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
Atkore Inc COM 047649108 5,638,366 74,150 SH SOLE 0 74,150 0 0
Avanos Medical Inc COM 05350V106 3,479,468 139,850 SH SOLE 0 139,850 0 0
Axos Financial Inc COM 05465C100 9,266,659 95,150 SH SOLE 0 95,150 0 0
Blackbaud Inc COM 09227Q100 1,808,301 61,050 SH SOLE 0 61,050 0 0
Brighthouse Financial Inc COM 10922N103 5,722,320 90,400 SH SOLE 0 90,400 0 0
Bristow Group Inc COM 11040G103 5,359,204 129,700 SH SOLE 0 129,700 0 0
Cars.com Inc COM 14575E105 3,344,905 305,750 SH SOLE 0 305,750 0 0
CNO Financial Group Inc COM 12621E103 7,812,685 153,250 SH SOLE 0 153,250 0 0
Concentrix Corp COM 20602D101 2,190,089 97,750 SH SOLE 0 97,750 0 0
Covista Inc COM 00737L103 5,896,418 47,300 SH SOLE 0 47,300 0 0
Cross Country Healthcare Inc COM 227483104 2,207,391 167,100 SH SOLE 0 167,100 0 0
Ecovyst Inc COM 27923Q109 5,047,230 405,400 SH SOLE 0 405,400 0 0
ExlService Holdings Inc COM 302081104 4,445,334 171,900 SH SOLE 0 171,900 0 0
Forrester Research Inc COM 346563109 769,515 91,500 SH SOLE 0 91,500 0 0
Haemonetics Corp COM 405024100 7,305,000 97,400 SH SOLE 0 97,400 0 0
Hudson Technologies Inc COM 444144109 1,152,305 200,750 SH SOLE 0 200,750 0 0
Insight Enterprises Inc COM 45765U103 7,764,750 63,750 SH SOLE 0 63,750 0 0
Integer Holdings Corp COM 45826H109 7,022,768 75,150 SH SOLE 0 75,150 0 0
Koppers Holdings Inc COM 50060P106 3,746,905 83,450 SH SOLE 0 83,450 0 0
LiveRamp Holdings Inc COM 53815P108 2,032,560 54,000 SH SOLE 0 54,000 0 0
Matthews International Corp COM 577128101 3,109,260 115,500 SH SOLE 0 115,500 0 0
Metallus Inc COM 887399103 2,429,700 130,000 SH SOLE 0 130,000 0 0
NCR Atleos Corp COM 63001N106 6,808,859 156,850 SH SOLE 0 156,850 0 0
PHINIA Inc COM 71880K101 13,467,495 163,500 SH SOLE 0 163,500 0 0
Photronics Inc COM 719405102 6,520,639 200,450 SH SOLE 0 200,450 0 0
Preferred Bank COM 740367404 4,223,835 39,750 SH SOLE 0 39,750 0 0
Prestige Consumer Healthcare I COM 74112D101 3,306,537 69,950 SH SOLE 0 69,950 0 0
QCR Holdings Inc COM 74727A104 5,417,528 55,650 SH SOLE 0 55,650 0 0
Radiant Logistics Inc COM 75025X100 1,208,979 127,799 SH SOLE 0 127,799 0 0
Science App Intl Corp COM 808625107 2,445,582 22,150 SH SOLE 0 22,150 0 0
SLM Corp COM 78442P106 2,154,317 83,050 SH SOLE 0 83,050 0 0
Southside Bancshares Inc COM 84470P109 2,428,110 69,000 SH SOLE 0 69,000 0 0
Tenet Healthcare Corp COM 88033G407 5,083,899 27,175 SH SOLE 0 27,175 0 0
The Scotts Miracle-Gro Co COM 810186106 6,473,856 95,050 SH SOLE 0 95,050 0 0
The Simply Good Foods Co COM 82900L102 3,426,904 258,050 SH SOLE 0 258,050 0 0
TriMas Corp COM 896215209 6,734,237 149,550 SH SOLE 0 149,550 0 0
Upwork Inc COM 91688F104 3,619,880 433,000 SH SOLE 0 433,000 0 0
WEX Inc COM 96208T104 5,206,221 36,900 SH SOLE 0 36,900 0 0
Xenia Hotels and Resorts COM 984017103 5,999,074 294,650 SH SOLE 0 294,650 0 0
ZoomInfo Technologies Inc COM 98980F104 1,603,003 547,100 SH SOLE 0 547,100 0 0