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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Bath & Body Works, Inc. COMMON 070830104   7,445,506 176,685 SH   SOLE   176,685 0 0
Chico's FAS, Inc. COMMON 168615102   492 100 SH   SOLE   100 0 0
Eastern Co COMMON 276317104   12,103,367 627,768 SH   SOLE   627,768 0 0
Encompass Health Corp COMMON 29261A100   6,098,228 101,960 SH   SOLE   90,251 11,709 0
Enhabit, Inc. COMMON 29332G102   1,868,391 141,975 SH   SOLE   134,054 7,921 0
Ethan Allen Interiors Inc. COMMON 297602104   264,200 10,000 SH   SOLE   10,000 0 0
Hanesbrands Inc. COMMON 410345102   587,664 92,400 SH   SOLE   92,400 0 0
Itron, Inc. COMMON 465741106   3,965,794 78,298 SH   SOLE   68,470 9,828 0
Macy's, Inc. COMMON 55616P104   239,024 11,575 SH   SOLE   11,575 0 0
Matthews Intl Corp CL A 577128101   7,033,101 231,048 SH   SOLE   231,048 0 0
Rambus Inc Del COMMON 750917106   18,988,182 530,100 SH   SOLE   530,100 0 0
Textron Inc. COMMON 883203101   6,642,314 93,818 SH   SOLE   93,818 0 0
TriMas Corp COM NEW 896215209   1,651,445 59,533 SH   SOLE   59,533 0 0