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
ABBVIE INC COM 00287y109 8,295 114,067 SH   SOLE   100,477 0 13,590
ABM INDS INC COM 000957100 267 6,685 SH   SOLE   5,361 0 1,324
AMGEN INC COM 031162100 4,185 22,708 SH   SOLE   20,083 0 2,625
APOGEE ENTERPRISES INC COM 037598109 295 6,785 SH   SOLE   5,344 0 1,441
APPLIED MATLS INC COM 038222105 1,695 37,732 SH   SOLE   33,883 0 3,849
APTIV PLC SHS g6095l109 1,638 20,268 SH   SOLE   17,992 0 2,276
ARCHER DANIELS MIDLAND CO COM 039483102 5,805 142,282 SH   SOLE   125,365 0 16,917
AT&T INC COM 00206r102 7,265 216,787 SH   SOLE   190,367 0 26,420
BANK AMER CORP COM 060505104 3,962 136,631 SH   SOLE   124,114 0 12,517
BANK OZK COM 06417n103 250 8,304 SH   SOLE   6,310 0 1,994
BLACKROCK INC COM 09247x101 6,366 13,565 SH   SOLE   11,952 0 1,613
BP PLC SPONSORED ADR 055622104 6,932 166,246 SH   SOLE   146,723 0 19,523
BRUNSWICK CORP COM 117043109 252 5,486 SH   SOLE   4,422 0 1,064
CAMBREX CORP COM 132011107 226 4,826 SH   SOLE   3,648 0 1,178
CARNIVAL CORP UNIT 99/99/9999 143658300 3,447 74,039 SH   SOLE   64,902 0 9,137
CATHAY GEN BANCORP COM 149150104 575 16,000 SH   SOLE   16,000 0 0
CBS CORP NEW CL B 124857202 3,551 71,161 SH   SOLE   64,745 0 6,416
CENTRAL GARDEN & PET CO COM 153527106 250 9,281 SH   SOLE   7,012 0 2,269
CISCO SYS INC COM 17275r102 4,019 73,437 SH   SOLE   64,455 0 8,982
CITIGROUP INC COM NEW 172967424 3,991 56,984 SH   SOLE   51,805 0 5,179
CITIZENS FINL GROUP INC COM 174610105 5,703 161,294 SH   SOLE   142,384 0 18,910
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,603 25,294 SH   SOLE   22,349 0 2,945
COMCAST CORP NEW CL A 20030n101 2,387 56,450 SH   SOLE   50,036 0 6,414
CONNECTONE BANCORP INC NEW COM 20786w107 346 15,290 SH   SOLE   12,220 0 3,070
CVS HEALTH CORP COM 126650100 7,287 133,728 SH   SOLE   118,399 0 15,329
DOW INC COM 260557103 3,707 75,178 SH   SOLE   66,095 0 9,083
DUPONT DE NEMOURS INC COM 26614n102 1,714 22,836 SH   SOLE   19,978 0 2,858
EAST WEST BANCORP INC COM 27579r104 257 5,485 SH   SOLE   4,402 0 1,083
EATON CORP PLC SHS G29183103 4,259 51,136 SH   SOLE   45,080 0 6,056
ENERSYS COM 29275y102 270 3,941 SH   SOLE   3,208 0 733
FEDEX CORP COM 31428x106 4,036 24,581 SH   SOLE   22,346 0 2,235
FIRST HORIZON NATL CORP COM 320517105 179 12,009 SH   SOLE   8,989 0 3,020
GENERAL DYNAMICS CORP COM 369550108 3,182 17,501 SH   SOLE   15,965 0 1,536
GENERAL ELECTRIC CO COM 369604103 704 67,060 SH   SOLE   63,215 0 3,845
GENERAL MTRS CO COM 37045v100 4,129 107,155 SH   SOLE   94,603 0 12,552
GILEAD SCIENCES INC COM 375558103 6,202 91,807 SH   SOLE   81,210 0 10,597
GLOBUS MED INC CL A 379577208 275 6,490 SH   SOLE   4,905 0 1,585
GOLDMAN SACHS GROUP INC COM 38141g104 1,620 7,919 SH   SOLE   7,030 0 889
GRANITE CONSTR INC COM 387328107 326 6,762 SH   SOLE   5,450 0 1,312
HANESBRANDS INC COM 410345102 189 10,999 SH   SOLE   8,868 0 2,131
HERITAGE COMMERCE CORP COM 426927109 259 21,153 SH   SOLE   16,998 0 4,155
HOSPITALITY PPTYS TR COM SH BEN INT 44106m102 2,718 108,709 SH   SOLE   92,490 0 16,219
HUBBELL INC COM 443510607 226 1,730 SH   SOLE   1,305 0 425
HUNTINGTON BANCSHARES INC COM 446150104 5,857 423,840 SH   SOLE   373,033 0 50,807
INTEGER HLDGS CORP COM 45826h109 243 2,893 SH   SOLE   2,185 0 708
INTERPUBLIC GROUP COS INC COM 460690100 6,495 287,513 SH   SOLE   253,765 0 33,748
INTL PAPER CO COM 460146103 5,587 128,977 SH   SOLE   113,775 0 15,202
INVESCO EXCHNG TRADED FD TR VAR RATE PFD 46138g870 825 33,080 SH   SOLE   32,395 0 685
INVESCO LTD SHS g491bt108 6,557 320,469 SH   SOLE   282,343 0 38,126
ISHARES TR IBOXX INV CP ETF 464287242 1,037 8,337 SH   SOLE   7,834 0 503
ISHARES TR PFD AND INCM SEC 464288687 5,605 152,107 SH   SOLE   132,316 0 19,791
KELLY SVCS INC CL A 488152208 296 11,304 SH   SOLE   9,145 0 2,159
KEMET CORP COM NEW 488360207 223 11,837 SH   SOLE   8,958 0 2,879
KRAFT HEINZ CO COM 500754106 2,837 91,406 SH   SOLE   80,647 0 10,759
KROGER CO COM 501044101 6,501 299,449 SH   SOLE   266,400 0 33,049
LANDEC CORP COM 514766104 180 19,196 SH   SOLE   14,789 0 4,407
METHODE ELECTRS INC COM 591520200 217 7,609 SH   SOLE   5,792 0 1,817
METLIFE INC COM 59156R108 5,632 113,397 SH   SOLE   99,638 0 13,759
MICROSOFT CORP COM 594918104 5,671 42,336 SH   SOLE   37,291 0 5,045
MKS INSTRUMENT INC COM 55306n104 265 3,403 SH   SOLE   2,678 0 725
MOLSON COORS BREWING CO CL B 60871r209 6,844 122,209 SH   SOLE   107,705 0 14,504
MYLAN N V SHS EURO n59465109 1,546 81,206 SH   SOLE   71,933 0 9,273
NORWEGIAN CRUISE LINE HLDG L SHS g66721104 1,879 35,042 SH   SOLE   31,053 0 3,989
NUCOR CORP COM 670346105 5,569 101,072 SH   SOLE   89,207 0 11,865
NXP SEMICONDUCTORS N V COM n6596x109 1,913 19,599 SH   SOLE   17,358 0 2,241
OCCIDENTAL PETE CORP COM 674599105 5,877 116,878 SH   SOLE   103,260 0 13,618
OWENS CORNING NEW COM 690742101 315 5,420 SH   SOLE   4,341 0 1,079
PACWEST BANCORP DEL COM 695263103 281 7,229 SH   SOLE   5,737 0 1,492
PENTAIR PLC SHS g7s00t104 2,891 77,707 SH   SOLE   70,525 0 7,182
PHOTRONICS INC COM 719405102 201 24,530 SH   SOLE   18,543 0 5,987
PIMCO ETF TR ENHAN SHRT MA AC 72201r833 5,601 55,048 SH   SOLE   48,385 0 6,663
PREFERRED BK LOS ANGELES CA COM NEW 740367404 292 6,174 SH   SOLE   4,956 0 1,218
PRINCIPAL FINL GROUP INC COM 74251V102 5,010 86,494 SH   SOLE   75,531 0 10,963
PRUDENTIAL FINL INC COM 744320102 8,620 85,346 SH   SOLE   75,352 0 9,994
QUANTA SVCS INC COM 74762e102 261 6,836 SH   SOLE   5,490 0 1,346
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 277 3,944 SH   SOLE   3,944 0 0
SERVICE CORP INTL COM 817565104 464 9,924 SH   SOLE   7,995 0 1,929
SKYWORKS SOLUTIONS INC COM 83088m102 3,102 40,149 SH   SOLE   36,437 0 3,712
SNAP ON INC COM 833034101 1,872 11,301 SH   SOLE   9,998 0 1,303
SOUTHWEST AIRLS CO COM 844741108 1,680 33,077 SH   SOLE   29,278 0 3,799
SPDR S&P 500 ETF TR TR UNIT 78462f103 1,416 4,833 SH   SOLE   4,575 0 258
SPDR SERIES TRUST BLOOMBERG BRCLYS 78468r622 4,905 45,023 SH   SOLE   38,566 0 6,457
SPDR SERIES TRUST SPDR BLOOMBERG 78468r663 14,148 154,440 SH   SOLE   132,933 0 21,507
STERLING BANCORP DEL COM 85917a100 291 13,661 SH   SOLE   10,817 0 2,844
SYKES ENTERPRISES INC COM 871237103 275 10,031 SH   SOLE   7,788 0 2,243
TARGET CORP COM 87612e106 6,887 79,516 SH   SOLE   70,187 0 9,329
THOR INDS INC COM 885160101 227 3,879 SH   SOLE   3,092 0 787
TIMKEN CO COM 887389104 246 4,791 SH   SOLE   3,640 0 1,151
TYSON FOODS INC CL A 902494103 3,377 41,825 SH   SOLE   37,884 0 3,941
ULTRA CLEAN HLDGS INC COM 90385v107 233 16,768 SH   SOLE   12,604 0 4,164
UNITED PARCEL SERVICE INC CL B 911312106 4,047 39,189 SH   SOLE   33,365 0 5,824
UNITEDHEALTH GROUP INC COM 91324p102 3,377 13,839 SH   SOLE   12,607 0 1,232
US BANCORP DEL COM NEW 902973304 4,188 79,930 SH   SOLE   70,402 0 9,528
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206c870 1,595 17,754 SH   SOLE   15,746 0 2,008
VISHAY INTERTECHNOLOGY INC COM 928298108 224 13,532 SH   SOLE   10,236 0 3,296
WELLS FARGO CO NEW COM 949746101 6,805 143,799 SH   SOLE   127,074 0 16,725
WESTROCK CO COM 96145d105 260 7,119 SH   SOLE   5,719 0 1,400
ZIMMER BIOMET HLDGS INC COM 98956p102 1,897 16,112 SH   SOLE   14,256 0 1,856