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
ADVANCED MICRO DEVICES INC COM 007903107   264 2,564 SH   SOLE   2,564 0 0
ALBEMARLE CORP COM 012653101   141 827 SH   SOLE   827 0 0
AMETEK INC COM 031100100   1,476 9,990 SH   SOLE   9,990 0 0
APTIV PLC SHS G6095L109   1,089 11,043 SH   SOLE   11,043 0 0
AUTOLIV INC COM 052800109   801 8,301 SH   SOLE   8,301 0 0
CACI INTL INC CL A 127190304   257 820 SH   SOLE   820 0 0
CF INDS HLDGS INC COM 125269100   294 3,431 SH   SOLE   3,431 0 0
CHENIERE ENERGY ORD COM NEW 16411R208   277 1,671 SH   SOLE   1,671 0 0
COLGATE PALMOLIVE ORD COM 194162103   535 7,527 SH   SOLE   7,527 0 0
CRH PUBLIC LIMITED ORD ADR 12626K203   1,818 33,217 SH   SOLE   33,217 0 0
CSX ORD COM 126408103   513 16,691 SH   SOLE   16,691 0 0
DUPONT DE NEMOURS ORD COM 26614N102   487 6,527 SH   SOLE   6,527 0 0
FLOWSERVE ORD COM 34354P105   537 13,502 SH   SOLE   13,502 0 0
FORTIVE CORP COM 34959J108   1,106 14,908 SH   SOLE   14,908 0 0
FREEPORT-MCMORAN INC CL B 35671D857   259 6,952 SH   SOLE   6,952 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   564 45,393 SH   SOLE   45,393 0 0
HONEYWELL INTL INC COM 438516106   1,548 8,379 SH   SOLE   8,379 0 0
HOWMET AEROSPACE INC COM 443201108   763 16,491 SH   SOLE   16,491 0 0
INGERSOLL RAND INC COM 45687V106   1,333 20,912 SH   SOLE   20,912 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   258 3,783 SH   SOLE   3,783 0 0
INTERNATIONAL PAPER ORD COM 460146103   278 7,845 SH   SOLE   7,845 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   1,058 21,105 SH   SOLE   21,105 0 0
L3HARRIS TECHNOLOGIES ORD COM 502431109   1,076 6,180 SH   SOLE   6,180 0 0
LENNOX INTERNATIONAL ORD COM 526107107   1,588 4,241 SH   SOLE   4,241 0 0
MICROSOFT ORD COM 594918104   242 767 SH   SOLE   767 0 0
NIKE CL B ORD CL B 654106103   264 2,757 SH   SOLE   2,757 0 0
OCCIDENTAL PETROLEUM ORD COM 674599105   306 4,717 SH   SOLE   4,717 0 0
ORACLE CORP COM 68389X105   249 2,352 SH   SOLE   2,352 0 0
OWENS CORNING NEW COM 690742101   512 3,751 SH   SOLE   3,751 0 0
PACCAR ORD COM 693718108   1,576 18,536 SH   SOLE   18,536 0 0
PALO ALTO NETWORKS ORD COM 697435105   252 1,073 SH   SOLE   1,073 0 0
PARKER-HANNIFIN CORP COM 701094104   1,328 3,409 SH   SOLE   3,409 0 0
PENTAIR ORD SHS G7S00T104   1,347 20,803 SH   SOLE   20,803 0 0
SHERWIN WILLIAMS CO COM 824348106   607 2,380 SH   SOLE   2,380 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   262 3,016 SH   SOLE   3,016 0 0
TECK RESOURCES LTD CL B 878742204   558 12,945 SH   SOLE   12,945 0 0
TRANSDIGM GROUP INC COM 893641100   757 898 SH   SOLE   898 0 0
UNION PAC CORP COM 907818108   1,056 5,184 SH   SOLE   5,184 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   521 14,014 SH   SOLE   14,014 0 0
VISTEON CORP COM NEW 92839U206   1,042 7,546 SH   SOLE   7,546 0 0
XPO INC COM 983793100   1,306 17,490 SH   SOLE   17,490 0 0