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
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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   10,223,218 69,612 SH   SOLE   69,612 0 0
AIR PRODS & CHEMS INC COM 009158106   20,107,056 68,178 SH   SOLE   68,178 0 0
ANALOG DEVICES INC COM 032654105   14,524,072 72,019 SH   SOLE   72,019 0 0
CORTEVA INC COM 22052L104   31,728,110 504,181 SH   SOLE   504,181 0 0
CRH PLC ORD G25508105   9,094,427 103,381 SH   SOLE   103,381 0 0
DOVER CORP COM 260003108   11,423,416 65,024 SH   SOLE   65,024 0 0
DUPONT DE NEMOURS INC COM 26614N102   10,210,847 136,728 SH   SOLE   136,728 0 0
FREEPORT-MCMORAN INC CL B 35671D857   16,368,468 432,342 SH   SOLE   432,342 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   13,275,665 164,486 SH   SOLE   164,486 0 0
GENERAL MTRS CO COM 37045V100   1,019,846 21,685 SH   SOLE   21,685 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   4,473,563 22,425 SH   SOLE   22,425 0 0
JOHNSON CTLS INTL PLC SHS G51502105   42,647,199 532,358 SH   SOLE   532,358 0 0
RTX CORPORATION COM 75513E101   17,982,902 135,761 SH   SOLE   135,761 0 0
SMURFIT WESTROCK PLC SHS G8267P108   7,345,276 163,011 SH   SOLE   163,011 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   9,508,646 57,281 SH   SOLE   57,281 0 0