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 83 87,040 SH   SOLE   0 0 0
Algoma Steel Group COM 015658107 7,210 1,119,501 SH   SOLE   0 0 0
American Axle & MFG Holdings Inc COM 024061103 1,042 152,500 SH   SOLE   0 0 0
AMREP Corp COM 032159105 1,595 141,360 SH   SOLE   0 0 0
Arc Document Solutions Inc COM 00191G103 2,158 974,700 SH   SOLE   0 0 0
Arch Resources Inc CL A 03940R107 40,038 337,592 SH   SOLE   0 0 0
Atkore International Group Inc COM 047649108 1,945 25,000 SH   SOLE   0 0 0
Bluegreen Vacations HLDG CORP CLASS A 096308101 9,212 561,693 SH   SOLE   0 0 0
Bluelinx Holdings Inc COM NEW 09624H208 24,446 393,649 SH   SOLE   0 0 0
Brightview Holdings Inc COM 10948C107 159 20,000 SH   SOLE   0 0 0
Builders FirstSource Inc COM 12008R107 17,220 292,265 SH   SOLE   0 0 0
Carriage Services Inc COM 143905107 2,273 71,007 SH   SOLE   0 0 0
Civeo Corporation COM NEW 17878Y207 4,869 193,750 SH   SOLE   0 0 0
Colliers Intl Group Inc SUB VTG SHS 194693107 2,759 30,104 SH   SOLE   0 0 0
Comfort Systems USA Inc COM 199908104 1,022 10,500 SH   SOLE   0 0 0
Commercial Vehicle Group Inc COM 202608105 303 67,322 SH   SOLE   0 0 0
Concrete Pumping Holdings Inc COM 206704108 1,233 191,100 SH   SOLE   0 0 0
CoreCivic Inc COM 21871N101 7,472 845,210 SH   SOLE   0 0 0
Consol Energy Inc New COM 20854L108 1,461 23,111 SH   SOLE   0 0 0
Container Store Group Inc COM 210751103 2,683 547,554 SH   SOLE   0 0 0
Dana Incorporated COM 235825205 14,069 1,238,493 SH   SOLE   0 0 0
Delta Apparel Inc COM 247368103 574 41,030 SH   SOLE   0 0 0
Destination XL Group Inc COM 25065K104 163 30,000 SH   SOLE   0 0 0
Elevate Credit Inc COM 28621V101 2,004 1,822,242 SH   SOLE   0 0 0
Ezcorp Inc CL A NON VTG 302301106 231 30,000 SH   SOLE   0 0 0
FirstService Corp COM 33767E202 1,202 10,104 SH   SOLE   0 0 0
Fluent Co COM 34380C102 5,939 4,399,593 SH   SOLE   0 0 0
FS KKR Capital Corp COM 302635206 636 37,500 SH   SOLE   0 0 0
Garrett Motion Inc COM 366505105 198 35,000 SH   SOLE   0 0 0
Graftech INTL LTD COM 384313508 2,306 535,000 SH   SOLE   0 0 0
Gray Television Inc COM 389375106 3,828 267,300 SH   SOLE   0 0 0
Geo Group Inc COM 36162J106 616 80,000 SH   SOLE   0 0 0
GSI Technology COM 36241U106 165 58,000 SH   SOLE   0 0 0
Hallador Energy Company COM 40609P105 899 160,000 SH   SOLE   0 0 0
Horizon Global Corp COM 44052W104 76 61,410 SH   SOLE   0 0 0
Hudson Technologies Inc COM 444144109 2,251 306,200 SH   SOLE   0 0 0
IES Holdings Inc COM 44951W106 1,156 41,845 SH   SOLE   0 0 0
Information Services Group Inc COM 45675Y104 2,321 487,641 SH   SOLE   0 0 0
Insight Enterprises COM 45765U103 1,648 20,000 SH   SOLE   0 0 0
Inspired Entertainment COM 45782N108 574 65,000 SH   SOLE   0 0 0
Joann Inc COM 47768J101 3,132 473,043 SH   SOLE   0 0 0
Kratos Defense & Sec Solutions COM NEW 50077B207 33 3,281 SH   SOLE   0 0 0
Lee Enterprises Inc COM 523768406 704 40,000 SH   SOLE   0 0 0
Lensar Inc COM 52634L108 84 15,175 SH   SOLE   0 0 0
Lifetime Brands COM 53222Q103 3,473 515,282 SH   SOLE   0 0 0
Loyalty Ventures Inc COMMON STOCK 54911Q107 30 25,000 SH   SOLE   0 0 0
Manitex International Inc COM 563420108 381 66,518 SH   SOLE   0 0 0
Mistras Group Inc COM 60649T107 491 110,000 SH   SOLE   0 0 0
Nautilus Inc COM 63910B102 163 100,000 SH   SOLE   0 0 0
Olympic Steel Inc COM 68162K106 4,505 197,499 SH   SOLE   0 0 0
Oppenheimer Holdings Inc CL A NON VTG 683797104 14,621 473,954 SH   SOLE   0 0 0
Orion Group Hldgs Inc COM 68628V308 343 130,000 SH   SOLE   0 0 0
Park-Ohio Holdings Corp COM 700666100 1,095 96,820 SH   SOLE   0 0 0
RadNet Inc COM 750491102 42,607 2,093,711 SH   SOLE   0 0 0
Ramaco Resources Inc COM 75134P303 2,162 235,000 SH   SOLE   0 0 0
RCI Hospitality Holdings Inc COM 74934Q108 3,920 60,000 SH   SOLE   0 0 0
RumbleOn Inc COM CL B 781386305 761 45,000 SH   SOLE   0 0 0
Rush Enterprises Inc Cl A CL A 781846209 594 13,612 SH   SOLE   0 0 0
Rush Enterprises Inc Cl B CL B 781846308 649 13,612 SH   SOLE   0 0 0
Ryerson Holding Corporation COM 783754104 47,670 1,851,993 SH   SOLE   0 0 0
Saratoga Investment Corp COM NEW 80349A208 703 33,847 SH   SOLE   0 0 0
Sciplay Corp CL A 809087109 294 25,000 SH   SOLE   0 0 0
Silversun Technologies Inc COM New 82846H207 28 10,000 SH   SOLE   0 0 0
Sinclair Broadcast Group Inc CL A 829226109 3,528 195,000 SH   SOLE   0 0 0
Sportsmans Warehouse Holdings Inc COM 84920Y106 11,751 1,415,794 SH   SOLE   0 0 0
Tidewater COM 88642R109 543 25,000 SH   SOLE   0 0 0
Torrid Holdings Inc COM 89142B107 521 125,000 SH   SOLE   0 0 0
Townsquare Media Inc CL A 892231101 3,396 467,807 SH   SOLE   0 0 0
Tremor INTL LTD ADS 89484T104 2,426 350,000 SH   SOLE   0 0 0
Trimas Corp COM NEW 896215209 558 22,277 SH   SOLE   0 0 0
Trinseo SA SHS G9059U107 2,290 127,001 SH   SOLE   0 0 0
Tutor Perini Corp COM 901109108 3,972 719,554 SH   SOLE   0 0 0
Universal Stainless & Alloy COM 913837100 1,744 245,000 SH   SOLE   0 0 0
Veritiv Corp COM 923454102 1,747 17,872 SH   SOLE   0 0 0
Victory Cap Holdings Inc COM CL A 92645B103 6,452 276,812 SH   SOLE   0 0 0
Village Farms International Inc COM 92707Y108 344 180,000 SH   SOLE   0 0 0
World Acceptance Corp COM 981419104 104 1,069 SH   SOLE   0 0 0
Xcel Brands Inc COM NEW 98400M101 14 15,000 SH   SOLE   0 0 0
Xpel Inc COM 98379L100 1,611 25,000 SH   SOLE   0 0 0