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
Cedar Realty Trust, Inc. COMMON 150602605 2,851 169,321 SH   SOLE   169,321 0 0
Chico's FAS, Inc. COMMON 168615102 12,084 1,836,505 SH   SOLE   1,836,505 0 0
The Eastern Company COMMON 276317104 17,705 583,748 SH   SOLE   583,748 0 0
Encompass Health Corporation COMMON 29261A100 1,951 25,000 SH   SOLE   25,000 0 0
L.B. Foster Company COMMON 350060109 450 24,152 SH   SOLE   24,152 0 0
L Brands Inc. COMMON 501797104 36,045 500,203 SH   SOLE   500,203 0 0
Natura &Co Holding S.A. COMMON 63884N108 1,962 86,479 SH   SOLE   86,479 0 0
Rambus Inc. COMMON 750917106 12,569 530,100 SH   SOLE   530,100 0 0
SPDR S&P 500 ETF Trust COMMON 78462F103 242 150,000 SH   SOLE   150,000 0 0
Standex International Corporation COMMON 854231107 11,404 120,151 SH   SOLE   120,151 0 0
Textron Inc. COMMON 883203101 9,026 131,250 SH   SOLE   131,250 0 0
Vornado Realty Trust COMMON 929042109 933 20,000 SH   SOLE   20,000 0 0