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
Acadian Asset Management Inc COM 10948W103 3,394,774 62,381 SH SOLE 0 62,381 0 0
Atkore Inc COM 047649108 4,368,177 74,150 SH SOLE 0 74,150 0 0
Avanos Medical Inc COM 05350V106 1,959,299 139,850 SH SOLE 0 139,850 0 0
Axos Financial Inc COM 05465C100 8,096,314 95,150 SH SOLE 0 95,150 0 0
Blackbaud Inc COM 09227Q100 2,357,141 61,050 SH SOLE 0 61,050 0 0
Brighthouse Financial Inc COM 10922N103 5,413,152 90,400 SH SOLE 0 90,400 0 0
Bristow Group Inc COM 11040G103 6,081,633 129,700 SH SOLE 0 129,700 0 0
Cars.com Inc COM 14575E105 2,482,690 305,750 SH SOLE 0 305,750 0 0
CNO Financial Group Inc COM 12621E103 6,292,445 153,250 SH SOLE 0 153,250 0 0
Concentrix Corp COM 20602D101 2,674,440 97,750 SH SOLE 0 97,750 0 0
Covista Inc COM 00737L103 5,451,325 47,300 SH SOLE 0 47,300 0 0
Cross Country Healthcare Inc COM 227483104 1,570,740 167,100 SH SOLE 0 167,100 0 0
Ecovyst Inc COM 27923Q109 5,213,444 405,400 SH SOLE 0 405,400 0 0
ExlService Holdings Inc COM 302081104 2,633,925 86,500 SH SOLE 0 86,500 0 0
Forrester Research Inc COM 346563109 517,890 91,500 SH SOLE 0 91,500 0 0
Haemonetics Corp COM 405024100 5,489,464 97,400 SH SOLE 0 97,400 0 0
Hudson Technologies Inc COM 444144109 1,180,410 200,750 SH SOLE 0 200,750 0 0
Insight Enterprises Inc COM 45765U103 4,271,888 63,750 SH SOLE 0 63,750 0 0
Integer Holdings Corp COM 45826H109 6,613,200 75,150 SH SOLE 0 75,150 0 0
Koppers Holdings Inc COM 50060P106 3,227,846 83,450 SH SOLE 0 83,450 0 0
Matthews International Corp COM 577128101 2,992,538 115,900 SH SOLE 0 115,900 0 0
Metallus Inc COM 887399103 2,124,200 130,000 SH SOLE 0 130,000 0 0
NCR Atleos Corp COM 63001N106 6,835,523 156,850 SH SOLE 0 156,850 0 0
PHINIA Inc COM 71880K101 11,196,784 163,600 SH SOLE 0 163,600 0 0
Photronics Inc COM 719405102 8,100,185 200,450 SH SOLE 0 200,450 0 0
Preferred Bank COM 740367404 3,604,928 39,750 SH SOLE 0 39,750 0 0
Prestige Consumer Healthcare I COM 74112D101 4,151,864 70,050 SH SOLE 0 70,050 0 0
QCR Holdings Inc COM 74727A104 4,755,293 55,650 SH SOLE 0 55,650 0 0
Radiant Logistics Inc COM 75025X100 900,983 127,799 SH SOLE 0 127,799 0 0
Science App Intl Corp COM 808625107 2,102,478 22,150 SH SOLE 0 22,150 0 0
Southside Bancshares Inc COM 84470P109 2,145,210 69,000 SH SOLE 0 69,000 0 0
Tenet Healthcare Corp COM 88033G407 5,128,194 27,175 SH SOLE 0 27,175 0 0
The Scotts Miracle-Gro Co COM 810186106 2,389,833 39,300 SH SOLE 0 39,300 0 0
The Simply Good Foods Co COM 82900L102 3,703,018 258,050 SH SOLE 0 258,050 0 0
Tri Pointe Homes Inc COM 87265H109 10,282,937 220,050 SH SOLE 0 220,050 0 0
TriMas Corp COM 896215209 5,374,827 149,550 SH SOLE 0 149,550 0 0
Upwork Inc COM 91688F104 4,745,680 433,000 SH SOLE 0 433,000 0 0
Xenia Hotels and Resorts COM 984017103 4,369,660 294,650 SH SOLE 0 294,650 0 0
ZoomInfo Technologies Inc COM 98980F104 3,271,658 547,100 SH SOLE 0 547,100 0 0