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
AGCO CORP COM 001084102 3,836 51,645 SH   SOLE   3,836 0 0
AIR PRODS & CHEMS INC COM 009158106 34,076 114,402 SH   SOLE   34,076 0 0
ALBEMARLE CORP COM 012653101 5,071 56,796 SH   SOLE   5,071 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 4,912 160,848 SH   SOLE   4,912 0 0
CELANESE CORP DEL COM 150870103 8,930 83,105 SH   SOLE   8,930 0 0
CF INDS HLDGS INC COM 125269100 14,596 475,286 SH   SOLE   14,596 0 0
CROWN HOLDINGS INC COM 228368106 6,714 87,353 SH   SOLE   6,714 0 0
DANA INCORPORATED COM 235825205 5,351 434,295 SH   SOLE   5,351 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 8,513 62,949 SH   SOLE   8,513 0 0
GENERAL MTRS CO COM 37045V100 2,931 99,042 SH   SOLE   2,931 0 0
HONEYWELL INTL INC COM 438516106 14,573 88,530 SH   SOLE   14,573 0 0
HUNTSMAN CORP COM 447011107 14,078 633,853 SH   SOLE   14,078 0 0
INGERSOLL-RAND PLC SHS G47791101 4,833 135,772 SH   SOLE   4,833 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 9,416 76,896 SH   SOLE   9,416 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 2,855 70,151 SH   SOLE   2,855 0 0
L3 TECHNOLOGIES INC COM 502431109 9,544 56,193 SH   SOLE   9,544 0 0
LOWES COS INC COM 548661107 9,515 57,368 SH   SOLE   9,515 0 0
MERITOR INC COM 59001K100 4,744 226,551 SH   SOLE   4,744 0 0
MOSAIC CO NEW COM 61945C103 6,303 345,001 SH   SOLE   6,303 0 0
OTIS WORLDWIDE CORP COM 68902V107 67,577 1,082,611 SH   SOLE   67,577 0 0
PARKER HANNIFIN CORP COM 701094104 14,584 72,079 SH   SOLE   14,584 0 0
PTC INC COM 69370C100 4,914 59,404 SH   SOLE   4,914 0 0
ROCKWELL AUTOMATION INC COM 773903109 4,951 22,437 SH   SOLE   4,951 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 19,050 329,922 SH   SOLE   19,050 0 0
SHERWIN WILLIAMS CO COM 824348106 9,500 13,635 SH   SOLE   9,500 0 0
SOUTHWEST AIRLS CO COM 844741108 19,691 525,089 SH   SOLE   19,691 0 0
UNITED RENTALS INC COM 911363109 6,772 38,810 SH   SOLE   6,772 0 0
WERNER ENTERPRISES INC COM 950755108 2,803 66,764 SH   SOLE   2,803 0 0
WESTROCK CO COM 96145D105 19,653 565,726 SH   SOLE   19,653 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 9,864 345,856 SH   SOLE   9,864 0 0
WORTHINGTON INDS INC COM 981811102 3,033 168,803 SH   SOLE   3,033 0 0
CUMMINS INC COM 231021106 3,170 15,012 SH   SOLE   3,170 0 0
ECOLAB INC COM 278865100 5,016 25,099 SH   SOLE   5,016 0 0
ENPHASE ENERGY INC COM 29355A107 5,017 60,751 SH   SOLE   5,017 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 4,864 252,289 SH   SOLE   4,864 0 0
NAVISTAR INTL CORP PFD SR D CONV 638901306 1,996 45,841 SH   SOLE   1,996 0 0
SONOCO PRODS CO COM 835495102 13,816 270,538 SH   SOLE   13,816 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 4,940 40,744 SH   SOLE   4,940 0 0
WESTLAKE CHEM CORP COM 960413102 4,844 76,626 SH   SOLE   4,844 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 4,740 18,777 SH   SOLE   4,740 0 0