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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Alerislife Inc COM NEW 33832D205 104 87,040 SH   SOLE   0 0 0
Algoma Steel Group COM 015658107 9,918 1,104,501 SH   SOLE   0 0 0
American Axle & MFG Holdings Inc COM 024061103 1,148 152,500 SH   SOLE   0 0 0
AMREP Corp COM 032159105 1,586 141,360 SH   SOLE   0 0 0
Arc Document Solutions Inc COM 00191G103 2,563 974,700 SH   SOLE   0 0 0
Arch Resources Inc CL A 03940R107 48,306 337,592 SH   SOLE   0 0 0
Atkore International Group Inc COM 047649108 2,075 25,000 SH   SOLE   0 0 0
Bluegreen Vacations HLDG CORP CLASS A 096308101 13,396 536,693 SH   SOLE   0 0 0
Bluelinx Holdings Inc COM NEW 09624H208 26,300 393,649 SH   SOLE   0 0 0
Brightview Holdings Inc COM 10948C107 240 20,000 SH   SOLE   0 0 0
Builders FirstSource Inc COM 12008R107 15,695 292,265 SH   SOLE   0 0 0
Carriage Services Inc COM 143905107 2,815 71,007 SH   SOLE   0 0 0
Civeo Corporation COM NEW 17878Y207 5,012 193,750 SH   SOLE   0 0 0
Colliers Intl Group Inc SUB VTG SHS 194693107 3,303 30,104 SH   SOLE   0 0 0
Comfort Systems USA Inc COM 199908104 873 10,500 SH   SOLE   0 0 0
Commercial Vehicle Group Inc COM 202608105 393 67,322 SH   SOLE   0 0 0
Concrete Pumping Holdings Inc COM 206704108 1,158 191,100 SH   SOLE   0 0 0
CoreCivic Inc COM 21871N101 9,390 845,210 SH   SOLE   0 0 0
Consol Energy Inc New COM 20854L108 1,141 23,111 SH   SOLE   0 0 0
Container Store Group Inc COM 210751103 3,411 547,554 SH   SOLE   0 0 0
Cornerstone Bldg Brands Inc COM 21925D109 1,007 120,837 SH   SOLE   0 0 0
Dana Incorporated COM 235825205 17,426 1,238,493 SH   SOLE   0 0 0
Delta Apparel Inc COM 247368103 1,164 41,030 SH   SOLE   0 0 0
Destination XL Group Inc COM 25065K104 102 30,000 SH   SOLE   0 0 0
Elevate Credit Inc COM 28621V101 4,300 1,822,242 SH   SOLE   0 0 0
Ezcorp Inc CL A NON VTG 302301106 225 30,000 SH   SOLE   0 0 0
FirstService Corp COM 33767E202 1,225 10,104 SH   SOLE   0 0 0
Fluent Co COM 34380C102 5,117 4,299,593 SH   SOLE   0 0 0
FS KKR Capital Corp COM 302635206 728 37,500 SH   SOLE   0 0 0
Garrett Motion Inc COM 366505105 271 35,000 SH   SOLE   0 0 0
Graftech INTL LTD COM 384313508 3,782 535,000 SH   SOLE   0 0 0
Gray Television Inc COM 389375106 4,515 267,300 SH   SOLE   0 0 0
Geo Group Inc COM 36162J106 528 80,000 SH   SOLE   0 0 0
GSI Technology COM 36241U106 200 58,000 SH   SOLE   0 0 0
Hallador Energy Company COM 40609P105 866 160,000 SH   SOLE   0 0 0
Hanger Inc COM NEW 41043F208 143 10,000 SH   SOLE   0 0 0
Horizon Global Corp COM 44052W104 100 61,410 SH   SOLE   0 0 0
Hudson Technologies Inc COM 444144109 2,300 306,200 SH   SOLE   0 0 0
IES Holdings Inc COM 44951W106 1,262 41,845 SH   SOLE   0 0 0
Information Services Group Inc COM 45675Y104 3,296 487,641 SH   SOLE   0 0 0
Insight Enterprises COM 45765U103 1,726 20,000 SH   SOLE   0 0 0
Inspired Entertainment COM 45782N108 560 65,000 SH   SOLE   0 0 0
Joann Inc COM 47768J101 3,666 473,043 SH   SOLE   0 0 0
Kratos Defense & Sec Solutions COM NEW 50077B207 46 3,281 SH   SOLE   0 0 0
Lee Enterprises Inc COM 523768406 760 40,000 SH   SOLE   0 0 0
Lensar Inc COM 52634L108 99 15,175 SH   SOLE   0 0 0
Lifetime Brands COM 53222Q103 5,689 515,282 SH   SOLE   0 0 0
Loyalty Ventures Inc COMMON STOCK 54911Q107 89 25,000 SH   SOLE   0 0 0
Manitex International Inc COM 563420108 432 66,518 SH   SOLE   0 0 0
Mistras Group Inc COM 60649T107 653 110,000 SH   SOLE   0 0 0
Nautilus Inc COM 63910B102 175 100,000 SH   SOLE   0 0 0
Olympic Steel Inc COM 68162K106 4,828 187,499 SH   SOLE   0 0 0
Oppenheimer Holdings Inc CL A NON VTG 683797104 14,999 453,954 SH   SOLE   0 0 0
Orion Group Hldgs Inc COM 68628V308 296 130,000 SH   SOLE   0 0 0
Park-Ohio Holdings Corp COM 700666100 1,536 96,820 SH   SOLE   0 0 0
Points International Ltd COM NEW 730843208 500 20,000 SH   SOLE   0 0 0
RadNet Inc COM 750491102 36,179 2,093,711 SH   SOLE   0 0 0
Ramaco Resources Inc COM 75134P303 1,973 150,000 SH   SOLE   0 0 0
RCI Hospitality Holdings Inc COM 74934Q108 2,902 60,000 SH   SOLE   0 0 0
RumbleOn Inc COM CL B 781386305 2,176 45,000 SH   SOLE   0 0 0
Rush Enterprises Inc Cl A CL A 781846209 656 13,612 SH   SOLE   0 0 0
Rush Enterprises Inc Cl B CL B 781846308 675 13,612 SH   SOLE   0 0 0
Ryerson Holding Corporation COM 783754104 39,429 1,851,993 SH   SOLE   0 0 0
Saratoga Investment Corp COM NEW 80349A208 811 33,847 SH   SOLE   0 0 0
Sciplay Corp CL A 809087109 349 25,000 SH   SOLE   0 0 0
Silversun Technologies Inc COM New 82846H207 27 10,000 SH   SOLE   0 0 0
Sinclair Broadcast Group Inc CL A 829226109 3,978 195,000 SH   SOLE   0 0 0
Sportsmans Warehouse Holdings Inc COM 84920Y106 13,002 1,355,794 SH   SOLE   0 0 0
Tidewater COM 88642R109 527 25,000 SH   SOLE   0 0 0
Torrid Holdings Inc COM 89142B107 540 125,000 SH   SOLE   0 0 0
Townsquare Media Inc CL A 892231101 3,373 411,807 SH   SOLE   0 0 0
Tremor INTL LTD ADS 89484T104 3,038 350,000 SH   SOLE   0 0 0
Trimas Corp COM NEW 896215209 617 22,277 SH   SOLE   0 0 0
Trinseo SA SHS G9059U107 4,844 127,001 SH   SOLE   0 0 0
Tutor Perini Corp COM 901109108 3,424 390,000 SH   SOLE   0 0 0
Universal Stainless & Alloy COM 913837100 1,813 245,000 SH   SOLE   0 0 0
USA Truck Inc COM 902925106 2,514 80,000 SH   SOLE   0 0 0
Veritiv Corp COM 923454102 1,940 17,872 SH   SOLE   0 0 0
Victory Cap Holdings Inc COM CL A 92645B103 6,671 276,812 SH   SOLE   0 0 0
Village Farms International Inc COM 92707Y108 470 180,000 SH   SOLE   0 0 0
World Acceptance Corp COM 981419104 120 1,069 SH   SOLE   0 0 0
Xcel Brands Inc COM NEW 98400M101 18 15,000 SH   SOLE   0 0 0
Xpel Inc COM 98379L100 1,148 25,000 SH   SOLE   0 0 0