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 4,835 22,947 SH   DFND 2 19,512 0 3,435
Acuity Brands Inc CS 00508Y102 677 4,307 SH   DFND 2 4,158 0 149
Aflac Inc CS 001055102 4,836 102,744 SH   DFND 2 88,817 0 13,927
Allete Inc CS 018522300 3,729 49,710 SH   DFND 2 49,710 0 0
Alliance Data Systems Corp CS 018581108 3,412 14,447 SH   DFND 2 12,475 0 1,972
Altria Group Inc CS 02209S103 2,101 34,830 SH   DFND 2 32,622 0 2,208
Ameren Corp CS 023608102 1,187 18,769 SH   DFND 2 18,109 0 660
Americold Realty Trust CS 03064D108 6,410 256,205 SH   DFND 2 256,205 0 0
Ameriprise Financial Inc CS 03076C106 979 6,632 SH   DFND 2 6,400 0 232
Amgen Inc CS 031162100 3,152 15,206 SH   DFND 2 13,521 0 1,685
Anthem Inc CS 036752103 666 2,429 SH   DFND 2 1,390 0 1,039
Apollo Commercial Real Estate CS 03762U105 7,868 416,983 SH   DFND 2 416,983 0 0
Aptiv Plc CS g6095L109 691 8,236 SH   DFND 2 7,953 0 283
Aramark CS 03852U106 903 20,997 SH   DFND 2 20,244 0 753
Argan Inc CS 04010e109 5,156 119,910 SH   DFND 2 119,910 0 0
Argo Group International CS g0464b107 6,663 105,672 SH   DFND 2 105,672 0 0
Astec Industries Inc CS 046224101 4,720 93,640 SH   DFND 2 93,640 0 0
AT&T Inc CS 00206R102 3,219 95,849 SH   DFND 2 83,500 0 12,349
Atmos Energy Corp CS 049560105 1,067 11,365 SH   DFND 2 10,965 0 400
Autozone Inc CS 053332102 4,114 5,303 SH   DFND 2 4,596 0 707
Bank of Hawaii Corp CS 062540109 4,117 52,175 SH   DFND 2 52,175 0 0
Bank of NY Mellon CS 064058100 3,982 78,085 SH   DFND 2 70,732 0 7,353
BB&T Corp CS 054937107 3,816 78,624 SH   DFND 2 71,567 0 7,057
BCE Inc CS 05534B760 1,567 38,682 SH   DFND 2 36,054 0 2,628
Belden Inc CS 077454106 779 10,903 SH   DFND 2 10,518 0 385
Bemis Co CS 081437105 985 20,272 SH   DFND 2 19,559 0 713
Benchmark Electronics Inc CS 08160H101 5,107 218,240 SH   DFND 2 218,240 0 0
Berkshire Hathaway Inc Cl B CS 084670702 5,419 25,310 SH   DFND 2 21,412 0 3,898
Big Lots Inc CS 089302103 5,395 129,098 SH   DFND 2 129,098 0 0
BlackRock Inc CS 09247X101 7,142 15,153 SH   DFND 2 13,159 0 1,994
Blackstone Mortgage Trust CS 09257w100 9,993 298,195 SH   DFND 2 294,124 0 4,071
BorgWarner Inc CS 099724106 4,324 101,071 SH   DFND 2 86,875 0 14,196
Brady Corp CS 104674106 1,747 39,935 SH   DFND 2 39,935 0 0
Brown & Brown Inc CS 115236101 1,024 34,644 SH   DFND 2 33,404 0 1,240
Bryn Mawr Bank Corp CS 117665109 3,733 79,586 SH   DFND 2 79,586 0 0
Cal Maine Foods Inc CS 128030202 3,627 75,097 SH   DFND 2 75,097 0 0
Canadian Imperial Bank of Com CS 136069101 2,639 28,148 SH   DFND 2 22,617 0 5,531
Capitol Federal Financial CS 14057J101 4,633 363,632 SH   DFND 2 332,678 0 30,954
Casey's Gen Stores Inc CS 147528103 917 7,103 SH   DFND 2 6,849 0 254
Centennial Resource Developmen CS 15136A102 911 41,680 SH   DFND 2 40,219 0 1,461
Centerstate Bank Corp CS 15201P109 5,617 200,250 SH   DFND 2 200,250 0 0
Chevron Corp CS 166764100 7,174 58,669 SH   DFND 2 51,874 0 6,795
Cimarex Energy Co CS 171798101 2,857 30,742 SH   DFND 2 27,811 0 2,931
Cisco Systems Inc CS 17275R102 7,850 161,357 SH   DFND 2 144,220 0 17,137
Citizens Financial Group CS 174610105 692 17,944 SH   DFND 2 17,303 0 641
Clorox Co/The CS 189054109 7,052 46,885 SH   DFND 2 41,697 0 5,188
CME Group Inc CS 12572Q105 225 1,323 SH   DFND 2 1,323 0 0
CMS Energy Corp CS 125896100 914 18,662 SH   DFND 2 18,003 0 659
Cognizant Technology Solutions CS 192446102 4,305 55,799 SH   DFND 2 48,191 0 7,608
Columbia Property Trust Inc CS 198287203 5,698 241,040 SH   DFND 2 241,040 0 0
Comfort Systems USA CS 199908104 808 14,325 SH   DFND 2 13,831 0 494
Commerce Bancshares Inc CS 200525103 886 13,427 SH   DFND 2 12,945 0 482
Conagra Brands CS 205887102 806 23,737 SH   DFND 2 22,904 0 833
Concho Resources Inc CS 20605P101 968 6,339 SH   DFND 2 6,111 0 228
Conduent Inc CS 206787103 839 37,268 SH   DFND 2 35,974 0 1,294
Convergys Corp CS 212485106 7,017 295,565 SH   DFND 2 295,565 0 0
Cooper-Standard Holdings Inc CS 21676P103 3,194 26,625 SH   DFND 2 26,625 0 0
CSG Systems International Inc CS 126349109 6,745 168,037 SH   DFND 2 168,037 0 0
CubeSmart CS 229663109 1,276 44,716 SH   DFND 2 41,733 0 2,983
Cummins Inc CS 231021106 1,607 11,003 SH   DFND 2 10,247 0 756
Curtiss Wright Corp CS 231561101 877 6,385 SH   DFND 2 6,159 0 226
CVS Health Corp CS 126650100 6,420 81,559 SH   DFND 2 71,217 0 10,342
Darling Ingredients Inc CS 237266101 5,398 279,380 SH   DFND 2 279,380 0 0
Davita Inc CS 23918K108 3,637 50,773 SH   DFND 2 45,867 0 4,906
Deluxe Corp CS 248019101 7,467 131,135 SH   DFND 2 131,135 0 0
Digital Realty Trust Inc CS 253868103 4,329 38,485 SH   DFND 2 35,290 0 3,195
Dominion Energy Inc CS 25746U109 2,566 36,517 SH   DFND 2 30,542 0 5,975
Donnelley Financial Solution CS 25787G100 4,822 269,109 SH   DFND 2 269,109 0 0
East West Bancorp Inc CS 27579R104 710 11,764 SH   DFND 2 11,350 0 414
Eastman Chemical Co CS 277432100 1,189 12,423 SH   DFND 2 10,341 0 2,082
Emerson Electric Co CS 291011104 5,884 76,841 SH   DFND 2 66,551 0 10,290
Encompass Health Corp CS 29261A100 3,645 46,760 SH   DFND 2 42,214 0 4,546
Encore Wire Corp CS 292562105 3,648 72,805 SH   DFND 2 72,805 0 0
Energen Corp CS 29265N108 1,192 13,828 SH   DFND 2 13,348 0 480
Enpro Industries Inc CS 29355x107 3,967 54,395 SH   DFND 2 54,395 0 0
EOG Resources Inc CS 26875P101 5,541 43,438 SH   DFND 2 37,736 0 5,702
Equity Commonwealth CS 294628102 6,703 208,895 SH   DFND 2 208,895 0 0
Equity Lifestyle Properties CS 29472R108 1,297 13,452 SH   DFND 2 12,970 0 482
Essex Property Trust Inc CS 297178105 971 3,935 SH   DFND 2 3,797 0 138
Exxon Mobil Corp CS 30231G102 9,190 108,094 SH   DFND 2 95,702 0 12,392
F5 Networks Inc CS 315616102 4,468 22,403 SH   DFND 2 20,220 0 2,183
Facebook Inc CS 30303M102 452 2,749 SH   DFND 2 1,593 0 1,156
Fastenal Co CS 311900104 1,887 32,531 SH   DFND 2 30,578 0 1,953
FedEx Corp CS 31428X106 5,227 21,707 SH   DFND 2 18,882 0 2,825
First Financial Bancorp CS 320209109 6,353 213,892 SH   DFND 2 213,892 0 0
First Merchants Corp CS 320817109 5,076 112,830 SH   DFND 2 112,830 0 0
FMC Corp CS 302491303 638 7,315 SH   DFND 2 7,063 0 252
Forward Air Corp CS 349853101 3,039 42,390 SH   DFND 2 42,390 0 0
Fresh Del Monte Produce Inc CS G36738105 3,797 112,042 SH   DFND 2 112,042 0 0
General Mills Inc CS 370334104 1,236 28,791 SH   DFND 2 26,808 0 1,983
Genuine Parts Co CS 372460105 3,000 30,186 SH   DFND 2 28,445 0 1,741
Gildan Activewear Inc CS 375916103 956 31,408 SH   DFND 2 30,282 0 1,126
Granite Point Mortgage Trust CS 38741L107 5,741 297,750 SH   DFND 2 297,750 0 0
Greenbrier Companies Inc CS 393657101 2,888 48,050 SH   DFND 2 48,050 0 0
Halliburton Co CS 406216101 604 14,900 SH   DFND 2 8,707 0 6,193
Healthcare Trust of America In CS 42225P501 922 34,581 SH   DFND 2 33,369 0 1,212
Heartland Express Inc CS 422347104 4,686 237,505 SH   DFND 2 237,505 0 0
Hershey Co/The CS 427866108 4,331 42,463 SH   DFND 2 36,220 0 6,243
Hexcel Corp CS 428291108 926 13,813 SH   DFND 2 13,318 0 495
Horace Mann Educators Corp CS 440327104 4,044 90,065 SH   DFND 2 90,065 0 0
Hostess Brands Inc CS 44109J106 7,382 666,820 SH   DFND 2 666,820 0 0
Hubbell Inc CS 443510607 964 7,215 SH   DFND 2 6,963 0 252
Ingredion Inc CS 457187102 737 7,017 SH   DFND 2 6,766 0 251
Innospec Inc CS 45768S105 4,658 60,693 SH   DFND 2 60,693 0 0
Intel Corp CS 458140100 5,035 106,471 SH   DFND 2 91,608 0 14,863
Interdigital Inc CS 45867G101 4,437 55,465 SH   DFND 2 55,465 0 0
International Flavors & Fragra CS 459506101 912 6,556 SH   DFND 2 6,326 0 230
Interpublic Group of Companies CS 460690100 884 38,652 SH   DFND 2 37,276 0 1,376
Invesco Ltd CS G491BT108 1,522 66,511 SH   DFND 2 62,340 0 4,171
ITT Inc CS 45073v108 918 14,979 SH   DFND 2 14,445 0 534
Jazz Pharmaceuticals Inc CS G50871105 906 5,387 SH   DFND 2 5,198 0 189
JM Smucker Co/The CS 832696405 727 7,087 SH   DFND 2 6,841 0 246
John B. Sanfilippo & Son Inc CS 800422107 3,583 50,203 SH   DFND 2 50,203 0 0
Johnson & Johnson CS 478160104 6,959 50,363 SH   DFND 2 44,170 0 6,193
Kansas City Southern CS 485170302 894 7,893 SH   DFND 2 7,610 0 283
KeyCorp CS 493267108 3,406 171,244 SH   DFND 2 154,890 0 16,354
Keysight Technologies Inc CS 49338L103 1,203 18,149 SH   DFND 2 17,498 0 651
Kimberly Clark Corp CS 494368103 808 7,107 SH   DFND 2 4,106 0 3,001
Knoll Inc CS 498904200 4,788 204,195 SH   DFND 2 204,195 0 0
La Z Boy Inc CS 505336107 4,563 144,385 SH   DFND 2 144,385 0 0
Lamar Advertising Co CS 512816109 211 2,708 SH   DFND 2 2,708 0 0
Lancaster Colony Corp CS 513847103 2,582 17,305 SH   DFND 2 17,305 0 0
LegacyTexas Financial Group CS 52471Y106 3,609 84,720 SH   DFND 2 84,720 0 0
Lifepoint Hospitals Inc CS 53219L109 5,403 83,895 SH   DFND 2 83,895 0 0
LKQ Corp CS 501889208 703 22,209 SH   DFND 2 21,414 0 795
Logmein Inc CS 54142L109 677 7,598 SH   DFND 2 7,335 0 263
LyondellBasell Industries CS N53745100 200 1,952 SH   DFND 2 1,952 0 0
M&T Bank Corp CS 55261F104 831 5,052 SH   DFND 2 4,871 0 181
Magellan Health Inc CS 559079207 5,518 76,581 SH   DFND 2 76,581 0 0
McKesson Corp CS 58155Q103 4,350 32,793 SH   DFND 2 28,217 0 4,576
Merck & Co Inc CS 58933Y105 1,273 17,951 SH   DFND 2 16,744 0 1,207
Methode Electronics Inc CS 591520200 4,167 115,105 SH   DFND 2 115,105 0 0
Metlife Inc CS 59156R108 2,220 47,527 SH   DFND 2 39,733 0 7,794
Microsoft Corp CS 594918104 5,120 44,771 SH   DFND 2 40,516 0 4,255
Newfield Expl Co CS 651290108 715 24,807 SH   DFND 2 23,944 0 863
Nordstrom Inc CS 655664100 777 12,995 SH   DFND 2 12,542 0 453
Northwest Bancshares CS 667340103 7,163 413,569 SH   DFND 2 407,257 0 6,312
Northwestern Corp CS 668074305 14,702 250,625 SH   DFND 2 241,834 0 8,791
Nutrien Ltd CS 67077M108 5,928 102,737 SH   DFND 2 88,906 0 13,831
Omnicom Group CS 681919106 2,137 31,424 SH   DFND 2 29,463 0 1,961
Parker Hannifin Corp CS 701094104 807 4,390 SH   DFND 2 4,235 0 155
Paychex Inc CS 704326107 2,277 30,919 SH   DFND 2 28,989 0 1,930
PepsiCo Inc CS 713448108 4,054 36,259 SH   DFND 2 31,360 0 4,899
Pfizer Inc CS 717081103 6,040 137,060 SH   DFND 2 122,553 0 14,507
Philip Morris International CS 718172109 1,638 20,087 SH   DFND 2 18,796 0 1,291
Pinnacle West Capital CS 723484101 879 11,096 SH   DFND 2 10,709 0 387
Plexus Corp CS 729132100 6,150 105,110 SH   DFND 2 105,110 0 0
PNC Financial Services Group CS 693475105 2,800 20,562 SH   DFND 2 18,613 0 1,949
PNM Resources Inc CS 69349H107 8,516 215,860 SH   DFND 2 215,860 0 0
Portland General Electric Co CS 736508847 9,709 212,860 SH   DFND 2 204,463 0 8,397
Praxair Inc CS 74005P104 4,513 28,081 SH   DFND 2 25,472 0 2,609
Primoris Services Corp CS 74164f103 4,610 185,725 SH   DFND 2 185,725 0 0
Principal Financial Group Inc CS 74251V102 2,428 41,434 SH   DFND 2 35,135 0 6,299
Procter & Gamble Co/The CS 742718109 4,857 58,355 SH   DFND 2 53,504 0 4,851
Prudential Financial Inc CS 744320102 1,334 13,161 SH   DFND 2 12,304 0 857
PS Business Parks Inc/Ca CS 69360J107 5,994 47,165 SH   DFND 2 47,165 0 0
Public Storage CS 74460D109 539 2,673 SH   DFND 2 1,543 0 1,130
Quest Diagnostics Inc CS 74834L100 927 8,592 SH   DFND 2 8,291 0 301
Regal Beloit Corp CS 758750103 11,712 142,045 SH   DFND 2 136,917 0 5,128
Reinsurance Group Of America CS 759351604 793 5,483 SH   DFND 2 5,287 0 196
Renasant Corp CS 75970e107 3,454 83,807 SH   DFND 2 83,807 0 0
Republic Services Inc CS 760759100 858 11,811 SH   DFND 2 11,392 0 419
RPC Inc CS 749660106 4,418 285,385 SH   DFND 2 285,385 0 0
Sabra Health Care Reit Inc CS 78573L106 3,678 159,090 SH   DFND 2 159,090 0 0
Sanderson Farms Inc CS 800013104 4,893 47,335 SH   DFND 2 47,335 0 0
Schlumberger Ltd CS 806857108 3,894 63,923 SH   DFND 2 58,543 0 5,380
Schweitzer-Mauduit Intl Inc CS 808541106 1,243 32,448 SH   DFND 2 30,307 0 2,141
Science Applications Inte CS 808625107 835 10,357 SH   DFND 2 9,994 0 363
Silgan Holdings Inc CS 827048109 7,675 276,090 SH   DFND 2 276,090 0 0
Simon Property Group Inc CS 828806109 2,446 13,839 SH   DFND 2 11,292 0 2,547
Snap On Inc CS 833034101 859 4,681 SH   DFND 2 4,519 0 162
Southern Co/The CS 842587107 2,522 57,843 SH   DFND 2 49,499 0 8,344
SRC Energy Inc CS 78470V108 4,213 473,945 SH   DFND 2 473,945 0 0
Stepan Co CS 858586100 2,740 31,485 SH   DFND 2 31,485 0 0
Stryker Corp CS 863667101 3,272 18,413 SH   DFND 2 16,665 0 1,748
Summit Hotel Properties Inc CS 866082100 2,536 187,441 SH   DFND 2 169,930 0 17,511
Synopsys Inc CS 871607107 1,149 11,657 SH   DFND 2 11,239 0 418
T Rowe Price Group Inc CS 74144T108 2,367 21,683 SH   DFND 2 18,165 0 3,518
Tanger Factory Outlet Center CS 875465106 1,120 48,939 SH   DFND 2 45,700 0 3,239
Target Corp CS 87612E106 1,956 22,174 SH   DFND 2 18,792 0 3,382
Taylor Morrison Home Corp CS 87724P106 5,270 292,107 SH   DFND 2 292,107 0 0
Tenneco Inc CS 880349105 6,406 152,015 SH   DFND 2 152,015 0 0
Third Point Reinsurance Ltd CS g8827u100 6,760 519,975 SH   DFND 2 519,975 0 0
Torchmark Corp CS 891027104 5,996 69,166 SH   DFND 2 63,165 0 6,001
Treehouse Foods Inc CS 89469A104 6,493 135,700 SH   DFND 2 135,700 0 0
United Parcel Service Inc CS 911312106 2,875 24,624 SH   DFND 2 21,140 0 3,484
Universal Health Services Inc CS 913903100 975 7,625 SH   DFND 2 7,355 0 270
Unum Group CS 91529Y106 453 11,592 SH   DFND 2 6,723 0 4,869
US Bancorp CS 902973304 5,021 95,074 SH   DFND 2 81,574 0 13,500
US Silica Holdings Inc CS 90346E103 3,438 182,570 SH   DFND 2 182,570 0 0
Valmont Industries Inc CS 920253101 4,723 34,100 SH   DFND 2 34,100 0 0
Verizon Communications Inc CS 92343V104 7,066 132,338 SH   DFND 2 117,402 0 14,936
Vornado Realty Trust CS 929042109 1,092 14,960 SH   DFND 2 14,436 0 524
Walt Disney Co/The CS 254687106 5,197 44,443 SH   DFND 2 37,995 0 6,448
Washington Federal CS 938824109 8,007 250,205 SH   DFND 2 250,205 0 0
WEC Energy Group Inc CS 92939U106 6,246 93,553 SH   DFND 2 81,856 0 11,697
Wells Fargo & Company CS 949746101 1,891 35,972 SH   DFND 2 30,126 0 5,846
Wesco International Inc CS 95082P105 3,779 61,505 SH   DFND 2 61,505 0 0
White Mountains Insurance Grou CS G9618E107 6,753 7,216 SH   DFND 2 7,216 0 0
WR Berkley Corp CS 084423102 962 12,040 SH   DFND 2 11,610 0 430
Xcel Energy Inc CS 98389B100 1,033 21,874 SH   DFND 2 21,089 0 785
Xylem Inc CS 98419M100 817 10,224 SH   DFND 2 9,859 0 365
Zagg Inc CS 98884U108 1,908 129,370 SH   DFND 2 129,370 0 0
Zimmer Biomet Holdings Inc CS 98956P102 1,007 7,659 SH   DFND 2 7,392 0 267
Total SA AD 89151e109 216 3,350 SH   DFND 2 3,350 0 0
iShares National Muni Bond EF 464288414 2,612 24,203 SH   DFND 2 20,805 0 3,398
Schwab Short term US Treas EF 808524862 7,213 145,511 SH   DFND 2 130,127 0 15,384
SPDR Bloomberg Barclays Invest EF 78468r200 6,073 197,238 SH   DFND 2 174,514 0 22,724
SPDR S&P 500 EF 78462F103 752 2,586 SH   SOLE   2,586 0 0
Vaneck Vectors Short H/Y Muni EF 92189f387 695 28,600 SH   DFND 2 28,600 0 0