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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
INTL GNRL INSURANCE HLDNGS L SHS G4809J106   5,579,160 293,640 SH   SOLE   293,640 0 0
GENPACT LIMITED SHS G3922B107   2,917,929 74,418 SH   SOLE   74,418 0 0
FERROGLOBE PLC SHS G33856108   2,733,206 589,053 SH   SOLE   589,053 0 0
BIOCERES CROP SOLUTIONS CORP SHS G1117K114   2,749,782 349,700 SH   SOLE   349,700 0 0
AMDOCS LTD SHS G02602103   3,603,651 41,194 SH   SOLE   41,194 0 0
CLIMB GLOBAL SOLUTIONS INC COM 946760105   9,551,759 95,959 SH   SOLE   95,959 0 0
UFP TECHNOLOGIES INC COM 902673102   3,268,978 10,322 SH   SOLE   10,322 0 0
TURNING PT BRANDS INC COM 90041L105   4,470,729 103,609 SH   SOLE   103,609 0 0
TRIPADVISOR INC COM 896945201   2,668,855 184,186 SH   SOLE   184,186 0 0
TIMKEN CO COM 887389104   2,566,209 30,445 SH   SOLE   30,445 0 0
TERADATA CORP DEL COM 88076W103   4,161,555 137,164 SH   SOLE   137,164 0 0
SOLARIS OILFIELD INFRASTRUCT COM CL A 83418M103   6,373,774 499,512 SH   SOLE   499,512 0 0
SITIO ROYALTIES CORP CLASS A COM 82983N108   2,357,525 113,125 SH   SOLE   113,125 0 0
RIMINI STR INC DEL COM 76674Q107   1,321,100 714,108 SH   SOLE   714,108 0 0
RCM TECHNOLOGIES INC COM NEW 749360400   2,807,543 138,439 SH   SOLE   138,439 0 0
PHINIA INC COMMON STOCK 71880K101   6,456,582 140,269 SH   SOLE   140,269 0 0
PATRICK INDS INC COM 703343103   4,774,948 33,539 SH   SOLE   33,539 0 0
NORTHERN TECHNOLOGIES INTL C COM 665809109   1,778,707 144,728 SH   SOLE   144,728 0 0
NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR 63900P608   8,136,960 83,200 SH   SOLE   83,200 0 0
MGIC INVT CORP WIS COM 552848103   7,081,114 276,606 SH   SOLE   276,606 0 0
LENNOX INTL INC COM 526107107   4,664,515 7,719 SH   SOLE   7,719 0 0
LANDSTAR SYS INC COM 515098101   4,704,563 24,909 SH   SOLE   24,909 0 0
KOSMOS ENERGY LTD COM 500688106   2,874,663 713,316 SH   SOLE   713,316 0 0
KNOWLES CORP COM 49926D109   3,101,251 172,005 SH   SOLE   172,005 0 0
IRADIMED CORP COM 46266A109   2,097,495 41,708 SH   SOLE   41,708 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101   3,984,965 215,520 SH   SOLE   215,520 0 0
IPG PHOTONICS CORP COM 44980X109   2,580,093 34,716 SH   SOLE   34,716 0 0
GREEN PLAINS INC COM 393222104   2,655,587 196,129 SH   SOLE   196,129 0 0
GLOBAL BUSINESS TRAVEL GROUP COM CL A 37890B100   3,115,651 405,298 SH   SOLE   405,298 0 0
GEO GROUP INC NEW COM 36162J106   4,116,703 320,366 SH   SOLE   320,366 0 0
FEDERAL AGRIC MTG CORP CL C 313148306   6,880,383 36,713 SH   SOLE   36,713 0 0
EXTREME NETWORKS COM 30226D106   2,139,701 142,362 SH   SOLE   142,362 0 0
EPSILON ENERGY LTD COM 294375209   2,358,890 402,541 SH   SOLE   402,541 0 0
ECOVYST INC COM 27923Q109   3,355,863 489,907 SH   SOLE   489,907 0 0
EAGLE MATLS INC COM 26969P108   6,311,329 21,941 SH   SOLE   21,941 0 0
EPR PPTYS COM SH BEN INT 26884U109   3,717,723 75,810 SH   SOLE   75,810 0 0
QUIDELORTHO CORP COM 219798105   1,159,699 25,432 SH   SOLE   25,432 0 0
CONSOL ENERGY INC NEW COM 20854L108   5,300,209 50,647 SH   SOLE   50,647 0 0
COMPOSECURE INC COM CL A 20459V105   2,165,725 154,474 SH   SOLE   154,474 0 0
CAVCO INDS INC DEL COM 149568107   6,947,338 16,223 SH   SOLE   16,223 0 0
CASS INFORMATION SYS INC COM 14808P109   4,679,566 112,815 SH   SOLE   112,815 0 0
CAPITAL BANCORP INC MD COM 139737100   5,072,403 197,293 SH   SOLE   197,293 0 0
BRINKS CO COM 109696104   4,074,922 35,238 SH   SOLE   35,238 0 0
BORGWARNER INC COM 099724106   3,506,013 96,611 SH   SOLE   96,611 0 0
BEL FUSE INC CL B 077347300   5,553,326 70,734 SH   SOLE   70,734 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107   4,272,505 221,323 SH   SOLE   221,323 0 0
AMERICAS CAR-MART INC COM 03062T105   2,118,259 50,531 SH   SOLE   50,531 0 0
AZZ INC COM 002474104   6,085,052 73,660 SH   SOLE   73,660 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106   682,815 2,889 SH   SOLE   2,889 0 0