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 1,116 26,935 SH   SOLE   0 0 0
AgroFresh Solutions COM 00856G109 311 144,061 SH   SOLE   0 0 0
American Axle & MFG Holdings Inc COM 024061103 1,608 182,500 SH   SOLE   0 0 0
AMREP Corp COM 032159105 2,219 141,360 SH   SOLE   0 0 0
Arc Document Solutions Inc COM 00191G103 2,875 974,700 SH   SOLE   0 0 0
Arch Resources Inc CL A 03940R107 16,231 175,000 SH   SOLE   0 0 0
Asure Software Inc COM 04649U102 541 60,000 SH   SOLE   0 0 0
Atkore International Group Inc COM 047649108 2,173 25,000 SH   SOLE   0 0 0
Audacy INC CL A 05070N103 616 167,406 SH   SOLE   0 0 0
Bluegreen Vacations HLDG CORP CLASS A 096308101 13,352 517,524 SH   SOLE   0 0 0
Bluelinx Holdings Inc COM NEW 09624H208 22,419 458,649 SH   SOLE   0 0 0
Builders FirstSource Inc COM 12008R107 18,433 356,265 SH   SOLE   0 0 0
Carriage Services Inc COM 143905107 4,072 91,315 SH   SOLE   0 0 0
Civeo Corporation COM NEW 17878Y207 4,357 193,750 SH   SOLE   0 0 0
Colliers Intl Group Inc SUB VTG SHS 194693107 3,845 30,104 SH   SOLE   0 0 0
Comfort Systems USA Inc COM 199908104 749 10,500 SH   SOLE   0 0 0
Commercial Vehicle Group Inc COM 202608105 637 67,322 SH   SOLE   0 0 0
Concrete Pumping Holdings Inc COM 206704108 1,632 191,100 SH   SOLE   0 0 0
CoreCivic Inc COM 21871N101 7,522 845,210 SH   SOLE   0 0 0
Consol Energy Inc New COM 20854L108 601 23,111 SH   SOLE   0 0 0
Container Store Group Inc COM 210751103 4,950 519,954 SH   SOLE   0 0 0
Cornerstone Bldg Brands Inc COM 21925D109 1,765 120,837 SH   SOLE   0 0 0
Dana Incorporated COM 235825205 27,878 1,253,493 SH   SOLE   0 0 0
Delta Apparel Inc COM 247368103 1,121 41,030 SH   SOLE   0 0 0
Elevate Credit Inc COM 28621V101 5,702 1,380,651 SH   SOLE   0 0 0
Ezcorp Inc CL A NON VTG 302301106 227 30,000 SH   SOLE   0 0 0
Evofem Biosciences Inc COM 30048L104 17 23,184 SH   SOLE   0 0 0
FirstService Corp COM 33767E202 1,824 10,104 SH   SOLE   0 0 0
Five Star Senior Living inc COM NEW 33832D205 882 201,456 SH   SOLE   0 0 0
Fluent Co COM 34380C102 9,760 4,299,593 SH   SOLE   0 0 0
FS KKR Capital Corp COM 302635206 827 37,500 SH   SOLE   0 0 0
Garrett Motion Inc COM 366505105 258 35,000 SH   SOLE   0 0 0
Graftech INTL LTD COM 384313508 5,624 545,000 SH   SOLE   0 0 0
Gray Television Inc COM 389375106 6,100 267,300 SH   SOLE   0 0 0
Geo Group Inc COM 36162J106 598 80,000 SH   SOLE   0 0 0
GSI Technology COM 36241U106 306 58,000 SH   SOLE   0 0 0
Hanger Inc COM NEW 41043F208 220 10,000 SH   SOLE   0 0 0
Horizon Global Corp COM 44052W104 665 94,570 SH   SOLE   0 0 0
Hudson Technologies Inc COM 444144109 1,081 306,200 SH   SOLE   0 0 0
Huttig Building Prods Inc COM 448451104 13,113 2,460,317 SH   SOLE   0 0 0
IEC Electronics Corp COM 44949L105 337 22,000 SH   SOLE   0 0 0
IES Holdings Inc COM 44951W106 1,912 41,845 SH   SOLE   0 0 0
Information Services Group Inc COM 45675Y104 5,428 756,050 SH   SOLE   0 0 0
Insight Enterprises COM 45765U103 1,802 20,000 SH   SOLE   0 0 0
Inspired Entertainment COM 45782N108 761 65,000 SH   SOLE   0 0 0
Joann Inc COM 47768J101 3,621 325,000 SH   SOLE   0 0 0
Kraton Performance Polymers COM 50077C106 41,263 904,087 SH   SOLE   0 0 0
Kratos Defense & Sec Solutions COM NEW 50077B207 74 3,281 SH   SOLE   0 0 0
KLX Energy Services Holdings COM NEW 48253L205 95 20,000 SH   SOLE   0 0 0
Legato Merger Corp COM 52473X106 1,659 157,687 SH   SOLE   0 0 0
Lensar Inc COM 52634L108 116 15,175 SH   SOLE   0 0 0
Lifetime Brands COM 53222Q103 7,201 395,859 SH   SOLE   0 0 0
LSB Industries Inc COM 502160104 393 50,000 SH   SOLE   0 0 0
Manitex International Inc COM 563420108 478 66,518 SH   SOLE   0 0 0
Marriott Vacations Worldwide COM 57164Y107 459 2,920 SH   SOLE   0 0 0
Meritor Inc COM 59001K100 1,547 72,600 SH   SOLE   0 0 0
Mistras Group Inc COM 60649T107 762 75,000 SH   SOLE   0 0 0
MKS Instruments Inc COM 55306N104 663 4,393 SH   SOLE   0 0 0
Olympic Steel Inc COM 68162K106 1,257 51,583 SH   SOLE   0 0 0
Oppenheimer Holdings Inc CL A NON VTG 683797104 18,383 405,887 SH   SOLE   0 0 0
Orion Group Hldgs Inc COM 68628V308 707 130,000 SH   SOLE   0 0 0
PAE INC COM CL A 69290Y109 957 160,000 SH   SOLE   0 0 0
Park-Ohio Holdings Corp COM 700666100 2,471 96,820 SH   SOLE   0 0 0
Points International Ltd COM NEW 730843208 342 20,000 SH   SOLE   0 0 0
RadNet Inc COM 750491102 61,367 2,093,711 SH   SOLE   0 0 0
RCI Hospitality Holdings Inc COM 74934Q108 4,111 60,000 SH   SOLE   0 0 0
Rush Enterprises Inc Cl A CL A 781846209 615 13,612 SH   SOLE   0 0 0
Rush Enterprises Inc Cl B CL B 781846308 623 13,612 SH   SOLE   0 0 0
Ryerson Holding Corporation COM 783754104 28,971 1,300,912 SH   SOLE   0 0 0
Saratoga Investment Corp COM NEW 80349A208 973 33,847 SH   SOLE   0 0 0
Sciplay Corp CL A 809087109 517 25,000 SH   SOLE   0 0 0
Silversun Technologies Inc COM New 82846H207 61 10,000 SH   SOLE   0 0 0
Sinclair Broadcast Group Inc CL A 829226109 6,178 195,000 SH   SOLE   0 0 0
Sportsmans Warehouse Holdings Inc COM 84920Y106 16,628 944,754 SH   SOLE   0 0 0
Tidewater COM 88642R109 302 25,000 SH   SOLE   0 0 0
Townsquare Media Inc CL A 892231101 1,425 109,046 SH   SOLE   0 0 0
Tremor INTL LTD ADS 89484T104 1,847 100,000 SH   SOLE   0 0 0
Trimas Corp COM NEW 896215209 721 22,277 SH   SOLE   0 0 0
Trinseo SA SHS L9340P101 6,856 127,001 SH   SOLE   0 0 0
Tutor Perini Corp COM 901109108 844 65,000 SH   SOLE   0 0 0
Universal Stainless & Alloy COM 913837100 2,085 205,000 SH   SOLE   0 0 0
USA Truck Inc COM 902925106 1,222 80,000 SH   SOLE   0 0 0
Veritiv Corp COM 923454102 1,601 17,872 SH   SOLE   0 0 0
Viasat Inc COM 92552V100 1,425 25,883 SH   SOLE   0 0 0
Victory Cap Holdings Inc COM CL A 92645B103 9,691 276,812 SH   SOLE   0 0 0
Village Farms International Inc COM 92707Y108 1,501 180,000 SH   SOLE   0 0 0
World Acceptance Corp COM 981419104 203 1,069 SH   SOLE   0 0 0
Xcel Brands Inc COM NEW 98400M101 938 15,000 SH   SOLE   0 0 0
Xpel Inc COM 98379L100 11,699 154,218 SH   SOLE   0 0 0
Willscot Mobile Mini HLDNG CO COM CL A 971378104 468 14,749 SH   SOLE   0 0 0