,826 SH   SOLE   0 0 46,826
ADOBE SYSTEMS INCORPORATED COM 00724F101 9,678 21,241 SH   SOLE   7,141 0 14,100
ADVANCED DRAIN SYS INC DEL COM 00790R104 4,735 39,850 SH   SOLE   19,950 0 19,900
AES CORP COM 00130H105 2,007 78,000 SH   SOLE   0 0 78,000
ALAMO GROUP INC COM 011311107 5,008 34,830 SH   SOLE   15,330 0 19,500
ALLETE INC COM NEW 018522300 1,621 24,200 SH   SOLE   0 0 24,200
ALPHABET INC CAP STK CL C 02079K107 4,592 1,644 SH   SOLE   4 0 1,640
ALTRIA GROUP INC COM 02209S103 397 7,600 SH   SOLE   0 0 7,600
AMAZON COM INC COM 023135106 4,932 1,513 SH   SOLE   0 0 1,513
AMEREN CORP COM 023608102 2,400 25,600 SH   SOLE   0 0 25,600
AMERICAN ELEC PWR CO INC COM 025537101 2,125 21,300 SH   SOLE   0 0 21,300
AMERICAN EQTY INVT LIFE HLD COM 025676206 5,883 147,400 SH   SOLE   0 0 147,400
AMERICAN EXPRESS CO COM 025816109 2,337 12,500 SH   SOLE   0 0 12,500
ANNALY CAPITAL MANAGEMENT IN COM 035710409 481 68,303 SH   SOLE   0 0 68,303
ANTHEM INC COM 036752103 4,470 9,100 SH   SOLE   0 0 9,100
APPLIED MATLS INC COM 038222105 3,598 27,300 SH   SOLE   0 0 27,300
ARCH CAP GROUP LTD ORD G0450A105 1,336 27,600 SH   SOLE   0 0 27,600
ARMSTRONG WORLD INDS INC NEW COM 04247X102 6,742 74,900 SH   SOLE   23,300 0 51,600
ASHLAND GLOBAL HLDGS INC COM 044186104 1,673 17,000 SH   SOLE   0 0 17,000
ASSURANT INC COM 04621X108 2,455 13,500 SH   SOLE   0 0 13,500
ATLANTICA SUSTAINABLE INFR P SHS G0751N103 2,946 84,000 SH   SOLE   0 0 84,000
AUTODESK INC COM 052769106 3,987 18,600 SH   SOLE   0 0 18,600
AVANGRID INC COM 05351W103 1,645 35,200 SH   SOLE   0 0 35,200
BAKER HUGHES COMPANY CL A 05722G100 9,834 270,081 SH   SOLE   84,473 0 185,608
BK OF AMERICA CORP COM 060505104 6,249 151,590 SH   SOLE   69,102 0 82,488
BERRY GLOBAL GROUP INC COM 08579W103 3,767 65,000 SH   SOLE   0 0 65,000
BLACK HILLS CORP COM 092113109 2,049 26,600 SH   SOLE   0 0 26,600
BLACKSTONE STRATEGIC CREDIT COM SHS BEN IN 09257R101 821 62,884 SH   SOLE   0 0 62,884
BRISTOL-MYERS SQUIBB CO COM 110122108 4,491 61,500 SH   SOLE   0 0 61,500
BRUNSWICK CORP COM 117043109 1,828 22,600 SH   SOLE   100 0 22,500
CANADIAN PAC RY LTD COM 13645T100 4,560 55,240 SH   SOLE   0 0 55,240
CASEYS GEN STORES INC COM 147528103 1,288 6,500 SH   SOLE   0 0 6,500
CATERPILLAR INC COM 149123101 1,677 7,525 SH   SOLE   25 0 7,500
CDW CORP COM 12514G108 2,254 12,600 SH   SOLE   0 0 12,600
CEDAR REALTY TRUST INC COM NEW 150602605 1,716 62,068 SH   SOLE   0 0 62,068
CHART INDS INC COM 16115Q308 13,306 77,462 SH   SOLE   15,862 0 61,600
CHEMOURS CO COM 163851108 599 19,015 SH   SOLE   215 0 18,800
CIGNA CORP NEW COM 125523100 2,420 10,100 SH   SOLE   0 0 10,100
COMCAST CORP NEW CL A 20030N101 1,187 25,350 SH   SOLE   150 0 25,200
CRANE CO COM 224399105 1,581 14,600 SH   SOLE   0 0 14,600
CSX CORP COM 126408103 3,614 96,500 SH   SOLE   300 0 96,200
CUMMINS INC COM 231021106 4,333 21,125 SH   SOLE   25 0 21,100
DARLING INGREDIENTS INC COM 237266101 4,268 53,100 SH   SOLE   0 0 53,100
DIAMONDBACK ENERGY INC COM 25278X109 14,053 102,517 SH   SOLE   29,517 0 73,000
DIREXION SHS ETF TR DRX S&P500BULL 25459W862 2,403 20,058 SH   SOLE   0 0 20,058
DIREXION SHS ETF TR DLY SMCAP BULL3X 25459W847 819 13,000 SH   SOLE   0 0 13,000
DUKE ENERGY CORP NEW COM NEW 26441C204 2,557 22,900 SH   SOLE   0 0 22,900
EAGLE MATLS INC COM 26969P108 4,493 35,000 SH   SOLE   0 0 35,000
EASTMAN CHEM CO COM 277432100 2,364 21,100 SH   SOLE   0 0 21,100
EATON CORP PLC SHS G29183103 668 4,400 SH   SOLE   0 0 4,400
EBAY INC. COM 278642103 3,130 54,661 SH   SOLE   34,961 0 19,700
EMCOR GROUP INC COM 29084Q100 1,746 15,500 SH   SOLE   0 0 15,500
ENERSYS COM 29275Y102 3,065 41,100 SH   SOLE   0 0 41,100
EOG RES INC COM 26875P101 6,021 50,500 SH   SOLE   0 0 50,500
EPAM SYS INC COM 29414B104 8,116 27,361 SH   SOLE   6,931 0 20,430
EQUITABLE HLDGS INC COM 29452E101 1,008 32,600 SH   SOLE   0 0 32,600
EQUITY DISTR ACQUISITION COR COM CL A 29465E106 562 56,840 SH   SOLE   0 0 56,840
EURONET WORLDWIDE INC COM 298736109 9,055 69,577 SH   SOLE   16,827 0 52,750
EVEREST RE GROUP LTD COM G3223R108 1,326 4,400 SH   SOLE   0 0 4,400
EVERGY INC COM 30034W106 3,861 56,500 SH   SOLE   0 0 56,500
EVERSOURCE ENERGY COM 30040W108 1,711 19,400 SH   SOLE   0 0 19,400
EXTREME NETWORKS INC COM 30226D106 3,498 286,479 SH   SOLE   0 0 286,479
FIVE BELOW INC COM 33829M101 6,251 39,472 SH   SOLE   16,472 0 23,000
GENPACT LIMITED SHS G3922B107 4,086 93,900 SH   SOLE   0 0 93,900
GENUINE PARTS CO COM 372460105 3,264 25,900 SH   SOLE   0 0 25,900
GLOBAL PMTS INC COM 37940X102 10,410 76,075 SH   SOLE   14,620 0 61,455
GREEN BRICK PARTNERS INC COM 392709101 1,686 85,308 SH   SOLE   0 0 85,308
HEXCEL CORP NEW COM 428291108 4,401 74,000 SH   SOLE   0 0 74,000
HUBBELL INC COM 443510607 2,260 12,300 SH   SOLE   0 0 12,300
HUNTINGTON BANCSHARES INC COM 446150104 2,206 150,900 SH   SOLE   0 0 150,900
INTERNATIONAL PAPER CO COM 460146103 1,615 35,000 SH   SOLE   0 0 35,000
IQVIA HLDGS INC COM 46266C105 2,113 9,138 SH   SOLE   0 0 9,138
HUNT J B TRANS SVCS INC COM 445658107 3,514 17,500 SH   SOLE   0 0 17,500
JPMORGAN CHASE & CO COM 46625H100 7,489 54,940 SH   SOLE   17,387 0 37,553
KAISER ALUMINUM CORP COM PAR $0.01 483007704 2,919 31,000 SH   SOLE   0 0 31,000
KB HOME COM 48666K109 735 22,700 SH   SOLE   0 0 22,700
KEARNY FINL CORP MD COM 48716P108 7,343 570,106 SH   SOLE   175,606 0 394,500
LEGGETT & PLATT INC COM 524660107 1,580 45,400 SH   SOLE   0 0 45,400
LINCOLN NATL CORP IND COM 534187109 5,523 84,500 SH   SOLE   0 0 84,500
LIVE OAK MOBILITY ACQUISI CO COM CL A 538126103 158 16,155 SH   SOLE   0 0 16,155
LOCKHEED MARTIN CORP COM 539830109 3,002 6,800 SH   SOLE   0 0 6,800
LOUISIANA PAC CORP COM 546347105 3,665 59,000 SH   SOLE   0 0 59,000
LPL FINL HLDGS INC COM 50212V100 8,939 48,932 SH   SOLE   18,532 0 30,400
LULULEMON ATHLETICA INC COM 550021109 5,054 13,837 SH   SOLE   7,537 0 6,300
M D C HLDGS INC COM 552676108 2,338 61,776 SH   SOLE   0 0 61,776
MAGNA INTL INC COM 559222401 3,997 62,157 SH   SOLE   33,957 0 28,200
MANPOWERGROUP INC WIS COM 56418H100 6,387 68,004 SH   SOLE   21,904 0 46,100
MARSH & MCLENNAN COS INC COM 571748102 1,244 7,300 SH   SOLE   0 0 7,300
MARTIN MARIETTA MATLS INC COM 573284106 5,394 14,015 SH   SOLE   15 0 14,000
MASCO CORP COM 574599106 2,856 56,000 SH   SOLE   0 0 56,000
MASTEC INC COM 576323109 2,961 34,000 SH   SOLE   0 0 34,000
MASTERCARD INCORPORATED CL A 57636Q104 14,467 40,480 SH   SOLE   6,451 0 34,029
MICRON TECHNOLOGY INC COM 595112103 3,552 45,600 SH   SOLE   0 0 45,600
MONARCH CASINO & RESORT INC COM 609027107 8,095 92,800 SH   SOLE   19,400 0 73,400
MORGAN STANLEY COM NEW 617446448 1,180 13,500 SH   SOLE   0 0 13,500
MYERS INDS INC COM 628464109 3,607 167,000 SH   SOLE   0 0 167,000
NATIONAL FUEL GAS CO COM 636180101 2,803 40,800 SH   SOLE   0 0 40,800
NCR CORP NEW COM 62886E108 3,657 91,000 SH   SOLE   0 0 91,000
NEENAH INC COM 640079109 2,011 50,700 SH   SOLE   0 0 50,700
NEW JERSEY RES CORP COM 646025106 2,229 48,600 SH   SOLE   0 0 48,600
NEW YORK CMNTY BANCORP INC COM 649445103 2,654 247,535 SH   SOLE   0 0 247,535
NEXSTAR MEDIA GROUP INC CL A 65336K103 3,393 18,000 SH   SOLE   0 0 18,000
NEXTERA ENERGY INC COM 65339F101 2,228 26,300 SH   SOLE   0 0 26,300
NIKE INC CL B 654106103 9,162 68,092 SH   SOLE   22,792 0 45,300
NISOURCE INC COM 65473P105 1,487 46,751 SH   SOLE   0 0 46,751
NRG ENERGY INC COM NEW 629377508 6,349 165,500 SH   SOLE   0 0 165,500
NUVEEN EMERGING MKTS DEBT 20 COM 67077P101 2,457 351,040 SH   SOLE   0 0 351,040
NXP SEMICONDUCTORS N V COM N6596X109 7,398 39,973 SH   SOLE   1,186 0 38,787
OCEANFIRST FINL CORP COM 675234108 2,458 122,300 SH   SOLE   0 0 122,300
OLD DOMINION FREIGHT LINE IN COM 679580100 3,584 12,000 SH   SOLE   0 0 12,000
ONE GAS INC COM 68235P108 1,782 20,200 SH   SOLE   0 0 20,200
OSHKOSH CORP COM 688239201 3,422 34,000 SH   SOLE   0 0 34,000
OTTER TAIL CORP COM 689648103 2,694 43,100 SH   SOLE   0 0 43,100
PACKAGING CORP AMER COM 695156109 4,324 27,700 SH   SOLE   0 0 27,700
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 199 10,000 SH   SOLE   0 0 10,000
PHILIP MORRIS INTL INC COM 718172109 1,409 15,000 SH   SOLE   0 0 15,000
PHILLIPS 66 COM 718546104 2,505 29,000 SH   SOLE   0 0 29,000
PIONEER NAT RES CO COM 723787107 3,750 15,000 SH   SOLE   0 0 15,000
PRIMORIS SVCS CORP COM 74164F103 2,025 85,000 SH   SOLE   0 0 85,000
PRUDENTIAL FINL INC COM 744320102 3,722 31,500 SH   SOLE   0 0 31,500
PULTE GROUP INC COM 745867101 1,806 43,100 SH   SOLE   0 0 43,100
QORVO INC COM 74736K101 4,008 32,300 SH   SOLE   0 0 32,300
RENAISSANCERE HLDGS LTD COM G7496G103 1,411 8,900 SH   SOLE   0 0 8,900
RENT A CTR INC NEW COM 76009N100 605 24,000 SH   SOLE   0 0 24,000
RIVERNORTH SPECIALTY FIN COR COM 76882B108 311 16,045 SH   SOLE   0 0 16,045
SAIA INC COM 78709Y105 1,951 8,000 SH   SOLE   0 0 8,000
SCIENCE APPLICATIONS INTL CO COM 808625107 3,678 39,900 SH   SOLE   0 0 39,900
SEMPRA COM 816851109 2,690 16,000 SH   SOLE   0 0 16,000
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 3,387 66,600 SH   SOLE   0 0 66,600
SKECHERS U S A INC CL A 830566105 1,851 45,400 SH   SOLE   0 0 45,400
SKYWORKS SOLUTIONS INC COM 83088M102 9,362 70,242 SH   SOLE   16,376 0 53,866
SOLAREDGE TECHNOLOGIES INC COM 83417M104 5,577 17,300 SH   SOLE   0 0 17,300
SOUTHWESTERN ENERGY CO COM 845467109 5,736 800,000 SH   SOLE   0 0 800,000
TD SYNNEX CORPORATION COM 87162W100 5,542 53,700 SH   SOLE   0 0 53,700
TE CONNECTIVITY LTD SHS H84989104 1,179 9,000 SH   SOLE   0 0 9,000
TEMPLETON GLOBAL INCOME FD COM 880198106 8,236 1,637,359 SH   SOLE   0 0 1,637,359
TEREX CORP NEW COM 880779103 5,014 140,600 SH   SOLE   54,200 0 86,400
TEXAS INSTRS INC COM 882508104 2,477 13,500 SH   SOLE   0 0 13,500
TEXAS ROADHOUSE INC COM 882681109 1,507 18,000 SH   SOLE   0 0 18,000
TRANE TECHNOLOGIES PLC SHS G8994E103 2,529 16,560 SH   SOLE   60 0 16,500
TRINITY INDS INC COM 896522109 6,515 189,603 SH   SOLE   102,803 0 86,800
TRUIST FINL CORP COM 89832Q109 2,217 39,100 SH   SOLE   0 0 39,100
US BANCORP DEL COM NEW 902973304 1,573 29,600 SH   SOLE   0 0 29,600
UGI CORP NEW COM 902681105 1,720 47,495 SH   SOLE   0 0 47,495
ULTA BEAUTY INC COM 90384S303 3,226 8,100 SH   SOLE   0 0 8,100
UNION PAC CORP COM 907818108 6,300 23,059 SH   SOLE   9,730 0 13,329
UNITEDHEALTH GROUP INC COM 91324P102 7,761 15,219 SH   SOLE   19 0 15,200
UNITIL CORP COM 913259107 1,561 31,289 SH   SOLE   0 0 31,289
UNIVERSAL DISPLAY CORP COM 91347P105 3,990 23,900 SH   SOLE   0 0 23,900
V F CORP COM 918204108 1,706 30,000 SH   SOLE   0 0 30,000
VALERO ENERGY CORP COM 91913Y100 4,265 42,000 SH   SOLE   0 0 42,000
VALMONT INDS INC COM 920253101 3,645 15,275 SH   SOLE   0 0 15,275
VERTICAL CAP INCOME FD SHS BEN INT 92535C104 3,493 349,316 SH   SOLE   0 0 349,316
VISA INC COM CL A 92826C839 6,017 27,130 SH   SOLE   0 0 27,130
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 5,046 303,600 SH   SOLE   0 0 303,600
GRAINGER W W INC COM 384802104 2,888 5,600 SH   SOLE   0 0 5,600
WEBSTER FINL CORP COM 947890109 1,397 24,900 SH   SOLE   0 0 24,900
WHIRLPOOL CORP COM 963320106 2,073 12,000 SH   SOLE   0 0 12,000
XCEL ENERGY INC COM 98389B100 2,584 35,800 SH   SOLE   0 0 35,800
XEROX HOLDINGS CORP COM NEW 98421M106 1,948 96,600 SH   SOLE   0 0 96,600
XYLEM INC COM 98419M100 1,535 18,000 SH   SOLE   0 0 18,000