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 10,432 117,400 SH   SOLE   117,400 0 0
ACCO BRANDS CORP COM 00081T108 3,574 300,300 SH   SOLE   300,300 0 0
ADTALEM GLOBAL ED INC COM 00737L103 4,280 119,400 SH   SOLE   119,400 0 0
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 65 10,598 SH   SOLE   10,598 0 0
AIR PRODS & CHEMS INC COM 009158106 2,208 14,600 SH   SOLE   14,600 0 0
AK STL HLDG CORP COM 001547108 2,472 442,200 SH   SOLE   442,200 0 0
ALASKA AIR GROUP INC COM 011659109 1,586 20,800 SH   SOLE   20,800 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 4,351 411,664 SH   SOLE   411,664 0 0
ALLIANT ENERGY CORP COM 018802108 6,132 147,508 SH   SOLE   147,508 0 0
ALTRIA GROUP INC COM 02209S103 4,439 70,000 SH   SOLE   70,000 0 0
AMEREN CORP COM 023608102 9,962 172,240 SH   SOLE   172,240 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 2,132 44,900 SH   SOLE   44,900 0 0
AMERICAN EXPRESS CO COM 025816109 1,357 15,000 SH   SOLE   15,000 0 0
AMERIPRISE FINL INC COM 03076C106 2,465 16,600 SH   SOLE   16,600 0 0
AMERISOURCEBERGEN CORP COM 03073E105 1,837 22,200 SH   SOLE   22,200 0 0
APPLE INC COM 037833100 2,366 15,350 SH   SOLE   15,350 0 0
ARAMARK COM 03852U106 29,999 738,700 SH   SOLE   738,700 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS - A - G0457F107 6,179 614,800 SH   SOLE   614,800 0 0
ASSURED GUARANTY LTD COM G0585R106 755 20,000 SH   SOLE   20,000 0 0
ASTORIA FINL CORP COM 046265104 5,590 260,000 SH   SOLE   260,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 6,017 177,600 SH   SOLE   177,600 0 0
AT&T INC COM 00206R102 4,820 123,060 SH   SOLE   123,060 0 0
ATMOS ENERGY CORP COM 049560105 68,798 820,586 SH   SOLE   820,586 0 0
AUTOZONE INC COM 053332102 1,607 2,700 SH   SOLE   2,700 0 0
AVANGRID INC COM 05351W103 4,277 90,200 SH   SOLE   90,200 0 0
AVISTA CORP COM 05379B107 5,103 98,572 SH   SOLE   98,572 0 0
BANC OF CALIFORNIA INC COM 05990K106 7,989 385,000 SH   SOLE   385,000 0 0
BANK AMER CORP COM 060505104 1,596 63,000 SH   SOLE   63,000 0 0
BANK MONTREAL QUE COM 063671101 5,163 68,200 SH   SOLE   68,200 0 0
BANK N S HALIFAX COM 064149107 5,461 85,000 SH   SOLE   85,000 0 0
BANKUNITED INC COM 06652K103 1,423 40,000 SH   SOLE   40,000 0 0
BANNER CORP COM NEW 06652V208 7,691 125,500 SH   SOLE   125,500 0 0
BCE INC COM NEW 05534B760 5,498 117,400 SH   SOLE   117,400 0 0
BENEFICIAL BANCORP INC COM 08171T102 3,694 222,500 SH   SOLE   222,500 0 0
BERKSHIRE HATHAWAY INC - CL A CL A 084670108 7,967 29 SH   SOLE   29 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,650 9,000 SH   SOLE   9,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 35,610 628,600 SH   SOLE   628,600 0 0
BEST BUY INC COM 086516101 2,626 46,100 SH   SOLE   46,100 0 0
BIOGEN INC COM 09062X103 2,348 7,500 SH   SOLE   7,500 0 0
BLACK HILLS CORP COM 092113109 14,872 215,947 SH   SOLE   215,947 0 0
BOEING CO COM 097023105 9,317 36,650 SH   SOLE   36,650 0 0
BP PLC COM 055622104 5,980 155,600 SH   SOLE   155,600 0 0
BRIGHTHOUSE FINL INC COM 10922N103 549 9,027 SH   SOLE   9,027 0 0
BRINKER INTL INC COM 109641100 17,794 558,500 SH   SOLE   558,500 0 0
BRINKS CO COM 109696104 58,585 695,365 SH   SOLE   695,365 0 0
BROOKLINE BANCORP INC DEL COM 11373M107 9,610 620,000 SH   SOLE   620,000 0 0
CABOT CORP COM 127055101 29,434 527,489 SH   SOLE   527,489 0 0
CACI INTL INC COM 127190304 39,167 281,069 SH   SOLE   281,069 0 0
CAPITAL ONE FINL CORP COM 14040H105 593 7,000 SH   SOLE   7,000 0 0
CAPSTAR FINL HLDGS INC COM 14070T102 6,315 322,500 SH   SOLE   322,500 0 0
CARDINAL HEALTH INC COM 14149Y108 1,740 26,000 SH   SOLE   26,000 0 0
CATERPILLAR INC DEL COM 149123101 11,448 91,800 SH   SOLE   91,800 0 0
CBS CORP NEW CL B 124857202 1,844 31,800 SH   SOLE   31,800 0 0
CDW CORP COM 12514G108 40,489 613,469 SH   SOLE   613,469 0 0
CENTERPOINT ENERGY INC COM 15189T107 27,663 947,028 SH   SOLE   947,028 0 0
CENTRAL GARDEN & PET CO COM 153527106 4,482 115,400 SH   SOLE   115,400 0 0
CENTURYLINK INC COM 156700106 4,009 212,100 SH   SOLE   212,100 0 0
CHEESECAKE FACTORY INC COM 163072101 21,780 517,100 SH   SOLE   517,100 0 0
CHEMOURS CO COM 163851108 6,099 120,500 SH   SOLE   120,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208 72,083 1,600,417 SH   SOLE   1,600,417 0 0
CHESAPEAKE UTILS CORP COM 165303108 7,368 94,158 SH   SOLE   94,158 0 0
CHEVRON CORP NEW COM 166764100 11,647 99,125 SH   SOLE   99,125 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 4,693 92,800 SH   SOLE   92,800 0 0
CISCO SYS INC COM 17275R102 11,150 331,560 SH   SOLE   331,560 0 0
CITIGROUP INC COM NEW 172967424 1,637 22,500 SH   SOLE   22,500 0 0
CITIZENS FINL GROUP INC COM 174610105 720 19,000 SH   SOLE   19,000 0 0
CLIFTON BANCORP INC COM 186873105 3,344 200,000 SH   SOLE   200,000 0 0
CMS ENERGY CORP COM 125896100 30,687 662,498 SH   SOLE   662,498 0 0
COACH INC COM 189754104 2,175 54,000 SH   SOLE   54,000 0 0
COCA COLA CO COM 191216100 11,298 251,000 SH   SOLE   251,000 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 5,449 143,900 SH   SOLE   143,900 0 0
CONNECTONE BANCORP INC NEW COM 20786W107 6,150 250,000 SH   SOLE   250,000 0 0
CONSOLIDATED EDISON INC COM 209115104 33,759 418,436 SH   SOLE   418,436 0 0
CORNING NAT GAS HLDG CORP COM 219387107 367 19,749 SH   SOLE   19,749 0 0
COSAN LTD SHS A G25343107 3,515 432,300 SH   SOLE   432,300 0 0
CRANE CO COM 224399105 32,348 404,400 SH   SOLE   404,400 0 0
CUMMINS INC COM 231021106 2,336 13,900 SH   SOLE   13,900 0 0
DARDEN RESTAURANTS INC COM 237194105 2,166 27,500 SH   SOLE   27,500 0 0
DEERE & CO COM 244199105 2,349 18,700 SH   SOLE   18,700 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,025 42,000 SH   SOLE   42,000 0 0
DIME CMNTY BANCSHARES COM 253922108 6,450 300,000 SH   SOLE   300,000 0 0
DISNEY WALT CO COM DISNEY 254687106 1,824 18,500 SH   SOLE   18,500 0 0
DOLLAR GEN CORP NEW COM 256677105 2,180 26,900 SH   SOLE   26,900 0 0
DOMINION ENERGY INC COM 25746U109 68,875 895,296 SH   SOLE   895,296 0 0
DTE ENERGY CO COM 233331107 33,400 311,104 SH   SOLE   311,104 0 0
DUKE ENERGY CORP NEW COM 26441C204 37,033 441,287 SH   SOLE   441,287 0 0
DXP ENTERPRISES INC NEW COM NEW 233377407 3,231 102,600 SH   SOLE   102,600 0 0
EAGLE BANCORP INC MD COM 268948106 8,046 120,000 SH   SOLE   120,000 0 0
EAST WEST BANCORP INC COM 27579R104 717 12,000 SH   SOLE   12,000 0 0
EATON CORP PLC SHS G29183103 5,529 72,000 SH   SOLE   72,000 0 0
EMCOR GROUP INC COM 29084Q100 31,561 454,900 SH   SOLE   454,900 0 0
EMERSON ELEC CO COM 291011104 5,417 86,200 SH   SOLE   86,200 0 0
ENBRIDGE INC COM 29250N105 70,867 1,693,765 SH   SOLE   1,693,765 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 3,624 208,500 SH   SOLE   208,500 0 0
ENTERGY CORP NEW COM 29364G103 913 11,960 SH   SOLE   11,960 0 0
EQT CORP COM 26884L109 15,037 230,482 SH   SOLE   230,482 0 0
EVERSOURCE ENERGY COM 30040W108 15,767 260,875 SH   SOLE   260,875 0 0
EXELON CORP COM 30161N101 14,188 376,631 SH   SOLE   376,631 0 0
EXTREME NETWORKS INC COM 30226D106 8,076 679,220 SH   SOLE   679,220 0 0
EXXON MOBIL CORP COM 30231G102 10,826 132,060 SH   SOLE   132,060 0 0
FCB FINL HLDGS INC CL A 30255G103 8,308 172,000 SH   SOLE   172,000 0 0
FIFTH THIRD BANCORP COM 316773100 979 35,000 SH   SOLE   35,000 0 0
FIRST BANCORP P R COM NEW 318672706 2,560 500,000 SH   SOLE   500,000 0 0
FIRST CONN BANCORP INC MD COM 319850103 5,016 187,500 SH   SOLE   187,500 0 0
FIRST REP BK SAN FRANCISCO CAL COM COM 33616C100 836 8,000 SH   SOLE   8,000 0 0
FLUSHING FINL CORP COM 343873105 8,530 287,000 SH   SOLE   287,000 0 0
FNB CORP PA COM 302520101 2,034 145,000 SH   SOLE   145,000 0 0
FOOT LOCKER INC COM 344849104 15,528 440,900 SH   SOLE   440,900 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 5,004 418,045 SH   SOLE   418,045 0 0
FORTIS INC COM 349553107 18,628 520,776 SH   SOLE   520,776 0 0
FREEPORT-MCMORAN INC CL B 35671D857 3,408 242,700 SH   SOLE   242,700 0 0
GAP INC DEL COM 364760108 2,560 86,700 SH   SOLE   86,700 0 0
GENERAL ELECTRIC CO COM 369604103 7,949 328,734 SH   SOLE   328,734 0 0
GENERAL MLS INC COM 370334104 4,394 84,900 SH   SOLE   84,900 0 0
GENERAL MTRS CO COM 37045V100 5,706 141,300 SH   SOLE   141,300 0 0
GILEAD SCIENCES INC COM 375558103 2,455 30,300 SH   SOLE   30,300 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 5,091 125,400 SH   SOLE   125,400 0 0
GLOBAL PMTS INC COM 37940X102 1,425 15,000 SH   SOLE   15,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,423 6,000 SH   SOLE   6,000 0 0
GREEN BANCORP INC COM 39260X100 6,504 275,000 SH   SOLE   275,000 0 0
GREIF INC CL A 397624107 3,869 66,100 SH   SOLE   66,100 0 0
GUARANTY BANCSHARES INC TEX COM 400764106 1,759 55,000 SH   SOLE   55,000 0 0
HARLEY DAVIDSON INC COM 412822108 1,716 35,600 SH   SOLE   35,600 0 0
HCA HEALTHCARE INC COM 40412C101 1,942 24,400 SH   SOLE   24,400 0 0
HEWLETT PACKARD ENTERPRISE CO COM COM 42824C109 2,429 165,146 SH   SOLE   165,146 0 0
HINGHAM INSTN SVGS MASS COM 433323102 9,514 50,000 SH   SOLE   50,000 0 0
HOPE BANCORP INC COM 43940T109 2,391 135,000 SH   SOLE   135,000 0 0
HP INC COM 40434L105 8,497 425,700 SH   SOLE   425,700 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 6,334 128,200 SH   SOLE   128,200 0 0
HUNT J B TRANS SVCS INC COM 445658107 2,288 20,600 SH   SOLE   20,600 0 0
IBERIABANK CORP COM 450828108 8,626 105,000 SH   SOLE   105,000 0 0
INDEPENDENT BANK CORP MASS COM 453836108 6,719 90,000 SH   SOLE   90,000 0 0
INSIGHT ENTERPRISES INC COM 45765U103 4,009 87,300 SH   SOLE   87,300 0 0
INTEL CORP COM 458140100 2,511 65,947 SH   SOLE   65,947 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 11,280 77,751 SH   SOLE   77,751 0 0
INTERPUBLIC GROUP COS INC COM 460690100 1,823 87,700 SH   SOLE   87,700 0 0
INTL PAPER CO COM 460146103 5,631 99,100 SH   SOLE   99,100 0 0
JPMORGAN CHASE & CO. COM 46625H100 1,528 16,000 SH   SOLE   16,000 0 0
K12 INC COM 48273U102 3,771 211,400 SH   SOLE   211,400 0 0
KEARNY FINL CORP MD COM 48716P108 5,219 340,000 SH   SOLE   340,000 0 0
KEMET CORP COM NEW 488360207 10,178 481,700 SH   SOLE   481,700 0 0
KENNAMETAL INC COM 489170100 39,190 971,500 SH   SOLE   971,500 0 0
KINDER MORGAN INC DEL COM 49456B101 69,414 3,619,101 SH   SOLE   3,619,101 0 0
KLA-TENCOR CORP COM 482480100 2,543 23,993 SH   SOLE   23,993 0 0
KROGER CO COM 501044101 1,236 61,600 SH   SOLE   61,600 0 0
KRONOS WORLDWIDE INC COM 50105F105 6,511 285,200 SH   SOLE   285,200 0 0
L BRANDS INC COM 501797104 1,436 34,500 SH   SOLE   34,500 0 0
LAS VEGAS SANDS CORP COM 517834107 6,410 99,900 SH   SOLE   99,900 0 0
LEAR CORP COM NEW 521865204 2,510 14,500 SH   SOLE   14,500 0 0
LINCOLN NATL CORP IND COM 534187109 4,005 54,500 SH   SOLE   54,500 0 0
LOCKHEED MARTIN CORP COM 539830109 2,451 7,900 SH   SOLE   7,900 0 0
LYONDELLBASELL INDUSTRIES N V SHS - A - SHS - A - N53745100 5,586 56,400 SH   SOLE   56,400 0 0
MANULIFE FINL CORP COM 56501R106 5,811 286,400 SH   SOLE   286,400 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,763 12,488 SH   SOLE   12,488 0 0
MCDERMOTT INTL INC COM 580037109 3,498 481,100 SH   SOLE   481,100 0 0
MCDONALDS CORP COM 580135101 2,969 18,950 SH   SOLE   18,950 0 0
MCKESSON CORP COM 58155Q103 2,197 14,300 SH   SOLE   14,300 0 0
MDU RES GROUP INC COM 552690109 43,952 1,693,707 SH   SOLE   1,693,707 0 0
MERIDIAN BANCORP INC MD COM 58958U103 6,994 375,000 SH   SOLE   375,000 0 0
MERITOR INC COM 59001K100 6,344 243,900 SH   SOLE   243,900 0 0
META FINL GROUP INC COM 59100U108 3,371 43,000 SH   SOLE   43,000 0 0
METLIFE INC COM 59156R108 5,159 99,300 SH   SOLE   99,300 0 0
MGE ENERGY INC COM 55277P104 3,112 48,179 SH   SOLE   48,179 0 0
MICRO FOCUS INTERNATIONAL PLC SPON ADR NEW SPON ADR NEW 594837304 704 22,054 SH   SOLE   22,054 0 0
MIDLAND STS BANCORP INC ILL COM 597742105 3,643 115,000 SH   SOLE   115,000 0 0
MOODYS CORP COM 615369105 1,531 11,000 SH   SOLE   11,000 0 0
MORGAN STANLEY COM 617446448 1,397 29,000 SH   SOLE   29,000 0 0
NATIONAL FUEL GAS CO N J COM 636180101 24,893 439,724 SH   SOLE   439,724 0 0
NATIONAL GRID PLC SPON ADR NEW 636274409 67,748 1,080,345 SH   SOLE   1,080,345 0 0
NAVISTAR INTL CORP NEW COM 63934E108 54,350 1,233,268 SH   SOLE   1,233,268 0 0
NCR CORP NEW COM 62886E108 32,635 869,800 SH   SOLE   869,800 0 0
NEW JERSEY RES COM 646025106 19,445 461,334 SH   SOLE   461,334 0 0
NISOURCE INC COM 65473P105 38,354 1,498,781 SH   SOLE   1,498,781 0 0
NORDSTROM INC COM 655664100 2,141 45,400 SH   SOLE   45,400 0 0
NORTHWEST NAT GAS CO COM 667655104 14,445 224,303 SH   SOLE   224,303 0 0
NORTHWESTERN CORP COM NEW 668074305 4,635 81,398 SH   SOLE   81,398 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 5,160 80,360 SH   SOLE   80,360 0 0
OCEANFIRST FINL CORP COM 675234108 7,697 280,000 SH   SOLE   280,000 0 0
OLYMPIC STEEL INC COM 68162K106 3,397 154,400 SH   SOLE   154,400 0 0
OMNICOM GROUP INC COM 681919106 1,763 23,800 SH   SOLE   23,800 0 0
ON SEMICONDUCTOR CORP COM 682189105 43,526 2,356,600 SH   SOLE   2,356,600 0 0
ONE GAS INC COM 68235P108 30,183 409,875 SH   SOLE   409,875 0 0
OPUS BK IRVINE CALIF COM 684000102 7,920 330,000 SH   SOLE   330,000 0 0
OSHKOSH CORP COM 688239201 4,680 56,700 SH   SOLE   56,700 0 0
PACKAGING CORP AMER COM 695156109 38,234 333,400 SH   SOLE   333,400 0 0
PACWEST BANCORP DEL COM 695263103 5,506 109,000 SH   SOLE   109,000 0 0
PATRICK INDS INC COM 703343103 3,936 46,800 SH   SOLE   46,800 0 0
PAYPAL HLDGS INC COM 70450Y103 1,665 26,000 SH   SOLE   26,000 0 0
PCM INC COM 69323K100 1,982 141,600 SH   SOLE   141,600 0 0
PFIZER INC COM 717081103 11,504 322,250 SH   SOLE   322,250 0 0
PG&E CORP COM 69331C108 66,718 979,849 SH   SOLE   979,849 0 0
PHILIP MORRIS INTL INC COM 718172109 5,373 48,400 SH   SOLE   48,400 0 0
PHILLIPS 66 COM 718546104 6,120 66,800 SH   SOLE   66,800 0 0
PLAINS GP HLDGS L P SH A REP LTPN 72651A207 14,484 662,255 SH   SOLE   662,255 0 0
PLATFORM SPECIALTY PRODS CORP COM COM 72766Q105 3,363 301,600 SH   SOLE   301,600 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,280 9,500 SH   SOLE   9,500 0 0
PPL CORP COM 69351T106 18,247 480,819 SH   SOLE   480,819 0 0
PRICE T ROWE GROUP INC COM 74144T108 2,710 29,900 SH   SOLE   29,900 0 0
PROCTER AND GAMBLE CO COM 742718109 4,062 44,650 SH   SOLE   44,650 0 0
PROVIDENT FINL SVCS INC COM 74386T105 4,547 170,500 SH   SOLE   170,500 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 29,919 646,890 SH   SOLE   646,890 0 0
PVH CORP COM 693656100 32,410 257,100 SH   SOLE   257,100 0 0
Q2 HLDGS INC COM 74736L109 2,083 50,000 SH   SOLE   50,000 0 0
QUALCOMM INC COM 747525103 4,723 91,100 SH   SOLE   91,100 0 0
RGC RES INC COM 74955L103 1,656 57,949 SH   SOLE   57,949 0 0
RIO TINTO PLC SPONSORED ADR 767204100 5,899 125,000 SH   SOLE   125,000 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 5,469 70,700 SH   SOLE   70,700 0 0
ROYAL DUTCH SHELL PLC SPON ADR A 780259206 6,106 100,800 SH   SOLE   100,800 0 0
SANMINA CORPORATION COM 801056102 36,952 994,663 SH   SOLE   994,663 0 0
SCANA CORP NEW COM 80589M102 8,605 177,466 SH   SOLE   177,466 0 0
SCHWAB CHARLES CORP NEW COM 808513105 547 12,500 SH   SOLE   12,500 0 0
SCIENCE APPLICATNS INTL CP NEW COM COM 808625107 29,793 445,673 SH   SOLE   445,673 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 8,835 192,700 SH   SOLE   192,700 0 0
SEMPRA ENERGY COM 816851109 68,152 597,140 SH   SOLE   597,140 0 0
SIERRA WIRELESS INC COM 826516106 3,317 154,300 SH   SOLE   154,300 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 896 7,000 SH   SOLE   7,000 0 0
SKYWEST INC COM 830879102 4,781 108,900 SH   SOLE   108,900 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,252 22,100 SH   SOLE   22,100 0 0
SOUTH JERSEY INDS INC COM 838518108 14,733 426,671 SH   SOLE   426,671 0 0
SOUTHERN CO COM 842587107 46,693 950,200 SH   SOLE   950,200 0 0
SOUTHWEST AIRLS CO COM 844741108 2,138 38,200 SH   SOLE   38,200 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 26,175 337,217 SH   SOLE   337,217 0 0
SPIRE INC COM 84857L101 24,164 323,691 SH   SOLE   323,691 0 0
SPRINT CORP COM SER 1 85207U105 3,408 438,100 SH   SOLE   438,100 0 0
SPX CORP COM 784635104 4,545 154,900 SH   SOLE   154,900 0 0
SQUARE INC CL A 852234103 432 15,000 SH   SOLE   15,000 0 0
STATOIL ASA SPONSORED ADR 85771P102 6,015 299,400 SH   SOLE   299,400 0 0
STEEL DYNAMICS INC COM 858119100 3,540 102,700 SH   SOLE   102,700 0 0
STERLING CONSTRUCTION CO INC COM COM 859241101 6,538 429,300 SH   SOLE   429,300 0 0
SUNCOR ENERGY INC NEW COM 867224107 5,797 165,500 SH   SOLE   165,500 0 0
SUNTRUST BKS INC COM 867914103 956 16,000 SH   SOLE   16,000 0 0
SYNNEX CORP COM 87162W100 33,930 268,200 SH   SOLE   268,200 0 0
TARGET CORP COM 87612E106 6,467 109,600 SH   SOLE   109,600 0 0
TELLURIAN INC NEW COM 87968A104 9,144 856,190 SH   SOLE   856,190 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR SPONSORED ADR 881624209 2,592 147,300 SH   SOLE   147,300 0 0
TEXAS CAPITAL BANCSHARES INC COM COM 88224Q107 1,716 20,000 SH   SOLE   20,000 0 0
THOMSON REUTERS CORP COM 884903105 5,602 122,100 SH   SOLE   122,100 0 0
THOR INDS INC COM 885160101 48,148 382,400 SH   SOLE   382,400 0 0
TITAN INTL INC ILL COM 88830M102 2,956 291,200 SH   SOLE   291,200 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 5,548 98,600 SH   SOLE   98,600 0 0
TOTAL S A SPONSORED ADR 89151E109 5,550 103,700 SH   SOLE   103,700 0 0
TOTAL SYS SVCS INC COM 891906109 393 6,000 SH   SOLE   6,000 0 0
TRANSCANADA CORP COM 89353D107 68,948 1,394,853 SH   SOLE   1,394,853 0 0
TRINET GROUP INC COM 896288107 5,184 154,200 SH   SOLE   154,200 0 0
TRINSEO S A SHS L9340P101 3,704 55,200 SH   SOLE   55,200 0 0
TRONOX LTD SHS CL A Q9235V101 5,651 267,800 SH   SOLE   267,800 0 0
TTM TECHNOLOGIES INC COM 87305R109 35,519 2,310,900 SH   SOLE   2,310,900 0 0
TUTOR PERINI CORP COM 901109108 3,655 128,700 SH   SOLE   128,700 0 0
UGI CORP NEW COM 902681105 16,108 343,752 SH   SOLE   343,752 0 0
UNIFIRST CORP MASS COM 904708104 34,016 224,531 SH   SOLE   224,531 0 0
UNION PAC CORP COM 907818108 2,180 18,800 SH   SOLE   18,800 0 0
UNITED CMNTY BKS BLAIRSVLE GA COM COM 90984P303 428 15,000 SH   SOLE   15,000 0 0
UNITED CONTL HLDGS INC COM 910047109 1,717 28,200 SH   SOLE   28,200 0 0
UNITED FINL BANCORP INC NEW COM 910304104 4,024 220,000 SH   SOLE   220,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 8,178 68,100 SH   SOLE   68,100 0 0
UNITIL CORP COM 913259107 3,141 63,498 SH   SOLE   63,498 0 0
UNIVAR INC COM 91336L107 3,787 130,900 SH   SOLE   130,900 0 0
UNUM GROUP COM 91529Y106 43,829 857,200 SH   SOLE   857,200 0 0
URBAN OUTFITTERS INC COM 917047102 19,651 822,200 SH   SOLE   822,200 0 0
US BANCORP DEL COM NEW 902973304 965 18,000 SH   SOLE   18,000 0 0
V F CORP COM 918204108 8,862 139,400 SH   SOLE   139,400 0 0
VALERO ENERGY CORP NEW COM 91913Y100 6,009 78,115 SH   SOLE   78,115 0 0
VARIAN MED SYS INC COM 92220P105 2,552 25,500 SH   SOLE   25,500 0 0
VECTREN CORP COM 92240G101 22,831 347,128 SH   SOLE   347,128 0 0
VERITIV CORP COM 923454102 2,252 69,300 SH   SOLE   69,300 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 13,001 262,700 SH   SOLE   262,700 0 0
VISA INC CL A 92826C839 1,736 16,500 SH   SOLE   16,500 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 5,766 202,600 SH   SOLE   202,600 0 0
WASHINGTON FED INC COM 938824109 7,992 237,500 SH   SOLE   237,500 0 0
WEC ENERGY GROUP INC COM 92939U106 43,239 688,740 SH   SOLE   688,740 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 41,613 242,300 SH   SOLE   242,300 0 0
WELLS FARGO CO NEW COM 949746101 938 17,000 SH   SOLE   17,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109 3,026 57,000 SH   SOLE   57,000 0 0
WESTERN UN CO COM 959802109 1,949 101,500 SH   SOLE   101,500 0 0
WGL HLDGS INC COM 92924F106 25,752 305,842 SH   SOLE   305,842 0 0
WILLDAN GROUP INC COM 96924N100 4,655 143,400 SH   SOLE   143,400 0 0
WINNEBAGO INDS INC COM 974637100 5,142 114,900 SH   SOLE   114,900 0 0
WINTRUST FINL CORP COM 97650W108 4,542 58,000 SH   SOLE   58,000 0 0
WORTHINGTON INDS INC COM 981811102 26,915 585,100 SH   SOLE   585,100 0 0
WSFS FINL CORP COM 929328102 1,560 32,000 SH   SOLE   32,000 0 0
XCEL ENERGY INC COM 98389B100 21,549 455,399 SH   SOLE   455,399 0 0
XENITH BANKSHARES INC NEW COM NEW 984102202 5,850 180,000 SH   SOLE   180,000 0 0
XPO LOGISTICS INC COM 983793100 5,490 81,000 SH   SOLE   81,000 0 0
YUM BRANDS INC COM 988498101 2,238 30,400 SH   SOLE   30,400 0 0