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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   4,078,268 38,800 SH   SOLE   0 38,800 0
ABBVIE INC COM 00287Y109   5,593,887 35,100 SH   SOLE   0 35,100 0
ACADEMY SPORTS & OUTDOORS INC COM COM 00402L107   21,408,525 328,100 SH   SOLE   0 328,100 0
ALGONQUIN PWR UTILS CORP ADR 015857105   961,498 114,464 SH   SOLE   0 114,464 0
ALLIANT ENERGY CORP COM 018802108   1,938,420 36,300 SH   SOLE   0 36,300 0
ALPHA METALLURGICAL RESOUR INC COM COM 020764106   2,964,000 19,000 SH   SOLE   0 19,000 0
ALTRIA GROUP INC COM 02209S103   5,599,810 125,500 SH   SOLE   0 125,500 0
AMEREN CORP COM 023608102   4,063,786 47,040 SH   SOLE   0 47,040 0
AMERIPRISE FINL INC COM 03076C106   2,421,350 7,900 SH   SOLE   0 7,900 0
AMERISOURCEBERGEN CORP COM 03073E105   2,705,859 16,900 SH   SOLE   0 16,900 0
AMGEN INC COM 031162100   2,429,588 10,050 SH   SOLE   0 10,050 0
ANTERO MIDSTREAM CORP COM 03676B102   3,635,834 346,600 SH   SOLE   0 346,600 0
ANTERO RESOURCES CORP COM 03674X106   782,751 33,900 SH   SOLE   0 33,900 0
APA CORPORATION COM 03743Q108   2,361,930 65,500 SH   SOLE   0 65,500 0
APPLE INC COM 037833100   278,516 1,689 SH   SOLE   0 1,689 0
APPLIED MATLS INC COM 038222105   3,056,747 24,886 SH   SOLE   0 24,886 0
ASE TECHNOLOGY HLDG CO LTD ADR 00215W100   106,702 13,388 SH   SOLE   0 13,388 0
ASSOCIATED BANC CORP COM 045487105   3,320,906 184,700 SH   SOLE   0 184,700 0
AT&T INC COM 00206R102   5,689,530 295,560 SH   SOLE   0 295,560 0
ATMOS ENERGY CORP COM 049560105   24,841,223 221,086 SH   SOLE   0 221,086 0
AUTONATION INC COM 05329W102   12,697,020 94,500 SH   SOLE   0 94,500 0
AVANGRID INC COM 05351W103   3,832,468 96,100 SH   SOLE   0 96,100 0
AVISTA CORP COM 05379B107   1,149,206 27,072 SH   SOLE   0 27,072 0
BANKUNITED INC COM 06652K103   1,919,300 85,000 SH   SOLE   0 85,000 0
BANNER CORP COM 06652V208   1,250,510 23,000 SH   SOLE   0 23,000 0
BATH & BODY WORKS INC COM 070830104   2,161,878 59,100 SH   SOLE   0 59,100 0
BCE INC ADR 05534B760   5,562,918 124,200 SH   SOLE   0 124,200 0
BERKSHIRE HATHAWAY INC - CL A COM 084670108   25,142,400 54 SH   SOLE   0 54 0
BERKSHIRE HATHAWAY INC DEL COM 084670702   2,007,005 6,500 SH   SOLE   0 6,500 0
BEST BUY INC COM 086516101   2,457,678 31,400 SH   SOLE   0 31,400 0
BJS WHSL CLUB HLDGS INC COM 05550J101   12,201,628 160,400 SH   SOLE   0 160,400 0
BLACK HILLS CORP COM 092113109   4,205,426 66,647 SH   SOLE   0 66,647 0
BLACKROCK INC COM 09247X101   334,560 500 SH   SOLE   0 500 0
BP PLC ADR 055622104   5,672,030 149,500 SH   SOLE   0 149,500 0
BRISTOL-MYERS SQUIBB CO COM 110122108   5,641,834 81,400 SH   SOLE   0 81,400 0
BRITISH AMERN TOB PLC ADR 110448107   5,538,424 157,700 SH   SOLE   0 157,700 0
BUILDERS FIRSTSOURCE INC COM 12008R107   3,071,788 34,600 SH   SOLE   0 34,600 0
C H ROBINSON WORLDWIDE INC COM 12541W209   2,712,801 27,300 SH   SOLE   0 27,300 0
CADENCE BANK COM 12740C103   932,124 44,900 SH   SOLE   0 44,900 0
CANADIAN NAT RES LTD ADR 136385101   6,846,795 123,700 SH   SOLE   0 123,700 0
CAPITAL ONE FINL CORP COM 14040H105   673,120 7,000 SH   SOLE   0 7,000 0
CASEYS GEN STORES INC COM 147528103   11,840,362 54,700 SH   SOLE   0 54,700 0
CATERPILLAR INC COM 149123101   2,540,124 11,100 SH   SOLE   0 11,100 0
CENTERPOINT ENERGY INC COM 15189T107   14,212,329 482,428 SH   SOLE   0 482,428 0
CF INDS HLDGS INC COM 125269100   2,334,178 32,200 SH   SOLE   0 32,200 0
CHENIERE ENERGY INC COM 16411R208   25,392,039 161,117 SH   SOLE   0 161,117 0
CHESAPEAKE ENERGY CORP COM 165167735   2,501,716 32,900 SH   SOLE   0 32,900 0
CHESAPEAKE UTILS CORP COM 165303108   2,836,002 22,158 SH   SOLE   0 22,158 0
CHEVRON CORP NEW COM 166764100   10,601,321 64,975 SH   SOLE   0 64,975 0
CISCO SYS INC COM 17275R102   13,952,198 266,900 SH   SOLE   0 266,900 0
CITIGROUP INC COM 172967424   7,342,974 156,600 SH   SOLE   0 156,600 0
CITIZENS FINL GROUP INC COM 174610105   1,305,910 43,000 SH   SOLE   0 43,000 0
CLEAN HARBORS INC COM COM 184496107   17,663,184 123,900 SH   SOLE   0 123,900 0
CLEVELAND-CLIFFS INC NEW COM 185899101   2,364,570 129,000 SH   SOLE   0 129,000 0
CMS ENERGY CORP COM 125896100   11,551,593 188,198 SH   SOLE   0 188,198 0
COCA COLA CO COM 191216100   7,629,690 123,000 SH   SOLE   0 123,000 0
COLGATE PALMOLIVE CO COM 194162103   5,703,885 75,900 SH   SOLE   0 75,900 0
COMERICA INC COM 200340107   1,389,440 32,000 SH   SOLE   0 32,000 0
COMMERCIAL METALS CO COM 201723103   14,181,000 290,000 SH   SOLE   0 290,000 0
COMSTOCK RES INC COM 205768302   431,600 40,000 SH   SOLE   0 40,000 0
CONNECTONE BANCORP INC COM 20786W107   2,475,200 140,000 SH   SOLE   0 140,000 0
CONOCOPHILLIPS COM 20825C104   3,159,342 31,845 SH   SOLE   0 31,845 0
CONSOLIDATED EDISON INC COM 209115104   14,344,377 149,936 SH   SOLE   0 149,936 0
COTERRA ENERGY INC COM 127097103   2,777,928 113,200 SH   SOLE   0 113,200 0
CVR ENERGY INC COM 12662P108   14,983,738 457,100 SH   SOLE   0 457,100 0
CVS HEALTH CORP COM 126650100   5,602,974 75,400 SH   SOLE   0 75,400 0
D R HORTON INC COM 23331A109   2,754,858 28,200 SH   SOLE   0 28,200 0
DARDEN RESTAURANTS INC COM 237194105   2,948,040 19,000 SH   SOLE   0 19,000 0
DEERE & CO COM 244199105   2,683,720 6,500 SH   SOLE   0 6,500 0
DELL TECHNOLOGIES INC COM 24703L202   2,706,133 67,300 SH   SOLE   0 67,300 0
DEVON ENERGY CORP NEW COM 25179M103   8,188,698 161,800 SH   SOLE   0 161,800 0
DIAMONDBACK ENERGY INC COM 25278X109   3,436,021 25,420 SH   SOLE   0 25,420 0
DICKS SPORTING GOODS INC COM 253393102   15,820,735 111,500 SH   SOLE   0 111,500 0
DILLARDS INC COM 254067101   2,984,496 9,700 SH   SOLE   0 9,700 0
DOMINION ENERGY INC COM 25746U109   19,304,437 345,277 SH   SOLE   0 345,277 0
DOW INC COM 260557103   10,360,980 189,000 SH   SOLE   0 189,000 0
DT MIDSTREAM INC COM 23345M107   8,807,608 178,400 SH   SOLE   0 178,400 0
DTE ENERGY CO COM 233331107   6,079,908 55,504 SH   SOLE   0 55,504 0
DUKE ENERGY CORP NEW COM 26441C204   11,787,380 122,187 SH   SOLE   0 122,187 0
EASTERN BANKSHARES INC COM 27627N105   2,524,000 200,000 SH   SOLE   0 200,000 0
ENBRIDGE INC ADR 29250N105   24,582,525 644,365 SH   SOLE   0 644,365 0
ENERGY TRANSFER L P COM 29273V100   6,595,383 528,900 SH   SOLE   0 528,900 0
ENLINK MIDSTREAM LLC COM 29336T100   1,181,560 109,000 SH   SOLE   0 109,000 0
ENTERGY CORP NEW COM 29364G103   405,102 3,760 SH   SOLE   0 3,760 0
ENTERPRISE PRODS PARTNERS L P COM COM 293792107   5,439,000 210,000 SH   SOLE   0 210,000 0
EOG RES INC COM 26875P101   3,419,413 29,830 SH   SOLE   0 29,830 0
EQT CORP COM 26884L109   21,178,667 663,700 SH   SOLE   0 663,700 0
EQUINOR ASA ADR 29446M102   5,649,041 198,700 SH   SOLE   0 198,700 0
EQUITABLE HLDGS INC COM COM 29452E101   2,196,235 86,500 SH   SOLE   0 86,500 0
ERICSSON ADR 294821608   85,270 14,576 SH   SOLE   0 14,576 0
ESSENTIAL UTILS INC COM 29670G102   8,254,215 189,100 SH   SOLE   0 189,100 0
EVERSOURCE ENERGY COM 30040W108   5,053,640 64,575 SH   SOLE   0 64,575 0
EXELON CORP COM 30161N101   4,860,539 116,031 SH   SOLE   0 116,031 0
EXPEDITORS INTL WASH INC COM 302130109   2,719,964 24,700 SH   SOLE   0 24,700 0
EXXON MOBIL CORP COM 30231G102   10,089,817 92,010 SH   SOLE   0 92,010 0
FIDELITY NATL INFORMATION SVCS COM COM 31620M106   1,358,250 25,000 SH   SOLE   0 25,000 0
FIFTH THIRD BANCORP COM 316773100   1,438,560 54,000 SH   SOLE   0 54,000 0
FIRST BANCORP P R ADR 318672706   2,455,300 215,000 SH   SOLE   0 215,000 0
FIRST CTZNS BANCSHARES INC N C CL A COM 31946M103   3,405,850 3,500 SH   SOLE   0 3,500 0
FISERV INC COM 337738108   678,180 6,000 SH   SOLE   0 6,000 0
FLUSHING FINL CORP COM 343873105   1,443,556 96,948 SH   SOLE   0 96,948 0
FORD MTR CO DEL COM 345370860   6,019,020 477,700 SH   SOLE   0 477,700 0
FORTIS INC ADR 349553107   5,876,625 138,176 SH   SOLE   0 138,176 0
FREEPORT-MCMORAN INC COM 35671D857   954,021 23,320 SH   SOLE   0 23,320 0
GILEAD SCIENCES INC COM 375558103   5,749,821 69,300 SH   SOLE   0 69,300 0
GOLDMAN SACHS GROUP INC COM 38141G104   1,635,550 5,000 SH   SOLE   0 5,000 0
GREEN BRICK PARTNERS INC COM 392709101   3,576,120 102,000 SH   SOLE   0 102,000 0
GREEN PLAINS INC COM 393222104   10,115,136 326,400 SH   SOLE   0 326,400 0
HALLIBURTON CO COM 406216101   859,026 27,150 SH   SOLE   0 27,150 0
HANCOCK WHITNEY CORPORATION COM 410120109   3,239,600 89,000 SH   SOLE   0 89,000 0
HEWLETT PACKARD ENTERPRISE CO COM COM 42824C109   6,174,436 387,598 SH   SOLE   0 387,598 0
HINGHAM INSTN SVGS MASS COM 433323102   1,634,080 7,000 SH   SOLE   0 7,000 0
HOME DEPOT INC COM 437076102   5,666,304 19,200 SH   SOLE   0 19,200 0
HOMETRUST BANCSHARES INC COM 437872104   2,459,000 100,000 SH   SOLE   0 100,000 0
HP INC COM 40434L105   8,534,980 290,800 SH   SOLE   0 290,800 0
HSBC HLDGS PLC ADR 404280406   5,559,777 162,900 SH   SOLE   0 162,900 0
HUNTINGTON BANCSHARES INC COM 446150104   403,200 36,000 SH   SOLE   0 36,000 0
INDEPENDENT BK CORP MASS COM 453836108   2,528,995 38,540 SH   SOLE   0 38,540 0
INSPERITY INC COM 45778Q107   3,342,625 27,500 SH   SOLE   0 27,500 0
INTEL CORP COM 458140100   5,390,909 165,011 SH   SOLE   0 165,011 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101   10,028,385 76,500 SH   SOLE   0 76,500 0
JABIL INC COM 466313103   6,685,525 75,834 SH   SOLE   0 75,834 0
JOHNSON & JOHNSON COM 478160104   5,595,500 36,100 SH   SOLE   0 36,100 0
JPMORGAN CHASE & CO. COM 46625H100   11,780,024 90,400 SH   SOLE   0 90,400 0
KEARNY FINL CORP MD COM 48716P108   771,400 95,000 SH   SOLE   0 95,000 0
KEYCORP COM 493267108   1,001,600 80,000 SH   SOLE   0 80,000 0
KINDER MORGAN INC DEL COM 49456B101   26,424,183 1,509,091 SH   SOLE   0 1,509,091 0
KLA CORP COM 482480100   2,846,481 7,131 SH   SOLE   0 7,131 0
KRAFT HEINZ CO COM 500754106   5,638,086 145,800 SH   SOLE   0 145,800 0
LAKELAND BANCORP INC COM 511637100   3,206,200 205,000 SH   SOLE   0 205,000 0
LAM RESEARCH CORP COM 512807108   2,972,383 5,607 SH   SOLE   0 5,607 0
LOWES COS INC COM 548661107   2,659,601 13,300 SH   SOLE   0 13,300 0
M & T BK CORP COM 55261F104   1,315,270 11,000 SH   SOLE   0 11,000 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP COM 559080106   3,206,766 59,100 SH   SOLE   0 59,100 0
MANULIFE FINL CORP ADR 56501R106   5,642,028 307,300 SH   SOLE   0 307,300 0
MARATHON PETE CORP COM 56585A102   3,856,138 28,600 SH   SOLE   0 28,600 0
MASCO CORP COM 574599106   2,535,720 51,000 SH   SOLE   0 51,000 0
MASTERCARD INCORPORATED COM 57636Q104   1,725,107 4,747 SH   SOLE   0 4,747 0
MDU RES GROUP INC COM 552690109   4,742,901 155,607 SH   SOLE   0 155,607 0
MERCK & CO INC COM 58933Y105   5,564,197 52,300 SH   SOLE   0 52,300 0
METLIFE INC COM 59156R108   5,822,970 100,500 SH   SOLE   0 100,500 0
MGE ENERGY INC COM 55277P104   876,040 11,279 SH   SOLE   0 11,279 0
MODERNA INC COM 60770K107   2,487,996 16,200 SH   SOLE   0 16,200 0
MORGAN STANLEY COM 617446448   7,340,080 83,600 SH   SOLE   0 83,600 0
MPLX LP COM 55336V100   4,442,293 128,949 SH   SOLE   0 128,949 0
MURPHY USA INC COM 626755102   10,657,465 41,300 SH   SOLE   0 41,300 0
NATIONAL FUEL GAS CO COM 636180101   5,498,234 95,224 SH   SOLE   0 95,224 0
NATIONAL GRID PLC ADR 636274409   16,694,537 245,544 SH   SOLE   0 245,544 0
NETAPP INC COM 64110D104   2,753,531 43,125 SH   SOLE   0 43,125 0
NEW JERSEY RES CORP COM 646025106   7,263,609 136,534 SH   SOLE   0 136,534 0
NEW YORK CMNTY BANCORP INC COM 649445103   2,576,400 285,000 SH   SOLE   0 285,000 0
NEXTERA ENERGY INC COM 65339F101   367,672 4,770 SH   SOLE   0 4,770 0
NISOURCE INC COM 65473P105   12,732,453 455,381 SH   SOLE   0 455,381 0
NORTHEAST CMNTY BANCORP INC COM 664121100   3,214,400 245,000 SH   SOLE   0 245,000 0
NORTHWEST NAT HLDG CO COM 66765N105   2,891,791 60,803 SH   SOLE   0 60,803 0
NORTHWESTERN CORP COM 668074305   1,197,586 20,698 SH   SOLE   0 20,698 0
NUCOR CORP COM 670346105   2,486,967 16,100 SH   SOLE   0 16,100 0
NVR INC COM 62944T105   2,786,095 500 SH   SOLE   0 500 0
OCEANEERING INTL INC COM 675232102   2,859,586 162,200 SH   SOLE   0 162,200 0
OCEANFIRST FINL CORP COM 675234108   2,875,488 155,600 SH   SOLE   0 155,600 0
OLD NATL BANCORP IND COM 680033107   3,028,200 210,000 SH   SOLE   0 210,000 0
ON SEMICONDUCTOR CORP COM 682189105   3,029,376 36,800 SH   SOLE   0 36,800 0
ONE GAS INC COM 68235P108   7,612,022 96,075 SH   SOLE   0 96,075 0
ONEOK INC NEW COM 682680103   24,045,188 378,426 SH   SOLE   0 378,426 0
PACWEST BANCORP DEL COM 695263103   1,459,500 150,000 SH   SOLE   0 150,000 0
PAYPAL HLDGS INC COM 70450Y103   835,340 11,000 SH   SOLE   0 11,000 0
PBF ENERGY INC COM 69318G106   18,099,938 417,434 SH   SOLE   0 417,434 0
PDC ENERGY INC COM 69327R101   775,936 12,090 SH   SOLE   0 12,090 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103   17,371,725 122,500 SH   SOLE   0 122,500 0
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR ADR 71654V408   5,908,595 566,500 SH   SOLE   0 566,500 0
PFIZER INC COM 717081103   8,098,800 198,500 SH   SOLE   0 198,500 0
PG&E CORP COM 69331C108   15,080,934 932,649 SH   SOLE   0 932,649 0
PHILIP MORRIS INTL INC COM 718172109   5,873,900 60,400 SH   SOLE   0 60,400 0
PHILLIPS 66 COM 718546104   608,280 6,000 SH   SOLE   0 6,000 0
PIONEER NAT RES CO COM 723787107   3,441,444 16,850 SH   SOLE   0 16,850 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN COM 726503105   17,874,947 1,433,436 SH   SOLE   0 1,433,436 0
PLAINS GP HLDGS L P COM 72651A207   12,740,832 971,100 SH   SOLE   0 971,100 0
PPL CORP COM 69351T106   3,018,522 108,619 SH   SOLE   0 108,619 0
PRICE T ROWE GROUP INC COM 74144T108   2,664,440 23,600 SH   SOLE   0 23,600 0
PUBLIC SVC ENTERPRISE GRP INC COM COM 744573106   12,414,436 198,790 SH   SOLE   0 198,790 0
PULTE GROUP INC COM 745867101   2,820,752 48,400 SH   SOLE   0 48,400 0
QUALCOMM INC COM 747525103   2,703,675 21,192 SH   SOLE   0 21,192 0
RELIANCE STEEL & ALUMINUM CO COM COM 759509102   6,521,196 25,400 SH   SOLE   0 25,400 0
RGC RES INC COM 74955L103   409,396 17,654 SH   SOLE   0 17,654 0
SCHLUMBERGER LTD COM 806857108   997,221 20,310 SH   SOLE   0 20,310 0
SCHWAB CHARLES CORP COM 808513105   523,800 10,000 SH   SOLE   0 10,000 0
SEMPRA COM 816851109   24,962,562 165,140 SH   SOLE   0 165,140 0
SHORE BANCSHARES INC COM 825107105   785,400 55,000 SH   SOLE   0 55,000 0
SIRIUS XM HOLDINGS INC COM 82968B103   1,877,413 472,900 SH   SOLE   0 472,900 0
SOLARIS OILFIELD INFRASTRUCTUR COM CL A COM 83418M103   750,837 87,920 SH   SOLE   0 87,920 0
SONOCO PRODS CO COM 835495102   11,333,800 185,800 SH   SOLE   0 185,800 0
SOUTHERN CO COM 842587107   24,840,060 357,000 SH   SOLE   0 357,000 0
SOUTHWEST GAS HLDGS INC COM 844895102   4,616,117 73,917 SH   SOLE   0 73,917 0
SPIRE INC COM 84857L101   4,768,889 67,991 SH   SOLE   0 67,991 0
STATE STR CORP COM 857477103   756,900 10,000 SH   SOLE   0 10,000 0
STEEL DYNAMICS INC COM 858119100   5,472,104 48,400 SH   SOLE   0 48,400 0
SUNCOR ENERGY INC NEW ADR 867224107   6,798,708 218,960 SH   SOLE   0 218,960 0
SUPER MICRO COMPUTER INC COM 86800U104   22,791,045 213,900 SH   SOLE   0 213,900 0
TAPESTRY INC COM 876030107   2,595,222 60,200 SH   SOLE   0 60,200 0
TARGA RES CORP COM 87612G101   3,435,945 47,100 SH   SOLE   0 47,100 0
TC ENERGY CORP ADR 87807B107   23,544,441 605,100 SH   SOLE   0 605,100 0
TECHNIPFMC PLC ADR G87110105   890,526 65,240 SH   SOLE   0 65,240 0
TELLURIAN INC NEW COM 87968A104   836,634 680,190 SH   SOLE   0 680,190 0
TENARIS S A ADR 88031M109   710,500 25,000 SH   SOLE   0 25,000 0
TEXAS CAP BANCSHARES INC COM 88224Q107   2,105,280 43,000 SH   SOLE   0 43,000 0
TEXAS INSTRS INC COM 882508104   5,732,270 30,817 SH   SOLE   0 30,817 0
TIMKEN CO COM 887389104   3,121,704 38,200 SH   SOLE   0 38,200 0
TITAN MACHY INC COM 88830R101   2,423,820 79,600 SH   SOLE   0 79,600 0
TORONTO DOMINION BK ONT ADR 891160509   5,798,320 96,800 SH   SOLE   0 96,800 0
TOTALENERGIES SE ADR 89151E109   5,645,180 95,600 SH   SOLE   0 95,600 0
TRUIST FINANCIAL CORP COM 89832Q109   272,800 8,000 SH   SOLE   0 8,000 0
UGI CORP NEW COM 902681105   3,731,556 107,352 SH   SOLE   0 107,352 0
UNILEVER PLC ADR 904767704   5,556,510 107,000 SH   SOLE   0 107,000 0
UNION PAC CORP COM 907818108   5,896,918 29,300 SH   SOLE   0 29,300 0
UNITED AIRLS HLDGS INC COM 910047109   2,761,200 62,400 SH   SOLE   0 62,400 0
UNITED PARCEL SERVICE INC COM 911312106   8,632,555 44,500 SH   SOLE   0 44,500 0
UNITIL CORP COM 913259107   1,003,790 17,598 SH   SOLE   0 17,598 0
VERIZON COMMUNICATIONS INC COM 92343V104   10,224,181 262,900 SH   SOLE   0 262,900 0
VISA INC COM 92826C839   1,671,110 7,412 SH   SOLE   0 7,412 0
WALGREENS BOOTS ALLIANCE INC COM COM 931427108   4,481,568 129,600 SH   SOLE   0 129,600 0
WASHINGTON FED INC COM 938824109   903,600 30,000 SH   SOLE   0 30,000 0
WEC ENERGY GROUP INC COM 92939U106   19,824,381 209,140 SH   SOLE   0 209,140 0
WELLS FARGO CO NEW COM 949746101   7,326,480 196,000 SH   SOLE   0 196,000 0
WESCO INTL INC COM 95082P105   16,906,676 109,400 SH   SOLE   0 109,400 0
WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT COM 958669103   2,684,466 101,800 SH   SOLE   0 101,800 0
WESTERN NEW ENG BANCORP INC COM 958892101   3,325,050 405,000 SH   SOLE   0 405,000 0
WILLIAMS COS INC COM 969457100   3,178,657 106,452 SH   SOLE   0 106,452 0
WINTRUST FINL CORP COM 97650W108   3,501,600 48,000 SH   SOLE   0 48,000 0
WSFS FINL CORP COM 929328102   1,504,400 40,000 SH   SOLE   0 40,000 0
XCEL ENERGY INC COM 98389B100   8,160,173 120,999 SH   SOLE   0 120,999 0