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   13,053,029 1,015,010 SH   SOLE 1 959,367 55,643 0
AerCap Holdings NV COM N00985106   310,696,722 3,040,978 SH   SOLE 1 2,245,584 795,394 0
Affiliated Managers Group, Inc. COM 008252108   101,868,019 606,249 SH   SOLE 1 577,976 28,273 0
Air Lease Corporation Class A CL A 00912X302   92,972,933 1,924,507 SH   SOLE 1 1,848,454 76,053 0
Amcor PLC COM G0250X107   1,349,270 139,100 SH   SOLE   139,100 0 0
Ameriprise Financial, Inc. COM 03076C106   381,168,850 787,360 SH   SOLE 1 606,888 180,472 0
Aptiv PLC COM G3265R107   4,959,028 83,345 SH   SOLE   83,345 0 0
Arrow Electronics, Inc. COM 042735100   148,761,394 1,432,740 SH   SOLE 1 1,006,125 426,615 0
Assurant, Inc. COM 04621X108   150,056,409 715,406 SH   SOLE 1 681,339 34,067 0
Berry Global Group Inc COM 08579W103   121,538,372 1,740,988 SH   SOLE 1 1,647,867 93,121 0
Centene Corporation COM 15135B101   135,768,809 2,236,350 SH   SOLE 1 2,110,751 125,599 0
Cigna Group COM 125523100   263,294,423 800,287 SH   SOLE 1 614,132 186,155 0
CNH Industrial NV COM N20944109   7,766,916 632,485 SH   SOLE   632,485 0 0
Concentrix Corporation COM 20602D101   69,811,897 1,254,707 SH   SOLE 1 830,974 423,733 0
Corpay, Inc. COM 219948106   252,158,037 723,096 SH   SOLE 1 680,111 42,985 0
Crown Holdings, Inc. COM 228368106   5,613,918 62,894 SH   SOLE   62,894 0 0
eBay Inc. COM 278642103   270,234,776 3,989,883 SH   SOLE 1 3,101,657 888,226 0
Expedia Group, Inc. COM 30212P303   290,968,661 1,730,926 SH   SOLE 1 1,300,344 430,582 0
F5, Inc. COM 315616102   283,870,713 1,066,101 SH   SOLE 1 785,582 280,519 0
Fidelity National Information Services, Inc. COM 31620M106   303,383,542 4,062,447 SH   SOLE 1 3,150,592 911,855 0
Flex Ltd COM Y2573F102   284,655,683 8,605,069 SH   SOLE 1 6,296,168 2,308,901 0
Gen Digital Inc. COM 668771108   226,599,422 8,538,034 SH   SOLE 1 6,323,444 2,214,590 0
Global Payments Inc. COM 37940X102   178,015,427 1,817,968 SH   SOLE 1 1,392,419 425,549 0
HCA Healthcare Inc COM 40412C101   263,816,367 763,468 SH   SOLE 1 559,118 204,350 0
Henry Schein, Inc. COM 806407102   123,395,762 1,801,661 SH   SOLE 1 1,722,533 79,128 0
Johnson Controls International plc COM G51502105   301,647,075 3,765,411 SH   SOLE 1 2,922,593 842,818 0
Lear Corporation COM 521865204   93,532,256 1,060,216 SH   SOLE 1 697,083 363,133 0
Lithia Motors, Inc. COM 536797103   147,661,775 503,038 SH   SOLE 1 343,926 159,112 0
Nintendo Co., Ltd. Unsponsored ADR SPONSORED ADR 654445303   3,769,158 219,520 SH   SOLE   219,520 0 0
NRG Energy, Inc. COM 629377508   340,618,558 3,568,181 SH   SOLE 1 2,643,008 925,173 0
NXP Semiconductors NV COM N6596X109   5,003,710 26,327 SH   SOLE   26,327 0 0
Primerica, Inc. COM 74164M108   165,214,621 580,658 SH   SOLE 1 558,581 22,077 0
Suncor Energy Inc. COM 867224107   290,437,825 5,212,452 SH   SOLE 1 4,935,852 276,600 0
TD SYNNEX Corporation COM 87162W100   132,119,125 1,270,865 SH   SOLE 1 847,190 423,675 0
Uber Technologies, Inc. COM 90353T100   222,013,746 3,047,128 SH   SOLE 1 2,870,429 176,699 0
United Rentals, Inc. COM 911363109   357,423,304 570,326 SH   SOLE 1 453,716 116,610 0
WESCO International, Inc. COM 95082P105   107,403,772 691,589 SH   SOLE 1 661,378 30,211 0
WEX Inc. COM 96208T104   129,728,040 826,188 SH   SOLE 1 583,486 242,702 0