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
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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
Novartis AG Sponsored ADR SPONS ADR 66987v109 267 2,925 SH   SOLE   0 0 2,925
Royal Dutch Shell PLC Sponsore SPONS ADR A 780259206 343 5,276 SH   SOLE   0 0 5,276
AT&T Inc COM 00206r102 23,675 706,500 SH   SOLE   259,388 0 447,515
Abbott Laboratories COM 002824100 282 3,352 SH   SOLE   0 0 3,352
Aerojet Rocketdyne Hldgs Inc COM 007800105 2,120 47,350 SH   SOLE   47,350 0 0
Air Transport Services Group COM 00922R105 20,769 851,183 SH   SOLE   395,969 0 455,620
Allstate Corp COM 020002101 22,071 217,040 SH   SOLE   80,277 0 136,884
Alphabet Inc Cl A CAP STK CL A 02079K305 636 587 SH   SOLE   15 0 572
Alphabet Inc Cl C CAP STK CL C 02079K107 14,178 13,117 SH   SOLE   4,624 0 8,500
Amazon.com Inc COM 023135106 970 512 SH   SOLE   16 0 496
American Water Works Co COM 030420103 285 2,460 SH   SOLE   0 0 2,460
Amgen Inc COM 031162100 201 1,090 SH   SOLE   0 0 1,090
Apple Inc COM 037833100 24,871 125,661 SH   SOLE   37,920 0 87,798
Arconic Inc COM 03965L100 31,278 1,211,383 SH   SOLE   546,122 0 665,831
Atlantic Union Bankshares Corp COM 04911A107 3,456 97,829 SH   SOLE   94,754 0 3,075
Avnet Inc COM 053807103 15,555 343,615 SH   SOLE   162,955 0 180,836
Bank of America Corp COM 060505104 588 20,276 SH   SOLE   0 0 20,276
Becton Dickinson & Co COM 075887109 22,492 89,252 SH   SOLE   32,932 0 56,373
Berkshire Hathaway Cl B CL B NEW 084670702 595 2,791 SH   SOLE   0 0 2,791
Biogen Inc COM 09062x103 234 1,000 SH   SOLE   0 0 1,000
Boeing Co COM 097023105 619 1,700 SH   SOLE   0 0 1,700
CBS Corp Cl B CL B 124857202 14,899 298,578 SH   SOLE   107,796 0 190,945
CNA Financial Corp COM 126117100 16,713 355,065 SH   SOLE   167,287 0 187,950
Caesars Entertainment Corp COM 127686103 26,447 2,237,520 SH   SOLE   1,045,410 0 1,193,221
CarMax Inc COM 143130102 19,814 228,196 SH   SOLE   104,495 0 123,810
Centene Corp COM 15135B101 13,835 263,822 SH   SOLE   123,752 0 140,198
Chemical Financial Corp COM 163731102 7,562 183,949 SH   SOLE   126,745 0 57,325
Chevron Corp COM 166764100 17,206 138,267 SH   SOLE   53,252 0 85,093
Chubb Ltd COM H1467J104 898 6,095 SH   SOLE   0 0 6,095
Cisco Systems COM 17275r102 480 8,765 SH   SOLE   300 0 8,465
Citigroup Inc COM NEW 172967424 23,762 339,310 SH   SOLE   126,395 0 213,104
Coca-Cola Co COM 191216100 305 5,989 SH   SOLE   0 0 5,989
Comerica Inc COM 200340107 17,163 236,268 SH   SOLE   107,503 0 128,878
Constellation Brands CL A 21036p108 256 1,300 SH   SOLE   0 0 1,300
Costco Wholesale Corp COM 22160k105 211 800 SH   SOLE   0 0 800
Cypress Semiconductor Corp COM 232806109 9,771 439,339 SH   SOLE   198,259 0 241,278
Diamondback Energy Inc COM 25278X109 13,606 124,863 SH   SOLE   57,899 0 67,023
Discover Financial Services COM 254709108 18,100 233,283 SH   SOLE   87,736 0 145,683
Eaton Corp PLC SHS g29183103 16,863 202,480 SH   SOLE   74,132 0 128,459
Electronic Arts Inc COM 285512109 12,864 127,035 SH   SOLE   46,625 0 80,483
Eli Lilly & Co COM 532457108 252 2,273 SH   SOLE   0 0 2,273
Equifax Inc COM 294429105 216 1,600 SH   SOLE   0 0 1,600
Evercore Inc CLASS A 29977A105 1,915 21,620 SH   SOLE   21,620 0 0
Exxon Mobil Corp COM 30231g102 19,705 257,147 SH   SOLE   95,246 0 162,044
Facebook Inc Cl A CL A 30303M102 498 2,578 SH   SOLE   0 0 2,578
HCA Healthcare Inc COM 40412C101 22,081 163,358 SH   SOLE   61,283 0 102,170
HP Inc COM 40434L105 233 11,219 SH   SOLE   0 0 11,219
Harris Corp COM 413875105 19,917 105,307 SH   SOLE   46,158 0 59,205
Heartland Financial USA Inc COM 42234Q102 1,833 40,970 SH   SOLE   40,970 0 0
Hill Rom Hldgs Inc COM 431475102 2,537 24,250 SH   SOLE   24,250 0 0
HollyFrontier Corp COM 436106108 2,534 54,750 SH   SOLE   54,750 0 0
Huntington Bancshares Inc COM 446150104 218 15,764 SH   SOLE   0 0 15,764
Illinois Tool Works Inc COM 452308109 777 5,153 SH   SOLE   0 0 5,153
Intel Corp COM 458140100 478 9,977 SH   SOLE   350 0 9,627
International Business Machine COM 459200101 208 1,506 SH   SOLE   0 0 1,506
JPMorgan Chase & Co COM 46625H100 21,301 190,526 SH   SOLE   70,808 0 119,822
Johnson & Johnson COM 478160104 1,146 8,227 SH   SOLE   0 0 8,227
Lam Research Corp COM 512807108 19,843 105,637 SH   SOLE   39,492 0 66,206
Lincoln National Corp COM 534187109 2,570 39,870 SH   SOLE   33,920 0 5,950
MGM Growth Properties LLC Cl A CL A COM 55303A105 14,421 470,494 SH   SOLE   218,876 0 251,835
Macquarie Infrastructure Compa COM 55608B105 276 6,800 SH   SOLE   0 0 6,800
Marathon Oil Corp COM 565849106 10,788 759,162 SH   SOLE   358,917 0 400,596
Marvell Technology ORD G5876H105 2,114 88,550 SH   SOLE   87,850 0 700
Masco Corp COM 574599106 22,148 564,416 SH   SOLE   260,165 0 304,522
McDonalds Corp COM 580135101 218 1,050 SH   SOLE   0 0 1,050
Medtronic PLC SHS G5960L103 14,469 148,572 SH   SOLE   54,579 0 94,077
Merck & Co Inc COM 58933y105 291 3,468 SH   SOLE   0 0 3,468
Meredith Corp COM 589433101 602 10,925 SH   SOLE   200 0 10,725
Micron Technology Inc COM 595112103 12,022 311,538 SH   SOLE   105,847 0 205,856
Microsoft Corp COM 594918104 848 6,332 SH   SOLE   455 0 5,877
Mirage MGM COM 552953101 297 10,390 SH   SOLE   0 0 10,390
Mondelez International Inc CL A 609207105 16,765 311,038 SH   SOLE   111,507 0 199,706
Morgan Stanley COM NEW 617446448 17,270 394,201 SH   SOLE   141,949 0 252,467
Msci Inc COM 55354G100 258 1,080 SH   SOLE   0 0 1,080
Northrop Grumman Corp COM 666807102 240 744 SH   SOLE   0 0 744
OUTFRONT Media Inc. COM 69007j106 2,671 103,575 SH   SOLE   90,675 0 12,900
Old Line Bancshares Inc COM 67984M100 9,453 355,249 SH   SOLE   177,131 0 178,271
Oracle Corp COM 68389x105 205 3,600 SH   SOLE   0 0 3,600
Oshkosh Corp COM 688239201 2,972 35,600 SH   SOLE   34,700 0 900
PACCAR Inc COM 693718108 344 4,800 SH   SOLE   0 0 4,800
PNC Financial Services COM 693475105 19,471 141,837 SH   SOLE   51,306 0 90,611
PNM Resources Inc COM 69349H107 13,541 265,988 SH   SOLE   124,227 0 141,888
PepsiCo Inc COM 713448108 17,376 132,512 SH   SOLE   48,873 0 83,714
Pfizer Inc COM 717081103 675 15,576 SH   SOLE   300 0 15,276
Philip Morris Intl Inc COM 718172109 593 7,550 SH   SOLE   0 0 7,550
Phillips 66 COM 718546104 18,633 199,201 SH   SOLE   70,576 0 128,733
Procter & Gamble Co COM 742718109 338 3,085 SH   SOLE   0 0 3,085
RPM International Inc COM 749685103 12,667 207,282 SH   SOLE   104,114 0 103,260
Raymond James Financial Inc COM 754730109 17,657 208,832 SH   SOLE   100,231 0 108,703
Raytheon Co COM NEW 755111507 16,083 92,496 SH   SOLE   34,022 0 58,527
Reliance Steel & Aluminum Co COM 759509102 21,267 224,759 SH   SOLE   104,712 0 120,156
Republic Services Inc COM 760759100 2,969 34,273 SH   SOLE   32,900 0 1,373
STORE Capital Corp COM 862121100 16,269 490,184 SH   SOLE   226,037 0 264,387
ServiceMaster Global Holdings COM 81761R109 1,727 33,150 SH   SOLE   33,150 0 0
Southwest Airlines Co COM 844741108 15,209 299,508 SH   SOLE   111,860 0 187,817
Steris PLC SHS USD G8473T100 2,087 14,020 SH   SOLE   14,020 0 0
Stoneridge Inc COM 86183p102 14,743 467,301 SH   SOLE   227,726 0 239,782
Stryker Corp COM 863667101 2,843 13,830 SH   SOLE   0 0 13,830
Synovus Financial Corp COM NEW 87161C501 13,427 383,624 SH   SOLE   183,245 0 200,551
TCF Financial Corporation COM 872275102 3,506 168,640 SH   SOLE   1,050 0 167,590
TJX Cos Inc COM 872540109 254 4,800 SH   SOLE   0 0 4,800
Take-Two Interactive Software, COM 874054109 1,675 14,750 SH   SOLE   14,750 0 0
Thor Industries Inc COM 885160101 16,198 277,127 SH   SOLE   126,413 0 150,846
United Continental Holdings In COM 910047109 24,809 283,373 SH   SOLE   129,188 0 154,321
UnitedHealth Group Inc COM 91324p102 904 3,706 SH   SOLE   0 0 3,706
VICI Properties Inc COM 925652109 1,704 77,300 SH   SOLE   76,100 0 1,200
Varian Medical Sys COM 92220p105 272 2,000 SH   SOLE   0 0 2,000
Verizon Communications COM 92343v104 264 4,622 SH   SOLE   0 0 4,622
Visa Inc Cl A COM CL A 92826C839 207 1,191 SH   SOLE   172 0 1,019
Vishay Intertechnology Inc COM 928298108 2,306 139,600 SH   SOLE   136,900 0 2,700
WABCO Holdings Inc COM 92927K102 1,883 14,200 SH   SOLE   14,200 0 0
Walt Disney Co COM DISNEY 254687106 15,775 112,971 SH   SOLE   41,109 0 71,923
Waste Management Inc COM 94106l109 17,363 150,500 SH   SOLE   53,803 0 96,781
Wells Fargo & Co COM 949746101 263 5,550 SH   SOLE   0 0 5,550
Welltower Inc COM 95040q104 19,158 234,981 SH   SOLE   84,425 0 150,689
Western Digital Corp COM 958102105 12,943 272,192 SH   SOLE   141,862 0 130,460
BNY Mellon Strategic Muni Bond COM 09662E109 226 28,525 SH   SOLE   0 0 28,525
BlackRock Muni Yield COM 09253W104 216 15,000 SH   SOLE   0 0 15,000
BlackRock Municipal Income Tru COM 09249N101 231 15,804 SH   SOLE   0 0 15,804
Invesco Adv Muni SH BEN INT 46132E103 220 20,000 SH   SOLE   0 0 20,000
Invesco ETF T S&P500 EQL WGT 46137V357 245 2,274 SH   SOLE   2,274 0 0
Invesco ETF T SR LN ETF 46138G508 2,907 128,275 SH   SOLE   4,300 0 123,975
SPDR S&P 500 ETF TR COM 46131M106 212 16,760 SH   SOLE   0 0 16,760
Nuveen Mun High Inc Opp F COM 670682103 191 13,709 SH   SOLE   0 0 13,709
Nuveen Select Mat Muni Fd SH BEN INT 67061T101 120 11,500 SH   SOLE   0 0 11,500
SPDR S&P 500 ETF TR TR UNIT 78462f103 4,319 14,741 SH   SOLE   0 0 14,741
SPDR S&P Midcap 400 ETF Trust UTSER1 S&PDCRP 78467Y107 230 650 SH   SOLE   0 0 650
Vanguard World Fds CONSUM DIS ETF 92204A108 282 1,573 SH   SOLE   0 0 1,573
Vanguard Tax Managed Intl Fd FTSE DEV MKT ETF 921943858 229 5,500 SH   SOLE   0 0 5,500
Vanguard Whitehall Fds Inc HIGH DIV YLD 921946406 274 3,132 SH   SOLE   0 0 3,132
Vanguard Scottsdale Fds VNG RUS1000GRW 92206c680 11,922 73,475 SH   SOLE   68,975 0 4,500
Vanguard Scottsdale Fds VNG RUS2000GRW 92206c623 1,864 12,710 SH   SOLE   12,710 0 0
Vanguard Scottdale Fds SHRT TRM CORP BD 92206C409 1,190 14,755 SH   SOLE   0 0 14,755
Vanguard Star Fd VG TL INTL STK F 921909768 638 12,100 SH   SOLE   9,100 0 3,000
iShares Tr CORE S&P US VLU 464287663 1,545 27,275 SH   SOLE   0 0 27,275
iShares Gold Tr ISHARES 464285105 176 13,000 SH   SOLE   0 0 13,000
iShares Tr MSCI EAFE ETF 464287465 808 12,286 SH   SOLE   0 0 12,286
iShares Tr MSCI EMG MKT ETF 464287234 751 17,504 SH   SOLE   0 0 17,504
iShares Tr RUS 1000 ETF 464287622 470 2,885 SH   SOLE   0 0 2,885
iShares Tr RUS 1000 VAL ETF 464287598 569 4,469 SH   SOLE   0 0 4,469
iShares Tr TIPS BD ETF 464287176 612 5,300 SH   SOLE   0 0 5,300
iShares Tr IBOXX HI YD ETF 464288513 980 11,240 SH   SOLE   2,550 0 8,690
HSBC Holdings PLC ADR A 1/40PF A 404280604 2,332 89,000 SH   SOLE   8,000 0 81,000
Wells Fargo Co New PERP PFD CNV A 949746804 5,181 3,798 SH   SOLE   140 0 3,658
Blackstone Group LP COM UNIT LTD 09253U108 2,539 57,165 SH   SOLE   300 0 56,865
Energy Transfer LP COM UT LTD PTN 29273V100 287 20,394 SH   SOLE   0 0 20,394
Enterprise Products Partners L COM 293792107 4,020 139,243 SH   SOLE   0 0 139,243
MPLX LP COM UNIT REP LTD 55336V100 1,378 42,800 SH   SOLE   0 0 42,800