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
ACADIA HEALTHCARE COMP COM 00404A109 3,764 48,150 SH   SOLE 0 13,260 0 34,890
ALBANY INTERNATIONAL CORP COM 012348108 729 9,250 SH   SOLE 0 9,250 0 0
ARAMARK COM 03852U106 26,362 844,950 SH   SOLE 0 261,480 0 583,470
ATI INC COM 01741R102 23,227 872,876 SH   SOLE 0 277,839 0 595,037
CONAGRA BRANDS, INC. COM 205887102 33,522 1,027,348 SH   SOLE 0 283,168 0 744,180
CALERES INC COM 129500104 1,067 44,042 SH   SOLE 0 44,042 0 0
CNX RESOURCES COM 12653C108 20 1,300 SH   SOLE 0 1,300 0 0
DUPONT DE NEMOURS INC COM 26614N102 22,831 452,996 SH   SOLE 0 124,805 0 328,191
DT MIDSTREAM, INC. COM 23345M107 838 16,140 SH   SOLE 0 16,140 0 0
DEVON ENERGY COM 25179M103 17,452 290,238 SH   SOLE 0 79,986 0 210,252
ENHABIT INC COM 29332G102 1,001 71,295 SH   SOLE 0 71,295 0 0
ENCOMPASS HEALTH CORP COM 29261A100 1,136 25,112 SH   SOLE 0 25,112 0 0
ENOVIS CORP COM 194014502 42 910 SH   SOLE 0 910 0 0
ENERGIZER HOLDINGS COM 29272W109 24,061 957,090 SH   SOLE 0 299,040 0 658,050
ESAB CORPORATION COM 29605J106 16,419 492,184 SH   SOLE 0 151,893 0 340,291
FIRSTENERGY COM 337932107 22,397 605,316 SH   SOLE 0 166,791 0 438,525
GENUINE PARTS CO COM 372460105 22,311 149,416 SH   SOLE 0 41,120 0 108,296
GRAPHIC PACKAGING CO COM 388689101 24,582 1,245,313 SH   SOLE 0 390,583 0 854,730
HAIN CELESTIAL GROUP INC COM 405217100 21,163 1,253,759 SH   SOLE 0 393,299 0 860,460
HANESBRANDS INC COM 410345102 9,039 1,298,700 SH   SOLE 0 420,191 0 878,509
HOWARD HUGHES CORP COM 44267D107 10,566 190,760 SH   SOLE 0 60,917 0 129,843
HARSCO CORP COM 415864107 657 175,770 SH   SOLE 0 175,770 0 0
HOWMET AEROSPACE INC COM 443201108 22,317 721,521 SH   SOLE 0 198,866 0 522,655
JOHNSON CONTROLS INTL COM G51502105 22,589 458,945 SH   SOLE 0 126,297 0 332,648
KAMAN CORP COM 483548103 794 28,440 SH   SOLE 0 28,440 0 0
LKQ CORP COM 501889208 23,081 489,530 SH   SOLE 0 134,930 0 354,600
PEDIATRIX MEDICAL GROUP INC COM 58502B106 1,368 82,870 SH   SOLE 0 82,870 0 0
NATIONAL FUEL GAS COM 636180101 799 12,979 SH   SOLE 0 12,979 0 0
NIELSEN HOLDINGS COM G6518L108 6,770 244,239 SH   SOLE 0 76,399 0 167,840
nVENT ELECTRIC COM G6700G107 21,141 668,812 SH   SOLE 0 202,437 0 466,375
NEWELL BRANDS, INC COM 651229106 24,060 1,732,207 SH   SOLE 0 542,120 0 1,190,087
REALTY INCOME CORP COM 756109104 20,531 352,771 SH   SOLE 0 97,220 0 255,551
ONEOK INC COM 682680103 17,992 351,139 SH   SOLE 0 96,781 0 254,358
ORION OFFICE REIT, INC. COM 68629Y103 821 93,864 SH   SOLE 0 93,864 0 0
PATTERSON COS INC. COM 703395103 24,802 1,032,564 SH   SOLE 0 322,026 0 710,538
PPL CORP COM 69351T106 23,561 929,440 SH   SOLE 0 256,070 0 673,370
PERRIGO COMPANY PLC COM G97822103 34,268 960,965 SH   SOLE 0 299,811 0 661,154
PRIMO WATER CORP COM 74167P108 1,414 112,696 SH   SOLE 0 112,696 0 0
RANGER OIL CORP COM 70788V102 737 23,420 SH   SOLE 0 23,420 0 0
SYLVAMO CORP COM 871332102 1,157 34,140 SH   SOLE 0 34,140 0 0
SPARTANNASH CO COM 847215100 1,076 37,070 SH   SOLE 0 37,070 0 0
STERICYCLE INC COM 858912108 15,884 377,213 SH   SOLE 0 117,730 0 259,483
SUMMIT MATERIALS, INC - CL A COM 86614U100 28,518 1,190,220 SH   SOLE 0 372,330 0 817,890
STANLEY BLACK AND DECKER INC. COM 854502101 15,275 203,100 SH   SOLE 0 55,890 0 147,210
SYSCO CORPORATION COM 871829107 13,892 196,470 SH   SOLE 0 54,090 0 142,380
MOLSON COORS BEVERAGE CO - B COM 60871R209 14,802 308,440 SH   SOLE 0 84,990 0 223,450
TRIUMPH GROUP COM 896818101 381 44,313 SH   SOLE 0 44,313 0 0
TREEHOUSE FOODS INC COM 89469A104 30,657 722,695 SH   SOLE 0 228,765 0 493,930
VERTIV HOLDINGS CO COM 92537N108 20,177 2,075,834 SH   SOLE 0 651,260 0 1,424,574