The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 264 | 2,564 | SH | SOLE | 2,564 | 0 | 0 | ||
ALBEMARLE CORP | COM | 012653101 | 141 | 827 | SH | SOLE | 827 | 0 | 0 | ||
AMETEK INC | COM | 031100100 | 1,476 | 9,990 | SH | SOLE | 9,990 | 0 | 0 | ||
APTIV PLC | SHS | G6095L109 | 1,089 | 11,043 | SH | SOLE | 11,043 | 0 | 0 | ||
AUTOLIV INC | COM | 052800109 | 801 | 8,301 | SH | SOLE | 8,301 | 0 | 0 | ||
CACI INTL INC | CL A | 127190304 | 257 | 820 | SH | SOLE | 820 | 0 | 0 | ||
CF INDS HLDGS INC | COM | 125269100 | 294 | 3,431 | SH | SOLE | 3,431 | 0 | 0 | ||
CHENIERE ENERGY ORD | COM NEW | 16411R208 | 277 | 1,671 | SH | SOLE | 1,671 | 0 | 0 | ||
COLGATE PALMOLIVE ORD | COM | 194162103 | 535 | 7,527 | SH | SOLE | 7,527 | 0 | 0 | ||
CRH PUBLIC LIMITED ORD | ADR | 12626K203 | 1,818 | 33,217 | SH | SOLE | 33,217 | 0 | 0 | ||
CSX ORD | COM | 126408103 | 513 | 16,691 | SH | SOLE | 16,691 | 0 | 0 | ||
DUPONT DE NEMOURS ORD | COM | 26614N102 | 487 | 6,527 | SH | SOLE | 6,527 | 0 | 0 | ||
FLOWSERVE ORD | COM | 34354P105 | 537 | 13,502 | SH | SOLE | 13,502 | 0 | 0 | ||
FORTIVE CORP | COM | 34959J108 | 1,106 | 14,908 | SH | SOLE | 14,908 | 0 | 0 | ||
FREEPORT-MCMORAN INC | CL B | 35671D857 | 259 | 6,952 | SH | SOLE | 6,952 | 0 | 0 | ||
GOODYEAR TIRE & RUBR CO | COM | 382550101 | 564 | 45,393 | SH | SOLE | 45,393 | 0 | 0 | ||
HONEYWELL INTL INC | COM | 438516106 | 1,548 | 8,379 | SH | SOLE | 8,379 | 0 | 0 | ||
HOWMET AEROSPACE INC | COM | 443201108 | 763 | 16,491 | SH | SOLE | 16,491 | 0 | 0 | ||
INGERSOLL RAND INC | COM | 45687V106 | 1,333 | 20,912 | SH | SOLE | 20,912 | 0 | 0 | ||
INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 258 | 3,783 | SH | SOLE | 3,783 | 0 | 0 | ||
INTERNATIONAL PAPER ORD | COM | 460146103 | 278 | 7,845 | SH | SOLE | 7,845 | 0 | 0 | ||
KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 | 1,058 | 21,105 | SH | SOLE | 21,105 | 0 | 0 | ||
L3HARRIS TECHNOLOGIES ORD | COM | 502431109 | 1,076 | 6,180 | SH | SOLE | 6,180 | 0 | 0 | ||
LENNOX INTERNATIONAL ORD | COM | 526107107 | 1,588 | 4,241 | SH | SOLE | 4,241 | 0 | 0 | ||
MICROSOFT ORD | COM | 594918104 | 242 | 767 | SH | SOLE | 767 | 0 | 0 | ||
NIKE CL B ORD | CL B | 654106103 | 264 | 2,757 | SH | SOLE | 2,757 | 0 | 0 | ||
OCCIDENTAL PETROLEUM ORD | COM | 674599105 | 306 | 4,717 | SH | SOLE | 4,717 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 249 | 2,352 | SH | SOLE | 2,352 | 0 | 0 | ||
OWENS CORNING NEW | COM | 690742101 | 512 | 3,751 | SH | SOLE | 3,751 | 0 | 0 | ||
PACCAR ORD | COM | 693718108 | 1,576 | 18,536 | SH | SOLE | 18,536 | 0 | 0 | ||
PALO ALTO NETWORKS ORD | COM | 697435105 | 252 | 1,073 | SH | SOLE | 1,073 | 0 | 0 | ||
PARKER-HANNIFIN CORP | COM | 701094104 | 1,328 | 3,409 | SH | SOLE | 3,409 | 0 | 0 | ||
PENTAIR ORD | SHS | G7S00T104 | 1,347 | 20,803 | SH | SOLE | 20,803 | 0 | 0 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 607 | 2,380 | SH | SOLE | 2,380 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 262 | 3,016 | SH | SOLE | 3,016 | 0 | 0 | ||
TECK RESOURCES LTD | CL B | 878742204 | 558 | 12,945 | SH | SOLE | 12,945 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 757 | 898 | SH | SOLE | 898 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 1,056 | 5,184 | SH | SOLE | 5,184 | 0 | 0 | ||
VERTIV HOLDINGS CO | COM CL A | 92537N108 | 521 | 14,014 | SH | SOLE | 14,014 | 0 | 0 | ||
VISTEON CORP | COM NEW | 92839U206 | 1,042 | 7,546 | SH | SOLE | 7,546 | 0 | 0 | ||
XPO INC | COM | 983793100 | 1,306 | 17,490 | SH | SOLE | 17,490 | 0 | 0 |