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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Baker Hughes Company CL A 05722G100   23,863,046 581,742 SH   SOLE None 581,742 0 0
Boeing Co COM 097023105   17,309,361 97,793 SH   SOLE None 97,793 0 0
BWX Technologies Inc. COM 05605H100   19,615,826 176,100 SH   SOLE None 176,100 0 0
Canadian Pacific Kansas City COM 13646K108   22,320,248 308,419 SH   SOLE None 308,419 0 0
Caterpillar Inc COM 149123101   34,187,439 94,243 SH   SOLE None 94,243 0 0
Cisco Sys Inc COM 17275R102   34,270,768 578,898 SH   SOLE None 578,898 0 0
Coherent Corp COM 19247G107   33,604,331 354,738 SH   SOLE None 354,738 0 0
Corning Inc COM 219350105   43,667,049 918,919 SH   SOLE None 918,919 0 0
Crane NXT Co COM 224441105   22,226,318 381,764 SH   SOLE None 381,764 0 0
Deere & Co COM 244199105   27,863,899 65,763 SH   SOLE None 65,763 0 0
Exxon Mobil Corp COM 30231G102   18,199,856 169,191 SH   SOLE None 169,191 0 0
Generac Hldgs Inc COM 368736104   26,505,953 170,951 SH   SOLE None 170,951 0 0
General Mtrs Co COM 37045V100   28,277,244 530,829 SH   SOLE None 530,829 0 0
Hewlett Packard Enterprise C COM 42824C109   15,188,441 711,402 SH   SOLE None 711,402 0 0
Honeywell Intl Inc COM 438516106   304,952 1,350 SH   SOLE None 1,350 0 0
International Business Machs COM 459200101   27,537,974 125,269 SH   SOLE None 125,269 0 0
Kimberly-Clark Corp COM 494368103   16,295,290 124,354 SH   SOLE None 124,354 0 0
Match Group Inc NEW COM 57667L107   17,027,681 520,565 SH   SOLE None 520,565 0 0
Newmont Corp COM 651639106   25,163,536 676,076 SH   SOLE None 676,076 0 0
Nutrien Ltd CO 67077M108   16,420,923 366,948 SH   SOLE None 366,948 0 0
Oracle Corp COM 68389X105   35,668,224 214,044 SH   SOLE None 214,044 0 0
Orion S.A. COM L72967109   30,359,397 1,922,698 SH   SOLE None 1,922,698 0 0
Parker-Hannifin Corp COM 701094104   31,503,283 49,531 SH   SOLE None 49,531 0 0
Popular Inc COM NEW 733174700   36,426,356 387,267 SH   SOLE None 387,267 0 0
Qualcomm Inc COM 747525103   24,562,940 159,894 SH   SOLE None 159,894 0 0
Simon PPTY Group Inc New COM 828806109   30,866,604 179,238 SH   SOLE None 179,238 0 0
Sony Group Corp SPONSORED ADR 835699307   34,554,012 1,632,987 SH   SOLE None 1,632,987 0 0
TE Connectivity PLC ORD SHS G87052109   16,239,819 113,589 SH   SOLE None 113,589 0 0
Terex Corp New COM 880779103   20,984,626 454,016 SH   SOLE None 454,016 0 0
US Bancorp DEL COM NEW 902973304   27,502,944 575,015 SH   SOLE None 575,015 0 0