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
SMITH A O CORP COM 831865209   767 13,408 SH   SOLE   13,408 0 0
ALBEMARLE CORP COM 012653101   320 1,474 SH   SOLE   1,474 0 0
AMETEK INC COM 031100100   1,287 9,212 SH   SOLE   9,212 0 0
APTIV PLC SHS G6095L109   1,300 13,963 SH   SOLE   13,963 0 0
ARCBEST CORP COM 03937C105   317 4,530 SH   SOLE   4,530 0 0
AUTOLIV INC COM 052800109   651 8,505 SH   SOLE   8,505 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   972 9,304 SH   SOLE   9,304 0 0
CF INDS HLDGS INC COM 125269100   288 3,382 SH   SOLE   3,382 0 0
CROWN HLDGS INC COM 228368106   790 9,605 SH   SOLE   9,605 0 0
CUMMINS INC COM 231021106   965 3,984 SH   SOLE   3,984 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203   188 4,864 SH   SOLE   4,864 0 0
DEERE & CO COM 244199105   907 2,115 SH   SOLE   2,115 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   316 9,605 SH   SOLE   9,605 0 0
DENBURY INC COM 24790A101   481 5,528 SH   SOLE   5,528 0 0
DOW INC COM 260557103   320 6,358 SH   SOLE   6,358 0 0
DUPONT DE NEMOURS INC COM 26614N102   962 14,020 SH   SOLE   14,020 0 0
ENPHASE ENERGY INC COM 29355A107   330 1,244 SH   SOLE   1,244 0 0
FERGUSON PLC NEW SHS G3421J106   1,604 12,636 SH   SOLE   12,636 0 0
FORTIVE CORP COM 34959J108   959 14,922 SH   SOLE   14,922 0 0
FORTUNE BRANDS HOME & SEC COM 34964C106   316 5,535 SH   SOLE   5,535 0 0
FREEPORT-MCMORAN INC CL B 35671D857   748 19,672 SH   SOLE   19,672 0 0
HOWMET AEROSPACE INC COM 443201108   2,626 66,642 SH   SOLE   66,642 0 0
INGERSOLL RAND INC COM 45687V106   645 12,335 SH   SOLE   12,335 0 0
JOHNSON CTLS INTL PLC SHS G51502105   1,273 19,888 SH   SOLE   19,888 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   321 6,119 SH   SOLE   6,119 0 0
LEIDOS HOLDINGS INC COM 525327102   966 9,179 SH   SOLE   9,179 0 0
LENNOX INTL INC COM 526107107   940 3,929 SH   SOLE   3,929 0 0
LOUISIANA PAC CORP COM 546347105   1,255 21,207 SH   SOLE   21,207 0 0
LOWES COS INC COM 548661107   314 1,577 SH   SOLE   1,577 0 0
MIDDLEBY CORP COM 596278101   334 2,491 SH   SOLE   2,491 0 0
NEXTERA ENERGY INC COM 65339F101   323 3,866 SH   SOLE   3,866 0 0
OTIS WORLDWIDE CORP COM 68902V107   2,232 28,499 SH   SOLE   28,499 0 0
OWENS CORNING NEW COM 690742101   1,199 14,052 SH   SOLE   14,052 0 0
PARKER-HANNIFIN CORP COM 701094104   950 3,264 SH   SOLE   3,264 0 0
PLUG POWER INC COM NEW 72919P202   182 14,677 SH   SOLE   14,677 0 0
QUANTA SVCS INC COM 74762E102   313 2,193 SH   SOLE   2,193 0 0
SAIA INC COM 78709Y105   742 3,541 SH   SOLE   3,541 0 0
SHERWIN WILLIAMS CO COM 824348106   943 3,974 SH   SOLE   3,974 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   194 685 SH   SOLE   685 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   188 10,466 SH   SOLE   10,466 0 0
TESLA INC COM 88160R101   394 3,201 SH   SOLE   3,201 0 0
UNIVAR SOLUTIONS INC COM 91336L107   1,189 37,395 SH   SOLE   37,395 0 0
VISTEON CORP COM NEW 92839U206   975 7,449 SH   SOLE   7,449 0 0
WESCO INTL INC COM 95082P105   761 6,082 SH   SOLE   6,082 0 0
WHIRLPOOL CORP COM 963320106   319 2,252 SH   SOLE   2,252 0 0