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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | KIRBY CORP | $34.1M | 257000 | 19.89% |
| 2 | DAUCH CORP | $22.8M | 3840000 | 13.27% |
| 3 | APTIV PLC | $22.4M | 322971 | 13.07% |
| 4 | WEATHERFORD INTL PLC | $20.1M | 212223 | 11.69% |
| 5 | OSHKOSH CORP | $20.1M | 136300 | 11.69% |
| 6 | NOMAD FOODS LTD | $12.8M | 1332772 | 7.46% |
| 7 | DOLE PLC | $9.7M | 675948 | 5.63% |
| 8 | PVH CORPORATION | $8.9M | 128000 | 5.20% |
| 9 | ABM INDS INC | $8.5M | 220000 | 4.94% |
| 10 | DENTSPLY SIRONA INC | $7.1M | 610000 | 4.12% |
| 11 | MOHAWK INDS INC | $3.9M | 40000 | 2.29% |
| 12 | NATIONAL ENERGY SERVICES REU | $1.3M | 60000 | 0.75% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.