The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 11,354 117,400 SH   SOLE   117,400 0 0
ACCO BRANDS CORP COM 00081T108 3,664 300,300 SH   SOLE   300,300 0 0
ADOBE SYS INC COM 00724F101 417 2,380 SH   SOLE   2,380 0 0
ADTALEM GLOBAL ED INC COM 00737L103 5,021 119,400 SH   SOLE   119,400 0 0
AIR PRODS & CHEMS INC COM 009158106 2,396 14,600 SH   SOLE   14,600 0 0
AK STL HLDG CORP COM 001547108 2,503 442,200 SH   SOLE   442,200 0 0
ALASKA AIR GROUP INC COM 011659109 1,529 20,800 SH   SOLE   20,800 0 0
ALCOA CORP COM 013872106 35,651 661,800 SH   SOLE   661,800 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 629 5,260 SH   SOLE   5,260 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 4,728 423,664 SH   SOLE   423,664 0 0
ALLIANT ENERGY CORP COM 018802108 6,094 143,008 SH   SOLE   143,008 0 0
ALPHABET INC CAP STK CL A 02079K305 1,987 1,886 SH   SOLE   1,886 0 0
ALTRIA GROUP INC COM 02209S103 4,999 70,000 SH   SOLE   70,000 0 0
AMAZON COM INC COM 023135106 1,780 1,522 SH   SOLE   1,522 0 0
AMEREN CORP COM 023608102 9,512 161,240 SH   SOLE   161,240 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 2,336 44,900 SH   SOLE   44,900 0 0
AMERICAN EQTY INVT LIFE HLD CO COM COM 025676206 32,746 1,065,600 SH   SOLE   1,065,600 0 0
AMERICAN EXPRESS CO COM 025816109 1,688 17,000 SH   SOLE   17,000 0 0
AMERICAN TOWER CORP COM 03027X100 1,193 8,360 SH   SOLE   8,360 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 482 5,270 SH   SOLE   5,270 0 0
AMERIPRISE FINL INC COM 03076C106 2,813 16,600 SH   SOLE   16,600 0 0
AMERISOURCEBERGEN CORP COM 03073E105 2,038 22,200 SH   SOLE   22,200 0 0
ANADARKO PETE CORP COM 032511107 403 7,520 SH   SOLE   7,520 0 0
APPLE INC COM 037833100 4,781 28,249 SH   SOLE   28,249 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS - A - G0457F107 6,363 614,800 SH   SOLE   614,800 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 6,163 177,600 SH   SOLE   177,600 0 0
AT&T INC COM 00206R102 4,785 123,060 SH   SOLE   123,060 0 0
ATMOS ENERGY CORP COM 049560105 63,824 743,086 SH   SOLE   743,086 0 0
AUTOZONE INC COM 053332102 1,921 2,700 SH   SOLE   2,700 0 0
AVANGRID INC COM 05351W103 4,309 85,200 SH   SOLE   85,200 0 0
AVISTA CORP COM 05379B107 4,921 95,572 SH   SOLE   95,572 0 0
AXALTA COATING SYS LTD COM G0750C108 520 16,080 SH   SOLE   16,080 0 0
BANC OF CALIFORNIA INC COM 05990K106 9,602 465,000 SH   SOLE   465,000 0 0
BANK AMER CORP COM 060505104 1,860 63,000 SH   SOLE   63,000 0 0
BANK MONTREAL QUE COM 063671101 5,457 68,200 SH   SOLE   68,200 0 0
BANK N S HALIFAX COM 064149107 5,485 85,000 SH   SOLE   85,000 0 0
BANKUNITED INC COM 06652K103 7,533 185,000 SH   SOLE   185,000 0 0
BANNER CORP COM NEW 06652V208 5,374 97,500 SH   SOLE   97,500 0 0
BCE INC COM NEW 05534B760 5,636 117,400 SH   SOLE   117,400 0 0
BENEFICIAL BANCORP INC COM 08171T102 3,208 195,000 SH   SOLE   195,000 0 0
BERKSHIRE HATHAWAY INC - CL A CL A 084670108 8,035 27 SH   SOLE   27 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,784 9,000 SH   SOLE   9,000 0 0
BEST BUY INC COM 086516101 3,156 46,100 SH   SOLE   46,100 0 0
BIOGEN INC COM 09062X103 2,389 7,500 SH   SOLE   7,500 0 0
BLACK HILLS CORP COM 092113109 12,247 203,747 SH   SOLE   203,747 0 0
BLACKROCK INC COM 09247X101 1,500 2,920 SH   SOLE   2,920 0 0
BOEING CO COM 097023105 10,808 36,650 SH   SOLE   36,650 0 0
BOFI HLDG INC COM 05566U108 3,588 120,000 SH   SOLE   120,000 0 0
BOISE CASCADE CO DEL COM 09739D100 33,336 835,500 SH   SOLE   835,500 0 0
BOSTON SCIENTIFIC CORP COM 101137107 473 19,070 SH   SOLE   19,070 0 0
BP PLC COM 055622104 6,540 155,600 SH   SOLE   155,600 0 0
BRIGHTHOUSE FINL INC COM 10922N103 529 9,027 SH   SOLE   9,027 0 0
BRINKS CO COM 109696104 30,407 386,365 SH   SOLE   386,365 0 0
BROADCOM LTD SHS Y09827109 524 2,040 SH   SOLE   2,040 0 0
BROOKLINE BANCORP INC DEL COM 11373M107 9,499 605,000 SH   SOLE   605,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 37,771 1,733,400 SH   SOLE   1,733,400 0 0
CAPITAL ONE FINL CORP COM 14040H105 797 8,000 SH   SOLE   8,000 0 0
CAPSTAR FINL HLDGS INC COM 14070T102 5,816 280,000 SH   SOLE   280,000 0 0
CARDINAL HEALTH INC COM 14149Y108 1,593 26,000 SH   SOLE   26,000 0 0
CATERPILLAR INC DEL COM 149123101 10,471 66,450 SH   SOLE   66,450 0 0
CBS CORP NEW CL B 124857202 1,876 31,800 SH   SOLE   31,800 0 0
CELGENE CORP COM 151020104 575 5,510 SH   SOLE   5,510 0 0
CENTERPOINT ENERGY INC COM 15189T107 25,496 899,028 SH   SOLE   899,028 0 0
CENTRAL GARDEN & PET CO COM 153527106 4,491 115,400 SH   SOLE   115,400 0 0
CENTURYLINK INC COM 156700106 3,538 212,100 SH   SOLE   212,100 0 0
CHEMOURS CO COM 163851108 6,032 120,500 SH   SOLE   120,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208 69,288 1,286,917 SH   SOLE   1,286,917 0 0
CHESAPEAKE UTILS CORP COM 165303108 7,160 91,158 SH   SOLE   91,158 0 0
CHEVRON CORP NEW COM 166764100 12,190 97,375 SH   SOLE   97,375 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 4,690 92,800 SH   SOLE   92,800 0 0
CHURCH & DWIGHT INC COM 171340102 494 9,856 SH   SOLE   9,856 0 0
CIMAREX ENERGY CO COM 171798101 390 3,200 SH   SOLE   3,200 0 0
CINTAS CORP COM 172908105 1,060 6,800 SH   SOLE   6,800 0 0
CISCO SYS INC COM 17275R102 12,465 325,460 SH   SOLE   325,460 0 0
CITIGROUP INC COM NEW 172967424 1,674 22,500 SH   SOLE   22,500 0 0
CITIZENS FINL GROUP INC COM 174610105 840 20,000 SH   SOLE   20,000 0 0
CLIFTON BANCORP INC COM 186873105 2,822 165,000 SH   SOLE   165,000 0 0
CME GROUP INC COM CL A 12572Q105 665 4,550 SH   SOLE   4,550 0 0
CMS ENERGY CORP COM 125896100 29,728 628,498 SH   SOLE   628,498 0 0
COCA COLA CO COM 191216100 11,401 248,500 SH   SOLE   248,500 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 5,753 143,900 SH   SOLE   143,900 0 0
COMCAST CORP NEW CL A 20030N101 576 14,380 SH   SOLE   14,380 0 0
CONCHO RES INC COM 20605P101 512 3,410 SH   SOLE   3,410 0 0
CONNECTONE BANCORP INC NEW COM 20786W107 6,566 255,000 SH   SOLE   255,000 0 0
CONSOLIDATED EDISON INC COM 209115104 33,975 399,936 SH   SOLE   399,936 0 0
CONSTELLATION BRANDS INC CL A 21036P108 784 3,430 SH   SOLE   3,430 0 0
CONTINENTAL RESOURCES INC COM 212015101 426 8,050 SH   SOLE   8,050 0 0
COOPER COS INC COM NEW 216648402 769 3,530 SH   SOLE   3,530 0 0
CORNING NAT GAS HLDG CORP COM 219387107 350 17,949 SH   SOLE   17,949 0 0
COSAN LTD SHS A G25343107 4,193 432,300 SH   SOLE   432,300 0 0
COSTCO WHSL CORP NEW COM 22160K105 790 4,245 SH   SOLE   4,245 0 0
CUMMINS INC COM 231021106 2,455 13,900 SH   SOLE   13,900 0 0
CVR ENERGY INC COM 12662P108 36,145 970,600 SH   SOLE   970,600 0 0
DANA INC COM 235825205 31,168 973,700 SH   SOLE   973,700 0 0
DARDEN RESTAURANTS INC COM 237194105 2,641 27,500 SH   SOLE   27,500 0 0
DEERE & CO COM 244199105 2,927 18,700 SH   SOLE   18,700 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,979 53,200 SH   SOLE   53,200 0 0
DIME CMNTY BANCSHARES COM 253922108 6,390 305,000 SH   SOLE   305,000 0 0
DISNEY WALT CO COM DISNEY 254687106 1,989 18,500 SH   SOLE   18,500 0 0
DOLLAR GEN CORP NEW COM 256677105 2,502 26,900 SH   SOLE   26,900 0 0
DOMINION ENERGY INC COM 25746U109 66,047 814,796 SH   SOLE   814,796 0 0
DTE ENERGY CO COM 233331107 32,576 297,604 SH   SOLE   297,604 0 0
DUKE ENERGY CORP NEW COM 26441C204 35,645 423,787 SH   SOLE   423,787 0 0
DXP ENTERPRISES INC NEW COM NEW 233377407 3,034 102,600 SH   SOLE   102,600 0 0
EAGLE BANCORP INC MD COM 268948106 6,253 108,000 SH   SOLE   108,000 0 0
EAST WEST BANCORP INC COM 27579R104 730 12,000 SH   SOLE   12,000 0 0
EATON CORP PLC SHS G29183103 5,689 72,000 SH   SOLE   72,000 0 0
EMERSON ELEC CO COM 291011104 6,007 86,200 SH   SOLE   86,200 0 0
ENBRIDGE INC COM 29250N105 66,908 1,710,765 SH   SOLE   1,710,765 0 0
ENCORE CAP GROUP INC COM 292554102 26,527 630,100 SH   SOLE   630,100 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 3,599 208,500 SH   SOLE   208,500 0 0
ENTERGY CORP NEW COM 29364G103 941 11,560 SH   SOLE   11,560 0 0
EOG RES INC COM 26875P101 543 5,030 SH   SOLE   5,030 0 0
EQT CORP COM 26884L109 18,441 323,982 SH   SOLE   323,982 0 0
EVERSOURCE ENERGY COM 30040W108 15,357 243,075 SH   SOLE   243,075 0 0
EXELON CORP COM 30161N101 14,449 366,631 SH   SOLE   366,631 0 0
EXTREME NETWORKS INC COM 30226D106 8,433 673,600 SH   SOLE   673,600 0 0
EXXON MOBIL CORP COM 30231G102 11,204 133,960 SH   SOLE   133,960 0 0
FACEBOOK INC CL A 30303M102 1,364 7,730 SH   SOLE   7,730 0 0
FCB FINL HLDGS INC CL A 30255G103 8,128 160,000 SH   SOLE   160,000 0 0
FIFTH THIRD BANCORP COM 316773100 1,153 38,000 SH   SOLE   38,000 0 0
FIRST BANCORP P R COM NEW 318672706 2,270 445,000 SH   SOLE   445,000 0 0
FIRST CONN BANCORP INC MD COM 319850103 4,576 175,000 SH   SOLE   175,000 0 0
FIRST REP BK SAN FRANCISCO CAL COM COM 33616C100 780 9,000 SH   SOLE   9,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 847 4,400 SH   SOLE   4,400 0 0
FLUSHING FINL CORP COM 343873105 6,875 250,000 SH   SOLE   250,000 0 0
FOOT LOCKER INC COM 344849104 1,360 29,000 SH   SOLE   29,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 5,221 418,045 SH   SOLE   418,045 0 0
FORTIS INC COM 349553107 18,290 498,776 SH   SOLE   498,776 0 0
FORTIVE CORP COM 34959J108 957 13,230 SH   SOLE   13,230 0 0
FREEPORT-MCMORAN INC CL B 35671D857 4,602 242,700 SH   SOLE   242,700 0 0
FTD COS INC COM 30281V108 72 10,080 SH   SOLE   10,080 0 0
GAP INC DEL COM 364760108 2,953 86,700 SH   SOLE   86,700 0 0
GENERAL ELECTRIC CO COM 369604103 6,795 389,384 SH   SOLE   389,384 0 0
GENERAL MLS INC COM 370334104 5,034 84,900 SH   SOLE   84,900 0 0
GENERAL MTRS CO COM 37045V100 5,792 141,300 SH   SOLE   141,300 0 0
GILEAD SCIENCES INC COM 375558103 2,171 30,300 SH   SOLE   30,300 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 4,448 125,400 SH   SOLE   125,400 0 0
GLOBAL PMTS INC COM 37940X102 1,453 14,500 SH   SOLE   14,500 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,596 10,190 SH   SOLE   10,190 0 0
GREEN BANCORP INC COM 39260X100 5,481 270,000 SH   SOLE   270,000 0 0
GREIF INC CL A 397624107 4,004 66,100 SH   SOLE   66,100 0 0
GUARANTY BANCSHARES INC TEX COM 400764106 1,533 50,000 SH   SOLE   50,000 0 0
HARLEY DAVIDSON INC COM 412822108 1,811 35,600 SH   SOLE   35,600 0 0
HCA HEALTHCARE INC COM 40412C101 2,143 24,400 SH   SOLE   24,400 0 0
HEWLETT PACKARD ENTERPRISE CO COM COM 42824C109 2,378 165,619 SH   SOLE   165,619 0 0
HINGHAM INSTN SVGS MASS COM 433323102 9,936 48,000 SH   SOLE   48,000 0 0
HOLLYFRONTIER CORP COM 436106108 36,755 717,600 SH   SOLE   717,600 0 0
HOME DEPOT INC COM 437076102 1,329 7,010 SH   SOLE   7,010 0 0
HOPE BANCORP INC COM 43940T109 2,829 155,000 SH   SOLE   155,000 0 0
HP INC COM 40434L105 8,944 425,700 SH   SOLE   425,700 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 6,620 128,200 SH   SOLE   128,200 0 0
HUNT J B TRANS SVCS INC COM 445658107 2,369 20,600 SH   SOLE   20,600 0 0
HUNTSMAN CORP COM 447011107 32,045 962,600 SH   SOLE   962,600 0 0
IBERIABANK CORP COM 450828108 6,975 90,000 SH   SOLE   90,000 0 0
INDEPENDENT BANK CORP MASS COM 453836108 4,366 62,500 SH   SOLE   62,500 0 0
INGERSOLL-RAND PLC SHS G47791101 424 4,750 SH   SOLE   4,750 0 0
INSIGHT ENTERPRISES INC COM 45765U103 3,343 87,300 SH   SOLE   87,300 0 0
INTEL CORP COM 458140100 4,134 89,550 SH   SOLE   89,550 0 0
INTERCONTINENTAL EXCHANGE INC COM COM 45866F104 880 12,470 SH   SOLE   12,470 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 12,013 78,302 SH   SOLE   78,302 0 0
INTERPUBLIC GROUP COS INC COM 460690100 1,768 87,700 SH   SOLE   87,700 0 0
INTL PAPER CO COM 460146103 5,742 99,100 SH   SOLE   99,100 0 0
JPMORGAN CHASE & CO. COM 46625H100 3,782 35,370 SH   SOLE   35,370 0 0
K12 INC COM 48273U102 3,361 211,400 SH   SOLE   211,400 0 0
KB HOME COM 48666K109 34,238 1,071,600 SH   SOLE   1,071,600 0 0
KEARNY FINL CORP MD COM 48716P108 4,335 300,000 SH   SOLE   300,000 0 0
KEMET CORP COM NEW 488360207 7,254 481,700 SH   SOLE   481,700 0 0
KEMPER CORP DEL COM 488401100 32,245 468,000 SH   SOLE   468,000 0 0
KINDER MORGAN INC DEL COM 49456B101 66,843 3,699,101 SH   SOLE   3,699,101 0 0
KLA-TENCOR CORP COM 482480100 2,521 23,998 SH   SOLE   23,998 0 0
KORN FERRY INTL COM NEW 500643200 30,340 733,200 SH   SOLE   733,200 0 0
KROGER CO COM 501044101 1,691 61,600 SH   SOLE   61,600 0 0
KRONOS WORLDWIDE INC COM 50105F105 7,350 285,200 SH   SOLE   285,200 0 0
L BRANDS INC COM 501797104 2,078 34,500 SH   SOLE   34,500 0 0
LAS VEGAS SANDS CORP COM 517834107 6,942 99,900 SH   SOLE   99,900 0 0
LEAR CORP COM NEW 521865204 2,562 14,500 SH   SOLE   14,500 0 0
LGI HOMES INC COM 50187T106 36,247 483,100 SH   SOLE   483,100 0 0
LINCOLN NATL CORP IND COM 534187109 4,189 54,500 SH   SOLE   54,500 0 0
LOCKHEED MARTIN CORP COM 539830109 2,536 7,900 SH   SOLE   7,900 0 0
LYONDELLBASELL INDUSTRIES N V SHS - A - SHS - A - N53745100 6,222 56,400 SH   SOLE   56,400 0 0
MANITOWOC CO INC COM NEW 563571405 29,631 753,200 SH   SOLE   753,200 0 0
MANULIFE FINL CORP COM 56501R106 5,974 286,400 SH   SOLE   286,400 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,841 18,768 SH   SOLE   18,768 0 0
MCDERMOTT INTL INC COM 580037109 3,166 481,100 SH   SOLE   481,100 0 0
MCKESSON CORP COM 58155Q103 2,230 14,300 SH   SOLE   14,300 0 0
MDU RES GROUP INC COM 552690109 16,596 617,407 SH   SOLE   617,407 0 0
MERCK & CO INC COM 58933Y105 2,192 38,950 SH   SOLE   38,950 0 0
MERIDIAN BANCORP INC MD COM 58958U103 7,931 385,000 SH   SOLE   385,000 0 0
MERITOR INC COM 59001K100 33,210 1,415,600 SH   SOLE   1,415,600 0 0
META FINL GROUP INC COM 59100U108 2,965 32,000 SH   SOLE   32,000 0 0
METLIFE INC COM 59156R108 5,021 99,300 SH   SOLE   99,300 0 0
MGE ENERGY INC COM 55277P104 2,917 46,229 SH   SOLE   46,229 0 0
MICRO FOCUS INTERNATIONAL PLC SPON ADR NEW SPON ADR NEW 594837304 741 22,054 SH   SOLE   22,054 0 0
MICROSOFT CORP COM 594918104 2,416 28,240 SH   SOLE   28,240 0 0
MIDLAND STS BANCORP INC ILL COM 597742105 3,573 110,000 SH   SOLE   110,000 0 0
MOHAWK INDS INC COM 608190104 599 2,170 SH   SOLE   2,170 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 600 9,480 SH   SOLE   9,480 0 0
MOODYS CORP COM 615369105 1,624 11,000 SH   SOLE   11,000 0 0
MORGAN STANLEY COM 617446448 1,679 32,000 SH   SOLE   32,000 0 0
NATIONAL FUEL GAS CO N J COM 636180101 22,948 417,924 SH   SOLE   417,924 0 0
NATIONAL GRID PLC SPON ADR NEW 636274409 67,064 1,140,345 SH   SOLE   1,140,345 0 0
NCR CORP NEW COM 62886E108 2,893 85,100 SH   SOLE   85,100 0 0
NEW JERSEY RES COM 646025106 17,593 437,634 SH   SOLE   437,634 0 0
NEWFIELD EXPL CO COM 651290108 406 12,880 SH   SOLE   12,880 0 0
NISOURCE INC COM 65473P105 38,166 1,486,781 SH   SOLE   1,486,781 0 0
NOKIA CORP SPONSORED ADR 654902204 70 14,919 SH   SOLE   14,919 0 0
NORDSTROM INC COM 655664100 2,151 45,400 SH   SOLE   45,400 0 0
NORTHROP GRUMMAN CORP COM 666807102 730 2,380 SH   SOLE   2,380 0 0
NORTHWEST NAT GAS CO COM 667655104 12,843 215,303 SH   SOLE   215,303 0 0
NORTHWESTERN CORP COM NEW 668074305 4,561 76,398 SH   SOLE   76,398 0 0
NRG ENERGY INC COM 629377508 30,869 1,083,900 SH   SOLE   1,083,900 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 601 2,500 SH   SOLE   2,500 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 5,919 80,360 SH   SOLE   80,360 0 0
OCEANFIRST FINL CORP COM 675234108 7,613 290,000 SH   SOLE   290,000 0 0
OLYMPIC STEEL INC COM 68162K106 3,318 154,400 SH   SOLE   154,400 0 0
OMNICOM GROUP INC COM 681919106 1,733 23,800 SH   SOLE   23,800 0 0
ON ASSIGNMENT INC COM 682159108 31,994 497,800 SH   SOLE   497,800 0 0
ONE GAS INC COM 68235P108 28,548 389,675 SH   SOLE   389,675 0 0
OPUS BK IRVINE CALIF COM 684000102 9,692 355,000 SH   SOLE   355,000 0 0
OSHKOSH CORP COM 688239201 5,153 56,700 SH   SOLE   56,700 0 0
PACWEST BANCORP DEL COM 695263103 4,788 95,000 SH   SOLE   95,000 0 0
PATRICK INDS INC COM 703343103 4,875 70,200 SH   SOLE   70,200 0 0
PAYPAL HLDGS INC COM 70450Y103 1,693 23,000 SH   SOLE   23,000 0 0
PCM INC COM 69323K100 1,402 141,600 SH   SOLE   141,600 0 0
PENN NATL GAMING INC COM 707569109 35,347 1,128,200 SH   SOLE   1,128,200 0 0
PFIZER INC COM 717081103 11,493 317,300 SH   SOLE   317,300 0 0
PG&E CORP COM 69331C108 42,268 942,849 SH   SOLE   942,849 0 0
PHILIP MORRIS INTL INC COM 718172109 5,113 48,400 SH   SOLE   48,400 0 0
PHILLIPS 66 COM 718546104 6,757 66,800 SH   SOLE   66,800 0 0
PINNACLE ENTMT INC NEW COM 72348Y105 37,008 1,130,700 SH   SOLE   1,130,700 0 0
PLAINS GP HLDGS L P SH A REP LTPN 72651A207 14,141 644,255 SH   SOLE   644,255 0 0
PLATFORM SPECIALTY PRODS CORP COM COM 72766Q105 2,992 301,600 SH   SOLE   301,600 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,371 9,500 SH   SOLE   9,500 0 0
PPL CORP COM 69351T106 14,436 466,419 SH   SOLE   466,419 0 0
PRICE T ROWE GROUP INC COM 74144T108 3,137 29,900 SH   SOLE   29,900 0 0
PROCTER AND GAMBLE CO COM 742718109 5,692 61,950 SH   SOLE   61,950 0 0
PROVIDENT FINL SVCS INC COM 74386T105 3,371 125,000 SH   SOLE   125,000 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 31,801 617,490 SH   SOLE   617,490 0 0
PULTE GROUP INC COM 745867101 32,668 982,500 SH   SOLE   982,500 0 0
Q2 HLDGS INC COM 74736L109 1,843 50,000 SH   SOLE   50,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 867 9,710 SH   SOLE   9,710 0 0
RAYTHEON CO COM NEW 755111507 1,090 5,800 SH   SOLE   5,800 0 0
REGENERON PHARMACEUTICALS COM 75886F107 756 2,010 SH   SOLE   2,010 0 0
RGC RES INC COM 74955L103 1,539 56,849 SH   SOLE   56,849 0 0
RIO TINTO PLC SPONSORED ADR 767204100 6,616 125,000 SH   SOLE   125,000 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 5,773 70,700 SH   SOLE   70,700 0 0
ROYAL DUTCH SHELL PLC SPON ADR A 780259206 6,724 100,800 SH   SOLE   100,800 0 0
RUSH ENTERPRISES INC CL A 781846209 30,953 609,200 SH   SOLE   609,200 0 0
SALESFORCE COM INC COM 79466L302 623 6,090 SH   SOLE   6,090 0 0
SANDERSON FARMS INC COM 800013104 27,645 199,200 SH   SOLE   199,200 0 0
SCANA CORP NEW COM 80589M102 6,702 168,466 SH   SOLE   168,466 0 0
SCHLUMBERGER LTD COM 806857108 661 9,813 SH   SOLE   9,813 0 0
SCHWAB CHARLES CORP NEW COM 808513105 1,798 35,000 SH   SOLE   35,000 0 0
SCIENCE APPLICATNS INTL CP NEW COM COM 808625107 3,573 46,659 SH   SOLE   46,659 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 42,174 822,100 SH   SOLE   822,100 0 0
SEMPRA ENERGY COM 816851109 60,874 569,340 SH   SOLE   569,340 0 0
SHERWIN WILLIAMS CO COM 824348106 955 2,330 SH   SOLE   2,330 0 0
SHIRE PLC SPONSORED ADR 82481R106 935 6,030 SH   SOLE   6,030 0 0
SIERRA WIRELESS INC COM 826516106 3,155 154,300 SH   SOLE   154,300 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 892 6,500 SH   SOLE   6,500 0 0
SITEONE LANDSCAPE SUPPLY INC COM COM 82982L103 37,307 486,400 SH   SOLE   486,400 0 0
SKYWEST INC COM 830879102 5,783 108,900 SH   SOLE   108,900 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,098 22,100 SH   SOLE   22,100 0 0
SOUTH JERSEY INDS INC COM 838518108 12,513 400,671 SH   SOLE   400,671 0 0
SOUTHERN CO COM 842587107 43,772 910,200 SH   SOLE   910,200 0 0
SOUTHWEST AIRLS CO COM 844741108 2,500 38,200 SH   SOLE   38,200 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 25,538 317,317 SH   SOLE   317,317 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 406 3,610 SH   SOLE   3,610 0 0
SPIRE INC COM 84857L101 23,183 308,491 SH   SOLE   308,491 0 0
SPRINT CORP COM SER 1 85207U105 2,580 438,100 SH   SOLE   438,100 0 0
SPX CORP COM 784635104 4,862 154,900 SH   SOLE   154,900 0 0
SQUARE INC CL A 852234103 347 10,000 SH   SOLE   10,000 0 0
STARBUCKS CORP COM 855244109 555 9,670 SH   SOLE   9,670 0 0
STATOIL ASA SPONSORED ADR 85771P102 6,413 299,400 SH   SOLE   299,400 0 0
STEEL DYNAMICS INC COM 858119100 4,429 102,700 SH   SOLE   102,700 0 0
STERLING BANCORP DEL COM 85917A100 5,166 210,000 SH   SOLE   210,000 0 0
STERLING BANCORP INC COM 85917W102 508 40,000 SH   SOLE   40,000 0 0
STERLING CONSTRUCTION CO INC COM COM 859241101 6,989 429,300 SH   SOLE   429,300 0 0
SUNCOR ENERGY INC NEW COM 867224107 6,077 165,500 SH   SOLE   165,500 0 0
SUNTRUST BKS INC COM 867914103 1,615 25,000 SH   SOLE   25,000 0 0
TAPESTRY INC COM 876030107 2,388 54,000 SH   SOLE   54,000 0 0
TARGET CORP COM 87612E106 7,151 109,600 SH   SOLE   109,600 0 0
TELLURIAN INC NEW COM 87968A104 8,042 825,690 SH   SOLE   825,690 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR SPONSORED ADR 881624209 2,791 147,300 SH   SOLE   147,300 0 0
THOMSON REUTERS CORP COM 884903105 5,322 122,100 SH   SOLE   122,100 0 0
THOR INDS INC COM 885160101 40,758 270,420 SH   SOLE   270,420 0 0
TITAN INTL INC ILL COM 88830M102 3,751 291,200 SH   SOLE   291,200 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 5,776 98,600 SH   SOLE   98,600 0 0
TOTAL S A SPONSORED ADR 89151E109 5,733 103,700 SH   SOLE   103,700 0 0
TOTAL SYS SVCS INC COM 891906109 1,732 21,900 SH   SOLE   21,900 0 0
TRANSCANADA CORP COM 89353D107 66,484 1,366,853 SH   SOLE   1,366,853 0 0
TRINET GROUP INC COM 896288107 39,706 895,500 SH   SOLE   895,500 0 0
TRINSEO S A COM L9340P101 4,008 55,200 SH   SOLE   55,200 0 0
TRONOX LTD SHS CL A Q9235V101 5,493 267,800 SH   SOLE   267,800 0 0
TTM TECHNOLOGIES INC COM 87305R109 3,440 219,500 SH   SOLE   219,500 0 0
TUTOR PERINI CORP COM 901109108 3,263 128,700 SH   SOLE   128,700 0 0
UGI CORP NEW COM 902681105 15,294 325,752 SH   SOLE   325,752 0 0
UNION PAC CORP COM 907818108 3,647 27,198 SH   SOLE   27,198 0 0
UNITED CONTL HLDGS INC COM 910047109 1,901 28,200 SH   SOLE   28,200 0 0
UNITED FINL BANCORP INC NEW COM 910304104 3,969 225,000 SH   SOLE   225,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 8,114 68,100 SH   SOLE   68,100 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,226 5,560 SH   SOLE   5,560 0 0
UNITIL CORP COM 913259107 2,746 60,198 SH   SOLE   60,198 0 0
UNIVAR INC COM 91336L107 4,053 130,900 SH   SOLE   130,900 0 0
UNUM GROUP COM 91529Y106 4,408 80,300 SH   SOLE   80,300 0 0
US BANCORP DEL COM NEW 902973304 857 16,000 SH   SOLE   16,000 0 0
V F CORP COM 918204108 10,316 139,400 SH   SOLE   139,400 0 0
VALERO ENERGY CORP NEW COM 91913Y100 7,180 78,115 SH   SOLE   78,115 0 0
VARIAN MED SYS INC COM 92220P105 2,834 25,500 SH   SOLE   25,500 0 0
VECTREN CORP COM 92240G101 21,432 329,628 SH   SOLE   329,628 0 0
VERITIV CORP COM 923454102 2,003 69,300 SH   SOLE   69,300 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 13,981 264,150 SH   SOLE   264,150 0 0
VISA INC CL A 92826C839 3,206 28,120 SH   SOLE   28,120 0 0
VISTEON CORP COM NEW 92839U206 30,134 240,800 SH   SOLE   240,800 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 6,463 202,600 SH   SOLE   202,600 0 0
VULCAN MATLS CO COM 929160109 759 5,910 SH   SOLE   5,910 0 0
WASHINGTON FED INC COM 938824109 7,021 205,000 SH   SOLE   205,000 0 0
WASTE CONNECTIONS INC COM 94106B101 1,058 14,920 SH   SOLE   14,920 0 0
WEC ENERGY GROUP INC COM 92939U106 43,893 660,740 SH   SOLE   660,740 0 0
WELLS FARGO CO NEW COM 949746101 667 11,000 SH   SOLE   11,000 0 0
WESTERN ALLIANCE BANCORP COM 957638109 1,840 32,500 SH   SOLE   32,500 0 0
WESTERN UN CO COM 959802109 1,930 101,500 SH   SOLE   101,500 0 0
WGL HLDGS INC COM 92924F106 25,138 292,842 SH   SOLE   292,842 0 0
WILLDAN GROUP INC COM 96924N100 3,433 143,400 SH   SOLE   143,400 0 0
WINNEBAGO INDS INC COM 974637100 41,567 747,600 SH   SOLE   747,600 0 0
WINTRUST FINL CORP COM 97650W108 4,119 50,000 SH   SOLE   50,000 0 0
WSFS FINL CORP COM 929328102 359 7,500 SH   SOLE   7,500 0 0
XCEL ENERGY INC COM 98389B100 20,610 428,399 SH   SOLE   428,399 0 0
XENITH BANKSHARES INC NEW COM NEW 984102202 5,413 160,000 SH   SOLE   160,000 0 0
XPO LOGISTICS INC COM 983793100 45,236 493,900 SH   SOLE   493,900 0 0
YUM BRANDS INC COM 988498101 2,481 30,400 SH   SOLE   30,400 0 0
ZIONS BANCORPORATION COM 989701107 1,067 21,000 SH   SOLE   21,000 0 0