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 3,792 21,875 SH   DFND 2 18,631 0 3,244
Advansix Inc CS 00773t101 2,936 120,199 SH   DFND 2 120,199 0 0
Aflac Inc CS 001055102 4,756 86,769 SH   DFND 2 78,642 0 8,127
Alamos Gold Inc CS 011532108 5,419 895,670 SH   DFND 2 895,670 0 0
Altria Group Inc CS 02209S103 2,005 42,337 SH   DFND 2 40,143 0 2,194
Amdocs Ltd CS G02602103 1,416 22,800 SH   DFND 2 18,766 0 4,034
Ameren Corp CS 023608102 1,118 14,882 SH   DFND 2 14,410 0 472
Ameriprise Financial Inc CS 03076C106 950 6,546 SH   DFND 2 6,338 0 208
Amgen Inc CS 031162100 3,251 17,640 SH   DFND 2 16,017 0 1,623
Andersons Inc CS 034164103 4,856 178,285 SH   DFND 2 178,285 0 0
Anixter International Inc CS 035290105 3,263 54,650 SH   DFND 2 54,650 0 0
Anthem Inc CS 036752103 345 1,221 SH   DFND 2 674 0 547
Aptiv Plc CS g6095L109 891 11,021 SH   DFND 2 10,672 0 349
Argan Inc CS 04010e109 3,365 82,960 SH   DFND 2 82,960 0 0
Astec Industries Inc CS 046224101 3,401 104,465 SH   DFND 2 104,465 0 0
AT&T Inc CS 00206R102 3,769 112,468 SH   DFND 2 100,577 0 11,891
Atmos Energy Corp CS 049560105 1,043 9,882 SH   DFND 2 9,568 0 314
Autozone Inc CS 053332102 3,530 3,211 SH   DFND 2 2,720 0 491
Avista Corp CS 05379B107 6,362 142,650 SH   DFND 2 142,650 0 0
Avx Corp CS 002444107 5,152 310,345 SH   DFND 2 310,345 0 0
Bank of Hawaii Corp CS 062540109 5,910 71,285 SH   DFND 2 71,285 0 0
Bank of NY Mellon CS 064058100 3,342 75,702 SH   DFND 2 68,579 0 7,123
BB&T Corp CS 054937107 3,778 76,894 SH   DFND 2 69,999 0 6,895
BCE Inc CS 05534B760 2,201 48,390 SH   DFND 2 45,779 0 2,611
Berkshire Hathaway Inc Cl B CS 084670702 5,153 24,171 SH   DFND 2 20,555 0 3,616
Big Lots Inc CS 089302103 2,325 81,273 SH   DFND 2 81,273 0 0
BlackRock Inc CS 09247X101 7,694 16,396 SH   DFND 2 14,447 0 1,949
Blackstone Mortgage Trust CS 09257w100 2,464 69,258 SH   DFND 2 66,081 0 3,177
BMC Stk Holdings Inc CS 05591B109 3,030 142,915 SH   DFND 2 142,915 0 0
BorgWarner Inc CS 099724106 4,080 97,194 SH   DFND 2 83,731 0 13,463
Bristol Myers Squibb Co CS 110122108 5,131 113,145 SH   DFND 2 100,738 0 12,407
Brown & Brown Inc CS 115236101 942 28,121 SH   DFND 2 27,230 0 891
Bryn Mawr Bank Corp CS 117665109 4,890 131,036 SH   DFND 2 131,036 0 0
Cadence Bancorp CS 12739A100 5,641 271,205 SH   DFND 2 271,205 0 0
Cal Maine Foods Inc CS 128030202 6,729 161,292 SH   DFND 2 161,292 0 0
Canadian Imperial Bank of Com CS 136069101 2,379 30,287 SH   DFND 2 25,197 0 5,090
Capitol Federal Financial CS 14057J101 5,354 388,834 SH   DFND 2 358,973 0 29,861
Carnival Corp CS 143658300 1,299 27,911 SH   DFND 2 26,467 0 1,444
Casey's Gen Stores Inc CS 147528103 967 6,198 SH   DFND 2 6,000 0 198
Catalent Inc CS 148806102 962 17,752 SH   DFND 2 17,188 0 564
Centerstate Bank Corp CS 15201P109 2,938 127,580 SH   DFND 2 127,580 0 0
Central Garden & Pet Co CS 153527106 642 23,831 SH   DFND 2 23,092 0 739
Chemical Financial Corp CS 163731102 5,675 138,045 SH   DFND 2 138,045 0 0
Chevron Corp CS 166764100 8,253 66,324 SH   DFND 2 59,440 0 6,884
Cinemark Holdings Inc CS 17243V102 750 20,787 SH   DFND 2 20,127 0 660
Cisco Systems Inc CS 17275R102 4,364 79,733 SH   DFND 2 73,460 0 6,273
Clorox Co/The CS 189054109 5,265 34,386 SH   DFND 2 31,554 0 2,832
CME Group Inc CS 12572Q105 249 1,282 SH   DFND 2 1,282 0 0
CMS Energy Corp CS 125896100 1,144 19,762 SH   DFND 2 19,132 0 630
Cognizant Technology Solutions CS 192446102 4,161 65,634 SH   DFND 2 56,620 0 9,014
Columbia Property Trust Inc CS 198287203 5,462 263,370 SH   DFND 2 263,370 0 0
Commerce Bancshares Inc CS 200525103 890 14,922 SH   DFND 2 14,446 0 476
Commercial Metals Co CS 201723103 2,831 158,605 SH   DFND 2 158,605 0 0
CorePoint Lodging Inc CS 21872L104 5,245 423,325 SH   DFND 2 423,325 0 0
Cracker Barrel Old Country CS 22410J106 839 4,914 SH   DFND 2 4,759 0 155
Crown Castle Intl Corp CS 22822v101 218 1,673 SH   DFND 2 1,673 0 0
CSG Systems International Inc CS 126349109 3,264 66,842 SH   DFND 2 66,842 0 0
CubeSmart CS 229663109 1,839 54,992 SH   DFND 2 52,032 0 2,960
Cummins Inc CS 231021106 2,358 13,763 SH   DFND 2 13,007 0 756
Curtiss Wright Corp CS 231561101 860 6,767 SH   DFND 2 6,553 0 214
CVS Health Corp CS 126650100 4,513 82,818 SH   DFND 2 72,947 0 9,871
Darling Ingredients Inc CS 237266101 3,056 153,630 SH   DFND 2 153,630 0 0
Davita Inc CS 23918K108 2,771 49,247 SH   DFND 2 44,576 0 4,671
Diamondback Energy Inc CS 25278x109 995 9,130 SH   DFND 2 8,841 0 289
Digital Realty Trust Inc CS 253868103 4,807 40,813 SH   DFND 2 37,675 0 3,138
Dominion Energy Inc CS 25746U109 3,196 41,334 SH   DFND 2 35,614 0 5,720
Eastman Chemical Co CS 277432100 1,439 18,486 SH   DFND 2 14,773 0 3,713
Emerson Electric Co CS 291011104 5,208 78,052 SH   DFND 2 68,372 0 9,680
Encompass Health Corp CS 29261A100 4,548 71,782 SH   DFND 2 65,912 0 5,870
Encore Wire Corp CS 292562105 2,385 40,715 SH   DFND 2 40,715 0 0
Enpro Industries Inc CS 29355x107 4,061 63,605 SH   DFND 2 63,605 0 0
EOG Resources Inc CS 26875P101 4,883 52,411 SH   DFND 2 45,279 0 7,132
Equity Commonwealth CS 294628102 6,234 191,710 SH   DFND 2 191,710 0 0
Equity Lifestyle Properties CS 29472R108 1,254 10,335 SH   DFND 2 10,006 0 329
Essex Property Trust Inc CS 297178105 1,218 4,172 SH   DFND 2 4,039 0 133
Exxon Mobil Corp CS 30231G102 9,767 127,456 SH   DFND 2 114,456 0 13,000
F5 Networks Inc CS 315616102 3,821 26,240 SH   DFND 2 23,771 0 2,469
Facebook Inc CS 30303M102 472 2,446 SH   DFND 2 1,348 0 1,098
Fastenal Co CS 311900104 2,503 76,813 SH   DFND 2 72,939 0 3,874
FedEx Corp CS 31428X106 4,296 26,165 SH   DFND 2 22,598 0 3,567
First Financial Bancorp CS 320209109 5,611 231,682 SH   DFND 2 231,682 0 0
First Merchants Corp CS 320817109 3,494 92,185 SH   DFND 2 92,185 0 0
Forward Air Corp CS 349853101 3,992 67,485 SH   DFND 2 67,485 0 0
Fresh Del Monte Produce Inc CS G36738105 5,034 186,790 SH   DFND 2 186,790 0 0
General Mills Inc CS 370334104 1,901 36,192 SH   DFND 2 34,227 0 1,965
Genuine Parts Co CS 372460105 2,805 27,079 SH   DFND 2 25,880 0 1,199
Gildan Activewear Inc CS 375916103 948 24,496 SH   DFND 2 23,718 0 778
Global Brass & Copper CS 37953g103 3,942 90,155 SH   DFND 2 90,155 0 0
Granite Point Mortgage Trust CS 38741L107 4,214 219,575 SH   DFND 2 219,575 0 0
Greenbrier Companies Inc CS 393657101 4,119 135,485 SH   DFND 2 135,485 0 0
Halliburton Co CS 406216101 302 13,290 SH   DFND 2 7,400 0 5,890
Hanover Ins Group Inc CS 410867105 1,049 8,175 SH   DFND 2 7,919 0 256
Healthcare Trust of America In CS 42225P501 1,005 36,653 SH   DFND 2 35,488 0 1,165
Heartland Express Inc CS 422347104 4,525 250,395 SH   DFND 2 250,395 0 0
Hershey Co/The CS 427866108 5,130 38,278 SH   DFND 2 33,543 0 4,735
Hilton Grand Vacations Inc CS 43283X105 5,690 178,810 SH   DFND 2 178,810 0 0
Hubbell Inc CS 443510607 950 7,288 SH   DFND 2 7,056 0 232
Iaa Inc CS 449253103 664 17,132 SH   DFND 2 16,588 0 544
Intel Corp CS 458140100 5,319 111,118 SH   DFND 2 97,070 0 14,048
Interdigital Inc CS 45867G101 6,511 101,110 SH   DFND 2 101,110 0 0
International Flavors & Fragra CS 459506101 1,008 6,950 SH   DFND 2 6,729 0 221
International Paper Co CS 460146103 1,611 37,198 SH   DFND 2 35,268 0 1,930
Interpublic Group of Companies CS 460690100 925 40,942 SH   DFND 2 39,643 0 1,299
Invesco Ltd CS G491BT108 1,672 81,720 SH   DFND 2 77,549 0 4,171
ITT Inc CS 45073v108 1,039 15,868 SH   DFND 2 15,365 0 503
JM Smucker Co/The CS 832696405 1,072 9,309 SH   DFND 2 9,014 0 295
Johnson & Johnson CS 478160104 7,104 51,004 SH   DFND 2 45,216 0 5,788
Kansas City Southern CS 485170302 850 6,975 SH   DFND 2 6,756 0 219
KAR Auction Services Inc CS 48238T109 428 17,132 SH   DFND 2 16,588 0 544
KeyCorp CS 493267108 6,298 354,798 SH   DFND 2 326,845 0 27,953
Keysight Technologies Inc CS 49338L103 1,086 12,087 SH   DFND 2 11,702 0 385
Kimberly Clark Corp CS 494368103 841 6,310 SH   DFND 2 3,500 0 2,810
Kinder Morgan Inc CS 49456B101 5,101 244,304 SH   DFND 2 224,730 0 19,574
KLA-Tencor Corp CS 482480100 4,532 38,345 SH   DFND 2 35,384 0 2,961
Knoll Inc CS 498904200 4,212 183,290 SH   DFND 2 183,290 0 0
Lamar Advertising Co CS 512816109 211 2,619 SH   DFND 2 2,619 0 0
Lamb Weston Holdings Inc CS 513272104 799 12,608 SH   DFND 2 12,214 0 394
Linde Plc CS g5494j103 5,488 27,329 SH   DFND 2 24,795 0 2,534
LKQ Corp CS 501889208 3,814 143,332 SH   DFND 2 123,919 0 19,413
LyondellBasell Industries CS N53745100 1,676 19,458 SH   DFND 2 18,455 0 1,003
M&T Bank Corp CS 55261F104 909 5,343 SH   DFND 2 5,173 0 170
Magellan Health Inc CS 559079207 8,076 108,791 SH   DFND 2 108,791 0 0
Masco Corp CS 574599106 924 23,546 SH   DFND 2 22,799 0 747
McKesson Corp CS 58155Q103 4,322 32,157 SH   DFND 2 27,733 0 4,424
MEDNAX Inc CS 58502B106 4,557 180,605 SH   DFND 2 180,605 0 0
Metlife Inc CS 59156R108 2,709 54,539 SH   DFND 2 47,123 0 7,416
MFA Financial Inc CS 55272X102 7,065 983,985 SH   DFND 2 983,985 0 0
Microsoft Corp CS 594918104 2,878 21,488 SH   DFND 2 19,473 0 2,015
MTS Systems Corp CS 553777103 4,889 83,531 SH   DFND 2 83,531 0 0
National Healthcare Corp CS 635906100 3,225 39,745 SH   DFND 2 39,745 0 0
NetApp Inc CS 64110D104 795 12,893 SH   DFND 2 12,483 0 410
Noble Energy Inc CS 655044105 781 34,881 SH   DFND 2 33,848 0 1,033
Northern Trust Corp CS 665859104 795 8,830 SH   DFND 2 8,549 0 281
Northwest Bancshares CS 667340103 12,092 686,643 SH   DFND 2 662,951 0 23,692
Northwestern Corp CS 668074305 9,450 130,973 SH   DFND 2 123,457 0 7,516
Nutrien Ltd CS 67077M108 5,541 103,651 SH   DFND 2 90,876 0 12,775
Omnicom Group CS 681919106 3,152 38,464 SH   DFND 2 36,511 0 1,953
Oritani Financial Corp CS 68633D103 3,435 193,650 SH   DFND 2 193,650 0 0
Parker Hannifin Corp CS 701094104 792 4,656 SH   DFND 2 4,509 0 147
Paychex Inc CS 704326107 3,075 37,369 SH   DFND 2 35,449 0 1,920
Penske Automotive Grp Inc CS 70959W103 4,761 100,665 SH   DFND 2 100,665 0 0
PepsiCo Inc CS 713448108 4,586 34,969 SH   DFND 2 30,028 0 4,941
Pfizer Inc CS 717081103 6,063 139,950 SH   DFND 2 125,685 0 14,265
Philip Morris International CS 718172109 1,941 24,717 SH   DFND 2 23,433 0 1,284
Pinnacle West Capital CS 723484101 1,107 11,768 SH   DFND 2 11,396 0 372
PNC Financial Services Group CS 693475105 3,169 23,084 SH   DFND 2 19,823 0 3,261
Portland General Electric Co CS 736508847 3,695 68,209 SH   DFND 2 61,795 0 6,414
Primoris Services Corp CS 74164f103 5,973 285,376 SH   DFND 2 285,376 0 0
Principal Financial Group Inc CS 74251V102 2,761 47,667 SH   DFND 2 41,617 0 6,050
ProAssurance Corp CS 74267C106 5,874 162,675 SH   DFND 2 162,675 0 0
Procter & Gamble Co/The CS 742718109 6,799 62,007 SH   DFND 2 57,348 0 4,659
Prudential Financial Inc CS 744320102 2,532 25,072 SH   DFND 2 23,759 0 1,313
Public Storage CS 74460D109 554 2,328 SH   DFND 2 1,276 0 1,052
Quest Diagnostics Inc CS 74834L100 927 9,105 SH   DFND 2 8,815 0 290
Regal Beloit Corp CS 758750103 10,143 124,138 SH   DFND 2 119,121 0 5,017
Regions Financial Corp CS 7591EP100 912 61,025 SH   DFND 2 59,089 0 1,936
Reinsurance Group Of America CS 759351604 906 5,809 SH   DFND 2 5,623 0 186
Renasant Corp CS 75970e107 4,958 137,947 SH   DFND 2 137,947 0 0
Republic Services Inc CS 760759100 1,085 12,518 SH   DFND 2 12,122 0 396
RPC Inc CS 749660106 5,147 713,830 SH   DFND 2 713,830 0 0
Ryder System Inc CS 783549108 5,609 96,215 SH   DFND 2 96,215 0 0
Sabra Health Care Reit Inc CS 78573L106 3,216 163,310 SH   DFND 2 163,310 0 0
Safety Ins Group Inc CS 78648T100 3,312 34,820 SH   DFND 2 34,820 0 0
Scholastic Corp CS 807066105 3,796 114,185 SH   DFND 2 114,185 0 0
Sealed Air Corp CS 81211K100 927 21,666 SH   DFND 2 20,979 0 687
Select Medical Holdings Corp CS 81619Q105 3,384 213,240 SH   DFND 2 213,240 0 0
Silgan Holdings Inc CS 827048109 5,759 188,205 SH   DFND 2 188,205 0 0
Simon Property Group Inc CS 828806109 2,448 15,324 SH   DFND 2 12,917 0 2,407
Snap On Inc CS 833034101 823 4,966 SH   DFND 2 4,808 0 158
Sonoco Prods Co CS 835495102 954 14,608 SH   DFND 2 14,147 0 461
Southern Co/The CS 842587107 3,645 65,935 SH   DFND 2 57,929 0 8,006
SRC Energy Inc CS 78470V108 4,941 996,194 SH   DFND 2 996,194 0 0
Stryker Corp CS 863667101 3,673 17,865 SH   DFND 2 16,184 0 1,681
Summit Hotel Properties Inc CS 866082100 2,839 247,503 SH   DFND 2 224,790 0 22,713
Synopsys Inc CS 871607107 784 6,090 SH   DFND 2 5,899 0 191
T Rowe Price Group Inc CS 74144T108 2,706 24,669 SH   DFND 2 21,310 0 3,359
Tanger Factory Outlet Center CS 875465106 955 58,884 SH   DFND 2 55,672 0 3,212
Target Corp CS 87612E106 2,152 24,851 SH   DFND 2 21,611 0 3,240
TechnipFMC plc CS g87110105 771 29,739 SH   DFND 2 28,808 0 931
Thor Inds Inc CS 885160101 5,556 95,050 SH   DFND 2 95,050 0 0
Torchmark Corp CS 891027104 6,198 69,284 SH   DFND 2 63,649 0 5,635
Trinseo SA CS l9340p101 3,252 76,805 SH   DFND 2 76,805 0 0
UMB Financial Corp CS 902788108 7,537 114,506 SH   DFND 2 114,121 0 385
United Parcel Service Inc CS 911312106 2,877 27,855 SH   DFND 2 24,511 0 3,344
Universal Health Services Inc CS 913903100 1,420 10,890 SH   DFND 2 9,363 0 1,527
Unum Group CS 91529Y106 345 10,272 SH   DFND 2 5,677 0 4,595
US Bancorp CS 902973304 4,807 91,746 SH   DFND 2 78,880 0 12,866
US Foods Holding Corp CS 912008109 1,159 32,414 SH   DFND 2 31,386 0 1,028
Valmont Industries Inc CS 920253101 4,785 37,735 SH   DFND 2 37,735 0 0
Valvoline Inc CS 92047W101 5,866 300,355 SH   DFND 2 300,355 0 0
Verizon Communications Inc CS 92343V104 7,581 132,702 SH   DFND 2 118,877 0 13,825
Vornado Realty Trust CS 929042109 1,017 15,860 SH   DFND 2 15,357 0 503
Walt Disney Co/The CS 254687106 3,204 22,947 SH   DFND 2 19,797 0 3,150
Washington Federal CS 938824109 3,632 103,990 SH   DFND 2 103,990 0 0
WEC Energy Group Inc CS 92939U106 7,049 84,554 SH   DFND 2 74,438 0 10,116
Weis Mkts Inc CS 948849104 4,605 126,470 SH   DFND 2 126,470 0 0
Wells Fargo & Company CS 949746101 392 8,280 SH   DFND 2 4,591 0 3,689
Wesco International Inc CS 95082P105 5,325 105,140 SH   DFND 2 105,140 0 0
White Mountains Insurance Grou CS G9618E107 4,005 3,921 SH   DFND 2 3,921 0 0
Wiley John & Sons Inc CS 968223206 4,491 97,930 SH   DFND 2 97,930 0 0
WR Berkley Corp CS 084423102 1,052 15,955 SH   DFND 2 15,448 0 507
Xcel Energy Inc CS 98389B100 1,103 18,540 SH   DFND 2 17,952 0 588
Xylem Inc CS 98419M100 904 10,810 SH   DFND 2 10,463 0 347
Zimmer Biomet Holdings Inc CS 98956P102 956 8,122 SH   DFND 2 7,864 0 258
iShares National Muni Bond EF 464288414 2,941 26,002 SH   DFND 2 21,914 0 4,088
Schwab Short term US Treas EF 808524862 8,166 161,411 SH   DFND 2 145,359 0 16,052
SPDR Bloomberg Barclays Invest EF 78468r200 7,031 228,792 SH   DFND 2 204,387 0 24,405
SPDR S&P 500 EF 78462F103 769 2,623 SH   SOLE   2,623 0 0
Vaneck Vectors Short H/Y Muni EF 92189f387 881 35,200 SH   DFND 2 35,200 0 0