<SEC-DOCUMENT>0001140361-17-002009.txt : 20170117
<SEC-HEADER>0001140361-17-002009.hdr.sgml : 20170116
<ACCEPTANCE-DATETIME>20170117145222
ACCESSION NUMBER:		0001140361-17-002009
CONFORMED SUBMISSION TYPE:	13F-HR
PUBLIC DOCUMENT COUNT:		2
CONFORMED PERIOD OF REPORT:	20161231
FILED AS OF DATE:		20170117
DATE AS OF CHANGE:		20170117
EFFECTIVENESS DATE:		20170117

FILER:

	COMPANY DATA:	
		COMPANY CONFORMED NAME:			HENNESSY ADVISORS INC
		CENTRAL INDEX KEY:			0001145255
		STANDARD INDUSTRIAL CLASSIFICATION:	INVESTMENT ADVICE [6282]
		IRS NUMBER:				680176227
		FISCAL YEAR END:			0930

	FILING VALUES:
		FORM TYPE:		13F-HR
		SEC ACT:		1934 Act
		SEC FILE NUMBER:	028-06715
		FILM NUMBER:		17530500

	BUSINESS ADDRESS:	
		STREET 1:		7250 REDWOOD BLVD.
		STREET 2:		SUITE 200
		CITY:			NOVATO
		STATE:			CA
		ZIP:			94945
		BUSINESS PHONE:		415-899-1555

	MAIL ADDRESS:	
		STREET 1:		7250 REDWOOD BLVD.
		STREET 2:		SUITE 200
		CITY:			NOVATO
		STATE:			CA
		ZIP:			94945
</SEC-HEADER>
<DOCUMENT>
<TYPE>13F-HR
<SEQUENCE>1
<FILENAME>primary_doc.xml
<TEXT>
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    <submissionType>13F-HR</submissionType>
    <filerInfo>
      <liveTestFlag>LIVE</liveTestFlag>
      <flags>
        <confirmingCopyFlag>false</confirmingCopyFlag>
        <returnCopyFlag>true</returnCopyFlag>
        <overrideInternetFlag>false</overrideInternetFlag>
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      <filer>
        <credentials>
          <cik>0001145255</cik>
          <ccc>XXXXXXXX</ccc>
        </credentials>
      </filer>
      <periodOfReport>12-31-2016</periodOfReport>
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  </headerData>
  <formData>
    <coverPage>
      <reportCalendarOrQuarter>12-31-2016</reportCalendarOrQuarter>
      <filingManager>
        <name>HENNESSY ADVISORS INC</name>
        <address>
          <com:street1>7250 REDWOOD BLVD.</com:street1>
          <com:street2>SUITE 200</com:street2>
          <com:city>NOVATO</com:city>
          <com:stateOrCountry>CA</com:stateOrCountry>
          <com:zipCode>94945</com:zipCode>
        </address>
      </filingManager>
      <reportType>13F HOLDINGS REPORT</reportType>
      <form13FFileNumber>028-06715</form13FFileNumber>
      <provideInfoForInstruction5>N</provideInfoForInstruction5>
    </coverPage>
    <signatureBlock>
      <name>Teresa M. Nilsen</name>
      <title>Executive Vice President and Chief Financial Officer</title>
      <phone>415-899-1555</phone>
      <signature>/s/ Teresa M. Nilsen</signature>
      <city>Novato</city>
      <stateOrCountry>CA</stateOrCountry>
      <signatureDate>01-17-2017</signatureDate>
    </signatureBlock>
    <summaryPage>
      <otherIncludedManagersCount>0</otherIncludedManagersCount>
      <tableEntryTotal>274</tableEntryTotal>
      <tableValueTotal>3371419</tableValueTotal>
      <isConfidentialOmitted>false</isConfidentialOmitted>
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<DOCUMENT>
<TYPE>INFORMATION TABLE
<SEQUENCE>2
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			<nameOfIssuer>ABBVIE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>00287Y109</cusip>
			<value>2536</value>
			<shrsOrPrnAmt>
				<sshPrnamt>40500</sshPrnamt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>AIR TRANSPORT SERVICES GRP INC COM</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>00922R105</cusip>
			<value>5304</value>
			<shrsOrPrnAmt>
				<sshPrnamt>332300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<votingAuthority>
				<Sole>332300</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>ALASKA AIR GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>011659109</cusip>
			<value>2263</value>
			<shrsOrPrnAmt>
				<sshPrnamt>25500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<nameOfIssuer>ALGONQUIN PWR UTILS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>015857105</cusip>
			<value>4482</value>
			<shrsOrPrnAmt>
				<sshPrnamt>528500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
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				<None>0</None>
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			<nameOfIssuer>ALLIANT ENERGY CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>018802108</cusip>
			<value>5544</value>
			<shrsOrPrnAmt>
				<sshPrnamt>146308</sshPrnamt>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>ALTRIA GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>02209S103</cusip>
			<value>2495</value>
			<shrsOrPrnAmt>
				<sshPrnamt>36900</sshPrnamt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>36900</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>AMEREN CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>023608102</cusip>
			<value>9749</value>
			<shrsOrPrnAmt>
				<sshPrnamt>185840</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>185840</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>AMERICAN AIRLS GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>02376R102</cusip>
			<value>2143</value>
			<shrsOrPrnAmt>
				<sshPrnamt>45900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>AMIRA NATURE FOODS LTD</nameOfIssuer>
			<titleOfClass>SHS</titleOfClass>
			<cusip>G0335L102</cusip>
			<value>1854</value>
			<shrsOrPrnAmt>
				<sshPrnamt>301500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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				<Sole>301500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>APPLE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>037833100</cusip>
			<value>2307</value>
			<shrsOrPrnAmt>
				<sshPrnamt>19921</sshPrnamt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>ARAMARK</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>03852U106</cusip>
			<value>33688</value>
			<shrsOrPrnAmt>
				<sshPrnamt>943100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<votingAuthority>
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				<None>0</None>
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			<nameOfIssuer>ARCHER DANIELS MIDLAND CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>039483102</cusip>
			<value>3045</value>
			<shrsOrPrnAmt>
				<sshPrnamt>66700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>ARROW ELECTRS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>042735100</cusip>
			<value>4791</value>
			<shrsOrPrnAmt>
				<sshPrnamt>67200</sshPrnamt>
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			<nameOfIssuer>ASTEC INDS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>046224101</cusip>
			<value>5963</value>
			<shrsOrPrnAmt>
				<sshPrnamt>88400</sshPrnamt>
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			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>ASTORIA FINL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>046265104</cusip>
			<value>3357</value>
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			<votingAuthority>
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				<None>0</None>
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			<nameOfIssuer>AT&amp;T INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>00206R102</cusip>
			<value>2586</value>
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				<None>0</None>
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			<nameOfIssuer>ATMOS ENERGY CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>049560105</cusip>
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			<shrsOrPrnAmt>
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			<nameOfIssuer>AVANGRID INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>05351W103</cusip>
			<value>4008</value>
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			<votingAuthority>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>AVERY DENNISON CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>053611109</cusip>
			<value>4136</value>
			<shrsOrPrnAmt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>58900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>AVISTA CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>05379B107</cusip>
			<value>4018</value>
			<shrsOrPrnAmt>
				<sshPrnamt>100472</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>100472</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BANK AMER CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>060505104</cusip>
			<value>1768</value>
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				<sshPrnamt>80000</sshPrnamt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>80000</Sole>
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				<None>0</None>
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			<nameOfIssuer>BANK MONTREAL QUE</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>063671101</cusip>
			<value>2942</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>40900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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			<nameOfIssuer>BANK N S HALIFAX</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>064149107</cusip>
			<value>3023</value>
			<shrsOrPrnAmt>
				<sshPrnamt>54300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>54300</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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			<nameOfIssuer>BANK NEW YORK MELLON CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>064058100</cusip>
			<value>1042</value>
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			<votingAuthority>
				<Sole>22000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BANKUNITED INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>06652K103</cusip>
			<value>2827</value>
			<shrsOrPrnAmt>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>75000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BANNER CORP</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>06652V208</cusip>
			<value>5302</value>
			<shrsOrPrnAmt>
				<sshPrnamt>95000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>95000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BAXTER INTL INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>071813109</cusip>
			<value>2177</value>
			<shrsOrPrnAmt>
				<sshPrnamt>49100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>49100</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BCE INC</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>05534B760</cusip>
			<value>2274</value>
			<shrsOrPrnAmt>
				<sshPrnamt>52600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>52600</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BED BATH &amp; BEYOND INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>075896100</cusip>
			<value>1699</value>
			<shrsOrPrnAmt>
				<sshPrnamt>41800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>41800</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BEMIS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>081437105</cusip>
			<value>3740</value>
			<shrsOrPrnAmt>
				<sshPrnamt>78200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>78200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BENEFICIAL BANCORP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>08171T102</cusip>
			<value>5428</value>
			<shrsOrPrnAmt>
				<sshPrnamt>295000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>295000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BERKSHIRE HATHAWAY INC - CL A</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>084670108</cusip>
			<value>7568</value>
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				<sshPrnamt>31</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>31</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>BERKSHIRE HATHAWAY INC DEL</nameOfIssuer>
			<titleOfClass>CL B NEW</titleOfClass>
			<cusip>084670702</cusip>
			<value>1467</value>
			<shrsOrPrnAmt>
				<sshPrnamt>9000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>9000</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>BERRY PLASTICS GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>08579W103</cusip>
			<value>39111</value>
			<shrsOrPrnAmt>
				<sshPrnamt>802600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>802600</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BEST BUY INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>086516101</cusip>
			<value>2774</value>
			<shrsOrPrnAmt>
				<sshPrnamt>65000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>65000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BJS RESTAURANTS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>09180C106</cusip>
			<value>3423</value>
			<shrsOrPrnAmt>
				<sshPrnamt>87100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>87100</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BLACK HILLS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>092113109</cusip>
			<value>4966</value>
			<shrsOrPrnAmt>
				<sshPrnamt>80959</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>80959</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BOEING CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>097023105</cusip>
			<value>10065</value>
			<shrsOrPrnAmt>
				<sshPrnamt>64650</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>64650</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BRADY CORP</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>104674106</cusip>
			<value>5516</value>
			<shrsOrPrnAmt>
				<sshPrnamt>146900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>146900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BRIGGS &amp; STRATTON CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>109043109</cusip>
			<value>4018</value>
			<shrsOrPrnAmt>
				<sshPrnamt>180500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>180500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BRINKER INTL INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>109641100</cusip>
			<value>35320</value>
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				<sshPrnamt>713100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>713100</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BRINKS CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>109696104</cusip>
			<value>36620</value>
			<shrsOrPrnAmt>
				<sshPrnamt>887765</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>887765</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>BROOKLINE BANCORP INC DEL</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>11373M107</cusip>
			<value>9676</value>
			<shrsOrPrnAmt>
				<sshPrnamt>590000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>590000</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>BURLINGTON STORES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>122017106</cusip>
			<value>5805</value>
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				<sshPrnamt>68500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>68500</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>C H ROBINSON WORLDWIDE INC</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>12541W209</cusip>
			<value>4029</value>
			<shrsOrPrnAmt>
				<sshPrnamt>55000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>55000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CABOT CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>127055101</cusip>
			<value>34033</value>
			<shrsOrPrnAmt>
				<sshPrnamt>673389</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>673389</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CACI INTL INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>127190304</cusip>
			<value>44607</value>
			<shrsOrPrnAmt>
				<sshPrnamt>358869</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>358869</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CAPITAL ONE FINL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>14040H105</cusip>
			<value>1134</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>CAPSTAR FINL HLDGS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>14070T102</cusip>
			<value>7027</value>
			<shrsOrPrnAmt>
				<sshPrnamt>320000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>320000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CATERPILLAR INC DEL</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>149123101</cusip>
			<value>13359</value>
			<shrsOrPrnAmt>
				<sshPrnamt>144050</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>144050</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CDW CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>12514G108</cusip>
			<value>40724</value>
			<shrsOrPrnAmt>
				<sshPrnamt>781800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>781800</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CENTERPOINT ENERGY INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>15189T107</cusip>
			<value>23170</value>
			<shrsOrPrnAmt>
				<sshPrnamt>940328</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>940328</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CENTURYLINK INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>156700106</cusip>
			<value>1781</value>
			<shrsOrPrnAmt>
				<sshPrnamt>74900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>74900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CHEESECAKE FACTORY INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>163072101</cusip>
			<value>39527</value>
			<shrsOrPrnAmt>
				<sshPrnamt>660100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>660100</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CHENIERE ENERGY INC</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>16411R208</cusip>
			<value>70747</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1707617</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1707617</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CHESAPEAKE UTILS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>165303108</cusip>
			<value>6906</value>
			<shrsOrPrnAmt>
				<sshPrnamt>103158</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>103158</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CHEVRON CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>166764100</cusip>
			<value>10893</value>
			<shrsOrPrnAmt>
				<sshPrnamt>92550</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>92550</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CHILDRENS PLACE INC/THE</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>168905107</cusip>
			<value>5683</value>
			<shrsOrPrnAmt>
				<sshPrnamt>56300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>56300</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CISCO SYS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>17275R102</cusip>
			<value>9757</value>
			<shrsOrPrnAmt>
				<sshPrnamt>322855</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>322855</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>CITIGROUP INC</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>172967424</cusip>
			<value>1189</value>
			<shrsOrPrnAmt>
				<sshPrnamt>20000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>20000</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CITIZENS FINL GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>174610105</cusip>
			<value>1603</value>
			<shrsOrPrnAmt>
				<sshPrnamt>45000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>45000</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CLIFTON BANCORP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>186873105</cusip>
			<value>6599</value>
			<shrsOrPrnAmt>
				<sshPrnamt>390000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>390000</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CMS ENERGY CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>125896100</cusip>
			<value>29119</value>
			<shrsOrPrnAmt>
				<sshPrnamt>699648</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>699648</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>COCA COLA CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>191216100</cusip>
			<value>3833</value>
			<shrsOrPrnAmt>
				<sshPrnamt>92450</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>92450</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>COMERICA INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>200340107</cusip>
			<value>1703</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>
		</infoTable>
		<infoTable>
			<nameOfIssuer>COMPUTER SCIENCES CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>205363104</cusip>
			<value>38314</value>
			<shrsOrPrnAmt>
				<sshPrnamt>644800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>644800</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CONSOLIDATED EDISON INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>209115104</cusip>
			<value>31004</value>
			<shrsOrPrnAmt>
				<sshPrnamt>420786</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>420786</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CONVERGYS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>212485106</cusip>
			<value>3657</value>
			<shrsOrPrnAmt>
				<sshPrnamt>148900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>148900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CORNING NAT GAS HLDG CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>219387107</cusip>
			<value>400</value>
			<shrsOrPrnAmt>
				<sshPrnamt>21064</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>21064</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CRANE CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>224399105</cusip>
			<value>37236</value>
			<shrsOrPrnAmt>
				<sshPrnamt>516300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>516300</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CUMMINS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>231021106</cusip>
			<value>2747</value>
			<shrsOrPrnAmt>
				<sshPrnamt>20100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>20100</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>DARDEN RESTAURANTS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>237194105</cusip>
			<value>2014</value>
			<shrsOrPrnAmt>
				<sshPrnamt>27700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>27700</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>DEAN FOODS CO NEW</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>242370203</cusip>
			<value>4334</value>
			<shrsOrPrnAmt>
				<sshPrnamt>199000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>199000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>DEERE &amp; CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>244199105</cusip>
			<value>2411</value>
			<shrsOrPrnAmt>
				<sshPrnamt>23400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>23400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>DELTA AIR LINES INC DEL</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>247361702</cusip>
			<value>1997</value>
			<shrsOrPrnAmt>
				<sshPrnamt>40600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>40600</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>DELTA NAT GAS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>247748106</cusip>
			<value>1636</value>
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				<sshPrnamt>55769</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>55769</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>DOLLAR GEN CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>256677105</cusip>
			<value>3829</value>
			<shrsOrPrnAmt>
				<sshPrnamt>51700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>51700</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>DOMINION RES INC VA NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>25746U109</cusip>
			<value>71722</value>
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				<sshPrnamt>936446</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>936446</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>DOVER CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>260003108</cusip>
			<value>2315</value>
			<shrsOrPrnAmt>
				<sshPrnamt>30900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>30900</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>DOW CHEM CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>260543103</cusip>
			<value>2655</value>
			<shrsOrPrnAmt>
				<sshPrnamt>46400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>46400</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>DTE ENERGY CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>233331107</cusip>
			<value>27706</value>
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				<sshPrnamt>281254</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>281254</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>DUKE ENERGY CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>26441C204</cusip>
			<value>29048</value>
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				<sshPrnamt>374237</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>374237</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>EAGLE BANCORP INC MD</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>268948106</cusip>
			<value>9143</value>
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				<sshPrnamt>150000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>150000</Sole>
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				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>EATON CORP PLC</nameOfIssuer>
			<titleOfClass>SHS</titleOfClass>
			<cusip>G29183103</cusip>
			<value>2704</value>
			<shrsOrPrnAmt>
				<sshPrnamt>40300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>40300</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>EBAY INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>278642103</cusip>
			<value>2282</value>
			<shrsOrPrnAmt>
				<sshPrnamt>76865</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>76865</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>EMCOR GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>29084Q100</cusip>
			<value>41090</value>
			<shrsOrPrnAmt>
				<sshPrnamt>580700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>580700</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>EMERSON ELEC CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>291011104</cusip>
			<value>4789</value>
			<shrsOrPrnAmt>
				<sshPrnamt>85900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>85900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>EMPIRE DIST ELEC CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>291641108</cusip>
			<value>676</value>
			<shrsOrPrnAmt>
				<sshPrnamt>19825</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>19825</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ENBRIDGE INC</nameOfIssuer>
			<titleOfClass>ADR</titleOfClass>
			<cusip>29250N105</cusip>
			<value>66821</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1586432</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1586432</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>ENTERGY CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>29364G103</cusip>
			<value>904</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>
		</infoTable>
		<infoTable>
			<nameOfIssuer>EQT CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>26884L109</cusip>
			<value>22565</value>
			<shrsOrPrnAmt>
				<sshPrnamt>345032</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>345032</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>EVERSOURCE ENERGY</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>30040W108</cusip>
			<value>15049</value>
			<shrsOrPrnAmt>
				<sshPrnamt>272475</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>272475</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>EXELON CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>30161N101</cusip>
			<value>18403</value>
			<shrsOrPrnAmt>
				<sshPrnamt>518531</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>518531</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>EXXON MOBIL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>30231G102</cusip>
			<value>9739</value>
			<shrsOrPrnAmt>
				<sshPrnamt>107900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>107900</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>FCB FINL HLDGS INC</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>30255G103</cusip>
			<value>8348</value>
			<shrsOrPrnAmt>
				<sshPrnamt>175000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>175000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>FEDEX CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>31428X106</cusip>
			<value>2551</value>
			<shrsOrPrnAmt>
				<sshPrnamt>13700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>13700</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>FIFTH THIRD BANCORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>316773100</cusip>
			<value>1618</value>
			<shrsOrPrnAmt>
				<sshPrnamt>60000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>60000</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>FIRST BANCORP P R</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>318672706</cusip>
			<value>6478</value>
			<shrsOrPrnAmt>
				<sshPrnamt>980000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>980000</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>FIRST CONN BANCORP INC MD</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>319850103</cusip>
			<value>5595</value>
			<shrsOrPrnAmt>
				<sshPrnamt>247000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>247000</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>FLUSHING FINL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>343873105</cusip>
			<value>8964</value>
			<shrsOrPrnAmt>
				<sshPrnamt>305000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>305000</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>FOOT LOCKER INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>344849104</cusip>
			<value>37281</value>
			<shrsOrPrnAmt>
				<sshPrnamt>525900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>525900</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>FORD MTR CO DEL</nameOfIssuer>
			<titleOfClass>COM PAR $0.01</titleOfClass>
			<cusip>345370860</cusip>
			<value>2203</value>
			<shrsOrPrnAmt>
				<sshPrnamt>181600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>181600</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>FORTIS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>349553107</cusip>
			<value>29880</value>
			<shrsOrPrnAmt>
				<sshPrnamt>967614</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>967614</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>FRANKLIN RES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>354613101</cusip>
			<value>2082</value>
			<shrsOrPrnAmt>
				<sshPrnamt>52600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>52600</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>GAP INC DEL</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>364760108</cusip>
			<value>3602</value>
			<shrsOrPrnAmt>
				<sshPrnamt>160500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>160500</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GAS NAT INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>367204104</cusip>
			<value>787</value>
			<shrsOrPrnAmt>
				<sshPrnamt>62718</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>62718</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GENERAL DYNAMICS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>369550108</cusip>
			<value>2348</value>
			<shrsOrPrnAmt>
				<sshPrnamt>13600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>13600</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GENERAL ELECTRIC CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>369604103</cusip>
			<value>4255</value>
			<shrsOrPrnAmt>
				<sshPrnamt>134650</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>134650</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GENERAL MTRS CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>37045V100</cusip>
			<value>2651</value>
			<shrsOrPrnAmt>
				<sshPrnamt>76100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>76100</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GENESCO INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>371532102</cusip>
			<value>3614</value>
			<shrsOrPrnAmt>
				<sshPrnamt>58200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>58200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GENUINE PARTS CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>372460105</cusip>
			<value>4070</value>
			<shrsOrPrnAmt>
				<sshPrnamt>42600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>42600</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GILEAD SCIENCES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>375558103</cusip>
			<value>1500</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>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GOLDMAN SACHS GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>38141G104</cusip>
			<value>1437</value>
			<shrsOrPrnAmt>
				<sshPrnamt>6000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>6000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GREEN BANCORP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>39260X100</cusip>
			<value>1444</value>
			<shrsOrPrnAmt>
				<sshPrnamt>95000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>95000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HARLEY DAVIDSON INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>412822108</cusip>
			<value>2625</value>
			<shrsOrPrnAmt>
				<sshPrnamt>45000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>45000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HAWAIIAN HOLDINGS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>419879101</cusip>
			<value>5084</value>
			<shrsOrPrnAmt>
				<sshPrnamt>89200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>89200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HCA HOLDINGS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>40412C101</cusip>
			<value>1917</value>
			<shrsOrPrnAmt>
				<sshPrnamt>25900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>25900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HINGHAM INSTN SVGS MASS</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>433323102</cusip>
			<value>10626</value>
			<shrsOrPrnAmt>
				<sshPrnamt>54000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>54000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HOPE BANCORP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>43940T109</cusip>
			<value>3721</value>
			<shrsOrPrnAmt>
				<sshPrnamt>170000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>170000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>40434L105</cusip>
			<value>3280</value>
			<shrsOrPrnAmt>
				<sshPrnamt>221000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>221000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HUNTINGTON BANCSHARES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>446150104</cusip>
			<value>1124</value>
			<shrsOrPrnAmt>
				<sshPrnamt>85000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>85000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HUNTINGTON INGALLS INDS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>446413106</cusip>
			<value>5397</value>
			<shrsOrPrnAmt>
				<sshPrnamt>29300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>29300</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HUNTSMAN CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>447011107</cusip>
			<value>39524</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2071500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>2071500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>IBERIABANK CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>450828108</cusip>
			<value>7119</value>
			<shrsOrPrnAmt>
				<sshPrnamt>85000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>85000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>INDEPENDENT BANK CORP MASS</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>453836108</cusip>
			<value>8630</value>
			<shrsOrPrnAmt>
				<sshPrnamt>122500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>122500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>INGREDION INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>457187102</cusip>
			<value>4736</value>
			<shrsOrPrnAmt>
				<sshPrnamt>37900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>37900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>INSPERITY INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>45778Q107</cusip>
			<value>5733</value>
			<shrsOrPrnAmt>
				<sshPrnamt>80800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>80800</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>INSTEEL INDUSTRIES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>45774W108</cusip>
			<value>5225</value>
			<shrsOrPrnAmt>
				<sshPrnamt>146600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>146600</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>INTEL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>458140100</cusip>
			<value>6549</value>
			<shrsOrPrnAmt>
				<sshPrnamt>180555</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>180555</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>INTERNATIONAL BUSINESS MACHS COM</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>459200101</cusip>
			<value>12665</value>
			<shrsOrPrnAmt>
				<sshPrnamt>76300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>76300</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>INTL PAPER CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>460146103</cusip>
			<value>3322</value>
			<shrsOrPrnAmt>
				<sshPrnamt>62600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>62600</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ITRON INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>465741106</cusip>
			<value>6052</value>
			<shrsOrPrnAmt>
				<sshPrnamt>96300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>96300</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>JETBLUE AIRWAYS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>477143101</cusip>
			<value>1971</value>
			<shrsOrPrnAmt>
				<sshPrnamt>87900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>87900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>JOHN BEAN TECHNOLOGIES CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>477839104</cusip>
			<value>6274</value>
			<shrsOrPrnAmt>
				<sshPrnamt>73000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>73000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>JPMORGAN CHASE &amp; CO.</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>46625H100</cusip>
			<value>1381</value>
			<shrsOrPrnAmt>
				<sshPrnamt>16000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>16000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>KAMAN CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>483548103</cusip>
			<value>4276</value>
			<shrsOrPrnAmt>
				<sshPrnamt>87400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>87400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>KEARNY FINL CORP MD</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>48716P108</cusip>
			<value>8397</value>
			<shrsOrPrnAmt>
				<sshPrnamt>540000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>540000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>KENNAMETAL INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>489170100</cusip>
			<value>38772</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1240300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1240300</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>KEYCORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>493267108</cusip>
			<value>1188</value>
			<shrsOrPrnAmt>
				<sshPrnamt>65000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>65000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>KINDER MORGAN INC DEL</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>49456B101</cusip>
			<value>69463</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3354101</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>3354101</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>KOHLS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>500255104</cusip>
			<value>1802</value>
			<shrsOrPrnAmt>
				<sshPrnamt>36500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>36500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>KROGER CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>501044101</cusip>
			<value>1598</value>
			<shrsOrPrnAmt>
				<sshPrnamt>46300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>46300</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>LAS VEGAS SANDS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>517834107</cusip>
			<value>4753</value>
			<shrsOrPrnAmt>
				<sshPrnamt>89000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>89000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>LYONDELLBASELL INDUSTRIES N V SHS - A -</nameOfIssuer>
			<titleOfClass>SHS - A -</titleOfClass>
			<cusip>N53745100</cusip>
			<value>2419</value>
			<shrsOrPrnAmt>
				<sshPrnamt>28200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>28200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MACYS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>55616P104</cusip>
			<value>1586</value>
			<shrsOrPrnAmt>
				<sshPrnamt>44300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>44300</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MANULIFE FINL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>56501R106</cusip>
			<value>3042</value>
			<shrsOrPrnAmt>
				<sshPrnamt>170700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>170700</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MARATHON PETE CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>56585A102</cusip>
			<value>5599</value>
			<shrsOrPrnAmt>
				<sshPrnamt>111200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>111200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MASTERCARD INCORPORATED</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>57636Q104</cusip>
			<value>1009</value>
			<shrsOrPrnAmt>
				<sshPrnamt>9775</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>9775</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>MCDONALDS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>580135101</cusip>
			<value>3956</value>
			<shrsOrPrnAmt>
				<sshPrnamt>32500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>32500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MDU RES GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>552690109</cusip>
			<value>57008</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1981507</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1981507</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>MERCK &amp; CO INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>58933Y105</cusip>
			<value>5537</value>
			<shrsOrPrnAmt>
				<sshPrnamt>94050</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>94050</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>MERIDIAN BANCORP INC MD</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>58958U103</cusip>
			<value>8316</value>
			<shrsOrPrnAmt>
				<sshPrnamt>440000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>440000</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>META FINL GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>59100U108</cusip>
			<value>8541</value>
			<shrsOrPrnAmt>
				<sshPrnamt>83000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>83000</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>METLIFE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>59156R108</cusip>
			<value>3056</value>
			<shrsOrPrnAmt>
				<sshPrnamt>56700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>56700</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>MGE ENERGY INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>55277P104</cusip>
			<value>3236</value>
			<shrsOrPrnAmt>
				<sshPrnamt>49554</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>49554</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>MIDLAND STS BANCORP INC ILL</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>597742105</cusip>
			<value>9226</value>
			<shrsOrPrnAmt>
				<sshPrnamt>255000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>255000</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>MORGAN STANLEY</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>617446448</cusip>
			<value>845</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>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>MOSAIC CO NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>61945C103</cusip>
			<value>2581</value>
			<shrsOrPrnAmt>
				<sshPrnamt>88000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>88000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>MOVADO GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>624580106</cusip>
			<value>3778</value>
			<shrsOrPrnAmt>
				<sshPrnamt>131400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>131400</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>NATIONAL FUEL GAS CO N J</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>636180101</cusip>
			<value>21156</value>
			<shrsOrPrnAmt>
				<sshPrnamt>373524</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>373524</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>NATIONAL GRID PLC</nameOfIssuer>
			<titleOfClass>SPON ADR NEW</titleOfClass>
			<cusip>636274300</cusip>
			<value>71049</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1218058</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1218058</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>NATIONAL OILWELL VARCO INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>637071101</cusip>
			<value>2864</value>
			<shrsOrPrnAmt>
				<sshPrnamt>76500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>76500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NAVISTAR INTL CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>63934E108</cusip>
			<value>49391</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1574468</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1574468</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NCR CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>62886E108</cusip>
			<value>40633</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1001800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1001800</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NEOPHOTONICS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>64051T100</cusip>
			<value>3786</value>
			<shrsOrPrnAmt>
				<sshPrnamt>350200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>350200</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>NEW JERSEY RES</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>646025106</cusip>
			<value>17558</value>
			<shrsOrPrnAmt>
				<sshPrnamt>494584</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>494584</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NISOURCE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>65473P105</cusip>
			<value>33999</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1535631</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1535631</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>NORDSTROM INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>655664100</cusip>
			<value>1749</value>
			<shrsOrPrnAmt>
				<sshPrnamt>36500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>36500</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>NORTHWEST NAT GAS CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>667655104</cusip>
			<value>14130</value>
			<shrsOrPrnAmt>
				<sshPrnamt>236286</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>236286</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>NORTHWESTERN CORP</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>668074305</cusip>
			<value>4686</value>
			<shrsOrPrnAmt>
				<sshPrnamt>82398</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>82398</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>OCCIDENTAL PETE CORP DEL</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>674599105</cusip>
			<value>2244</value>
			<shrsOrPrnAmt>
				<sshPrnamt>31500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>31500</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>OCEANFIRST FINL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>675234108</cusip>
			<value>6907</value>
			<shrsOrPrnAmt>
				<sshPrnamt>230000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>230000</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>OMNICOM GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>681919106</cusip>
			<value>4196</value>
			<shrsOrPrnAmt>
				<sshPrnamt>49300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>49300</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ON SEMICONDUCTOR CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>682189105</cusip>
			<value>38391</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3008700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>3008700</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ONE GAS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>68235P108</cusip>
			<value>27715</value>
			<shrsOrPrnAmt>
				<sshPrnamt>433325</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>433325</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>OPUS BK IRVINE CALIF</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>684000102</cusip>
			<value>2254</value>
			<shrsOrPrnAmt>
				<sshPrnamt>75000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>75000</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>ORBOTECH LTD</nameOfIssuer>
			<titleOfClass>ORD</titleOfClass>
			<cusip>M75253100</cusip>
			<value>5663</value>
			<shrsOrPrnAmt>
				<sshPrnamt>169500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>169500</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>OWENS &amp; MINOR INC NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>690732102</cusip>
			<value>3437</value>
			<shrsOrPrnAmt>
				<sshPrnamt>97400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>97400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PACCAR INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>693718108</cusip>
			<value>2364</value>
			<shrsOrPrnAmt>
				<sshPrnamt>37000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>37000</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>PACKAGING CORP AMER</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>695156109</cusip>
			<value>36099</value>
			<shrsOrPrnAmt>
				<sshPrnamt>425600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>425600</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>PACWEST BANCORP DEL</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>695263103</cusip>
			<value>8302</value>
			<shrsOrPrnAmt>
				<sshPrnamt>152500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>152500</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>PARKER HANNIFIN CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>701094104</cusip>
			<value>2604</value>
			<shrsOrPrnAmt>
				<sshPrnamt>18600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>18600</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PAYPAL HLDGS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>70450Y103</cusip>
			<value>1298</value>
			<shrsOrPrnAmt>
				<sshPrnamt>32892</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>32892</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PFIZER INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>717081103</cusip>
			<value>9335</value>
			<shrsOrPrnAmt>
				<sshPrnamt>287400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>287400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>PG&amp;E CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>69331C108</cusip>
			<value>62949</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1035849</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1035849</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PHILIP MORRIS INTL INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>718172109</cusip>
			<value>2232</value>
			<shrsOrPrnAmt>
				<sshPrnamt>24400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>24400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PINNACLE FINL PARTNERS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>72346Q104</cusip>
			<value>2772</value>
			<shrsOrPrnAmt>
				<sshPrnamt>40000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>40000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>PLAINS GP HLDGS L P</nameOfIssuer>
			<titleOfClass>SH A REP LTPN</titleOfClass>
			<cusip>72651A207</cusip>
			<value>15549</value>
			<shrsOrPrnAmt>
				<sshPrnamt>448355</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>448355</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PNC FINL SVCS GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>693475105</cusip>
			<value>1520</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>POST HLDGS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>737446104</cusip>
			<value>4446</value>
			<shrsOrPrnAmt>
				<sshPrnamt>55300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>55300</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>POTBELLY CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>73754Y100</cusip>
			<value>3946</value>
			<shrsOrPrnAmt>
				<sshPrnamt>305900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>305900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>PPL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>69351T106</cusip>
			<value>16917</value>
			<shrsOrPrnAmt>
				<sshPrnamt>496819</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>496819</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>PRAXAIR INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>74005P104</cusip>
			<value>2086</value>
			<shrsOrPrnAmt>
				<sshPrnamt>17800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>17800</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PROCTER AND GAMBLE CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>742718109</cusip>
			<value>4919</value>
			<shrsOrPrnAmt>
				<sshPrnamt>58500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>58500</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>PROGRESSIVE CORP OHIO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>743315103</cusip>
			<value>6294</value>
			<shrsOrPrnAmt>
				<sshPrnamt>177300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>177300</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PROVIDENT FINL SVCS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>74386T105</cusip>
			<value>6155</value>
			<shrsOrPrnAmt>
				<sshPrnamt>217500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>217500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PRUDENTIAL FINL INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>744320102</cusip>
			<value>3476</value>
			<shrsOrPrnAmt>
				<sshPrnamt>33400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>33400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PUBLIC SVC ENTERPRISE GROUP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>744573106</cusip>
			<value>30773</value>
			<shrsOrPrnAmt>
				<sshPrnamt>701290</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>701290</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>PVH CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>693656100</cusip>
			<value>29617</value>
			<shrsOrPrnAmt>
				<sshPrnamt>328200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>328200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>QUALCOMM INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>747525103</cusip>
			<value>5620</value>
			<shrsOrPrnAmt>
				<sshPrnamt>86200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>86200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>RALPH LAUREN CORP</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>751212101</cusip>
			<value>1445</value>
			<shrsOrPrnAmt>
				<sshPrnamt>16000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>16000</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>REGIONS FINL CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>7591EP100</cusip>
			<value>1221</value>
			<shrsOrPrnAmt>
				<sshPrnamt>85000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>85000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>RELIANCE STEEL &amp; ALUMINUM CO COM</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>759509102</cusip>
			<value>5011</value>
			<shrsOrPrnAmt>
				<sshPrnamt>63000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>63000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>REYNOLDS AMERICAN INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>761713106</cusip>
			<value>2550</value>
			<shrsOrPrnAmt>
				<sshPrnamt>45500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>45500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>RGC RES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>74955L103</cusip>
			<value>998</value>
			<shrsOrPrnAmt>
				<sshPrnamt>39645</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>39645</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ROGERS COMMUNICATIONS INC</nameOfIssuer>
			<titleOfClass>CL B</titleOfClass>
			<cusip>775109200</cusip>
			<value>2419</value>
			<shrsOrPrnAmt>
				<sshPrnamt>62700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>62700</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ROYAL BK CDA MONTREAL QUE</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>780087102</cusip>
			<value>2918</value>
			<shrsOrPrnAmt>
				<sshPrnamt>43100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>43100</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SANFILIPPO JOHN B &amp; SON INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>800422107</cusip>
			<value>3886</value>
			<shrsOrPrnAmt>
				<sshPrnamt>55200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>55200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SANMINA CORPORATION</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>801056102</cusip>
			<value>46540</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1269863</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1269863</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>SCANA CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>80589M102</cusip>
			<value>13188</value>
			<shrsOrPrnAmt>
				<sshPrnamt>179966</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>179966</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SCHEIN HENRY INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>806407102</cusip>
			<value>3520</value>
			<shrsOrPrnAmt>
				<sshPrnamt>23200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>23200</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>SCIENCE APPLICATNS INTL CP NEW COM</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>808625107</cusip>
			<value>43206</value>
			<shrsOrPrnAmt>
				<sshPrnamt>509500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>509500</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>SEMPRA ENERGY</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>816851109</cusip>
			<value>70482</value>
			<shrsOrPrnAmt>
				<sshPrnamt>700340</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>700340</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SKYWORKS SOLUTIONS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>83088M102</cusip>
			<value>2016</value>
			<shrsOrPrnAmt>
				<sshPrnamt>27000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>27000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SONOCO PRODS CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>835495102</cusip>
			<value>4627</value>
			<shrsOrPrnAmt>
				<sshPrnamt>87800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>87800</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SOUTH JERSEY INDS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>838518108</cusip>
			<value>14526</value>
			<shrsOrPrnAmt>
				<sshPrnamt>431171</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>431171</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SOUTHERN CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>842587107</cusip>
			<value>56229</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1143100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1143100</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SOUTHWEST AIRLS CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
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			<value>2412</value>
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				<None>0</None>
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			<nameOfIssuer>SOUTHWEST GAS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>844895102</cusip>
			<value>26918</value>
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				<sshPrnamt>351317</sshPrnamt>
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			<nameOfIssuer>SPECTRA ENERGY CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>847560109</cusip>
			<value>70615</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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				<None>0</None>
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			<nameOfIssuer>SPIRE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>84857L101</cusip>
			<value>21953</value>
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				<sshPrnamt>340091</sshPrnamt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>340091</Sole>
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				<None>0</None>
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			<nameOfIssuer>SUNCOR ENERGY INC NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>867224107</cusip>
			<value>3037</value>
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				<sshPrnamt>92900</sshPrnamt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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				<None>0</None>
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			<nameOfIssuer>SUNTRUST BKS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>867914103</cusip>
			<value>1646</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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				<None>0</None>
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			<nameOfIssuer>SUPERIOR INDS INTL INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>868168105</cusip>
			<value>5122</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>194400</Sole>
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				<None>0</None>
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			<nameOfIssuer>SYNCHRONY FINL</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>87165B103</cusip>
			<value>1415</value>
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				<sshPrnamt>39000</sshPrnamt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>39000</Sole>
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				<None>0</None>
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			<nameOfIssuer>SYNNEX CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>87162W100</cusip>
			<value>46375</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>383200</Sole>
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				<None>0</None>
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			<nameOfIssuer>TARGET CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>87612E106</cusip>
			<value>5316</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>73600</Sole>
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				<None>0</None>
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			<nameOfIssuer>TECH DATA CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>878237106</cusip>
			<value>4615</value>
			<shrsOrPrnAmt>
				<sshPrnamt>54500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>54500</Sole>
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			<nameOfIssuer>TESORO CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>881609101</cusip>
			<value>1828</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>20900</Sole>
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				<None>0</None>
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			<nameOfIssuer>TEXAS CAPITAL BANCSHARES INC COM</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>88224Q107</cusip>
			<value>3763</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>THOMSON REUTERS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>884903105</cusip>
			<value>2666</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>THOR INDS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
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			<value>44292</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>TIFFANY &amp; CO NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>886547108</cusip>
			<value>2207</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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				<None>0</None>
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			<nameOfIssuer>TORONTO DOMINION BK ONT</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>891160509</cusip>
			<value>2867</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>58100</Sole>
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				<None>0</None>
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			<nameOfIssuer>TRANSCANADA CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>89353D107</cusip>
			<value>70278</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>TRIPLE-S MGMT CORP</nameOfIssuer>
			<titleOfClass>CL B</titleOfClass>
			<cusip>896749108</cusip>
			<value>3030</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>146400</Sole>
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			<nameOfIssuer>TTM TECHNOLOGIES  INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>87305R109</cusip>
			<value>36393</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>TYSON FOODS INC</nameOfIssuer>
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			<cusip>902494103</cusip>
			<value>3658</value>
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			<votingAuthority>
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			<nameOfIssuer>UGI CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>902681105</cusip>
			<value>19494</value>
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			<nameOfIssuer>UNIFIRST CORP MASS</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>904708104</cusip>
			<value>41175</value>
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			<nameOfIssuer>UNION PAC CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>907818108</cusip>
			<value>2592</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>UNITED CMNTY BKS BLAIRSVLE GA COM</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>90984P303</cusip>
			<value>1481</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>UNITED CONTL HLDGS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>910047109</cusip>
			<value>2769</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>UNITED FINL BANCORP INC NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>910304104</cusip>
			<value>6447</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>355000</Sole>
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			<nameOfIssuer>UNITED FIRE GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>910340108</cusip>
			<value>4681</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
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			<nameOfIssuer>UNITED PARCEL SERVICE INC</nameOfIssuer>
			<titleOfClass>CL B</titleOfClass>
			<cusip>911312106</cusip>
			<value>2602</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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		<infoTable>
			<nameOfIssuer>UNITED TECHNOLOGIES CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>913017109</cusip>
			<value>2225</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>UNITEDHEALTH GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>91324P102</cusip>
			<value>5153</value>
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		<infoTable>
			<nameOfIssuer>UNITIL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>913259107</cusip>
			<value>3069</value>
			<shrsOrPrnAmt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>67698</Sole>
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		<infoTable>
			<nameOfIssuer>UNUM GROUP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>91529Y106</cusip>
			<value>43574</value>
			<shrsOrPrnAmt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>991900</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>URBAN OUTFITTERS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>917047102</cusip>
			<value>29895</value>
			<shrsOrPrnAmt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1049700</Sole>
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		<infoTable>
			<nameOfIssuer>US BANCORP DEL</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>902973304</cusip>
			<value>873</value>
			<shrsOrPrnAmt>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>17000</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>VALERO ENERGY CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>91913Y100</cusip>
			<value>4489</value>
			<shrsOrPrnAmt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>65700</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>VECTREN CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>92240G101</cusip>
			<value>17743</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>340228</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>VERIZON COMMUNICATIONS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>92343V104</cusip>
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				<None>0</None>
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				<Sole>101400</Sole>
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				<None>0</None>
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				<None>0</None>
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				<None>0</None>
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			<nameOfIssuer>WAL-MART STORES INC</nameOfIssuer>
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			<cusip>931142103</cusip>
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			<nameOfIssuer>WASHINGTON FED INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
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			<value>9103</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
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				<Sole>265000</Sole>
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				<None>0</None>
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			<nameOfIssuer>WATSCO INC</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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				<None>0</None>
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			<nameOfIssuer>WEC ENERGY GROUP INC</nameOfIssuer>
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			<cusip>92939U106</cusip>
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			<investmentDiscretion>SOLE</investmentDiscretion>
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				<None>0</None>
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			<nameOfIssuer>WELLCARE HEALTH PLANS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>94946T106</cusip>
			<value>42399</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>309300</Sole>
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				<None>0</None>
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			<nameOfIssuer>WELLS FARGO &amp; CO NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>949746101</cusip>
			<value>1598</value>
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				<sshPrnamt>29000</sshPrnamt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>29000</Sole>
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				<None>0</None>
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			<nameOfIssuer>WESTERN ALLIANCE BANCORP</nameOfIssuer>
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			<cusip>957638109</cusip>
			<value>3775</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>77500</Sole>
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				<None>0</None>
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			<nameOfIssuer>WGL HLDGS INC</nameOfIssuer>
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			<value>25790</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<nameOfIssuer>WHOLE FOODS MKT INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>966837106</cusip>
			<value>1867</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>WINTRUST FINL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>97650W108</cusip>
			<value>5878</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>81000</Sole>
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				<None>0</None>
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			<nameOfIssuer>WORTHINGTON INDS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>981811102</cusip>
			<value>35442</value>
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				<sshPrnamt>747100</sshPrnamt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>747100</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>WSFS FINL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>929328102</cusip>
			<value>4056</value>
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				<sshPrnamt>87500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>87500</Sole>
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				<None>0</None>
			</votingAuthority>
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			<nameOfIssuer>XCEL ENERGY INC</nameOfIssuer>
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			<cusip>98389B100</cusip>
			<value>19145</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>XENITH BANKSHARES INC NEW</nameOfIssuer>
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			<value>2115</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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			<nameOfIssuer>XEROX CORP</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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				<None>0</None>
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			<nameOfIssuer>YADKIN FINL CORP</nameOfIssuer>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
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</informationTable>
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</TEXT>
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</SEC-DOCUMENT>
