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 6,191 65,463 SH   SOLE   57,256 0 8,207
ABM INDS INC COM 000957100 283 8,786 SH   SOLE   6,808 0 1,978
AMN HEALTHCARE SERVICES INC COM 001744101 200 3,665 SH   SOLE   2,814 0 851
APOGEE ENTERPRISES INC COM 037598109 271 6,559 SH   SOLE   4,991 0 1,568
APPLE INC COM 037833100 3,049 13,507 SH   SOLE   12,412 0 1,095
APPLIED MATLS INC COM 038222105 1,653 42,758 SH   SOLE   37,941 0 4,817
APTIV PLC SHS g6095l109 1,788 21,317 SH   SOLE   18,950 0 2,367
ARRIS INTL INC SHS g0551a103 232 8,938 SH   SOLE   7,002 0 1,936
AT&T INC COM 00206r102 6,652 198,096 SH   SOLE   170,744 0 27,352
BANK AMER CORP COM 060505104 3,379 114,689 SH   SOLE   104,181 0 10,508
BANK OZK COM 06417n103 229 6,024 SH   SOLE   4,648 0 1,376
BELDEN INC COM 077454106 276 3,867 SH   SOLE   2,919 0 948
BP PLC SPONSORED ADR 055622104 7,666 166,286 SH   SOLE   145,972 0 20,314
BRUNSWICK CORP COM 117043109 328 4,888 SH   SOLE   3,830 0 1,058
CARNIVAL CORP UNIT 99/99/9999 143658300 4,580 71,822 SH   SOLE   62,271 0 9,551
CARRIAGE SVCS INC COM 143905107 240 11,153 SH   SOLE   8,956 0 2,197
CATHAY GEN BANCORP COM 149150104 754 18,204 SH   SOLE   18,204 0 0
CBS CORP NEW CL B 124857202 4,573 79,607 SH   SOLE   72,226 0 7,381
CISCO SYS INC COM 17275r102 6,614 135,958 SH   SOLE   117,044 0 18,914
CITIGROUP INC COM NEW 172967424 3,240 45,167 SH   SOLE   40,838 0 4,329
CITIZENS FINL GROUP INC COM 174610105 1,991 51,624 SH   SOLE   45,798 0 5,826
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,179 28,243 SH   SOLE   24,902 0 3,341
COMCAST CORP NEW CL A 20030n101 2,301 64,975 SH   SOLE   57,475 0 7,500
CONNECTONE BANCORP INC NEW COM 20786w107 327 13,761 SH   SOLE   10,762 0 2,999
CVS HEALTH CORP COM 126650100 6,584 83,641 SH   SOLE   72,667 0 10,974
DOWDUPONT INC COM 26078j100 4,007 62,310 SH   SOLE   53,846 0 8,464
EAST WEST BANCORP INC COM 27579r104 273 4,518 SH   SOLE   3,490 0 1,028
ELECTRONICS FOR IMAGING INC COM 286082102 282 8,276 SH   SOLE   6,229 0 2,047
ENERSYS COM 29275y102 335 3,851 SH   SOLE   3,033 0 818
FEDEX CORP COM 31428x106 5,052 20,983 SH   SOLE   19,037 0 1,946
FIRST HORIZON NATL CORP COM 320517105 270 15,659 SH   SOLE   12,222 0 3,437
FORD MTR CO DEL COM PAR $0.01 345370860 3,325 359,435 SH   SOLE   314,682 0 44,753
FORMFACTOR INC COM 346375108 241 17,527 SH   SOLE   12,958 0 4,569
FORTUNE BRANDS HOME & SEC IN COM 34964c106 240 4,584 SH   SOLE   3,462 0 1,122
GENERAL ELECTRIC CO COM 369604103 2,120 187,810 SH   SOLE   163,005 0 24,805
GENERAL MTRS CO COM 37045v100 3,418 101,522 SH   SOLE   87,903 0 13,619
GILEAD SCIENCES INC COM 375558103 7,142 92,498 SH   SOLE   80,695 0 11,803
GOLDMAN SACHS GROUP INC COM 38141g104 1,959 8,734 SH   SOLE   7,719 0 1,015
GRANITE CONSTR INC COM 387328107 312 6,820 SH   SOLE   5,327 0 1,493
HANESBRANDS INC COM 410345102 362 19,645 SH   SOLE   15,339 0 4,306
HERITAGE COMMERCE CORP COM 426927109 276 18,477 SH   SOLE   14,311 0 4,166
HOSPITALITY PPTYS TR COM SH BEN INT 44106m102 3,163 109,670 SH   SOLE   91,233 0 18,437
HUNTINGTON BANCSHARES INC COM 446150104 6,577 440,829 SH   SOLE   384,727 0 56,102
INGREDION INC COM 457187102 211 2,012 SH   SOLE   1,574 0 438
INTEL CORP COM 458140100 6,186 130,816 SH   SOLE   113,824 0 16,992
INTERPUBLIC GROUP COS INC COM 460690100 7,127 311,635 SH   SOLE   273,314 0 38,321
INTL PAPER CO COM 460146103 5,562 113,166 SH   SOLE   98,829 0 14,337
INVESCO EXCHNG TRADED FD TR VAR RATE PFD 46138g870 867 34,823 SH   SOLE   34,138 0 685
INVESCO LTD SHS g491bt108 7,717 337,299 SH   SOLE   294,567 0 42,732
ISHARES TR IBOXX INV CP ETF 464287242 1,209 10,522 SH   SOLE   10,019 0 503
ISHARES TR S&P US PFD STK 464288687 5,497 148,047 SH   SOLE   125,604 0 22,443
JOHNSON & JOHNSON COM 478160104 4,479 32,418 SH   SOLE   28,169 0 4,249
JOHNSON CTLS INTL PLC SHS g51502105 6,357 181,640 SH   SOLE   158,573 0 23,067
KELLY SVCS INC CL A 488152208 256 10,668 SH   SOLE   8,404 0 2,264
KLA-TENCOR CORP COM 482480100 6,216 61,111 SH   SOLE   53,508 0 7,603
KROGER CO COM 501044101 3,995 137,222 SH   SOLE   124,330 0 12,892
LANDEC CORP COM 514766104 265 18,410 SH   SOLE   14,287 0 4,123
MATRIX SVC CO COM 576853105 234 9,489 SH   SOLE   7,261 0 2,228
METHODE ELECTRS INC COM 591520200 263 7,273 SH   SOLE   5,447 0 1,826
METLIFE INC COM 59156R108 5,513 117,997 SH   SOLE   102,738 0 15,259
MICROSOFT CORP COM 594918104 7,784 68,061 SH   SOLE   60,684 0 7,377
MKS INSTRUMENT INC COM 55306n104 245 3,056 SH   SOLE   2,395 0 661
MOLSON COORS BREWING CO CL B 60871r209 6,079 98,853 SH   SOLE   86,461 0 12,392
MYLAN N V SHS EURO n59465109 1,966 53,727 SH   SOLE   47,456 0 6,271
NORWEGIAN CRUISE LINE HLDG L SHS g66721104 2,286 39,801 SH   SOLE   35,345 0 4,456
NUCOR CORP COM 670346105 4,355 68,635 SH   SOLE   60,078 0 8,557
NXP SEMICONDUCTORS N V COM n6596x109 1,859 21,744 SH   SOLE   19,205 0 2,539
OCCIDENTAL PETE CORP DEL COM 674599105 4,363 53,103 SH   SOLE   46,749 0 6,354
ORACLE CORP COM 68389x105 4,108 79,670 SH   SOLE   72,738 0 6,932
OWENS CORNING NEW COM 690742101 272 5,018 SH   SOLE   3,901 0 1,117
PACWEST BANCORP DEL COM 695263103 287 6,018 SH   SOLE   4,577 0 1,441
PENTAIR PLC SHS g7s00t104 2,320 53,522 SH   SOLE   48,443 0 5,079
PHOTRONICS INC COM 719405102 257 26,107 SH   SOLE   20,524 0 5,583
PPG INDS INC COM 693506107 2,021 18,523 SH   SOLE   16,379 0 2,144
PREFERRED BK LOS ANGELES CA COM NEW 740367404 338 5,775 SH   SOLE   4,517 0 1,258
PROCTER AND GAMBLE CO COM 742718109 4,106 49,335 SH   SOLE   42,722 0 6,613
PRUDENTIAL FINL INC COM 744320102 9,116 89,969 SH   SOLE   78,565 0 11,404
QUANTA SVCS INC COM 74762e102 341 10,204 SH   SOLE   7,983 0 2,221
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 239 3,440 SH   SOLE   3,440 0 0
SERVICE CORP INTL COM 817565104 443 10,013 SH   SOLE   7,816 0 2,197
SKYWORKS SOLUTIONS INC COM 83088m102 1,835 20,230 SH   SOLE   17,773 0 2,457
SMUCKER J M CO COM NEW 832696405 6,204 60,463 SH   SOLE   52,798 0 7,665
SNAP ON INC COM 833034101 2,358 12,841 SH   SOLE   11,372 0 1,469
SOUTHWEST AIRLS CO COM 844741108 2,324 37,212 SH   SOLE   32,950 0 4,262
SPDR S&P 500 ETF TR TR UNIT 78462f103 1,501 5,162 SH   SOLE   4,407 0 755
SPDR SER TR SPDR BLOOMBERG 78468r663 6,917 75,529 SH   SOLE   62,743 0 12,786
SPDR SERIES TRUST BLOOMBERG BRCLYS 78464a417 5,154 142,980 SH   SOLE   119,518 0 23,462
STERLING BANCORP DEL COM 85917a100 259 11,774 SH   SOLE   9,133 0 2,641
SYKES ENTERPRISES INC COM 871237103 330 10,807 SH   SOLE   8,230 0 2,577
THOR INDS INC COM 885160101 223 2,659 SH   SOLE   2,057 0 602
TIMKEN CO COM 887389104 266 5,327 SH   SOLE   4,023 0 1,304
TOWER INTL INC COM 891826109 255 8,439 SH   SOLE   6,404 0 2,035
TYSON FOODS INC CL A 902494103 2,746 46,136 SH   SOLE   41,908 0 4,228
ULTRA CLEAN HLDGS INC COM 90385v107 128 10,209 SH   SOLE   8,093 0 2,116
UNITED CMNTY BKS BLAIRSVLE G COM 90984p303 214 7,679 SH   SOLE   5,925 0 1,754
UNITED PARCEL SERVICE INC CL B 911312106 4,183 35,831 SH   SOLE   29,739 0 6,092
UNITEDHEALTH GROUP INC COM 91324p102 3,930 14,772 SH   SOLE   13,416 0 1,356
US BANCORP DEL COM NEW 902973304 3,837 72,666 SH   SOLE   62,088 0 10,578
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206c409 5,546 70,959 SH   SOLE   61,538 0 9,421
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206c870 1,464 17,529 SH   SOLE   15,064 0 2,465
VISHAY INTERTECHNOLOGY INC COM 928298108 215 10,541 SH   SOLE   7,961 0 2,580
WALGREENS BOOTS ALLIANCE INC COM 931427108 4,392 60,248 SH   SOLE   54,480 0 5,768
WELLS FARGO CO NEW COM 949746101 7,493 142,564 SH   SOLE   124,704 0 17,860
WESTERN ALLIANCE BANCORP COM 957638109 232 4,076 SH   SOLE   3,044 0 1,032
WHIRLPOOL CORP COM 963320106 2,124 17,885 SH   SOLE   16,209 0 1,676
ZIMMER BIOMET HLDGS INC COM 98956p102 2,432 18,501 SH   SOLE   16,388 0 2,113