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
AARONS INC COM 002535300 472 7,681 SH   SOLE   7,681 0 0
ABBVIE INC COM 00287Y109 1,369 18,819 SH   SOLE   4,792 0 14,027
AIRCASTLE LTD COM G0129K104 435 20,448 SH   SOLE   20,448 0 0
ALLERGAN PLC COM G0177J108 5,691 33,989 SH   SOLE   14,716 0 19,273
ALLSTATE CORP COM 020002101 353 3,469 SH   SOLE   3,469 0 0
ALPHABET INC COM 02079K305 4,026 3,718 SH   SOLE   1,697 0 2,021
ALTERYX INC COM 02156B103 763 6,992 SH   SOLE   6,992 0 0
ALTRIA GROUP INC COM 02209S103 5,023 106,076 SH   SOLE   40,379 0 65,697
AMERICAN ELEC PWR CO INC COM 025537101 2,314 26,289 SH   SOLE   8,615 0 17,674
AMERICAN EQTY INVT LIFE HLD COM 025676206 397 14,635 SH   SOLE   14,635 0 0
AMERICAN EXPRESS CO COM 025816109 3,164 25,635 SH   SOLE   12,646 0 12,989
AMGEN INC COM 031162100 4,932 26,762 SH   SOLE   16,942 0 9,820
ANTHEM INC COM 036752103 771 2,732 SH   SOLE   2,732 0 0
APPLE INC COM 037833100 15,476 78,194 SH   SOLE   22,953 0 55,241
ASBURY AUTOMOTIVE GROUP INC COM 043436104 434 5,144 SH   SOLE   5,144 0 0
ASGN INC COM 00191U102 535 8,823 SH   SOLE   8,823 0 0
AT&T INC COM 00206R102 8,483 253,148 SH   SOLE   113,992 0 139,156
BANK AMER CORP COM 060505104 9,754 336,332 SH   SOLE   164,695 0 171,637
BANK OF NT BUTTERFIELD&SON L COM G0772R208 393 11,579 SH   SOLE   11,579 0 0
BAXTER INTL INC COM 071813109 299 3,655 SH   SOLE   3,655 0 0
BECTON DICKINSON & CO COM 075887109 234 930 SH   SOLE   930 0 0
BEST BUY INC COM 086516101 5,821 83,473 SH   SOLE   36,735 0 46,738
BLUCORA INC COM 095229100 431 14,195 SH   SOLE   14,195 0 0
BOEING CO COM 097023105 6,348 17,439 SH   SOLE   7,987 0 9,452
BOOT BARN HLDGS INC COM 099406100 402 11,267 SH   SOLE   11,267 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 4,365 96,247 SH   SOLE   43,115 0 53,132
BROADCOM INC COM 11135F101 5,445 18,916 SH   SOLE   10,093 0 8,823
CAPITAL ONE FINL CORP COM 14040H105 5,364 59,110 SH   SOLE   28,081 0 31,029
CARRIZO OIL & GAS INC COM 144577103 228 22,747 SH   SOLE   22,747 0 0
CATERPILLAR INC DEL COM 149123101 3,965 29,095 SH   SOLE   5,690 0 23,405
CBRE GROUP INC COM 12504L109 5,622 109,590 SH   SOLE   56,459 0 53,131
CELANESE CORP DEL COM 150870103 4,429 41,085 SH   SOLE   19,274 0 21,811
CELGENE CORP COM 151020104 3,271 35,388 SH   SOLE   18,502 0 16,886
CENTERSTATE BK CORP COM 15201P109 399 17,335 SH   SOLE   17,335 0 0
CHEVRON CORP NEW COM 166764100 8,810 70,800 SH   SOLE   32,514 0 38,286
CISCO SYS INC COM 17275R102 7,805 142,606 SH   SOLE   81,344 0 61,262
CITIGROUP INC COM 172967424 7,530 107,531 SH   SOLE   45,406 0 62,125
CLEVELAND CLIFFS INC COM 185899101 375 35,156 SH   SOLE   35,156 0 0
COMCAST CORP NEW COM 20030N101 5,522 130,609 SH   SOLE   68,444 0 62,165
COMFORT SYS USA INC COM 199908104 503 9,857 SH   SOLE   9,857 0 0
CONOCOPHILLIPS COM 20825C104 1,576 25,831 SH   SOLE   22,631 0 3,200
CORTEVA INC COM 22052L104 938 31,733 SH   SOLE   14,412 0 17,321
COUPA SOFTWARE INC COM 22266L106 617 4,876 SH   SOLE   4,876 0 0
COWEN INC COM 223622606 455 26,491 SH   SOLE   26,491 0 0
CSX CORP COM 126408103 222 2,873 SH   SOLE   2,873 0 0
CUMMINS INC COM 231021106 1,456 8,495 SH   SOLE   7,415 0 1,080
CVS HEALTH CORP COM 126650100 6,024 110,559 SH   SOLE   56,470 0 54,089
DELTA AIR LINES INC DEL COM 247361702 5,809 102,357 SH   SOLE   43,994 0 58,363
DINE BRANDS GLOBAL INC COM 254423106 575 6,018 SH   SOLE   6,018 0 0
DOW INC COM 260557103 1,523 30,884 SH   SOLE   14,415 0 16,469
DUPONT DE NEMOURS INC COM 26614N102 2,382 31,732 SH   SOLE   14,411 0 17,321
DXC TECHNOLOGY CO COM 23355L106 3,859 69,973 SH   SOLE   33,003 0 36,970
EBIX INC COM 278715206 281 5,587 SH   SOLE   5,587 0 0
EMCOR GROUP INC COM 29084Q100 535 6,074 SH   SOLE   6,074 0 0
ENSIGN GROUP INC COM 29358P101 648 11,383 SH   SOLE   11,383 0 0
ESSENT GROUP LTD COM G3198U102 508 10,820 SH   SOLE   10,820 0 0
EVERBRIDGE INC COM 29978A104 476 5,326 SH   SOLE   5,326 0 0
EXELON CORP COM 30161N101 5,575 116,296 SH   SOLE   57,089 0 59,207
FEDERAL AGRIC MTG CORP COM 313148306 409 5,623 SH   SOLE   5,623 0 0
FIRST DATA CORP NEW COM 32008D106 2,778 102,619 SH   SOLE   46,165 0 56,454
FIRSTENERGY CORP COM 337932107 231 5,389 SH   SOLE   5,389 0 0
G-III APPAREL GROUP LTD COM 36237H101 329 11,169 SH   SOLE   11,169 0 0
GENERAC HLDGS INC COM 368736104 562 8,104 SH   SOLE   8,104 0 0
GENOMIC HEALTH INC COM 37244C101 426 7,322 SH   SOLE   7,322 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 2,873 51,557 SH   SOLE   24,466 0 27,091
HOME DEPOT INC COM 437076102 7,791 37,464 SH   SOLE   17,482 0 19,982
HORIZON THERAPEUTICS PUB LTD COM G46188101 586 24,359 SH   SOLE   24,359 0 0
HOSPITALITY PPTYS TR COM 44106M102 1,954 78,141 SH   SOLE   35,031 0 43,110
IAC INTERACTIVECORP COM COM 44919p508 321 1,475 SH   SOLE   1,475 0 0
IBERIABANK CORP COM 450828108 457 6,029 SH   SOLE   6,029 0 0
INNOVIVA INC COM 45781M101 501 34,417 SH   SOLE   34,417 0 0
INTEL CORP COM 458140100 6,803 142,108 SH   SOLE   74,456 0 67,652
JABIL INC COM 466313103 1,733 54,845 SH   SOLE   25,094 0 29,751
SMUCKER J M CO COM 832696405 4,506 39,120 SH   SOLE   16,425 0 22,695
JOHNSON & JOHNSON COM 478160104 356 2,557 SH   SOLE   2,557 0 0
JONES LANG LASALLE INC COM 48020Q107 715 5,084 SH   SOLE   4,354 0 730
JPMORGAN CHASE & CO COM 46625H100 12,311 110,120 SH   SOLE   52,337 0 57,783
KEMET CORP COM 488360207 388 20,639 SH   SOLE   20,639 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 495 24,086 SH   SOLE   24,086 0 0
KFORCE INC COM 493732101 430 12,249 SH   SOLE   12,249 0 0
KIMCO RLTY CORP COM 49446R109 228 12,339 SH   SOLE   12,339 0 0
KOHLS CORP COM 500255104 2,072 43,580 SH   SOLE   23,028 0 20,552
LENNAR CORP COM 526057104 1,300 26,829 SH   SOLE   12,046 0 14,783
LINCOLN NATL CORP IND COM 534187109 3,160 49,025 SH   SOLE   30,710 0 18,315
MALIBU BOATS INC COM 56117J100 371 9,542 SH   SOLE   9,542 0 0
MARATHON PETE CORP COM 56585A102 5,090 91,088 SH   SOLE   42,125 0 48,963
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 522 5,417 SH   SOLE   5,417 0 0
MCKESSON CORP COM 58155Q103 447 3,324 SH   SOLE   3,324 0 0
M D C HLDGS INC COM 552676108 434 13,243 SH   SOLE   13,243 0 0
MEDIFAST INC COM 58470H101 358 2,788 SH   SOLE   2,788 0 0
MEREDITH CORP COM 589433101 446 8,094 SH   SOLE   8,094 0 0
MERITOR INC COM 59001K100 497 20,508 SH   SOLE   20,508 0 0
MGIC INVT CORP WIS COM 552848103 368 27,985 SH   SOLE   27,985 0 0
MICROSOFT CORP COM 594918104 12,352 92,209 SH   SOLE   46,630 0 45,579
MORGAN STANLEY COM 617446448 5,069 115,703 SH   SOLE   50,993 0 64,710
NRG ENERGY INC COM 629377508 204 5,815 SH   SOLE   5,815 0 0
OFG BANCORP COM 67103X102 563 23,676 SH   SOLE   23,676 0 0
OTTER TAIL CORP COM 689648103 479 9,065 SH   SOLE   9,065 0 0
PACCAR INC COM 693718108 5,076 70,833 SH   SOLE   29,458 0 41,375
PACIRA BIOSCIENCES COM 695127100 510 11,719 SH   SOLE   11,719 0 0
PERSPECTA INC COM 715347100 1,161 49,577 SH   SOLE   37,096 0 12,481
PFIZER INC COM 717081103 8,580 198,063 SH   SOLE   102,748 0 95,315
PIEDMONT OFFICE REALTY TR IN COM 720190206 391 19,609 SH   SOLE   19,609 0 0
PNC FINL SVCS GROUP INC COM 693475105 3,465 25,239 SH   SOLE   12,728 0 12,511
PPL CORP COM 69351T106 4,480 144,464 SH   SOLE   69,821 0 74,643
PREFERRED BK LOS ANGELES CA COM 740367404 380 8,039 SH   SOLE   8,039 0 0
PROPETRO HLDG CORP COM 74347M108 344 16,641 SH   SOLE   16,641 0 0
PRUDENTIAL FINL INC COM 744320102 5,083 50,323 SH   SOLE   22,078 0 28,245
PULTE GROUP INC COM 745867101 2,718 85,944 SH   SOLE   41,274 0 44,670
PVH CORP COM 693656100 4,568 48,264 SH   SOLE   23,000 0 25,264
RALPH LAUREN CORP COM 751212101 2,649 23,324 SH   SOLE   12,817 0 10,507
RAYONIER ADVANCED MATLS INC COM 75508B104 188 28,943 SH   SOLE   28,943 0 0
RAYTHEON CO COM 755111507 607 3,492 SH   SOLE   3,457 0 35
RENEWABLE ENERGY GROUP INC COM 75972A301 321 20,235 SH   SOLE   20,235 0 0
RH COM 74967X103 333 2,882 SH   SOLE   2,882 0 0
ROBERT HALF INTL INC COM 770323103 2,837 49,758 SH   SOLE   15,645 0 34,113
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 4,872 40,197 SH   SOLE   19,255 0 20,942
RYMAN HOSPITALITY PPTYS INC COM 78377T107 404 4,976 SH   SOLE   4,976 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 482 24,467 SH   SOLE   24,467 0 0
SINCLAIR BROADCAST GROUP INC COM 829226109 423 7,881 SH   SOLE   7,881 0 0
SKYWEST INC COM 830879102 497 8,200 SH   SOLE   8,200 0 0
SMART GLOBAL HLDGS INC COM G8232Y101 275 11,972 SH   SOLE   11,972 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 556 6,202 SH   SOLE   6,202 0 0
SYNNEX CORP COM 87162W100 321 3,263 SH   SOLE   3,263 0 0
TARGET CORP COM 87612E106 4,878 56,322 SH   SOLE   16,685 0 39,637
TENET HEALTHCARE CORP COM 88033G407 361 17,489 SH   SOLE   17,489 0 0
TYSON FOODS INC COM 902494103 3,031 37,539 SH   SOLE   17,533 0 20,006
UNITED RENTALS INC COM 911363109 4,748 35,798 SH   SOLE   16,260 0 19,538
UNITED TECHNOLOGIES CORP COM 913017109 337 2,592 SH   SOLE   2,592 0 0
UNITEDHEALTH GROUP INC COM 91324P102 8,116 33,260 SH   SOLE   14,113 0 19,147
UTAH MED PRODS INC COM 917488108 532 5,561 SH   SOLE   5,561 0 0
VALERO ENERGY CORP NEW COM 91913Y100 5,242 61,227 SH   SOLE   30,296 0 30,931
VERACYTE INC COM 92337F107 894 31,348 SH   SOLE   31,348 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 6,822 119,416 SH   SOLE   65,289 0 54,127
VISHAY INTERTECHNOLOGY INC COM 928298108 283 17,154 SH   SOLE   17,154 0 0
WABASH NATL CORP COM 929566107 422 25,925 SH   SOLE   25,925 0 0
WARRIOR MET COAL INC COM 93627C101 317 12,142 SH   SOLE   12,142 0 0
WORKIVA INC COM 98139A105 497 8,553 SH   SOLE   8,553 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 1,535 34,956 SH   SOLE   22,037 0 12,919
XCEL ENERGY INC COM 98389B100 238 4,000 SH   SOLE   4,000 0 0
ISHARES TR ETF 464287226 2,592 23,275 SH   SOLE   23,275 0 0