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
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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
Adeia Inc COM 00676P107   2,823 258,513 SH   SOLE 0 258,513 0 0
Adtalem Global Educ Inc COM 00737L103   6,990 136,000 SH   SOLE 0 136,000 0 0
Avanos Medical Inc COM 05350V106   2,876 144,450 SH   SOLE 0 144,450 0 0
Axos Financial Inc COM 05465C100   5,320 98,450 SH   SOLE 0 98,450 0 0
Berkshire Hills Bancorp Inc COM 084680107   3,189 139,150 SH   SOLE 0 139,150 0 0
Brighthouse Financial Inc COM 10922N103   4,737 91,900 SH   SOLE 0 91,900 0 0
BrightSphere Inv Group Inc COM 10948W103   1,448 63,381 SH   SOLE 0 63,381 0 0
California Resources Corp COM 13057Q305   7,620 138,300 SH   SOLE 0 138,300 0 0
CNO Financial Group Inc COM 12621E103   4,318 157,150 SH   SOLE 0 157,150 0 0
CNX Resources Corp COM 12653C108   5,001 210,850 SH   SOLE 0 210,850 0 0
Consensus Cloud Solns Inc COM 20848V105   573 36,100 SH   SOLE 0 36,100 0 0
Cross Country Healthcare Inc COM 227483104   3,171 169,400 SH   SOLE 0 169,400 0 0
Daseke Inc COM 23753F107   1,764 212,550 SH   SOLE 0 212,550 0 0
Dine Brands Global Inc COM 254423106   2,475 53,250 SH   SOLE 0 53,250 0 0
Driven Brands Hldgs Inc COM 26210V102   3,373 213,600 SH   SOLE 0 213,600 0 0
DT Midstream Inc COM 23345M107   6,536 106,975 SH   SOLE 0 106,975 0 0
Gibraltar Industries Inc COM 374689107   7,228 89,750 SH   SOLE 0 89,750 0 0
HireRight Hldgs Corp COM 433537107   2,298 161,050 SH   SOLE 0 161,050 0 0
Integra LifeSciences Hldgs Cor COM 457985208   3,522 99,350 SH   SOLE 0 99,350 0 0
NCR Atleos Corp COM 63001N106   3,210 162,550 SH   SOLE 0 162,550 0 0
Open Lending Corp COM 68373J104   563 90,000 SH   SOLE 0 90,000 0 0
Perficient Inc COM 71375U101   3,141 55,800 SH   SOLE 0 55,800 0 0
PHINIA Inc COM 71880K101   6,479 168,600 SH   SOLE 0 168,600 0 0
Preferred Bank COM 740367404   3,167 41,250 SH   SOLE 0 41,250 0 0
Radian Group Inc COM 750236101   6,627 198,000 SH   SOLE 0 198,000 0 0
Radiant Logistics Inc COM 75025X100   693 127,799 SH   SOLE 0 127,799 0 0
Science App Intl Corp COM 808625107   3,110 23,850 SH   SOLE 0 23,850 0 0
Southside Bancshares Inc COM 84470P109   2,034 69,600 SH   SOLE 0 69,600 0 0
SP Plus Corp COM 78469C103   2,950 56,500 SH   SOLE 0 56,500 0 0
Tenet Healthcare Corp COM 88033G407   9,460 90,000 SH   SOLE 0 90,000 0 0
The ODP Corp COM 88337F105   5,066 95,500 SH   SOLE 0 95,500 0 0
Tri Pointe Homes Inc COM 87265H109   8,639 223,450 SH   SOLE 0 223,450 0 0
Victory Capital Hldgs Inc COM 92645B103   5,448 128,400 SH   SOLE 0 128,400 0 0
Vista Outdoor Inc COM 928377100   5,286 161,250 SH   SOLE 0 161,250 0 0
Vitesse Energy Inc COM 92852X103   3,162 133,250 SH   SOLE 0 133,250 0 0
Xenia Hotels and Resorts COM 984017103   4,586 305,550 SH   SOLE 0 305,550 0 0
Xperi Inc COM 98423J101   884 73,321 SH   SOLE 0 73,321 0 0