The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALBERTSONS COS INC | COMMON STOCK | 013091103 | 3,441 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| ALJ REGL HLDGS INC | COM | 001627108 | 1,673 | 924,291 | SH | SOLE | 924,291 | 0 | 0 | ||
| AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 1,877 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ARC DOCUMENT SOLUTIONS INC | COM | 00191G103 | 3,031 | 1,409,778 | SH | SOLE | 1,409,778 | 0 | 0 | ||
| BAUSCH HEALTH COS INC | COM | 071734107 | 1,319 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 2,346 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| COMMERCIAL METALS CO | COM | 201723103 | 2,261 | 73,600 | SH | SOLE | 73,600 | 0 | 0 | ||
| DASEKE INC | COM | 23753F107 | 2,582 | 398,400 | SH | SOLE | 398,400 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 4,673 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| GENESCO INC | COM | 371532102 | 1,592 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| HALLADOR ENERGY COMPANY | COM | 40609P105 | 2,875 | 1,066,806 | SH | SOLE | 1,066,806 | 0 | 0 | ||
| INTERFACE INC | COM | 458665304 | 2,354 | 153,850 | SH | SOLE | 153,850 | 0 | 0 | ||
| ISHARES TR | IBOXX HI YD ETF | 464288513 | 504 | 5,721 | SH | SOLE | 5,721 | 0 | 0 | ||
| ISHARES TR | IBOXX INV CP ETF | 464287242 | 500 | 3,725 | SH | SOLE | 3,725 | 0 | 0 | ||
| MARCUS CORP DEL | COM | 566330106 | 4,617 | 217,700 | SH | SOLE | 217,700 | 0 | 0 | ||
| PRECISION DRILLING CORP | COM NEW | 74022D407 | 4,170 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PRIMORIS SVCS CORP | COM | 74164F103 | 2,060 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| RYERSON HLDG CORP | COM | 783754104 | 2,920 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SALEM MEDIA GROUP INC | CL A | 794093104 | 2,112 | 828,293 | SH | SOLE | 828,293 | 0 | 0 | ||
| STERLING CONSTR INC | COM | 859241101 | 1,448 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| THE AARONS COMPANY INC | COM | 00258W108 | 1,280 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| WESTROCK CO | COM | 96145D105 | 1,331 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||