<SEC-DOCUMENT>0001140361-17-040979.txt : 20171103
<SEC-HEADER>0001140361-17-040979.hdr.sgml : 20171103
<ACCEPTANCE-DATETIME>20171103163701
ACCESSION NUMBER:		0001140361-17-040979
CONFORMED SUBMISSION TYPE:	13F-HR
PUBLIC DOCUMENT COUNT:		2
CONFORMED PERIOD OF REPORT:	20170930
FILED AS OF DATE:		20171103
DATE AS OF CHANGE:		20171103
EFFECTIVENESS DATE:		20171103

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:		171176962

	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>
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      <liveTestFlag>LIVE</liveTestFlag>
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        <confirmingCopyFlag>false</confirmingCopyFlag>
        <returnCopyFlag>true</returnCopyFlag>
        <overrideInternetFlag>false</overrideInternetFlag>
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      <filer>
        <credentials>
          <cik>0001145255</cik>
          <ccc>XXXXXXXX</ccc>
        </credentials>
      </filer>
      <periodOfReport>09-30-2017</periodOfReport>
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  </headerData>
  <formData>
    <coverPage>
      <reportCalendarOrQuarter>09-30-2017</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>11-02-2017</signatureDate>
    </signatureBlock>
    <summaryPage>
      <otherIncludedManagersCount>0</otherIncludedManagersCount>
      <tableEntryTotal>284</tableEntryTotal>
      <tableValueTotal>3226647</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>10432</value>
			<shrsOrPrnAmt>
				<sshPrnamt>117400</sshPrnamt>
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				<None>0</None>
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			<nameOfIssuer>ACCO BRANDS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>00081T108</cusip>
			<value>3574</value>
			<shrsOrPrnAmt>
				<sshPrnamt>300300</sshPrnamt>
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			<nameOfIssuer>ADTALEM GLOBAL ED INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>00737L103</cusip>
			<value>4280</value>
			<shrsOrPrnAmt>
				<sshPrnamt>119400</sshPrnamt>
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			<nameOfIssuer>ADVANCED SEMICONDUCTOR ENGR</nameOfIssuer>
			<titleOfClass>SPONSORED ADR</titleOfClass>
			<cusip>00756M404</cusip>
			<value>65</value>
			<shrsOrPrnAmt>
				<sshPrnamt>10598</sshPrnamt>
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			<nameOfIssuer>AIR PRODS &amp; CHEMS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
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			<value>2208</value>
			<shrsOrPrnAmt>
				<sshPrnamt>14600</sshPrnamt>
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			<nameOfIssuer>AK STL HLDG CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>001547108</cusip>
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		<infoTable>
			<nameOfIssuer>ALASKA AIR GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>011659109</cusip>
			<value>1586</value>
			<shrsOrPrnAmt>
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				<sshPrnamtType>SH</sshPrnamtType>
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				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>ALGONQUIN PWR UTILS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>015857105</cusip>
			<value>4351</value>
			<shrsOrPrnAmt>
				<sshPrnamt>411664</sshPrnamt>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ALLIANT ENERGY CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>018802108</cusip>
			<value>6132</value>
			<shrsOrPrnAmt>
				<sshPrnamt>147508</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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		<infoTable>
			<nameOfIssuer>ALTRIA GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>02209S103</cusip>
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			<nameOfIssuer>AMEREN CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
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			<value>9962</value>
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		<infoTable>
			<nameOfIssuer>AMERICAN AIRLS GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
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			<nameOfIssuer>AMERICAN EXPRESS CO</nameOfIssuer>
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			<cusip>025816109</cusip>
			<value>1357</value>
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			<nameOfIssuer>AMERIPRISE FINL INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>03076C106</cusip>
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			<nameOfIssuer>AMERISOURCEBERGEN CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
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			<nameOfIssuer>APPLE INC</nameOfIssuer>
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			<nameOfIssuer>ARAMARK</nameOfIssuer>
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			<nameOfIssuer>ARCOS DORADOS HOLDINGS INC</nameOfIssuer>
			<titleOfClass>SHS CLASS - A -</titleOfClass>
			<cusip>G0457F107</cusip>
			<value>6179</value>
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			<nameOfIssuer>ASSURED GUARANTY LTD</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>G0585R106</cusip>
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				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>ASTORIA FINL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>046265104</cusip>
			<value>5590</value>
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				<sshPrnamt>260000</sshPrnamt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>260000</Sole>
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				<None>0</None>
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			<nameOfIssuer>ASTRAZENECA PLC</nameOfIssuer>
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			<cusip>046353108</cusip>
			<value>6017</value>
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				<None>0</None>
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			<nameOfIssuer>AT&amp;T INC</nameOfIssuer>
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			<value>4820</value>
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			<nameOfIssuer>ATMOS ENERGY CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>049560105</cusip>
			<value>68798</value>
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				<None>0</None>
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			<nameOfIssuer>AUTOZONE INC</nameOfIssuer>
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			<value>1607</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>2700</Sole>
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				<None>0</None>
			</votingAuthority>
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			<nameOfIssuer>AVANGRID INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
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			<value>4277</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>90200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>AVISTA CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>05379B107</cusip>
			<value>5103</value>
			<shrsOrPrnAmt>
				<sshPrnamt>98572</sshPrnamt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>98572</Sole>
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			</votingAuthority>
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			<nameOfIssuer>BANC OF CALIFORNIA INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
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			<value>7989</value>
			<shrsOrPrnAmt>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>385000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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			<nameOfIssuer>BANK AMER CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
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			<value>1596</value>
			<shrsOrPrnAmt>
				<sshPrnamt>63000</sshPrnamt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>63000</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BANK MONTREAL QUE</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>063671101</cusip>
			<value>5163</value>
			<shrsOrPrnAmt>
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			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>68200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BANK N S HALIFAX</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>064149107</cusip>
			<value>5461</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>BANKUNITED INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
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			<value>1423</value>
			<shrsOrPrnAmt>
				<sshPrnamt>40000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>40000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BANNER CORP</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>06652V208</cusip>
			<value>7691</value>
			<shrsOrPrnAmt>
				<sshPrnamt>125500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>125500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BCE INC</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>05534B760</cusip>
			<value>5498</value>
			<shrsOrPrnAmt>
				<sshPrnamt>117400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>117400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BENEFICIAL BANCORP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>08171T102</cusip>
			<value>3694</value>
			<shrsOrPrnAmt>
				<sshPrnamt>222500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>222500</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>7967</value>
			<shrsOrPrnAmt>
				<sshPrnamt>29</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>29</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BERKSHIRE HATHAWAY INC DEL</nameOfIssuer>
			<titleOfClass>CL B NEW</titleOfClass>
			<cusip>084670702</cusip>
			<value>1650</value>
			<shrsOrPrnAmt>
				<sshPrnamt>9000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>9000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BERRY GLOBAL GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>08579W103</cusip>
			<value>35610</value>
			<shrsOrPrnAmt>
				<sshPrnamt>628600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>628600</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BEST BUY INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>086516101</cusip>
			<value>2626</value>
			<shrsOrPrnAmt>
				<sshPrnamt>46100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>46100</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BIOGEN INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>09062X103</cusip>
			<value>2348</value>
			<shrsOrPrnAmt>
				<sshPrnamt>7500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>7500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BLACK HILLS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>092113109</cusip>
			<value>14872</value>
			<shrsOrPrnAmt>
				<sshPrnamt>215947</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>215947</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BOEING CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>097023105</cusip>
			<value>9317</value>
			<shrsOrPrnAmt>
				<sshPrnamt>36650</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>36650</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BP PLC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>055622104</cusip>
			<value>5980</value>
			<shrsOrPrnAmt>
				<sshPrnamt>155600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>155600</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BRIGHTHOUSE FINL INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>10922N103</cusip>
			<value>549</value>
			<shrsOrPrnAmt>
				<sshPrnamt>9027</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>9027</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BRINKER INTL INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>109641100</cusip>
			<value>17794</value>
			<shrsOrPrnAmt>
				<sshPrnamt>558500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>558500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BRINKS CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>109696104</cusip>
			<value>58585</value>
			<shrsOrPrnAmt>
				<sshPrnamt>695365</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>695365</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>BROOKLINE BANCORP INC DEL</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>11373M107</cusip>
			<value>9610</value>
			<shrsOrPrnAmt>
				<sshPrnamt>620000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>620000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CABOT CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>127055101</cusip>
			<value>29434</value>
			<shrsOrPrnAmt>
				<sshPrnamt>527489</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>527489</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CACI INTL INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>127190304</cusip>
			<value>39167</value>
			<shrsOrPrnAmt>
				<sshPrnamt>281069</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>281069</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CAPITAL ONE FINL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>14040H105</cusip>
			<value>593</value>
			<shrsOrPrnAmt>
				<sshPrnamt>7000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>7000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CAPSTAR FINL HLDGS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>14070T102</cusip>
			<value>6315</value>
			<shrsOrPrnAmt>
				<sshPrnamt>322500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>322500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CARDINAL HEALTH INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>14149Y108</cusip>
			<value>1740</value>
			<shrsOrPrnAmt>
				<sshPrnamt>26000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>26000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CATERPILLAR INC DEL</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>149123101</cusip>
			<value>11448</value>
			<shrsOrPrnAmt>
				<sshPrnamt>91800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>91800</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CBS CORP NEW</nameOfIssuer>
			<titleOfClass>CL B</titleOfClass>
			<cusip>124857202</cusip>
			<value>1844</value>
			<shrsOrPrnAmt>
				<sshPrnamt>31800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>31800</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CDW CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>12514G108</cusip>
			<value>40489</value>
			<shrsOrPrnAmt>
				<sshPrnamt>613469</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>613469</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CENTERPOINT ENERGY INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>15189T107</cusip>
			<value>27663</value>
			<shrsOrPrnAmt>
				<sshPrnamt>947028</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>947028</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CENTRAL GARDEN &amp; PET CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>153527106</cusip>
			<value>4482</value>
			<shrsOrPrnAmt>
				<sshPrnamt>115400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>115400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CENTURYLINK INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>156700106</cusip>
			<value>4009</value>
			<shrsOrPrnAmt>
				<sshPrnamt>212100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>212100</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CHEESECAKE FACTORY INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>163072101</cusip>
			<value>21780</value>
			<shrsOrPrnAmt>
				<sshPrnamt>517100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>517100</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CHEMOURS CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>163851108</cusip>
			<value>6099</value>
			<shrsOrPrnAmt>
				<sshPrnamt>120500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>120500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CHENIERE ENERGY INC</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>16411R208</cusip>
			<value>72083</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1600417</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1600417</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CHESAPEAKE UTILS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>165303108</cusip>
			<value>7368</value>
			<shrsOrPrnAmt>
				<sshPrnamt>94158</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>94158</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CHEVRON CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>166764100</cusip>
			<value>11647</value>
			<shrsOrPrnAmt>
				<sshPrnamt>99125</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>99125</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CHINA MOBILE LIMITED</nameOfIssuer>
			<titleOfClass>SPONSORED ADR</titleOfClass>
			<cusip>16941M109</cusip>
			<value>4693</value>
			<shrsOrPrnAmt>
				<sshPrnamt>92800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>92800</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CISCO SYS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>17275R102</cusip>
			<value>11150</value>
			<shrsOrPrnAmt>
				<sshPrnamt>331560</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>331560</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CITIGROUP INC</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>172967424</cusip>
			<value>1637</value>
			<shrsOrPrnAmt>
				<sshPrnamt>22500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>22500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CITIZENS FINL GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>174610105</cusip>
			<value>720</value>
			<shrsOrPrnAmt>
				<sshPrnamt>19000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>19000</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CLIFTON BANCORP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>186873105</cusip>
			<value>3344</value>
			<shrsOrPrnAmt>
				<sshPrnamt>200000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>200000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CMS ENERGY CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>125896100</cusip>
			<value>30687</value>
			<shrsOrPrnAmt>
				<sshPrnamt>662498</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>662498</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>COACH INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>189754104</cusip>
			<value>2175</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>COCA COLA CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>191216100</cusip>
			<value>11298</value>
			<shrsOrPrnAmt>
				<sshPrnamt>251000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>251000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>COLUMBUS MCKINNON CORP N Y</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>199333105</cusip>
			<value>5449</value>
			<shrsOrPrnAmt>
				<sshPrnamt>143900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>143900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CONNECTONE BANCORP INC NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>20786W107</cusip>
			<value>6150</value>
			<shrsOrPrnAmt>
				<sshPrnamt>250000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>250000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CONSOLIDATED EDISON INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>209115104</cusip>
			<value>33759</value>
			<shrsOrPrnAmt>
				<sshPrnamt>418436</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>418436</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CORNING NAT GAS HLDG CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>219387107</cusip>
			<value>367</value>
			<shrsOrPrnAmt>
				<sshPrnamt>19749</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>19749</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>COSAN LTD</nameOfIssuer>
			<titleOfClass>SHS A</titleOfClass>
			<cusip>G25343107</cusip>
			<value>3515</value>
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				<sshPrnamt>432300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>432300</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CRANE CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>224399105</cusip>
			<value>32348</value>
			<shrsOrPrnAmt>
				<sshPrnamt>404400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>404400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>CUMMINS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>231021106</cusip>
			<value>2336</value>
			<shrsOrPrnAmt>
				<sshPrnamt>13900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>13900</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>DARDEN RESTAURANTS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>237194105</cusip>
			<value>2166</value>
			<shrsOrPrnAmt>
				<sshPrnamt>27500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>27500</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>DEERE &amp; CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>244199105</cusip>
			<value>2349</value>
			<shrsOrPrnAmt>
				<sshPrnamt>18700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>18700</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>DELTA AIR LINES INC DEL</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>247361702</cusip>
			<value>2025</value>
			<shrsOrPrnAmt>
				<sshPrnamt>42000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>42000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>DIME CMNTY BANCSHARES</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>253922108</cusip>
			<value>6450</value>
			<shrsOrPrnAmt>
				<sshPrnamt>300000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>300000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>DISNEY WALT CO</nameOfIssuer>
			<titleOfClass>COM DISNEY</titleOfClass>
			<cusip>254687106</cusip>
			<value>1824</value>
			<shrsOrPrnAmt>
				<sshPrnamt>18500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>18500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>DOLLAR GEN CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>256677105</cusip>
			<value>2180</value>
			<shrsOrPrnAmt>
				<sshPrnamt>26900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>26900</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>DOMINION ENERGY INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>25746U109</cusip>
			<value>68875</value>
			<shrsOrPrnAmt>
				<sshPrnamt>895296</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>895296</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>DTE ENERGY CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>233331107</cusip>
			<value>33400</value>
			<shrsOrPrnAmt>
				<sshPrnamt>311104</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>311104</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>DUKE ENERGY CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>26441C204</cusip>
			<value>37033</value>
			<shrsOrPrnAmt>
				<sshPrnamt>441287</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>441287</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>DXP ENTERPRISES INC NEW</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>233377407</cusip>
			<value>3231</value>
			<shrsOrPrnAmt>
				<sshPrnamt>102600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>102600</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>EAGLE BANCORP INC MD</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>268948106</cusip>
			<value>8046</value>
			<shrsOrPrnAmt>
				<sshPrnamt>120000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>120000</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>EAST WEST BANCORP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>27579R104</cusip>
			<value>717</value>
			<shrsOrPrnAmt>
				<sshPrnamt>12000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>12000</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>EATON CORP PLC</nameOfIssuer>
			<titleOfClass>SHS</titleOfClass>
			<cusip>G29183103</cusip>
			<value>5529</value>
			<shrsOrPrnAmt>
				<sshPrnamt>72000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>72000</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>EMCOR GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>29084Q100</cusip>
			<value>31561</value>
			<shrsOrPrnAmt>
				<sshPrnamt>454900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>454900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>EMERSON ELEC CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>291011104</cusip>
			<value>5417</value>
			<shrsOrPrnAmt>
				<sshPrnamt>86200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>86200</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>ENBRIDGE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>29250N105</cusip>
			<value>70867</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1693765</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1693765</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>ENERGY TRANSFER EQUITY L P</nameOfIssuer>
			<titleOfClass>COM UT LTD PTN</titleOfClass>
			<cusip>29273V100</cusip>
			<value>3624</value>
			<shrsOrPrnAmt>
				<sshPrnamt>208500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>208500</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>ENTERGY CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>29364G103</cusip>
			<value>913</value>
			<shrsOrPrnAmt>
				<sshPrnamt>11960</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>11960</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>EQT CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>26884L109</cusip>
			<value>15037</value>
			<shrsOrPrnAmt>
				<sshPrnamt>230482</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>230482</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>EVERSOURCE ENERGY</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>30040W108</cusip>
			<value>15767</value>
			<shrsOrPrnAmt>
				<sshPrnamt>260875</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>260875</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>EXELON CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>30161N101</cusip>
			<value>14188</value>
			<shrsOrPrnAmt>
				<sshPrnamt>376631</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>376631</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>EXTREME NETWORKS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>30226D106</cusip>
			<value>8076</value>
			<shrsOrPrnAmt>
				<sshPrnamt>679220</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>679220</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>EXXON MOBIL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>30231G102</cusip>
			<value>10826</value>
			<shrsOrPrnAmt>
				<sshPrnamt>132060</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>132060</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>FCB FINL HLDGS INC</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>30255G103</cusip>
			<value>8308</value>
			<shrsOrPrnAmt>
				<sshPrnamt>172000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>172000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>FIFTH THIRD BANCORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>316773100</cusip>
			<value>979</value>
			<shrsOrPrnAmt>
				<sshPrnamt>35000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>35000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>FIRST BANCORP P R</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>318672706</cusip>
			<value>2560</value>
			<shrsOrPrnAmt>
				<sshPrnamt>500000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>500000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>FIRST CONN BANCORP INC MD</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>319850103</cusip>
			<value>5016</value>
			<shrsOrPrnAmt>
				<sshPrnamt>187500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>187500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>FIRST REP BK SAN FRANCISCO CAL COM</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>33616C100</cusip>
			<value>836</value>
			<shrsOrPrnAmt>
				<sshPrnamt>8000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>8000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>FLUSHING FINL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>343873105</cusip>
			<value>8530</value>
			<shrsOrPrnAmt>
				<sshPrnamt>287000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>287000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>FNB CORP PA</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>302520101</cusip>
			<value>2034</value>
			<shrsOrPrnAmt>
				<sshPrnamt>145000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>145000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>FOOT LOCKER INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>344849104</cusip>
			<value>15528</value>
			<shrsOrPrnAmt>
				<sshPrnamt>440900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>440900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>FORD MTR CO DEL</nameOfIssuer>
			<titleOfClass>COM PAR $0.01</titleOfClass>
			<cusip>345370860</cusip>
			<value>5004</value>
			<shrsOrPrnAmt>
				<sshPrnamt>418045</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>418045</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>FORTIS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>349553107</cusip>
			<value>18628</value>
			<shrsOrPrnAmt>
				<sshPrnamt>520776</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>520776</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>FREEPORT-MCMORAN INC</nameOfIssuer>
			<titleOfClass>CL B</titleOfClass>
			<cusip>35671D857</cusip>
			<value>3408</value>
			<shrsOrPrnAmt>
				<sshPrnamt>242700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>242700</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GAP INC DEL</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>364760108</cusip>
			<value>2560</value>
			<shrsOrPrnAmt>
				<sshPrnamt>86700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>86700</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GENERAL ELECTRIC CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>369604103</cusip>
			<value>7949</value>
			<shrsOrPrnAmt>
				<sshPrnamt>328734</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>328734</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GENERAL MLS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>370334104</cusip>
			<value>4394</value>
			<shrsOrPrnAmt>
				<sshPrnamt>84900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>84900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GENERAL MTRS CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>37045V100</cusip>
			<value>5706</value>
			<shrsOrPrnAmt>
				<sshPrnamt>141300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>141300</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>GILEAD SCIENCES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>375558103</cusip>
			<value>2455</value>
			<shrsOrPrnAmt>
				<sshPrnamt>30300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>30300</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GLAXOSMITHKLINE PLC</nameOfIssuer>
			<titleOfClass>SPONSORED ADR</titleOfClass>
			<cusip>37733W105</cusip>
			<value>5091</value>
			<shrsOrPrnAmt>
				<sshPrnamt>125400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>125400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GLOBAL PMTS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>37940X102</cusip>
			<value>1425</value>
			<shrsOrPrnAmt>
				<sshPrnamt>15000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>15000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GOLDMAN SACHS GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>38141G104</cusip>
			<value>1423</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>6504</value>
			<shrsOrPrnAmt>
				<sshPrnamt>275000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>275000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GREIF INC</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>397624107</cusip>
			<value>3869</value>
			<shrsOrPrnAmt>
				<sshPrnamt>66100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>66100</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>GUARANTY BANCSHARES INC TEX</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>400764106</cusip>
			<value>1759</value>
			<shrsOrPrnAmt>
				<sshPrnamt>55000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>55000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HARLEY DAVIDSON INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>412822108</cusip>
			<value>1716</value>
			<shrsOrPrnAmt>
				<sshPrnamt>35600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>35600</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HCA HEALTHCARE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>40412C101</cusip>
			<value>1942</value>
			<shrsOrPrnAmt>
				<sshPrnamt>24400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>24400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HEWLETT PACKARD ENTERPRISE CO COM</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>42824C109</cusip>
			<value>2429</value>
			<shrsOrPrnAmt>
				<sshPrnamt>165146</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>165146</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HINGHAM INSTN SVGS MASS</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>433323102</cusip>
			<value>9514</value>
			<shrsOrPrnAmt>
				<sshPrnamt>50000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>50000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HOPE BANCORP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>43940T109</cusip>
			<value>2391</value>
			<shrsOrPrnAmt>
				<sshPrnamt>135000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>135000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>40434L105</cusip>
			<value>8497</value>
			<shrsOrPrnAmt>
				<sshPrnamt>425700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>425700</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HSBC HLDGS PLC</nameOfIssuer>
			<titleOfClass>SPON ADR NEW</titleOfClass>
			<cusip>404280406</cusip>
			<value>6334</value>
			<shrsOrPrnAmt>
				<sshPrnamt>128200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>128200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>HUNT J B TRANS SVCS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>445658107</cusip>
			<value>2288</value>
			<shrsOrPrnAmt>
				<sshPrnamt>20600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>20600</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>IBERIABANK CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>450828108</cusip>
			<value>8626</value>
			<shrsOrPrnAmt>
				<sshPrnamt>105000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>105000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>INDEPENDENT BANK CORP MASS</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>453836108</cusip>
			<value>6719</value>
			<shrsOrPrnAmt>
				<sshPrnamt>90000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>90000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>INSIGHT ENTERPRISES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>45765U103</cusip>
			<value>4009</value>
			<shrsOrPrnAmt>
				<sshPrnamt>87300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>87300</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>INTEL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>458140100</cusip>
			<value>2511</value>
			<shrsOrPrnAmt>
				<sshPrnamt>65947</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>65947</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>INTERNATIONAL BUSINESS MACHS COM</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>459200101</cusip>
			<value>11280</value>
			<shrsOrPrnAmt>
				<sshPrnamt>77751</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>77751</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>INTERPUBLIC GROUP COS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>460690100</cusip>
			<value>1823</value>
			<shrsOrPrnAmt>
				<sshPrnamt>87700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>87700</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>INTL PAPER CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>460146103</cusip>
			<value>5631</value>
			<shrsOrPrnAmt>
				<sshPrnamt>99100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>99100</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>JPMORGAN CHASE &amp; CO.</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>46625H100</cusip>
			<value>1528</value>
			<shrsOrPrnAmt>
				<sshPrnamt>16000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>16000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>K12 INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>48273U102</cusip>
			<value>3771</value>
			<shrsOrPrnAmt>
				<sshPrnamt>211400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>211400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>KEARNY FINL CORP MD</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>48716P108</cusip>
			<value>5219</value>
			<shrsOrPrnAmt>
				<sshPrnamt>340000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>340000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>KEMET CORP</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>488360207</cusip>
			<value>10178</value>
			<shrsOrPrnAmt>
				<sshPrnamt>481700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>481700</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>KENNAMETAL INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>489170100</cusip>
			<value>39190</value>
			<shrsOrPrnAmt>
				<sshPrnamt>971500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>971500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>KINDER MORGAN INC DEL</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>49456B101</cusip>
			<value>69414</value>
			<shrsOrPrnAmt>
				<sshPrnamt>3619101</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>3619101</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>KLA-TENCOR CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>482480100</cusip>
			<value>2543</value>
			<shrsOrPrnAmt>
				<sshPrnamt>23993</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>23993</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>KROGER CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>501044101</cusip>
			<value>1236</value>
			<shrsOrPrnAmt>
				<sshPrnamt>61600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>61600</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>KRONOS WORLDWIDE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>50105F105</cusip>
			<value>6511</value>
			<shrsOrPrnAmt>
				<sshPrnamt>285200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>285200</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>L BRANDS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>501797104</cusip>
			<value>1436</value>
			<shrsOrPrnAmt>
				<sshPrnamt>34500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>34500</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>LAS VEGAS SANDS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>517834107</cusip>
			<value>6410</value>
			<shrsOrPrnAmt>
				<sshPrnamt>99900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>99900</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>LEAR CORP</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>521865204</cusip>
			<value>2510</value>
			<shrsOrPrnAmt>
				<sshPrnamt>14500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>14500</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>LINCOLN NATL CORP IND</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>534187109</cusip>
			<value>4005</value>
			<shrsOrPrnAmt>
				<sshPrnamt>54500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>54500</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>LOCKHEED MARTIN CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>539830109</cusip>
			<value>2451</value>
			<shrsOrPrnAmt>
				<sshPrnamt>7900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>7900</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>LYONDELLBASELL INDUSTRIES N V SHS - A -</nameOfIssuer>
			<titleOfClass>SHS - A -</titleOfClass>
			<cusip>N53745100</cusip>
			<value>5586</value>
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				<sshPrnamt>56400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>56400</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>MANULIFE FINL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>56501R106</cusip>
			<value>5811</value>
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				<sshPrnamt>286400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>286400</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>MASTERCARD INCORPORATED</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>57636Q104</cusip>
			<value>1763</value>
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				<sshPrnamt>12488</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>12488</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>MCDERMOTT INTL INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>580037109</cusip>
			<value>3498</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>481100</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>MCDONALDS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>580135101</cusip>
			<value>2969</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>18950</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>MCKESSON CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>58155Q103</cusip>
			<value>2197</value>
			<shrsOrPrnAmt>
				<sshPrnamt>14300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>14300</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>MDU RES GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>552690109</cusip>
			<value>43952</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1693707</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1693707</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>MERIDIAN BANCORP INC MD</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>58958U103</cusip>
			<value>6994</value>
			<shrsOrPrnAmt>
				<sshPrnamt>375000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>375000</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>MERITOR INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>59001K100</cusip>
			<value>6344</value>
			<shrsOrPrnAmt>
				<sshPrnamt>243900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>243900</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>META FINL GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>59100U108</cusip>
			<value>3371</value>
			<shrsOrPrnAmt>
				<sshPrnamt>43000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>43000</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>METLIFE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>59156R108</cusip>
			<value>5159</value>
			<shrsOrPrnAmt>
				<sshPrnamt>99300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>99300</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>MGE ENERGY INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>55277P104</cusip>
			<value>3112</value>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>48179</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>MICRO FOCUS INTERNATIONAL PLC SPON ADR NEW</nameOfIssuer>
			<titleOfClass>SPON ADR NEW</titleOfClass>
			<cusip>594837304</cusip>
			<value>704</value>
			<shrsOrPrnAmt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>22054</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>MIDLAND STS BANCORP INC ILL</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>597742105</cusip>
			<value>3643</value>
			<shrsOrPrnAmt>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>115000</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>MOODYS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>615369105</cusip>
			<value>1531</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>11000</Sole>
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		<infoTable>
			<nameOfIssuer>MORGAN STANLEY</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>617446448</cusip>
			<value>1397</value>
			<shrsOrPrnAmt>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>29000</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>NATIONAL FUEL GAS CO N J</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>636180101</cusip>
			<value>24893</value>
			<shrsOrPrnAmt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>439724</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>NATIONAL GRID PLC</nameOfIssuer>
			<titleOfClass>SPON ADR NEW</titleOfClass>
			<cusip>636274409</cusip>
			<value>67748</value>
			<shrsOrPrnAmt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1080345</Sole>
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		<infoTable>
			<nameOfIssuer>NAVISTAR INTL CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>63934E108</cusip>
			<value>54350</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1233268</Sole>
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		<infoTable>
			<nameOfIssuer>NCR CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>62886E108</cusip>
			<value>32635</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>869800</Sole>
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		<infoTable>
			<nameOfIssuer>NEW JERSEY RES</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>646025106</cusip>
			<value>19445</value>
			<shrsOrPrnAmt>
				<sshPrnamt>461334</sshPrnamt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>461334</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>NISOURCE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>65473P105</cusip>
			<value>38354</value>
			<shrsOrPrnAmt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1498781</Sole>
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		<infoTable>
			<nameOfIssuer>NORDSTROM INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>655664100</cusip>
			<value>2141</value>
			<shrsOrPrnAmt>
				<sshPrnamt>45400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>45400</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>NORTHWEST NAT GAS CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>667655104</cusip>
			<value>14445</value>
			<shrsOrPrnAmt>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>224303</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>NORTHWESTERN CORP</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>668074305</cusip>
			<value>4635</value>
			<shrsOrPrnAmt>
				<sshPrnamt>81398</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>81398</Sole>
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		<infoTable>
			<nameOfIssuer>OCCIDENTAL PETE CORP DEL</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>674599105</cusip>
			<value>5160</value>
			<shrsOrPrnAmt>
				<sshPrnamt>80360</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>80360</Sole>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>OCEANFIRST FINL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>675234108</cusip>
			<value>7697</value>
			<shrsOrPrnAmt>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>280000</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>OLYMPIC STEEL INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>68162K106</cusip>
			<value>3397</value>
			<shrsOrPrnAmt>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>154400</Sole>
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		<infoTable>
			<nameOfIssuer>OMNICOM GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>681919106</cusip>
			<value>1763</value>
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				<sshPrnamt>23800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>23800</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>ON SEMICONDUCTOR CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>682189105</cusip>
			<value>43526</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2356600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>2356600</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>ONE GAS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>68235P108</cusip>
			<value>30183</value>
			<shrsOrPrnAmt>
				<sshPrnamt>409875</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>409875</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>OPUS BK IRVINE CALIF</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>684000102</cusip>
			<value>7920</value>
			<shrsOrPrnAmt>
				<sshPrnamt>330000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>330000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>OSHKOSH CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>688239201</cusip>
			<value>4680</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>PACKAGING CORP AMER</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>695156109</cusip>
			<value>38234</value>
			<shrsOrPrnAmt>
				<sshPrnamt>333400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>333400</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>PACWEST BANCORP DEL</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>695263103</cusip>
			<value>5506</value>
			<shrsOrPrnAmt>
				<sshPrnamt>109000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>109000</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>PATRICK INDS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>703343103</cusip>
			<value>3936</value>
			<shrsOrPrnAmt>
				<sshPrnamt>46800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>46800</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>PAYPAL HLDGS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>70450Y103</cusip>
			<value>1665</value>
			<shrsOrPrnAmt>
				<sshPrnamt>26000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>26000</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>PCM INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>69323K100</cusip>
			<value>1982</value>
			<shrsOrPrnAmt>
				<sshPrnamt>141600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>141600</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>PFIZER INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>717081103</cusip>
			<value>11504</value>
			<shrsOrPrnAmt>
				<sshPrnamt>322250</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>322250</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>PG&amp;E CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>69331C108</cusip>
			<value>66718</value>
			<shrsOrPrnAmt>
				<sshPrnamt>979849</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>979849</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>PHILIP MORRIS INTL INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>718172109</cusip>
			<value>5373</value>
			<shrsOrPrnAmt>
				<sshPrnamt>48400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>48400</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>PHILLIPS 66</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>718546104</cusip>
			<value>6120</value>
			<shrsOrPrnAmt>
				<sshPrnamt>66800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>66800</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>PLAINS GP HLDGS L P</nameOfIssuer>
			<titleOfClass>SH A REP LTPN</titleOfClass>
			<cusip>72651A207</cusip>
			<value>14484</value>
			<shrsOrPrnAmt>
				<sshPrnamt>662255</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>662255</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>PLATFORM SPECIALTY PRODS CORP COM</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>72766Q105</cusip>
			<value>3363</value>
			<shrsOrPrnAmt>
				<sshPrnamt>301600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>301600</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>PNC FINL SVCS GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>693475105</cusip>
			<value>1280</value>
			<shrsOrPrnAmt>
				<sshPrnamt>9500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>9500</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>PPL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>69351T106</cusip>
			<value>18247</value>
			<shrsOrPrnAmt>
				<sshPrnamt>480819</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>480819</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>PRICE T ROWE GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>74144T108</cusip>
			<value>2710</value>
			<shrsOrPrnAmt>
				<sshPrnamt>29900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>29900</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>PROCTER AND GAMBLE CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>742718109</cusip>
			<value>4062</value>
			<shrsOrPrnAmt>
				<sshPrnamt>44650</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>44650</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>PROVIDENT FINL SVCS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>74386T105</cusip>
			<value>4547</value>
			<shrsOrPrnAmt>
				<sshPrnamt>170500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>170500</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>PUBLIC SVC ENTERPRISE GROUP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>744573106</cusip>
			<value>29919</value>
			<shrsOrPrnAmt>
				<sshPrnamt>646890</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>646890</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>PVH CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>693656100</cusip>
			<value>32410</value>
			<shrsOrPrnAmt>
				<sshPrnamt>257100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>257100</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>Q2 HLDGS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>74736L109</cusip>
			<value>2083</value>
			<shrsOrPrnAmt>
				<sshPrnamt>50000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>50000</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>QUALCOMM INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>747525103</cusip>
			<value>4723</value>
			<shrsOrPrnAmt>
				<sshPrnamt>91100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>91100</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>RGC RES INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>74955L103</cusip>
			<value>1656</value>
			<shrsOrPrnAmt>
				<sshPrnamt>57949</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>57949</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>RIO TINTO PLC</nameOfIssuer>
			<titleOfClass>SPONSORED ADR</titleOfClass>
			<cusip>767204100</cusip>
			<value>5899</value>
			<shrsOrPrnAmt>
				<sshPrnamt>125000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>125000</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>ROYAL BK CDA MONTREAL QUE</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>780087102</cusip>
			<value>5469</value>
			<shrsOrPrnAmt>
				<sshPrnamt>70700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>70700</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>ROYAL DUTCH SHELL PLC</nameOfIssuer>
			<titleOfClass>SPON ADR A</titleOfClass>
			<cusip>780259206</cusip>
			<value>6106</value>
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				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>100800</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>SANMINA CORPORATION</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>801056102</cusip>
			<value>36952</value>
			<shrsOrPrnAmt>
				<sshPrnamt>994663</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>994663</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>SCANA CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>80589M102</cusip>
			<value>8605</value>
			<shrsOrPrnAmt>
				<sshPrnamt>177466</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>177466</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>SCHWAB CHARLES CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>808513105</cusip>
			<value>547</value>
			<shrsOrPrnAmt>
				<sshPrnamt>12500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>12500</Sole>
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				<None>0</None>
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		<infoTable>
			<nameOfIssuer>SCIENCE APPLICATNS INTL CP NEW COM</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>808625107</cusip>
			<value>29793</value>
			<shrsOrPrnAmt>
				<sshPrnamt>445673</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>445673</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>SCIENTIFIC GAMES CORP</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>80874P109</cusip>
			<value>8835</value>
			<shrsOrPrnAmt>
				<sshPrnamt>192700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>192700</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>SEMPRA ENERGY</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>816851109</cusip>
			<value>68152</value>
			<shrsOrPrnAmt>
				<sshPrnamt>597140</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>597140</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>SIERRA WIRELESS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>826516106</cusip>
			<value>3317</value>
			<shrsOrPrnAmt>
				<sshPrnamt>154300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>154300</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>SIGNATURE BK NEW YORK N Y</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>82669G104</cusip>
			<value>896</value>
			<shrsOrPrnAmt>
				<sshPrnamt>7000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>7000</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>SKYWEST INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>830879102</cusip>
			<value>4781</value>
			<shrsOrPrnAmt>
				<sshPrnamt>108900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>108900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SKYWORKS SOLUTIONS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>83088M102</cusip>
			<value>2252</value>
			<shrsOrPrnAmt>
				<sshPrnamt>22100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>22100</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SOUTH JERSEY INDS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>838518108</cusip>
			<value>14733</value>
			<shrsOrPrnAmt>
				<sshPrnamt>426671</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>426671</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SOUTHERN CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>842587107</cusip>
			<value>46693</value>
			<shrsOrPrnAmt>
				<sshPrnamt>950200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>950200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SOUTHWEST AIRLS CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>844741108</cusip>
			<value>2138</value>
			<shrsOrPrnAmt>
				<sshPrnamt>38200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>38200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SOUTHWEST GAS HOLDINGS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>844895102</cusip>
			<value>26175</value>
			<shrsOrPrnAmt>
				<sshPrnamt>337217</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>337217</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SPIRE INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>84857L101</cusip>
			<value>24164</value>
			<shrsOrPrnAmt>
				<sshPrnamt>323691</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>323691</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SPRINT CORP</nameOfIssuer>
			<titleOfClass>COM SER 1</titleOfClass>
			<cusip>85207U105</cusip>
			<value>3408</value>
			<shrsOrPrnAmt>
				<sshPrnamt>438100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>438100</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SPX CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>784635104</cusip>
			<value>4545</value>
			<shrsOrPrnAmt>
				<sshPrnamt>154900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>154900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SQUARE INC</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>852234103</cusip>
			<value>432</value>
			<shrsOrPrnAmt>
				<sshPrnamt>15000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>15000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>STATOIL ASA</nameOfIssuer>
			<titleOfClass>SPONSORED ADR</titleOfClass>
			<cusip>85771P102</cusip>
			<value>6015</value>
			<shrsOrPrnAmt>
				<sshPrnamt>299400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>299400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>STEEL DYNAMICS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>858119100</cusip>
			<value>3540</value>
			<shrsOrPrnAmt>
				<sshPrnamt>102700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>102700</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>STERLING CONSTRUCTION CO INC COM</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>859241101</cusip>
			<value>6538</value>
			<shrsOrPrnAmt>
				<sshPrnamt>429300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>429300</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SUNCOR ENERGY INC NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>867224107</cusip>
			<value>5797</value>
			<shrsOrPrnAmt>
				<sshPrnamt>165500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>165500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>SUNTRUST BKS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>867914103</cusip>
			<value>956</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>SYNNEX CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>87162W100</cusip>
			<value>33930</value>
			<shrsOrPrnAmt>
				<sshPrnamt>268200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>268200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TARGET CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>87612E106</cusip>
			<value>6467</value>
			<shrsOrPrnAmt>
				<sshPrnamt>109600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>109600</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TELLURIAN INC NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>87968A104</cusip>
			<value>9144</value>
			<shrsOrPrnAmt>
				<sshPrnamt>856190</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>856190</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR</nameOfIssuer>
			<titleOfClass>SPONSORED ADR</titleOfClass>
			<cusip>881624209</cusip>
			<value>2592</value>
			<shrsOrPrnAmt>
				<sshPrnamt>147300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>147300</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TEXAS CAPITAL BANCSHARES INC COM</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>88224Q107</cusip>
			<value>1716</value>
			<shrsOrPrnAmt>
				<sshPrnamt>20000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>20000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>THOMSON REUTERS CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>884903105</cusip>
			<value>5602</value>
			<shrsOrPrnAmt>
				<sshPrnamt>122100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>122100</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>THOR INDS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>885160101</cusip>
			<value>48148</value>
			<shrsOrPrnAmt>
				<sshPrnamt>382400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>382400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TITAN INTL INC ILL</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>88830M102</cusip>
			<value>2956</value>
			<shrsOrPrnAmt>
				<sshPrnamt>291200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>291200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TORONTO DOMINION BK ONT</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>891160509</cusip>
			<value>5548</value>
			<shrsOrPrnAmt>
				<sshPrnamt>98600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>98600</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TOTAL S A</nameOfIssuer>
			<titleOfClass>SPONSORED ADR</titleOfClass>
			<cusip>89151E109</cusip>
			<value>5550</value>
			<shrsOrPrnAmt>
				<sshPrnamt>103700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>103700</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TOTAL SYS SVCS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>891906109</cusip>
			<value>393</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>TRANSCANADA CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>89353D107</cusip>
			<value>68948</value>
			<shrsOrPrnAmt>
				<sshPrnamt>1394853</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>1394853</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TRINET GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>896288107</cusip>
			<value>5184</value>
			<shrsOrPrnAmt>
				<sshPrnamt>154200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>154200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TRINSEO S A</nameOfIssuer>
			<titleOfClass>SHS</titleOfClass>
			<cusip>L9340P101</cusip>
			<value>3704</value>
			<shrsOrPrnAmt>
				<sshPrnamt>55200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>55200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TRONOX LTD</nameOfIssuer>
			<titleOfClass>SHS CL A</titleOfClass>
			<cusip>Q9235V101</cusip>
			<value>5651</value>
			<shrsOrPrnAmt>
				<sshPrnamt>267800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>267800</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TTM TECHNOLOGIES  INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>87305R109</cusip>
			<value>35519</value>
			<shrsOrPrnAmt>
				<sshPrnamt>2310900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>2310900</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>TUTOR PERINI CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>901109108</cusip>
			<value>3655</value>
			<shrsOrPrnAmt>
				<sshPrnamt>128700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>128700</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>UGI CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>902681105</cusip>
			<value>16108</value>
			<shrsOrPrnAmt>
				<sshPrnamt>343752</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>343752</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>UNIFIRST CORP MASS</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>904708104</cusip>
			<value>34016</value>
			<shrsOrPrnAmt>
				<sshPrnamt>224531</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>224531</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>UNION PAC CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>907818108</cusip>
			<value>2180</value>
			<shrsOrPrnAmt>
				<sshPrnamt>18800</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>18800</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>UNITED CMNTY BKS BLAIRSVLE GA COM</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>90984P303</cusip>
			<value>428</value>
			<shrsOrPrnAmt>
				<sshPrnamt>15000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>15000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>UNITED CONTL HLDGS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>910047109</cusip>
			<value>1717</value>
			<shrsOrPrnAmt>
				<sshPrnamt>28200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>28200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>UNITED FINL BANCORP INC NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>910304104</cusip>
			<value>4024</value>
			<shrsOrPrnAmt>
				<sshPrnamt>220000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>220000</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>UNITED PARCEL SERVICE INC</nameOfIssuer>
			<titleOfClass>CL B</titleOfClass>
			<cusip>911312106</cusip>
			<value>8178</value>
			<shrsOrPrnAmt>
				<sshPrnamt>68100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>68100</Sole>
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				<None>0</None>
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			<nameOfIssuer>UNITIL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>913259107</cusip>
			<value>3141</value>
			<shrsOrPrnAmt>
				<sshPrnamt>63498</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>63498</Sole>
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				<None>0</None>
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			<nameOfIssuer>UNIVAR INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>91336L107</cusip>
			<value>3787</value>
			<shrsOrPrnAmt>
				<sshPrnamt>130900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>130900</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>UNUM GROUP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>91529Y106</cusip>
			<value>43829</value>
			<shrsOrPrnAmt>
				<sshPrnamt>857200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>857200</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		<infoTable>
			<nameOfIssuer>URBAN OUTFITTERS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>917047102</cusip>
			<value>19651</value>
			<shrsOrPrnAmt>
				<sshPrnamt>822200</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>822200</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
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		<infoTable>
			<nameOfIssuer>US BANCORP DEL</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>902973304</cusip>
			<value>965</value>
			<shrsOrPrnAmt>
				<sshPrnamt>18000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>18000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>V F CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>918204108</cusip>
			<value>8862</value>
			<shrsOrPrnAmt>
				<sshPrnamt>139400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>139400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>VALERO ENERGY CORP NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>91913Y100</cusip>
			<value>6009</value>
			<shrsOrPrnAmt>
				<sshPrnamt>78115</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>78115</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>VARIAN MED SYS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>92220P105</cusip>
			<value>2552</value>
			<shrsOrPrnAmt>
				<sshPrnamt>25500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>25500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>VECTREN CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>92240G101</cusip>
			<value>22831</value>
			<shrsOrPrnAmt>
				<sshPrnamt>347128</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>347128</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>VERITIV CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>923454102</cusip>
			<value>2252</value>
			<shrsOrPrnAmt>
				<sshPrnamt>69300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>69300</Sole>
				<Shared>0</Shared>
				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>VERIZON COMMUNICATIONS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>92343V104</cusip>
			<value>13001</value>
			<shrsOrPrnAmt>
				<sshPrnamt>262700</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>262700</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>VISA INC</nameOfIssuer>
			<titleOfClass>CL A</titleOfClass>
			<cusip>92826C839</cusip>
			<value>1736</value>
			<shrsOrPrnAmt>
				<sshPrnamt>16500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>16500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>VODAFONE GROUP PLC NEW</nameOfIssuer>
			<titleOfClass>SPONSORED ADR</titleOfClass>
			<cusip>92857W308</cusip>
			<value>5766</value>
			<shrsOrPrnAmt>
				<sshPrnamt>202600</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>202600</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>WASHINGTON FED INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>938824109</cusip>
			<value>7992</value>
			<shrsOrPrnAmt>
				<sshPrnamt>237500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>237500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>WEC ENERGY GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>92939U106</cusip>
			<value>43239</value>
			<shrsOrPrnAmt>
				<sshPrnamt>688740</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>688740</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>WELLCARE HEALTH PLANS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>94946T106</cusip>
			<value>41613</value>
			<shrsOrPrnAmt>
				<sshPrnamt>242300</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>242300</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>WELLS FARGO CO NEW</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>949746101</cusip>
			<value>938</value>
			<shrsOrPrnAmt>
				<sshPrnamt>17000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>17000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>WESTERN ALLIANCE BANCORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>957638109</cusip>
			<value>3026</value>
			<shrsOrPrnAmt>
				<sshPrnamt>57000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>57000</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>WESTERN UN CO</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>959802109</cusip>
			<value>1949</value>
			<shrsOrPrnAmt>
				<sshPrnamt>101500</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>101500</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>WGL HLDGS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>92924F106</cusip>
			<value>25752</value>
			<shrsOrPrnAmt>
				<sshPrnamt>305842</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>305842</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>WILLDAN GROUP INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>96924N100</cusip>
			<value>4655</value>
			<shrsOrPrnAmt>
				<sshPrnamt>143400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>143400</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>WINNEBAGO INDS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>974637100</cusip>
			<value>5142</value>
			<shrsOrPrnAmt>
				<sshPrnamt>114900</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>114900</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>WINTRUST FINL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>97650W108</cusip>
			<value>4542</value>
			<shrsOrPrnAmt>
				<sshPrnamt>58000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>58000</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>WORTHINGTON INDS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>981811102</cusip>
			<value>26915</value>
			<shrsOrPrnAmt>
				<sshPrnamt>585100</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>585100</Sole>
				<Shared>0</Shared>
				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>WSFS FINL CORP</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>929328102</cusip>
			<value>1560</value>
			<shrsOrPrnAmt>
				<sshPrnamt>32000</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>32000</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>XCEL ENERGY INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>98389B100</cusip>
			<value>21549</value>
			<shrsOrPrnAmt>
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				<sshPrnamtType>SH</sshPrnamtType>
			</shrsOrPrnAmt>
			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>455399</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>XENITH BANKSHARES INC NEW</nameOfIssuer>
			<titleOfClass>COM NEW</titleOfClass>
			<cusip>984102202</cusip>
			<value>5850</value>
			<shrsOrPrnAmt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>180000</Sole>
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				<None>0</None>
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		</infoTable>
		<infoTable>
			<nameOfIssuer>XPO LOGISTICS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>983793100</cusip>
			<value>5490</value>
			<shrsOrPrnAmt>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>81000</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
		<infoTable>
			<nameOfIssuer>YUM BRANDS INC</nameOfIssuer>
			<titleOfClass>COM</titleOfClass>
			<cusip>988498101</cusip>
			<value>2238</value>
			<shrsOrPrnAmt>
				<sshPrnamt>30400</sshPrnamt>
				<sshPrnamtType>SH</sshPrnamtType>
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			<investmentDiscretion>SOLE</investmentDiscretion>
			<votingAuthority>
				<Sole>30400</Sole>
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				<None>0</None>
			</votingAuthority>
		</infoTable>
</informationTable>
</XML>
</TEXT>
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</SEC-DOCUMENT>
