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 11,861 74,050 SH   SOLE   74,050 0 0
ABBVIE INC COM 00287Y109 4,485 51,200 SH   SOLE   51,200 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 2,594 16,900 SH   SOLE   16,900 0 0
AECOM COM 00766T100 10,121 241,900 SH   SOLE   241,900 0 0
ALAMO GROUP INC COM 011311107 2,247 20,800 SH   SOLE   20,800 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 3,514 241,664 SH   SOLE   241,664 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 2,729 65,000 SH   SOLE   65,000 0 0
ALTRIA GROUP INC COM 02209S103 4,096 106,000 SH   SOLE   106,000 0 0
AMEREN CORP COM 023608102 6,013 76,040 SH   SOLE   76,040 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 1,235 100,500 SH   SOLE   100,500 0 0
AMERICAN FINL GROUP INC OHIO COM COM 025932104 5,640 84,200 SH   SOLE   84,200 0 0
AMERICAN WOODMARK CORPORATION COM COM 030506109 1,877 23,900 SH   SOLE   23,900 0 0
AMERICAS CAR-MART INC COM 03062T105 2,011 23,696 SH   SOLE   23,696 0 0
AMGEN INC COM 031162100 8,336 32,800 SH   SOLE   32,800 0 0
APPLE INC COM 037833100 2,751 23,753 SH   SOLE   23,753 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 5,151 110,800 SH   SOLE   110,800 0 0
ARCONIC CORPORATION COM 03966V107 410 21,500 SH   SOLE   21,500 0 0
ARCOSA INC COM 039653100 2,500 56,700 SH   SOLE   56,700 0 0
ASSOCIATED BANC CORP COM 045487105 1,451 115,000 SH   SOLE   115,000 0 0
AT&T INC COM 00206R102 3,597 126,160 SH   SOLE   126,160 0 0
ATKORE INTL GROUP INC COM 047649108 1,414 62,200 SH   SOLE   62,200 0 0
ATLANTIC UN BANKSHARES CORP COM 04911A107 908 42,500 SH   SOLE   42,500 0 0
ATMOS ENERGY CORP COM 049560105 27,137 283,886 SH   SOLE   283,886 0 0
AUTOZONE INC COM 053332102 2,591 2,200 SH   SOLE   2,200 0 0
AVANGRID INC COM 05351W103 6,777 134,300 SH   SOLE   134,300 0 0
AVISTA CORP COM 05379B107 1,514 44,372 SH   SOLE   44,372 0 0
BANC OF CALIFORNIA INC COM 05990K106 860 85,000 SH   SOLE   85,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 3,709 108,000 SH   SOLE   108,000 0 0
BANKUNITED INC COM 06652K103 1,424 65,000 SH   SOLE   65,000 0 0
BENCHMARK ELECTRS INC COM 08160H101 1,469 72,900 SH   SOLE   72,900 0 0
BERKSHIRE HATHAWAY INC - CL A CL A 084670108 15,360 48 SH   SOLE   48 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,278 6,000 SH   SOLE   6,000 0 0
BERKSHIRE HILLS BANCORP INC COM 084680107 2,629 260,000 SH   SOLE   260,000 0 0
BEST BUY INC COM 086516101 6,332 56,900 SH   SOLE   56,900 0 0
BIOGEN INC COM 09062X103 2,042 7,200 SH   SOLE   7,200 0 0
BK OF AMERICA CORP COM 060505104 1,999 83,000 SH   SOLE   83,000 0 0
BLACK HILLS CORP COM 092113109 5,699 106,547 SH   SOLE   106,547 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 1,931 37,000 SH   SOLE   37,000 0 0
BMC STK HLDGS INC COM 05591B109 3,701 86,400 SH   SOLE   86,400 0 0
BP PLC SPONSORED ADR 055622104 2,402 137,600 SH   SOLE   137,600 0 0
BRIGHTHOUSE FINL INC COM 10922N103 6,297 234,000 SH   SOLE   234,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 4,467 74,100 SH   SOLE   74,100 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 2,159 65,300 SH   SOLE   65,300 0 0
BROOKLINE BANCORP INC DEL COM 11373M107 1,254 145,000 SH   SOLE   145,000 0 0
BUCKLE INC COM 118440106 2,039 100,000 SH   SOLE   100,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 3,164 97,000 SH   SOLE   97,000 0 0
CADENCE BANCORPORATION CL A 12739A100 1,804 210,000 SH   SOLE   210,000 0 0
CANADIAN NAT RES LTD COM 136385101 2,589 161,700 SH   SOLE   161,700 0 0
CAPITAL ONE FINL CORP COM 14040H105 2,084 29,000 SH   SOLE   29,000 0 0
CARLYLE GROUP INC COM 14316J108 2,025 82,100 SH   SOLE   82,100 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 1,772 116,700 SH   SOLE   116,700 0 0
CARVANA CO CL A 146869102 6,246 28,000 SH   SOLE   28,000 0 0
CATERPILLAR INC DEL COM 149123101 7,980 53,500 SH   SOLE   53,500 0 0
CBRE GROUP INC CL A 12504L109 2,010 42,800 SH   SOLE   42,800 0 0
CDW CORP COM 12514G108 2,258 18,893 SH   SOLE   18,893 0 0
CELESTICA INC SUB VTG SHS 15101Q108 82 11,844 SH   SOLE   11,844 0 0
CENTERPOINT ENERGY INC COM 15189T107 12,532 647,628 SH   SOLE   647,628 0 0
CHENIERE ENERGY INC COM NEW 16411R208 25,306 546,917 SH   SOLE   546,917 0 0
CHESAPEAKE UTILS CORP COM 165303108 3,200 37,958 SH   SOLE   37,958 0 0
CHEVRON CORP NEW COM 166764100 6,943 96,425 SH   SOLE   96,425 0 0
CISCO SYS INC COM 17275R102 10,210 259,200 SH   SOLE   259,200 0 0
CIT GROUP INC COM NEW 125581801 2,657 150,000 SH   SOLE   150,000 0 0
CITIGROUP INC COM NEW 172967424 4,380 101,600 SH   SOLE   101,600 0 0
CITIZENS FINL GROUP INC COM 174610105 758 30,000 SH   SOLE   30,000 0 0
CMS ENERGY CORP COM 125896100 17,397 283,298 SH   SOLE   283,298 0 0
COCA COLA CO COM 191216100 8,331 168,750 SH   SOLE   168,750 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A CL A 192446102 2,499 36,000 SH   SOLE   36,000 0 0
COLFAX CORP COM 194014106 2,161 68,900 SH   SOLE   68,900 0 0
CONNECTONE BANCORP INC COM 20786W107 1,548 110,000 SH   SOLE   110,000 0 0
CONOCOPHILLIPS COM 20825C104 4,154 126,500 SH   SOLE   126,500 0 0
CONSOLIDATED EDISON INC COM 209115104 16,535 212,536 SH   SOLE   212,536 0 0
COSAN LTD SHS A G25343107 1,687 113,600 SH   SOLE   113,600 0 0
CROWN HLDGS INC COM 228368106 13,558 176,400 SH   SOLE   176,400 0 0
CSX CORP COM 126408103 2,384 30,700 SH   SOLE   30,700 0 0
CUMMINS INC COM 231021106 3,041 14,400 SH   SOLE   14,400 0 0
CVS HEALTH CORP COM 126650100 3,971 68,000 SH   SOLE   68,000 0 0
D R HORTON INC COM 23331A109 3,025 40,000 SH   SOLE   40,000 0 0
DARDEN RESTAURANTS INC COM 237194105 2,095 20,800 SH   SOLE   20,800 0 0
DEERE & CO COM 244199105 3,081 13,900 SH   SOLE   13,900 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,969 129,800 SH   SOLE   129,800 0 0
DICKS SPORTING GOODS INC COM 253393102 3,056 52,800 SH   SOLE   52,800 0 0
DOMINION ENERGY INC COM 25746U109 27,900 353,477 SH   SOLE   353,477 0 0
DOW INC COM 260557103 5,046 107,250 SH   SOLE   107,250 0 0
DTE ENERGY CO COM 233331107 16,233 141,104 SH   SOLE   141,104 0 0
DUKE ENERGY CORP NEW COM 26441C204 17,578 198,487 SH   SOLE   198,487 0 0
EBAY INC. COM 278642103 3,319 63,700 SH   SOLE   63,700 0 0
ELECTRONIC ARTS INC COM 285512109 2,869 22,000 SH   SOLE   22,000 0 0
EMERSON ELEC CO COM 291011104 6,714 102,400 SH   SOLE   102,400 0 0
ENBRIDGE INC COM 29250N105 26,705 914,565 SH   SOLE   914,565 0 0
ENTERGY CORP NEW COM 29364G103 587 5,960 SH   SOLE   5,960 0 0
EOG RES INC COM 26875P101 1,247 34,700 SH   SOLE   34,700 0 0
EQUITABLE HLDGS INC COM COM 29452E101 1,815 99,500 SH   SOLE   99,500 0 0
EVERSOURCE ENERGY COM 30040W108 6,532 78,175 SH   SOLE   78,175 0 0
EXELON CORP COM 30161N101 6,542 182,931 SH   SOLE   182,931 0 0
EXXON MOBIL CORP COM 30231G102 5,445 158,610 SH   SOLE   158,610 0 0
FIDELITY NATL INFORMATION SVCS COM COM 31620M106 2,135 14,500 SH   SOLE   14,500 0 0
FIRST AMERN FINL CORP COM 31847R102 7,682 150,900 SH   SOLE   150,900 0 0
FIRST BANCORP P R COM NEW 318672706 2,219 425,000 SH   SOLE   425,000 0 0
FIRST MIDWEST BANCORP DEL COM 320867104 2,264 210,000 SH   SOLE   210,000 0 0
FISERV INC COM 337738108 2,267 22,000 SH   SOLE   22,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 4,107 616,645 SH   SOLE   616,645 0 0
FORTIS INC COM 349553107 10,071 246,476 SH   SOLE   246,476 0 0
GENERAL DYNAMICS CORP COM 369550108 1,855 13,400 SH   SOLE   13,400 0 0
GENERAL MLS INC COM 370334104 8,290 134,400 SH   SOLE   134,400 0 0
GENERAL MTRS CO COM 37045V100 4,154 140,400 SH   SOLE   140,400 0 0
GILEAD SCIENCES INC COM 375558103 4,411 69,800 SH   SOLE   69,800 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 4,250 112,900 SH   SOLE   112,900 0 0
GLOBAL PMTS INC COM 37940X102 2,220 12,500 SH   SOLE   12,500 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,110 10,500 SH   SOLE   10,500 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 2,633 140,000 SH   SOLE   140,000 0 0
HANOVER INS GROUP INC COM 410867105 6,178 66,300 SH   SOLE   66,300 0 0
HARBORONE BANCORP INC NEW COM NEW 41165Y100 1,009 125,000 SH   SOLE   125,000 0 0
HCA HEALTHCARE INC COM 40412C101 2,182 17,500 SH   SOLE   17,500 0 0
HENRY SCHEIN INC COM 806407102 2,163 36,800 SH   SOLE   36,800 0 0
HINGHAM INSTN SVGS MASS COM 433323102 2,300 12,500 SH   SOLE   12,500 0 0
HOMETRUST BANCSHARES INC COM 437872104 2,037 150,000 SH   SOLE   150,000 0 0
HOWMET AEROSPACE INC COM 443201108 1,480 88,500 SH   SOLE   88,500 0 0
INDEPENDENT BANK CORP MASS COM 453836108 2,226 42,500 SH   SOLE   42,500 0 0
INSIGHT ENTERPRISES INC COM 45765U103 2,054 36,300 SH   SOLE   36,300 0 0
INSTALLED BLDG PRODS INC COM 45780R101 3,714 36,500 SH   SOLE   36,500 0 0
INTEL CORP COM 458140100 2,106 40,678 SH   SOLE   40,678 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 10,413 85,582 SH   SOLE   85,582 0 0
ITRON INC COM 465741106 9,348 153,900 SH   SOLE   153,900 0 0
JABIL INC COM 466313103 10,825 315,970 SH   SOLE   315,970 0 0
JELD-WEN HLDG INC COM 47580P103 2,362 104,500 SH   SOLE   104,500 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 4,477 112,600 SH   SOLE   112,600 0 0
JPMORGAN CHASE & CO. COM 46625H100 6,383 66,300 SH   SOLE   66,300 0 0
KB HOME COM 48666K109 12,914 336,400 SH   SOLE   336,400 0 0
KEARNY FINL CORP MD COM 48716P108 577 80,000 SH   SOLE   80,000 0 0
KINDER MORGAN INC DEL COM 49456B101 27,201 2,206,101 SH   SOLE   2,206,101 0 0
KOPPERS HOLDINGS INC COM 50060P106 1,604 76,700 SH   SOLE   76,700 0 0
KRAFT HEINZ CO COM 500754106 5,346 178,500 SH   SOLE   178,500 0 0
LAKELAND BANCORP INC COM 511637100 1,891 190,000 SH   SOLE   190,000 0 0
LANDSTAR SYS INC COM 515098101 10,027 79,900 SH   SOLE   79,900 0 0
LAS VEGAS SANDS CORP COM 517834107 5,263 112,800 SH   SOLE   112,800 0 0
LEIDOS HOLDINGS INC COM 525327102 2,291 25,700 SH   SOLE   25,700 0 0
LITHIA MTRS INC CL A 536797103 15,728 69,000 SH   SOLE   69,000 0 0
LPL FINL HLDGS INC COM 50212V100 11,025 143,800 SH   SOLE   143,800 0 0
M/I HOMES INC COM 55305B101 2,749 59,700 SH   SOLE   59,700 0 0
MARATHON PETE CORP COM 56585A102 2,415 82,300 SH   SOLE   82,300 0 0
MASCO CORP COM 574599106 2,889 52,400 SH   SOLE   52,400 0 0
MASTEC INC COM 576323109 5,883 139,400 SH   SOLE   139,400 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,458 7,270 SH   SOLE   7,270 0 0
MAXEON SOLAR TECHNOLOGIES LTD SHS SHS Y58473102 1,817 107,125 SH   SOLE   107,125 0 0
MDU RES GROUP INC COM 552690109 6,077 270,107 SH   SOLE   270,107 0 0
MERCK & CO. INC COM 58933Y105 7,300 88,000 SH   SOLE   88,000 0 0
MERIDIAN BANCORP INC MD COM 58958U103 2,277 220,000 SH   SOLE   220,000 0 0
MERITAGE HOMES CORP COM 59001A102 13,832 125,300 SH   SOLE   125,300 0 0
METHODE ELECTRS INC COM 591520200 1,895 66,500 SH   SOLE   66,500 0 0
METLIFE INC COM 59156R108 3,531 95,000 SH   SOLE   95,000 0 0
MGE ENERGY INC COM 55277P104 1,487 23,729 SH   SOLE   23,729 0 0
MOODYS CORP COM 615369105 2,319 8,000 SH   SOLE   8,000 0 0
NATIONAL FUEL GAS CO N J COM 636180101 6,991 172,224 SH   SOLE   172,224 0 0
NATIONAL GRID PLC SPON ADR NEW 636274409 28,863 499,444 SH   SOLE   499,444 0 0
NCR CORP NEW COM 62886E108 6,668 301,162 SH   SOLE   301,162 0 0
NEOPHOTONICS CORP COM 64051T100 87 14,341 SH   SOLE   14,341 0 0
NETAPP INC COM 64110D104 2,174 49,596 SH   SOLE   49,596 0 0
NEW JERSEY RES COM 646025106 6,237 230,834 SH   SOLE   230,834 0 0
NEWS CORP NEW CL A 65249B109 8,955 638,700 SH   SOLE   638,700 0 0
NICOLET BANKSHARES INC COM 65406E102 1,802 33,000 SH   SOLE   33,000 0 0
NISOURCE INC COM 65473P105 16,416 746,181 SH   SOLE   746,181 0 0
NORFOLK SOUTHN CORP COM 655844108 2,546 11,900 SH   SOLE   11,900 0 0
NORTHWEST NAT HLDG CO COM 66765N105 4,289 94,503 SH   SOLE   94,503 0 0
NORTHWESTERN CORP COM NEW 668074305 1,615 33,198 SH   SOLE   33,198 0 0
NUTRIEN LTD COM 67077M108 4,484 114,300 SH   SOLE   114,300 0 0
OCCIDENTAL PETE CORP COM 674599105 1,156 115,460 SH   SOLE   115,460 0 0
OLD REP INTL CORP COM 680223104 5,609 380,500 SH   SOLE   380,500 0 0
OMNICOM GROUP INC COM 681919106 1,554 31,400 SH   SOLE   31,400 0 0
ONE GAS INC COM 68235P108 11,909 172,575 SH   SOLE   172,575 0 0
ORACLE CORP COM 68389X105 2,823 47,280 SH   SOLE   47,280 0 0
OWENS CORNING NEW COM 690742101 10,005 145,400 SH   SOLE   145,400 0 0
PACCAR INC COM 693718108 2,831 33,200 SH   SOLE   33,200 0 0
PACIFIC PREMIER BANCORP COM 69478X105 2,518 125,000 SH   SOLE   125,000 0 0
PACKAGING CORP AMER COM 695156109 9,367 85,900 SH   SOLE   85,900 0 0
PAYPAL HLDGS INC COM 70450Y103 2,660 13,500 SH   SOLE   13,500 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 872 15,000 SH   SOLE   15,000 0 0
PEOPLES UNITED FINANCIAL INC COM COM 712704105 103 10,000 SH   SOLE   10,000 0 0
PEPSICO INC COM 713448108 4,629 33,400 SH   SOLE   33,400 0 0
PFIZER INC COM 717081103 8,925 243,200 SH   SOLE   243,200 0 0
PG&E CORP COM 69331C108 14,944 1,591,449 SH   SOLE   1,591,449 0 0
PHILIP MORRIS INTL INC COM 718172109 4,072 54,300 SH   SOLE   54,300 0 0
PIONEER NAT RES CO COM 723787107 1,539 17,900 SH   SOLE   17,900 0 0
PLAINS GP HLDGS L P LTP PARTNR INT A 72651A207 2,165 355,455 SH   SOLE   355,455 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,099 10,000 SH   SOLE   10,000 0 0
PPL CORP COM 69351T106 2,109 77,519 SH   SOLE   77,519 0 0
PRICE T ROWE GROUP INC COM 74144T108 2,359 18,400 SH   SOLE   18,400 0 0
PROGRESSIVE CORP COM 743315103 2,745 29,000 SH   SOLE   29,000 0 0
PUBLIC SVC ENTERPRISE GRP INC COM COM 744573106 16,225 295,490 SH   SOLE   295,490 0 0
PULTE GROUP INC COM 745867101 2,481 53,600 SH   SOLE   53,600 0 0
QUALCOMM INC COM 747525103 6,672 56,692 SH   SOLE   56,692 0 0
R1 RCM INC COM 749397105 3,221 187,800 SH   SOLE   187,800 0 0
RADNET INC COM 750491102 1,956 127,400 SH   SOLE   127,400 0 0
RENT A CTR INC NEW COM 76009N100 2,609 87,300 SH   SOLE   87,300 0 0
RGC RES INC COM 74955L103 616 26,254 SH   SOLE   26,254 0 0
RH COM 74967X103 20,088 52,500 SH   SOLE   52,500 0 0
ROYAL BK CDA COM 780087102 4,131 58,900 SH   SOLE   58,900 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259206 2,489 98,900 SH   SOLE   98,900 0 0
SCHWAB CHARLES CORP COM 808513105 725 20,000 SH   SOLE   20,000 0 0
SCIENTIFIC GAMES CORP COM 80874P109 15,961 457,200 SH   SOLE   457,200 0 0
SELECTQUOTE INC COM 816307300 1,823 90,000 SH   SOLE   90,000 0 0
SEMPRA ENERGY COM 816851109 27,950 236,140 SH   SOLE   236,140 0 0
SKECHERS U S A INC CL A 830566105 9,278 307,000 SH   SOLE   307,000 0 0
SKYLINE CHAMPION CORPORATION COM COM 830830105 2,002 74,800 SH   SOLE   74,800 0 0
SONY CORP SPONSORED ADR 835699307 2,786 36,300 SH   SOLE   36,300 0 0
SOUTH JERSEY INDS INC COM 838518108 5,497 285,271 SH   SOLE   285,271 0 0
SOUTHERN CO COM 842587107 27,771 512,200 SH   SOLE   512,200 0 0
SOUTHWEST AIRLS CO COM 844741108 1,755 46,800 SH   SOLE   46,800 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 9,422 149,317 SH   SOLE   149,317 0 0
SPIRE INC COM 84857L101 5,905 110,991 SH   SOLE   110,991 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 5,857 409,300 SH   SOLE   409,300 0 0
SQUARE INC CL A 852234103 2,926 18,000 SH   SOLE   18,000 0 0
STERLING BANCORP DEL COM 85917A100 1,368 130,000 SH   SOLE   130,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 1,958 160,100 SH   SOLE   160,100 0 0
SUNPOWER CORP COM 867652406 10,721 857,000 SH   SOLE   857,000 0 0
SYNAPTICS INC COM 87157D109 18,263 227,100 SH   SOLE   227,100 0 0
SYNEOS HEALTH INC CL A 87166B102 9,223 173,500 SH   SOLE   173,500 0 0
SYNNEX CORP COM 87162W100 13,759 98,235 SH   SOLE   98,235 0 0
SYNOVUS FINL CORP COM NEW 87161C501 2,858 135,000 SH   SOLE   135,000 0 0
SYSCO CORP COM 871829107 1,954 31,400 SH   SOLE   31,400 0 0
TARGET CORP COM 87612E106 6,580 41,800 SH   SOLE   41,800 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 8,501 345,700 SH   SOLE   345,700 0 0
TC ENERGY CORP ADR 87807B107 25,975 618,153 SH   SOLE   618,153 0 0
TEEKAY TANKERS LTD CL A Y8565N300 1,195 110,200 SH   SOLE   110,200 0 0
TELENAV INC COM 879455103 74 20,624 SH   SOLE   20,624 0 0
TELLURIAN INC NEW COM 87968A104 721 904,690 SH   SOLE   904,690 0 0
TEXAS CAP BANCSHARES INC COM 88224Q107 2,646 85,000 SH   SOLE   85,000 0 0
TEXAS INSTRS INC COM 882508104 5,505 38,556 SH   SOLE   38,556 0 0
TOLL BROTHERS INC COM 889478103 10,695 219,800 SH   SOLE   219,800 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 3,926 84,900 SH   SOLE   84,900 0 0
TOTAL SE SPONSORED ADS 89151E109 3,478 101,400 SH   SOLE   101,400 0 0
TRACTOR SUPPLY CO COM 892356106 3,569 24,900 SH   SOLE   24,900 0 0
TRAVELERS COMPANIES INC COM 89417E109 655 6,050 SH   SOLE   6,050 0 0
TRIUMPH GROUP INC NEW COM 896818101 732 112,400 SH   SOLE   112,400 0 0
UFP INDUSTRIES INC COM 90278Q108 2,978 52,700 SH   SOLE   52,700 0 0
UGI CORP NEW COM 902681105 5,684 172,352 SH   SOLE   172,352 0 0
UMPQUA HLDGS CORP COM 904214103 850 80,000 SH   SOLE   80,000 0 0
UNILEVER PLC SPON ADR NEW 904767704 5,027 81,500 SH   SOLE   81,500 0 0
UNION PAC CORP COM 907818108 2,677 13,600 SH   SOLE   13,600 0 0
UNITED AIRLS HLDGS INC COM 910047109 1,143 32,900 SH   SOLE   32,900 0 0
UNITED PARCEL SERVICE INC CL B 911312106 11,997 72,000 SH   SOLE   72,000 0 0
UNITED RENTALS INC COM 911363109 3,019 17,300 SH   SOLE   17,300 0 0
UNITIL CORP COM 913259107 1,105 28,598 SH   SOLE   28,598 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 9,750 163,900 SH   SOLE   163,900 0 0
VIACOMCBS INC CL B 92556H206 2,565 91,588 SH   SOLE   91,588 0 0
VISA INC COM CL A 92826C839 2,189 10,948 SH   SOLE   10,948 0 0
VOYA FINANCIAL INC COM 929089100 1,999 41,700 SH   SOLE   41,700 0 0
WALGREENS BOOTS ALLIANCE INC COM COM 931427108 7,040 196,000 SH   SOLE   196,000 0 0
WALMART INC COM 931142103 2,840 20,300 SH   SOLE   20,300 0 0
WEBSTER FINL CORP CONN COM 947890109 2,047 77,500 SH   SOLE   77,500 0 0
WEC ENERGY GROUP INC COM 92939U106 28,037 289,340 SH   SOLE   289,340 0 0
WELLS FARGO CO NEW COM 949746101 4,326 184,000 SH   SOLE   184,000 0 0
WESTERN UN CO COM 959802109 2,070 96,600 SH   SOLE   96,600 0 0
WHIRLPOOL CORP COM 963320106 10,592 57,600 SH   SOLE   57,600 0 0
WILLIAMS SONOMA INC COM 969904101 15,013 166,000 SH   SOLE   166,000 0 0
WINTRUST FINL CORP COM 97650W108 2,603 65,000 SH   SOLE   65,000 0 0
WORLD FUEL SVCS CORP COM 981475106 1,293 61,000 SH   SOLE   61,000 0 0
XCEL ENERGY INC COM 98389B100 13,560 196,499 SH   SOLE   196,499 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 1,411 75,193 SH   SOLE   75,193 0 0
ZUMIEZ INC COM 989817101 2,189 78,700 SH   SOLE   78,700 0 0