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 18,626 210,365 SH   SOLE   191,665 0 18,700
AIR LEASE CORP CL A 00912X302 395 8,310 SH   SOLE   4,560 0 3,750
AMERICAN INTL GROUP INC COM NEW 026874784 23,234 452,645 SH   SOLE   415,395 0 37,250
AMERIPRISE FINL INC COM 03076C106 10,928 65,600 SH   SOLE   59,850 0 5,750
AMGEN INC COM 031162100 14,741 61,150 SH   SOLE   56,550 0 4,600
ASTRAZENECA PLC SPONSORED ADR 046353108 10,738 215,370 SH   SOLE   201,970 0 13,400
BANK AMER CORP COM 060505104 371 10,530 SH   SOLE   5,530 0 5,000
BOK FINL CORP COM NEW 05561Q201 9,425 107,840 SH   SOLE   98,940 0 8,900
BP PLC SPONSORED ADR 055622104 260 6,900 SH   SOLE   3,800 0 3,100
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 365 6,314 SH   SOLE   4,314 0 2,000
BROOKFIELD PROPERTY REIT INC CL A 11282X103 9,056 490,950 SH   SOLE   456,050 0 34,900
CARDINAL HEALTH INC COM 14149Y108 5,387 106,500 SH   SOLE   99,700 0 6,800
CF INDS HLDGS INC COM 125269100 434 9,100 SH   SOLE   3,800 0 5,300
CHEVRON CORP NEW COM 166764100 18,713 155,280 SH   SOLE   141,830 0 13,450
CISCO SYS INC COM 17275R102 19,646 409,630 SH   SOLE   375,430 0 34,200
CITIGROUP INC COM NEW 172967424 23,100 289,150 SH   SOLE   267,050 0 22,100
COMCAST CORP NEW CL A 20030N101 13,481 299,780 SH   SOLE   274,130 0 25,650
CONOCOPHILLIPS COM 20825C104 19,560 300,780 SH   SOLE   279,580 0 21,200
CORNING INC COM 219350105 355 12,195 SH   SOLE   8,495 0 3,700
CORTEVA INC COM 22052L104 10,733 363,080 SH   SOLE   331,764 0 31,316
CUMMINS INC COM 231021106 21,058 117,670 SH   SOLE   107,320 0 10,350
CVS HEALTH CORP COM 126650100 9,829 132,300 SH   SOLE   123,500 0 8,800
DISCOVER FINL SVCS COM 254709108 564 6,650 SH   SOLE   6,450 0 200
DISCOVERY INC COM SER C 25470F302 355 11,650 SH   SOLE   4,900 0 6,750
DISNEY WALT CO COM DISNEY 254687106 311 2,150 SH   SOLE   1,100 0 1,050
DOMINION ENERGY INC COM 25746U109 12,348 149,100 SH   SOLE   136,100 0 13,000
DOW INC COM 260557103 5,956 108,829 SH   SOLE   101,896 0 6,933
DUPONT DE NEMOURS INC COM 26614N102 5,038 78,480 SH   SOLE   72,064 0 6,416
EATON CORP PLC SHS G29183103 12,839 135,550 SH   SOLE   125,450 0 10,100
EQUINOR ASA SPONSORED ADR 29446M102 9,473 475,800 SH   SOLE   444,600 0 31,200
EXELON CORP COM 30161N101 305 6,700 SH   SOLE   1,800 0 4,900
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 5,651 124,600 SH   SOLE   111,600 0 13,000
GILEAD SCIENCES INC COM 375558103 11,378 175,100 SH   SOLE   161,800 0 13,300
HP INC COM 40434L105 225 10,950 SH   SOLE   3,800 0 7,150
INTEL CORP COM 458140100 11,462 191,520 SH   SOLE   175,220 0 16,300
JOHNSON CTLS INTL PLC SHS G51502105 10,364 254,588 SH   SOLE   237,097 0 17,491
JPMORGAN CHASE & CO COM 46625H100 945 6,782 SH   SOLE   3,282 0 3,500
KIMBERLY CLARK CORP COM 494368103 5,450 39,620 SH   SOLE   35,920 0 3,700
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 13,826 283,310 SH   SOLE   258,560 0 24,750
KONTOOR BRANDS INC COM 50050N103 10,674 254,214 SH   SOLE   234,914 0 19,300
LEAR CORP COM NEW 521865204 16,869 122,950 SH   SOLE   113,200 0 9,750
MEDTRONIC PLC SHS G5960L103 12,632 111,346 SH   SOLE   101,390 0 9,956
METLIFE INC COM 59156R108 17,253 338,500 SH   SOLE   310,900 0 27,600
MICROSOFT CORP COM 594918104 513 3,250 SH   SOLE   1,000 0 2,250
MOLSON COORS BREWING CO CL B 60871R209 12,273 227,700 SH   SOLE   210,450 0 17,250
MONDELEZ INTL INC CL A 609207105 6,532 118,600 SH   SOLE   106,000 0 12,600
MORGAN STANLEY COM NEW 617446448 9,370 183,300 SH   SOLE   166,600 0 16,700
MURPHY OIL CORP COM 626717102 319 11,900 SH   SOLE   3,700 0 8,200
NETAPP INC COM 64110D104 12,229 196,450 SH   SOLE   182,750 0 13,700
NUTRIEN LTD COM 67077M108 14,909 311,190 SH   SOLE   289,570 0 21,620
PACKAGING CORP AMER COM 695156109 442 3,950 SH   SOLE   1,600 0 2,350
PEPSICO INC COM 713448108 8,985 65,740 SH   SOLE   59,440 0 6,300
PHILLIPS 66 COM 718546104 16,841 151,160 SH   SOLE   138,310 0 12,850
PROSPERITY BANCSHARES INC COM 743606105 12,225 170,050 SH   SOLE   155,800 0 14,250
RADIAN GROUP INC COM 750236101 242 9,600 SH   SOLE   4,100 0 5,500
RAYTHEON CO COM NEW 755111507 494 2,250 SH   SOLE   950 0 1,300
REGENERON PHARMACEUTICALS COM 75886F107 263 700 SH   SOLE   300 0 400
SCHLUMBERGER LTD COM 806857108 13,270 330,100 SH   SOLE   301,100 0 29,000
SEASPAN CORP SHS Y75638109 9,130 642,520 SH   SOLE   583,520 0 59,000
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 280 5,190 SH   SOLE   2,590 0 2,600
TARGET CORP COM 87612E106 18,347 143,100 SH   SOLE   132,100 0 11,000
TE CONNECTIVITY LTD REG SHS H84989104 9,761 101,852 SH   SOLE   94,002 0 7,850
TEXAS INSTRS INC COM 882508104 564 4,400 SH   SOLE   1,850 0 2,550
TRI POINTE GROUP INC COM 87265H109 352 22,600 SH   SOLE   10,200 0 12,400
UNION PACIFIC CORP COM 907818108 12,220 67,590 SH   SOLE   61,590 0 6,000
US BANCORP DEL COM NEW 902973304 8,567 144,500 SH   SOLE   132,700 0 11,800
VALERO ENERGY CORP NEW COM 91913Y100 510 5,450 SH   SOLE   2,500 0 2,950
VEREIT INC COM 92339V100 11,952 1,293,530 SH   SOLE   1,203,630 0 89,900
VERIZON COMMUNICATIONS INC COM 92343V104 18,824 306,580 SH   SOLE   280,330 0 26,250
VICI PPTYS INC COM 925652109 6,122 239,600 SH   SOLE   219,900 0 19,700
WALMART INC COM 931142103 16,293 137,100 SH   SOLE   122,900 0 14,200
WEYERHAEUSER CO COM 962166104 6,433 213,000 SH   SOLE   194,900 0 18,100