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
Algoma Steel Group COM 015658107   6,290,402 992,177 SH   SOLE   0 0 0
American Axle & MFG Holdings Inc COM 024061103   1,036,150 132,500 SH   SOLE   0 0 0
AMREP Corp COM 032159105   1,632,708 141,360 SH   SOLE   0 0 0
Arc Document Solutions Inc COM 00191G103   2,767,971 944,700 SH   SOLE   0 0 0
Arch Resources Inc CL A 03940R107   48,204,762 337,592 SH   SOLE   0 0 0
Atkore International Group Inc COM 047649108   2,835,500 25,000 SH   SOLE   0 0 0
Bluegreen Vacations HLDG CORP CLASS A 096308101   14,041,498 562,560 SH   SOLE   0 0 0
Bluelinx Holdings Inc COM NEW 09624H208   27,992,380 393,649 SH   SOLE   0 0 0
Brightview Holdings Inc COM 10948C107   137,800 20,000 SH   SOLE   0 0 0
Builders FirstSource Inc COM 12008R107   18,962,153 292,265 SH   SOLE   0 0 0
Carriage Services Inc COM 143905107   1,955,533 71,007 SH   SOLE   0 0 0
Civeo Corporation COM NEW 17878Y207   6,025,625 193,750 SH   SOLE   0 0 0
Colliers Intl Group Inc SUB VTG SHS 194693107   2,770,772 30,104 SH   SOLE   0 0 0
Comfort Systems USA Inc COM 199908104   1,208,340 10,500 SH   SOLE   0 0 0
Commercial Vehicle Group Inc COM 202608105   458,463 67,322 SH   SOLE   0 0 0
Concrete Pumping Holdings Inc COM 206704108   1,117,935 191,100 SH   SOLE   0 0 0
CoreCivic Inc COM 21871N101   9,770,628 845,210 SH   SOLE   0 0 0
Consol Energy Inc New COM 20854L108   1,502,215 23,111 SH   SOLE   0 0 0
Container Store Group Inc COM 210751103   2,424,608 562,554 SH   SOLE   0 0 0
Dana Incorporated COM 235825205   18,284,499 1,208,493 SH   SOLE   0 0 0
Delta Apparel Inc COM 247368103   435,328 41,030 SH   SOLE   0 0 0
Destination XL Group Inc COM 25065K104   202,500 30,000 SH   SOLE   0 0 0
Elevate Credit Inc COM 28621V101   2,738,122 1,564,641 SH   SOLE   0 0 0
Ezcorp Inc CL A NON VTG 302301106   244,500 30,000 SH   SOLE   0 0 0
FirstService Corp COM 33767E202   1,238,245 10,104 SH   SOLE   0 0 0
Fluent Co COM 34380C102   5,132,242 4,708,479 SH   SOLE   0 0 0
FS KKR Capital Corp COM 302635206   656,250 37,500 SH   SOLE   0 0 0
Garrett Motion Inc COM 366505105   266,700 35,000 SH   SOLE   0 0 0
Graftech INTL LTD COM 384313508   1,988,509 417,754 SH   SOLE   0 0 0
Gray Television Inc COM 389375106   976,887 87,300 SH   SOLE   0 0 0
Geo Group Inc COM 36162J106   876,000 80,000 SH   SOLE   0 0 0
GSI Technology COM 36241U106   57,090 33,000 SH   SOLE   0 0 0
Hallador Energy Company COM 40609P105   1,598,400 160,000 SH   SOLE   0 0 0
Hudson Technologies Inc COM 444144109   3,098,744 306,200 SH   SOLE   0 0 0
IES Holdings Inc COM 44951W106   1,488,427 41,845 SH   SOLE   0 0 0
Information Services Group Inc COM 45675Y104   2,243,149 487,641 SH   SOLE   0 0 0
Insight Enterprises COM 45765U103   2,005,400 20,000 SH   SOLE   0 0 0
Inspired Entertainment COM 45782N108   823,550 65,000 SH   SOLE   0 0 0
Joann Inc COM 47768J101   757,174 265,675 SH   SOLE   0 0 0
Kratos Defense & Sec Solutions COM NEW 50077B207   33,860 3,281 SH   SOLE   0 0 0
Lee Enterprises Inc COM 523768406   742,400 40,000 SH   SOLE   0 0 0
Lifetime Brands COM 53222Q103   3,890,379 515,282 SH   SOLE   0 0 0
Manitex International Inc COM 563420108   266,072 66,518 SH   SOLE   0 0 0
Mistras Group Inc COM 60649T107   997,058 202,243 SH   SOLE   0 0 0
Nautilus Inc COM 63910B102   76,500 50,000 SH   SOLE   0 0 0
Olympic Steel Inc COM 68162K106   6,632,016 197,499 SH   SOLE   0 0 0
Oppenheimer Holdings Inc CL A NON VTG 683797104   19,996,119 473,954 SH   SOLE   0 0 0
Orion Group Hldgs Inc COM 68628V308   309,400 130,000 SH   SOLE   0 0 0
Park-Ohio Holdings Corp COM 700666100   932,785 76,899 SH   SOLE   0 0 0
RadNet Inc COM 750491102   39,424,578 2,093,711 SH   SOLE   0 0 0
Ramaco Resources Inc COM 75134P303   2,065,650 235,000 SH   SOLE   0 0 0
RCI Hospitality Holdings Inc COM 74934Q108   5,591,400 60,000 SH   SOLE   0 0 0
Rimini Str Inc Del COM 76674Q107   225,525 59,193 SH   SOLE   0 0 0
RumbleOn Inc COM CL B 781386305   291,150 45,000 SH   SOLE   0 0 0
Rush Enterprises Inc Cl A CL A 781846209   711,635 13,612 SH   SOLE   0 0 0
Rush Enterprises Inc Cl B CL B 781846308   765,947 13,612 SH   SOLE   0 0 0
Ryerson Holding Corporation COM 783754104   56,041,308 1,851,993 SH   SOLE   0 0 0
Saratoga Investment Corp COM NEW 80349A208   862,760 33,847 SH   SOLE   0 0 0
Sciplay Corp CL A 809087109   402,000 25,000 SH   SOLE   0 0 0
Silversun Technologies Inc COM New 82846H207   29,600 10,000 SH   SOLE   0 0 0
Sinclair Broadcast Group Inc CL A 829226109   3,024,450 195,000 SH   SOLE   0 0 0
Sportsmans Warehouse Holdings Inc COM 84920Y106   13,322,622 1,415,794 SH   SOLE   0 0 0
Tidewater COM 88642R109   921,250 25,000 SH   SOLE   0 0 0
Torrid Holdings Inc COM 89142B107   370,000 125,000 SH   SOLE   0 0 0
Townsquare Media Inc CL A 892231101   3,391,601 467,807 SH   SOLE   0 0 0
Tremor INTL LTD ADS 89484T104   902,033 139,850 SH   SOLE   0 0 0
Trimas Corp COM NEW 896215209   617,964 22,277 SH   SOLE   0 0 0
Trinseo SA SHS G9059U107   2,884,193 127,001 SH   SOLE   0 0 0
Tutor Perini Corp COM 901109108   5,621,383 744,554 SH   SOLE   0 0 0
Universal Stainless & Alloy COM 913837100   1,756,650 245,000 SH   SOLE   0 0 0
Veritiv Corp COM 923454102   2,175,201 17,872 SH   SOLE   0 0 0
Victory Cap Holdings Inc COM CL A 92645B103   7,426,866 276,812 SH   SOLE   0 0 0
Village Farms International Inc COM 92707Y108   241,200 180,000 SH   SOLE   0 0 0
World Acceptance Corp COM 981419104   70,490 1,069 SH   SOLE   0 0 0
Xcel Brands Inc COM NEW 98400M101   10,503 15,000 SH   SOLE   0 0 0
Xpel Inc COM 98379L100   1,501,500 25,000 SH   SOLE   0 0 0