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
AGCO CORP COM 001084102 3,743 10,365 SH   SOLE   10,365 0 0
ALBEMARLE CORP COM 012653101 15,156 68,532 SH   SOLE   68,532 0 0
ALLEGION PLC ORD SHS G0176J109 9,556 87,048 SH   SOLE   87,048 0 0
APPLE INC COM 037833100 5,247 30,048 SH   SOLE   30,048 0 0
APPLIED MATLS INC COM 038222105 1,476 11,197 SH   SOLE   11,197 0 0
CF INDS HLDGS INC COM 125269100 737 7,155 SH   SOLE   7,155 0 0
CORTEVA INC COM 22052L104 12,226 212,696 SH   SOLE   212,696 0 0
DOW INC COM 260557103 7,237 113,576 SH   SOLE   113,576 0 0
EATON CORP PLC SHS G29183103 4,696 30,945 SH   SOLE   30,945 0 0
ELEMENT SOLUTIONS INC COM 28618M106 9,147 417,673 SH   SOLE   417,673 0 0
EMERSON ELEC CO COM 291011104 12,000 122,390 SH   SOLE   122,390 0 0
FMC CORP COM NEW 302491303 17,070 129,742 SH   SOLE   129,742 0 0
GENERAL ELECTRIC CO COM NEW 369604301 2,140 23,392 SH   SOLE   23,392 0 0
GRAINGER W W INC COM 384802104 16,497 31,984 SH   SOLE   31,984 0 0
HONEYWELL INTL INC COM 438516106 5,705 29,317 SH   SOLE   29,317 0 0
HOWMET AEROSPACE INC COM 443201108 8,864 246,620 SH   SOLE   246,620 0 0
INGERSOLL RAND INC COM 45687V106 26,131 518,996 SH   SOLE   518,996 0 0
ITT INC COM 45073V108 3,220 42,816 SH   SOLE   42,816 0 0
JOHNSON CTLS INTL PLC SHS G51502105 17,958 273,882 SH   SOLE   273,882 0 0
LINDE PLC SHS G5494J103 8,306 26,003 SH   SOLE   26,003 0 0
MARVELL TECHNOLOGY INC COM 573874104 5,406 75,391 SH   SOLE   75,391 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 5,984 79,636 SH   SOLE   79,636 0 0
NUTRIEN LTD COM 67077M108 2,562 24,638 SH   SOLE   24,638 0 0
NVIDIA CORPORATION COM 67066G104 3,719 13,628 SH   SOLE   13,628 0 0
OSHKOSH CORP COM 688239201 5,527 54,916 SH   SOLE   54,916 0 0
PARKER-HANNIFIN CORP COM 701094104 5,376 18,944 SH   SOLE   18,944 0 0
QUALCOMM INC COM 747525103 3,424 22,407 SH   SOLE   22,407 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 2,093 48,430 SH   SOLE   48,430 0 0
SYNAPTICS INC COM 87157D109 4,880 24,463 SH   SOLE   24,463 0 0
TEXTRON INC COM 883203101 8,294 111,503 SH   SOLE   111,503 0 0
UNITED RENTALS INC COM 911363109 5,486 15,445 SH   SOLE   15,445 0 0