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 1,791 53,323 SH   SOLE   49,398 0 3,925
AVX Corp COMMON 002444107 2,326 128,891 SH   SOLE   121,072 0 7,819
Abbott Laboratories COMMON 002824100 9,871 134,553 SH   SOLE   120,315 0 14,238
Aetna COMMON 00817y108 15,243 75,142 SH   SOLE   65,390 0 9,751
Alaska Air Group COMMON 011659109 1,209 17,558 SH   SOLE   16,147 0 1,411
Allianz SE COMMON 018805101 2,282 102,325 SH   SOLE   98,262 0 4,063
Allstate COMMON 020002101 1,414 14,330 SH   SOLE   13,289 0 1,041
Alphabet Class C COMMON 02079k107 7,349 6,158 SH   SOLE   5,522 0 636
Alphabet Class A COMMON 02079k305 433 359 SH   SOLE   359 0 0
Amazon.com COMMON 023135106 611 305 SH   SOLE   305 0 0
American Railcar COMMON 02916p103 2,561 55,553 SH   SOLE   52,429 0 3,124
Amgen Inc COMMON 031162100 11,781 56,831 SH   SOLE   51,080 0 5,751
Anworth Mortgage Asset Corp COMMON 037347101 1,660 358,587 SH   SOLE   331,521 0 27,066
Apple COMMON 037833100 18,500 81,954 SH   SOLE   73,708 0 8,246
Archer-Daniels-Midland COMMON 039483102 8,707 173,205 SH   SOLE   155,797 0 17,408
AXA SA COMMON 054536107 957 35,603 SH   SOLE   34,736 0 867
BB&T Corporation COMMON 054937107 5,716 117,757 SH   SOLE   105,720 0 12,037
BASF AG COMMON 055262505 958 43,109 SH   SOLE   42,039 0 1,070
Baker Hughes a GE Company COMMON 05722g100 2,288 67,635 SH   SOLE   60,848 0 6,787
Bank of America COMMON 060505104 7,879 267,436 SH   SOLE   227,737 0 39,699
Bank of NY Mellon Corp COMMON 064058100 6,343 124,395 SH   SOLE   108,328 0 16,068
Benchmark Electronics COMMON 08160h101 4,268 182,398 SH   SOLE   160,165 0 22,233
Berkshire Hathaway CL B COMMON 084670702 428 1,999 SH   SOLE   1,999 0 0
BHP Billiton COMMON 088606108 899 18,041 SH   SOLE   17,333 0 708
Biogen Idec COMMON 09062x103 6,281 17,777 SH   SOLE   15,636 0 2,141
Brighthouse Financial COMMON 10922n103 265 5,984 SH   SOLE   5,101 0 883
CVS Health COMMON 126650100 3,540 44,964 SH   SOLE   41,364 0 3,600
Canadian Imperial Bank of Commerce (CIBC) COMMON 136069101 4,247 45,295 SH   SOLE   40,517 0 4,777
Capital One Financial COMMON 14040h105 7,160 75,419 SH   SOLE   67,435 0 7,985
Cardinal Health COMMON 14149y108 1,338 24,775 SH   SOLE   23,195 0 1,580
Carnival Corp COMMON 143658300 1,461 22,903 SH   SOLE   22,403 0 500
Caterpillar COMMON 149123101 8,839 57,967 SH   SOLE   52,323 0 5,644
Celanese Corp COMMON 150870103 9,597 84,186 SH   SOLE   73,343 0 10,843
Cisco Systems COMMON 17275r102 14,031 288,405 SH   SOLE   258,413 0 29,991
Citigroup Inc COMMON 172967424 4,914 68,491 SH   SOLE   60,267 0 8,224
Cohu COMMON 192576106 3,321 132,324 SH   SOLE   113,590 0 18,734
Comcast Corp CL A COMMON 20030n101 8,846 249,810 SH   SOLE   221,393 0 28,417
Corning COMMON 219350105 12,517 354,602 SH   SOLE   316,708 0 37,894
Cummins Inc COMMON 231021106 6,311 43,207 SH   SOLE   38,164 0 5,043
DSW Inc COMMON 23334l102 2,885 85,164 SH   SOLE   81,615 0 3,549
Deere & Co. COMMON 244199105 8,939 59,464 SH   SOLE   53,158 0 6,306
Delta Air Lines COMMON 247361702 6,425 111,109 SH   SOLE   98,606 0 12,503
Deutsche Post COMMON 25157y202 1,238 34,718 SH   SOLE   34,142 0 576
Digital Realty Trust COMMON 253868103 7,705 68,500 SH   SOLE   61,732 0 6,768
Walt Disney COMMON 254687106 12,229 104,576 SH   SOLE   93,607 0 10,969
Exxon Mobil COMMON 30231g102 5,975 70,280 SH   SOLE   64,954 0 5,326
FedEx Corp COMMON 31428x106 7,585 31,500 SH   SOLE   27,217 0 4,283
Fifth Third Bancorp COMMON 316773100 6,258 224,145 SH   SOLE   194,953 0 29,192
Fluor COMMON 343412102 4,386 75,492 SH   SOLE   66,340 0 9,152
Foot Locker COMMON 344849104 2,264 44,414 SH   SOLE   43,242 0 1,172
Franklin FTSE Mexico Fund ETF 35473p736 1,498 57,406 SH   SOLE   54,680 0 2,726
Franklin FTSE Japan Fund ETF 35473p744 1,663 61,997 SH   SOLE   59,125 0 2,872
Franklin FTSE India Fund ETF 35473p769 1,423 65,678 SH   SOLE   62,521 0 3,157
General Motors COMMON 37045v100 5,834 173,276 SH   SOLE   154,294 0 18,982
Gilead Sciences COMMON 375558103 5,339 69,146 SH   SOLE   63,818 0 5,329
Global X FTSE Portugal 20 ETF ETF 37950e192 1,528 125,680 SH   SOLE   119,873 0 5,807
Global X FTSE Colombia 20 ETF ETF 37950e200 2,076 207,578 SH   SOLE   197,962 0 9,616
Global X MSCI Norway ETF ETF 37950e747 1,795 117,961 SH   SOLE   112,600 0 5,361
Goldman Sachs Group COMMON 38141g104 5,029 22,425 SH   SOLE   20,176 0 2,249
Goodyear Tire COMMON 382550101 5,760 246,261 SH   SOLE   224,729 0 21,532
HSBC Holdings PLC COMMON 404280406 2,142 48,682 SH   SOLE   45,077 0 3,605
Halliburton Co. COMMON 406216101 3,381 83,411 SH   SOLE   72,041 0 11,370
HollyFrontier Corp COMMON 436106108 5,969 85,398 SH   SOLE   76,467 0 8,930
Home Depot COMMON 437076102 259 1,250 SH   SOLE   1,250 0 0
Honda Motor COMMON 438128308 1,504 50,000 SH   SOLE   45,238 0 4,762
ING Groep NV COMMON 456837103 5,116 394,429 SH   SOLE   346,400 0 48,030
Intel COMMON 458140100 11,053 233,725 SH   SOLE   211,873 0 21,852
Int'l Business Machines COMMON 459200101 7,439 49,197 SH   SOLE   44,375 0 4,821
Int'l Paper COMMON 460146103 1,752 35,653 SH   SOLE   34,829 0 824
Invesco Senior Loan Portfolio ETF 46138g508 2,252 97,185 SH   SOLE   94,014 0 3,171
iShares MSCI Canada Fund ETF 464286509 1,606 55,803 SH   SOLE   53,181 0 2,622
iShares MSCI Thailand Capped ETF ETF 464286624 2,103 22,299 SH   SOLE   21,279 0 1,020
iShares MSCI Chile Capped ETF ETF 464286640 1,584 34,967 SH   SOLE   33,396 0 1,571
iShares MSCI France Fund ETF 464286707 754 24,032 SH   SOLE   22,873 0 1,159
iShares MSCI South Korea Fund ETF 464286772 2,084 30,520 SH   SOLE   29,202 0 1,318
iShares MSCI Hong Kong Fund ETF 464286871 1,518 63,477 SH   SOLE   60,676 0 2,801
iShares Barclays 1-3 Year Treasury Bond ETF 464287457 3,347 40,278 SH   SOLE   39,075 0 1,203
iShares JPMorgan USD Emerging Markets Bond ETF 464288281 2,238 20,762 SH   SOLE   20,009 0 753
iShares Short Treasury Bond ETF ETF 464288679 4,185 37,897 SH   SOLE   37,010 0 887
iShares MSCI All Peru Capped Fund ETF 464289842 1,986 53,788 SH   SOLE   51,321 0 2,467
iShares MSCI Ireland Fund ETF 46429b507 1,502 33,325 SH   SOLE   31,766 0 1,559
iShares Floating Rate Note ETF 46429b655 4,494 88,077 SH   SOLE   85,736 0 2,341
iShares MSCI Malaysia Fund ETF 46434g814 2,060 63,680 SH   SOLE   60,766 0 2,914
iShares MSCI United Kingdom Fund ETF 46435g334 775 22,718 SH   SOLE   21,690 0 1,028
iShares Core International Aggregate Bond ETF ETF 46435g672 1,119 21,402 SH   SOLE   20,749 0 653
JP Morgan Chase COMMON 46625h100 12,792 113,361 SH   SOLE   101,397 0 11,964
Jabil Inc. COMMON 466313103 3,244 119,800 SH   SOLE   106,949 0 12,851
Johnson & Johnson COMMON 478160104 8,305 60,111 SH   SOLE   54,830 0 5,281
Juniper Networks COMMON 48203r104 4,927 164,381 SH   SOLE   144,547 0 19,834
Keycorp COMMON 493267108 2,289 115,089 SH   SOLE   100,402 0 14,687
Kimberly Clark COMMON 494368103 6,016 52,936 SH   SOLE   47,096 0 5,840
Kimco Realty Corp COMMON 49446r109 2,826 168,833 SH   SOLE   167,022 0 1,811
Kohl's COMMON 500255104 7,015 94,103 SH   SOLE   82,706 0 11,397
Kroger COMMON 501044101 2,135 73,348 SH   SOLE   72,137 0 1,211
Lam Research COMMON 512807108 5,748 37,889 SH   SOLE   34,794 0 3,094
Lowe's Companies COMMON 548661107 6,475 56,389 SH   SOLE   48,357 0 8,033
MDC Holdings COMMON 552676108 8,137 275,070 SH   SOLE   245,389 0 29,681
Manpower Inc COMMON 56418h100 7,699 89,568 SH   SOLE   79,738 0 9,831
McKesson COMMON 58155q103 2,801 21,116 SH   SOLE   18,261 0 2,855
Merck & Co. COMMON 58933y105 3,330 46,945 SH   SOLE   45,519 0 1,426
Metlife COMMON 59156r108 5,160 110,437 SH   SOLE   99,081 0 11,355
Microsoft COMMON 594918104 15,059 131,670 SH   SOLE   117,097 0 14,573
Micron Technology COMMON 595112103 5,201 114,983 SH   SOLE   100,889 0 14,094
Mosaic COMMON 61945c103 4,929 151,765 SH   SOLE   135,866 0 15,898
National Oilwell COMMON 637071101 5,946 138,025 SH   SOLE   124,003 0 14,021
Netapp Inc COMMON 64110d104 1,191 13,864 SH   SOLE   13,645 0 219
New York Community Bancorp COMMON 649445103 896 86,435 SH   SOLE   82,840 0 3,595
Newmont Mining Corp Holding Co. COMMON 651639106 2,281 75,540 SH   SOLE   71,274 0 4,266
Nippon Telegraph and Telephone COMMON 654624105 4,171 92,325 SH   SOLE   80,279 0 12,047
Norfolk Southern COMMON 655844108 11,796 65,353 SH   SOLE   57,652 0 7,701
Nutrien Ltd COMMON 67077m108 2,584 44,775 SH   SOLE   40,138 0 4,637
Oceaneering Int'l COMMON 675232102 1,774 64,268 SH   SOLE   55,956 0 8,311
Old National Bancorp COMMON 680033107 6,623 343,143 SH   SOLE   304,492 0 38,651
Oracle COMMON 68389x105 8,022 155,585 SH   SOLE   137,472 0 18,113
PNC Financial COMMON 693475105 7,391 54,269 SH   SOLE   48,156 0 6,113
Pfizer COMMON 717081103 4,028 91,402 SH   SOLE   81,489 0 9,913
Physicians Realty Trust COMMON 71943u104 2,529 149,975 SH   SOLE   140,317 0 9,658
Prudential COMMON 744320102 8,602 84,899 SH   SOLE   76,520 0 8,378
Qualcomm COMMON 747525103 6,704 93,077 SH   SOLE   84,274 0 8,803
Regency Centers COMMON 758849103 4,108 63,515 SH   SOLE   53,781 0 9,734
Royal Dutch Shell PLC Class A COMMON 780259206 3,289 48,269 SH   SOLE   41,864 0 6,406
SPDR Barclays Short Term High Yield Bond ETF 78468r408 3,257 118,058 SH   SOLE   114,531 0 3,527
Sanofi COMMON 80105n105 4,432 99,218 SH   SOLE   87,361 0 11,857
Schlumberger COMMON 806857108 1,117 18,329 SH   SOLE   17,175 0 1,154
Shire Pharmaceuticals COMMON 82481r106 5,776 31,862 SH   SOLE   28,510 0 3,351
Siemens AG COMMON 826197501 2,211 34,508 SH   SOLE   31,090 0 3,418
Societe Generale COMMON 83364l109 765 89,044 SH   SOLE   86,560 0 2,484
Symantec COMMON 871503108 4,973 233,712 SH   SOLE   211,342 0 22,370
Synchrony Financial COMMON 87165b103 2,165 69,658 SH   SOLE   66,762 0 2,896
Tapestry Inc COMMON 876030107 8,622 171,506 SH   SOLE   154,059 0 17,447
Target COMMON 87612e106 6,104 69,203 SH   SOLE   60,711 0 8,492
Total SA COMMON 89151e109 4,536 70,446 SH   SOLE   65,718 0 4,728
Trinity Industries COMMON 896522109 4,274 116,651 SH   SOLE   105,916 0 10,735
Tutor Perini Corp COMMON 901109108 3,221 171,342 SH   SOLE   152,397 0 18,945
Tyson Foods COMMON 902494103 4,682 78,644 SH   SOLE   69,881 0 8,762
United Technologies COMMON 913017109 285 2,040 SH   SOLE   2,040 0 0
Vanguard Short-Term Corp Bond Fund ETF 92206c409 1,144 14,635 SH   SOLE   13,917 0 718
Verizon Communications COMMON 92343v104 4,649 87,071 SH   SOLE   78,800 0 8,271
Walmart Inc COMMON 931142103 7,453 79,359 SH   SOLE   72,945 0 6,414
Walgreens Boots Alliance COMMON 931427108 2,388 32,754 SH   SOLE   29,764 0 2,990
Wells Fargo & Co. COMMON 949746101 5,302 100,872 SH   SOLE   91,365 0 9,507
Westrock Company COMMON 96145d105 4,728 88,471 SH   SOLE   77,111 0 11,361
Whirpool COMMON 963320106 6,082 51,220 SH   SOLE   46,158 0 5,062
Williams Sonoma COMMON 969904101 3,005 45,729 SH   SOLE   41,931 0 3,798
Yamana Gold COMMON 98462y100 1,904 764,575 SH   SOLE   714,862 0 49,712
Zimmer Biomet Holdings COMMON 98956p102 6,345 48,260 SH   SOLE   42,754 0 5,507
Axis Capital COMMON g0692u109 5,427 94,036 SH   SOLE   81,877 0 12,160
Eaton Corp PLC COMMON g29183103 9,576 110,411 SH   SOLE   99,711 0 10,700
Marvell Tech COMMON g5876h105 4,998 258,984 SH   SOLE   234,194 0 24,790
Medtronic PLC COMMON g5960l103 2,477 25,181 SH   SOLE   23,486 0 1,695
Seagate Technology COMMON g7945m107 6,686 141,210 SH   SOLE   125,973 0 15,237
Ship Finance Int'l COMMON g81075106 3,050 219,405 SH   SOLE   202,227 0 17,178
Tsakos Energy COMMON g9108l108 1,887 556,541 SH   SOLE   489,978 0 66,563
Royal Caribbean Cruises COMMON v7780t103 10,558 81,255 SH   SOLE   70,137 0 11,118