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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
AMCOR PLC ORD G0250X107   7,399,113 904,537 SH   SOLE   904,537 0 0
ARCBEST CORP COM 03937C105   3,817,208 54,633 SH   SOLE   54,633 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   5,074,293 20,758 SH   SOLE   20,758 0 0
BOYD GAMING CORP COM 103304101   9,922,299 114,775 SH   SOLE   114,775 0 0
CLEARWATER PAPER CORP COM 18538R103   2,103,175 101,309 SH   SOLE   101,309 0 0
CONCRETE PUMPING HLDGS INC COM 206704108   3,077,713 436,555 SH   SOLE   436,555 0 0
CROWN HLDGS INC COM 228368106   6,057,352 62,712 SH   SOLE   62,712 0 0
DINE BRANDS GLOBAL INC COM 254423106   5,013,216 202,800 SH   SOLE   202,800 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102   3,442,707 213,700 SH   SOLE   213,700 0 0
GOLDEN ENTMT INC COM 381013101   1,793,990 76,081 SH   SOLE   76,081 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   9,532,547 487,100 SH   SOLE   487,100 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109   2,140,371 178,513 SH   SOLE   178,513 0 0
HELEN OF TROY LTD COM G4388N106   1,378,440 54,700 SH   SOLE   54,700 0 0
HERC HLDGS INC COM 42704L104   2,785,258 23,875 SH   SOLE   23,875 0 0
HILLENBRAND INC COM 431571108   2,485,706 91,927 SH   SOLE   91,927 0 0
HUNTSMAN CORP COM 447011107   1,308,386 145,700 SH   SOLE   145,700 0 0
JACK IN THE BOX INC COM 466367109   2,724,306 137,800 SH   SOLE   137,800 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   4,423,145 111,950 SH   SOLE   111,950 0 0
LEGGETT & PLATT INC COM 524660107   6,026,865 678,701 SH   SOLE   678,701 0 0
MAGNERA CORP COM SHS 55939A107   3,642,201 310,768 SH   SOLE   310,768 0 0
PERRIGO CO PLC SHS G97822103   7,366,916 330,800 SH   SOLE   330,800 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108   2,929,676 128,947 SH   SOLE   128,947 0 0
STELLANTIS N.V SHS N82405106   2,332,198 249,700 SH   SOLE   249,700 0 0
VESTIS CORPORATION COM SHS 29430C102   684,030 151,000 SH   SOLE   151,000 0 0
WESCO INTL INC COM 95082P105   978,188 4,625 SH   SOLE   4,625 0 0
WHIRLPOOL CORP COM 963320106   3,004,485 38,225 SH   SOLE   38,225 0 0