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
3M Co CS 88579Y101 3,229 23,650 SH   DFND 2 20,439 0 3,211
Advanced Energy Inds CS 007973100 1,178 24,300 SH   DFND 2 24,300 0 0
Aflac Inc CS 001055102 1,531 44,723 SH   DFND 2 36,984 0 7,739
Allete Inc CS 018522300 3,007 49,555 SH   DFND 2 49,555 0 0
Allison Transmission Holdings, CS 01973R101 658 20,178 SH   DFND 2 19,549 0 629
Alphabet Inc - A CS 02079k305 428 368 SH   DFND 2 233 0 135
Altria Group Inc CS 02209S103 2,252 58,248 SH   DFND 2 55,166 0 3,082
Amdocs Ltd CS G02602103 2,372 43,152 SH   DFND 2 39,098 0 4,054
Ameren Corp CS 023608102 1,049 14,399 SH   DFND 2 13,946 0 453
American Eagle Outfitters New CS 02553E106 2,171 273,085 SH   DFND 2 273,085 0 0
American National Insurance Co CS 028591105 2,885 35,016 SH   DFND 2 35,016 0 0
Ameriprise Financial Inc CS 03076C106 2,030 19,805 SH   DFND 2 18,966 0 839
Amerisourcebergen Corp CS 03073E105 699 7,897 SH   DFND 2 7,649 0 248
Amgen Inc CS 031162100 3,544 17,482 SH   DFND 2 16,080 0 1,402
Andersons Inc CS 034164103 3,307 176,360 SH   DFND 2 176,360 0 0
Anthem Inc CS 036752103 400 1,763 SH   DFND 2 1,137 0 626
Apogee Enterprises Inc CS 037598109 3,945 189,475 SH   DFND 2 189,475 0 0
Apple Hospitality Reit Inc CS 03784Y200 2,068 225,560 SH   DFND 2 225,560 0 0
Aptiv Plc CS g6095L109 525 10,660 SH   DFND 2 10,325 0 335
Argan Inc CS 04010e109 6,102 176,506 SH   DFND 2 176,506 0 0
Argo Group International CS g0464b107 3,293 88,855 SH   DFND 2 88,855 0 0
Arrow Electrs Inc CS 042735100 684 13,183 SH   DFND 2 12,768 0 415
Assurant Inc CS 04621X108 609 5,847 SH   DFND 2 5,665 0 182
AT&T Inc CS 00206R102 2,557 87,715 SH   DFND 2 79,095 0 8,620
Atmos Energy Corp CS 049560105 949 9,563 SH   DFND 2 9,262 0 301
Autoliv Inc CS 052800109 255 5,544 SH   DFND 2 3,534 0 2,010
Autozone Inc CS 053332102 1,559 1,843 SH   DFND 2 1,440 0 403
Avery Dennison Corp CS 053611109 683 6,705 SH   DFND 2 6,494 0 211
Bank of NY Mellon CS 064058100 1,326 39,376 SH   DFND 2 32,689 0 6,687
BCE Inc CS 05534B760 2,127 52,053 SH   DFND 2 49,442 0 2,611
Berkshire Hathaway Inc Cl B CS 084670702 2,524 13,805 SH   DFND 2 10,870 0 2,935
Bj'S Wholesale Club Holdings CS 05550J101 2,464 96,725 SH   DFND 2 96,725 0 0
BlackRock Inc CS 09247X101 5,346 12,151 SH   DFND 2 10,492 0 1,659
Bloomin' Brands Inc CS 094235108 872 122,135 SH   DFND 2 122,135 0 0
Blue Bird Corp CS 095306106 2,926 267,705 SH   DFND 2 267,705 0 0
BorgWarner Inc CS 099724106 1,073 44,015 SH   DFND 2 36,452 0 7,563
Brigham Minerals Inc CS 10918L103 3,169 383,240 SH   DFND 2 383,240 0 0
Bristol Myers Squibb Co CS 110122108 4,734 84,934 SH   DFND 2 73,771 0 11,163
Broadridge Finl Solutions Inc CS 11133T103 590 6,226 SH   DFND 2 6,033 0 193
Bryn Mawr Bank Corp CS 117665109 3,874 136,496 SH   DFND 2 136,496 0 0
Cabot Microelectronics Corp CS 12709P103 3,508 30,735 SH   DFND 2 30,735 0 0
Cactus Inc - A CS 127203107 1,561 134,555 SH   DFND 2 134,555 0 0
Cal Maine Foods Inc CS 128030202 3,373 76,695 SH   DFND 2 76,695 0 0
Callaway Golf Co CS 131193104 1,720 168,280 SH   DFND 2 168,280 0 0
Canadian Imperial Bank of Com CS 136069101 1,727 29,792 SH   DFND 2 28,264 0 1,528
Capitol Federal Financial CS 14057J101 5,325 458,695 SH   DFND 2 430,335 0 28,360
Carriage Services Inc CS 143905107 1,302 80,605 SH   DFND 2 80,605 0 0
Carter's Inc CS 146229109 522 7,937 SH   DFND 2 7,687 0 250
Chevron Corp CS 166764100 3,393 46,829 SH   DFND 2 40,761 0 6,068
Cisco Systems Inc CS 17275R102 4,502 114,523 SH   DFND 2 102,175 0 12,348
Clorox Co/The CS 189054109 3,833 22,126 SH   DFND 2 19,424 0 2,702
CMS Energy Corp CS 125896100 987 16,804 SH   DFND 2 16,275 0 529
Cognizant Technology Solutions CS 192446102 1,710 36,800 SH   DFND 2 29,079 0 7,721
Columbia Property Trust Inc CS 198287203 4,112 328,960 SH   DFND 2 328,960 0 0
Commerce Bancshares Inc CS 200525103 622 12,355 SH   DFND 2 11,966 0 389
Conagra Brands CS 205887102 1,041 35,479 SH   DFND 2 34,361 0 1,118
Cooper Tire & Rubber Co CS 216831107 2,556 156,810 SH   DFND 2 156,810 0 0
CorePoint Lodging Inc CS 21872L104 1,384 352,993 SH   DFND 2 352,993 0 0
Cummins Inc CS 231021106 2,029 14,994 SH   DFND 2 14,244 0 750
Curtiss Wright Corp CS 231561101 605 6,546 SH   DFND 2 6,340 0 206
CVS Health Corp CS 126650100 4,271 71,985 SH   DFND 2 62,367 0 9,618
Darden Restaurants Inc CS 237194105 294 5,391 SH   DFND 2 5,221 0 170
Delta Air Lines Inc CS 247361702 924 32,378 SH   DFND 2 25,513 0 6,865
DHT Holdings Inc CS y2065g121 3,456 450,590 SH   DFND 2 450,590 0 0
Diamond S Shipping Inc CS y20676105 3,391 287,160 SH   DFND 2 287,160 0 0
Digital Realty Trust Inc CS 253868103 4,044 29,113 SH   DFND 2 26,128 0 2,985
Dominion Energy Inc CS 25746U109 2,909 40,292 SH   DFND 2 35,849 0 4,443
Domtar Corp CS 257559203 3,478 160,705 SH   DFND 2 160,705 0 0
Donaldson Inc Com CS 257651109 1,558 40,335 SH   DFND 2 38,363 0 1,972
Dover Corp CS 260003108 622 7,414 SH   DFND 2 7,183 0 231
Dril-Quip Inc CS 262037104 2,749 90,130 SH   DFND 2 90,130 0 0
Duke Energy Corp CS 26441c204 4,315 53,351 SH   DFND 2 47,342 0 6,009
Eastman Chemical Co CS 277432100 305 6,554 SH   DFND 2 4,210 0 2,344
Emerson Electric Co CS 291011104 2,665 55,932 SH   DFND 2 47,889 0 8,043
Encompass Health Corp CS 29261A100 3,076 48,037 SH   DFND 2 41,574 0 6,463
Enpro Industries Inc CS 29355x107 2,482 62,710 SH   DFND 2 62,710 0 0
EOG Resources Inc CS 26875P101 1,982 55,189 SH   DFND 2 49,179 0 6,010
Equity Commonwealth CS 294628102 3,521 111,030 SH   DFND 2 111,030 0 0
Essex Property Trust Inc CS 297178105 2,475 11,238 SH   DFND 2 10,305 0 933
Euronet Worldwide Inc CS 298736109 622 7,252 SH   DFND 2 7,026 0 226
Exxon Mobil Corp CS 30231G102 1,517 39,942 SH   DFND 2 32,943 0 6,999
Facebook Inc CS 30303M102 357 2,140 SH   DFND 2 1,381 0 759
Fastenal Co CS 311900104 1,491 47,716 SH   DFND 2 45,308 0 2,408
FedEx Corp CS 31428X106 1,440 11,874 SH   DFND 2 9,827 0 2,047
First Financial Bancorp CS 320209109 2,980 199,887 SH   DFND 2 199,887 0 0
Firstcash Inc CS 33767d105 3,412 47,565 SH   DFND 2 47,565 0 0
Flexsteel Industries Inc CS 339382103 1,207 110,147 SH   DFND 2 110,147 0 0
FMC Corp CS 302491303 714 8,736 SH   DFND 2 8,464 0 272
Forward Air Corp CS 349853101 2,522 49,790 SH   DFND 2 49,790 0 0
Garmin Ltd CS h2906t109 662 8,829 SH   DFND 2 8,551 0 278
GCP Applied Technologies Inc CS 36164y101 3,090 173,580 SH   DFND 2 173,580 0 0
General Mills Inc CS 370334104 1,310 24,832 SH   DFND 2 23,614 0 1,218
Genuine Parts Co CS 372460105 2,792 41,468 SH   DFND 2 39,542 0 1,926
Globe Life CS 37959e102 2,985 41,481 SH   DFND 2 35,965 0 5,516
Hanover Ins Group Inc CS 410867105 711 7,852 SH   DFND 2 7,605 0 247
HCA Holdings Inc CS 40412C101 455 5,067 SH   DFND 2 3,237 0 1,830
Healthcare Trust of America In CS 42225P501 861 35,453 SH   DFND 2 34,333 0 1,120
Heartland Express Inc CS 422347104 2,524 135,905 SH   DFND 2 135,905 0 0
Hershey Co/The CS 427866108 1,876 14,157 SH   DFND 2 11,255 0 2,902
Highwoods Pptys Inc CS 431284108 889 25,087 SH   DFND 2 24,299 0 788
Hillenbrand Inc CS 431571108 2,882 150,818 SH   DFND 2 150,818 0 0
Hooker Furniture Corp CS 439038100 1,807 115,784 SH   DFND 2 115,784 0 0
Hostess Brands Inc CS 44109J106 3,020 283,260 SH   DFND 2 283,260 0 0
Houlihan Lokey Inc CS 441593100 3,435 65,910 SH   DFND 2 65,910 0 0
Hubbell Inc CS 443510607 682 5,941 SH   DFND 2 5,754 0 187
Idacorp Inc CS 451107106 1,385 15,779 SH   DFND 2 15,015 0 764
Insight Enterprises Inc CS 45765U103 4,791 113,730 SH   DFND 2 113,730 0 0
Intel Corp CS 458140100 1,676 30,963 SH   DFND 2 24,682 0 6,281
Interdigital Inc CS 45867G101 6,287 140,880 SH   DFND 2 140,880 0 0
International Flavors & Fragra CS 459506101 802 7,858 SH   DFND 2 7,610 0 248
Irobot Corp CS 462726100 1,014 24,795 SH   DFND 2 24,795 0 0
ITT Inc CS 45073v108 696 15,350 SH   DFND 2 14,866 0 484
JM Smucker Co/The CS 832696405 792 7,131 SH   DFND 2 6,907 0 224
John Bean Technologies Corp CS 477839104 1,670 22,480 SH   DFND 2 22,480 0 0
Johnson & Johnson CS 478160104 4,345 33,136 SH   DFND 2 28,740 0 4,396
JP Morgan Chase & Co CS 46625H100 461 5,119 SH   DFND 2 3,357 0 1,762
Kansas City Southern CS 485170302 702 5,516 SH   DFND 2 5,341 0 175
KeyCorp CS 493267108 2,720 262,340 SH   DFND 2 234,897 0 27,443
Kimberly Clark Corp CS 494368103 4,338 33,926 SH   DFND 2 29,681 0 4,245
Kinder Morgan Inc CS 49456B101 3,244 233,076 SH   DFND 2 204,541 0 28,535
KLA-Tencor Corp CS 482480100 963 6,701 SH   DFND 2 6,489 0 212
Knoll Inc CS 498904200 1,267 122,795 SH   DFND 2 122,795 0 0
Korn/Ferry Intl CS 500643200 4,535 186,465 SH   DFND 2 186,465 0 0
Lamar Advertising Co CS 512816109 1,955 38,116 SH   DFND 2 36,269 0 1,847
Lamb Weston Holdings Inc CS 513272104 764 13,372 SH   DFND 2 12,949 0 423
Linde Plc CS g5494j103 2,430 14,044 SH   DFND 2 11,618 0 2,426
Littelfuse Inc CS 537008104 3,515 26,348 SH   DFND 2 26,209 0 139
Livent Corp CS 53814L108 1,763 335,795 SH   DFND 2 335,795 0 0
LKQ Corp CS 501889208 301 14,700 SH   DFND 2 9,230 0 5,470
Lowe's Companies Inc CS 548661107 1,369 15,909 SH   DFND 2 13,284 0 2,625
M&T Bank Corp CS 55261F104 1,028 9,939 SH   DFND 2 8,347 0 1,592
Magellan Health Inc CS 559079207 2,397 49,830 SH   DFND 2 49,830 0 0
Magnolia Oil & Gas Corp CS 559663109 2,534 633,484 SH   DFND 2 633,484 0 0
Masco Corp CS 574599106 656 18,971 SH   DFND 2 18,374 0 597
McKesson Corp CS 58155Q103 2,434 17,998 SH   DFND 2 14,243 0 3,755
Metlife Inc CS 59156R108 1,729 56,554 SH   DFND 2 50,872 0 5,682
Microsoft Corp CS 594918104 1,744 11,058 SH   DFND 2 9,125 0 1,933
Middleby Corp Com CS 596278101 890 15,653 SH   DFND 2 12,872 0 2,781
Mohawk Industries Inc CS 608190104 514 6,744 SH   DFND 2 6,532 0 212
Movado Group Inc CS 624580106 2,190 185,270 SH   DFND 2 185,270 0 0
MTS Systems Corp CS 553777103 4,455 197,996 SH   DFND 2 197,996 0 0
Mueller Water Products CS 624758108 1,612 201,235 SH   DFND 2 201,235 0 0
MYR Group Inc CS 55405W104 3,730 142,425 SH   DFND 2 142,425 0 0
National Fuel Gas Co CS 636180101 2,764 74,125 SH   DFND 2 70,322 0 3,803
National Healthcare Corp CS 635906100 3,720 51,860 SH   DFND 2 51,860 0 0
Northwest Bancshares CS 667340103 5,302 458,250 SH   DFND 2 432,713 0 25,537
Northwestern Corp CS 668074305 2,075 34,687 SH   DFND 2 28,653 0 6,034
Nucor Corp CS 670346105 2,052 56,976 SH   DFND 2 50,995 0 5,981
Nutrien Ltd CS 67077M108 1,428 42,068 SH   DFND 2 34,660 0 7,408
Omnicom Group CS 681919106 3,481 63,401 SH   DFND 2 58,966 0 4,435
Owens & Minor Inc CS 690732102 1,087 118,805 SH   DFND 2 118,805 0 0
Parker Hannifin Corp CS 701094104 232 1,788 SH   DFND 2 1,137 0 651
Patrick Industries Inc CS 703343103 613 21,757 SH   DFND 2 21,074 0 683
Paychex Inc CS 704326107 2,379 37,811 SH   DFND 2 35,899 0 1,912
Penske Automotive Grp Inc CS 70959W103 1,682 60,085 SH   DFND 2 60,085 0 0
Pentair Plc CS g7s00t104 646 21,695 SH   DFND 2 21,012 0 683
PepsiCo Inc CS 713448108 2,383 19,845 SH   DFND 2 15,722 0 4,123
Perkinelmer Inc CS 714046109 687 9,121 SH   DFND 2 8,835 0 286
Pfizer Inc CS 717081103 3,311 101,452 SH   DFND 2 88,204 0 13,248
Philip Morris International CS 718172109 1,835 25,147 SH   DFND 2 23,863 0 1,284
Pinnacle West Capital CS 723484101 972 12,820 SH   DFND 2 12,416 0 404
Pioneer Nat Res Co CS 723787107 538 7,667 SH   DFND 2 7,427 0 240
PJT Partners Inc CS 69343t107 3,176 73,200 SH   DFND 2 73,200 0 0
PNC Financial Services Group CS 693475105 2,980 31,127 SH   DFND 2 26,530 0 4,597
Polaris Industries Inc CS 731068102 290 6,028 SH   DFND 2 5,839 0 189
Portland General Electric Co CS 736508847 1,691 35,280 SH   DFND 2 29,089 0 6,191
Principal Financial Group Inc CS 74251V102 1,463 46,667 SH   DFND 2 41,901 0 4,766
ProAssurance Corp CS 74267C106 2,875 115,005 SH   DFND 2 115,005 0 0
Prosperity Bancshares Inc CS 743606105 403 8,362 SH   DFND 2 8,099 0 263
Prudential Financial Inc CS 744320102 1,562 29,957 SH   DFND 2 27,168 0 2,789
Public Storage CS 74460D109 518 2,608 SH   DFND 2 1,682 0 926
Quest Diagnostics Inc CS 74834L100 637 7,937 SH   DFND 2 7,687 0 250
Raymond James Financial Inc CS 754730109 684 10,822 SH   DFND 2 10,481 0 341
Regal Beloit Corp CS 758750103 4,748 75,424 SH   DFND 2 70,687 0 4,737
Republic Services Inc CS 760759100 660 8,787 SH   DFND 2 8,511 0 276
RPC Inc CS 749660106 1,744 846,675 SH   DFND 2 846,675 0 0
Ruth's Hospitality Group Inc CS 783332109 835 125,023 SH   DFND 2 125,023 0 0
Ryder System Inc CS 783549108 3,041 115,005 SH   DFND 2 115,005 0 0
Safety Ins Group Inc CS 78648T100 3,422 40,535 SH   DFND 2 40,535 0 0
Sanderson Farms Inc CS 800013104 2,999 24,318 SH   DFND 2 24,318 0 0
Schlumberger Ltd CS 806857108 1,141 84,575 SH   DFND 2 74,970 0 9,605
Science Applications Inte CS 808625107 745 9,982 SH   DFND 2 9,654 0 328
Sensient Technologies Corp CS 81725T100 3,815 87,670 SH   DFND 2 87,670 0 0
Sonoco Prods Co CS 835495102 2,053 44,284 SH   DFND 2 42,011 0 2,273
Southern Co/The CS 842587107 1,536 28,373 SH   DFND 2 24,980 0 3,393
Steel Dynamics Inc Com CS 858119100 597 26,481 SH   DFND 2 25,648 0 833
Stewart Information Services C CS 860372101 3,067 115,005 SH   DFND 2 115,005 0 0
Stryker Corp CS 863667101 1,537 9,230 SH   DFND 2 7,637 0 1,593
Summit Hotel Properties Inc CS 866082100 534 126,497 SH   DFND 2 104,302 0 22,195
Synchrony Financial CS 87165b103 299 18,552 SH   DFND 2 17,969 0 583
SYSCO Corp CS 871829107 1,017 22,279 SH   DFND 2 18,238 0 4,041
T Rowe Price Group Inc CS 74144T108 2,483 25,424 SH   DFND 2 22,788 0 2,636
Target Corp CS 87612E106 297 3,191 SH   DFND 2 2,094 0 1,097
Terex Corp CS 880779103 2,027 141,150 SH   DFND 2 141,150 0 0
Treehouse Foods Inc CS 89469A104 3,196 72,400 SH   DFND 2 72,400 0 0
Tri Pointe Group Inc CS 87265H109 2,238 255,155 SH   DFND 2 255,155 0 0
Truist Financial Corp CS 89832q109 1,182 38,330 SH   DFND 2 31,786 0 6,544
Ulta Beauty Inc CS 90384S303 470 2,675 SH   DFND 2 2,591 0 84
UMB Financial Corp CS 902788108 4,690 101,126 SH   DFND 2 100,700 0 426
United Parcel Service Inc CS 911312106 2,135 22,854 SH   DFND 2 20,053 0 2,801
Universal Health Services Inc CS 913903100 1,018 10,273 SH   DFND 2 9,139 0 1,134
US Bancorp CS 902973304 1,784 51,785 SH   DFND 2 40,961 0 10,824
US Ecology Inc CS 91734M103 2,104 69,225 SH   DFND 2 69,225 0 0
Valmont Industries Inc CS 920253101 2,468 23,290 SH   DFND 2 23,290 0 0
Valvoline Inc CS 92047W101 3,866 295,340 SH   DFND 2 295,340 0 0
Verizon Communications Inc CS 92343V104 4,577 85,191 SH   DFND 2 73,057 0 12,134
Vishay Intertechnology Inc CS 928298108 2,901 201,310 SH   DFND 2 201,310 0 0
Walt Disney Co/The CS 254687106 1,244 12,881 SH   DFND 2 10,163 0 2,718
Waterstone Financial Inc CS 94188P101 2,130 146,515 SH   DFND 2 146,515 0 0
WEC Energy Group Inc CS 92939U106 1,605 18,213 SH   DFND 2 15,013 0 3,200
Weis Mkts Inc CS 948849104 1,817 43,606 SH   DFND 2 43,606 0 0
Wesco International Inc CS 95082P105 4,165 182,286 SH   DFND 2 176,736 0 5,550
Westlake Chemical Corp CS 960413102 282 7,387 SH   DFND 2 7,154 0 233
White Mountains Insurance Grou CS G9618E107 1,197 1,315 SH   DFND 2 1,315 0 0
Wiley John & Sons Inc CS 968223206 3,135 83,610 SH   DFND 2 83,610 0 0
WR Berkley Corp CS 084423102 689 13,201 SH   DFND 2 12,785 0 416
Zimmer Biomet Holdings Inc CS 98956P102 794 7,858 SH   DFND 2 7,610 0 248
I Shares Short Term Natinal EF 464288158 707 6,650 SH   DFND 2 6,650 0 0
iShares National Muni Bond EF 464288414 2,444 21,630 SH   DFND 2 18,165 0 3,465
Schwab Short term US Treas EF 808524862 8,559 165,463 SH   DFND 2 151,271 0 14,192
SPDR Bloomberg Barclays Invest EF 78468r200 7,115 242,010 SH   DFND 2 219,920 0 22,090
SPDR S&P 500 EF 78462F103 636 2,469 SH   SOLE   2,469 0 0
VanEck Vectors Short H/Y Muni EF 92189f387 792 35,200 SH   DFND 2 35,200 0 0