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 17,253 343,274 SH   SOLE 0 117,054 0 226,220
ALLEGHENY TECHNOLOGIES COM 01741R102 25,501 1,520,646 SH   SOLE 0 486,729 0 1,033,917
BED BATH & BEYOND INC. COM 075896100 14,346 807,779 SH   SOLE 0 256,550 0 551,229
CONAGRA BRANDS, INC. COM 205887102 23,180 639,268 SH   SOLE 0 180,078 0 459,190
CALERES INC COM 129500104 1,571 100,362 SH   SOLE 0 100,362 0 0
CROWN HOLDINGS INC COM 228368106 14,965 149,353 SH   SOLE 0 47,138 0 102,215
COLFAX CORP COM 194014106 20,205 528,373 SH   SOLE 0 168,858 0 359,515
CNX Resources COM 12653C108 17 1,570 SH   SOLE 0 1,570 0 0
DOMINION ENERGY, INC COM 25746U109 25,755 342,486 SH   SOLE 0 96,561 0 245,925
DUPONT DE NEMOURS INC COM 26614N102 25,591 359,882 SH   SOLE 0 101,465 0 258,417
DOW INC COM 260557103 12,970 233,700 SH   SOLE 0 66,365 0 167,335
DEVON ENERGY COM 25179M103 14,212 898,931 SH   SOLE 0 286,109 0 612,822
ENCOMPASS HEALTH CORP COM 29261A100 1,382 16,712 SH   SOLE 0 16,712 0 0
FIRSTENERGY COM 337932107 17,453 570,176 SH   SOLE 0 160,601 0 409,575
SPX FLOW INC COM 78469X107 20 350 SH   SOLE 0 350 0 0
GENUINE PARTS CO COM 372460105 26,628 265,136 SH   SOLE 0 74,770 0 190,366
GRAPHIC PACKAGING CO COM 388689101 26,812 1,582,753 SH   SOLE 0 510,663 0 1,072,090
HAIN CELESTIAL GROUP INC COM 405217100 24,112 600,539 SH   SOLE 0 190,259 0 410,280
HANESBRANDS INC COM 410345102 15,225 1,044,270 SH   SOLE 0 348,061 0 696,209
HOWARD HUGHES CORP COM 44267D107 19,085 241,800 SH   SOLE 0 79,637 0 162,163
HARSCO CORP COM 415864107 10 580 SH   SOLE 0 580 0 0
HOWMET AEROSPACE INC COM 443201108 30,573 1,071,238 SH   SOLE 0 342,883 0 728,355
INTERNATIONAL PAPER COM 460146103 13,702 275,587 SH   SOLE 0 77,684 0 197,903
JOHNSON CONTROLS INTL COM G51502105 16,738 359,265 SH   SOLE 0 101,957 0 257,308
JELD-WEN HOLDING INC COM 47580P103 457 18,009 SH   SOLE 0 18,009 0 0
KROGER CO COM 501044101 20,253 637,674 SH   SOLE 0 179,634 0 458,040
LKQ CORP COM 501889208 12,278 348,411 SH   SOLE 0 113,931 0 234,480
MACERICH COMPANY COM 554382101 7,968 746,723 SH   SOLE 0 177,188 0 569,535
MAGNOLIA OIL & GAS CORP COM 559663109 12 1,720 SH   SOLE 0 1,720 0 0
NATIONAL FUEL GAS COM 636180101 1,256 30,529 SH   SOLE 0 30,529 0 0
NIELSEN HOLDINGS COM G6518L108 28,224 1,352,349 SH   SOLE 0 426,939 0 925,410
nVENT ELECTRIC COM G6700G107 26,898 1,154,912 SH   SOLE 0 368,637 0 786,275
NEWELL BRANDS, INC COM 651229106 31,527 1,485,027 SH   SOLE 0 474,160 0 1,010,867
OWENS CORNING COM 690742101 8,228 108,601 SH   SOLE 0 30,621 0 77,980
ONEOK INC COM 682680103 23,788 619,803 SH   SOLE 0 186,045 0 433,758
PATTERSON COS INC. COM 703395103 29,228 986,434 SH   SOLE 0 313,886 0 672,548
PERRIGO COMPANY PLC COM G97822103 30,616 684,625 SH   SOLE 0 217,641 0 466,984
PRIMO WATER CORP COM 74167P108 833 53,136 SH   SOLE 0 53,136 0 0
SIMON PROPERTY GROUP COM 828806109 1,047 12,280 SH   SOLE 0 12,280 0 0
SpartanNash CO COM 847215100 569 32,660 SH   SOLE 0 32,660 0 0
STERICYCLE INC COM 858912108 13,859 199,892 SH   SOLE 0 63,780 0 136,112
EXTENDED STAY AMERICA COM 30224P200 33,091 2,234,385 SH   SOLE 0 709,265 0 1,525,120
SYSCO CORPORATION COM 871829107 7,528 101,370 SH   SOLE 0 28,580 0 72,790
MOLSON COORS BEVERAGE CO - B COM 60871R209 8,479 187,630 SH   SOLE 0 59,170 0 128,460
TRIUMPH GROUP COM 896818101 938 74,693 SH   SOLE 0 74,693 0 0
TRINITY IND COM 896522109 813 30,808 SH   SOLE 0 30,808 0 0
VEREIT INC COM 92339V308 31,049 821,613 SH   SOLE 0 263,149 0 558,464
SELECT ENERGY SRVC COM 81617J301 439 107,012 SH   SOLE 0 107,012 0 0