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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Allscripts Healthcr Solns Inc COM 01988P108 6,529 353,900 SH   SOLE 0 353,900 0 0
Avid Technology Inc COM 05367P100 7,574 232,550 SH   SOLE 0 232,550 0 0
AXIS Capital Hldgs LTD COM G0692U109 5,316 97,600 SH   SOLE 0 97,600 0 0
AZZ Inc COM 002474104 5,305 95,950 SH   SOLE 0 95,950 0 0
Banner Corp COM 06652V208 6,640 109,450 SH   SOLE 0 109,450 0 0
Big Lots Inc COM 089302103 3,804 84,450 SH   SOLE 0 84,450 0 0
Blucora Inc COM 095229100 3,619 208,950 SH   SOLE 0 208,950 0 0
Brighthouse Financial Inc COM 10922N103 7,889 152,300 SH   SOLE 0 152,300 0 0
BrightSphere Inv Group Inc COM 10948W103 2,638 103,028 SH   SOLE 0 103,028 0 0
California Resources Corp COM 13057Q305 9,627 225,400 SH   SOLE 0 225,400 0 0
Civista Bancshares Inc COM 178867107 1,547 63,400 SH   SOLE 0 63,400 0 0
CNO Financial Group Inc COM 12621E103 6,126 256,950 SH   SOLE 0 256,950 0 0
CNX Resources Corp COM 12653C108 4,854 353,050 SH   SOLE 0 353,050 0 0
Dana Inc COM 235825205 6,935 303,900 SH   SOLE 0 303,900 0 0
DT Midstream Inc COM 23345M107 8,026 167,275 SH   SOLE 0 167,275 0 0
ePlus Inc COM 294268107 5,674 105,300 SH   SOLE 0 105,300 0 0
Great Lakes Dredge & Dock Corp COM 390607109 4,614 293,500 SH   SOLE 0 293,500 0 0
H&R Block Inc COM 093671105 6,023 255,650 SH   SOLE 0 255,650 0 0
Kforce Inc COM 493732101 4,111 54,650 SH   SOLE 0 54,650 0 0
Kimball Electronics Inc COM 49428J109 2,057 94,550 SH   SOLE 0 94,550 0 0
Koppers Holdings Inc COM 50060P106 3,279 104,750 SH   SOLE 0 104,750 0 0
Loyalty Ventures Inc COM 54911Q107 4,372 145,400 SH   SOLE 0 145,400 0 0
Magellan Health Inc COM 559079207 7,172 75,500 SH   SOLE 0 75,500 0 0
Marlin Business Services COM 571157106 1,222 52,500 SH   SOLE 0 52,500 0 0
Matthews International Corp COM 577128101 3,423 93,350 SH   SOLE 0 93,350 0 0
Prestige Consumer Healthcare I COM 74112D101 8,209 135,350 SH   SOLE 0 135,350 0 0
PROG Holdings Inc COM 74319R101 5,886 130,475 SH   SOLE 0 130,475 0 0
Radiant Logistics Inc COM 75025X100 1,408 193,199 SH   SOLE 0 193,199 0 0
Spectrum Brands Hldgs Inc COM 84790A105 8,784 86,350 SH   SOLE 0 86,350 0 0
Sprouts Farmers Market Inc COM 85208M102 6,883 231,900 SH   SOLE 0 231,900 0 0
Sylvamo Corp COM 871332102 4,064 145,700 SH   SOLE 0 145,700 0 0
The Hanover Insur Grp Inc COM 410867105 5,734 43,750 SH   SOLE 0 43,750 0 0
The ODP Corp COM 88337F105 6,167 157,000 SH   SOLE 0 157,000 0 0
Triton International LTD COM G9078F107 7,980 132,500 SH   SOLE 0 132,500 0 0
TTM Technologies Inc COM 87305R109 6,429 431,500 SH   SOLE 0 431,500 0 0
Univar Solutions Inc COM 91336L107 7,167 252,800 SH   SOLE 0 252,800 0 0
Verso Corp COM 92531L207 5,373 198,850 SH   SOLE 0 198,850 0 0
Vidler Water Resources Inc COM 92660E107 1,105 91,450 SH   SOLE 0 91,450 0 0
Vista Outdoor Inc COM 928377100 12,561 272,650 SH   SOLE 0 272,650 0 0
Xperi Holding Corp COM 98390M103 5,601 296,217 SH   SOLE 0 296,217 0 0