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
Estimated average burden
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   26,921,289 274,679 SH   SOLE   274,679 0 0
AIR PRODS & CHEMS INC COM 009158106   9,639,342 33,562 SH   SOLE   33,562 0 0
ALPHABET INC CAP STK CL A 02079K305   985,954 9,505 SH   SOLE   9,505 0 0
ANALOG DEVICES INC COM 032654105   2,119,326 10,746 SH   SOLE   10,746 0 0
APPLIED MATLS INC COM 038222105   2,568,989 20,915 SH   SOLE   20,915 0 0
APTIV PLC SHS G6095L109   13,872,069 123,648 SH   SOLE   123,648 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   3,974,936 131,970 SH   SOLE   131,970 0 0
ARISTA NETWORKS INC COM 040413106   8,730,566 52,011 SH   SOLE   52,011 0 0
AXALTA COATING SYS LTD COM G0750C108   9,760,831 322,246 SH   SOLE   322,246 0 0
BROADCOM INC COM 11135F101   27,278,281 42,520 SH   SOLE   42,520 0 0
CELANESE CORP DEL COM 150870103   13,861,370 127,297 SH   SOLE   127,297 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889   4,781,520 864,651 SH   SOLE   864,651 0 0
CIRRUS LOGIC INC COM 172755100   1,622,980 14,838 SH   SOLE   14,838 0 0
CORTEVA INC COM 22052L104   33,162,358 549,865 SH   SOLE   549,865 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   2,688,840 77,000 SH   SOLE   77,000 0 0
EASTMAN CHEM CO COM 277432100   4,927,396 58,423 SH   SOLE   58,423 0 0
EATON CORP PLC SHS G29183103   9,643,015 56,280 SH   SOLE   56,280 0 0
ECOLAB INC COM 278865100   1,128,252 6,816 SH   SOLE   6,816 0 0
FMC CORP COM NEW 302491303   45,146,942 369,663 SH   SOLE   369,663 0 0
GENERAL DYNAMICS CORP COM 369550108   4,594,552 20,133 SH   SOLE   20,133 0 0
HOWMET AEROSPACE INC COM 443201108   11,801,570 278,536 SH   SOLE   278,536 0 0
HP INC COM 40434L105   1,003,418 34,188 SH   SOLE   34,188 0 0
ITT INC COM 45073V108   4,444,277 51,498 SH   SOLE   51,498 0 0
JOHNSON CTLS INTL PLC SHS G51502105   8,907,622 147,918 SH   SOLE   147,918 0 0
KULICKE & SOFFA INDS INC COM 501242101   1,017,602 19,313 SH   SOLE   19,313 0 0
LINDE PLC SHS G54950103   55,042,728 154,858 SH   SOLE   154,858 0 0
MARTIN MARIETTA MATLS INC COM 573284106   49,095,922 138,275 SH   SOLE   138,275 0 0
MICROSOFT CORP COM 594918104   54,021,942 187,381 SH   SOLE   187,381 0 0
MONOLITHIC PWR SYS INC COM 609839105   806,870 1,612 SH   SOLE   1,612 0 0
NVIDIA CORPORATION COM 67066G104   36,000,381 129,605 SH   SOLE   129,605 0 0
ON SEMICONDUCTOR CORP COM 682189105   11,170,412 135,695 SH   SOLE   135,695 0 0
PURE STORAGE INC CL A 74624M102   1,025,298 40,192 SH   SOLE   40,192 0 0
QUALCOMM INC COM 747525103   3,230,581 25,322 SH   SOLE   25,322 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   7,673,109 78,353 SH   SOLE   78,353 0 0
ROCKWELL AUTOMATION INC COM 773903109   4,458,679 15,194 SH   SOLE   15,194 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   2,082,783 41,639 SH   SOLE   41,639 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   3,066,064 25,988 SH   SOLE   25,988 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   30,617,836 572,403 SH   SOLE   572,403 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   7,738,706 83,194 SH   SOLE   83,194 0 0
VISTEON CORP COM NEW 92839U206   9,864,921 62,902 SH   SOLE   62,902 0 0
VULCAN MATLS CO COM 929160109   1,675,283 9,765 SH   SOLE   9,765 0 0