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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3-D SYS CORP DEL COM NEW 88554D205 BBG001S7FHX1 15,207,542 1,418,614 SH   SOLE   1,418,614 0 0
ABM INDS INC COM 000957100 BBG001S5N9B8 3,617,670 80,500 SH   SOLE   80,500 0 0
ACI WORLDWIDE INC COM 004498101 BBG001S9KLL5 2,908,444 107,800 SH   SOLE   107,800 0 0
ACTIVISION BLIZZARD INC COM 00507V109 BBG001S6C009 13,694,400 160,000 SH   SOLE   160,000 0 0
ADTALEM GLOBAL ED INC COM 00737L103 BBG001S8M5S3 2,931,258 75,900 SH   SOLE   75,900 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 BBG001V0T5F3 4,953,780 109,500 SH   SOLE   109,500 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 15,592,694 150,320 SH   SOLE   150,320 0 0
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 2,757,516 61,800 SH   SOLE   61,800 0 0
AMC NETWORKS INC CL A 00164V103 BBG001SLR8S3 2,030,490 115,500 SH   SOLE   115,500 0 0
APA CORPORATION COM 03743Q108 BBG00YTS96H1 2,920,860 81,000 SH   SOLE   81,000 0 0
ARCBEST CORP COM 03937C105 BBG001S686R2 2,310,500 25,000 SH   SOLE   25,000 0 0
ARROW ELECTRS INC COM 042735100 BBG001S5NVP4 3,746,100 30,000 SH   SOLE   30,000 0 0
ATKORE INC COM 047649108 BBG001T8LDZ8 5,001,088 35,600 SH   SOLE   35,600 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107 BBG014KG1GY8 9,610,320 552,000 SH   SOLE   552,000 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101 BBG008B5CF38 3,138,000 200,000 SH   SOLE   200,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 4,142,520 59,768 SH   SOLE   59,768 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 BBG001S9CFC7 4,678,706 52,700 SH   SOLE   52,700 0 0
CAVCO INDS INC DEL COM 149568107 BBG001SJQBM8 3,495,140 11,000 SH   SOLE   11,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG001S5STN6 3,558,312 58,400 SH   SOLE   58,400 0 0
CORTEVA INC COM 22052L104 BBG00BN969D0 3,618,600 60,000 SH   SOLE   60,000 0 0
CROCS INC COM 227046109 BBG001SDGFR8 5,386,344 42,600 SH   SOLE   42,600 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 2,613,854 35,175 SH   SOLE   35,175 0 0
D R HORTON INC COM 23331A109 BBG001S8M692 4,102,980 42,000 SH   SOLE   42,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 3,015,750 75,000 SH   SOLE   75,000 0 0
DIGITAL TURBINE INC COM NEW 25400W102 BBG001SPBG12 3,337,200 270,000 SH   SOLE   270,000 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 BBG00VCZXBX3 17,610,000 1,500,000 SH   SOLE   1,500,000 0 0
DXC TECHNOLOGY CO COM 23355L106 BBG00FN64XV6 3,036,528 118,800 SH   SOLE   118,800 0 0
EMBECTA CORP COMMON STOCK 29082K105 BBG014L7D4H0 2,533,612 90,100 SH   SOLE   90,100 0 0
FISERV INC COM 337738108 BBG001S5R6Q4 28,257,500 250,000 SH   SOLE   250,000 0 0
FMC CORP COM NEW 302491303 BBG001S5R880 3,663,900 30,000 SH   SOLE   30,000 0 0
FOX CORP CL A COM 35137L105 BBG00JHNJX06 3,030,450 89,000 SH   SOLE   89,000 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 22,640,280 276,000 SH   SOLE   276,000 0 0
GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 2,282,100 10,000 SH   SOLE   10,000 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 4,768,701 57,475 SH   SOLE   57,475 0 0
GRAFTECH INTL LTD COM 384313508 BBG00KDYT9G8 2,631,690 541,500 SH   SOLE   541,500 0 0
GRAND CANYON ED INC COM 38526M106 BBG001T01JZ4 4,168,740 36,600 SH   SOLE   36,600 0 0
HALEON PLC SPON ADS 405552100 BBG018GZNDB0 25,234,000 3,100,000 SH   SOLE   3,100,000 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 BBG001SCQ2H9 2,702,040 89,000 SH   SOLE   89,000 0 0
HP INC COM 40434L105 BBG001S6W7N7 3,419,275 116,500 SH   SOLE   116,500 0 0
INSTEEL INDS INC COM 45774W108 BBG001SK9GV3 2,559,440 92,000 SH   SOLE   92,000 0 0
INTERDIGITAL INC COM 45867G101 BBG001S8DV79 3,171,150 43,500 SH   SOLE   43,500 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 400,480 3,055 SH   SOLE   3,055 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 558,775 3,605 SH   SOLE   3,605 0 0
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 BBG001S5V5G2 5,505,000 300,000 SH   SOLE   300,000 0 0
KORN FERRY COM NEW 500643200 BBG001SC0054 2,069,600 40,000 SH   SOLE   40,000 0 0
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 23,202,000 600,000 SH   SOLE   600,000 0 0
LCI INDS COM 50189K103 BBG001S8G4D9 2,801,685 25,500 SH   SOLE   25,500 0 0
MADDEN STEVEN LTD COM 556269108 BBG001S7JHQ5 3,456,000 96,000 SH   SOLE   96,000 0 0
MANPOWERGROUP INC WIS COM 56418H100 BBG001S5SYW5 2,995,839 36,300 SH   SOLE   36,300 0 0
MARCUS & MILLICHAP INC COM 566324109 BBG005GBRSS5 2,424,305 75,500 SH   SOLE   75,500 0 0
MARINEMAX INC COM 567908108 BBG001SBS2N2 2,282,750 79,400 SH   SOLE   79,400 0 0
MEDIFAST INC COM 58470H101 BBG001SD45H4 1,855,693 17,900 SH   SOLE   17,900 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 22,170,500 275,000 SH   SOLE   275,000 0 0
MUELLER INDS INC COM 624756102 BBG001S6PVC4 3,710,740 50,500 SH   SOLE   50,500 0 0
NEWMARK GROUP INC CL A 65158N102 BBG00J24S7X5 2,301,000 325,000 SH   SOLE   325,000 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 BBG001SKJJT9 3,712,190 21,500 SH   SOLE   21,500 0 0
OVINTIV INC COM 69047Q102 BBG00R2NHQ74 3,247,200 90,000 SH   SOLE   90,000 0 0
OWENS CORNING NEW COM 690742101 BBG001SQ7PD2 3,496,700 36,500 SH   SOLE   36,500 0 0
PATRICK INDS INC COM 703343103 BBG001S5V0V6 3,543,715 51,500 SH   SOLE   51,500 0 0
PERDOCEO ED CORP COM 71363P106 BBG001S6M491 4,599,775 342,500 SH   SOLE   342,500 0 0
PFIZER INC COM 717081103 BBG001S5V466 7,526,580 184,475 SH   SOLE   184,475 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 20,937,925 215,300 SH   SOLE   215,300 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 795,492 5,350 SH   SOLE   5,350 0 0
PULTE GROUP INC COM 745867101 BBG001S5V5K7 4,341,860 74,500 SH   SOLE   74,500 0 0
QORVO INC COM 74736K101 BBG007TJF1P5 3,382,281 33,300 SH   SOLE   33,300 0 0
QUIDELORTHO CORP COM 219798105 BBG017TGV7N1 2,984,515 33,500 SH   SOLE   33,500 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 BBG00HY28L05 2,412,960 132,000 SH   SOLE   132,000 0 0
ROBERT HALF INTL INC COM 770323103 BBG001S5VP41 2,666,867 33,100 SH   SOLE   33,100 0 0
SHATTUCK LABS INC COM 82024L103 BBG00V776CR6 4,338,405 1,475,648 SH   SOLE   1,475,648 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 BBG001SDCF10 7,675,250 275,000 SH   SOLE   275,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 431,497 1,054 SH   SOLE   1,054 0 0
STAGWELL INC COM CL A 85256A109 BBG00ZV0HW08 1,855,000 250,000 SH   SOLE   250,000 0 0
STEEL DYNAMICS INC COM 858119100 BBG001S98JK5 4,533,706 40,100 SH   SOLE   40,100 0 0
SYLVAMO CORP COMMON STOCK 871332102 BBG0122M8040 3,238,200 70,000 SH   SOLE   70,000 0 0
TEGNA INC COM 87901J105 BBG001S5RHD4 3,415,820 202,000 SH   SOLE   202,000 0 0
THE AARONS COMPANY INC COM 00258W108 BBG00WCNDDH4 674,268 69,800 SH   SOLE   69,800 0 0
THOR INDS INC COM 885160101 BBG001S5WPH6 2,906,860 36,500 SH   SOLE   36,500 0 0
THRYV HLDGS INC COM NEW 886029206 BBG00FWL3JY2 2,225,290 96,500 SH   SOLE   96,500 0 0
UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 27,263,250 525,000 SH   SOLE   525,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 2,013,646 51,778 SH   SOLE   51,778 0 0
VIATRIS INC COM 92556V106 BBG00Y52JV51 2,558,920 266,000 SH   SOLE   266,000 0 0
VISTA OUTDOOR INC COM 928377100 BBG006F8QZL3 2,743,290 99,000 SH   SOLE   99,000 0 0
VONTIER CORPORATION COM 928881101 BBG00RRGSKH2 4,524,770 165,500 SH   SOLE   165,500 0 0
WANDISCO PLC COM G9381R103   22,038,192 1,407,256 SH   SOLE   1,407,256 0 0
WESTERN DIGITAL CORP. COM 958102105 BBG001S5XD28 2,742,376 72,800 SH   SOLE   72,800 0 0
WESTERN UN CO COM 959802109 BBG001SR0YK0 2,192,090 196,600 SH   SOLE   196,600 0 0
WESTLAKE CORPORATION COM 960413102 BBG001SHVYF4 3,317,028 28,600 SH   SOLE   28,600 0 0
WEX INC COM 96208T104 BBG001SCJLG6 3,549,077 19,300 SH   SOLE   19,300 0 0