The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | 9,966,577 | 129,537 | SH | SOLE | 129,537 | 0 | 0 | |||
TAIWAN SEMICONDUCTOR-SP ADR | COM | 874039100 | 24,611,697 | 264,585 | SH | SOLE | 264,585 | 0 | 0 | |||
APPLIED MATERIALS INC | COM | 038222105 | 25,025,753 | 203,743 | SH | SOLE | 203,743 | 0 | 0 | |||
DEERE & CO | COM | 244199105 | 10,495,410 | 25,420 | SH | SOLE | 25,420 | 0 | 0 | |||
DEXCOM INC | COM | 252131107 | 11,930,524 | 102,690 | SH | SOLE | 102,690 | 0 | 0 | |||
GENERAL MOTORS CO | COM | 37045V100 | 9,630,517 | 262,555 | SH | SOLE | 262,555 | 0 | 0 | |||
LIVENT CORP | COM | 53814L108 | 9,084,672 | 418,263 | SH | SOLE | 418,263 | 0 | 0 | |||
MICRON TECHNOLOGY INC | COM | 595112103 | 8,684,857 | 143,932 | SH | SOLE | 143,932 | 0 | 0 | |||
NVIDIA CORP | COM | 67066G104 | 5,114,579 | 18,413 | SH | SOLE | 18,413 | 0 | 0 | |||
OCCIDENTAL PETROLEUM CORP | COM | 674599105 | 5,054,832 | 80,968 | SH | SOLE | 80,968 | 0 | 0 | |||
REPUBLIC SERVICES INC | COM | 760759100 | 25,949,665 | 191,907 | SH | SOLE | 191,907 | 0 | 0 | |||
TE CONNECTIVITY LTD | COM | H84989104 | 11,813,730 | 90,078 | SH | SOLE | 90,078 | 0 | 0 | |||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 12,944,240 | 27,390 | SH | SOLE | 27,390 | 0 | 0 | |||
WASTE MANAGEMENT INC | COM | 94106L109 | 13,372,271 | 81,953 | SH | SOLE | 81,953 | 0 | 0 | |||
WILLSCOT MOBILE MINI HOLDING | COM | 971378104 | 11,815,354 | 252,034 | SH | SOLE | 252,034 | 0 | 0 | |||
EXXON MOBIL CORP | COM | 30231G102 | 17,684,539 | 161,267 | SH | SOLE | 161,267 | 0 | 0 |