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
ADVANCED MICRO DEVICES INC COM 007903107   2,815,826 19,102 SH   SOLE   19,102 0 0
AUTOLIV INC COM 052800109   11,060,211 100,374 SH   SOLE   100,374 0 0
AVERY DENNISON CORP COM 053611109   16,085,467 79,568 SH   SOLE   79,568 0 0
BOEING CO COM 097023105   17,587,512 67,473 SH   SOLE   67,473 0 0
BROADCOM INC COM 11135F101   2,175,571 1,949 SH   SOLE   1,949 0 0
CORTEVA INC COM 22052L104   22,644,931 472,557 SH   SOLE   472,557 0 0
DUPONT DE NEMOURS INC COM 26614N102   5,595,888 72,740 SH   SOLE   72,740 0 0
EASTMAN CHEM CO COM 277432100   7,690,748 85,624 SH   SOLE   85,624 0 0
ECOLAB INC COM 278865100   4,008,058 20,207 SH   SOLE   20,207 0 0
ELEMENT SOLUTIONS INC COM 28618M106   18,452,461 797,427 SH   SOLE   797,427 0 0
EMERSON ELEC CO COM 291011104   5,547,323 56,995 SH   SOLE   56,995 0 0
FEDEX CORP COM 31428X106   22,566,442 89,206 SH   SOLE   89,206 0 0
FREEPORT-MCMORAN INC CL B 35671D857   7,851,866 184,446 SH   SOLE   184,446 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   4,523,143 58,499 SH   SOLE   58,499 0 0
GENERAL ELECTRIC CO COM NEW 369604301   29,042,207 227,550 SH   SOLE   227,550 0 0
HEXCEL CORP NEW COM 428291108   3,491,473 47,342 SH   SOLE   47,342 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   18,656,063 118,226 SH   SOLE   118,226 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   14,464,768 72,068 SH   SOLE   72,068 0 0
LENNOX INTL INC COM 526107107   18,412,315 41,143 SH   SOLE   41,143 0 0
MARVELL TECHNOLOGY INC COM 573874104   8,179,242 135,620 SH   SOLE   135,620 0 0
MICRON TECHNOLOGY INC COM 595112103   6,192,356 72,561 SH   SOLE   72,561 0 0
MICROSOFT CORP COM 594918104   47,791,676 127,092 SH   SOLE   127,092 0 0
NVIDIA CORPORATION COM 67066G104   29,554,234 59,679 SH   SOLE   59,679 0 0
NXP SEMICONDUCTORS N V COM N6596X109   14,115,673 61,458 SH   SOLE   61,458 0 0
OSHKOSH CORP COM 688239201   6,497,011 59,930 SH   SOLE   59,930 0 0
PROCTER AND GAMBLE CO COM 742718109   4,149,866 28,319 SH   SOLE   28,319 0 0
SHERWIN WILLIAMS CO COM 824348106   25,646,601 82,227 SH   SOLE   82,227 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   5,789,056 55,664 SH   SOLE   55,664 0 0
TECK RESOURCES LTD CL B 878742204   16,827,983 398,107 SH   SOLE   398,107 0 0
TRIMBLE INC COM 896239100   8,954,198 168,312 SH   SOLE   168,312 0 0
UNION PAC CORP COM 907818108   22,308,928 90,827 SH   SOLE   90,827 0 0
UNITED PARCEL SERVICE INC CL B 911312106   5,486,541 34,895 SH   SOLE   34,895 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   25,426,487 132,942 SH   SOLE   132,942 0 0
VISTEON CORP COM NEW 92839U206   7,173,257 57,432 SH   SOLE   57,432 0 0