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
ADVANCED MICRO DEVICES INC COM 007903107   255 2,238 SH   SOLE   2,238 0 0
ALBEMARLE CORP COM 012653101   265 1,190 SH   SOLE   1,190 0 0
ALPHABET INC CAP STK CL A 02079K305   150 1,254 SH   SOLE   1,254 0 0
AMETEK INC COM 031100100   1,298 8,019 SH   SOLE   8,019 0 0
APTIV PLC SHS G6095L109   747 7,321 SH   SOLE   7,321 0 0
AUTOLIV INC COM 052800109   797 9,374 SH   SOLE   9,374 0 0
CACI INTL INC CL A 127190304   533 1,564 SH   SOLE   1,564 0 0
CF INDS HLDGS INC COM 125269100   251 3,615 SH   SOLE   3,615 0 0
CHENIERE ENERGY ORD COM NEW 16411R208   518 3,397 SH   SOLE   3,397 0 0
CNH INDL N V SHS N20944109   153 10,607 SH   SOLE   10,607 0 0
COCA COLA CO COM 191216100   497 8,260 SH   SOLE   8,260 0 0
COLGATE PALMOLIVE ORD COM 194162103   506 6,571 SH   SOLE   6,571 0 0
DOW INC COM 260557103   261 4,901 SH   SOLE   4,901 0 0
EATON CORP PLC SHS G29183103   1,627 8,092 SH   SOLE   8,092 0 0
FERGUSON PLC NEW SHS G3421J106   1,301 8,269 SH   SOLE   8,269 0 0
FORTIVE CORP COM 34959J108   1,050 14,049 SH   SOLE   14,049 0 0
FREEPORT-MCMORAN INC CL B 35671D857   770 19,261 SH   SOLE   19,261 0 0
GENERAL MLS INC COM 370334104   143 1,867 SH   SOLE   1,867 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   585 42,727 SH   SOLE   42,727 0 0
HAYWARD HLDGS INC COM 421298100   577 44,902 SH   SOLE   44,902 0 0
HONEYWELL INTL INC COM 438516106   1,040 5,012 SH   SOLE   5,012 0 0
HOWMET AEROSPACE INC COM 443201108   1,059 21,378 SH   SOLE   21,378 0 0
INGERSOLL RAND INC COM 45687V106   1,499 22,929 SH   SOLE   22,929 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   251 3,159 SH   SOLE   3,159 0 0
JOHNSON CTLS INTL PLC SHS G51502105   1,048 15,386 SH   SOLE   15,386 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   1,072 19,298 SH   SOLE   19,298 0 0
L3HARRIS TECHNOLOGIES ORD COM 502431109   1,045 5,337 SH   SOLE   5,337 0 0
LENNOX INTL INC COM 526107107   1,476 4,526 SH   SOLE   4,526 0 0
LINDE PLC SHS G54950103   1,307 3,430 SH   SOLE   3,430 0 0
MASTEC INC COM 576323109   796 6,750 SH   SOLE   6,750 0 0
NORFOLK SOUTHN CORP COM 655844108   764 3,369 SH   SOLE   3,369 0 0
ORACLE CORP COM 68389X105   148 1,240 SH   SOLE   1,240 0 0
OWENS CORNING NEW COM 690742101   1,284 9,839 SH   SOLE   9,839 0 0
PACCAR ORD COM 693718108   1,588 18,982 SH   SOLE   18,982 0 0
PARKER-HANNIFIN CORP COM 701094104   1,286 3,298 SH   SOLE   3,298 0 0
PENTAIR ORD SHS G7S00T104   1,270 19,652 SH   SOLE   19,652 0 0
SHERWIN WILLIAMS CO COM 824348106   1,607 6,053 SH   SOLE   6,053 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   504 4,995 SH   SOLE   4,995 0 0
TECK RESOURCES LTD CL B 878742204   588 13,966 SH   SOLE   13,966 0 0
TRANSDIGM GROUP INC COM 893641100   1,084 1,212 SH   SOLE   1,212 0 0
UNION PAC CORP COM 907818108   753 3,678 SH   SOLE   3,678 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   573 23,124 SH   SOLE   23,124 0 0
VISTEON CORP COM NEW 92839U206   1,411 9,826 SH   SOLE   9,826 0 0
XPO INC COM 983793100   754 12,785 SH   SOLE   12,785 0 0