#	Issuer	Ticker	Shares	Value	% of Portfolio
1	MACYS INC	55616P104	10,965,149	$241.8M	14.40%
2	HP INC	HPQ	6,010,052	$133.9M	7.97%
3	EXELON CORP	EXC	1,803,760	$78.6M	4.68%
4	LEAR CORP	LEA	589,753	$67.6M	4.02%
5	GOLD FIELDS LTD	GFIOF	1,335,993	$58.3M	3.47%
6	SOCIEDAD QUIMICA Y MINERA DE	833635105	846,610	$58.2M	3.47%
7	JOHNSON & JOHNSON	JNJ	266,405	$55.1M	3.28%
8	MOLSON COORS BEVERAGE CO	TAP-A	1,104,632	$51.6M	3.07%
9	OMNICOM GROUP INC	OMC	557,401	$45.0M	2.68%
10	GRUPO FINANCIERO GALICIA S.A	GGAL	816,201	$44.0M	2.62%
11	SYSCO CORP	SYY	528,494	$38.9M	2.32%
12	PAYCHEX INC	PAYX	334,959	$37.6M	2.24%
13	VISTA ENERGY S.A.B. DE C.V.	VSOGF	746,132	$36.3M	2.16%
14	KEURIG DR PEPPER INC	KDP	1,269,368	$35.6M	2.12%
15	AMERICAN TOWER CORP NEW	03027X100	200,944	$35.3M	2.10%
16	VALE S A	VALE	2,500,707	$32.6M	1.94%
17	CONSTELLATION ENERGY CORP	CEG	90,481	$32.0M	1.90%
18	CMS ENERGY CORP	CMS-PC	439,807	$30.8M	1.83%
19	NEXTERA ENERGY INC	NEE-PW	372,225	$29.9M	1.78%
20	PHILIP MORRIS INTL INC	718172109	180,661	$29.0M	1.73%