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 5,826 128,899 SH   SOLE   5,826 0 0
APTIV PLC SHS G6095L109 20,569 130,735 SH   SOLE   20,569 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 5,159 58,959 SH   SOLE   5,159 0 0
BLOOM ENERGY CORP COM CL A 093712107 6,801 253,105 SH   SOLE   6,801 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 2,946 34,591 SH   SOLE   2,946 0 0
CANADIAN NATL RY CO COM 136375102 5,417 51,336 SH   SOLE   5,417 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 11,942 245,727 SH   SOLE   11,942 0 0
CATERPILLAR INC COM 149123101 20,958 96,302 SH   SOLE   20,958 0 0
CF INDS HLDGS INC COM 125269100 21,417 416,263 SH   SOLE   21,417 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 9,717 103,741 SH   SOLE   9,717 0 0
CROWN HLDGS INC COM 228368106 49,249 481,846 SH   SOLE   49,249 0 0
CSX CORP COM 126408103 10,309 321,356 SH   SOLE   10,309 0 0
DANA INC COM 235825205 5,519 232,277 SH   SOLE   5,519 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 5,125 78,819 SH   SOLE   5,125 0 0
DEERE & CO COM 244199105 3,121 8,850 SH   SOLE   3,121 0 0
DOMTAR CORP COM NEW 257559203 18,759 341,329 SH   SOLE   18,759 0 0
DUPONT DE NEMOURS INC COM 26614N102 15,705 202,881 SH   SOLE   15,705 0 0
EMERSON ELEC CO COM 291011104 5,521 57,367 SH   SOLE   5,521 0 0
ENPHASE ENERGY INC COM 29355A107 11,805 64,289 SH   SOLE   11,805 0 0
FEDEX CORP COM 31428X106 21,460 71,935 SH   SOLE   21,460 0 0
FIRST SOLAR INC COM 336433107 30,990 342,390 SH   SOLE   30,990 0 0
FORD MTR CO DEL COM 345370860 6,290 423,311 SH   SOLE   6,290 0 0
FREEPORT-MCMORAN INC CL B 35671D857 5,332 143,689 SH   SOLE   5,332 0 0
GENERAC HLDGS INC COM 368736104 5,286 12,733 SH   SOLE   5,286 0 0
GENERAL ELECTRIC CO COM 369604103 22,437 1,666,933 SH   SOLE   22,437 0 0
GENERAL MTRS CO COM 37045V100 30,614 517,392 SH   SOLE   30,614 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 11,045 608,850 SH   SOLE   11,045 0 0
HOWMET AEROSPACE INC COM 443201108 21,316 618,386 SH   SOLE   21,316 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 37,285 249,562 SH   SOLE   37,285 0 0
JOHNSON & JOHNSON COM 478160104 5,670 82,620 SH   SOLE   5,670 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 3,056 107,249 SH   SOLE   3,056 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 41,000 189,685 SH   SOLE   41,000 0 0
LOUISIANA PAC CORP COM 546347105 47,355 785,451 SH   SOLE   47,355 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 15,714 152,754 SH   SOLE   15,714 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 67,309 1,758,786 SH   SOLE   67,309 0 0
MAGNA INTL INC COM 559222401 5,232 56,481 SH   SOLE   5,232 0 0
MOSAIC CO NEW COM 61945C103 8,843 277,123 SH   SOLE   8,843 0 0
NEXTERA ENERGY INC COM 65339F101 11,855 161,775 SH   SOLE   11,855 0 0
NORFOLK SOUTHN CORP COM 655844108 10,364 39,049 SH   SOLE   10,364 0 0
OLIN CORP COM PAR $1 680665205 11,404 246,527 SH   SOLE   11,404 0 0
OTIS WORLDWIDE CORP COM 68902V107 52,164 637,941 SH   SOLE   52,164 0 0
PARKER HANNIFIN CORP COM 701094104 16,080 52,358 SH   SOLE   16,080 0 0
SEALED AIR CORP NEW COM 81211K100 27,160 458,403 SH   SOLE   27,160 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 15,272 176,437 SH   SOLE   15,272 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 1,951 41,220 SH   SOLE   1,951 0 0
SOUTHWEST AIRLS CO COM 844741108 9,940 187,236 SH   SOLE   9,940 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 11,365 301,781 SH   SOLE   11,365 0 0
TRANSDIGM GROUP INC COM 893641100 14,901 23,020 SH   SOLE   14,901 0 0
UNITED RENTALS INC COM 911363109 20,800 65,201 SH   SOLE   20,800 0 0
VULCAN MATLS CO COM 929160109 22,261 127,886 SH   SOLE   22,261 0 0
WERNER ENTERPRISES INC COM 950755108 9,867 221,633 SH   SOLE   9,867 0 0
WESTLAKE CHEM CORP COM 960413102 10,457 116,070 SH   SOLE   10,457 0 0
WESTROCK CO COM 96145D105 47,100 885,012 SH   SOLE   47,100 0 0
GRACE W R & CO DEL NEW COM 38388F108 9,824 142,133 SH   SOLE   9,824 0 0