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
EURONAV NV SHS B38564108 55 5,236 SH   SOLE   5,236 0 0
GOLAR LNG LTD SHS G9456A100 39,264 1,584,520 SH   SOLE   1,388,961 0 195,559
TE CONNECTIVITY LTD SHS H84989104 479 3,657 SH   SOLE   3,657 0 0
NXP SEMICONDUCTORS N V COM N6596X109 2 13 SH   SOLE   13 0 0
AT&T INC COM 00206R102 5,066 214,383 SH   SOLE   91,079 0 123,304
ABBVIE INC COM 00287Y109 65 400 SH   SOLE   400 0 0
AMERICAN ELEC PWR CO INC COM 025537101 33 331 SH   SOLE   331 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 6 89 SH   SOLE   89 0 0
BP PLC SPONSORED ADR 055622104 14,939 508,114 SH   SOLE   508,114 0 0
BK OF AMERICA CORP COM 060505104 6,321 153,358 SH   SOLE   90,058 0 63,300
BLACK HILLS CORP COM 092113109 1,073 13,926 SH   SOLE   13,926 0 0
BLOCK H & R INC COM 093671105 1,222 46,917 SH   SOLE   46,917 0 0
BRIGHTHOUSE FINL INC COM 10922N103 6 111 SH   SOLE   111 0 0
C & F FINL CORP COM 12466Q104 960 19,163 SH   SOLE   19,163 0 0
CPI AEROSTRUCTURES INC COM NEW 125919308 622 210,819 SH   SOLE   210,819 0 0
CNO FINL GROUP INC COM 12621E103 9,856 392,829 SH   SOLE   331,694 0 61,135
CSI COMPRESSCO LP COM UNIT 12637A103 917 645,709 SH   SOLE   645,709 0 0
CAPSTAR FINL HLDGS INC COM 14070T102 1,145 54,300 SH   SOLE   54,300 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 2,867 62,500 SH   SOLE   39,900 0 22,600
CARTER BANKSHARES INC COM NEW 146103106 6,999 402,938 SH   SOLE   402,938 0 0
CARTERS INC COM 146229109 18 200 SH   SOLE   200 0 0
CATCHMARK TIMBER TR INC CL A 14912Y202 387 47,193 SH   SOLE   47,193 0 0
CHESAPEAKE ENERGY CORP COM 165167735 5,772 66,340 SH   SOLE   58,540 0 7,800
CHEVRON CORP NEW COM 166764100 7,718 47,400 SH   SOLE   47,400 0 0
CITIGROUP INC COM NEW 172967424 5,408 101,268 SH   SOLE   44,568 0 56,700
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 5,177 329,980 SH   SOLE   329,980 0 0
CONAGRA BRANDS INC COM 205887102 371 11,055 SH   SOLE   11,055 0 0
CONMED CORP COM 207410101 2,157 14,520 SH   SOLE   14,520 0 0
CONOCOPHILLIPS COM 20825C104 8,330 83,300 SH   SOLE   43,300 0 40,000
CONSTELLATION ENERGY CORP COM 21037T109 422 7,510 SH   SOLE   7,510 0 0
CONTINENTAL RES INC COM 212015101 754 12,300 SH   SOLE   12,300 0 0
DEVON ENERGY CORP NEW COM 25179M103 5,665 95,800 SH   SOLE   73,400 0 22,400
DISNEY WALT CO COM 254687106 14 100 SH   SOLE   100 0 0
ENOVA INTL INC COM 29357K103 3,509 92,406 SH   SOLE   92,406 0 0
ENTERGY CORP NEW COM 29364G103 158 1,350 SH   SOLE   1,350 0 0
EVERGY INC COM 30034W106 120 1,758 SH   SOLE   1,758 0 0
EXELON CORP COM 30161N101 1,078 22,636 SH   SOLE   22,636 0 0
FEDEX CORP COM 31428X106 5,304 22,923 SH   SOLE   13,523 0 9,400
F5 INC COM 315616102 401 1,919 SH   SOLE   1,919 0 0
FIRST BANCORP N C COM 318910106 1,281 30,669 SH   SOLE   30,669 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 6,933 10,416 SH   SOLE   9,016 0 1,400
FIRST HORIZON CORPORATION COM 320517105 17,415 741,363 SH   SOLE   543,178 0 198,185
FOSTER L B CO COM 350060109 192 12,495 SH   SOLE   12,495 0 0
GAP INC COM 364760108 3,184 226,116 SH   SOLE   165,316 0 60,800
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 1,559 35,793 SH   SOLE   13,093 0 22,700
GOLDMAN SACHS GROUP INC COM 38141G104 1,589 4,813 SH   SOLE   2,313 0 2,500
GRANITE REAL ESTATE INVT TR UNIT 99/99/9999 387437114 3,630 47,048 SH   SOLE   47,048 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502 2,511 27,954 SH   SOLE   27,954 0 0
HP INC COM 40434L105 487 13,423 SH   SOLE   13,423 0 0
HALLIBURTON CO COM 406216101 2,128 56,200 SH   SOLE   56,200 0 0
HANGER INC COM NEW 41043F208 3,778 206,090 SH   SOLE   206,090 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 278 16,646 SH   SOLE   16,646 0 0
HOME DEPOT INC COM 437076102 2,190 7,317 SH   SOLE   6,717 0 600
INNOSPEC INC COM 45768S105 12,928 139,691 SH   SOLE   124,695 0 14,996
JPMORGAN CHASE & CO COM 46625H100 5,279 38,727 SH   SOLE   26,922 0 11,805
JAKKS PAC INC COM NEW 47012E403 3,835 273,367 SH   SOLE   273,367 0 0
JEFFERIES FINL GROUP INC COM 47233W109 463 14,100 SH   SOLE   10,000 0 4,100
KBR INC COM 48242W106 31,063 567,574 SH   SOLE   508,252 0 59,322
LAMB WESTON HLDGS INC COM 513272104 309 5,166 SH   SOLE   5,166 0 0
LENNAR CORP CL B 526057302 389 5,684 SH   SOLE   5,684 0 0
LILLY ELI & CO COM 532457108 8,373 29,237 SH   SOLE   25,137 0 4,100
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 8,470 563,556 SH   SOLE   470,156 0 93,400
MASTERCARD INCORPORATED CL A 57636Q104 4,261 11,923 SH   SOLE   6,423 0 5,500
MERCER INTL INC COM 588056101 8,718 624,967 SH   SOLE   550,273 0 74,694
MERCK & CO INC COM 58933Y105 2,986 36,393 SH   SOLE   25,593 0 10,800
MICROSOFT CORP COM 594918104 19,438 63,046 SH   SOLE   43,346 0 19,700
MILLER INDS INC TENN COM NEW 600551204 4,183 148,534 SH   SOLE   148,534 0 0
NATIONAL FUEL GAS CO COM 636180101 7,736 112,600 SH   SOLE   91,700 0 20,900
NEXTERA ENERGY INC COM 65339F101 68 800 SH   SOLE   800 0 0
NORTHRIM BANCORP INC COM 666762109 752 17,264 SH   SOLE   17,264 0 0
NORTHROP GRUMMAN CORP COM 666807102 4,340 9,704 SH   SOLE   9,504 0 200
OCEANEERING INTL INC COM 675232102 1,358 89,600 SH   SOLE   89,600 0 0
OFFICE PPTYS INCOME TR COM SHS BEN INT 67623C109 504 19,572 SH   SOLE   19,572 0 0
ORACLE CORP COM 68389X105 79 957 SH   SOLE   957 0 0
PFIZER INC COM 717081103 3,677 71,028 SH   SOLE   37,028 0 34,000
PHILIP MORRIS INTL INC COM 718172109 3,599 38,312 SH   SOLE   15,912 0 22,400
PORTLAND GEN ELEC CO COM NEW 736508847 2,541 46,068 SH   SOLE   46,068 0 0
PRUDENTIAL FINL INC COM 744320102 319 2,700 SH   SOLE   2,700 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 3,322 149,217 SH   SOLE   111,417 0 37,800
RENT A CTR INC NEW COM 76009N100 8,039 319,129 SH   SOLE   240,784 0 78,345
SHELL PLC SPON ADS 780259305 17,226 313,595 SH   SOLE   313,595 0 0
SK TELECOM LTD SPONSORED ADR 78440P306 5 208 SH   SOLE   208 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 6,056 65,710 SH   SOLE   55,855 0 9,855
SELECT MED HLDGS CORP COM 81619Q105 3,651 152,184 SH   SOLE   132,684 0 19,500
SOUTHSTATE CORPORATION COM 840441109 3,129 38,353 SH   SOLE   38,353 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 935 34,341 SH   SOLE   34,341 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 1,608 18,701 SH   SOLE   18,701 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 9,239 2,247,925 SH   SOLE   2,247,925 0 0
TILLYS INC CL A 886885102 887 94,775 SH   SOLE   94,775 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 3 52 SH   SOLE   52 0 0
TRUIST FINL CORP COM 89832Q109 3,770 66,490 SH   SOLE   46,738 0 19,752
TYSON FOODS INC CL A 902494103 2,180 24,321 SH   SOLE   20,821 0 3,500
UFP TECHNOLOGIES INC COM 902673102 178 2,688 SH   SOLE   2,688 0 0
UNITED RENTALS INC COM 911363109 822 2,314 SH   SOLE   914 0 1,400
VERISIGN INC COM 92343E102 2,319 10,424 SH   SOLE   6,924 0 3,500
PARAMOUNT GLOBAL CLASS B COM 92556H206 1,982 52,427 SH   SOLE   34,427 0 18,000
VISA INC COM CL A 92826C839 488 2,200 SH   SOLE   100 0 2,100
VIRTUS INVT PARTNERS INC COM 92828Q109 4,841 20,170 SH   SOLE   20,170 0 0
VMWARE INC CL A COM 928563402 285 2,500 SH   SOLE   0 0 2,500
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 5 324 SH   SOLE   324 0 0
VOYA FINANCIAL INC COM 929089100 87 1,310 SH   SOLE   1,310 0 0
W & T OFFSHORE INC COM 92922P106 2,963 775,526 SH   SOLE   775,526 0 0
WALMART INC COM 931142103 793 5,327 SH   SOLE   2,927 0 2,400
XPERI HOLDING CORP COM 98390M103 692 39,944 SH   SOLE   39,944 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 1,049 52,022 SH   SOLE   34,622 0 17,400