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 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 COM G0084W101   26,576,445 1,075,534 SH   SOLE 1 1,010,236 65,298 0
AerCap Holdings NV COM N00985106   298,608,233 3,203,951 SH   SOLE 1 2,376,429 827,522 0
Affiliated Managers Group, Inc. COM 008252108   104,619,576 669,651 SH   SOLE 1 636,472 33,179 0
Air Lease Corporation Class A CL A 00912X302   100,357,361 2,111,453 SH   SOLE 1 2,022,203 89,250 0
Ameriprise Financial, Inc. COM 03076C106   370,992,301 868,448 SH   SOLE 1 677,593 190,855 0
Aptiv PLC COM G6095L109   6,578,636 93,420 SH   SOLE   93,420 0 0
Arrow Electronics, Inc. COM 042735100   183,557,374 1,520,018 SH   SOLE 1 1,095,441 424,577 0
Assurant, Inc. COM 04621X108   128,807,508 774,782 SH   SOLE 1 734,804 39,978 0
Berry Global Group Inc COM 08579W103   111,344,553 1,892,006 SH   SOLE 1 1,782,727 109,279 0
Celanese Corporation COM 150870103   146,329,751 1,084,808 SH   SOLE 1 1,016,646 68,162 0
Centene Corporation COM 15135B101   153,038,898 2,308,279 SH   SOLE 1 2,160,886 147,393 0
Cigna Group COM 125523100   277,548,886 839,607 SH   SOLE 1 650,598 189,009 0
CNH Industrial NV COM N20944109   7,037,514 694,720 SH   SOLE 1 458,176 236,544 0
Concentrix Corporation COM 20602D101   80,444,700 1,271,250 SH   SOLE 1 873,117 398,133 0
Crown Holdings, Inc. COM 228368106   5,409,938 72,724 SH   SOLE   72,724 0 0
eBay Inc. COM 278642103   221,410,096 4,121,558 SH   SOLE 1 3,227,323 894,235 0
Expedia Group, Inc. COM 30212P303   227,326,781 1,804,324 SH   SOLE 1 1,364,367 439,957 0
F5, Inc. COM 315616102   195,059,431 1,132,552 SH   SOLE 1 847,729 284,823 0
Fidelity National Information Services, Inc. COM 31620M106   326,445,277 4,331,811 SH   SOLE 1 3,384,230 947,581 0
Flex Ltd. COM Y2573F102   273,281,854 9,266,933 SH   SOLE 1 6,855,628 2,411,305 0
Gen Digital Inc. COM 668771108   221,075,323 8,850,093 SH   SOLE 1 6,611,342 2,238,751 0
Global Payments Inc. COM 37940X102   175,147,198 1,811,243 SH   SOLE 1 1,404,828 406,415 0
HCA Healthcare Inc COM 40412C101   257,629,934 801,886 SH   SOLE 1 589,791 212,095 0
Johnson Controls International plc COM G51502105   264,088,700 3,973,051 SH   SOLE 1 3,109,458 863,593 0
Lear Corporation COM 521865204   122,344,950 1,071,228 SH   SOLE 1 733,552 337,676 0
Lithia Motors, Inc. COM 536797103   131,502,467 520,905 SH   SOLE 1 365,867 155,038 0
Nintendo Co., Ltd. Unsponsored ADR SPONSORED ADR 654445303   3,289,609 247,339 SH   SOLE 1 211,886 35,453 0
NRG Energy, Inc. COM 629377508   295,877,733 3,800,125 SH   SOLE 1 2,832,054 968,071 0
NXP Semiconductors NV COM N6596X109   8,055,747 29,937 SH   SOLE   29,937 0 0
Primerica, Inc. COM 74164M108   152,004,543 642,508 SH   SOLE 1 616,600 25,908 0
Suncor Energy Inc. COM 867224107   288,508,037 5,532,273 SH   SOLE 1 5,207,679 324,594 0
TD SYNNEX Corporation COM 87162W100   148,960,859 1,290,822 SH   SOLE 1 874,422 416,400 0
Uber Technologies, Inc. COM 90353T100   236,233,912 3,250,329 SH   SOLE 1 3,042,969 207,360 0
United Rentals, Inc. COM 911363109   404,744,329 625,832 SH   SOLE 1 502,337 123,495 0
WESCO International, Inc. COM 95082P105   119,436,735 753,449 SH   SOLE 1 717,996 35,453 0
WEX Inc. COM 96208T104   152,754,376 862,337 SH   SOLE 1 625,793 236,544 0