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
3M CO COM 88579Y101 11,964 76,700 SH   SOLE   76,700 0 0
ABBVIE INC COM 00287Y109 5,145 52,400 SH   SOLE   52,400 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 2,436 17,100 SH   SOLE   17,100 0 0
AECOM COM 00766T100 9,688 257,800 SH   SOLE   257,800 0 0
ALAMO GROUP INC COM 011311107 2,227 21,700 SH   SOLE   21,700 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 3,114 240,664 SH   SOLE   240,664 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 2,482 55,000 SH   SOLE   55,000 0 0
ALTRIA GROUP INC COM 02209S103 4,255 108,400 SH   SOLE   108,400 0 0
AMEREN CORP COM 023608102 6,026 85,640 SH   SOLE   85,640 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 1,332 101,900 SH   SOLE   101,900 0 0
AMERICAN FINL GROUP INC OHIO COM COM 025932104 5,699 89,800 SH   SOLE   89,800 0 0
AMERICAN WOODMARK CORPORATION COM COM 030506109 1,884 24,900 SH   SOLE   24,900 0 0
AMERICAS CAR MART INC COM 03062T105 2,170 24,696 SH   SOLE   24,696 0 0
AMGEN INC COM 031162100 7,901 33,500 SH   SOLE   33,500 0 0
APPLE INC COM 037833100 2,469 6,768 SH   SOLE   6,768 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 4,525 113,400 SH   SOLE   113,400 0 0
ARCONIC CORPORATION COM 03966V107 312 22,400 SH   SOLE   22,400 0 0
ARCOSA INC COM 039653100 2,490 59,000 SH   SOLE   59,000 0 0
ASSOCIATED BANC CORP COM 045487105 1,984 145,000 SH   SOLE   145,000 0 0
AT&T INC COM 00206R102 3,901 129,060 SH   SOLE   129,060 0 0
ATKORE INTL GROUP INC COM 047649108 1,772 64,800 SH   SOLE   64,800 0 0
ATLANTIC UN BANKSHARES CORP COM 04911A107 1,042 45,000 SH   SOLE   45,000 0 0
ATMOS ENERGY CORP COM 049560105 30,181 303,086 SH   SOLE   303,086 0 0
AUTOZONE INC COM 053332102 2,595 2,300 SH   SOLE   2,300 0 0
AVANGRID INC COM 05351W103 6,352 151,300 SH   SOLE   151,300 0 0
AVISTA CORP COM 05379B107 1,811 49,772 SH   SOLE   49,772 0 0
BANC OF CALIFORNIA INC COM 05990K106 1,570 145,000 SH   SOLE   145,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 4,271 110,500 SH   SOLE   110,500 0 0
BENCHMARK ELECTRS INC COM 08160H101 1,639 75,900 SH   SOLE   75,900 0 0
BERKSHIRE HATHAWAY INC - CL A CL A 084670108 16,305 61 SH   SOLE   61 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,250 7,000 SH   SOLE   7,000 0 0
BERKSHIRE HILLS BANCORP INC COM 084680107 2,535 230,000 SH   SOLE   230,000 0 0
BEST BUY INC COM 086516101 5,105 58,500 SH   SOLE   58,500 0 0
BIOGEN INC COM 09062X103 1,953 7,300 SH   SOLE   7,300 0 0
BK OF AMERICA CORP COM 060505104 1,876 79,000 SH   SOLE   79,000 0 0
BLACK HILLS CORP COM 092113109 6,978 123,147 SH   SOLE   123,147 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 2,096 37,000 SH   SOLE   37,000 0 0
BMC STK HLDGS INC COM 05591B109 2,260 89,900 SH   SOLE   89,900 0 0
BP PLC SPONSORED ADR 055622104 3,281 140,700 SH   SOLE   140,700 0 0
BRIGHTHOUSE FINL INC COM 10922N103 6,938 249,400 SH   SOLE   249,400 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 4,457 75,800 SH   SOLE   75,800 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 2,237 68,000 SH   SOLE   68,000 0 0
BROOKLINE BANCORP INC DEL COM 11373M107 1,512 150,000 SH   SOLE   150,000 0 0
BUCKLE INC COM 118440106 1,634 104,200 SH   SOLE   104,200 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 2,091 101,000 SH   SOLE   101,000 0 0
CADENCE BANCORPORATION CL A 12739A100 2,437 275,000 SH   SOLE   275,000 0 0
CANADIAN NAT RES LTD COM 136385101 2,883 165,400 SH   SOLE   165,400 0 0
CAPITAL ONE FINL CORP COM 14040H105 1,690 27,000 SH   SOLE   27,000 0 0
CARLYLE GROUP INC COM 14316J108 2,388 85,600 SH   SOLE   85,600 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 1,961 119,400 SH   SOLE   119,400 0 0
CARVANA CO CL A 146869102 3,510 29,200 SH   SOLE   29,200 0 0
CATERPILLAR INC DEL COM 149123101 7,818 61,800 SH   SOLE   61,800 0 0
CBRE GROUP INC CL A 12504L109 2,017 44,600 SH   SOLE   44,600 0 0
CDW CORP COM 12514G108 2,288 19,690 SH   SOLE   19,690 0 0
CELESTICA INC SUB VTG SHS 15101Q108 87 12,751 SH   SOLE   12,751 0 0
CENTERPOINT ENERGY INC COM 15189T107 12,599 674,828 SH   SOLE   674,828 0 0
CHENIERE ENERGY INC COM NEW 16411R208 31,404 649,917 SH   SOLE   649,917 0 0
CHESAPEAKE UTILS CORP COM 165303108 3,516 41,858 SH   SOLE   41,858 0 0
CHEVRON CORP NEW COM 166764100 8,649 96,925 SH   SOLE   96,925 0 0
CISCO SYS INC COM 17275R102 11,429 245,050 SH   SOLE   245,050 0 0
CIT GROUP INC COM NEW 125581801 2,488 120,000 SH   SOLE   120,000 0 0
CITIGROUP INC COM NEW 172967424 5,217 102,100 SH   SOLE   102,100 0 0
CITIZENS FINANCIAL GROUP INC COM COM 174610105 1,312 52,000 SH   SOLE   52,000 0 0
CMS ENERGY CORP COM 125896100 19,454 332,998 SH   SOLE   332,998 0 0
COCA COLA CO COM 191216100 7,651 171,250 SH   SOLE   171,250 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A CL A 192446102 2,074 36,500 SH   SOLE   36,500 0 0
COLFAX CORP COM 194014106 2,003 71,800 SH   SOLE   71,800 0 0
COLUMBIA FINL INC COM 197641103 140 10,000 SH   SOLE   10,000 0 0
CONNECTONE BANCORP INC NEW COM 20786W107 2,257 140,000 SH   SOLE   140,000 0 0
CONOCOPHILLIPS COM 20825C104 5,421 129,000 SH   SOLE   129,000 0 0
CONSOLIDATED EDISON INC COM 209115104 17,755 246,836 SH   SOLE   246,836 0 0
CORNING NAT GAS HLDG CORP COM 219387107 188 11,099 SH   SOLE   11,099 0 0
COSAN LTD SHS A G25343107 1,782 118,300 SH   SOLE   118,300 0 0
CROWN HLDGS INC COM 228368106 12,192 187,200 SH   SOLE   187,200 0 0
CSX CORP COM 126408103 2,176 31,200 SH   SOLE   31,200 0 0
CUMMINS INC COM 231021106 2,530 14,600 SH   SOLE   14,600 0 0
CVS HEALTH CORP COM 126650100 4,522 69,600 SH   SOLE   69,600 0 0
D R HORTON INC COM 23331A109 2,251 40,600 SH   SOLE   40,600 0 0
DARDEN RESTAURANTS INC COM 237194105 1,599 21,100 SH   SOLE   21,100 0 0
DEERE & CO COM 244199105 2,216 14,100 SH   SOLE   14,100 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,711 132,300 SH   SOLE   132,300 0 0
DICKS SPORTING GOODS INC COM 253393102 2,269 55,000 SH   SOLE   55,000 0 0
DIGITAL TURBINE INC COM NEW 25400W102 132 10,511 SH   SOLE   10,511 0 0
DOMINION ENERGY INC COM 25746U109 29,880 368,077 SH   SOLE   368,077 0 0
DOW INC COM 260557103 4,602 112,900 SH   SOLE   112,900 0 0
DTE ENERGY CO COM 233331107 17,684 164,504 SH   SOLE   164,504 0 0
DUKE ENERGY CORP NEW COM 26441C204 18,478 231,287 SH   SOLE   231,287 0 0
EBAY INC. COM 278642103 3,492 66,587 SH   SOLE   66,587 0 0
ELECTRONIC ARTS INC COM 285512109 2,958 22,400 SH   SOLE   22,400 0 0
EMERSON ELEC CO COM 291011104 6,476 104,400 SH   SOLE   104,400 0 0
ENBRIDGE INC COM 29250N105 29,957 984,765 SH   SOLE   984,765 0 0
ENTERGY CORP NEW COM 29364G103 597 6,360 SH   SOLE   6,360 0 0
EOG RES INC COM 26875P101 1,783 35,200 SH   SOLE   35,200 0 0
EQUITABLE HLDGS INC COM COM 29452E101 1,998 103,600 SH   SOLE   103,600 0 0
EVERSOURCE ENERGY COM 30040W108 7,259 87,175 SH   SOLE   87,175 0 0
EXELON CORP COM 30161N101 7,651 210,831 SH   SOLE   210,831 0 0
EXXON MOBIL CORP COM 30231G102 7,829 175,060 SH   SOLE   175,060 0 0
FIDELITY NATL INFORMATION SVCS COM COM 31620M106 1,877 14,000 SH   SOLE   14,000 0 0
FIFTH THIRD BANCORP COM 316773100 231 12,000 SH   SOLE   12,000 0 0
FIRST AMERN FINL CORP COM 31847R102 7,722 160,800 SH   SOLE   160,800 0 0
FIRST BANCORP P R COM NEW 318672706 2,488 445,000 SH   SOLE   445,000 0 0
FIRST MIDWEST BANCORP DEL COM 320867104 2,804 210,000 SH   SOLE   210,000 0 0
FISERV INC COM 337738108 1,762 18,050 SH   SOLE   18,050 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 3,835 630,745 SH   SOLE   630,745 0 0
FORTIS INC COM 349553107 10,330 271,276 SH   SOLE   271,276 0 0
GENERAL DYNAMICS CORP COM 369550108 2,018 13,500 SH   SOLE   13,500 0 0
GENERAL MLS INC COM 370334104 8,458 137,200 SH   SOLE   137,200 0 0
GENERAL MTRS CO COM 37045V100 3,633 143,600 SH   SOLE   143,600 0 0
GILEAD SCIENCES INC COM 375558103 5,494 71,400 SH   SOLE   71,400 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 4,711 115,500 SH   SOLE   115,500 0 0
GLOBAL PMTS INC COM 37940X102 221 1,300 SH   SOLE   1,300 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,877 9,500 SH   SOLE   9,500 0 0
HANOVER INS GROUP INC COM 410867105 7,164 70,700 SH   SOLE   70,700 0 0
HARBORONE BANCORP INC NEW COM NEW 41165Y100 939 110,000 SH   SOLE   110,000 0 0
HCA HEALTHCARE INC COM 40412C101 1,718 17,700 SH   SOLE   17,700 0 0
HENRY SCHEIN INC COM 806407102 2,178 37,300 SH   SOLE   37,300 0 0
HINGHAM INSTN SVGS MASS COM 433323102 3,020 18,000 SH   SOLE   18,000 0 0
HOMETRUST BANCSHARES INC COM 437872104 2,160 135,000 SH   SOLE   135,000 0 0
HOWMET AEROSPACE INC COM 443201108 1,461 92,200 SH   SOLE   92,200 0 0
INDEPENDENT BANK CORP MASS COM 453836108 2,684 40,000 SH   SOLE   40,000 0 0
INSIGHT ENTERPRISES INC COM 45765U103 1,860 37,800 SH   SOLE   37,800 0 0
INSTALLED BLDG PRODS INC COM 45780R101 2,614 38,000 SH   SOLE   38,000 0 0
INTEL CORP COM 458140100 2,447 40,902 SH   SOLE   40,902 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 10,526 87,155 SH   SOLE   87,155 0 0
ITRON INC COM 465741106 10,819 163,300 SH   SOLE   163,300 0 0
JABIL INC COM 466313103 10,663 332,400 SH   SOLE   332,400 0 0
JELD-WEN HLDG INC COM 47580P103 1,753 108,800 SH   SOLE   108,800 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 2,076 117,200 SH   SOLE   117,200 0 0
JOHNSON & JOHNSON COM 478160104 605 4,300 SH   SOLE   4,300 0 0
JPMORGAN CHASE & CO. COM 46625H100 5,474 58,200 SH   SOLE   58,200 0 0
KB HOME COM 48666K109 10,947 356,800 SH   SOLE   356,800 0 0
KEARNY FINL CORP MD COM 48716P108 409 50,000 SH   SOLE   50,000 0 0
KINDER MORGAN INC DEL COM 49456B101 29,720 1,959,101 SH   SOLE   1,959,101 0 0
KOPPERS HOLDINGS INC COM 50060P106 1,503 79,800 SH   SOLE   79,800 0 0
KRAFT HEINZ CO COM 500754106 5,823 182,600 SH   SOLE   182,600 0 0
LAKELAND BANCORP INC COM 511637100 2,515 220,000 SH   SOLE   220,000 0 0
LANDSTAR SYS INC COM 515098101 9,569 85,200 SH   SOLE   85,200 0 0
LAS VEGAS SANDS CORP COM 517834107 5,242 115,100 SH   SOLE   115,100 0 0
LEIDOS HOLDINGS INC COM 525327102 2,510 26,800 SH   SOLE   26,800 0 0
LITHIA MTRS INC CL A 536797103 11,123 73,500 SH   SOLE   73,500 0 0
LPL FINL HLDGS INC COM 50212V100 11,964 152,600 SH   SOLE   152,600 0 0
M/I HOMES INC COM 55305B101 2,139 62,100 SH   SOLE   62,100 0 0
MARATHON PETE CORP COM 56585A102 3,147 84,200 SH   SOLE   84,200 0 0
MASCO CORP COM 574599106 2,671 53,200 SH   SOLE   53,200 0 0
MASTEC INC COM 576323109 6,668 148,600 SH   SOLE   148,600 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,158 7,297 SH   SOLE   7,297 0 0
MDU RES GROUP INC COM 552690109 6,761 304,807 SH   SOLE   304,807 0 0
MERCK & CO. INC COM 58933Y105 6,944 89,800 SH   SOLE   89,800 0 0
MERIDIAN BANCORP INC MD COM 58958U103 2,958 255,000 SH   SOLE   255,000 0 0
MERITAGE HOMES CORP COM 59001A102 10,170 133,600 SH   SOLE   133,600 0 0
METHODE ELECTRS INC COM 591520200 2,249 71,947 SH   SOLE   71,947 0 0
METLIFE INC COM 59156R108 3,546 97,100 SH   SOLE   97,100 0 0
MGE ENERGY INC COM 55277P104 1,724 26,729 SH   SOLE   26,729 0 0
MOODYS CORP COM 615369105 2,198 8,000 SH   SOLE   8,000 0 0
NATIONAL FUEL GAS CO N J COM 636180101 7,745 184,724 SH   SOLE   184,724 0 0
NATIONAL GRID PLC SPON ADR NEW 636274409 32,839 540,644 SH   SOLE   540,644 0 0
NCR CORP NEW COM 62886E108 5,555 320,726 SH   SOLE   320,726 0 0
NETAPP INC COM 64110D104 2,229 50,235 SH   SOLE   50,235 0 0
NEW JERSEY RES COM 646025106 8,474 259,534 SH   SOLE   259,534 0 0
NEWS CORP NEW CL A 65249B109 8,075 680,900 SH   SOLE   680,900 0 0
NICOLET BANKSHARES INC COM 65406E102 1,918 35,000 SH   SOLE   35,000 0 0
NISOURCE INC COM 65473P105 19,856 873,181 SH   SOLE   873,181 0 0
NORFOLK SOUTHERN CORP COM 655844108 2,124 12,100 SH   SOLE   12,100 0 0
NORTHWEST NAT HLDG CO COM 66765N105 5,942 106,503 SH   SOLE   106,503 0 0
NORTHWESTERN CORP COM NEW 668074305 2,044 37,498 SH   SOLE   37,498 0 0
NUTRIEN LTD COM 67077M108 3,752 116,900 SH   SOLE   116,900 0 0
OCCIDENTAL PETE CORP COM 674599105 2,162 118,160 SH   SOLE   118,160 0 0
OLD REP INTL CORP COM 680223104 6,615 405,600 SH   SOLE   405,600 0 0
OMNICOM GROUP INC COM 681919106 1,736 31,800 SH   SOLE   31,800 0 0
ONE GAS INC COM 68235P108 14,784 191,875 SH   SOLE   191,875 0 0
ORACLE CORP COM 68389X105 2,553 46,200 SH   SOLE   46,200 0 0
OWENS CORNING NEW COM 690742101 8,637 154,900 SH   SOLE   154,900 0 0
PACCAR INC COM 693718108 2,522 33,700 SH   SOLE   33,700 0 0
PACIFIC PREMIER BANCORP COM 69478X105 2,472 114,000 SH   SOLE   114,000 0 0
PACKAGING CORP AMER COM 695156109 9,132 91,500 SH   SOLE   91,500 0 0
PAYPAL HLDGS INC COM 70450Y103 2,788 16,000 SH   SOLE   16,000 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 2,716 65,000 SH   SOLE   65,000 0 0
PEOPLES UNITED FINANCIAL INC COM COM 712704105 694 60,000 SH   SOLE   60,000 0 0
PEPSICO INC COM 713448108 4,510 34,100 SH   SOLE   34,100 0 0
PFIZER INC COM 717081103 8,896 272,050 SH   SOLE   272,050 0 0
PG&E CORP COM 69331C108 4,545 512,449 SH   SOLE   512,449 0 0
PHILIP MORRIS INTL INC COM 718172109 3,888 55,500 SH   SOLE   55,500 0 0
PIONEER NAT RES CO COM 723787107 1,768 18,100 SH   SOLE   18,100 0 0
PLAINS GP HLDGS L P LTP PARTNR INT A 72651A207 3,507 394,055 SH   SOLE   394,055 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,420 13,500 SH   SOLE   13,500 0 0
PPL CORP COM 69351T106 2,230 86,319 SH   SOLE   86,319 0 0
PRICE T ROWE GROUP INC COM 74144T108 2,297 18,600 SH   SOLE   18,600 0 0
PROGRESSIVE CORP OHIO COM 743315103 2,363 29,500 SH   SOLE   29,500 0 0
PUBLIC SVC ENTERPRISE GRP INC COM COM 744573106 16,355 332,690 SH   SOLE   332,690 0 0
PULTE GROUP INC COM 745867101 1,848 54,300 SH   SOLE   54,300 0 0
QUALCOMM INC COM 747525103 5,311 58,229 SH   SOLE   58,229 0 0
R1 RCM INC COM 749397105 2,181 195,600 SH   SOLE   195,600 0 0
RADNET INC COM 750491102 2,106 132,700 SH   SOLE   132,700 0 0
RENT A CTR INC NEW COM 76009N100 2,532 91,000 SH   SOLE   91,000 0 0
RGC RES INC COM 74955L103 828 34,254 SH   SOLE   34,254 0 0
RH COM 74967X103 13,914 55,900 SH   SOLE   55,900 0 0
ROYAL BK CDA COM 780087102 4,082 60,200 SH   SOLE   60,200 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259206 3,308 101,200 SH   SOLE   101,200 0 0
SCHWAB CHARLES CORP COM 808513105 978 29,000 SH   SOLE   29,000 0 0
SCIENTIFIC GAMES CORP COM 80874P109 7,535 487,400 SH   SOLE   487,400 0 0
SELECTQUOTE INC COM 816307300 1,824 72,000 SH   SOLE   72,000 0 0
SEMPRA ENERGY COM 816851109 29,007 247,440 SH   SOLE   247,440 0 0
SKECHERS U S A INC CL A 830566105 10,220 325,700 SH   SOLE   325,700 0 0
SKYLINE CHAMPION CORPORATION COM COM 830830105 1,896 77,900 SH   SOLE   77,900 0 0
SONY CORP SPONSORED ADR 835699307 2,613 37,800 SH   SOLE   37,800 0 0
SOUTH JERSEY INDS INC COM 838518108 7,414 296,671 SH   SOLE   296,671 0 0
SOUTHERN CO COM 842587107 28,372 547,200 SH   SOLE   547,200 0 0
SOUTHWEST AIRLS CO COM 844741108 1,620 47,400 SH   SOLE   47,400 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 11,104 160,817 SH   SOLE   160,817 0 0
SPIRE INC COM 84857L101 8,391 127,691 SH   SOLE   127,691 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 6,075 426,300 SH   SOLE   426,300 0 0
SQUARE INC CL A 852234103 2,938 28,000 SH   SOLE   28,000 0 0
STERLING BANCORP DEL COM 85917A100 1,447 123,500 SH   SOLE   123,500 0 0
SUNCOR ENERGY INC NEW COM 867224107 2,760 163,700 SH   SOLE   163,700 0 0
SUNPOWER CORP COM 867652406 6,997 913,500 SH   SOLE   913,500 0 0
SYNAPTICS INC COM 87157D109 14,555 242,100 SH   SOLE   242,100 0 0
SYNEOS HEALTH INC CL A 87166B102 10,770 184,900 SH   SOLE   184,900 0 0
SYNNEX CORP COM 87162W100 12,506 104,418 SH   SOLE   104,418 0 0
SYNOVUS FINL CORP COM NEW 87161C501 2,874 140,000 SH   SOLE   140,000 0 0
SYSCO CORP COM 871829107 1,738 31,800 SH   SOLE   31,800 0 0
TARGET CORP COM 87612E106 5,157 43,000 SH   SOLE   43,000 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 7,108 368,500 SH   SOLE   368,500 0 0
TC ENERGY CORP ADR 87807B107 29,777 694,753 SH   SOLE   694,753 0 0
TEEKAY TANKERS LTD CL A Y8565N300 1,472 114,800 SH   SOLE   114,800 0 0
TELLURIAN INC NEW COM 87968A104 964 838,690 SH   SOLE   838,690 0 0
TEXAS CAP BANCSHARES INC COM 88224Q107 2,624 85,000 SH   SOLE   85,000 0 0
TEXAS INSTRS INC COM 882508104 5,004 39,410 SH   SOLE   39,410 0 0
TOLL BROTHERS INC COM 889478103 7,636 234,300 SH   SOLE   234,300 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 3,872 86,800 SH   SOLE   86,800 0 0
TOTAL S.A. SPONSORED ADS 89151E109 3,988 103,700 SH   SOLE   103,700 0 0
TRACTOR SUPPLY CO COM 892356106 3,334 25,300 SH   SOLE   25,300 0 0
TRIUMPH GROUP INC NEW COM 896818101 1,054 117,000 SH   SOLE   117,000 0 0
UFP INDUSTRIES INC COM 90278Q108 2,718 54,900 SH   SOLE   54,900 0 0
UGI CORP NEW COM 902681105 6,174 194,152 SH   SOLE   194,152 0 0
UMPQUA HLDGS CORP COM 904214103 1,596 150,000 SH   SOLE   150,000 0 0
UNILEVER PLC SPON ADR NEW 904767704 4,577 83,400 SH   SOLE   83,400 0 0
UNION PAC CORP COM 907818108 2,333 13,800 SH   SOLE   13,800 0 0
UNITED AIRLS HLDGS INC COM 910047109 1,156 33,400 SH   SOLE   33,400 0 0
UNITED PARCEL SERVICE INC CL B 911312106 8,161 73,400 SH   SOLE   73,400 0 0
UNITED RENTALS INC COM 911363109 2,608 17,500 SH   SOLE   17,500 0 0
UNITIL CORP COM 913259107 1,483 33,098 SH   SOLE   33,098 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 9,413 170,750 SH   SOLE   170,750 0 0
VIACOMCBS INC CL B 92556H206 2,166 92,888 SH   SOLE   92,888 0 0
VISA INC COM CL A 92826C839 2,117 10,960 SH   SOLE   10,960 0 0
VOYA FINANCIAL INC COM 929089100 2,025 43,400 SH   SOLE   43,400 0 0
WALGREENS BOOTS ALLIANCE INC COM COM 931427108 8,325 196,400 SH   SOLE   196,400 0 0
WALMART INC COM 931142103 2,467 20,600 SH   SOLE   20,600 0 0
WEBSTER FINL CORP CONN COM 947890109 2,289 80,000 SH   SOLE   80,000 0 0
WEC ENERGY GROUP INC COM 92939U106 29,954 341,740 SH   SOLE   341,740 0 0
WELLS FARGO CO NEW COM 949746101 4,334 169,300 SH   SOLE   169,300 0 0
WESTERN UN CO COM 959802109 2,117 97,900 SH   SOLE   97,900 0 0
WHIRLPOOL CORP COM 963320106 7,953 61,400 SH   SOLE   61,400 0 0
WILLIAMS SONOMA INC COM 969904101 14,434 176,000 SH   SOLE   176,000 0 0
WINTRUST FINL CORP COM 97650W108 2,835 65,000 SH   SOLE   65,000 0 0
WORLD FUEL SVCS CORP COM 981475106 1,636 63,500 SH   SOLE   63,500 0 0
XCEL ENERGY INC COM 98389B100 14,106 225,699 SH   SOLE   225,699 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 1,118 73,100 SH   SOLE   73,100 0 0
ZUMIEZ INC COM 989817101 2,242 81,900 SH   SOLE   81,900 0 0