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
FEDEX CORP COM 31428X106   3,708,880 14,000 SH   SOLE   14,000 0 0
MCKESSON CORP COM 58155Q103   3,261,375 7,500 SH   SOLE   7,500 0 0
TEREX CORP NEW COM 880779103   2,881,000 50,000 SH   SOLE   50,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   2,756,000 40,000 SH   SOLE   40,000 0 0
O-I GLASS INC COM 67098H104   2,178,246 130,200 SH   SOLE   130,200 0 0
TEMPUR SEALY INTL INC COM 88023U101   2,167,000 50,000 SH   SOLE   50,000 0 0
SPROUTS FMRS MKT INC COM 85208M102   2,140,000 50,000 SH   SOLE   50,000 0 0
ACME UTD CORP COM 004816104   2,092,300 70,000 SH   SOLE   70,000 0 0
ARCH RESOURCES INC CL A 03940R107   2,047,920 12,000 SH   SOLE   12,000 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   1,886,574 8,200 SH   SOLE   8,200 0 0
THE CIGNA GROUP COM 125523100   1,859,455 6,500 SH   SOLE   6,500 0 0
KB HOME COM 48666K109   1,851,200 40,000 SH   SOLE   40,000 0 0
ALPHABET INC CAP STK CL A 02079K305   1,832,040 14,000 SH   SOLE   14,000 0 0
AIR LEASE CORP CL A 00912X302   1,773,450 45,000 SH   SOLE   45,000 0 0
ARROW ELECTRS INC COM 042735100   1,753,360 14,000 SH   SOLE   14,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,741,200 30,000 SH   SOLE   30,000 0 0
DISCOVER FINL SVCS COM 254709108   1,732,600 20,000 SH   SOLE   20,000 0 0
TAPESTRY INC COM 876030107   1,581,250 55,000 SH   SOLE   55,000 0 0
BRUNSWICK CORP COM 117043109   1,580,000 20,000 SH   SOLE   20,000 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104   1,492,000 50,000 SH   SOLE   50,000 0 0
CALERES INC COM 129500104   1,438,000 50,000 SH   SOLE   50,000 0 0
METLIFE INC COM 59156R108   1,409,184 22,400 SH   SOLE   22,400 0 0
PRUDENTIAL FINL INC COM 744320102   1,385,394 14,600 SH   SOLE   14,600 0 0
WHIRLPOOL CORP COM 963320106   1,337,000 10,000 SH   SOLE   10,000 0 0
CRANE COMPANY COMMON STOCK 224408104   1,332,600 15,000 SH   SOLE   15,000 0 0
BGC GROUP INC CL A 088929104   1,320,000 250,000 SH   SOLE   250,000 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   1,290,330 9,000 SH   SOLE   9,000 0 0
DXC TECHNOLOGY CO COM 23355L106   1,253,966 60,200 SH   SOLE   60,200 0 0
ESCALADE INC COM 296056104   1,224,800 80,000 SH   SOLE   80,000 0 0
TIMKEN CO COM 887389104   1,219,934 16,600 SH   SOLE   16,600 0 0
BLACKSTONE INC COM 09260D107   1,218,182 11,370 SH   SOLE   11,370 0 0
TITAN INTL INC ILL COM 88830M102   1,208,700 90,000 SH   SOLE   90,000 0 0
INTEL CORP COM 458140100   1,168,173 32,860 SH   SOLE   32,860 0 0
HOOKER FURNISHINGS CORPORATI COM 439038100   1,167,000 60,000 SH   SOLE   60,000 0 0
GILEAD SCIENCES INC COM 375558103   1,124,100 15,000 SH   SOLE   15,000 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   1,112,454 98,100 SH   SOLE   98,100 0 0
FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106   1,111,033 51,580 SH   SOLE   51,580 0 0
QUALCOMM INC COM 747525103   1,110,600 10,000 SH   SOLE   10,000 0 0
M D C HLDGS INC COM 552676108   1,106,036 26,826 SH   SOLE   26,826 0 0
BRINKER INTL INC COM 109641100   1,105,650 35,000 SH   SOLE   35,000 0 0
PACCAR INC COM 693718108   1,094,207 12,870 SH   SOLE   12,870 0 0
RYDER SYS INC COM 783549108   1,083,404 10,130 SH   SOLE   10,130 0 0
GUESS INC COM 401617105   1,082,000 50,000 SH   SOLE   50,000 0 0
COMCAST CORP NEW CL A 20030N101   1,069,924 24,130 SH   SOLE   24,130 0 0
LCI INDS COM 50189K103   1,068,522 9,100 SH   SOLE   9,100 0 0
INVESCO LTD SHS G491BT108   1,065,768 73,400 SH   SOLE   73,400 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   1,038,425 16,330 SH   SOLE   16,330 0 0
APPLE INC COM 037833100   1,027,260 6,000 SH   SOLE   6,000 0 0
B. RILEY FINANCIAL INC COM 05580M108   1,024,750 25,000 SH   SOLE   25,000 0 0
VISTA OUTDOOR INC COM 928377100   993,600 30,000 SH   SOLE   30,000 0 0
OPEN TEXT CORP COM 683715106   993,330 28,300 SH   SOLE   28,300 0 0
VIATRIS INC COM 92556V106   986,000 100,000 SH   SOLE   100,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   967,834 10,220 SH   SOLE   10,220 0 0
MAGNA INTL INC COM 559222401   964,980 18,000 SH   SOLE   18,000 0 0
CISCO SYS INC COM 17275R102   958,003 17,820 SH   SOLE   17,820 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   945,400 20,000 SH   SOLE   20,000 0 0
STANLEY BLACK & DECKER INC COM 854502101   935,260 11,190 SH   SOLE   11,190 0 0
CRAWFORD & CO CL A 224633206   934,000 100,000 SH   SOLE   100,000 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   926,067 4,100 SH   SOLE   4,100 0 0
HASBRO INC COM 418056107   916,039 13,850 SH   SOLE   13,850 0 0
FORD MTR CO DEL COM 345370860   910,013 73,270 SH   SOLE   73,270 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   900,266 17,420 SH   SOLE   17,420 0 0
PATTERSON COS INC COM 703395103   886,236 29,900 SH   SOLE   29,900 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   885,787 13,470 SH   SOLE   13,470 0 0
AXIS CAP HLDGS LTD SHS G0692U109   878,808 15,590 SH   SOLE   15,590 0 0
DOW INC COM 260557103   865,692 16,790 SH   SOLE   16,790 0 0
AMGEN INC COM 031162100   862,720 3,210 SH   SOLE   3,210 0 0
TRAVEL PLUS LEISURE CO COM 894164102   862,053 23,470 SH   SOLE   23,470 0 0
CONOCOPHILLIPS COM 20825C104   861,362 7,190 SH   SOLE   7,190 0 0
MANULIFE FINL CORP COM 56501R106   858,063 46,940 SH   SOLE   46,940 0 0
INTERNATIONAL PAPER CO COM 460146103   857,665 24,180 SH   SOLE   24,180 0 0
MEDTRONIC PLC SHS G5960L103   853,340 10,890 SH   SOLE   10,890 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   840,397 5,990 SH   SOLE   5,990 0 0
ALASKA AIR GROUP INC COM 011659109   838,008 22,600 SH   SOLE   22,600 0 0
CRANE NXT CO COM 224441105   833,550 15,000 SH   SOLE   15,000 0 0
MORGAN STANLEY COM NEW 617446448   810,983 9,930 SH   SOLE   9,930 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106   808,200 180,000 SH   SOLE   180,000 0 0
CORNING INC COM 219350105   807,150 26,490 SH   SOLE   26,490 0 0
WESTERN UN CO COM 959802109   800,158 60,710 SH   SOLE   60,710 0 0
ENERGIZER HLDGS INC NEW COM 29272W109   799,718 24,960 SH   SOLE   24,960 0 0
EASTMAN CHEM CO COM 277432100   794,052 10,350 SH   SOLE   10,350 0 0
CNA FINL CORP COM 126117100   781,491 19,860 SH   SOLE   19,860 0 0
FRANKLIN RESOURCES INC COM 354613101   776,974 31,610 SH   SOLE   31,610 0 0
OMNICOM GROUP INC COM 681919106   775,337 10,410 SH   SOLE   10,410 0 0
ALTRIA GROUP INC COM 02209S103   774,141 18,410 SH   SOLE   18,410 0 0
SHOE CARNIVAL INC COM 824889109   768,960 32,000 SH   SOLE   32,000 0 0
GENERAL MTRS CO COM 37045V100   768,201 23,300 SH   SOLE   23,300 0 0
CITIGROUP INC COM NEW 172967424   766,663 18,640 SH   SOLE   18,640 0 0
RIO TINTO PLC SPONSORED ADR 767204100   756,043 11,880 SH   SOLE   11,880 0 0
UNITED PARCEL SERVICE INC CL B 911312106   751,293 4,820 SH   SOLE   4,820 0 0
MANPOWERGROUP INC WIS COM 56418H100   745,664 10,170 SH   SOLE   10,170 0 0
HAMILTON BEACH BRANDS HLDG C COM CL A 40701T104   744,600 60,000 SH   SOLE   60,000 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   742,554 54,680 SH   SOLE   54,680 0 0
KOHLS CORP COM 500255104   733,600 35,000 SH   SOLE   35,000 0 0
BEST BUY INC COM 086516101   726,656 10,460 SH   SOLE   10,460 0 0
GEOPARK LTD USD SHS G38327105   719,600 70,000 SH   SOLE   70,000 0 0
KRAFT HEINZ CO COM 500754106   698,030 20,750 SH   SOLE   20,750 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108   697,680 20,400 SH   SOLE   20,400 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   690,333 21,300 SH   SOLE   21,300 0 0
NATIONAL FUEL GAS CO COM 636180101   684,174 13,180 SH   SOLE   13,180 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103   666,600 30,000 SH   SOLE   30,000 0 0
LEGGETT & PLATT INC COM 524660107   664,217 26,140 SH   SOLE   26,140 0 0
3M CO COM 88579Y101   658,149 7,030 SH   SOLE   7,030 0 0
AMCOR PLC ORD G0250X107   645,505 70,470 SH   SOLE   70,470 0 0
DOMINION ENERGY INC COM 25746U109   609,299 13,640 SH   SOLE   13,640 0 0
DENNYS CORP COM 24869P104   592,900 70,000 SH   SOLE   70,000 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106   590,016 8,780 SH   SOLE   8,780 0 0
NEWELL BRANDS INC COM 651229106   581,171 64,360 SH   SOLE   64,360 0 0
ACCO BRANDS CORP COM 00081T108   574,000 100,000 SH   SOLE   100,000 0 0
SAGA COMMUNICATIONS INC CL A NEW 786598300   536,500 25,000 SH   SOLE   25,000 0 0
TOWNSQUARE MEDIA INC CL A 892231101   523,200 60,000 SH   SOLE   60,000 0 0
ORGANON & CO COMMON STOCK 68622V106   521,668 30,050 SH   SOLE   30,050 0 0
MKS INSTRS INC COM 55306N104   519,240 6,000 SH   SOLE   6,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   503,736 22,650 SH   SOLE   22,650 0 0
FOOT LOCKER INC COM 344849104   395,060 22,770 SH   SOLE   22,770 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   322,716 5,770 SH   SOLE   5,770 0 0
AMC NETWORKS INC CL A 00164V103   235,600 20,000 SH   SOLE   20,000 0 0