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
3-D SYS CORP DEL COM NEW 88554D205 11,321 1,418,614 SH   SOLE   1,418,614 0 0
ABM INDS INC COM 000957100 3,670 96,000 SH   SOLE   96,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 19,722 265,300 SH   SOLE   265,300 0 0
ADEIA INC COMMON STOCK 00676P107 1,584 97,200 SH   SOLE   97,200 0 0
AKOYA BIOSCIENCES INC COM 00974H104 2,021 171,976 SH   SOLE   171,976 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 4,406 130,500 SH   SOLE   130,500 0 0
ALPHABET INC CAP STK CL A 02079K305 21,043 220,000 SH   SOLE   220,000 0 0
ALTRIA GROUP INC COM 02209S103 2,980 73,800 SH   SOLE   73,800 0 0
AMN HEALTHCARE SVCS INC COM 001744101 4,238 40,000 SH   SOLE   40,000 0 0
APA CORPORATION COM 03743Q108 3,316 97,000 SH   SOLE   97,000 0 0
ARROW ELECTRS INC COM 042735100 3,116 33,800 SH   SOLE   33,800 0 0
ATKORE INC COM 047649108 3,315 42,600 SH   SOLE   42,600 0 0
BATH & BODY WORKS INC COM 070830104 3,651 112,000 SH   SOLE   112,000 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107 3,843 250,500 SH   SOLE   250,500 0 0
BEST BUY INC COM 086516101 2,895 45,700 SH   SOLE   45,700 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 5,062 71,200 SH   SOLE   71,200 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 3,724 63,200 SH   SOLE   63,200 0 0
CARS COM INC COM 14575E105 3,749 326,000 SH   SOLE   326,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 2,047 152,000 SH   SOLE   152,000 0 0
CORTEVA INC COM 22052L104 5,715 100,000 SH   SOLE   100,000 0 0
CROCS INC COM 227046109 4,916 71,600 SH   SOLE   71,600 0 0
CROSS CTRY HEALTHCARE INC COM 227483104 3,390 119,500 SH   SOLE   119,500 0 0
D R HORTON INC COM 23331A109 3,368 50,000 SH   SOLE   50,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 3,127 91,500 SH   SOLE   91,500 0 0
DXC TECHNOLOGY CO COM 23355L106 3,471 141,800 SH   SOLE   141,800 0 0
EMBECTA CORP COMMON STOCK 29082K105 2,810 97,600 SH   SOLE   97,600 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 18,893 250,000 SH   SOLE   250,000 0 0
FISERV INC COM 337738108 24,796 265,000 SH   SOLE   265,000 0 0
FMC CORP COM NEW 302491303 4,757 45,000 SH   SOLE   45,000 0 0
G III APPAREL GROUP LTD COM 36237H101 2,272 152,000 SH   SOLE   152,000 0 0
GENERAL DYNAMICS CORP COM 369550108 4,247 20,015 SH   SOLE   20,015 0 0
GILEAD SCIENCES INC COM 375558103 4,220 68,400 SH   SOLE   68,400 0 0
GRAFTECH INTL LTD COM 384313508 2,073 481,000 SH   SOLE   481,000 0 0
GRAND CANYON ED INC COM 38526M106 3,586 43,600 SH   SOLE   43,600 0 0
HALEON PLC SPON ADS 405552100 17,357 2,850,000 SH   SOLE   2,850,000 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 2,742 105,500 SH   SOLE   105,500 0 0
HP INC COM 40434L105 3,464 139,000 SH   SOLE   139,000 0 0
INTERDIGITAL INC COM 45867G101 2,102 52,000 SH   SOLE   52,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 415 3,491 SH   SOLE   3,491 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 14,079 155,000 SH   SOLE   155,000 0 0
JOHNSON & JOHNSON COM 478160104 589 3,605 SH   SOLE   3,605 0 0
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 14,621 950,000 SH   SOLE   950,000 0 0
KORN FERRY COM NEW 500643200 2,254 48,000 SH   SOLE   48,000 0 0
KRAFT HEINZ CO COM 500754106 20,010 600,000 SH   SOLE   600,000 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203 3,735 354,000 SH   SOLE   354,000 0 0
LOUISIANA PAC CORP COM 546347105 3,737 73,000 SH   SOLE   73,000 0 0
MACYS INC COM 55616P104 2,554 163,000 SH   SOLE   163,000 0 0
MADDEN STEVEN LTD COM 556269108 3,054 114,500 SH   SOLE   114,500 0 0
MEDIFAST INC COM 58470H101 2,373 21,900 SH   SOLE   21,900 0 0
MEDTRONIC PLC SHS G5960L103 21,399 265,000 SH   SOLE   265,000 0 0
MODERNA INC COM 60770K107 3,311 28,000 SH   SOLE   28,000 0 0
MUELLER INDS INC COM 624756102 5,587 94,000 SH   SOLE   94,000 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 4,338 26,000 SH   SOLE   26,000 0 0
OMNICOM GROUP INC COM 681919106 3,748 59,400 SH   SOLE   59,400 0 0
ONEWATER MARINE INC CL A COM 68280L101 2,710 90,000 SH   SOLE   90,000 0 0
PATRICK INDS INC COM 703343103 2,696 61,500 SH   SOLE   61,500 0 0
PERDOCEO ED CORP COM 71363P106 4,202 408,000 SH   SOLE   408,000 0 0
PFIZER INC COM 717081103 7,281 166,390 SH   SOLE   166,390 0 0
PHILIP MORRIS INTL INC COM 718172109 13,307 160,300 SH   SOLE   160,300 0 0
PROCTER AND GAMBLE CO COM 742718109 689 5,460 SH   SOLE   5,460 0 0
PULTE GROUP INC COM 745867101 3,338 89,000 SH   SOLE   89,000 0 0
QUIDELORTHO CORP COM 219798105 2,859 40,000 SH   SOLE   40,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 4,409 6,400 SH   SOLE   6,400 0 0
RENT A CTR INC NEW COM 76009N100 1,804 103,000 SH   SOLE   103,000 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 3,069 161,000 SH   SOLE   161,000 0 0
ROBERT HALF INTL INC COM 770323103 3,029 39,600 SH   SOLE   39,600 0 0
SHATTUCK LABS INC COM 82024L103 3,625 1,342,440 SH   SOLE   1,342,440 0 0
STEEL DYNAMICS INC COM 858119100 3,413 48,100 SH   SOLE   48,100 0 0
STRATEGIC ED INC COM 86272C103 4,360 71,000 SH   SOLE   71,000 0 0
TEGNA INC COM 87901J105 4,984 241,000 SH   SOLE   241,000 0 0
THE AARONS COMPANY INC COM 00258W108 1,623 167,000 SH   SOLE   167,000 0 0
THOR INDS INC COM 885160101 3,079 44,000 SH   SOLE   44,000 0 0
THRYV HLDGS INC COM NEW 886029206 2,625 115,000 SH   SOLE   115,000 0 0
UNILEVER PLC SPON ADR NEW 904767704 23,016 525,000 SH   SOLE   525,000 0 0
USANA HEALTH SCIENCES INC COM 90328M107 2,606 46,500 SH   SOLE   46,500 0 0
V2X INC COM 92242T101 3,452 97,500 SH   SOLE   97,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,047 53,898 SH   SOLE   53,898 0 0
VIATRIS INC COM 92556V106 2,701 317,000 SH   SOLE   317,000 0 0
VIR BIOTECHNOLOGY INC COM 92764N102 3,470 180,000 SH   SOLE   180,000 0 0
VISTA OUTDOOR INC COM 928377100 2,870 118,000 SH   SOLE   118,000 0 0
VONTIER CORPORATION COM 928881101 3,300 197,500 SH   SOLE   197,500 0 0
WESTERN UN CO COM 959802109 2,080 154,100 SH   SOLE   154,100 0 0
WESTLAKE CORPORATION COM 960413102 3,006 34,600 SH   SOLE   34,600 0 0
XPERI HOLDING CORP COM 98390M103 2,041 243,000 SH   SOLE   243,000 0 0