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
Algoma Steel Group COM 015658107   7,044,457 992,177 SH   SOLE   0 0 0
American Axle & MFG Holdings Inc COM 024061103   1,095,775 132,500 SH   SOLE   0 0 0
AMREP Corp COM 032159105   2,535,998 141,360 SH   SOLE   0 0 0
Arc Document Solutions Inc COM 00191G103   3,060,828 944,700 SH   SOLE   0 0 0
Arch Resources Inc CL A 03940R107   38,066,874 337,592 SH   SOLE   0 0 0
Atkore International Group Inc COM 047649108   3,898,500 25,000 SH   SOLE   0 0 0
Bluegreen Vacations HLDG CORP CLASS A 096308101   20,055,264 562,560 SH   SOLE   0 0 0
Bluelinx Holdings Inc COM NEW 09624H208   36,916,403 393,649 SH   SOLE   0 0 0
Brightview Holdings Inc COM 10948C107   143,600 20,000 SH   SOLE   0 0 0
Builders FirstSource Inc COM 12008R107   39,748,040 292,265 SH   SOLE   0 0 0
Carriage Services Inc COM 143905107   2,305,597 71,007 SH   SOLE   0 0 0
Civeo Corporation COM NEW 17878Y207   3,774,250 193,750 SH   SOLE   0 0 0
Colliers Intl Group Inc SUB VTG SHS 194693107   2,955,912 30,104 SH   SOLE   0 0 0
Commercial Vehicle Group Inc COM 202608105   747,274 67,322 SH   SOLE   0 0 0
Concrete Pumping Holdings Inc COM 206704108   1,534,533 191,100 SH   SOLE   0 0 0
Conduent Inc COM 206787103   330,585 97,231 SH   SOLE   0 0 0
CoreCivic Inc COM 21871N101   7,953,426 845,210 SH   SOLE   0 0 0
Consol Energy Inc New COM 20854L108   1,567,157 23,111 SH   SOLE   0 0 0
Container Store Group Inc COM 210751103   1,923,420 612,554 SH   SOLE   0 0 0
Dana Incorporated COM 235825205   20,544,381 1,208,493 SH   SOLE   0 0 0
Delta Apparel Inc COM 247368103   1,950,566 41,030 SH   SOLE   0 0 0
Destination XL Group Inc COM 25065K104   147,000 30,000 SH   SOLE   0 0 0
Ezcorp Inc CL A NON VTG 302301106   251,400 30,000 SH   SOLE   0 0 0
Ferroglobe PLC SHS G33856108   3,124,350 655,000 SH   SOLE   0 0 0
FirstService Corp COM 33767E202   1,556,925 10,104 SH   SOLE   0 0 0
Fluent Co COM 34380C102   2,966,342 4,708,479 SH   SOLE   0 0 0
FS KKR Capital Corp COM 302635206   719,250 37,500 SH   SOLE   0 0 0
Garrett Motion Inc COM 366505105   557,553 73,653 SH   SOLE   0 0 0
Graftech INTL LTD COM 384313508   2,105,480 417,754 SH   SOLE   0 0 0
Gray Television Inc COM 389375106   687,924 87,300 SH   SOLE   0 0 0
Geo Group Inc COM 36162J106   572,800 80,000 SH   SOLE   0 0 0
GSI Technology COM 36241U106   182,490 33,000 SH   SOLE   0 0 0
Hallador Energy Company COM 40609P105   1,371,200 160,000 SH   SOLE   0 0 0
Hudson Technologies Inc COM 444144109   2,945,644 306,200 SH   SOLE   0 0 0
IES Holdings Inc COM 44951W106   2,380,144 41,845 SH   SOLE   0 0 0
Information Services Group Inc COM 45675Y104   2,613,756 487,641 SH   SOLE   0 0 0
Inspired Entertainment COM 45782N108   956,150 65,000 SH   SOLE   0 0 0
Joann Inc COM 47768J101   232,200 265,675 SH   SOLE   0 0 0
Kratos Defense & Sec Solutions COM NEW 50077B207   47,050 3,281 SH   SOLE   0 0 0
Lee Enterprises Inc COM 523768406   534,000 40,000 SH   SOLE   0 0 0
Lifetime Brands COM 53222Q103   4,704,309 832,621 SH   SOLE   0 0 0
Limbach Holdings Inc COM 53263P105   494,600 20,000 SH   SOLE   0 0 0
Manitex International Inc COM 563420108   361,858 66,518 SH   SOLE   0 0 0
Mistras Group Inc COM 60649T107   1,561,316 202,243 SH   SOLE   0 0 0
Nautilus Inc COM 63910B102   61,000 50,000 SH   SOLE   0 0 0
Olympic Steel Inc COM 68162K106   9,677,451 197,499 SH   SOLE   0 0 0
Oppenheimer Holdings Inc CL A NON VTG 683797104   19,043,472 473,954 SH   SOLE   0 0 0
Orion Group Hldgs Inc COM 68628V308   370,500 130,000 SH   SOLE   0 0 0
Park-Ohio Holdings Corp COM 700666100   1,461,081 76,899 SH   SOLE   0 0 0
RadNet Inc COM 750491102   69,389,623 2,127,211 SH   SOLE   0 0 0
Ramaco Resources Inc COM CL A 75134P900   2,493,350 235,000 SH   SOLE   0 0 0
Ramaco Resources Inc COM CL B 75134P303   396,680 47,000 SH   SOLE   0 0 0
Ranger Energy Services Inc COM CL A 75282U104   256,000 25,000 SH   SOLE   0 0 0
RCI Hospitality Holdings Inc COM 74934Q108   4,559,400 60,000 SH   SOLE   0 0 0
Rimini Str Inc Del COM 76674Q107   283,534 59,193 SH   SOLE   0 0 0
RumbleOn Inc COM CL B 781386305   865,200 70,000 SH   SOLE   0 0 0
Rush Enterprises Inc Cl A CL A 781846209   826,793 13,612 SH   SOLE   0 0 0
Rush Enterprises Inc Cl B CL B 781846308   926,433 13,612 SH   SOLE   0 0 0
Ryerson Holding Corporation COM 783754104   80,339,456 1,851,993 SH   SOLE   0 0 0
Saratoga Investment Corp COM NEW 80349A208   913,531 33,847 SH   SOLE   0 0 0
Silversun Technologies Inc COM New 82846H207   33,700 10,000 SH   SOLE   0 0 0
Sinclair Broadcast Group Inc CL A 829226109   2,694,900 195,000 SH   SOLE   0 0 0
Sportsmans Warehouse Holdings Inc COM 84920Y106   8,611,526 1,510,794 SH   SOLE   0 0 0
Tidewater COM 88642R109   1,386,000 25,000 SH   SOLE   0 0 0
Torrid Holdings Inc COM 89142B107   421,500 150,000 SH   SOLE   0 0 0
Townsquare Media Inc CL A 892231101   5,571,581 467,807 SH   SOLE   0 0 0
Tremor INTL LTD ADS 89484T104   1,330,920 184,850 SH   SOLE   0 0 0
Trimas Corp COM NEW 896215209   612,395 22,277 SH   SOLE   0 0 0
Trinseo SA SHS G9059U107   1,609,103 127,001 SH   SOLE   0 0 0
Tutor Perini Corp COM 901109108   6,396,061 894,554 SH   SOLE   0 0 0
Universal Stainless & Alloy COM 913837100   3,432,450 245,000 SH   SOLE   0 0 0
Veritiv Corp COM 923454102   2,244,902 17,872 SH   SOLE   0 0 0
Victory Cap Holdings Inc COM CL A 92645B103   8,730,650 276,812 SH   SOLE   0 0 0
Village Farms International Inc COM 92707Y108   107,820 180,000 SH   SOLE   0 0 0
World Acceptance Corp COM 981419104   143,257 1,069 SH   SOLE   0 0 0
Xcel Brands Inc COM NEW 98400M101   26,250 15,000 SH   SOLE   0 0 0
Xpel Inc COM 98379L100   2,105,500 25,000 SH   SOLE   0 0 0