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 ANTWERPEN SHS B38564108 5,205 638,612 SH   SOLE   557,821 0 80,791
GOLAR LNG LTD SHS G9456A100 8,591 1,186,574 SH   SOLE   1,186,574 0 0
TE CONNECTIVITY LTD REG SHS H84989104 1,043 12,795 SH   SOLE   10,395 0 2,400
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 12,202 4,729,475 SH   SOLE   4,345,793 0 383,682
HOEGH LNG PARTNERS LP COM UNIT LTD Y3262R100 2,680 275,389 SH   SOLE   275,389 0 0
TEEKAY TANKERS LTD CL A Y8565N300 345 26,900 SH   SOLE   26,900 0 0
AMERICAN ELEC PWR CO INC COM 025537101 701 8,800 SH   SOLE   300 0 8,500
AMERICAN INTL GROUP INC COM NEW 026874784 709 22,725 SH   SOLE   18,900 0 3,825
ASTRAZENECA PLC SPONSORED ADR 046353108 455 8,600 SH   SOLE   0 0 8,600
ATLANTIC CAP BANCSHARES INC COM 048269203 1,490 122,563 SH   SOLE   122,563 0 0
BP PLC SPONSORED ADR 055622104 2,115 90,693 SH   SOLE   90,693 0 0
BK OF AMERICA CORP COM 060505104 10,573 445,164 SH   SOLE   343,900 0 101,264
BLACK HILLS CORP COM 092113109 2,108 37,200 SH   SOLE   37,200 0 0
CAMPBELL SOUP CO COM 134429109 10,154 204,600 SH   SOLE   174,300 0 30,300
CARTER BK & TR MARTINSVILLE COM 146102108 566 70,078 SH   SOLE   70,078 0 0
CHEVRON CORP NEW COM 166764100 3,194 35,800 SH   SOLE   35,800 0 0
CITIGROUP INC COM NEW 172967424 14,519 284,125 SH   SOLE   218,170 0 65,955
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 21,662 1,282,545 SH   SOLE   1,084,739 0 197,806
CONAGRA BRANDS INC COM 205887102 4,815 136,904 SH   SOLE   106,300 0 30,604
CONMED CORP COM 207410101 1,962 27,251 SH   SOLE   27,251 0 0
CONTINENTAL RES INC COM 212015101 554 31,602 SH   SOLE   31,602 0 0
CROWN CRAFTS INC COM 228309100 376 77,002 SH   SOLE   77,002 0 0
DISNEY WALT CO COM DISNEY 254687106 1,840 16,500 SH   SOLE   12,900 0 3,600
ENERGY FUELS INC COM NEW 292671708 251 166,233 SH   SOLE   166,233 0 0
EZCORP INC CL A NON VTG 302301106 1,865 295,967 SH   SOLE   295,967 0 0
F5 NETWORKS INC COM 315616102 1,325 9,500 SH   SOLE   9,500 0 0
FIRST BANCORP N C COM 318910106 773 30,839 SH   SOLE   30,839 0 0
FIRST HORIZON NATL CORP COM 320517105 5,155 517,574 SH   SOLE   517,574 0 0
FIRSTENERGY CORP COM 337932107 17,496 451,157 SH   SOLE   357,150 0 94,007
GRANITE REAL ESTATE INVT TR UNIT 99/99/9999 387437114 8,642 167,388 SH   SOLE   152,488 0 14,900
HOME DEPOT INC COM 437076102 11,724 46,800 SH   SOLE   36,900 0 9,900
IBERIABANK CORP COM 450828108 6,123 134,457 SH   SOLE   100,007 0 34,450
LAMB WESTON HLDGS INC COM 513272104 1,180 18,462 SH   SOLE   13,666 0 4,796
LENNAR CORP CL B 526057302 828 17,974 SH   SOLE   17,105 0 869
LILLY ELI & CO COM 532457108 16,717 101,822 SH   SOLE   85,000 0 16,822
MICROSOFT CORP COM 594918104 42,386 208,273 SH   SOLE   170,700 0 37,573
NATIONAL FUEL GAS CO N J COM 636180101 759 18,100 SH   SOLE   18,100 0 0
NORTHROP GRUMMAN CORP COM 666807102 17,170 55,848 SH   SOLE   45,000 0 10,848
PFIZER INC COM 717081103 4,993 152,700 SH   SOLE   126,300 0 26,400
PHILIP MORRIS INTL INC COM 718172109 4,680 66,800 SH   SOLE   25,100 0 41,700
PORTLAND GEN ELEC CO COM NEW 736508847 3,096 74,045 SH   SOLE   74,045 0 0
REGIS CORP MINN COM 758932107 915 111,806 SH   SOLE   111,806 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 12,490 382,074 SH   SOLE   368,928 0 13,146
SCIENCE APPLICATIONS INTL CO COM 808625107 9,918 127,681 SH   SOLE   113,236 0 14,445
SEACOR HOLDINGS INC COM 811904101 199 7,017 SH   SOLE   7,017 0 0
TYSON FOODS INC CL A 902494103 5,203 87,135 SH   SOLE   73,835 0 13,300
UFP TECHNOLOGIES INC COM 902673102 438 9,947 SH   SOLE   9,947 0 0
VOYA FINANCIAL INC COM 929089100 107 2,304 SH   SOLE   2,304 0 0
WALMART INC COM 931142103 12,265 102,400 SH   SOLE   77,100 0 25,300
CNO FINL GROUP INC COM 12621E103 20,383 1,309,144 SH   SOLE   1,114,957 0 194,187
AT&T INC COM 00206R102 11,329 374,776 SH   SOLE   282,972 0 91,804
ABBVIE INC COM 00287Y109 1,933 19,692 SH   SOLE   9,871 0 9,821
BRIGHTSPHERE INVT GROUP INC COM 10948W103 428 34,348 SH   SOLE   34,348 0 0
C & F FINL CORP COM 12466Q104 180 5,412 SH   SOLE   5,412 0 0
CSI COMPRESSCO LP COM UNIT 12637A103 544 733,489 SH   SOLE   733,489 0 0
CAPSTAR FINL HLDGS INC COM 14070T102 322 26,812 SH   SOLE   26,812 0 0
CATCHMARK TIMBER TR INC CL A 14912Y202 2,858 322,956 SH   SOLE   322,956 0 0
CONOCOPHILLIPS COM 20825C104 1,391 33,100 SH   SOLE   24,500 0 8,600
DEVON ENERGY CORP NEW COM 25179M103 289 25,500 SH   SOLE   25,500 0 0
ENOVA INTL INC COM 29357K103 1,167 78,492 SH   SOLE   78,492 0 0
ENTERGY CORP NEW COM 29364G103 6,719 71,628 SH   SOLE   59,628 0 12,000
EVERGY INC COM 30034W106 8,387 141,452 SH   SOLE   120,452 0 21,000
EXELON CORP COM 30161N101 7,570 208,600 SH   SOLE   168,800 0 39,800
FIRST CTZNS BANCSHARES INC N CL A 31946M103 3,887 9,598 SH   SOLE   9,598 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 7,183 176,100 SH   SOLE   143,100 0 33,000
GOLDMAN SACHS GROUP INC COM 38141G104 4,110 20,800 SH   SOLE   16,500 0 4,300
HP INC COM 40434L105 1,061 60,893 SH   SOLE   48,993 0 11,900
HANGER INC COM NEW 41043F208 2,533 152,932 SH   SOLE   152,932 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 335 34,400 SH   SOLE   34,400 0 0
HIGHPOINT RES CORP COM 43114K108 250 845,963 SH   SOLE   845,963 0 0
INNOSPEC INC COM 45768S105 6,336 82,016 SH   SOLE   74,116 0 7,900
JPMORGAN CHASE & CO COM 46625H100 11,286 119,990 SH   SOLE   100,400 0 19,590
KBR INC COM 48242W106 52,078 2,309,433 SH   SOLE   2,006,359 0 303,074
MASTERCARD INCORPORATED CL A 57636Q104 12,907 43,650 SH   SOLE   32,850 0 10,800
MERCK & CO. INC COM 58933Y105 8,615 111,400 SH   SOLE   95,900 0 15,500
NELNET INC CL A 64031N108 475 9,955 SH   SOLE   9,955 0 0
NEXTERA ENERGY INC COM 65339F101 576 2,400 SH   SOLE   200 0 2,200
OFFICE PPTYS INCOME TR COM SHS BEN INT 67623C109 1,057 40,699 SH   SOLE   40,699 0 0
ORACLE CORP COM 68389X105 5,140 93,000 SH   SOLE   72,000 0 21,000
RENT A CTR INC NEW COM 76009N100 623 22,400 SH   SOLE   22,400 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 166 8,592 SH   SOLE   8,592 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 1,128 62,300 SH   SOLE   62,300 0 0
TRUIST FINL CORP COM 89832Q109 5,262 140,122 SH   SOLE   110,448 0 29,674
VERIZON COMMUNICATIONS INC COM 92343V104 309 5,600 SH   SOLE   0 0 5,600
VIACOMCBS INC CL B 92556H206 2,220 95,200 SH   SOLE   74,900 0 20,300
VISA INC COM CL A 92826C839 522 2,700 SH   SOLE   100 0 2,600
VIRTUS INVT PARTNERS INC COM 92828Q109 2,183 18,773 SH   SOLE   18,773 0 0