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
ATI INC COM 01741R102 3,773,960 25,945 SH SOLE 25,945 0 0
ADIENT PLC ORD SHS G0084W101 1,164,723 57,631 SH SOLE 57,631 0 0
ASCENT INDUSTRIES CO COM 871565107 1,467,614 110,264 SH SOLE 110,264 0 0
AVERY DENNISON CORP COM 053611109 2,184,402 12,650 SH SOLE 12,650 0 0
BEL FUSE INC CL B 077347300 2,189,857 11,061 SH SOLE 11,061 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 1,214,637 33,900 SH SOLE 33,900 0 0
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 11285B108 1,723,683 43,276 SH SOLE 43,276 0 0
BRIGHTVIEW HLDGS INC COM 10948C107 1,184,683 100,482 SH SOLE 100,482 0 0
BRUKER CORP COM 116794108 2,027,416 56,130 SH SOLE 56,130 0 0
CACI INTL INC CL A 127190304 3,653,719 6,718 SH SOLE 6,718 0 0
CECO ENVIRONMENTAL CORP COM 125141101 2,292,221 38,473 SH SOLE 38,473 0 0
COLUMBIA BKG SYS INC COM 197236102 3,924,273 143,065 SH SOLE 143,065 0 0
COMMERCIAL METALS CO COM 201723103 2,427,099 39,510 SH SOLE 39,510 0 0
CONCENTRA GROUP HOLDINGS PAR COMMON STOCK 20603L102 2,920,418 136,150 SH SOLE 136,150 0 0
CORE & MAIN INC CL A 21874C102 2,314,390 46,850 SH SOLE 46,850 0 0
COUSINS PPTYS INC COM NEW 222795502 2,784,032 123,351 SH SOLE 123,351 0 0
EAST WEST BANCORP INC COM 27579R104 2,457,081 23,015 SH SOLE 23,015 0 0
ENERPAC TOOL GROUP CORP CL A COM 292765104 1,072,145 29,398 SH SOLE 29,398 0 0
FIRST HORIZON CORPORATION COM 320517105 3,890,276 170,926 SH SOLE 170,926 0 0
FLOWSERVE CORP COM 34354P105 3,535,390 48,094 SH SOLE 48,094 0 0
GIBRALTAR INDS INC COM 374689107 2,530,429 63,467 SH SOLE 63,467 0 0
GRANITE CONSTR INC COM 387328107 1,323,955 11,044 SH SOLE 11,044 0 0
HAEMONETICS CORP MASS COM 405024100 2,086,785 37,026 SH SOLE 37,026 0 0
HEALTHEQUITY INC COM 42226A107 1,298,678 15,540 SH SOLE 15,540 0 0
INFUSYSTEM HLDGS INC COM 45685K102 747,132 80,946 SH SOLE 80,946 0 0
INTL GNRL INSURANCE HLDNGS L SHS G4809J106 1,098,919 45,363 SH SOLE 45,363 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 991,129 2,150 SH SOLE 2,150 0 0
ITRON INC COM 465741106 1,345,526 15,012 SH SOLE 15,012 0 0
KILROY REALTY CORP COM 49427F108 1,724,054 61,115 SH SOLE 61,115 0 0
LSI INDS INC OHIO COM 50216C108 2,671,034 143,604 SH SOLE 143,604 0 0
LAKELAND INDS INC COM 511795106 873,857 106,698 SH SOLE 106,698 0 0
LAMB WESTON HLDGS INC COM 513272104 1,814,644 42,940 SH SOLE 42,940 0 0
LANTHEUS HLDGS INC COM 516544103 2,432,737 32,073 SH SOLE 32,073 0 0
LIMBACH HLDGS INC COM 53263P105 2,445,853 31,337 SH SOLE 31,337 0 0
MKS INC. COM 55306N104 4,248,038 18,485 SH SOLE 18,485 0 0
MAMAS CREATIONS INC COM 56146T103 2,666,614 173,834 SH SOLE 173,834 0 0
MODINE MFG CO COM 607828100 2,858,838 13,192 SH SOLE 13,192 0 0
NCR VOYIX CORPORATION COM 62886E108 1,047,672 165,509 SH SOLE 165,509 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 1,360,680 141,590 SH SOLE 141,590 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 1,844,699 98,647 SH SOLE 98,647 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 2,063,714 76,661 SH SOLE 76,661 0 0
OSHKOSH CORP COM 688239201 3,418,952 23,225 SH SOLE 23,225 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 469,452 8,236 SH SOLE 8,236 0 0
RADNET INC COM 750491102 1,488,462 26,632 SH SOLE 26,632 0 0
SLB LIMITED COM STK 806857108 2,166,191 42,152 SH SOLE 42,152 0 0
SM ENERGY COMPANY COM 78454L100 2,987,231 95,806 SH SOLE 95,806 0 0
SAMSARA INC COM CL A 79589L106 1,998,720 63,071 SH SOLE 63,071 0 0
SEA LTD SPONSORD ADS 81141R100 1,850,804 22,350 SH SOLE 22,350 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 1,577,187 44,781 SH SOLE 44,781 0 0
SHARKNINJA INC COM SHS G8068L108 2,030,103 19,170 SH SOLE 19,170 0 0
STANDARDAERO INC COM 85423L103 3,073,202 118,978 SH SOLE 118,978 0 0
SYNAPTICS INC COM 87157D109 1,313,390 18,752 SH SOLE 18,752 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 138,476 16,253 SH SOLE 16,253 0 0
TIC SOLUTIONS INC COM 00510N102 867,757 131,878 SH SOLE 131,878 0 0
TTM TECHNOLOGIES INC COM 87305R109 1,904,561 19,550 SH SOLE 19,550 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 2,645,473 7,828 SH SOLE 7,828 0 0
CHEFS WHSE INC COM 163086101 1,534,880 25,818 SH SOLE 25,818 0 0
COOPER COS INC COM 216648501 2,475,330 34,620 SH SOLE 34,620 0 0
VSE CORP COM 918284100 2,510,975 13,617 SH SOLE 13,617 0 0
VIEMED HEALTHCARE INC COM 92663R105 1,875,939 203,685 SH SOLE 203,685 0 0
VITAL FARMS INC COM 92847W103 1,826,238 129,337 SH SOLE 129,337 0 0
YUM CHINA HLDGS INC COM 98850P109 2,749,241 56,360 SH SOLE 56,360 0 0