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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | BOYD GAMING CORP | $10.3M | 125875 | 11.12% |
| 2 | AMCOR PLC | $8.9M | 222840 | 9.53% |
| 3 | GRAPHIC PACKAGING HLDG CO | $5.8M | 579206 | 6.19% |
| 4 | CROWN HLDGS INC | $5.6M | 56337 | 6.07% |
| 5 | DINE BRANDS GLOBAL INC | $5.6M | 212400 | 5.99% |
| 6 | KNIGHT-SWIFT TRANSN HLDGS IN | $5.3M | 92500 | 5.73% |
| 7 | ASBURY AUTOMOTIVE GROUP INC | $5.1M | 26158 | 5.50% |
| 8 | LEGGETT & PLATT INC | $4.5M | 456501 | 4.85% |
| 9 | ARCBEST CORP | $4.2M | 42608 | 4.51% |
| 10 | PENN ENTERTAINMENT INC | $3.9M | 258700 | 4.18% |
| 11 | DRIVEN BRANDS HLDGS INC | $3.9M | 307800 | 4.17% |
| 12 | CONCRETE PUMPING HLDGS INC | $3.8M | 529981 | 4.07% |
| 13 | MAGNERA CORP | $3.6M | 374868 | 3.83% |
| 14 | DAUCH CORP | $3.4M | 565936 | 3.61% |
| 15 | HERC HLDGS INC | $3.2M | 32575 | 3.49% |
| 16 | PERRIGO CO PLC | $3.1M | 286300 | 3.31% |
| 17 | WHIRLPOOL CORP | $2.3M | 43150 | 2.50% |
| 18 | MATTEL INC | $2.1M | 145200 | 2.27% |
| 19 | JACK IN THE BOX INC | $1.8M | 181150 | 1.88% |
| 20 | LAMB WESTON HLDGS INC | $1.4M | 32450 | 1.47% |
| 21 | RE/MAX HLDGS INC | $1.3M | 224002 | 1.39% |
| 22 | STELLANTIS N.V | $1.2M | 165900 | 1.26% |
| 23 | CLEARWATER PAPER CORP | $1.1M | 79427 | 1.23% |
| 24 | HELEN OF TROY LTD | $1.1M | 76200 | 1.18% |
| 25 | JANUS INTERNATIONAL GROUP IN | $603K | 117000 | 0.65% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.