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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALBEMARLE CORP COM 012653101 4,072 18,594 SH   SOLE   4,072 0 0
ALCOA CORP COM 013872106 5,996 122,509 SH   SOLE   5,996 0 0
ALTERYX INC COM CL A 02156B103 8,537 116,788 SH   SOLE   8,537 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 4,199 204,612 SH   SOLE   4,199 0 0
APTIV PLC SHS G6095L109 17,372 116,611 SH   SOLE   17,372 0 0
AZEK CO INC AZEK CO INC 05478C105 7,610 208,313 SH   SOLE   7,610 0 0
BLOOM ENERGY CORP COM CL A 093712107 8,236 439,934 SH   SOLE   8,236 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 16,820 324,965 SH   SOLE   16,820 0 0
CF INDS HLDGS INC COM 125269100 25,856 463,207 SH   SOLE   25,856 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 9,222 106,003 SH   SOLE   9,222 0 0
CROWN HLDGS INC COM 228368106 29,916 296,843 SH   SOLE   29,916 0 0
CSX CORP COM 126408103 12,849 432,057 SH   SOLE   12,849 0 0
DANA INC COM 235825205 9,675 435,005 SH   SOLE   9,675 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 13,632 239,162 SH   SOLE   13,632 0 0
DEERE & CO COM 244199105 4,442 13,257 SH   SOLE   4,442 0 0
EAGLE MATLS INC COM 26969P108 5,784 44,102 SH   SOLE   5,784 0 0
EATON CORP PLC CALL G29183903 4,172 27,942 SH   SOLE   4,172 0 0
EMERSON ELEC CO COM 291011104 4,154 44,099 SH   SOLE   4,154 0 0
ENPHASE ENERGY INC COM 29355A107 8,104 54,036 SH   SOLE   8,104 0 0
FEDEX CORP COM 31428X106 7,578 34,557 SH   SOLE   7,578 0 0
FIRST SOLAR INC COM 336433107 34,888 365,470 SH   SOLE   34,888 0 0
FORD MTR CO DEL COM 345370860 6,999 494,286 SH   SOLE   6,999 0 0
GENERAC HLDGS INC COM 368736104 4,537 11,101 SH   SOLE   4,537 0 0
GENERAL MTRS CO COM 37045V100 39,078 741,379 SH   SOLE   39,078 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 41,813 2,196,060 SH   SOLE   41,813 0 0
HEXCEL CORP NEW COM 428291108 16,655 280,437 SH   SOLE   16,655 0 0
HOWMET AEROSPACE INC COM 443201108 17,774 569,681 SH   SOLE   17,774 0 0
HUNTSMAN CORP COM 447011107 17,073 576,974 SH   SOLE   17,073 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 42,444 317,408 SH   SOLE   42,444 0 0
JOHNSON & JOHNSON COM 478160104 7,856 115,392 SH   SOLE   7,856 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 2,304 8,513 SH   SOLE   2,304 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 2,335 104,662 SH   SOLE   2,335 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 25,442 115,518 SH   SOLE   25,442 0 0
LOUISIANA PAC CORP COM 546347105 45,439 740,405 SH   SOLE   45,439 0 0
MAGNA INTL INC COM 559222401 4,649 61,789 SH   SOLE   4,649 0 0
NORFOLK SOUTHN CORP COM 655844108 13,019 54,416 SH   SOLE   13,019 0 0
OLIN CORP COM PAR $1 680665205 26,919 557,906 SH   SOLE   26,919 0 0
OTIS WORLDWIDE CORP COM 68902V107 41,688 506,664 SH   SOLE   41,688 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 18,513 215,372 SH   SOLE   18,513 0 0
SEALED AIR CORP NEW COM 81211K100 24,702 450,852 SH   SOLE   24,702 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 38,156 418,933 SH   SOLE   38,156 0 0
SHERWIN WILLIAMS CO COM 824348106 17,013 60,820 SH   SOLE   17,013 0 0
SOUTHWEST AIRLS CO COM 844741108 16,831 327,265 SH   SOLE   16,831 0 0
SPX FLOW INC COM 78469X107 4,200 57,457 SH   SOLE   4,200 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 8,247 250,373 SH   SOLE   8,247 0 0
TENABLE HLDGS INC COM 88025T102 4,590 99,472 SH   SOLE   4,590 0 0
TRANSDIGM GROUP INC COM 893641100 26,549 42,507 SH   SOLE   26,549 0 0
TRIUMPH GROUP INC NEW COM 896818101 4,223 226,698 SH   SOLE   4,223 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 5,953 241,489 SH   SOLE   5,953 0 0
UNITED RENTALS INC COM 911363109 33,322 94,953 SH   SOLE   33,322 0 0
VULCAN MATLS CO COM 929160109 28,625 169,216 SH   SOLE   28,625 0 0
WERNER ENTERPRISES INC COM 950755108 8,098 182,921 SH   SOLE   8,098 0 0
WESTLAKE CHEM CORP COM 960413102 18,387 201,746 SH   SOLE   18,387 0 0
WESTROCK CO COM 96145D105 46,010 923,336 SH   SOLE   46,010 0 0
WOODWARD INC COM 980745103 16,986 150,053 SH   SOLE   16,986 0 0