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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
FEDEX CORP COM 31428X106   3,470,600 14,000 SH   SOLE   14,000 0 0
MCKESSON CORP COM 58155Q103   3,204,825 7,500 SH   SOLE   7,500 0 0
TEREX CORP NEW COM 880779103   2,991,500 50,000 SH   SOLE   50,000 0 0
O-I GLASS INC COM 67098H104   2,777,166 130,200 SH   SOLE   130,200 0 0
DISCOVER FINL SVCS COM 254709108   2,337,000 20,000 SH   SOLE   20,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   2,164,400 40,000 SH   SOLE   40,000 0 0
KB HOME COM 48666K109   2,068,400 40,000 SH   SOLE   40,000 0 0
ARROW ELECTRS INC COM 042735100   2,005,220 14,000 SH   SOLE   14,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   2,003,500 50,000 SH   SOLE   50,000 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   1,971,444 8,200 SH   SOLE   8,200 0 0
APPLE INC COM 037833100   1,939,700 10,000 SH   SOLE   10,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,918,500 30,000 SH   SOLE   30,000 0 0
AIR LEASE CORP CL A 00912X302   1,883,250 45,000 SH   SOLE   45,000 0 0
SPROUTS FMRS MKT INC COM 85208M102   1,836,500 50,000 SH   SOLE   50,000 0 0
THE CIGNA GROUP COM 125523100   1,823,900 6,500 SH   SOLE   6,500 0 0
ACME UTD CORP COM 004816104   1,745,800 70,000 SH   SOLE   70,000 0 0
BRUNSWICK CORP COM 117043109   1,732,800 20,000 SH   SOLE   20,000 0 0
ALPHABET INC CAP STK CL A 02079K305   1,675,800 14,000 SH   SOLE   14,000 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104   1,640,000 50,000 SH   SOLE   50,000 0 0
TIMKEN CO COM 887389104   1,519,398 16,600 SH   SOLE   16,600 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   1,498,950 9,000 SH   SOLE   9,000 0 0
WHIRLPOOL CORP COM 963320106   1,487,900 10,000 SH   SOLE   10,000 0 0
ARCH RESOURCES INC CL A 03940R107   1,353,120 12,000 SH   SOLE   12,000 0 0
CRANE COMPANY COMMON STOCK 224408104   1,336,800 15,000 SH   SOLE   15,000 0 0
PRUDENTIAL FINL INC COM 744320102   1,288,012 14,600 SH   SOLE   14,600 0 0
BRINKER INTL INC COM 109641100   1,281,000 35,000 SH   SOLE   35,000 0 0
METLIFE INC COM 59156R108   1,266,272 22,400 SH   SOLE   22,400 0 0
M D C HLDGS INC COM 552676108   1,254,652 26,826 SH   SOLE   26,826 0 0
FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106   1,234,309 51,580 SH   SOLE   51,580 0 0
INVESCO LTD SHS G491BT108   1,233,854 73,400 SH   SOLE   73,400 0 0
ALASKA AIR GROUP INC COM 011659109   1,201,868 22,600 SH   SOLE   22,600 0 0
CALERES INC COM 129500104   1,196,500 50,000 SH   SOLE   50,000 0 0
QUALCOMM INC COM 747525103   1,190,400 10,000 SH   SOLE   10,000 0 0
OPEN TEXT CORP COM 683715106   1,175,865 28,300 SH   SOLE   28,300 0 0
GILEAD SCIENCES INC COM 375558103   1,156,050 15,000 SH   SOLE   15,000 0 0
LCI INDS COM 50189K103   1,149,876 9,100 SH   SOLE   9,100 0 0
HOOKER FURNISHINGS CORPORATI COM 439038100   1,119,600 60,000 SH   SOLE   60,000 0 0
CRAWFORD & CO CL A 224633206   1,109,000 100,000 SH   SOLE   100,000 0 0
FORD MTR CO DEL COM 345370860   1,108,575 73,270 SH   SOLE   73,270 0 0
BGC PARTNERS INC CL A 05541T101   1,107,500 250,000 SH   SOLE   250,000 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   1,102,644 98,100 SH   SOLE   98,100 0 0
INTEL CORP COM 458140100   1,098,838 32,860 SH   SOLE   32,860 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   1,092,060 17,420 SH   SOLE   17,420 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   1,081,000 20,000 SH   SOLE   20,000 0 0
PACCAR INC COM 693718108   1,076,576 12,870 SH   SOLE   12,870 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   1,075,167 16,330 SH   SOLE   16,330 0 0
DXC TECHNOLOGY CO COM 23355L106   1,074,144 40,200 SH   SOLE   40,200 0 0
ESCALADE INC COM 296056104   1,068,000 80,000 SH   SOLE   80,000 0 0
BLACKSTONE INC COM 09260D107   1,057,069 11,370 SH   SOLE   11,370 0 0
STANLEY BLACK & DECKER INC COM 854502101   1,048,615 11,190 SH   SOLE   11,190 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106   1,026,000 180,000 SH   SOLE   180,000 0 0
MAGNA INTL INC COM 559222401   1,015,920 18,000 SH   SOLE   18,000 0 0
COMCAST CORP NEW CL A 20030N101   1,002,602 24,130 SH   SOLE   24,130 0 0
VIATRIS INC COM 92556V106   998,000 100,000 SH   SOLE   100,000 0 0
PATTERSON COS INC COM 703395103   994,474 29,900 SH   SOLE   29,900 0 0
OMNICOM GROUP INC COM 681919106   990,512 10,410 SH   SOLE   10,410 0 0
GUESS INC COM 401617105   972,500 50,000 SH   SOLE   50,000 0 0
MEDTRONIC PLC SHS G5960L103   959,409 10,890 SH   SOLE   10,890 0 0
TRAVEL PLUS LEISURE CO COM 894164102   946,780 23,470 SH   SOLE   23,470 0 0
B. RILEY FINANCIAL INC COM 05580M108   942,590 20,500 SH   SOLE   20,500 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   938,503 10,220 SH   SOLE   10,220 0 0
CORNING INC COM 219350105   928,210 26,490 SH   SOLE   26,490 0 0
CISCO SYS INC COM 17275R102   922,007 17,820 SH   SOLE   17,820 0 0
MASTERCRAFT BOAT HLDGS INC COM 57637H103   919,500 30,000 SH   SOLE   30,000 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   905,075 4,100 SH   SOLE   4,100 0 0
GENERAL MTRS CO COM 37045V100   898,448 23,300 SH   SOLE   23,300 0 0
HASBRO INC COM 418056107   897,065 13,850 SH   SOLE   13,850 0 0
DOW INC COM 260557103   894,235 16,790 SH   SOLE   16,790 0 0
MANULIFE FINL CORP COM 56501R106   887,635 46,940 SH   SOLE   46,940 0 0
EASTMAN CHEM CO COM 277432100   866,502 10,350 SH   SOLE   10,350 0 0
UNITED PARCEL SERVICE INC CL B 911312106   863,985 4,820 SH   SOLE   4,820 0 0
DENNYS CORP COM 24869P104   862,400 70,000 SH   SOLE   70,000 0 0
RYDER SYS INC COM 783549108   858,923 10,130 SH   SOLE   10,130 0 0
CITIGROUP INC COM NEW 172967424   858,186 18,640 SH   SOLE   18,640 0 0
BEST BUY INC COM 086516101   857,197 10,460 SH   SOLE   10,460 0 0
MORGAN STANLEY COM NEW 617446448   848,022 9,930 SH   SOLE   9,930 0 0
CRANE NXT CO COM 224441105   846,600 15,000 SH   SOLE   15,000 0 0
FRANKLIN RESOURCES INC COM 354613101   844,303 31,610 SH   SOLE   31,610 0 0
AXIS CAP HLDGS LTD SHS G0692U109   839,210 15,590 SH   SOLE   15,590 0 0
ENERGIZER HLDGS INC NEW COM 29272W109   838,157 24,960 SH   SOLE   24,960 0 0
ALTRIA GROUP INC COM 02209S103   833,973 18,410 SH   SOLE   18,410 0 0
VISTA OUTDOOR INC COM 928377100   830,100 30,000 SH   SOLE   30,000 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106   818,120 8,780 SH   SOLE   8,780 0 0
MANPOWERGROUP INC WIS COM 56418H100   807,498 10,170 SH   SOLE   10,170 0 0
KOHLS CORP COM 500255104   806,750 35,000 SH   SOLE   35,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   801,522 5,990 SH   SOLE   5,990 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   792,147 21,300 SH   SOLE   21,300 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   789,032 54,680 SH   SOLE   54,680 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   776,411 13,470 SH   SOLE   13,470 0 0
LEGGETT & PLATT INC COM 524660107   774,267 26,140 SH   SOLE   26,140 0 0
INTERNATIONAL PAPER CO COM 460146103   769,166 24,180 SH   SOLE   24,180 0 0
CNA FINL CORP COM 126117100   766,993 19,860 SH   SOLE   19,860 0 0
COMPUTER TASK GROUP INC COM 205477102   761,000 100,000 SH   SOLE   100,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100   758,419 11,880 SH   SOLE   11,880 0 0
SHOE CARNIVAL INC COM 824889109   751,360 32,000 SH   SOLE   32,000 0 0
CONOCOPHILLIPS COM 20825C104   744,956 7,190 SH   SOLE   7,190 0 0
KRAFT HEINZ CO COM 500754106   736,625 20,750 SH   SOLE   20,750 0 0
TOWNSQUARE MEDIA INC CL A 892231101   714,600 60,000 SH   SOLE   60,000 0 0
AMGEN INC COM 031162100   712,684 3,210 SH   SOLE   3,210 0 0
WESTERN UN CO COM 959802109   712,128 60,710 SH   SOLE   60,710 0 0
DOMINION ENERGY INC COM 25746U109   706,416 13,640 SH   SOLE   13,640 0 0
3M CO COM 88579Y101   703,633 7,030 SH   SOLE   7,030 0 0
AMCOR PLC ORD G0250X107   703,291 70,470 SH   SOLE   70,470 0 0
NATIONAL FUEL GAS CO COM 636180101   676,925 13,180 SH   SOLE   13,180 0 0
MKS INSTRS INC COM 55306N104   648,600 6,000 SH   SOLE   6,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   645,299 22,650 SH   SOLE   22,650 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108   640,356 20,400 SH   SOLE   20,400 0 0
ORGANON & CO COMMON STOCK 68622V106   625,341 30,050 SH   SOLE   30,050 0 0
FOOT LOCKER INC COM 344849104   617,295 22,770 SH   SOLE   22,770 0 0
HAMILTON BEACH BRANDS HLDG C COM CL A 40701T104   579,600 60,000 SH   SOLE   60,000 0 0
NEWELL BRANDS INC COM 651229106   559,932 64,360 SH   SOLE   64,360 0 0
SAGA COMMUNICATIONS INC CL A NEW 786598300   534,000 25,000 SH   SOLE   25,000 0 0
ACCO BRANDS CORP COM 00081T108   521,000 100,000 SH   SOLE   100,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   405,631 5,770 SH   SOLE   5,770 0 0
BIG LOTS INC COM 089302103   353,200 40,000 SH   SOLE   40,000 0 0
AMC NETWORKS INC CL A 00164V103   239,000 20,000 SH   SOLE   20,000 0 0