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   2,897,400 10,000 SH   SOLE   10,000 0 0
KB HOME COM 48666K109   2,835,200 40,000 SH   SOLE   40,000 0 0
ACME UTD CORP COM 004816104   2,819,400 60,000 SH   SOLE   60,000 0 0
TAPESTRY INC COM 876030107   2,611,400 55,000 SH   SOLE   55,000 0 0
THE CIGNA GROUP COM 125523100   2,360,735 6,500 SH   SOLE   6,500 0 0
AIR LEASE CORP CL A 00912X302   2,314,800 45,000 SH   SOLE   45,000 0 0
TEREX CORP NEW COM 880779103   2,254,000 35,000 SH   SOLE   35,000 0 0
O-I GLASS INC COM 67098H104   2,160,018 130,200 SH   SOLE   130,200 0 0
MCKESSON CORP COM 58155Q103   2,147,400 4,000 SH   SOLE   4,000 0 0
ALPHABET INC CAP STK CL A 02079K305   2,113,020 14,000 SH   SOLE   14,000 0 0
CALERES INC COM 129500104   2,051,500 50,000 SH   SOLE   50,000 0 0
BGC GROUP INC CL A 088929104   1,942,500 250,000 SH   SOLE   250,000 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   1,933,396 8,200 SH   SOLE   8,200 0 0
BRUNSWICK CORP COM 117043109   1,930,400 20,000 SH   SOLE   20,000 0 0
AUTONATION INC COM 05329W102   1,821,380 11,000 SH   SOLE   11,000 0 0
ARROW ELECTRS INC COM 042735100   1,812,440 14,000 SH   SOLE   14,000 0 0
PRUDENTIAL FINL INC COM 744320102   1,714,040 14,600 SH   SOLE   14,600 0 0
QUALCOMM INC COM 747525103   1,693,000 10,000 SH   SOLE   10,000 0 0
METLIFE INC COM 59156R108   1,660,064 22,400 SH   SOLE   22,400 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,626,900 30,000 SH   SOLE   30,000 0 0
ARCH RESOURCES INC CL A 03940R107   1,607,900 10,000 SH   SOLE   10,000 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   1,550,610 9,000 SH   SOLE   9,000 0 0
POLARIS INC COM 731068102   1,501,800 15,000 SH   SOLE   15,000 0 0
HAMILTON BEACH BRANDS HLDG C COM CL A 40701T104   1,461,600 60,000 SH   SOLE   60,000 0 0
TIMKEN CO COM 887389104   1,451,338 16,600 SH   SOLE   16,600 0 0
HOOKER FURNISHINGS CORPORATI COM 439038100   1,440,600 60,000 SH   SOLE   60,000 0 0
ALASKA AIR GROUP INC COM 011659109   1,401,474 32,600 SH   SOLE   32,600 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   1,350,800 20,000 SH   SOLE   20,000 0 0
NRG ENERGY INC COM NEW 629377508   1,303,709 19,260 SH   SOLE   19,260 0 0
DXC TECHNOLOGY CO COM 23355L106   1,276,842 60,200 SH   SOLE   60,200 0 0
TRAVEL PLUS LEISURE CO COM 894164102   1,229,386 25,110 SH   SOLE   25,110 0 0
INVESCO LTD SHS G491BT108   1,217,706 73,400 SH   SOLE   73,400 0 0
WHIRLPOOL CORP COM 963320106   1,196,300 10,000 SH   SOLE   10,000 0 0
VIATRIS INC COM 92556V106   1,194,000 100,000 SH   SOLE   100,000 0 0
SHOE CARNIVAL INC COM 824889109   1,172,480 32,000 SH   SOLE   32,000 0 0
WESTERN UN CO COM 959802109   1,171,384 83,790 SH   SOLE   83,790 0 0
LINCOLN NATL CORP IND COM 534187109   1,171,192 36,680 SH   SOLE   36,680 0 0
DINE BRANDS GLOBAL INC COM 254423106   1,162,000 25,000 SH   SOLE   25,000 0 0
M D C HLDGS INC COM 552676108   1,143,452 18,176 SH   SOLE   18,176 0 0
DELL TECHNOLOGIES INC CL C 24703L202   1,141,100 10,000 SH   SOLE   10,000 0 0
ONEOK INC NEW COM 682680103   1,137,612 14,190 SH   SOLE   14,190 0 0
CARTERS INC COM 146229109   1,123,704 13,270 SH   SOLE   13,270 0 0
TITAN INTL INC ILL COM 88830M102   1,121,400 90,000 SH   SOLE   90,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,121,171 26,720 SH   SOLE   26,720 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   1,109,576 18,160 SH   SOLE   18,160 0 0
EASTMAN CHEM CO COM 277432100   1,107,431 11,050 SH   SOLE   11,050 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104   1,102,000 50,000 SH   SOLE   50,000 0 0
GUESS INC COM 401617105   1,101,450 35,000 SH   SOLE   35,000 0 0
BAXTER INTL INC COM 071813109   1,101,410 25,770 SH   SOLE   25,770 0 0
ESCALADE INC COM 296056104   1,100,000 80,000 SH   SOLE   80,000 0 0
GILEAD SCIENCES INC COM 375558103   1,098,750 15,000 SH   SOLE   15,000 0 0
KEYCORP COM 493267108   1,088,835 68,870 SH   SOLE   68,870 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214   1,083,726 32,950 SH   SOLE   32,950 0 0
MAIN STR CAP CORP COM 56035L104   1,082,926 22,890 SH   SOLE   22,890 0 0
CORNING INC COM 219350105   1,077,792 32,700 SH   SOLE   32,700 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   1,069,849 10,460 SH   SOLE   10,460 0 0
CNA FINL CORP COM 126117100   1,067,824 23,510 SH   SOLE   23,510 0 0
CNH INDL N V SHS N20944109   1,057,925 81,630 SH   SOLE   81,630 0 0
GENERAL MTRS CO COM 37045V100   1,056,655 23,300 SH   SOLE   23,300 0 0
CHEVRON CORP NEW COM 166764100   1,052,126 6,670 SH   SOLE   6,670 0 0
DOW INC COM 260557103   1,049,112 18,110 SH   SOLE   18,110 0 0
COMCAST CORP NEW CL A 20030N101   1,046,036 24,130 SH   SOLE   24,130 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   1,044,625 34,250 SH   SOLE   34,250 0 0
BEST BUY INC COM 086516101   1,040,961 12,690 SH   SOLE   12,690 0 0
CONAGRA BRANDS INC COM 205887102   1,034,140 34,890 SH   SOLE   34,890 0 0
APPLE INC COM 037833100   1,028,880 6,000 SH   SOLE   6,000 0 0
SONOCO PRODS CO COM 835495102   1,026,660 17,750 SH   SOLE   17,750 0 0
KOHLS CORP COM 500255104   1,020,250 35,000 SH   SOLE   35,000 0 0
BLOOMIN BRANDS INC COM 094235108   1,007,815 35,140 SH   SOLE   35,140 0 0
MORGAN STANLEY COM NEW 617446448   1,004,687 10,670 SH   SOLE   10,670 0 0
HP INC COM 40434L105   997,562 33,010 SH   SOLE   33,010 0 0
INTERPUBLIC GROUP COS INC COM 460690100   992,931 30,430 SH   SOLE   30,430 0 0
CISCO SYS INC COM 17275R102   987,719 19,790 SH   SOLE   19,790 0 0
AMGEN INC COM 031162100   986,590 3,470 SH   SOLE   3,470 0 0
SPIRE INC COM 84857L101   984,989 16,050 SH   SOLE   16,050 0 0
PREMIER INC CL A 74051N102   984,776 44,560 SH   SOLE   44,560 0 0
VISTA OUTDOOR INC COM 928377100   983,400 30,000 SH   SOLE   30,000 0 0
COPA HOLDINGS SA CL A P31076105   982,229 9,430 SH   SOLE   9,430 0 0
MAGNA INTL INC COM 559222401   980,640 18,000 SH   SOLE   18,000 0 0
MANPOWERGROUP INC WIS COM 56418H100   971,276 12,510 SH   SOLE   12,510 0 0
KENNAMETAL INC COM 489170100   967,423 38,790 SH   SOLE   38,790 0 0
SPROUTS FMRS MKT INC COM 85208M102   967,200 15,000 SH   SOLE   15,000 0 0
PATTERSON COS INC COM 703395103   967,197 34,980 SH   SOLE   34,980 0 0
3M CO COM 88579Y101   966,298 9,110 SH   SOLE   9,110 0 0
PFIZER INC COM 717081103   963,203 34,710 SH   SOLE   34,710 0 0
MSC INDL DIRECT INC CL A 553530106   952,933 9,820 SH   SOLE   9,820 0 0
CRAWFORD & CO CL A 224633206   943,000 100,000 SH   SOLE   100,000 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   941,852 4,100 SH   SOLE   4,100 0 0
CRANE NXT CO COM 224441105   928,500 15,000 SH   SOLE   15,000 0 0
ENERGIZER HLDGS INC NEW COM 29272W109   926,182 31,460 SH   SOLE   31,460 0 0
RICHARDSON ELECTRS LTD COM 763165107   921,000 100,000 SH   SOLE   100,000 0 0
FRESENIUS MEDICAL CARE AG SPONSORED ADR 358029106   909,823 47,190 SH   SOLE   47,190 0 0
NEWMONT CORP COM 651639106   864,461 24,120 SH   SOLE   24,120 0 0
BUCKLE INC COM 118440106   848,489 21,070 SH   SOLE   21,070 0 0
BHP GROUP LTD SPONSORED ADS 088606108   843,428 14,620 SH   SOLE   14,620 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   815,978 37,620 SH   SOLE   37,620 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108   759,696 20,400 SH   SOLE   20,400 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103   711,600 30,000 SH   SOLE   30,000 0 0
GEOPARK LTD USD SHS G38327105   672,000 70,000 SH   SOLE   70,000 0 0
TOWNSQUARE MEDIA INC CL A 892231101   658,800 60,000 SH   SOLE   60,000 0 0
DISCOVER FINL SVCS COM 254709108   655,450 5,000 SH   SOLE   5,000 0 0
DENNYS CORP COM 24869P104   627,200 70,000 SH   SOLE   70,000 0 0
ACCO BRANDS CORP COM 00081T108   561,000 100,000 SH   SOLE   100,000 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106   559,800 180,000 SH   SOLE   180,000 0 0
SAGA COMMUNICATIONS INC CL A NEW 786598300   557,750 25,000 SH   SOLE   25,000 0 0
B. RILEY FINANCIAL INC COM 05580M108   529,250 25,000 SH   SOLE   25,000 0 0
AMC NETWORKS INC CL A 00164V103   424,550 35,000 SH   SOLE   35,000 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   315,882 98,100 SH   SOLE   98,100 0 0