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
ABERCROMBIE & FITCH CO CL A 002896207 4,050,450 45,000 SH SOLE 45,000 0 0
MOLINA HEALTHCARE INC COM 60855R100 3,430,500 15,000 SH SOLE 15,000 0 0
DINE BRANDS GLOBAL INC COM 254423106 3,410,500 95,000 SH SOLE 95,000 0 0
ACME UTD CORP COM 004816104 3,340,400 70,000 SH SOLE 70,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 3,235,950 7,500 SH SOLE 7,500 0 0
FEDEX CORP COM 31428X106 3,131,300 10,000 SH SOLE 10,000 0 0
MCKESSON CORP COM 58155Q103 3,022,400 4,000 SH SOLE 4,000 0 0
CROCS INC COM 227046109 3,016,000 25,000 SH SOLE 25,000 0 0
ARROW ELECTRS INC COM 042735100 2,987,740 14,000 SH SOLE 14,000 0 0
GENERAL MTRS CO COM 37045V100 2,952,164 38,300 SH SOLE 38,300 0 0
CORE NATURAL RESOURCES INC COM SHS 218937100 2,791,898 34,890 SH SOLE 34,890 0 0
BGC GROUP INC CL A 088929104 2,672,500 250,000 SH SOLE 250,000 0 0
SONOCO PRODS CO COM 835495102 2,543,076 45,130 SH SOLE 45,130 0 0
METLIFE INC COM 59156R108 2,538,300 30,000 SH SOLE 30,000 0 0
TEREX CORP NEW COM 880779103 2,533,650 35,000 SH SOLE 35,000 0 0
KB HOME COM 48666K109 2,503,600 40,000 SH SOLE 40,000 0 0
ALASKA AIR GROUP INC COM 011659109 2,223,720 42,600 SH SOLE 42,600 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 2,221,503 4,100 SH SOLE 4,100 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108 2,210,340 20,400 SH SOLE 20,400 0 0
AUTONATION INC COM 05329W102 2,043,690 11,000 SH SOLE 11,000 0 0
INVESCO LTD SHS G491BT108 1,937,026 73,400 SH SOLE 73,400 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 1,918,400 18,830 SH SOLE 18,830 0 0
RICHARDSON ELECTRS LTD COM 763165107 1,901,000 100,000 SH SOLE 100,000 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103 1,807,400 70,000 SH SOLE 70,000 0 0
THE CIGNA GROUP COM 125523100 1,791,920 6,500 SH SOLE 6,500 0 0
DOCUSIGN INC COM 256163106 1,776,800 40,000 SH SOLE 40,000 0 0
LINCOLN NATL CORP IND COM 534187109 1,767,500 50,000 SH SOLE 50,000 0 0
APPLE INC COM 037833100 1,736,160 6,000 SH SOLE 6,000 0 0
COMCAST CORP NEW CL A 20030N101 1,724,147 70,230 SH SOLE 70,230 0 0
FISERV INC COM 337738108 1,716,750 35,000 SH SOLE 35,000 0 0
BRUNSWICK CORP COM 117043109 1,684,800 20,000 SH SOLE 20,000 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 1,648,856 8,200 SH SOLE 8,200 0 0
SIRIUSXM HOLDINGS INC COMMON STOCK 829933100 1,606,976 54,400 SH SOLE 54,400 0 0
VIATRIS INC COM 92556V106 1,588,000 100,000 SH SOLE 100,000 0 0
PRUDENTIAL FINL INC COM 744320102 1,575,778 14,600 SH SOLE 14,600 0 0
TENARIS S A SPONSORED ADS 88031M109 1,571,477 28,320 SH SOLE 28,320 0 0
ESCALADE INC COM 296056104 1,502,400 80,000 SH SOLE 80,000 0 0
FLEXSTEEL INDS INC COM 339382103 1,489,600 20,000 SH SOLE 20,000 0 0
APA CORPORATION COM 03743Q108 1,450,342 44,530 SH SOLE 44,530 0 0
CVS HEALTH CORP COM 126650100 1,444,162 13,960 SH SOLE 13,960 0 0
ALPHABET INC CAP STK CL A 02079K305 1,429,480 4,000 SH SOLE 4,000 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 1,419,900 30,000 SH SOLE 30,000 0 0
TOAST INC CL A 888787108 1,391,000 50,000 SH SOLE 50,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 1,376,976 14,630 SH SOLE 14,630 0 0
ALTRIA GROUP INC COM 02209S103 1,374,245 19,100 SH SOLE 19,100 0 0
EOG RES INC COM 26875P101 1,350,489 10,410 SH SOLE 10,410 0 0
MAGNA INTL INC COM 559222401 1,334,868 20,330 SH SOLE 20,330 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,333,239 12,370 SH SOLE 12,370 0 0
UPBOUND GROUP INC COM 76009N100 1,328,584 62,610 SH SOLE 62,610 0 0
SLB LIMITED COM STK 806857108 1,326,360 28,530 SH SOLE 28,530 0 0
ASSOCIATED BANC-CORP COM 045487105 1,305,263 42,420 SH SOLE 42,420 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106 1,298,177 19,060 SH SOLE 19,060 0 0
TOTALENERGIES SE ACT F92124100 1,297,814 16,690 SH SOLE 16,690 0 0
ONEOK INC NEW COM 682680103 1,295,406 14,900 SH SOLE 14,900 0 0
KEURIG DR PEPPER INC COM 49271V100 1,279,088 39,080 SH SOLE 39,080 0 0
DOMINION ENERGY INC COM 25746U109 1,271,560 18,620 SH SOLE 18,620 0 0
O-I GLASS INC COM 67098H104 1,253,826 130,200 SH SOLE 130,200 0 0
COLUMBIA BKG SYS INC COM 197236102 1,248,027 38,940 SH SOLE 38,940 0 0
BEST BUY INC COM 086516101 1,230,774 16,220 SH SOLE 16,220 0 0
US BANCORP COM NEW 902973304 1,223,100 20,250 SH SOLE 20,250 0 0
HARLEY DAVIDSON INC COM 412822108 1,223,000 50,000 SH SOLE 50,000 0 0
MILLERKNOLL INC COM 600544100 1,218,598 59,560 SH SOLE 59,560 0 0
AMGEN INC COM 031162100 1,213,102 3,350 SH SOLE 3,350 0 0
PRICE T ROWE GROUP INC COM 74144T108 1,206,251 10,610 SH SOLE 10,610 0 0
UNITED PARCEL SVCS INC CL B 911312106 1,186,800 11,040 SH SOLE 11,040 0 0
HELEN OF TROY LTD COM G4388N106 1,162,800 40,000 SH SOLE 40,000 0 0
DELUXE CORP MEDIUM TERM NTS COM 248019101 1,159,135 48,540 SH SOLE 48,540 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 1,156,668 17,060 SH SOLE 17,060 0 0
EASTMAN CHEM CO COM 277432100 1,145,358 17,100 SH SOLE 17,100 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,144,450 27,030 SH SOLE 27,030 0 0
CNA FINL CORP COM 126117100 1,142,821 23,510 SH SOLE 23,510 0 0
CRAWFORD & CO CL A 224633206 1,127,000 100,000 SH SOLE 100,000 0 0
NUTRIEN LTD COM 67077M108 1,107,920 17,600 SH SOLE 17,600 0 0
HOOKER FURNISHINGS CORPORATI COM 439038100 1,069,800 60,000 SH SOLE 60,000 0 0
KRAFT HEINZ CO COM 500754106 1,063,609 45,030 SH SOLE 45,030 0 0
PFIZER INC COM 717081103 1,060,002 44,020 SH SOLE 44,020 0 0
HP INC COM 40434L105 1,053,778 48,030 SH SOLE 48,030 0 0
GENUINE PARTS CO COM 372460105 1,046,483 8,870 SH SOLE 8,870 0 0
STRATEGIC ED INC COM 86272C103 1,038,967 13,560 SH SOLE 13,560 0 0
DENTSPLY SIRONA INC COM 24906P109 1,023,759 96,490 SH SOLE 96,490 0 0
UGI CORP NEW COM 902681105 1,014,094 29,360 SH SOLE 29,360 0 0
INTERNATIONAL MONEY EXPRESS COM 46005L101 1,011,500 70,000 SH SOLE 70,000 0 0
OMNICOM GROUP INC COM 681919106 992,673 13,630 SH SOLE 13,630 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 957,242 5,360 SH SOLE 5,360 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 942,600 20,000 SH SOLE 20,000 0 0
LAZARD INC COM 52110M109 933,165 22,250 SH SOLE 22,250 0 0
ALBERTSONS COMPANIES INC COMMON STOCK 013091103 862,538 63,750 SH SOLE 63,750 0 0
SYLVAMO CORP COMMON STOCK 871332102 861,084 22,780 SH SOLE 22,780 0 0
GENPACT LIMITED SHS G3922B107 825,000 30,000 SH SOLE 30,000 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 782,500 250,000 SH SOLE 250,000 0 0
WESTERN UN CO COM 959802109 770,000 100,000 SH SOLE 100,000 0 0
LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 719,199 13,660 SH SOLE 13,660 0 0
TITAN INTL INC ILL COM 88830M102 693,900 90,000 SH SOLE 90,000 0 0
GEOPARK LTD USD SHS G38327105 637,000 70,000 SH SOLE 70,000 0 0
CALERES INC COM 129500104 618,500 50,000 SH SOLE 50,000 0 0
ENERGIZER HLDGS INC COM 29272W109 605,894 28,260 SH SOLE 28,260 0 0
DXC TECHNOLOGY CO COM 23355L106 532,770 60,200 SH SOLE 60,200 0 0
SHOE STA GROUP INC COM 824889109 474,560 32,000 SH SOLE 32,000 0 0
BLOOMIN BRANDS INC COM 094235108 457,000 50,000 SH SOLE 50,000 0 0
SAGA COMMUNICATIONS INC CL A NEW 786598300 453,500 50,000 SH SOLE 50,000 0 0
ACCO BRANDS CORP COM 00081T108 416,000 100,000 SH SOLE 100,000 0 0
WHIRLPOOL CORP COM 963320106 394,200 10,000 SH SOLE 10,000 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 391,250 125,000 SH SOLE 125,000 0 0
AMC GLOBAL MEDIA INC CL A 00164V103 349,300 35,000 SH SOLE 35,000 0 0
BRC GROUP HOLDINGS INC COM 05580M108 201,000 25,000 SH SOLE 25,000 0 0