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
ACCO BRANDS CORP COM 00081T108   6,069,338 1,140,853 SH   SOLE   1,140,853 0 0
CLEARWATER PAPER CORP COM 18538R103   11,023,955 329,861 SH   SOLE   329,861 0 0
DESPEGAR COM CORP ORD SHS G27358103   13,482,421 2,195,834 SH   SOLE   2,195,834 0 0
DOLE PLC ORD SHS G27907107   15,694,267 1,336,820 SH   SOLE   1,336,820 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100   6,594,804 161,400 SH   SOLE   161,400 0 0
DOUGLAS DYNAMICS INC COM 25960R105   7,968,386 249,871 SH   SOLE   249,871 0 0
DXP ENTERPRISES INC COM NEW 233377407   11,197,966 415,972 SH   SOLE   415,972 0 0
MARCUS CORP DEL COM 566330106   9,896,640 618,540 SH   SOLE   618,540 0 0
PACTIV EVERGREEN INC COM 69526K105   6,312,048 789,006 SH   SOLE   789,006 0 0
QUANEX BLDG PRODS CORP COM 747619104   1,584,974 73,617 SH   SOLE   73,617 0 0
RYERSON HLDG CORP COM 783754104   8,418,914 231,416 SH   SOLE   231,416 0 0
TECNOGLASS INC ORD SHS G87264100   5,418,882 129,144 SH   SOLE   129,144 0 0
TIMKENSTEEL CORPORATION COM 887399103   7,800,992 425,354 SH   SOLE   425,354 0 0
TORTOISE ENERGY INFRA CORP COM 89147L886   5,828,844 198,260 SH   SOLE   198,260 0 0