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
ACI WORLDWIDE INC COM 004498101 3,094 148,000 SH   SOLE   148,000 0 0
ACUITY BRANDS INC COM 00508Y102 2,047 13,000 SH   SOLE   13,000 0 0
AMDOCS LTD SHS G02602103 3,939 9,000 SH   SOLE   9,000 0 0
APPLIED INDUSTRIAL TECH INC COM 03820C105 10,556 102,698 SH   SOLE   102,698 0 0
CABOT CORP COM 127055101 3,027 47,380 SH   SOLE   47,380 0 0
COTERRA ENERGY INC COM 127097103 11,863 454,160 SH   SOLE   454,160 0 0
CRANE CO COM 224399105 7,222 82,500 SH   SOLE   82,500 0 0
CSG SYS INTL INC COM 126349109 17,777 336,180 SH   SOLE   336,180 0 0
CURTISS-WRIGHT CORP COM 231561101 2,922 21,000 SH   SOLE   21,000 0 0
DEVON ENERGY CORP COM 25179M103 962 16,000 SH   SOLE   16,000 0 0
DOLBY LABORATORIES INC-CL A COM 25659T107 586 9,000 SH   SOLE   9,000 0 0
EAGLE MATERIALS INC COM 26969P108 536 5,000 SH   SOLE   5,000 0 0
EMCOR GROUP INC COM 29084Q100 20,691 179,170 SH   SOLE   179,170 0 0
EOG RESOURCES INC COM 26875P101 12,458 111,500 SH   SOLE   111,500 0 0
EPLUS INC COM 294268107 1,952 47,000 SH   SOLE   47,000 0 0
EVO PAYMENTS INC-CLASS A COM 26927E104 2,243 67,367 SH   SOLE   67,367 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106 4,270 56,500 SH   SOLE   56,500 0 0
FISERV INC COM 337738108 3,276 35,013 SH   SOLE   35,013 0 0
GLOBAL PAYMENTS INC COM 37940X102 28,732 265,912 SH   SOLE   265,912 0 0
HURCO COMPANIES INC COM 447324104 1,974 87,813 SH   SOLE   87,813 0 0
INSPERITY INC COM 45778Q107 23,909 234,198 SH   SOLE   234,198 0 0
INSTEEL INDUSTRIES INC COM 45774W108 1,949 73,500 SH   SOLE   73,500 0 0
JUNIPER NETWORKS INC COM 48203R104 1,905 72,928 SH   SOLE   72,928 0 0
KORN FERRY COM 500643200 2,066 44,000 SH   SOLE   44,000 0 0
KULICKE & SOFFA INDUSTRIES COM 501242101 1,849 48,000 SH   SOLE   48,000 0 0
LCI INDUSTRIES COM 50189K103 4,015 39,572 SH   SOLE   39,572 0 0
LUMENTUM HOLDINGS INC COM 55024U109 1,851 27,000 SH   SOLE   27,000 0 0
MATADOR RESOURCES CO COM 576485205 28,951 591,808 SH   SOLE   591,808 0 0
MKS INSTRUMENTS INC COM 55306N104 25,265 305,714 SH   SOLE   305,714 0 0
MSC INDUSTRIAL DIRECT CO-A COM 553530106 7,190 98,750 SH   SOLE   98,750 0 0
NETAPP INC COM 64110D104 1,918 31,000 SH   SOLE   31,000 0 0
ONTO INNOVATION INC COM 683344105 12,155 189,775 SH   SOLE   189,775 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 28,831 133,150 SH   SOLE   133,150 0 0
PRIMORIS SERVICES CORP COM 74164F103 7,502 461,675 SH   SOLE   461,675 0 0
PULTEGROUP INC COM 745867101 2,832 75,500 SH   SOLE   75,500 0 0
ROLLINS INC COM 775711104 33,420 963,670 SH   SOLE   963,670 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 784 10,000 SH   SOLE   10,000 0 0
TERADATA CORP COM 88076W103 737 23,750 SH   SOLE   23,750 0 0
TETRA TECH INC COM 88162G103 27,051 210,465 SH   SOLE   210,465 0 0
THOR INDUSTRIES COM 885160101 14,484 206,984 SH   SOLE   206,984 0 0
VALMONT INDUSTRIES COM 920253101 10,439 38,862 SH   SOLE   38,862 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 2,200 123,700 SH   SOLE   123,700 0 0
WABTEC CORP COM 929740108 18,784 230,900 SH   SOLE   230,900 0 0
XEROX HOLDINGS CORP COM 98421M106 1,942 148,500 SH   SOLE   148,500 0 0