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
AT&T Inc COMMON 00206r102 1,713 53,336 SH   SOLE   49,921 0 3,415
AVX Corp COMMON 002444107 2,045 130,477 SH   SOLE   122,572 0 7,905
Abbott Laboratories COMMON 002824100 8,164 133,864 SH   SOLE   119,804 0 14,060
Aetna COMMON 00817y108 13,851 75,480 SH   SOLE   65,842 0 9,638
Alaska Air Group COMMON 011659109 993 16,443 SH   SOLE   15,017 0 1,426
Allianz SE COMMON 018805101 1,946 95,002 SH   SOLE   90,513 0 4,489
Allstate COMMON 020002101 1,300 14,238 SH   SOLE   13,125 0 1,113
Alphabet Class C COMMON 02079k107 6,744 6,045 SH   SOLE   5,419 0 626
Alphabet Class A COMMON 02079k305 419 371 SH   SOLE   371 0 0
Amazon.com COMMON 023135106 537 316 SH   SOLE   316 0 0
American Railcar COMMON 02916p103 2,139 54,180 SH   SOLE   51,030 0 3,150
Amgen Inc COMMON 031162100 10,378 56,224 SH   SOLE   50,529 0 5,694
Anworth Mortgage Asset Corp COMMON 037347101 1,718 345,627 SH   SOLE   318,408 0 27,219
Apple COMMON 037833100 15,726 84,955 SH   SOLE   76,789 0 8,166
Archer-Daniels-Midland COMMON 039483102 7,886 172,064 SH   SOLE   154,823 0 17,241
AXA SA COMMON 054536107 884 36,018 SH   SOLE   35,100 0 918
BB&T Corporation COMMON 054937107 5,827 115,526 SH   SOLE   103,460 0 12,066
Baker Hughes a GE Company COMMON 05722g100 2,233 67,591 SH   SOLE   60,804 0 6,786
Bank of America COMMON 060505104 7,464 264,791 SH   SOLE   225,581 0 39,209
Bank of NY Mellon Corp COMMON 064058100 6,688 124,021 SH   SOLE   108,104 0 15,917
Barrick Gold COMMON 067901108 2,244 170,931 SH   SOLE   147,877 0 23,055
Benchmark Electronics COMMON 08160h101 5,258 180,370 SH   SOLE   158,513 0 21,857
Berkshire Hathaway CL B COMMON 084670702 373 1,999 SH   SOLE   1,999 0 0
BHP Billiton COMMON 088606108 917 18,337 SH   SOLE   17,501 0 836
Biogen Idec COMMON 09062x103 5,066 17,456 SH   SOLE   15,344 0 2,112
Brighthouse Financial COMMON 10922n103 244 6,094 SH   SOLE   5,180 0 914
CVS Health COMMON 126650100 2,853 44,341 SH   SOLE   40,823 0 3,518
CA Inc COMMON 12673p105 7,010 196,647 SH   SOLE   176,046 0 20,601
Canadian Imperial Bank of Commerce (CIBC) COMMON 136069101 3,856 44,367 SH   SOLE   39,680 0 4,686
Capital One Financial COMMON 14040h105 6,835 74,370 SH   SOLE   66,496 0 7,874
Cardinal Health COMMON 14149y108 951 19,481 SH   SOLE   18,588 0 893
Carnival Corp COMMON 143658300 1,314 22,932 SH   SOLE   22,407 0 525
Caterpillar COMMON 149123101 7,730 56,976 SH   SOLE   51,390 0 5,586
Celanese Corp COMMON 150870103 9,186 82,708 SH   SOLE   71,935 0 10,772
Cisco Systems COMMON 17275r102 12,300 285,840 SH   SOLE   256,170 0 29,670
Citigroup Inc COMMON 172967424 4,399 65,729 SH   SOLE   57,662 0 8,067
Cohu COMMON 192576106 3,000 122,390 SH   SOLE   105,105 0 17,286
Comcast Corp CL A COMMON 20030n101 8,000 243,834 SH   SOLE   215,388 0 28,446
Corning COMMON 219350105 10,007 363,771 SH   SOLE   326,238 0 37,534
Cummins Inc COMMON 231021106 5,324 40,027 SH   SOLE   34,937 0 5,090
DSW Inc COMMON 23334l102 2,515 97,404 SH   SOLE   93,450 0 3,954
Deere & Co. COMMON 244199105 8,212 58,743 SH   SOLE   52,496 0 6,246
Delta Air Lines COMMON 247361702 5,450 110,009 SH   SOLE   97,690 0 12,319
Deutsche Post COMMON 25157y202 1,160 35,529 SH   SOLE   34,923 0 606
Digital Realty Trust COMMON 253868103 7,550 67,662 SH   SOLE   60,977 0 6,686
Direxion Daily Mid Cap Bull 3X Shares ETF 25459w730 214 4,424 SH   SOLE   4,424 0 0
Direxion Daily Dev Mkts Bull 3X Shrs ETF 25459w789 247 3,460 SH   SOLE   3,460 0 0
Direxion Daily Small Cap Bull 3X Shares ETF 25459w847 316 3,840 SH   SOLE   3,840 0 0
Direxion Daily S&P500 Bull 3X Shares ETF 25459w862 321 7,198 SH   SOLE   7,198 0 0
Walt Disney COMMON 254687106 10,796 103,009 SH   SOLE   92,181 0 10,828
Exxon Mobil COMMON 30231g102 5,289 63,934 SH   SOLE   58,595 0 5,339
FedEx Corp COMMON 31428x106 6,980 30,741 SH   SOLE   26,512 0 4,229
Fifth Third Bancorp COMMON 316773100 6,262 218,188 SH   SOLE   189,403 0 28,785
First Trust Enhanced Short Maturity ETF 33739q408 428 7,137 SH   SOLE   6,720 0 417
Fluor COMMON 343412102 3,556 72,891 SH   SOLE   63,740 0 9,152
Foot Locker COMMON 344849104 2,372 45,057 SH   SOLE   43,847 0 1,210
General Motors COMMON 37045v100 6,639 168,501 SH   SOLE   149,775 0 18,726
Gilead Sciences COMMON 375558103 4,817 68,001 SH   SOLE   62,660 0 5,341
Global X FTSE Colombia 20 ETF ETF 37950e200 1,579 150,496 SH   SOLE   145,317 0 5,179
Global X MSCI Norway ETF ETF 37950e747 1,606 112,234 SH   SOLE   108,356 0 3,878
Goldman Sachs Group COMMON 38141g104 4,760 21,581 SH   SOLE   19,362 0 2,219
Goodyear Tire COMMON 382550101 5,412 232,358 SH   SOLE   209,837 0 22,521
HSBC Holdings PLC COMMON 404280406 2,309 48,972 SH   SOLE   45,335 0 3,637
Halliburton Co. COMMON 406216101 3,790 84,110 SH   SOLE   72,993 0 11,116
HollyFrontier Corp COMMON 436106108 5,754 84,084 SH   SOLE   75,138 0 8,946
Home Depot COMMON 437076102 244 1,250 SH   SOLE   1,250 0 0
Honda Motor COMMON 438128308 1,480 50,563 SH   SOLE   45,763 0 4,800
ING Groep NV COMMON 456837103 5,373 375,179 SH   SOLE   327,902 0 47,277
Intel COMMON 458140100 12,014 241,679 SH   SOLE   220,059 0 21,620
Int'l Business Machines COMMON 459200101 6,796 48,644 SH   SOLE   43,842 0 4,802
Int'l Paper COMMON 460146103 1,772 34,027 SH   SOLE   33,287 0 740
Invesco Optimum Yield Commodity ETF 46090f100 971 52,606 SH   SOLE   52,606 0 0
Invesco Senior Loan Portfolio ETF 46138g508 1,954 85,320 SH   SOLE   82,660 0 2,660
iShares MSCI Frontier 100 ETF 464286145 280 9,707 SH   SOLE   9,707 0 0
iShares MSCI Austria Fund ETF 464286202 564 24,885 SH   SOLE   21,189 0 3,696
iShares MSCI Belgium Capped Fund ETF 464286301 555 28,207 SH   SOLE   23,809 0 4,398
iShares MSCI Brazil Capped Fund ETF 464286400 1,921 59,927 SH   SOLE   56,178 0 3,749
iShares MSCI Canada Fund ETF 464286509 1,503 52,733 SH   SOLE   50,861 0 1,872
iShares MSCI Thailand Capped ETF ETF 464286624 1,979 24,057 SH   SOLE   22,427 0 1,630
iShares MSCI Chile Capped ETF ETF 464286640 2,226 48,359 SH   SOLE   45,996 0 2,363
iShares MSCI France Fund ETF 464286707 692 22,675 SH   SOLE   21,846 0 829
iShares MSCI Switzerland Fund ETF 464286749 555 17,020 SH   SOLE   14,352 0 2,668
iShares MSCI South Korea Fund ETF 464286772 2,768 40,884 SH   SOLE   37,963 0 2,921
iShares MSCI South Africa Fund ETF 464286780 1,886 32,766 SH   SOLE   30,839 0 1,927
iShares MSCI Germany Fund ETF 464286806 411 13,694 SH   SOLE   11,563 0 2,131
iShares MSCI Netherlands Fund ETF 464286814 574 18,803 SH   SOLE   15,842 0 2,961
iShares MSCI Hong Kong Fund ETF 464286871 1,952 80,633 SH   SOLE   77,768 0 2,865
iShares iBoxx $ Invest Grade Corp Bond ETF 464287242 229 1,996 SH   SOLE   1,996 0 0
iShares Barclays 1-3 Year Treasury Bond ETF 464287457 3,454 41,424 SH   SOLE   40,098 0 1,326
iShares Russell 2000 Value Fund ETF 464287630 229 1,735 SH   SOLE   1,560 0 175
iShares Barclays Agency Bond ETF 464288166 318 2,856 SH   SOLE   2,608 0 248
iShares JPMorgan USD Emerging Markets Bond ETF 464288281 2,436 22,813 SH   SOLE   22,169 0 644
iShares Barclays MBS Bond ETF ETF 464288588 628 6,026 SH   SOLE   5,880 0 146
iShares Short Treasury Bond ETF ETF 464288679 3,467 31,390 SH   SOLE   30,723 0 667
iShares MSCI All Peru Capped Fund ETF 464289842 2,273 57,908 SH   SOLE   55,027 0 2,881
iShares MSCI Indonesia Fund ETF 46429b309 490 21,345 SH   SOLE   18,025 0 3,320
iShares MSCI Philippines Fund ETF 46429b408 246 8,153 SH   SOLE   6,883 0 1,270
iShares MSCI Ireland Fund ETF 46429b507 1,486 31,406 SH   SOLE   30,297 0 1,109
iShares MSCI India Fund ETF 46429b598 589 17,708 SH   SOLE   15,055 0 2,653
iShares MSCI Poland Capped Investable Market Fund ETF 46429b606 471 21,629 SH   SOLE   18,264 0 3,365
iShares Floating Rate Note ETF 46429b655 4,376 85,800 SH   SOLE   83,400 0 2,400
iShares MSCI Taiwan Fund ETF 46434g772 586 16,282 SH   SOLE   13,717 0 2,565
iShares MSCI Malaysia Fund ETF 46434g814 1,360 43,605 SH   SOLE   42,061 0 1,544
iShares MSCI Japan Fund ETF 46434g822 437 7,546 SH   SOLE   6,372 0 1,174
iShares MSCI Italy Capped Fund ETF 46434g830 1,441 49,885 SH   SOLE   48,204 0 1,681
iShares MSCI United Kingdom Fund ETF 46435g334 696 20,008 SH   SOLE   19,285 0 723
iShares Core International Aggregate Bond ETF ETF 46435g672 955 18,125 SH   SOLE   17,572 0 553
JP Morgan Chase COMMON 46625h100 11,800 113,239 SH   SOLE   101,358 0 11,882
Jabil Inc. COMMON 466313103 3,161 114,278 SH   SOLE   101,554 0 12,724
Johnson & Johnson COMMON 478160104 7,202 59,357 SH   SOLE   54,148 0 5,209
Juniper Networks COMMON 48203r104 4,386 159,956 SH   SOLE   140,548 0 19,407
Keycorp COMMON 493267108 2,268 116,078 SH   SOLE   101,287 0 14,791
Kimberly Clark COMMON 494368103 5,500 52,214 SH   SOLE   46,477 0 5,737
Kimco Realty Corp COMMON 49446r109 2,855 168,030 SH   SOLE   166,162 0 1,868
Kohl's COMMON 500255104 6,797 93,242 SH   SOLE   81,963 0 11,278
Kroger COMMON 501044101 2,098 73,742 SH   SOLE   72,474 0 1,268
Lam Research COMMON 512807108 5,811 33,618 SH   SOLE   30,529 0 3,089
Lowe's Companies COMMON 548661107 5,288 55,332 SH   SOLE   47,364 0 7,968
MDC Holdings COMMON 552676108 8,312 270,131 SH   SOLE   240,783 0 29,348
Manpower Inc COMMON 56418h100 7,408 86,082 SH   SOLE   76,317 0 9,766
McKesson COMMON 58155q103 2,973 22,286 SH   SOLE   19,431 0 2,855
Merck & Co. COMMON 58933y105 2,773 45,685 SH   SOLE   44,335 0 1,350
Metlife COMMON 59156r108 4,766 109,314 SH   SOLE   98,017 0 11,297
Microsoft COMMON 594918104 13,058 132,424 SH   SOLE   118,010 0 14,413
Mosaic COMMON 61945c103 4,163 148,400 SH   SOLE   132,670 0 15,730
National Oilwell COMMON 637071101 5,952 137,146 SH   SOLE   123,299 0 13,847
Netapp Inc COMMON 64110d104 1,324 16,864 SH   SOLE   16,645 0 219
New York Community Bancorp COMMON 649445103 1,006 91,152 SH   SOLE   87,439 0 3,713
Newmont Mining Corp Holding Co. COMMON 651639106 2,801 74,270 SH   SOLE   69,987 0 4,283
Nippon Telegraph and Telephone COMMON 654624105 4,083 90,061 SH   SOLE   78,187 0 11,875
Norfolk Southern COMMON 655844108 10,009 66,344 SH   SOLE   58,628 0 7,716
Nutrien Ltd COMMON 67077m108 2,444 44,937 SH   SOLE   40,270 0 4,667
Oceaneering Int'l COMMON 675232102 1,589 62,415 SH   SOLE   54,103 0 8,311
Old National Bancorp COMMON 680033107 6,242 335,584 SH   SOLE   297,160 0 38,424
Oracle COMMON 68389x105 6,735 152,860 SH   SOLE   134,961 0 17,899
PNC Financial COMMON 693475105 7,300 54,035 SH   SOLE   48,019 0 6,016
Pfizer COMMON 717081103 3,329 91,759 SH   SOLE   81,809 0 9,950
Physicians Realty Trust COMMON 71943u104 2,391 149,992 SH   SOLE   140,705 0 9,287
PIMCO 0-5 Year High Yield Corporate Bond Fund ETF 72201r783 450 4,518 SH   SOLE   4,518 0 0
Prudential COMMON 744320102 7,867 84,133 SH   SOLE   75,811 0 8,322
Qualcomm COMMON 747525103 5,137 91,535 SH   SOLE   82,843 0 8,692
Regency Centers COMMON 758849103 3,857 62,125 SH   SOLE   52,547 0 9,578
Royal Dutch Shell PLC Class A COMMON 780259206 3,308 47,787 SH   SOLE   41,457 0 6,330
SPDR S&P China ETF 78463x400 1,963 18,735 SH   SOLE   17,605 0 1,130
SPDR Blackstone GSO Senior Loan ETF 78467v608 275 5,849 SH   SOLE   5,328 0 521
SPDR Barclays Short Term High Yield Bond ETF 78468r408 2,838 103,999 SH   SOLE   101,107 0 2,892
Sanofi COMMON 80105n105 3,879 96,962 SH   SOLE   85,251 0 11,711
Schlumberger COMMON 806857108 1,189 17,734 SH   SOLE   16,603 0 1,131
Consumer Discret Select Sector SPDR ETF 81369y407 567 5,189 SH   SOLE   4,665 0 524
Energy Select Sector SPDR ETF 81369y506 720 9,484 SH   SOLE   8,557 0 927
Financials Select Sector SPDR ETF 81369y605 914 34,385 SH   SOLE   31,017 0 3,368
Technology Select Sector SPDR ETF 81369y803 852 12,269 SH   SOLE   11,029 0 1,240
Shire Pharmaceuticals COMMON 82481r106 5,310 31,457 SH   SOLE   28,157 0 3,299
Siemens AG COMMON 826197501 2,225 33,773 SH   SOLE   30,921 0 2,852
Societe Generale COMMON 83364l109 771 91,423 SH   SOLE   88,810 0 2,613
Symantec COMMON 871503108 4,904 237,494 SH   SOLE   215,067 0 22,427
Synchrony Financial COMMON 87165b103 1,607 48,153 SH   SOLE   45,458 0 2,695
Tapestry Inc COMMON 876030107 7,942 170,035 SH   SOLE   152,797 0 17,238
Target COMMON 87612e106 5,288 69,468 SH   SOLE   61,087 0 8,381
Total SA COMMON 89151e109 4,169 68,845 SH   SOLE   64,226 0 4,619
Trinity Industries COMMON 896522109 4,018 117,267 SH   SOLE   106,802 0 10,465
Tutor Perini Corp COMMON 901109108 3,280 177,761 SH   SOLE   157,646 0 20,115
Tyson Foods COMMON 902494103 5,296 76,917 SH   SOLE   68,298 0 8,619
United Technologies COMMON 913017109 213 1,700 SH   SOLE   1,700 0 0
VanEck Vectors Emerging Markets High Yield Bond ETF ETF 92189f353 1,129 49,219 SH   SOLE   45,124 0 4,095
VanEck Vectors Russia ETF ETF 92189f403 573 26,977 SH   SOLE   22,778 0 4,199
VanEck Vectors EM Local Curr Bond ETF ETF 92189f494 291 17,117 SH   SOLE   17,117 0 0
Vanguard Short-Term Bond ETF ETF 921937827 313 3,998 SH   SOLE   3,744 0 254
Vanguard Total Bond Market ETF ETF 921937835 866 10,934 SH   SOLE   10,312 0 622
Vanguard Short-Term Corp Bond Fund ETF 92206c409 1,200 15,371 SH   SOLE   14,726 0 645
Vanguard Mortgage-Backed Securities ETF ETF 92206c771 772 15,010 SH   SOLE   15,010 0 0
Vanguard Interm-Tm Corp Bond Fund ETF 92206c870 1,024 12,263 SH   SOLE   11,551 0 712
Verizon Communications COMMON 92343v104 4,238 84,247 SH   SOLE   76,173 0 8,074
Walmart Inc COMMON 931142103 6,729 78,565 SH   SOLE   72,249 0 6,316
Walgreens Boots Alliance COMMON 931427108 1,957 32,615 SH   SOLE   29,608 0 3,007
Wells Fargo & Co. COMMON 949746101 5,503 99,262 SH   SOLE   89,906 0 9,356
Whirpool COMMON 963320106 7,451 50,953 SH   SOLE   45,947 0 5,007
Williams Sonoma COMMON 969904101 2,795 45,531 SH   SOLE   41,711 0 3,820
Yamana Gold COMMON 98462y100 2,253 776,778 SH   SOLE   725,937 0 50,841
Zimmer Biomet Holdings COMMON 98956p102 5,201 46,668 SH   SOLE   41,311 0 5,357
Axis Capital COMMON g0692u109 5,245 94,295 SH   SOLE   82,197 0 12,099
Eaton Corp PLC COMMON g29183103 8,195 109,645 SH   SOLE   99,071 0 10,573
Marvell Tech COMMON g5876h105 5,432 253,371 SH   SOLE   229,082 0 24,289
Medtronic PLC COMMON g5960l103 2,149 25,106 SH   SOLE   23,398 0 1,708
Seagate Technology COMMON g7945m107 7,691 136,203 SH   SOLE   121,095 0 15,107
Ship Finance Int'l COMMON g81075106 3,329 222,693 SH   SOLE   205,467 0 17,226
Tsakos Energy COMMON g9108l108 2,109 566,913 SH   SOLE   493,724 0 73,188
Royal Caribbean Cruises COMMON v7780t103 8,311 80,218 SH   SOLE   69,205 0 11,013