AIR PRODS & CHEMS INC COM 009158106 6235 25929 SH SOLE 25929 0 0 ALASKA AIR GROUP INC COM 011659109 4023 100444 SH SOLE 100444 0 0 ALBEMARLE CORP COM 012653101 1064 5093 SH SOLE 5093 0 0 ALLEGIANT TRAVEL CO COM 01748X102 2015 17816 SH SOLE 17816 0 0 AMETEK INC COM 031100100 963 8763 SH SOLE 8763 0 0 APTIV PLC SHS G6095L109 937 10519 SH SOLE 10519 0 0 ARCBEST CORP COM 03937C105 1461 20766 SH SOLE 20766 0 0 ASHLAND GLOBAL HLDGS INC COM 044186104 510 4948 SH SOLE 4948 0 0 AXALTA COATING SYS LTD COM G0750C108 533 24094 SH SOLE 24094 0 0 AZEK CO INC CL A 05478C105 1099 65661 SH SOLE 65661 0 0 BALL CORP COM 058498106 3210 46677 SH SOLE 46677 0 0 BORGWARNER INC COM 099724106 680 20382 SH SOLE 20382 0 0 CARLISLE COS INC COM 142339100 5063 21217 SH SOLE 21217 0 0 CATERPILLAR INC COM 149123101 4586 25656 SH SOLE 25656 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 5691 56137 SH SOLE 56137 0 0 CATERPILLAR INC COM 149123101 500 3758 SH SOLE 3758 0 0 CHENIERE ENERGY INC COM NEW 16411R208 2141 34036 SH SOLE 34036 0 0 COLGATE PALMOLIVE CO COM 194162103 2195 27395 SH SOLE 27395 0 0 CUMMINS INC COM 231021106 4718 24380 SH SOLE 24380 0 0 DANA INC COM 235825205 542 38493 SH SOLE 38493 0 0 DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 1642 22999 SH SOLE 22999 0 0 DEERE & CO COM 244199105 3969 13253 SH SOLE 13253 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 3995 137889 SH SOLE 137889 0 0 ENPHASE ENERGY INC COM 29355A107 540 2767 SH SOLE 2767 0 0 LAUDER ESTEE COS INC CL A 518439104 2986 11726 SH SOLE 11726 0 0 FEDEX CORP COM 31428X106 2838 12517 SH SOLE 12517 0 0 FERGUSON PLC NEW SHS G3421J106 2945 26604 SH SOLE 26604 0 0 FORTIVE CORP COM 34959J108 958 17620 SH SOLE 17620 0 0 FORTUNE BRANDS HOME & SEC COM 34964C106 3074 51331 SH SOLE 51331 0 0 GENERAC HLDGS INC COM 368736104 466 2215 SH SOLE 2215 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 45507 2219839 SH SOLE 2219839 0 0 HOWMET AEROSPACE INC COM 443201108 10272 326622 SH SOLE 326622 0 0 INGERSOLL RAND INC COM 45687V106 876 20806 SH SOLE 20806 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 7247 60835 SH SOLE 60835 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 3305 13674 SH SOLE 13674 0 0 LOUISIANA PAC CORP COM 546347105 5182 98866 SH SOLE 98866 0 0 LOWES COS INC COM 548661107 1989 11390 SH SOLE 11390 0 0 MASCO CORP COM 574599106 3982 52109 SH SOLE 52109 0 0 MANPOWERGROUP INC WIS COM 56418H100 3094 61137 SH SOLE 61137 0 0 MERCURY SYS INC COM 589378108 1026 15947 SH SOLE 15947 0 0 NATIONAL INSTRS CORP COM 636518102 1481 47418 SH SOLE 47418 0 0 NEWMONT CORP COM 651639106 2553 42791 SH SOLE 42791 0 0 NUTRIEN LTD COM 67077M108 5152 64646 SH SOLE 64646 0 0 OLIN CORP COM PAR $1 680665205 10007 216223 SH SOLE 216223 0 0 OTIS WORLDWIDE CORP COM 68902V107 5202 73606 SH SOLE 73606 0 0 OWENS CORNING NEW COM 690742101 5012 67445 SH SOLE 67445 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 5400 56190 SH SOLE 56190 0 0 ROBERT HALF INTL INC COM 770323103 536 7161 SH SOLE 7161 0 0 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 1943 28885 SH SOLE 28885 0 0 SENSIENT TECHNOLOGIES CORP COM 81725T100 4184 51938 SH SOLE 51938 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 526 1921 SH SOLE 1921 0 0 SONOCO PRODS CO COM 835495102 6165 108083 SH SOLE 108083 0 0 SUNNOVA ENERGY INTL INC. COM 86745K104 1474 79973 SH SOLE 79973 0 0 UNITED RENTALS INC COM 911363109 2477 10199 SH SOLE 10199 0 0 UNIVAR SOLUTIONS INC COM 91336L107 987 39703 SH SOLE 39703 0 0 VISTEON CORP COM NEW 92839U206 1084 10470 SH SOLE 10470 0 0 VULCAN MATLS CO COM 929160109 3933 27676 SH SOLE 27676 0 0 WESTROCK CO COM 96145D105 4757 119395 SH SOLE 119395 0 0 XPO LOGISTICS INC COM 983793100 990 20554 SH SOLE 20554 0 0