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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACI WORLDWIDE INC COM 004498101 3,212 102,000 SH   SOLE   102,000 0 0
ACUITY BRANDS INC COM 00508Y102 2,461 13,000 SH   SOLE   13,000 0 0
AMDOCS LTD SHS G02602103 4,076 28,500 SH   SOLE   28,500 0 0
APPLIED INDUSTRIAL TECH INC COM 03820C105 10,543 102,698 SH   SOLE   102,698 0 0
CABOT CORP COM 127055101 3,583 52,380 SH   SOLE   52,380 0 0
COTERRA ENERGY INC COM 127097103 11,965 443,660 SH   SOLE   443,660 0 0
CELANESE CORP COM 150870103 2,929 41,575 SH   SOLE   41,575 0 0
COHERENT INC COM 192479103 15,938 58,303 SH   SOLE   58,303 0 0
CRANE CO COM 224399105 7,742 71,500 SH   SOLE   71,500 0 0
CSG SYS INTL INC COM 126349109 21,371 336,180 SH   SOLE   336,180 0 0
CURTISS-WRIGHT CORP COM 231561101 3,153 21,000 SH   SOLE   21,000 0 0
DEVON ENERGY CORP COM 25179M103 887 15,000 SH   SOLE   15,000 0 0
DOLBY LABORATORIES INC-CL A COM 25659T107 704 9,000 SH   SOLE   9,000 0 0
DROPBOX INC-CLASS A COM 26210C104 605 26,000 SH   SOLE   26,000 0 0
EAGLE MATERIALS INC COM 26969P108 642 5,000 SH   SOLE   5,000 0 0
EMCOR GROUP INC COM 29084Q100 20,180 179,170 SH   SOLE   179,170 0 0
EOG RESOURCES INC COM 26875P101 10,075 84,500 SH   SOLE   84,500 0 0
EPLUS INC COM 294268107 2,382 42,500 SH   SOLE   42,500 0 0
EVO PAYMENTS INC-CLASS A COM 26927E104 995 43,092 SH   SOLE   43,092 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106 4,519 45,000 SH   SOLE   45,000 0 0
FISERV INC COM 337738108 3,246 32,013 SH   SOLE   32,013 0 0
GLOBAL PAYMENTS INC COM 37940X102 36,114 263,912 SH   SOLE   263,912 0 0
HURCO COMPANIES INC COM 447324104 2,767 87,813 SH   SOLE   87,813 0 0
INSPERITY INC COM 45778Q107 23,518 234,198 SH   SOLE   234,198 0 0
INSTEEL INDUSTRIES INC COM 45774W108 2,183 59,000 SH   SOLE   59,000 0 0
JUNIPER NETWORKS INC COM 48203R104 2,710 72,928 SH   SOLE   72,928 0 0
KBR INC COM 48242W106 1,313 24,000 SH   SOLE   24,000 0 0
KORN FERRY COM 500643200 2,208 34,000 SH   SOLE   34,000 0 0
KULICKE & SOFFA INDUSTRIES COM 501242101 2,689 48,000 SH   SOLE   48,000 0 0
LCI INDUSTRIES COM 50189K103 4,108 39,572 SH   SOLE   39,572 0 0
LUMENTUM HOLDINGS INC COM 55024U109 2,635 27,000 SH   SOLE   27,000 0 0
MATADOR RESOURCES CO COM 576485205 31,566 595,808 SH   SOLE   595,808 0 0
MERCURY SYSTEMS INC COM 589378108 1,225 19,000 SH   SOLE   19,000 0 0
MKS INSTRUMENTS INC COM 55306N104 45,857 305,714 SH   SOLE   305,714 0 0
MSC INDUSTRIAL DIRECT CO-A COM 553530106 8,415 98,750 SH   SOLE   98,750 0 0
NETAPP INC COM 64110D104 2,573 31,000 SH   SOLE   31,000 0 0
ONTO INNOVATION INC COM 683344105 16,490 189,775 SH   SOLE   189,775 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 27,666 110,650 SH   SOLE   110,650 0 0
PRIMORIS SERVICES CORP COM 74164F103 10,997 461,675 SH   SOLE   461,675 0 0
PULTEGROUP INC COM 745867101 3,059 73,000 SH   SOLE   73,000 0 0
ROLLINS INC COM 775711104 33,777 963,670 SH   SOLE   963,670 0 0
TERADATA CORP COM 88076W103 1,170 23,750 SH   SOLE   23,750 0 0
TETRA TECH INC COM 88162G103 34,714 210,465 SH   SOLE   210,465 0 0
THOR INDUSTRIES COM 885160101 16,290 206,984 SH   SOLE   206,984 0 0
VALMONT INDUSTRIES COM 920253101 9,273 38,862 SH   SOLE   38,862 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 2,424 123,700 SH   SOLE   123,700 0 0
VISHAY PRECISION GROUP COM 92835K103 96 3,000 SH   SOLE   3,000 0 0
WABTEC CORP COM 929740108 22,205 230,900 SH   SOLE   230,900 0 0
XEROX HOLDINGS CORP COM 98421M106 2,995 148,500 SH   SOLE   148,500 0 0