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
ALLEGION, PLC COM G0176J109 494 3,759 SH   SOLE   3,759 0 0
AMERCO COM 023586100 12,620 19,719 SH   SOLE   19,719 0 0
ASTRONICS COM 046433108 178 12,947 SH   SOLE   12,947 0 0
BERRY PLASTICS COM 08579W103 1,287 21,268 SH   SOLE   21,268 0 0
BRISTOL MYERS COM 110122108 754 12,838 SH   SOLE   12,838 0 0
BUILDERS F.S. COM 12008R107 501 9,721 SH   SOLE   9,721 0 0
CARRIER GLOBAL COM 14448C104 1,108 21,524 SH   SOLE   21,524 0 0
CHASE CORP. COM 16150R104 5,077 50,016 SH   SOLE   50,016 0 0
CHEMOURS COM 163851108 211 7,400 SH   SOLE   7,400 0 0
CIRCOR INT'L COM 17273K109 291 8,939 SH   SOLE   8,939 0 0
CONOCOPHILLIPS COM 20825C104 2,715 40,216 SH   SOLE   40,216 0 0
CORE MOLDINGS COM 218683100 686 60,942 SH   SOLE   60,942 0 0
CRANE CO. COM 224399105 1,476 15,616 SH   SOLE   15,616 0 0
DELTA APPAREL COM 247368103 10,258 383,471 SH   SOLE   383,471 0 0
DENNY'S CORP. COM 24869P104 676 42,270 SH   SOLE   42,270 0 0
DUCOMMUN INC COM 264147109 441 8,814 SH   SOLE   8,814 0 0
EASTMAN CHEM COM 277432100 2,882 28,816 SH   SOLE   28,816 0 0
EATON CORP COM G29183103 380 2,550 SH   SOLE   2,550 0 0
FERRO CORP. COM 315405100 3,136 154,868 SH   SOLE   154,868 0 0
FLOTEK IND. COM 343389102 28 24,435 SH   SOLE   24,435 0 0
GOODYEAR TIRE COM 382550101 1,354 77,371 SH   SOLE   77,371 0 0
HANESBRANDS COM 410345102 1,189 69,930 SH   SOLE   69,930 0 0
HESS CORP. COM 42809H107 385 4,971 SH   SOLE   4,971 0 0
HUNTSMAN CORP. COM 447011107 7,624 260,646 SH   SOLE   260,646 0 0
IEC ELECTRIC COM 44949L105 1,954 132,464 SH   SOLE   132,464 0 0
INGERSOLL RAND COM 45687V106 439 8,790 SH   SOLE   8,790 0 0
INGLES MARKETS COM 457030104 4,329 66,597 SH   SOLE   66,597 0 0
JOHNSON OUTDR COM 479167108 370 3,525 SH   SOLE   3,525 0 0
KOPPERS HOLDING COM 50060P106 2,114 68,207 SH   SOLE   68,207 0 0
KRATON PERFORM COM 50077C106 8,932 200,727 SH   SOLE   200,727 0 0
L3 HARRIS TECH COM 502431109 2,055 9,341 SH   SOLE   9,341 0 0
LCI INDUSTRIES COM 50189K103 2,857 21,321 SH   SOLE   21,321 0 0
LYDALL, INC. COM 550819106 643 10,460 SH   SOLE   10,460 0 0
MARATHON PET. COM 56585A102 1,561 25,382 SH   SOLE   25,382 0 0
NORTHERN TECH COM 665809109 835 55,696 SH   SOLE   55,696 0 0
OLIN CORP COM 680665205 547 11,400 SH   SOLE   11,400 0 0
OSHKOSH CORP COM 688239201 250 2,450 SH   SOLE   2,450 0 0
PHILLIPS 66 COM 718546104 1,575 22,666 SH   SOLE   22,666 0 0
Q.E.P. CO.,INC COM 74727K102 3,085 176,306 SH   SOLE   176,306 0 0
READING INT'L COM 755408101 118 24,757 SH   SOLE   24,757 0 0
SENSIENT TECH COM 81725T100 330 3,666 SH   SOLE   3,666 0 0
STANDEX INTL CP COM 854231107 3,242 32,910 SH   SOLE   32,910 0 0
STEPAN CHEMICAL COM 858586100 540 4,823 SH   SOLE   4,823 0 0
TOTAL SA COM 89151E109 258 5,426 SH   SOLE   5,426 0 0
TRANE TECH COM G8994E103 1,658 9,638 SH   SOLE   9,638 0 0
TRINSEO SA COM G9059U107 6,302 117,789 SH   SOLE   117,789 0 0
UFP INDUSTRIES COM 90278Q108 285 4,250 SH   SOLE   4,250 0 0
UNITED RENTALS COM 911363109 6,848 19,566 SH   SOLE   19,566 0 0
VAALCO ENERGY COM 91851C201 8,475 3,026,881 SH   SOLE   3,026,881 0 0
WATTS WATER COM 942749102 2,515 15,017 SH   SOLE   15,017 0 0
WESCO INTL COM 95082P105 924 7,900 SH   SOLE   7,900 0 0
LIFE STORAGE COM 53223X107 351 3,082 SH   SOLE   3,082 0 0
APARTMENT INVT COM 03748R747 114 17,500 SH   SOLE   17,500 0 0
UNIVERSAL SEC COM 913821302 356 71,272 SH   SOLE   71,272 0 0