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
ARC DOCUMENT SOLUTIONS INC COM 00191G103 540 365,110 SH   SOLE   365,110 0 0
AT HOME GROUP INC COM 04650Y100 190 12,280 SH   SOLE   12,280 0 0
BIG 5 SPORTING GOODS CORP COM 08915P101 237 23,250 SH   SOLE   23,250 0 0
CHILDRENS PL INC COM 168905107 321 6,410 SH   SOLE   6,410 0 0
CRAWFORD & CO CL A 224633206 334 45,240 SH   SOLE   45,240 0 0
CRAWFORD & CO CL B 224633107 11,261 1,564,025 SH   SOLE   1,564,025 0 0
DESIGNER BRANDS INC CL A 250565108 393 51,430 SH   SOLE   51,430 0 0
EQT CORP COM 26884L109 9,649 759,188 SH   SOLE   759,188 0 0
FLOTEK INDS INC DEL COM 343389102 9,885 4,684,632 SH   SOLE   4,684,632 0 0
FLUOR CORP NEW COM 343412102 11,338 709,948 SH   SOLE   709,948 0 0
FREIGHTCAR AMER INC COM 357023100 332 137,555 SH   SOLE   137,555 0 0
GANNETT CO INC COM 36472T109 234 69,555 SH   SOLE   69,555 0 0
GOLD RESOURCE CORP COM 38068T105 191 65,555 SH   SOLE   65,555 0 0
GREENBRIER COS INC COM 393657101 700 19,250 SH   SOLE   19,250 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 473 16,100 SH   SOLE   16,100 0 0
HOOKER FURNITURE CORP COM 439038100 221 6,855 SH   SOLE   6,855 0 0
HOPE BANCORP INC COM 43940T109 129 11,825 SH   SOLE   11,825 0 0
HOUSTON WIRE & CABLE CO COM 44244K109 5,701 2,043,358 SH   SOLE   2,043,358 0 0
KBR INC COM 48242W106 521 16,830 SH   SOLE   16,830 0 0
MR COOPER GROUP INC COM 62482R107 40,761 1,313,592 SH   SOLE   1,313,592 0 0
NL INDS INC COM NEW 629156407 98 20,555 SH   SOLE   20,555 0 0
ORION GROUP HOLDINGS INC COM 68628V308 432 87,055 SH   SOLE   87,055 0 0
PITNEY BOWES INC COM 724479100 405 65,720 SH   SOLE   65,720 0 0
POTBELLY CORP COM 73754Y100 222 50,555 SH   SOLE   50,555 0 0
PZENA INVT MGMT INC CLASS A 74731Q103 810 111,010 SH   SOLE   111,010 0 0
RANGE RES CORP COM 75281A109 87 13,055 SH   SOLE   13,055 0 0
RYERSON HLDG CORP COM 783754104 598 43,850 SH   SOLE   43,850 0 0
SOUTHWESTERN ENERGY CO COM 845467109 485 162,895 SH   SOLE   162,895 0 0
UNITED NAT FOODS INC COM 911163103 464 29,050 SH   SOLE   29,050 0 0
USA TECHNOLOGIES INC COM 90328S500 10,419 994,144 SH   SOLE   994,144 0 0
CEDAR REALTY TRUST INC COM NEW 150602209 319 31,478 SH   SOLE   31,478 0 0
INTREPID POTASH COM 46121Y201 279 11,555 SH   SOLE   11,555 0 0