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   3,487,345 37,250 SH   SOLE   0 37,250 0
ABBVIE INC COM 00287Y109   4,844,450 32,500 SH   SOLE   0 32,500 0
ACADEMY SPORTS & OUTDOORS INC COM COM 00402L107   20,718,441 438,300 SH   SOLE   0 438,300 0
ALGONQUIN PWR UTILS CORP COM 015857105   662,827 111,964 SH   SOLE   0 111,964 0
ALLIANT ENERGY CORP COM 018802108   1,642,455 33,900 SH   SOLE   0 33,900 0
ALPHA METALLURGICAL RESOUR INC COM COM 020764106   4,675,140 18,000 SH   SOLE   0 18,000 0
ALTRIA GROUP INC COM 02209S103   4,890,415 116,300 SH   SOLE   0 116,300 0
AMEREN CORP COM 023608102   3,430,207 45,840 SH   SOLE   0 45,840 0
AMERIPRISE FINL INC COM 03076C106   2,472,600 7,500 SH   SOLE   0 7,500 0
AMGEN INC COM 031162100   2,499,468 9,300 SH   SOLE   0 9,300 0
ANTERO MIDSTREAM CORP COM 03676B102   4,152,268 346,600 SH   SOLE   0 346,600 0
ANTERO RESOURCES CORP COM 03674X106   860,382 33,900 SH   SOLE   0 33,900 0
APA CORPORATION COM 03743Q108   2,560,530 62,300 SH   SOLE   0 62,300 0
APPLIED MATLS INC COM 038222105   3,256,067 23,518 SH   SOLE   0 23,518 0
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADR 00215W100   94,000 12,500 SH   SOLE   0 12,500 0
ASSOCIATED BANC CORP COM 045487105   2,908,700 170,000 SH   SOLE   0 170,000 0
AT&T INC COM 00206R102   4,113,377 273,860 SH   SOLE   0 273,860 0
ATMOS ENERGY CORP COM 049560105   21,703,574 204,886 SH   SOLE   0 204,886 0
AUTONATION INC COM 05329W102   20,211,900 133,500 SH   SOLE   0 133,500 0
AVANGRID INC COM 05351W103   2,712,283 89,900 SH   SOLE   0 89,900 0
AVISTA CORP COM 05379B107   843,951 26,072 SH   SOLE   0 26,072 0
BANKUNITED INC COM 06652K103   2,610,500 115,000 SH   SOLE   0 115,000 0
BANNER CORP COM 06652V208   847,600 20,000 SH   SOLE   0 20,000 0
BATH & BODY WORKS INC COM 070830104   1,899,560 56,200 SH   SOLE   0 56,200 0
BCE INC COM 05534B760   4,393,367 115,100 SH   SOLE   0 115,100 0
BERKSHIRE HATHAWAY INC - CL A CL A 084670108   22,322,034 42 SH   SOLE   0 42 0
BERKSHIRE HATHAWAY INC DEL CL B 084670702   1,751,500 5,000 SH   SOLE   0 5,000 0
BEST BUY INC COM 086516101   2,077,153 29,900 SH   SOLE   0 29,900 0
BJS WHSL CLUB HLDGS INC COM 05550J101   16,179,579 226,700 SH   SOLE   0 226,700 0
BLACK HILLS CORP COM 092113109   3,265,433 64,547 SH   SOLE   0 64,547 0
BP PLC SPONSORED ADR 055622104   5,366,592 138,600 SH   SOLE   0 138,600 0
BRISTOL-MYERS SQUIBB CO COM 110122108   4,382,020 75,500 SH   SOLE   0 75,500 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   4,589,001 146,100 SH   SOLE   0 146,100 0
BROOKLINE BANCORP INC DEL COM 11373M107   2,095,300 230,000 SH   SOLE   0 230,000 0
BUILDERS FIRSTSOURCE INC COM 12008R107   4,095,721 32,900 SH   SOLE   0 32,900 0
C H ROBINSON WORLDWIDE INC COM 12541W209   2,239,380 26,000 SH   SOLE   0 26,000 0
CANADIAN NAT RES LTD COM 136385101   7,501,720 116,000 SH   SOLE   0 116,000 0
CAPITAL ONE FINL CORP COM 14040H105   533,775 5,500 SH   SOLE   0 5,500 0
CASEYS GEN STORES INC COM 147528103   21,015,648 77,400 SH   SOLE   0 77,400 0
CATERPILLAR INC COM 149123101   2,893,800 10,600 SH   SOLE   0 10,600 0
CENTERPOINT ENERGY INC COM 15189T107   13,114,292 488,428 SH   SOLE   0 488,428 0
CF INDS HLDGS INC COM 125269100   2,623,644 30,600 SH   SOLE   0 30,600 0
CHENIERE ENERGY INC COM 16411R208   25,145,761 151,517 SH   SOLE   0 151,517 0
CHESAPEAKE ENERGY CORP COM 165167735   2,698,999 31,300 SH   SOLE   0 31,300 0
CHESAPEAKE UTILS CORP COM 165303108   2,185,495 22,358 SH   SOLE   0 22,358 0
CHEVRON CORP NEW COM 166764100   10,948,834 64,932 SH   SOLE   0 64,932 0
CISCO SYS INC COM 17275R102   12,624,891 234,838 SH   SOLE   0 234,838 0
CITIGROUP INC COM 172967424   5,688,279 138,300 SH   SOLE   0 138,300 0
CITIZENS FINL GROUP INC COM 174610105   1,581,200 59,000 SH   SOLE   0 59,000 0
CLEAN HARBORS INC COM COM 184496107   27,413,568 163,800 SH   SOLE   0 163,800 0
CLEVELAND-CLIFFS INC NEW COM 185899101   1,919,364 122,800 SH   SOLE   0 122,800 0
CMS ENERGY CORP COM 125896100   9,926,153 186,898 SH   SOLE   0 186,898 0
COCA COLA CO COM 191216100   6,835,158 122,100 SH   SOLE   0 122,100 0
COLGATE PALMOLIVE CO COM 194162103   5,006,144 70,400 SH   SOLE   0 70,400 0
COMERICA INC COM 200340107   664,800 16,000 SH   SOLE   0 16,000 0
COMMERCIAL METALS CO COM 201723103   20,258,100 410,000 SH   SOLE   0 410,000 0
COMSTOCK RES INC COM 205768302   739,010 67,000 SH   SOLE   0 67,000 0
CONNECTONE BANCORP INC COM 20786W107   2,959,780 166,000 SH   SOLE   0 166,000 0
CONOCOPHILLIPS COM 20825C104   3,683,251 30,745 SH   SOLE   0 30,745 0
CONSOLIDATED EDISON INC COM 209115104   11,763,454 137,536 SH   SOLE   0 137,536 0
COTERRA ENERGY INC COM 127097103   2,915,990 107,800 SH   SOLE   0 107,800 0
CVR ENERGY INC COM 12662P108   20,315,910 597,000 SH   SOLE   0 597,000 0
CVS HEALTH CORP COM 126650100   4,873,436 69,800 SH   SOLE   0 69,800 0
D R HORTON INC COM 23331A109   2,880,196 26,800 SH   SOLE   0 26,800 0
DARDEN RESTAURANTS INC COM 237194105   2,592,282 18,100 SH   SOLE   0 18,100 0
DEERE & CO COM 244199105   2,339,756 6,200 SH   SOLE   0 6,200 0
DELL TECHNOLOGIES INC CL C 24703L202   4,409,600 64,000 SH   SOLE   0 64,000 0
DEVON ENERGY CORP NEW COM 25179M103   7,202,700 151,000 SH   SOLE   0 151,000 0
DIAMONDBACK ENERGY INC COM 25278X109   3,797,658 24,520 SH   SOLE   0 24,520 0
DICKS SPORTING GOODS INC COM 253393102   17,112,208 157,600 SH   SOLE   0 157,600 0
DILLARDS INC CL A 254067101   3,043,452 9,200 SH   SOLE   0 9,200 0
DOMINION ENERGY INC COM 25746U109   14,498,855 324,577 SH   SOLE   0 324,577 0
DOW INC COM 260557103   8,896,678 172,550 SH   SOLE   0 172,550 0
DT MIDSTREAM INC COMMON STOCK 23345M107   9,726,696 183,800 SH   SOLE   0 183,800 0
DTE ENERGY CO COM 233331107   5,579,933 56,204 SH   SOLE   0 56,204 0
DUKE ENERGY CORP NEW COM 26441C204   10,395,881 117,787 SH   SOLE   0 117,787 0
EASTERN BANKSHARES INC COM 27627N105   2,382,600 190,000 SH   SOLE   0 190,000 0
ENBRIDGE INC COM 29250N105   22,222,862 669,565 SH   SOLE   0 669,565 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   8,214,565 585,500 SH   SOLE   0 585,500 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   1,331,980 109,000 SH   SOLE   0 109,000 0
ENTERGY CORP NEW COM 29364G103   347,800 3,760 SH   SOLE   0 3,760 0
ENTERPRISE PRODS PARTNERS L P COM COM 293792107   6,059,718 221,400 SH   SOLE   0 221,400 0
EOG RES INC COM 26875P101   3,654,491 28,830 SH   SOLE   0 28,830 0
EQT CORP COM 26884L109   24,595,538 606,100 SH   SOLE   0 606,100 0
EQUINOR ASA SPONSORED ADR 29446M102   6,036,639 184,100 SH   SOLE   0 184,100 0
EQUITABLE HLDGS INC COM COM 29452E101   2,339,336 82,400 SH   SOLE   0 82,400 0
ESSENTIAL UTILS INC COM 29670G102   6,258,359 182,300 SH   SOLE   0 182,300 0
EVERSOURCE ENERGY COM 30040W108   5,109,931 87,875 SH   SOLE   0 87,875 0
EXELON CORP COM 30161N101   5,953,096 157,531 SH   SOLE   0 157,531 0
EXPEDITORS INTL WASH INC COM 302130109   2,693,805 23,500 SH   SOLE   0 23,500 0
EXXON MOBIL CORP COM 30231G102   10,171,846 86,510 SH   SOLE   0 86,510 0
FIDELITY NATL INFORMATION SVCS COM COM 31620M106   1,050,130 19,000 SH   SOLE   0 19,000 0
FIFTH THIRD BANCORP COM 316773100   1,494,470 59,000 SH   SOLE   0 59,000 0
FIRST BANCORP P R COM 318672706   1,749,800 130,000 SH   SOLE   0 130,000 0
FIRST CTZNS BANCSHARES INC N C CL A CL A 31946M103   1,104,080 800 SH   SOLE   0 800 0
FISERV INC COM 337738108   1,016,640 9,000 SH   SOLE   0 9,000 0
FLUSHING FINL CORP COM 343873105   2,954,250 225,000 SH   SOLE   0 225,000 0
FORD MTR CO DEL COM 345370860   5,497,092 442,600 SH   SOLE   0 442,600 0
FORTIS INC COM 349553107   4,831,416 127,176 SH   SOLE   0 127,176 0
FREEPORT-MCMORAN INC CL B 35671D857   686,882 18,420 SH   SOLE   0 18,420 0
GILEAD SCIENCES INC COM 375558103   4,811,148 64,200 SH   SOLE   0 64,200 0
GOLDMAN SACHS GROUP INC COM 38141G104   1,132,495 3,500 SH   SOLE   0 3,500 0
GREEN BRICK PARTNERS INC COM 392709101   3,997,413 96,300 SH   SOLE   0 96,300 0
GREEN PLAINS INC COM 393222104   13,891,150 461,500 SH   SOLE   0 461,500 0
HALLIBURTON CO COM 406216101   876,825 21,650 SH   SOLE   0 21,650 0
HANCOCK WHITNEY CORPORATION COM 410120109   2,330,370 63,000 SH   SOLE   0 63,000 0
HEWLETT PACKARD ENTERPRISE CO COM COM 42824C109   6,257,768 360,263 SH   SOLE   0 360,263 0
HINGHAM INSTN SVGS MASS COM 433323102   933,750 5,000 SH   SOLE   0 5,000 0
HOME DEPOT INC COM 437076102   5,378,448 17,800 SH   SOLE   0 17,800 0
HOMETRUST BANCSHARES INC COM 437872104   1,365,210 63,000 SH   SOLE   0 63,000 0
HP INC COM 40434L105   6,985,260 271,800 SH   SOLE   0 271,800 0
HSBC HLDGS PLC SPON ADR 404280406   5,958,460 151,000 SH   SOLE   0 151,000 0
INDEPENDENT BK CORP MASS COM 453836108   1,423,610 29,000 SH   SOLE   0 29,000 0
INSPERITY INC COM 45778Q107   2,537,600 26,000 SH   SOLE   0 26,000 0
INTEL CORP COM 458140100   3,924,720 110,400 SH   SOLE   0 110,400 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101   9,884,135 70,450 SH   SOLE   0 70,450 0
JABIL INC COM 466313103   9,097,379 71,695 SH   SOLE   0 71,695 0
JOHNSON & JOHNSON COM 478160104   5,342,225 34,300 SH   SOLE   0 34,300 0
JPMORGAN CHASE & CO. COM 46625H100   11,028,771 76,050 SH   SOLE   0 76,050 0
KEYCORP COM 493267108   1,560,200 145,000 SH   SOLE   0 145,000 0
KINDER MORGAN INC DEL COM 49456B101   25,043,941 1,510,491 SH   SOLE   0 1,510,491 0
KLA CORP COM 482480100   3,127,144 6,818 SH   SOLE   0 6,818 0
KRAFT HEINZ CO COM 500754106   4,544,764 135,100 SH   SOLE   0 135,100 0
LAKELAND BANCORP INC COM 511637100   2,271,600 180,000 SH   SOLE   0 180,000 0
LAM RESEARCH CORP COM 512807108   3,296,810 5,260 SH   SOLE   0 5,260 0
LOWES COS INC COM 548661107   2,639,568 12,700 SH   SOLE   0 12,700 0
M & T BK CORP COM 55261F104   1,201,275 9,500 SH   SOLE   0 9,500 0
MANULIFE FINL CORP COM 56501R106   5,206,144 284,800 SH   SOLE   0 284,800 0
MARATHON PETE CORP COM 56585A102   3,662,428 24,200 SH   SOLE   0 24,200 0
MASCO CORP COM 574599106   2,597,670 48,600 SH   SOLE   0 48,600 0
MASTERCARD INCORPORATED CL A 57636Q104   1,702,413 4,300 SH   SOLE   0 4,300 0
MDU RES GROUP INC COM 552690109   3,734,043 190,707 SH   SOLE   0 190,707 0
MERCK & CO INC COM 58933Y105   4,993,075 48,500 SH   SOLE   0 48,500 0
METLIFE INC COM 59156R108   5,856,921 93,100 SH   SOLE   0 93,100 0
MGE ENERGY INC COM 55277P104   738,469 10,779 SH   SOLE   0 10,779 0
MODERNA INC COM 60770K107   1,590,666 15,400 SH   SOLE   0 15,400 0
MORGAN STANLEY COM 617446448   5,872,073 71,900 SH   SOLE   0 71,900 0
MPLX LP COM 55336V100   5,084,696 142,949 SH   SOLE   0 142,949 0
MURPHY USA INC COM 626755102   19,922,859 58,300 SH   SOLE   0 58,300 0
NATIONAL FUEL GAS CO COM 636180101   4,590,090 88,424 SH   SOLE   0 88,424 0
NATIONAL GRID PLC SPONSORED ADR 636274409   10,449,217 172,344 SH   SOLE   0 172,344 0
NETAPP INC COM 64110D104   3,116,771 41,075 SH   SOLE   0 41,075 0
NEW JERSEY RES CORP COM 646025106   5,279,218 129,934 SH   SOLE   0 129,934 0
NEW YORK CMNTY BANCORP INC COM 649445103   1,474,200 130,000 SH   SOLE   0 130,000 0
NEXTERA ENERGY INC COM 65339F101   720,135 12,570 SH   SOLE   0 12,570 0
NISOURCE INC COM 65473P105   10,737,799 435,081 SH   SOLE   0 435,081 0
NORTHEAST CMNTY BANCORP INC COM 664121100   1,715,599 116,233 SH   SOLE   0 116,233 0
NORTHWEST NAT HLDG CO COM 66765N105   2,079,834 54,503 SH   SOLE   0 54,503 0
NORTHWESTERN CORP COM 668074305   927,462 19,298 SH   SOLE   0 19,298 0
NUCOR CORP COM 670346105   2,392,155 15,300 SH   SOLE   0 15,300 0
NVR INC COM 62944T105   2,981,650 500 SH   SOLE   0 500 0
OCEANEERING INTL INC COM 675232102   3,940,304 153,200 SH   SOLE   0 153,200 0
OCEANFIRST FINL CORP COM 675234108   2,170,500 150,000 SH   SOLE   0 150,000 0
OLD NATL BANCORP IND COM 680033107   1,890,200 130,000 SH   SOLE   0 130,000 0
ON SEMICONDUCTOR CORP COM 682189105   3,253,250 35,000 SH   SOLE   0 35,000 0
ONE GAS INC COM 68235P108   6,273,225 91,875 SH   SOLE   0 91,875 0
ONEOK INC NEW COM 682680103   25,990,170 409,746 SH   SOLE   0 409,746 0
PACIFIC PREMIER BANCORP COM 69478X105   2,828,800 130,000 SH   SOLE   0 130,000 0
PACWEST BANCORP DEL COM 695263103   1,582,000 200,000 SH   SOLE   0 200,000 0
PAYPAL HLDGS INC COM 70450Y103   1,636,880 28,000 SH   SOLE   0 28,000 0
PBF ENERGY INC CL A 69318G106   29,732,382 555,434 SH   SOLE   0 555,434 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103   27,130,544 162,400 SH   SOLE   0 162,400 0
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR SPONSORED ADR 71654V408   7,868,251 524,900 SH   SOLE   0 524,900 0
PFIZER INC COM 717081103   6,149,718 185,400 SH   SOLE   0 185,400 0
PG&E CORP COM 69331C108   14,750,062 914,449 SH   SOLE   0 914,449 0
PHILIP MORRIS INTL INC COM 718172109   5,184,480 56,000 SH   SOLE   0 56,000 0
PHILLIPS 66 COM 718546104   480,600 4,000 SH   SOLE   0 4,000 0
PIONEER NAT RES CO COM 723787107   3,730,188 16,250 SH   SOLE   0 16,250 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN UNIT LTD PARTN 726503105   28,613,716 1,867,736 SH   SOLE   0 1,867,736 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   22,127,924 1,372,700 SH   SOLE   0 1,372,700 0
PPL CORP COM 69351T106   2,936,024 124,619 SH   SOLE   0 124,619 0
PRICE T ROWE GROUP INC COM 74144T108   2,349,088 22,400 SH   SOLE   0 22,400 0
PUBLIC SVC ENTERPRISE GRP INC COM COM 744573106   10,880,623 191,190 SH   SOLE   0 191,190 0
PULTE GROUP INC COM 745867101   3,413,705 46,100 SH   SOLE   0 46,100 0
QUALCOMM INC COM 747525103   2,252,519 20,282 SH   SOLE   0 20,282 0
RELIANCE STEEL & ALUMINUM CO COM COM 759509102   6,319,743 24,100 SH   SOLE   0 24,100 0
RGC RES INC COM 74955L103   296,764 17,154 SH   SOLE   0 17,154 0
ROYAL BK CDA COM 780087102   4,774,224 54,600 SH   SOLE   0 54,600 0
SCHLUMBERGER LTD COM STK 806857108   980,023 16,810 SH   SOLE   0 16,810 0
SCHWAB CHARLES CORP COM 808513105   494,100 9,000 SH   SOLE   0 9,000 0
SEMPRA COM 816851109   21,700,209 318,980 SH   SOLE   0 318,980 0
SIRIUS XM HOLDINGS INC COM 82968B103   2,034,904 450,200 SH   SOLE   0 450,200 0
SOFI TECHNOLOGIES INC COM 83406F102   559,300 70,000 SH   SOLE   0 70,000 0
SOLARIS OILFIELD INFRASTRUCTUR COM CL A COM CL A 83418M103   937,227 87,920 SH   SOLE   0 87,920 0
SONOCO PRODS CO COM 835495102   14,272,310 262,600 SH   SOLE   0 262,600 0
SOUTHERN CO COM 842587107   21,247,576 328,300 SH   SOLE   0 328,300 0
SOUTHWEST GAS HLDGS INC COM 844895102   4,767,376 78,917 SH   SOLE   0 78,917 0
SPIRE INC COM 84857L101   3,496,135 61,791 SH   SOLE   0 61,791 0
STATE STR CORP COM 857477103   267,840 4,000 SH   SOLE   0 4,000 0
STEEL DYNAMICS INC COM 858119100   4,910,676 45,800 SH   SOLE   0 45,800 0
SUNCOR ENERGY INC NEW COM 867224107   6,891,815 200,460 SH   SOLE   0 200,460 0
SUPER MICRO COMPUTER INC COM 86800U104   76,863,866 280,300 SH   SOLE   0 280,300 0
TAPESTRY INC COM 876030107   1,647,375 57,300 SH   SOLE   0 57,300 0
TARGA RES CORP COM 87612G101   1,945,844 22,700 SH   SOLE   0 22,700 0
TC ENERGY CORP COM 87807B107   23,371,272 679,200 SH   SOLE   0 679,200 0
TECHNIPFMC PLC COM G87110105   952,726 46,840 SH   SOLE   0 46,840 0
TELLURIAN INC NEW COM 87968A104   583,700 503,190 SH   SOLE   0 503,190 0
TENARIS S A SPONSORED ADS 88031M109   790,000 25,000 SH   SOLE   0 25,000 0
TEXAS CAP BANCSHARES INC COM 88224Q107   2,945,000 50,000 SH   SOLE   0 50,000 0
TEXAS INSTRS INC COM 882508104   4,545,937 28,589 SH   SOLE   0 28,589 0
TIMKEN CO COM 887389104   2,652,989 36,100 SH   SOLE   0 36,100 0
TITAN MACHY INC COM 88830R101   1,996,158 75,100 SH   SOLE   0 75,100 0
TORONTO DOMINION BK ONT COM 891160509   5,405,322 89,700 SH   SOLE   0 89,700 0
TOTALENERGIES SE SPONSORED ADR 89151E109   5,826,336 88,600 SH   SOLE   0 88,600 0
TRUIST FINANCIAL CORP COM 89832Q109   572,200 20,000 SH   SOLE   0 20,000 0
UGI CORP NEW COM 902681105   2,248,296 97,752 SH   SOLE   0 97,752 0
UNILEVER PLC SPON ADR 904767704   4,900,480 99,200 SH   SOLE   0 99,200 0
UNION PAC CORP COM 907818108   5,518,373 27,100 SH   SOLE   0 27,100 0
UNITED AIRLS HLDGS INC COM 910047109   2,491,470 58,900 SH   SOLE   0 58,900 0
UNITED PARCEL SERVICE INC CL B 911312106   6,499,779 41,700 SH   SOLE   0 41,700 0
UNITIL CORP COM 913259107   721,714 16,898 SH   SOLE   0 16,898 0
US BANCORP DEL COM 902973304   495,900 15,000 SH   SOLE   0 15,000 0
VERIZON COMMUNICATIONS INC COM 92343V104   7,979,342 246,200 SH   SOLE   0 246,200 0
VISA INC COM 92826C839   1,610,070 7,000 SH   SOLE   0 7,000 0
WALGREENS BOOTS ALLIANCE INC COM COM 931427108   2,763,320 124,250 SH   SOLE   0 124,250 0
WEC ENERGY GROUP INC COM 92939U106   15,927,957 197,740 SH   SOLE   0 197,740 0
WELLS FARGO CO NEW COM 949746101   7,277,166 178,100 SH   SOLE   0 178,100 0
WESCO INTL INC COM 95082P105   20,911,428 145,400 SH   SOLE   0 145,400 0
WESTERN ALLIANCE BANCORP COM 957638109   321,790 7,000 SH   SOLE   0 7,000 0
WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT COM UNIT LP INT 958669103   3,286,661 120,700 SH   SOLE   0 120,700 0
WESTERN NEW ENG BANCORP INC COM 958892101   2,515,122 387,538 SH   SOLE   0 387,538 0
WILLIAMS COS INC COM 969457100   3,097,863 91,952 SH   SOLE   0 91,952 0
WINTRUST FINL CORP COM 97650W108   2,567,000 34,000 SH   SOLE   0 34,000 0
XCEL ENERGY INC COM 98389B100   6,803,401 118,899 SH   SOLE   0 118,899 0
ZIONS BANCORPORATION N A COM 989701107   628,020 18,000 SH   SOLE   0 18,000 0