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
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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
Adient plc COM G0084W101 74,356 2,679,478 SH   SOLE 1 1,411,387 1,268,091 0
Bread Financial Holdings, Inc. COM 018581108 48,485 1,541,655 SH   SOLE 1 1,066,146 475,509 0
AerCap Holdings NV COM N00985106 157,142 3,712,301 SH   SOLE 1 2,731,600 980,701 0
Assurant, Inc. COM 04621X108 133,639 919,934 SH   SOLE 1 876,524 43,410 0
Air Lease Corporation Class A CL A 00912X302 79,967 2,578,741 SH   SOLE 1 2,481,667 97,074 0
Affiliated Managers Group, Inc. COM 008252108 91,698 819,830 SH   SOLE 1 783,370 36,460 0
Ameriprise Financial, Inc. COM 03076C106 296,039 1,174,991 SH   SOLE 1 907,552 267,439 0
Arrow Electronics, Inc. COM 042735100 121,302 1,315,780 SH   SOLE 1 1,254,496 61,284 0
Broadcom Inc. COM 11135F101 236,974 533,713 SH   SOLE 1 402,440 131,273 0
Berry Global Group Inc COM 08579W103 105,978 2,277,623 SH   SOLE 1 2,157,728 119,895 0
Celanese Corporation COM 150870103 110,557 1,223,786 SH   SOLE 1 1,150,773 73,013 0
Cigna Corporation COM 125523100 277,950 1,001,731 SH   SOLE 1 747,378 254,353 0
Centene Corporation COM 15135B101 199,049 2,558,142 SH   SOLE 1 2,398,438 159,704 0
CommScope Holding Co., Inc. COM 20337X109 67,970 7,380,021 SH   SOLE 1 4,930,629 2,449,392 0
eBay Inc. COM 278642103 154,445 4,195,747 SH   SOLE 1 3,266,868 928,879 0
Flex Ltd. COM Y2573F102 188,286 11,301,669 SH   SOLE 1 8,090,523 3,211,146 0
Global Payments Inc. COM 37940X102 217,655 2,014,389 SH   SOLE 1 1,569,041 445,348 0
Hanesbrands Inc. COM 410345102 68,657 9,864,548 SH   SOLE 1 7,221,459 2,643,089 0
HCA Healthcare Inc COM 40412C101 216,713 1,179,134 SH   SOLE 1 917,451 261,683 0
Lithia Motors, Inc. COM 536797103 128,862 600,617 SH   SOLE 1 427,209 173,408 0
Liberty Global Plc Class C CL C G5480U120 134,798 8,169,583 SH   SOLE 1 6,029,239 2,140,344 0
Lear Corporation COM 521865204 98,587 823,685 SH   SOLE 1 779,658 44,027 0
Lincoln National Corporation COM 534187109 156,186 3,556,967 SH   SOLE 1 2,733,140 823,827 0
Gen Digital Inc. COM 668771108 142,650 7,082,899 SH   SOLE 1 6,669,241 413,658 0
NRG Energy, Inc. COM 629377508 180,332 4,712,109 SH   SOLE 1 3,323,918 1,388,191 0
Qurate Retail, Inc. Class A CL A 74915M100 23,725 11,803,248 SH   SOLE 1 8,330,379 3,472,869 0
TD SYNNEX Corporation COM 87162W100 74,626 919,148 SH   SOLE 1 876,266 42,882 0
Suncor Energy Inc. COM 867224107 243,203 6,251,993 SH   SOLE 1 5,906,790 345,203 0
Uber Technologies, Inc. COM 90353T100 142,891 5,392,122 SH   SOLE 1 5,044,964 347,158 0
Univar Solutions Inc. COM 91336L107 108,778 4,783,552 SH   SOLE 1 4,630,816 152,736 0
United Rentals, Inc. COM 911363109 280,356 1,037,895 SH   SOLE 1 808,859 229,036 0
Western Digital Corporation COM 958102105 116,665 3,584,182 SH   SOLE 1 2,736,038 848,144 0
Whirlpool Corporation COM 963320106 155,095 1,150,473 SH   SOLE 1 850,282 300,191 0
iShares Russell 1000 Value ETF RUS 1000 VAL ETF 464287598 239 1,759 SH   SOLE   1,759 0 0
Nintendo Co., Ltd. Unsponsored ADR SPONSORED ADR 654445303 143 14,064 SH   SOLE   14,064 0 0
Ardagh Metal Packaging S.A SHS L02235106 429 88,541 SH   SOLE   88,541 0 0
WESCO International, Inc. COM 95082P105 202 1,692 SH   SOLE   1,692 0 0
Southwestern Energy Company COM 845467109 68 11,127 SH   SOLE   11,127 0 0