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
Baker Hughes Company CL A 05722G100   21,793,535 617,031 SH   SOLE None 617,031 0 0
Boeing Co COM 097023105   28,627,791 149,352 SH   SOLE None 149,352 0 0
Canadian Pacific Kansas City COM 13646K108   24,368,903 327,495 SH   SOLE None 327,495 0 0
Caterpillar Inc COM 149123101   30,463,113 111,586 SH   SOLE None 111,586 0 0
Cisco Sys Inc COM 17275R102   27,393,737 509,556 SH   SOLE None 509,556 0 0
Coherent Corp COM 19247G107   18,308,755 560,930 SH   SOLE None 560,930 0 0
Corning Inc COM 219350105   30,955,247 1,015,925 SH   SOLE None 1,015,925 0 0
Crane Company COMMON STOCK 224408104   269,629 3,035 SH   SOLE None 3,035 0 0
Crane NXT Co COM 224441105   31,025,565 558,315 SH   SOLE None 558,315 0 0
Deere & Co COM 244199105   25,549,003 67,701 SH   SOLE None 67,701 0 0
Exxon Mobil Corp COM 30231G102   21,604,972 183,747 SH   SOLE None 183,747 0 0
Fedex Corp COM 31428X106   24,344,033 91,892 SH   SOLE None 91,892 0 0
Generac Hldgs Inc COM 368736104   14,186,156 130,196 SH   SOLE None 130,196 0 0
General Mtrs Co COM 37045V100   27,320,162 828,637 SH   SOLE None 828,637 0 0
Honeywell Intl Inc COM 438516106   249,399 1,350 SH   SOLE None 1,350 0 0
International Business Machs COM 459200101   29,188,433 208,043 SH   SOLE None 208,043 0 0
Las Vegas Sands Corp COM 517834107   14,874,614 324,490 SH   SOLE None 324,490 0 0
Medtronic plc SHS G5960L103   23,718,788 302,690 SH   SOLE None 302,690 0 0
Occidental Pete Corp COM 674599105   304,936 4,700 SH   SOLE None 4,700 0 0
Oracle Corp COM 68389X105   41,570,422 392,470 SH   SOLE None 392,470 0 0
Orion S.A. COM L72967109   38,579,619 1,812,952 SH   SOLE None 1,812,952 0 0
Parker-Hannifin Corp COM 701094104   31,588,124 81,095 SH   SOLE None 81,095 0 0
Popular Inc COM NEW 733174700   28,576,358 453,521 SH   SOLE None 453,521 0 0
Qualcomm Inc COM 747525103   28,294,493 254,768 SH   SOLE None 254,768 0 0
Qurate Retail Inc COM SER A 74915M100   2,960,255 4,880,077 SH   SOLE None 4,880,077 0 0
Simon PPTY Group Inc New COM 828806109   29,439,363 272,511 SH   SOLE None 272,511 0 0
Sony Group Corp SPONSORED ADR 835699307   29,237,288 354,778 SH   SOLE None 354,778 0 0
Terex Corp New COM 880779103   30,006,537 520,766 SH   SOLE None 520,766 0 0
Unitedhealth Group Inc COM 91324P102   21,388,541 42,422 SH   SOLE None 42,422 0 0