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
Allscripts Healthcr Solns Inc COM 01988P108 4,798 358,900 SH   SOLE 0 358,900 0 0
Avaya Holdings Corp COM 05351X101 7,468 377,350 SH   SOLE 0 377,350 0 0
Avid Technology Inc COM 05367P100 6,824 235,950 SH   SOLE 0 235,950 0 0
AXIS Capital Hldgs LTD COM G0692U109 4,563 99,100 SH   SOLE 0 99,100 0 0
AZZ Inc COM 002474104 5,174 97,250 SH   SOLE 0 97,250 0 0
Banner Corp COM 06652V208 6,126 110,950 SH   SOLE 0 110,950 0 0
Big Lots Inc COM 089302103 3,714 85,650 SH   SOLE 0 85,650 0 0
Blucora Inc COM 095229100 3,303 211,850 SH   SOLE 0 211,850 0 0
Brighthouse Financial Inc COM 10922N103 6,979 154,300 SH   SOLE 0 154,300 0 0
BrightSphere Inv Group Inc COM 10948W103 5,682 217,450 SH   SOLE 0 217,450 0 0
California Resources Corp COM 13057Q305 9,500 231,700 SH   SOLE 0 231,700 0 0
Civista Bancshares Inc COM 178867107 1,517 65,300 SH   SOLE 0 65,300 0 0
CNO Financial Group Inc COM 12621E103 6,129 260,350 SH   SOLE 0 260,350 0 0
CNX Resources Corp COM 12653C108 4,582 363,050 SH   SOLE 0 363,050 0 0
DT Midstream Inc COM 23345M107 7,948 171,875 SH   SOLE 0 171,875 0 0
Echo Global Logistics Inc COM 27875T101 5,112 107,150 SH   SOLE 0 107,150 0 0
ePlus Inc COM 294268107 5,561 54,200 SH   SOLE 0 54,200 0 0
Great Lakes Dredge & Dock Corp COM 390607109 4,489 297,500 SH   SOLE 0 297,500 0 0
H&R Block Inc COM 093671105 6,476 259,050 SH   SOLE 0 259,050 0 0
Kforce Inc COM 493732101 3,301 55,350 SH   SOLE 0 55,350 0 0
Kimball Electronics Inc COM 49428J109 2,467 95,750 SH   SOLE 0 95,750 0 0
Koppers Holdings Inc COM 50060P106 3,318 106,150 SH   SOLE 0 106,150 0 0
Magellan Health Inc COM 559079207 7,347 77,700 SH   SOLE 0 77,700 0 0
Marlin Business Services COM 571157106 1,205 54,200 SH   SOLE 0 54,200 0 0
Matthews International Corp COM 577128101 3,283 94,650 SH   SOLE 0 94,650 0 0
Peoples Bancorp Inc COM 709789101 2,123 67,150 SH   SOLE 0 67,150 0 0
Prestige Consumer Healthcare I COM 74112D101 7,695 137,150 SH   SOLE 0 137,150 0 0
PROG Holdings Inc COM 74319R101 5,641 134,275 SH   SOLE 0 134,275 0 0
Radiant Logistics Inc COM 75025X100 1,253 196,099 SH   SOLE 0 196,099 0 0
Spectrum Brands Hldgs Inc COM 84790A105 8,376 87,550 SH   SOLE 0 87,550 0 0
Sprouts Farmers Market Inc COM 85208M102 5,443 234,900 SH   SOLE 0 234,900 0 0
The Hanover Insur Grp Inc COM 410867105 5,749 44,350 SH   SOLE 0 44,350 0 0
The ODP Corp COM 88337F105 6,385 159,000 SH   SOLE 0 159,000 0 0
Triton International LTD COM G9078F107 6,984 134,200 SH   SOLE 0 134,200 0 0
TTM Technologies Inc COM 87305R109 5,498 437,400 SH   SOLE 0 437,400 0 0
Univar Solutions Inc COM 91336L107 6,105 256,300 SH   SOLE 0 256,300 0 0
Verso Corp COM 92531L207 4,232 203,950 SH   SOLE 0 203,950 0 0
Vidler Water Resources Inc COM 92660E107 1,052 92,450 SH   SOLE 0 92,450 0 0
Vista Outdoor Inc COM 928377100 11,140 276,350 SH   SOLE 0 276,350 0 0
Xperi Holding Corp COM 98390M103 5,660 300,430 SH   SOLE 0 300,430 0 0
NewStar Financial Inc CVR COM 652CVR994 0 237,100 SH   SOLE 0 237,100 0 0