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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hours per response: 23.8
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
ADVANCED MICRO DEVICES INC COM 007903107   22,437,559 346,419 SH   SOLE   346,419 0 0
ANALOG DEVICES INC COM 032654105   2,140,099 13,047 SH   SOLE   13,047 0 0
APTIV PLC SHS G6095L109   10,040,159 107,808 SH   SOLE   107,808 0 0
ARAMARK COM 03852U106   7,801,519 188,716 SH   SOLE   188,716 0 0
ASHLAND INC COM 044186104   19,475,296 181,115 SH   SOLE   181,115 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   4,131,330 7,561 SH   SOLE   7,561 0 0
AXALTA COATING SYS LTD COM G0750C108   3,962,699 155,583 SH   SOLE   155,583 0 0
BROADCOM INC COM 11135F101   1,043,896 1,867 SH   SOLE   1,867 0 0
CF INDS HLDGS INC COM 125269100   2,047,697 24,034 SH   SOLE   24,034 0 0
CNH INDL N V SHS N20944109   10,826,142 674,106 SH   SOLE   674,106 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   3,095,465 41,522 SH   SOLE   41,522 0 0
CORTEVA INC COM 22052L104   13,646,717 232,166 SH   SOLE   232,166 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   2,206,418 67,146 SH   SOLE   67,146 0 0
DUPONT DE NEMOURS INC COM 26614N102   8,050,574 117,304 SH   SOLE   117,304 0 0
EASTMAN CHEM CO COM 277432100   1,953,583 23,988 SH   SOLE   23,988 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   4,048,811 46,288 SH   SOLE   46,288 0 0
FMC CORP COM NEW 302491303   32,372,995 259,399 SH   SOLE   259,399 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   6,261,080 107,247 SH   SOLE   107,247 0 0
GENERAL ELECTRIC CO COM NEW 369604301   4,321,050 51,570 SH   SOLE   51,570 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704   14,318,625 145,796 SH   SOLE   145,796 0 0
INGERSOLL RAND INC COM 45687V106   5,245,796 100,398 SH   SOLE   100,398 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   5,054,232 48,209 SH   SOLE   48,209 0 0
ISHARES TR ISHARES SEMICDTR 464287523   12,031,756 34,576 SH   SOLE   34,576 0 0
JOHNSON CTLS INTL PLC SHS G51502105   9,729,088 152,017 SH   SOLE   152,017 0 0
MARVELL TECHNOLOGY INC COM 573874104   2,391,673 64,570 SH   SOLE   64,570 0 0
NXP SEMICONDUCTORS N V COM N6596X109   1,395,405 8,830 SH   SOLE   8,830 0 0
OLIN CORP COM PAR $1 680665205   1,958,939 37,003 SH   SOLE   37,003 0 0
PPG INDS INC COM 693506107   3,919,567 31,172 SH   SOLE   31,172 0 0
QUALCOMM INC COM 747525103   1,848,751 16,816 SH   SOLE   16,816 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   10,675,015 105,777 SH   SOLE   105,777 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   312,819 5,946 SH   SOLE   5,946 0 0
SHERWIN WILLIAMS CO COM 824348106   4,945,957 20,840 SH   SOLE   20,840 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   5,075,030 55,690 SH   SOLE   55,690 0 0
SOUTHWEST AIRLS CO COM 844741108   3,003,768 89,212 SH   SOLE   89,212 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   9,121,713 256,444 SH   SOLE   256,444 0 0
TERADYNE INC COM 880770102   930,103 10,648 SH   SOLE   10,648 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   5,475,196 32,573 SH   SOLE   32,573 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   3,284,083 240,416 SH   SOLE   240,416 0 0
VISTEON CORP COM NEW 92839U206   6,969,576 53,272 SH   SOLE   53,272 0 0