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 3,558 21,643 SH   DFND 2 18,581 0 3,062
Aflac Inc CS 001055102 4,485 85,714 SH   DFND 2 77,824 0 7,890
Altria Group Inc CS 02209S103 2,418 59,124 SH   DFND 2 56,029 0 3,095
Amdocs Ltd CS G02602103 1,510 22,845 SH   DFND 2 18,989 0 3,856
Ameren Corp CS 023608102 1,199 14,972 SH   DFND 2 14,500 0 472
American National Insurance Co CS 028591105 4,590 37,100 SH   DFND 2 37,100 0 0
Ameriprise Financial Inc CS 03076C106 969 6,586 SH   DFND 2 6,378 0 208
Amgen Inc CS 031162100 3,552 18,355 SH   DFND 2 16,782 0 1,573
Andersons Inc CS 034164103 4,509 201,025 SH   DFND 2 201,025 0 0
Anixter International Inc CS 035290105 2,278 32,955 SH   DFND 2 32,955 0 0
Anthem Inc CS 036752103 291 1,210 SH   DFND 2 691 0 519
Aptiv Plc CS g6095L109 969 11,088 SH   DFND 2 10,739 0 349
Argan Inc CS 04010e109 5,274 134,235 SH   DFND 2 134,235 0 0
Argo Group International CS g0464b107 5,193 73,930 SH   DFND 2 73,930 0 0
Arrow Electrs Inc CS 042735100 1,022 13,709 SH   DFND 2 13,280 0 429
Astec Industries Inc CS 046224101 3,167 101,835 SH   DFND 2 101,835 0 0
AT&T Inc CS 00206R102 3,498 92,455 SH   DFND 2 82,074 0 10,381
Atmos Energy Corp CS 049560105 1,132 9,942 SH   DFND 2 9,628 0 314
Autozone Inc CS 053332102 3,455 3,185 SH   DFND 2 2,709 0 476
Avista Corp CS 05379B107 5,118 105,665 SH   DFND 2 105,665 0 0
Avx Corp CS 002444107 5,405 355,605 SH   DFND 2 355,605 0 0
Bank of Hawaii Corp CS 062540109 5,592 65,075 SH   DFND 2 65,075 0 0
Bank of NY Mellon CS 064058100 3,391 75,006 SH   DFND 2 68,121 0 6,885
BB&T Corp CS 054937107 4,060 76,081 SH   DFND 2 69,414 0 6,667
BCE Inc CS 05534B760 2,418 49,951 SH   DFND 2 47,340 0 2,611
Berkshire Hathaway Inc Cl B CS 084670702 4,961 23,851 SH   DFND 2 20,427 0 3,424
BlackRock Inc CS 09247X101 7,622 17,103 SH   DFND 2 15,213 0 1,890
Blackstone Mortgage Trust CS 09257w100 2,540 70,847 SH   DFND 2 67,670 0 3,177
Blue Bird Corp CS 095306106 3,115 163,660 SH   DFND 2 163,660 0 0
BMC Stk Holdings Inc CS 05591B109 1,458 55,685 SH   DFND 2 55,685 0 0
BorgWarner Inc CS 099724106 3,533 96,315 SH   DFND 2 83,298 0 13,017
Bristol Myers Squibb Co CS 110122108 5,790 114,171 SH   DFND 2 102,054 0 12,117
Bryn Mawr Bank Corp CS 117665109 4,370 119,681 SH   DFND 2 119,681 0 0
Cadence Bancorp CS 12739A100 3,748 213,695 SH   DFND 2 213,695 0 0
Cal Maine Foods Inc CS 128030202 6,649 166,412 SH   DFND 2 166,412 0 0
Canadian Imperial Bank of Com CS 136069101 3,181 38,531 SH   DFND 2 33,227 0 5,304
Capitol Federal Financial CS 14057J101 5,416 393,038 SH   DFND 2 363,955 0 29,083
Carnival Corp CS 143658300 1,259 28,795 SH   DFND 2 27,351 0 1,444
Carter's Inc CS 146229109 758 8,308 SH   DFND 2 8,047 0 261
Centerpoint Energy Inc CS 15189T107 1,027 34,018 SH   DFND 2 33,074 0 944
Centerstate Bank Corp CS 15201P109 2,178 90,805 SH   DFND 2 90,805 0 0
Chevron Corp CS 166764100 8,084 68,165 SH   DFND 2 61,452 0 6,713
Cinemark Holdings Inc CS 17243V102 808 20,914 SH   DFND 2 20,254 0 660
Cisco Systems Inc CS 17275R102 3,986 80,674 SH   DFND 2 74,439 0 6,235
Clorox Co/The CS 189054109 5,634 37,099 SH   DFND 2 34,167 0 2,932
CME Group Inc CS 12572Q105 271 1,282 SH   DFND 2 1,282 0 0
CMS Energy Corp CS 125896100 907 14,183 SH   DFND 2 13,737 0 446
Cognizant Technology Solutions CS 192446102 3,934 65,277 SH   DFND 2 56,484 0 8,793
Colfax Corp CS 194014106 1,454 50,030 SH   DFND 2 50,030 0 0
Columbia Property Trust Inc CS 198287203 5,942 280,950 SH   DFND 2 280,950 0 0
Commerce Bancshares Inc CS 200525103 910 15,012 SH   DFND 2 14,536 0 476
Commercial Metals Co CS 201723103 2,383 137,095 SH   DFND 2 137,095 0 0
Conagra Brands CS 205887102 907 29,561 SH   DFND 2 28,631 0 930
CorePoint Lodging Inc CS 21872L104 4,184 413,875 SH   DFND 2 413,875 0 0
Cracker Barrel Old Country CS 22410J106 804 4,945 SH   DFND 2 4,790 0 155
Crane Co CS 224399105 923 11,444 SH   DFND 2 11,095 0 349
Crown Castle Intl Corp CS 22822v101 233 1,673 SH   DFND 2 1,673 0 0
CSG Systems International Inc CS 126349109 1,354 26,207 SH   DFND 2 26,207 0 0
CubeSmart CS 229663109 1,987 56,945 SH   DFND 2 53,985 0 2,960
Cummins Inc CS 231021106 2,347 14,431 SH   DFND 2 13,675 0 756
Curtiss Wright Corp CS 231561101 881 6,808 SH   DFND 2 6,594 0 214
CVS Health Corp CS 126650100 6,309 100,038 SH   DFND 2 89,276 0 10,762
Darling Ingredients Inc CS 237266101 2,129 111,300 SH   DFND 2 111,300 0 0
Del Taco Restaurants Inc CS 245496104 1,469 143,710 SH   DFND 2 143,710 0 0
Diamondback Energy Inc CS 25278x109 826 9,186 SH   DFND 2 8,897 0 289
Digital Realty Trust Inc CS 253868103 5,326 41,029 SH   DFND 2 37,991 0 3,038
Dominion Energy Inc CS 25746U109 3,436 42,398 SH   DFND 2 36,890 0 5,508
Domtar Corp CS 257559203 6,033 168,475 SH   DFND 2 168,475 0 0
Duke Energy Corp CS 26441c204 2,622 27,348 SH   DFND 2 24,314 0 3,034
Eastman Chemical Co CS 277432100 1,512 20,477 SH   DFND 2 16,871 0 3,606
Emerson Electric Co CS 291011104 5,231 78,232 SH   DFND 2 68,925 0 9,307
Encompass Health Corp CS 29261A100 5,278 83,400 SH   DFND 2 76,669 0 6,731
Encore Wire Corp CS 292562105 1,452 25,800 SH   DFND 2 25,800 0 0
Enpro Industries Inc CS 29355x107 3,089 44,995 SH   DFND 2 44,995 0 0
EOG Resources Inc CS 26875P101 3,737 50,355 SH   DFND 2 45,607 0 4,748
Equity Commonwealth CS 294628102 5,994 175,015 SH   DFND 2 175,015 0 0
Essex Property Trust Inc CS 297178105 1,371 4,198 SH   DFND 2 4,065 0 133
Exxon Mobil Corp CS 30231G102 9,325 132,060 SH   DFND 2 117,915 0 14,145
F5 Networks Inc CS 315616102 3,667 26,114 SH   DFND 2 23,665 0 2,449
Facebook Inc CS 30303M102 432 2,425 SH   DFND 2 1,389 0 1,036
Fastenal Co CS 311900104 2,624 80,315 SH   DFND 2 76,441 0 3,874
FedEx Corp CS 31428X106 3,772 25,914 SH   DFND 2 22,503 0 3,411
First Financial Bancorp CS 320209109 5,176 211,497 SH   DFND 2 211,497 0 0
First Merchants Corp CS 320817109 3,175 84,375 SH   DFND 2 84,375 0 0
Forward Air Corp CS 349853101 3,925 61,605 SH   DFND 2 61,605 0 0
G-Iii Apparel Group Ltd CS 36237H101 3,095 120,095 SH   DFND 2 120,095 0 0
GCP Applied Technologies Inc CS 36164y101 2,702 140,365 SH   DFND 2 140,365 0 0
General Mills Inc CS 370334104 2,054 37,266 SH   DFND 2 35,301 0 1,965
Genuine Parts Co CS 372460105 3,257 32,705 SH   DFND 2 31,225 0 1,480
Gildan Activewear Inc CS 375916103 875 24,645 SH   DFND 2 23,867 0 778
Globe Life CS 37959e102 6,433 67,180 SH   DFND 2 61,633 0 5,547
Granite Point Mortgage Trust CS 38741L107 4,340 231,580 SH   DFND 2 231,580 0 0
Greenbrier Companies Inc CS 393657101 3,217 106,805 SH   DFND 2 106,805 0 0
Hanover Ins Group Inc CS 410867105 1,107 8,166 SH   DFND 2 7,910 0 256
Healthcare Trust of America In CS 42225P501 1,083 36,876 SH   DFND 2 35,711 0 1,165
Heartland Express Inc CS 422347104 4,920 228,720 SH   DFND 2 228,720 0 0
Hershey Co/The CS 427866108 4,010 25,872 SH   DFND 2 22,427 0 3,445
Highwoods Pptys Inc CS 431284108 1,172 26,088 SH   DFND 2 25,271 0 817
Host Hotels & Resorts Inc CS 44107P104 902 52,186 SH   DFND 2 50,544 0 1,642
Houlihan Lokey Inc CS 441593100 5,250 116,400 SH   DFND 2 116,400 0 0
Hubbell Inc CS 443510607 963 7,332 SH   DFND 2 7,100 0 232
ICU Medical Inc CS 44930G107 3,379 21,170 SH   DFND 2 21,170 0 0
Insight Enterprises Inc CS 45765U103 4,627 83,090 SH   DFND 2 83,090 0 0
Intel Corp CS 458140100 5,760 111,780 SH   DFND 2 98,257 0 13,523
Interdigital Inc CS 45867G101 6,076 115,790 SH   DFND 2 115,790 0 0
International Flavors & Fragra CS 459506101 1,003 8,176 SH   DFND 2 7,919 0 257
International Paper Co CS 460146103 2,874 68,732 SH   DFND 2 65,631 0 3,101
Interpublic Group of Companies CS 460690100 888 41,191 SH   DFND 2 39,892 0 1,299
ITT Inc CS 45073v108 977 15,965 SH   DFND 2 15,462 0 503
JM Smucker Co/The CS 832696405 1,331 12,099 SH   DFND 2 11,718 0 381
Johnson & Johnson CS 478160104 6,662 51,489 SH   DFND 2 45,874 0 5,615
Kansas City Southern CS 485170302 933 7,016 SH   DFND 2 6,797 0 219
KAR Auction Services Inc CS 48238T109 905 36,849 SH   DFND 2 35,690 0 1,159
KeyCorp CS 493267108 6,570 368,277 SH   DFND 2 340,451 0 27,826
Keysight Technologies Inc CS 49338L103 1,183 12,161 SH   DFND 2 11,776 0 385
Kimberly Clark Corp CS 494368103 887 6,243 SH   DFND 2 3,574 0 2,669
Kinder Morgan Inc CS 49456B101 5,084 246,694 SH   DFND 2 227,393 0 19,301
KLA-Tencor Corp CS 482480100 6,083 38,147 SH   DFND 2 35,242 0 2,905
Knoll Inc CS 498904200 3,127 123,345 SH   DFND 2 123,345 0 0
Lamar Advertising Co CS 512816109 215 2,619 SH   DFND 2 2,619 0 0
Lamb Weston Holdings Inc CS 513272104 1,115 15,337 SH   DFND 2 14,858 0 479
Linde Plc CS g5494j103 5,249 27,097 SH   DFND 2 24,603 0 2,494
LKQ Corp CS 501889208 4,482 142,521 SH   DFND 2 123,572 0 18,949
LyondellBasell Industries CS N53745100 1,803 20,154 SH   DFND 2 19,151 0 1,003
M&T Bank Corp CS 55261F104 849 5,376 SH   DFND 2 5,206 0 170
Magellan Health Inc CS 559079207 5,753 92,646 SH   DFND 2 92,646 0 0
Masco Corp CS 574599106 987 23,690 SH   DFND 2 22,943 0 747
McKesson Corp CS 58155Q103 4,360 31,900 SH   DFND 2 27,618 0 4,282
Metlife Inc CS 59156R108 2,644 56,061 SH   DFND 2 48,975 0 7,086
MFA Financial Inc CS 55272X102 6,611 898,265 SH   DFND 2 898,265 0 0
Microsoft Corp CS 594918104 2,972 21,376 SH   DFND 2 19,378 0 1,998
Milacron Holdings Corp CS 59870L106 5,953 357,100 SH   DFND 2 357,100 0 0
Movado Group Inc CS 624580106 1,704 68,550 SH   DFND 2 68,550 0 0
MTS Systems Corp CS 553777103 3,260 58,996 SH   DFND 2 58,996 0 0
National Healthcare Corp CS 635906100 2,970 36,280 SH   DFND 2 36,280 0 0
Noble Energy Inc CS 655044105 790 35,168 SH   DFND 2 34,060 0 1,108
Northern Trust Corp CS 665859104 967 10,366 SH   DFND 2 10,042 0 324
Northwest Bancshares CS 667340103 10,762 656,641 SH   DFND 2 633,090 0 23,551
Northwestern Corp CS 668074305 10,991 146,444 SH   DFND 2 139,127 0 7,317
Nutrien Ltd CS 67077M108 5,176 103,764 SH   DFND 2 91,437 0 12,327
Omnicom Group CS 681919106 3,102 39,614 SH   DFND 2 37,661 0 1,953
Oritani Financial Corp CS 68633D103 3,128 176,780 SH   DFND 2 176,780 0 0
Parker Hannifin Corp CS 701094104 846 4,685 SH   DFND 2 4,538 0 147
Patrick Industries Inc CS 703343103 777 18,114 SH   DFND 2 17,545 0 569
Paychex Inc CS 704326107 3,214 38,831 SH   DFND 2 36,911 0 1,920
Penske Automotive Grp Inc CS 70959W103 4,699 99,380 SH   DFND 2 99,380 0 0
PepsiCo Inc CS 713448108 4,743 34,598 SH   DFND 2 29,830 0 4,768
Pfizer Inc CS 717081103 5,266 146,556 SH   DFND 2 132,410 0 14,146
Philip Morris International CS 718172109 1,936 25,496 SH   DFND 2 24,212 0 1,284
Pinnacle West Capital CS 723484101 901 9,278 SH   DFND 2 8,986 0 292
PNC Financial Services Group CS 693475105 3,852 27,482 SH   DFND 2 23,909 0 3,573
Portland General Electric Co CS 736508847 3,823 67,825 SH   DFND 2 61,463 0 6,362
Primoris Services Corp CS 74164f103 2,172 110,751 SH   DFND 2 110,751 0 0
Principal Financial Group Inc CS 74251V102 2,800 49,010 SH   DFND 2 43,176 0 5,834
ProAssurance Corp CS 74267C106 5,909 146,725 SH   DFND 2 146,725 0 0
Procter & Gamble Co/The CS 742718109 5,665 45,549 SH   DFND 2 42,219 0 3,330
Prudential Financial Inc CS 744320102 2,761 30,691 SH   DFND 2 27,416 0 3,275
Public Storage CS 74460D109 561 2,287 SH   DFND 2 1,298 0 989
Quest Diagnostics Inc CS 74834L100 981 9,161 SH   DFND 2 8,871 0 290
Regal Beloit Corp CS 758750103 8,557 117,458 SH   DFND 2 112,628 0 4,830
Regions Financial Corp CS 7591EP100 971 61,395 SH   DFND 2 59,459 0 1,936
Reinsurance Group Of America CS 759351604 934 5,845 SH   DFND 2 5,659 0 186
Renasant Corp CS 75970e107 4,409 125,932 SH   DFND 2 125,932 0 0
Republic Services Inc CS 760759100 984 11,374 SH   DFND 2 11,019 0 355
Resideo Technologies Inc CS 76118y104 5,382 375,030 SH   DFND 2 375,030 0 0
RPC Inc CS 749660106 4,705 838,685 SH   DFND 2 838,685 0 0
Ryder System Inc CS 783549108 3,755 72,535 SH   DFND 2 72,535 0 0
Sabra Health Care Reit Inc CS 78573L106 3,429 149,345 SH   DFND 2 149,345 0 0
Safety Ins Group Inc CS 78648T100 2,916 28,780 SH   DFND 2 28,780 0 0
Scholastic Corp CS 807066105 4,254 112,660 SH   DFND 2 112,660 0 0
Sealed Air Corp CS 81211K100 905 21,798 SH   DFND 2 21,111 0 687
Silgan Holdings Inc CS 827048109 2,182 72,665 SH   DFND 2 72,665 0 0
Simon Property Group Inc CS 828806109 2,445 15,710 SH   DFND 2 13,409 0 2,301
Snap On Inc CS 833034101 906 5,787 SH   DFND 2 5,605 0 182
Southern Co/The CS 842587107 3,113 50,404 SH   DFND 2 43,543 0 6,861
SRC Energy Inc CS 78470V108 4,551 976,519 SH   DFND 2 976,519 0 0
Stewart Information Services C CS 860372101 1,488 38,365 SH   DFND 2 38,365 0 0
Stryker Corp CS 863667101 3,816 17,643 SH   DFND 2 16,026 0 1,617
Summit Hotel Properties Inc CS 866082100 2,855 246,162 SH   DFND 2 223,635 0 22,527
Supernus Pharmaceuticals Inc CS 868459108 1,440 52,415 SH   DFND 2 52,415 0 0
Synopsys Inc CS 871607107 841 6,125 SH   DFND 2 5,934 0 191
T Rowe Price Group Inc CS 74144T108 2,884 25,239 SH   DFND 2 21,995 0 3,244
Target Corp CS 87612E106 2,330 21,796 SH   DFND 2 18,861 0 2,935
TechnipFMC plc CS g87110105 876 36,291 SH   DFND 2 35,156 0 1,135
Thor Inds Inc CS 885160101 6,251 110,365 SH   DFND 2 110,365 0 0
UMB Financial Corp CS 902788108 7,084 109,687 SH   DFND 2 109,180 0 507
United Parcel Service Inc CS 911312106 3,433 28,652 SH   DFND 2 25,430 0 3,222
Universal Health Services Inc CS 913903100 1,625 10,924 SH   DFND 2 9,459 0 1,465
Unum Group CS 91529Y106 910 30,631 SH   DFND 2 29,538 0 1,093
US Bancorp CS 902973304 5,035 90,982 SH   DFND 2 78,619 0 12,363
US Foods Holding Corp CS 912008109 1,340 32,612 SH   DFND 2 31,584 0 1,028
Valmont Industries Inc CS 920253101 2,921 21,100 SH   DFND 2 21,100 0 0
Valvoline Inc CS 92047W101 3,737 169,650 SH   DFND 2 169,650 0 0
Verizon Communications Inc CS 92343V104 8,021 132,889 SH   DFND 2 119,472 0 13,417
Walt Disney Co/The CS 254687106 2,958 22,697 SH   DFND 2 19,626 0 3,071
Washington Federal CS 938824109 3,518 95,095 SH   DFND 2 95,095 0 0
WEC Energy Group Inc CS 92939U106 6,427 67,586 SH   DFND 2 59,053 0 8,533
Weis Mkts Inc CS 948849104 4,980 130,560 SH   DFND 2 130,560 0 0
Wells Fargo & Company CS 949746101 404 8,005 SH   DFND 2 4,649 0 3,356
Wesco International Inc CS 95082P105 8,250 172,693 SH   DFND 2 167,085 0 5,608
White Mountains Insurance Grou CS G9618E107 3,867 3,581 SH   DFND 2 3,581 0 0
Wiley John & Sons Inc CS 968223206 4,307 98,010 SH   DFND 2 98,010 0 0
WR Berkley Corp CS 084423102 869 12,028 SH   DFND 2 11,653 0 375
Zimmer Biomet Holdings Inc CS 98956P102 1,122 8,172 SH   DFND 2 7,914 0 258
iShares National Muni Bond EF 464288414 2,968 26,014 SH   DFND 2 22,039 0 3,975
Schwab Short term US Treas EF 808524862 8,242 162,911 SH   DFND 2 147,281 0 15,630
SPDR Bloomberg Barclays Invest EF 78468r200 7,189 233,710 SH   DFND 2 209,520 0 24,190
SPDR S&P 500 EF 78462F103 782 2,636 SH   SOLE   2,636 0 0
Vaneck Vectors Short H/Y Muni EF 92189f387 886 35,200 SH   DFND 2 35,200 0 0