#	Issuer	Ticker	Shares	Value	% of Portfolio
1	IES HOLDINGS INC	IESC	5,532,550	$2.15B	41.03%
2	IES HOLDINGS INC	IESC	4,106,229	$1.60B	30.45%
3	IES HOLDINGS INC	IESC	709,628	$276.1M	5.26%
4	OWENS CORNING	OC	691,703	$77.4M	1.48%
5	ALPHA METALLURGICAL RESOURCE	020764106	340,377	$68.0M	1.30%
6	AVADEL PHARMACEUTICALS	G29687103	2,859,475	$61.6M	1.17%
7	GENWORTH FINANCIAL INC	37247D106	5,067,839	$45.8M	0.87%
8	WHITE MOUNTAINS INSURANCE GP	G9618E107	21,426	$44.5M	0.85%
9	TUTOR PERINI CORP	TPC	615,266	$41.2M	0.79%
10	AVADEL PHARMACEUTICALS	G29687103	1,909,882	$41.2M	0.78%
11	MOHAWK INDUSTRIES INC	608190104	340,894	$37.3M	0.71%
12	TRANSOCEAN LTD	RIG	8,285,816	$34.2M	0.65%
13	SANDISK CORP	SNDK	131,811	$31.3M	0.60%
14	LUMEN TECHNOLOGIES INC	LUMN	4,022,830	$31.3M	0.60%
15	VANECK OIL SERVICES ETF	92189H607	109,503	$31.2M	0.59%
16	ALPHA METALLURGICAL RESOURCE	020764106	153,695	$30.7M	0.59%
17	MICRON TECHNOLOGY INC	MU	107,530	$30.7M	0.59%
18	BLUELINX HOLDINGS INC	BXC	485,715	$29.8M	0.57%
19	FLEX LTD	FLEX	486,835	$29.4M	0.56%
20	WESTERN DIGITAL CORP	WDC	157,996	$27.2M	0.52%