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

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

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M Co CS 88579Y101 5,217 23,764 SH   DFND 2 20,310 0 3,454
Aflac Inc CS 001055102 4,676 106,858 SH   DFND 2 92,670 0 14,188
Allete Inc CS 018522300 3,620 50,110 SH   DFND 2 50,110 0 0
Alliance Data Systems Corp CS 018581108 3,779 17,751 SH   DFND 2 15,682 0 2,069
Altria Group Inc CS 02209S103 1,959 31,438 SH   DFND 2 29,747 0 1,691
Ameren Corp CS 023608102 1,026 18,120 SH   DFND 2 17,460 0 660
American States Water Co CS 029899101 4,290 80,850 SH   DFND 2 80,850 0 0
Americold Realty Trust CS 03064D108 4,865 254,995 SH   DFND 2 254,995 0 0
Ameriprise Financial Inc CS 03076C106 775 5,240 SH   DFND 2 5,045 0 195
Amerisafe Inc CS 03071H100 3,233 58,510 SH   DFND 2 58,510 0 0
Amgen Inc CS 031162100 2,383 13,977 SH   DFND 2 12,458 0 1,519
Anthem Inc CS 036752103 565 2,572 SH   DFND 2 1,518 0 1,054
Apollo Commercial Real Estate CS 03762U105 7,453 414,528 SH   DFND 2 414,528 0 0
Aptiv Plc CS g6095L109 829 9,756 SH   DFND 2 9,395 0 361
Aramark CS 03852U106 802 20,270 SH   DFND 2 19,517 0 753
Argo Group International CS G0464B107 7,705 134,237 SH   DFND 2 134,237 0 0
Arrow Electrs Inc CS 042735100 767 9,963 SH   DFND 2 9,594 0 369
Astec Industries Inc CS 046224101 3,256 59,000 SH   DFND 2 59,000 0 0
AT&T Inc CS 00206R102 2,402 67,374 SH   DFND 2 59,426 0 7,948
Atmos Energy Corp CS 049560105 925 10,979 SH   DFND 2 10,579 0 400
Autozone Inc CS 053332102 3,528 5,439 SH   DFND 2 4,737 0 702
Bank of Hawaii Corp CS 062540109 5,170 62,215 SH   DFND 2 62,215 0 0
Bank of NY Mellon CS 064058100 4,176 81,044 SH   DFND 2 73,841 0 7,203
Banner Corp CS 06652V208 3,170 57,120 SH   DFND 2 57,120 0 0
BB&T Corp CS 054937107 3,970 76,287 SH   DFND 2 69,357 0 6,930
Belden Inc CS 077454106 726 10,529 SH   DFND 2 10,144 0 385
Bemis Co CS 081437105 705 16,189 SH   DFND 2 15,588 0 601
Berkshire Hathaway Inc Cl B CS 084670702 5,260 26,369 SH   DFND 2 22,453 0 3,916
Big Lots Inc CS 089302103 3,248 74,618 SH   DFND 2 74,618 0 0
BlackRock Inc CS 09247X101 8,283 15,290 SH   DFND 2 13,343 0 1,947
Blackstone Mortgage Trust CS 09257w100 8,431 268,331 SH   DFND 2 265,857 0 2,474
Bloomin' Brands Inc CS 094235108 4,298 177,015 SH   DFND 2 177,015 0 0
BorgWarner Inc CS 099724106 4,541 90,394 SH   DFND 2 82,200 0 8,194
Brady Corp CS 104674106 7,006 188,575 SH   DFND 2 188,575 0 0
Brown & Brown Inc CS 115236101 851 33,450 SH   DFND 2 32,210 0 1,240
Bryn Mawr Bank Corp CS 117665109 3,463 78,796 SH   DFND 2 78,796 0 0
Cabot Corp CS 127055101 3,390 60,845 SH   DFND 2 60,845 0 0
Cal Maine Foods Inc CS 128030202 4,419 101,112 SH   DFND 2 101,112 0 0
Canadian Imperial Bank of Com CS 136069101 2,389 27,063 SH   DFND 2 21,691 0 5,372
Capitol Federal Financial CS 14057J101 4,541 367,667 SH   DFND 2 339,345 0 28,322
Cardinal Health Inc CS 14149Y108 522 8,321 SH   DFND 2 4,824 0 3,497
Carter's Inc CS 146229109 683 6,560 SH   DFND 2 6,322 0 238
Casey's Gen Stores Inc CS 147528103 754 6,869 SH   DFND 2 6,615 0 254
Centerstate Bank Corp CS 15201P109 6,361 239,775 SH   DFND 2 239,775 0 0
Cheesecake Factory Inc/The CS 163072101 4,408 91,420 SH   DFND 2 91,420 0 0
Chemical Financial Corp CS 163731102 3,643 66,615 SH   DFND 2 66,615 0 0
Chevron Corp CS 166764100 6,823 59,827 SH   DFND 2 53,258 0 6,569
Cimarex Energy Co CS 171798101 648 6,935 SH   DFND 2 4,114 0 2,821
Cisco Systems Inc CS 17275R102 7,441 173,494 SH   DFND 2 152,489 0 21,005
Citizens Financial Group CS 174610105 727 17,313 SH   DFND 2 16,672 0 641
Clorox Co/The CS 189054109 2,135 16,041 SH   DFND 2 13,526 0 2,515
CMS Energy Corp CS 125896100 734 16,196 SH   DFND 2 15,608 0 588
Cognizant Technology Solutions CS 192446102 4,664 57,936 SH   DFND 2 50,292 0 7,644
Columbia Property Trust Inc CS 198287203 6,879 336,235 SH   DFND 2 336,235 0 0
Comfort Systems USA CS 199908104 820 19,875 SH   DFND 2 19,138 0 737
Commerce Bancshares Inc CS 200525103 777 12,973 SH   DFND 2 12,491 0 482
Compass Minerals International CS 20451N101 2,035 33,741 SH   DFND 2 30,613 0 3,128
Conagra Brands CS 205887102 724 19,625 SH   DFND 2 18,912 0 713
Concho Resources Inc CS 20605P101 924 6,146 SH   DFND 2 5,918 0 228
Convergys Corp CS 212485106 6,017 265,985 SH   DFND 2 265,985 0 0
Cooper-Standard Holdings Inc CS 21676P103 6,700 54,555 SH   DFND 2 54,555 0 0
CSG Sys Intl Inc CS 126349109 6,056 133,707 SH   DFND 2 133,707 0 0
CubeSmart CS 229663109 1,234 43,765 SH   DFND 2 41,483 0 2,282
Curtiss Wright Corp CS 231561101 832 6,158 SH   DFND 2 5,932 0 226
CVS Health Corp CS 126650100 5,130 82,469 SH   DFND 2 72,180 0 10,289
Davita Inc CS 23918K108 3,457 52,426 SH   DFND 2 47,624 0 4,802
Delphi Technologies PLC CS g2709g107 568 11,913 SH   DFND 2 11,472 0 441
Deluxe Corp CS 248019101 6,329 85,520 SH   DFND 2 85,520 0 0
Digital Realty Trust Inc CS 253868103 1,263 11,983 SH   DFND 2 11,377 0 606
Dominion Energy Inc CS 25746U109 2,243 33,271 SH   DFND 2 28,024 0 5,247
Dover Corp CS 260003108 3,866 39,357 SH   DFND 2 35,877 0 3,480
Dr Pepper Snapple Group Inc CS 26138E109 1,016 8,582 SH   DFND 2 8,263 0 319
DST Systems Inc CS 233326107 7,752 92,676 SH   DFND 2 92,230 0 446
East West Bancorp Inc CS 27579R104 709 11,342 SH   DFND 2 10,928 0 414
Eastman Chemical Co CS 277432100 1,308 12,386 SH   DFND 2 10,277 0 2,109
Emerson Electric Co CS 291011104 5,382 78,795 SH   DFND 2 68,673 0 10,122
Encompass Health Corp CS 29261A100 5,435 95,063 SH   DFND 2 86,464 0 8,599
Encore Wire Corp CS 292562105 4,870 85,885 SH   DFND 2 85,885 0 0
Energen Corp CS 29265N108 949 15,091 SH   DFND 2 14,538 0 553
EOG Resources Inc CS 26875P101 4,231 40,196 SH   DFND 2 36,537 0 3,659
Equity Lifestyle Properties CS 29472R108 1,141 12,998 SH   DFND 2 12,516 0 482
Essex Property Trust Inc CS 297178105 911 3,784 SH   DFND 2 3,646 0 138
Exxon Mobil Corp CS 30231G102 7,431 99,602 SH   DFND 2 88,217 0 11,385
F5 Networks Inc CS 315616102 3,365 23,268 SH   DFND 2 21,111 0 2,157
Fastenal Co CS 311900104 1,598 29,275 SH   DFND 2 27,775 0 1,500
FedEx Corp CS 31428X106 5,402 22,497 SH   DFND 2 19,697 0 2,800
First Financial Bancorp CS 320209109 5,860 199,647 SH   DFND 2 199,647 0 0
First Merchants Corp CS 320817109 6,118 146,715 SH   DFND 2 146,715 0 0
Forward Air Corp CS 349853101 3,438 65,040 SH   DFND 2 65,040 0 0
Fresh Del Monte Produce Inc CS G36738105 4,261 94,185 SH   DFND 2 94,185 0 0
General Mills Inc CS 370334104 1,721 38,189 SH   DFND 2 32,683 0 5,506
Genuine Parts Co CS 372460105 1,929 21,471 SH   DFND 2 20,358 0 1,113
Gildan Activewear Inc CS 375916103 876 30,327 SH   DFND 2 29,201 0 1,126
Glacier Bancorp Inc CS 37637Q105 5,500 143,310 SH   DFND 2 143,310 0 0
Granite Point Mortgage Trust CS 38741L107 4,191 253,390 SH   DFND 2 253,390 0 0
Greenbrier Companies Inc CS 393657101 5,274 104,965 SH   DFND 2 104,965 0 0
Healthcare Trust of America In CS 42225P501 736 27,835 SH   DFND 2 26,820 0 1,015
Hershey Co/The CS 427866108 3,766 38,057 SH   DFND 2 32,154 0 5,903
Hexcel Corp CS 428291108 861 13,323 SH   DFND 2 12,828 0 495
Horace Mann Educators Corp CS 440327104 3,831 89,605 SH   DFND 2 89,605 0 0
Hubbell Inc CS 443510607 714 5,866 SH   DFND 2 5,649 0 217
Infinity Property & Casualty CS 45665Q103 4,277 36,123 SH   DFND 2 36,123 0 0
Ingredion Inc CS 457187102 872 6,764 SH   DFND 2 6,513 0 251
Innospec Inc CS 45768S105 6,159 89,783 SH   DFND 2 89,783 0 0
Intel Corp CS 458140100 8,268 158,759 SH   DFND 2 139,476 0 19,283
International Flavors&Fragranc CS 459506101 738 5,391 SH   DFND 2 5,190 0 201
Interpublic Group of Companies CS 460690100 859 37,319 SH   DFND 2 35,943 0 1,376
Invesco Ltd CS G491BT108 2,019 63,074 SH   DFND 2 60,219 0 2,855
ITT Inc CS 45073v108 710 14,497 SH   DFND 2 13,963 0 534
Jazz Pharmaceuticals Inc CS G50871105 784 5,192 SH   DFND 2 5,003 0 189
John B. Sanfilippo & Son Inc CS 800422107 3,237 55,940 SH   DFND 2 55,940 0 0
Johnson & Johnson CS 478160104 6,508 50,788 SH   DFND 2 44,676 0 6,112
Kansas City Southern CS 485170302 837 7,619 SH   DFND 2 7,336 0 283
KeyCorp CS 493267108 3,424 175,140 SH   DFND 2 159,238 0 15,902
Keysight Technologies Inc CS 49338L103 919 17,534 SH   DFND 2 16,883 0 651
Knoll Inc CS 498904200 3,089 153,000 SH   DFND 2 153,000 0 0
La Z Boy Inc CS 505336107 5,362 179,035 SH   DFND 2 179,035 0 0
Lancaster Colony Corp CS 513847103 5,635 45,760 SH   DFND 2 45,760 0 0
Lifepoint Hospitals Inc CS 53219L109 3,925 83,520 SH   DFND 2 83,520 0 0
LKQ Corp CS 501889208 813 21,432 SH   DFND 2 20,637 0 795
M&T Bank Corp CS 55261F104 901 4,889 SH   DFND 2 4,708 0 181
Magellan Health Inc CS 559079207 5,927 55,345 SH   DFND 2 55,345 0 0
McDermott International Inc CS 580037109 4,960 814,445 SH   DFND 2 814,445 0 0
McKesson Corp CS 58155Q103 3,218 22,841 SH   DFND 2 20,739 0 2,102
Merck & Co Inc CS 58933Y105 1,441 26,462 SH   DFND 2 25,059 0 1,403
Methode Electronics Inc CS 591520200 6,028 154,180 SH   DFND 2 154,180 0 0
Metlife Inc CS 59156R108 1,912 41,661 SH   DFND 2 34,382 0 7,279
Microsoft Corp CS 594918104 4,229 46,334 SH   DFND 2 42,089 0 4,245
Monsanto Co CS 61166W101 588 5,035 SH   DFND 2 2,922 0 2,113
Nordstrom Inc CS 655664100 733 15,138 SH   DFND 2 14,576 0 562
Northwest Bancshares CS 667340103 6,786 409,794 SH   DFND 2 404,966 0 4,828
Northwestern Corp CS 668074305 13,146 244,355 SH   DFND 2 236,235 0 8,120
Nutrien Ltd CS 67077M108 5,454 115,406 SH   DFND 2 101,451 0 13,955
Omnicom Group CS 681919106 1,580 21,744 SH   DFND 2 20,604 0 1,140
One Gas Inc CS 68235p108 4,580 69,380 SH   DFND 2 69,380 0 0
Parker Hannifin Corp CS 701094104 723 4,227 SH   DFND 2 4,072 0 155
Paychex Inc CS 704326107 1,721 27,946 SH   DFND 2 26,470 0 1,476
PepsiCo Inc CS 713448108 3,512 32,178 SH   DFND 2 29,295 0 2,883
Pfizer Inc CS 717081103 6,414 180,735 SH   DFND 2 161,120 0 19,615
Pinnacle West Capital CS 723484101 854 10,704 SH   DFND 2 10,317 0 387
Plexus Corp CS 729132100 7,397 123,840 SH   DFND 2 123,840 0 0
PNC Financial Services Group CS 693475105 3,196 21,133 SH   DFND 2 19,234 0 1,899
PNM Resources Inc CS 69349H107 7,727 202,020 SH   DFND 2 202,020 0 0
Portland General Electric Co CS 736508847 10,162 250,852 SH   DFND 2 242,644 0 8,208
PPL Corp CS 69351T106 482 17,042 SH   DFND 2 10,063 0 6,979
Praxair Inc CS 74005P104 4,198 29,089 SH   DFND 2 26,535 0 2,554
Principal Financial Group Inc CS 74251V102 1,914 31,427 SH   DFND 2 26,971 0 4,456
Procter & Gamble Co/The CS 742718109 5,325 67,167 SH   DFND 2 58,656 0 8,511
Prudential Financial Inc CS 744320102 1,765 17,045 SH   DFND 2 14,668 0 2,377
PS Business Parks Inc/Ca CS 69360J107 5,307 46,950 SH   DFND 2 46,950 0 0
Public Storage CS 74460D109 566 2,822 SH   DFND 2 1,665 0 1,157
Quest Diagnostics Inc CS 74834L100 718 7,156 SH   DFND 2 6,896 0 260
Regal Beloit Corp CS 758750103 9,515 129,717 SH   DFND 2 125,899 0 3,818
Reinsurance Group Of America CS 759351604 813 5,281 SH   DFND 2 5,085 0 196
Renasant Corp CS 75970e107 3,526 82,857 SH   DFND 2 82,857 0 0
Republic Services Inc CS 760759100 756 11,412 SH   DFND 2 10,993 0 419
Sabra Health Care Reit Inc CS 78573L106 5,378 304,730 SH   DFND 2 304,730 0 0
Schlumberger Ltd CS 806857108 4,943 76,307 SH   DFND 2 66,436 0 9,871
Schweitzer-Mauduit Intl Inc CS 808541106 1,246 31,831 SH   DFND 2 30,194 0 1,637
Science Applications Inte CS 808625107 788 10,002 SH   DFND 2 9,639 0 363
Sensient Technologies Corp CS 81725T100 763 10,817 SH   DFND 2 10,438 0 379
Simon Property Group Inc CS 828806109 2,115 13,701 SH   DFND 2 11,272 0 2,429
Simpson Manufacturing Co Inc CS 829073105 4,383 76,100 SH   DFND 2 76,100 0 0
Southern Co/The CS 842587107 2,296 51,407 SH   DFND 2 44,479 0 6,928
SRC Energy Inc CS 78470V108 5,968 632,910 SH   DFND 2 632,910 0 0
Stanley Black & Decker Inc CS 854502101 676 4,411 SH   DFND 2 4,249 0 162
Stepan Co CS 858586100 6,231 74,915 SH   DFND 2 74,915 0 0
Stryker Corp CS 863667101 3,050 18,953 SH   DFND 2 17,231 0 1,722
Summit Hotel Properties Inc CS 866082100 2,628 193,060 SH   DFND 2 175,863 0 17,197
Synopsys Inc CS 871607107 936 11,246 SH   DFND 2 10,828 0 418
T Rowe Price Group Inc CS 74144T108 2,322 21,510 SH   DFND 2 18,206 0 3,304
Tanger Factory Outlet Center CS 875465106 1,049 47,673 SH   DFND 2 45,196 0 2,477
Target Corp CS 87612E106 2,257 32,501 SH   DFND 2 28,724 0 3,777
Taylor Morrison Home Corp CS 87724P106 4,246 182,370 SH   DFND 2 182,370 0 0
Tenneco Inc CS 880349105 5,507 100,370 SH   DFND 2 100,370 0 0
Third Point Reinsurance Ltd CS g8827u100 6,990 501,090 SH   DFND 2 501,090 0 0
Torchmark Corp CS 891027104 6,003 71,321 SH   DFND 2 65,388 0 5,933
United Parcel Service Inc-B CS 911312106 2,380 22,740 SH   DFND 2 19,500 0 3,240
Universal Health Services Inc- CS 913903100 870 7,345 SH   DFND 2 7,075 0 270
US Bancorp CS 902973304 4,934 97,701 SH   DFND 2 84,261 0 13,440
Valmont Industries Inc CS 920253101 4,410 30,145 SH   DFND 2 30,145 0 0
Verizon Communications Inc CS 92343V104 7,564 158,176 SH   DFND 2 142,110 0 16,066
VF Corp CS 918204108 457 6,163 SH   DFND 2 3,681 0 2,482
Vornado Rlty Tr Sh Ben Int CS 929042109 973 14,452 SH   DFND 2 13,928 0 524
Walt Disney Co/The CS 254687106 4,563 45,427 SH   DFND 2 39,325 0 6,102
Washington Federal CS 938824109 7,746 223,860 SH   DFND 2 223,860 0 0
Watts Water Technologies Inc CS 942749102 3,578 46,055 SH   DFND 2 46,055 0 0
WEC Energy Group Inc CS 92939U106 5,838 93,105 SH   DFND 2 82,447 0 10,658
Welbilt Inc CS 949090104 1,608 82,670 SH   DFND 2 82,670 0 0
Wells Fargo & Company CS 949746101 1,883 35,932 SH   DFND 2 30,384 0 5,548
Wesco International Inc CS 95082P105 3,453 55,645 SH   DFND 2 55,645 0 0
WR Berkley Corp CS 084423102 845 11,627 SH   DFND 2 11,197 0 430
Xcel Energy Inc CS 98389B100 961 21,126 SH   DFND 2 20,341 0 785
Xylem Inc CS 98419M100 981 12,755 SH   DFND 2 12,286 0 469
Zimmer Biomet Holdings Inc CS 98956P102 690 6,324 SH   DFND 2 6,089 0 235
Spectra Energy Partners LP 84756N109 1,806 53,700 SH   DFND 2 50,767 0 2,933
iShares National Muni Bond EF 464288414 2,675 24,556 SH   DFND 2 21,203 0 3,353
SPDR S&P 500 ETF Tr EF 78462F103 675 2,564 SH   SOLE   2,564 0 0
Tortoise Energy Infrastructure EF 89147L100 5,579 223,341 SH   DFND 2 200,109 0 23,232
Vaneck Vectors Short H/Y Muni EF 92189f387 692 28,600 SH   DFND 2 28,600 0 0
Western Asset Corporation Loan EF 95790j102 7,228 689,703 SH   DFND 2 621,170 0 68,533