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    <nameOfIssuer>AAR Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>Abbott Laboratories</nameOfIssuer>
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    <nameOfIssuer>Adtran Holdings Inc</nameOfIssuer>
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    <nameOfIssuer>AECOM</nameOfIssuer>
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    <value>853005</value>
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    <nameOfIssuer>Alliant Energy Corp</nameOfIssuer>
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    <cusip>018802108</cusip>
    <value>2475611</value>
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    <nameOfIssuer>Allstate Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>3164602</value>
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    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>Amazon com Inc</nameOfIssuer>
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    <value>2669408</value>
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    <nameOfIssuer>Amdocs Ltd</nameOfIssuer>
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    <nameOfIssuer>American Airlines Group Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>02376R102</cusip>
    <value>50792963</value>
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    <value>2227038</value>
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    <nameOfIssuer>Ameriprise Financial Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03076C106</cusip>
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    <nameOfIssuer>Amgen Inc</nameOfIssuer>
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    <nameOfIssuer>Antero Midstream Corp</nameOfIssuer>
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    <nameOfIssuer>Antero Resources Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>691907</value>
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    <nameOfIssuer>Applied Materials Inc</nameOfIssuer>
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    <value>5374782</value>
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    <nameOfIssuer>ArcelorMittal SA Luxembourg</nameOfIssuer>
    <titleOfClass>NY REGISTRY SH</titleOfClass>
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    <nameOfIssuer>Associated Banc-Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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      <None>0</None>
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    <nameOfIssuer>AT&amp;T Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>Atmos Energy Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>049560105</cusip>
    <value>25545229</value>
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    <votingAuthority>
      <Sole>148286</Sole>
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    <nameOfIssuer>Autoliv Inc</nameOfIssuer>
    <titleOfClass>ADR</titleOfClass>
    <cusip>052800109</cusip>
    <value>33201386</value>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>AutoZone Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>053332102</cusip>
    <value>2237158</value>
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      <sshPrnamt>700</sshPrnamt>
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    <votingAuthority>
      <Sole>700</Sole>
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      <None>0</None>
    </votingAuthority>
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    <titleOfClass>COMMON STOCK</titleOfClass>
    <cusip>05369T100</cusip>
    <value>3295430</value>
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    <votingAuthority>
      <Sole>157000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Avis Budget Group Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>053774105</cusip>
    <value>7997603</value>
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      <sshPrnamt>54100</sshPrnamt>
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    <value>935694</value>
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    <votingAuthority>
      <Sole>22872</Sole>
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    <titleOfClass>COM</titleOfClass>
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    <value>3881700</value>
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    <nameOfIssuer>Bancorp Inc/The</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>05969A105</cusip>
    <value>2944080</value>
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      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
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    <nameOfIssuer>Bank of America Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>060505104</cusip>
    <value>8336174</value>
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      <Sole>146300</Sole>
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      <None>0</None>
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    <nameOfIssuer>BankUnited Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>06652K103</cusip>
    <value>2422500</value>
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      <sshPrnamt>50000</sshPrnamt>
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    <votingAuthority>
      <Sole>50000</Sole>
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      <None>0</None>
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    <nameOfIssuer>Banner Corp</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
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    <value>531520</value>
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      <None>0</None>
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    <nameOfIssuer>Beacon Financial Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>084680107</cusip>
    <value>3501750</value>
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    <votingAuthority>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Berkshire Hathaway Inc Del</nameOfIssuer>
    <titleOfClass>CL B NEW</titleOfClass>
    <cusip>084670702</cusip>
    <value>1501170</value>
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      <None>0</None>
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    <nameOfIssuer>Berkshire Hathaway Inc Del</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>084670108</cusip>
    <value>26209750</value>
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      <sshPrnamt>35</sshPrnamt>
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    <nameOfIssuer>Black Hills Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>092113109</cusip>
    <value>3641657</value>
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      <sshPrnamt>48947</sshPrnamt>
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    <votingAuthority>
      <Sole>48947</Sole>
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      <None>0</None>
    </votingAuthority>
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    <titleOfClass>CL A</titleOfClass>
    <cusip>852234103</cusip>
    <value>228000</value>
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      <sshPrnamt>3000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>BP PLC</nameOfIssuer>
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    <cusip>055622104</cusip>
    <value>6048715</value>
    <shrsOrPrnAmt>
      <sshPrnamt>163700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>163700</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Bread Financial Holdings Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>018581108</cusip>
    <value>2708750</value>
    <shrsOrPrnAmt>
      <sshPrnamt>25000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>25000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>BrightSpring Health Services Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>10950A106</cusip>
    <value>13585352</value>
    <shrsOrPrnAmt>
      <sshPrnamt>194800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>194800</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Bristol-Myers Squibb Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>110122108</cusip>
    <value>9441037</value>
    <shrsOrPrnAmt>
      <sshPrnamt>163850</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>163850</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>British Amern Tob PLC</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>110448107</cusip>
    <value>6342752</value>
    <shrsOrPrnAmt>
      <sshPrnamt>102700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>102700</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Broadridge Financial Solutions Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>11133T103</cusip>
    <value>1684485</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12300</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12300</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>California BanCorp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>84252A106</cusip>
    <value>2021480</value>
    <shrsOrPrnAmt>
      <sshPrnamt>97000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>97000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Cal-Maine Foods Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>128030202</cusip>
    <value>27938208</value>
    <shrsOrPrnAmt>
      <sshPrnamt>346800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>346800</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Calumet Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>131428104</cusip>
    <value>10200864</value>
    <shrsOrPrnAmt>
      <sshPrnamt>283200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>283200</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Canadian Nat Res Ltd Med Ter</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>136385101</cusip>
    <value>6489850</value>
    <shrsOrPrnAmt>
      <sshPrnamt>164300</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>164300</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Capital One Financial Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>14040H105</cusip>
    <value>1404340</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Carnival Corp Ltd</nameOfIssuer>
    <titleOfClass>COMMON SHARES</titleOfClass>
    <cusip>G2004J103</cusip>
    <value>1309220</value>
    <shrsOrPrnAmt>
      <sshPrnamt>45825</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>45825</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Cars com Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>14575E105</cusip>
    <value>144386</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13198</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>13198</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Casey&apos;s General Stores Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>147528103</cusip>
    <value>55237905</value>
    <shrsOrPrnAmt>
      <sshPrnamt>69500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>69500</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cboe Global Mkts Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>12503M108</cusip>
    <value>509607</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2100</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2100</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cenovus Energy Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>15135U109</cusip>
    <value>7879656</value>
    <shrsOrPrnAmt>
      <sshPrnamt>317600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>317600</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>CenterPoint Energy Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>15189T107</cusip>
    <value>13847409</value>
    <shrsOrPrnAmt>
      <sshPrnamt>314428</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>314428</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Centuri Holdings Inc</nameOfIssuer>
    <titleOfClass>COM SHS</titleOfClass>
    <cusip>155923105</cusip>
    <value>7895664</value>
    <shrsOrPrnAmt>
      <sshPrnamt>261100</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>261100</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CH Robinson Worldwide Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>12541W209</cusip>
    <value>63779081</value>
    <shrsOrPrnAmt>
      <sshPrnamt>338638</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>338638</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Charter Communications Inc</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>16119P108</cusip>
    <value>1738233</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12223</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12223</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cheesecake Factory Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>163072101</cusip>
    <value>51438518</value>
    <shrsOrPrnAmt>
      <sshPrnamt>646700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>646700</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cheniere Energy Inc</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>16411R208</cusip>
    <value>32207554</value>
    <shrsOrPrnAmt>
      <sshPrnamt>134754</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>134754</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Chesapeake Utilities Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>165303108</cusip>
    <value>3277320</value>
    <shrsOrPrnAmt>
      <sshPrnamt>26758</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>26758</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Chevron Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>166764100</cusip>
    <value>10406744</value>
    <shrsOrPrnAmt>
      <sshPrnamt>62782</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>62782</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cisco Systems Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>17275R102</cusip>
    <value>10031084</value>
    <shrsOrPrnAmt>
      <sshPrnamt>85400</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>85400</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Citigroup Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>172967424</cusip>
    <value>9783204</value>
    <shrsOrPrnAmt>
      <sshPrnamt>69900</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>69900</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Citizens Financial Group Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>174610105</cusip>
    <value>840840</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CME Group Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>12572Q105</cusip>
    <value>463743</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2100</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2100</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>CMS Energy Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>125896100</cusip>
    <value>10334997</value>
    <shrsOrPrnAmt>
      <sshPrnamt>135098</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>135098</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Coca-Cola Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>191216100</cusip>
    <value>11227451</value>
    <shrsOrPrnAmt>
      <sshPrnamt>138150</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>138150</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Cognizant Technology Solutio</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>192446102</cusip>
    <value>1272474</value>
    <shrsOrPrnAmt>
      <sshPrnamt>32855</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>32855</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Coinbase Global Inc</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>19260Q107</cusip>
    <value>292380</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Colgate-Palmolive Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>194162103</cusip>
    <value>9232176</value>
    <shrsOrPrnAmt>
      <sshPrnamt>100700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>100700</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Columbia Banking System Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>197236102</cusip>
    <value>3076800</value>
    <shrsOrPrnAmt>
      <sshPrnamt>96000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>96000</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Comcast Corp</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>20030N101</cusip>
    <value>7452349</value>
    <shrsOrPrnAmt>
      <sshPrnamt>303558</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>303558</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Compass Minerals Intl Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>20451N101</cusip>
    <value>10755415</value>
    <shrsOrPrnAmt>
      <sshPrnamt>345500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>345500</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ConnectOne Bancorp Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>20786W107</cusip>
    <value>4614720</value>
    <shrsOrPrnAmt>
      <sshPrnamt>138000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>138000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ConocoPhillips</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>20825C104</cusip>
    <value>6922904</value>
    <shrsOrPrnAmt>
      <sshPrnamt>66592</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>66592</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Consolidated Edison Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>209115104</cusip>
    <value>14142497</value>
    <shrsOrPrnAmt>
      <sshPrnamt>127836</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>127836</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Constellation Brands Inc</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>21036P108</cusip>
    <value>2492771</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17922</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>17922</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Constellium SE</nameOfIssuer>
    <titleOfClass>CL A SHS</titleOfClass>
    <cusip>F21107101</cusip>
    <value>9385715</value>
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      <sshPrnamt>294500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>294500</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Corning Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>219350105</cusip>
    <value>3853417</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15086</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15086</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Crown Holdings Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>228368106</cusip>
    <value>43106610</value>
    <shrsOrPrnAmt>
      <sshPrnamt>385500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>385500</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Cummins Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>231021106</cusip>
    <value>1075521</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1508</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1508</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Customers Bancorp Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>23204G100</cusip>
    <value>2768500</value>
    <shrsOrPrnAmt>
      <sshPrnamt>35000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>35000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>CVS Health Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>126650100</cusip>
    <value>7458745</value>
    <shrsOrPrnAmt>
      <sshPrnamt>72100</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>72100</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>DANA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>235825205</cusip>
    <value>6875967</value>
    <shrsOrPrnAmt>
      <sshPrnamt>252700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>252700</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Darden Restaurants Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>237194105</cusip>
    <value>2595726</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12600</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Deere &amp; Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>244199105</cusip>
    <value>3171650</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Delek US Hldgs Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>24665A103</cusip>
    <value>10207729</value>
    <shrsOrPrnAmt>
      <sshPrnamt>200900</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>200900</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Dell Technologies Inc</nameOfIssuer>
    <titleOfClass>CL C</titleOfClass>
    <cusip>24703L202</cusip>
    <value>29296134</value>
    <shrsOrPrnAmt>
      <sshPrnamt>67900</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>67900</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Deluxe Corp Medium Term Nts</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>248019101</cusip>
    <value>8088156</value>
    <shrsOrPrnAmt>
      <sshPrnamt>338700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>338700</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Devon Energy Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>25179M103</cusip>
    <value>305024</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7382</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7382</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Diamondback Energy Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>25278X109</cusip>
    <value>729311</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4149</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4149</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Diebold Nixdorf Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>253651202</cusip>
    <value>10857054</value>
    <shrsOrPrnAmt>
      <sshPrnamt>127700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>127700</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Diversified Healthcare Tr</nameOfIssuer>
    <titleOfClass>COM SH BEN INT</titleOfClass>
    <cusip>25525P107</cusip>
    <value>11227890</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1207300</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1207300</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Dollar Tree Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>256746108</cusip>
    <value>2419000</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>20000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Dominion Energy Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>25746U109</cusip>
    <value>5086034</value>
    <shrsOrPrnAmt>
      <sshPrnamt>74477</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>74477</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>DT Midstream Inc</nameOfIssuer>
    <titleOfClass>COMMON STOCK</titleOfClass>
    <cusip>23345M107</cusip>
    <value>22521655</value>
    <shrsOrPrnAmt>
      <sshPrnamt>153480</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>153480</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>DTE Energy Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>233331107</cusip>
    <value>6598230</value>
    <shrsOrPrnAmt>
      <sshPrnamt>43304</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>43304</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Duke Energy Corp</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>26441C204</cusip>
    <value>11289290</value>
    <shrsOrPrnAmt>
      <sshPrnamt>89187</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>89187</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>DXP Enterprises Inc</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>233377407</cusip>
    <value>9321029</value>
    <shrsOrPrnAmt>
      <sshPrnamt>55239</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>55239</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Dycom Industries Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>267475101</cusip>
    <value>72602724</value>
    <shrsOrPrnAmt>
      <sshPrnamt>143600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>143600</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Eagle Bancorp Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>268948106</cusip>
    <value>3832650</value>
    <shrsOrPrnAmt>
      <sshPrnamt>135000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>135000</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Eastern Bankshares Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>27627N105</cusip>
    <value>2446400</value>
    <shrsOrPrnAmt>
      <sshPrnamt>110000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>110000</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>eBay Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>278642103</cusip>
    <value>3173700</value>
    <shrsOrPrnAmt>
      <sshPrnamt>28400</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>28400</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>EchoStar Corp</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>278768106</cusip>
    <value>48405350</value>
    <shrsOrPrnAmt>
      <sshPrnamt>476900</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>476900</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Edison Intl</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>281020107</cusip>
    <value>1852390</value>
    <shrsOrPrnAmt>
      <sshPrnamt>24881</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>24881</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Enbridge Inc</nameOfIssuer>
    <titleOfClass>ADR</titleOfClass>
    <cusip>29250N105</cusip>
    <value>24641969</value>
    <shrsOrPrnAmt>
      <sshPrnamt>454565</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>454565</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Encore Cap Group Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>292554102</cusip>
    <value>10392506</value>
    <shrsOrPrnAmt>
      <sshPrnamt>111400</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>111400</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Enerflex Ltd</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29269R105</cusip>
    <value>8500068</value>
    <shrsOrPrnAmt>
      <sshPrnamt>346800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>346800</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Energy Transfer LP</nameOfIssuer>
    <titleOfClass>COM UT LTD PTN</titleOfClass>
    <cusip>29273V100</cusip>
    <value>10278836</value>
    <shrsOrPrnAmt>
      <sshPrnamt>537596</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>537596</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Enterprise Products Partners LP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>293792107</cusip>
    <value>10307136</value>
    <shrsOrPrnAmt>
      <sshPrnamt>280390</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>280390</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>EOG Resources Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26875P101</cusip>
    <value>3786170</value>
    <shrsOrPrnAmt>
      <sshPrnamt>29185</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>29185</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>EQT Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26884L109</cusip>
    <value>15165785</value>
    <shrsOrPrnAmt>
      <sshPrnamt>285232</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>285232</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Equinor ASA</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>29446M102</cusip>
    <value>7209440</value>
    <shrsOrPrnAmt>
      <sshPrnamt>229600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>229600</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Essential Utilities Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29670G102</cusip>
    <value>4302213</value>
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      <sshPrnamt>112300</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>112300</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Exelon Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30161N101</cusip>
    <value>8981856</value>
    <shrsOrPrnAmt>
      <sshPrnamt>192661</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>192661</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Expand Energy Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>165167735</cusip>
    <value>679913</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7456</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7456</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Extreme Networks Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30226D106</cusip>
    <value>250706</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7745</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7745</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Exxon Mobil Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30231G102</cusip>
    <value>6838324</value>
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      <sshPrnamt>50017</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>50017</Sole>
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      <None>0</None>
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    <nameOfIssuer>EZCORP Inc</nameOfIssuer>
    <titleOfClass>CL A NON VTG</titleOfClass>
    <cusip>302301106</cusip>
    <value>9776396</value>
    <shrsOrPrnAmt>
      <sshPrnamt>282800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>282800</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Federal National Mortgage Association</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>313586109</cusip>
    <value>195300</value>
    <shrsOrPrnAmt>
      <sshPrnamt>30000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>30000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Federal Rlty Invt Tr New</nameOfIssuer>
    <titleOfClass>SH BEN INT NEW</titleOfClass>
    <cusip>313745101</cusip>
    <value>2890841</value>
    <shrsOrPrnAmt>
      <sshPrnamt>23419</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>23419</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>FedEx Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>31428X106</cusip>
    <value>7264616</value>
    <shrsOrPrnAmt>
      <sshPrnamt>23200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>23200</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Fedex Fght Hldg Co Inc</nameOfIssuer>
    <titleOfClass>COMMON STOCK</titleOfClass>
    <cusip>314352105</cusip>
    <value>1804450</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11950</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11950</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Fiserv Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>337738108</cusip>
    <value>392400</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Flagstar Bank NA</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>649445400</cusip>
    <value>3167280</value>
    <shrsOrPrnAmt>
      <sshPrnamt>212000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>212000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Ford Motor Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>345370860</cusip>
    <value>7419792</value>
    <shrsOrPrnAmt>
      <sshPrnamt>533798</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>533798</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Fortinet Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>34959E109</cusip>
    <value>225821</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1470</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1470</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Fortis Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>349553107</cusip>
    <value>5847532</value>
    <shrsOrPrnAmt>
      <sshPrnamt>102176</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>102176</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Freeport McMoRan Inc</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>35671D857</cusip>
    <value>790150</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12564</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12564</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Garrett Motion Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>366505105</cusip>
    <value>13245688</value>
    <shrsOrPrnAmt>
      <sshPrnamt>365600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>365600</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>GE Vernova Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>36828A101</cusip>
    <value>680244</value>
    <shrsOrPrnAmt>
      <sshPrnamt>579</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>579</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>General Mtrs Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>37045V100</cusip>
    <value>1614286</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20943</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>20943</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>GigaCloud Technology Inc</nameOfIssuer>
    <titleOfClass>CLASS A ORD</titleOfClass>
    <cusip>G38644103</cusip>
    <value>6888800</value>
    <shrsOrPrnAmt>
      <sshPrnamt>218000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>218000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Gilead Sciences Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>375558103</cusip>
    <value>10764042</value>
    <shrsOrPrnAmt>
      <sshPrnamt>85199</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>85199</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Goldman Sachs Group Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>38141G104</cusip>
    <value>1314781</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1300</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1300</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Granite Construction Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>387328107</cusip>
    <value>52988416</value>
    <shrsOrPrnAmt>
      <sshPrnamt>335200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>335200</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>GSK PLC</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>37733W204</cusip>
    <value>6419353</value>
    <shrsOrPrnAmt>
      <sshPrnamt>122460</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>122460</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Halliburton Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>406216101</cusip>
    <value>681139</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20063</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>20063</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Hamilton Insurance Group Ltd</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>G42706104</cusip>
    <value>9530352</value>
    <shrsOrPrnAmt>
      <sshPrnamt>280800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>280800</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Hancock Whitney Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>410120109</cusip>
    <value>1270240</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>17000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Hartford Insurance Group Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>416515104</cusip>
    <value>2650400</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>20000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HCA Healthcare Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>40412C101</cusip>
    <value>2144395</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5500</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>HF Sinclair Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>403949100</cusip>
    <value>9688315</value>
    <shrsOrPrnAmt>
      <sshPrnamt>139100</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>139100</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Hilton Worldwide Hldgs Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>43300A203</cusip>
    <value>2601051</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7871</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7871</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Hingham Instn Svgs Mass</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>433323102</cusip>
    <value>3992950</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>13000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Home Depot Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>437076102</cusip>
    <value>10100755</value>
    <shrsOrPrnAmt>
      <sshPrnamt>28640</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>28640</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>HSBC Holdings PLC</nameOfIssuer>
    <titleOfClass>SPON ADR NEW</titleOfClass>
    <cusip>404280406</cusip>
    <value>6741881</value>
    <shrsOrPrnAmt>
      <sshPrnamt>70900</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>70900</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Huntington Bancshares Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>446150104</cusip>
    <value>177300</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>10000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Incyte Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>45337C102</cusip>
    <value>2856672</value>
    <shrsOrPrnAmt>
      <sshPrnamt>25200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>25200</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Independent Bank Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>453836108</cusip>
    <value>2846480</value>
    <shrsOrPrnAmt>
      <sshPrnamt>34000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>34000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Insight Enterprises Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>45765U103</cusip>
    <value>212297</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1743</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1743</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Intel Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>458140100</cusip>
    <value>5615639</value>
    <shrsOrPrnAmt>
      <sshPrnamt>40218</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>40218</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>International Business Machines Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>459200101</cusip>
    <value>6354221</value>
    <shrsOrPrnAmt>
      <sshPrnamt>22596</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>22596</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Jabil Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>466313103</cusip>
    <value>18113320</value>
    <shrsOrPrnAmt>
      <sshPrnamt>46989</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>46989</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Jacobs Solutions Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>46982L108</cusip>
    <value>31563000</value>
    <shrsOrPrnAmt>
      <sshPrnamt>250500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>250500</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>JB Hunt Transport Services Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>445658107</cusip>
    <value>3646818</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12600</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Johnson &amp; Johnson</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>478160104</cusip>
    <value>12520721</value>
    <shrsOrPrnAmt>
      <sshPrnamt>49300</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>49300</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Jones Lang LaSalle Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>48020Q107</cusip>
    <value>36016190</value>
    <shrsOrPrnAmt>
      <sshPrnamt>116200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
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    <votingAuthority>
      <Sole>173500</Sole>
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      <Sole>8172</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NIKE Inc</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
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    <votingAuthority>
      <Sole>149350</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NiSource Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <votingAuthority>
      <Sole>359381</Sole>
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      <None>0</None>
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    <nameOfIssuer>Northwest Natural Holding Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>66765N105</cusip>
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      <None>0</None>
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    <nameOfIssuer>Northwestern Energy Group Inc</nameOfIssuer>
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    <value>1124291</value>
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      <Sole>15698</Sole>
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      <None>0</None>
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    <nameOfIssuer>NOV Inc</nameOfIssuer>
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    <value>713396</value>
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      <sshPrnamt>38458</sshPrnamt>
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    <votingAuthority>
      <Sole>38458</Sole>
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      <None>0</None>
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    <nameOfIssuer>Nucor Corp</nameOfIssuer>
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      <Sole>3412</Sole>
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      <None>0</None>
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    <nameOfIssuer>NVR Inc</nameOfIssuer>
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      <sshPrnamt>300</sshPrnamt>
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    <votingAuthority>
      <Sole>300</Sole>
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      <None>0</None>
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    <nameOfIssuer>Oceaneering Intl Inc</nameOfIssuer>
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      <Sole>267086</Sole>
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    <nameOfIssuer>OceanFirst Financial Corp</nameOfIssuer>
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    <votingAuthority>
      <Sole>195000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Old Natl Bancorp Ind</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>680033107</cusip>
    <value>2279200</value>
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      <sshPrnamt>88000</sshPrnamt>
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      <Sole>88000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Omnicom Group Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>681919106</cusip>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>32600</Sole>
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    <nameOfIssuer>One Gas Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>6410297</value>
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      <sshPrnamt>83175</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>83175</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Oneok Inc</nameOfIssuer>
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      <sshPrnamt>360114</sshPrnamt>
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      <Sole>360114</Sole>
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    <nameOfIssuer>OneSpan Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>68287N100</cusip>
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      <Sole>11184</Sole>
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    </votingAuthority>
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    <nameOfIssuer>Opendoor Technologies Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>683712103</cusip>
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    <votingAuthority>
      <Sole>3734900</Sole>
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      <None>0</None>
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    <nameOfIssuer>Paccar Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>693718108</cusip>
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      <sshPrnamt>21636</sshPrnamt>
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    <votingAuthority>
      <Sole>21636</Sole>
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      <None>0</None>
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    <nameOfIssuer>PagerDuty Inc</nameOfIssuer>
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    <cusip>69553P100</cusip>
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    <votingAuthority>
      <Sole>18290</Sole>
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      <None>0</None>
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    <nameOfIssuer>Palo Alto Networks Inc</nameOfIssuer>
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    <cusip>697435105</cusip>
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      <sshPrnamt>733</sshPrnamt>
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      <Sole>733</Sole>
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      <None>0</None>
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    <nameOfIssuer>Par Pacific Holdings Inc</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>69888T207</cusip>
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    <nameOfIssuer>Patterson-UTI Energy Inc</nameOfIssuer>
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      <None>0</None>
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    <nameOfIssuer>PayPal Holdings Inc</nameOfIssuer>
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      <None>0</None>
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    <nameOfIssuer>PBF Energy Inc</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
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    <votingAuthority>
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    <nameOfIssuer>Peloton Interactive Inc</nameOfIssuer>
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    <cusip>70614W100</cusip>
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    <nameOfIssuer>Penn Entertainment Inc</nameOfIssuer>
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    <nameOfIssuer>Pentair PLC</nameOfIssuer>
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    <cusip>G7S00T104</cusip>
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    <nameOfIssuer>PepsiCo Inc</nameOfIssuer>
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    <nameOfIssuer>Petroleo Brasileiro SA - Petrobras</nameOfIssuer>
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      <sshPrnamt>855400</sshPrnamt>
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    <nameOfIssuer>Pfizer Inc</nameOfIssuer>
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    <nameOfIssuer>PG&amp;E Corp</nameOfIssuer>
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    <nameOfIssuer>Phibro Animal Health Corp</nameOfIssuer>
    <titleOfClass>CL A COM</titleOfClass>
    <cusip>71742Q106</cusip>
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    <nameOfIssuer>Philip Morris International Inc</nameOfIssuer>
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    <cusip>718172109</cusip>
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      <Sole>35300</Sole>
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    <nameOfIssuer>Phillips 66</nameOfIssuer>
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    <cusip>718546104</cusip>
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    <nameOfIssuer>Pitney Bowes Inc</nameOfIssuer>
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    <nameOfIssuer>Plains All American Pipeline LP</nameOfIssuer>
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    <cusip>726503105</cusip>
    <value>8976479</value>
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    <nameOfIssuer>PNC Finl Svcs Group Inc/The</nameOfIssuer>
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    <cusip>693475105</cusip>
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    <nameOfIssuer>PPL Corp</nameOfIssuer>
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    <nameOfIssuer>Primoris Services Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74164F103</cusip>
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    <nameOfIssuer>Procter &amp; Gamble Co</nameOfIssuer>
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    <nameOfIssuer>ProFrac Holding Corp</nameOfIssuer>
    <titleOfClass>CLASS A COM</titleOfClass>
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    <value>2774315</value>
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      <sshPrnamt>12700</sshPrnamt>
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    <votingAuthority>
      <Sole>12700</Sole>
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    <nameOfIssuer>Provident Financial Services Inc</nameOfIssuer>
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    <value>4255200</value>
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      <sshPrnamt>180000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>180000</Sole>
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      <None>0</None>
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    <nameOfIssuer>Public Service Enterprise Group Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>744573106</cusip>
    <value>13293196</value>
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      <sshPrnamt>163790</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>163790</Sole>
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      <None>0</None>
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    <nameOfIssuer>PulteGroup Inc</nameOfIssuer>
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    <cusip>745867101</cusip>
    <value>2771642</value>
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      <sshPrnamt>20200</sshPrnamt>
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    <votingAuthority>
      <Sole>20200</Sole>
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      <None>0</None>
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      <Sole>37800</Sole>
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      <None>0</None>
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    <nameOfIssuer>Regions Financial Corp New</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>7591EP100</cusip>
    <value>1077294</value>
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    <votingAuthority>
      <Sole>35672</Sole>
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      <None>0</None>
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    <nameOfIssuer>RGC Resources Inc</nameOfIssuer>
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    <value>328721</value>
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      <sshPrnamt>13754</sshPrnamt>
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    <votingAuthority>
      <Sole>13754</Sole>
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      <None>0</None>
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    <nameOfIssuer>Robinhood Markets Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>770700102</cusip>
    <value>701960</value>
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      <sshPrnamt>7000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Rollins Inc</nameOfIssuer>
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    <cusip>775711104</cusip>
    <value>1848999</value>
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      <sshPrnamt>44298</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>44298</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Ross Stores Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>778296103</cusip>
    <value>2631890</value>
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      <sshPrnamt>12365</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12365</Sole>
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      <None>0</None>
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    <nameOfIssuer>Royal Bank of Canada</nameOfIssuer>
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    <cusip>780087102</cusip>
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      <sshPrnamt>35000</sshPrnamt>
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    <votingAuthority>
      <Sole>35000</Sole>
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      <None>0</None>
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    <nameOfIssuer>Sanmina Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>801056102</cusip>
    <value>87919992</value>
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      <sshPrnamt>347400</sshPrnamt>
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      <Sole>347400</Sole>
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    <nameOfIssuer>Sasol Ltd</nameOfIssuer>
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    <value>6569580</value>
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    <nameOfIssuer>Scholastic Corp</nameOfIssuer>
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      <sshPrnamt>227000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>227000</Sole>
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      <None>0</None>
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    <nameOfIssuer>Schwab Charles Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>230675</value>
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      <sshPrnamt>2500</sshPrnamt>
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    <votingAuthority>
      <Sole>2500</Sole>
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    <nameOfIssuer>Seaboard Corp Del</nameOfIssuer>
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    <cusip>811543107</cusip>
    <value>8035794</value>
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      <sshPrnamt>1800</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1800</Sole>
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      <None>0</None>
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    <nameOfIssuer>Seagate Technology Hldgs PL</nameOfIssuer>
    <titleOfClass>ORD SHS</titleOfClass>
    <cusip>G7997R103</cusip>
    <value>866570</value>
    <shrsOrPrnAmt>
      <sshPrnamt>898</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>898</Sole>
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      <None>0</None>
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    <nameOfIssuer>Sempra</nameOfIssuer>
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    <cusip>816851109</cusip>
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      <sshPrnamt>279780</sshPrnamt>
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    <votingAuthority>
      <Sole>279780</Sole>
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      <None>0</None>
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    <nameOfIssuer>Shell PLC</nameOfIssuer>
    <titleOfClass>SPON ADS</titleOfClass>
    <cusip>780259305</cusip>
    <value>6179938</value>
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    <votingAuthority>
      <Sole>79700</Sole>
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      <None>0</None>
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    <nameOfIssuer>Sherwin-Williams Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>666604</value>
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      <sshPrnamt>1936</sshPrnamt>
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    <votingAuthority>
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    <nameOfIssuer>SLB Ltd</nameOfIssuer>
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    <nameOfIssuer>Smith A O Corp</nameOfIssuer>
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    <value>2201911</value>
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    <nameOfIssuer>Southern Co/The</nameOfIssuer>
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    <nameOfIssuer>Southwest Gas Holdings Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>844895102</cusip>
    <value>8018180</value>
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      <sshPrnamt>90417</sshPrnamt>
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    <nameOfIssuer>Spire Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>4719838</value>
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      <sshPrnamt>60441</sshPrnamt>
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    <votingAuthority>
      <Sole>60441</Sole>
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    <nameOfIssuer>Starbucks Corp</nameOfIssuer>
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    <cusip>855244109</cusip>
    <value>6325561</value>
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      <Sole>61900</Sole>
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    <nameOfIssuer>StoneX Group Inc</nameOfIssuer>
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    <cusip>861896108</cusip>
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    <votingAuthority>
      <Sole>564600</Sole>
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    <nameOfIssuer>Suncor Energy Inc</nameOfIssuer>
    <titleOfClass>ADR</titleOfClass>
    <cusip>867224107</cusip>
    <value>6253720</value>
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      <Sole>116500</Sole>
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    <nameOfIssuer>Synchrony Financial</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87165B103</cusip>
    <value>1064700</value>
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      <sshPrnamt>14000</sshPrnamt>
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    <votingAuthority>
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    <nameOfIssuer>Sysco Corp</nameOfIssuer>
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    <value>2808288</value>
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      <sshPrnamt>33600</sshPrnamt>
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    <nameOfIssuer>T Rowe Price Group Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74144T108</cusip>
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    <votingAuthority>
      <Sole>24800</Sole>
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    <nameOfIssuer>Targa Resources Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87612G101</cusip>
    <value>3896074</value>
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      <sshPrnamt>14530</sshPrnamt>
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      <Sole>14530</Sole>
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      <None>0</None>
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    <nameOfIssuer>TC Energy Corp</nameOfIssuer>
    <titleOfClass>ADR</titleOfClass>
    <cusip>87807B107</cusip>
    <value>27695962</value>
    <shrsOrPrnAmt>
      <sshPrnamt>417800</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>417800</Sole>
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      <None>0</None>
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    <nameOfIssuer>TD SYNNEX Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87162W100</cusip>
    <value>75282944</value>
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      <sshPrnamt>281600</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>281600</Sole>
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      <None>0</None>
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    <nameOfIssuer>TE Connectivity PLC</nameOfIssuer>
    <titleOfClass>ORD SHS</titleOfClass>
    <cusip>G87052109</cusip>
    <value>993131</value>
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      <sshPrnamt>4926</sshPrnamt>
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    <votingAuthority>
      <Sole>4926</Sole>
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    <nameOfIssuer>Telefonaktiebolaget LM Ericsson</nameOfIssuer>
    <titleOfClass>ADR B SEK 10</titleOfClass>
    <cusip>294821608</cusip>
    <value>119026</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10675</sshPrnamt>
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    <votingAuthority>
      <Sole>10675</Sole>
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    <nameOfIssuer>Tenaris SA</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>88031M109</cusip>
    <value>663549</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11958</sshPrnamt>
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      <Sole>11958</Sole>
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      <None>0</None>
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    <nameOfIssuer>Texas Instruments Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>882508104</cusip>
    <value>9061328</value>
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      <sshPrnamt>30400</sshPrnamt>
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    <votingAuthority>
      <Sole>30400</Sole>
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      <None>0</None>
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    <nameOfIssuer>TJX Cos Inc New</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>872540109</cusip>
    <value>2594286</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17124</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>17124</Sole>
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      <None>0</None>
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    <nameOfIssuer>T-Mobile US Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>872590104</cusip>
    <value>5417679</value>
    <shrsOrPrnAmt>
      <sshPrnamt>32300</sshPrnamt>
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      <Sole>62800</Sole>
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    <nameOfIssuer>Tractor Supply Co</nameOfIssuer>
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    <votingAuthority>
      <Sole>48800</Sole>
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    <cusip>89417E109</cusip>
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      <sshPrnamt>9500</sshPrnamt>
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    <votingAuthority>
      <Sole>9500</Sole>
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      <None>0</None>
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    <nameOfIssuer>TripAdvisor Inc</nameOfIssuer>
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    <value>151372</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11041</Sole>
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      <None>0</None>
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    <nameOfIssuer>Truist Finl Corp</nameOfIssuer>
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    <cusip>89832Q109</cusip>
    <value>1793520</value>
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    <votingAuthority>
      <Sole>36000</Sole>
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      <None>0</None>
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    <nameOfIssuer>Turtle Beach Corp</nameOfIssuer>
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    <value>150060</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12053</Sole>
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      <None>0</None>
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    <nameOfIssuer>Tutor Perini Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>901109108</cusip>
    <value>8396564</value>
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    <votingAuthority>
      <Sole>101200</Sole>
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    <nameOfIssuer>TXO Partners LP</nameOfIssuer>
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    <cusip>87313P103</cusip>
    <value>487500</value>
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      <sshPrnamt>39000</sshPrnamt>
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    <votingAuthority>
      <Sole>39000</Sole>
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      <None>0</None>
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    <nameOfIssuer>Tyson Foods Inc</nameOfIssuer>
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    <value>1950393</value>
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    <votingAuthority>
      <Sole>34068</Sole>
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      <None>0</None>
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    <nameOfIssuer>UGI Corp</nameOfIssuer>
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    <cusip>902681105</cusip>
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      <sshPrnamt>113952</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>113952</Sole>
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      <None>0</None>
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    <nameOfIssuer>Unilever PLC</nameOfIssuer>
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    <cusip>904767803</cusip>
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      <sshPrnamt>91044</sshPrnamt>
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    <votingAuthority>
      <Sole>91044</Sole>
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      <None>0</None>
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    <nameOfIssuer>Union Pacific Corp</nameOfIssuer>
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    <value>3128000</value>
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      <sshPrnamt>11500</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11500</Sole>
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      <None>0</None>
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    <nameOfIssuer>United Microelectronics Corp</nameOfIssuer>
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    <value>365458</value>
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      <sshPrnamt>13431</sshPrnamt>
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    <votingAuthority>
      <Sole>13431</Sole>
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      <None>0</None>
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    <nameOfIssuer>United Nat Foods Inc</nameOfIssuer>
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      <sshPrnamt>185483</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>185483</Sole>
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    <nameOfIssuer>United Parcel Service Inc</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
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    <value>2590750</value>
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      <sshPrnamt>24100</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>24100</Sole>
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    <nameOfIssuer>United Therapeutics Corp</nameOfIssuer>
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    <value>2980065</value>
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      <sshPrnamt>5500</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5500</Sole>
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      <None>0</None>
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    <nameOfIssuer>UnitedHealth Group Inc</nameOfIssuer>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>28850</Sole>
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    <nameOfIssuer>Unitil Corp</nameOfIssuer>
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      <sshPrnamt>15298</sshPrnamt>
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    <votingAuthority>
      <Sole>15298</Sole>
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      <None>0</None>
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    <nameOfIssuer>US Bancorp</nameOfIssuer>
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    <votingAuthority>
      <Sole>25400</Sole>
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    <nameOfIssuer>USA TODAY Co Inc</nameOfIssuer>
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    <cusip>36472T109</cusip>
    <value>10578522</value>
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      <Sole>1237254</Sole>
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    <nameOfIssuer>Valero Energy Corp</nameOfIssuer>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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    <nameOfIssuer>Verizon Communications Inc</nameOfIssuer>
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    <nameOfIssuer>Viatris Inc</nameOfIssuer>
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      <Sole>24074</Sole>
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    <nameOfIssuer>Visa Inc</nameOfIssuer>
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    <value>1200815</value>
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    <votingAuthority>
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    <nameOfIssuer>Vishay Intertechnology Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>928298108</cusip>
    <value>17214978</value>
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      <sshPrnamt>320100</sshPrnamt>
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    <votingAuthority>
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    <nameOfIssuer>Vistance Networks Inc</nameOfIssuer>
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    <cusip>20337X109</cusip>
    <value>28614420</value>
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      <sshPrnamt>2239000</sshPrnamt>
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    <votingAuthority>
      <Sole>2239000</Sole>
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      <None>0</None>
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    <nameOfIssuer>W R Berkley Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>084423102</cusip>
    <value>2708352</value>
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    <votingAuthority>
      <Sole>38400</Sole>
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      <None>0</None>
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    <nameOfIssuer>WaFd Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>938824109</cusip>
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      <sshPrnamt>96000</sshPrnamt>
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      <Sole>96000</Sole>
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    <nameOfIssuer>Wayfair Inc</nameOfIssuer>
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    <votingAuthority>
      <Sole>416500</Sole>
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    <nameOfIssuer>WEC Energy Group Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92939U106</cusip>
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      <Sole>151140</Sole>
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    <nameOfIssuer>Wells Fargo &amp; Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>949746101</cusip>
    <value>6974816</value>
    <shrsOrPrnAmt>
      <sshPrnamt>84400</sshPrnamt>
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    <votingAuthority>
      <Sole>84400</Sole>
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      <None>0</None>
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    <nameOfIssuer>WESCO Intl Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>95082P105</cusip>
    <value>9188438</value>
    <shrsOrPrnAmt>
      <sshPrnamt>26600</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>26600</Sole>
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      <None>0</None>
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    <nameOfIssuer>Western Digital Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>958102105</cusip>
    <value>3323899</value>
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      <sshPrnamt>5204</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5204</Sole>
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      <None>0</None>
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    <nameOfIssuer>Western Midstream Partners LP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>958669103</cusip>
    <value>4824978</value>
    <shrsOrPrnAmt>
      <sshPrnamt>110260</sshPrnamt>
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    <votingAuthority>
      <Sole>110260</Sole>
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      <None>0</None>
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    <nameOfIssuer>Western New England Bancorp Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>958892101</cusip>
    <value>2545400</value>
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      <sshPrnamt>178000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>178000</Sole>
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      <None>0</None>
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    <nameOfIssuer>Williams Cos Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>969457100</cusip>
    <value>32807803</value>
    <shrsOrPrnAmt>
      <sshPrnamt>441321</sshPrnamt>
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    <votingAuthority>
      <Sole>441321</Sole>
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      <None>0</None>
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    <nameOfIssuer>Williams-Sonoma Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>969904101</cusip>
    <value>2890440</value>
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      <sshPrnamt>12400</sshPrnamt>
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    <votingAuthority>
      <Sole>12400</Sole>
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      <None>0</None>
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    <nameOfIssuer>Wintrust Financial Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>97650W108</cusip>
    <value>2892960</value>
    <shrsOrPrnAmt>
      <sshPrnamt>18000</sshPrnamt>
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    <votingAuthority>
      <Sole>18000</Sole>
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      <None>0</None>
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    <nameOfIssuer>Wolverine World Wide Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>978097103</cusip>
    <value>18883872</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1142400</sshPrnamt>
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    <votingAuthority>
      <Sole>1142400</Sole>
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