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
ADVANSIX INC COM 00773T101 4,951,929 249,091 SH SOLE 249,091 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106 5,937,180 35,996 SH SOLE 35,996 0 0
AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 1,509,982 16,555 SH SOLE 16,555 0 0
AMPLIFY ETF TR BLOCK TECHN ETF 032108607 309,455 4,941 SH SOLE 4,941 0 0
ARCBEST CORP COM 03937C105 6,699,873 46,676 SH SOLE 46,676 0 0
ARROW ELECTRS INC COM 042735100 9,191,569 43,070 SH SOLE 43,070 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 5,768,582 167,060 SH SOLE 167,060 0 0
ASTRANA HEALTH INC COM NEW 03763A207 5,702,072 122,863 SH SOLE 122,863 0 0
ATKORE INC COM 047649108 6,523,700 85,793 SH SOLE 85,793 0 0
BORGWARNER INC COM 099724106 7,295,434 109,871 SH SOLE 109,871 0 0
BUNGE GLOBAL SA COM SHS H11356104 5,412,812 50,715 SH SOLE 50,715 0 0
CAPITAL GROUP NEW GEOGRAPHY SHS 14021N105 878,924 23,463 SH SOLE 23,463 0 0
CAPITOL FED FINL INC COM 14057J101 3,811,552 447,891 SH SOLE 447,891 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 6,090,617 648,628 SH SOLE 648,628 0 0
COMPASS INC CL A 20464U100 9,367,681 759,747 SH SOLE 759,747 0 0
DELUXE CORP MEDIUM TERM NTS COM 248019101 6,480,960 271,397 SH SOLE 271,397 0 0
EA SERIES TRUST MILI LONG SH ETF 02072Q820 263,611 7,258 SH SOLE 7,258 0 0
EA SERIES TRUST TOWLE VALUE ETF 26824D506 2,857,576 89,163 SH SOLE 89,163 0 0
EASTERN BANKSHARES INC COM 27627N105 3,347,676 150,525 SH SOLE 150,525 0 0
ETF OPPORTUNITIES TRUST BROO CATA BD ETF 26923N470 521,491 26,512 SH SOLE 26,512 0 0
FIRST BUSEY CORP COM NEW 319383204 3,545,546 120,188 SH SOLE 120,188 0 0
FIVE9 INC COM 338307101 6,494,562 304,623 SH SOLE 304,623 0 0
FLUOR CORP COM 343412102 5,939,559 113,372 SH SOLE 113,372 0 0
FOX FACTORY HLDG CORP COM 35138V102 5,272,081 311,129 SH SOLE 311,129 0 0
GOLD COM INC COM 00181T107 7,522,297 180,781 SH SOLE 180,781 0 0
HARLEY DAVIDSON INC COM 412822108 6,820,940 278,861 SH SOLE 278,861 0 0
INGLES MKTS INC CL A 457030104 6,015,645 67,912 SH SOLE 67,912 0 0
INGRAM MICRO HLDG CORP COM 457152106 6,567,345 239,422 SH SOLE 239,422 0 0
INSPERITY INC COM 45778Q107 8,684,973 210,239 SH SOLE 210,239 0 0
INVESCO EXCH TRADED FD TR II INTL BUYBACK 46138E644 1,844,675 32,748 SH SOLE 32,748 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3,711,347 17,443 SH SOLE 17,443 0 0
ISHARES TR COPPER & METALS 46436E189 231,086 4,694 SH SOLE 4,694 0 0
ISHARES TR MSCI INTL VLU FT 46435G409 2,670,165 63,849 SH SOLE 63,849 0 0
J P MORGAN EXCHANGE TRADED F INCOME ETF 46641Q159 2,102,136 45,649 SH SOLE 45,649 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306 209,145 8,547 SH SOLE 8,547 0 0
LEAR CORP COM NEW 521865204 7,076,223 52,784 SH SOLE 52,784 0 0
LIBERTY ENERGY INC COM CL A 53115L104 6,528,669 249,281 SH SOLE 249,281 0 0
LISTED FDS TR HORI KI INFL ETF 53656F623 243,115 4,874 SH SOLE 4,874 0 0
LITMAN GREGORY FDS TR IMGP DBI MAN ETF 53700T827 520,584 17,007 SH SOLE 17,007 0 0
MAGNA INTL INC COM 559222401 8,036,456 122,395 SH SOLE 122,395 0 0
METHODE ELECTRS INC COM 591520200 12,247,127 645,605 SH SOLE 645,605 0 0
MOLINA HEALTHCARE INC COM 60855R100 7,075,978 30,940 SH SOLE 30,940 0 0
NOV INC COM 62955J103 5,844,029 315,042 SH SOLE 315,042 0 0
OSCAR HEALTH INC CL A 687793109 8,801,186 308,597 SH SOLE 308,597 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207 6,122,983 109,183 SH SOLE 109,183 0 0
PBF ENERGY INC CL A 69318G106 5,810,674 127,651 SH SOLE 127,651 0 0
PROGYNY INC COM 74340E103 5,639,004 195,595 SH SOLE 195,595 0 0
PROPETRO HLDG CORP COM 74347M108 6,045,213 421,563 SH SOLE 421,563 0 0
PROSPERITY BANCSHARES INC COM 743606105 3,120,207 42,725 SH SOLE 42,725 0 0
PVH CORPORATION COM 693656100 5,259,539 70,826 SH SOLE 70,826 0 0
RYERSON HLDG CORP COM 783754104 5,772,842 234,573 SH SOLE 234,573 0 0
SCHOLASTIC CORP COM 807066105 7,228,026 157,131 SH SOLE 157,131 0 0
TD SYNNEX CORPORATION COM 87162W100 9,638,409 36,053 SH SOLE 36,053 0 0
UNITED NAT FOODS INC COM 911163103 7,921,873 173,459 SH SOLE 173,459 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 3,447,187 46,958 SH SOLE 46,958 0 0
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1,050,786 21,697 SH SOLE 21,697 0 0
WISDOMTREE TR INTL SMCAP DIV 97717W760 2,342,349 27,955 SH SOLE 27,955 0 0
WISDOMTREE TR US LARGECAP FUND 97717W588 4,816,446 61,916 SH SOLE 61,916 0 0
ZUMIEZ INC COM 989817101 4,000,675 224,757 SH SOLE 224,757 0 0