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
EAGLE BULK SHIPPING INC COM Y2187A150   1,128,295 26,845 SH   SOLE   26,845 0 0
INTL GNRL INSURANCE HLDNGS L SHS G4809J106   1,999,854 177,292 SH   SOLE   177,292 0 0
GENPACT LIMITED SHS G3922B107   1,058,850 29,250 SH   SOLE   29,250 0 0
EVEREST GROUP LTD COM G3223R108   2,378,688 6,400 SH   SOLE   6,400 0 0
BIOCERES CROP SOLUTIONS CORP SHS G1117K114   2,210,164 195,763 SH   SOLE   195,763 0 0
AMDOCS LTD SHS G02602103   2,110,476 24,979 SH   SOLE   24,979 0 0
CLIMB GLOBAL SOLUTIONS INC COM 946760105   2,752,640 64,000 SH   SOLE   64,000 0 0
UFP TECHNOLOGIES INC COM 902673102   1,022,463 6,333 SH   SOLE   6,333 0 0
TRIPADVISOR INC COM 896945201   927,419 55,936 SH   SOLE   55,936 0 0
TIMKEN CO COM 887389104   1,097,206 14,930 SH   SOLE   14,930 0 0
TERADATA CORP DEL COM 88076W103   3,976,166 88,320 SH   SOLE   88,320 0 0
SPROUTS FMRS MKT INC COM 85208M102   1,251,900 29,250 SH   SOLE   29,250 0 0
SOLARIS OILFIELD INFRASTRUCT COM CL A 83418M103   3,221,537 302,208 SH   SOLE   302,208 0 0
SITIO ROYALTIES CORP CLASS A COM 82983N108   1,611,151 66,549 SH   SOLE   66,549 0 0
RIMINI STR INC DEL COM 76674Q107   1,104,360 501,982 SH   SOLE   501,982 0 0
RICHARDSON ELECTRS LTD COM 763165107   915,245 83,737 SH   SOLE   83,737 0 0
RCM TECHNOLOGIES INC COM NEW 749360400   1,055,531 54,019 SH   SOLE   54,019 0 0
PHINIA INC COMMON STOCK 71880K101   1,717,025 64,092 SH   SOLE   64,092 0 0
OLAPLEX HLDGS INC COM 679369108   518,954 266,130 SH   SOLE   266,130 0 0
NORTHERN TECHNOLOGIES INTL C COM 665809109   2,911,023 217,728 SH   SOLE   217,728 0 0
NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR 63900P608   5,300,064 67,200 SH   SOLE   67,200 0 0
MGIC INVT CORP WIS COM 552848103   2,740,899 164,224 SH   SOLE   164,224 0 0
LENNOX INTL INC COM 526107107   2,492,273 6,656 SH   SOLE   6,656 0 0
LANDSTAR SYS INC COM 515098101   2,672,502 15,104 SH   SOLE   15,104 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   1,987,254 23,808 SH   SOLE   23,808 0 0
KOSMOS ENERGY LTD COM 500688106   2,149,966 262,832 SH   SOLE   262,832 0 0
KNOWLES CORP COM 49926D109   1,335,625 90,184 SH   SOLE   90,184 0 0
IRADIMED CORP COM 46266A109   1,113,155 25,088 SH   SOLE   25,088 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101   1,417,921 83,752 SH   SOLE   83,752 0 0
IPG PHOTONICS CORP COM 44980X109   1,169,741 11,520 SH   SOLE   11,520 0 0
HUNTSMAN CORP COM 447011107   2,039,450 83,584 SH   SOLE   83,584 0 0
GREEN PLAINS INC COM 393222104   3,386,611 112,512 SH   SOLE   112,512 0 0
GLOBAL BUSINESS TRAVEL GROUP COM CL A 37890B100   1,258,884 228,888 SH   SOLE   228,888 0 0
F5 INC COM 315616102   1,855,044 11,512 SH   SOLE   11,512 0 0
FEDERAL AGRIC MTG CORP CL C 313148306   3,574,822 23,168 SH   SOLE   23,168 0 0
EXTREME NETWORKS COM 30226D106   1,930,070 79,722 SH   SOLE   79,722 0 0
EPSILON ENERGY LTD COM 294375209   1,287,169 243,782 SH   SOLE   243,782 0 0
ECOVYST INC COM 27923Q109   1,659,024 168,600 SH   SOLE   168,600 0 0
EAGLE MATLS INC COM 26969P108   3,090,611 18,560 SH   SOLE   18,560 0 0
EPR PPTYS COM SH BEN INT 26884U109   1,860,992 44,800 SH   SOLE   44,800 0 0
CRITEO S A SPONS ADS 226718104   2,653,696 90,880 SH   SOLE   90,880 0 0
QUIDELORTHO CORP COM 219798105   959,088 13,131 SH   SOLE   13,131 0 0
CONSOL ENERGY INC NEW COM 20854L108   3,896,777 37,144 SH   SOLE   37,144 0 0
COMPASS MINERALS INTL INC COM 20451N101   2,071,430 74,112 SH   SOLE   74,112 0 0
CAVCO INDS INC DEL COM 149568107   1,817,911 6,843 SH   SOLE   6,843 0 0
CASS INFORMATION SYS INC COM 14808P109   2,600,609 69,815 SH   SOLE   69,815 0 0
CAPITAL BANCORP INC MD COM 139737100   2,397,219 125,312 SH   SOLE   125,312 0 0
BORGWARNER INC COM 099724106   2,325,312 57,600 SH   SOLE   57,600 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107   2,244,011 132,390 SH   SOLE   132,390 0 0
AMERICAS CAR-MART INC COM 03062T105   2,705,315 29,732 SH   SOLE   29,732 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   1,836,634 110,574 SH   SOLE   110,574 0 0
AZZ INC COM 002474104   3,064,571 67,235 SH   SOLE   67,235 0 0