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
AARONS INC COM PAR $0.50 002535300 29,844 548,000 SH   SOLE   548,000 0 0
AES CORP COM 00130H105 29,635 2,116,800 SH   SOLE   2,116,800 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 3,198 308,664 SH   SOLE   308,664 0 0
ALLSCRIPTS HEALTHCARE SOLUTNS COM COM 01988P108 27,262 1,913,100 SH   SOLE   1,913,100 0 0
ALLSTATE CORP COM 020002101 3,129 31,700 SH   SOLE   31,700 0 0
ALTRIA GROUP INC COM 02209S103 7,647 126,800 SH   SOLE   126,800 0 0
AMEREN CORP COM 023608102 7,602 120,240 SH   SOLE   120,240 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 2,372 57,400 SH   SOLE   57,400 0 0
AMERICAN AXLE & MFG HLDGS INC COM COM 024061103 28,045 1,608,100 SH   SOLE   1,608,100 0 0
AMERICAN EAGLE OUTFITTERS NEW COM COM 02553E106 26,053 1,049,261 SH   SOLE   1,049,261 0 0
AMERICAN EXPRESS CO COM 025816109 1,384 13,000 SH   SOLE   13,000 0 0
AMERIPRISE FINL INC COM 03076C106 2,717 18,400 SH   SOLE   18,400 0 0
AMGEN INC COM 031162100 6,488 31,300 SH   SOLE   31,300 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 3,468 63,400 SH   SOLE   63,400 0 0
ANTHEM INC COM 036752103 4,275 15,600 SH   SOLE   15,600 0 0
APPLE INC COM 037833100 4,059 17,982 SH   SOLE   17,982 0 0
APPLIED MATLS INC COM 038222105 2,318 59,984 SH   SOLE   59,984 0 0
ARCBEST CORP COM 03937C105 3,690 76,000 SH   SOLE   76,000 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 27,850 332,100 SH   SOLE   332,100 0 0
ASSURANT INC COM 04621X108 29,416 272,500 SH   SOLE   272,500 0 0
AT&T INC COM 00206R102 5,220 155,460 SH   SOLE   155,460 0 0
ATMOS ENERGY CORP COM 049560105 49,217 524,086 SH   SOLE   524,086 0 0
AUTOZONE INC COM 053332102 3,025 3,900 SH   SOLE   3,900 0 0
AVANGRID INC COM 05351W103 968 20,200 SH   SOLE   20,200 0 0
AVISTA CORP COM 05379B107 3,416 67,572 SH   SOLE   67,572 0 0
AXOS FINL INC COM 05465C100 2,407 70,000 SH   SOLE   70,000 0 0
BANC OF CALIFORNIA INC COM 05990K106 5,576 295,000 SH   SOLE   295,000 0 0
BANK AMER CORP COM 060505104 2,534 86,000 SH   SOLE   86,000 0 0
BANK N S HALIFAX COM 064149107 5,218 87,500 SH   SOLE   87,500 0 0
BANKUNITED INC COM 06652K103 4,779 135,000 SH   SOLE   135,000 0 0
BANNER CORP COM NEW 06652V208 4,041 65,000 SH   SOLE   65,000 0 0
BENEFICIAL BANCORP INC COM 08171T102 4,056 240,000 SH   SOLE   240,000 0 0
BERKSHIRE HATHAWAY INC - CL A CL A 084670108 5,440 17 SH   SOLE   17 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,676 12,500 SH   SOLE   12,500 0 0
BEST BUY INC COM 086516101 7,293 91,900 SH   SOLE   91,900 0 0
BJS RESTAURANTS INC COM 09180C106 26,635 368,900 SH   SOLE   368,900 0 0
BLACK HILLS CORP COM 092113109 8,513 146,547 SH   SOLE   146,547 0 0
BLUE HILLS BANCORP INC COM 095573101 3,133 130,000 SH   SOLE   130,000 0 0
BLUELINX HLDGS INC COM NEW 09624H208 2,825 89,700 SH   SOLE   89,700 0 0
BOISE CASCADE CO DEL COM 09739D100 3,054 83,000 SH   SOLE   83,000 0 0
BOOT BARN HLDGS INC COM 099406100 6,037 212,500 SH   SOLE   212,500 0 0
BOOZ ALLEN HAMILTON HLDG CORP CL A CL A 099502106 26,929 542,589 SH   SOLE   542,589 0 0
BP PLC SPONSORED ADR 055622104 6,270 136,000 SH   SOLE   136,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 5,773 93,000 SH   SOLE   93,000 0 0
BROOKLINE BANCORP INC DEL COM 11373M107 8,517 510,000 SH   SOLE   510,000 0 0
BURLINGTON STORES INC COM 122017106 4,855 29,800 SH   SOLE   29,800 0 0
CACI INTL INC CL A 127190304 26,057 141,500 SH   SOLE   141,500 0 0
CALLAWAY GOLF CO COM 131193104 5,611 231,000 SH   SOLE   231,000 0 0
CAMPBELL SOUP CO COM 134429109 2,275 62,100 SH   SOLE   62,100 0 0
CANADIAN NAT RES LTD COM 136385101 5,569 170,500 SH   SOLE   170,500 0 0
CAPITAL ONE FINL CORP COM 14040H105 2,183 23,000 SH   SOLE   23,000 0 0
CAPSTAR FINL HLDGS INC COM 14070T102 1,253 75,000 SH   SOLE   75,000 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 3,538 156,900 SH   SOLE   156,900 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 5,185 81,300 SH   SOLE   81,300 0 0
CASEYS GEN STORES INC COM 147528103 31,193 241,600 SH   SOLE   241,600 0 0
CBIZ INC COM 124805102 4,764 201,000 SH   SOLE   201,000 0 0
CBS CORP NEW CL B 124857202 3,108 54,100 SH   SOLE   54,100 0 0
CENTENE CORP DEL COM 15135B101 9,251 63,900 SH   SOLE   63,900 0 0
CENTERPOINT ENERGY INC COM 15189T107 17,166 620,828 SH   SOLE   620,828 0 0
CHEFS WHSE INC COM 163086101 4,344 119,500 SH   SOLE   119,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208 49,610 713,917 SH   SOLE   713,917 0 0
CHESAPEAKE UTILS CORP COM 165303108 5,593 66,658 SH   SOLE   66,658 0 0
CHEVRON CORP NEW COM 166764100 11,299 92,405 SH   SOLE   92,405 0 0
CISCO SYS INC COM 17275R102 13,578 279,098 SH   SOLE   279,098 0 0
CITIGROUP INC COM NEW 172967424 2,367 33,000 SH   SOLE   33,000 0 0
CITIZENS FINL GROUP INC COM 174610105 810 21,000 SH   SOLE   21,000 0 0
CLEAN HARBORS INC COM COM 184496107 28,847 403,000 SH   SOLE   403,000 0 0
CLEVELAND CLIFFS INC COM 185899101 36,070 2,849,100 SH   SOLE   2,849,100 0 0
CMS ENERGY CORP COM 125896100 23,128 471,998 SH   SOLE   471,998 0 0
CNH INDL N V SHS N20944109 3,071 255,700 SH   SOLE   255,700 0 0
COCA COLA CO COM 191216100 11,148 241,350 SH   SOLE   241,350 0 0
COLUMBIA FINL INC COM 197641103 5,929 355,000 SH   SOLE   355,000 0 0
COMTECH TELECOMMUNICATIONS CP COM NEW COM NEW 205826209 5,596 154,300 SH   SOLE   154,300 0 0
CONAGRA BRANDS INC COM 205887102 2,735 80,500 SH   SOLE   80,500 0 0
CONDUENT INC COM 206787103 27,137 1,205,000 SH   SOLE   1,205,000 0 0
CONNECTONE BANCORP INC NEW COM 20786W107 6,175 260,000 SH   SOLE   260,000 0 0
CONSOLIDATED EDISON INC COM 209115104 24,376 319,936 SH   SOLE   319,936 0 0
CONSTELLIUM NV CL A N22035104 3,653 295,800 SH   SOLE   295,800 0 0
CORNING NAT GAS HLDG CORP COM 219387107 265 14,599 SH   SOLE   14,599 0 0
CROCS INC COM 227046109 34,245 1,608,500 SH   SOLE   1,608,500 0 0
CSX CORP COM 126408103 4,006 54,100 SH   SOLE   54,100 0 0
CVR ENERGY INC COM 12662P108 7,196 178,926 SH   SOLE   178,926 0 0
CVS HEALTH CORP COM 126650100 9,069 115,200 SH   SOLE   115,200 0 0
DARDEN RESTAURANTS INC COM 237194105 3,391 30,500 SH   SOLE   30,500 0 0
DEERE & CO COM 244199105 2,721 18,100 SH   SOLE   18,100 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,192 55,200 SH   SOLE   55,200 0 0
DIME CMNTY BANCSHARES COM 253922108 2,678 150,000 SH   SOLE   150,000 0 0
DISNEY WALT CO COM DISNEY 254687106 3,251 27,800 SH   SOLE   27,800 0 0
DOMINION ENERGY INC COM 25746U109 48,725 693,296 SH   SOLE   693,296 0 0
DTE ENERGY CO COM 233331107 24,260 222,304 SH   SOLE   222,304 0 0
DUKE ENERGY CORP NEW COM 26441C204 25,589 319,787 SH   SOLE   319,787 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 314 6,000 SH   SOLE   6,000 0 0
EAGLE BANCORP INC MD COM 268948106 6,325 125,000 SH   SOLE   125,000 0 0
EASTMAN CHEM CO COM 277432100 2,824 29,500 SH   SOLE   29,500 0 0
EMERSON ELEC CO COM 291011104 6,172 80,600 SH   SOLE   80,600 0 0
ENBRIDGE INC COM 29250N105 45,715 1,415,765 SH   SOLE   1,415,765 0 0
ENLINK MIDSTREAM PARTNERS LP COM UNIT REP LTD COM UNIT REP LTD 29336U107 28,277 1,517,000 SH   SOLE   1,517,000 0 0
ENOVA INTL INC COM 29357K103 4,648 161,400 SH   SOLE   161,400 0 0
ENTERGY CORP NEW COM 29364G103 694 8,560 SH   SOLE   8,560 0 0
EQT CORP COM 26884L109 6,090 137,682 SH   SOLE   137,682 0 0
EQUINOR ASA SPONSORED ADR 29446M102 7,002 248,300 SH   SOLE   248,300 0 0
EVERSOURCE ENERGY COM 30040W108 10,327 168,075 SH   SOLE   168,075 0 0
EXELON CORP COM 30161N101 12,078 276,631 SH   SOLE   276,631 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 3,743 39,400 SH   SOLE   39,400 0 0
EXXON MOBIL CORP COM 30231G102 11,228 132,060 SH   SOLE   132,060 0 0
EZCORP INC CL A NON VTG 302301106 2,925 273,400 SH   SOLE   273,400 0 0
FCB FINL HLDGS INC CL A 30255G103 5,688 120,000 SH   SOLE   120,000 0 0
FEDEX CORP COM 31428X106 2,889 12,000 SH   SOLE   12,000 0 0
FIFTH THIRD BANCORP COM 316773100 447 16,000 SH   SOLE   16,000 0 0
FIRST BANCORP P R COM NEW 318672706 4,960 545,000 SH   SOLE   545,000 0 0
FIRST CONN BANCORP INC MD COM 319850103 3,251 110,000 SH   SOLE   110,000 0 0
FLUSHING FINL CORP COM 343873105 1,464 60,000 SH   SOLE   60,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 4,908 530,645 SH   SOLE   530,645 0 0
FORTIS INC COM 349553107 12,085 372,776 SH   SOLE   372,776 0 0
FREEPORT-MCMORAN INC COM 35671D857 2,277 163,600 SH   SOLE   163,600 0 0
GAP INC DEL COM 364760108 2,640 91,500 SH   SOLE   91,500 0 0
GENERAL ELECTRIC CO COM 369604103 6,116 541,736 SH   SOLE   541,736 0 0
GENERAL MLS INC COM 370334104 6,520 151,900 SH   SOLE   151,900 0 0
GENERAL MTRS CO COM 37045V100 6,929 205,800 SH   SOLE   205,800 0 0
GILEAD SCIENCES INC COM 375558103 5,366 69,500 SH   SOLE   69,500 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 6,234 155,200 SH   SOLE   155,200 0 0
GLOBAL PMTS INC COM 37940X102 2,548 20,000 SH   SOLE   20,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,794 8,000 SH   SOLE   8,000 0 0
GREEN BANCORP INC COM 39260X100 4,420 200,000 SH   SOLE   200,000 0 0
HARBORONE BANCORP INC COM 41165F101 5,545 290,000 SH   SOLE   290,000 0 0
HCA HEALTHCARE INC COM 40412C101 4,076 29,300 SH   SOLE   29,300 0 0
HINGHAM INSTN SVGS MASS COM 433323102 9,580 43,585 SH   SOLE   43,585 0 0
HOLLYFRONTIER CORP COM 436106108 4,159 59,500 SH   SOLE   59,500 0 0
HP INC COM 40434L105 10,063 390,500 SH   SOLE   390,500 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 4,751 108,000 SH   SOLE   108,000 0 0
HUNTSMAN CORP COM 447011107 2,925 107,400 SH   SOLE   107,400 0 0
IBERIABANK CORP COM 450828108 4,068 50,000 SH   SOLE   50,000 0 0
INDEPENDENT BANK CORP MASS COM 453836108 5,782 70,000 SH   SOLE   70,000 0 0
INSPERITY INC COM 45778Q107 33,698 285,700 SH   SOLE   285,700 0 0
INTEL CORP COM 458140100 10,858 229,600 SH   SOLE   229,600 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 13,586 89,846 SH   SOLE   89,846 0 0
JOHNSON & JOHNSON COM 478160104 5,817 42,100 SH   SOLE   42,100 0 0
JOHNSON CTLS INTL PLC SHS G51502105 5,208 148,800 SH   SOLE   148,800 0 0
JPMORGAN CHASE & CO. COM 46625H100 2,595 23,000 SH   SOLE   23,000 0 0
KB HOME COM 48666K109 2,821 118,000 SH   SOLE   118,000 0 0
KEARNY FINL CORP MD COM 48716P108 7,133 515,000 SH   SOLE   515,000 0 0
KIMBERLY CLARK CORP COM 494368103 2,875 25,300 SH   SOLE   25,300 0 0
KINDER MORGAN INC DEL COM 49456B101 47,855 2,699,101 SH   SOLE   2,699,101 0 0
KOHLS CORP COM 500255104 7,746 103,900 SH   SOLE   103,900 0 0
KRAFT HEINZ CO COM 500754106 4,095 74,300 SH   SOLE   74,300 0 0
KROGER CO COM 501044101 3,077 105,700 SH   SOLE   105,700 0 0
L BRANDS INC COM 501797104 1,788 59,000 SH   SOLE   59,000 0 0
LAM RESEARCH CORP COM 512807108 2,589 17,067 SH   SOLE   17,067 0 0
LANDSTAR SYS INC COM 515098101 28,755 235,700 SH   SOLE   235,700 0 0
LAS VEGAS SANDS CORP COM 517834107 4,456 75,100 SH   SOLE   75,100 0 0
LEAR CORP COM NEW 521865204 2,726 18,800 SH   SOLE   18,800 0 0
LEGACY RESVS INC COM 524706108 3,049 628,600 SH   SOLE   628,600 0 0
LILLY ELI & CO COM 532457108 7,673 71,500 SH   SOLE   71,500 0 0
LIVE NATION ENTERTAINMENT INC COM COM 538034109 4,151 76,200 SH   SOLE   76,200 0 0
LPL FINL HLDGS INC COM 50212V100 3,677 57,000 SH   SOLE   57,000 0 0
MANTECH INTL CORP CL A 564563104 4,260 67,300 SH   SOLE   67,300 0 0
MANULIFE FINL CORP COM 56501R106 4,903 274,200 SH   SOLE   274,200 0 0
MARATHON PETE CORP COM 56585A102 6,717 84,000 SH   SOLE   84,000 0 0
MASTEC INC COM 576323109 3,179 71,200 SH   SOLE   71,200 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,134 14,077 SH   SOLE   14,077 0 0
MDU RES GROUP INC COM 552690109 12,033 468,407 SH   SOLE   468,407 0 0
MERCK & CO INC COM 58933Y105 12,514 176,400 SH   SOLE   176,400 0 0
MERIDIAN BANCORP INC MD COM 58958U103 7,650 450,000 SH   SOLE   450,000 0 0
MGE ENERGY INC COM 55277P104 2,249 35,229 SH   SOLE   35,229 0 0
MICRON TECHNOLOGY INC COM 595112103 3,085 68,200 SH   SOLE   68,200 0 0
MIDLAND STS BANCORP INC ILL COM 597742105 2,889 90,000 SH   SOLE   90,000 0 0
MOLINA HEALTHCARE INC COM 60855R100 30,052 202,100 SH   SOLE   202,100 0 0
MOODYS CORP COM 615369105 2,508 15,000 SH   SOLE   15,000 0 0
MORGAN STANLEY COM 617446448 1,909 41,000 SH   SOLE   41,000 0 0
MSCI INC COM 55354G100 2,040 11,500 SH   SOLE   11,500 0 0
MURPHY USA INC COM 626755102 28,159 329,500 SH   SOLE   329,500 0 0
NATIONAL FUEL GAS CO N J COM 636180101 16,814 299,924 SH   SOLE   299,924 0 0
NATIONAL GRID PLC SPON ADR NEW 636274409 44,384 855,844 SH   SOLE   855,844 0 0
NEW JERSEY RES COM 646025106 14,136 306,634 SH   SOLE   306,634 0 0
NISOURCE INC COM 65473P105 29,600 1,187,781 SH   SOLE   1,187,781 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 4,336 214,000 SH   SOLE   214,000 0 0
NOODLES & CO COM CL A 65540B105 3,684 304,500 SH   SOLE   304,500 0 0
NORTHWEST NAT GAS CO COM 667655104 10,490 156,803 SH   SOLE   156,803 0 0
NORTHWESTERN CORP COM NEW 668074305 3,074 52,398 SH   SOLE   52,398 0 0
NOW INC/DE COM 67011P100 27,284 1,648,600 SH   SOLE   1,648,600 0 0
NUCOR CORP COM 670346105 2,874 45,300 SH   SOLE   45,300 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 6,381 77,660 SH   SOLE   77,660 0 0
OCEANFIRST FINL CORP COM 675234108 8,574 315,000 SH   SOLE   315,000 0 0
OLD REP INTL CORP COM 680223104 28,049 1,253,300 SH   SOLE   1,253,300 0 0
OMNICOM GROUP INC COM 681919106 2,483 36,500 SH   SOLE   36,500 0 0
ONE GAS INC COM 68235P108 23,341 283,675 SH   SOLE   283,675 0 0
OPUS BK IRVINE CALIF COM 684000102 6,028 220,000 SH   SOLE   220,000 0 0
PACCAR INC COM 693718108 2,871 42,100 SH   SOLE   42,100 0 0
PACWEST BANCORP DEL COM 695263103 4,050 85,000 SH   SOLE   85,000 0 0
PAYPAL HLDGS INC COM 70450Y103 2,767 31,500 SH   SOLE   31,500 0 0
PBF ENERGY INC CL A 69318G106 25,998 520,900 SH   SOLE   520,900 0 0
PENN NATL GAMING INC COM 707569109 31,543 958,158 SH   SOLE   958,158 0 0
PENNYMAC FINL SVCS INC CL A 70932B101 3,079 147,300 SH   SOLE   147,300 0 0
PEPSICO INC COM 713448108 5,411 48,400 SH   SOLE   48,400 0 0
PFIZER INC COM 717081103 13,276 301,252 SH   SOLE   301,252 0 0
PG&E CORP COM 69331C108 32,780 712,449 SH   SOLE   712,449 0 0
PHILIP MORRIS INTL INC COM 718172109 4,428 54,300 SH   SOLE   54,300 0 0
PHILLIPS 66 COM 718546104 6,402 56,800 SH   SOLE   56,800 0 0
PIONEER ENERGY SVCS CORP COM 723664108 1,820 616,800 SH   SOLE   616,800 0 0
PLAINS GP HLDGS L P LTP PARTNR INT A 72651A207 11,903 485,255 SH   SOLE   485,255 0 0
PNC FINL SVCS GROUP INC COM 693475105 2,315 17,000 SH   SOLE   17,000 0 0
POST HLDGS INC COM 737446104 28,063 286,242 SH   SOLE   286,242 0 0
PPL CORP COM 69351T106 9,727 332,419 SH   SOLE   332,419 0 0
PROCTER AND GAMBLE CO COM 742718109 10,916 131,150 SH   SOLE   131,150 0 0
PROGRESSIVE CORP OHIO COM 743315103 4,483 63,100 SH   SOLE   63,100 0 0
PROVIDENCE SVC CORP COM 743815102 3,815 56,700 SH   SOLE   56,700 0 0
PROVIDENT FINL SVCS INC COM 74386T105 859 35,000 SH   SOLE   35,000 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 24,837 470,490 SH   SOLE   470,490 0 0
REGIS CORP MINN COM 758932107 4,484 219,500 SH   SOLE   219,500 0 0
RGC RES INC COM 74955L103 1,178 44,091 SH   SOLE   44,091 0 0
RH COM 74967X103 27,551 210,300 SH   SOLE   210,300 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 5,445 67,900 SH   SOLE   67,900 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 5,738 80,900 SH   SOLE   80,900 0 0
SCANA CORP NEW COM 80589M102 5,171 132,966 SH   SOLE   132,966 0 0
SCHLUMBERGER LTD COM 806857108 4,819 79,100 SH   SOLE   79,100 0 0
SCHNITZER STL INDS CL A 806882106 2,783 102,900 SH   SOLE   102,900 0 0
SCHWAB CHARLES CORP NEW COM 808513105 2,212 45,000 SH   SOLE   45,000 0 0
SEMICONDUCTOR MFG INTL CORP SPONSORED ADR 81663N206 71 13,023 SH   SOLE   13,023 0 0
SEMPRA ENERGY COM 816851109 48,098 422,840 SH   SOLE   422,840 0 0
SOUTH JERSEY INDS INC COM 838518108 13,003 368,671 SH   SOLE   368,671 0 0
SOUTHERN CO COM 842587107 47,969 1,100,200 SH   SOLE   1,100,200 0 0
SOUTHWEST AIRLS CO COM 844741108 3,160 50,600 SH   SOLE   50,600 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 18,044 228,317 SH   SOLE   228,317 0 0
SPIRE INC COM 84857L101 17,247 234,491 SH   SOLE   234,491 0 0
SPIRIT AIRLS INC COM 848577102 27,322 581,700 SH   SOLE   581,700 0 0
SPROUTS FMRS MKT INC COM 85208M102 31,560 1,151,400 SH   SOLE   1,151,400 0 0
SPX FLOW INC COM 78469X107 3,957 76,100 SH   SOLE   76,100 0 0
SQUARE INC CL A 852234103 990 10,000 SH   SOLE   10,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 852 15,000 SH   SOLE   15,000 0 0
STARBUCKS CORP COM 855244109 2,948 51,870 SH   SOLE   51,870 0 0
STATE STR CORP COM 857477103 1,927 23,000 SH   SOLE   23,000 0 0
STEEL DYNAMICS INC COM 858119100 2,906 64,300 SH   SOLE   64,300 0 0
STERLING BANCORP DEL COM 85917A100 4,290 195,000 SH   SOLE   195,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 6,214 160,600 SH   SOLE   160,600 0 0
SUNTRUST BKS INC COM 867914103 935 14,000 SH   SOLE   14,000 0 0
TARGET CORP COM 87612E106 10,356 117,400 SH   SOLE   117,400 0 0
TELLURIAN INC NEW COM 87968A104 8,976 1,000,690 SH   SOLE   1,000,690 0 0
THOMSON REUTERS CORP COM 884903105 6,139 134,400 SH   SOLE   134,400 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 5,819 95,700 SH   SOLE   95,700 0 0
TOTAL S A SPONSORED ADR 89151E109 6,458 100,300 SH   SOLE   100,300 0 0
TOTAL SYS SVCS INC COM 891906109 2,271 23,000 SH   SOLE   23,000 0 0
TRANSCANADA CORP COM 89353D107 46,847 1,157,853 SH   SOLE   1,157,853 0 0
TRINITY INDS INC COM 896522109 28,392 774,900 SH   SOLE   774,900 0 0
TRIPLE-S MGMT CORP CL B 896749108 1,736 91,900 SH   SOLE   91,900 0 0
TURTLE BEACH CORP COM NEW 900450206 3,342 167,600 SH   SOLE   167,600 0 0
TYSON FOODS INC CL A 902494103 2,298 38,600 SH   SOLE   38,600 0 0
UGI CORP NEW COM 902681105 42,151 759,752 SH   SOLE   759,752 0 0
UNILEVER PLC SPON ADR NEW 904767704 5,667 103,100 SH   SOLE   103,100 0 0
UNION BANKSHARES CORP NEW COM 90539J109 9,055 235,000 SH   SOLE   235,000 0 0
UNION PAC CORP COM 907818108 3,647 22,398 SH   SOLE   22,398 0 0
UNITED CONTL HLDGS INC COM 910047109 3,990 44,800 SH   SOLE   44,800 0 0
UNITED FINL BANCORP INC NEW COM 910304104 3,955 235,000 SH   SOLE   235,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 5,335 45,700 SH   SOLE   45,700 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,257 16,000 SH   SOLE   16,000 0 0
UNITIL CORP COM 913259107 2,407 47,298 SH   SOLE   47,298 0 0
US BANCORP DEL COM NEW 902973304 634 12,000 SH   SOLE   12,000 0 0
VECTREN CORP COM 92240G101 17,703 247,628 SH   SOLE   247,628 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 14,378 269,308 SH   SOLE   269,308 0 0
VERSO CORP CL A 92531L207 6,929 205,800 SH   SOLE   205,800 0 0
VISA INC COM CL A 92826C839 3,002 20,000 SH   SOLE   20,000 0 0
WALGREENS BOOTS ALLIANCE INC COM COM 931427108 3,062 42,000 SH   SOLE   42,000 0 0
WALMART INC COM 931142103 2,714 28,900 SH   SOLE   28,900 0 0
WARRIOR MET COAL INC COM 93627C101 3,223 119,200 SH   SOLE   119,200 0 0
WASHINGTON FED INC COM 938824109 4,800 150,000 SH   SOLE   150,000 0 0
WASTE MGMT INC DEL COM 94106L109 3,226 35,700 SH   SOLE   35,700 0 0
WEC ENERGY GROUP INC COM 92939U106 37,769 565,740 SH   SOLE   565,740 0 0
WELLS FARGO CO NEW COM 949746101 1,051 20,000 SH   SOLE   20,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109 569 10,000 SH   SOLE   10,000 0 0
WINTRUST FINL CORP COM 97650W108 4,247 50,000 SH   SOLE   50,000 0 0
WORLDPAY INC CL A 981558109 911 9,000 SH   SOLE   9,000 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 1,071 24,700 SH   SOLE   24,700 0 0
WYNDHAM HOTELS & RESORTS INC COM COM 98311A105 1,356 24,400 SH   SOLE   24,400 0 0
XCEL ENERGY INC COM 98389B100 15,409 326,399 SH   SOLE   326,399 0 0
XPO LOGISTICS INC COM 983793100 4,384 38,400 SH   SOLE   38,400 0 0
ZILLOW GROUP INC CL A 98954M101 1,989 45,000 SH   SOLE   45,000 0 0
ZIONS BANCORPORATION COM 989701107 351 7,000 SH   SOLE   7,000 0 0