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
ALLEGION, PLC COM G0176J109 483 4,270 SH   SOLE   4,270 0 0
AMERCO COM 023586100 10,057 25,526 SH   SOLE   25,526 0 0
ASTRONICS COM 046433108 109 13,568 SH   SOLE   13,568 0 0
BRISTOL MYERS COM 110122108 437 6,938 SH   SOLE   6,938 0 0
BUILDERS F.S. COM 12008R107 419 12,221 SH   SOLE   12,221 0 0
CARRIER GLOBAL COM 14448C104 869 23,024 SH   SOLE   23,024 0 0
CHASE CORP. COM 16150R104 6,683 62,459 SH   SOLE   62,459 0 0
CIRCOR INT'L COM 17273K109 367 11,114 SH   SOLE   11,114 0 0
CONOCOPHILLIPS COM 20825C104 1,714 49,332 SH   SOLE   49,332 0 0
COOPER TIRE COM 216831107 804 20,364 SH   SOLE   20,364 0 0
CORE MOLDINGS COM 218683100 759 77,845 SH   SOLE   77,845 0 0
CRANE CO. COM 224399105 1,115 18,349 SH   SOLE   18,349 0 0
DELTA APPAREL COM 247368103 7,764 450,071 SH   SOLE   450,071 0 0
DENNY'S CORP. COM 24869P104 459 45,949 SH   SOLE   45,949 0 0
DUCOMMUN INC COM 264147109 660 16,614 SH   SOLE   16,614 0 0
EASTMAN CHEM COM 277432100 2,888 31,049 SH   SOLE   31,049 0 0
EATON CORP COM G29183103 308 2,700 SH   SOLE   2,700 0 0
FERRO CORP. COM 315405100 1,785 132,196 SH   SOLE   132,196 0 0
FLOTEK IND. COM 343389102 612 255,016 SH   SOLE   255,016 0 0
GOODYEAR TIRE COM 382550101 950 97,934 SH   SOLE   97,934 0 0
HANESBRANDS COM 410345102 961 76,911 SH   SOLE   76,911 0 0
HESS CORP. COM 42809H107 244 5,816 SH   SOLE   5,816 0 0
HUNTSMAN CORP. COM 447011107 6,930 288,746 SH   SOLE   288,746 0 0
IEC ELECTRIC COM 44949L105 1,475 159,415 SH   SOLE   159,415 0 0
INGERSOLL RAND COM 45687V106 412 9,798 SH   SOLE   9,798 0 0
INGLES MARKETS COM 457030104 2,353 63,171 SH   SOLE   63,171 0 0
JOHNSON OUTDR COM 479167108 324 3,859 SH   SOLE   3,859 0 0
KOPPERS HOLDING COM 50060P106 1,346 53,305 SH   SOLE   53,305 0 0
KRATON PERFORM COM 50077C106 5,920 227,692 SH   SOLE   227,692 0 0
L3 HARRIS TECH COM 502431109 2,252 11,669 SH   SOLE   11,669 0 0
LCI INDUSTRIES COM 50189K103 2,981 25,261 SH   SOLE   25,261 0 0
LYDALL, INC. COM 550819106 409 18,160 SH   SOLE   18,160 0 0
MARATHON PET. COM 56585A102 1,041 28,136 SH   SOLE   28,136 0 0
NN, INC. COM 629337106 66 11,515 SH   SOLE   11,515 0 0
NORTHERN TECH COM 665809109 620 72,897 SH   SOLE   72,897 0 0
PHILLIPS 66 COM 718546104 1,529 26,366 SH   SOLE   26,366 0 0
Q.E.P. CO.,INC COM 74727K102 2,927 172,190 SH   SOLE   172,190 0 0
READING INT'L COM 755408101 90 30,057 SH   SOLE   30,057 0 0
SENSIENT TECH COM 81725T100 286 3,999 SH   SOLE   3,999 0 0
SHYFT GROUP COM 825698103 513 22,550 SH   SOLE   22,550 0 0
SMTC CORP COM 832682207 116 30,102 SH   SOLE   30,102 0 0
STANDEX INTL CP COM 854231107 4,136 55,891 SH   SOLE   55,891 0 0
STEPAN CHEMICAL COM 858586100 705 5,683 SH   SOLE   5,683 0 0
TOTAL SA COM 89151E109 295 7,759 SH   SOLE   7,759 0 0
TRANE TECH COM G8994E103 1,845 12,549 SH   SOLE   12,549 0 0
TRINSEO SA COM L9340P101 2,389 63,283 SH   SOLE   63,283 0 0
UFP INDUSTRIES COM 90278Q108 231 4,450 SH   SOLE   4,450 0 0
UNITED RENTALS COM 911363109 4,417 21,391 SH   SOLE   21,391 0 0
VAALCO ENERGY COM 91851C201 2,219 2,335,489 SH   SOLE   2,335,489 0 0
WATTS WATER COM 942749102 2,830 24,192 SH   SOLE   24,192 0 0
WESCO INTL COM 95082P105 493 8,500 SH   SOLE   8,500 0 0
LIFE STORAGE COM 53223X107 241 2,100 SH   SOLE   2,100 0 0
UNIVERSAL SEC COM 913821302 150 60,070 SH   SOLE   60,070 0 0
ZUNICOM INC COM COM 98981X401 7 355,953 SH   SOLE   355,953 0 0