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 14,086,837 1,418,614 SH   SOLE   1,418,614 0 0
ABM INDS INC COM 000957100 BBG001S5N9B8 3,433,325 80,500 SH   SOLE   80,500 0 0
ACI WORLDWIDE INC COM 004498101 BBG001S9KLL5 2,497,726 107,800 SH   SOLE   107,800 0 0
ACTIVISION BLIZZARD INC COM 00507V109 BBG001S6C009 1,686,000 20,000 SH   SOLE   20,000 0 0
ADTALEM GLOBAL ED INC COM 00737L103 BBG001S8M5S3 2,606,406 75,900 SH   SOLE   75,900 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 BBG001V0T5F3 6,182,370 109,500 SH   SOLE   109,500 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 9,147,474 76,420 SH   SOLE   76,420 0 0
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 2,799,540 61,800 SH   SOLE   61,800 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 318,078 2,440 SH   SOLE   2,440 0 0
AMC NETWORKS INC CL A 00164V103 BBG001SLR8S3 1,619,225 135,500 SH   SOLE   135,500 0 0
APA CORPORATION COM 03743Q108 BBG00YTS96H1 2,767,770 81,000 SH   SOLE   81,000 0 0
APPLE INC COM 037833100 BBG001S5N8V8 603,441 3,111 SH   SOLE   3,111 0 0
ARCBEST CORP COM 03937C105 BBG001S686R2 2,470,000 25,000 SH   SOLE   25,000 0 0
ARROW ELECTRS INC COM 042735100 BBG001S5NVP4 4,296,900 30,000 SH   SOLE   30,000 0 0
ATKORE INC COM 047649108 BBG001T8LDZ8 4,927,704 31,600 SH   SOLE   31,600 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107 BBG014KG1GY8 11,078,640 552,000 SH   SOLE   552,000 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101 BBG008B5CF38 3,190,000 200,000 SH   SOLE   200,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 3,837,952 59,968 SH   SOLE   59,968 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 BBG001S9CFC7 6,487,200 47,700 SH   SOLE   47,700 0 0
CAVCO INDS INC DEL COM 149568107 BBG001SJQBM8 3,245,000 11,000 SH   SOLE   11,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG001S5STN6 3,812,352 58,400 SH   SOLE   58,400 0 0
CONCENTRIX CORP COM 20602D101 BBG00RCNQMY2 2,261,000 28,000 SH   SOLE   28,000 0 0
CORTEVA INC COM 22052L104 BBG00BN969D0 3,438,000 60,000 SH   SOLE   60,000 0 0
CROCS INC COM 227046109 BBG001SDGFR8 2,732,292 24,300 SH   SOLE   24,300 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 2,777,298 40,175 SH   SOLE   40,175 0 0
D R HORTON INC COM 23331A109 BBG001S8M692 5,110,980 42,000 SH   SOLE   42,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 4,058,250 75,000 SH   SOLE   75,000 0 0
DIGITAL TURBINE INC COM NEW 25400W102 BBG001SPBG12 2,505,600 270,000 SH   SOLE   270,000 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 BBG00VCZXBX3 22,966,450 1,985,000 SH   SOLE   1,985,000 0 0
EA SERIES TRUST EUCLIDEAN FUNDAM 02072L466 BBG01GMPK4G5 92,867,088 3,359,868 SH   SOLE   3,359,868 0 0
EMBECTA CORP COMMON STOCK 29082K105 BBG014L7D4H0 1,946,160 90,100 SH   SOLE   90,100 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 238,524 2,224 SH   SOLE   2,224 0 0
FISERV INC COM 337738108 BBG001S5R6Q4 27,794,630 220,330 SH   SOLE   220,330 0 0
FMC CORP COM NEW 302491303 BBG001S5R880 3,130,200 30,000 SH   SOLE   30,000 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 22,747,200 280,000 SH   SOLE   280,000 0 0
GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 2,154,727 10,015 SH   SOLE   10,015 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 4,429,598 57,475 SH   SOLE   57,475 0 0
GRAFTECH INTL LTD COM 384313508 BBG00KDYT9G8 2,729,160 541,500 SH   SOLE   541,500 0 0
HALEON PLC SPON ADS 405552100 BBG018GZNDB0 25,978,000 3,100,000 SH   SOLE   3,100,000 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 BBG001SCQ2H9 3,128,754 118,200 SH   SOLE   118,200 0 0
HP INC COM 40434L105 BBG001S6W7N7 3,577,715 116,500 SH   SOLE   116,500 0 0
INSTEEL INDS INC COM 45774W108 BBG001SK9GV3 2,863,040 92,000 SH   SOLE   92,000 0 0
INTERDIGITAL INC COM 45867G101 BBG001S8DV79 4,199,925 43,500 SH   SOLE   43,500 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 408,790 3,055 SH   SOLE   3,055 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 679,460 4,105 SH   SOLE   4,105 0 0
KONTOOR BRANDS INC COM 50050N103 BBG00LPTHYM5 3,031,200 72,000 SH   SOLE   72,000 0 0
KORN FERRY COM NEW 500643200 BBG001SC0054 2,789,102 56,300 SH   SOLE   56,300 0 0
KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 21,300,000 600,000 SH   SOLE   600,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 21,960,500 112,175 SH   SOLE   112,175 0 0
LCI INDS COM 50189K103 BBG001S8G4D9 3,222,180 25,500 SH   SOLE   25,500 0 0
MADDEN STEVEN LTD COM 556269108 BBG001S7JHQ5 3,138,240 96,000 SH   SOLE   96,000 0 0
MANPOWERGROUP INC WIS COM 56418H100 BBG001S5SYW5 3,215,700 40,500 SH   SOLE   40,500 0 0
MARCUS & MILLICHAP INC COM 566324109 BBG005GBRSS5 2,379,005 75,500 SH   SOLE   75,500 0 0
MARINEMAX INC COM 567908108 BBG001SBS2N2 2,712,304 79,400 SH   SOLE   79,400 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 24,227,500 275,000 SH   SOLE   275,000 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 290,481 853 SH   SOLE   853 0 0
MUELLER INDS INC COM 624756102 BBG001S6PVC4 4,407,640 50,500 SH   SOLE   50,500 0 0
NEWMARK GROUP INC CL A 65158N102 BBG00J24S7X5 2,021,500 325,000 SH   SOLE   325,000 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 BBG001SKJJT9 3,580,825 21,500 SH   SOLE   21,500 0 0
OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 2,763,600 47,000 SH   SOLE   47,000 0 0
OVINTIV INC COM 69047Q102 BBG00R2NHQ74 3,426,300 90,000 SH   SOLE   90,000 0 0
OWENS CORNING NEW COM 690742101 BBG001SQ7PD2 4,763,250 36,500 SH   SOLE   36,500 0 0
PATRICK INDS INC COM 703343103 BBG001S5V0V6 4,120,000 51,500 SH   SOLE   51,500 0 0
PERDOCEO ED CORP COM 71363P106 BBG001S6M491 4,202,475 342,500 SH   SOLE   342,500 0 0
PFIZER INC COM 717081103 BBG001S5V466 7,113,169 193,925 SH   SOLE   193,925 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 22,969,986 235,300 SH   SOLE   235,300 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 872,505 5,750 SH   SOLE   5,750 0 0
PULTE GROUP INC COM 745867101 BBG001S5V5K7 4,000,520 51,500 SH   SOLE   51,500 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 3,118,848 26,200 SH   SOLE   26,200 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 BBG00HY28L05 2,659,596 150,600 SH   SOLE   150,600 0 0
ROBERT HALF INTL INC COM 770323103 BBG001S5VP41 2,828,272 37,600 SH   SOLE   37,600 0 0
SHATTUCK LABS INC COM 82024L103 BBG00V776CR6 4,604,022 1,475,648 SH   SOLE   1,475,648 0 0
SM ENERGY CO COM 78454L100 BBG001S6W0J7 3,732,340 118,000 SH   SOLE   118,000 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 BBG001SDCF10 9,675,000 300,000 SH   SOLE   300,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 467,217 1,054 SH   SOLE   1,054 0 0
STAGWELL INC COM CL A 85256A109 BBG00ZV0HW08 3,244,500 450,000 SH   SOLE   450,000 0 0
SYLVAMO CORP COMMON STOCK 871332102 BBG0122M8040 2,831,500 70,000 SH   SOLE   70,000 0 0
TEGNA INC COM 87901J105 BBG001S5RHD4 3,280,480 202,000 SH   SOLE   202,000 0 0
THE AARONS COMPANY INC COM 00258W108 BBG00WCNDDH4 2,152,108 152,200 SH   SOLE   152,200 0 0
THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 3,367,200 12,000 SH   SOLE   12,000 0 0
THOR INDS INC COM 885160101 BBG001S5WPH6 3,777,750 36,500 SH   SOLE   36,500 0 0
THRYV HLDGS INC COM NEW 886029206 BBG00FWL3JY2 2,725,680 110,800 SH   SOLE   110,800 0 0
UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 27,368,250 525,000 SH   SOLE   525,000 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 268,502 1,350 SH   SOLE   1,350 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 1,962,814 52,778 SH   SOLE   52,778 0 0
VIATRIS INC COM 92556V106 BBG00Y52JV51 2,954,080 296,000 SH   SOLE   296,000 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 BBG01103B480 2,701,650 155,000 SH   SOLE   155,000 0 0
VONTIER CORPORATION COM 928881101 BBG00RRGSKH2 5,330,755 165,500 SH   SOLE   165,500 0 0
WESTERN DIGITAL CORP. COM 958102105 BBG001S5XD28 2,761,304 72,800 SH   SOLE   72,800 0 0
WESTERN UN CO COM 959802109 BBG001SR0YK0 2,599,368 221,600 SH   SOLE   221,600 0 0
WESTLAKE CORPORATION COM 960413102 BBG001SHVYF4 3,416,842 28,600 SH   SOLE   28,600 0 0
WEX INC COM 96208T104 BBG001SCJLG6 3,513,951 19,300 SH   SOLE   19,300 0 0
ZIFF DAVIS INC COM 48123V102 BBG001SD21P6 3,573,060 51,000 SH   SOLE   51,000 0 0