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
ADIENT PLC ORD SHS G0084W101   10,677,602 443,422 SH   SOLE   443,422 0 0
ALASKA AIR GROUP INC COM 011659109   6,969,300 140,002 SH   SOLE   140,002 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   5,939,865 339,227 SH   SOLE   339,227 0 0
ALLY FINL INC COM 02005N100   7,970,810 203,337 SH   SOLE   203,337 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106   10,467,137 63,789 SH   SOLE   63,789 0 0
ANYWHERE REAL ESTATE INC COM 75605Y106   12,860,803 1,214,429 SH   SOLE   1,214,429 0 0
ARCBEST CORP COM 03937C105   9,557,657 136,792 SH   SOLE   136,792 0 0
ARROW ELECTRS INC COM 042735100   9,363,827 77,387 SH   SOLE   77,387 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   8,466,770 34,636 SH   SOLE   34,636 0 0
AUTONATION INC COM 05329W102   11,375,165 51,996 SH   SOLE   51,996 0 0
BEST BUY INC COM 086516101   880,368 11,642 SH   SOLE   11,642 0 0
BLOOMIN BRANDS INC COM 094235108   6,606,746 921,443 SH   SOLE   921,443 0 0
BLUELINX HLDGS INC COM NEW 09624H208   5,713,833 78,186 SH   SOLE   78,186 0 0
BORGWARNER INC COM 099724106   10,308,049 234,487 SH   SOLE   234,487 0 0
BUNGE GLOBAL SA COM SHS H11356104   7,380,506 90,837 SH   SOLE   90,837 0 0
CLEARWATER PAPER CORP COM 18538R103   7,614,726 366,798 SH   SOLE   366,798 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108   10,969,756 689,055 SH   SOLE   689,055 0 0
DELEK US HLDGS INC NEW COM 24665A103   17,301,012 536,133 SH   SOLE   536,133 0 0
DXC TECHNOLOGY CO COM 23355L106   6,938,229 509,041 SH   SOLE   509,041 0 0
HF SINCLAIR CORP COM 403949100   13,861,150 264,829 SH   SOLE   264,829 0 0
HOVNANIAN ENTERPRISES INC CL A NEW 442487401   8,444,491 65,721 SH   SOLE   65,721 0 0
INGLES MKTS INC CL A 457030104   741,231 10,656 SH   SOLE   10,656 0 0
LEAR CORP COM NEW 521865204   8,533,841 84,821 SH   SOLE   84,821 0 0
LIBERTY ENERGY INC COM CL A 53115L104   7,523,143 609,655 SH   SOLE   609,655 0 0
LYFT INC CL A COM 55087P104   12,023,931 546,294 SH   SOLE   546,294 0 0
MAGNA INTL INC COM 559222401   10,332,678 218,081 SH   SOLE   218,081 0 0
MANPOWERGROUP INC WIS COM 56418H100   433,045 11,426 SH   SOLE   11,426 0 0
METALLUS INC COM 887399103   8,773,347 530,753 SH   SOLE   530,753 0 0
METHODE ELECTRS INC COM 591520200   7,800,834 1,033,223 SH   SOLE   1,033,223 0 0
MYR GROUP INC DEL COM 55405W104   8,314,127 39,966 SH   SOLE   39,966 0 0
OSHKOSH CORP COM 688239201   7,129,090 54,966 SH   SOLE   54,966 0 0
OWENS & MINOR INC NEW COM 690732102   5,990,203 1,247,959 SH   SOLE   1,247,959 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207   19,434,352 548,683 SH   SOLE   548,683 0 0
PBF ENERGY INC CL A 69318G106   9,882,183 327,550 SH   SOLE   327,550 0 0
PROPETRO HLDG CORP COM 74347M108   5,920,749 1,129,914 SH   SOLE   1,129,914 0 0
RYERSON HLDG CORP COM 783754104   8,559,493 374,431 SH   SOLE   374,431 0 0
SANMINA CORPORATION COM 801056102   7,220,045 62,723 SH   SOLE   62,723 0 0
SEABOARD CORP DEL COM 811543107   1,043,042 286 SH   SOLE   286 0 0
SONIC AUTOMOTIVE INC CL A 83545G102   11,330,181 148,905 SH   SOLE   148,905 0 0
SOUTHWEST AIRLS CO COM 844741108   10,586,206 331,752 SH   SOLE   331,752 0 0
TD SYNNEX CORPORATION COM 87162W100   8,418,387 51,410 SH   SOLE   51,410 0 0
TERNIUM SA SPONSORED ADS 880890108   861,096 24,794 SH   SOLE   24,794 0 0
TITAN INTL INC ILL COM 88830M102   7,653,298 1,012,341 SH   SOLE   1,012,341 0 0
UNITED NAT FOODS INC COM 911163103   13,724,453 364,818 SH   SOLE   364,818 0 0
WABASH NATL CORP COM 929566107   7,825,064 792,813 SH   SOLE   792,813 0 0
WORLD KINECT CORPORATION COM 981475106   8,543,077 329,213 SH   SOLE   329,213 0 0
ZUMIEZ INC COM 989817101   8,089,145 412,501 SH   SOLE   412,501 0 0