Allow __new__ to return type(None)

Bug Report

__new__ should be allowed to return type(None)
I know that the usual way to do this is to define a parameter as:
param: typing.Optional[str]
Sometimes developers want to customize __new__ and returning a None instance is possible and should be allowed
Adding functionality like this might be desired when they want a class to be able to do run time type checking that either str or None was ingested in new and returning the correct instance.

Here are real life samples where people using this pattern of returning None inside of __new__:

1. https://github.com/igor-rodrigues-ss/vectorio/blob/5c77ba15eea48d2de6c5cf3000148eb149e4e790/build/lib/vectorio/vector/output/geojson/geometry.py#L10
2. https://github.com/jpolitz/lambda-py-paper/blob/746ef63fc1123714b4adaf78119028afbea7bd76/base/pylib/none.py#L3
3. https://www.code-learner.com/how-to-use-python-__new__-method-example/
4. https://github.com/MrainFly/WarIV/blob/2bd7e674f715c0784fdc86358a69edea1fc3940c/Warrior/warrior.py#L67
5. https://github.com/ClearAerospace/faa-aircraft-registry/blob/749983ca9888c3c33cc1a2522c06b186f8bc2578/faa_aircraft_registry/types.py#L192
6. https://github.com/AGProjects/sylkserver/blob/315109881273057cd91180c93589b6fa613ef8ff/sylk/configuration/datatypes.py#L68
7. https://github.com/romaroman/visulast/blob/8e9e89db90f8c1ecd092bef2649411b275e5e143/visulast/core/models.py#L24
8. https://github.com/saghul/TunnelIt/blob/a1fe1c54b02dd5dc3b237f4e668952e117e769bf/tunnelit/datatypes.py#L15
9. https://github.com/brettchien/PyBLEWrapper/blob/9ea894be978c7aab8dbd46c92e80b2bd6cfc24c2/pyble/__init__.py#L37
10. https://github.com/maddox/vlc/blob/0dedb23704b49806c2ae4a50a72fed2fbfada4c2/bindings/python-ctypes/override.py#L168
11. https://github.com/openstate/open-raadsinformatie/blob/10895c8e23c3e41a39886d5c61e62c8099bbb49d/ocd_backend/models/misc.py#L37

When mypy analyses the below code, an error is thrown when it should not be

To Reproduce

Run mypy on this file:

import typing

NoneType = type(None)

class NullableString:
    @typing.overload
    def __new__(cls: type, arg: None) -> 'NoneType':
        pass
    @typing.overload
    def __new__(cls: type, arg: str) -> 'NullableString':
        pass
    def __new__(cls: type, arg: typing.Optional[str]):
        if arg is None:
            return NoneType.__new__(type(None))
        elif isinstance(arg, str):
            return str.__new__(cls)

NullableString(None)

Expected Behavior

I expected mypy to not throw errors

Actual Behavior

mypy reports:

(venv) Justins-MacBook-Air:scratch justinblack$ mypy typhint/primitive.py 
typhint/primitive.py:7: error: "__new__" must return a class instance (got "None")
Found 1 error in 1 file (checked 1 source file)

Your Environment

• Mypy version used:mypy==0.812, mypy-extensions==0.4.3
• Mypy command-line flags: none
• Mypy configuration options from mypy.ini (and other config files):
• Python version used: Python 3.8.6 (default, Nov 20 2020, 18:02:11) [Clang 11.0.0 (clang-1100.0.33.17)] on darwin
• Operating system and version: MacOS 10.14.6 (18G8022)

Start by reproducing the reported diagnostic with the provided NullableString snippet and the stated mypy command. Trace how mypy validates new return types, then add regression coverage for returning type(None); done means the example type-checks without errors while ordinary new checks remain correct.