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
1ST SOURCE CORP COM 336901103   5,635,462 105,100 SH   SOLE   21,500 0 83,600
AFLAC INC COM 001055102   636,423 7,126 SH   SOLE   7,126 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   842,219 42,644 SH   SOLE   42,644 0 0
ALEXANDERS INC COM 014752109   4,384,770 19,500 SH   SOLE   2,600 0 16,900
ALPHA METALLURGICAL RESOUR I COM 020764106   2,581,437 9,202 SH   SOLE   1,102 0 8,100
ALPHABET INC CAP STK CL A 02079K305   1,129,330 6,200 SH   SOLE   6,200 0 0
AMC NETWORKS INC CL A 00164V103   2,175,432 225,200 SH   SOLE   59,000 0 166,200
AMDOCS LTD SHS G02602103   600,660 7,611 SH   SOLE   7,611 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   801,792 10,800 SH   SOLE   10,800 0 0
AMKOR TECHNOLOGY INC COM 031652100   1,197,639 29,926 SH   SOLE   5,326 0 24,600
ANDERSONS INC COM 034164103   372,000 7,500 SH   SOLE   500 0 7,000
ARCH CAP GROUP LTD ORD G0450A105   718,337 7,120 SH   SOLE   7,120 0 0
ARCH RESOURCES INC CL A 03940R107   3,135,938 20,600 SH   SOLE   4,200 0 16,400
ARCHER DANIELS MIDLAND CO COM 039483102   284,115 4,700 SH   SOLE   4,700 0 0
ARDMORE SHIPPING CORP COM Y0207T100   315,420 14,000 SH   SOLE   900 0 13,100
ARMADA HOFFLER PPTYS INC COM 04208T108   438,055 39,500 SH   SOLE   6,200 0 33,300
ARROW ELECTRS INC COM 042735100   377,496 3,126 SH   SOLE   3,126 0 0
ATLAS ENERGY SOLUTIONS INC COM NEW 642045108   2,149,152 107,835 SH   SOLE   22,835 0 85,000
AVANGRID INC COM 05351W103   503,815 14,180 SH   SOLE   14,180 0 0
BANK AMERICA CORP COM 060505104   1,037,997 26,100 SH   SOLE   26,100 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208   5,142,095 146,415 SH   SOLE   37,715 0 108,700
BANKUNITED INC COM 06652K103   799,071 27,300 SH   SOLE   1,600 0 25,700
BANNER CORP COM NEW 06652V208   322,660 6,500 SH   SOLE   500 0 6,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,301,760 3,200 SH   SOLE   3,200 0 0
BLUELINX HLDGS INC COM NEW 09624H208   6,221,670 66,835 SH   SOLE   14,135 0 52,700
BREAD FINANCIAL HOLDINGS INC COM 018581108   602,852 13,529 SH   SOLE   3,829 0 9,700
BRIGHTSPHERE INVT GROUP INC COM 10948W103   3,547,200 160,000 SH   SOLE   34,200 0 125,800
BUCKLE INC COM 118440106   5,796,920 156,928 SH   SOLE   31,028 0 125,900
BUNGE GLOBAL SA COM SHS H11356104   706,177 6,614 SH   SOLE   6,614 0 0
CAPITAL ONE FINL CORP COM 14040H105   221,520 1,600 SH   SOLE   1,600 0 0
CATHAY GEN BANCORP COM 149150104   563,952 14,951 SH   SOLE   1,051 0 13,900
CENCORA INC COM 03073E105   383,010 1,700 SH   SOLE   1,700 0 0
CENTRUS ENERGY CORP CL A 15643U104   505,775 11,831 SH   SOLE   31 0 11,800
CENTURY CMNTYS INC COM 156504300   6,689,179 81,915 SH   SOLE   17,215 0 64,700
CHENIERE ENERGY INC COM NEW 16411R208   874,150 5,000 SH   SOLE   5,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735   345,938 4,209 SH   SOLE   4,209 0 0
CHEVRON CORP NEW COM 166764100   938,520 6,000 SH   SOLE   6,000 0 0
CIRRUS LOGIC INC COM 172755100   205,277 1,608 SH   SOLE   1,608 0 0
CITIGROUP INC COM NEW 172967424   387,106 6,100 SH   SOLE   6,100 0 0
CNO FINL GROUP INC COM 12621E103   6,403,320 231,000 SH   SOLE   48,100 0 182,900
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   592,620 8,715 SH   SOLE   8,715 0 0
CONNECTONE BANCORP INC COM 20786W107   625,259 33,100 SH   SOLE   4,500 0 28,600
CONSENSUS CLOUD SOLUTIONS IN COM 20848V105   1,051,416 61,200 SH   SOLE   10,300 0 50,900
CONSTELLIUM SE CL A SHS F21107101   462,372 24,529 SH   SOLE   129 0 24,400
COREBRIDGE FINL INC COM 21871X109   986,702 33,884 SH   SOLE   33,884 0 0
COSTAMARE INC SHS Y1771G102   7,073,033 430,495 SH   SOLE   91,095 0 339,400
CUSTOMERS BANCORP INC COM 23204G100   2,257,171 47,044 SH   SOLE   9,644 0 37,400
CVR ENERGY INC COM 12662P108   4,260,767 159,162 SH   SOLE   30,462 0 128,700
DILLARDS INC CL A 254067101   5,729,034 13,009 SH   SOLE   2,809 0 10,200
DIME CMNTY BANCSHARES INC COM 25432X102   234,600 11,500 SH   SOLE   400 0 11,100
DISCOVER FINL SVCS COM 254709108   511,729 3,912 SH   SOLE   3,912 0 0
DNOW INC COM 67011P100   1,786,273 130,100 SH   SOLE   24,100 0 106,000
DREAM FINDERS HOMES INC COM CL A 26154D100   3,625,360 140,409 SH   SOLE   32,809 0 107,600
EMBECTA CORP COMMON STOCK 29082K105   753,750 60,300 SH   SOLE   17,200 0 43,100
ENACT HLDGS INC COM 29249E109   6,974,108 227,466 SH   SOLE   48,666 0 178,800
EXPEDITORS INTL WASH INC COM 302130109   575,157 4,609 SH   SOLE   4,609 0 0
EXXON MOBIL CORP COM 30231G102   1,128,176 9,800 SH   SOLE   9,800 0 0
F&G ANNUITIES & LIFE INC COMMON STOCK 30190A104   647,078 17,006 SH   SOLE   3,706 0 13,300
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   204,253 4,133 SH   SOLE   4,133 0 0
FIRST BUSEY CORP COM NEW 319383204   1,341,234 55,400 SH   SOLE   13,200 0 42,200
FIRST FINL BANCORP OH COM 320209109   6,725,994 302,700 SH   SOLE   63,800 0 238,900
FIRST MERCHANTS CORP COM 320817109   6,797,052 204,177 SH   SOLE   42,377 0 161,800
FLEX LNG LTD SHS G35947202   4,283,136 158,400 SH   SOLE   36,900 0 121,500
FORESTAR GROUP INC COM 346232101   4,533,847 141,727 SH   SOLE   30,927 0 110,800
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   412,976 5,300 SH   SOLE   5,300 0 0
GENERAL DYNAMICS CORP COM 369550108   464,224 1,600 SH   SOLE   1,600 0 0
GENERAL MTRS CO COM 37045V100   836,280 18,000 SH   SOLE   18,000 0 0
GENWORTH FINL INC COM SHS 37247D106   4,171,828 690,700 SH   SOLE   127,300 0 563,400
GLOBAL INDUSTRIAL COMPANY COM 37892E102   1,791,346 57,122 SH   SOLE   9,922 0 47,200
GOLDEN OCEAN GROUP LTD SHS NEW G39637205   6,052,542 438,590 SH   SOLE   116,190 0 322,400
GRAHAM HLDGS CO COM CL B 384637104   5,106,715 7,300 SH   SOLE   1,300 0 6,000
GRANITE RIDGE RESOURCES INC COM 387432107   802,049 126,706 SH   SOLE   30,006 0 96,700
GRAY TELEVISION INC COM 389375106   1,856,499 357,019 SH   SOLE   71,319 0 285,700
GREEN BRICK PARTNERS INC COM 392709101   1,568,376 27,400 SH   SOLE   6,500 0 20,900
GREIF INC CL A 397624107   6,063,832 105,513 SH   SOLE   22,413 0 83,100
GULFPORT ENERGY CORP COMMON SHARES 402635502   241,600 1,600 SH   SOLE   0 0 1,600
HANCOCK WHITNEY CORPORATION COM 410120109   3,037,205 63,500 SH   SOLE   13,400 0 50,100
HARMONY BIOSCIENCES HLDGS IN COM 413197104   425,397 14,100 SH   SOLE   1,300 0 12,800
HARTFORD FINL SVCS GROUP INC COM 416515104   242,502 2,412 SH   SOLE   2,412 0 0
HAVERTY FURNITURE COS INC COM 419596101   536,148 21,200 SH   SOLE   5,300 0 15,900
HCA HEALTHCARE INC COM 40412C101   610,432 1,900 SH   SOLE   1,900 0 0
HEARTLAND FINL USA INC COM 42234Q102   2,769,235 62,300 SH   SOLE   18,300 0 44,000
HIGHPEAK ENERGY INC COM 43114Q105   4,496,388 319,800 SH   SOLE   64,500 0 255,300
HILLTOP HOLDINGS INC COM 432748101   1,407,600 45,000 SH   SOLE   8,700 0 36,300
HOLOGIC INC COM 436440101   371,250 5,000 SH   SOLE   5,000 0 0
HOPE BANCORP INC COM 43940T109   3,763,296 350,400 SH   SOLE   76,600 0 273,800
HOVNANIAN ENTERPRISES INC CL A NEW 442487401   3,052,132 21,506 SH   SOLE   4,506 0 17,000
HP INC COM 40434L105   874,379 24,968 SH   SOLE   24,968 0 0
INGLES MKTS INC CL A 457030104   6,319,118 92,102 SH   SOLE   19,602 0 72,500
INNOVIVA INC COM 45781M101   7,212,490 439,786 SH   SOLE   95,986 0 343,800
JACKSON FINANCIAL INC COM CL A 46817M107   6,950,736 93,600 SH   SOLE   20,300 0 73,300
JOHNSON OUTDOORS INC CL A 479167108   766,062 21,900 SH   SOLE   4,000 0 17,900
JPMORGAN CHASE & CO. COM 46625H100   1,213,560 6,000 SH   SOLE   6,000 0 0
KOPPERS HOLDINGS INC COM 50060P106   787,887 21,300 SH   SOLE   3,900 0 17,400
KRONOS WORLDWIDE INC COM 50105F105   837,085 66,700 SH   SOLE   25,700 0 41,000
LADDER CAP CORP CL A 505743104   413,214 36,600 SH   SOLE   0 0 36,600
LEIDOS HOLDINGS INC COM 525327102   204,232 1,400 SH   SOLE   1,400 0 0
LENNAR CORP CL A 526057104   843,169 5,626 SH   SOLE   5,626 0 0
LENNOX INTL INC COM 526107107   534,980 1,000 SH   SOLE   1,000 0 0
LGI HOMES INC COM 50187T106   993,339 11,100 SH   SOLE   1,700 0 9,400
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   759,636 7,941 SH   SOLE   7,941 0 0
MARATHON PETE CORP COM 56585A102   659,224 3,800 SH   SOLE   3,800 0 0
MATSON INC COM 57686G105   1,068,322 8,157 SH   SOLE   557 0 7,600
MEDIFAST INC COM 58470H101   577,314 26,458 SH   SOLE   6,258 0 20,200
MERCHANTS BANCORP IND COM 58844R108   5,238,741 129,224 SH   SOLE   27,574 0 101,650
METLIFE INC COM 59156R108   526,425 7,500 SH   SOLE   7,500 0 0
MOVADO GROUP INC COM 624580106   4,817,868 193,800 SH   SOLE   39,400 0 154,400
MSA SAFETY INC COM 553498106   394,149 2,100 SH   SOLE   2,100 0 0
NATIONAL BEVERAGE CORP COM 635017106   5,897,724 115,100 SH   SOLE   23,000 0 92,100
NAVIENT CORPORATION COM 63938C108   2,057,328 141,300 SH   SOLE   28,800 0 112,500
NELNET INC CL A 64031N108   6,506,479 64,510 SH   SOLE   13,910 0 50,600
NEWMARK GROUP INC CL A 65158N102   6,688,671 653,829 SH   SOLE   140,829 0 513,000
NUCOR CORP COM 670346105   729,539 4,615 SH   SOLE   4,615 0 0
NVR INC COM 62944T105   607,085 80 SH   SOLE   80 0 0
OCEANFIRST FINL CORP COM 675234108   171,612 10,800 SH   SOLE   1,400 0 9,400
OFG BANCORP COM 67103X102   1,232,105 32,900 SH   SOLE   6,900 0 26,000
ORION S.A. COM L72967109   717,438 32,700 SH   SOLE   2,700 0 30,000
OVINTIV INC COM 69047Q102   329,543 7,031 SH   SOLE   7,031 0 0
PACCAR INC COM 693718108   556,597 5,407 SH   SOLE   5,407 0 0
PATRIA INVESTMENTS LIMITED COM CL A G69451105   461,898 38,300 SH   SOLE   2,200 0 36,100
PBF ENERGY INC CL A 69318G106   4,922,437 106,963 SH   SOLE   22,463 0 84,500
PC CONNECTION INC COM 69318J100   5,534,040 86,200 SH   SOLE   17,300 0 68,900
PEABODY ENERGY CORP COM 704551100   3,062,448 138,447 SH   SOLE   59,947 0 78,500
PENNYMAC FINL SVCS INC NEW COM 70932M107   6,413,880 67,800 SH   SOLE   14,900 0 52,900
PENSKE AUTOMOTIVE GRP INC COM 70959W103   799,492 5,365 SH   SOLE   5,365 0 0
PERDOCEO ED CORP COM 71363P106   3,238,704 151,200 SH   SOLE   32,300 0 118,900
PFIZER INC COM 717081103   884,168 31,600 SH   SOLE   31,600 0 0
PNC FINL SVCS GROUP INC COM 693475105   715,208 4,600 SH   SOLE   4,600 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404   249,117 3,300 SH   SOLE   200 0 3,100
PREMIER FINANCIAL CORP COM 74052F108   953,436 46,600 SH   SOLE   7,800 0 38,800
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   843,181 10,748 SH   SOLE   10,748 0 0
PROVIDENT FINL SVCS INC COM 74386T105   997,325 69,500 SH   SOLE   16,100 0 53,400
PULTE GROUP INC COM 745867101   232,421 2,111 SH   SOLE   2,111 0 0
QCR HOLDINGS INC COM 74727A104   840,000 14,000 SH   SOLE   3,100 0 10,900
REPUBLIC BANCORP INC KY CL A 760281204   1,050,756 19,600 SH   SOLE   4,200 0 15,400
RESOURCES CONNECTION INC COM 76122Q105   168,912 15,300 SH   SOLE   1,100 0 14,200
RILEY EXPLORATION PERMIAN IN COM 76665T102   1,208,837 42,700 SH   SOLE   9,100 0 33,600
RUSH ENTERPRISES INC CL A 781846209   6,229,628 148,785 SH   SOLE   31,710 0 117,075
RYERSON HLDG CORP COM 783754104   4,169,237 213,807 SH   SOLE   40,907 0 172,900
S & T BANCORP INC COM 783859101   200,340 6,000 SH   SOLE   400 0 5,600
SAFE BULKERS INC COM Y7388L103   2,434,506 418,300 SH   SOLE   83,400 0 334,900
SANDRIDGE ENERGY INC COM NEW 80007P869   3,785,904 292,800 SH   SOLE   62,200 0 230,600
SELECT MED HLDGS CORP COM 81619Q105   3,412,811 97,342 SH   SOLE   19,642 0 77,700
SIGA TECHNOLOGIES INC COM 826917106   1,814,769 239,100 SH   SOLE   43,800 0 195,300
SILVERBOW RES INC COM 82836G102   3,919,188 103,600 SH   SOLE   22,700 0 80,900
SIMMONS 1ST NATL CORP CL A $1 PAR 828730200   6,610,080 376,000 SH   SOLE   83,400 0 292,600
SKYWORKS SOLUTIONS INC COM 83088M102   512,437 4,808 SH   SOLE   4,808 0 0
SMITH & WESSON BRANDS INC COM 831754106   2,058,077 143,520 SH   SOLE   60,520 0 83,000
SONIC AUTOMOTIVE INC CL A 83545G102   2,620,007 48,100 SH   SOLE   8,700 0 39,400
SOUTHERN COPPER CORP COM 84265V105   457,033 4,242 SH   SOLE   4,242 0 0
STANDARD MTR PRODS INC COM 853666105   1,159,114 41,800 SH   SOLE   8,200 0 33,600
STEEL DYNAMICS INC COM 858119100   441,984 3,413 SH   SOLE   3,413 0 0
STEWART INFORMATION SVCS COR COM 860372101   235,904 3,800 SH   SOLE   600 0 3,200
STONEX GROUP INC COM 861896108   3,125,365 41,500 SH   SOLE   8,500 0 33,000
SUN CTRY AIRLS HLDGS INC COM 866683105   272,552 21,700 SH   SOLE   1,600 0 20,100
SYLVAMO CORP COMMON STOCK 871332102   6,324,920 92,200 SH   SOLE   20,100 0 72,100
SYNCHRONY FINANCIAL COM 87165B103   615,735 13,048 SH   SOLE   13,048 0 0
TARGET HOSPITALITY CORP COM 87615L107   1,615,705 185,500 SH   SOLE   21,900 0 163,600
TD SYNNEX CORPORATION COM 87162W100   543,765 4,712 SH   SOLE   4,712 0 0
TEGNA INC COM 87901J105   814,180 58,406 SH   SOLE   4,506 0 53,900
TITAN INTL INC ILL COM 88830M102   2,051,733 276,887 SH   SOLE   55,787 0 221,100
TTEC HLDGS INC COM 89854H102   572,083 97,293 SH   SOLE   26,093 0 71,200
UNIVERSAL HEALTH RLTY INCOME SH BEN INT 91359E105   211,356 5,400 SH   SOLE   0 0 5,400
UNIVERSAL LOGISTICS HLDGS IN COM 91388P105   3,402,700 83,831 SH   SOLE   15,231 0 68,600
USANA HEALTH SCIENCES INC COM 90328M107   963,612 21,300 SH   SOLE   4,700 0 16,600
VECTOR GROUP LTD COM 92240M108   1,362,473 128,900 SH   SOLE   47,000 0 81,900
VERIZON COMMUNICATIONS INC COM 92343V104   903,156 21,900 SH   SOLE   21,900 0 0
VICTORY CAP HLDGS INC COM CL A 92645B103   4,521,367 94,728 SH   SOLE   24,928 0 69,800
VITAL ENERGY INC COM 516806205   1,771,600 39,527 SH   SOLE   8,927 0 30,600
WEIS MKTS INC COM 948849104   1,255,400 20,000 SH   SOLE   3,900 0 16,100
WESBANCO INC COM 950810101   482,843 17,300 SH   SOLE   2,300 0 15,000
WESTLAKE CORPORATION COM 960413102   770,732 5,322 SH   SOLE   5,322 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   491,033 17,296 SH   SOLE   17,296 0 0
WORTHINGTON ENTERPRISES INC COM 981811102   5,291,494 111,800 SH   SOLE   22,900 0 88,900
WSFS FINL CORP COM 929328102   3,435,700 73,100 SH   SOLE   15,400 0 57,700