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
ALBEMARLE CORP COM 012653101   10,850 49,551 SH   SOLE   49,551 0 0
ANALOG DEVICES INC COM 032654105   25,969 155,059 SH   SOLE   155,059 0 0
APPLIED MATLS INC COM 038222105   10,168 78,987 SH   SOLE   78,987 0 0
APTIV PLC SHS G6095L109   5,728 38,451 SH   SOLE   38,451 0 0
CF INDS HLDGS INC COM 125269100   7,804 139,798 SH   SOLE   139,798 0 0
CNH INDL N V SHS N20944109   7,068 425,523 SH   SOLE   425,523 0 0
CORTEVA INC COM 22052L104   3,004 71,384 SH   SOLE   71,384 0 0
EATON CORP PLC SHS G29183103   7,320 49,023 SH   SOLE   49,023 0 0
ELEMENT SOLUTIONS INC COM 28618M106   8,436 389,103 SH   SOLE   389,103 0 0
EMERSON ELEC CO COM 291011104   4,824 51,207 SH   SOLE   51,207 0 0
FORD MTR CO DEL COM 345370860   1,507 106,405 SH   SOLE   106,405 0 0
HOWMET AEROSPACE INC COM 443201108   7,795 249,839 SH   SOLE   249,839 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   36,410 272,284 SH   SOLE   272,284 0 0
JOHNSON CTLS INTL PLC SHS G51502105   3,870 56,852 SH   SOLE   56,852 0 0
LINDE PLC SHS G5494J103   22,836 77,838 SH   SOLE   77,838 0 0
MARTIN MARIETTA MATLS INC COM 573284106   4,475 13,098 SH   SOLE   13,098 0 0
MARVELL TECHNOLOGY INC COM 573874104   8,764 145,315 SH   SOLE   145,315 0 0
NUTRIEN LTD COM 67077M108   16,386 252,748 SH   SOLE   252,748 0 0
NVIDIA CORPORATION COM 67066G104   4,021 19,408 SH   SOLE   19,408 0 0
ON SEMICONDUCTOR CORP COM 682189105   19,643 429,178 SH   SOLE   429,178 0 0
OTIS WORLDWIDE CORP COM 68902V107   2,779 33,773 SH   SOLE   33,773 0 0
PARKER-HANNIFIN CORP COM 701094104   3,447 12,328 SH   SOLE   12,328 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   4,968 92,486 SH   SOLE   92,486 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   23,489 273,260 SH   SOLE   273,260 0 0
STELLANTIS N.V SHS N82405106   10,083 527,927 SH   SOLE   527,927 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   4,865 43,572 SH   SOLE   43,572 0 0
TESLA INC COM 88160R101   3,412 4,400 SH   SOLE   4,400 0 0
TRIMBLE INC COM 896239100   3,877 47,133 SH   SOLE   47,133 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   10,544 437,706 SH   SOLE   437,706 0 0
WESTROCK CO COM 96145D105   1,910 38,328 SH   SOLE   38,328 0 0