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
Expires: July 31, 2015
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
M & T BK CORP COM 55261F104 30,155,867 126,700 SH SOLE 126,700 0 0
MGIC INVT CORP WIS COM 552848103 31,186,380 1,105,900 SH SOLE 1,105,900 0 0
MICRON TECHNOLOGY INC COM 595112103 29,873,025 25,880 SH SOLE 25,880 0 0
NEXTERA ENERGY INC COM 65339F101 28,200,501 321,300 SH SOLE 321,300 0 0
NNN REIT INC COM 637417106 29,230,146 628,200 SH SOLE 628,200 0 0
NORTHROP GRUMMAN CORP COM 666807102 26,117,417 51,280 SH SOLE 51,280 0 0
REGENCY CTRS CORP COM 758849103 28,873,854 362,100 SH SOLE 362,100 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 29,659,420 982,100 SH SOLE 982,100 0 0
RAYMOND JAMES FINL INC COM 754730109 28,520,828 187,600 SH SOLE 187,600 0 0
RESMED INC COM 761152107 29,348,928 150,600 SH SOLE 150,600 0 0
NEWMONT CORP COM 651639106 23,480,760 251,400 SH SOLE 251,400 0 0
NATIONAL FUEL GAS CO COM 636180101 27,803,321 360,100 SH SOLE 360,100 0 0
NETAPP INC COM 64110D104 24,250,892 156,700 SH SOLE 156,700 0 0
NORTHERN TR CORP COM 665859104 28,179,464 162,100 SH SOLE 162,100 0 0
NVIDIA CORPORATION COM 67066G104 24,711,115 123,500 SH SOLE 123,500 0 0
NEW YORK TIMES CO MTN BE CL A 650111107 25,605,682 365,900 SH SOLE 365,900 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 28,527,740 351,500 SH SOLE 351,500 0 0
PEPSICO INC COM 713448108 26,254,060 193,900 SH SOLE 193,900 0 0
PROCTER & GAMBLE CO COM 742718109 28,668,120 195,500 SH SOLE 195,500 0 0
PROGRESSIVE CORP COM 743315103 30,561,155 139,900 SH SOLE 139,900 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 31,411,128 99,120 SH SOLE 99,120 0 0
ROCKWELL AUTOMATION INC COM 773903109 29,407,752 59,400 SH SOLE 59,400 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 29,289,824 614,300 SH SOLE 614,300 0 0
ONEMAIN HLDGS INC COM 68268W103 30,783,753 504,900 SH SOLE 504,900 0 0
OLD REP INTL CORP COM 680223104 30,338,088 741,400 SH SOLE 741,400 0 0
PNC FINL SVCS GROUP INC COM 693475105 9,504,092 38,600 SH SOLE 38,600 0 0
PINNACLE WEST CAP CORP COM 723484101 22,919,400 214,200 SH SOLE 214,200 0 0
PPG INDS INC COM 693506107 29,376,438 242,200 SH SOLE 242,200 0 0
PRIMERICA INC COM 74164M108 30,091,096 105,880 SH SOLE 105,880 0 0
PHILLIPS 66 COM 718546104 25,492,740 150,800 SH SOLE 150,800 0 0
QUALCOMM INC COM 747525103 21,121,497 114,300 SH SOLE 114,300 0 0
SEI INVTS CO COM 784117103 27,505,856 313,600 SH SOLE 313,600 0 0
SHERWIN WILLIAMS CO COM 824348106 32,352,307 93,960 SH SOLE 93,960 0 0
SLB LIMITED COM STK 806857108 22,626,683 486,700 SH SOLE 486,700 0 0
SNAP ON INC COM 833034101 29,745,408 73,920 SH SOLE 73,920 0 0
SOUTHERN CO COM 842587107 29,105,411 304,100 SH SOLE 304,100 0 0
SIMON PPTY GROUP INC NEW COM 828806109 30,237,480 135,200 SH SOLE 135,200 0 0
LAMAR ADVERTISING CO CL A 512816109 28,528,742 182,900 SH SOLE 182,900 0 0
ILLINOIS TOOL WKS INC COM 452308109 29,946,438 110,720 SH SOLE 110,720 0 0
LEIDOS HOLDINGS INC COM 525327102 22,354,787 217,100 SH SOLE 217,100 0 0
LINCOLN ELEC HLDGS INC COM 533900106 28,738,802 108,240 SH SOLE 108,240 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 25,955,499 89,320 SH SOLE 89,320 0 0
LOCKHEED MARTIN CORP COM 539830109 27,307,056 53,600 SH SOLE 53,600 0 0
JOHNSON & JOHNSON COM 478160104 31,365,295 123,500 SH SOLE 123,500 0 0
JPMORGAN CHASE & CO COM 46625H100 29,944,148 91,480 SH SOLE 91,480 0 0
LAM RESEARCH CORP COM NEW 512807306 35,663,059 82,300 SH SOLE 82,300 0 0
INGREDION INC COM 457187102 25,780,062 272,200 SH SOLE 272,200 0 0
KINROSS GOLD CORP COM 496902404 22,427,190 949,500 SH SOLE 949,500 0 0
KLA CORP COM NEW 482480100 40,610,166 134,600 SH SOLE 134,600 0 0
COCA COLA CO COM 191216100 28,533,897 351,100 SH SOLE 351,100 0 0
LOEWS CORP COM 540424108 29,694,983 262,300 SH SOLE 262,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104 29,603,904 57,640 SH SOLE 57,640 0 0
INCYTE CORP COM 45337C102 33,826,624 298,400 SH SOLE 298,400 0 0
MAGNA INTL INC COM 559222401 26,552,904 404,400 SH SOLE 404,400 0 0
MUELLER INDS INC COM 624756102 25,913,644 210,800 SH SOLE 210,800 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 29,989,440 312,000 SH SOLE 312,000 0 0
MARATHON PETE CORP COM 56585A102 26,743,082 104,600 SH SOLE 104,600 0 0
MERCK & CO INC COM 58933Y105 30,583,000 238,000 SH SOLE 238,000 0 0
MSA SAFETY INC COM 553498106 29,434,188 168,600 SH SOLE 168,600 0 0
STATE STR CORP COM 857477103 29,222,080 172,300 SH SOLE 172,300 0 0
SUN CMNTYS INC COM 866674104 27,219,570 227,000 SH SOLE 227,000 0 0
PRICE T ROWE GROUP INC COM 74144T108 30,065,775 264,454 SH SOLE 264,454 0 0
TRAVELERS COMPANIES INC COM 89417E109 31,136,918 94,320 SH SOLE 94,320 0 0
TORO CO COM 891092108 29,839,746 306,300 SH SOLE 306,300 0 0
TEXTRON INC COM 883203101 27,638,249 301,300 SH SOLE 301,300 0 0
UBER TECHNOLOGIES INC COM 90353T100 27,731,088 384,300 SH SOLE 384,300 0 0
UNITED BANKSHARES INC WEST V COM 909907107 14,564,728 317,799 SH SOLE 317,799 0 0
UGI CORP NEW COM 902681105 27,790,884 804,600 SH SOLE 804,600 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 28,712,039 193,100 SH SOLE 193,100 0 0
ULTA BEAUTY INC COM 90384S303 25,092,527 55,640 SH SOLE 55,640 0 0
UNION PAC CORP COM 907818108 28,288,000 104,000 SH SOLE 104,000 0 0
SYNCHRONY FINANCIAL COM 87165B103 29,499,795 387,900 SH SOLE 387,900 0 0
UNITED PARCEL SVCS INC CL B 911312106 27,165,250 252,700 SH SOLE 252,700 0 0
US BANCORP COM NEW 902973304 30,453,680 504,200 SH SOLE 504,200 0 0
VISA INC COM CL A 92826C839 29,766,488 86,760 SH SOLE 86,760 0 0
YUM BRANDS INC COM 988498101 30,021,708 187,800 SH SOLE 187,800 0 0
ZIONS BANCORPORATION NATL AS COM 989701107 30,706,522 443,800 SH SOLE 443,800 0 0
VICI PPTYS INC COM 925652109 26,536,725 999,500 SH SOLE 999,500 0 0
VERALTO CORP COM SHS 92338C103 29,610,252 333,900 SH SOLE 333,900 0 0
VALMONT INDS INC COM 920253101 29,249,664 50,640 SH SOLE 50,640 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 24,345,500 575,000 SH SOLE 575,000 0 0
WEBSTER FINL CORP COM 947890109 28,970,822 379,100 SH SOLE 379,100 0 0
WASTE MGMT INC DEL COM 94106L109 28,952,112 129,900 SH SOLE 129,900 0 0
WP CAREY INC COM 92936U109 26,669,500 373,000 SH SOLE 373,000 0 0
WOODWARD INC COM 980745103 33,967,130 79,840 SH SOLE 79,840 0 0
AT&T INC COM 00206R102 23,126,040 1,117,200 SH SOLE 1,117,200 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 25,846,402 128,200 SH SOLE 128,200 0 0
HANOVER INS GROUP INC COM 410867105 31,498,979 147,109 SH SOLE 147,109 0 0
TJX COS INC NEW COM 872540109 27,133,650 179,100 SH SOLE 179,100 0 0
C H ROBINSON WORLDWIDE IN COM NEW 12541W209 29,042,028 154,200 SH SOLE 154,200 0 0
CINCINNATI FINL CORP COM 172062101 32,251,388 174,200 SH SOLE 174,200 0 0
EVERSOURCE ENERGY COM 30040W108 29,038,086 401,800 SH SOLE 401,800 0 0
GLOBE LIFE INC COM 37959E102 32,555,496 182,200 SH SOLE 182,200 0 0
GAMING & LEISURE P COM 36467J108 26,424,102 593,400 SH SOLE 593,400 0 0
ALPHABET INC CAP STK CL A 02079K305 27,227,306 76,188 SH SOLE 76,188 0 0
APPLE INC COM 037833100 25,266,915 87,320 SH SOLE 87,320 0 0
ARCH CAP GROUP LTD ORD G0450A105 30,496,252 314,200 SH SOLE 314,200 0 0
ADOBE INC COM 00724F101 21,535,301 105,040 SH SOLE 105,040 0 0
AERCAP HOLDINGS NV SHS N00985106 29,928,634 205,300 SH SOLE 205,300 0 0
AGCO CORP COM 001084102 27,830,250 232,500 SH SOLE 232,500 0 0
EAST WEST BANCORP INC COM 27579R104 29,135,613 225,700 SH SOLE 225,700 0 0
EXELON CORP COM 30161N101 28,517,454 611,700 SH SOLE 611,700 0 0
EXELIXIS INC COM 30161Q104 30,855,911 567,100 SH SOLE 567,100 0 0
EXPEDITORS INTL WASH INC COM 302130109 28,423,712 174,400 SH SOLE 174,400 0 0
FASTENAL CO COM 311900104 29,557,662 615,400 SH SOLE 615,400 0 0
FIRST HORIZON CORPORATION COM 320517105 19,399,224 756,600 SH SOLE 756,600 0 0
WW GRAINGER INC COM 384802104 29,520,680 21,700 SH SOLE 21,700 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 32,505,531 415,300 SH SOLE 415,300 0 0
HCA HEALTHCARE INC COM 40412C101 29,210,559 74,920 SH SOLE 74,920 0 0
HOME DEPOT INC COM 437076102 31,162,805 88,360 SH SOLE 88,360 0 0
ALLSTATE CORP COM 020002101 31,122,552 130,800 SH SOLE 130,800 0 0
ALLEGION PLC ORD SHS G0176J109 29,783,880 212,000 SH SOLE 212,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 26,719,380 237,000 SH SOLE 237,000 0 0
FIRST INDL RLTY TR INC COM 32054K103 22,073,194 360,026 SH SOLE 360,026 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 28,690,580 216,500 SH SOLE 216,500 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 26,231,291 93,720 SH SOLE 93,720 0 0
AUTOLIV INC COM 052800109 24,279,530 209,000 SH SOLE 209,000 0 0
AFFILIATED MANAGERS GROUP COM 008252108 29,995,776 88,640 SH SOLE 88,640 0 0
AMGEN INC COM 031162100 30,360,141 83,840 SH SOLE 83,840 0 0
AMERIPRISE FINL INC COM 03076C106 28,351,368 61,800 SH SOLE 61,800 0 0
SMITH A O CORP COM 831865209 30,419,200 485,000 SH SOLE 485,000 0 0
AMPHENOL CORP CL A 032095101 32,693,960 185,424 SH SOLE 185,424 0 0
HOST HOTELS & RESORTS INC COM 44107P104 27,596,069 1,163,900 SH SOLE 1,163,900 0 0
HERSHEY CO COM 427866108 26,229,775 149,500 SH SOLE 149,500 0 0
HOWMET AEROSPACE INC COM 443201108 29,520,828 109,800 SH SOLE 109,800 0 0
ATMOS ENERGY CORP COM 049560105 28,097,237 163,100 SH SOLE 163,100 0 0
IDACORP INC COM 451107106 30,532,340 201,800 SH SOLE 201,800 0 0
AVERY DENNISON CORP COM 053611109 28,459,955 175,300 SH SOLE 175,300 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 28,891,642 180,100 SH SOLE 180,100 0 0
AXIS CAP HLDGS LTD SHS G0692U109 30,985,696 288,400 SH SOLE 288,400 0 0
ACUITY INC COM 00508Y102 33,296,744 88,400 SH SOLE 88,400 0 0
BALL CORP COM 058498106 31,955,040 512,100 SH SOLE 512,100 0 0
COLGATE PALMOLIVE CO COM 194162103 28,518,623 311,067 SH SOLE 311,067 0 0
BAKER HUGHES COMPANY CL A 05722G100 23,670,750 426,500 SH SOLE 426,500 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 29,126,910 505,500 SH SOLE 505,500 0 0
BANK OF NY MELLON CORP COM 064058100 28,170,028 194,800 SH SOLE 194,800 0 0
COMCAST CORP NEW CL A 20030N101 27,194,035 1,107,700 SH SOLE 1,107,700 0 0
COCA COLA CONS INC COM 191098102 22,194,259 116,249 SH SOLE 116,249 0 0
CIRRUS LOGIC INC COM 172755100 23,957,889 161,300 SH SOLE 161,300 0 0
CISCO SYS INC COM 17275R102 25,265,646 215,100 SH SOLE 215,100 0 0
CURTISS WRIGHT CORP COM 231561101 28,916,122 38,160 SH SOLE 38,160 0 0
DELTA AIR LINES INC COM NEW 247361702 32,219,040 344,000 SH SOLE 344,000 0 0
BOK FINL CORP COM NEW 05561Q201 6,624,576 47,700 SH SOLE 47,700 0 0
POPULAR INC COM NEW 733174700 29,913,596 182,200 SH SOLE 182,200 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 28,824,726 914,200 SH SOLE 914,200 0 0
DONALDSON INC COM 257651109 28,852,078 321,400 SH SOLE 321,400 0 0
DOLLAR TREE INC COM 256746108 30,431,020 251,600 SH SOLE 251,600 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 28,771,634 227,300 SH SOLE 227,300 0 0
GENPACT LIMITED SHS G3922B107 22,910,250 833,100 SH SOLE 833,100 0 0
BORGWARNER INC COM 099724106 24,674,240 371,600 SH SOLE 371,600 0 0
BOYD GAMING CORP COM 103304101 28,618,920 324,000 SH SOLE 324,000 0 0
CHUBB LIMITED COM H1467J104 30,039,638 88,160 SH SOLE 88,160 0 0
CBOE GLOBAL MKTS INC COM 12503M108 24,237,880 99,880 SH SOLE 99,880 0 0
COMMERCE BANCSHARES INC COM 200525103 30,561,300 529,200 SH SOLE 529,200 0 0
CROWN HLDGS INC COM 228368106 32,148,250 287,500 SH SOLE 287,500 0 0
CULLEN FROST BANKERS INC COM 229899109 16,131,888 104,400 SH SOLE 104,400 0 0
ECOLAB INC COM 278865100 29,922,714 107,400 SH SOLE 107,400 0 0
CONSOLIDATED EDISON INC COM 209115104 29,339,076 265,200 SH SOLE 265,200 0 0
EDISON INTL COM 281020107 28,894,045 388,100 SH SOLE 388,100 0 0
EQUITY LIFESTYLE PROPERTIES COM 29472R108 28,873,600 448,000 SH SOLE 448,000 0 0
EMCOR GROUP INC COM 29084Q100 27,618,406 33,280 SH SOLE 33,280 0 0
GENERAL DYNAMICS CORP COM 369550108 28,877,645 81,520 SH SOLE 81,520 0 0
GRACO INC COM 384109104 28,104,237 371,700 SH SOLE 371,700 0 0
GILEAD SCIENCES INC COM 375558103 27,264,172 215,800 SH SOLE 215,800 0 0