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
ARAMARK COM 03852U106   32,151,264 898,080 SH   SOLE 0 278,900 0 619,180
ATI INC COM 01741R102   22,027,598 558,226 SH   SOLE 0 170,069 0 388,157
Barnes Group COM 067806109   918,787 22,810 SH   SOLE 0 22,810 0 0
CONAGRA BRANDS, INC. COM 205887102   34,144,970 909,078 SH   SOLE 0 249,578 0 659,500
CALERES INC COM 129500104   788,240 36,442 SH   SOLE 0 36,442 0 0
CNX RESOURCES COM 12653C108   20,826 1,300 SH   SOLE 0 1,300 0 0
DUPONT DE NEMOURS INC COM 26614N102   28,592,594 398,392 SH   SOLE 0 109,291 0 289,101
DT MIDSTREAM, INC. COM 23345M107   1,058,493 21,440 SH   SOLE 0 21,440 0 0
DEVON ENERGY COM 25179M103   17,458,324 344,958 SH   SOLE 0 94,666 0 250,292
ENHABIT INC COM 29332G102   1,492,752 107,315 SH   SOLE 0 107,315 0 0
ENCOMPASS HEALTH CORP COM 29261A100   1,455,398 26,902 SH   SOLE 0 26,902 0 0
ENOVIS CORP COM 194014502   46,001 860 SH   SOLE 0 860 0 0
ENERGIZER HOLDINGS COM 29272W109   33,012,539 951,370 SH   SOLE 0 293,320 0 658,050
ESAB CORPORATION COM 29605J106   21,914,379 370,990 SH   SOLE 0 114,069 0 256,921
FIRSTENERGY COM 337932107   28,167,228 703,126 SH   SOLE 0 193,211 0 509,915
GENUINE PARTS CO COM 372460105   16,581,425 99,106 SH   SOLE 0 27,210 0 71,896
GRAPHIC PACKAGING CO COM 388689101   8,461,049 331,936 SH   SOLE 0 91,706 0 240,230
HAIN CELESTIAL GROUP INC COM 405217100   21,446,229 1,250,509 SH   SOLE 0 390,049 0 860,460
HOWARD HUGHES CORP COM 44267D107   15,224,000 190,300 SH   SOLE 0 60,457 0 129,843
HARSCO CORP COM 415864107   1,246,202 182,460 SH   SOLE 0 182,460 0 0
HOWMET AEROSPACE INC COM 443201108   26,163,517 617,501 SH   SOLE 0 169,526 0 447,975
INTL FLAVORS & FRAGRANCES COM 459506101   23,893,967 259,830 SH   SOLE 0 71,300 0 188,530
JOHN BEAN TECHNOLOGIES COM 477839104   9,953,040 91,070 SH   SOLE 0 28,030 0 63,040
JOHNSON CONTROLS INTL COM G51502105   20,603,972 342,145 SH   SOLE 0 93,927 0 248,218
KAMAN CORP COM 483548103   630,936 27,600 SH   SOLE 0 27,600 0 0
LKQ CORP COM 501889208   27,785,723 489,530 SH   SOLE 0 134,930 0 354,600
PEDIATRIX MEDICAL GROUP INC COM 58502B106   1,454,769 97,570 SH   SOLE 0 97,570 0 0
MDU RESOURCES GROUP COM 552690109   26,522,202 870,151 SH   SOLE 0 269,320 0 600,831
NATIONAL FUEL GAS COM 636180101   1,066,977 18,479 SH   SOLE 0 18,479 0 0
nVENT ELECTRIC COM G6700G107   19,553,244 455,362 SH   SOLE 0 138,387 0 316,975
NEWELL BRANDS, INC COM 651229106   28,683,853 2,305,776 SH   SOLE 0 717,279 0 1,588,497
REALTY INCOME CORP COM 756109104   22,337,460 352,771 SH   SOLE 0 97,220 0 255,551
ONEOK INC COM 682680103   22,311,372 351,139 SH   SOLE 0 96,781 0 254,358
ORION OFFICE REIT, INC. COM 68629Y103   735,553 109,784 SH   SOLE 0 109,784 0 0
PATTERSON COS INC. COM 703395103   27,594,623 1,030,804 SH   SOLE 0 320,266 0 710,538
PENTAIR PLC COM G7S00T104   22,103,578 399,920 SH   SOLE 0 122,090 0 277,830
PPL CORP COM 69351T106   30,583,173 1,100,510 SH   SOLE 0 301,980 0 798,530
PERRIGO COMPANY PLC COM G97822103   34,290,716 955,972 SH   SOLE 0 294,818 0 661,154
PRIMO WATER CORP COM 74167P108   1,671,707 108,906 SH   SOLE 0 108,906 0 0
RANGER OIL CORP COM 70788V102   800,056 19,590 SH   SOLE 0 19,590 0 0
SYLVAMO CORP COM 871332102   1,150,486 24,870 SH   SOLE 0 24,870 0 0
SPARTANNASH CO COM 847215100   1,441,128 58,110 SH   SOLE 0 58,110 0 0
STERICYCLE INC COM 858912108   16,410,574 376,303 SH   SOLE 0 116,820 0 259,483
SUMMIT MATERIALS, INC - CL A COM 86614U100   27,329,232 959,257 SH   SOLE 0 295,873 0 663,384
STANLEY BLACK AND DECKER INC. COM 854502101   16,691,341 207,140 SH   SOLE 0 56,840 0 150,300
SOUTHWEST GAS HOLDINGS COM 844895102   17,563,438 281,240 SH   SOLE 0 86,660 0 194,580
SYSCO CORPORATION COM 871829107   16,870,121 218,440 SH   SOLE 0 57,650 0 160,790
MOLSON COORS BEVERAGE CO - B COM 60871R209   15,940,179 308,440 SH   SOLE 0 84,990 0 223,450
TRIUMPH GROUP COM 896818101   499,100 43,063 SH   SOLE 0 43,063 0 0
TREEHOUSE FOODS INC COM 89469A104   21,814,253 432,565 SH   SOLE 0 133,025 0 299,540
US FOODS HOLDING CORP COM 912008109   13,388,534 362,440 SH   SOLE 0 112,920 0 249,520
VERTIV HOLDINGS CO COM 92537N108   19,593,753 1,369,235 SH   SOLE 0 421,340 0 947,895
DENTSPLY SIRONA, INC. COM 24906P109   9,216,659 234,640 SH   SOLE 0 75,400 0 159,240