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 1,217 26,935 SH   SOLE   0 0 0
AgroFresh Solutions COM 00856G109 300 144,061 SH   SOLE   0 0 0
American Axle & MFG Holdings Inc COM 024061103 1,889 182,500 SH   SOLE   0 0 0
AMREP Corp COM 032159105 1,648 141,360 SH   SOLE   0 0 0
Arc Document Solutions Inc COM 00191G103 2,075 974,700 SH   SOLE   0 0 0
Arch Resources Inc CL A 03940R107 9,972 175,000 SH   SOLE   0 0 0
Asure Software Inc COM 04649U102 532 60,000 SH   SOLE   0 0 0
Atkore International Group Inc COM 047649108 1,775 25,000 SH   SOLE   0 0 0
Audacy INC CL A 05070N103 722 167,406 SH   SOLE   0 0 0
Bluegreen Vacations HLDG CORP CLASS A 096308101 6,151 341,729 SH   SOLE   0 0 0
Bluelinx Holdings Inc COM NEW 09624H208 23,061 458,649 SH   SOLE   0 0 0
Builders FirstSource Inc COM 12008R107 15,198 356,265 SH   SOLE   0 0 0
Carriage Services Inc COM 143905107 4,842 131,315 SH   SOLE   0 0 0
Civeo Corporation COM NEW 17878Y207 3,449 193,750 SH   SOLE   0 0 0
Colliers Intl Group Inc SUB VTG SHS 194693107 3,371 30,104 SH   SOLE   0 0 0
Comfort Systems USA Inc COM 199908104 826 10,500 SH   SOLE   0 0 0
Commercial Vehicle Group Inc COM 202608105 716 67,322 SH   SOLE   0 0 0
Concrete Pumping Holdings Inc COM 206704108 1,619 191,100 SH   SOLE   0 0 0
CoreCivic Inc COM 21871N101 8,849 845,210 SH   SOLE   0 0 0
Consol Energy Inc New COM 20854L108 427 23,111 SH   SOLE   0 0 0
Container Store Group Inc COM 210751103 6,780 519,954 SH   SOLE   0 0 0
Cornerstone Bldg Brands Inc COM 21925D109 2,197 120,837 SH   SOLE   0 0 0
Dana Incorporated COM 235825205 29,658 1,253,493 SH   SOLE   0 0 0
Delta Apparel Inc COM 247368103 1,211 41,030 SH   SOLE   0 0 0
Elevate Credit Inc COM 28621V101 428 120,000 SH   SOLE   0 0 0
Ezcorp Inc CL A NON VTG 302301106 181 30,000 SH   SOLE   0 0 0
Evofem Biosciences Inc COM 30048L104 26 23,184 SH   SOLE   0 0 0
FirstService Corp COM 33767E202 1,730 10,104 SH   SOLE   0 0 0
Five Star Senior Living inc COM NEW 33832D205 1,160 201,456 SH   SOLE   0 0 0
Fluent Co COM 34380C102 12,598 4,299,593 SH   SOLE   0 0 0
FS KKR Capital Corp COM 302635206 807 37,500 SH   SOLE   0 0 0
Garrett Motion Inc COM 366505105 279 35,000 SH   SOLE   0 0 0
Graftech INTL LTD COM 384313508 6,333 545,000 SH   SOLE   0 0 0
Gray Television Inc COM 389375106 6,255 267,300 SH   SOLE   0 0 0
GSI Technology COM 36241U106 326 58,000 SH   SOLE   0 0 0
Hanger Inc COM NEW 41043F208 253 10,000 SH   SOLE   0 0 0
Horizon Global Corp COM 44052W104 802 94,570 SH   SOLE   0 0 0
Hudson Technologies Inc COM 444144109 1,041 306,200 SH   SOLE   0 0 0
Huttig Building Prods Inc COM 448451104 14,221 2,460,317 SH   SOLE   0 0 0
IEC Electronics Corp COM 44949L105 231 22,000 SH   SOLE   0 0 0
IES Holdings Inc COM 44951W106 2,149 41,845 SH   SOLE   0 0 0
Information Services Group Inc COM 45675Y104 5,915 1,011,050 SH   SOLE   0 0 0
Insight Enterprises COM 45765U103 2,000 20,000 SH   SOLE   0 0 0
Inspired Entertainment COM 45782N108 829 65,000 SH   SOLE   0 0 0
Joann Inc COM 47768J101 2,126 135,000 SH   SOLE   0 0 0
Kraton Performance Polymers COM 50077C106 29,193 904,087 SH   SOLE   0 0 0
Kratos Defense & Sec Solutions COM NEW 50077B207 93 3,281 SH   SOLE   0 0 0
KLX Energy Services Holdings COM NEW 48253L205 191 20,000 SH   SOLE   0 0 0
Lensar Inc COM 52634L108 131 15,175 SH   SOLE   0 0 0
Lifetime Brands COM 53222Q103 5,910 395,859 SH   SOLE   0 0 0
LSB Industries Inc COM 502160104 303 50,000 SH   SOLE   0 0 0
Manitex International Inc COM 563420108 485 66,518 SH   SOLE   0 0 0
Marriott Vacations Worldwide COM 57164Y107 465 2,920 SH   SOLE   0 0 0
Meritor Inc COM 59001K100 1,700 72,600 SH   SOLE   0 0 0
Mistras Group Inc COM 60649T107 737 75,000 SH   SOLE   0 0 0
MKS Instruments Inc COM 55306N104 782 4,393 SH   SOLE   0 0 0
Olympic Steel Inc COM 68162K106 1,516 51,583 SH   SOLE   0 0 0
Oppenheimer Holdings Inc CL A NON VTG 683797104 20,186 398,387 SH   SOLE   0 0 0
Orion Group Hldgs Inc COM 68628V308 512 89,040 SH   SOLE   0 0 0
PAE INC COM CL A 69290Y109 979 110,000 SH   SOLE   0 0 0
Park-Ohio Holdings Corp COM 700666100 3,096 96,820 SH   SOLE   0 0 0
Points International Ltd COM NEW 730843208 348 20,000 SH   SOLE   0 0 0
RadNet Inc COM 750491102 73,047 2,168,211 SH   SOLE   0 0 0
RCI Hospitality Holdings Inc COM 74934Q108 3,972 60,000 SH   SOLE   0 0 0
Rush Enterprises Inc Cl A CL A 781846209 586 13,612 SH   SOLE   0 0 0
Rush Enterprises Inc Cl B CL B 781846308 517 13,612 SH   SOLE   0 0 0
Ryerson Holding Corporation COM 783754104 16,007 1,096,394 SH   SOLE   0 0 0
Saratoga Investment Corp COM NEW 80349A208 909 33,847 SH   SOLE   0 0 0
Sciplay Corp CL A 809087109 424 25,000 SH   SOLE   0 0 0
Silversun Technologies Inc COM New 82846H207 116 10,000 SH   SOLE   0 0 0
Sinclair Broadcast Group Inc CL A 829226109 6,478 195,000 SH   SOLE   0 0 0
Sportsmans Warehouse Holdings Inc COM 84920Y106 16,788 944,754 SH   SOLE   0 0 0
Tidewater COM 88642R109 301 25,000 SH   SOLE   0 0 0
Townsquare Media Inc CL A 892231101 1,390 109,046 SH   SOLE   0 0 0
Tremor INTL LTD ADS 08948T104 1,990 100,000 SH   SOLE   0 0 0
Trimas Corp COM NEW 896215209 676 22,277 SH   SOLE   0 0 0
Trinseo SA SHS L9340P101 9,980 167,001 SH   SOLE   0 0 0
Tutor Perini Corp COM 901109108 915 65,000 SH   SOLE   0 0 0
USA Truck Inc COM 902925106 1,286 80,000 SH   SOLE   0 0 0
Veritiv Corp COM 923454102 2,019 32,872 SH   SOLE   0 0 0
Viasat Inc COM 92552V100 1,290 25,883 SH   SOLE   0 0 0
Victory Cap Holdings Inc COM CL A 92645B103 8,938 276,812 SH   SOLE   0 0 0
Village Farms International Inc COM 92707Y108 1,926 180,000 SH   SOLE   0 0 0
World Acceptance Corp COM 981419104 171 1,069 SH   SOLE   0 0 0
Xcel Brands Inc COM NEW 98400M101 988 15,000 SH   SOLE   0 0 0
Xpel Inc COM 98379L100 12,934 154,218 SH   SOLE   0 0 0
Willscot Mobile Mini HLDNG CO COM CL A 971378104 411 14,749 SH   SOLE   0 0 0