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 2,444 276,735 SH   SOLE   245,944 0 30,791
GOLAR LNG LTD SHS G9456A100 8,491 1,402,317 SH   SOLE   1,207,317 0 195,000
TE CONNECTIVITY LTD REG SHS H84989104 625 6,395 SH   SOLE   6,395 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 7,868 3,875,804 SH   SOLE   3,496,722 0 379,082
HOEGH LNG PARTNERS LP COM UNIT LTD Y3262R100 1,955 184,215 SH   SOLE   184,215 0 0
TEEKAY TANKERS LTD CL A Y8565N300 292 26,900 SH   SOLE   26,900 0 0
AT&T INC COM 00206R102 3,360 117,856 SH   SOLE   36,052 0 81,804
ABBVIE INC COM 00287Y109 1,065 12,159 SH   SOLE   2,338 0 9,821
AMERICAN ELEC PWR CO INC COM 025537101 2,011 24,600 SH   SOLE   7,400 0 17,200
AMERICAN INTL GROUP INC COM NEW 026874784 78 2,825 SH   SOLE   2,000 0 825
ASTRAZENECA PLC SPONSORED ADR 046353108 471 8,600 SH   SOLE   0 0 8,600
ATLANTIC CAP BANCSHARES INC COM 048269203 1,483 130,677 SH   SOLE   130,677 0 0
BP PLC SPONSORED ADR 055622104 1,980 113,400 SH   SOLE   113,400 0 0
BK OF AMERICA CORP COM 060505104 4,268 177,164 SH   SOLE   87,200 0 89,964
BLACK HILLS CORP COM 092113109 2,685 50,200 SH   SOLE   50,200 0 0
BRIGHTSPHERE INVT GROUP INC COM 10948W103 443 34,348 SH   SOLE   34,348 0 0
C & F FINL CORP COM 12466Q104 206 6,942 SH   SOLE   6,942 0 0
CNO FINL GROUP INC COM 12621E103 11,680 728,178 SH   SOLE   550,891 0 177,287
CSI COMPRESSCO LP COM UNIT 12637A103 875 993,927 SH   SOLE   993,927 0 0
CAMPBELL SOUP CO COM 134429109 3,410 70,500 SH   SOLE   45,000 0 25,500
CAPSTAR FINL HLDGS INC COM 14070T102 416 42,412 SH   SOLE   42,412 0 0
CARTER BK & TR MARTINSVILLE COM 146102108 1,519 228,370 SH   SOLE   228,370 0 0
CATCHMARK TIMBER TR INC CL A 14912Y202 2,669 298,882 SH   SOLE   298,882 0 0
CHEVRON CORP NEW COM 166764100 2,160 30,000 SH   SOLE   30,000 0 0
CITIGROUP INC COM NEW 172967424 4,688 108,745 SH   SOLE   42,390 0 66,355
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 11,997 856,895 SH   SOLE   663,798 0 193,097
CONAGRA BRANDS INC COM 205887102 1,779 49,804 SH   SOLE   27,600 0 22,204
CONMED CORP COM 207410101 2,144 27,251 SH   SOLE   27,251 0 0
CONOCOPHILLIPS COM 20825C104 979 29,800 SH   SOLE   27,000 0 2,800
CONTINENTAL RES INC COM 212015101 376 30,602 SH   SOLE   30,602 0 0
CROWN CRAFTS INC COM 228309100 770 136,264 SH   SOLE   136,264 0 0
DEVON ENERGY CORP NEW COM 25179M103 241 25,500 SH   SOLE   25,500 0 0
DISNEY WALT CO COM DISNEY 254687106 472 3,800 SH   SOLE   1,000 0 2,800
ENOVA INTL INC COM 29357K103 1,332 81,292 SH   SOLE   81,292 0 0
ENTERGY CORP NEW COM 29364G103 6,680 67,800 SH   SOLE   46,800 0 21,000
EVERGY INC COM 30034W106 3,982 78,352 SH   SOLE   58,252 0 20,100
EXELON CORP COM 30161N101 2,525 70,600 SH   SOLE   47,800 0 22,800
F5 NETWORKS INC COM 315616102 1,449 11,800 SH   SOLE   11,800 0 0
FIRST BANCORP N C COM 318910106 802 38,339 SH   SOLE   38,339 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 3,526 11,060 SH   SOLE   11,060 0 0
FIRST HORIZON NATL CORP COM 320517105 8,919 945,769 SH   SOLE   721,590 0 224,179
GAP INC COM 364760108 1,543 90,600 SH   SOLE   82,600 0 8,000
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 1,637 43,500 SH   SOLE   16,700 0 26,800
GOLDMAN SACHS GROUP INC COM 38141G104 1,005 5,000 SH   SOLE   2,000 0 3,000
GRANITE REAL ESTATE INVT TR UNIT 99/99/9999 387437114 6,410 110,188 SH   SOLE   97,988 0 12,200
HP INC COM 40434L105 686 36,100 SH   SOLE   24,200 0 11,900
HANGER INC COM NEW 41043F208 2,419 152,932 SH   SOLE   152,932 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 280 29,900 SH   SOLE   29,900 0 0
HIGHPOINT RES CORP COM 43114K108 195 845,963 SH   SOLE   845,963 0 0
HOME DEPOT INC COM 437076102 6,110 22,000 SH   SOLE   13,600 0 8,400
INNOSPEC INC COM 45768S105 2,778 43,870 SH   SOLE   38,574 0 5,296
JPMORGAN CHASE & CO COM 46625H100 5,756 59,790 SH   SOLE   42,300 0 17,490
KBR INC COM 48242W106 32,209 1,440,495 SH   SOLE   1,169,995 0 270,500
LAMB WESTON HLDGS INC COM 513272104 1,157 17,462 SH   SOLE   13,666 0 3,796
LENNAR CORP CL B 526057302 739 11,261 SH   SOLE   11,261 0 0
LILLY ELI & CO COM 532457108 8,529 57,622 SH   SOLE   44,800 0 12,822
MASTERCARD INCORPORATED CL A 57636Q104 5,766 17,050 SH   SOLE   8,750 0 8,300
MERCK & CO. INC COM 58933Y105 4,338 52,300 SH   SOLE   41,000 0 11,300
MICROSOFT CORP COM 594918104 20,922 99,473 SH   SOLE   67,900 0 31,573
MILLER INDS INC TENN COM NEW 600551204 28 922 SH   SOLE   922 0 0
NATIONAL FUEL GAS CO N J COM 636180101 735 18,100 SH   SOLE   18,100 0 0
NEXTERA ENERGY INC COM 65339F101 250 900 SH   SOLE   200 0 700
NORTHROP GRUMMAN CORP COM 666807102 9,038 28,648 SH   SOLE   19,600 0 9,048
OFFICE PPTYS INCOME TR COM SHS BEN INT 67623C109 781 37,699 SH   SOLE   37,699 0 0
ORACLE CORP COM 68389X105 54 900 SH   SOLE   900 0 0
PFIZER INC COM 717081103 2,022 55,100 SH   SOLE   34,700 0 20,400
PHILIP MORRIS INTL INC COM 718172109 4,559 60,800 SH   SOLE   24,100 0 36,700
PORTLAND GEN ELEC CO COM NEW 736508847 5,306 149,472 SH   SOLE   135,872 0 13,600
REGIS CORP MINN COM 758932107 686 111,806 SH   SOLE   111,806 0 0
RENT A CTR INC NEW COM 76009N100 1,761 58,900 SH   SOLE   58,900 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 6,528 259,374 SH   SOLE   243,828 0 15,546
SCIENCE APPLICATIONS INTL CO COM 808625107 5,614 71,590 SH   SOLE   56,645 0 14,945
SEACOR HOLDINGS INC COM 811904101 204 7,017 SH   SOLE   7,017 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 113 4,592 SH   SOLE   4,592 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 1,404 57,300 SH   SOLE   57,300 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 668 1,307,969 SH   SOLE   1,307,969 0 0
TRUIST FINL CORP COM 89832Q109 2,069 54,363 SH   SOLE   33,189 0 21,174
TYSON FOODS INC CL A 902494103 2,796 47,000 SH   SOLE   36,200 0 10,800
UFP TECHNOLOGIES INC COM 902673102 245 5,927 SH   SOLE   5,927 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 214 3,600 SH   SOLE   0 0 3,600
VIACOMCBS INC CL B 92556H206 1,078 38,500 SH   SOLE   26,500 0 12,000
VISA INC COM CL A 92826C839 540 2,700 SH   SOLE   100 0 2,600
VIRTUS INVT PARTNERS INC COM 92828Q109 2,742 19,773 SH   SOLE   19,773 0 0
VOYA FINANCIAL INC COM 929089100 110 2,304 SH   SOLE   2,304 0 0
WALMART INC COM 931142103 4,015 28,700 SH   SOLE   8,400 0 20,300