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 12,227 69,950 SH   SOLE   69,950 0 0
ABBVIE INC COM 00287Y109 5,175 48,300 SH   SOLE   48,300 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 2,552 16,200 SH   SOLE   16,200 0 0
ALAMO GROUP INC COM 011311107 2,800 20,300 SH   SOLE   20,300 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 3,372 204,864 SH   SOLE   204,864 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 4,298 58,000 SH   SOLE   58,000 0 0
ALLSCRIPTS HEALTHCARE SOLUTNS COM COM 01988P108 14,788 1,024,100 SH   SOLE   1,024,100 0 0
ALPHABET INC CAP STK CL A 02079K305 1,928 1,100 SH   SOLE   1,100 0 0
ALTRIA GROUP INC COM 02209S103 4,100 100,000 SH   SOLE   100,000 0 0
AMEREN CORP COM 023608102 5,061 64,840 SH   SOLE   64,840 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 1,522 96,500 SH   SOLE   96,500 0 0
AMERICAN WOODMARK CORPORATION COM COM 030506109 2,187 23,300 SH   SOLE   23,300 0 0
AMERICAS CAR-MART INC COM 03062T105 2,537 23,096 SH   SOLE   23,096 0 0
AMGEN INC COM 031162100 7,174 31,200 SH   SOLE   31,200 0 0
APPLE INC COM 037833100 3,169 23,884 SH   SOLE   23,884 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 5,273 104,600 SH   SOLE   104,600 0 0
ARCONIC CORPORATION COM 03966V107 623 20,900 SH   SOLE   20,900 0 0
ARCOSA INC COM 039653100 3,032 55,200 SH   SOLE   55,200 0 0
ARROW ELECTRS INC COM 042735100 12,523 128,700 SH   SOLE   128,700 0 0
ASSOCIATED BANC CORP COM 045487105 1,705 100,000 SH   SOLE   100,000 0 0
AT&T INC COM 00206R102 3,424 119,060 SH   SOLE   119,060 0 0
ATKORE INTL GROUP INC COM 047649108 2,491 60,600 SH   SOLE   60,600 0 0
ATMOS ENERGY CORP COM 049560105 26,872 281,586 SH   SOLE   281,586 0 0
AUTOZONE INC COM 053332102 2,608 2,200 SH   SOLE   2,200 0 0
AVANGRID INC COM 05351W103 5,213 114,700 SH   SOLE   114,700 0 0
AVIENT CORPORATION COM 05368V106 13,671 339,400 SH   SOLE   339,400 0 0
AVISTA CORP COM 05379B107 1,496 37,272 SH   SOLE   37,272 0 0
BANC OF CALIFORNIA INC COM 05990K106 883 60,000 SH   SOLE   60,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 4,325 101,900 SH   SOLE   101,900 0 0
BANKUNITED INC COM 06652K103 2,609 75,000 SH   SOLE   75,000 0 0
BED BATH & BEYOND INC COM 075896100 7,687 432,800 SH   SOLE   432,800 0 0
BENCHMARK ELECTRS INC COM 08160H101 1,918 71,000 SH   SOLE   71,000 0 0
BERKSHIRE HATHAWAY INC - CL A CL A 084670108 27,130 78 SH   SOLE   78 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 927 4,000 SH   SOLE   4,000 0 0
BERKSHIRE HILLS BANCORP INC COM 084680107 3,595 210,000 SH   SOLE   210,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 12,216 217,400 SH   SOLE   217,400 0 0
BEST BUY INC COM 086516101 5,478 54,900 SH   SOLE   54,900 0 0
BIG LOTS INC COM 089302103 8,771 204,300 SH   SOLE   204,300 0 0
BIOGEN INC COM 09062X103 1,690 6,900 SH   SOLE   6,900 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 9,831 263,700 SH   SOLE   263,700 0 0
BK OF AMERICA CORP COM 060505104 2,728 90,000 SH   SOLE   90,000 0 0
BLACK HILLS CORP COM 092113109 5,583 90,847 SH   SOLE   90,847 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 2,657 41,000 SH   SOLE   41,000 0 0
BMC STK HLDGS INC COM 05591B109 4,514 84,100 SH   SOLE   84,100 0 0
BP PLC SPONSORED ADR 055622104 2,663 129,800 SH   SOLE   129,800 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 4,342 70,000 SH   SOLE   70,000 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 2,629 63,700 SH   SOLE   63,700 0 0
BROOKLINE BANCORP INC DEL COM 11373M107 1,686 140,000 SH   SOLE   140,000 0 0
BUCKLE INC COM 118440106 2,847 97,500 SH   SOLE   97,500 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 3,857 94,500 SH   SOLE   94,500 0 0
CADENCE BANCORPORATION CL A 12739A100 3,366 205,000 SH   SOLE   205,000 0 0
CANADIAN NAT RES LTD COM 136385101 3,670 152,600 SH   SOLE   152,600 0 0
CAPITAL ONE FINL CORP COM 14040H105 2,768 28,000 SH   SOLE   28,000 0 0
CARLYLE GROUP INC COM 14316J108 2,515 80,000 SH   SOLE   80,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 2,385 110,100 SH   SOLE   110,100 0 0
CARVANA CO CL A 146869102 6,539 27,300 SH   SOLE   27,300 0 0
CASEYS GEN STORES INC COM 147528103 10,592 59,300 SH   SOLE   59,300 0 0
CATERPILLAR INC COM 149123101 9,247 50,800 SH   SOLE   50,800 0 0
CBRE GROUP INC CL A 12504L109 2,615 41,700 SH   SOLE   41,700 0 0
CDW CORP COM 12514G108 2,441 18,521 SH   SOLE   18,521 0 0
CENTERPOINT ENERGY INC COM 15189T107 11,729 542,028 SH   SOLE   542,028 0 0
CHENIERE ENERGY INC COM NEW 16411R208 26,210 436,617 SH   SOLE   436,617 0 0
CHESAPEAKE UTILS CORP COM 165303108 3,631 33,558 SH   SOLE   33,558 0 0
CHEVRON CORP NEW COM 166764100 8,059 95,425 SH   SOLE   95,425 0 0
CISCO SYS INC COM 17275R102 11,259 251,600 SH   SOLE   251,600 0 0
CIT GROUP INC COM NEW 125581801 4,236 118,000 SH   SOLE   118,000 0 0
CITIGROUP INC COM NEW 172967424 6,295 102,100 SH   SOLE   102,100 0 0
CMS ENERGY CORP COM 125896100 14,953 245,098 SH   SOLE   245,098 0 0
COCA COLA CO COM 191216100 8,640 157,550 SH   SOLE   157,550 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A CL A 192446102 2,835 34,600 SH   SOLE   34,600 0 0
COLFAX CORP COM 194014106 15,732 411,400 SH   SOLE   411,400 0 0
COMMERCIAL METALS CO COM 201723103 10,482 510,300 SH   SOLE   510,300 0 0
CONCENTRIX CORP COM 20602D101 8,784 89,000 SH   SOLE   89,000 0 0
CONNECTONE BANCORP INC COM 20786W107 1,979 100,000 SH   SOLE   100,000 0 0
CONOCOPHILLIPS COM 20825C104 4,799 120,000 SH   SOLE   120,000 0 0
CONSOLIDATED EDISON INC COM 209115104 13,199 182,636 SH   SOLE   182,636 0 0
COSAN LTD SHS A G25343107 2,038 110,600 SH   SOLE   110,600 0 0
CROWN HLDGS INC COM 228368106 3,497 34,900 SH   SOLE   34,900 0 0
CSX CORP COM 126408103 2,677 29,500 SH   SOLE   29,500 0 0
CUMMINS INC COM 231021106 3,157 13,900 SH   SOLE   13,900 0 0
CVS HEALTH CORP COM 126650100 4,385 64,200 SH   SOLE   64,200 0 0
D R HORTON INC COM 23331A109 2,647 38,400 SH   SOLE   38,400 0 0
DARDEN RESTAURANTS INC COM 237194105 2,382 20,000 SH   SOLE   20,000 0 0
DEERE & CO COM 244199105 3,605 13,400 SH   SOLE   13,400 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 4,950 123,100 SH   SOLE   123,100 0 0
DICKS SPORTING GOODS INC COM 253393102 2,889 51,400 SH   SOLE   51,400 0 0
DOMINION ENERGY INC COM 25746U109 26,762 355,877 SH   SOLE   355,877 0 0
DOW INC COM 260557103 5,353 96,450 SH   SOLE   96,450 0 0
DTE ENERGY CO COM 233331107 14,776 121,704 SH   SOLE   121,704 0 0
DUKE ENERGY CORP NEW COM 26441C204 15,720 171,687 SH   SOLE   171,687 0 0
EBAY INC. COM 278642103 3,075 61,200 SH   SOLE   61,200 0 0
ELECTRONIC ARTS INC COM 285512109 3,044 21,200 SH   SOLE   21,200 0 0
EMERSON ELEC CO COM 291011104 7,812 97,200 SH   SOLE   97,200 0 0
ENBRIDGE INC COM 29250N105 26,275 821,365 SH   SOLE   821,365 0 0
ENTERGY CORP NEW COM 29364G103 495 4,960 SH   SOLE   4,960 0 0
EOG RES INC COM 26875P101 1,661 33,300 SH   SOLE   33,300 0 0
EQUITABLE HLDGS INC COM COM 29452E101 2,480 96,900 SH   SOLE   96,900 0 0
EVERSOURCE ENERGY COM 30040W108 5,759 66,575 SH   SOLE   66,575 0 0
EXELON CORP COM 30161N101 6,596 156,231 SH   SOLE   156,231 0 0
EXXON MOBIL CORP COM 30231G102 4,695 113,910 SH   SOLE   113,910 0 0
FIDELITY NATL INFORMATION SVCS COM COM 31620M106 2,476 17,500 SH   SOLE   17,500 0 0
FIRST BANCORP P R COM NEW 318672706 3,919 425,000 SH   SOLE   425,000 0 0
FIRST MIDWEST BANCORP DEL COM 320867104 3,900 245,000 SH   SOLE   245,000 0 0
FISERV INC COM 337738108 2,562 22,500 SH   SOLE   22,500 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 5,114 581,845 SH   SOLE   581,845 0 0
FORTIS INC COM 349553107 8,404 205,876 SH   SOLE   205,876 0 0
GENERAL DYNAMICS CORP COM 369550108 1,905 12,800 SH   SOLE   12,800 0 0
GENERAL MLS INC COM 370334104 7,503 127,600 SH   SOLE   127,600 0 0
GENERAL MTRS CO COM 37045V100 5,517 132,500 SH   SOLE   132,500 0 0
GILEAD SCIENCES INC COM 375558103 3,839 65,900 SH   SOLE   65,900 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 3,923 106,600 SH   SOLE   106,600 0 0
GLOBAL PMTS INC COM 37940X102 2,844 13,200 SH   SOLE   13,200 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,769 10,500 SH   SOLE   10,500 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 10,433 265,800 SH   SOLE   265,800 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 4,593 135,000 SH   SOLE   135,000 0 0
HARBORONE BANCORP INC NEW COM NEW 41165Y100 1,412 130,000 SH   SOLE   130,000 0 0
HCA HEALTHCARE INC COM 40412C101 2,763 16,800 SH   SOLE   16,800 0 0
HENRY SCHEIN INC COM 806407102 2,360 35,300 SH   SOLE   35,300 0 0
HINGHAM INSTN SVGS MASS COM 433323102 2,592 12,000 SH   SOLE   12,000 0 0
HOMETRUST BANCSHARES INC COM 437872104 3,283 170,000 SH   SOLE   170,000 0 0
HOWMET AEROSPACE INC COM 443201108 2,463 86,300 SH   SOLE   86,300 0 0
INDEPENDENT BANK CORP MASS COM 453836108 3,652 50,000 SH   SOLE   50,000 0 0
INSEEGO CORP COM 45782B104 163 10,563 SH   SOLE   10,563 0 0
INSIGHT ENTERPRISES INC COM 45765U103 2,694 35,400 SH   SOLE   35,400 0 0
INSTALLED BLDG PRODS INC COM 45780R101 3,619 35,500 SH   SOLE   35,500 0 0
INTEL CORP COM 458140100 1,970 39,543 SH   SOLE   39,543 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 10,325 82,026 SH   SOLE   82,026 0 0
INVESTORS BANCORP INC NEW COM 46146L101 2,640 250,000 SH   SOLE   250,000 0 0
ITRON INC COM 465741106 2,848 29,700 SH   SOLE   29,700 0 0
JABIL INC COM 466313103 2,514 59,100 SH   SOLE   59,100 0 0
JEFFERIES FINL GROUP INC COM 47233W109 13,370 543,500 SH   SOLE   543,500 0 0
JELD-WEN HLDG INC COM 47580P103 2,582 101,800 SH   SOLE   101,800 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 6,787 109,700 SH   SOLE   109,700 0 0
JPMORGAN CHASE & CO. COM 46625H100 10,051 79,100 SH   SOLE   79,100 0 0
KB HOME COM 48666K109 11,340 338,300 SH   SOLE   338,300 0 0
KEARNY FINL CORP MD COM 48716P108 1,214 115,000 SH   SOLE   115,000 0 0
KINDER MORGAN INC DEL COM 49456B101 26,070 1,907,101 SH   SOLE   1,907,101 0 0
KOPPERS HOLDINGS INC COM 50060P106 2,328 74,700 SH   SOLE   74,700 0 0
KRAFT HEINZ CO COM 500754106 5,837 168,400 SH   SOLE   168,400 0 0
LAKELAND BANCORP INC COM 511637100 2,667 210,000 SH   SOLE   210,000 0 0
LAS VEGAS SANDS CORP COM 517834107 6,383 107,100 SH   SOLE   107,100 0 0
LEIDOS HOLDINGS INC COM 525327102 2,628 25,000 SH   SOLE   25,000 0 0
LIGHTSPEED POS INC SUB VTG SHS 53227R106 1,549 22,000 SH   SOLE   22,000 0 0
LITHIA MTRS INC CL A 536797103 11,824 40,400 SH   SOLE   40,400 0 0
LKQ CORP COM 501889208 12,063 342,300 SH   SOLE   342,300 0 0
LPL FINL HLDGS INC COM 50212V100 16,227 155,700 SH   SOLE   155,700 0 0
M/I HOMES INC COM 55305B101 2,573 58,100 SH   SOLE   58,100 0 0
MARATHON PETE CORP COM 56585A102 3,210 77,600 SH   SOLE   77,600 0 0
MASCO CORP COM 574599106 2,768 50,400 SH   SOLE   50,400 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,791 7,819 SH   SOLE   7,819 0 0
MATTEL INC COM 577081102 15,009 860,100 SH   SOLE   860,100 0 0
MAXAR TECHNOLOGIES INC COM 57778K105 13,371 346,500 SH   SOLE   346,500 0 0
MDU RES GROUP INC COM 552690109 6,053 229,807 SH   SOLE   229,807 0 0
MERCK & CO. INC COM 58933Y105 8,548 104,500 SH   SOLE   104,500 0 0
MERIDIAN BANCORP INC MD COM 58958U103 3,027 203,000 SH   SOLE   203,000 0 0
MERITAGE HOMES CORP COM 59001A102 8,108 97,900 SH   SOLE   97,900 0 0
METHODE ELECTRS INC COM 591520200 2,596 67,824 SH   SOLE   67,824 0 0
METLIFE INC COM 59156R108 4,207 89,600 SH   SOLE   89,600 0 0
MGE ENERGY INC COM 55277P104 1,417 20,229 SH   SOLE   20,229 0 0
MOODYS CORP COM 615369105 2,438 8,400 SH   SOLE   8,400 0 0
MSCI INC COM 55354G100 1,384 3,100 SH   SOLE   3,100 0 0
NATIONAL FUEL GAS CO N J COM 636180101 6,039 146,824 SH   SOLE   146,824 0 0
NATIONAL GRID PLC SPON ADR NEW 636274409 26,165 443,244 SH   SOLE   443,244 0 0
NEOPHOTONICS CORP COM 64051T100 120 13,250 SH   SOLE   13,250 0 0
NETAPP INC COM 64110D104 3,150 47,561 SH   SOLE   47,561 0 0
NEW JERSEY RES CORP COM 646025106 7,008 197,134 SH   SOLE   197,134 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 2,690 255,000 SH   SOLE   255,000 0 0
NISOURCE INC COM 65473P105 14,663 639,181 SH   SOLE   639,181 0 0
NORFOLK SOUTHN CORP COM 655844108 2,709 11,400 SH   SOLE   11,400 0 0
NORTHWEST NAT HLDG CO COM 66765N105 3,698 80,403 SH   SOLE   80,403 0 0
NORTHWESTERN CORP COM NEW 668074305 1,638 28,098 SH   SOLE   28,098 0 0
NUTRIEN LTD COM 67077M108 5,196 107,900 SH   SOLE   107,900 0 0
OCCIDENTAL PETE CORP COM 674599105 1,886 108,960 SH   SOLE   108,960 0 0
OMNICOM GROUP INC COM 681919106 1,877 30,100 SH   SOLE   30,100 0 0
ONE GAS INC COM 68235P108 11,022 143,575 SH   SOLE   143,575 0 0
ORACLE CORP COM 68389X105 2,953 45,641 SH   SOLE   45,641 0 0
OWENS & MINOR INC NEW COM 690732102 11,572 427,800 SH   SOLE   427,800 0 0
PACCAR INC COM 693718108 2,752 31,900 SH   SOLE   31,900 0 0
PACIFIC PREMIER BANCORP COM 69478X105 3,133 100,000 SH   SOLE   100,000 0 0
PACWEST BANCORP DEL COM 695263103 3,048 120,000 SH   SOLE   120,000 0 0
PAYCHEX INC COM 704326107 1,460 15,666 SH   SOLE   15,666 0 0
PAYPAL HLDGS INC COM 70450Y103 3,045 13,000 SH   SOLE   13,000 0 0
PEPSICO INC COM 713448108 4,671 31,500 SH   SOLE   31,500 0 0
PFIZER INC COM 717081103 6,585 178,900 SH   SOLE   178,900 0 0
PG&E CORP COM 69331C108 16,879 1,354,649 SH   SOLE   1,354,649 0 0
PHILIP MORRIS INTL INC COM 718172109 4,239 51,200 SH   SOLE   51,200 0 0
PIONEER NAT RES CO COM 723787107 1,948 17,100 SH   SOLE   17,100 0 0
PLAINS GP HLDGS L P LTP PARTNR INT A 72651A207 2,529 299,255 SH   SOLE   299,255 0 0
PPL CORP COM 69351T106 1,819 64,519 SH   SOLE   64,519 0 0
PRICE T ROWE GROUP INC COM 74144T108 2,664 17,600 SH   SOLE   17,600 0 0
PROGRESSIVE CORP COM 743315103 2,759 27,900 SH   SOLE   27,900 0 0
PUBLIC SVC ENTERPRISE GRP INC COM COM 744573106 14,359 246,290 SH   SOLE   246,290 0 0
PULTE GROUP INC COM 745867101 2,221 51,500 SH   SOLE   51,500 0 0
QUALCOMM INC COM 747525103 8,152 53,515 SH   SOLE   53,515 0 0
QUANTA SVCS INC COM 74762E102 12,539 174,100 SH   SOLE   174,100 0 0
R1 RCM INC COM 749397105 4,396 183,000 SH   SOLE   183,000 0 0
RADNET INC COM 750491102 2,429 124,100 SH   SOLE   124,100 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 13,774 194,500 SH   SOLE   194,500 0 0
RENT A CTR INC NEW COM 76009N100 3,258 85,100 SH   SOLE   85,100 0 0
RGC RES INC COM 74955L103 624 26,254 SH   SOLE   26,254 0 0
ROYAL BK CDA COM 780087102 4,563 55,600 SH   SOLE   55,600 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259206 3,282 93,400 SH   SOLE   93,400 0 0
SCHWAB CHARLES CORP COM 808513105 636 12,000 SH   SOLE   12,000 0 0
SEALED AIR CORP NEW COM 81211K100 11,919 260,300 SH   SOLE   260,300 0 0
SELECTQUOTE INC COM 816307300 2,200 106,000 SH   SOLE   106,000 0 0
SEMPRA ENERGY COM 816851109 26,111 204,940 SH   SOLE   204,940 0 0
SKECHERS U S A INC CL A 830566105 2,153 59,900 SH   SOLE   59,900 0 0
SKYLINE CHAMPION CORPORATION COM COM 830830105 2,256 72,900 SH   SOLE   72,900 0 0
SLEEP NUMBER CORP COM 83125X103 13,818 168,800 SH   SOLE   168,800 0 0
SONY CORP SPONSORED ADR 835699307 3,569 35,300 SH   SOLE   35,300 0 0
SOUTH JERSEY INDS INC COM 838518108 5,189 240,771 SH   SOLE   240,771 0 0
SOUTHERN CO COM 842587107 26,863 437,300 SH   SOLE   437,300 0 0
SOUTHWEST AIRLS CO COM 844741108 2,093 44,900 SH   SOLE   44,900 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 7,564 124,517 SH   SOLE   124,517 0 0
SPIRE INC COM 84857L101 6,058 94,591 SH   SOLE   94,591 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 6,999 398,800 SH   SOLE   398,800 0 0
SQUARE INC CL A 852234103 2,938 13,500 SH   SOLE   13,500 0 0
STERLING BANCORP DEL COM 85917A100 2,427 135,000 SH   SOLE   135,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 2,535 151,100 SH   SOLE   151,100 0 0
SYNNEX CORP COM 87162W100 7,264 89,200 SH   SOLE   89,200 0 0
SYNOVUS FINL CORP COM NEW 87161C501 4,143 128,000 SH   SOLE   128,000 0 0
SYSCO CORP COM 871829107 2,235 30,100 SH   SOLE   30,100 0 0
TARGET CORP COM 87612E106 7,132 40,400 SH   SOLE   40,400 0 0
TC ENERGY CORP ADR 87807B107 25,477 625,653 SH   SOLE   625,653 0 0
TEEKAY TANKERS LTD CL A Y8565N300 1,182 107,400 SH   SOLE   107,400 0 0
TELLURIAN INC NEW COM 87968A104 1,013 791,690 SH   SOLE   791,690 0 0
TEXAS CAP BANCSHARES INC COM 88224Q107 4,463 75,000 SH   SOLE   75,000 0 0
TEXAS INSTRS INC COM 882508104 5,967 36,356 SH   SOLE   36,356 0 0
TIMKEN CO COM 887389104 14,025 181,300 SH   SOLE   181,300 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 4,519 80,100 SH   SOLE   80,100 0 0
TOTAL SE SPONSORED ADS 89151E109 4,007 95,600 SH   SOLE   95,600 0 0
TRACTOR SUPPLY CO COM 892356106 3,360 23,900 SH   SOLE   23,900 0 0
TRADEWEB MKTS INC CL A 892672106 2,436 39,000 SH   SOLE   39,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 849 6,050 SH   SOLE   6,050 0 0
TRIUMPH GROUP INC NEW COM 896818101 1,375 109,500 SH   SOLE   109,500 0 0
UFP INDUSTRIES INC COM 90278Q108 2,850 51,300 SH   SOLE   51,300 0 0
UGI CORP NEW COM 902681105 5,137 146,952 SH   SOLE   146,952 0 0
UNILEVER PLC SPON ADR NEW 904767704 4,642 76,900 SH   SOLE   76,900 0 0
UNION PAC CORP COM 907818108 2,728 13,100 SH   SOLE   13,100 0 0
UNITED AIRLS HLDGS INC COM 910047109 1,367 31,600 SH   SOLE   31,600 0 0
UNITED PARCEL SERVICE INC CL B 911312106 11,519 68,400 SH   SOLE   68,400 0 0
UNITED RENTALS INC COM 911363109 3,850 16,600 SH   SOLE   16,600 0 0
UNITIL CORP COM 913259107 1,085 24,498 SH   SOLE   24,498 0 0
VALMONT INDS INC COM 920253101 13,872 79,303 SH   SOLE   79,303 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 9,030 153,700 SH   SOLE   153,700 0 0
VIACOMCBS INC CL B 92556H206 3,278 87,988 SH   SOLE   87,988 0 0
VIATRIS INC COM 92556V106 315 16,831 SH   SOLE   16,831 0 0
VISA INC COM CL A 92826C839 2,625 12,000 SH   SOLE   12,000 0 0
VISTA OUTDOOR INC COM 928377100 12,474 525,000 SH   SOLE   525,000 0 0
VOYA FINANCIAL INC COM 929089100 2,388 40,600 SH   SOLE   40,600 0 0
WALGREENS BOOTS ALLIANCE INC COM COM 931427108 7,665 192,200 SH   SOLE   192,200 0 0
WALMART INC COM 931142103 2,811 19,500 SH   SOLE   19,500 0 0
WEBSTER FINL CORP CONN COM 947890109 1,686 40,000 SH   SOLE   40,000 0 0
WEC ENERGY GROUP INC COM 92939U106 26,729 290,440 SH   SOLE   290,440 0 0
WELLS FARGO CO NEW COM 949746101 5,740 190,200 SH   SOLE   190,200 0 0
WESTERN UN CO COM 959802109 2,140 97,522 SH   SOLE   97,522 0 0
WILLIAMS SONOMA INC COM 969904101 13,860 136,100 SH   SOLE   136,100 0 0
WINTRUST FINL CORP COM 97650W108 3,849 63,000 SH   SOLE   63,000 0 0
WORLD FUEL SVCS CORP COM 981475106 1,851 59,400 SH   SOLE   59,400 0 0
XCEL ENERGY INC COM 98389B100 11,187 167,799 SH   SOLE   167,799 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 1,702 73,393 SH   SOLE   73,393 0 0
ZUMIEZ INC COM 989817101 2,817 76,600 SH   SOLE   76,600 0 0