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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALBANY INTERNATIONAL CORP COM 012348108   649,708 6,590 SH   SOLE 0 6,590 0 0
ARAMARK COM 03852U106   34,873,184 843,570 SH   SOLE 0 260,100 0 583,470
ATI INC COM 01741R102   26,012,121 871,136 SH   SOLE 0 276,099 0 595,037
CONAGRA BRANDS, INC. COM 205887102   35,833,801 925,938 SH   SOLE 0 266,438 0 659,500
CALERES INC COM 129500104   811,928 36,442 SH   SOLE 0 36,442 0 0
CNX RESOURCES COM 12653C108   21,892 1,300 SH   SOLE 0 1,300 0 0
DUPONT DE NEMOURS INC COM 26614N102   29,267,401 426,452 SH   SOLE 0 119,881 0 306,571
DT MIDSTREAM, INC. COM 23345M107   861,503 15,590 SH   SOLE 0 15,590 0 0
DEVON ENERGY COM 25179M103   17,852,539 290,238 SH   SOLE 0 79,986 0 210,252
ENHABIT INC COM 29332G102   1,412,265 107,315 SH   SOLE 0 107,315 0 0
ENCOMPASS HEALTH CORP COM 29261A100   1,445,727 24,172 SH   SOLE 0 24,172 0 0
ENOVIS CORP COM 194014502   48,703 910 SH   SOLE 0 910 0 0
ENERGIZER HOLDINGS COM 29272W109   31,918,464 951,370 SH   SOLE 0 293,320 0 658,050
ESAB CORPORATION COM 29605J106   23,152,205 493,440 SH   SOLE 0 153,149 0 340,291
FIRSTENERGY COM 337932107   29,489,104 703,126 SH   SOLE 0 193,211 0 509,915
GENUINE PARTS CO COM 372460105   20,466,546 117,956 SH   SOLE 0 34,710 0 83,246
GRAPHIC PACKAGING CO COM 388689101   24,175,804 1,086,553 SH   SOLE 0 339,673 0 746,880
HAIN CELESTIAL GROUP INC COM 405217100   20,233,236 1,250,509 SH   SOLE 0 390,049 0 860,460
HOWARD HUGHES CORP COM 44267D107   14,542,726 190,300 SH   SOLE 0 60,457 0 129,843
HARSCO CORP COM 415864107   1,147,673 182,460 SH   SOLE 0 182,460 0 0
HOWMET AEROSPACE INC COM 443201108   26,707,014 677,671 SH   SOLE 0 191,566 0 486,105
INTL FLAVORS & FRAGRANCES COM 459506101   8,343,167 79,580 SH   SOLE 0 21,880 0 57,700
JOHNSON CONTROLS INTL COM G51502105   24,428,480 381,695 SH   SOLE 0 113,777 0 267,918
KAMAN CORP COM 483548103   613,027 27,490 SH   SOLE 0 27,490 0 0
LKQ CORP COM 501889208   26,145,797 489,530 SH   SOLE 0 134,930 0 354,600
PEDIATRIX MEDICAL GROUP INC COM 58502B106   1,336,063 89,910 SH   SOLE 0 89,910 0 0
MDU RESOURCES GROUP COM 552690109   15,982,050 526,765 SH   SOLE 0 160,020 0 366,745
NATIONAL FUEL GAS COM 636180101   904,494 14,289 SH   SOLE 0 14,289 0 0
nVENT ELECTRIC COM G6700G107   23,649,509 614,752 SH   SOLE 0 192,647 0 422,105
NEWELL BRANDS, INC COM 651229106   30,159,550 2,305,776 SH   SOLE 0 717,279 0 1,588,497
REALTY INCOME CORP COM 756109104   22,376,265 352,771 SH   SOLE 0 97,220 0 255,551
ONEOK INC COM 682680103   23,069,832 351,139 SH   SOLE 0 96,781 0 254,358
ORION OFFICE REIT, INC. COM 68629Y103   937,555 109,784 SH   SOLE 0 109,784 0 0
PATTERSON COS INC. COM 703395103   28,893,436 1,030,804 SH   SOLE 0 320,266 0 710,538
PENTAIR PLC COM G7S00T104   18,082,410 402,010 SH   SOLE 0 124,180 0 277,830
PPL CORP COM 69351T106   30,156,209 1,032,040 SH   SOLE 0 283,580 0 748,460
PERRIGO COMPANY PLC COM G97822103   32,589,085 955,972 SH   SOLE 0 294,818 0 661,154
PRIMO WATER CORP COM 74167P108   1,692,399 108,906 SH   SOLE 0 108,906 0 0
RANGER OIL CORP COM 70788V102   914,931 22,630 SH   SOLE 0 22,630 0 0
SYLVAMO CORP COM 871332102   1,208,433 24,870 SH   SOLE 0 24,870 0 0
SPARTANNASH CO COM 847215100   1,328,141 43,920 SH   SOLE 0 43,920 0 0
STERICYCLE INC COM 858912108   18,773,757 376,303 SH   SOLE 0 116,820 0 259,483
SUMMIT MATERIALS, INC - CL A COM 86614U100   30,258,849 1,065,828 SH   SOLE 0 327,764 0 738,064
STANLEY BLACK AND DECKER INC. COM 854502101   22,146,878 294,820 SH   SOLE 0 80,990 0 213,830
SYSCO CORPORATION COM 871829107   16,699,738 218,440 SH   SOLE 0 57,650 0 160,790
MOLSON COORS BEVERAGE CO - B COM 60871R209   15,890,829 308,440 SH   SOLE 0 84,990 0 223,450
TRIUMPH GROUP COM 896818101   450,603 42,833 SH   SOLE 0 42,833 0 0
TREEHOUSE FOODS INC COM 89469A104   27,201,714 550,865 SH   SOLE 0 179,915 0 370,950
VERTIV HOLDINGS CO COM 92537N108   21,291,214 1,558,654 SH   SOLE 0 507,280 0 1,051,374