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 6,319 66,759 SH   SOLE   58,567 0 8,192
AMGEN INC COM 031162100 5,848 34,306 SH   SOLE   30,025 0 4,281
APOGEE ENTERPRISES INC COM 037598109 259 5,974 SH   SOLE   4,496 0 1,478
APPLE INC COM 037833100 4,581 27,305 SH   SOLE   25,055 0 2,250
APPLIED MATLS INC COM 038222105 2,405 43,244 SH   SOLE   38,585 0 4,659
APTIV PLC SHS g6095l109 4,946 58,210 SH   SOLE   53,196 0 5,014
ARRIS INTL INC SHS g0551a103 203 7,650 SH   SOLE   5,899 0 1,751
AT&T INC COM 00206r102 5,732 160,773 SH   SOLE   138,539 0 22,234
BANK AMER CORP COM 060505104 1,958 65,276 SH   SOLE   58,411 0 6,865
BANK OF THE OZARKS COM 063904106 243 5,040 SH   SOLE   3,822 0 1,218
BP PLC SPONSORED ADR 055622104 7,126 175,770 SH   SOLE   153,745 0 22,025
BRUNSWICK CORP COM 117043109 363 6,117 SH   SOLE   4,704 0 1,413
CAMBREX CORP COM 132011107 284 5,436 SH   SOLE   4,092 0 1,344
CAMPBELL SOUP CO COM 134429109 6,535 150,884 SH   SOLE   131,306 0 19,578
CARNIVAL CORP UNIT 99/99/9999 143658300 4,785 72,959 SH   SOLE   63,328 0 9,631
CARRIAGE SVCS INC COM 143905107 263 9,505 SH   SOLE   7,508 0 1,997
CATHAY GEN BANCORP COM 149150104 728 18,204 SH   SOLE   18,204 0 0
CBS CORP NEW CL B 124857202 3,838 74,686 SH   SOLE   68,230 0 6,456
CISCO SYS INC COM 17275r102 5,566 129,766 SH   SOLE   111,316 0 18,450
CITIGROUP INC COM NEW 172967424 3,103 45,972 SH   SOLE   42,057 0 3,915
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,415 29,994 SH   SOLE   26,805 0 3,189
COHU INC COM 192576106 253 11,084 SH   SOLE   8,246 0 2,838
COMCAST CORP NEW CL A 20030n101 1,840 53,838 SH   SOLE   48,014 0 5,824
CONNECTONE BANCORP INC NEW COM 20786w107 348 12,075 SH   SOLE   9,301 0 2,774
CUSTOMERS BANCORP INC COM 23204G100 355 12,182 SH   SOLE   9,307 0 2,875
CVS HEALTH CORP COM 126650100 5,122 82,338 SH   SOLE   71,591 0 10,747
DELPHI TECHNOLOGIES PLC SHS g2709g107 744 15,616 SH   SOLE   14,365 0 1,251
DOWDUPONT INC COM 26078j100 4,023 63,148 SH   SOLE   54,436 0 8,712
EAST WEST BANCORP INC COM 27579r104 265 4,238 SH   SOLE   3,285 0 953
EATON CORP PLC SHS G29183103 6,878 86,070 SH   SOLE   74,757 0 11,313
ELECTRONICS FOR IMAGING INC COM 286082102 237 8,666 SH   SOLE   6,619 0 2,047
ENERSYS COM 29275y102 228 3,294 SH   SOLE   2,527 0 767
FEDEX CORP COM 31428x106 5,154 21,465 SH   SOLE   19,619 0 1,846
FLIR SYS INC COM 302445101 231 4,611 SH   SOLE   3,536 0 1,075
FORD MTR CO DEL COM PAR $0.01 345370860 4,118 371,621 SH   SOLE   324,872 0 46,749
FORMFACTOR INC COM 346375108 226 16,545 SH   SOLE   12,316 0 4,229
GENERAL ELECTRIC CO COM 369604103 2,597 192,640 SH   SOLE   167,730 0 24,910
GENERAL MTRS CO COM 37045v100 3,745 103,057 SH   SOLE   89,305 0 13,752
GENTEX CORP COM 371901109 202 8,790 SH   SOLE   6,788 0 2,002
GENTHERM INC COM 37253a103 276 8,138 SH   SOLE   6,287 0 1,851
GILEAD SCIENCES INC COM 375558103 7,039 93,373 SH   SOLE   81,732 0 11,641
GOLDMAN SACHS GROUP INC COM 38141g104 2,223 8,825 SH   SOLE   7,884 0 941
HANESBRANDS INC COM 410345102 216 11,735 SH   SOLE   9,139 0 2,596
HELEN OF TROY CORP LTD COM g4388n106 222 2,557 SH   SOLE   1,965 0 592
HERITAGE COMMERCE CORP COM 426927109 309 18,765 SH   SOLE   14,599 0 4,166
HOSPITALITY PPTYS TR COM SH BEN INT 44106m102 2,836 111,925 SH   SOLE   92,338 0 19,587
HUNTINGTON BANCSHARES INC COM 446150104 6,864 454,594 SH   SOLE   396,800 0 57,794
INGREDION INC COM 457187102 223 1,730 SH   SOLE   1,337 0 393
INTEL CORP COM 458140100 6,756 129,724 SH   SOLE   112,370 0 17,354
INTERPUBLIC GROUP COS INC COM 460690100 7,336 318,553 SH   SOLE   280,161 0 38,392
INTL PAPER CO COM 460146103 5,976 111,839 SH   SOLE   98,000 0 13,839
ISHARES TR IBOXX INV CP ETF 464287242 1,197 10,194 SH   SOLE   9,989 0 205
ISHARES TR S&P US PFD STK 464288687 5,589 148,798 SH   SOLE   126,148 0 22,650
JOHNSON CTLS INTL PLC SHS g51502105 6,570 186,448 SH   SOLE   163,291 0 23,157
JUNIPER NETWORKS INC COM 48203r104 1,967 80,835 SH   SOLE   72,832 0 8,003
KELLY SVCS INC CL A 488152208 260 8,953 SH   SOLE   6,869 0 2,084
KLA-TENCOR CORP COM 482480100 6,879 63,104 SH   SOLE   55,260 0 7,844
KROGER CO COM 501044101 3,458 144,441 SH   SOLE   132,027 0 12,414
LANDEC CORP COM 514766104 215 16,494 SH   SOLE   12,701 0 3,793
MACYS INC COM 55616p104 1,878 63,164 SH   SOLE   50,627 0 12,537
METLIFE INC COM 59156R108 5,461 118,998 SH   SOLE   103,874 0 15,124
MICROSOFT CORP COM 594918104 6,642 72,772 SH   SOLE   64,023 0 8,749
MOLSON COORS BREWING CO CL B 60871r209 1,782 23,652 SH   SOLE   21,250 0 2,402
MYLAN N V SHS EURO n59465109 1,842 44,736 SH   SOLE   39,873 0 4,863
NORWEGIAN CRUISE LINE HLDGS SHS g66721104 2,182 41,196 SH   SOLE   36,843 0 4,353
NUCOR CORP COM 670346105 7,485 122,527 SH   SOLE   107,047 0 15,480
OCCIDENTAL PETE CORP DEL COM 674599105 6,000 92,365 SH   SOLE   80,712 0 11,653
ORACLE CORP COM 68389x105 3,529 77,133 SH   SOLE   70,910 0 6,223
PENTAIR PLC SHS g7s00t104 3,714 54,518 SH   SOLE   49,734 0 4,784
PFIZER INC COM 717081103 8,305 234,004 SH   SOLE   204,556 0 29,448
PHOTRONICS INC COM 719405102 342 41,422 SH   SOLE   31,174 0 10,248
POWERSHARES ETF TR II VAR RATE PFD POR 73937b597 720 28,622 SH   SOLE   28,622 0 0
PPG INDS INC COM 693506107 2,117 18,970 SH   SOLE   16,960 0 2,010
PREFERRED BK LOS ANGELES CA COM NEW 740367404 322 5,018 SH   SOLE   3,850 0 1,168
PROCTER AND GAMBLE CO COM 742718109 4,980 62,813 SH   SOLE   54,081 0 8,732
PRUDENTIAL FINL INC COM 744320102 9,142 88,283 SH   SOLE   77,206 0 11,077
QUANTA SVCS INC COM 74762e102 262 7,629 SH   SOLE   5,736 0 1,893
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 207 3,285 SH   SOLE   3,285 0 0
SKYWORKS SOLUTIONS INC COM 83088m102 2,013 20,081 SH   SOLE   17,853 0 2,228
SMUCKER J M CO COM NEW 832696405 7,096 57,223 SH   SOLE   50,104 0 7,119
SNAP ON INC COM 833034101 1,942 13,164 SH   SOLE   11,741 0 1,423
SOUTHWEST AIRLS CO COM 844741108 2,235 39,011 SH   SOLE   34,881 0 4,130
SPDR S&P 500 ETF TR TR UNIT 78462f103 1,195 4,542 SH   SOLE   3,787 0 755
SPDR SERIES TRUST BLOOMBERG BRCLYS 78464a417 4,260 118,819 SH   SOLE   100,517 0 18,302
STEELCASE INC CL A 858155203 1,091 80,241 SH   SOLE   72,967 0 7,274
STERLING BANCORP DEL COM 85917a100 228 10,128 SH   SOLE   7,687 0 2,441
SYKES ENTERPRISES INC COM 871237103 288 9,956 SH   SOLE   7,534 0 2,422
TARGET CORP COM 87612e106 4,107 59,157 SH   SOLE   50,359 0 8,798
TOWER INTL INC COM 891826109 214 7,705 SH   SOLE   5,805 0 1,900
TYSON FOODS INC CL A 902494103 3,454 47,188 SH   SOLE   43,191 0 3,997
UNITED CMNTY BKS BLAIRSVLE G COM 90984p303 224 7,077 SH   SOLE   5,473 0 1,604
UNITED PARCEL SERVICE INC CL B 911312106 3,803 36,340 SH   SOLE   29,861 0 6,479
UNITEDHEALTH GROUP INC COM 91324p102 3,353 15,668 SH   SOLE   14,363 0 1,305
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206c870 1,358 16,011 SH   SOLE   14,922 0 1,089
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206c409 5,530 70,509 SH   SOLE   61,378 0 9,131
WALGREENS BOOTS ALLIANCE INC COM 931427108 4,147 63,336 SH   SOLE   57,888 0 5,448
WELLS FARGO CO NEW COM 949746101 7,321 139,679 SH   SOLE   122,377 0 17,302
WELLTOWER INC COM 95040q104 4,240 77,891 SH   SOLE   67,394 0 10,497
WESTERN ALLIANCE BANCORP COM 957638109 216 3,717 SH   SOLE   2,765 0 952
WHIRLPOOL CORP COM 963320106 2,638 17,232 SH   SOLE   15,786 0 1,446
ZIMMER BIOMET HLDGS INC COM 98956p102 2,068 18,963 SH   SOLE   16,926 0 2,037