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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
SMITH A O CORP COM 831865209   1,044 15,096 SH   SOLE   15,096 0 0
ALBEMARLE CORP COM 012653101   152 3,625 SH   SOLE   3,625 0 0
AMETEK INC COM 031100100   1,036 7,129 SH   SOLE   7,129 0 0
APTIV PLC SHS G6095L109   1,789 15,948 SH   SOLE   15,948 0 0
AUTOLIV INC COM 052800109   1,769 18,947 SH   SOLE   18,947 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   463 4,995 SH   SOLE   4,995 0 0
CACI INTERNATIONAL CL A ORD CL A 127190304   251 848 SH   SOLE   848 0 0
CF INDS HLDGS INC COM 125269100   179 2,464 SH   SOLE   2,464 0 0
CHENIERE ENERGY ORD COM NEW 16411R208   953 6,045 SH   SOLE   6,045 0 0
COCA-COLA ORD COM 191216100   758 12,215 SH   SOLE   12,215 0 0
COLGATE PALMOLIVE ORD COM 194162103   763 10,151 SH   SOLE   10,151 0 0
CUMMINS INC COM 231021106   520 2,175 SH   SOLE   2,175 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203   273 5,826 SH   SOLE   5,826 0 0
DEERE & CO COM 244199105   1,047 2,537 SH   SOLE   2,537 0 0
DENBURY INC COM 24790A101   259 2,960 SH   SOLE   2,960 0 0
DOW INC COM 260557103   508 9,274 SH   SOLE   9,274 0 0
DUPONT DE NEMOURS INC COM 26614N102   1,014 14,128 SH   SOLE   14,128 0 0
FERGUSON PLC NEW SHS G3421J106   1,508 11,277 SH   SOLE   11,277 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,080 26,400 SH   SOLE   26,400 0 0
GENERAL MILLS ORD COM 370334104   502 5,873 SH   SOLE   5,873 0 0
HOWMET AEROSPACE INC COM 443201108   1,033 24,388 SH   SOLE   24,388 0 0
INGERSOLL RAND INC COM 45687V106   772 13,267 SH   SOLE   13,267 0 0
JOHNSON CTLS INTL PLC SHS G51502105   842 13,976 SH   SOLE   13,976 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   600 10,610 SH   SOLE   10,610 0 0
L3HARRIS TECHNOLOGIES ORD COM 502431109   507 2,582 SH   SOLE   2,582 0 0
LEIDOS HOLDINGS INC COM 525327102   752 8,172 SH   SOLE   8,172 0 0
LENNOX INTL INC COM 526107107   255 1,015 SH   SOLE   1,015 0 0
LITHIUM AMERS ORD COM NEW 53680Q207   120 5,533 SH   SOLE   5,533 0 0
MIDDLEBY CORP COM 596278101   1,026 6,999 SH   SOLE   6,999 0 0
NUTRIEN ORD COM 67077M108   407 5,506 SH   SOLE   5,506 0 0
OCCIDENTAL PETROLEUM ORD COM 674599105   251 4,019 SH   SOLE   4,019 0 0
OLD DOMINION FREIGHT LINE ORD COM 679580100   511 1,500 SH   SOLE   1,500 0 0
OTIS WORLDWIDE CORP COM 68902V107   937 11,101 SH   SOLE   11,101 0 0
OWENS CORNING NEW COM 690742101   592 6,178 SH   SOLE   6,178 0 0
PACCAR ORD COM 693718108   120 1,646 SH   SOLE   1,646 0 0
PALO ALTO NETWORKS ORD COM 697435105   780 3,905 SH   SOLE   3,905 0 0
PARKER-HANNIFIN CORP COM 701094104   999 2,973 SH   SOLE   2,973 0 0
PENTAIR ORD SHS G7S00T104   995 18,001 SH   SOLE   18,001 0 0
SAIA INC COM 78709Y105   753 2,767 SH   SOLE   2,767 0 0
SIGMA LITHIUM ORD COM 826599102   133 3,536 SH   SOLE   3,536 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   352 1,157 SH   SOLE   1,157 0 0
TESLA INC COM 88160R101   756 3,643 SH   SOLE   3,643 0 0
UNION PACIFIC ORD COM 907818108   2,251 11,187 SH   SOLE   11,187 0 0
UNITED AIRLINES HOLDINGS ORD COM 910047109   150 3,386 SH   SOLE   3,386 0 0
VISTEON ORD COM 92839U206   991 6,320 SH   SOLE   6,320 0 0
WHIRLPOOL CORP COM 963320106   530 4,015 SH   SOLE   4,015 0 0