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
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
Adient PLC ORD SHS G0084W101 1,190,527 26,935 SH   SOLE   0 0 0
AgroFresh Solutions COM 00856G109 288,122 144,061 SH   SOLE   0 0 0
American Axle & MFG Holdings Inc COM 024061103 1,762,950 182,500 SH   SOLE   0 0 0
AMREP Corp COM 032159105 1,569,096 141,360 SH   SOLE   0 0 0
Arc Document Solutions Inc COM 00191G103 2,056,617 974,700 SH   SOLE   0 0 0
Arch Resources Inc CL A 03940R107 7,280,000 175,000 SH   SOLE   0 0 0
Asure Software Inc COM 04649U102 458,400 60,000 SH   SOLE   0 0 0
Atkore International Group Inc COM 047649108 1,797,500 25,000 SH   SOLE   0 0 0
Bluegreen Vacations HGDG CORP CLASS A 09629F108 1,051,756 56,729 SH   SOLE   0 0 0
Bluelinx Holdings Inc COM NEW 09624H208 17,974,454 458,649 SH   SOLE   0 0 0
Builders FirstSource Inc COM 12008R107 16,520,008 356,265 SH   SOLE   0 0 0
Carriage Services Inc COM 143905107 4,620,975 131,315 SH   SOLE   0 0 0
Civeo Corporation COM NEW 17878Y207 2,966,313 193,750 SH   SOLE   0 0 0
Colliers Intl Group Inc SUB VTG SHS 194693107 2,957,417 30,104 SH   SOLE   0 0 0
Comfort Systems USA Inc COM 199908104 785,085 10,500 SH   SOLE   0 0 0
Commercial Vehicle Group Inc COM 202608105 649,657 67,322 SH   SOLE   0 0 0
Concrete Pumping Holdings Inc COM 206704108 1,416,051 191,100 SH   SOLE   0 0 0
CoreCivic Inc COM 21871N101 4,255,401 470,210 SH   SOLE   0 0 0
Consol Energy Inc New COM 20854L108 339,732 23,111 SH   SOLE   0 0 0
Container Store Group Inc COM 210751103 8,652,035 519,954 SH   SOLE   0 0 0
Cornerstone Bldg Brands Inc COM 21925D109 643,093 45,837 SH   SOLE   0 0 0
Dana Incorporated COM 235825205 30,497,485 1,253,493 SH   SOLE   0 0 0
Delta Apparel Inc COM 247368103 1,980,928 41,030 SH   SOLE   0 0 0
Elevate Credit Inc COM 28621V101 350,400 120,000 SH   SOLE   0 0 0
Entercom Communications Corp CL A 293639100 878,882 167,406 SH   SOLE   0 0 0
Ezcorp Inc CL A NON VTG 302301106 149,100 30,000 SH   SOLE   0 0 0
Evofem Biosciences Inc COM 30048L104 40,572 23,184 SH   SOLE   0 0 0
FirstService Corp COM 33767E202 1,497,312 10,104 SH   SOLE   0 0 0
Five Star Senior Living inc COM NEW 33832D205 1,232,911 201,456 SH   SOLE   0 0 0
Fluent Co COM 34380C102 17,628,331 4,299,593 SH   SOLE   0 0 0
FS KKR Capital Corp COM 302635206 743,625 37,500 SH   SOLE   0 0 0
Graftech INTL LTD COM 384313508 6,665,350 545,000 SH   SOLE   0 0 0
Gray Television Inc COM 389375106 4,918,320 267,300 SH   SOLE   0 0 0
GSI Technology COM 36241U106 388,020 58,000 SH   SOLE   0 0 0
Hanger Inc COM NEW 41043F208 228,200 10,000 SH   SOLE   0 0 0
Horizon Global Corp COM 44052W104 976,908 94,570 SH   SOLE   0 0 0
Hudson Technologies Inc COM 444144109 492,982 306,200 SH   SOLE   0 0 0
Huttig Building Prods Inc COM 448451104 9,004,760 2,460,317 SH   SOLE   0 0 0
IEC Electronics Corp COM 44949L105 264,880 22,000 SH   SOLE   0 0 0
IES Holdings Inc COM 44951W106 2,109,406 41,845 SH   SOLE   0 0 0
Information Services Group Inc COM 45675Y104 4,602,620 1,046,050 SH   SOLE   0 0 0
Insight Enterprises COM 45765U103 1,908,400 20,000 SH   SOLE   0 0 0
Inspired Entertainment COM 45782N108 603,850 65,000 SH   SOLE   0 0 0
Kraton Performance Polymers COM 50077C106 33,080,543 904,087 SH   SOLE   0 0 0
Kratos Defense & Sec Solutions COM NEW 50077B207 89,506 3,281 SH   SOLE   0 0 0
KLX Energy Services Holdings COM NEW 48253L205 320,600 20,000 SH   SOLE   0 0 0
Lensar Inc COM 52634L108 110,171 15,175 SH   SOLE   0 0 0
Lifetime Brands COM 53222Q103 5,815,169 395,859 SH   SOLE   0 0 0
LSB Industries Inc COM 502160104 256,500 50,000 SH   SOLE   0 0 0
Manitex International Inc COM 563420108 524,827 66,518 SH   SOLE   0 0 0
Marriott Vacations Worldwide COM 57164Y107 508,606 2,920 SH   SOLE   0 0 0
Meritor Inc COM 59001K100 2,135,892 72,600 SH   SOLE   0 0 0
Mistras Group Inc COM 60649T107 855,750 75,000 SH   SOLE   0 0 0
MKS Instruments Inc COM 55306N104 814,550 4,393 SH   SOLE   0 0 0
Olympic Steel Inc COM 68162K106 1,519,119 51,583 SH   SOLE   0 0 0
Oppenheimer Holdings Inc CL A NON VTG 683797104 15,354,649 383,387 SH   SOLE   0 0 0
Orion Group Hldgs Inc COM 68628V308 267,323 44,040 SH   SOLE   0 0 0
Park Ohio Holdings Corp COM 700666100 3,048,862 96,820 SH   SOLE   0 0 0
Points International Ltd COM NEW 730843208 304,400 20,000 SH   SOLE   0 0 0
RadNet Inc COM 750491102 72,247,432 3,321,721 SH   SOLE   0 0 0
RCI Hospitality Holdings Inc COM 74934Q108 3,815,400 60,000 SH   SOLE   0 0 0
Rignet Inc COM 766582100 1,221,934 140,130 SH   SOLE   0 0 0
Rush Enterprises Inc Cl A CL A 781846209 678,286 13,612 SH   SOLE   0 0 0
Rush Enterprises Inc Cl B CL B 781846308 613,765 13,612 SH   SOLE   0 0 0
Ryerson Holding Corporation COM 783754104 9,191,274 539,394 SH   SOLE   0 0 0
Saratoga Investment Corp COM NEW 80349A208 857,006 33,847 SH   SOLE   0 0 0
Sciplay Corp CL A 809087109 404,500 25,000 SH   SOLE   0 0 0
Silversun Technologies Inc COM New 82846H207 76,400 10,000 SH   SOLE   0 0 0
Sinclair Broadcast Group Inc CL A 829226109 5,705,700 195,000 SH   SOLE   0 0 0
SMTC CORP COM NEW 832682207 3,450,000 50,000 SH   SOLE   0 0 0
Sportsmans Warehouse Holdings Inc COM 84920Y106 16,287,559 944,754 SH   SOLE   0 0 0
Tidewater COM 88642R109 313,250 25,000 SH   SOLE   0 0 0
Townsquare Media Inc CL A 892231101 1,170,064 109,046 SH   SOLE   0 0 0
Trimas Corp COM NEW 896215209 675,439 22,277 SH   SOLE   0 0 0
Trinseo SA SHS L9340P101 10,632,954 167,001 SH   SOLE   0 0 0
Tutor Perini Corp COM 901109AD0 1,231,750 65,000 SH   SOLE   0 0 0
USA Truck Inc COM 902925106 1,528,800 80,000 SH   SOLE   0 0 0
Veritiv Corp COM 923454102 972,975 22,872 SH   SOLE   0 0 0
Victory Cap Holdings Inc COM CL A 92645B103 7,075,315 276,812 SH   SOLE   0 0 0
Village Farms International Inc COM 92707Y108 2,381,400 180,000 SH   SOLE   0 0 0
World Acceptance Corp COM 981419104 138,713 1,069 SH   SOLE   0 0 0
Xcel Brands Inc COM NEW 98400M101 151,841 76,302 SH   SOLE   0 0 0
Xpel Inc COM 98379L100 8,008,541 154,218 SH   SOLE   0 0 0
Willscot Mobile Mini HLDNG CO COM CL A 971378104 409,285 14,749 SH   SOLE   0 0 0