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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACUITY BRANDS INC COM 00508Y102 13,921 65,752 SH   SOLE   65,752 0 0
ALBEMARLE CORP COM 012653101 10,139 43,373 SH   SOLE   43,373 0 0
APPLIED MATLS INC COM 038222105 20,972 133,276 SH   SOLE   133,276 0 0
BROADCOM INC COM 11135F101 2,594 3,899 SH   SOLE   3,899 0 0
CATERPILLAR INC COM 149123101 2,347 11,353 SH   SOLE   11,353 0 0
CF INDS HLDGS INC COM 125269100 9,916 140,095 SH   SOLE   140,095 0 0
CNH INDL N V SHS N20944109 17,272 888,944 SH   SOLE   888,944 0 0
CORTEVA INC COM 22052L104 7,407 156,660 SH   SOLE   156,660 0 0
DOVER CORP COM 260003108 8,181 45,050 SH   SOLE   45,050 0 0
ELEMENT SOLUTIONS INC COM 28618M106 16,643 685,447 SH   SOLE   685,447 0 0
EMERSON ELEC CO COM 291011104 10,099 108,625 SH   SOLE   108,625 0 0
FEDEX CORP COM 31428X106 13,656 52,800 SH   SOLE   52,800 0 0
FMC CORP COM NEW 302491303 16,436 149,569 SH   SOLE   149,569 0 0
FORD MTR CO DEL COM 345370860 1,177 56,657 SH   SOLE   56,657 0 0
GENERAL ELECTRIC CO COM NEW 369604301 1,181 12,505 SH   SOLE   12,505 0 0
GRAINGER W W INC COM 384802104 14,441 27,865 SH   SOLE   27,865 0 0
HONEYWELL INTL INC COM 438516106 6,786 32,545 SH   SOLE   32,545 0 0
HOWMET AEROSPACE INC COM 443201108 3,642 114,421 SH   SOLE   114,421 0 0
INGERSOLL RAND INC COM 45687V106 18,818 304,150 SH   SOLE   304,150 0 0
JOHNSON CTLS INTL PLC SHS G51502105 11,686 143,727 SH   SOLE   143,727 0 0
LINDE PLC SHS G5494J103 7,101 20,498 SH   SOLE   20,498 0 0
MARVELL TECHNOLOGY INC COM 573874104 12,859 146,972 SH   SOLE   146,972 0 0
NUTRIEN LTD COM 67077M108 7,672 102,017 SH   SOLE   102,017 0 0
NVIDIA CORPORATION COM 67066G104 3,806 12,942 SH   SOLE   12,942 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,381 35,055 SH   SOLE   35,055 0 0
PACCAR INC COM 693718108 1,921 21,765 SH   SOLE   21,765 0 0
QUALCOMM INC COM 747525103 16,358 89,454 SH   SOLE   89,454 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 2,474 49,057 SH   SOLE   49,057 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 11,574 134,483 SH   SOLE   134,483 0 0
STELLANTIS N.V SHS N82405106 4,707 250,882 SH   SOLE   250,882 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 16,826 139,855 SH   SOLE   139,855 0 0
UNITED RENTALS INC COM 911363109 7,986 24,033 SH   SOLE   24,033 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 7,011 280,772 SH   SOLE   280,772 0 0
VISTEON CORP COM NEW 92839U206 5,909 53,170 SH   SOLE   53,170 0 0