| LINDE PLC | 8.77 | 45,575 |
| BHP GROUP LTD | 6.19 | 480,819 |
| LAIR LIQUIDE SOCIETE ANONYME POUR | 4.28 | 54,811 |
| SHERWIN WILLIAMS | 3.39 | 22,003 |
| SHIN ETSU CHEMICAL LTD | 3.20 | 189,900 |
| RIO TINTO PLC | 2.89 | 100,949 |
| FREEPORT MCMORAN INC | 2.74 | 135,979 |
| AIR PRODUCTS AND CHEMICALS INC | 2.53 | 21,077 |
| ECOLAB INC | 2.47 | 24,009 |
| NEWMONT | 2.34 | 108,596 |
| GLENCORE PLC | 2.16 | 935,244 |
| SIKA AG | 2.04 | 15,218 |
| HOLCIM LTD AG | 1.98 | 50,138 |
| BASF N | 1.81 | 84,466 |
| GIVAUDAN SA | 1.67 | 754 |
| ANGLO AMERICAN PLC | 1.67 | 126,812 |
| VALE ADR REPRESENTING ONE SA | 1.61 | 341,751 |
| CORTEVA INC | 1.55 | 65,531 |
| AGNICO EAGLE MINES LTD | 1.54 | 47,395 |
| DOW INC | 1.46 | 66,453 |
| DUPONT DE NEMOURS INC | 1.42 | 39,582 |
| NUCOR CORP | 1.37 | 22,543 |
| BARRICK GOLD CORP | 1.34 | 166,172 |
| RIO TINTO LTD | 1.27 | 35,130 |
| VULCAN MATERIALS | 1.27 | 12,520 |
| MARTIN MARIETTA MATERIALS INC | 1.26 | 5,803 |
| PPG INDUSTRIES INC | 1.18 | 22,153 |
| DSM FIRMENICH AG | 1.09 | 19,647 |
| WHEATON PRECIOUS METALS CORP | 1.06 | 42,930 |
| INTERNATIONAL FLAVORS & FRAGRANCES | 1.02 | 24,195 |
| NOVOZYMES B | 0.97 | 33,347 |
| LYONDELLBASELL INDUSTRIES NV CLASS | 0.95 | 24,613 |
| SMURFIT WESTROCK PLC | 0.93 | 46,694 |
| FORTESCUE LTD | 0.92 | 159,416 |
| TECK RESOURCES SUBORDINATE VOTING | 0.92 | 43,655 |
| FRANCO NEVADA CORP | 0.91 | 18,212 |
| NUTRIEN LTD | 0.91 | 46,817 |
| POSCO | 0.86 | 7,205 |
| NIPPON STEEL CORP | 0.83 | 92,429 |
| BALL CORP | 0.80 | 29,207 |
| PACKAGING CORP OF AMERICA | 0.73 | 8,390 |
| STEEL DYNAMICS INC | 0.71 | 13,953 |
| SYMRISE AG | 0.70 | 12,567 |
| UPM-KYMMENE | 0.68 | 50,511 |
| AVERY DENNISON CORP | 0.68 | 7,581 |
| GRUPO MEXICO B | 0.66 | 293,170 |
| JAMES HARDIE INDUSTRIES CDI PLC | 0.66 | 40,820 |
| INTERNATIONAL PAPER | 0.65 | 32,933 |
| AMCOR PLC | 0.62 | 136,007 |
| CF INDUSTRIES HOLDINGS INC | 0.60 | 17,193 |
| CELANESE CORP | 0.57 | 10,340 |
| HEIDELBERG MATERIALS AG | 0.56 | 12,751 |
| EASTMAN CHEMICAL | 0.50 | 11,075 |
| LG CHEM LTD | 0.49 | 4,489 |
| NORTHERN STAR RESOURCES LTD | 0.49 | 109,050 |
| AKZO NOBEL NV | 0.46 | 16,200 |
| ARCELORMITTAL SA | 0.46 | 43,338 |
| NITTO DENKO CORP | 0.46 | 68,000 |
| SOUTH32 LTD | 0.45 | 430,245 |
| COVESTRO AG | 0.45 | 17,952 |
| KINROSS GOLD CORP | 0.44 | 116,543 |
| ALBEMARLE CORP | 0.42 | 11,063 |
| ASAHI KASEI CORP | 0.40 | 131,500 |
| SOUTHERN COPPER CORP | 0.38 | 8,132 |
| FIRST QUANTUM MINERALS LTD | 0.37 | 66,674 |
| TORAY INDUSTRIES INC | 0.37 | 153,700 |
| ANTOFAGASTA PLC | 0.35 | 32,472 |
| CEMEX CPO | 0.35 | 1,424,810 |
| BOLIDEN | 0.35 | 25,740 |
| MITSUBISHI CHEMICAL GROUP CORP | 0.35 | 134,900 |
| CCL INDUSTRIES INC CLASS B | 0.35 | 14,071 |
| NORSK HYDRO | 0.33 | 126,776 |
| SVENSKA CELLULOSA B | 0.33 | 56,428 |
| JFE HOLDINGS INC | 0.33 | 60,600 |
| MOSAIC | 0.33 | 30,246 |
| SMITH (DS) PLC | 0.32 | 129,805 |
| MONDI PLC | 0.32 | 41,540 |
| FMC CORP | 0.31 | 11,748 |
| SUMITOMO METAL MINING LTD | 0.31 | 25,800 |
| NIPPON PAINT HOLDINGS LTD | 0.31 | 100,800 |
| CRODA INTERNATIONAL PLC | 0.31 | 13,413 |
| STORA ENSO CLASS R | 0.30 | 57,642 |
| SIG GROUP N AG | 0.30 | 32,737 |
| BLUESCOPE STEEL LTD | 0.26 | 41,627 |
| SYENSQO SA | 0.25 | 6,878 |
| PILBARA MINERALS LTD | 0.24 | 266,221 |
| MINERAL RESOURCES LTD | 0.24 | 16,414 |
| ARKEMA SA | 0.23 | 5,936 |
| SOCIEDAD QUIMICA Y MINERA DE CHILE | 0.23 | 13,421 |
| AUD CASH | 0.22 | 788,430 |
| YARA INTERNATIONAL | 0.20 | 15,343 |
| GERDAU SA ADR REPRESENTINGPREF | 0.18 | 130,597 |
| JOHNSON MATTHEY PLC | 0.15 | 18,220 |
| SSAB CLASS B | 0.12 | 59,734 |
| GBP CASH | 0.11 | 198,081 |
| UMICORE SA | 0.10 | 18,783 |
| BLK CSH FND TREASURY SL AGENCY | 0.08 | 210,000 |
| EMPRESAS CMPC SA | 0.08 | 106,895 |
| USD CASH | 0.07 | 177,600 |
| JPY CASH | 0.07 | 24,875,069 |
| CASH COLLATERAL USD HBCFT | 0.01 | 36,000 |
| CASH COLLATERAL GBP HBCFT | 0.01 | 24,000 |
| EUR CASH | 0.01 | 26,268 |
