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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   3,918,524 39,150 SH   SOLE   0 39,150 0
ABBVIE INC COM 00287Y109   4,473,036 33,200 SH   SOLE   0 33,200 0
ACADEMY SPORTS & OUTDOORS INC COM COM 00402L107   18,268,900 338,000 SH   SOLE   0 338,000 0
ALGONQUIN PWR UTILS CORP COM 015857105   917,389 111,064 SH   SOLE   0 111,064 0
ALLIANT ENERGY CORP COM 018802108   1,779,072 33,900 SH   SOLE   0 33,900 0
ALPHA METALLURGICAL RESOUR INC COM COM 020764106   2,958,480 18,000 SH   SOLE   0 18,000 0
ALTRIA GROUP INC COM 02209S103   5,381,640 118,800 SH   SOLE   0 118,800 0
AMEREN CORP COM 023608102   3,743,753 45,840 SH   SOLE   0 45,840 0
AMERIPRISE FINL INC COM 03076C106   2,557,632 7,700 SH   SOLE   0 7,700 0
AMERISOURCEBERGEN CORP COM 03073E105   3,175,095 16,500 SH   SOLE   0 16,500 0
AMGEN INC COM 031162100   2,109,190 9,500 SH   SOLE   0 9,500 0
ANTERO MIDSTREAM CORP COM 03676B102   4,020,560 346,600 SH   SOLE   0 346,600 0
ANTERO RESOURCES CORP COM 03674X106   780,717 33,900 SH   SOLE   0 33,900 0
APA CORPORATION COM 03743Q108   2,183,463 63,900 SH   SOLE   0 63,900 0
APPLIED MATLS INC COM 038222105   3,486,016 24,118 SH   SOLE   0 24,118 0
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADR 00215W100   97,375 12,500 SH   SOLE   0 12,500 0
ASSOCIATED BANC CORP COM 045487105   2,272,200 140,000 SH   SOLE   0 140,000 0
AT&T INC COM 00206R102   4,458,982 279,560 SH   SOLE   0 279,560 0
ATMOS ENERGY CORP COM 049560105   23,824,803 204,786 SH   SOLE   0 204,786 0
AUTONATION INC COM 05329W102   16,279,929 98,900 SH   SOLE   0 98,900 0
AVANGRID INC COM 05351W103   3,406,272 90,400 SH   SOLE   0 90,400 0
AVISTA CORP COM 05379B107   1,023,847 26,072 SH   SOLE   0 26,072 0
BANKUNITED INC COM 06652K103   3,232,500 150,000 SH   SOLE   0 150,000 0
BANNER CORP COM NEW 06652V208   655,050 15,000 SH   SOLE   0 15,000 0
BATH & BODY WORKS INC COM 070830104   2,160,000 57,600 SH   SOLE   0 57,600 0
BCE INC COM NEW 05534B760   5,356,825 117,500 SH   SOLE   0 117,500 0
BERKSHIRE HATHAWAY INC - CL A CL A 084670108   24,854,880 48 SH   SOLE   0 48 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,705,000 5,000 SH   SOLE   0 5,000 0
BEST BUY INC COM 086516101   2,507,670 30,600 SH   SOLE   0 30,600 0
BJS WHSL CLUB HLDGS INC COM 05550J101   10,585,680 168,000 SH   SOLE   0 168,000 0
BLACK HILLS CORP COM 092113109   3,895,628 64,647 SH   SOLE   0 64,647 0
BP PLC SPONSORED ADR 055622104   4,993,535 141,500 SH   SOLE   0 141,500 0
BRISTOL-MYERS SQUIBB CO COM 110122108   4,930,545 77,100 SH   SOLE   0 77,100 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   4,953,440 149,200 SH   SOLE   0 149,200 0
BROOKLINE BANCORP INC DEL COM 11373M107   1,660,600 190,000 SH   SOLE   0 190,000 0
BUILDERS FIRSTSOURCE INC COM 12008R107   4,596,800 33,800 SH   SOLE   0 33,800 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   2,509,710 26,600 SH   SOLE   0 26,600 0
CANADIAN NAT RES LTD COM 136385101   6,638,680 118,000 SH   SOLE   0 118,000 0
CAPITAL ONE FINL CORP COM 14040H105   765,590 7,000 SH   SOLE   0 7,000 0
CASEYS GEN STORES INC COM 147528103   13,974,324 57,300 SH   SOLE   0 57,300 0
CATERPILLAR INC COM 149123101   2,657,340 10,800 SH   SOLE   0 10,800 0
CENTERPOINT ENERGY INC COM 15189T107   14,295,976 490,428 SH   SOLE   0 490,428 0
CF INDS HLDGS INC COM 125269100   2,179,788 31,400 SH   SOLE   0 31,400 0
CHENIERE ENERGY INC COM NEW 16411R208   26,726,534 175,417 SH   SOLE   0 175,417 0
CHESAPEAKE ENERGY CORP COM 165167735   2,686,128 32,100 SH   SOLE   0 32,100 0
CHESAPEAKE UTILS CORP COM 165303108   2,529,702 21,258 SH   SOLE   0 21,258 0
CHEVRON CORP NEW COM 166764100   9,791,104 62,225 SH   SOLE   0 62,225 0
CISCO SYS INC COM 17275R102   12,955,075 250,388 SH   SOLE   0 250,388 0
CITIGROUP INC COM NEW 172967424   6,574,512 142,800 SH   SOLE   0 142,800 0
CITIZENS FINL GROUP INC COM 174610105   1,564,800 60,000 SH   SOLE   0 60,000 0
CLEAN HARBORS INC COM COM 184496107   20,915,496 127,200 SH   SOLE   0 127,200 0
CLEVELAND-CLIFFS INC NEW COM 185899101   2,110,084 125,900 SH   SOLE   0 125,900 0
CMS ENERGY CORP COM 125896100   10,845,133 184,598 SH   SOLE   0 184,598 0
COCA COLA CO COM 191216100   7,087,894 117,700 SH   SOLE   0 117,700 0
COLGATE PALMOLIVE CO COM 194162103   5,539,176 71,900 SH   SOLE   0 71,900 0
COMERICA INC COM 200340107   1,270,800 30,000 SH   SOLE   0 30,000 0
COMMERCIAL METALS CO COM 201723103   15,998,108 303,800 SH   SOLE   0 303,800 0
COMSTOCK RES INC COM 205768302   464,000 40,000 SH   SOLE   0 40,000 0
CONNECTONE BANCORP INC COM 20786W107   3,069,150 185,000 SH   SOLE   0 185,000 0
CONOCOPHILLIPS COM 20825C104   3,247,655 31,345 SH   SOLE   0 31,345 0
CONSOLIDATED EDISON INC COM 209115104   12,559,814 138,936 SH   SOLE   0 138,936 0
COTERRA ENERGY INC COM 127097103   2,793,120 110,400 SH   SOLE   0 110,400 0
CVR ENERGY INC COM 12662P108   14,021,280 468,000 SH   SOLE   0 468,000 0
CVS HEALTH CORP COM 126650100   4,928,969 71,300 SH   SOLE   0 71,300 0
D R HORTON INC COM 23331A109   3,346,475 27,500 SH   SOLE   0 27,500 0
DARDEN RESTAURANTS INC COM 237194105   3,090,980 18,500 SH   SOLE   0 18,500 0
DEERE & CO COM 244199105   2,593,216 6,400 SH   SOLE   0 6,400 0
DELL TECHNOLOGIES INC CL C 24703L202   3,549,616 65,600 SH   SOLE   0 65,600 0
DEVON ENERGY CORP NEW COM 25179M103   7,463,696 154,400 SH   SOLE   0 154,400 0
DIAMONDBACK ENERGY INC COM 25278X109   3,273,491 24,920 SH   SOLE   0 24,920 0
DICKS SPORTING GOODS INC COM 253393102   15,439,792 116,800 SH   SOLE   0 116,800 0
DILLARDS INC CL A 254067101   3,001,776 9,200 SH   SOLE   0 9,200 0
DOMINION ENERGY INC COM 25746U109   16,882,349 325,977 SH   SOLE   0 325,977 0
DOW INC COM 260557103   9,490,932 178,200 SH   SOLE   0 178,200 0
DT MIDSTREAM INC COMMON STOCK 23345M107   8,674,750 175,000 SH   SOLE   0 175,000 0
DTE ENERGY CO COM 233331107   6,304,586 57,304 SH   SOLE   0 57,304 0
DUKE ENERGY CORP NEW COM NEW 26441C204   10,722,763 119,487 SH   SOLE   0 119,487 0
EAGLE BANCORP INC MD COM 268948106   740,600 35,000 SH   SOLE   0 35,000 0
EASTERN BANKSHARES INC COM 27627N105   2,576,700 210,000 SH   SOLE   0 210,000 0
ENBRIDGE INC COM 29250N105   24,019,890 646,565 SH   SOLE   0 646,565 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   6,965,950 548,500 SH   SOLE   0 548,500 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   1,155,400 109,000 SH   SOLE   0 109,000 0
ENTERGY CORP NEW COM 29364G103   366,111 3,760 SH   SOLE   0 3,760 0
ENTERPRISE PRODS PARTNERS L P COM COM 293792107   5,533,500 210,000 SH   SOLE   0 210,000 0
EOG RES INC COM 26875P101   3,356,525 29,330 SH   SOLE   0 29,330 0
EQT CORP COM 26884L109   25,163,334 611,800 SH   SOLE   0 611,800 0
EQUINOR ASA SPONSORED ADR 29446M102   5,491,480 188,000 SH   SOLE   0 188,000 0
EQUITABLE HLDGS INC COM COM 29452E101   2,292,304 84,400 SH   SOLE   0 84,400 0
ESSENTIAL UTILS INC COM 29670G102   7,299,539 182,900 SH   SOLE   0 182,900 0
EVERSOURCE ENERGY COM 30040W108   6,246,279 88,075 SH   SOLE   0 88,075 0
EXELON CORP COM 30161N101   6,425,961 157,731 SH   SOLE   0 157,731 0
EXPEDITORS INTL WASH INC COM 302130109   2,907,120 24,000 SH   SOLE   0 24,000 0
EXXON MOBIL CORP COM 30231G102   9,385,448 87,510 SH   SOLE   0 87,510 0
FIDELITY NATL INFORMATION SVCS COM COM 31620M106   1,586,300 29,000 SH   SOLE   0 29,000 0
FIFTH THIRD BANCORP COM 316773100   1,520,180 58,000 SH   SOLE   0 58,000 0
FIRST BANCORP P R COM NEW 318672706   1,955,200 160,000 SH   SOLE   0 160,000 0
FIRST CTZNS BANCSHARES INC N C CL A CL A 31946M103   1,090,933 850 SH   SOLE   0 850 0
FISERV INC COM 337738108   1,703,025 13,500 SH   SOLE   0 13,500 0
FLUSHING FINL CORP COM 343873105   2,949,600 240,000 SH   SOLE   0 240,000 0
FORD MTR CO DEL COM 345370860   6,838,760 452,000 SH   SOLE   0 452,000 0
FORTIS INC COM 349553107   5,488,632 127,376 SH   SOLE   0 127,376 0
FREEPORT-MCMORAN INC CL B 35671D857   932,800 23,320 SH   SOLE   0 23,320 0
GILEAD SCIENCES INC COM 375558103   5,048,085 65,500 SH   SOLE   0 65,500 0
GOLDMAN SACHS GROUP INC COM 38141G104   806,350 2,500 SH   SOLE   0 2,500 0
GREEN BRICK PARTNERS INC COM 392709101   5,469,840 96,300 SH   SOLE   0 96,300 0
GREEN PLAINS INC COM 393222104   11,022,856 341,900 SH   SOLE   0 341,900 0
HALLIBURTON CO COM 406216101   895,679 27,150 SH   SOLE   0 27,150 0
HANCOCK WHITNEY CORPORATION COM 410120109   3,070,400 80,000 SH   SOLE   0 80,000 0
HEWLETT PACKARD ENTERPRISE CO COM COM 42824C109   6,178,418 367,763 SH   SOLE   0 367,763 0
HINGHAM INSTN SVGS MASS COM 433323102   1,172,490 5,500 SH   SOLE   0 5,500 0
HOME DEPOT INC COM 437076102   5,653,648 18,200 SH   SOLE   0 18,200 0
HOMETRUST BANCSHARES INC COM 437872104   522,250 25,000 SH   SOLE   0 25,000 0
HP INC COM 40434L105   8,534,309 277,900 SH   SOLE   0 277,900 0
HSBC HLDGS PLC SPON ADR NEW 404280406   6,109,404 154,200 SH   SOLE   0 154,200 0
INDEPENDENT BK CORP MASS COM 453836108   2,448,050 55,000 SH   SOLE   0 55,000 0
INSPERITY INC COM 45778Q107   3,092,960 26,000 SH   SOLE   0 26,000 0
INTEL CORP COM 458140100   4,537,808 135,700 SH   SOLE   0 135,700 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101   9,814,964 73,350 SH   SOLE   0 73,350 0
JABIL INC COM 466313103   7,824,385 72,495 SH   SOLE   0 72,495 0
JOHNSON & JOHNSON COM 478160104   5,660,784 34,200 SH   SOLE   0 34,200 0
JPMORGAN CHASE & CO. COM 46625H100   12,136,968 83,450 SH   SOLE   0 83,450 0
KEYCORP COM 493267108   1,201,200 130,000 SH   SOLE   0 130,000 0
KINDER MORGAN INC DEL COM 49456B101   27,577,675 1,601,491 SH   SOLE   0 1,601,491 0
KLA CORP COM NEW 482480100   3,403,870 7,018 SH   SOLE   0 7,018 0
KRAFT HEINZ CO COM 500754106   4,895,450 137,900 SH   SOLE   0 137,900 0
LAKELAND BANCORP INC COM 511637100   2,544,100 190,000 SH   SOLE   0 190,000 0
LAM RESEARCH CORP COM 512807108   3,445,730 5,360 SH   SOLE   0 5,360 0
LOWES COS INC COM 548661107   2,934,100 13,000 SH   SOLE   0 13,000 0
M & T BK CORP COM 55261F104   1,237,600 10,000 SH   SOLE   0 10,000 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP COM UNIT RP LP 559080106   3,683,112 59,100 SH   SOLE   0 59,100 0
MANULIFE FINL CORP COM 56501R106   5,499,028 290,800 SH   SOLE   0 290,800 0
MARATHON PETE CORP COM 56585A102   2,821,720 24,200 SH   SOLE   0 24,200 0
MASCO CORP COM 574599106   2,857,524 49,800 SH   SOLE   0 49,800 0
MASTERCARD INCORPORATED CL A 57636Q104   1,691,190 4,300 SH   SOLE   0 4,300 0
MDU RES GROUP INC COM 552690109   3,999,687 191,007 SH   SOLE   0 191,007 0
MERCK & CO INC COM 58933Y105   5,711,805 49,500 SH   SOLE   0 49,500 0
METLIFE INC COM 59156R108   5,376,003 95,100 SH   SOLE   0 95,100 0
MGE ENERGY INC COM 55277P104   852,727 10,779 SH   SOLE   0 10,779 0
MODERNA INC COM 60770K107   1,919,700 15,800 SH   SOLE   0 15,800 0
MORGAN STANLEY COM NEW 617446448   6,712,440 78,600 SH   SOLE   0 78,600 0
MPLX LP COM UNIT REP LTD 55336V100   4,376,529 128,949 SH   SOLE   0 128,949 0
MURPHY USA INC COM 626755102   13,439,952 43,200 SH   SOLE   0 43,200 0
NATIONAL FUEL GAS CO COM 636180101   4,582,545 89,224 SH   SOLE   0 89,224 0
NATIONAL GRID PLC SPONSORED ADR NE 636274409   11,388,466 169,144 SH   SOLE   0 169,144 0
NETAPP INC COM 64110D104   3,206,890 41,975 SH   SOLE   0 41,975 0
NEW JERSEY RES CORP COM 646025106   6,128,165 129,834 SH   SOLE   0 129,834 0
NEW YORK CMNTY BANCORP INC COM 649445103   3,203,400 285,000 SH   SOLE   0 285,000 0
NEXTERA ENERGY INC COM 65339F101   353,934 4,770 SH   SOLE   0 4,770 0
NISOURCE INC COM 65473P105   11,956,900 437,181 SH   SOLE   0 437,181 0
NORTHEAST CMNTY BANCORP INC COM 664121100   1,934,400 130,000 SH   SOLE   0 130,000 0
NORTHWEST NAT HLDG CO COM 66765N105   2,363,574 54,903 SH   SOLE   0 54,903 0
NORTHWESTERN CORP COM NEW 668074305   1,095,354 19,298 SH   SOLE   0 19,298 0
NUCOR CORP COM 670346105   2,574,486 15,700 SH   SOLE   0 15,700 0
NVR INC COM 62944T105   3,175,310 500 SH   SOLE   0 500 0
OCEANEERING INTL INC COM 675232102   2,864,840 153,200 SH   SOLE   0 153,200 0
OCEANFIRST FINL CORP COM 675234108   2,967,800 190,000 SH   SOLE   0 190,000 0
OLD NATL BANCORP IND COM 680033107   1,881,900 135,000 SH   SOLE   0 135,000 0
ON SEMICONDUCTOR CORP COM 682189105   3,395,422 35,900 SH   SOLE   0 35,900 0
ONE GAS INC COM 68235P108   7,087,643 92,275 SH   SOLE   0 92,275 0
ONEOK INC NEW COM 682680103   28,010,141 453,826 SH   SOLE   0 453,826 0
PACIFIC PREMIER BANCORP COM 69478X105   2,688,400 130,000 SH   SOLE   0 130,000 0
PACWEST BANCORP DEL COM 695263103   2,445,000 300,000 SH   SOLE   0 300,000 0
PAYPAL HLDGS INC COM 70450Y103   1,701,615 25,500 SH   SOLE   0 25,500 0
PBF ENERGY INC CL A 69318G106   17,589,216 429,634 SH   SOLE   0 429,634 0
PDC ENERGY INC COM 69327R101   860,083 12,090 SH   SOLE   0 12,090 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103   20,995,380 126,000 SH   SOLE   0 126,000 0
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR SPONSORED ADR 71654V408   7,412,880 536,000 SH   SOLE   0 536,000 0
PFIZER INC COM 717081103   6,954,528 189,600 SH   SOLE   0 189,600 0
PG&E CORP COM 69331C108   15,131,215 875,649 SH   SOLE   0 875,649 0
PHILIP MORRIS INTL INC COM 718172109   5,583,864 57,200 SH   SOLE   0 57,200 0
PHILLIPS 66 COM 718546104   381,520 4,000 SH   SOLE   0 4,000 0
PIONEER NAT RES CO COM 723787107   3,428,829 16,550 SH   SOLE   0 16,550 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN UNIT LTD PARTN 726503105   21,161,788 1,500,836 SH   SOLE   0 1,500,836 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   15,083,593 1,017,100 SH   SOLE   0 1,017,100 0
PPL CORP COM 69351T106   3,289,481 124,319 SH   SOLE   0 124,319 0
PRICE T ROWE GROUP INC COM 74144T108   2,576,460 23,000 SH   SOLE   0 23,000 0
PUBLIC SVC ENTERPRISE GRP INC COM COM 744573106   12,083,104 192,990 SH   SOLE   0 192,990 0
PULTE GROUP INC COM 745867101   3,666,496 47,200 SH   SOLE   0 47,200 0
QUALCOMM INC COM 747525103   2,473,889 20,782 SH   SOLE   0 20,782 0
RELIANCE STEEL & ALUMINUM CO COM COM 759509102   6,626,796 24,400 SH   SOLE   0 24,400 0
RGC RES INC COM 74955L103   343,595 17,154 SH   SOLE   0 17,154 0
ROYAL BK CDA COM 780087102   5,319,907 55,700 SH   SOLE   0 55,700 0
SCHLUMBERGER LTD COM STK 806857108   997,627 20,310 SH   SOLE   0 20,310 0
SCHWAB CHARLES CORP COM 808513105   850,200 15,000 SH   SOLE   0 15,000 0
SEMPRA COM 816851109   23,969,938 164,640 SH   SOLE   0 164,640 0
SIRIUS XM HOLDINGS INC COM 82968B103   2,089,689 461,300 SH   SOLE   0 461,300 0
SOLARIS OILFIELD INFRASTRUCTUR COM CL A COM CL A 83418M103   732,374 87,920 SH   SOLE   0 87,920 0
SONOCO PRODS CO COM 835495102   11,485,292 194,600 SH   SOLE   0 194,600 0
SOUTHERN CO COM 842587107   23,196,550 330,200 SH   SOLE   0 330,200 0
SOUTHWEST GAS HLDGS INC COM 844895102   4,895,767 76,917 SH   SOLE   0 76,917 0
SPIRE INC COM 84857L101   3,862,925 60,891 SH   SOLE   0 60,891 0
STATE STR CORP COM 857477103   219,540 3,000 SH   SOLE   0 3,000 0
STEEL DYNAMICS INC COM 858119100   5,054,352 46,400 SH   SOLE   0 46,400 0
SUNCOR ENERGY INC NEW COM 867224107   5,983,039 204,060 SH   SOLE   0 204,060 0
SUPER MICRO COMPUTER INC COM 86800U104   54,535,900 218,800 SH   SOLE   0 218,800 0
TAPESTRY INC COM 876030107   2,512,360 58,700 SH   SOLE   0 58,700 0
TARGA RES CORP COM 87612G101   3,584,310 47,100 SH   SOLE   0 47,100 0
TC ENERGY CORP COM 87807B107   23,744,916 587,600 SH   SOLE   0 587,600 0
TECHNIPFMC PLC COM G87110105   778,481 46,840 SH   SOLE   0 46,840 0
TELLURIAN INC NEW COM 87968A104   801,148 568,190 SH   SOLE   0 568,190 0
TENARIS S A SPONSORED ADS 88031M109   748,750 25,000 SH   SOLE   0 25,000 0
TEXAS CAP BANCSHARES INC COM 88224Q107   2,575,000 50,000 SH   SOLE   0 50,000 0
TEXAS INSTRS INC COM 882508104   5,254,604 29,189 SH   SOLE   0 29,189 0
TIMKEN CO COM 887389104   3,304,233 36,100 SH   SOLE   0 36,100 0
TITAN MACHY INC COM 88830R101   2,215,450 75,100 SH   SOLE   0 75,100 0
TORONTO DOMINION BK ONT COM NEW 891160509   5,680,116 91,600 SH   SOLE   0 91,600 0
TOTALENERGIES SE SPONSORED ADR 89151E109   5,216,420 90,500 SH   SOLE   0 90,500 0
UGI CORP NEW COM 902681105   2,647,159 98,152 SH   SOLE   0 98,152 0
UNILEVER PLC SPON ADR NEW 904767704   5,275,556 101,200 SH   SOLE   0 101,200 0
UNION PAC CORP COM 907818108   5,667,974 27,700 SH   SOLE   0 27,700 0
UNITED AIRLS HLDGS INC COM 910047109   3,231,843 58,900 SH   SOLE   0 58,900 0
UNITED PARCEL SERVICE INC CL B 911312106   7,653,975 42,700 SH   SOLE   0 42,700 0
UNITIL CORP COM 913259107   856,898 16,898 SH   SOLE   0 16,898 0
VERIZON COMMUNICATIONS INC COM 92343V104   9,345,847 251,300 SH   SOLE   0 251,300 0
VISA INC COM CL A 92826C839   1,686,108 7,100 SH   SOLE   0 7,100 0
WALGREENS BOOTS ALLIANCE INC COM COM 931427108   3,481,478 122,200 SH   SOLE   0 122,200 0
WEC ENERGY GROUP INC COM 92939U106   17,536,818 198,740 SH   SOLE   0 198,740 0
WELLS FARGO CO NEW COM 949746101   7,682,400 180,000 SH   SOLE   0 180,000 0
WESCO INTL INC COM 95082P105   20,162,156 112,600 SH   SOLE   0 112,600 0
WESTERN ALLIANCE BANCORP COM 957638109   1,276,450 35,000 SH   SOLE   0 35,000 0
WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT COM UNIT LP INT 958669103   3,200,964 120,700 SH   SOLE   0 120,700 0
WESTERN NEW ENG BANCORP INC COM 958892101   2,073,200 355,000 SH   SOLE   0 355,000 0
WILLIAMS COS INC COM 969457100   3,473,529 106,452 SH   SOLE   0 106,452 0
WINTRUST FINL CORP COM 97650W108   2,541,700 35,000 SH   SOLE   0 35,000 0
XCEL ENERGY INC COM 98389B100   7,385,734 118,799 SH   SOLE   0 118,799 0