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 20,751 330,694 SH   SOLE 0 113,634 0 217,060
ALLEGHENY TECHNOLOGIES COM 01741R102 29,639 1,421,526 SH   SOLE 0 470,589 0 950,937
BED BATH & BEYOND INC. COM 075896100 22,259 668,634 SH   SOLE 0 221,940 0 446,694
CONAGRA BRANDS, INC. COM 205887102 32,982 906,598 SH   SOLE 0 261,898 0 644,700
CALERES INC COM 129500104 2,018 73,962 SH   SOLE 0 73,962 0 0
CROWN HOLDINGS INC COM 228368106 14,711 143,933 SH   SOLE 0 45,858 0 98,075
COLFAX CORP COM 194014106 24,511 535,053 SH   SOLE 0 174,248 0 360,805
CNX Resources COM 12653C108 21 1,570 SH   SOLE 0 1,570 0 0
COVANTA HOLDINGS CORP COM 22282E102 1,653 93,880 SH   SOLE 0 93,880 0 0
DOMINION ENERGY, INC COM 25746U109 28,220 383,576 SH   SOLE 0 111,351 0 272,225
DUPONT DE NEMOURS INC COM 26614N102 27,048 349,416 SH   SOLE 0 101,465 0 247,951
DOW INC COM 260557103 12,797 202,230 SH   SOLE 0 59,175 0 143,055
DEVON ENERGY COM 25179M103 25,617 877,581 SH   SOLE 0 289,539 0 588,042
ENCOMPASS HEALTH CORP COM 29261A100 1,238 15,872 SH   SOLE 0 15,872 0 0
FIRSTENERGY COM 337932107 20,601 553,636 SH   SOLE 0 160,601 0 393,035
SPX FLOW INC COM 78469X107 20 300 SH   SOLE 0 300 0 0
GENUINE PARTS CO COM 372460105 37,495 296,476 SH   SOLE 0 86,050 0 210,426
GRAPHIC PACKAGING CO COM 388689101 28,759 1,585,413 SH   SOLE 0 533,473 0 1,051,940
HAIN CELESTIAL GROUP INC COM 405217100 22,039 549,339 SH   SOLE 0 181,699 0 367,640
HANESBRANDS INC COM 410345102 19,074 1,021,630 SH   SOLE 0 353,551 0 668,079
HOWARD HUGHES CORP COM 44267D107 18,661 191,470 SH   SOLE 0 66,597 0 124,873
HARSCO CORP COM 415864107 1,834 89,800 SH   SOLE 0 89,800 0 0
HOWMET AEROSPACE INC COM 443201108 35,015 1,015,811 SH   SOLE 0 296,386 0 719,425
INTERNATIONAL PAPER COM 460146103 16,406 267,597 SH   SOLE 0 77,684 0 189,913
JOHNSON CONTROLS INTL COM G51502105 21,980 320,272 SH   SOLE 0 93,647 0 226,625
JELD-WEN HOLDING INC COM 47580P103 21,335 812,449 SH   SOLE 0 268,079 0 544,370
KAMAN CORP COM 483548103 790 15,670 SH   SOLE 0 15,670 0 0
KROGER CO COM 501044101 23,720 619,154 SH   SOLE 0 179,634 0 439,520
LKQ CORP COM 501889208 20,961 425,871 SH   SOLE 0 139,981 0 285,890
MEDNAX INC. COM 58502B106 281 9,320 SH   SOLE 0 9,320 0 0
MAGNOLIA OIL & GAS CORP COM 559663109 34 2,150 SH   SOLE 0 2,150 0 0
NATIONAL FUEL GAS COM 636180101 1,712 32,759 SH   SOLE 0 32,759 0 0
NIELSEN HOLDINGS COM G6518L108 32,552 1,319,509 SH   SOLE 0 431,569 0 887,940
nVENT ELECTRIC COM G6700G107 37,697 1,206,702 SH   SOLE 0 384,387 0 822,315
NEWELL BRANDS, INC COM 651229106 40,104 1,459,927 SH   SOLE 0 476,260 0 983,667
ONEOK INC COM 682680103 33,578 603,483 SH   SOLE 0 187,245 0 416,238
PATTERSON COS INC. COM 703395103 34,443 1,133,374 SH   SOLE 0 373,266 0 760,108
PERRIGO COMPANY PLC COM G97822103 41,246 899,585 SH   SOLE 0 295,531 0 604,054
PRIMO WATER CORP COM 74167P108 1,216 72,656 SH   SOLE 0 72,656 0 0
REGIS CORP COM 758932107 1,284 137,200 SH   SOLE 0 137,200 0 0
SPARTANNASH CO COM 847215100 1,309 67,780 SH   SOLE 0 67,780 0 0
STERICYCLE INC COM 858912108 19,008 265,665 SH   SOLE 0 88,970 0 176,695
SUMMIT MATERIALS, INC - CL A COM 86614U100 10,041 288,130 SH   SOLE 0 94,600 0 193,530
SYSCO CORPORATION COM 871829107 11,288 145,180 SH   SOLE 0 42,050 0 103,130
MOLSON COORS BEVERAGE CO - B COM 60871R209 9,830 183,080 SH   SOLE 0 59,820 0 123,260
TRIUMPH GROUP COM 896818101 1,663 80,153 SH   SOLE 0 80,153 0 0
TRINITY IND COM 896522109 814 30,278 SH   SOLE 0 30,278 0 0
VEREIT INC COM 92339V308 37,684 820,473 SH   SOLE 0 269,379 0 551,094