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
ADOBE INC COM 00724F101 5,083,524 13,010 SH SOLE N/A 0 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 1,843,306 9,808 SH SOLE N/A 0 0 0
AMERICAN COASTAL INS CORP COM 910710102 4,335,501 373,073 SH SOLE N/A 0 0 0
AMERICAN PUB ED INC COM 02913V103 8,295,692 312,729 SH SOLE N/A 0 0 0
ANGI INC CL A NEW 00183L201 931,921 61,154 SH SOLE N/A 0 0 0
ANGIODYNAMICS INC COM 03475V101 9,810,058 959,043 SH SOLE N/A 0 0 0
APTIV PLC COM SHS G3265R107 1,870,405 27,418 SH SOLE N/A 0 0 0
AVIAT NETWORKS INC COM NEW 05366Y201 2,146,861 93,834 SH SOLE N/A 0 0 0
CENTURY ALUM CO COM 156431108 4,252,065 239,486 SH SOLE N/A 0 0 0
CERTARA INC COM 15687V109 2,554,338 218,544 SH SOLE N/A 0 0 0
CITIZENS FINL GROUP INC COM 174610105 4,189,074 97,586 SH SOLE N/A 0 0 0
COOPER COS INC COM 216648501 8,783,641 123,497 SH SOLE N/A 0 0 0
CRONOS GROUP INC COM 22717L101 618,572 310,544 SH SOLE N/A 0 0 0
DANAOS CORPORATION SHS Y1968P121 3,217,096 37,514 SH SOLE N/A 0 0 0
DENTSPLY SIRONA INC COM 24906P109 4,824,545 303,817 SH SOLE N/A 0 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 867,429 30,312 SH SOLE N/A 0 0 0
EAGLE MATLS INC COM 26969P108 3,440,071 17,009 SH SOLE N/A 0 0 0
ENDEAVOUR SILVER CORP COM 29258Y103 5,621,417 1,171,507 SH SOLE N/A 0 0 0
EZCORP INC CL A NON VTG 302301106 2,696,138 197,923 SH SOLE N/A 0 0 0
F N B CORP COM 302520101 5,955,666 409,903 SH SOLE N/A 0 0 0
FINANCE OF AMERICA COMPAN CL A NEW 31738L206 2,302,525 99,351 SH SOLE N/A 0 0 0
FRANKLIN RESOURCES INC COM 354613101 2,849,838 119,307 SH SOLE N/A 0 0 0
GAMBLING COM GROUP LIMITED ORDINARY SHARES G3R239101 565,913 45,886 SH SOLE N/A 0 0 0
GENTHERM INC COM 37253A103 5,031,572 181,519 SH SOLE N/A 0 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 5,271,415 509,257 SH SOLE N/A 0 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 3,848,285 82,557 SH SOLE N/A 0 0 0
HEARTLAND EXPRESS INC COM 422347104 3,120,908 344,058 SH SOLE N/A 0 0 0
HILLMAN SOLUTIONS CORP COM 431636109 2,535,488 362,223 SH SOLE N/A 0 0 0
HYSTER-YALE INC CL A 449172105 1,014,348 25,186 SH SOLE N/A 0 0 0
IAMGOLD CORP COM 450913108 10,720,668 1,493,108 SH SOLE N/A 0 0 0
INTERNATIONAL PAPER CO COM 460146103 5,331,546 113,170 SH SOLE N/A 0 0 0
JAKKS PAC INC COM NEW 47012E403 3,249,494 146,128 SH SOLE N/A 0 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 2,997,106 38,818 SH SOLE N/A 0 0 0
LEGGETT & PLATT INC COM 524660107 2,139,553 235,475 SH SOLE N/A 0 0 0
MONRO INC COM 610236101 7,298,542 481,084 SH SOLE N/A 0 0 0
NEOGENOMICS INC COM NEW 64049M209 1,409,612 187,536 SH SOLE N/A 0 0 0
ORION GROUP HLDGS INC COM 68628V308 884,328 96,552 SH SOLE N/A 0 0 0
ORTHOFIX MED INC COM 68752M108 348,973 31,399 SH SOLE N/A 0 0 0
OSHKOSH CORP COM 688239201 2,140,858 19,274 SH SOLE N/A 0 0 0
PARSONS CORP DEL COM 70202L102 5,732,437 81,848 SH SOLE N/A 0 0 0
PAYPAL HLDGS INC COM 70450Y103 17,321,163 236,290 SH SOLE N/A 0 0 0
PORTILLOS INC COM CL A 73642K106 1,665,461 140,772 SH SOLE N/A 0 0 0
PROFICIENT AUTO LOGISTICS IN COM 74317M104 1,630,806 196,329 SH SOLE N/A 0 0 0
PVH CORPORATION COM 693656100 4,380,748 64,396 SH SOLE N/A 0 0 0
QUAKER HOUGHTON COM 747316107 6,559,182 57,294 SH SOLE N/A 0 0 0
QUANEX BLDG PRODS CORP COM 747619104 6,093,365 314,601 SH SOLE N/A 0 0 0
RINGCENTRAL INC CL A 76680R206 6,117,843 224,555 SH SOLE N/A 0 0 0
VIATRIS INC COM 92556V106 4,948,670 552,576 SH SOLE N/A 0 0 0
VIRCO MFG CO COM 927651109 2,892,767 290,885 SH SOLE N/A 0 0 0
VIZSLA SILVER CORP COM NEW 92859G608 1,981,622 668,192 SH SOLE N/A 0 0 0
WESCO INTL INC COM 95082P105 2,106,675 11,700 SH SOLE N/A 0 0 0
WILEY JOHN & SONS INC CL A 968223206 4,242,022 97,541 SH SOLE N/A 0 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105 2,372,754 166,035 SH SOLE N/A 0 0 0
ZIFF DAVIS INC COM 48123V102 1,028,928 33,271 SH SOLE N/A 0 0 0