The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AGCO CORP | COM | 001084102 | 21,990 | 153,081 | SH | SOLE | 153,081 | 0 | 0 | ||
| ALLEGION PLC | ORD SHS | G0176J109 | 8,532 | 67,917 | SH | SOLE | 67,917 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 26,226 | 196,305 | SH | SOLE | 196,305 | 0 | 0 | ||
| ASHLAND GLOBAL HLDGS INC | COM | 044186104 | 34,328 | 386,702 | SH | SOLE | 386,702 | 0 | 0 | ||
| CATERPILLAR INC | COM | 149123101 | 5,441 | 23,465 | SH | SOLE | 23,465 | 0 | 0 | ||
| CNH INDL N V | SHS | N20944109 | 9,453 | 604,405 | SH | SOLE | 604,405 | 0 | 0 | ||
| COLFAX CORP | COM | 194014106 | 4,691 | 107,067 | SH | SOLE | 107,067 | 0 | 0 | ||
| CORTEVA INC | COM | 22052L104 | 22,826 | 489,614 | SH | SOLE | 489,614 | 0 | 0 | ||
| ELEMENT SOLUTIONS INC | COM | 28618M106 | 1,238 | 67,670 | SH | SOLE | 67,670 | 0 | 0 | ||
| EMERSON ELEC CO | COM | 291011104 | 7,186 | 79,655 | SH | SOLE | 79,655 | 0 | 0 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 8,320 | 473,527 | SH | SOLE | 473,527 | 0 | 0 | ||
| HOWMET AEROSPACE INC | COM | 443201108 | 15,141 | 471,248 | SH | SOLE | 471,248 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 3,184 | 36,100 | SH | SOLE | 36,100 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 19,586 | 470,712 | SH | SOLE | 470,712 | 0 | 0 | ||
| OSHKOSH CORP | COM | 688239201 | 16,297 | 137,344 | SH | SOLE | 137,344 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 2,361 | 25,637 | SH | SOLE | 25,637 | 0 | 0 | ||
| PARKER-HANNIFIN CORP | COM | 701094104 | 28,882 | 91,564 | SH | SOLE | 91,564 | 0 | 0 | ||
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 21,687 | 280,670 | SH | SOLE | 280,670 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 7,447 | 121,965 | SH | SOLE | 121,965 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 4,698 | 39,717 | SH | SOLE | 39,717 | 0 | 0 | ||