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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AES CORP COM00130H10569,4954,146,500SH SOLE14,146,50000
ALLIANCE DATA SYSTEMS CORPCOM018581108519,5523,707,646SH SOLE13,707,64600
ARCOSA INCCOM039653100159,5874,240,963SH SOLE14,240,96300
ARMSTRONG FLOORING INCCOM04238R10612,0441,222,756SH SOLE11,222,75600
BAUSCH HEALTH COS INCCOM071734107452,23517,931,594SH SOLE117,931,59400
BOOKING HLDGS INCCOM09857L10865,61535,000SH SOLE135,00000
CBRE GROUP INCCL A12504L109678,47313,225,592SH SOLE113,225,59200
CITIGROUP INCCOM NEW1729674242,207,73131,525,500SH SOLE131,525,50000
DARLING INGREDIENTS INC COM23726610134,3611,727,528SH SOLE11,727,52800
EDISON INTLCOM28102010747,187700,000SH SOLE1700,00000
ENVIVA PARTNERS LP COM UNIT29414J10751,9771,654,261SH SOLE11,654,26100
HAWAIIAN ELEC INDUSTRIES COM41987010051,2041,175,747SH SOLE11,175,74700
KKR & CO INCCL A48251W1041,281,18950,700,000SH SOLE150,700,00000
LINDBLAD EXPEDITIONS HLDGS INC COM53521910954,0713,012,298SH SOLE13,012,29800
MORGAN STANLEYCOM NEW6174464481,149,07326,228,561SH SOLE126,228,56100
PARSONS CORPORATION COM70202L10266,5321,805,000SH SOLE11,805,00000
SEAGATE TECHNOLOGY PLCSHSG7945M1071,486,84131,554,360SH SOLE131,554,36000
SLM CORPCOM78442P106380,87139,184,254SH SOLE139,184,25400
STARS GROUP INCCOM85570W100232,66413,630,000SH SOLE113,630,00000
STRATEGIC ED INC COM86272C10341,610233,765SH SOLE1233,76500
TRINITY INDS INCCOM896522109454,42521,900,000SH SOLE121,900,00000
UNIFI INC COM NEW90467720023,5921,298,402SH SOLE11,298,40200
XPO LOGISTICS INCCOM98379310057,8101,000,000SH SOLE11,000,00000