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
ALPHABET INC CAP STK CL A 02079K305   2,729,759 22,805 SH   SOLE   22,805 0 0
APTIV PLC SHS G6095L109   8,254,385 80,854 SH   SOLE   80,854 0 0
ARISTA NETWORKS INC COM 040413106   854,704 5,274 SH   SOLE   5,274 0 0
DELL TECHNOLOGIES INC CL C 24703L202   1,113,854 20,585 SH   SOLE   20,585 0 0
EASTMAN CHEM CO COM 277432100   8,402,390 100,363 SH   SOLE   100,363 0 0
ECOLAB INC COM 278865100   741,533 3,972 SH   SOLE   3,972 0 0
EMERSON ELEC CO COM 291011104   4,582,863 50,701 SH   SOLE   50,701 0 0
FLOWSERVE CORP COM 34354P105   11,766,854 316,739 SH   SOLE   316,739 0 0
HONEYWELL INTL INC COM 438516106   18,997,248 91,553 SH   SOLE   91,553 0 0
HOWMET AEROSPACE INC COM 443201108   2,517,400 50,795 SH   SOLE   50,795 0 0
HP INC COM 40434L105   651,973 21,230 SH   SOLE   21,230 0 0
INGERSOLL RAND INC COM 45687V106   6,518,026 99,725 SH   SOLE   99,725 0 0
INTEL CORP COM 458140100   4,108,271 122,855 SH   SOLE   122,855 0 0
ISHARES TR ISHARES SEMICDTR 464287523   5,353,115 10,553 SH   SOLE   10,553 0 0
ITT INC COM 45073V108   7,840,080 84,112 SH   SOLE   84,112 0 0
JOHNSON CTLS INTL PLC SHS G51502105   4,347,128 63,797 SH   SOLE   63,797 0 0
KULICKE & SOFFA INDS INC COM 501242101   1,006,786 16,935 SH   SOLE   16,935 0 0
LAM RESEARCH CORP COM 512807108   8,611,110 13,395 SH   SOLE   13,395 0 0
LINDE PLC SHS G54950103   25,443,187 66,766 SH   SOLE   66,766 0 0
MARTIN MARIETTA MATLS INC COM 573284106   11,043,163 23,919 SH   SOLE   23,919 0 0
MASCO CORP COM 574599106   16,075,982 280,167 SH   SOLE   280,167 0 0
MEDTRONIC PLC SHS G5960L103   1,136,050 12,895 SH   SOLE   12,895 0 0
MICROSOFT CORP COM 594918104   57,381,331 168,501 SH   SOLE   168,501 0 0
MONOLITHIC PWR SYS INC COM 609839105   11,060,669 20,474 SH   SOLE   20,474 0 0
NVIDIA CORPORATION COM 67066G104   44,331,227 104,797 SH   SOLE   104,797 0 0
NXP SEMICONDUCTORS N V COM N6596X109   10,433,358 50,974 SH   SOLE   50,974 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,154,727 12,209 SH   SOLE   12,209 0 0
PPG INDS INC COM 693506107   51,699,753 348,616 SH   SOLE   348,616 0 0
PROCTER AND GAMBLE CO COM 742718109   1,191,614 7,853 SH   SOLE   7,853 0 0
PURE STORAGE INC CL A 74624M102   1,036,041 28,138 SH   SOLE   28,138 0 0
QORVO INC COM 74736K101   20,049,201 196,503 SH   SOLE   196,503 0 0
QUALCOMM INC COM 747525103   2,693,399 22,626 SH   SOLE   22,626 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   15,668,016 159,943 SH   SOLE   159,943 0 0
SHERWIN WILLIAMS CO COM 824348106   48,611,136 183,079 SH   SOLE   183,079 0 0
STANLEY BLACK & DECKER INC COM 854502101   3,482,451 37,162 SH   SOLE   37,162 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   7,587,065 75,179 SH   SOLE   75,179 0 0
TERADYNE INC COM 880770102   757,489 6,804 SH   SOLE   6,804 0 0
TRIMBLE INC COM 896239100   14,949,409 282,384 SH   SOLE   282,384 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   760,718 5,278 SH   SOLE   5,278 0 0
VISTEON CORP COM NEW 92839U206   2,042,852 14,225 SH   SOLE   14,225 0 0