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   4,746,956 30,590 SH   SOLE   30,590 0 0
ADIENT PLC ORD SHS G0084W101   4,354,049 180,816 SH   SOLE   180,816 0 0
ANALOG DEVICES INC COM 032654105   3,994,099 16,256 SH   SOLE   16,256 0 0
AUTOLIV INC COM 052800109   6,060,022 49,069 SH   SOLE   49,069 0 0
AXALTA COATING SYS LTD COM G0750C108   1,567,832 54,781 SH   SOLE   54,781 0 0
BROADCOM INC COM 11135F101   2,462,778 7,465 SH   SOLE   7,465 0 0
CATERPILLAR INC COM 149123101   16,396,305 34,363 SH   SOLE   34,363 0 0
CF INDS HLDGS INC COM 125269100   3,429,769 38,236 SH   SOLE   38,236 0 0
CIENA CORP COM NEW 171779309   1,712,497 11,756 SH   SOLE   11,756 0 0
CORTEVA INC COM 22052L104   25,393,577 375,478 SH   SOLE   375,478 0 0
CRH PLC ORD G25508105   63,785,002 531,985 SH   SOLE   531,985 0 0
CROWN HLDGS INC COM 228368106   30,399,867 314,731 SH   SOLE   314,731 0 0
CUMMINS INC COM 231021106   13,338,445 31,580 SH   SOLE   31,580 0 0
ELEMENT SOLUTIONS INC COM 28618M106   26,101,668 1,037,015 SH   SOLE   1,037,015 0 0
FEDEX CORP COM 31428X106   7,207,768 30,566 SH   SOLE   30,566 0 0
FREEPORT-MCMORAN INC CL B 35671D857   21,901,664 558,431 SH   SOLE   558,431 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   3,742,308 49,831 SH   SOLE   49,831 0 0
GENERAL MTRS CO COM 37045V100   15,125,864 248,087 SH   SOLE   248,087 0 0
HERSHEY CO COM 427866108   9,308,356 49,764 SH   SOLE   49,764 0 0
LINDE PLC SHS G54950103   4,543,375 9,565 SH   SOLE   9,565 0 0
MICROSOFT CORP COM 594918104   17,505,674 33,798 SH   SOLE   33,798 0 0
NVIDIA CORPORATION COM 67066G104   27,763,850 148,804 SH   SOLE   148,804 0 0
ORACLE CORP COM 68389X105   2,324,167 8,264 SH   SOLE   8,264 0 0
OTIS WORLDWIDE CORP COM 68902V107   3,546,021 38,784 SH   SOLE   38,784 0 0
PACKAGING CORP AMER COM 695156109   32,010,430 146,884 SH   SOLE   146,884 0 0
SMURFIT WESTROCK PLC SHS G8267P108   20,240,204 475,457 SH   SOLE   475,457 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   48,823,523 174,813 SH   SOLE   174,813 0 0
TIMKEN CO COM 887389104   14,142,411 188,114 SH   SOLE   188,114 0 0
UNITED AIRLS HLDGS INC COM 910047109   4,750,792 49,231 SH   SOLE   49,231 0 0
VISTEON CORP COM NEW 92839U206   2,263,436 18,884 SH   SOLE   18,884 0 0