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
AIR PRODS & CHEMS INC COM 009158106 2,124 8,498 SH   SOLE   8,498 0 0
ALASKA AIR GROUP INC COM 011659109 3,336 57,514 SH   SOLE   57,514 0 0
ALCOA CORP COM 013872106 529 5,880 SH   SOLE   5,880 0 0
APTIV PLC SHS G6095L109 4,187 34,977 SH   SOLE   34,977 0 0
ARCBEST CORP COM 03937C105 1,453 18,052 SH   SOLE   18,052 0 0
AZEK CO INC CL A 05478C105 2,020 81,302 SH   SOLE   81,302 0 0
CATERPILLAR INC COM 149123101 4,296 19,281 SH   SOLE   19,281 0 0
CF INDS HLDGS INC COM 125269100 2,553 24,776 SH   SOLE   24,776 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 2,358 21,890 SH   SOLE   21,890 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 522 16,215 SH   SOLE   16,215 0 0
CROWN HLDGS INC COM 228368106 1,064 8,507 SH   SOLE   8,507 0 0
CSX CORP COM 126408103 650 17,349 SH   SOLE   17,349 0 0
CUMMINS INC COM 231021106 1,944 9,476 SH   SOLE   9,476 0 0
DANA INC COM 235825205 3,093 176,059 SH   SOLE   176,059 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 2,254 54,550 SH   SOLE   54,550 0 0
DEERE & CO COM 244199105 4,206 10,124 SH   SOLE   10,124 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 7,209 182,190 SH   SOLE   182,190 0 0
DOW INC COM 260557103 2,036 31,956 SH   SOLE   31,956 0 0
DUPONT DE NEMOURS INC COM 26614N102 3,619 49,188 SH   SOLE   49,188 0 0
ENPHASE ENERGY INC COM 29355A107 2,357 11,679 SH   SOLE   11,679 0 0
FEDEX CORP COM 31428X106 503 2,174 SH   SOLE   2,174 0 0
FIRST SOLAR INC COM 336433107 1,056 12,607 SH   SOLE   12,607 0 0
FLOWSERVE CORP COM 34354P105 1,321 36,786 SH   SOLE   36,786 0 0
FORTUNE BRANDS HOME & SEC COM 34964C106 2,178 29,327 SH   SOLE   29,327 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,621 32,599 SH   SOLE   32,599 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 30,895 1,541,647 SH   SOLE   1,541,647 0 0
HOWMET AEROSPACE INC COM 443201108 11,667 324,630 SH   SOLE   324,630 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 11,480 87,410 SH   SOLE   87,410 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 1,043 4,196 SH   SOLE   4,196 0 0
LOUISIANA PAC CORP COM 546347105 4,906 78,971 SH   SOLE   78,971 0 0
MANPOWERGROUP INC WIS COM 56418H100 5,490 58,457 SH   SOLE   58,457 0 0
NUTRIEN LTD COM 67077M108 3,960 38,085 SH   SOLE   38,085 0 0
OLIN CORP COM PAR $1 680665205 1,064 20,348 SH   SOLE   20,348 0 0
ROBERT HALF INTL INC COM 770323103 1,949 17,066 SH   SOLE   17,066 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 1,426 16,369 SH   SOLE   16,369 0 0
SEALED AIR CORP NEW COM 81211K100 987 14,737 SH   SOLE   14,737 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 7,301 86,968 SH   SOLE   86,968 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 1,053 3,265 SH   SOLE   3,265 0 0
SONOCO PRODS CO COM 835495102 3,208 51,283 SH   SOLE   51,283 0 0
UNION PAC CORP COM 907818108 648 2,371 SH   SOLE   2,371 0 0
UNITED RENTALS INC COM 911363109 5,190 14,610 SH   SOLE   14,610 0 0
UNITED STATES STL CORP NEW COM 912909108 540 14,321 SH   SOLE   14,321 0 0
VISTEON CORP COM NEW 92839U206 1,226 11,234 SH   SOLE   11,234 0 0
VULCAN MATLS CO COM 929160109 3,302 17,975 SH   SOLE   17,975 0 0
WESCO INTL INC COM 95082P105 2,050 15,750 SH   SOLE   15,750 0 0
WESTROCK CO COM 96145D105 6,482 137,826 SH   SOLE   137,826 0 0
XPO LOGISTICS INC COM 983793100 2,266 31,132 SH   SOLE   31,132 0 0