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
ARCHER DANIELS MIDLAND CO COM 039483102 19,557 243,100 SH   SOLE   243,100 0 0
CANADIAN PAC RY LTD COM 13645T100 7,086 106,200 SH   SOLE   106,200 0 0
CONOCOPHILLIPS COM 20825C104 5,639 55,100 SH   SOLE   55,100 0 0
CSX CORP COM 126408103 12,316 462,300 SH   SOLE   462,300 0 0
DEERE & CO COM 244199105 24,019 71,936 SH   SOLE   71,936 0 0
ENPHASE ENERGY INC COM 29355A107 2,802 10,100 SH   SOLE   10,100 0 0
EXXON MOBIL CORP COM 30231G102 25,023 286,600 SH   SOLE   286,600 0 0
GENERAL MTRS CO COM 37045V100 18,606 579,800 SH   SOLE   579,800 0 0
GOGORO INC ORDINARY SHARES G9491K105 271 71,806 SH   SOLE   71,806 0 0
LIVENT CORP COM 53814L108 13,679 446,295 SH   SOLE   446,295 0 0
REPUBLIC SVCS INC COM 760759100 15,113 111,090 SH   SOLE   111,090 0 0
ROCKWELL AUTOMATION INC COM 773903109 5,360 24,919 SH   SOLE   24,919 0 0
SHELL PLC SPON ADS 780259305 18,690 375,600 SH   SOLE   375,600 0 0
TESLA INC COM 88160R101 16,525 62,300 SH   SOLE   62,300 0 0
UNITEDHEALTH GROUP INC COM 91324P102 17,979 35,600 SH   SOLE   35,600 0 0