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
FEDEX CORP COM 31428X106   3,198,860 14,000 SH   SOLE   14,000 0 0
O-I GLASS INC COM 67098H104   2,956,842 130,200 SH   SOLE   130,200 0 0
MCKESSON CORP COM 58155Q103   2,670,375 7,500 SH   SOLE   7,500 0 0
TEREX CORP NEW COM 880779103   2,419,000 50,000 SH   SOLE   50,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   2,079,300 30,000 SH   SOLE   30,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   1,974,500 50,000 SH   SOLE   50,000 0 0
AIR LEASE CORP CL A 00912X302   1,771,650 45,000 SH   SOLE   45,000 0 0
SPROUTS FMRS MKT INC COM 85208M102   1,751,500 50,000 SH   SOLE   50,000 0 0
ARROW ELECTRS INC COM 042735100   1,748,180 14,000 SH   SOLE   14,000 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   1,722,000 8,200 SH   SOLE   8,200 0 0
CRANE HLDGS CO COM 224441105   1,702,500 15,000 SH   SOLE   15,000 0 0
THE CIGNA GROUP COM 125523100   1,660,945 6,500 SH   SOLE   6,500 0 0
APPLE INC COM 037833100   1,649,000 10,000 SH   SOLE   10,000 0 0
BRUNSWICK CORP COM 117043109   1,640,000 20,000 SH   SOLE   20,000 0 0
ACME UTD CORP COM 004816104   1,610,000 70,000 SH   SOLE   70,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   1,608,400 40,000 SH   SOLE   40,000 0 0
KB HOME COM 48666K109   1,607,200 40,000 SH   SOLE   40,000 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   1,553,940 9,000 SH   SOLE   9,000 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106   1,526,400 180,000 SH   SOLE   180,000 0 0
DISCOVER FINL SVCS COM 254709108   1,482,600 15,000 SH   SOLE   15,000 0 0
ALPHABET INC CAP STK CL A 02079K305   1,452,220 14,000 SH   SOLE   14,000 0 0
TIMKEN CO COM 887389104   1,356,552 16,600 SH   SOLE   16,600 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104   1,347,500 50,000 SH   SOLE   50,000 0 0
BRINKER INTL INC COM 109641100   1,330,000 35,000 SH   SOLE   35,000 0 0
WHIRLPOOL CORP COM 963320106   1,320,200 10,000 SH   SOLE   10,000 0 0
BGC PARTNERS INC CL A 05541T101   1,307,500 250,000 SH   SOLE   250,000 0 0
METLIFE INC COM 59156R108   1,297,856 22,400 SH   SOLE   22,400 0 0
QUALCOMM INC COM 747525103   1,275,800 10,000 SH   SOLE   10,000 0 0
GILEAD SCIENCES INC COM 375558103   1,244,550 15,000 SH   SOLE   15,000 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   1,214,871 17,420 SH   SOLE   17,420 0 0
PRUDENTIAL FINL INC COM 744320102   1,208,004 14,600 SH   SOLE   14,600 0 0
INVESCO LTD SHS G491BT108   1,203,760 73,400 SH   SOLE   73,400 0 0
ESCALADE INC COM 296056104   1,168,000 80,000 SH   SOLE   80,000 0 0
FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106   1,096,591 51,580 SH   SOLE   51,580 0 0
HOOKER FURNISHINGS CORPORATI COM 439038100   1,091,400 60,000 SH   SOLE   60,000 0 0
OPEN TEXT CORP COM 683715106   1,090,965 28,300 SH   SOLE   28,300 0 0
CALERES INC COM 129500104   1,081,500 50,000 SH   SOLE   50,000 0 0
INTEL CORP COM 458140100   1,073,536 32,860 SH   SOLE   32,860 0 0
M D C HLDGS INC COM 552676108   1,042,727 26,826 SH   SOLE   26,826 0 0
DXC TECHNOLOGY CO COM 23355L106   1,027,512 40,200 SH   SOLE   40,200 0 0
LCI INDS COM 50189K103   999,817 9,100 SH   SOLE   9,100 0 0
BLACKSTONE INC COM 09260D107   998,741 11,370 SH   SOLE   11,370 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106   997,408 8,780 SH   SOLE   8,780 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   996,816 54,680 SH   SOLE   54,680 0 0
OMNICOM GROUP INC COM 681919106   982,079 10,410 SH   SOLE   10,410 0 0
GUESS INC COM 401617105   973,000 50,000 SH   SOLE   50,000 0 0
MAGNA INTL INC COM 559222401   964,260 18,000 SH   SOLE   18,000 0 0
VIATRIS INC COM 92556V106   962,000 100,000 SH   SOLE   100,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   959,556 10,220 SH   SOLE   10,220 0 0
ALASKA AIR GROUP INC COM 011659109   948,296 22,600 SH   SOLE   22,600 0 0
PACCAR INC COM 693718108   942,084 12,870 SH   SOLE   12,870 0 0
UNITED PARCEL SERVICE INC CL B 911312106   935,032 4,820 SH   SOLE   4,820 0 0
CORNING INC COM 219350105   934,567 26,490 SH   SOLE   26,490 0 0
CISCO SYS INC COM 17275R102   931,541 17,820 SH   SOLE   17,820 0 0
FORD MTR CO DEL COM 345370860   923,202 73,270 SH   SOLE   73,270 0 0
DOW INC COM 260557103   920,428 16,790 SH   SOLE   16,790 0 0
TRAVEL PLUS LEISURE CO COM 894164102   920,024 23,470 SH   SOLE   23,470 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   918,236 4,100 SH   SOLE   4,100 0 0
COMCAST CORP NEW CL A 20030N101   914,768 24,130 SH   SOLE   24,130 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103   912,900 30,000 SH   SOLE   30,000 0 0
RYDER SYS INC COM 783549108   904,001 10,130 SH   SOLE   10,130 0 0
FOOT LOCKER INC COM 344849104   903,741 22,770 SH   SOLE   22,770 0 0
STANLEY BLACK & DECKER INC COM 854502101   901,690 11,190 SH   SOLE   11,190 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   886,824 98,100 SH   SOLE   98,100 0 0
MEDTRONIC PLC SHS G5960L103   877,952 10,890 SH   SOLE   10,890 0 0
CITIGROUP INC COM NEW 172967424   874,030 18,640 SH   SOLE   18,640 0 0
EASTMAN CHEM CO COM 277432100   872,919 10,350 SH   SOLE   10,350 0 0
INTERNATIONAL PAPER CO COM 460146103   871,931 24,180 SH   SOLE   24,180 0 0
MORGAN STANLEY COM NEW 617446448   871,854 9,930 SH   SOLE   9,930 0 0
ENERGIZER HLDGS INC NEW COM 29272W109   866,112 24,960 SH   SOLE   24,960 0 0
MANULIFE FINL CORP COM 56501R106   861,818 46,940 SH   SOLE   46,940 0 0
GENERAL MTRS CO COM 37045V100   854,644 23,300 SH   SOLE   23,300 0 0
FRANKLIN RESOURCES INC COM 354613101   851,573 31,610 SH   SOLE   31,610 0 0
AXIS CAP HLDGS LTD SHS G0692U109   849,967 15,590 SH   SOLE   15,590 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   843,934 16,330 SH   SOLE   16,330 0 0
MANPOWERGROUP INC WIS COM 56418H100   839,330 10,170 SH   SOLE   10,170 0 0
CRAWFORD & CO CL A 224633206   836,000 100,000 SH   SOLE   100,000 0 0
LEGGETT & PLATT INC COM 524660107   833,343 26,140 SH   SOLE   26,140 0 0
VISTA OUTDOOR INC COM 928377100   831,300 30,000 SH   SOLE   30,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   828,357 21,300 SH   SOLE   21,300 0 0
KOHLS CORP COM 500255104   823,900 35,000 SH   SOLE   35,000 0 0
ALTRIA GROUP INC COM 02209S103   821,454 18,410 SH   SOLE   18,410 0 0
SHOE CARNIVAL INC COM 824889109   820,800 32,000 SH   SOLE   32,000 0 0
BEST BUY INC COM 086516101   818,704 10,460 SH   SOLE   10,460 0 0
RIO TINTO PLC SPONSORED ADR 767204100   814,968 11,880 SH   SOLE   11,880 0 0
KRAFT HEINZ CO COM 500754106   802,403 20,750 SH   SOLE   20,750 0 0
AMCOR PLC ORD G0250X107   801,949 70,470 SH   SOLE   70,470 0 0
NEWELL BRANDS INC COM 651229106   800,638 64,360 SH   SOLE   64,360 0 0
PATTERSON COS INC COM 703395103   800,423 29,900 SH   SOLE   29,900 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   795,404 13,470 SH   SOLE   13,470 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   785,229 5,990 SH   SOLE   5,990 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   783,237 22,650 SH   SOLE   22,650 0 0
DENNYS CORP COM 24869P104   781,200 70,000 SH   SOLE   70,000 0 0
AMGEN INC COM 031162100   776,018 3,210 SH   SOLE   3,210 0 0
CNA FINL CORP COM 126117100   775,136 19,860 SH   SOLE   19,860 0 0
DOMINION ENERGY INC COM 25746U109   762,612 13,640 SH   SOLE   13,640 0 0
NATIONAL FUEL GAS CO COM 636180101   761,013 13,180 SH   SOLE   13,180 0 0
HASBRO INC COM 418056107   743,607 13,850 SH   SOLE   13,850 0 0
3M CO COM 88579Y101   738,923 7,030 SH   SOLE   7,030 0 0
COMPUTER TASK GROUP INC COM 205477102   725,000 100,000 SH   SOLE   100,000 0 0
CONOCOPHILLIPS COM 20825C104   713,320 7,190 SH   SOLE   7,190 0 0
ORGANON & CO COMMON STOCK 68622V106   706,776 30,050 SH   SOLE   30,050 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   701,690 5,770 SH   SOLE   5,770 0 0
WESTERN UN CO COM 959802109   676,917 60,710 SH   SOLE   60,710 0 0
ARCH RESOURCES INC CL A 03940R107   657,300 5,000 SH   SOLE   5,000 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108   618,528 20,400 SH   SOLE   20,400 0 0
HAMILTON BEACH BRANDS HLDG C COM CL A 40701T104   614,400 60,000 SH   SOLE   60,000 0 0
B. RILEY FINANCIAL INC COM 05580M108   581,995 20,500 SH   SOLE   20,500 0 0
SAGA COMMUNICATIONS INC CL A NEW 786598300   555,750 25,000 SH   SOLE   25,000 0 0
ACCO BRANDS CORP COM 00081T108   532,000 100,000 SH   SOLE   100,000 0 0
MKS INSTRS INC COM 55306N104   531,720 6,000 SH   SOLE   6,000 0 0
TOWNSQUARE MEDIA INC CL A 892231101   480,000 60,000 SH   SOLE   60,000 0 0
BIG LOTS INC COM 089302103   438,400 40,000 SH   SOLE   40,000 0 0
AMC NETWORKS INC CL A 00164V103   351,600 20,000 SH   SOLE   20,000 0 0
GSI TECHNOLOGY INC COM 36241U106   258,000 150,000 SH   SOLE   150,000 0 0