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
DOLE PLC ORD SHS G27907107   77,941,867 5,764,931 SH   SOLE   5,764,931 0 0
FERGUSON PLC NEW SHS G3421J106   136,960 868 SH   SOLE   868 0 0
FRONTLINE PLC COM M46528101   605,991 42,033 SH   SOLE   42,033 0 0
FERRARI NV COM N3167Y103   570,243 1,745 SH   SOLE   1,745 0 0
TORM PLC SHS CL A G89479102   216,743 9,186 SH   SOLE   9,186 0 0
GOLDEN OCEAN GROUP LTD SHS NEW G39637205   718,582 95,293 SH   SOLE   95,293 0 0
STELLANTIS N.V SHS N82405106   698,796 39,804 SH   SOLE   39,804 0 0
QIAGEN NV SHS NEW N72482123   3,987,550 88,833 SH   SOLE   88,833 0 0
CNH INDL N V SHS N20944109   3,841,293 266,607 SH   SOLE   266,607 0 0
ALPHABET INC CAP STK CL A 02079K305   6,252,530 52,235 SH   SOLE   52,235 0 0
FIRST SOLAR INC COM 336433107   2,673,616 14,065 SH   SOLE   14,065 0 0
PALO ALTO NETWORKS INC COM 697435105   3,825,283 15,100 SH   SOLE   15,100 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   3,010,320 133,200 SH   SOLE   133,200 0 0
ARISTA NETWORKS INC COM 040413106   3,688,324 22,759 SH   SOLE   22,759 0 0
PENTAIR PLC SHS G7S00T104   4,105,588 63,554 SH   SOLE   63,554 0 0
ALCON AG ORD SHS H01301128   3,942,503 47,600 SH   SOLE   47,600 0 0
DARLING INGREDIENTS INC COM 237266101   3,419,335 53,603 SH   SOLE   53,603 0 0