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
ACI WORLDWIDE INC COM 004498101   5,437 201,500 SH   SOLE   201,500 0 0
ACUITY BRANDS INC COM 00508Y102   2,375 13,000 SH   SOLE   13,000 0 0
AMDOCS LTD SHS G02602103   4,760 49,575 SH   SOLE   49,575 0 0
APPLIED INDUSTRIAL TECH INC COM 03820C105   14,596 102,698 SH   SOLE   102,698 0 0
CABOT CORP COM 127055101   3,095 40,380 SH   SOLE   40,380 0 0
COTERRA ENERGY INC COM 127097103   11,329 461,660 SH   SOLE   461,660 0 0
CRANE CO COM 224399105   5,562 49,000 SH   SOLE   49,000 0 0
CSG SYS INTL INC COM 126349109   18,053 336,180 SH   SOLE   336,180 0 0
CURTISS-WRIGHT CORP COM 231561101   3,349 19,000 SH   SOLE   19,000 0 0
EMCOR GROUP INC COM 29084Q100   28,888 177,670 SH   SOLE   177,670 0 0
EOG RESOURCES INC COM 26875P101   14,730 128,500 SH   SOLE   128,500 0 0
EPLUS INC COM 294268107   638 13,000 SH   SOLE   13,000 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106   4,661 85,800 SH   SOLE   85,800 0 0
FISERV INC COM 337738108   3,617 32,000 SH   SOLE   32,000 0 0
GLOBAL PAYMENTS INC COM 37940X102   28,616 271,912 SH   SOLE   271,912 0 0
INSPERITY INC COM 45778Q107   27,737 228,198 SH   SOLE   228,198 0 0
INSTEEL INDUSTRIES INC COM 45774W108   1,516 54,500 SH   SOLE   54,500 0 0
JUNIPER NETWORKS INC COM 48203R104   2,510 72,928 SH   SOLE   72,928 0 0
KORN FERRY COM 500643200   2,794 54,000 SH   SOLE   54,000 0 0
MATADOR RESOURCES CO COM 576485205   28,010 587,808 SH   SOLE   587,808 0 0
MKS INSTRUMENTS INC COM 55306N104   26,383 297,714 SH   SOLE   297,714 0 0
MSC INDUSTRIAL DIRECT CO-A COM 553530106   8,295 98,750 SH   SOLE   98,750 0 0
ONTO INNOVATION INC COM 683344105   16,414 186,775 SH   SOLE   186,775 0 0
PIONEER NATURAL RESOURCES CO COM 723787107   27,501 134,650 SH   SOLE   134,650 0 0
PRIMORIS SERVICES CORP COM 74164F103   11,384 461,675 SH   SOLE   461,675 0 0
PULTEGROUP INC COM 745867101   729 12,500 SH   SOLE   12,500 0 0
ROLLINS INC COM 775711104   35,622 949,170 SH   SOLE   949,170 0 0
TETRA TECH INC COM 88162G103   30,229 205,765 SH   SOLE   205,765 0 0
THOR INDUSTRIES COM 885160101   16,484 206,984 SH   SOLE   206,984 0 0
VALMONT INDUSTRIES COM 920253101   10,536 33,000 SH   SOLE   33,000 0 0
WABTEC CORP COM 929740108   23,537 232,900 SH   SOLE   232,900 0 0
XEROX HOLDINGS CORP COM 98421M106   1,186 77,000 SH   SOLE   77,000 0 0