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
WILLIAMS SONOMA INCCOM9699041018,70060,000SH OTR 0060,000
ASBURY AUTOMOTIVE GROUP INCCOM0434361041,60210,000SH OTR 0010,000
PFSWEB INCCOM NEW7170982062,629230,000SH OTR 00230,000
EXTREME NETWORKS INCCOM30226D1066,288515,000SH OTR 00515,000
OLIN CORPCOM PAR $16806652053,66070,000SH OTR 0070,000
SKYLINE CHAMPION CORPORATIONCOM8308301051,37225,000SH OTR 0025,000
LOUISIANA PAC CORPCOM5463471055599,003SH OTR 009,003
EQT CORPCOM26884L1092,06560,000SH OTR 0060,000
M/I HOMES INCCOM55305B1012,21850,000SH OTR 0050,000
KB HOMECOM48666K1091,61950,000SH OTR 0050,000
BUILDERS FIRSTSOURCE INCCOM12008R1073235,000SH OTR 005,000
BLACKSTONE INCCOM09260D1074,44335,000SH OTR 0035,000
BLUELINX HLDGS INCCOM NEW09624H2088,626120,000SH OTR 00120,000
SIERRA WIRELESS INCCOM8265161068,298460,000SH OTR 00460,000
MR COOPER GROUP INCCOM62482R10745710,001SH OTR 0010,001
KKR & CO INCCOM48251W1044,97085,000SH OTR 0085,000
CENTURY CMNTYS INCCOM1565043001,33925,000SH OTR 0025,000
ARCELORMITTAL SA LUXEMBOURGNY REGISTRY SH03938L2032,72185,000SH OTR 0085,000
MERCHANTS BANCORP INDCOM58844R1081375,000SH OTR 005,000
LANDSEA HOMES CORPCOM51509P1031,281149,800SH OTR 00149,800
AVAYA HLDGS CORPCOM05351X1014,118325,000SH OTR 00325,000
GRIFFON CORPCOM3984331028,513425,000SH OTR 00425,000
HUTTIG BLDG PRODS INCCOM4484511041,599150,000SH OTR 00150,000
THE ARENA GROUP HOLDINGS INCCOM04004410912711,688SH OTR 0011,688
RIMINI STR INC DELCOM76674Q1072,610450,000SH OTR 00450,000
ACADEMY SPORTS & OUTDOORS INCOM00402L1071,97050,000SH OTR 0050,000
1847 GOEDEKER INC*W EXP 06/02/20228252C11762100,000SH OTR 00100,000
HAYWARD HLDGS INCCOM4212981001,662100,000SH OTR 00100,000
COGNITION THERAPEUTICS INCCOM19243B1027126,439SH OTR 0026,439
INTERNATIONAL MNY EXPRESS INCOM46005L1017,271352,779SH OTR 00352,779
BRIGHTSPHERE INVT GROUP INCCOM10948W1033,031125,000SH OTR 00125,000
LEGACY HOUSING CORPCOM52472M1011,28860,000SH OTR 0060,000
AMERICAN OUTDOOR BRANDS INCCOM02875D1092,232170,000SH OTR 00170,000
ARHAUS INCCOM CL A04035M1021,277150,000SH OTR 00150,000
IN8BIO INCCOM45674E10929986,032SH OTR 0086,032
ALTA EQUIPMENT GROUP INCCOMMON STOCK02128L1063,090250,000SH OTR 00250,000
ACADEMY SPORTS & OUTDOORS INCOM00402L1074,137105,000SH SOLE 105,00000
ALTA EQUIPMENT GROUP INCCOMMON STOCK02128L1065,945480,957SH SOLE 480,95700
AMERICAN OUTDOOR BRANDS INCCOM02875D1095,080386,898SH SOLE 386,89800
APTOSE BIOSCIENCES INCCOM NEW03835T200748550,000SH SOLE 550,00000
ARCELORMITTAL SA LUXEMBOURGNY REGISTRY SH03938L2035,282165,000SH SOLE 165,00000
THE ARENA GROUP HOLDINGS INCCOM04004410936737,638SH SOLE 37,63800
ARHAUS INCCOM CL A04035M1022,976349,753SH SOLE 349,75300
ASBURY AUTOMOTIVE GROUP INCCOM0434361043,04419,000SH SOLE 19,00000
AVAYA HLDGS CORPCOM05351x1018,870700,054SH SOLE 700,05400
BLACKSTONE INCCOM09260D1078,25165,000SH SOLE 65,00000
BLUELINX HLDGS INCCOM NEW09624h20820,023278,558SH SOLE 278,55800
BRIGHTSPHERE INVT GROUP INCCOM10948W1035,820240,000SH SOLE 240,00000
CENTURY CMNTYS INCCOM1565043002,94655,000SH SOLE 55,00000
EQT CORPCOM26884L1093,09790,000SH SOLE 90,00000
EXTREME NETWORKS INCCOM30226D10613,5531,110,000SH SOLE 1,110,00000
GRIFFON CORPCOM39843310217,609879,122SH SOLE 879,12200
HAYWARD HLDGS INCCOM4212981003,115187,421SH SOLE 187,42100
HUTTIG BLDG PRODS INCCOM4484511043,198300,000SH SOLE 300,00000
IN8BIO INCCOM45674E109576172,971SH SOLE 172,97100
INTERNATIONAL MNY EXPRESS INCOM46005l10115,973775,000SH SOLE 775,00000
KB HOMECOM48666K1093,805117,500SH SOLE 117,50000
KKR & CO INCCOM48251w1046,724115,000SH SOLE 115,00000
LANDSEA HOMES CORPCOM51509P1032,823330,218SH SOLE 330,21800
LEGACY HOUSING CORPCOM52472M1013,970185,000SH SOLE 185,00000
LOUISIANA PAC CORPCOM54634710593215,000SH SOLE 15,00000
MERCHANTS BANCORP INDCOM58844R10866124,157SH SOLE 24,15700
M/I HOMES INCCOM55305B1012,21750,000SH SOLE 50,00000
MR COOPER GROUP INCCOM62482R10791320,000SH SOLE 20,00000
OLIN CORPCOM PAR $16806652059,149175,000SH SOLE 175,00000
PFSWEB INCCOM NEW7170982064,286375,000SH SOLE 375,00000
RIMINI STR INC DELCOM76674q1076,0861,049,394SH SOLE 1,049,39400
SIERRA WIRELESS INCCOM82651610618,6711,035,000SH SOLE 1,035,00000
SKYLINE CHAMPION CORPORATIONCOM8308301051,64630,000SH SOLE 30,00000
TIPTREE INCCOM88822Q10348137,453SH SOLE 37,45300
UNIQURE NVSHSn900641011,26570,000SH SOLE 70,00000
WILLIAMS SONOMA INCCOM96990410120,300140,000SH SOLE 140,00000
THE ARENA GROUP HOLDINGS INCCOM0400441091,056108,346SH SOLE 108,34600
THE ARENA GROUP HOLDINGS INCCOM040044109918,441SH SOLE 8,44100