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
ABBOTT LABS COM 002824100 5,823 137,700 SH   SOLE   137,700 0 0
ABBVIE INC COM 00287Y109 2,554 40,500 SH   SOLE   40,500 0 0
AGRIUM INC COM 008916108 3,011 33,200 SH   SOLE   33,200 0 0
AIR TRANSPORT SERVICES GRP INC COM COM 00922R105 5,025 350,200 SH   SOLE   350,200 0 0
ALASKA AIR GROUP INC COM 011659109 1,679 25,500 SH   SOLE   25,500 0 0
ALLIANT ENERGY CORP COM 018802108 5,605 146,308 SH   SOLE   146,308 0 0
ALTRIA GROUP INC COM 02209S103 2,333 36,900 SH   SOLE   36,900 0 0
AMEREN CORP COM 023608102 8,950 181,990 SH   SOLE   181,990 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 1,680 45,900 SH   SOLE   45,900 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 541 25,000 SH   SOLE   25,000 0 0
AMIRA NATURE FOODS LTD SHS G0335L102 2,637 317,700 SH   SOLE   317,700 0 0
AMPHENOL CORP NEW CL A 032095101 18,191 280,200 SH   SOLE   280,200 0 0
AMTRUST FINL SVCS INC COM 032359309 25,623 955,000 SH   SOLE   955,000 0 0
ANADARKO PETE CORP COM 032511107 8,275 130,600 SH   SOLE   130,600 0 0
APPLE INC COM 037833100 2,273 20,106 SH   SOLE   20,106 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 2,813 66,700 SH   SOLE   66,700 0 0
ARROW ELECTRS INC COM 042735100 4,529 70,800 SH   SOLE   70,800 0 0
ASTEC INDS INC COM 046224101 5,574 93,100 SH   SOLE   93,100 0 0
AT&T INC COM 00206R102 2,469 60,800 SH   SOLE   60,800 0 0
ATMOS ENERGY CORP COM 049560105 105,906 1,422,136 SH   SOLE   1,422,136 0 0
AUTONATION INC COM 05329W102 24,866 510,500 SH   SOLE   510,500 0 0
AVANGRID INC COM 05351W103 4,546 108,800 SH   SOLE   108,800 0 0
AVERY DENNISON CORP COM 053611109 43,127 554,400 SH   SOLE   554,400 0 0
AVISTA CORP COM 05379B107 4,157 99,472 SH   SOLE   99,472 0 0
BANK AMER CORP COM 060505104 1,252 80,000 SH   SOLE   80,000 0 0
BANK MONTREAL QUE COM 063671101 2,682 40,900 SH   SOLE   40,900 0 0
BANK N S HALIFAX COM 064149107 2,877 54,300 SH   SOLE   54,300 0 0
BANKUNITED INC COM 06652K103 2,869 95,000 SH   SOLE   95,000 0 0
BANNER CORP COM NEW 06652V208 3,937 90,000 SH   SOLE   90,000 0 0
BAXTER INTL INC COM 071813109 2,337 49,100 SH   SOLE   49,100 0 0
BCE INC COM NEW 05534B760 2,429 52,600 SH   SOLE   52,600 0 0
BED BATH & BEYOND INC COM 075896100 1,802 41,800 SH   SOLE   41,800 0 0
BEMIS INC COM 081437105 4,203 82,400 SH   SOLE   82,400 0 0
BENEFICIAL BANCORP INC COM 08171T102 4,634 315,000 SH   SOLE   315,000 0 0
BERKSHIRE HATHAWAY INC - CL A CL A 084670108 6,703 31 SH   SOLE   31 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,445 10,000 SH   SOLE   10,000 0 0
BEST BUY INC COM 086516101 2,482 65,000 SH   SOLE   65,000 0 0
BIG LOTS INC COM 089302103 11,030 231,000 SH   SOLE   231,000 0 0
BJS RESTAURANTS INC COM 09180C106 3,263 91,800 SH   SOLE   91,800 0 0
BLACK HILLS CORP COM 092113109 4,895 79,959 SH   SOLE   79,959 0 0
BOEING CO COM 097023105 8,570 65,050 SH   SOLE   65,050 0 0
BOYD GAMING CORP COM 103304101 31,343 1,584,600 SH   SOLE   1,584,600 0 0
BRADY CORP CL A 104674106 5,358 154,800 SH   SOLE   154,800 0 0
BRIGGS & STRATTON CORP COM 109043109 3,547 190,200 SH   SOLE   190,200 0 0
BROOKLINE BANCORP INC DEL COM 11373M107 8,777 720,000 SH   SOLE   720,000 0 0
BURLINGTON STORES INC COM 122017106 5,850 72,200 SH   SOLE   72,200 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 4,080 57,900 SH   SOLE   57,900 0 0
CACI INTL INC CL A 127190304 3,350 33,200 SH   SOLE   33,200 0 0
CAPITAL ONE FINL CORP COM 14040H105 934 13,000 SH   SOLE   13,000 0 0
CAPSTAR FINL HLDGS INC COM 14070T102 2,204 130,000 SH   SOLE   130,000 0 0
CASEYS GEN STORES INC COM 147528103 35,552 295,900 SH   SOLE   295,900 0 0
CATERPILLAR INC DEL COM 149123101 12,943 145,800 SH   SOLE   145,800 0 0
CDW CORP COM 12514G108 33,131 724,500 SH   SOLE   724,500 0 0
CENTERPOINT ENERGY INC COM 15189T107 23,121 995,328 SH   SOLE   995,328 0 0
CENTURYLINK INC COM 156700106 2,055 74,900 SH   SOLE   74,900 0 0
CHARLES RIV LABS INTL INC COM 159864107 9,892 118,700 SH   SOLE   118,700 0 0
CHECK POINT SOFTWARE TECH LTD ORD ORD M22465104 19,907 256,500 SH   SOLE   256,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208 76,218 1,748,117 SH   SOLE   1,748,117 0 0
CHESAPEAKE UTILS CORP COM 165303108 6,329 103,658 SH   SOLE   103,658 0 0
CHEVRON CORP NEW COM 166764100 9,294 90,300 SH   SOLE   90,300 0 0
CHILDRENS PLACE INC/THE COM 168905107 4,744 59,400 SH   SOLE   59,400 0 0
CIENA CORP COM NEW 171779309 28,861 1,323,900 SH   SOLE   1,323,900 0 0
CISCO SYS INC COM 17275R102 8,323 262,400 SH   SOLE   262,400 0 0
CITIGROUP INC COM NEW 172967424 897 19,000 SH   SOLE   19,000 0 0
CITIZENS FINL GROUP INC COM 174610105 1,137 46,000 SH   SOLE   46,000 0 0
CLIFTON BANCORP INC COM 186873105 6,957 455,000 SH   SOLE   455,000 0 0
CMS ENERGY CORP COM 125896100 31,052 739,148 SH   SOLE   739,148 0 0
COCA COLA CO COM 191216100 1,727 40,800 SH   SOLE   40,800 0 0
COLONY STARWOOD HOMES COM 19625X102 287 10,000 SH   SOLE   10,000 0 0
COMERICA INC COM 200340107 733 15,500 SH   SOLE   15,500 0 0
CONSOLIDATED EDISON INC COM 209115104 32,702 434,286 SH   SOLE   434,286 0 0
CONVERGYS CORP COM 212485106 4,773 156,900 SH   SOLE   156,900 0 0
CORNING NAT GAS HLDG CORP COM 219387107 367 20,064 SH   SOLE   20,064 0 0
CUMMINS INC COM 231021106 2,576 20,100 SH   SOLE   20,100 0 0
CVS HEALTH CORP COM 126650100 12,013 134,990 SH   SOLE   134,990 0 0
DARDEN RESTAURANTS INC COM 237194105 1,699 27,700 SH   SOLE   27,700 0 0
DEAN FOODS CO NEW COM NEW 242370203 3,439 209,700 SH   SOLE   209,700 0 0
DEERE & CO COM 244199105 1,997 23,400 SH   SOLE   23,400 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,598 40,600 SH   SOLE   40,600 0 0
DELTA NAT GAS INC COM 247748106 1,453 60,928 SH   SOLE   60,928 0 0
DOLLAR GEN CORP NEW COM 256677105 3,814 54,500 SH   SOLE   54,500 0 0
DOMINION RES INC VA NEW COM 25746U109 74,897 1,008,446 SH   SOLE   1,008,446 0 0
DOVER CORP COM 260003108 2,275 30,900 SH   SOLE   30,900 0 0
DOW CHEM CO COM 260543103 2,405 46,400 SH   SOLE   46,400 0 0
DTE ENERGY CO COM 233331107 26,907 287,254 SH   SOLE   287,254 0 0
DUKE ENERGY CORP NEW COM 26441C204 9,664 120,737 SH   SOLE   120,737 0 0
DYCOM INDS INC COM 267475101 32,990 403,400 SH   SOLE   403,400 0 0
EAGLE BANCORP INC MD COM 268948106 7,153 145,000 SH   SOLE   145,000 0 0
EATON CORP PLC SHS G29183103 2,615 39,800 SH   SOLE   39,800 0 0
EBAY INC COM 278642103 2,529 76,865 SH   SOLE   76,865 0 0
EMERSON ELEC CO COM 291011104 4,682 85,900 SH   SOLE   85,900 0 0
EMPIRE DIST ELEC CO COM 291641108 643 18,825 SH   SOLE   18,825 0 0
ENBRIDGE INC COM 29250N105 74,851 1,692,321 SH   SOLE   1,692,321 0 0
ENTERGY CORP NEW COM 29364G103 944 12,300 SH   SOLE   12,300 0 0
EOG RES INC COM 26875P101 29,400 304,000 SH   SOLE   304,000 0 0
EQT CORP COM 26884L109 25,891 356,532 SH   SOLE   356,532 0 0
EVERSOURCE ENERGY COM 30040W108 14,817 273,475 SH   SOLE   273,475 0 0
EXELON CORP COM 30161N101 18,251 548,231 SH   SOLE   548,231 0 0
EXPEDITORS INTL WASH INC COM 302130109 32,803 636,700 SH   SOLE   636,700 0 0
EXPRESS INC COM 30219E103 19,606 1,662,900 SH   SOLE   1,662,900 0 0
EXXON MOBIL CORP COM 30231G102 9,108 104,350 SH   SOLE   104,350 0 0
F M C CORP COM NEW 302491303 14,695 304,000 SH   SOLE   304,000 0 0
FCB FINL HLDGS INC CL A 30255G103 5,380 140,000 SH   SOLE   140,000 0 0
FEDEX CORP COM 31428X106 20,228 115,800 SH   SOLE   115,800 0 0
FIFTH THIRD BANCORP COM 316773100 1,473 72,000 SH   SOLE   72,000 0 0
FIRST BANCORP P R COM NEW 318672706 3,770 725,000 SH   SOLE   725,000 0 0
FIRST CONN BANCORP INC MD COM 319850103 4,670 262,483 SH   SOLE   262,483 0 0
FLUSHING FINL CORP COM 343873105 8,539 360,000 SH   SOLE   360,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 2,192 181,600 SH   SOLE   181,600 0 0
FRANKLIN RES INC COM 354613101 1,871 52,600 SH   SOLE   52,600 0 0
GAMESTOP CORP NEW CL A 36467W109 19,324 700,400 SH   SOLE   700,400 0 0
GAP INC DEL COM 364760108 3,570 160,500 SH   SOLE   160,500 0 0
GAS NAT INC COM 367204104 506 66,010 SH   SOLE   66,010 0 0
GENERAL DYNAMICS CORP COM 369550108 2,110 13,600 SH   SOLE   13,600 0 0
GENERAL ELECTRIC CO COM 369604103 3,975 134,200 SH   SOLE   134,200 0 0
GENERAL MTRS CO COM 37045V100 2,418 76,100 SH   SOLE   76,100 0 0
GENESCO INC COM 371532102 3,338 61,300 SH   SOLE   61,300 0 0
GENUINE PARTS CO COM 372460105 4,510 44,900 SH   SOLE   44,900 0 0
GILEAD SCIENCES INC COM 375558103 1,668 21,078 SH   SOLE   21,078 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 484 3,000 SH   SOLE   3,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 31,192 965,700 SH   SOLE   965,700 0 0
HANOVER INS GROUP INC COM 410867105 28,298 375,200 SH   SOLE   375,200 0 0
HARLEY DAVIDSON INC COM 412822108 2,367 45,000 SH   SOLE   45,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101 49,086 1,010,000 SH   SOLE   1,010,000 0 0
HCA HOLDINGS INC COM 40412C101 1,959 25,900 SH   SOLE   25,900 0 0
HINGHAM INSTN SVGS MASS COM 433323102 9,280 67,000 SH   SOLE   67,000 0 0
HP INC COM 40434L105 3,432 221,000 SH   SOLE   221,000 0 0
HUNTINGTON BANCSHARES INC COM 446150104 247 25,000 SH   SOLE   25,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 4,741 30,900 SH   SOLE   30,900 0 0
INDEPENDENT BANK CORP MASS COM 453836108 8,925 165,000 SH   SOLE   165,000 0 0
INGREDION INC COM 457187102 50,257 377,700 SH   SOLE   377,700 0 0
INSPERITY INC COM 45778Q107 6,189 85,200 SH   SOLE   85,200 0 0
INSTEEL INDUSTRIES INC COM 45774W108 5,599 154,500 SH   SOLE   154,500 0 0
INTEL CORP COM 458140100 6,842 181,245 SH   SOLE   181,245 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 11,898 74,900 SH   SOLE   74,900 0 0
INTERPUBLIC GROUP COS INC COM 460690100 44,025 1,969,779 SH   SOLE   1,969,779 0 0
INTL PAPER CO COM 460146103 3,004 62,600 SH   SOLE   62,600 0 0
IPG PHOTONICS CORP COM 44980X109 11,974 145,400 SH   SOLE   145,400 0 0
ITRON INC COM 465741106 5,660 101,500 SH   SOLE   101,500 0 0
JETBLUE AIRWAYS CORP COM 477143101 23,195 1,345,400 SH   SOLE   1,345,400 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 5,425 76,900 SH   SOLE   76,900 0 0
JPMORGAN CHASE & CO. COM 46625H100 799 12,000 SH   SOLE   12,000 0 0
KAMAN CORP COM 483548103 4,045 92,100 SH   SOLE   92,100 0 0
KEARNY FINL CORP MD COM 48716P108 8,234 605,000 SH   SOLE   605,000 0 0
KEYCORP NEW COM 493267108 876 72,000 SH   SOLE   72,000 0 0
KINDER MORGAN INC DEL COM 49456B101 79,179 3,423,225 SH   SOLE   3,423,225 0 0
KOHLS CORP COM 500255104 1,597 36,500 SH   SOLE   36,500 0 0
KROGER CO COM 501044101 1,374 46,300 SH   SOLE   46,300 0 0
LAS VEGAS SANDS CORP COM 517834107 5,121 89,000 SH   SOLE   89,000 0 0
LEAR CORP COM NEW 521865204 31,032 256,000 SH   SOLE   256,000 0 0
LENNAR CORP CL A 526057104 27,203 642,500 SH   SOLE   642,500 0 0
LINCOLN NATL CORP IND COM 534187109 282 6,000 SH   SOLE   6,000 0 0
LITHIA MTRS INC CL A 536797103 26,308 275,418 SH   SOLE   275,418 0 0
LYONDELLBASELL INDUSTRIES N V SHS - A - SHS - A - N53745100 2,275 28,200 SH   SOLE   28,200 0 0
MACYS INC COM 55616P104 1,641 44,300 SH   SOLE   44,300 0 0
MANPOWERGROUP INC COM 56418H100 25,168 348,300 SH   SOLE   348,300 0 0
MANULIFE FINL CORP COM 56501R106 2,409 170,700 SH   SOLE   170,700 0 0
MARATHON PETE CORP COM 56585A102 4,514 111,200 SH   SOLE   111,200 0 0
MASTERCARD INCORPORATED CL A 57636Q104 14,904 146,445 SH   SOLE   146,445 0 0
MCDONALDS CORP COM 580135101 1,563 13,550 SH   SOLE   13,550 0 0
MDU RES GROUP INC COM 552690109 16,966 666,907 SH   SOLE   666,907 0 0
MERCK & CO INC COM 58933Y105 8,091 129,650 SH   SOLE   129,650 0 0
MERIDIAN BANCORP INC MD COM 58958U103 7,357 472,500 SH   SOLE   472,500 0 0
METLIFE INC COM 59156R108 2,519 56,700 SH   SOLE   56,700 0 0
MGE ENERGY INC COM 55277P104 2,829 50,054 SH   SOLE   50,054 0 0
MOHAWK INDS INC COM 608190104 3,045 15,200 SH   SOLE   15,200 0 0
MORGAN STANLEY COM 617446448 705 22,000 SH   SOLE   22,000 0 0
MOSAIC CO NEW COM 61945C103 2,152 88,000 SH   SOLE   88,000 0 0
MOVADO GROUP INC COM 624580106 2,975 138,500 SH   SOLE   138,500 0 0
NATIONAL FUEL GAS CO N J COM 636180101 21,332 394,524 SH   SOLE   394,524 0 0
NATIONAL GRID PLC SPON ADR NEW 636274300 75,523 1,062,058 SH   SOLE   1,062,058 0 0
NATIONAL OILWELL VARCO INC COM 637071101 2,811 76,500 SH   SOLE   76,500 0 0
NEOPHOTONICS CORP COM 64051T100 6,031 369,100 SH   SOLE   369,100 0 0
NEW JERSEY RES COM 646025106 17,419 530,084 SH   SOLE   530,084 0 0
NISOURCE INC COM 65473P105 39,122 1,622,631 SH   SOLE   1,622,631 0 0
NORDSTROM INC COM 655664100 1,894 36,500 SH   SOLE   36,500 0 0
NORTHWEST NAT GAS CO COM 667655104 14,083 234,286 SH   SOLE   234,286 0 0
NORTHWESTERN CORP COM NEW 668074305 4,870 84,648 SH   SOLE   84,648 0 0
NVR INC COM 62944T105 32,164 19,614 SH   SOLE   19,614 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 2,297 31,500 SH   SOLE   31,500 0 0
OCEANFIRST FINL CORP COM 675234108 4,430 230,000 SH   SOLE   230,000 0 0
OMNICOM GROUP INC COM 681919106 4,420 52,000 SH   SOLE   52,000 0 0
ONE GAS INC COM 68235P108 28,114 454,625 SH   SOLE   454,625 0 0
OPUS BK IRVINE CALIF COM 684000102 3,625 102,500 SH   SOLE   102,500 0 0
ORBOTECH LTD ORD M75253100 5,288 178,600 SH   SOLE   178,600 0 0
OWENS & MINOR INC NEW COM 690732102 34,567 995,300 SH   SOLE   995,300 0 0
PACCAR INC COM 693718108 2,175 37,000 SH   SOLE   37,000 0 0
PACWEST BANCORP DEL COM 695263103 7,402 172,500 SH   SOLE   172,500 0 0
PARKER HANNIFIN CORP COM 701094104 2,335 18,600 SH   SOLE   18,600 0 0
PAYPAL HLDGS INC COM 70450Y103 1,511 36,892 SH   SOLE   36,892 0 0
PENNEY J C INC COM 708160106 33,170 3,597,600 SH   SOLE   3,597,600 0 0
PFIZER INC COM 717081103 9,170 270,750 SH   SOLE   270,750 0 0
PG&E CORP COM 69331C108 66,929 1,094,149 SH   SOLE   1,094,149 0 0
PHILIP MORRIS INTL INC COM 718172109 2,372 24,400 SH   SOLE   24,400 0 0
PIEDMONT NAT GAS INC COM 720186105 40,068 667,361 SH   SOLE   667,361 0 0
PLAINS GP HLDGS L P SH A REP LTPN 72651A108 16,179 1,250,277 SH   SOLE   1,250,277 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,486 16,500 SH   SOLE   16,500 0 0
POOL CORPORATION COM 73278L105 37,335 395,000 SH   SOLE   395,000 0 0
POST HLDGS INC COM 737446104 4,491 58,200 SH   SOLE   58,200 0 0
POTBELLY CORP COM 73754Y100 4,006 322,300 SH   SOLE   322,300 0 0
PPL CORP COM 69351T106 18,212 526,819 SH   SOLE   526,819 0 0
PRAXAIR INC COM 74005P104 2,151 17,800 SH   SOLE   17,800 0 0
PROCTER AND GAMBLE CO COM 742718109 6,579 73,300 SH   SOLE   73,300 0 0
PROGRESSIVE CORP OHIO COM 743315103 5,787 183,700 SH   SOLE   183,700 0 0
PROVIDENT FINL SVCS INC COM 74386T105 5,944 280,000 SH   SOLE   280,000 0 0
PRUDENTIAL FINL INC COM 744320102 2,727 33,400 SH   SOLE   33,400 0 0
PTC INC COM 69370C100 34,938 788,500 SH   SOLE   788,500 0 0
PUBLIC STORAGE COM 74460D109 1,395 6,250 SH   SOLE   6,250 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 31,122 743,290 SH   SOLE   743,290 0 0
QUALCOMM INC COM 747525103 5,905 86,200 SH   SOLE   86,200 0 0
RALPH LAUREN CORP CL A 751212101 1,618 16,000 SH   SOLE   16,000 0 0
REGIONS FINL CORP NEW COM 7591EP100 494 50,000 SH   SOLE   50,000 0 0
RELIANCE STEEL & ALUMINUM CO COM COM 759509102 4,783 66,400 SH   SOLE   66,400 0 0
REYNOLDS AMERICAN INC COM 761713106 2,145 45,500 SH   SOLE   45,500 0 0
RGC RES INC COM 74955L103 982 40,244 SH   SOLE   40,244 0 0
ROCKWELL COLLINS INC COM 774341101 5,609 66,500 SH   SOLE   66,500 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 2,660 62,700 SH   SOLE   62,700 0 0
ROGERS CORP COM 775133101 9,431 154,400 SH   SOLE   154,400 0 0
ROSS STORES INC COM 778296103 19,187 298,400 SH   SOLE   298,400 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 2,670 43,100 SH   SOLE   43,100 0 0
SANFILIPPO JOHN B & SON INC COM 800422107 2,982 58,100 SH   SOLE   58,100 0 0
SCANA CORP NEW COM 80589M102 13,386 184,966 SH   SOLE   184,966 0 0
SCHEIN HENRY INC COM 806407102 3,977 24,400 SH   SOLE   24,400 0 0
SEMPRA ENERGY COM 816851109 75,177 701,340 SH   SOLE   701,340 0 0
SERVISFIRST BANCSHARES INC COM 81768T108 389 7,500 SH   SOLE   7,500 0 0
SIMON PPTY GROUP INC NEW COM 828806109 311 1,500 SH   SOLE   1,500 0 0
SINCLAIR BROADCAST GROUP INC CL A CL A 829226109 29,821 1,032,600 SH   SOLE   1,032,600 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,056 27,000 SH   SOLE   27,000 0 0
SONOCO PRODS CO COM 835495102 4,892 92,600 SH   SOLE   92,600 0 0
SOUTH JERSEY INDS INC COM 838518108 13,709 463,921 SH   SOLE   463,921 0 0
SOUTHERN CO COM 842587107 62,873 1,225,600 SH   SOLE   1,225,600 0 0
SOUTHWEST AIRLS CO COM 844741108 1,882 48,400 SH   SOLE   48,400 0 0
SOUTHWEST GAS CORP COM 844895102 26,324 376,817 SH   SOLE   376,817 0 0
SPECTRA ENERGY CORP COM 847560109 76,904 1,798,915 SH   SOLE   1,798,915 0 0
SPIRE INC COM 84857L101 21,818 342,291 SH   SOLE   342,291 0 0
SUNCOR ENERGY INC NEW COM 867224107 2,581 92,900 SH   SOLE   92,900 0 0
SUNTRUST BKS INC COM 867914103 1,445 33,000 SH   SOLE   33,000 0 0
SUPERIOR INDS INTL INC COM 868168105 5,972 204,800 SH   SOLE   204,800 0 0
SYNCHRONY FINL COM 87165B103 728 26,000 SH   SOLE   26,000 0 0
SYNNEX CORP COM 87162W100 46,329 406,000 SH   SOLE   406,000 0 0
SYNOPSYS INC COM 871607107 43,670 735,812 SH   SOLE   735,812 0 0
TARGET CORP COM 87612E106 5,240 76,300 SH   SOLE   76,300 0 0
TECH DATA CORP COM 878237106 41,923 494,900 SH   SOLE   494,900 0 0
TERADATA CORP DEL COM 88076W103 6,131 197,780 SH   SOLE   197,780 0 0
TESORO CORP COM 881609101 1,663 20,900 SH   SOLE   20,900 0 0
THOMSON REUTERS CORP COM 884903105 2,520 60,900 SH   SOLE   60,900 0 0
TIFFANY & CO NEW COM 886547108 2,070 28,500 SH   SOLE   28,500 0 0
TIME WARNER INC COM NEW 887317303 17,395 218,500 SH   SOLE   218,500 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 2,580 58,100 SH   SOLE   58,100 0 0
TRANSCANADA CORP COM 89353D107 75,519 1,587,868 SH   SOLE   1,587,868 0 0
TRIPLE-S MGMT CORP CL B 896749108 3,384 154,300 SH   SOLE   154,300 0 0
TYSON FOODS INC CL A 902494103 4,667 62,500 SH   SOLE   62,500 0 0
UGI CORP NEW COM 902681105 20,213 446,802 SH   SOLE   446,802 0 0
UNION PAC CORP COM 907818108 2,438 25,000 SH   SOLE   25,000 0 0
UNITED CONTL HLDGS INC COM 910047109 1,994 38,000 SH   SOLE   38,000 0 0
UNITED FINL BANCORP INC NEW COM 910304104 5,190 375,000 SH   SOLE   375,000 0 0
UNITED FIRE GROUP INC COM 910340108 4,245 100,300 SH   SOLE   100,300 0 0
UNITED PARCEL SERVICE INC CL B 911312106 2,482 22,700 SH   SOLE   22,700 0 0
UNITED RENTALS INC COM 911363109 12,927 164,700 SH   SOLE   164,700 0 0
UNITED TECHNOLOGIES CORP COM 913017109 2,062 20,300 SH   SOLE   20,300 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,760 34,000 SH   SOLE   34,000 0 0
UNITIL CORP COM 913259107 2,722 69,698 SH   SOLE   69,698 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 27,432 222,627 SH   SOLE   222,627 0 0
US BANCORP DEL COM NEW 902973304 901 21,000 SH   SOLE   21,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 3,482 65,700 SH   SOLE   65,700 0 0
VARIAN MED SYS INC COM 92220P105 20,832 209,300 SH   SOLE   209,300 0 0
VECTREN CORP COM 92240G101 17,933 357,228 SH   SOLE   357,228 0 0
VENTAS INC COM 92276F100 1,413 20,000 SH   SOLE   20,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 10,786 207,500 SH   SOLE   207,500 0 0
VIACOM INC NEW CL B 92553P201 3,863 101,400 SH   SOLE   101,400 0 0
VISA INC CL A 92826C839 1,596 19,300 SH   SOLE   19,300 0 0
VISTA OUTDOOR INC COM 928377100 3,269 82,000 SH   SOLE   82,000 0 0
WAL-MART STORES INC COM 931142103 5,088 70,550 SH   SOLE   70,550 0 0
WASHINGTON FED INC COM 938824109 8,004 300,000 SH   SOLE   300,000 0 0
WATSCO INC COM 942622200 4,467 31,700 SH   SOLE   31,700 0 0
WAYFAIR INC CL A 94419L101 29,241 742,727 SH   SOLE   742,727 0 0
WEC ENERGY GROUP INC COM 92939U106 50,574 844,590 SH   SOLE   844,590 0 0
WELLS FARGO & CO NEW COM 949746101 443 10,000 SH   SOLE   10,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109 3,566 95,000 SH   SOLE   95,000 0 0
WGL HLDGS INC COM 92924F106 22,202 354,092 SH   SOLE   354,092 0 0
WHOLE FOODS MKT INC COM 966837106 1,721 60,700 SH   SOLE   60,700 0 0
WILLIS TOWERS WATSON PUB LTD SHS SHS G96629103 11,352 85,500 SH   SOLE   85,500 0 0
WINTRUST FINL CORP COM 97650W108 5,001 90,000 SH   SOLE   90,000 0 0
WSFS FINL CORP COM 929328102 3,831 105,000 SH   SOLE   105,000 0 0
XCEL ENERGY INC COM 98389B100 20,134 489,399 SH   SOLE   489,399 0 0
XEROX CORP COM 984121103 2,456 242,400 SH   SOLE   242,400 0 0
YADKIN FINL CORP COM 984305102 6,441 245,000 SH   SOLE   245,000 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 4,532 65,100 SH   SOLE   65,100 0 0