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 4,555 23,154 SH   DFND 2 19,686 0 3,468
Aflac Inc CS 001055102 4,447 103,362 SH   DFND 2 89,448 0 13,914
Allete Inc CS 018522300 3,614 46,690 SH   DFND 2 46,690 0 0
Alliance Data Systems Corp CS 018581108 3,394 14,554 SH   DFND 2 12,571 0 1,983
Altria Group Inc CS 02209S103 1,735 30,556 SH   DFND 2 28,348 0 2,208
Ameren Corp CS 023608102 1,117 18,354 SH   DFND 2 17,694 0 660
American States Water Co CS 029899101 2,605 45,575 SH   DFND 2 45,575 0 0
Americold Realty Trust CS 03064D108 5,423 246,260 SH   DFND 2 246,260 0 0
Ameriprise Financial Inc CS 03076C106 907 6,486 SH   DFND 2 6,254 0 232
Amerisafe Inc CS 03071H100 3,553 61,525 SH   DFND 2 61,525 0 0
Amgen Inc CS 031162100 2,529 13,701 SH   DFND 2 12,016 0 1,685
Anthem Inc CS 036752103 598 2,511 SH   DFND 2 1,472 0 1,039
Apollo Commercial Real Estate CS 03762U105 7,328 400,848 SH   DFND 2 400,848 0 0
Aptiv Plc CS g6095L109 906 9,890 SH   DFND 2 9,529 0 361
Aramark CS 03852U106 762 20,535 SH   DFND 2 19,782 0 753
Argan Inc CS 04010e109 3,819 93,260 SH   DFND 2 93,260 0 0
Argo Group International CS g0464b107 7,537 129,607 SH   DFND 2 129,607 0 0
Astec Industries Inc CS 046224101 3,403 56,905 SH   DFND 2 56,905 0 0
AT&T Inc CS 00206R102 2,101 65,440 SH   DFND 2 56,676 0 8,764
Atmos Energy Corp CS 049560105 1,002 11,114 SH   DFND 2 10,714 0 400
Autozone Inc CS 053332102 3,568 5,318 SH   DFND 2 4,608 0 710
Bank of Hawaii Corp CS 062540109 4,184 50,150 SH   DFND 2 50,150 0 0
Bank of NY Mellon CS 064058100 4,242 78,659 SH   DFND 2 71,271 0 7,388
Banner Corp CS 06652V208 3,332 55,410 SH   DFND 2 55,410 0 0
BB&T Corp CS 054937107 3,763 74,606 SH   DFND 2 67,514 0 7,092
Belden Inc CS 077454106 652 10,662 SH   DFND 2 10,277 0 385
Bemis Co CS 081437105 837 19,825 SH   DFND 2 19,112 0 713
Benchmark Electronics Inc CS 08160H101 4,482 153,755 SH   DFND 2 153,755 0 0
Berkshire Hathaway Inc Cl B CS 084670702 4,777 25,594 SH   DFND 2 21,660 0 3,934
Big Lots Inc CS 089302103 3,485 83,403 SH   DFND 2 83,403 0 0
BlackRock Inc CS 09247X101 7,431 14,892 SH   DFND 2 12,888 0 2,004
Blackstone Mortgage Trust CS 09257w100 9,018 286,921 SH   DFND 2 282,850 0 4,071
BorgWarner Inc CS 099724106 4,201 97,333 SH   DFND 2 84,872 0 12,461
Brady Corp CS 104674106 7,021 182,130 SH   DFND 2 182,130 0 0
Brown & Brown Inc CS 115236101 940 33,882 SH   DFND 2 32,642 0 1,240
Bryn Mawr Bank Corp CS 117665109 3,537 76,396 SH   DFND 2 76,396 0 0
Cabot Corp CS 127055101 2,688 43,520 SH   DFND 2 43,520 0 0
Cal Maine Foods Inc CS 128030202 4,544 99,102 SH   DFND 2 99,102 0 0
Canadian Imperial Bank of Com CS 136069101 2,299 26,447 SH   DFND 2 20,896 0 5,551
Capitol Federal Financial CS 14057J101 4,727 359,189 SH   DFND 2 328,090 0 31,099
Carter's Inc CS 146229109 720 6,645 SH   DFND 2 6,407 0 238
Casey's Gen Stores Inc CS 147528103 730 6,946 SH   DFND 2 6,692 0 254
Centennial Resource Developmen CS 15136A102 736 40,759 SH   DFND 2 39,298 0 1,461
Centerstate Bank Corp CS 15201P109 4,928 165,270 SH   DFND 2 165,270 0 0
Chevron Corp CS 166764100 7,378 58,360 SH   DFND 2 51,515 0 6,845
Cimarex Energy Co CS 171798101 3,137 30,829 SH   DFND 2 27,898 0 2,931
Cisco Systems Inc CS 17275R102 7,253 168,564 SH   DFND 2 146,871 0 21,693
Citizens Financial Group CS 174610105 683 17,548 SH   DFND 2 16,907 0 641
Clorox Co/The CS 189054109 5,669 41,917 SH   DFND 2 37,047 0 4,870
CMS Energy Corp CS 125896100 863 18,251 SH   DFND 2 17,592 0 659
Cognizant Technology Solutions CS 192446102 4,446 56,291 SH   DFND 2 48,651 0 7,640
Columbia Property Trust Inc CS 198287203 7,376 324,770 SH   DFND 2 324,770 0 0
Comfort Systems USA CS 199908104 923 20,142 SH   DFND 2 19,405 0 737
Commerce Bancshares Inc CS 200525103 850 13,131 SH   DFND 2 12,649 0 482
Conagra Brands CS 205887102 829 23,213 SH   DFND 2 22,380 0 833
Concho Resources Inc CS 20605P101 858 6,200 SH   DFND 2 5,972 0 228
Convergys Corp CS 212485106 6,944 284,115 SH   DFND 2 284,115 0 0
Cooper-Standard Holdings Inc CS 21676P103 6,894 52,760 SH   DFND 2 52,760 0 0
CSG Sys Intl Inc CS 126349109 5,955 145,717 SH   DFND 2 145,717 0 0
CubeSmart CS 229663109 1,387 43,033 SH   DFND 2 40,050 0 2,983
Curtiss Wright Corp CS 231561101 743 6,244 SH   DFND 2 6,018 0 226
CVS Health Corp CS 126650100 5,141 79,892 SH   DFND 2 69,584 0 10,308
Davita Inc CS 23918K108 3,543 51,024 SH   DFND 2 46,090 0 4,934
Deluxe Corp CS 248019101 6,422 96,995 SH   DFND 2 96,995 0 0
Digital Realty Trust Inc CS 253868103 4,185 37,507 SH   DFND 2 34,312 0 3,195
Dominion Energy Inc CS 25746U109 2,204 32,326 SH   DFND 2 26,748 0 5,578
Dr Pepper Snapple Group Inc CS 26138E109 757 6,207 SH   DFND 2 5,982 0 225
East West Bancorp Inc CS 27579R104 750 11,504 SH   DFND 2 11,090 0 414
Eastman Chemical Co CS 277432100 1,236 12,368 SH   DFND 2 10,286 0 2,082
Emerson Electric Co CS 291011104 5,304 76,721 SH   DFND 2 66,311 0 10,410
Encompass Health Corp CS 29261A100 6,250 92,292 SH   DFND 2 83,471 0 8,821
Encore Wire Corp CS 292562105 4,504 94,930 SH   DFND 2 94,930 0 0
Energen Corp CS 29265N108 1,107 15,197 SH   DFND 2 14,644 0 553
EOG Resources Inc CS 26875P101 5,434 43,668 SH   DFND 2 37,949 0 5,719
Equity Commonwealth CS 294628102 4,376 138,930 SH   DFND 2 138,930 0 0
Equity Lifestyle Properties CS 29472R108 1,209 13,156 SH   DFND 2 12,674 0 482
Essex Property Trust Inc CS 297178105 920 3,848 SH   DFND 2 3,710 0 138
Exxon Mobil Corp CS 30231G102 8,032 97,085 SH   DFND 2 85,143 0 11,942
F5 Networks Inc CS 315616102 3,894 22,581 SH   DFND 2 20,365 0 2,216
Fastenal Co CS 311900104 1,384 28,752 SH   DFND 2 26,799 0 1,953
FedEx Corp CS 31428X106 4,965 21,868 SH   DFND 2 19,032 0 2,836
First Financial Bancorp CS 320209109 5,043 164,547 SH   DFND 2 164,547 0 0
First Merchants Corp CS 320817109 5,443 117,305 SH   DFND 2 117,305 0 0
Forward Air Corp CS 349853101 3,703 62,685 SH   DFND 2 62,685 0 0
Fresh Del Monte Produce Inc CS G36738105 4,047 90,835 SH   DFND 2 90,835 0 0
General Mills Inc CS 370334104 1,229 27,769 SH   DFND 2 25,786 0 1,983
Genuine Parts Co CS 372460105 1,937 21,104 SH   DFND 2 19,650 0 1,454
Gildan Activewear Inc CS 375916103 865 30,717 SH   DFND 2 29,591 0 1,126
Glacier Bancorp Inc CS 37637Q105 4,187 108,260 SH   DFND 2 108,260 0 0
Granite Point Mortgage Trust CS 38741L107 4,487 244,515 SH   DFND 2 244,515 0 0
Greenbrier Companies Inc CS 393657101 5,981 113,390 SH   DFND 2 113,390 0 0
Healthcare Trust of America In CS 42225P501 912 33,818 SH   DFND 2 32,606 0 1,212
Heartland Express Inc CS 422347104 3,475 187,345 SH   DFND 2 187,345 0 0
Hershey Co/The CS 427866108 3,425 36,800 SH   DFND 2 31,075 0 5,725
Hexcel Corp CS 428291108 897 13,508 SH   DFND 2 13,013 0 495
Horace Mann Educators Corp CS 440327104 3,861 86,565 SH   DFND 2 86,565 0 0
Hubbell Inc CS 443510607 746 7,055 SH   DFND 2 6,803 0 252
Ingredion Inc CS 457187102 760 6,862 SH   DFND 2 6,611 0 251
Innospec Inc CS 45768S105 6,649 86,853 SH   DFND 2 86,853 0 0
Intel Corp CS 458140100 5,241 105,429 SH   DFND 2 90,517 0 14,912
Interdigital Inc CS 45867G101 4,313 53,310 SH   DFND 2 53,310 0 0
International Flavors&Fragranc CS 459506101 795 6,411 SH   DFND 2 6,181 0 230
Interpublic Group of Companies CS 460690100 886 37,799 SH   DFND 2 36,423 0 1,376
Invesco Ltd CS G491BT108 971 36,554 SH   DFND 2 34,087 0 2,467
ITT Inc CS 45073v108 766 14,649 SH   DFND 2 14,115 0 534
Jazz Pharmaceuticals Inc CS G50871105 908 5,268 SH   DFND 2 5,079 0 189
JM Smucker Co/The CS 832696405 640 5,950 SH   DFND 2 5,740 0 210
John B. Sanfilippo & Son Inc CS 800422107 4,356 58,505 SH   DFND 2 58,505 0 0
Johnson & Johnson CS 478160104 5,977 49,256 SH   DFND 2 43,072 0 6,184
Kansas City Southern CS 485170302 818 7,720 SH   DFND 2 7,437 0 283
KeyCorp CS 493267108 3,350 171,420 SH   DFND 2 155,066 0 16,354
Keysight Technologies Inc CS 49338L103 1,048 17,750 SH   DFND 2 17,099 0 651
Kimberly Clark Corp CS 494368103 753 7,151 SH   DFND 2 4,150 0 3,001
Knoll Inc CS 498904200 3,075 147,775 SH   DFND 2 147,775 0 0
La Z Boy Inc CS 505336107 5,311 173,550 SH   DFND 2 173,550 0 0
Lancaster Colony Corp CS 513847103 5,366 38,765 SH   DFND 2 38,765 0 0
Lifepoint Hospitals Inc CS 53219L109 3,929 80,505 SH   DFND 2 80,505 0 0
LKQ Corp CS 501889208 693 21,720 SH   DFND 2 20,925 0 795
M&T Bank Corp CS 55261F104 841 4,941 SH   DFND 2 4,760 0 181
Magellan Health Inc CS 559079207 5,138 53,546 SH   DFND 2 53,546 0 0
McKesson Corp CS 58155Q103 3,367 25,240 SH   DFND 2 21,816 0 3,424
Merck & Co Inc CS 58933Y105 1,583 26,075 SH   DFND 2 24,239 0 1,836
Methode Electronics Inc CS 591520200 7,149 177,390 SH   DFND 2 177,390 0 0
Metlife Inc CS 59156R108 1,751 40,154 SH   DFND 2 32,869 0 7,285
Microsoft Corp CS 594918104 4,426 44,880 SH   DFND 2 40,602 0 4,278
Nordstrom Inc CS 655664100 794 15,332 SH   DFND 2 14,770 0 562
Northwest Bancshares CS 667340103 6,914 397,605 SH   DFND 2 391,293 0 6,312
Northwestern Corp CS 668074305 13,896 242,732 SH   DFND 2 233,902 0 8,830
Nutrien Ltd CS 67077M108 6,115 112,456 SH   DFND 2 97,980 0 14,476
Omnicom Group CS 681919106 1,633 21,409 SH   DFND 2 19,920 0 1,489
One Gas Inc CS 68235p108 3,560 47,635 SH   DFND 2 47,635 0 0
Parker Hannifin Corp CS 701094104 669 4,293 SH   DFND 2 4,138 0 155
Paychex Inc CS 704326107 1,882 27,532 SH   DFND 2 25,602 0 1,930
PepsiCo Inc CS 713448108 3,973 36,490 SH   DFND 2 31,571 0 4,919
Pfizer Inc CS 717081103 6,402 176,469 SH   DFND 2 155,768 0 20,701
Pinnacle West Capital CS 723484101 874 10,851 SH   DFND 2 10,464 0 387
Plexus Corp CS 729132100 6,017 101,055 SH   DFND 2 101,055 0 0
PNC Financial Services Group CS 693475105 2,788 20,639 SH   DFND 2 18,687 0 1,952
PNM Resources Inc CS 69349H107 8,071 207,485 SH   DFND 2 207,485 0 0
Portland General Electric Co CS 736508847 10,088 235,923 SH   DFND 2 227,482 0 8,441
PPL Corp CS 69351T106 475 16,629 SH   DFND 2 9,748 0 6,881
Praxair Inc CS 74005P104 4,462 28,217 SH   DFND 2 25,589 0 2,628
Primoris Services Corp CS 74164f103 5,499 201,955 SH   DFND 2 201,955 0 0
Principal Financial Group Inc CS 74251V102 1,764 33,323 SH   DFND 2 27,363 0 5,960
Procter & Gamble Co/The CS 742718109 4,365 55,916 SH   DFND 2 51,042 0 4,874
Prudential Financial Inc CS 744320102 1,549 16,561 SH   DFND 2 14,026 0 2,535
PS Business Parks Inc/Ca CS 69360J107 5,826 45,335 SH   DFND 2 45,335 0 0
Public Storage CS 74460D109 623 2,744 SH   DFND 2 1,605 0 1,139
Quest Diagnostics Inc CS 74834L100 924 8,402 SH   DFND 2 8,101 0 301
Regal Beloit Corp CS 758750103 11,336 138,577 SH   DFND 2 133,449 0 5,128
Reinsurance Group Of America CS 759351604 716 5,362 SH   DFND 2 5,166 0 196
Renasant Corp CS 75970e107 3,662 80,447 SH   DFND 2 80,447 0 0
Republic Services Inc CS 760759100 790 11,550 SH   DFND 2 11,131 0 419
Sabra Health Care Reit Inc CS 78573L106 6,395 294,280 SH   DFND 2 294,280 0 0
Sanderson Farms Inc CS 800013104 3,688 35,075 SH   DFND 2 35,075 0 0
Schlumberger Ltd CS 806857108 4,986 74,388 SH   DFND 2 64,216 0 10,172
Schweitzer-Mauduit Intl Inc CS 808541106 1,368 31,290 SH   DFND 2 29,149 0 2,141
Science Applications Inte CS 808625107 820 10,128 SH   DFND 2 9,765 0 363
Sensient Technologies Corp CS 81725T100 783 10,947 SH   DFND 2 10,568 0 379
Simon Property Group Inc CS 828806109 2,291 13,459 SH   DFND 2 10,912 0 2,547
Simpson Manufacturing Co Inc CS 829073105 3,501 56,290 SH   DFND 2 56,290 0 0
Snap On Inc CS 833034101 631 3,928 SH   DFND 2 3,789 0 139
Southern Co/The CS 842587107 2,339 50,514 SH   DFND 2 43,006 0 7,508
SRC Energy Inc CS 78470V108 3,550 322,165 SH   DFND 2 322,165 0 0
Stepan Co CS 858586100 6,395 81,980 SH   DFND 2 81,980 0 0
Stryker Corp CS 863667101 3,121 18,482 SH   DFND 2 16,712 0 1,770
Summit Hotel Properties Inc CS 866082100 2,693 188,198 SH   DFND 2 170,594 0 17,604
Synopsys Inc CS 871607107 975 11,400 SH   DFND 2 10,982 0 418
T Rowe Price Group Inc CS 74144T108 2,450 21,103 SH   DFND 2 17,585 0 3,518
Tanger Factory Outlet Center CS 875465106 1,103 46,958 SH   DFND 2 43,719 0 3,239
Target Corp CS 87612E106 2,425 31,858 SH   DFND 2 27,705 0 4,153
Taylor Morrison Home Corp CS 87724P106 4,565 219,677 SH   DFND 2 219,677 0 0
Tenneco Inc CS 880349105 6,151 139,920 SH   DFND 2 139,920 0 0
Third Point Reinsurance Ltd CS g8827u100 6,247 499,790 SH   DFND 2 499,790 0 0
Torchmark Corp CS 891027104 5,657 69,483 SH   DFND 2 63,408 0 6,075
United Parcel Service Inc-B CS 911312106 2,373 22,337 SH   DFND 2 18,853 0 3,484
Universal Health Services Inc- CS 913903100 831 7,456 SH   DFND 2 7,186 0 270
US Bancorp CS 902973304 4,775 95,461 SH   DFND 2 81,928 0 13,533
US Silica Holdings Inc CS 90346E103 3,389 131,925 SH   DFND 2 131,925 0 0
Valmont Industries Inc CS 920253101 4,386 29,095 SH   DFND 2 29,095 0 0
Verizon Communications Inc CS 92343V104 7,775 154,536 SH   DFND 2 137,625 0 16,911
VF Corp CS 918204108 490 6,010 SH   DFND 2 3,566 0 2,444
Vornado Rlty Tr Sh Ben Int CS 929042109 1,081 14,630 SH   DFND 2 14,106 0 524
Walt Disney Co/The CS 254687106 4,628 44,152 SH   DFND 2 37,987 0 6,165
Washington Federal CS 938824109 7,864 240,490 SH   DFND 2 240,490 0 0
WEC Energy Group Inc CS 92939U106 5,870 90,795 SH   DFND 2 79,899 0 10,896
Welbilt Inc CS 949090104 1,766 79,135 SH   DFND 2 79,135 0 0
Wells Fargo & Company CS 949746101 1,955 35,269 SH   DFND 2 29,394 0 5,875
Wesco International Inc CS 95082P105 3,069 53,750 SH   DFND 2 53,750 0 0
White Mountains Insurance Grou CS G9618E107 4,433 4,890 SH   DFND 2 4,890 0 0
WR Berkley Corp CS 084423102 853 11,776 SH   DFND 2 11,346 0 430
Xcel Energy Inc CS 98389B100 977 21,393 SH   DFND 2 20,608 0 785
Xylem Inc CS 98419M100 674 10,000 SH   DFND 2 9,635 0 365
Zimmer Biomet Holdings Inc CS 98956P102 835 7,490 SH   DFND 2 7,223 0 267
Spectra Energy Partners LP 84756N109 1,876 52,958 SH   DFND 2 49,285 0 3,673
iShares National Muni Bond EF 464288414 2,634 24,156 SH   DFND 2 20,838 0 3,318
Schwab Short term US Treas EF 808524862 3,950 79,410 SH   DFND 2 67,332 0 12,078
SPDR Bloomberg Barclays Invest EF 78468r200 5,975 194,302 SH   DFND 2 172,278 0 22,024
SPDR S&P 500 ETF Tr EF 78462F103 698 2,575 SH   SOLE   2,575 0 0
Vaneck Vectors Short H/Y Muni EF 92189f387 701 28,600 SH   DFND 2 28,600 0 0
Western Asset Corporation Loan EF 95790j102 2,541 251,370 SH   DFND 2 240,860 0 10,510