3M CO COM 88579Y101 2167 13895 SH SOLE 13895 0 0 ABBOTT LABS COM 002824100 1264 13820 SH SOLE 13820 0 0 ABBVIE INC COM 00287Y109 1478 15050 SH SOLE 15050 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 45596 320083 SH SOLE 320083 0 0 ALLY FINL INC COM 02005N100 20446 1031075 SH SOLE 1031075 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 26570 852137 SH SOLE 852137 0 0 AMERISOURCEBERGEN CORP COM 03073E105 44313 439745 SH SOLE 439745 0 0 ANTHEM INC COM 036752103 792 3012 SH SOLE 3012 0 0 APPLE INC COM 037833100 1530 4193 SH SOLE 4193 0 0 AT&T INC COM 00206R102 35813 1184692 SH SOLE 1184692 0 0 BAKER HUGHES COMPANY CL A 05722G100 23747 1543008 SH SOLE 1543008 0 0 BK OF AMERICA CORP COM 060505104 24870 1047175 SH SOLE 1047175 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 1411 23989 SH SOLE 23989 0 0 BRIXMOR PPTY GROUP INC COM 11120U105 18166 1416982 SH SOLE 1416982 0 0 CENTURYLINK INC COM 156700106 25527 2545106 SH SOLE 2545106 0 0 CHEVRON CORP NEW COM 166764100 226 2528 SH SOLE 2528 0 0 CISCO SYS INC COM 17275R102 1030 22074 SH SOLE 22074 0 0 CNH INDL N V SHS N20944109 19318 2747919 SH SOLE 2747919 0 0 CONAGRA BRANDS INC COM 205887102 35364 1005524 SH SOLE 1005524 0 0 CVS HEALTH CORP COM 126650100 42878 659971 SH SOLE 659971 0 0 DXC TECHNOLOGY CO COM 23355L106 15275 925729 SH SOLE 925729 0 0 E TRADE FINANCIAL CORP COM NEW 269246401 35628 716419 SH SOLE 716419 0 0 EMERSON ELEC CO COM 291011104 1117 18005 SH SOLE 18005 0 0 ENERSYS COM 29275Y102 204 3171 SH SOLE 3171 0 0 EQUITABLE HLDGS INC COM 29452E101 37151 1925906 SH SOLE 1925906 0 0 FIRST HORIZON NATL CORP COM 320517105 162 16240 SH SOLE 16240 0 0 GLATFELTER COM 377316104 168 10451 SH SOLE 10451 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 364 8916 SH SOLE 8916 0 0 GP STRATEGIES CORP COM 36225V104 100 11642 SH SOLE 11642 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 38801 321279 SH SOLE 321279 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 517 3611 SH SOLE 3611 0 0 JOHNSON & JOHNSON COM 478160104 2343 16661 SH SOLE 16661 0 0 KROGER CO COM 501044101 40200 1187588 SH SOLE 1187588 0 0 LANDEC CORP COM 514766104 112 14084 SH SOLE 14084 0 0 LILLY ELI & CO COM 532457108 35918 218771 SH SOLE 218771 0 0 LINCOLN NATL CORP IND COM 534187109 20923 568715 SH SOLE 568715 0 0 MERCK & CO. INC COM 58933Y105 35115 454087 SH SOLE 454087 0 0 MICROSOFT CORP COM 594918104 742 3644 SH SOLE 3644 0 0 MURPHY OIL CORP COM 626717102 21501 1558039 SH SOLE 1558039 0 0 NEWELL BRANDS INC COM 651229106 26770 1685749 SH SOLE 1685749 0 0 NOBLE ENERGY INC COM 655044105 19092 2130826 SH SOLE 2130826 0 0 NUCOR CORP COM 670346105 17835 430682 SH SOLE 430682 0 0 ORACLE CORP COM 68389X105 455 8238 SH SOLE 8238 0 0 PEPSICO INC COM 713448108 775 5860 SH SOLE 5860 0 0 PROCTER AND GAMBLE CO COM 742718109 3281 27444 SH SOLE 27444 0 0 QUALCOMM INC COM 747525103 28076 307821 SH SOLE 307821 0 0 QUANTA SVCS INC COM 74762E102 205 5215 SH SOLE 5215 0 0 RELIANCE STEEL & ALUMINUM CO COM 759509102 16033 168893 SH SOLE 168893 0 0 RPT REALTY SH BEN INT 74971D101 126 18150 SH SOLE 18150 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 711 2307 SH SOLE 2307 0 0 STAG INDL INC COM 85254J102 210 7157 SH SOLE 7157 0 0 STANLEY BLACK & DECKER INC COM 854502101 15787 113265 SH SOLE 113265 0 0 SVB FINANCIAL GROUP COM 78486Q101 1310 6076 SH SOLE 6076 0 0 SYSCO CORP COM 871829107 17950 328394 SH SOLE 328394 0 0 TAPESTRY INC COM 876030107 17435 1312884 SH SOLE 1312884 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 860 9229 SH SOLE 9229 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 361 9119 SH SOLE 9119 0 0 VIACOMCBS INC CL B 92556H206 19497 836056 SH SOLE 836056 0 0 WELLS FARGO CO NEW COM 949746101 24989 976152 SH SOLE 976152 0 0