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
ALLEGION, PLC COM G0176J109 476 4,667 SH   SOLE   4,667 0 0
AMERCO COM 023586100 8,436 28,595 SH   SOLE   28,595 0 0
ASTRONICS COM 046433108 184 17,974 SH   SOLE   17,974 0 0
BUILDERS F.S. COM 12008R107 314 15,521 SH   SOLE   15,521 0 0
CARRIER GLOBAL COM 14448C104 525 24,124 SH   SOLE   24,124 0 0
CHASE CORP. COM 16150R104 7,308 74,193 SH   SOLE   74,193 0 0
CIRCOR INT'L COM 17273K109 302 12,077 SH   SOLE   12,077 0 0
CONOCOPHILLIPS COM 20825C104 2,463 59,349 SH   SOLE   59,349 0 0
COOPER TIRE COM 216831107 634 23,264 SH   SOLE   23,264 0 0
CORE MOLDINGS COM 218683100 337 89,845 SH   SOLE   89,845 0 0
CRANE CO. COM 224399105 1,238 20,984 SH   SOLE   20,984 0 0
DELTA APPAREL COM 247368103 5,614 477,825 SH   SOLE   477,825 0 0
DENNY'S CORP. COM 24869P104 535 53,549 SH   SOLE   53,549 0 0
DUCOMMUN INC COM 264147109 667 19,324 SH   SOLE   19,324 0 0
EASTMAN CHEM COM 277432100 2,363 34,249 SH   SOLE   34,249 0 0
EATON CORP COM G29183103 252 2,900 SH   SOLE   2,900 0 0
FERRO CORP. COM 315405100 1,799 153,756 SH   SOLE   153,756 0 0
FLOTEK IND. COM 343389102 337 293,016 SH   SOLE   293,016 0 0
GOODYEAR TIRE COM 382550101 1,006 114,934 SH   SOLE   114,934 0 0
HANESBRANDS COM 410345102 935 85,031 SH   SOLE   85,031 0 0
HESS CORP. COM 42809H107 331 6,483 SH   SOLE   6,483 0 0
HUNTSMAN CORP. COM 447011107 5,736 324,046 SH   SOLE   324,046 0 0
IEC ELECTRIC COM 44949L105 274 29,582 SH   SOLE   29,582 0 0
INGERSOLL RAND COM 45687V106 299 10,861 SH   SOLE   10,861 0 0
INGLES MARKETS COM 457030104 1,257 29,587 SH   SOLE   29,587 0 0
JOHNSON OUTDR COM 479167108 401 4,459 SH   SOLE   4,459 0 0
KRATON PERFORM COM 50077C106 4,449 261,692 SH   SOLE   261,692 0 0
L3 HARRIS TECH COM 502431109 2,218 13,124 SH   SOLE   13,124 0 0
LCI INDUSTRIES COM 50189K103 3,250 28,386 SH   SOLE   28,386 0 0
LYDALL, INC. COM 550819106 286 21,560 SH   SOLE   21,560 0 0
MARATHON PET. COM 56585A102 1,182 31,941 SH   SOLE   31,941 0 0
NN, INC. COM 629337106 101 22,415 SH   SOLE   22,415 0 0
NORTHERN TECH COM 665809109 609 81,189 SH   SOLE   81,189 0 0
OSHKOSH CORP COM 688239201 213 3,000 SH   SOLE   3,000 0 0
PHILLIPS 66 COM 718546104 2,132 29,816 SH   SOLE   29,816 0 0
Q.E.P. CO.,INC COM 74727K102 1,147 191,178 SH   SOLE   191,178 0 0
READING INT'L COM 755408101 145 36,247 SH   SOLE   36,247 0 0
SENSIENT TECH COM 81725T100 251 4,874 SH   SOLE   4,874 0 0
SHYFT GROUP COM 825698103 384 23,275 SH   SOLE   23,275 0 0
STANDEX INTL CP COM 854231107 3,610 63,342 SH   SOLE   63,342 0 0
STEPAN CHEMICAL COM 858586100 646 6,692 SH   SOLE   6,692 0 0
TOTAL SA COM 89151E109 557 14,659 SH   SOLE   14,659 0 0
TRANE TECH COM G8994E103 1,257 14,209 SH   SOLE   14,209 0 0
TRINSEO SA COM L9340P101 1,509 70,183 SH   SOLE   70,183 0 0
UFP INDUSTRIES COM 913543104 243 4,950 SH   SOLE   4,950 0 0
UNITED RENTALS COM 911363109 3,570 24,041 SH   SOLE   24,041 0 0
VAALCO ENERGY COM 91851C201 3,064 2,553,728 SH   SOLE   2,553,728 0 0
WATTS WATER COM 942749102 2,316 28,772 SH   SOLE   28,772 0 0
WESCO INTL COM 95082P105 304 8,800 SH   SOLE   8,800 0 0
UNIVERSAL SEC COM 913821302 112 160,703 SH   SOLE   160,703 0 0
ZUNICOM INC COM COM 98981X401 7 355,953 SH   SOLE   355,953 0 0