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
ADVANSIX INC COM 00773T101 9,941 210,399 SH   SOLE   210,399 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 13,376 205,158 SH   SOLE   205,158 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 5,088 872,711 SH   SOLE   872,711 0 0
CANNAE HLDGS INC COM 13765N107 12,259 348,772 SH   SOLE   348,772 0 0
CAZOO GROUP LTD COM G2007L105 1,971 326,925 SH   SOLE   326,925 0 0
ECOVYST INC COM 27923Q109 11,134 1,087,310 SH   SOLE   1,087,310 0 0
GREENBRIER COS INC COM 393657101 13,256 288,869 SH   SOLE   288,869 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 12,631 285,309 SH   SOLE   285,309 0 0
HAVERTY FURNITURE COS INC COM 419596101 6,061 198,271 SH   SOLE   198,271 0 0
LA Z BOY INC COM 505336107 6,013 165,600 SH   SOLE   165,600 0 0
MARLIN BUSINESS SVCS CORP COM 571157106 2,364 101,564 SH   SOLE   101,564 0 0
NORTHWEST PIPE CO COM 667746101 5,948 187,053 SH   SOLE   187,053 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 2,547 129,136 SH   SOLE   129,136 0 0
SEABOARD CORP DEL COM 811543107 834 212 SH   SOLE   212 0 0
TECNOGLASS INC SHS G87264100 14,906 569,146 SH   SOLE   569,146 0 0
TRINSEO PLC SHS G9059U107 10,129 193,083 SH   SOLE   193,083 0 0
VIVINT SMART HOME INC COM CL A 928542109 2,732 279,304 SH   SOLE   279,304 0 0
WARRIOR MET COAL INC COM 93627C101 9,202 357,908 SH   SOLE   357,908 0 0