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   2,998,400 10,000 SH   SOLE   10,000 0 0
KB HOME COM 48666K109   2,807,200 40,000 SH   SOLE   40,000 0 0
ALPHABET INC CAP STK CL A 02079K305   2,550,100 14,000 SH   SOLE   14,000 0 0
TAPESTRY INC COM 876030107   2,353,450 55,000 SH   SOLE   55,000 0 0
MCKESSON CORP COM 58155Q103   2,336,160 4,000 SH   SOLE   4,000 0 0
PREMIER INC CL A 74051N102   2,232,185 119,560 SH   SOLE   119,560 0 0
THE CIGNA GROUP COM 125523100   2,148,705 6,500 SH   SOLE   6,500 0 0
AIR LEASE CORP CL A 00912X302   2,138,850 45,000 SH   SOLE   45,000 0 0
ACME UTD CORP COM 004816104   2,104,200 60,000 SH   SOLE   60,000 0 0
BGC GROUP INC CL A 088929104   2,075,000 250,000 SH   SOLE   250,000 0 0
QUALCOMM INC COM 747525103   1,991,800 10,000 SH   SOLE   10,000 0 0
THE ODP CORP COM 88337F105   1,963,500 50,000 SH   SOLE   50,000 0 0
TEREX CORP NEW COM 880779103   1,919,400 35,000 SH   SOLE   35,000 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   1,868,534 8,200 SH   SOLE   8,200 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104   1,868,500 50,000 SH   SOLE   50,000 0 0
AUTONATION INC COM 05329W102   1,753,180 11,000 SH   SOLE   11,000 0 0
PRUDENTIAL FINL INC COM 744320102   1,710,974 14,600 SH   SOLE   14,600 0 0
ARROW ELECTRS INC COM 042735100   1,690,640 14,000 SH   SOLE   14,000 0 0
CALERES INC COM 129500104   1,680,000 50,000 SH   SOLE   50,000 0 0
BLOOMIN BRANDS INC COM 094235108   1,637,242 85,140 SH   SOLE   85,140 0 0
METLIFE INC COM 59156R108   1,572,256 22,400 SH   SOLE   22,400 0 0
ARCH RESOURCES INC CL A 03940R107   1,522,300 10,000 SH   SOLE   10,000 0 0
NRG ENERGY INC COM NEW 629377508   1,499,584 19,260 SH   SOLE   19,260 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   1,494,090 9,000 SH   SOLE   9,000 0 0
BRUNSWICK CORP COM 117043109   1,455,400 20,000 SH   SOLE   20,000 0 0
O-I GLASS INC COM 67098H104   1,449,126 130,200 SH   SOLE   130,200 0 0
DINE BRANDS GLOBAL INC COM 254423106   1,448,000 40,000 SH   SOLE   40,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   1,379,100 10,000 SH   SOLE   10,000 0 0
TIMKEN CO COM 887389104   1,330,158 16,600 SH   SOLE   16,600 0 0
ALASKA AIR GROUP INC COM 011659109   1,317,040 32,600 SH   SOLE   32,600 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   1,306,055 4,100 SH   SOLE   4,100 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   1,289,905 18,160 SH   SOLE   18,160 0 0
CORNING INC COM 219350105   1,270,395 32,700 SH   SOLE   32,700 0 0
APPLE INC COM 037833100   1,263,720 6,000 SH   SOLE   6,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,245,900 30,000 SH   SOLE   30,000 0 0
RICHARDSON ELECTRS LTD COM 763165107   1,189,000 100,000 SH   SOLE   100,000 0 0
SHOE CARNIVAL INC COM 824889109   1,180,480 32,000 SH   SOLE   32,000 0 0
POLARIS INC COM 731068102   1,174,650 15,000 SH   SOLE   15,000 0 0
ONEOK INC NEW COM 682680103   1,157,195 14,190 SH   SOLE   14,190 0 0
HP INC COM 40434L105   1,156,010 33,010 SH   SOLE   33,010 0 0
MAIN STR CAP CORP COM 56035L104   1,155,716 22,890 SH   SOLE   22,890 0 0
DXC TECHNOLOGY CO COM 23355L106   1,149,218 60,200 SH   SOLE   60,200 0 0
LINCOLN NATL CORP IND COM 534187109   1,140,748 36,680 SH   SOLE   36,680 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103   1,132,800 60,000 SH   SOLE   60,000 0 0
VISTA OUTDOOR INC COM 928377100   1,129,500 30,000 SH   SOLE   30,000 0 0
TRAVEL PLUS LEISURE CO COM 894164102   1,129,448 25,110 SH   SOLE   25,110 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214   1,110,745 32,950 SH   SOLE   32,950 0 0
ESCALADE INC COM 296056104   1,103,200 80,000 SH   SOLE   80,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,101,933 26,720 SH   SOLE   26,720 0 0
INVESCO LTD SHS G491BT108   1,098,064 73,400 SH   SOLE   73,400 0 0
AMGEN INC COM 031162100   1,084,202 3,470 SH   SOLE   3,470 0 0
CNA FINL CORP COM 126117100   1,083,106 23,510 SH   SOLE   23,510 0 0
EASTMAN CHEM CO COM 277432100   1,082,569 11,050 SH   SOLE   11,050 0 0
GENERAL MTRS CO COM 37045V100   1,082,518 23,300 SH   SOLE   23,300 0 0
BEST BUY INC COM 086516101   1,069,640 12,690 SH   SOLE   12,690 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   1,065,000 20,000 SH   SOLE   20,000 0 0
VIATRIS INC COM 92556V106   1,063,000 100,000 SH   SOLE   100,000 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   1,059,353 34,250 SH   SOLE   34,250 0 0
CHEVRON CORP NEW COM 166764100   1,043,321 6,670 SH   SOLE   6,670 0 0
MORGAN STANLEY COM NEW 617446448   1,037,017 10,670 SH   SOLE   10,670 0 0
HAMILTON BEACH BRANDS HLDG C COM CL A 40701T104   1,031,400 60,000 SH   SOLE   60,000 0 0
GILEAD SCIENCES INC COM 375558103   1,029,150 15,000 SH   SOLE   15,000 0 0
WESTERN UN CO COM 959802109   1,023,914 83,790 SH   SOLE   83,790 0 0
WHIRLPOOL CORP COM 963320106   1,022,000 10,000 SH   SOLE   10,000 0 0
NEWMONT CORP COM 651639106   1,009,904 24,120 SH   SOLE   24,120 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   1,000,604 10,460 SH   SOLE   10,460 0 0
CONAGRA BRANDS INC COM 205887102   991,574 34,890 SH   SOLE   34,890 0 0
KEYCORP COM 493267108   978,643 68,870 SH   SOLE   68,870 0 0
SPIRE INC COM 84857L101   974,717 16,050 SH   SOLE   16,050 0 0
PFIZER INC COM 717081103   971,186 34,710 SH   SOLE   34,710 0 0
DOW INC COM 260557103   960,736 18,110 SH   SOLE   18,110 0 0
COMCAST CORP NEW CL A 20030N101   944,931 24,130 SH   SOLE   24,130 0 0
CISCO SYS INC COM 17275R102   940,223 19,790 SH   SOLE   19,790 0 0
3M CO COM 88579Y101   930,951 9,110 SH   SOLE   9,110 0 0
ENERGIZER HLDGS INC NEW COM 29272W109   929,328 31,460 SH   SOLE   31,460 0 0
CRANE NXT CO COM 224441105   921,300 15,000 SH   SOLE   15,000 0 0
KENNAMETAL INC COM 489170100   913,117 38,790 SH   SOLE   38,790 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108   909,024 20,400 SH   SOLE   20,400 0 0
FRESENIUS MEDICAL CARE AG SPONSORED ADR 358029106   900,857 47,190 SH   SOLE   47,190 0 0
SONOCO PRODS CO COM 835495102   900,280 17,750 SH   SOLE   17,750 0 0
COPA HOLDINGS SA CL A P31076105   897,547 9,430 SH   SOLE   9,430 0 0
INTERPUBLIC GROUP COS INC COM 460690100   885,209 30,430 SH   SOLE   30,430 0 0
MANPOWERGROUP INC WIS COM 56418H100   873,198 12,510 SH   SOLE   12,510 0 0
HOOKER FURNISHINGS CORPORATI COM 439038100   868,800 60,000 SH   SOLE   60,000 0 0
CRAWFORD & CO CL A 224633206   864,000 100,000 SH   SOLE   100,000 0 0
BAXTER INTL INC COM 071813109   862,007 25,770 SH   SOLE   25,770 0 0
PATTERSON COS INC COM 703395103   843,718 34,980 SH   SOLE   34,980 0 0
BHP GROUP LTD SPONSORED ADS 088606108   834,656 14,620 SH   SOLE   14,620 0 0
CNH INDL N V SHS N20944109   826,912 81,630 SH   SOLE   81,630 0 0
CARTERS INC COM 146229109   822,342 13,270 SH   SOLE   13,270 0 0
KOHLS CORP COM 500255104   804,650 35,000 SH   SOLE   35,000 0 0
MSC INDL DIRECT INC CL A 553530106   778,824 9,820 SH   SOLE   9,820 0 0
BUCKLE INC COM 118440106   778,326 21,070 SH   SOLE   21,070 0 0
GEOPARK LTD USD SHS G38327105   766,500 70,000 SH   SOLE   70,000 0 0
MAGNA INTL INC COM 559222401   754,200 18,000 SH   SOLE   18,000 0 0
GUESS INC COM 401617105   714,000 35,000 SH   SOLE   35,000 0 0
TITAN INTL INC ILL COM 88830M102   666,900 90,000 SH   SOLE   90,000 0 0
TOWNSQUARE MEDIA INC CL A 892231101   657,600 60,000 SH   SOLE   60,000 0 0
DENNYS CORP COM 24869P104   497,000 70,000 SH   SOLE   70,000 0 0
ACCO BRANDS CORP COM 00081T108   470,000 100,000 SH   SOLE   100,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   455,014 37,620 SH   SOLE   37,620 0 0
B. RILEY FINANCIAL INC COM 05580M108   441,000 25,000 SH   SOLE   25,000 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106   433,800 180,000 SH   SOLE   180,000 0 0
SAGA COMMUNICATIONS INC CL A NEW 786598300   393,750 25,000 SH   SOLE   25,000 0 0
AMC NETWORKS INC CL A 00164V103   338,100 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