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
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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
Baker Hughes Company CL A 05722G100   19,594,586 584,913 SH   SOLE None 584,913 0 0
Boeing Co COM 097023105   26,909,368 139,434 SH   SOLE None 139,434 0 0
Canadian Pacific Kansas City COM 13646K108   26,975,964 305,954 SH   SOLE None 305,954 0 0
Caterpillar Inc COM 149123101   36,674,069 100,085 SH   SOLE None 100,085 0 0
Cisco Sys Inc COM 17275R102   23,321,333 467,268 SH   SOLE None 467,268 0 0
Coherent Corp COM 19247G107   21,968,264 362,393 SH   SOLE None 362,393 0 0
Corning Inc COM 219350105   30,936,127 938,596 SH   SOLE None 938,596 0 0
Crane NXT Co COM 224441105   31,539,969 509,531 SH   SOLE None 509,531 0 0
Deere & Co COM 244199105   26,637,310 64,852 SH   SOLE None 64,852 0 0
Exxon Mobil Corp COM 30231G102   28,133,218 242,027 SH   SOLE None 242,027 0 0
Fedex Corp COM 31428X106   25,082,375 86,569 SH   SOLE None 86,569 0 0
Generac Hldgs Inc COM 368736104   22,034,766 174,685 SH   SOLE None 174,685 0 0
General Mtrs Co COM 37045V100   35,471,137 782,164 SH   SOLE None 782,164 0 0
Honeywell Intl Inc COM 438516106   277,088 1,350 SH   SOLE None 1,350 0 0
International Business Machs COM 459200101   36,032,815 188,693 SH   SOLE None 188,693 0 0
Newmont Corp COM 651639106   25,001,948 697,599 SH   SOLE None 697,599 0 0
Oracle Corp COM 68389X105   27,950,737 222,520 SH   SOLE None 222,520 0 0
Orion S.A. COM L72967109   38,805,624 1,649,899 SH   SOLE None 1,649,899 0 0
Parker-Hannifin Corp COM 701094104   28,721,560 51,677 SH   SOLE None 51,677 0 0
Popular Inc COM NEW 733174700   35,939,046 407,981 SH   SOLE None 407,981 0 0
Qualcomm Inc COM 747525103   27,974,463 165,236 SH   SOLE None 165,236 0 0
Simon PPTY Group Inc New COM 828806109   38,222,995 244,252 SH   SOLE None 244,252 0 0
Sony Group Corp SPONSORED ADR 835699307   28,128,156 328,063 SH   SOLE None 328,063 0 0
Terex Corp New COM 880779103   30,374,221 471,649 SH   SOLE None 471,649 0 0
Unitedhealth Group Inc COM 91324P102   19,059,637 38,528 SH   SOLE None 38,528 0 0
US Bancorp DEL COM NEW 902973304   26,178,466 585,648 SH   SOLE None 585,648 0 0
Walgreens Boots Alliance Inc COM 931427108   13,710,227 632,099 SH   SOLE None 632,099 0 0