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
ADIENT PLC ORD SHS G0084W101 10,960 247,970 SH   SOLE   10,960 0 0
AGCO CORP COM 001084102 16,929 117,852 SH   SOLE   16,929 0 0
APTIV PLC SHS G6095L109 3,295 23,895 SH   SOLE   3,295 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 10,888 122,658 SH   SOLE   10,888 0 0
AXALTA COATING SYS LTD COM G0750C108 16,420 555,092 SH   SOLE   16,420 0 0
BLOOM ENERGY CORP COM CL A 093712107 5,623 207,891 SH   SOLE   5,623 0 0
BOEING CO COM 097023105 22,038 86,517 SH   SOLE   22,038 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 2,272 28,212 SH   SOLE   2,272 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 11,515 272,749 SH   SOLE   11,515 0 0
CATERPILLAR INC COM 149123101 5,446 23,486 SH   SOLE   5,446 0 0
CELANESE CORP DEL COM 150870103 12,222 81,582 SH   SOLE   12,222 0 0
CF INDS HLDGS INC COM 125269100 11,473 252,821 SH   SOLE   11,473 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 6,671 69,901 SH   SOLE   6,671 0 0
CROWN HLDGS INC COM 228368106 28,544 294,146 SH   SOLE   28,544 0 0
DANA INC COM 235825205 3,446 141,648 SH   SOLE   3,446 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 5,546 73,455 SH   SOLE   5,546 0 0
DOMTAR CORP COM NEW 257559203 20,611 557,813 SH   SOLE   20,611 0 0
DUPONT DE NEMOURS INC COM 26614N102 16,851 218,046 SH   SOLE   16,851 0 0
EMERSON ELEC CO COM 291011104 16,553 183,474 SH   SOLE   16,553 0 0
ENPHASE ENERGY INC COM 29355A107 3,732 23,015 SH   SOLE   3,732 0 0
FEDEX CORP COM 31428X106 23,761 83,655 SH   SOLE   23,761 0 0
FIRST SOLAR INC COM 336433107 7,537 86,330 SH   SOLE   7,537 0 0
GENERAL ELECTRIC CO COM 369604103 17,750 1,351,889 SH   SOLE   17,750 0 0
GENERAL MTRS CO COM 37045V100 11,155 194,138 SH   SOLE   11,155 0 0
HOWMET AEROSPACE INC COM 443201108 23,307 725,411 SH   SOLE   23,307 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 39,238 281,057 SH   SOLE   39,238 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 17,623 66,775 SH   SOLE   17,623 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 5,282 193,609 SH   SOLE   5,282 0 0
L3 TECHNOLOGIES INC COM 502431109 36,254 178,872 SH   SOLE   36,254 0 0
LOUISIANA PAC CORP COM 546347105 23,219 418,656 SH   SOLE   23,219 0 0
LOWES COS INC COM 548661107 22,269 117,096 SH   SOLE   22,269 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 12,106 116,347 SH   SOLE   12,106 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 61,689 1,939,310 SH   SOLE   61,689 0 0
MAGNA INTL INC COM 559222401 2,471 28,063 SH   SOLE   2,471 0 0
MOSAIC CO NEW COM 61945C103 16,404 518,934 SH   SOLE   16,404 0 0
OTIS WORLDWIDE CORP COM 68902V107 19,864 290,201 SH   SOLE   19,864 0 0
PARKER HANNIFIN CORP COM 701094104 17,353 55,013 SH   SOLE   17,353 0 0
POOL CORP COM 73278L105 5,622 16,283 SH   SOLE   5,622 0 0
PULTE GROUP INC COM 745867101 11,929 227,486 SH   SOLE   11,929 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106 5,864 23,936 SH   SOLE   5,864 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 16,530 211,918 SH   SOLE   16,530 0 0
SOCIEDAD QUIMICA Y MINERA DE RIGHT 04/19/2021 833636111 37 11,840 SH   SOLE   37 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 3,371 63,526 SH   SOLE   3,371 0 0
SONOCO PRODS CO COM 835495102 12,814 202,428 SH   SOLE   12,814 0 0
SOUTHWEST AIRLS CO COM 844741108 11,548 189,125 SH   SOLE   11,548 0 0
SUMMIT MATLS INC CL A 86614U100 2,154 76,866 SH   SOLE   2,154 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 4,843 118,648 SH   SOLE   4,843 0 0
TRIMBLE INC COM 896239100 3,487 44,823 SH   SOLE   3,487 0 0
UNITED RENTALS INC COM 911363109 17,228 52,315 SH   SOLE   17,228 0 0
VULCAN MATLS CO COM 929160109 16,458 97,531 SH   SOLE   16,458 0 0
WERNER ENTERPRISES INC COM 950755108 11,478 243,330 SH   SOLE   11,478 0 0
WESTLAKE CHEM CORP COM 960413102 6,405 72,139 SH   SOLE   6,405 0 0
WESTROCK CO COM 96145D105 36,272 696,867 SH   SOLE   36,272 0 0