Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting BUILDERS FIRSTSOURCE INC,BLDR,,Sell,12008R107,158851000.0,1853364.0,32.194 WEST FRASER TIMBER CO LTD,WFG,,Sell,952845105,40278000.0,422378.0,8.163 JEFFERIES FINL GROUP INC,JEF,,Sell,47233W109,17111000.0,441006.0,3.468 SKYLINE CORP,SKY,,Sell,830830105,16758000.0,212180.0,3.396 CAVCO INDS INC DEL,CVCO,,Sell,149568107,12841000.0,40426.0,2.602 WESTLAKE CHEM CORP,WLK,,Sell,960413102,12817000.0,131949.0,2.598 DANA HOLDING CORP,DAN,,Sell,235825205,11712000.0,513220.0,2.374 INSTEEL INDUSTRIES INC,IIIN,,Sell,45774W108,10175000.0,255601.0,2.062 RADNET INC,RDNT,,Sell,750491102,9429000.0,313145.0,1.911 U M H PROPERTIES INC,UMH,,Sell,903002103,9150000.0,334825.0,1.854 WESTERN DIGITAL CORP,WDC,,Sell,958102105,9143000.0,140216.0,1.853 LINCOLN ELEC HLDGS INC,LECO,,Sell,533900106,9086000.0,65153.0,1.841 CANADIAN NAT RES LTD,CNQ,,Sell,136385101,8432000.0,199584.0,1.709 GRAFTECH INTERNATIONAL,EAF,,Sell,384313508,8397000.0,709869.0,1.702 AMREP CORP NEW,AXR,,Sell,032159105,7861000.0,517133.0,1.593 METHODE ELECTRONICS INC,MEI,,Sell,591520200,5377000.0,109361.0,1.09 AERCAP HOLDINGS NV,AER,,Sell,N00985106,5204000.0,79545.0,1.055 LEGACY HOUSING CORP,LEGH,,Sell,52472M101,4794000.0,181125.0,0.972 VIDLER WATER RESOURCES INC,VWTR,,Sell,92660E107,4364000.0,361201.0,0.884 CHEMOURS CO,CC,,Sell,163851108,4024000.0,119895.0,0.816 TRAVEL PLUS LEISURE CO,TNL,,Sell,894164102,3730000.0,67495.0,0.756 BERKSHIRE HATHAWAY INC DEL,BRKB,cl b,Sell,084670702,3480000.0,11639.0,0.705 BLUEGREEN VACATIONS HLDG CORP,BVH,cl a,Sell,096308101,3439000.0,97961.0,0.697 CANADIAN SOLAR INC,CSIQ,,Sell,136635109,2550000.0,81481.0,0.517 GAN LIMITED,GAN,,Sell,G3728V109,1762000.0,191748.0,0.357 CIM COMMERCIAL TRUST,CMCT,,Sell,125525584,1012000.0,137702.0,0.205 FIVE POINT HOLDINGS LLC,FPH,,Sell,33833Q106,749000.0,114500.0,0.152 TECHNIPFMC PLC,FTI,,Sell,G87110105,302000.0,50899.0,0.061 BARRICK GOLD CORP,GOLD,,Sell,067901108,190000.0,10000.0,0.039 TIDEWATER INC,TDWWSB,*w exp 07/31/202,Sell,88642R125,80000.0,245005.0,0.016 TIDEWATER INC,TDWWSA,*w exp 07/31/202,Sell,88642R117,5000.0,86603.0,0.001 BLACKSTONE MTG TR INC,BXMT,,Exit,09257W100,0.0,-9000.0,-0.063 ALTICE USA INC,ATUS,cl a,Exit,02156K103,0.0,-22000.0,-0.105 RMR MORTGAGE TR,RMRM,,Exit,76970B101,0.0,-62301.0,-0.147 EQUITY COMWLTH,EQC,,Exit,294628102,0.0,-43000.0,-0.256