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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACUITY BRANDS INC COM 00508Y102 4,992 52,144 SH   SOLE   4,992 0 0
AGCO CORP COM 001084102 5,427 97,848 SH   SOLE   5,427 0 0
AIR PRODS & CHEMS INC COM 009158106 4,517 18,707 SH   SOLE   4,517 0 0
ALBEMARLE CORP COM 012653101 18,566 240,464 SH   SOLE   18,566 0 0
BOEING CO COM 097023105 5,851 31,921 SH   SOLE   5,851 0 0
CARLISLE COS INC COM 142339100 2,399 20,046 SH   SOLE   2,399 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 3,652 164,337 SH   SOLE   3,652 0 0
CELANESE CORP DEL COM 150870103 5,155 59,705 SH   SOLE   5,155 0 0
CF INDS HLDGS INC COM 125269100 5,936 210,938 SH   SOLE   5,936 0 0
COOPER TIRE & RUBR CO COM 216831107 4,709 170,554 SH   SOLE   4,709 0 0
CROWN HOLDINGS INC COM 228368106 4,367 67,053 SH   SOLE   4,367 0 0
DANA INCORPORATED COM 235825205 3,552 291,360 SH   SOLE   3,552 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 8,963 120,736 SH   SOLE   8,963 0 0
FASTENAL CO COM 311900104 3,203 74,775 SH   SOLE   3,203 0 0
GENERAL MTRS CO COM 37045V100 9,931 392,518 SH   SOLE   9,931 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 5,466 390,696 SH   SOLE   5,466 0 0
HONEYWELL INTL INC COM 438516106 6,248 43,209 SH   SOLE   6,248 0 0
HUNTSMAN CORP COM 447011107 11,976 666,444 SH   SOLE   11,976 0 0
INGERSOLL RAND INC COM 45687V106 5,756 204,687 SH   SOLE   5,756 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 10,244 83,652 SH   SOLE   10,244 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 5,885 141,084 SH   SOLE   5,885 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 6,660 39,252 SH   SOLE   6,660 0 0
LEAR CORP COM NEW 521865204 2,823 25,892 SH   SOLE   2,823 0 0
LOWES COS INC COM 548661107 8,542 63,215 SH   SOLE   8,542 0 0
MERITOR INC COM 59001K100 5,681 286,932 SH   SOLE   5,681 0 0
MOSAIC CO NEW COM 61945C103 2,855 228,256 SH   SOLE   2,855 0 0
OLIN CORP COM PAR $1 680665205 5,173 450,241 SH   SOLE   5,173 0 0
OTIS WORLDWIDE CORP COM 68902V107 49,796 875,757 SH   SOLE   49,796 0 0
PARKER HANNIFIN CORP COM 701094104 5,724 31,230 SH   SOLE   5,724 0 0
POOL CORPORATION COM 73278L105 3,316 12,196 SH   SOLE   3,316 0 0
PTC INC COM 69370C100 5,558 71,445 SH   SOLE   5,558 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 5,839 94,766 SH   SOLE   5,839 0 0
REXNORD CORP COM 76169B102 9,811 336,579 SH   SOLE   9,811 0 0
ROCKWELL AUTOMATION INC COM 773903109 5,770 27,089 SH   SOLE   5,770 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 21,659 415,233 SH   SOLE   21,659 0 0
SHERWIN WILLIAMS CO COM 824348106 7,168 12,405 SH   SOLE   7,168 0 0
SOUTHWEST AIRLS CO COM 844741108 8,403 245,844 SH   SOLE   8,403 0 0
TEXTRON INC COM 883203101 3,434 104,359 SH   SOLE   3,434 0 0
UNITED RENTALS INC COM 911363109 6,029 40,452 SH   SOLE   6,029 0 0
WERNER ENTERPRISES INC COM 950755108 6,008 138,025 SH   SOLE   6,008 0 0
WESTROCK CO COM 96145D105 5,674 200,774 SH   SOLE   5,674 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 7,215 321,240 SH   SOLE   7,215 0 0
WORTHINGTON INDS INC COM 981811102 3,645 97,724 SH   SOLE   3,645 0 0