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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCE AUTO PARTS INC COM 00751Y106   3,559,435 81,177 SH   SOLE N/A 81,177 0 0
ALGOMA STL GROUP INC COM 015658107   1,885,176 184,256 SH   SOLE N/A 184,256 0 0
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106   1,365,073 37,619 SH   SOLE N/A 37,619 0 0
AMERICAN COASTAL INS CORP COM 910710102   2,731,346 210,494 SH   SOLE N/A 210,494 0 0
AMERICAN PUB ED INC COM 02913V103   8,570,176 443,326 SH   SOLE N/A 443,326 0 0
AVIAT NETWORKS INC COM NEW 05366Y201   3,076,804 176,483 SH   SOLE N/A 176,483 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889   3,285,335 568,125 SH   SOLE N/A 568,125 0 0
CENTERRA GOLD INC COM 152006102   5,817,223 806,020 SH   SOLE N/A 806,020 0 0
DANAOS CORPORATION SHS Y1968P121   3,735,661 45,631 SH   SOLE N/A 45,631 0 0
DENTSPLY SIRONA INC COM 24906P109   2,654,271 136,900 SH   SOLE N/A 136,900 0 0
EPR PPTYS COM SH BEN INT 26884U109   965,841 21,568 SH   SOLE N/A 21,568 0 0
EQUITABLE HLDGS INC COM 29452E101   2,019,246 42,943 SH   SOLE N/A 42,943 0 0
ESSENTIAL PPTYS RLTY TR INC COM 29670E107   324,812 10,384 SH   SOLE N/A 10,384 0 0
EZCORP INC CL A NON VTG 302301106   3,054,364 266,875 SH   SOLE N/A 266,875 0 0
F N B CORP COM 302520101   4,359,771 283,638 SH   SOLE N/A 283,638 0 0
FARO TECHNOLOGIES INC COM 311642102   5,891,804 231,523 SH   SOLE N/A 231,523 0 0
FINANCE OF AMERICA COMPAN CL A NEW 31738L206   4,849,529 186,990 SH   SOLE N/A 186,990 0 0
FOOT LOCKER INC COM 344849104   1,382,914 60,157 SH   SOLE N/A 60,157 0 0
FRANKLIN RESOURCES INC COM 354613101   2,663,513 126,168 SH   SOLE N/A 126,168 0 0
GENUINE PARTS CO COM 372460105   3,391,183 28,552 SH   SOLE N/A 28,552 0 0
HARLEY DAVIDSON INC COM 412822108   3,761,341 118,935 SH   SOLE N/A 118,935 0 0
HUDSON TECHNOLOGIES INC COM 444144109   1,830,044 266,426 SH   SOLE N/A 266,426 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   702,911 3,622 SH   SOLE N/A 3,622 0 0
I3 VERTICALS INC COM CL A 46571Y107   1,235,335 54,021 SH   SOLE N/A 54,021 0 0
INTERNATIONAL PAPER CO COM 460146103   1,060,378 19,669 SH   SOLE N/A 19,669 0 0
JAKKS PAC INC COM NEW 47012E403   6,492,719 267,533 SH   SOLE N/A 267,533 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   3,516,848 27,820 SH   SOLE N/A 27,820 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704   1,877,976 24,845 SH   SOLE N/A 24,845 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   9,049,914 302,722 SH   SOLE N/A 302,722 0 0
LEGGETT & PLATT INC COM 524660107   3,055,194 279,164 SH   SOLE N/A 279,164 0 0
METHODE ELECTRS INC COM 591520200   397,529 31,843 SH   SOLE N/A 31,843 0 0
NIKE INC CL B 654106103   1,824,902 23,340 SH   SOLE N/A 23,340 0 0
OPENLANE INC COM 48238T109   3,891,373 207,980 SH   SOLE N/A 207,980 0 0
OSISKO DEVELOPMENT CORP COM NEW 68828E809   326,000 200,000 SH   SOLE N/A 200,000 0 0
PAPA JOHNS INTL INC COM 698813102   1,087,025 26,624 SH   SOLE N/A 26,624 0 0
PROGYNY INC COM 74340E103   849,833 50,044 SH   SOLE N/A 50,044 0 0
RINGCENTRAL INC CL A 76680R206   3,818,679 107,689 SH   SOLE N/A 107,689 0 0
SIRIUSXM HOLDINGS INC COMMON STOCK 829933100   4,304,780 175,580 SH   SOLE N/A 175,580 0 0
STRATEGIC ED INC COM 86272C103   1,108,463 11,866 SH   SOLE N/A 11,866 0 0
TRANSMEDICS GROUP INC COM 89377M109   2,397,747 38,336 SH   SOLE N/A 38,336 0 0
VERINT SYS INC COM 92343X100   3,841,153 144,334 SH   SOLE N/A 144,334 0 0
VIATRIS INC COM 92556V106   14,599,032 1,170,239 SH   SOLE N/A 1,170,239 0 0
VIRCO MFG CO COM 927651109   1,891,501 156,433 SH   SOLE N/A 156,433 0 0
WAYFAIR INC CL A 94419L101   1,340,456 27,802 SH   SOLE N/A 27,802 0 0
WESCO INTL INC COM 95082P105   7,460,491 38,869 SH   SOLE N/A 38,869 0 0
WORTHINGTON ENTERPRISES INC COM 981811102   3,454,717 84,402 SH   SOLE N/A 84,402 0 0