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 2,802 51,500 SH   SOLE   51,500 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 41,735 220,200 SH   SOLE   220,200 0 0
AECOM COM 00766T100 25,199 916,000 SH   SOLE   916,000 0 0
AETNA INC NEW COM 00817Y108 6,269 57,300 SH   SOLE   57,300 0 0
AGL RES INC COM 001204106 59,314 971,730 SH   SOLE   971,730 0 0
ALASKA AIR GROUP INC COM 011659109 2,852 35,900 SH   SOLE   35,900 0 0
ALBEMARLE CORP COM 012653101 1,768 40,100 SH   SOLE   40,100 0 0
ALLIANT ENERGY CORP COM 018802108 4,791 81,904 SH   SOLE   81,904 0 0
ALLY FINL INC COM 02005N100 2,038 100,000 SH   SOLE   100,000 0 0
ALTRIA GROUP INC COM 02209S103 2,921 53,700 SH   SOLE   53,700 0 0
AMAZON COM INC COM 023135106 205 401 SH   SOLE   401 0 0
AMEDISYS INC COM 023436108 7,142 188,100 SH   SOLE   188,100 0 0
AMEREN CORP COM 023608102 8,475 200,490 SH   SOLE   200,490 0 0
AMERICAN WOODMARK CORP COM 030506109 7,985 123,100 SH   SOLE   123,100 0 0
AMTRUST FINL SVCS INC COM 032359309 6,638 105,400 SH   SOLE   105,400 0 0
APPLE INC COM 037833100 2,533 22,961 SH   SOLE   22,961 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 5,932 73,100 SH   SOLE   73,100 0 0
ASSOCIATED BANC CORP COM 045487105 3,414 190,000 SH   SOLE   190,000 0 0
ASTORIA FINL CORP COM 046265104 9,016 560,000 SH   SOLE   560,000 0 0
AT&T INC COM 00206R102 5,539 170,000 SH   SOLE   170,000 0 0
ATLAS AIR WORLDWIDE HLDGS INC COM 049164205 4,282 123,900 SH   SOLE   123,900 0 0
ATMOS ENERGY CORP COM 049560105 55,491 953,788 SH   SOLE   953,788 0 0
AUTOZONE INC COM 053332102 2,895 4,000 SH   SOLE   4,000 0 0
AVISTA CORP COM 05379B107 3,540 106,472 SH   SOLE   106,472 0 0
BALL CORP COM 058498106 34,086 548,000 SH   SOLE   548,000 0 0
BANK AMER CORP COM 060505104 4,347 279,000 SH   SOLE   279,000 0 0
BANK N S HALIFAX COM 064149107 2,394 54,300 SH   SOLE   54,300 0 0
BANKUNITED INC COM 06652K103 9,152 256,000 SH   SOLE   256,000 0 0
BANNER CORP COM NEW 06652V208 9,721 203,500 SH   SOLE   203,500 0 0
BARD C R INC COM 067383109 2,459 13,200 SH   SOLE   13,200 0 0
BAXALTA INC COM 07177M103 1,292 41,000 SH   SOLE   41,000 0 0
BAXTER INTL INC COM 071813109 1,347 41,000 SH   SOLE   41,000 0 0
BB&T CORP COM 054937107 2,670 75,000 SH   SOLE   75,000 0 0
BCE INC COM NEW 05534B760 2,658 64,900 SH   SOLE   64,900 0 0
BED BATH & BEYOND INC COM 075896100 1,802 31,600 SH   SOLE   31,600 0 0
BENEFICIAL BANCORP INC COM 08171T102 2,519 190,000 SH   SOLE   190,000 0 0
BERKSHIRE HATHAWAY INC CL A 084670108 7,029 36 SH   SOLE   36 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,238 32,500 SH   SOLE   32,500 0 0
BERKSHIRE HILLS BANCORP INC COM 084680107 3,856 140,000 SH   SOLE   140,000 0 0
BLACK HILLS CORP COM 092113109 3,636 87,959 SH   SOLE   87,959 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 1,742 55,000 SH   SOLE   55,000 0 0
BLOCK H & R INC COM 093671105 2,574 71,100 SH   SOLE   71,100 0 0
BLUE HILLS BANCORP INC COM 095573101 208 15,000 SH   SOLE   15,000 0 0
BOEING CO COM 097023105 2,318 17,700 SH   SOLE   17,700 0 0
BRINKER INTL INC COM 109641100 29,506 560,200 SH   SOLE   560,200 0 0
BROOKLINE BANCORP INC DEL COM 11373M107 304 30,000 SH   SOLE   30,000 0 0
CAMPBELL SOUP CO COM 134429109 2,504 49,400 SH   SOLE   49,400 0 0
CAPITAL BK FINL CORP COM 139794101 5,290 175,000 SH   SOLE   175,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 4,206 58,000 SH   SOLE   58,000 0 0
CARMAX INC COM 143130102 4,965 83,700 SH   SOLE   83,700 0 0
CATERPILLAR INC DEL COM 149123101 6,369 97,450 SH   SOLE   97,450 0 0
CDW CORP COM 12514G108 6,129 150,000 SH   SOLE   150,000 0 0
CENOVUS ENERGY INC COM 15135U109 2,116 139,600 SH   SOLE   139,600 0 0
CENTENE CORP DEL COM 15135B101 39,805 734,000 SH   SOLE   734,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 17,521 971,226 SH   SOLE   971,226 0 0
CENTURYLINK INC COM 156700106 1,809 72,000 SH   SOLE   72,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 75,136 1,555,617 SH   SOLE   1,555,617 0 0
CHESAPEAKE UTILS CORP COM 165303108 6,126 115,408 SH   SOLE   115,408 0 0
CHEVRON CORP NEW COM 166764100 6,571 83,300 SH   SOLE   83,300 0 0
CISCO SYS INC COM 17275R102 2,691 102,515 SH   SOLE   102,515 0 0
CITIGROUP INC COM NEW 172967424 4,266 86,000 SH   SOLE   86,000 0 0
CITIZENS FINL GROUP INC COM 174610105 2,744 115,000 SH   SOLE   115,000 0 0
CLIFTON BANCORP INC COM 186873105 9,230 665,000 SH   SOLE   665,000 0 0
CMS ENERGY CORP COM 125896100 28,261 800,148 SH   SOLE   800,148 0 0
COACH INC COM 189754104 1,860 64,300 SH   SOLE   64,300 0 0
COCA COLA CO COM 191216100 5,013 124,950 SH   SOLE   124,950 0 0
COCA COLA ENTERPRISES INC COM 19122T109 2,582 53,400 SH   SOLE   53,400 0 0
COLUMBIA PIPELINE GROUP INC COM 198280109 54,826 2,997,582 SH   SOLE   2,997,582 0 0
COMMUNICATIONS SALES&LEAS INC COM 20341J104 9,985 557,840 SH   SOLE   557,840 0 0
CONOCOPHILLIPS COM 20825C104 2,019 42,100 SH   SOLE   42,100 0 0
CONSOLIDATED EDISON INC COM 209115104 30,937 462,786 SH   SOLE   462,786 0 0
CORE MARK HOLDING CO INC COM 218681104 5,331 81,444 SH   SOLE   81,444 0 0
CORNING NAT GAS HLDG CORP COM 219387107 405 25,267 SH   SOLE   25,267 0 0
COVENANT TRANS INC - CL A CL A 22284P105 3,220 179,200 SH   SOLE   179,200 0 0
CRACKER BARREL OLD CTRY STORE COM 22410J106 5,611 38,100 SH   SOLE   38,100 0 0
CULLEN FROST BANKERS INC COM 229899109 1,907 30,000 SH   SOLE   30,000 0 0
CUSTOMERS BANCORP INC COM 23204G100 5,012 195,000 SH   SOLE   195,000 0 0
CVS HEALTH CORP COM 126650100 5,316 55,100 SH   SOLE   55,100 0 0
DEERE & CO COM 244199105 1,968 26,600 SH   SOLE   26,600 0 0
DELTA NAT GAS INC COM 247748106 1,441 70,434 SH   SOLE   70,434 0 0
DISCOVER FINL SVCS COM 254709108 4,055 78,000 SH   SOLE   78,000 0 0
DOMINION RES INC VA NEW COM 25746U109 80,405 1,142,446 SH   SOLE   1,142,446 0 0
DOVER CORP COM 260003108 1,893 33,100 SH   SOLE   33,100 0 0
DOW CHEM CO COM 260543103 2,510 59,200 SH   SOLE   59,200 0 0
DTE ENERGY CO COM 233331107 25,996 323,454 SH   SOLE   323,454 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 239 4,950 SH   SOLE   4,950 0 0
DUKE ENERGY CORP COM 26441C204 9,988 138,837 SH   SOLE   138,837 0 0
EMERSON ELEC CO COM 291011104 2,200 49,800 SH   SOLE   49,800 0 0
EMPIRE DIST ELEC CO COM 291641108 530 24,075 SH   SOLE   24,075 0 0
ENBRIDGE INC COM 29250N105 70,206 1,890,821 SH   SOLE   1,890,821 0 0
ENCORE CAP GROUP INC COM 292554102 278 7,500 SH   SOLE   7,500 0 0
ENTERGY CORP NEW COM 29364G103 872 13,400 SH   SOLE   13,400 0 0
EPLUS INC COM 294268107 5,527 69,900 SH   SOLE   69,900 0 0
EQT CORP COM 26884L109 22,458 346,732 SH   SOLE   346,732 0 0
ERIE INDTY CO CL A 29530P102 5,162 62,240 SH   SOLE   62,240 0 0
EVERSOURCE ENERGY COM 30040W108 15,817 312,475 SH   SOLE   312,475 0 0
EXELON CORP COM 30161N101 12,760 429,631 SH   SOLE   429,631 0 0
EXXON MOBIL CORP COM 30231G102 8,231 110,700 SH   SOLE   110,700 0 0
F M C CORP COM NEW 302491303 1,356 40,000 SH   SOLE   40,000 0 0
FIFTH THIRD BANCORP COM 316773100 4,311 228,000 SH   SOLE   228,000 0 0
FIRST CONN BANCORP INC MD COM 319850103 1,290 80,000 SH   SOLE   80,000 0 0
1ST SOURCE CORP COM 336901103 616 20,000 SH   SOLE   20,000 0 0
FLOWSERVE CORP COM 34354P105 1,699 41,300 SH   SOLE   41,300 0 0
FLUOR CORP NEW COM 343412102 1,804 42,600 SH   SOLE   42,600 0 0
FLUSHING FINL CORP COM 343873105 9,610 480,000 SH   SOLE   480,000 0 0
FMC TECHNOLOGIES INC COM 30249U101 1,848 59,600 SH   SOLE   59,600 0 0
FOOT LOCKER INC COM 344849104 41,426 575,600 SH   SOLE   575,600 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 2,434 179,400 SH   SOLE   179,400 0 0
FRANKLIN RES INC COM 354613101 1,677 45,000 SH   SOLE   45,000 0 0
FREEPORT-MCMORAN INC COM 35671D857 1,418 146,300 SH   SOLE   146,300 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 22,138 4,660,700 SH   SOLE   4,660,700 0 0
FULTON FINL CORP PA COM 360271100 3,388 280,000 SH   SOLE   280,000 0 0
GAP INC DEL COM 364760108 1,636 57,400 SH   SOLE   57,400 0 0
GAS NAT INC COM 367204104 557 62,282 SH   SOLE   62,282 0 0
GENERAL ELECTRIC CO COM 369604103 8,223 326,050 SH   SOLE   326,050 0 0
GENERAL MLS INC COM 370334104 3,025 53,900 SH   SOLE   53,900 0 0
GENERAL MTRS CO COM 37045V100 2,381 79,300 SH   SOLE   79,300 0 0
G-III APPAREL GROUP LTD COM 36237H101 6,598 107,000 SH   SOLE   107,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 4,083 23,500 SH   SOLE   23,500 0 0
GOOGLE INC CL C 38259P706 207 341 SH   SOLE   341 0 0
HARLEY DAVIDSON INC COM 412822108 2,009 36,600 SH   SOLE   36,600 0 0
HCA HOLDINGS INC COM 40412C101 8,858 114,500 SH   SOLE   114,500 0 0
HD SUPPLY HLDGS INC COM 40416M105 31,027 1,084,100 SH   SOLE   1,084,100 0 0
HELMERICH & PAYNE INC COM 423452101 1,772 37,500 SH   SOLE   37,500 0 0
HINGHAM INSTN SVGS MASS COM 433323102 9,700 83,600 SH   SOLE   83,600 0 0
HNI CORP COM 404251100 4,792 111,700 SH   SOLE   111,700 0 0
HUNTINGTON BANCSHARES INC COM 446150104 318 30,000 SH   SOLE   30,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 4,297 40,100 SH   SOLE   40,100 0 0
INDEPENDENT BANK CORP MASS COM 453836108 8,759 190,000 SH   SOLE   190,000 0 0
INGLES MKTS INC CL A 457030104 6,352 132,800 SH   SOLE   132,800 0 0
INTEL CORP COM 458140100 2,303 76,425 SH   SOLE   76,425 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 3,900 26,900 SH   SOLE   26,900 0 0
INTL PAPER CO COM 460146103 1,992 52,700 SH   SOLE   52,700 0 0
INVESTORS BANCORP INC NEW COM 46146L101 9,502 770,000 SH   SOLE   770,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 58,902 2,285,700 SH   SOLE   2,285,700 0 0
JOHNSON & JOHNSON COM 478160104 2,138 22,900 SH   SOLE   22,900 0 0
JONES LANG LASALLE INC COM 48020Q107 5,032 35,000 SH   SOLE   35,000 0 0
JPMORGAN CHASE & CO. COM 46625H100 4,390 72,000 SH   SOLE   72,000 0 0
KEARNY FINL CORP MD COM 48716P108 7,341 640,000 SH   SOLE   640,000 0 0
KELLOGG CO COM 487836108 5,124 77,000 SH   SOLE   77,000 0 0
KEYCORP NEW COM 493267108 4,280 329,000 SH   SOLE   329,000 0 0
KIMBERLY CLARK CORP COM 494368103 2,879 26,400 SH   SOLE   26,400 0 0
KINDER MORGAN INC DEL COM 49456B101 76,057 2,747,725 SH   SOLE   2,747,725 0 0
KROGER CO COM 501044101 5,685 157,600 SH   SOLE   157,600 0 0
LACLEDE GROUP INC COM 505597104 20,280 371,908 SH   SOLE   371,908 0 0
LAS VEGAS SANDS CORP COM 517834107 3,600 94,800 SH   SOLE   94,800 0 0
LEAR CORP COM NEW 521865204 8,224 75,600 SH   SOLE   75,600 0 0
LIFEPOINT HEALTH INC COM 53219L109 30,347 428,020 SH   SOLE   428,020 0 0
LIVE NATION ENTERTAINMENT INC COM 538034109 29,533 1,228,500 SH   SOLE   1,228,500 0 0
LOWES COS INC COM 548661107 5,279 76,600 SH   SOLE   76,600 0 0
LYDALL INC DEL COM 550819106 5,048 177,200 SH   SOLE   177,200 0 0
LYONDELLBASELL INDUSTRIES N V SHS - A - N53745100 2,693 32,300 SH   SOLE   32,300 0 0
M & T BK CORP COM 55261F104 3,293 27,000 SH   SOLE   27,000 0 0
MACYS INC COM 55616P104 1,878 36,600 SH   SOLE   36,600 0 0
MANULIFE FINL CORP COM 56501R106 2,531 163,500 SH   SOLE   163,500 0 0
MARATHON OIL CORP COM 565849106 1,554 100,900 SH   SOLE   100,900 0 0
MARATHON PETE CORP COM 56585A102 2,673 57,700 SH   SOLE   57,700 0 0
MASCO CORP COM 574599106 31,684 1,258,300 SH   SOLE   1,258,300 0 0
MASTERCARD INC CL A 57636Q104 2,271 25,195 SH   SOLE   25,195 0 0
MCDONALDS CORP COM 580135101 11,154 113,200 SH   SOLE   113,200 0 0
MDU RES GROUP INC COM 552690109 12,408 721,407 SH   SOLE   721,407 0 0
MERCER INTL INC COM 588056101 4,056 404,400 SH   SOLE   404,400 0 0
MERCK & CO INC NEW COM 58933Y105 7,075 143,250 SH   SOLE   143,250 0 0
MERIDIAN BANCORP INC MD COM 58958U103 4,374 320,000 SH   SOLE   320,000 0 0
METLIFE INC COM 59156R108 2,716 57,600 SH   SOLE   57,600 0 0
MGE ENERGY INC COM 55277P104 2,432 59,054 SH   SOLE   59,054 0 0
MICRON TECHNOLOGY INC COM 595112103 1,170 78,100 SH   SOLE   78,100 0 0
MICROSOFT CORP COM 594918104 3,176 71,755 SH   SOLE   71,755 0 0
MOHAWK INDS INC COM 608190104 40,048 220,300 SH   SOLE   220,300 0 0
MORGAN STANLEY COM 617446448 3,938 125,000 SH   SOLE   125,000 0 0
MULTI COLOR CORP COM 625383104 6,318 82,600 SH   SOLE   82,600 0 0
MURPHY USA INC COM 626755102 4,412 80,300 SH   SOLE   80,300 0 0
NATIONAL FUEL GAS CO N J COM 636180101 19,014 380,424 SH   SOLE   380,424 0 0
NATIONAL GRID PLC SPON ADR NEW 636274300 80,514 1,156,318 SH   SOLE   1,156,318 0 0
NATIONAL OILWELL VARCO INC COM 637071101 2,037 54,100 SH   SOLE   54,100 0 0
NEW JERSEY RES COM 646025106 16,468 548,384 SH   SOLE   548,384 0 0
NISOURCE INC COM 65473P105 28,384 1,530,131 SH   SOLE   1,530,131 0 0
NORDSTROM INC COM 655664100 2,194 30,600 SH   SOLE   30,600 0 0
NORTHROP GRUMMAN CORP COM 666807102 5,609 33,800 SH   SOLE   33,800 0 0
NORTHWEST NAT GAS CO COM 667655104 11,779 256,951 SH   SOLE   256,951 0 0
NORTHWESTERN CORP COM NEW 668074305 7,305 135,698 SH   SOLE   135,698 0 0
NVR INC COM 62944T105 39,525 25,914 SH   SOLE   25,914 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 2,322 35,100 SH   SOLE   35,100 0 0
OCEANFIRST FINL CORP COM 675234108 4,563 265,000 SH   SOLE   265,000 0 0
OMNICOM GROUP INC COM 681919106 2,069 31,400 SH   SOLE   31,400 0 0
1 800 FLOWERS COM CL A 68243Q106 4,350 478,000 SH   SOLE   478,000 0 0
ONE GAS INC COM 68235P108 22,671 500,125 SH   SOLE   500,125 0 0
PACCAR INC COM 693718108 1,878 36,000 SH   SOLE   36,000 0 0
PACWEST BANCORP DEL COM 695263103 5,437 127,000 SH   SOLE   127,000 0 0
PATRICK INDS INC COM 703343103 5,888 149,100 SH   SOLE   149,100 0 0
PAYPAL HLDGS INC COM 70450Y103 1,284 41,372 SH   SOLE   41,372 0 0
PENNEY J C INC COM 708160106 29,125 3,135,100 SH   SOLE   3,135,100 0 0
PEPCO HOLDINGS INC COM 713291102 1,959 80,904 SH   SOLE   80,904 0 0
PFIZER INC COM 717081103 8,127 258,750 SH   SOLE   258,750 0 0
PG&E CORP COM 69331C108 60,947 1,154,299 SH   SOLE   1,154,299 0 0
PHILIP MORRIS INTL INC COM 718172109 2,800 35,300 SH   SOLE   35,300 0 0
PIEDMONT NAT GAS INC COM 720186105 28,364 707,861 SH   SOLE   707,861 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 20,657 994,100 SH   SOLE   994,100 0 0
PINNACLE FOODS INC DEL COM 72348P104 38,136 910,600 SH   SOLE   910,600 0 0
PLAINS GP HLDGS L P SH A REP LTPN 72651A108 18,642 1,065,277 SH   SOLE   1,065,277 0 0
PNC FINL SVCS GROUP INC COM 693475105 4,192 47,000 SH   SOLE   47,000 0 0
PPL CORP COM 69351T106 18,689 568,219 SH   SOLE   568,219 0 0
PROCTER & GAMBLE CO COM 742718109 7,241 100,650 SH   SOLE   100,650 0 0
PROGRESSIVE CORP OHIO COM 743315103 2,699 88,100 SH   SOLE   88,100 0 0
PROVIDENT FINL SVCS INC COM 74386T105 9,653 495,000 SH   SOLE   495,000 0 0
PRUDENTIAL FINL INC COM 744320102 2,820 37,000 SH   SOLE   37,000 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 34,773 824,790 SH   SOLE   824,790 0 0
QUESTAR CORP COM 748356102 24,164 1,244,926 SH   SOLE   1,244,926 0 0
REGIONS FINL CORP NEW COM 7591EP100 3,919 435,000 SH   SOLE   435,000 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 33,863 373,800 SH   SOLE   373,800 0 0
REPUBLIC AWYS HLDGS INC COM 760276105 2,573 445,200 SH   SOLE   445,200 0 0
RGC RES INC COM 74955L103 1,020 49,466 SH   SOLE   49,466 0 0
RITE AID CORP COM 767754104 1,922 316,700 SH   SOLE   316,700 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 2,569 46,500 SH   SOLE   46,500 0 0
RPM INTL INC COM 749685103 27,501 656,500 SH   SOLE   656,500 0 0
RYDER SYS INC COM 783549108 24,678 333,300 SH   SOLE   333,300 0 0
SANDISK CORP COM 80004C101 1,597 29,400 SH   SOLE   29,400 0 0
SCANA CORP NEW COM 80589M102 11,138 197,966 SH   SOLE   197,966 0 0
SCIENCE APPLICATNS INTL CP COM 808625107 4,222 105,000 SH   SOLE   105,000 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 2,119 47,300 SH   SOLE   47,300 0 0
SEALED AIR CORP NEW COM 81211K100 46,707 996,300 SH   SOLE   996,300 0 0
SEMPRA ENERGY COM 816851109 81,858 846,340 SH   SOLE   846,340 0 0
SERVISFIRST BANCSHARES INC COM 81768T108 6,645 160,000 SH   SOLE   160,000 0 0
SKECHERS U S A INC CL A 830566105 57,628 429,800 SH   SOLE   429,800 0 0
SOUTH JERSEY INDS INC COM 838518108 10,849 429,671 SH   SOLE   429,671 0 0
SOUTHERN COPPER CORP COM 84265V105 2,290 85,700 SH   SOLE   85,700 0 0
SOUTHWEST AIRLS CO COM 844741108 2,161 56,800 SH   SOLE   56,800 0 0
SOUTHWEST GAS CORP COM 844895102 23,191 397,645 SH   SOLE   397,645 0 0
SPECTRA ENERGY CORP COM 847560109 76,746 2,921,415 SH   SOLE   2,921,415 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 5,549 114,800 SH   SOLE   114,800 0 0
STAPLES INC COM 855030102 5,976 509,500 SH   SOLE   509,500 0 0
STEEL DYNAMICS INC COM 858119100 23,538 1,370,100 SH   SOLE   1,370,100 0 0
SUNCOR ENERGY INC NEW COM 867224107 2,421 90,600 SH   SOLE   90,600 0 0
SUNTRUST BKS INC COM 867914103 4,359 114,000 SH   SOLE   114,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104 3,871 142,000 SH   SOLE   142,000 0 0
SYNCHRONY FINL COM 87165B103 2,974 95,000 SH   SOLE   95,000 0 0
SYNOVUS FINL CORP COM NEW 87161C501 8,880 300,000 SH   SOLE   300,000 0 0
SYSCO CORP COM 871829107 2,775 71,200 SH   SOLE   71,200 0 0
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109 37,131 1,292,400 SH   SOLE   1,292,400 0 0
TECO ENERGY INC COM 872375100 15,770 600,551 SH   SOLE   600,551 0 0
TENET HEALTHCARE CORP COM 88033G407 18,955 513,400 SH   SOLE   513,400 0 0
TERADATA CORP DEL COM 88076W103 1,549 53,500 SH   SOLE   53,500 0 0
TESORO CORP COM 881609101 6,097 62,700 SH   SOLE   62,700 0 0
THOMSON REUTERS CORP COM 884903105 2,891 71,800 SH   SOLE   71,800 0 0
TOPBUILD CORP COM 89055F103 4,330 139,811 SH   SOLE   139,811 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 2,570 65,200 SH   SOLE   65,200 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 4,622 359,100 SH   SOLE   359,100 0 0
TRANSCANADA CORP COM 89353D107 77,163 2,443,427 SH   SOLE   2,443,427 0 0
TRAVELCENTERS AMER LLC COM 894174101 4,207 407,300 SH   SOLE   407,300 0 0
U S CONCRETE INC COM NEW 90333L201 8,798 184,100 SH   SOLE   184,100 0 0
UGI CORP NEW COM NEW 902681105 42,846 1,230,502 SH   SOLE   1,230,502 0 0
UIL HLDG CORP COM 902748102 10,977 218,368 SH   SOLE   218,368 0 0
UMPQUA HLDGS CORP COM 904214103 4,075 250,000 SH   SOLE   250,000 0 0
UNITED CONTL HLDGS INC COM 910047109 4,403 83,000 SH   SOLE   83,000 0 0
UNITED FINL BANCORP INC COM 910304104 5,220 400,000 SH   SOLE   400,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 5,801 50,000 SH   SOLE   50,000 0 0
UNITIL CORP COM 913259107 2,909 78,871 SH   SOLE   78,871 0 0
US BANCORP DEL COM NEW 902973304 4,388 107,000 SH   SOLE   107,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 6,148 102,300 SH   SOLE   102,300 0 0
VALSPAR CORP COM 920355104 27,379 380,900 SH   SOLE   380,900 0 0
VECTREN CORP COM 92240G101 17,003 404,728 SH   SOLE   404,728 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 9,598 220,600 SH   SOLE   220,600 0 0
VIACOM INC NEW CL B 92553P201 1,506 34,900 SH   SOLE   34,900 0 0
VISA INC CL A 92826C839 3,997 57,385 SH   SOLE   57,385 0 0
VOYA FINL INC COM 929089100 29,442 759,400 SH   SOLE   759,400 0 0
WASHINGTON FED INC COM 938824109 9,498 417,500 SH   SOLE   417,500 0 0
WASTE MGMT INC DEL COM 94106L109 2,710 54,400 SH   SOLE   54,400 0 0
WEBSTER FINL CORP CONN COM 947890109 6,592 185,000 SH   SOLE   185,000 0 0
WEC ENERGY GROUP INC COM 92939U106 47,473 909,090 SH   SOLE   909,090 0 0
WELLS FARGO & CO NEW COM 949746101 4,365 85,000 SH   SOLE   85,000 0 0
WEST CORP COM 952355204 3,656 163,200 SH   SOLE   163,200 0 0
WESTERN ALLIANCE BANCORP COM 957638109 614 20,000 SH   SOLE   20,000 0 0
WESTERN UN CO COM 959802109 2,502 136,300 SH   SOLE   136,300 0 0
WEYERHAEUSER CO COM 962166104 2,239 81,900 SH   SOLE   81,900 0 0
WGL HLDGS INC COM 92924F106 28,679 497,292 SH   SOLE   497,292 0 0
WILLIAMS COS INC DEL COM 969457100 71,675 1,945,057 SH   SOLE   1,945,057 0 0
WILSHIRE BANCORP INC COM 97186T108 1,314 125,000 SH   SOLE   125,000 0 0
WINDSTREAM HLDGS INC COM 97382A200 2,854 464,867 SH   SOLE   464,867 0 0
WINTRUST FINL CORP COM 97650W108 9,003 168,500 SH   SOLE   168,500 0 0
WSFS FINL CORP COM 929328102 9,507 330,000 SH   SOLE   330,000 0 0
XCEL ENERGY INC COM 98389B100 19,472 549,899 SH   SOLE   549,899 0 0
ZUMIEZ INC COM 989817101 2,334 149,300 SH   SOLE   149,300 0 0