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        <nameOfIssuer>ABBVIE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>AFFILIATED MANAGERS GROUP</nameOfIssuer>
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        <nameOfIssuer>AMERICAN INTL GROUP INC</nameOfIssuer>
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        <cusip>026874784</cusip>
        <value>4048470</value>
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        <nameOfIssuer>AMPHENOL CORP</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>032095101</cusip>
        <value>16250709</value>
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        <nameOfIssuer>ANALOG DEVICES INC</nameOfIssuer>
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        <nameOfIssuer>ANGLOGOLD ASHANTI PLC</nameOfIssuer>
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        <cusip>G0378L100</cusip>
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        <nameOfIssuer>APA CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>03743Q108</cusip>
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        <nameOfIssuer>APTIV PLC</nameOfIssuer>
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        <nameOfIssuer>ARIS MINING CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>04040Y109</cusip>
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        <nameOfIssuer>ARM HOLDINGS PLC</nameOfIssuer>
        <titleOfClass>SPONSORED ADS</titleOfClass>
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        <nameOfIssuer>ARROW ELECTRS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>042735100</cusip>
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        <nameOfIssuer>ASML HLDG NV</nameOfIssuer>
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        <cusip>N07059210</cusip>
        <value>16979870</value>
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        <nameOfIssuer>ASSOCIATED BANC-CORP</nameOfIssuer>
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        <nameOfIssuer>AVNET INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>BARRICK MNG CORP</nameOfIssuer>
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        <cusip>06849F108</cusip>
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        <nameOfIssuer>BATH &amp; BODY WORKS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>BIOGEN INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>09062X103</cusip>
        <value>5203373</value>
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        <titleOfClass>COM</titleOfClass>
        <cusip>09227Q100</cusip>
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        <nameOfIssuer>BLOCK H &amp; R INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>BLUE OWL TECHNOLOGY FIN CORP</nameOfIssuer>
        <titleOfClass>COMMON STOCK</titleOfClass>
        <cusip>095924106</cusip>
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        <nameOfIssuer>BRINKS CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>BRISTOL-MYERS SQUIBB CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>110122108</cusip>
        <value>12259289</value>
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        <nameOfIssuer>CENTENE CORP DEL</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>15135B101</cusip>
        <value>7521014</value>
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        <nameOfIssuer>CHIME FINL INC</nameOfIssuer>
        <titleOfClass>COM SHS CL A</titleOfClass>
        <cusip>16935C109</cusip>
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        <nameOfIssuer>CNX RES CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>12653C108</cusip>
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        <titleOfClass>COM</titleOfClass>
        <cusip>126650100</cusip>
        <value>16955662</value>
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        <nameOfIssuer>DEVON ENERGY CORP NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>25179M103</cusip>
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        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>ENVISTA HOLDINGS CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>29415F104</cusip>
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        <nameOfIssuer>EXPAND ENERGY CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <nameOfIssuer>EXPEDIA GROUP INC</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>30212P303</cusip>
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        <nameOfIssuer>FEDEX CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>31428X106</cusip>
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        <nameOfIssuer>FEDEX FGHT HLDG CO INC</nameOfIssuer>
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        <cusip>314352105</cusip>
        <value>873384</value>
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        <nameOfIssuer>FIDELITY NATL INFORMATION SV</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>31620M106</cusip>
        <value>3455382</value>
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            <sshPrnamt>88873</sshPrnamt>
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        <nameOfIssuer>FIRST AMERN FINL CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>31847R102</cusip>
        <value>3321951</value>
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        <nameOfIssuer>FORD MTR CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
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        <titleOfClass>ORD SHS NEW</titleOfClass>
        <cusip>G6529J209</cusip>
        <value>4705876</value>
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        <titleOfClass>*W EXP 99/99/999</titleOfClass>
        <cusip>G6529J118</cusip>
        <value>25424</value>
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        <nameOfIssuer>GEN DIGITAL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>668771108</cusip>
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</informationTable>
