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 19,118 314,954 SH   SOLE 0 97,894 0 217,060
ALLEGHENY TECHNOLOGIES COM 01741R102 27,279 1,712,456 SH   SOLE 0 533,789 0 1,178,667
BED BATH & BEYOND INC. COM 075896100 18,642 1,278,584 SH   SOLE 0 399,600 0 878,984
CONAGRA BRANDS, INC. COM 205887102 39,001 1,142,058 SH   SOLE 0 311,578 0 830,480
CALERES INC COM 129500104 1,494 65,852 SH   SOLE 0 65,852 0 0
COLFAX CORP COM 194014106 24,065 523,503 SH   SOLE 0 162,698 0 360,805
CNX Resources COM 12653C108 34 2,470 SH   SOLE 0 2,470 0 0
DOMINION ENERGY, INC COM 25746U109 29,449 374,856 SH   SOLE 0 102,631 0 272,225
DUPONT DE NEMOURS INC COM 26614N102 29,864 369,696 SH   SOLE 0 100,975 0 268,721
DOW INC COM 260557103 11,339 199,920 SH   SOLE 0 56,865 0 143,055
DEVON ENERGY COM 25179M103 20,203 458,638 SH   SOLE 0 125,206 0 333,432
ENCOMPASS HEALTH CORP COM 29261A100 1,638 25,092 SH   SOLE 0 25,092 0 0
ENERGIZER HOLDINGS COM 29272W109 18,923 471,900 SH   SOLE 0 146,280 0 325,620
FIRSTENERGY COM 337932107 22,503 541,056 SH   SOLE 0 148,021 0 393,035
GENUINE PARTS CO COM 372460105 34,009 242,576 SH   SOLE 0 66,180 0 176,396
GRAPHIC PACKAGING CO COM 388689101 26,446 1,356,203 SH   SOLE 0 430,023 0 926,180
HAIN CELESTIAL GROUP INC COM 405217100 34,862 818,169 SH   SOLE 0 253,799 0 564,370
HANESBRANDS INC COM 410345102 18,573 1,110,810 SH   SOLE 0 361,661 0 749,149
HOWARD HUGHES CORP COM 44267D107 21,281 209,090 SH   SOLE 0 68,397 0 140,693
HARSCO CORP COM 415864107 1,926 115,270 SH   SOLE 0 115,270 0 0
HOWMET AEROSPACE INC COM 443201108 31,601 992,791 SH   SOLE 0 273,366 0 719,425
INTERNATIONAL PAPER COM 460146103 17,234 366,847 SH   SOLE 0 100,094 0 266,753
JOHNSON CONTROLS INTL COM G51502105 17,976 221,082 SH   SOLE 0 60,347 0 160,735
JELD-WEN HOLDING INC COM 47580P103 28,852 1,094,520 SH   SOLE 0 340,209 0 754,311
KAMAN CORP COM 483548103 1,634 37,860 SH   SOLE 0 37,860 0 0
KROGER CO COM 501044101 18,609 411,154 SH   SOLE 0 112,234 0 298,920
LKQ CORP COM 501889208 19,089 317,991 SH   SOLE 0 98,661 0 219,330
MEDNAX INC. COM 58502B106 1,140 41,910 SH   SOLE 0 41,910 0 0
MAGNOLIA OIL & GAS CORP COM 559663109 41 2,150 SH   SOLE 0 2,150 0 0
NATIONAL FUEL GAS COM 636180101 1,914 29,929 SH   SOLE 0 29,929 0 0
NIELSEN HOLDINGS COM G6518L108 28,587 1,393,809 SH   SOLE 0 433,199 0 960,610
nVENT ELECTRIC COM G6700G107 30,725 808,552 SH   SOLE 0 240,097 0 568,455
NEWELL BRANDS, INC COM 651229106 34,168 1,564,487 SH   SOLE 0 491,170 0 1,073,317
REALTY INCOME CORP COM 756109104 33,528 468,331 SH   SOLE 0 127,780 0 340,551
ONEOK INC COM 682680103 25,611 435,863 SH   SOLE 0 131,515 0 304,348
ORION OFFICE REIT, INC. COM 68629Y103 999 53,484 SH   SOLE 0 53,484 0 0
PATTERSON COS INC. COM 703395103 30,900 1,052,794 SH   SOLE 0 328,056 0 724,738
PERRIGO COMPANY PLC COM G97822103 40,435 1,039,465 SH   SOLE 0 323,041 0 716,424
PRIMO WATER CORP COM 74167P108 1,281 72,656 SH   SOLE 0 72,656 0 0
RANGER OIL CORP COM 70788V102 1,014 37,660 SH   SOLE 0 37,660 0 0
SYLVAMO CORP COM 871332102 855 30,670 SH   SOLE 0 30,670 0 0
SPARTANNASH CO COM 847215100 2,018 78,350 SH   SOLE 0 78,350 0 0
STERICYCLE INC COM 858912108 18,634 312,433 SH   SOLE 0 97,600 0 214,833
SUMMIT MATERIALS, INC - CL A COM 86614U100 18,628 464,080 SH   SOLE 0 144,390 0 319,690
SYSCO CORPORATION COM 871829107 28,023 356,750 SH   SOLE 0 97,310 0 259,440
MOLSON COORS BEVERAGE CO - B COM 60871R209 17,478 377,090 SH   SOLE 0 102,870 0 274,220
TRIUMPH GROUP COM 896818101 1,120 60,453 SH   SOLE 0 60,453 0 0
TreeHouse Foods Inc COM 89469A104 18,035 444,970 SH   SOLE 0 138,260 0 306,710