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
ALBEMARLE CORP COM 012653101 40,261 152,250 SH   SOLE   152,250 0 0
ANALOG DEVICES INC COM 032654105 5,860 42,056 SH   SOLE   42,056 0 0
APPLE INC COM 037833100 6,432 46,540 SH   SOLE   46,540 0 0
ARAMARK COM 03852U106 17,949 575,283 SH   SOLE   575,283 0 0
ASHLAND INC COM 044186104 19,598 206,363 SH   SOLE   206,363 0 0
AVERY DENNISON CORP COM 053611109 15,021 92,324 SH   SOLE   92,324 0 0
BORGWARNER INC COM 099724106 7,721 245,905 SH   SOLE   245,905 0 0
BROADCOM INC COM 11135F101 8,817 19,858 SH   SOLE   19,858 0 0
CF INDS HLDGS INC COM 125269100 10,683 110,993 SH   SOLE   110,993 0 0
CNH INDL N V SHS N20944109 10,661 954,418 SH   SOLE   954,418 0 0
CORTEVA INC COM 22052L104 42,777 748,509 SH   SOLE   748,509 0 0
DEERE & CO COM 244199105 30,694 91,927 SH   SOLE   91,927 0 0
EMERSON ELEC CO COM 291011104 2,865 39,125 SH   SOLE   39,125 0 0
GENERAL ELECTRIC CO COM NEW 369604301 1,918 30,987 SH   SOLE   30,987 0 0
HOWMET AEROSPACE INC COM 443201108 13,969 451,620 SH   SOLE   451,620 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 8,219 99,211 SH   SOLE   99,211 0 0
INGERSOLL RAND INC COM 45687V106 7,332 169,483 SH   SOLE   169,483 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 3,272 36,019 SH   SOLE   36,019 0 0
ISHARES TR ISHARES SEMICDTR 464287523 2,973 9,328 SH   SOLE   9,328 0 0
JOHNSON CTLS INTL PLC SHS G51502105 5,834 118,535 SH   SOLE   118,535 0 0
LINDE PLC SHS G5494J103 5,831 21,630 SH   SOLE   21,630 0 0
MARTIN MARIETTA MATLS INC COM 573284106 4,043 12,553 SH   SOLE   12,553 0 0
MARVELL TECHNOLOGY INC COM 573874104 23,641 550,955 SH   SOLE   550,955 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 13,828 226,579 SH   SOLE   226,579 0 0
NXP SEMICONDUCTORS N V COM N6596X109 5,448 36,933 SH   SOLE   36,933 0 0
ON SEMICONDUCTOR CORP COM 682189105 3,366 53,998 SH   SOLE   53,998 0 0
PPG INDS INC COM 693506107 9,324 84,234 SH   SOLE   84,234 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 4,941 60,359 SH   SOLE   60,359 0 0
SHERWIN WILLIAMS CO COM 824348106 6,475 31,626 SH   SOLE   31,626 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 33,129 388,516 SH   SOLE   388,516 0 0
STELLANTIS N.V SHS N82405106 2,347 198,221 SH   SOLE   198,221 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 17,489 565,248 SH   SOLE   565,248 0 0
TERADYNE INC COM 880770102 729 9,698 SH   SOLE   9,698 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 16,507 174,953 SH   SOLE   174,953 0 0
VISTEON CORP COM NEW 92839U206 8,108 76,448 SH   SOLE   76,448 0 0