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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Adeia Inc COM 00676P107   3,549 374,367 SH   SOLE 0 374,367 0 0
Adtalem Global Educ Inc COM 00737L103   6,834 192,500 SH   SOLE 0 192,500 0 0
Allscripts Healthcr Solns Inc COM 01988P108   5,320 301,600 SH   SOLE 0 301,600 0 0
Avid Technology Inc COM 05367P100   5,274 198,350 SH   SOLE 0 198,350 0 0
Banner Corp COM 06652V208   5,862 92,750 SH   SOLE 0 92,750 0 0
Blucora Inc COM 095229100   4,717 184,750 SH   SOLE 0 184,750 0 0
Brighthouse Financial Inc COM 10922N103   6,588 128,500 SH   SOLE 0 128,500 0 0
BrightSphere Inv Group Inc COM 10948W103   1,816 88,228 SH   SOLE 0 88,228 0 0
California Resources Corp COM 13057Q305   8,437 193,900 SH   SOLE 0 193,900 0 0
CNO Financial Group Inc COM 12621E103   5,005 219,050 SH   SOLE 0 219,050 0 0
CNX Resources Corp COM 12653C108   5,028 298,550 SH   SOLE 0 298,550 0 0
Consensus Cloud Solns Inc COM 20848V105   2,769 51,500 SH   SOLE 0 51,500 0 0
Daseke Inc COM 23753F107   1,678 294,950 SH   SOLE 0 294,950 0 0
Dine Brands Global Inc COM 254423106   4,919 76,150 SH   SOLE 0 76,150 0 0
DT Midstream Inc COM 23345M107   8,089 146,375 SH   SOLE 0 146,375 0 0
Gibraltar Industries Inc COM 374689107   5,802 126,450 SH   SOLE 0 126,450 0 0
H&R Block Inc COM 093671105   3,695 101,200 SH   SOLE 0 101,200 0 0
Kforce Inc COM 493732101   2,185 39,850 SH   SOLE 0 39,850 0 0
Kimball Electronics Inc COM 49428J109   1,835 81,250 SH   SOLE 0 81,250 0 0
Kohl's Corp COM 500255104   4,351 172,300 SH   SOLE 0 172,300 0 0
Koppers Holdings Inc COM 50060P106   2,511 89,050 SH   SOLE 0 89,050 0 0
Matthews International Corp COM 577128101   2,391 78,550 SH   SOLE 0 78,550 0 0
Perficient Inc COM 71375U101   2,818 40,350 SH   SOLE 0 40,350 0 0
Radian Group Inc COM 750236101   5,324 279,200 SH   SOLE 0 279,200 0 0
Radiant Logistics Inc COM 75025X100   883 173,499 SH   SOLE 0 173,499 0 0
Science App Intl Corp COM 808625107   3,278 29,550 SH   SOLE 0 29,550 0 0
Sprouts Farmers Market Inc COM 85208M102   6,361 196,500 SH   SOLE 0 196,500 0 0
Standard Motor Prod Inc COM 853666105   3,229 92,800 SH   SOLE 0 92,800 0 0
Tenet Healthcare Corp COM 88033G407   6,235 127,800 SH   SOLE 0 127,800 0 0
The Hanover Insur Grp Inc COM 410867105   4,939 36,550 SH   SOLE 0 36,550 0 0
The ODP Corp COM 88337F105   6,048 132,800 SH   SOLE 0 132,800 0 0
Torrid Holdings Inc COM 89142B107   899 303,800 SH   SOLE 0 303,800 0 0
Tri Pointe Homes Inc COM 87265H109   5,846 314,450 SH   SOLE 0 314,450 0 0
Triton International LTD COM G9078F107   7,752 112,700 SH   SOLE 0 112,700 0 0
TTM Technologies Inc COM 87305R109   5,503 364,900 SH   SOLE 0 364,900 0 0
Univar Solutions Inc COM 91336L107   6,843 215,200 SH   SOLE 0 215,200 0 0
Vista Outdoor Inc COM 928377100   5,526 226,750 SH   SOLE 0 226,750 0 0
Xperi Inc COM 98423J101   902 104,762 SH   SOLE 0 104,762 0 0
ZimVie Inc COM 98888T107   1,444 154,650 SH   SOLE 0 154,650 0 0