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
ALLEGHENY TECHNOLOGIES INC COM 01741R102 1,944 76,028 SH   SOLE   0 0 76,028
ALLEGHENY TECHNOLOGIES INC COM 01741R102 9,233 361,105 SH   SOLE   361,105 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 1,546 115,857 SH   SOLE   0 0 115,857
BUILDERS FIRSTSOURCE INC COM 12008R107 5,633 422,243 SH   SOLE   422,243 0 0
BWX TECHNOLOGIES INC COM 05605H100 2,024 40,825 SH   SOLE   0 0 40,825
BWX TECHNOLOGIES INC COM 05605H100 14,658 295,642 SH   SOLE   295,642 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 8,279 157,344 SH   SOLE   157,344 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 1,908 36,256 SH   SOLE   0 0 36,256
CLEARWAY ENERGY INC CL C 18539C204 2,090 138,338 SH   SOLE   0 0 138,338
CLEARWAY ENERGY INC CL C 18539C204 8,612 569,962 SH   SOLE   569,962 0 0
CONSTELLIUM NV CL A N22035104 1,753 219,697 SH   SOLE   0 0 219,697
CONSTELLIUM NV CL A N22035104 6,697 839,171 SH   SOLE   839,171 0 0
ELECTRONIC ARTS INC COM 285512109 3,154 31,036 SH   SOLE   31,036 0 0
ELECTRONIC ARTS INC COM 285512109 860 8,464 SH   SOLE   0 0 8,464
INGEVITY CORP COM 45688C107 1,812 17,159 SH   SOLE   0 0 17,159
INGEVITY CORP COM 45688C107 6,723 63,655 SH   SOLE   63,655 0 0
LYON WILLIAM HOMES CL A NEW 552074700 1,803 117,279 SH   SOLE   0 0 117,279
LYON WILLIAM HOMES CL A NEW 552074700 6,577 427,921 SH   SOLE   427,921 0 0
UNITED CONTL HLDGS INC COM 910047109 1,745 21,870 SH   SOLE   0 0 21,870
UNITED CONTL HLDGS INC COM 910047109 6,427 80,560 SH   SOLE   80,560 0 0
VEONEER INCORPORATED COM 92336X109 2,245 98,168 SH   SOLE   98,168 0 0
VEONEER INCORPORATED COM 92336X109 611 26,732 SH   SOLE   0 0 26,732
VISHAY INTERTECHNOLOGY INC COM 928298108 1,810 97,985 SH   SOLE   0 0 97,985
VISHAY INTERTECHNOLOGY INC COM 928298108 9,851 533,373 SH   SOLE   533,373 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 1,985 39,713 SH   SOLE   0 0 39,713
WYNDHAM HOTELS & RESORTS INC COM 98311A105 7,196 143,957 SH   SOLE   143,957 0 0