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 3,759 24,095 SH   DFND 2 20,927 0 3,168
Aflac Inc CS 001055102 1,570 43,576 SH   DFND 2 36,015 0 7,561
Allison Transmission Holdings, CS 01973R101 746 20,273 SH   DFND 2 19,644 0 629
Alphabet Inc - A CS 02079k305 518 365 SH   DFND 2 230 0 135
Altra Industrial Motion Corp CS 02208r106 1,728 54,231 SH   DFND 2 54,231 0 0
Altria Group Inc CS 02209S103 2,429 61,889 SH   DFND 2 58,807 0 3,082
Amdocs Ltd CS G02602103 1,911 31,396 SH   DFND 2 27,710 0 3,686
Ameren Corp CS 023608102 1,018 14,466 SH   DFND 2 14,013 0 453
American Eagle Outfitters New CS 02553E106 824 75,561 SH   DFND 2 75,561 0 0
American Equity Investment Lif CS 025676206 3,426 138,635 SH   DFND 2 138,635 0 0
American National Group Inc CS 02772A109 2,614 36,270 SH   DFND 2 36,270 0 0
Ameriprise Financial Inc CS 03076C106 2,519 16,788 SH   DFND 2 16,106 0 682
Amerisourcebergen Corp CS 03073E105 799 7,932 SH   DFND 2 7,684 0 248
Amgen Inc CS 031162100 3,129 13,266 SH   DFND 2 12,066 0 1,200
Anthem Inc CS 036752103 462 1,756 SH   DFND 2 1,127 0 629
Apogee Enterprises Inc CS 037598109 1,784 77,413 SH   DFND 2 77,413 0 0
Apple Hospitality Reit Inc CS 03784Y200 1,784 184,706 SH   DFND 2 184,706 0 0
Aptiv Plc CS g6095L109 834 10,709 SH   DFND 2 10,374 0 335
Argan Inc CS 04010e109 3,381 71,359 SH   DFND 2 71,359 0 0
Arrow Electrs Inc CS 042735100 910 13,244 SH   DFND 2 12,829 0 415
Associated Banc-Corp CS 045487105 2,925 213,806 SH   DFND 2 213,806 0 0
Assurant Inc CS 04621X108 735 7,117 SH   DFND 2 6,894 0 223
AT&T Inc CS 00206R102 2,788 92,233 SH   DFND 2 83,634 0 8,599
Atmos Energy Corp CS 049560105 764 7,675 SH   DFND 2 7,434 0 241
Autoliv Inc CS 052800109 353 5,479 SH   DFND 2 3,476 0 2,003
Autozone Inc CS 053332102 2,040 1,808 SH   DFND 2 1,410 0 398
Avery Dennison Corp CS 053611109 769 6,736 SH   DFND 2 6,525 0 211
Bank of NY Mellon CS 064058100 1,473 38,101 SH   DFND 2 31,588 0 6,513
BCE Inc CS 05534B760 2,306 55,211 SH   DFND 2 52,600 0 2,611
Berkshire Hathaway Inc Cl B CS 084670702 2,403 13,463 SH   DFND 2 10,579 0 2,884
BlackRock Inc CS 09247X101 6,714 12,340 SH   DFND 2 10,704 0 1,636
Blue Bird Corp CS 095306106 1,728 115,299 SH   DFND 2 115,299 0 0
BorgWarner Inc CS 099724106 1,505 42,621 SH   DFND 2 35,255 0 7,366
Brigham Minerals Inc CS 10918L103 1,983 160,541 SH   DFND 2 160,541 0 0
Bristol Myers Squibb Co CS 110122108 4,967 84,465 SH   DFND 2 73,413 0 11,052
Broadridge Finl Solutions Inc CS 11133T103 789 6,255 SH   DFND 2 6,062 0 193
Bryn Mawr Bank Corp CS 117665109 2,014 72,823 SH   DFND 2 72,823 0 0
Cabot Microelectronics Corp CS 12709P103 1,311 9,394 SH   DFND 2 9,394 0 0
Cactus Inc - A CS 127203107 2,702 130,953 SH   DFND 2 130,953 0 0
Callaway Golf Co CS 131193104 1,188 67,841 SH   DFND 2 67,841 0 0
Canadian Imperial Bank of Com CS 136069101 2,010 30,015 SH   DFND 2 28,487 0 1,528
Capitol Federal Financial CS 14057J101 4,514 409,999 SH   DFND 2 382,111 0 27,888
Carter's Inc CS 146229109 1,292 16,010 SH   DFND 2 15,760 0 250
Cathay General Bancorp CS 149150104 2,632 100,067 SH   DFND 2 100,067 0 0
Chevron Corp CS 166764100 4,278 47,949 SH   DFND 2 41,960 0 5,989
Cisco Systems Inc CS 17275R102 5,539 118,769 SH   DFND 2 106,535 0 12,234
Clorox Co/The CS 189054109 4,207 19,177 SH   DFND 2 16,695 0 2,482
CMS Energy Corp CS 125896100 986 16,883 SH   DFND 2 16,354 0 529
CNX Resources Corp CS 12653C108 869 100,456 SH   DFND 2 100,456 0 0
Cognizant Technology Solutions CS 192446102 2,042 35,944 SH   DFND 2 28,340 0 7,604
Commerce Bancshares Inc CS 200525103 738 12,410 SH   DFND 2 12,021 0 389
Commercial Metals Co CS 201723103 3,422 167,732 SH   DFND 2 167,732 0 0
Conagra Brands CS 205887102 942 26,796 SH   DFND 2 25,956 0 840
Cooper Tire & Rubber Co CS 216831107 2,860 103,598 SH   DFND 2 103,598 0 0
Cummins Inc CS 231021106 2,757 15,911 SH   DFND 2 15,161 0 750
CVS Health Corp CS 126650100 4,747 73,067 SH   DFND 2 63,563 0 9,504
Dana Holding Corp CS 235825205 3,233 265,211 SH   DFND 2 265,211 0 0
Delta Air Lines Inc CS 247361702 889 31,682 SH   DFND 2 24,908 0 6,774
DHT Holdings Inc CS y2065g121 1,758 342,681 SH   DFND 2 342,681 0 0
Diamond Hill Investment Grp CS 25264R207 2,173 19,121 SH   DFND 2 19,121 0 0
Diamond S Shipping Inc CS y20676105 1,545 193,418 SH   DFND 2 193,418 0 0
Digital Realty Trust Inc CS 253868103 4,219 29,685 SH   DFND 2 26,746 0 2,939
Dominion Energy Inc CS 25746U109 3,428 42,226 SH   DFND 2 37,787 0 4,439
Donaldson Inc Com CS 257651109 1,974 42,441 SH   DFND 2 40,469 0 1,972
Dover Corp CS 260003108 719 7,449 SH   DFND 2 7,218 0 231
Duke Energy Corp CS 26441c204 4,316 54,024 SH   DFND 2 48,076 0 5,948
Eagle Materials Inc CS 26969p108 725 10,319 SH   DFND 2 9,995 0 324
Eastman Chemical Co CS 277432100 454 6,517 SH   DFND 2 4,177 0 2,340
Emerson Electric Co CS 291011104 3,499 56,404 SH   DFND 2 48,466 0 7,938
Encompass Health Corp CS 29261A100 2,924 47,219 SH   DFND 2 40,885 0 6,334
EOG Resources Inc CS 26875P101 2,851 56,271 SH   DFND 2 50,356 0 5,915
Equity Commonwealth CS 294628102 1,826 56,715 SH   DFND 2 56,715 0 0
Essex Property Trust Inc CS 297178105 2,658 11,597 SH   DFND 2 10,664 0 933
Exxon Mobil Corp CS 30231G102 1,743 38,987 SH   DFND 2 32,125 0 6,862
Facebook Inc CS 30303M102 482 2,123 SH   DFND 2 1,368 0 755
Fastenal Co CS 311900104 2,171 50,684 SH   DFND 2 48,276 0 2,408
FedEx Corp CS 31428X106 1,617 11,528 SH   DFND 2 9,530 0 1,998
First Financial Bancorp CS 320209109 2,072 149,148 SH   DFND 2 149,148 0 0
FMC Corp CS 302491303 874 8,777 SH   DFND 2 8,505 0 272
FNB Corp CS 302520101 2,579 343,907 SH   DFND 2 343,907 0 0
Garmin Ltd CS h2906t109 865 8,870 SH   DFND 2 8,592 0 278
GCP Applied Technologies Inc CS 36164y101 649 34,939 SH   DFND 2 34,939 0 0
General Mills Inc CS 370334104 1,611 26,134 SH   DFND 2 24,916 0 1,218
Genuine Parts Co CS 372460105 3,744 43,055 SH   DFND 2 41,129 0 1,926
Gildan Activewear Inc CS 375916103 478 30,868 SH   DFND 2 29,901 0 967
Globe Life CS 37959e102 3,023 40,730 SH   DFND 2 35,344 0 5,386
Gold Resource Corp CS 38068T105 1,057 257,059 SH   DFND 2 257,059 0 0
HCA Holdings Inc CS 40412C101 488 5,026 SH   DFND 2 3,199 0 1,827
Healthcare Trust of America In CS 42225P501 945 35,619 SH   DFND 2 34,499 0 1,120
Heartland Express Inc CS 422347104 1,580 75,879 SH   DFND 2 75,879 0 0
Herman Miller, Inc. CS 600544100 3,375 142,935 SH   DFND 2 142,935 0 0
Hershey Co/The CS 427866108 1,794 13,840 SH   DFND 2 10,979 0 2,861
Highwoods Pptys Inc CS 431284108 941 25,204 SH   DFND 2 24,416 0 788
Hooker Furniture Corp CS 439038100 1,436 73,848 SH   DFND 2 73,848 0 0
Hostess Brands Inc CS 44109J106 987 80,750 SH   DFND 2 80,750 0 0
Houlihan Lokey Inc CS 441593100 1,281 23,019 SH   DFND 2 23,019 0 0
Hubbell Inc CS 443510607 850 6,780 SH   DFND 2 6,567 0 213
Idacorp Inc CS 451107106 1,380 15,799 SH   DFND 2 15,035 0 764
Insight Enterprises Inc CS 45765U103 2,721 55,295 SH   DFND 2 55,295 0 0
Intel Corp CS 458140100 2,004 33,490 SH   DFND 2 27,323 0 6,167
Interdigital Inc CS 45867G101 2,022 35,702 SH   DFND 2 35,702 0 0
International Flavors & Fragra CS 459506101 967 7,894 SH   DFND 2 7,646 0 248
Intl Fcstone Inc CS 46116V105 2,954 53,713 SH   DFND 2 53,713 0 0
ITT Inc CS 45073v108 906 15,422 SH   DFND 2 14,938 0 484
Jeld-Wen Holding Inc CS 47580P103 2,043 126,845 SH   DFND 2 126,845 0 0
Johnson & Johnson CS 478160104 4,798 34,120 SH   DFND 2 29,795 0 4,325
Johnson Outdoors Inc-A CS 479167108 1,223 13,437 SH   DFND 2 13,437 0 0
JP Morgan Chase & Co CS 46625H100 654 6,953 SH   DFND 2 5,191 0 1,762
Kansas City Southern CS 485170302 827 5,542 SH   DFND 2 5,367 0 175
KeyCorp CS 493267108 1,389 114,055 SH   DFND 2 94,599 0 19,456
Kimberly Clark Corp CS 494368103 4,910 34,736 SH   DFND 2 30,546 0 4,190
Kinder Morgan Inc CS 49456B101 3,616 238,351 SH   DFND 2 210,134 0 28,217
KLA-Tencor Corp CS 482480100 1,309 6,732 SH   DFND 2 6,520 0 212
Knoll Inc CS 498904200 1,348 110,601 SH   DFND 2 110,601 0 0
Korn/Ferry Intl CS 500643200 684 22,264 SH   DFND 2 22,264 0 0
Linde Plc CS g5494j103 2,900 13,670 SH   DFND 2 11,305 0 2,365
Littelfuse Inc CS 537008104 2,452 14,373 SH   DFND 2 14,234 0 139
LKQ Corp CS 501889208 377 14,389 SH   DFND 2 9,164 0 5,225
Lowe's Companies Inc CS 548661107 2,079 15,383 SH   DFND 2 12,758 0 2,625
M&T Bank Corp CS 55261F104 400 3,849 SH   DFND 2 2,450 0 1,399
Magellan Health Inc CS 559079207 1,520 20,826 SH   DFND 2 20,826 0 0
Magnolia Oil & Gas Corp CS 559663109 1,284 211,946 SH   DFND 2 211,946 0 0
Malibu Boats Inc CS 56117J100 1,449 27,899 SH   DFND 2 27,899 0 0
Masco Corp CS 574599106 957 19,060 SH   DFND 2 18,463 0 597
McKesson Corp CS 58155Q103 2,694 17,557 SH   DFND 2 13,869 0 3,688
Methode Electronics Inc CS 591520200 2,809 89,872 SH   DFND 2 89,872 0 0
Metlife Inc CS 59156R108 2,163 59,225 SH   DFND 2 53,543 0 5,682
Microsoft Corp CS 594918104 2,345 11,521 SH   DFND 2 9,629 0 1,892
MSC Industrial Direct CS 553530106 823 11,304 SH   DFND 2 10,950 0 354
MYR Group Inc CS 55405W104 2,742 85,922 SH   DFND 2 85,922 0 0
National Fuel Gas Co CS 636180101 2,755 65,695 SH   DFND 2 62,686 0 3,009
National Healthcare Corp CS 635906100 1,682 26,512 SH   DFND 2 26,512 0 0
Nextera Energy Inc CS 65339F101 276 1,150 SH   DFND 2 1,150 0 0
Northwest Bancshares CS 667340103 3,708 362,686 SH   DFND 2 337,510 0 25,176
Northwestern Corp CS 668074305 1,838 33,705 SH   DFND 2 27,804 0 5,901
Nucor Corp CS 670346105 1,810 43,706 SH   DFND 2 38,544 0 5,162
Nutrien Ltd CS 67077M108 1,319 41,082 SH   DFND 2 33,819 0 7,263
Omnicom Group CS 681919106 3,636 66,592 SH   DFND 2 62,074 0 4,518
Parker Hannifin Corp CS 701094104 326 1,777 SH   DFND 2 1,127 0 650
Paychex Inc CS 704326107 2,889 38,137 SH   DFND 2 36,225 0 1,912
Penske Automotive Grp Inc CS 70959W103 2,857 73,808 SH   DFND 2 73,808 0 0
Pentair Plc CS g7s00t104 828 21,791 SH   DFND 2 21,108 0 683
PepsiCo Inc CS 713448108 4,398 33,249 SH   DFND 2 28,486 0 4,763
Perkinelmer Inc CS 714046109 745 7,597 SH   DFND 2 7,360 0 237
Pfizer Inc CS 717081103 3,424 104,703 SH   DFND 2 91,659 0 13,044
Philip Morris International CS 718172109 1,909 27,254 SH   DFND 2 25,970 0 1,284
Pinnacle West Capital CS 723484101 2,664 36,344 SH   DFND 2 34,746 0 1,598
Pioneer Nat Res Co CS 723787107 1,033 10,572 SH   DFND 2 10,241 0 331
PJT Partners Inc CS 69343t107 2,049 39,909 SH   DFND 2 39,909 0 0
Plexus Corp CS 729132100 2,677 37,935 SH   DFND 2 37,935 0 0
PNC Financial Services Group CS 693475105 3,326 31,614 SH   DFND 2 27,058 0 4,556
Polaris Industries Inc CS 731068102 753 8,138 SH   DFND 2 7,883 0 255
Polyone Corp Com CS 73179P106 2,115 80,620 SH   DFND 2 80,620 0 0
Portland General Electric Co CS 736508847 1,434 34,303 SH   DFND 2 28,247 0 6,056
Principal Financial Group Inc CS 74251V102 2,030 48,864 SH   DFND 2 44,107 0 4,757
Prudential Financial Inc CS 744320102 1,918 31,488 SH   DFND 2 28,701 0 2,787
Public Storage CS 74460D109 2,243 11,691 SH   DFND 2 10,303 0 1,388
Quest Diagnostics Inc CS 74834L100 908 7,972 SH   DFND 2 7,722 0 250
Raymond James Financial Inc CS 754730109 748 10,873 SH   DFND 2 10,532 0 341
Regal Beloit Corp CS 758750103 5,185 59,385 SH   DFND 2 54,750 0 4,635
Regions Financial Corp CS 7591EP100 806 72,512 SH   DFND 2 70,240 0 2,272
Republic Services Inc CS 760759100 847 10,318 SH   DFND 2 9,995 0 323
Reynolds Consumer Products CS 76171L106 762 21,940 SH   DFND 2 21,253 0 687
Safety Ins Group Inc CS 78648T100 1,861 24,399 SH   DFND 2 24,399 0 0
Sanderson Farms Inc CS 800013104 981 8,469 SH   DFND 2 8,469 0 0
Schlumberger Ltd CS 806857108 1,563 85,007 SH   DFND 2 75,402 0 9,605
Science Applications Inte CS 808625107 779 10,028 SH   DFND 2 9,700 0 328
Sonoco Prods Co CS 835495102 2,462 47,091 SH   DFND 2 44,818 0 2,273
Southern Co/The CS 842587107 1,481 28,556 SH   DFND 2 25,163 0 3,393
Stag Industrial Inc CS 85254J102 831 28,354 SH   DFND 2 27,465 0 889
Stanley Black & Decker Inc CS 854502101 2,413 17,310 SH   DFND 2 15,110 0 2,200
Steel Dynamics Inc Com CS 858119100 694 26,604 SH   DFND 2 25,771 0 833
Stewart Information Services C CS 860372101 2,839 87,327 SH   DFND 2 87,327 0 0
Stryker Corp CS 863667101 1,613 8,953 SH   DFND 2 7,401 0 1,552
Summit Hotel Properties Inc CS 866082100 731 123,323 SH   DFND 2 101,620 0 21,703
Synchrony Financial CS 87165b103 616 27,811 SH   DFND 2 26,939 0 872
SYSCO Corp CS 871829107 1,333 24,385 SH   DFND 2 20,286 0 4,099
T Rowe Price Group Inc CS 74144T108 3,293 26,666 SH   DFND 2 24,032 0 2,634
Target Corp CS 87612E106 550 4,587 SH   DFND 2 3,494 0 1,093
Terex Corp CS 880779103 840 44,739 SH   DFND 2 44,739 0 0
Timken Co CS 887389104 2,799 61,528 SH   DFND 2 61,528 0 0
Treehouse Foods Inc CS 89469A104 622 14,202 SH   DFND 2 14,202 0 0
Tri Pointe Group Inc CS 87265H109 3,148 214,277 SH   DFND 2 214,277 0 0
Truist Financial Corp CS 89832q109 1,396 37,178 SH   DFND 2 30,782 0 6,396
Tyson Foods Inc CS 902494103 726 12,153 SH   DFND 2 11,772 0 381
Ulta Beauty Inc CS 90384S303 694 3,412 SH   DFND 2 3,305 0 107
UMB Financial Corp CS 902788108 3,307 64,146 SH   DFND 2 63,613 0 533
United Parcel Service Inc CS 911312106 2,642 23,760 SH   DFND 2 20,949 0 2,811
Universal Health Services Inc CS 913903100 837 9,011 SH   DFND 2 7,917 0 1,094
US Bancorp CS 902973304 3,731 101,343 SH   DFND 2 88,103 0 13,240
Valmont Industries Inc CS 920253101 1,490 13,113 SH   DFND 2 13,113 0 0
Valvoline Inc CS 92047W101 2,141 110,751 SH   DFND 2 110,751 0 0
Verizon Communications Inc CS 92343V104 4,712 85,466 SH   DFND 2 73,537 0 11,929
Vishay Intertechnology Inc CS 928298108 1,831 119,927 SH   DFND 2 119,927 0 0
Walt Disney Co/The CS 254687106 1,403 12,581 SH   DFND 2 9,901 0 2,680
Waterstone Financial Inc CS 94188P101 1,444 97,354 SH   DFND 2 97,354 0 0
WEC Energy Group Inc CS 92939U106 1,555 17,745 SH   DFND 2 14,612 0 3,133
Weis Mkts Inc CS 948849104 1,015 20,244 SH   DFND 2 20,244 0 0
Wesco International Inc CS 95082P105 4,030 114,771 SH   DFND 2 109,331 0 5,440
Western Digital Corp CS 958102105 746 16,898 SH   DFND 2 16,369 0 529
Wiley John & Sons Inc CS 968223206 1,552 39,788 SH   DFND 2 39,788 0 0
Willis Towers Watson CS g96629103 737 3,744 SH   DFND 2 3,627 0 117
Wintrust Financial Corp CS 97650W108 2,468 56,585 SH   DFND 2 56,585 0 0
WR Berkley Corp CS 084423102 760 13,262 SH   DFND 2 12,846 0 416
Zimmer Biomet Holdings Inc CS 98956P102 942 7,894 SH   DFND 2 7,646 0 248
I Shares Short Term Natinal EF 464288158 717 6,650 SH   DFND 2 6,650 0 0
iShares National Muni Bond EF 464288414 2,459 21,305 SH   DFND 2 17,840 0 3,465
Schwab Short term US Treas EF 808524862 8,479 164,233 SH   DFND 2 150,299 0 13,934
SPDR Bloomberg Barclays Invest EF 78468r200 7,413 243,207 SH   DFND 2 221,317 0 21,890
SPDR S&P 500 EF 78462F103 765 2,482 SH   SOLE   2,482 0 0
VanEck Vectors Short H/Y Muni EF 92189f387 838 35,200 SH   DFND 2 35,200 0 0