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
Air Transport Services Group COM 00922R105   1,512,135 109,022 SH   SOLE   0 0 0
Arcelormittal SA Luxemberg NY Registry SH 03938L203   4,012,750 175,000 SH   SOLE   0 0 0
Algoma Steel Group COM 015658107   6,905,552 992,177 SH   SOLE   0 0 0
American Axle & MFG Holdings Inc COM 024061103   926,175 132,500 SH   SOLE   0 0 0
AMREP Corp COM 032159105   2,673,118 141,360 SH   SOLE   0 0 0
Arc Document Solutions Inc COM 00191G103   2,560,008 969,700 SH   SOLE   0 0 0
Arch Resources Inc CL A 03940R107   51,391,630 337,592 SH   SOLE   0 0 0
Atkore International Group Inc COM 047649108   3,373,250 25,000 SH   SOLE   0 0 0
Bluelinx Holdings Inc COM NEW 09624H208   36,644,785 393,649 SH   SOLE   0 0 0
Brightview Holdings Inc COM 10948C107   266,000 20,000 SH   SOLE   0 0 0
Builders FirstSource Inc COM 12008R107   40,452,399 292,265 SH   SOLE   0 0 0
Carriage Services Inc COM 143905107   1,905,828 71,007 SH   SOLE   0 0 0
Civeo Corporation COM NEW 17878Y207   4,828,250 193,750 SH   SOLE   0 0 0
Colliers Intl Group Inc SUB VTG SHS 194693107   3,361,112 30,104 SH   SOLE   0 0 0
Commercial Vehicle Group Inc COM 202608105   329,878 67,322 SH   SOLE   0 0 0
Concrete Pumping Holdings Inc COM 206704108   1,148,511 191,100 SH   SOLE   0 0 0
Conduent Inc COM 206787103   3,384,079 1,038,061 SH   SOLE   0 0 0
CoreCivic Inc COM 21871N101   10,970,826 845,210 SH   SOLE   0 0 0
Consol Energy Inc New COM 20854L108   2,358,015 23,111 SH   SOLE   0 0 0
Container Store Group Inc COM 210751103   392,879 727,554 SH   SOLE   0 0 0
Dana Incorporated COM 235825205   15,723,191 1,297,293 SH   SOLE   0 0 0
Delta Apparel Inc COM 247368103   23,797 41,030 SH   SOLE   0 0 0
Destination XL Group Inc COM 25065K104   273,000 75,000 SH   SOLE   0 0 0
Ezcorp Inc CL A NON VTG 302301106   314,100 30,000 SH   SOLE   0 0 0
Fathom Holdings Inc COM 31189V109   96,836 56,300 SH   SOLE   0 0 0
Ferroglobe PLC SHS G33856108   3,510,800 655,000 SH   SOLE   0 0 0
FirstService Corp COM 33767E202   1,539,546 10,104 SH   SOLE   0 0 0
Fluent Co COM 34380C102   3,130,130 867,072 SH   SOLE   0 0 0
FS KKR Capital Corp COM 302635206   739,875 37,500 SH   SOLE   0 0 0
Garrett Motion Inc COM 366505105   781,690 91,000 SH   SOLE   0 0 0
Graftech INTL LTD COM 384313508   380,971 392,754 SH   SOLE   0 0 0
Gray Television Inc COM 389375106   453,960 87,300 SH   SOLE   0 0 0
Geo Group Inc COM 36162J106   1,148,800 80,000 SH   SOLE   0 0 0
GSI Technology COM 36241U106   87,450 33,000 SH   SOLE   0 0 0
Hallador Energy Company COM 40609P105   1,243,200 160,000 SH   SOLE   0 0 0
Hudson Technologies Inc COM 444144109   2,691,498 306,200 SH   SOLE   0 0 0
IES Holdings Inc COM 44951W106   5,830,264 41,845 SH   SOLE   0 0 0
Information Services Group Inc COM 45675Y104   1,433,665 487,641 SH   SOLE   0 0 0
Inspired Entertainment COM 45782N108   594,750 65,000 SH   SOLE   0 0 0
Kratos Defense & Sec Solutions COM NEW 50077B207   65,653 3,281 SH   SOLE   0 0 0
Lee Enterprises Inc COM 523768406   444,400 40,000 SH   SOLE   0 0 0
Lifetime Brands COM 53222Q103   7,152,214 832,621 SH   SOLE   0 0 0
Limbach Holdings Inc COM 53263P105   1,138,600 20,000 SH   SOLE   0 0 0
Manitex International Inc COM 563420108   294,675 66,518 SH   SOLE   0 0 0
Mayville Engineering Co Inc COM 578605107   4,025,156 241,606 SH   SOLE   0 0 0
Mistras Group Inc COM 60649T107   1,676,594 202,243 SH   SOLE   0 0 0
Olympic Steel Inc COM 68162K106   8,181,430 182,499 SH   SOLE   0 0 0
Oppenheimer Holdings Inc CL A NON VTG 683797104   24,144,436 503,954 SH   SOLE   0 0 0
Orion Group Hldgs Inc COM 68628V308   1,236,300 130,000 SH   SOLE   0 0 0
Park-Ohio Holdings Corp COM 700666100   1,990,915 76,899 SH   SOLE   0 0 0
Quipt Home Medical COM 74880P104   644,000 200,000 SH   SOLE   0 0 0
RadNet Inc COM 750491102   76,431,672 1,297,211 SH   SOLE   0 0 0
Ramaco Resources Inc COM CL A 75134P900   2,925,750 235,000 SH   SOLE   0 0 0
Ramaco Resources Inc COM CL B 75134P303   510,420 47,000 SH   SOLE   0 0 0
Ranger Energy Services Inc COM CL A 75282U104   263,000 25,000 SH   SOLE   0 0 0
RCI Hospitality Holdings Inc COM 74934Q108   2,613,600 60,000 SH   SOLE   0 0 0
Rimini Str Inc Del COM 76674Q107   181,723 59,193 SH   SOLE   0 0 0
RumbleOn Inc COM CL B 781386305   287,000 70,000 SH   SOLE   0 0 0
Rush Enterprises Inc Cl A CL A 781846209   854,902 20,418 SH   SOLE   0 0 0
Rush Enterprises Inc Cl B CL B 781846308   801,202 20,418 SH   SOLE   0 0 0
Ryerson Holding Corporation COM 783754104   39,950,742 2,048,756 SH   SOLE   0 0 0
Saratoga Investment Corp COM NEW 80349A208   768,327 33,847 SH   SOLE   0 0 0
Sinclair Broadcast Group Inc CL A 829226109   2,599,350 195,000 SH   SOLE   0 0 0
Sportsmans Warehouse Holdings Inc COM 84920Y106   3,884,424 1,611,794 SH   SOLE   0 0 0
Tidewater COM 88642R109   2,380,250 25,000 SH   SOLE   0 0 0
Titan International Inc COM 88830M102   370,500 50,000 SH   SOLE   0 0 0
Torrid Holdings Inc COM 89142B107   1,123,500 150,000 SH   SOLE   0 0 0
Townsquare Media Inc CL A 892231101   5,127,165 467,807 SH   SOLE   0 0 0
Nexxen International LTD SPON ADR 89484T104   757,857 134,850 SH   SOLE   0 0 0
Trimas Corp COM NEW 896215209   569,400 22,277 SH   SOLE   0 0 0
Trinseo SA SHS G9059U107   62,372 27,001 SH   SOLE   0 0 0
Tutor Perini Corp COM 901109108   19,483,386 894,554 SH   SOLE   0 0 0
Universal Stainless & Alloy COM 913837100   6,708,100 245,000 SH   SOLE   0 0 0
Victory Cap Holdings Inc COM CL A 92645B103   13,212,237 276,812 SH   SOLE   0 0 0
Village Farms International Inc COM 92707Y108   183,600 180,000 SH   SOLE   0 0 0
World Acceptance Corp COM 981419104   132,107 1,069 SH   SOLE   0 0 0
Xcel Brands Inc COM NEW 98400M101   8,850 15,000 SH   SOLE   0 0 0
Xpel Inc COM 98379L100   889,000 25,000 SH   SOLE   0 0 0