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
ABBVIE INC COM 00287Y109 12,943 170,935 SH   SOLE   153,635 0 17,300
AIR LEASE CORP CL A 00912X302 306 7,310 SH   SOLE   4,560 0 2,750
AMERICAN INTL GROUP INC COM NEW 026874784 25,959 466,045 SH   SOLE   428,495 0 37,550
AMERIPRISE FINL INC COM 03076C106 10,348 70,350 SH   SOLE   64,600 0 5,750
AMGEN INC COM 031162100 12,510 64,650 SH   SOLE   60,250 0 4,400
ASTRAZENECA PLC SPONSORED ADR 046353108 10,326 231,670 SH   SOLE   218,270 0 13,400
BANK AMER CORP COM 060505104 301 10,330 SH   SOLE   5,330 0 5,000
BOK FINL CORP COM NEW 05561Q201 9,236 116,690 SH   SOLE   106,890 0 9,800
BP PLC SPONSORED ADR 055622104 6,025 158,600 SH   SOLE   142,900 0 15,700
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 333 6,275 SH   SOLE   4,275 0 2,000
BROOKFIELD PROPERTY REIT INC CL A 11282X103 9,856 483,350 SH   SOLE   448,750 0 34,600
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 301 3,550 SH   SOLE   1,100 0 2,450
CARDINAL HEALTH INC COM 14149Y108 6,102 129,300 SH   SOLE   121,600 0 7,700
CENTURYLINK INC COM 156700106 6,325 506,850 SH   SOLE   471,750 0 35,100
CF INDS HLDGS INC COM 125269100 492 10,000 SH   SOLE   3,900 0 6,100
CHEVRON CORP NEW COM 166764100 16,756 141,280 SH   SOLE   128,430 0 12,850
CISCO SYS INC COM 17275R102 21,683 438,830 SH   SOLE   403,130 0 35,700
CITIGROUP INC COM NEW 172967424 21,529 311,650 SH   SOLE   288,550 0 23,100
COMCAST CORP NEW CL A 20030N101 14,497 321,580 SH   SOLE   294,030 0 27,550
CONOCOPHILLIPS COM 20825C104 11,509 201,980 SH   SOLE   186,780 0 15,200
CORNING INC COM 219350105 331 11,595 SH   SOLE   7,895 0 3,700
CORTEVA INC COM 22052L104 6,551 233,962 SH   SOLE   213,246 0 20,716
CUMMINS INC COM 231021106 21,362 131,320 SH   SOLE   119,770 0 11,550
CVS HEALTH CORP COM 126650100 5,948 94,300 SH   SOLE   88,700 0 5,600
DISCOVER FINL SVCS COM 254709108 539 6,650 SH   SOLE   6,450 0 200
DISCOVERY INC COM SER C 25470F302 275 11,150 SH   SOLE   4,400 0 6,750
DISNEY WALT CO COM DISNEY 254687106 280 2,150 SH   SOLE   1,100 0 1,050
DOMINION ENERGY INC COM 25746U109 12,983 160,200 SH   SOLE   146,300 0 13,900
DOW INC COM 260557103 6,523 136,894 SH   SOLE   127,761 0 9,133
DUPONT DE NEMOURS INC COM 26614N102 6,030 84,562 SH   SOLE   77,746 0 6,816
EATON CORP PLC SHS G29183103 12,078 145,250 SH   SOLE   134,550 0 10,700
EXELON CORP COM 30161N101 329 6,800 SH   SOLE   1,900 0 4,900
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 5,969 134,400 SH   SOLE   120,200 0 14,200
GILEAD SCIENCES INC COM 375558103 12,137 191,500 SH   SOLE   173,950 0 17,550
HELMERICH & PAYNE INC COM 423452101 7,453 186,000 SH   SOLE   173,000 0 13,000
HP INC COM 40434L105 5,736 303,150 SH   SOLE   274,800 0 28,350
INTEL CORP COM 458140100 13,471 261,420 SH   SOLE   240,620 0 20,800
JOHNSON CTLS INTL PLC SHS G51502105 11,977 272,888 SH   SOLE   255,397 0 17,491
JPMORGAN CHASE & CO COM 46625H100 869 7,382 SH   SOLE   3,382 0 4,000
KIMBERLY CLARK CORP COM 494368103 6,075 42,770 SH   SOLE   38,770 0 4,000
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 17,562 380,710 SH   SOLE   348,660 0 32,050
KONTOOR BRANDS INC COM 50050N103 5,620 160,114 SH   SOLE   152,314 0 7,800
LEAR CORP COM NEW 521865204 15,563 132,000 SH   SOLE   121,650 0 10,350
MEDTRONIC PLC SHS G5960L103 13,094 120,546 SH   SOLE   110,090 0 10,456
METLIFE INC COM 59156R108 17,166 364,000 SH   SOLE   334,400 0 29,600
MICROSOFT CORP COM 594918104 459 3,300 SH   SOLE   1,050 0 2,250
MOLSON COORS BREWING CO CL B 60871R209 12,673 220,400 SH   SOLE   202,450 0 17,950
MONDELEZ INTL INC CL A 609207105 9,758 176,400 SH   SOLE   159,900 0 16,500
MORGAN STANLEY COM NEW 617446448 9,387 220,000 SH   SOLE   201,000 0 19,000
NETAPP INC COM 64110D104 9,969 189,850 SH   SOLE   176,650 0 13,200
NUTRIEN LTD COM 67077M108 13,719 275,050 SH   SOLE   255,130 0 19,920
PACKAGING CORP AMER COM 695156109 6,785 63,950 SH   SOLE   57,500 0 6,450
PEPSICO INC COM 713448108 9,685 70,640 SH   SOLE   63,940 0 6,700
PHILLIPS 66 COM 718546104 15,636 152,700 SH   SOLE   140,150 0 12,550
PROSPERITY BANCSHARES INC COM 743606105 12,883 182,400 SH   SOLE   167,550 0 14,850
RADIAN GROUP INC COM 750236101 228 10,000 SH   SOLE   4,500 0 5,500
RAYTHEON CO COM NEW 755111507 461 2,350 SH   SOLE   950 0 1,400
SCHLUMBERGER LTD COM 806857108 11,770 344,450 SH   SOLE   320,150 0 24,300
SEASPAN CORP SHS Y75638109 4,766 448,400 SH   SOLE   406,500 0 41,900
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 260 5,190 SH   SOLE   2,590 0 2,600
TARGET CORP COM 87612E106 18,602 174,000 SH   SOLE   160,600 0 13,400
TE CONNECTIVITY LTD REG SHS H84989104 10,143 108,854 SH   SOLE   101,004 0 7,850
TEXAS INSTRS INC COM 882508104 640 4,950 SH   SOLE   1,900 0 3,050
TRI POINTE GROUP INC COM 87265H109 346 23,000 SH   SOLE   10,600 0 12,400
UNION PACIFIC CORP COM 907818108 11,880 73,340 SH   SOLE   66,940 0 6,400
US BANCORP DEL COM NEW 902973304 8,616 155,700 SH   SOLE   142,900 0 12,800
VALERO ENERGY CORP NEW COM 91913Y100 524 6,150 SH   SOLE   2,600 0 3,550
VEREIT INC COM 92339V100 9,512 972,600 SH   SOLE   901,700 0 70,900
VERIZON COMMUNICATIONS INC COM 92343V104 19,845 328,780 SH   SOLE   300,830 0 27,950
WALMART INC COM 931142103 20,282 170,900 SH   SOLE   154,200 0 16,700
WEYERHAEUSER CO COM 962166104 6,703 242,000 SH   SOLE   219,900 0 22,100