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
Bath & Body Works, Inc. COMMON 070830104 5,108 156,685 SH   SOLE   156,685 0 0
Chico's FAS, Inc. COMMON 168615102 0 100 SH   SOLE   100 0 0
Eastern Co COMMON 276317104 10,892 627,768 SH   SOLE   627,768 0 0
Encompass Health Corp COMMON 29261A100 5,516 121,960 SH   SOLE   110,251 11,709 0
Enhabit, Inc. COMMON 29332G102 2,274 161,975 SH   SOLE   154,054 7,921 0
Ethan Allen Interiors Inc. COMMON 297602104 211 10,000 SH   SOLE   10,000 0 0
Hanesbrands Inc. COMMON 410345102 608 87,400 SH   SOLE   87,400 0 0
Itron, Inc. COMMON 465741106 2,371 56,298 SH   SOLE   46,470 9,828 0
Macy's, Inc. COMMON 55616P104 78 5,000 SH   SOLE   5,000 0 0
Matthews International Corporation COMMON 577128101 3,797 169,413 SH   SOLE   169,413 0 0
Rambus Inc. COMMON 750917106 13,475 530,100 SH   SOLE   530,100 0 0
Textron Inc. COMMON 883203101 5,466 93,818 SH   SOLE   93,818 0 0
TriMas Corporation COMMON 896215209 218 8,688 SH   SOLE   8,688 0 0