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
ABBVIE INC COM 00287Y109 2,588 41,800 SH   SOLE   41,800 0 0
AGL RES INC COM 001204106 55,397 839,730 SH   SOLE   839,730 0 0
AIR TRANSPORT SERVICES GRP INC COM COM 00922R105 5,031 388,200 SH   SOLE   388,200 0 0
ALASKA AIR GROUP INC COM 011659109 1,533 26,300 SH   SOLE   26,300 0 0
ALLIANT ENERGY CORP COM 018802108 5,094 128,308 SH   SOLE   128,308 0 0
ALTRIA GROUP INC COM 02209S103 2,620 38,000 SH   SOLE   38,000 0 0
AMEREN CORP COM 023608102 8,813 164,490 SH   SOLE   164,490 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 1,339 47,300 SH   SOLE   47,300 0 0
AMIRA NATURE FOODS LTD SHS G0335L102 2,606 352,200 SH   SOLE   352,200 0 0
AMTRUST FINL SVCS INC COM 032359309 26,730 1,091,000 SH   SOLE   1,091,000 0 0
APPLE INC COM 037833100 2,001 20,936 SH   SOLE   20,936 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 2,951 68,800 SH   SOLE   68,800 0 0
ARROW ELECTRS INC COM 042735100 4,853 78,400 SH   SOLE   78,400 0 0
ASTEC INDS INC COM 046224101 5,795 103,200 SH   SOLE   103,200 0 0
ASTORIA FINL CORP COM 046265104 1,533 100,000 SH   SOLE   100,000 0 0
AT&T INC COM 00206R102 2,709 62,700 SH   SOLE   62,700 0 0
ATMOS ENERGY CORP COM 049560105 111,956 1,376,736 SH   SOLE   1,376,736 0 0
AUTONATION INC COM 05329W102 27,399 583,200 SH   SOLE   583,200 0 0
AVANGRID INC COM 05351W103 4,606 100,000 SH   SOLE   100,000 0 0
AVERY DENNISON CORP COM 053611109 47,190 631,300 SH   SOLE   631,300 0 0
AVISTA CORP COM 05379B107 3,852 85,972 SH   SOLE   85,972 0 0
BANK AMER CORP COM 060505104 2,455 185,000 SH   SOLE   185,000 0 0
BANK MONTREAL QUE COM 063671101 2,675 42,200 SH   SOLE   42,200 0 0
BANK N S HALIFAX COM 064149107 2,745 56,000 SH   SOLE   56,000 0 0
BANKUNITED INC COM 06652K103 3,840 125,000 SH   SOLE   125,000 0 0
BANNER CORP COM NEW 06652V208 5,318 125,000 SH   SOLE   125,000 0 0
BAXTER INTL INC COM 071813109 2,284 50,500 SH   SOLE   50,500 0 0
BCE INC COM NEW 05534B760 2,564 54,200 SH   SOLE   54,200 0 0
BED BATH & BEYOND INC COM 075896100 1,858 43,000 SH   SOLE   43,000 0 0
BEMIS INC COM 081437105 4,706 91,400 SH   SOLE   91,400 0 0
BENEFICIAL BANCORP INC COM 08171T102 3,943 310,000 SH   SOLE   310,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,534 17,500 SH   SOLE   17,500 0 0
BEST BUY INC COM 086516101 2,047 66,900 SH   SOLE   66,900 0 0
BJS RESTAURANTS INC COM 09180C106 4,458 101,700 SH   SOLE   101,700 0 0
BLACK HILLS CORP COM 092113109 4,725 74,959 SH   SOLE   74,959 0 0
BOEING CO COM 097023105 5,903 45,450 SH   SOLE   45,450 0 0
BOYD GAMING CORP COM 103304101 33,308 1,810,200 SH   SOLE   1,810,200 0 0
BRADY CORP CL A 104674106 5,244 171,600 SH   SOLE   171,600 0 0
BRIGGS & STRATTON CORP COM 109043109 4,465 210,800 SH   SOLE   210,800 0 0
BROOKLINE BANCORP INC DEL COM 11373M107 8,934 810,000 SH   SOLE   810,000 0 0
BURLINGTON STORES INC COM 122017106 5,337 80,000 SH   SOLE   80,000 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 4,767 64,200 SH   SOLE   64,200 0 0
CAPITAL BK FINL CORP COM 139794101 1,440 50,000 SH   SOLE   50,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 1,778 28,000 SH   SOLE   28,000 0 0
CASEYS GEN STORES INC COM 147528103 44,464 338,100 SH   SOLE   338,100 0 0
CATERPILLAR INC DEL COM 149123101 10,750 141,800 SH   SOLE   141,800 0 0
CDW CORP COM 12514G108 33,170 827,600 SH   SOLE   827,600 0 0
CENTERPOINT ENERGY INC COM 15189T107 21,416 892,328 SH   SOLE   892,328 0 0
CENTURYLINK INC COM 156700106 2,242 77,300 SH   SOLE   77,300 0 0
CHENIERE ENERGY INC COM NEW 16411R208 64,177 1,709,117 SH   SOLE   1,709,117 0 0
CHESAPEAKE UTILS CORP COM 165303108 5,950 89,908 SH   SOLE   89,908 0 0
CHEVRON CORP NEW COM 166764100 9,178 87,550 SH   SOLE   87,550 0 0
CHILDRENS PLACE INC/THE COM 168905107 5,276 65,800 SH   SOLE   65,800 0 0
CIENA CORP COM NEW 171779309 28,356 1,512,300 SH   SOLE   1,512,300 0 0
CISCO SYS INC COM 17275R102 5,110 178,115 SH   SOLE   178,115 0 0
CITIGROUP INC COM NEW 172967424 2,162 51,000 SH   SOLE   51,000 0 0
CITIZENS FINL GROUP INC COM 174610105 1,838 92,000 SH   SOLE   92,000 0 0
CLIFTON BANCORP INC COM 186873105 8,665 575,000 SH   SOLE   575,000 0 0
CMS ENERGY CORP COM 125896100 29,999 654,148 SH   SOLE   654,148 0 0
COLUMBIA PIPELINE GROUP INC COM 198280109 74,247 2,912,782 SH   SOLE   2,912,782 0 0
COMERICA INC COM 200340107 658 16,000 SH   SOLE   16,000 0 0
CONSOLIDATED EDISON INC COM 209115104 31,354 389,786 SH   SOLE   389,786 0 0
CONVERGYS CORP COM 212485106 4,348 173,900 SH   SOLE   173,900 0 0
CORNING NAT GAS HLDG CORP COM 219387107 337 19,064 SH   SOLE   19,064 0 0
CUMMINS INC COM 231021106 2,328 20,700 SH   SOLE   20,700 0 0
DARDEN RESTAURANTS INC COM 237194105 1,805 28,500 SH   SOLE   28,500 0 0
DEAN FOODS CO NEW COM NEW 242370203 4,204 232,400 SH   SOLE   232,400 0 0
DEERE & CO COM 244199105 1,953 24,100 SH   SOLE   24,100 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,519 41,700 SH   SOLE   41,700 0 0
DELTA NAT GAS INC COM 247748106 1,381 51,278 SH   SOLE   51,278 0 0
DOLLAR GEN CORP NEW COM 256677105 5,678 60,400 SH   SOLE   60,400 0 0
DOMINION RES INC VA NEW COM 25746U109 78,199 1,003,446 SH   SOLE   1,003,446 0 0
DOVER CORP COM 260003108 2,211 31,900 SH   SOLE   31,900 0 0
DOW CHEM CO COM 260543103 2,381 47,900 SH   SOLE   47,900 0 0
DTE ENERGY CO COM 233331107 25,648 258,754 SH   SOLE   258,754 0 0
DUKE ENERGY CORP NEW COM 26441C204 9,483 110,537 SH   SOLE   110,537 0 0
DYCOM INDS INC COM 267475101 41,361 460,800 SH   SOLE   460,800 0 0
EAGLE BANCORP INC MD COM 268948106 4,187 87,021 SH   SOLE   87,021 0 0
EATON CORP PLC SHS G29183103 2,449 41,000 SH   SOLE   41,000 0 0
EBAY INC COM 278642103 1,826 78,000 SH   SOLE   78,000 0 0
EMERSON ELEC CO COM 291011104 4,616 88,500 SH   SOLE   88,500 0 0
EMPIRE DIST ELEC CO COM 291641108 623 18,325 SH   SOLE   18,325 0 0
ENBRIDGE INC COM 29250N105 63,342 1,495,321 SH   SOLE   1,495,321 0 0
ENTERGY CORP NEW COM 29364G103 846 10,400 SH   SOLE   10,400 0 0
EQT CORP COM 26884L109 24,587 317,532 SH   SOLE   317,532 0 0
EURONET WORLDWIDE INC COM 298736109 1,211 17,500 SH   SOLE   17,500 0 0
EVERSOURCE ENERGY COM 30040W108 14,614 243,975 SH   SOLE   243,975 0 0
EXELON CORP COM 30161N101 18,690 514,031 SH   SOLE   514,031 0 0
EXPEDITORS INTL WASH INC COM 302130109 35,667 727,300 SH   SOLE   727,300 0 0
EXPRESS INC COM 30219E103 27,563 1,899,600 SH   SOLE   1,899,600 0 0
EXXON MOBIL CORP COM 30231G102 9,154 97,650 SH   SOLE   97,650 0 0
FCB FINL HLDGS INC CL A 30255G103 3,995 117,500 SH   SOLE   117,500 0 0
FEDEX CORP COM 31428X106 2,140 14,100 SH   SOLE   14,100 0 0
FIFTH THIRD BANCORP COM 316773100 2,322 132,000 SH   SOLE   132,000 0 0
FIRST BANCORP P R COM NEW 318672706 3,295 830,000 SH   SOLE   830,000 0 0
FIRST CONN BANCORP INC MD COM 319850103 4,151 250,670 SH   SOLE   250,670 0 0
FIRST DATA CORP NEW COM CL A 32008D106 1,218 110,000 SH   SOLE   110,000 0 0
FLUSHING FINL CORP COM 343873105 8,548 430,000 SH   SOLE   430,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 2,354 187,300 SH   SOLE   187,300 0 0
FRANKLIN RES INC COM 354613101 1,805 54,100 SH   SOLE   54,100 0 0
GAMESTOP CORP NEW CL A 36467W109 21,264 800,000 SH   SOLE   800,000 0 0
GAP INC DEL COM 364760108 3,510 165,400 SH   SOLE   165,400 0 0
GAS NAT INC COM 367204104 365 52,229 SH   SOLE   52,229 0 0
GENERAL DYNAMICS CORP COM 369550108 1,949 14,000 SH   SOLE   14,000 0 0
GENERAL ELECTRIC CO COM 369604103 6,280 199,500 SH   SOLE   199,500 0 0
GENERAL MTRS CO COM 37045V100 2,222 78,500 SH   SOLE   78,500 0 0
GENESCO INC COM 371532102 4,373 68,000 SH   SOLE   68,000 0 0
GENUINE PARTS CO COM 372460105 5,032 49,700 SH   SOLE   49,700 0 0
GILEAD SCIENCES INC COM 375558103 1,823 21,848 SH   SOLE   21,848 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,857 12,500 SH   SOLE   12,500 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 28,308 1,103,200 SH   SOLE   1,103,200 0 0
HANOVER INS GROUP INC COM 410867105 36,268 428,600 SH   SOLE   428,600 0 0
HARLEY DAVIDSON INC COM 412822108 2,097 46,300 SH   SOLE   46,300 0 0
HAWAIIAN HOLDINGS INC COM 419879101 43,673 1,150,500 SH   SOLE   1,150,500 0 0
HCA HOLDINGS INC COM 40412C101 2,056 26,700 SH   SOLE   26,700 0 0
HINGHAM INSTN SVGS MASS COM 433323102 9,219 75,000 SH   SOLE   75,000 0 0
HP INC COM 40434L105 2,861 228,000 SH   SOLE   228,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 5,747 34,200 SH   SOLE   34,200 0 0
IBERIABANK CORP COM 450828108 2,091 35,000 SH   SOLE   35,000 0 0
INDEPENDENT BANK CORP MASS COM 453836108 9,140 200,000 SH   SOLE   200,000 0 0
INGREDION INC COM 457187102 55,646 430,000 SH   SOLE   430,000 0 0
INSPERITY INC COM 45778Q107 7,291 94,400 SH   SOLE   94,400 0 0
INSTEEL INDUSTRIES INC COM 45774W108 4,897 171,300 SH   SOLE   171,300 0 0
INTEL CORP COM 458140100 6,354 193,730 SH   SOLE   193,730 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 10,807 71,200 SH   SOLE   71,200 0 0
INTERPUBLIC GROUP COS INC COM 460690100 36,364 1,574,200 SH   SOLE   1,574,200 0 0
INTL PAPER CO COM 460146103 2,738 64,600 SH   SOLE   64,600 0 0
INVESTORS BANCORP INC NEW COM 46146L101 3,989 360,000 SH   SOLE   360,000 0 0
ITRON INC COM 465741106 4,849 112,500 SH   SOLE   112,500 0 0
JETBLUE AIRWAYS CORP COM 477143101 25,287 1,527,000 SH   SOLE   1,527,000 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 5,216 85,200 SH   SOLE   85,200 0 0
JOHNSON CTLS INC COM 478366107 2,811 63,500 SH   SOLE   63,500 0 0
JPMORGAN CHASE & CO. COM 46625H100 2,486 40,000 SH   SOLE   40,000 0 0
KAMAN CORP COM 483548103 4,337 102,000 SH   SOLE   102,000 0 0
KEARNY FINL CORP MD COM 48716P108 9,058 720,000 SH   SOLE   720,000 0 0
KEYCORP NEW COM 493267108 2,321 210,000 SH   SOLE   210,000 0 0
KINDER MORGAN INC DEL COM 49456B101 77,561 4,143,225 SH   SOLE   4,143,225 0 0
KOHLS CORP COM 500255104 1,426 37,600 SH   SOLE   37,600 0 0
KROGER CO COM 501044101 1,755 47,700 SH   SOLE   47,700 0 0
LAS VEGAS SANDS CORP COM 517834107 3,988 91,700 SH   SOLE   91,700 0 0
LEAR CORP COM NEW 521865204 29,755 292,400 SH   SOLE   292,400 0 0
LENNAR CORP CL A 526057104 33,833 733,900 SH   SOLE   733,900 0 0
LINCOLN NATL CORP IND COM 534187109 1,706 44,000 SH   SOLE   44,000 0 0
LITHIA MTRS INC CL A 536797103 22,360 314,618 SH   SOLE   314,618 0 0
LYONDELLBASELL INDUSTRIES N V SHS - A - SHS - A - N53745100 2,166 29,100 SH   SOLE   29,100 0 0
MACYS INC COM 55616P104 1,533 45,600 SH   SOLE   45,600 0 0
MANPOWERGROUP INC COM 56418H100 25,594 397,800 SH   SOLE   397,800 0 0
MANULIFE FINL CORP COM 56501R106 2,407 176,100 SH   SOLE   176,100 0 0
MARATHON PETE CORP COM 56585A102 4,346 114,500 SH   SOLE   114,500 0 0
MCDONALDS CORP COM 580135101 2,142 17,800 SH   SOLE   17,800 0 0
MDU RES GROUP INC COM 552690109 14,602 608,407 SH   SOLE   608,407 0 0
MERCK & CO INC COM 58933Y105 8,497 147,500 SH   SOLE   147,500 0 0
MERIDIAN BANCORP INC MD COM 58958U103 7,538 510,000 SH   SOLE   510,000 0 0
METLIFE INC COM 59156R108 2,330 58,500 SH   SOLE   58,500 0 0
MGE ENERGY INC COM 55277P104 2,631 46,554 SH   SOLE   46,554 0 0
MORGAN STANLEY COM 617446448 1,819 70,000 SH   SOLE   70,000 0 0
MOSAIC CO NEW COM 61945C103 2,377 90,800 SH   SOLE   90,800 0 0
MOVADO GROUP INC COM 624580106 3,328 153,500 SH   SOLE   153,500 0 0
NATIONAL FUEL GAS CO N J COM 636180101 20,046 352,424 SH   SOLE   352,424 0 0
NATIONAL GRID PLC SPON ADR NEW 636274300 79,575 1,070,558 SH   SOLE   1,070,558 0 0
NATIONAL OILWELL VARCO INC COM 637071101 2,655 78,900 SH   SOLE   78,900 0 0
NEOPHOTONICS CORP COM 64051T100 3,899 409,100 SH   SOLE   409,100 0 0
NEW JERSEY RES COM 646025106 17,941 465,384 SH   SOLE   465,384 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 1,049 70,000 SH   SOLE   70,000 0 0
NISOURCE INC COM 65473P105 38,325 1,445,131 SH   SOLE   1,445,131 0 0
NORDSTROM INC COM 655664100 1,431 37,600 SH   SOLE   37,600 0 0
NORTHWEST NAT GAS CO COM 667655104 13,436 207,286 SH   SOLE   207,286 0 0
NORTHWESTERN CORP COM NEW 668074305 4,960 78,648 SH   SOLE   78,648 0 0
NVR INC COM 62944T105 39,905 22,414 SH   SOLE   22,414 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 2,456 32,500 SH   SOLE   32,500 0 0
OCEANFIRST FINL CORP COM 675234108 5,542 305,000 SH   SOLE   305,000 0 0
OMNICOM GROUP INC COM 681919106 4,694 57,600 SH   SOLE   57,600 0 0
ONE GAS INC COM 68235P108 26,811 402,625 SH   SOLE   402,625 0 0
OPUS BK IRVINE CALIF COM 684000102 5,239 155,000 SH   SOLE   155,000 0 0
ORBOTECH LTD ORD M75253100 5,059 198,000 SH   SOLE   198,000 0 0
OWENS & MINOR INC NEW COM 690732102 42,374 1,133,600 SH   SOLE   1,133,600 0 0
PACCAR INC COM 693718108 1,976 38,100 SH   SOLE   38,100 0 0
PACWEST BANCORP DEL COM 695263103 7,260 182,500 SH   SOLE   182,500 0 0
PARKER HANNIFIN CORP COM 701094104 2,075 19,200 SH   SOLE   19,200 0 0
PAYPAL HLDGS INC COM 70450Y103 2,376 65,087 SH   SOLE   65,087 0 0
PENNEY J C INC COM 708160106 36,494 4,109,700 SH   SOLE   4,109,700 0 0
PFIZER INC COM 717081103 8,709 247,350 SH   SOLE   247,350 0 0
PG&E CORP COM 69331C108 61,628 964,149 SH   SOLE   964,149 0 0
PHILIP MORRIS INTL INC COM 718172109 2,563 25,200 SH   SOLE   25,200 0 0
PIEDMONT NAT GAS INC COM 720186105 35,432 589,361 SH   SOLE   589,361 0 0
PLAINS GP HLDGS L P SH A REP LTPN 72651A108 11,711 1,122,777 SH   SOLE   1,122,777 0 0
PNC FINL SVCS GROUP INC COM 693475105 2,075 25,500 SH   SOLE   25,500 0 0
POOL CORPORATION COM 73278L105 42,436 451,300 SH   SOLE   451,300 0 0
POST HLDGS INC COM 737446104 5,342 64,600 SH   SOLE   64,600 0 0
POTBELLY CORP COM 73754Y100 4,481 357,300 SH   SOLE   357,300 0 0
PPL CORP COM 69351T106 17,600 466,219 SH   SOLE   466,219 0 0
PRAXAIR INC COM 74005P104 2,068 18,400 SH   SOLE   18,400 0 0
PROCTER & GAMBLE CO COM 742718109 7,311 86,350 SH   SOLE   86,350 0 0
PROGRESSIVE CORP OHIO COM 743315103 6,673 199,200 SH   SOLE   199,200 0 0
PROVIDENT FINL SVCS INC COM 74386T105 6,776 345,000 SH   SOLE   345,000 0 0
PRUDENTIAL FINL INC COM 744320102 4,245 59,500 SH   SOLE   59,500 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 31,545 676,790 SH   SOLE   676,790 0 0
QUALCOMM INC COM 747525103 4,762 88,900 SH   SOLE   88,900 0 0
QUESTAR CORP COM 748356102 25,952 1,022,926 SH   SOLE   1,022,926 0 0
RALPH LAUREN CORP CL A 751212101 1,470 16,400 SH   SOLE   16,400 0 0
REGIONS FINL CORP NEW COM 7591EP100 1,574 185,000 SH   SOLE   185,000 0 0
RELIANCE STEEL & ALUMINUM CO COM COM 759509102 5,660 73,600 SH   SOLE   73,600 0 0
REYNOLDS AMERICAN INC COM 761713106 2,524 46,800 SH   SOLE   46,800 0 0
RGC RES INC COM 74955L103 887 36,534 SH   SOLE   36,534 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 2,614 64,700 SH   SOLE   64,700 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 2,624 44,400 SH   SOLE   44,400 0 0
SANFILIPPO JOHN B & SON INC COM 800422107 2,745 64,400 SH   SOLE   64,400 0 0
SCANA CORP NEW COM 80589M102 12,557 165,966 SH   SOLE   165,966 0 0
SCHEIN HENRY INC COM 806407102 4,791 27,100 SH   SOLE   27,100 0 0
SEMPRA ENERGY COM 816851109 77,059 675,840 SH   SOLE   675,840 0 0
SERVISFIRST BANCSHARES INC COM 81768T108 2,099 42,500 SH   SOLE   42,500 0 0
SIMON PPTY GROUP INC NEW COM 828806109 2,169 10,000 SH   SOLE   10,000 0 0
SINCLAIR BROADCAST GROUP INC CL A CL A 829226109 35,223 1,179,600 SH   SOLE   1,179,600 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 1,759 27,800 SH   SOLE   27,800 0 0
SONOCO PRODS CO COM 835495102 5,095 102,600 SH   SOLE   102,600 0 0
SOUTH JERSEY INDS INC COM 838518108 12,479 394,671 SH   SOLE   394,671 0 0
SOUTHWEST AIRLS CO COM 844741108 1,953 49,800 SH   SOLE   49,800 0 0
SOUTHWEST GAS CORP COM 844895102 25,645 325,817 SH   SOLE   325,817 0 0
SPECTRA ENERGY CORP COM 847560109 79,173 2,161,415 SH   SOLE   2,161,415 0 0
SPIRE INC COM 84857L101 21,875 308,791 SH   SOLE   308,791 0 0
SUNCOR ENERGY INC NEW COM 867224107 2,657 95,800 SH   SOLE   95,800 0 0
SUNTRUST BKS INC COM 867914103 2,342 57,000 SH   SOLE   57,000 0 0
SUPERIOR INDS INTL INC COM 868168105 6,079 227,000 SH   SOLE   227,000 0 0
SYNCHRONY FINL COM 87165B103 1,593 63,000 SH   SOLE   63,000 0 0
SYNNEX CORP COM 87162W100 43,845 462,400 SH   SOLE   462,400 0 0
SYNOVUS FINL CORP COM NEW 87161C501 1,594 55,000 SH   SOLE   55,000 0 0
TARGET CORP COM 87612E106 5,767 82,600 SH   SOLE   82,600 0 0
TECH DATA CORP COM 878237106 40,480 563,400 SH   SOLE   563,400 0 0
TECO ENERGY INC COM 872375100 13,006 470,551 SH   SOLE   470,551 0 0
TESORO CORP COM 881609101 1,611 21,500 SH   SOLE   21,500 0 0
THOMSON REUTERS CORP COM 884903105 2,542 62,900 SH   SOLE   62,900 0 0
TIFFANY & CO NEW COM 886547108 1,783 29,400 SH   SOLE   29,400 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 2,572 59,900 SH   SOLE   59,900 0 0
TRANSCANADA CORP COM 89353D107 76,506 1,691,868 SH   SOLE   1,691,868 0 0
TRIPLE-S MGMT CORP CL B 896749108 4,178 171,000 SH   SOLE   171,000 0 0
TYSON FOODS INC CL A 902494103 4,622 69,200 SH   SOLE   69,200 0 0
UGI CORP NEW COM NEW 902681105 18,992 419,702 SH   SOLE   419,702 0 0
UNION PAC CORP COM 907818108 2,242 25,700 SH   SOLE   25,700 0 0
UNITED CONTL HLDGS INC COM 910047109 1,605 39,100 SH   SOLE   39,100 0 0
UNITED FINL BANCORP INC NEW COM 910304104 4,803 370,000 SH   SOLE   370,000 0 0
UNITED FIRE GROUP INC COM 910340108 4,718 111,200 SH   SOLE   111,200 0 0
UNITED PARCEL SERVICE INC CL B 911312106 2,510 23,300 SH   SOLE   23,300 0 0
UNITED TECHNOLOGIES CORP COM 913017109 2,143 20,900 SH   SOLE   20,900 0 0
UNITEDHEALTH GROUP INC COM 91324P102 5,309 37,600 SH   SOLE   37,600 0 0
UNITIL CORP COM 913259107 2,543 59,598 SH   SOLE   59,598 0 0
US BANCORP DEL COM NEW 902973304 2,218 55,000 SH   SOLE   55,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 3,453 67,700 SH   SOLE   67,700 0 0
VANTIV INC CL A 92210H105 1,415 25,000 SH   SOLE   25,000 0 0
VECTREN CORP COM 92240G101 17,051 323,728 SH   SOLE   323,728 0 0
VENTAS INC COM 92276F100 2,476 34,000 SH   SOLE   34,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 11,067 198,200 SH   SOLE   198,200 0 0
VIACOM INC NEW CL B 92553P201 4,338 104,600 SH   SOLE   104,600 0 0
VISA INC CL A 92826C839 2,447 32,995 SH   SOLE   32,995 0 0
VISTA OUTDOOR INC COM 928377100 4,343 91,000 SH   SOLE   91,000 0 0
WAL-MART STORES INC COM 931142103 5,210 71,350 SH   SOLE   71,350 0 0
WASHINGTON FED INC COM 938824109 9,279 382,500 SH   SOLE   382,500 0 0
WATSCO INC COM 942622200 4,952 35,200 SH   SOLE   35,200 0 0
WAYFAIR INC CL A 94419L101 33,085 848,327 SH   SOLE   848,327 0 0
WEC ENERGY GROUP INC COM 92939U106 48,883 748,590 SH   SOLE   748,590 0 0
WELLS FARGO & CO NEW COM 949746101 2,319 49,000 SH   SOLE   49,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109 3,592 110,000 SH   SOLE   110,000 0 0
WGL HLDGS INC COM 92924F106 22,164 313,092 SH   SOLE   313,092 0 0
WHOLE FOODS MKT INC COM 966837106 2,001 62,500 SH   SOLE   62,500 0 0
WINTRUST FINL CORP COM 97650W108 6,248 122,500 SH   SOLE   122,500 0 0
WSFS FINL CORP COM 929328102 5,231 162,500 SH   SOLE   162,500 0 0
XCEL ENERGY INC COM 98389B100 19,363 432,399 SH   SOLE   432,399 0 0
XEROX CORP COM 984121103 2,369 249,600 SH   SOLE   249,600 0 0
YADKIN FINL CORP COM 984305102 9,409 375,000 SH   SOLE   375,000 0 0