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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 10,853 79,500 SH   SOLE   79,500 0 0
ABBVIE INC COM 00287Y109 4,061 53,300 SH   SOLE   53,300 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 1,670 17,900 SH   SOLE   17,900 0 0
AECOM COM 00766T100 8,328 279,000 SH   SOLE   279,000 0 0
ALAMO GROUP INC COM 011311107 1,998 22,500 SH   SOLE   22,500 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 3,158 235,664 SH   SOLE   235,664 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 909 27,000 SH   SOLE   27,000 0 0
ALTRIA GROUP INC COM 02209S103 4,269 110,400 SH   SOLE   110,400 0 0
AMEREN CORP COM 023608102 6,470 88,840 SH   SOLE   88,840 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 1,297 106,400 SH   SOLE   106,400 0 0
AMERICAN EXPRESS CO COM 025816109 899 10,500 SH   SOLE   10,500 0 0
AMERICAN FINL GROUP INC OHIO COM COM 025932104 6,812 97,200 SH   SOLE   97,200 0 0
AMERICAN WOODMARK CORPORATION COM COM 030506109 1,180 25,900 SH   SOLE   25,900 0 0
AMERICAS CAR MART INC COM 03062T105 1,442 25,596 SH   SOLE   25,596 0 0
AMGEN INC COM 031162100 6,974 34,400 SH   SOLE   34,400 0 0
ANNALY CAPITAL MANAGEMENT INC COM COM 035710409 127 25,000 SH   SOLE   25,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 4,060 115,400 SH   SOLE   115,400 0 0
ARCONIC INC COM 03965L100 1,535 95,600 SH   SOLE   95,600 0 0
ARCOSA INC COM 039653100 2,440 61,400 SH   SOLE   61,400 0 0
ASSOCIATED BANC CORP COM 045487105 1,599 125,000 SH   SOLE   125,000 0 0
AT&T INC COM 00206R102 3,829 131,360 SH   SOLE   131,360 0 0
ATKORE INTL GROUP INC COM 047649108 1,420 67,400 SH   SOLE   67,400 0 0
ATLANTIC UN BANKSHARES CORP COM 04911A107 1,643 75,000 SH   SOLE   75,000 0 0
ATMOS ENERGY CORP COM 049560105 31,663 319,086 SH   SOLE   319,086 0 0
AUTOMATIC DATA PROCESSING INC COM COM 053015103 892 6,526 SH   SOLE   6,526 0 0
AUTOZONE INC COM 053332102 2,030 2,400 SH   SOLE   2,400 0 0
AVANGRID INC COM 05351W103 6,825 155,900 SH   SOLE   155,900 0 0
AVISTA CORP COM 05379B107 2,123 49,972 SH   SOLE   49,972 0 0
BANC OF CALIFORNIA INC COM 05990K106 1,720 215,000 SH   SOLE   215,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 3,789 112,500 SH   SOLE   112,500 0 0
BENCHMARK ELECTRS INC COM 08160H101 1,639 81,974 SH   SOLE   81,974 0 0
BERKSHIRE HATHAWAY INC - CL A CL A 084670108 17,136 63 SH   SOLE   63 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,737 9,500 SH   SOLE   9,500 0 0
BERKSHIRE HILLS BANCORP INC COM 084680107 1,635 110,000 SH   SOLE   110,000 0 0
BEST BUY INC COM 086516101 3,471 60,900 SH   SOLE   60,900 0 0
BIOGEN INC COM 09062X103 2,404 7,600 SH   SOLE   7,600 0 0
BK OF AMERICA CORP COM 060505104 1,783 84,000 SH   SOLE   84,000 0 0
BLACK HILLS CORP COM 092113109 8,026 125,347 SH   SOLE   125,347 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 1,686 37,000 SH   SOLE   37,000 0 0
BMC STK HLDGS INC COM 05591B109 1,658 93,500 SH   SOLE   93,500 0 0
BP PLC SPONSORED ADR 055622104 3,493 143,200 SH   SOLE   143,200 0 0
BRIGHTHOUSE FINL INC COM 10922N103 6,526 270,000 SH   SOLE   270,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 4,303 77,200 SH   SOLE   77,200 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 2,089 47,200 SH   SOLE   47,200 0 0
BROOKLINE BANCORP INC DEL COM 11373M107 1,692 150,000 SH   SOLE   150,000 0 0
BUCKLE INC COM 118440106 1,486 108,400 SH   SOLE   108,400 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 1,285 105,100 SH   SOLE   105,100 0 0
CADENCE BANCORPORATION CL A 12739A100 2,063 315,000 SH   SOLE   315,000 0 0
CANADIAN NAT RES LTD COM 136385101 2,280 168,300 SH   SOLE   168,300 0 0
CAPITAL ONE FINL CORP COM 14040H105 1,664 33,000 SH   SOLE   33,000 0 0
CARLYLE GROUP INC COM 14316J108 1,927 89,000 SH   SOLE   89,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 1,600 121,500 SH   SOLE   121,500 0 0
CARVANA CO CL A 146869102 1,669 30,300 SH   SOLE   30,300 0 0
CATERPILLAR INC DEL COM 149123101 7,403 63,800 SH   SOLE   63,800 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 625 7,000 SH   SOLE   7,000 0 0
CBRE GROUP INC CL A 12504L109 1,750 46,400 SH   SOLE   46,400 0 0
CDW CORP COM 12514G108 1,895 20,313 SH   SOLE   20,313 0 0
CELESTICA INC SUB VTG SHS 15101Q108 45 12,962 SH   SOLE   12,962 0 0
CENTERPOINT ENERGY INC COM 15189T107 7,800 504,828 SH   SOLE   504,828 0 0
CHENIERE ENERGY INC COM NEW 16411R208 28,506 850,917 SH   SOLE   850,917 0 0
CHESAPEAKE UTILS CORP COM 165303108 4,213 49,158 SH   SOLE   49,158 0 0
CHEVRON CORP NEW COM 166764100 7,001 96,625 SH   SOLE   96,625 0 0
CISCO SYS INC COM 17275R102 10,156 258,350 SH   SOLE   258,350 0 0
CIT GROUP INC COM NEW 125581801 1,122 65,000 SH   SOLE   65,000 0 0
CITIGROUP INC COM NEW 172967424 4,309 102,300 SH   SOLE   102,300 0 0
CITIZENS FINANCIAL GROUP INC COM COM 174610105 1,317 70,000 SH   SOLE   70,000 0 0
CMS ENERGY CORP COM 125896100 19,946 339,498 SH   SOLE   339,498 0 0
COCA COLA CO COM 191216100 7,766 175,500 SH   SOLE   175,500 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A CL A 192446102 1,771 38,100 SH   SOLE   38,100 0 0
COLFAX CORP COM 194014106 1,477 74,600 SH   SOLE   74,600 0 0
COLUMBIA FINL INC COM 197641103 864 60,000 SH   SOLE   60,000 0 0
COMERICA INC COM 200340107 1,174 40,000 SH   SOLE   40,000 0 0
CONNECTONE BANCORP INC NEW COM 20786W107 2,137 159,000 SH   SOLE   159,000 0 0
CONOCOPHILLIPS COM 20825C104 4,078 132,400 SH   SOLE   132,400 0 0
CONSOLIDATED EDISON INC COM 209115104 19,199 246,136 SH   SOLE   246,136 0 0
CORNING NAT GAS HLDG CORP COM 219387107 184 11,099 SH   SOLE   11,099 0 0
COSAN LTD SHS A G25343107 1,513 123,000 SH   SOLE   123,000 0 0
CROWN HLDGS INC COM 228368106 11,666 201,000 SH   SOLE   201,000 0 0
CSX CORP COM 126408103 1,862 32,500 SH   SOLE   32,500 0 0
CUMMINS INC COM 231021106 2,070 15,300 SH   SOLE   15,300 0 0
CVS HEALTH CORP COM 126650100 4,201 70,800 SH   SOLE   70,800 0 0
D R HORTON INC COM 23331A109 1,438 42,300 SH   SOLE   42,300 0 0
DARDEN RESTAURANTS INC COM 237194105 1,198 22,000 SH   SOLE   22,000 0 0
DEERE & CO COM 244199105 2,045 14,800 SH   SOLE   14,800 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,874 135,800 SH   SOLE   135,800 0 0
DICKS SPORTING GOODS INC COM 253393102 1,216 57,200 SH   SOLE   57,200 0 0
DIGITAL TURBINE INC COM NEW 25400W102 60 14,022 SH   SOLE   14,022 0 0
DOMINION ENERGY INC COM 25746U109 29,806 412,877 SH   SOLE   412,877 0 0
DOW INC COM 260557103 3,186 108,950 SH   SOLE   108,950 0 0
DTE ENERGY CO COM 233331107 16,041 168,904 SH   SOLE   168,904 0 0
DUKE ENERGY CORP NEW COM 26441C204 18,901 233,687 SH   SOLE   233,687 0 0
EBAY INC COM 278642103 2,026 67,400 SH   SOLE   67,400 0 0
EGAIN CORP COM NEW 28225C806 75 10,267 SH   SOLE   10,267 0 0
ELECTRONIC ARTS INC COM 285512109 2,413 24,087 SH   SOLE   24,087 0 0
EMERSON ELEC CO COM 291011104 5,108 107,200 SH   SOLE   107,200 0 0
ENBRIDGE INC COM 29250N105 29,549 1,015,765 SH   SOLE   1,015,765 0 0
ENTERGY CORP NEW COM 29364G103 692 7,360 SH   SOLE   7,360 0 0
EOG RES INC COM 26875P101 1,318 36,700 SH   SOLE   36,700 0 0
EQUITABLE HLDGS INC COM COM 29452E101 1,558 107,800 SH   SOLE   107,800 0 0
EVERSOURCE ENERGY COM 30040W108 6,943 88,775 SH   SOLE   88,775 0 0
EXELON CORP COM 30161N101 7,444 202,231 SH   SOLE   202,231 0 0
EXXON MOBIL CORP COM 30231G102 6,573 173,110 SH   SOLE   173,110 0 0
FAIR ISAAC CORP COM 303250104 685 2,225 SH   SOLE   2,225 0 0
FIDELITY NATL INFORMATION SVCS COM COM 31620M106 1,216 10,000 SH   SOLE   10,000 0 0
FIFTH THIRD BANCORP COM 316773100 743 50,000 SH   SOLE   50,000 0 0
FIRST AMERN FINL CORP COM 31847R102 7,384 174,100 SH   SOLE   174,100 0 0
FIRST BANCORP P R COM NEW 318672706 2,953 555,000 SH   SOLE   555,000 0 0
FIRST MIDWEST BANCORP DEL COM 320867104 2,912 220,000 SH   SOLE   220,000 0 0
FISERV INC COM 337738108 1,662 17,500 SH   SOLE   17,500 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 3,101 641,945 SH   SOLE   641,945 0 0
FORTIS INC COM 349553107 10,381 269,276 SH   SOLE   269,276 0 0
GENERAL DYNAMICS CORP COM 369550108 1,866 14,100 SH   SOLE   14,100 0 0
GENERAL MLS INC COM 370334104 7,425 140,700 SH   SOLE   140,700 0 0
GENERAL MTRS CO COM 37045V100 3,038 146,200 SH   SOLE   146,200 0 0
GILEAD SCIENCES INC COM 375558103 5,435 72,700 SH   SOLE   72,700 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 4,456 117,600 SH   SOLE   117,600 0 0
GLOBAL PMTS INC COM 37940X102 793 5,500 SH   SOLE   5,500 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,700 11,000 SH   SOLE   11,000 0 0
GREEN DOT CORP CL A 39304D102 1,396 55,000 SH   SOLE   55,000 0 0
GREENSKY INC CL A 39572G100 46 12,170 SH   SOLE   12,170 0 0
HANOVER INS GROUP INC COM 410867105 6,929 76,500 SH   SOLE   76,500 0 0
HARBORONE BANCORP INC NEW COM NEW 41165Y100 866 115,000 SH   SOLE   115,000 0 0
HCA HEALTHCARE INC COM 40412C101 1,662 18,500 SH   SOLE   18,500 0 0
HENRY SCHEIN INC COM 806407102 1,965 38,900 SH   SOLE   38,900 0 0
HINGHAM INSTN SVGS MASS COM 433323102 3,190 22,000 SH   SOLE   22,000 0 0
HOMETRUST BANCSHARES INC COM 437872104 1,831 115,000 SH   SOLE   115,000 0 0
INDEPENDENT BANK CORP MASS COM 453836108 1,931 30,000 SH   SOLE   30,000 0 0
INSIGHT ENTERPRISES INC COM 45765U103 1,656 39,300 SH   SOLE   39,300 0 0
INSTALLED BLDG PRODS INC COM 45780R101 1,575 39,500 SH   SOLE   39,500 0 0
INTEL CORP COM 458140100 2,306 42,616 SH   SOLE   42,616 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 9,996 90,113 SH   SOLE   90,113 0 0
ITRON INC COM 465741106 9,793 175,400 SH   SOLE   175,400 0 0
JABIL INC COM 466313103 8,837 359,501 SH   SOLE   359,501 0 0
JELD-WEN HLDG INC COM 47580P103 1,101 113,200 SH   SOLE   113,200 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 1,810 121,900 SH   SOLE   121,900 0 0
JOHNSON & JOHNSON COM 478160104 564 4,300 SH   SOLE   4,300 0 0
JPMORGAN CHASE & CO. COM 46625H100 5,177 57,500 SH   SOLE   57,500 0 0
KB HOME COM 48666K109 6,932 383,000 SH   SOLE   383,000 0 0
KEARNY FINL CORP MD COM 48716P108 687 80,000 SH   SOLE   80,000 0 0
KINDER MORGAN INC DEL COM 49456B101 31,516 2,264,101 SH   SOLE   2,264,101 0 0
KOPPERS HOLDINGS INC COM 50060P106 1,027 83,000 SH   SOLE   83,000 0 0
KRAFT HEINZ CO COM 500754106 4,597 185,800 SH   SOLE   185,800 0 0
LAKELAND BANCORP INC COM 511637100 2,919 270,000 SH   SOLE   270,000 0 0
LANDSTAR SYS INC COM 515098101 8,838 92,200 SH   SOLE   92,200 0 0
LAS VEGAS SANDS CORP COM 517834107 5,016 118,100 SH   SOLE   118,100 0 0
LEIDOS HOLDINGS INC COM 525327102 2,548 27,800 SH   SOLE   27,800 0 0
LITHIA MTRS INC CL A 536797103 6,510 79,600 SH   SOLE   79,600 0 0
LPL FINL HLDGS INC COM 50212V100 8,927 164,000 SH   SOLE   164,000 0 0
M/I HOMES INC COM 55305B101 1,068 64,600 SH   SOLE   64,600 0 0
MARATHON PETE CORP COM 56585A102 2,024 85,700 SH   SOLE   85,700 0 0
MASCO CORP COM 574599106 1,919 55,500 SH   SOLE   55,500 0 0
MASTEC INC COM 576323109 5,263 160,800 SH   SOLE   160,800 0 0
MASTERCARD INC CL A 57636Q104 1,759 7,282 SH   SOLE   7,282 0 0
MDU RES GROUP INC COM 552690109 7,061 328,407 SH   SOLE   328,407 0 0
MERCK & CO. INC COM 58933Y105 7,163 93,100 SH   SOLE   93,100 0 0
MERIDIAN BANCORP INC MD COM 58958U103 3,086 275,000 SH   SOLE   275,000 0 0
MERITAGE HOMES CORP COM 59001A102 5,279 144,600 SH   SOLE   144,600 0 0
METHODE ELECTRS INC COM 591520200 1,976 74,747 SH   SOLE   74,747 0 0
METLIFE INC COM 59156R108 3,023 98,900 SH   SOLE   98,900 0 0
MGE ENERGY INC COM 55277P104 1,842 28,129 SH   SOLE   28,129 0 0
MOODYS CORP COM 615369105 1,904 9,000 SH   SOLE   9,000 0 0
NATIONAL FUEL GAS CO N J COM 636180101 7,567 202,924 SH   SOLE   202,924 0 0
NATIONAL GRID PLC SPON ADR NEW 636274409 32,039 549,844 SH   SOLE   549,844 0 0
NCR CORP NEW COM 62886E108 6,115 345,474 SH   SOLE   345,474 0 0
NETAPP INC COM 64110D104 2,176 52,190 SH   SOLE   52,190 0 0
NEW JERSEY RES COM 646025106 7,971 234,634 SH   SOLE   234,634 0 0
NEWS CORP NEW CL A 65249B109 6,614 736,900 SH   SOLE   736,900 0 0
NICOLET BANKSHARES INC COM 65406E102 1,910 35,000 SH   SOLE   35,000 0 0
NISOURCE INC COM 65473P105 22,243 890,781 SH   SOLE   890,781 0 0
NORFOLK SOUTHERN CORP COM 655844108 1,840 12,600 SH   SOLE   12,600 0 0
NORTHWEST NAT HLDG CO COM 66765N105 6,947 112,503 SH   SOLE   112,503 0 0
NORTHWESTERN CORP COM NEW 668074305 2,321 38,798 SH   SOLE   38,798 0 0
NUTRIEN LTD COM 67077M108 4,039 119,000 SH   SOLE   119,000 0 0
OCCIDENTAL PETE CORP COM 674599105 1,393 120,260 SH   SOLE   120,260 0 0
OCEANFIRST FINL CORP COM 675234108 1,750 110,000 SH   SOLE   110,000 0 0
OLD REP INTL CORP COM 680223104 6,695 439,000 SH   SOLE   439,000 0 0
OMNICOM GROUP INC COM 681919106 1,823 33,200 SH   SOLE   33,200 0 0
ONE GAS INC COM 68235P108 16,546 197,875 SH   SOLE   197,875 0 0
OPUS BK IRVINE CALIF COM 684000102 2,859 165,000 SH   SOLE   165,000 0 0
ORACLE CORP COM 68389X105 2,416 49,997 SH   SOLE   49,997 0 0
OWENS CORNING NEW COM 690742101 6,508 167,700 SH   SOLE   167,700 0 0
PACCAR INC COM 693718108 2,146 35,100 SH   SOLE   35,100 0 0
PACKAGING CORP AMER COM 695156109 8,605 99,100 SH   SOLE   99,100 0 0
PACWEST BANCORP DEL COM 695263103 538 30,000 SH   SOLE   30,000 0 0
PAYPAL HLDGS INC COM 70450Y103 1,484 15,500 SH   SOLE   15,500 0 0
PENNYMAC FINL SVCS INC COM 70932M107 1,990 90,000 SH   SOLE   90,000 0 0
PEOPLES UTD FINL INC COM 712704105 1,879 170,000 SH   SOLE   170,000 0 0
PEPSICO INC COM 713448108 4,167 34,700 SH   SOLE   34,700 0 0
PFIZER INC COM 717081103 9,165 280,800 SH   SOLE   280,800 0 0
PG&E CORP COM 69331C108 4,607 512,449 SH   SOLE   512,449 0 0
PHILIP MORRIS INTL INC COM 718172109 4,122 56,500 SH   SOLE   56,500 0 0
PIONEER NAT RES CO COM 723787107 1,326 18,900 SH   SOLE   18,900 0 0
PLAINS GP HLDGS L P LTP PARTNR INT A 72651A207 2,289 408,055 SH   SOLE   408,055 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,723 18,000 SH   SOLE   18,000 0 0
PPL CORP COM 69351T106 6,439 260,919 SH   SOLE   260,919 0 0
PRICE T ROWE GROUP INC COM 74144T108 1,894 19,400 SH   SOLE   19,400 0 0
PROGRESSIVE CORP OHIO COM 743315103 2,267 30,700 SH   SOLE   30,700 0 0
PUBLIC SVC ENTERPRISE GRP INC COM COM 744573106 17,321 385,690 SH   SOLE   385,690 0 0
PULTE GROUP INC COM 745867101 1,266 56,700 SH   SOLE   56,700 0 0
QUALCOMM INC COM 747525103 4,007 59,229 SH   SOLE   59,229 0 0
QURATE RETAIL INC COM SER A 74915M100 81 13,325 SH   SOLE   13,325 0 0
R1 RCM INC COM 749397105 1,849 203,400 SH   SOLE   203,400 0 0
RADNET INC COM 750491102 1,450 138,000 SH   SOLE   138,000 0 0
RENT A CTR INC NEW COM 76009N100 1,338 94,600 SH   SOLE   94,600 0 0
RGC RES INC COM 74955L103 991 34,254 SH   SOLE   34,254 0 0
RH COM 74967X103 6,078 60,500 SH   SOLE   60,500 0 0
ROYAL BK CDA COM 780087102 3,773 61,300 SH   SOLE   61,300 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259206 3,594 103,000 SH   SOLE   103,000 0 0
SCHWAB CHARLES CORP COM 808513105 1,782 53,000 SH   SOLE   53,000 0 0
SCIENTIFIC GAMES CORP COM 80874P109 5,117 527,500 SH   SOLE   527,500 0 0
SEMPRA ENERGY COM 816851109 29,630 262,240 SH   SOLE   262,240 0 0
SIMON PPTY GROUP INC NEW COM 828806109 823 15,000 SH   SOLE   15,000 0 0
SKECHERS U S A INC CL A 830566105 8,307 349,900 SH   SOLE   349,900 0 0
SKYLINE CHAMPION CORPORATION COM COM 830830105 1,270 81,000 SH   SOLE   81,000 0 0
SONY CORP SPONSORED ADR 835699307 2,326 39,300 SH   SOLE   39,300 0 0
SOUTH JERSEY INDS INC COM 838518108 7,417 296,671 SH   SOLE   296,671 0 0
SOUTHERN CO COM 842587107 31,845 588,200 SH   SOLE   588,200 0 0
SOUTHWEST AIRLS CO COM 844741108 1,763 49,500 SH   SOLE   49,500 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 11,604 166,817 SH   SOLE   166,817 0 0
SPIRE INC COM 84857L101 11,730 157,491 SH   SOLE   157,491 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 2,731 443,400 SH   SOLE   443,400 0 0
SQUARE INC CL A 852234103 1,283 24,500 SH   SOLE   24,500 0 0
STERLING BANCORP DEL COM 85917A100 1,306 125,000 SH   SOLE   125,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 2,634 166,700 SH   SOLE   166,700 0 0
SUNPOWER CORP COM 867652406 5,013 988,700 SH   SOLE   988,700 0 0
SYNAPTICS INC COM 87157D109 15,162 262,000 SH   SOLE   262,000 0 0
SYNEOS HEALTH INC CL A 87166B102 7,888 200,100 SH   SOLE   200,100 0 0
SYNNEX CORP COM 87162W100 8,191 112,057 SH   SOLE   112,057 0 0
SYSCO CORP COM 871829107 1,515 33,200 SH   SOLE   33,200 0 0
TARGET CORP COM 87612E106 4,156 44,700 SH   SOLE   44,700 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 4,387 398,800 SH   SOLE   398,800 0 0
TC ENERGY CORP ADR 87807B107 33,684 760,353 SH   SOLE   760,353 0 0
TEEKAY TANKERS LTD CL A Y8565N300 2,655 119,400 SH   SOLE   119,400 0 0
TELLURIAN INC NEW COM 87968A104 649 717,690 SH   SOLE   717,690 0 0
TEXAS CAPITAL BANCSHARES INC COM COM 88224Q107 1,663 75,000 SH   SOLE   75,000 0 0
TEXAS INSTRS INC COM 882508104 4,009 40,122 SH   SOLE   40,122 0 0
TOLL BROTHERS INC COM 889478103 4,880 253,500 SH   SOLE   253,500 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 3,747 88,400 SH   SOLE   88,400 0 0
TOTAL S.A. SPONSORED ADS 89151E109 3,929 105,500 SH   SOLE   105,500 0 0
TRACTOR SUPPLY CO COM 892356106 2,232 26,400 SH   SOLE   26,400 0 0
TRIUMPH GROUP INC NEW COM 896818101 823 121,700 SH   SOLE   121,700 0 0
UGI CORP NEW COM 902681105 5,983 224,352 SH   SOLE   224,352 0 0
UMPQUA HLDGS CORP COM 904214103 1,581 145,000 SH   SOLE   145,000 0 0
UNILEVER PLC SPON ADR NEW 904767704 4,288 84,800 SH   SOLE   84,800 0 0
UNION PAC CORP COM 907818108 2,031 14,400 SH   SOLE   14,400 0 0
UNITED AIRLS HLDGS INC COM 910047109 1,098 34,800 SH   SOLE   34,800 0 0
UNITED PARCEL SERVICE INC CL B 911312106 7,044 75,400 SH   SOLE   75,400 0 0
UNITED RENTALS INC COM 911363109 1,883 18,300 SH   SOLE   18,300 0 0
UNITIL CORP COM 913259107 1,810 34,598 SH   SOLE   34,598 0 0
UNIVERSAL FST PRODS INC COM 913543104 2,124 57,100 SH   SOLE   57,100 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 9,548 177,700 SH   SOLE   177,700 0 0
VERRA MOBILITY CORP COM 92511U102 71 10,000 SH   SOLE   10,000 0 0
VIACOMCBS INC CL B 92556H206 1,359 96,988 SH   SOLE   96,988 0 0
VISA INC COM CL A 92826C839 1,765 10,956 SH   SOLE   10,956 0 0
VOYA FINANCIAL INC COM 929089100 1,833 45,200 SH   SOLE   45,200 0 0
WALGREENS BOOTS ALLIANCE INC COM COM 931427108 8,924 195,050 SH   SOLE   195,050 0 0
WALMART INC COM 931142103 2,443 21,500 SH   SOLE   21,500 0 0
WEBSTER FINL CORP CONN COM 947890109 2,061 90,000 SH   SOLE   90,000 0 0
WEC ENERGY GROUP INC COM 92939U106 31,105 352,940 SH   SOLE   352,940 0 0
WELLS FARGO CO NEW COM 949746101 4,684 163,200 SH   SOLE   163,200 0 0
WESTERN UN CO COM 959802109 1,853 102,200 SH   SOLE   102,200 0 0
WHIRLPOOL CORP COM 963320106 5,706 66,500 SH   SOLE   66,500 0 0
WILLIAMS SONOMA INC COM 969904101 8,041 189,100 SH   SOLE   189,100 0 0
WINTRUST FINL CORP COM 97650W108 2,136 65,000 SH   SOLE   65,000 0 0
WORLD FUEL SVCS CORP COM 981475106 1,664 66,100 SH   SOLE   66,100 0 0
XCEL ENERGY INC COM 98389B100 14,152 234,699 SH   SOLE   234,699 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 1,487 78,489 SH   SOLE   78,489 0 0
ZUMIEZ INC COM 989817101 1,476 85,200 SH   SOLE   85,200 0 0