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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 27,637,032 586,400 SH SOLE 586,400 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 150,637,109 2,421,040 SH SOLE 2,421,040 0 0
ALCOA CORP COM 013872106 82,262,321 1,577,720 SH SOLE 1,577,720 0 0
ALGOMA STL GROUP INC COM 015658107 68,290,363 16,861,818 SH SOLE 16,861,818 0 0
AMAZON COM INC COM 023135106 25,740,720 108,000 SH SOLE 108,000 0 0
ARCBEST CORP COM 03937C105 76,900,981 535,746 SH SOLE 535,746 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 131,933,589 2,190,860 SH SOLE 2,190,860 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 133,772,160 2,166,000 SH SOLE 2,166,000 0 0
BROOKDALE SR LIVING INC COM 112463104 143,010,301 8,888,148 SH SOLE 8,888,148 0 0
CENTENE CORP DEL COM 15135B101 88,702,813 1,381,879 SH SOLE 1,381,879 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 28,950,844 3,083,157 SH SOLE 3,083,157 0 0
CVS HEALTH CORP COM 126650100 123,932,686 1,197,996 SH SOLE 1,197,996 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 74,058,795 191,500 SH SOLE 191,500 0 0
EQUINOX GOLD CORP COM 29446Y502 170,435,907 17,531,248 SH SOLE 17,531,248 0 0
FEDEX FGHT HLDG CO INC COMMON STOCK 314352105 68,206,700 451,700 SH SOLE 451,700 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106 54,695,882 996,282 SH SOLE 996,282 0 0
GENERAL MTRS CO COM 37045V100 38,501,229 499,497 SH SOLE 499,497 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 43,334,886 4,099,800 SH SOLE 4,099,800 0 0
HUMANA INC COM 444859102 249,553,862 628,251 SH SOLE 628,251 0 0
ICON PUB LTD CO SHS G4705A100 208,382,516 1,199,600 SH SOLE 1,199,600 0 0
INGEVITY CORP COM 45688C107 45,048,635 603,303 SH SOLE 603,303 0 0
INTERNATIONAL PAPER CO COM 460146103 10,835,640 284,400 SH SOLE 284,400 0 0
JD.COM INC SPON ADS CL A 47215P106 68,045,410 2,670,542 SH SOLE 2,670,542 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 28,507,818 366,095 SH SOLE 366,095 0 0
LAS VEGAS SANDS CORP COM 517834107 30,615,841 662,824 SH SOLE 662,824 0 0
LKQ CORP COM 501889208 54,386,326 2,065,565 SH SOLE 2,065,565 0 0
LOUISIANA PAC CORP COM 546347105 119,709,429 1,521,859 SH SOLE 1,521,859 0 0
LYFT INC CL A COM 55087P104 30,130,948 2,062,351 SH SOLE 2,062,351 0 0
MOLINA HEALTHCARE INC COM 60855R100 55,642,710 243,300 SH SOLE 243,300 0 0
MOSAIC CO COM 61945C103 56,789,200 2,680,000 SH SOLE 2,680,000 0 0
NUCOR CORP COM 670346105 136,768,500 614,000 SH SOLE 614,000 0 0
RAMBUS INC DEL COM 750917106 45,476,724 342,600 SH SOLE 342,600 0 0
RAYONIER ADVANCED MATLS INC COM 75508B104 25,599,148 3,256,889 SH SOLE 3,256,889 0 0
ROCKET COS INC COM CL A 77311W101 87,311,700 5,543,600 SH SOLE 5,543,600 0 0
RXO INC COMMON STOCK 74982T103 71,283,041 2,583,655 SH SOLE 2,583,655 0 0
SANDISK CORP COM 80004C200 4,333,729 1,906 SH SOLE 1,906 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 290,621,330 301,162 SH SOLE 301,162 0 0
SMURFIT WESTROCK PLC SHS G8267P108 120,659,865 2,608,298 SH SOLE 2,608,298 0 0
SUNRUN INC COM 86771W105 49,433,052 3,694,548 SH SOLE 3,694,548 0 0
TALEN ENERGY CORP COM 87422Q109 30,856,078 80,300 SH SOLE 80,300 0 0
TECK RESOURCES LTD CL B 878742204 42,722,010 718,500 SH SOLE 718,500 0 0
TFI INTERNATIONAL INC COM 87241L109 203,640,980 1,418,409 SH SOLE 1,418,409 0 0
THOR INDS INC COM 885160101 34,713,698 461,864 SH SOLE 461,864 0 0
TURNING PT BRANDS INC COM 90041L105 58,247,508 686,800 SH SOLE 686,800 0 0
UNITEDHEALTH GROUP INC COM 91324P102 283,085,593 681,100 SH SOLE 681,100 0 0
WABTEC COM 929740108 58,071,840 215,400 SH SOLE 215,400 0 0
WARRIOR MET COAL INC COM 93627C101 20,578,848 253,559 SH SOLE 253,559 0 0
WERNER ENTERPRISES INC COM 950755108 59,578,543 1,366,167 SH SOLE 1,366,167 0 0
WESTERN DIGITAL CORP COM 958102105 867,275,732 1,357,834 SH SOLE 1,357,834 0 0
WINNEBAGO INDS INC COM 974637100 48,710,376 1,559,231 SH SOLE 1,559,231 0 0
XPO INC COM 983793100 72,406,194 352,702 SH SOLE 352,702 0 0