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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
ACCO BRANDS CORP COM 00081T108   3,868,857 45,107 SH   SOLE   45,107 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107   7,955,647 362,279 SH   SOLE   362,279 0 0
BRISTOW GROUP INC COM 11040G103   10,763,982 374,660 SH   SOLE   374,660 0 0
DESPEGAR COM CORP ORD SHS G27358103   15,828,322 2,245,152 SH   SOLE   2,245,152 0 0
DOLE PLC ORD SHS G27907107   17,418,952 1,288,384 SH   SOLE   1,288,384 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100   8,535,145 187,462 SH   SOLE   187,462 0 0
DXP ENTERPRISES INC COM NEW 233377407   4,918,554 135,088 SH   SOLE   135,088 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   7,816,515 179,690 SH   SOLE   179,690 0 0
MARCUS CORP DEL COM 566330106   5,519,459 372,182 SH   SOLE   372,182 0 0
RAYONIER ADVANCED MATLS INC COM 75508B104   6,230,606 1,455,749 SH   SOLE   1,455,749 0 0
TIMKENSTEEL CORPORATION COM 887399103   16,683,338 773,451 SH   SOLE   773,451 0 0
TORTOISE ENERGY INFRA CORP COM 89147L886   5,721,746 196,962 SH   SOLE   196,962 0 0
TRINITY INDS INC COM 896522109   6,038,791 234,881 SH   SOLE   234,881 0 0