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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ARAMARK COM 03852U106   37,596,426 873,320 SH   SOLE 0 254,140 0 619,180
ATI INC COM 01741R102   24,413,456 551,966 SH   SOLE 0 163,809 0 388,157
BARNES GROUP INC COM 067806109   962,354 22,810 SH   SOLE 0 22,810 0 0
CONAGRA BRANDS, INC. COM 205887102   30,295,667 898,448 SH   SOLE 0 238,948 0 659,500
CALERES INC COM 129500104   872,057 36,442 SH   SOLE 0 36,442 0 0
CHESAPEAKE ENERGY CORP COM 165167735   8,751,254 104,580 SH   SOLE 0 27,760 0 76,820
CLARIVATE PLC. COM G21810109   12,696,152 1,332,230 SH   SOLE 0 398,560 0 933,670
CNX RESOURCES COM 12653C108   23,036 1,300 SH   SOLE 0 1,300 0 0
DUPONT DE NEMOURS INC COM 26614N102   28,128,214 393,732 SH   SOLE 0 104,631 0 289,101
DT MIDSTREAM, INC. COM 23345M107   1,071,208 21,610 SH   SOLE 0 21,610 0 0
DEVON ENERGY COM 25179M103   16,480,460 340,928 SH   SOLE 0 90,636 0 250,292
ENHABIT INC COM 29332G102   1,235,848 107,465 SH   SOLE 0 107,465 0 0
ENCOMPASS HEALTH CORP COM 29261A100   1,394,284 20,592 SH   SOLE 0 20,592 0 0
ENOVIS CORP COM 194014502   55,143 860 SH   SOLE 0 860 0 0
ENERGIZER HOLDINGS COM 29272W109   31,590,721 940,760 SH   SOLE 0 282,710 0 658,050
ESAB CORPORATION COM 29605J106   24,410,199 366,850 SH   SOLE 0 109,929 0 256,921
FIRSTENERGY COM 337932107   27,017,945 694,906 SH   SOLE 0 184,991 0 509,915
GENUINE PARTS CO COM 372460105   16,575,402 97,946 SH   SOLE 0 26,050 0 71,896
HAIN CELESTIAL GROUP INC COM 405217100   18,355,785 1,467,289 SH   SOLE 0 446,269 0 1,021,020
HOWARD HUGHES CORP COM 44267D107   14,852,744 188,200 SH   SOLE 0 58,357 0 129,843
HOWMET AEROSPACE INC COM 443201108   27,272,918 550,301 SH   SOLE 0 146,106 0 404,195
INTL FLAVORS & FRAGRANCES COM 459506101   22,192,876 278,840 SH   SOLE 0 74,090 0 204,750
JOHN BEAN TECHNOLOGIES COM 477839104   10,923,065 90,050 SH   SOLE 0 27,010 0 63,040
JOHNSON CONTROLS INTL COM G51502105   23,041,200 338,145 SH   SOLE 0 89,927 0 248,218
KAMAN CORP COM 483548103   673,941 27,700 SH   SOLE 0 27,700 0 0
KNIFE RIVER CORP COM 498894104   11,198,118 257,428 SH   SOLE 0 77,436 0 179,992
LKQ CORP COM 501889208   28,191,026 483,800 SH   SOLE 0 129,200 0 354,600
PEDIATRIX MEDICAL GROUP INC COM 58502B106   1,386,470 97,570 SH   SOLE 0 97,570 0 0
MDU RESOURCES GROUP COM 552690109   21,562,358 1,029,721 SH   SOLE 0 309,750 0 719,971
NATIONAL FUEL GAS COM 636180101   949,081 18,479 SH   SOLE 0 18,479 0 0
ENVIRI CORPORATION COM 415864107   1,488,297 150,790 SH   SOLE 0 150,790 0 0
nVENT ELECTRIC COM G6700G107   20,640,718 399,472 SH   SOLE 0 118,217 0 281,255
NEWELL BRANDS, INC COM 651229106   21,958,591 2,523,976 SH   SOLE 0 764,649 0 1,759,327
REALTY INCOME CORP COM 756109104   20,845,245 348,641 SH   SOLE 0 93,090 0 255,551
ONEOK INC COM 682680103   13,116,673 212,519 SH   SOLE 0 56,451 0 156,068
ORION OFFICE REIT, INC. COM 68629Y103   725,672 109,784 SH   SOLE 0 109,784 0 0
PATTERSON COS INC. COM 703395103   32,164,881 967,074 SH   SOLE 0 291,916 0 675,158
PENTAIR PLC COM G7S00T104   25,436,896 393,760 SH   SOLE 0 115,930 0 277,830
PPL CORP COM 69351T106   28,779,219 1,087,650 SH   SOLE 0 289,120 0 798,530
PERRIGO COMPANY PLC COM G97822103   32,092,663 945,292 SH   SOLE 0 284,138 0 661,154
PRIMO WATER CORP COM 74167P108   1,365,681 108,906 SH   SOLE 0 108,906 0 0
SYLVAMO CORP COM 871332102   1,005,992 24,870 SH   SOLE 0 24,870 0 0
SPARTANNASH CO COM 847215100   1,308,056 58,110 SH   SOLE 0 58,110 0 0
STERICYCLE INC COM 858912108   20,808,510 448,073 SH   SOLE 0 132,480 0 315,593
SUMMIT MATERIALS, INC - CL A COM 86614U100   30,486,547 805,457 SH   SOLE 0 244,793 0 560,664
STANLEY BLACK AND DECKER INC. COM 854502101   19,184,311 204,720 SH   SOLE 0 54,420 0 150,300
SOUTHWEST GAS HOLDINGS COM 844895102   29,061,954 456,590 SH   SOLE 0 136,800 0 319,790
SYSCO CORPORATION COM 871829107   16,016,070 215,850 SH   SOLE 0 55,060 0 160,790
TRIUMPH GROUP COM 896818101   539,617 43,623 SH   SOLE 0 43,623 0 0
TREEHOUSE FOODS INC COM 89469A104   21,549,289 427,735 SH   SOLE 0 128,195 0 299,540
US FOODS HOLDING CORP COM 912008109   15,770,480 358,420 SH   SOLE 0 108,900 0 249,520
VERTIV HOLDINGS CO COM 92537N108   18,939,018 764,595 SH   SOLE 0 228,380 0 536,215
VITESSE ENERGY, INC. COM 92852X103   535,136 23,890 SH   SOLE 0 23,890 0 0
DENTSPLY SIRONA, INC. COM 24906P109   25,365,076 633,810 SH   SOLE 0 189,290 0 444,520