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 8,426 116,200 SH   SOLE   116,200 0 0
ACCO BRANDS CORP COM 00081T108 3,498 300,300 SH   SOLE   300,300 0 0
ADTALEM GLOBAL ED INC COM 00737L103 4,531 119,400 SH   SOLE   119,400 0 0
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 64 10,133 SH   SOLE   10,133 0 0
AIR PRODS & CHEMS INC COM 009158106 2,003 14,000 SH   SOLE   14,000 0 0
AK STL HLDG CORP COM 001547108 2,905 442,200 SH   SOLE   442,200 0 0
ALASKA AIR GROUP INC COM 011659109 1,795 20,000 SH   SOLE   20,000 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 5,736 544,200 SH   SOLE   544,200 0 0
ALLIANT ENERGY CORP COM 018802108 5,704 142,008 SH   SOLE   142,008 0 0
ALTRIA GROUP INC COM 02209S103 5,213 70,000 SH   SOLE   70,000 0 0
AMEREN CORP COM 023608102 9,717 177,740 SH   SOLE   177,740 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 2,174 43,200 SH   SOLE   43,200 0 0
AMERIPRISE FINL INC COM 03076C106 2,037 16,000 SH   SOLE   16,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 2,023 21,400 SH   SOLE   21,400 0 0
APPLE INC COM 037833100 2,124 14,750 SH   SOLE   14,750 0 0
ARAMARK COM 03852U106 33,149 808,900 SH   SOLE   808,900 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS - A - G0457F107 4,580 614,800 SH   SOLE   614,800 0 0
ASSURED GUARANTY LTD COM G0585R106 1,252 30,000 SH   SOLE   30,000 0 0
ASTORIA FINL CORP COM 046265104 5,541 275,000 SH   SOLE   275,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 6,054 177,600 SH   SOLE   177,600 0 0
AT&T INC COM 00206R102 4,643 123,060 SH   SOLE   123,060 0 0
ATMOS ENERGY CORP COM 049560105 71,012 856,086 SH   SOLE   856,086 0 0
AU OPTRONICS CORP SPONSORED ADR 002255107 75 16,428 SH   SOLE   16,428 0 0
AUTOZONE INC COM 053332102 1,483 2,600 SH   SOLE   2,600 0 0
AVANGRID INC COM 05351W103 4,711 106,700 SH   SOLE   106,700 0 0
AVISTA CORP COM 05379B107 4,185 98,572 SH   SOLE   98,572 0 0
BANK AMER CORP COM 060505104 1,528 63,000 SH   SOLE   63,000 0 0
BANK MONTREAL QUE COM 063671101 5,009 68,200 SH   SOLE   68,200 0 0
BANK N S HALIFAX COM 064149107 5,111 85,000 SH   SOLE   85,000 0 0
BANKUNITED INC COM 06652K103 1,348 40,000 SH   SOLE   40,000 0 0
BANNER CORP COM NEW 06652V208 7,911 140,000 SH   SOLE   140,000 0 0
BCE INC COM NEW 05534B760 5,288 117,400 SH   SOLE   117,400 0 0
BENEFICIAL BANCORP INC COM 08171T102 3,450 230,000 SH   SOLE   230,000 0 0
BERKSHIRE HATHAWAY INC - CL A CL A 084670108 7,896 31 SH   SOLE   31 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,524 9,000 SH   SOLE   9,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 39,240 688,300 SH   SOLE   688,300 0 0
BEST BUY INC COM 086516101 2,545 44,400 SH   SOLE   44,400 0 0
BIOGEN INC COM 09062X103 1,954 7,200 SH   SOLE   7,200 0 0
BLACK HILLS CORP COM 092113109 5,489 81,359 SH   SOLE   81,359 0 0
BOEING CO COM 097023105 11,025 55,750 SH   SOLE   55,750 0 0
BP PLC COM 055622104 5,392 155,600 SH   SOLE   155,600 0 0
BRINKER INTL INC COM 109641100 23,302 611,600 SH   SOLE   611,600 0 0
BRINKS CO COM 109696104 51,011 761,365 SH   SOLE   761,365 0 0
BROOKLINE BANCORP INC DEL COM 11373M107 8,979 615,000 SH   SOLE   615,000 0 0
CABOT CORP COM 127055101 30,861 577,589 SH   SOLE   577,589 0 0
CACI INTL INC COM 127190304 38,487 307,769 SH   SOLE   307,769 0 0
CAPITAL ONE FINL CORP COM 14040H105 496 6,000 SH   SOLE   6,000 0 0
CAPSTAR FINL HLDGS INC COM 14070T102 6,280 353,984 SH   SOLE   353,984 0 0
CARDINAL HEALTH INC COM 14149Y108 1,948 25,000 SH   SOLE   25,000 0 0
CATERPILLAR INC DEL COM 149123101 12,680 118,000 SH   SOLE   118,000 0 0
CBS CORP NEW CL B 124857202 1,958 30,700 SH   SOLE   30,700 0 0
CDW CORP COM 12514G108 41,993 671,572 SH   SOLE   671,572 0 0
CENTERPOINT ENERGY INC COM 15189T107 25,628 936,028 SH   SOLE   936,028 0 0
CENTRAL GARDEN & PET CO COM 153527106 3,669 115,400 SH   SOLE   115,400 0 0
CENTURYLINK INC COM 156700106 5,065 212,100 SH   SOLE   212,100 0 0
CHEESECAKE FACTORY INC COM 163072101 28,480 566,200 SH   SOLE   566,200 0 0
CHEMOURS CO COM 163851108 4,569 120,500 SH   SOLE   120,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208 73,183 1,502,417 SH   SOLE   1,502,417 0 0
CHESAPEAKE UTILS CORP COM 165303108 7,619 101,658 SH   SOLE   101,658 0 0
CHEVRON CORP NEW COM 166764100 10,743 102,975 SH   SOLE   102,975 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 4,927 92,800 SH   SOLE   92,800 0 0
CISCO SYS INC COM 17275R102 10,840 346,310 SH   SOLE   346,310 0 0
CITIGROUP INC COM NEW 172967424 1,505 22,500 SH   SOLE   22,500 0 0
CITIZENS FINL GROUP INC COM 174610105 714 20,000 SH   SOLE   20,000 0 0
CLIFTON BANCORP INC COM 186873105 3,802 230,000 SH   SOLE   230,000 0 0
CMS ENERGY CORP COM 125896100 32,167 695,498 SH   SOLE   695,498 0 0
COACH INC COM 189754104 2,462 52,000 SH   SOLE   52,000 0 0
COCA COLA CO COM 191216100 10,975 244,700 SH   SOLE   244,700 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 3,658 143,900 SH   SOLE   143,900 0 0
COMERICA INC COM 200340107 366 5,000 SH   SOLE   5,000 0 0
CONNECTONE BANCORP INC NEW COM 20786W107 5,525 245,000 SH   SOLE   245,000 0 0
CONSOLIDATED EDISON INC COM 209115104 33,438 413,736 SH   SOLE   413,736 0 0
CORNING NAT GAS HLDG CORP COM 219387107 479 24,382 SH   SOLE   24,382 0 0
COSAN LTD SHS A G25343107 2,771 432,300 SH   SOLE   432,300 0 0
CRANE CO COM 224399105 35,149 442,800 SH   SOLE   442,800 0 0
CUMMINS INC COM 231021106 2,174 13,400 SH   SOLE   13,400 0 0
DARDEN RESTAURANTS INC COM 237194105 2,397 26,500 SH   SOLE   26,500 0 0
DEERE & CO COM 244199105 2,225 18,000 SH   SOLE   18,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,176 40,500 SH   SOLE   40,500 0 0
DELTA NAT GAS INC COM 247748106 1,766 57,954 SH   SOLE   57,954 0 0
DIME CMNTY BANCSHARES COM 253922108 5,390 275,000 SH   SOLE   275,000 0 0
DISNEY WALT CO COM DISNEY 254687106 1,902 17,900 SH   SOLE   17,900 0 0
DOLLAR GEN CORP NEW COM 256677105 1,867 25,900 SH   SOLE   25,900 0 0
DOMINION ENERGY INC COM 25746U109 69,978 913,196 SH   SOLE   913,196 0 0
DTE ENERGY CO COM 233331107 28,855 272,754 SH   SOLE   272,754 0 0
DUKE ENERGY CORP NEW COM 26441C204 31,445 376,187 SH   SOLE   376,187 0 0
DXP ENTERPRISES INC NEW COM NEW 233377407 3,540 102,600 SH   SOLE   102,600 0 0
EAGLE BANCORP INC MD COM 268948106 8,546 135,000 SH   SOLE   135,000 0 0
EAST WEST BANCORP INC COM 27579R104 1,172 20,000 SH   SOLE   20,000 0 0
EATON CORP PLC SHS G29183103 5,604 72,000 SH   SOLE   72,000 0 0
EMCOR GROUP INC COM 29084Q100 32,566 498,100 SH   SOLE   498,100 0 0
EMERSON ELEC CO COM 291011104 5,139 86,200 SH   SOLE   86,200 0 0
ENBRIDGE INC COM 29250N105 72,883 1,830,765 SH   SOLE   1,830,765 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 3,745 208,500 SH   SOLE   208,500 0 0
ENTERGY CORP NEW COM 29364G103 918 11,960 SH   SOLE   11,960 0 0
EQT CORP COM 26884L109 19,808 338,082 SH   SOLE   338,082 0 0
EVERSOURCE ENERGY COM 30040W108 16,050 264,375 SH   SOLE   264,375 0 0
EXELON CORP COM 30161N101 14,343 397,631 SH   SOLE   397,631 0 0
EXTREME NETWORKS INC COM 30226D106 6,268 679,775 SH   SOLE   679,775 0 0
EXXON MOBIL CORP COM 30231G102 10,827 134,110 SH   SOLE   134,110 0 0
FCB FINL HLDGS INC CL A 30255G103 8,595 180,000 SH   SOLE   180,000 0 0
FIFTH THIRD BANCORP COM 316773100 1,038 40,000 SH   SOLE   40,000 0 0
FIRST BANCORP P R COM NEW 318672706 5,298 915,000 SH   SOLE   915,000 0 0
FIRST CONN BANCORP INC MD COM 319850103 5,258 205,000 SH   SOLE   205,000 0 0
FIRST REP BK SAN FRANCISCO CAL COM COM 33616C100 1,301 13,000 SH   SOLE   13,000 0 0
FLUSHING FINL CORP COM 343873105 7,950 282,000 SH   SOLE   282,000 0 0
FNB CORP PA COM 302520101 2,974 210,000 SH   SOLE   210,000 0 0
FOOT LOCKER INC COM 344849104 23,600 478,900 SH   SOLE   478,900 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 4,678 418,045 SH   SOLE   418,045 0 0
FORTIS INC COM 349553107 36,144 1,028,289 SH   SOLE   1,028,289 0 0
FREEPORT-MCMORAN INC CL B 35671D857 2,915 242,700 SH   SOLE   242,700 0 0
GAP INC DEL COM 364760108 1,836 83,500 SH   SOLE   83,500 0 0
GAS NAT INC COM 367204104 803 62,218 SH   SOLE   62,218 0 0
GENERAL ELECTRIC CO COM 369604103 6,520 241,384 SH   SOLE   241,384 0 0
GENERAL MLS INC COM 370334104 4,703 84,900 SH   SOLE   84,900 0 0
GENERAL MTRS CO COM 37045V100 4,936 141,300 SH   SOLE   141,300 0 0
GILEAD SCIENCES INC COM 375558103 2,060 29,100 SH   SOLE   29,100 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 5,407 125,400 SH   SOLE   125,400 0 0
GLOBAL PMTS INC COM 37940X102 1,535 17,000 SH   SOLE   17,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,376 6,200 SH   SOLE   6,200 0 0
GREEN BANCORP INC COM 39260X100 6,014 310,000 SH   SOLE   310,000 0 0
GREIF INC CL A 397624107 3,687 66,100 SH   SOLE   66,100 0 0
GUARANTY BANCSHARES INC TEX COM 400764106 1,438 45,000 SH   SOLE   45,000 0 0
GUIDANCE SOFTWARE INC COM 401692108 67 10,094 SH   SOLE   10,094 0 0
HARLEY DAVIDSON INC COM 412822108 1,853 34,300 SH   SOLE   34,300 0 0
HCA HEALTHCARE INC COM 40412C101 2,049 23,500 SH   SOLE   23,500 0 0
HEWLETT PACKARD ENTERPRISE CO COM COM 42824C109 2,728 164,445 SH   SOLE   164,445 0 0
HINGHAM INSTN SVGS MASS COM 433323102 9,278 51,000 SH   SOLE   51,000 0 0
HOPE BANCORP INC COM 43940T109 2,704 145,000 SH   SOLE   145,000 0 0
HP INC COM 40434L105 7,356 420,800 SH   SOLE   420,800 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 5,947 128,200 SH   SOLE   128,200 0 0
HUNT J B TRANS SVCS INC COM 445658107 1,809 19,800 SH   SOLE   19,800 0 0
IBERIABANK CORP COM 450828108 8,965 110,000 SH   SOLE   110,000 0 0
INDEPENDENT BANK CORP MASS COM 453836108 7,998 120,000 SH   SOLE   120,000 0 0
INSIGHT ENTERPRISES INC COM 45765U103 3,491 87,300 SH   SOLE   87,300 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 11,873 77,181 SH   SOLE   77,181 0 0
INTERPUBLIC GROUP COS INC COM 460690100 2,076 84,400 SH   SOLE   84,400 0 0
INTL PAPER CO COM 460146103 5,610 99,100 SH   SOLE   99,100 0 0
JA SOLAR HOLDINGS CO LTD SPON ADR REP5ORD 466090206 64 10,078 SH   SOLE   10,078 0 0
JPMORGAN CHASE & CO. COM 46625H100 1,462 16,000 SH   SOLE   16,000 0 0
K12 INC COM 48273U102 3,788 211,400 SH   SOLE   211,400 0 0
KEARNY FINL CORP MD COM 48716P108 5,792 390,000 SH   SOLE   390,000 0 0
KEMET CORP COM NEW 488360207 6,166 481,700 SH   SOLE   481,700 0 0
KENNAMETAL INC COM 489170100 39,804 1,063,700 SH   SOLE   1,063,700 0 0
KINDER MORGAN INC DEL COM 49456B101 73,078 3,814,101 SH   SOLE   3,814,101 0 0
KLA-TENCOR CORP COM 482480100 2,106 23,012 SH   SOLE   23,012 0 0
KROGER CO COM 501044101 1,383 59,300 SH   SOLE   59,300 0 0
KRONOS WORLDWIDE INC COM 50105F105 5,196 285,200 SH   SOLE   285,200 0 0
L BRANDS INC COM 501797104 1,789 33,200 SH   SOLE   33,200 0 0
LAS VEGAS SANDS CORP COM 517834107 6,383 99,900 SH   SOLE   99,900 0 0
LEAR CORP COM NEW 521865204 1,975 13,900 SH   SOLE   13,900 0 0
LINCOLN NATL CORP IND COM 534187109 3,683 54,500 SH   SOLE   54,500 0 0
LOCKHEED MARTIN CORP COM 539830109 2,110 7,600 SH   SOLE   7,600 0 0
LYONDELLBASELL INDUSTRIES N V SHS - A - SHS - A - N53745100 4,760 56,400 SH   SOLE   56,400 0 0
MANULIFE FINL CORP COM 56501R106 5,373 286,400 SH   SOLE   286,400 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,521 12,523 SH   SOLE   12,523 0 0
MCDERMOTT INTL INC COM 580037109 3,449 481,100 SH   SOLE   481,100 0 0
MCDONALDS CORP COM 580135101 4,978 32,500 SH   SOLE   32,500 0 0
MCKESSON CORP COM 58155Q103 2,271 13,800 SH   SOLE   13,800 0 0
MDU RES GROUP INC COM 552690109 46,801 1,786,307 SH   SOLE   1,786,307 0 0
MERCK & CO INC COM 58933Y105 551 8,600 SH   SOLE   8,600 0 0
MERIDIAN BANCORP INC MD COM 58958U103 6,549 387,500 SH   SOLE   387,500 0 0
MERITOR INC COM 59001K100 4,051 243,900 SH   SOLE   243,900 0 0
META FINL GROUP INC COM 59100U108 4,717 53,000 SH   SOLE   53,000 0 0
METLIFE INC COM 59156R108 5,456 99,300 SH   SOLE   99,300 0 0
MGE ENERGY INC COM 55277P104 3,132 48,679 SH   SOLE   48,679 0 0
MIDLAND STS BANCORP INC ILL COM 597742105 4,927 147,000 SH   SOLE   147,000 0 0
MOODYS CORP COM 615369105 1,399 11,500 SH   SOLE   11,500 0 0
MORGAN STANLEY COM 617446448 1,292 29,000 SH   SOLE   29,000 0 0
NATIONAL FUEL GAS CO N J COM 636180101 20,813 372,724 SH   SOLE   372,724 0 0
NATIONAL GRID PLC SPON ADR NEW 636274409 70,129 1,116,345 SH   SOLE   1,116,345 0 0
NAVISTAR INTL CORP NEW COM 63934E108 35,420 1,350,368 SH   SOLE   1,350,368 0 0
NCR CORP NEW COM 62886E108 38,565 944,300 SH   SOLE   944,300 0 0
NEW JERSEY RES COM 646025106 19,585 493,334 SH   SOLE   493,334 0 0
NISOURCE INC COM 65473P105 38,985 1,537,281 SH   SOLE   1,537,281 0 0
NORDSTROM INC COM 655664100 2,090 43,700 SH   SOLE   43,700 0 0
NORTHWEST NAT GAS CO COM 667655104 14,083 235,303 SH   SOLE   235,303 0 0
NORTHWESTERN CORP COM NEW 668074305 4,967 81,398 SH   SOLE   81,398 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 4,811 80,360 SH   SOLE   80,360 0 0
OCEANFIRST FINL CORP COM 675234108 7,865 290,000 SH   SOLE   290,000 0 0
OLYMPIC STEEL INC COM 68162K106 3,008 154,400 SH   SOLE   154,400 0 0
OMNICOM GROUP INC COM 681919106 1,898 22,900 SH   SOLE   22,900 0 0
ON SEMICONDUCTOR CORP COM 682189105 36,229 2,580,400 SH   SOLE   2,580,400 0 0
ONE GAS INC COM 68235P108 29,940 428,875 SH   SOLE   428,875 0 0
OPUS BK IRVINE CALIF COM 684000102 7,744 320,000 SH   SOLE   320,000 0 0
OSHKOSH CORP COM 688239201 3,905 56,700 SH   SOLE   56,700 0 0
PACKAGING CORP AMER COM 695156109 40,657 365,000 SH   SOLE   365,000 0 0
PACWEST BANCORP DEL COM 695263103 5,464 117,000 SH   SOLE   117,000 0 0
PATRICK INDS INC COM 703343103 3,409 46,800 SH   SOLE   46,800 0 0
PAYPAL HLDGS INC COM 70450Y103 1,878 35,000 SH   SOLE   35,000 0 0
PCM INC COM 69323K100 2,717 144,902 SH   SOLE   144,902 0 0
PFIZER INC COM 717081103 11,063 329,350 SH   SOLE   329,350 0 0
PG&E CORP COM 69331C108 68,749 1,035,849 SH   SOLE   1,035,849 0 0
PHILIP MORRIS INTL INC COM 718172109 5,685 48,400 SH   SOLE   48,400 0 0
PHILLIPS 66 COM 718546104 5,524 66,800 SH   SOLE   66,800 0 0
PLAINS GP HLDGS L P SH A REP LTPN 72651A207 17,625 673,755 SH   SOLE   673,755 0 0
PLATFORM SPECIALTY PRODS CORP COM COM 72766Q105 3,824 301,600 SH   SOLE   301,600 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,124 9,000 SH   SOLE   9,000 0 0
PPL CORP COM 69351T106 19,130 494,819 SH   SOLE   494,819 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404 936 17,500 SH   SOLE   17,500 0 0
PRICE T ROWE GROUP INC COM 74144T108 2,137 28,800 SH   SOLE   28,800 0 0
PROCTER AND GAMBLE CO COM 742718109 2,710 31,100 SH   SOLE   31,100 0 0
PROVIDENT FINL SVCS INC COM 74386T105 4,645 183,000 SH   SOLE   183,000 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 29,995 697,390 SH   SOLE   697,390 0 0
PVH CORP COM 693656100 32,232 281,500 SH   SOLE   281,500 0 0
Q2 HLDGS INC COM 74736L109 924 25,000 SH   SOLE   25,000 0 0
QUALCOMM INC COM 747525103 5,031 91,100 SH   SOLE   91,100 0 0
REGIONS FINL CORP NEW COM 7591EP100 439 30,000 SH   SOLE   30,000 0 0
RGC RES INC COM 74955L103 1,677 59,179 SH   SOLE   59,179 0 0
RIO TINTO PLC SPONSORED ADR 767204100 5,289 125,000 SH   SOLE   125,000 0 0
ROCKWELL COLLINS INC COM 774341101 2,259 21,500 SH   SOLE   21,500 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 5,127 70,700 SH   SOLE   70,700 0 0
ROYAL DUTCH SHELL PLC SPON ADR A 780259206 5,362 100,800 SH   SOLE   100,800 0 0
SANMINA CORPORATION COM 801056102 41,493 1,089,063 SH   SOLE   1,089,063 0 0
SCANA CORP NEW COM 80589M102 11,892 177,466 SH   SOLE   177,466 0 0
SCIENCE APPLICATNS INTL CP NEW COM COM 808625107 33,568 483,556 SH   SOLE   483,556 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 5,029 192,700 SH   SOLE   192,700 0 0
SEMPRA ENERGY COM 816851109 70,654 626,640 SH   SOLE   626,640 0 0
SIERRA WIRELESS INC COM 826516106 4,336 154,300 SH   SOLE   154,300 0 0
SKYWEST INC COM 830879102 3,822 108,900 SH   SOLE   108,900 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,034 21,200 SH   SOLE   21,200 0 0
SOUTH JERSEY INDS INC COM 838518108 14,648 428,671 SH   SOLE   428,671 0 0
SOUTHERN CO COM 842587107 55,206 1,153,000 SH   SOLE   1,153,000 0 0
SOUTHWEST AIRLS CO COM 844741108 2,287 36,800 SH   SOLE   36,800 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 25,616 350,617 SH   SOLE   350,617 0 0
SPIRE INC COM 84857L101 24,098 345,491 SH   SOLE   345,491 0 0
SPRINT CORP COM SER 1 85207U105 3,597 438,100 SH   SOLE   438,100 0 0
SPX CORP COM 784635104 3,897 154,900 SH   SOLE   154,900 0 0
STATOIL ASA SPONSORED ADR 85771P102 4,949 299,400 SH   SOLE   299,400 0 0
STEEL DYNAMICS INC COM 858119100 3,678 102,700 SH   SOLE   102,700 0 0
STERLING CONSTRUCTION CO INC COM COM 859241101 5,611 429,300 SH   SOLE   429,300 0 0
SUNCOR ENERGY INC NEW COM 867224107 4,833 165,500 SH   SOLE   165,500 0 0
SUNTRUST BKS INC COM 867914103 1,134 20,000 SH   SOLE   20,000 0 0
SUPREME INDS INC CL A 868607102 3,353 203,800 SH   SOLE   203,800 0 0
SYNNEX CORP COM 87162W100 35,232 293,700 SH   SOLE   293,700 0 0
TARGET CORP COM 87612E106 5,673 108,500 SH   SOLE   108,500 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR SPONSORED ADR 881624209 4,893 147,300 SH   SOLE   147,300 0 0
TEXAS CAPITAL BANCSHARES INC COM COM 88224Q107 1,548 20,000 SH   SOLE   20,000 0 0
THOMSON REUTERS CORP COM 884903105 5,652 122,100 SH   SOLE   122,100 0 0
THOR INDS INC COM 885160101 43,407 415,300 SH   SOLE   415,300 0 0
TITAN INTL INC ILL COM 88830M102 3,497 291,200 SH   SOLE   291,200 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 4,967 98,600 SH   SOLE   98,600 0 0
TOTAL S A SPONSORED ADR 89151E109 5,142 103,700 SH   SOLE   103,700 0 0
TRANSCANADA CORP COM 89353D107 72,332 1,517,353 SH   SOLE   1,517,353 0 0
TRINET GROUP INC COM 896288107 5,049 154,200 SH   SOLE   154,200 0 0
TRINSEO S A SHS L9340P101 3,792 55,200 SH   SOLE   55,200 0 0
TRONOX LTD SHS CL A Q9235V101 4,049 267,800 SH   SOLE   267,800 0 0
TTM TECHNOLOGIES INC COM 87305R109 43,565 2,509,500 SH   SOLE   2,509,500 0 0
TUTOR PERINI CORP COM 901109108 3,700 128,700 SH   SOLE   128,700 0 0
UGI CORP NEW COM 902681105 15,334 316,752 SH   SOLE   316,752 0 0
UNIFIRST CORP MASS COM 904708104 34,588 245,831 SH   SOLE   245,831 0 0
UNION PAC CORP COM 907818108 1,971 18,100 SH   SOLE   18,100 0 0
UNITED CMNTY BKS BLAIRSVLE GA COM COM 90984P303 695 25,000 SH   SOLE   25,000 0 0
UNITED CONTL HLDGS INC COM 910047109 2,047 27,200 SH   SOLE   27,200 0 0
UNITED FINL BANCORP INC NEW COM 910304104 3,755 225,000 SH   SOLE   225,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 7,454 67,400 SH   SOLE   67,400 0 0
UNITIL CORP COM 913259107 3,164 65,498 SH   SOLE   65,498 0 0
UNIVAR INC COM 91336L107 3,822 130,900 SH   SOLE   130,900 0 0
UNUM GROUP COM 91529Y106 43,413 931,000 SH   SOLE   931,000 0 0
URBAN OUTFITTERS INC COM 917047102 16,692 900,300 SH   SOLE   900,300 0 0
US BANCORP DEL COM NEW 902973304 1,038 20,000 SH   SOLE   20,000 0 0
V F CORP COM 918204108 7,943 137,900 SH   SOLE   137,900 0 0
VALERO ENERGY CORP NEW COM 91913Y100 5,270 78,115 SH   SOLE   78,115 0 0
VARIAN MED SYS INC COM 92220P105 2,538 24,600 SH   SOLE   24,600 0 0
VECTREN CORP COM 92240G101 19,941 341,228 SH   SOLE   341,228 0 0
VERITIV CORP COM 923454102 3,119 69,300 SH   SOLE   69,300 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 11,658 261,050 SH   SOLE   261,050 0 0
VISA INC CL A 92826C839 1,594 17,000 SH   SOLE   17,000 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 5,821 202,600 SH   SOLE   202,600 0 0
WASHINGTON FED INC COM 938824109 8,134 245,000 SH   SOLE   245,000 0 0
WEC ENERGY GROUP INC COM 92939U106 48,327 787,340 SH   SOLE   787,340 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 47,637 265,300 SH   SOLE   265,300 0 0
WELLS FARGO CO NEW COM 949746101 1,274 23,000 SH   SOLE   23,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109 2,903 59,000 SH   SOLE   59,000 0 0
WESTERN UN CO COM 959802109 1,863 97,800 SH   SOLE   97,800 0 0
WGL HLDGS INC COM 92924F106 28,078 336,542 SH   SOLE   336,542 0 0
WILLDAN GROUP INC COM 96924N100 4,381 143,400 SH   SOLE   143,400 0 0
WINNEBAGO INDS INC COM 974637100 4,022 114,900 SH   SOLE   114,900 0 0
WINTRUST FINL CORP COM 97650W108 4,892 64,000 SH   SOLE   64,000 0 0
WORTHINGTON INDS INC COM 981811102 32,176 640,700 SH   SOLE   640,700 0 0
WSFS FINL CORP COM 929328102 2,109 46,500 SH   SOLE   46,500 0 0
XCEL ENERGY INC COM 98389B100 21,353 465,399 SH   SOLE   465,399 0 0
XENITH BANKSHARES INC NEW COM NEW 984102202 5,591 180,000 SH   SOLE   180,000 0 0
XPO LOGISTICS INC COM 983793100 5,235 81,000 SH   SOLE   81,000 0 0
YUM BRANDS INC COM 988498101 2,154 29,200 SH   SOLE   29,200 0 0
ZIONS BANCORPORATION COM 989701107 263 6,000 SH   SOLE   6,000 0 0