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
3M CO COM 88579Y101   18,094,933 140,173 SH   SOLE   140,173 0 0
AIR PRODS & CHEMS INC COM 009158106   37,420,091 129,017 SH   SOLE   129,017 0 0
AMAZON COM INC COM 023135106   12,038,149 54,871 SH   SOLE   54,871 0 0
APTIV PLC COM SHS G3265R107   24,427,872 403,900 SH   SOLE   403,900 0 0
BORGWARNER INC COM 099724106   2,925,252 92,018 SH   SOLE   92,018 0 0
BROADCOM INC COM 11135F101   5,419,028 23,374 SH   SOLE   23,374 0 0
CNH INDL N V SHS N20944109   6,443,904 568,747 SH   SOLE   568,747 0 0
CORTEVA INC COM 22052L104   36,669,139 643,770 SH   SOLE   643,770 0 0
CRH PLC ORD G25508105   16,539,615 178,768 SH   SOLE   178,768 0 0
CUMMINS INC COM 231021106   4,800,571 13,771 SH   SOLE   13,771 0 0
EASTMAN CHEM CO COM 277432100   12,930,273 141,593 SH   SOLE   141,593 0 0
EATON CORP PLC SHS G29183103   24,320,097 73,282 SH   SOLE   73,282 0 0
EMERSON ELEC CO COM 291011104   10,564,785 85,248 SH   SOLE   85,248 0 0
GENERAL MTRS CO COM 37045V100   30,967,289 581,327 SH   SOLE   581,327 0 0
HONEYWELL INTL INC COM 438516106   6,291,714 27,853 SH   SOLE   27,853 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   37,328,994 441,502 SH   SOLE   441,502 0 0
JOHNSON CTLS INTL PLC SHS G51502105   10,518,370 133,262 SH   SOLE   133,262 0 0
MICROSOFT CORP COM 594918104   2,116,352 5,021 SH   SOLE   5,021 0 0
NVIDIA CORPORATION COM 67066G104   23,061,085 171,726 SH   SOLE   171,726 0 0
NXP SEMICONDUCTORS N V COM N6596X109   4,678,080 22,507 SH   SOLE   22,507 0 0
RTX CORPORATION COM 75513E101   19,466,418 168,220 SH   SOLE   168,220 0 0
SPDR S&P 500 ETF TRUST TR UNIT 78462F103   3,227,543 5,507 SH   SOLE   5,507 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   65,749,951 332,928 SH   SOLE   332,928 0 0