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
AIR PRODS & CHEMS INC COM 009158106 2,089 8,975 SH   SOLE   8,975 0 0
ALASKA AIR GROUP INC COM 011659109 1,217 31,079 SH   SOLE   31,079 0 0
ALBEMARLE CORP COM 012653101 3,408 12,889 SH   SOLE   12,889 0 0
AMETEK INC COM 031100100 3,588 31,640 SH   SOLE   31,640 0 0
APTIV PLC SHS G6095L109 1,226 15,670 SH   SOLE   15,670 0 0
ARCBEST CORP COM 03937C105 1,053 14,479 SH   SOLE   14,479 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 2,148 22,622 SH   SOLE   22,622 0 0
AUTODESK INC COM 052769106 2,173 11,634 SH   SOLE   11,634 0 0
AUTOLIV INC COM 052800109 2,891 43,394 SH   SOLE   43,394 0 0
AXALTA COATING SYS LTD COM G0750C108 1,064 50,519 SH   SOLE   50,519 0 0
AZEK CO INC CL A 05478C105 1,574 94,687 SH   SOLE   94,687 0 0
BALL CORP COM 058498106 330 6,827 SH   SOLE   6,827 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1,084 11,734 SH   SOLE   11,734 0 0
CARLISLE COS INC COM 142339100 7,400 26,390 SH   SOLE   26,390 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1,975 20,508 SH   SOLE   20,508 0 0
CHENIERE ENERGY INC COM NEW 16411R208 623 3,757 SH   SOLE   3,757 0 0
CHEVRON CORP NEW COM 166764100 1,064 7,409 SH   SOLE   7,409 0 0
COLGATE PALMOLIVE CO COM 194162103 3,188 45,376 SH   SOLE   45,376 0 0
CUMMINS INC COM 231021106 5,395 26,510 SH   SOLE   26,510 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 1,154 21,747 SH   SOLE   21,747 0 0
DEERE & CO COM 244199105 4,230 12,668 SH   SOLE   12,668 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,147 40,869 SH   SOLE   40,869 0 0
DENBURY INC COM 24790A101 1,070 12,404 SH   SOLE   12,404 0 0
DXC TECHNOLOGY CO COM 23355L106 1,413 57,708 SH   SOLE   57,708 0 0
ELECTRONIC ARTS INC COM 285512109 537 4,642 SH   SOLE   4,642 0 0
ENPHASE ENERGY INC COM 29355A107 1,113 4,010 SH   SOLE   4,010 0 0
FORTIVE CORP COM 34959J108 3,505 60,118 SH   SOLE   60,118 0 0
FORTUNE BRANDS HOME & SEC COM 34964C106 2,195 40,885 SH   SOLE   40,885 0 0
GENERAC HLDGS INC COM 368736104 1,223 6,867 SH   SOLE   6,867 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 25,230 1,278,128 SH   SOLE   1,278,128 0 0
HOWMET AEROSPACE INC COM 443201108 10,314 333,450 SH   SOLE   333,450 0 0
INGERSOLL RAND INC COM 45687V106 2,173 50,234 SH   SOLE   50,234 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1,029 11,326 SH   SOLE   11,326 0 0
JOHNSON CTLS INTL PLC SHS G51502105 1,322 26,856 SH   SOLE   26,856 0 0
LEIDOS HOLDINGS INC COM 525327102 1,130 12,915 SH   SOLE   12,915 0 0
LENNOX INTL INC COM 526107107 4,657 20,913 SH   SOLE   20,913 0 0
LINCOLN ELEC HLDGS INC COM 533900106 2,040 16,230 SH   SOLE   16,230 0 0
LINDE PLC SHS G5494J103 2,080 7,715 SH   SOLE   7,715 0 0
LOUISIANA PAC CORP COM 546347105 1,965 38,382 SH   SOLE   38,382 0 0
LOWES COS INC COM 548661107 2,251 11,984 SH   SOLE   11,984 0 0
NATIONAL INSTRS CORP COM 636518102 1,653 43,788 SH   SOLE   43,788 0 0
NEXTERA ENERGY INC COM 65339F101 2,068 26,380 SH   SOLE   26,380 0 0
NUTRIEN LTD COM 67077M108 7,509 90,063 SH   SOLE   90,063 0 0
OLIN CORP COM PAR $1 680665205 13,551 316,016 SH   SOLE   316,016 0 0
OTIS WORLDWIDE CORP COM 68902V107 2,178 34,144 SH   SOLE   34,144 0 0
OWENS CORNING NEW COM 690742101 2,364 30,073 SH   SOLE   30,073 0 0
PARKER-HANNIFIN CORP COM 701094104 2,126 8,775 SH   SOLE   8,775 0 0
PLUG POWER INC COM NEW 72919P202 1,090 51,865 SH   SOLE   51,865 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 1,075 15,498 SH   SOLE   15,498 0 0
SHERWIN WILLIAMS CO COM 824348106 1,037 5,064 SH   SOLE   5,064 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 582 2,513 SH   SOLE   2,513 0 0
SONOCO PRODS CO COM 835495102 3,279 57,806 SH   SOLE   57,806 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 623 28,203 SH   SOLE   28,203 0 0
VISTEON CORP COM NEW 92839U206 3,068 28,930 SH   SOLE   28,930 0 0
VULCAN MATLS CO COM 929160109 3,239 20,540 SH   SOLE   20,540 0 0
WERNER ENTERPRISES INC COM 950755108 2,138 56,853 SH   SOLE   56,853 0 0
WESTROCK CO COM 96145D105 1,949 63,099 SH   SOLE   63,099 0 0