UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| 3M CO | COM | 88579Y101 | 5,799 | 36,204 | SH | SOLE | 36,204 | 0 | 0 | ||
| ACUITY BRANDS INC | COM | 00508Y102 | 11,876 | 116,030 | SH | SOLE | 116,030 | 0 | 0 | ||
| ADIENT PLC | ORD SHS | G0084W101 | 3,079 | 177,647 | SH | SOLE | 177,647 | 0 | 0 | ||
| AGCO CORP | COM | 001084102 | 13,202 | 177,753 | SH | SOLE | 177,753 | 0 | 0 | ||
| ALLEGION PLC | ORD SHS | G0176J109 | 11,677 | 118,056 | SH | SOLE | 118,056 | 0 | 0 | ||
| ASHLAND GLOBAL HLDGS INC | COM | 044186104 | 10,858 | 153,108 | SH | SOLE | 153,108 | 0 | 0 | ||
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | 7,114 | 232,952 | SH | SOLE | 232,952 | 0 | 0 | ||
| CNH INDL N V | SHS | N20944109 | 2,528 | 323,336 | SH | SOLE | 323,336 | 0 | 0 | ||
| COLFAX CORP | COM | 194014106 | 3,915 | 124,836 | SH | SOLE | 124,836 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 11,514 | 51,952 | SH | SOLE | 51,952 | 0 | 0 | ||
| DUPONT DE NEMOURS INC | COM | 26614N102 | 5,206 | 93,839 | SH | SOLE | 93,839 | 0 | 0 | ||
| ELEMENT SOLUTIONS INC | COM | 28618M106 | 2,060 | 195,982 | SH | SOLE | 195,982 | 0 | 0 | ||
| F M C CORP | COM NEW | 302491303 | 12,092 | 114,168 | SH | SOLE | 114,168 | 0 | 0 | ||
| LENNOX INTL INC | COM | 526107107 | 1,278 | 4,687 | SH | SOLE | 4,687 | 0 | 0 | ||
| LINDE PLC | SHS | G5494J103 | 5,184 | 21,771 | SH | SOLE | 21,771 | 0 | 0 | ||
| PARKER-HANNIFIN CORP | COM | 701094104 | 11,396 | 56,319 | SH | SOLE | 56,319 | 0 | 0 | ||
| POLARIS INC | COM | 731068102 | 8,392 | 88,951 | SH | SOLE | 88,951 | 0 | 0 | ||
| PPG INDS INC | COM | 693506107 | 6,990 | 57,261 | SH | SOLE | 57,261 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 9,611 | 13,794 | SH | SOLE | 13,794 | 0 | 0 | ||
| STANLEY BLACK & DECKER INC | COM | 854502101 | 5,241 | 32,309 | SH | SOLE | 32,309 | 0 | 0 | ||
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 13,021 | 424,261 | SH | SOLE | 424,261 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 7,394 | 17,235 | SH | SOLE | 17,235 | 0 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 6,035 | 42,265 | SH | SOLE | 42,265 | 0 | 0 | ||
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | 3,817 | 31,478 | SH | SOLE | 31,478 | 0 | 0 | ||
| VISTEON CORP | COM NEW | 92839U206 | 14,211 | 205,305 | SH | SOLE | 205,305 | 0 | 0 | ||
| WHIRLPOOL CORP | COM | 963320106 | 6,883 | 37,431 | SH | SOLE | 37,431 | 0 | 0 | ||