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 144 16,182 SH   SOLE   16,182 0 0
GOLAR LNG LTD SHS G9456A100 20,878 1,685,058 SH   SOLE   1,505,499 0 179,559
TE CONNECTIVITY LTD SHS H84989104 590 3,657 SH   SOLE   3,657 0 0
NXP SEMICONDUCTORS N V COM N6596X109 3 13 SH   SOLE   13 0 0
AT&T INC COM 00206R102 5,219 212,172 SH   SOLE   88,868 0 123,304
ABBVIE INC COM 00287Y109 54 400 SH   SOLE   400 0 0
AMERICAN ELEC PWR CO INC COM 025537101 483 5,431 SH   SOLE   2,431 0 3,000
ASTRAZENECA PLC SPONSORED ADR 046353108 5 89 SH   SOLE   89 0 0
ATLANTIC CAP BANCSHARES INC COM 048269203 4,065 141,288 SH   SOLE   141,288 0 0
BP PLC SPONSORED ADR 055622104 9,822 368,829 SH   SOLE   368,829 0 0
BK OF AMERICA CORP COM 060505104 6,814 153,148 SH   SOLE   89,848 0 63,300
BLACK HILLS CORP COM 092113109 983 13,926 SH   SOLE   13,926 0 0
BLOCK H & R INC COM 093671105 1,079 45,817 SH   SOLE   45,817 0 0
BRIGHTHOUSE FINL INC COM 10922N103 6 111 SH   SOLE   111 0 0
C & F FINL CORP COM 12466Q104 962 18,793 SH   SOLE   18,793 0 0
CPI AEROSTRUCTURES INC COM NEW 125919308 658 241,025 SH   SOLE   241,025 0 0
CNO FINL GROUP INC COM 12621E103 9,058 379,929 SH   SOLE   321,794 0 58,135
CSI COMPRESSCO LP COM UNIT 12637A103 729 612,370 SH   SOLE   612,370 0 0
CAPSTAR FINL HLDGS INC COM 14070T102 1,142 54,300 SH   SOLE   54,300 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 4,377 80,700 SH   SOLE   60,100 0 20,600
CARTER BANKSHARES INC COM NEW 146103106 5,864 381,052 SH   SOLE   381,052 0 0
CARTERS INC COM 146229109 567 5,605 SH   SOLE   4,605 0 1,000
CATCHMARK TIMBER TR INC CL A 14912Y202 843 96,834 SH   SOLE   96,834 0 0
CHESAPEAKE ENERGY CORP COM 165167735 5,301 82,160 SH   SOLE   71,760 0 10,400
CHEVRON CORP NEW COM 166764100 7,675 65,400 SH   SOLE   65,400 0 0
CITIGROUP INC COM NEW 172967424 7,394 122,443 SH   SOLE   65,743 0 56,700
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 10,865 458,643 SH   SOLE   406,959 0 51,684
CONAGRA BRANDS INC COM 205887102 378 11,055 SH   SOLE   11,055 0 0
CONMED CORP COM 207410101 2,058 14,520 SH   SOLE   14,520 0 0
CONOCOPHILLIPS COM 20825C104 4,562 63,200 SH   SOLE   33,200 0 30,000
CONTINENTAL RES INC COM 212015101 631 14,100 SH   SOLE   14,100 0 0
COSTAR GROUP INC COM 22160N109 1,004 12,700 SH   SOLE   3,700 0 9,000
DEVON ENERGY CORP NEW COM 25179M103 1,524 34,600 SH   SOLE   34,600 0 0
DISNEY WALT CO COM 254687106 279 1,800 SH   SOLE   100 0 1,700
ENOVA INTL INC COM 29357K103 7,135 174,202 SH   SOLE   161,502 0 12,700
ENTERGY CORP NEW COM 29364G103 2,336 20,740 SH   SOLE   18,040 0 2,700
ESPORTS ENTMT GROUP INC COM 29667K306 740 210,844 SH   SOLE   210,844 0 0
EVERGY INC COM 30034W106 1,115 16,252 SH   SOLE   16,252 0 0
EXELON CORP COM 30161N101 1,487 25,736 SH   SOLE   22,636 0 3,100
FEDEX CORP COM 31428X106 3,368 13,023 SH   SOLE   6,023 0 7,000
F5 INC COM 315616102 470 1,919 SH   SOLE   1,919 0 0
FIRST BANCORP N C COM 318910106 1,356 29,669 SH   SOLE   29,669 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 6,403 7,716 SH   SOLE   7,716 0 0
FIRST HORIZON CORPORATION COM 320517105 12,007 735,263 SH   SOLE   537,078 0 198,185
FOSTER L B CO COM 350060109 596 43,345 SH   SOLE   43,345 0 0
GAP INC COM 364760108 5,761 326,383 SH   SOLE   267,583 0 58,800
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 1,667 37,793 SH   SOLE   15,093 0 22,700
GOLDMAN SACHS GROUP INC COM 38141G104 2,453 6,413 SH   SOLE   2,913 0 3,500
GRANITE REAL ESTATE INVT TR UNIT 99/99/9999 387437114 3,920 47,048 SH   SOLE   47,048 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502 235 3,267 SH   SOLE   3,267 0 0
HP INC COM 40434L105 506 13,423 SH   SOLE   13,423 0 0
HALLIBURTON CO COM 406216101 1,285 56,200 SH   SOLE   56,200 0 0
HANGER INC COM NEW 41043F208 4,325 238,578 SH   SOLE   238,578 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 263 16,646 SH   SOLE   16,646 0 0
HOME DEPOT INC COM 437076102 3,037 7,317 SH   SOLE   6,717 0 600
INNOSPEC INC COM 45768S105 13,768 152,400 SH   SOLE   136,304 0 16,096
JPMORGAN CHASE & CO COM 46625H100 6,118 38,637 SH   SOLE   26,832 0 11,805
JAKKS PAC INC COM NEW 47012E403 4,467 439,656 SH   SOLE   439,656 0 0
JEFFERIES FINL GROUP INC COM 47233W109 1,226 31,600 SH   SOLE   23,500 0 8,100
KBR INC COM 48242W106 31,752 666,773 SH   SOLE   595,551 0 71,222
LAMB WESTON HLDGS INC COM 513272104 327 5,166 SH   SOLE   5,166 0 0
LENNAR CORP CL B 526057302 541 5,662 SH   SOLE   5,662 0 0
LILLY ELI & CO COM 532457108 8,380 30,337 SH   SOLE   25,537 0 4,800
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 11,895 772,934 SH   SOLE   652,634 0 120,300
MASTERCARD INCORPORATED CL A 57636Q104 4,284 11,923 SH   SOLE   6,423 0 5,500
MERCER INTL INC COM 588056101 2,886 240,738 SH   SOLE   240,738 0 0
MERCK & CO INC COM 58933Y105 2,789 36,393 SH   SOLE   25,593 0 10,800
MICROSOFT CORP COM 594918104 21,204 63,046 SH   SOLE   43,346 0 19,700
MILLER INDS INC TENN COM NEW 600551204 4,901 146,724 SH   SOLE   146,724 0 0
NATIONAL FUEL GAS CO COM 636180101 3,229 50,500 SH   SOLE   50,500 0 0
NEXTERA ENERGY INC COM 65339F101 243 2,600 SH   SOLE   800 0 1,800
NORTHRIM BANCORP INC COM 666762109 707 16,264 SH   SOLE   16,264 0 0
NORTHROP GRUMMAN CORP COM 666807102 4,067 10,507 SH   SOLE   9,807 0 700
OCEANEERING INTL INC COM 675232102 524 46,300 SH   SOLE   46,300 0 0
OFFICE PPTYS INCOME TR COM SHS BEN INT 67623C109 486 19,572 SH   SOLE   19,572 0 0
ORACLE CORP COM 68389X105 83 957 SH   SOLE   957 0 0
ORGANON & CO COMMON STOCK 68622V106 54 1,779 SH   SOLE   1,779 0 0
PFIZER INC COM 717081103 4,194 71,028 SH   SOLE   37,028 0 34,000
PHILIP MORRIS INTL INC COM 718172109 4,162 43,812 SH   SOLE   18,912 0 24,900
PORTLAND GEN ELEC CO COM NEW 736508847 2,625 49,594 SH   SOLE   49,594 0 0
PRUDENTIAL FINL INC COM 744320102 292 2,700 SH   SOLE   2,700 0 0
REGIS CORP MINN COM 758932107 7 4,000 SH   SOLE   4,000 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 1,633 74,917 SH   SOLE   50,917 0 24,000
RENT A CTR INC NEW COM 76009N100 17,449 363,223 SH   SOLE   286,878 0 76,345
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 10,715 246,896 SH   SOLE   246,896 0 0
SK TELECOM LTD SPONSORED ADR 78440P306 10 375 SH   SOLE   375 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 7,006 83,810 SH   SOLE   67,655 0 16,155
SELECT MED HLDGS CORP COM 81619Q105 4,571 155,484 SH   SOLE   135,984 0 19,500
TAYLOR MORRISON HOME CORP COM 87724P106 1,201 34,341 SH   SOLE   34,341 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 1,569 19,201 SH   SOLE   19,201 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 4,414 1,554,199 SH   SOLE   1,554,199 0 0
TILLYS INC CL A 886885102 913 56,664 SH   SOLE   56,664 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 3 52 SH   SOLE   52 0 0
TRUIST FINL CORP COM 89832Q109 3,893 66,490 SH   SOLE   46,738 0 19,752
TYSON FOODS INC CL A 902494103 2,538 29,121 SH   SOLE   23,321 0 5,800
UFP TECHNOLOGIES INC COM 902673102 189 2,688 SH   SOLE   2,688 0 0
UNITED RENTALS INC COM 911363109 869 2,614 SH   SOLE   1,214 0 1,400
VERISIGN INC COM 92343E102 2,646 10,424 SH   SOLE   6,924 0 3,500
VIACOMCBS INC CL B 92556H206 1,615 53,527 SH   SOLE   32,527 0 21,000
VIATRIS INC COM 92556V106 23 1,715 SH   SOLE   1,715 0 0
VISA INC COM CL A 92826C839 477 2,200 SH   SOLE   100 0 2,100
VIRTUS INVT PARTNERS INC COM 92828Q109 3,702 12,459 SH   SOLE   12,459 0 0
VMWARE INC CL A COM 928563402 290 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
WALMART INC COM 931142103 1,060 7,327 SH   SOLE   3,927 0 3,400
XPERI HOLDING CORP COM 98390M103 755 39,944 SH   SOLE   39,944 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 1,178 52,022 SH   SOLE   34,622 0 17,400