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 3,260,332 28,410 SH SOLE 28,410 0 0
ADIENT PLC ORD SHS G0084W101 690,906 36,041 SH SOLE 36,041 0 0
ASCENT INDUSTRIES CO COM 871565107 1,675,487 103,489 SH SOLE 103,489 0 0
AVERY DENNISON CORP COM 053611109 1,615,094 8,880 SH SOLE 8,880 0 0
BEL FUSE INC CL B 077347300 3,144,431 18,537 SH SOLE 18,537 0 0
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 11285B108 1,659,202 43,276 SH SOLE 43,276 0 0
BRIGHTVIEW HLDGS INC COM 10948C107 1,273,107 100,482 SH SOLE 100,482 0 0
BRUKER CORP COM 116794108 2,644,284 56,130 SH SOLE 56,130 0 0
CACI INTL INC CL A 127190304 3,169,154 5,948 SH SOLE 5,948 0 0
CECO ENVIRONMENTAL CORP COM 125141101 2,865,857 47,884 SH SOLE 47,884 0 0
CANTALOUPE INC COM 138103106 1,250,388 117,739 SH SOLE 117,739 0 0
CIVITAS RESOURCES INC COM NEW 17888H103 1,492,117 55,080 SH SOLE 55,080 0 0
COLUMBIA BKG SYS INC COM 197236102 3,998,667 143,065 SH SOLE 143,065 0 0
COMMERCIAL METALS CO COM 201723103 2,734,882 39,510 SH SOLE 39,510 0 0
CONCENTRA GROUP HOLDINGS PAR COMMON STOCK 20603L102 2,338,574 118,830 SH SOLE 118,830 0 0
CORE & MAIN INC CL A 21874C102 2,434,795 46,850 SH SOLE 46,850 0 0
COUSINS PPTYS INC COM NEW 222795502 3,179,989 123,351 SH SOLE 123,351 0 0
EAST WEST BANCORP INC COM 27579R104 1,925,803 17,135 SH SOLE 17,135 0 0
ENERPAC TOOL GROUP CORP CL A COM 292765104 1,124,180 29,398 SH SOLE 29,398 0 0
FIRST HORIZON CORPORATION COM 320517105 4,085,131 170,926 SH SOLE 170,926 0 0
FLOWSERVE CORP COM 34354P105 3,602,487 51,924 SH SOLE 51,924 0 0
GIBRALTAR INDS INC COM 374689107 2,547,792 51,533 SH SOLE 51,533 0 0
GRANITE CONSTR INC COM 387328107 1,227,785 10,644 SH SOLE 10,644 0 0
HAEMONETICS CORP MASS COM 405024100 2,515,187 31,381 SH SOLE 31,381 0 0
HASBRO INC COM 418056107 1,598,180 19,490 SH SOLE 19,490 0 0
INTL GNRL INSURANCE HLDNGS L SHS G4809J106 464,767 18,524 SH SOLE 18,524 0 0
KILROY RLTY CORP COM 49427F108 1,898,957 50,815 SH SOLE 50,815 0 0
LSI INDS INC OHIO COM 50216C108 2,630,825 143,604 SH SOLE 143,604 0 0
LAKELAND INDS INC COM 511795106 1,467,979 166,061 SH SOLE 166,061 0 0
LAMB WESTON HLDGS INC COM 513272104 1,798,757 42,940 SH SOLE 42,940 0 0
LANTHEUS HLDGS INC COM 516544103 1,976,468 29,699 SH SOLE 29,699 0 0
LIMBACH HLDGS INC COM 53263P105 2,219,581 28,511 SH SOLE 28,511 0 0
MKS INC. COM 55306N104 3,837,597 24,015 SH SOLE 24,015 0 0
MAMAS CREATIONS INC COM 56146T103 2,576,900 191,023 SH SOLE 191,023 0 0
MODINE MFG CO COM 607828100 2,079,418 15,575 SH SOLE 15,575 0 0
NCR VOYIX CORPORATION COM 62886E108 1,688,192 165,509 SH SOLE 165,509 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 1,771,291 141,590 SH SOLE 141,590 0 0
NORTHERN OIL & GAS INC COM 665531307 1,306,020 60,830 SH SOLE 60,830 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 2,201,801 98,647 SH SOLE 98,647 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 2,257,631 70,861 SH SOLE 70,861 0 0
OSHKOSH CORP COM 688239201 3,147,660 25,055 SH SOLE 25,055 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 599,087 8,236 SH SOLE 8,236 0 0
RADNET INC COM 750491102 1,307,988 18,332 SH SOLE 18,332 0 0
SLB LIMITED COM STK 806857108 1,617,794 42,152 SH SOLE 42,152 0 0
SAMSARA INC COM CL A 79589L106 1,696,141 47,846 SH SOLE 47,846 0 0
SHARKNINJA INC COM SHS G8068L108 1,535,268 13,720 SH SOLE 13,720 0 0
STANDARDAERO INC COM 85423L103 2,337,162 81,491 SH SOLE 81,491 0 0
SYNAPTICS INC COM 87157D109 1,284,395 17,352 SH SOLE 17,352 0 0
TIC SOLUTIONS INC COM 00510N102 920,050 91,004 SH SOLE 91,004 0 0
TTM TECHNOLOGIES INC COM 87305R109 1,348,950 19,550 SH SOLE 19,550 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,378,851 7,828 SH SOLE 7,828 0 0
CHEFS WHSE INC COM 163086101 1,484,576 23,818 SH SOLE 23,818 0 0
COOPER COS INC COM 216648501 2,837,455 34,620 SH SOLE 34,620 0 0
HANOVER INS GROUP INC COM 410867105 1,773,600 9,704 SH SOLE 9,704 0 0
VSE CORP COM 918284100 2,869,364 16,608 SH SOLE 16,608 0 0
VIEMED HEALTHCARE INC COM 92663R105 1,292,597 173,970 SH SOLE 173,970 0 0
VITAL FARMS INC COM 92847W103 2,066,294 64,693 SH SOLE 64,693 0 0
YUM CHINA HLDGS INC COM 98850P109 2,690,626 56,360 SH SOLE 56,360 0 0