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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109   330,055 2,071 SH   SOLE   0 0 2,071
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   321,683 4,930 SH   SOLE   0 0 4,930
ADVANSIX INC COM 00773T101   1,836,309 47,983 SH   SOLE   0 0 47,983
ALPHA METALLURGICAL RESOUR I COM 020764106   1,792,284 11,489 SH   SOLE   0 0 11,489
ARCBEST CORP COM 03937C105   1,848,400 20,000 SH   SOLE   0 0 20,000
ARCH RESOURCES INC CL A 03940R107   1,730,934 13,167 SH   SOLE   0 0 13,167
ATKORE INC COM 047649108   2,636,669 18,769 SH   SOLE   0 0 18,769
AUTONATION INC COM 05329W102   1,719,808 12,800 SH   SOLE   0 0 12,800
BARRETT BUSINESS SVCS INC COM 068463108   1,862,504 21,012 SH   SOLE   0 0 21,012
BOISE CASCADE CO DEL COM 09739D100   1,975,108 31,227 SH   SOLE   0 0 31,227
BRISTOL-MYERS SQUIBB CO COM 110122108   204,118 2,945 SH   SOLE   0 0 2,945
BUILDERS FIRSTSOURCE INC COM 12008R107   233,048 2,625 SH   SOLE   0 0 2,625
CAL MAINE FOODS INC COM NEW 128030202   2,206,775 36,242 SH   SOLE   0 0 36,242
CARS COM INC COM 14575E105   303,493 15,725 SH   SOLE   0 0 15,725
CASS INFORMATION SYS INC COM 14808P109   1,559,203 36,001 SH   SOLE   0 0 36,001
CAVCO INDS INC DEL COM 149568107   257,369 810 SH   SOLE   0 0 810
CF INDS HLDGS INC COM 125269100   1,622,254 22,379 SH   SOLE   0 0 22,379
CIVITAS RESOURCES INC COM NEW 17888H103   1,795,634 26,275 SH   SOLE   0 0 26,275
COMSTOCK RES INC COM 205768302   1,476,989 136,885 SH   SOLE   0 0 136,885
COVENANT LOGISTICS GROUP INC CL A 22284P105   3,187,800 90,000 SH   SOLE   0 0 90,000
CRA INTL INC COM 12618T105   1,826,363 16,939 SH   SOLE   0 0 16,939
DILLARDS INC CL A 254067101   977,192 3,176 SH   SOLE   0 0 3,176
DUCOMMUN INC DEL COM 264147109   1,073,246 19,617 SH   SOLE   0 0 19,617
EAGLE BULK SHIPPING INC COM Y2187A150   1,863,134 40,948 SH   SOLE   0 0 40,948
ENCORE WIRE CORP COM 292562105   2,854,823 15,404 SH   SOLE   0 0 15,404
ENNIS INC COM 293389102   2,300,244 109,068 SH   SOLE   0 0 109,068
ETHAN ALLEN INTERIORS INC COM 297602104   2,336,242 85,078 SH   SOLE   0 0 85,078
GENCO SHIPPING & TRADING LTD SHS Y2685T131   2,027,970 129,500 SH   SOLE   0 0 129,500
GILEAD SCIENCES INC COM 375558103   261,604 3,153 SH   SOLE   0 0 3,153
GRAFTECH INTL LTD COM 384313508   78,664 16,186 SH   SOLE   0 0 16,186
HACKETT GROUP INC COM 404609109   1,630,657 88,239 SH   SOLE   0 0 88,239
HEIDRICK & STRUGGLES INTL IN COM 422819102   2,168,918 71,440 SH   SOLE   0 0 71,440
HOLOGIC INC COM 436440101   221,118 2,740 SH   SOLE   0 0 2,740
HP INC COM 40434L105   223,295 7,608 SH   SOLE   0 0 7,608
HUDSON TECHNOLOGIES INC COM 444144109   160,842 18,424 SH   SOLE   0 0 18,424
IDT CORP CL B NEW 448947507   341,073 10,008 SH   SOLE   0 0 10,008
INGLES MKTS INC CL A 457030104   1,890,197 21,310 SH   SOLE   0 0 21,310
INNOVIVA INC COM 45781M101   146,306 13,005 SH   SOLE   0 0 13,005
INSTEEL INDS INC COM 45774W108   1,929,706 69,364 SH   SOLE   0 0 69,364
INTERDIGITAL INC COM 45867G101   262,805 3,605 SH   SOLE   0 0 3,605
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108   194,357 18,475 SH   SOLE   0 0 18,475
LENNAR CORP CL A 526057104   1,834,905 17,457 SH   SOLE   0 0 17,457
LOUISIANA PAC CORP COM 546347105   1,609,441 29,689 SH   SOLE   0 0 29,689
MARCUS & MILLICHAP INC COM 566324109   1,943,522 60,527 SH   SOLE   0 0 60,527
MASTERCRAFT BOAT HLDGS INC COM 57637H103   2,887,685 94,896 SH   SOLE   0 0 94,896
MERITAGE HOMES CORP COM 59001A102   2,169,868 18,584 SH   SOLE   0 0 18,584
MOSAIC CO NEW COM 61945C103   1,605,800 35,000 SH   SOLE   0 0 35,000
MUELLER INDS INC COM 624756102   2,614,198 35,577 SH   SOLE   0 0 35,577
NORTHWEST PIPE CO COM 667746101   1,632,486 52,273 SH   SOLE   0 0 52,273
NUCOR CORP COM 670346105   215,949 1,398 SH   SOLE   0 0 1,398
NVR INC COM 62944T105   211,743 38 SH   SOLE   0 0 38
OLIN CORP COM PAR $1 680665205   1,696,635 30,570 SH   SOLE   0 0 30,570
PBF ENERGY INC CL A 69318G106   1,993,736 45,981 SH   SOLE   0 0 45,981
PC CONNECTION INC COM 69318J100   1,732,893 38,543 SH   SOLE   0 0 38,543
PERDOCEO ED CORP COM 71363P106   2,352,869 175,195 SH   SOLE   0 0 175,195
PHOTRONICS INC COM 719405102   1,937,555 116,861 SH   SOLE   0 0 116,861
PREFORMED LINE PRODS CO COM 740444104   4,064,118 31,741 SH   SOLE   0 0 31,741
QUANEX BLDG PRODS CORP COM 747619104   2,007,048 93,221 SH   SOLE   0 0 93,221
REGENERON PHARMACEUTICALS COM 75886F107   216,099 263 SH   SOLE   0 0 263
RESOURCES CONNECTION INC COM 76122Q105   1,723,964 101,053 SH   SOLE   0 0 101,053
SENECA FOODS CORP NEW CL A 817070501   1,781,675 34,086 SH   SOLE   0 0 34,086
SHOE CARNIVAL INC COM 824889109   1,830,692 71,372 SH   SOLE   0 0 71,372
SIGA TECHNOLOGIES INC COM 826917106   109,135 18,980 SH   SOLE   0 0 18,980
SKYLINE CHAMPION CORPORATION COM 830830105   220,951 2,937 SH   SOLE   0 0 2,937
SOUTHWESTERN ENERGY CO COM 845467109   1,711,300 342,260 SH   SOLE   0 0 342,260
STEEL DYNAMICS INC COM 858119100   979,552 8,664 SH   SOLE   0 0 8,664
TALOS ENERGY INC COM 87484T108   1,383,993 93,261 SH   SOLE   0 0 93,261
TIMKENSTEEL CORPORATION COM 887399103   2,083,039 113,579 SH   SOLE   0 0 113,579
TITAN MACHY INC COM 88830R101   2,245,170 73,733 SH   SOLE   0 0 73,733
UNITED STATES STL CORP NEW COM 912909108   928,299 35,567 SH   SOLE   0 0 35,567
VALERO ENERGY CORP COM 91913Y100   1,897,164 13,590 SH   SOLE   0 0 13,590
VIATRIS INC COM 92556V106   150,707 15,666 SH   SOLE   0 0 15,666
VISHAY PRECISION GROUP INC COM 92835K103   1,873,646 44,867 SH   SOLE   0 0 44,867
WARRIOR MET COAL INC COM 93627C101   1,817,659 49,514 SH   SOLE   0 0 49,514
WINNEBAGO INDS INC COM 974637100   1,702,208 29,501 SH   SOLE   0 0 29,501