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
Expires: July 31, 2015
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
THE ODP CORP COM 88337F105 3,718,750 125,000 SH SOLE 0 0 125,000
KB HOME COM 48666K109 3,427,600 40,000 SH SOLE 0 0 40,000
FEDEX CORP COM 31428X106 2,736,800 10,000 SH SOLE 0 0 10,000
TAPESTRY INC COM 876030107 2,583,900 55,000 SH SOLE 0 0 55,000
ACME UTD CORP COM 004816104 2,498,400 60,000 SH SOLE 0 0 60,000
PREMIER INC CL A 74051N102 2,391,200 119,560 SH SOLE 0 0 119,560
ALPHABET INC CAP STK CL A 02079K305 2,321,900 14,000 SH SOLE 0 0 14,000
BGC GROUP INC CL A 088929104 2,295,000 250,000 SH SOLE 0 0 250,000
THE CIGNA GROUP COM 125523100 2,251,860 6,500 SH SOLE 0 0 6,500
ARCH RESOURCES INC CL A 03940R107 2,072,400 15,000 SH SOLE 0 0 15,000
AIR LEASE CORP CL A 00912X302 2,038,050 45,000 SH SOLE 0 0 45,000
MCKESSON CORP COM 58155Q103 1,977,680 4,000 SH SOLE 0 0 4,000
AUTONATION INC COM 05329W102 1,968,120 11,000 SH SOLE 0 0 11,000
ASBURY AUTOMOTIVE GROUP INC COM 043436104 1,956,438 8,200 SH SOLE 0 0 8,200
HARLEY DAVIDSON INC COM 412822108 1,926,500 50,000 SH SOLE 0 0 50,000
ARROW ELECTRS INC COM 042735100 1,859,620 14,000 SH SOLE 0 0 14,000
PATTERSON COS INC COM 703395103 1,855,963 84,980 SH SOLE 0 0 84,980
TEREX CORP NEW COM 880779103 1,851,850 35,000 SH SOLE 0 0 35,000
METLIFE INC COM 59156R108 1,847,552 22,400 SH SOLE 0 0 22,400
HAMILTON BEACH BRANDS HLDG C COM CL A 40701T104 1,825,800 60,000 SH SOLE 0 0 60,000
PRUDENTIAL FINL INC COM 744320102 1,768,060 14,600 SH SOLE 0 0 14,600
NRG ENERGY INC COM NEW 629377508 1,754,586 19,260 SH SOLE 0 0 19,260
O-I GLASS INC COM 67098H104 1,708,224 130,200 SH SOLE 0 0 130,200
QUALCOMM INC COM 747525103 1,700,500 10,000 SH SOLE 0 0 10,000
BRUNSWICK CORP COM 117043109 1,676,400 20,000 SH SOLE 0 0 20,000
CALERES INC COM 129500104 1,652,500 50,000 SH SOLE 0 0 50,000
BRISTOL-MYERS SQUIBB CO COM 110122108 1,552,200 30,000 SH SOLE 0 0 30,000
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 1,488,150 9,000 SH SOLE 0 0 9,000
CORNING INC COM 219350105 1,476,405 32,700 SH SOLE 0 0 32,700
ALASKA AIR GROUP INC COM 011659109 1,473,846 32,600 SH SOLE 0 0 32,600
UNITED THERAPEUTICS CORP DEL COM 91307C102 1,469,235 4,100 SH SOLE 0 0 4,100
DT MIDSTREAM INC COMMON STOCK 23345M107 1,428,466 18,160 SH SOLE 0 0 18,160
BLOOMIN BRANDS INC COM 094235108 1,407,364 85,140 SH SOLE 0 0 85,140
SHOE CARNIVAL INC COM 824889109 1,403,200 32,000 SH SOLE 0 0 32,000
TIMKEN CO COM 887389104 1,399,214 16,600 SH SOLE 0 0 16,600
APPLE INC COM 037833100 1,398,000 6,000 SH SOLE 0 0 6,000
BEST BUY INC COM 086516101 1,310,877 12,690 SH SOLE 0 0 12,690
ONEOK INC NEW COM 682680103 1,293,135 14,190 SH SOLE 0 0 14,190
NEWMONT CORP COM 651639106 1,289,214 24,120 SH SOLE 0 0 24,120
INVESCO LTD SHS G491BT108 1,288,904 73,400 SH SOLE 0 0 73,400
GILEAD SCIENCES INC COM 375558103 1,257,600 15,000 SH SOLE 0 0 15,000
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 1,254,407 32,950 SH SOLE 0 0 32,950
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 1,252,865 34,250 SH SOLE 0 0 34,250
DINE BRANDS GLOBAL INC COM 254423106 1,249,200 40,000 SH SOLE 0 0 40,000
DXC TECHNOLOGY CO COM 23355L106 1,249,150 60,200 SH SOLE 0 0 60,200
POLARIS INC COM 731068102 1,248,600 15,000 SH SOLE 0 0 15,000
3M CO COM 88579Y101 1,245,337 9,110 SH SOLE 0 0 9,110
EASTMAN CHEM CO COM 277432100 1,237,048 11,050 SH SOLE 0 0 11,050
RICHARDSON ELECTRS LTD COM 763165107 1,234,000 100,000 SH SOLE 0 0 100,000
VERIZON COMMUNICATIONS INC COM 92343V104 1,199,995 26,720 SH SOLE 0 0 26,720
DELL TECHNOLOGIES INC CL C 24703L202 1,185,400 10,000 SH SOLE 0 0 10,000
HP INC COM 40434L105 1,184,069 33,010 SH SOLE 0 0 33,010
VISTA OUTDOOR INC COM 928377100 1,175,400 30,000 SH SOLE 0 0 30,000
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 1,167,200 20,000 SH SOLE 0 0 20,000
VIATRIS INC COM 92556V106 1,161,000 100,000 SH SOLE 0 0 100,000
TRAVEL PLUS LEISURE CO COM 894164102 1,157,069 25,110 SH SOLE 0 0 25,110
LINCOLN NATL CORP IND COM 534187109 1,155,787 36,680 SH SOLE 0 0 36,680
KEYCORP COM 493267108 1,153,573 68,870 SH SOLE 0 0 68,870
CNA FINL CORP COM 126117100 1,150,579 23,510 SH SOLE 0 0 23,510
MAIN STR CAP CORP COM 56035L104 1,147,705 22,890 SH SOLE 0 0 22,890
CONAGRA BRANDS INC COM 205887102 1,134,623 34,890 SH SOLE 0 0 34,890
ESCALADE INC COM 296056104 1,125,600 80,000 SH SOLE 0 0 80,000
AMGEN INC COM 031162100 1,118,069 3,470 SH SOLE 0 0 3,470
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 1,113,600 30,000 SH SOLE 0 0 30,000
MORGAN STANLEY COM NEW 617446448 1,112,241 10,670 SH SOLE 0 0 10,670
CRAWFORD & CO CL A 224633206 1,097,000 100,000 SH SOLE 0 0 100,000
MASTERCRAFT BOAT HLDGS INC COM 57637H103 1,092,600 60,000 SH SOLE 0 0 60,000
HOOKER FURNISHINGS CORPORATI COM 439038100 1,084,800 60,000 SH SOLE 0 0 60,000
SPIRE INC COM 84857L101 1,080,005 16,050 SH SOLE 0 0 16,050
WHIRLPOOL CORP COM 963320106 1,070,000 10,000 SH SOLE 0 0 10,000
CISCO SYS INC COM 17275R102 1,053,224 19,790 SH SOLE 0 0 19,790
GENERAL MTRS CO COM 37045V100 1,044,772 23,300 SH SOLE 0 0 23,300
COMCAST CORP NEW CL A 20030N101 1,007,910 24,130 SH SOLE 0 0 24,130
KENNAMETAL INC COM 489170100 1,005,825 38,790 SH SOLE 0 0 38,790
FRESENIUS MEDICAL CARE AG SPONSORED ADR 358029106 1,005,147 47,190 SH SOLE 0 0 47,190
PFIZER INC COM 717081103 1,004,507 34,710 SH SOLE 0 0 34,710
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,003,114 10,460 SH SOLE 0 0 10,460
WESTERN UN CO COM 959802109 999,615 83,790 SH SOLE 0 0 83,790
ENERGIZER HLDGS INC NEW COM 29272W109 999,170 31,460 SH SOLE 0 0 31,460
DOW INC COM 260557103 989,349 18,110 SH SOLE 0 0 18,110
CHEVRON CORP NEW COM 166764100 982,291 6,670 SH SOLE 0 0 6,670
BAXTER INTL INC COM 071813109 978,487 25,770 SH SOLE 0 0 25,770
BREAD FINANCIAL HOLDINGS INC COM 018581108 970,632 20,400 SH SOLE 0 0 20,400
SONOCO PRODS CO COM 835495102 969,683 17,750 SH SOLE 0 0 17,750
INTERPUBLIC GROUP COS INC COM 460690100 962,501 30,430 SH SOLE 0 0 30,430
BUCKLE INC COM 118440106 926,448 21,070 SH SOLE 0 0 21,070
MANPOWERGROUP INC WIS COM 56418H100 919,735 12,510 SH SOLE 0 0 12,510
BHP GROUP LTD SPONSORED ADS 088606108 908,048 14,620 SH SOLE 0 0 14,620
CNH INDL N V SHS N20944109 906,093 81,630 SH SOLE 0 0 81,630
COPA HOLDINGS SA CL A P31076105 884,911 9,430 SH SOLE 0 0 9,430
CARTERS INC COM 146229109 862,285 13,270 SH SOLE 0 0 13,270
MSC INDL DIRECT INC CL A 553530106 845,109 9,820 SH SOLE 0 0 9,820
CRANE NXT CO COM 224441105 841,500 15,000 SH SOLE 0 0 15,000
MAGNA INTL INC COM 559222401 738,720 18,000 SH SOLE 0 0 18,000
KOHLS CORP COM 500255104 738,500 35,000 SH SOLE 0 0 35,000
TITAN INTL INC ILL COM 88830M102 731,700 90,000 SH SOLE 0 0 90,000
GUESS INC COM 401617105 704,550 35,000 SH SOLE 0 0 35,000
TOWNSQUARE MEDIA INC CL A 892231101 609,600 60,000 SH SOLE 0 0 60,000
GEOPARK LTD USD SHS G38327105 550,900 70,000 SH SOLE 0 0 70,000
ACCO BRANDS CORP COM 00081T108 547,000 100,000 SH SOLE 0 0 100,000
SPORTSMANS WHSE HLDGS INC COM 84920Y106 487,800 180,000 SH SOLE 0 0 180,000
DENNYS CORP COM 24869P104 451,500 70,000 SH SOLE 0 0 70,000
NEW YORK CMNTY BANCORP INC COM NEW 649445400 367,221 32,700 SH SOLE 0 0 32,700
SAGA COMMUNICATIONS INC CL A NEW 786598300 359,000 25,000 SH SOLE 0 0 25,000
WALGREENS BOOTS ALLIANCE INC COM 931427108 337,075 37,620 SH SOLE 0 0 37,620
AMC NETWORKS INC CL A 00164V103 304,150 35,000 SH SOLE 0 0 35,000
B. RILEY FINANCIAL INC COM 05580M108 131,250 25,000 SH SOLE 0 0 25,000