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 2,215 12,552 SH   DFND 2 9,860 0 2,692
Aflac Inc CS 001055102 2,410 45,555 SH   DFND 2 37,767 0 7,788
Altria Group Inc CS 02209S103 2,907 58,239 SH   DFND 2 55,157 0 3,082
Amdocs Ltd CS G02602103 1,592 22,055 SH   DFND 2 19,013 0 3,042
Ameren Corp CS 023608102 1,153 15,011 SH   DFND 2 14,558 0 453
American Eagle Outfitters New CS 02553E106 4,058 276,025 SH   DFND 2 276,025 0 0
American National Insurance Co CS 028591105 4,738 40,265 SH   DFND 2 40,265 0 0
Ameriprise Financial Inc CS 03076C106 1,100 6,603 SH   DFND 2 6,403 0 200
Amgen Inc CS 031162100 4,366 18,110 SH   DFND 2 16,678 0 1,432
Andersons Inc CS 034164103 4,730 187,090 SH   DFND 2 187,090 0 0
Anthem Inc CS 036752103 328 1,086 SH   DFND 2 689 0 397
Apergy Corp CS 03755l104 671 19,871 SH   DFND 2 19,232 0 639
Apogee Enterprises Inc CS 037598109 5,788 178,080 SH   DFND 2 178,080 0 0
Aptiv Plc CS g6095L109 1,055 11,113 SH   DFND 2 10,778 0 335
Argan Inc CS 04010e109 6,363 158,515 SH   DFND 2 158,515 0 0
Argo Group International CS g0464b107 5,629 85,615 SH   DFND 2 85,615 0 0
Arrow Electrs Inc CS 042735100 1,165 13,745 SH   DFND 2 13,330 0 415
Astec Industries Inc CS 046224101 3,522 83,850 SH   DFND 2 83,850 0 0
AT&T Inc CS 00206R102 3,498 89,504 SH   DFND 2 80,711 0 8,793
Atmos Energy Corp CS 049560105 1,115 9,968 SH   DFND 2 9,667 0 301
Autozone Inc CS 053332102 2,233 1,874 SH   DFND 2 1,457 0 417
Avista Corp CS 05379B107 4,446 92,460 SH   DFND 2 92,460 0 0
Bank of NY Mellon CS 064058100 2,024 40,208 SH   DFND 2 33,391 0 6,817
BCE Inc CS 05534B760 2,313 49,898 SH   DFND 2 47,287 0 2,611
Berkshire Hathaway Inc Cl B CS 084670702 3,189 14,079 SH   DFND 2 11,086 0 2,993
Berry Petroleum Corp CS 08579X101 3,111 329,910 SH   DFND 2 329,910 0 0
BlackRock Inc CS 09247X101 6,233 12,400 SH   DFND 2 10,712 0 1,688
Blackstone Mortgage Trust CS 09257w100 2,645 71,075 SH   DFND 2 67,939 0 3,136
Blue Bird Corp CS 095306106 4,034 175,985 SH   DFND 2 175,985 0 0
BorgWarner Inc CS 099724106 2,422 55,838 SH   DFND 2 44,119 0 11,719
Bristol Myers Squibb Co CS 110122108 5,488 85,491 SH   DFND 2 74,157 0 11,334
Bryn Mawr Bank Corp CS 117665109 4,915 119,181 SH   DFND 2 119,181 0 0
Cactus Inc - A CS 127203107 3,113 90,715 SH   DFND 2 90,715 0 0
Cadence Bancorp CS 12739A100 4,351 239,990 SH   DFND 2 239,990 0 0
Cal Maine Foods Inc CS 128030202 7,357 172,092 SH   DFND 2 172,092 0 0
Canadian Imperial Bank of Com CS 136069101 3,055 36,713 SH   DFND 2 32,363 0 4,350
Capitol Federal Financial CS 14057J101 4,029 293,479 SH   DFND 2 264,671 0 28,808
Carnival Corp CS 143658300 1,779 35,001 SH   DFND 2 33,013 0 1,988
Carter's Inc CS 146229109 1,104 10,098 SH   DFND 2 9,793 0 305
Chevron Corp CS 166764100 5,722 47,482 SH   DFND 2 41,340 0 6,142
Cisco Systems Inc CS 17275R102 3,956 82,482 SH   DFND 2 74,062 0 8,420
Clorox Co/The CS 189054109 3,935 25,631 SH   DFND 2 22,720 0 2,911
CME Group Inc CS 12572Q105 257 1,282 SH   DFND 2 1,282 0 0
CMS Energy Corp CS 125896100 1,102 17,530 SH   DFND 2 17,001 0 529
Cognizant Technology Solutions CS 192446102 2,316 37,340 SH   DFND 2 29,400 0 7,940
Colfax Corp CS 194014106 2,779 76,395 SH   DFND 2 76,395 0 0
Columbia Property Trust Inc CS 198287203 7,332 350,655 SH   DFND 2 350,655 0 0
Commerce Bancshares Inc CS 200525103 1,073 15,800 SH   DFND 2 15,320 0 480
Conagra Brands CS 205887102 1,267 37,012 SH   DFND 2 35,894 0 1,118
Cooper Tire & Rubber Co CS 216831107 3,935 136,860 SH   DFND 2 136,860 0 0
CorePoint Lodging Inc CS 21872L104 4,404 412,340 SH   DFND 2 412,340 0 0
Cracker Barrel Old Country CS 22410J106 736 4,789 SH   DFND 2 4,640 0 149
Crane Co CS 224399105 991 11,475 SH   DFND 2 11,139 0 336
Crown Castle Intl Corp CS 22822v101 238 1,673 SH   DFND 2 1,673 0 0
CubeSmart CS 229663109 1,781 56,576 SH   DFND 2 53,616 0 2,960
Cummins Inc CS 231021106 2,590 14,470 SH   DFND 2 13,720 0 750
Curtiss Wright Corp CS 231561101 961 6,824 SH   DFND 2 6,618 0 206
CVS Health Corp CS 126650100 5,366 72,226 SH   DFND 2 62,472 0 9,754
Del Taco Restaurants Inc CS 245496104 2,630 332,760 SH   DFND 2 332,760 0 0
Delta Air Lines Inc CS 247361702 3,147 53,806 SH   DFND 2 47,565 0 6,241
Diamondback Energy Inc CS 25278x109 1,012 10,893 SH   DFND 2 10,564 0 329
Digital Realty Trust Inc CS 253868103 3,513 29,338 SH   DFND 2 26,340 0 2,998
Dominion Energy Inc CS 25746U109 3,416 41,243 SH   DFND 2 36,681 0 4,562
Domtar Corp CS 257559203 5,653 147,840 SH   DFND 2 147,840 0 0
Duke Energy Corp CS 26441c204 4,746 52,032 SH   DFND 2 46,008 0 6,024
Eastman Chemical Co CS 277432100 1,562 19,708 SH   DFND 2 16,875 0 2,833
Emerson Electric Co CS 291011104 4,255 55,791 SH   DFND 2 47,522 0 8,269
Encompass Health Corp CS 29261A100 3,584 51,738 SH   DFND 2 45,082 0 6,656
Enpro Industries Inc CS 29355x107 3,740 55,920 SH   DFND 2 55,920 0 0
EOG Resources Inc CS 26875P101 1,733 20,689 SH   DFND 2 17,045 0 3,644
Equity Commonwealth CS 294628102 6,469 197,050 SH   DFND 2 197,050 0 0
Essex Property Trust Inc CS 297178105 1,265 4,206 SH   DFND 2 4,079 0 127
Exxon Mobil Corp CS 30231G102 6,320 90,568 SH   DFND 2 77,689 0 12,879
F5 Networks Inc CS 315616102 1,921 13,759 SH   DFND 2 11,329 0 2,430
Facebook Inc CS 30303M102 446 2,174 SH   DFND 2 1,381 0 793
Fastenal Co CS 311900104 2,947 79,768 SH   DFND 2 75,894 0 3,874
FedEx Corp CS 31428X106 2,158 14,274 SH   DFND 2 11,204 0 3,070
First Financial Bancorp CS 320209109 4,515 177,462 SH   DFND 2 177,462 0 0
First Merchants Corp CS 320817109 3,495 84,025 SH   DFND 2 84,025 0 0
Flexsteel Industries Inc CS 339382103 1,732 86,970 SH   DFND 2 86,970 0 0
Forward Air Corp CS 349853101 3,186 45,550 SH   DFND 2 45,550 0 0
G-Iii Apparel Group Ltd CS 36237H101 4,305 128,520 SH   DFND 2 128,520 0 0
GCP Applied Technologies Inc CS 36164y101 3,174 139,775 SH   DFND 2 139,775 0 0
General Mills Inc CS 370334104 1,992 37,196 SH   DFND 2 35,231 0 1,965
Genuine Parts Co CS 372460105 3,498 32,931 SH   DFND 2 31,467 0 1,464
Gildan Activewear Inc CS 375916103 1,007 34,102 SH   DFND 2 33,071 0 1,031
Globe Life CS 37959e102 4,222 40,116 SH   DFND 2 34,638 0 5,478
Granite Point Mortgage Trust CS 38741L107 4,673 254,265 SH   DFND 2 254,265 0 0
Greenbrier Companies Inc CS 393657101 3,533 108,930 SH   DFND 2 108,930 0 0
Hanover Ins Group Inc CS 410867105 1,119 8,187 SH   DFND 2 7,940 0 247
Healthcare Trust of America In CS 42225P501 1,119 36,958 SH   DFND 2 35,838 0 1,120
Heartland Express Inc CS 422347104 3,522 167,300 SH   DFND 2 167,300 0 0
Hershey Co/The CS 427866108 2,174 14,791 SH   DFND 2 11,684 0 3,107
Highwoods Pptys Inc CS 431284108 1,279 26,155 SH   DFND 2 25,367 0 788
Hillenbrand Inc CS 431571108 4,072 122,238 SH   DFND 2 122,238 0 0
Hooker Furniture Corp CS 439038100 3,258 126,830 SH   DFND 2 126,830 0 0
Host Hotels & Resorts Inc CS 44107P104 970 52,291 SH   DFND 2 50,712 0 1,579
Houlihan Lokey Inc CS 441593100 6,513 133,265 SH   DFND 2 133,265 0 0
Hubbell Inc CS 443510607 1,086 7,350 SH   DFND 2 7,127 0 223
Insight Enterprises Inc CS 45765U103 6,451 91,780 SH   DFND 2 91,780 0 0
Intel Corp CS 458140100 4,063 67,891 SH   DFND 2 57,185 0 10,706
Interdigital Inc CS 45867G101 7,280 133,605 SH   DFND 2 133,605 0 0
International Flavors & Fragra CS 459506101 1,057 8,193 SH   DFND 2 7,945 0 248
International Paper Co CS 460146103 3,188 69,227 SH   DFND 2 66,158 0 3,069
Interpublic Group of Companies CS 460690100 1,107 47,905 SH   DFND 2 46,458 0 1,447
Irobot Corp CS 462726100 1,548 30,570 SH   DFND 2 30,570 0 0
ITT Inc CS 45073v108 1,183 16,003 SH   DFND 2 15,519 0 484
JM Smucker Co/The CS 832696405 1,180 11,331 SH   DFND 2 10,965 0 366
Johnson & Johnson CS 478160104 5,247 35,968 SH   DFND 2 30,863 0 5,105
Kansas City Southern CS 485170302 1,077 7,034 SH   DFND 2 6,822 0 212
KAR Auction Services Inc CS 48238T109 805 36,923 SH   DFND 2 35,808 0 1,115
KeyCorp CS 493267108 5,380 265,817 SH   DFND 2 238,266 0 27,551
Kimberly Clark Corp CS 494368103 5,041 36,645 SH   DFND 2 31,118 0 5,527
Kinder Morgan Inc CS 49456B101 4,342 205,123 SH   DFND 2 184,195 0 20,928
KLA-Tencor Corp CS 482480100 1,463 8,213 SH   DFND 2 8,001 0 212
Knoll Inc CS 498904200 2,274 90,020 SH   DFND 2 90,020 0 0
Korn/Ferry Intl CS 500643200 4,817 113,610 SH   DFND 2 113,610 0 0
Lamar Advertising Co CS 512816109 234 2,619 SH   DFND 2 2,619 0 0
Lamb Weston Holdings Inc CS 513272104 1,323 15,379 SH   DFND 2 14,915 0 464
Linde Plc CS g5494j103 3,066 14,403 SH   DFND 2 11,940 0 2,463
LKQ Corp CS 501889208 2,904 81,350 SH   DFND 2 64,166 0 17,184
LyondellBasell Industries CS N53745100 1,905 20,167 SH   DFND 2 19,172 0 995
M&T Bank Corp CS 55261F104 915 5,388 SH   DFND 2 5,225 0 163
Magnolia Oil & Gas Corp CS 559663109 3,149 250,305 SH   DFND 2 250,305 0 0
Masco Corp CS 574599106 1,140 23,753 SH   DFND 2 23,035 0 718
McKesson Corp CS 58155Q103 2,416 17,469 SH   DFND 2 13,868 0 3,601
Metlife Inc CS 59156R108 2,798 54,893 SH   DFND 2 49,064 0 5,829
MFA Financial Inc CS 55272X102 4,320 564,720 SH   DFND 2 564,720 0 0
Microsoft Corp CS 594918104 1,776 11,261 SH   DFND 2 9,279 0 1,982
Movado Group Inc CS 624580106 3,481 160,120 SH   DFND 2 160,120 0 0
MTS Systems Corp CS 553777103 7,434 154,786 SH   DFND 2 154,786 0 0
National Healthcare Corp CS 635906100 4,037 46,705 SH   DFND 2 46,705 0 0
Noble Energy Inc CS 655044105 1,060 42,675 SH   DFND 2 41,386 0 1,289
Northern Trust Corp CS 665859104 1,355 12,753 SH   DFND 2 12,368 0 385
Northwest Bancshares CS 667340103 7,128 428,646 SH   DFND 2 404,460 0 24,186
Northwestern Corp CS 668074305 8,652 120,722 SH   DFND 2 113,493 0 7,229
Nucor Corp CS 670346105 944 16,781 SH   DFND 2 16,274 0 507
Nutrien Ltd CS 67077M108 3,769 78,667 SH   DFND 2 66,185 0 12,482
Omnicom Group CS 681919106 3,200 39,499 SH   DFND 2 37,554 0 1,945
Parker Hannifin Corp CS 701094104 967 4,696 SH   DFND 2 4,555 0 141
Patrick Industries Inc CS 703343103 952 18,150 SH   DFND 2 17,602 0 548
Paychex Inc CS 704326107 3,288 38,650 SH   DFND 2 36,738 0 1,912
Penske Automotive Grp Inc CS 70959W103 5,283 105,205 SH   DFND 2 105,205 0 0
PepsiCo Inc CS 713448108 2,763 20,214 SH   DFND 2 16,014 0 4,200
Pfizer Inc CS 717081103 4,059 103,594 SH   DFND 2 90,177 0 13,417
Philip Morris International CS 718172109 2,160 25,390 SH   DFND 2 24,106 0 1,284
Pinnacle West Capital CS 723484101 1,119 12,440 SH   DFND 2 12,064 0 376
PJT Partners Inc CS 69343t107 4,772 105,745 SH   DFND 2 105,745 0 0
PNC Financial Services Group CS 693475105 2,493 15,616 SH   DFND 2 12,367 0 3,249
Portland General Electric Co CS 736508847 2,000 35,852 SH   DFND 2 29,554 0 6,298
Primoris Services Corp CS 74164f103 2,769 124,526 SH   DFND 2 124,526 0 0
Principal Financial Group Inc CS 74251V102 2,576 46,832 SH   DFND 2 41,939 0 4,893
ProAssurance Corp CS 74267C106 4,522 125,130 SH   DFND 2 125,130 0 0
Procter & Gamble Co/The CS 742718109 332 2,660 SH   DFND 2 2,660 0 0
Prudential Financial Inc CS 744320102 2,843 30,325 SH   DFND 2 27,536 0 2,789
Public Storage CS 74460D109 431 2,024 SH   DFND 2 1,282 0 742
Quest Diagnostics Inc CS 74834L100 980 9,180 SH   DFND 2 8,902 0 278
Regal Beloit Corp CS 758750103 6,301 73,601 SH   DFND 2 68,835 0 4,766
Regions Financial Corp CS 7591EP100 1,056 61,555 SH   DFND 2 59,693 0 1,862
Reinsurance Group Of America CS 759351604 955 5,857 SH   DFND 2 5,679 0 178
Renasant Corp CS 75970e107 2,857 80,667 SH   DFND 2 80,667 0 0
Republic Services Inc CS 760759100 1,022 11,404 SH   DFND 2 11,061 0 343
Resideo Technologies Inc CS 76118y104 3,189 267,345 SH   DFND 2 267,345 0 0
RPC Inc CS 749660106 4,885 932,185 SH   DFND 2 932,185 0 0
Ruth's Hospitality Group Inc CS 783332109 3,147 144,585 SH   DFND 2 144,585 0 0
Ryder System Inc CS 783549108 3,184 58,620 SH   DFND 2 58,620 0 0
Safety Ins Group Inc CS 78648T100 3,945 42,640 SH   DFND 2 42,640 0 0
Scholastic Corp CS 807066105 2,625 68,260 SH   DFND 2 68,260 0 0
Science Applications Inte CS 808625107 985 11,317 SH   DFND 2 10,977 0 340
Sealed Air Corp CS 81211K100 1,037 26,036 SH   DFND 2 25,250 0 786
Sensient Technologies Corp CS 81725T100 3,983 60,260 SH   DFND 2 60,260 0 0
Silgan Holdings Inc CS 827048109 1,816 58,435 SH   DFND 2 58,435 0 0
Simon Property Group Inc CS 828806109 2,086 14,007 SH   DFND 2 12,117 0 1,890
Snap On Inc CS 833034101 982 5,798 SH   DFND 2 5,623 0 175
Southern Co/The CS 842587107 2,605 40,891 SH   DFND 2 35,682 0 5,209
SRC Energy Inc CS 78470V108 4,759 1,155,214 SH   DFND 2 1,155,214 0 0
Stewart Information Services C CS 860372101 3,929 96,320 SH   DFND 2 96,320 0 0
Stryker Corp CS 863667101 1,980 9,430 SH   DFND 2 7,830 0 1,600
Summit Hotel Properties Inc CS 866082100 1,609 130,401 SH   DFND 2 108,059 0 22,342
Supernus Pharmaceuticals Inc CS 868459108 3,270 137,875 SH   DFND 2 137,875 0 0
T Rowe Price Group Inc CS 74144T108 3,013 24,726 SH   DFND 2 22,014 0 2,712
Target Corp CS 87612E106 897 6,999 SH   DFND 2 5,365 0 1,634
Terex Corp CS 880779103 3,139 105,405 SH   DFND 2 105,405 0 0
Thor Inds Inc CS 885160101 5,849 78,730 SH   DFND 2 78,730 0 0
Truist Financial Corp CS 89832q109 2,380 42,261 SH   DFND 2 35,684 0 6,577
UMB Financial Corp CS 902788108 6,439 93,815 SH   DFND 2 93,325 0 490
United Parcel Service Inc CS 911312106 3,279 28,007 SH   DFND 2 25,280 0 2,727
Universal Health Services Inc CS 913903100 1,527 10,647 SH   DFND 2 9,475 0 1,172
Unum Group CS 91529Y106 837 28,707 SH   DFND 2 27,651 0 1,056
US Bancorp CS 902973304 3,124 52,696 SH   DFND 2 41,692 0 11,004
US Foods Holding Corp CS 912008109 1,370 32,698 SH   DFND 2 31,709 0 989
Valley National Bancorp CS 919794107 3,879 338,743 SH   DFND 2 338,743 0 0
Valmont Industries Inc CS 920253101 3,330 22,235 SH   DFND 2 22,235 0 0
Valvoline Inc CS 92047W101 5,583 260,770 SH   DFND 2 260,770 0 0
Verizon Communications Inc CS 92343V104 5,460 88,926 SH   DFND 2 76,585 0 12,341
Vishay Intertechnology Inc CS 928298108 1,040 48,837 SH   DFND 2 47,368 0 1,469
Walt Disney Co/The CS 254687106 1,886 13,039 SH   DFND 2 10,274 0 2,765
Washington Federal CS 938824109 2,256 61,555 SH   DFND 2 61,555 0 0
WEC Energy Group Inc CS 92939U106 4,633 50,236 SH   DFND 2 42,716 0 7,520
Weis Mkts Inc CS 948849104 5,282 130,461 SH   DFND 2 130,461 0 0
Wells Fargo & Company CS 949746101 380 7,054 SH   DFND 2 4,616 0 2,438
Wesco International Inc CS 95082P105 7,485 126,034 SH   DFND 2 120,459 0 5,575
White Mountains Insurance Grou CS G9618E107 3,148 2,822 SH   DFND 2 2,822 0 0
Wiley John & Sons Inc CS 968223206 4,735 97,595 SH   DFND 2 97,595 0 0
WR Berkley Corp CS 084423102 952 13,772 SH   DFND 2 13,356 0 416
Zimmer Biomet Holdings Inc CS 98956P102 1,226 8,192 SH   DFND 2 7,944 0 248
I Shares Short Term Natinal EF 464288158 464 4,350 SH   DFND 2 4,350 0 0
iShares National Muni Bond EF 464288414 2,475 21,730 SH   DFND 2 18,065 0 3,665
iShares Russell 3000 Value Ind EF 464287663 2,777 44,068 SH   DFND 2 41,924 0 2,144
Schwab Short term US Treas EF 808524862 8,219 162,816 SH   DFND 2 148,272 0 14,544
SPDR Bloomberg Barclays Invest EF 78468r200 7,270 236,576 SH   DFND 2 214,136 0 22,440
SPDR S&P 500 EF 78462F103 852 2,648 SH   SOLE   2,648 0 0
VanEck Vectors Short H/Y Muni EF 92189f387 887 35,200 SH   DFND 2 35,200 0 0