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 8,564 113,101 SH   SOLE   99,859 0 13,242
ABM INDS INC COM 000957100 319 8,777 SH   SOLE   7,040 0 1,737
AMGEN INC COM 031162100 4,400 22,739 SH   SOLE   20,255 0 2,484
ANTHEM INC COM 036752103 1,494 6,221 SH   SOLE   5,455 0 766
APOGEE ENTERPRISES INC COM 037598109 253 6,500 SH   SOLE   5,203 0 1,297
APPLE INC COM 037833100 221 986 SH   SOLE   986 0 0
APPLIED MATLS INC COM 038222105 1,704 34,147 SH   SOLE   30,402 0 3,745
APTIV PLC SHS G6095L109 1,598 18,276 SH   SOLE   16,024 0 2,252
ARCHER DANIELS MIDLAND CO COM 039483102 5,767 140,415 SH   SOLE   123,908 0 16,507
AT&T INC COM 00206R102 218 5,767 SH   SOLE   5,767 0 0
BANK AMER CORP COM 060505104 3,749 128,531 SH   SOLE   116,153 0 12,378
BANK OZK COM 06417N103 216 7,924 SH   SOLE   6,136 0 1,788
BELDEN INC COM 077454106 250 4,681 SH   SOLE   3,629 0 1,052
BLACKROCK INC COM 09247X101 5,937 13,323 SH   SOLE   11,765 0 1,558
BP PLC SPONSORED ADR 055622104 7,135 187,809 SH   SOLE   166,058 0 21,751
BRISTOL MYERS SQUIBB CO COM 110122108 5,100 100,563 SH   SOLE   89,376 0 11,187
BRUNSWICK CORP COM 117043109 272 5,212 SH   SOLE   4,257 0 955
CARNIVAL CORP UNIT 99/99/9999 143658300 3,772 86,294 SH   SOLE   76,467 0 9,827
CATHAY GEN BANCORP COM 149150104 556 16,000 SH   SOLE   16,000 0 0
CBS CORP NEW CL B 124857202 2,731 67,652 SH   SOLE   61,310 0 6,342
CENTRAL GARDEN & PET CO COM 153527106 389 13,306 SH   SOLE   10,735 0 2,571
CISCO SYS INC COM 17275R102 3,913 79,194 SH   SOLE   70,050 0 9,144
CITIGROUP INC COM NEW 172967424 3,730 54,000 SH   SOLE   48,916 0 5,084
CITIZENS FINL GROUP INC COM 174610105 5,636 159,344 SH   SOLE   140,643 0 18,701
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,410 23,396 SH   SOLE   20,457 0 2,939
COMCAST CORP NEW CL A 20030N101 2,291 50,825 SH   SOLE   44,723 0 6,102
CONNECTONE BANCORP INC NEW COM 20786W107 325 14,638 SH   SOLE   11,884 0 2,754
CVS HEALTH CORP COM 126650100 8,216 130,264 SH   SOLE   115,482 0 14,782
DOW INC COM 260557103 3,662 76,855 SH   SOLE   67,995 0 8,860
EAST WEST BANCORP INC COM 27579R104 231 5,218 SH   SOLE   4,242 0 976
ELECTRONIC ARTS INC COM 285512109 1,679 17,168 SH   SOLE   15,042 0 2,126
ENERSYS COM 29275Y102 316 4,789 SH   SOLE   4,004 0 785
FEDEX CORP COM 31428X106 3,376 23,191 SH   SOLE   20,979 0 2,212
GENERAL DYNAMICS CORP COM 369550108 3,011 16,480 SH   SOLE   14,961 0 1,519
GENERAL ELECTRIC CO COM 369604103 590 66,023 SH   SOLE   62,339 0 3,684
GENERAL MTRS CO COM 37045V100 4,047 107,973 SH   SOLE   96,174 0 11,799
GILEAD SCIENCES INC COM 375558103 5,735 90,485 SH   SOLE   80,304 0 10,181
GLOBUS MED INC CL A 379577208 318 6,229 SH   SOLE   4,805 0 1,424
GOLDMAN SACHS GROUP INC COM 38141G104 1,513 7,301 SH   SOLE   6,422 0 879
GRANITE CONSTR INC COM 387328107 273 8,509 SH   SOLE   6,945 0 1,564
HANESBRANDS INC COM 410345102 256 16,741 SH   SOLE   13,585 0 3,156
HERITAGE COMMERCE CORP COM 426927109 237 20,198 SH   SOLE   16,463 0 3,735
HUBBELL INC COM 443510607 218 1,662 SH   SOLE   1,280 0 382
HUNTINGTON BANCSHARES INC COM 446150104 5,919 414,812 SH   SOLE   365,446 0 49,366
INGREDION INC COM 457187102 214 2,619 SH   SOLE   2,016 0 603
INTEGER HLDGS CORP COM 45826H109 290 3,834 SH   SOLE   3,103 0 731
INTERPUBLIC GROUP COS INC COM 460690100 6,098 282,856 SH   SOLE   250,257 0 32,599
INTL PAPER CO COM 460146103 5,851 139,920 SH   SOLE   123,590 0 16,330
INVESCO EXCHNG TRADED FD TR VAR RATE PFD 46138G870 882 34,703 SH   SOLE   34,018 0 685
INVESCO LTD SHS G491BT108 6,997 413,029 SH   SOLE   364,462 0 48,567
ISHARES TR IBOXX INV CP ETF 464287242 1,057 8,290 SH   SOLE   7,844 0 446
ISHARES TR PFD AND INCM SEC 464288687 5,861 156,173 SH   SOLE   136,639 0 19,534
JOHNSON & JOHNSON COM 478160104 5,047 39,006 SH   SOLE   34,505 0 4,501
KELLY SVCS INC CL A 488152208 260 10,750 SH   SOLE   8,813 0 1,937
KEMET CORP COM NEW 488360207 248 13,651 SH   SOLE   10,538 0 3,113
KRAFT HEINZ CO COM 500754106 2,615 93,625 SH   SOLE   82,934 0 10,691
KROGER CO COM 501044101 7,603 294,909 SH   SOLE   263,022 0 31,887
LANDEC CORP COM 514766104 200 18,371 SH   SOLE   14,418 0 3,953
MEDIFAST INC COM 58470H101 320 3,084 SH   SOLE   2,515 0 569
METHODE ELECTRS INC COM 591520200 243 7,219 SH   SOLE   5,587 0 1,632
METLIFE INC COM 59156R108 5,251 111,352 SH   SOLE   97,807 0 13,545
MICROSOFT CORP COM 594918104 5,695 40,963 SH   SOLE   36,308 0 4,655
MKS INSTRUMENT INC COM 55306N104 339 3,675 SH   SOLE   2,999 0 676
MOLSON COORS BREWING CO CL B 60871R209 6,930 120,521 SH   SOLE   106,354 0 14,167
MYLAN N V SHS EURO N59465109 1,478 74,704 SH   SOLE   65,440 0 9,264
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 1,650 31,879 SH   SOLE   27,895 0 3,984
NUCOR CORP COM 670346105 5,092 100,012 SH   SOLE   88,343 0 11,669
NXP SEMICONDUCTORS N V COM N6596X109 1,947 17,846 SH   SOLE   15,622 0 2,224
OCCIDENTAL PETE CORP COM 674599105 6,684 150,296 SH   SOLE   132,725 0 17,571
PACWEST BANCORP DEL COM 695263103 252 6,944 SH   SOLE   5,605 0 1,339
PENTAIR PLC SHS G7S00T104 2,813 74,412 SH   SOLE   67,311 0 7,101
PHOTRONICS INC COM 719405102 321 29,506 SH   SOLE   24,128 0 5,378
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 5,849 57,496 SH   SOLE   51,123 0 6,373
PREFERRED BK LOS ANGELES CA COM NEW 740367404 244 4,654 SH   SOLE   3,548 0 1,106
PRUDENTIAL FINL INC COM 744320102 8,364 92,988 SH   SOLE   82,055 0 10,933
QUANTA SVCS INC COM 74762E102 332 8,786 SH   SOLE   7,151 0 1,635
RAYTHEON CO COM NEW 755111507 2,891 14,735 SH   SOLE   13,367 0 1,368
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 273 3,845 SH   SOLE   3,845 0 0
SERVICE CORP INTL COM 817565104 452 9,463 SH   SOLE   7,735 0 1,728
SERVICE PPTYS TR COM SH BEN INT 81761L102 2,891 112,080 SH   SOLE   96,129 0 15,951
SIMON PPTY GROUP INC NEW COM 828806109 5,662 36,375 SH   SOLE   32,149 0 4,226
SKYWORKS SOLUTIONS INC COM 83088M102 2,992 37,756 SH   SOLE   34,092 0 3,664
SNAP ON INC COM 833034101 1,627 10,392 SH   SOLE   9,093 0 1,299
SOUTHWEST AIRLS CO COM 844741108 1,648 30,507 SH   SOLE   26,722 0 3,785
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,255 4,229 SH   SOLE   4,058 0 171
SPDR SERIES TRUST BLOOMBERG BRCLYS 78468R622 5,022 46,183 SH   SOLE   40,033 0 6,150
SPDR SERIES TRUST SPDR BLOOMBERG 78468R663 14,583 159,215 SH   SOLE   138,257 0 20,958
STERLING BANCORP DEL COM 85917A100 261 13,033 SH   SOLE   10,482 0 2,551
SYKES ENTERPRISES INC COM 871237103 225 7,337 SH   SOLE   5,772 0 1,565
THOR INDS INC COM 885160101 208 3,671 SH   SOLE   2,964 0 707
TIMKEN CO COM 887389104 264 6,079 SH   SOLE   4,707 0 1,372
TYSON FOODS INC CL A 902494103 3,346 38,842 SH   SOLE   34,987 0 3,855
ULTRA CLEAN HLDGS INC COM 90385V107 232 15,823 SH   SOLE   12,092 0 3,731
UNITEDHEALTH GROUP INC COM 91324P102 2,910 13,390 SH   SOLE   12,179 0 1,211
US BANCORP DEL COM NEW 902973304 4,444 80,297 SH   SOLE   71,350 0 8,947
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1,554 17,031 SH   SOLE   15,224 0 1,807
VERINT SYS INC COM 92343X100 264 6,166 SH   SOLE   4,770 0 1,396
VISHAY INTERTECHNOLOGY INC COM 928298108 219 12,942 SH   SOLE   9,999 0 2,943
WELLS FARGO CO NEW COM 949746101 7,120 141,159 SH   SOLE   124,738 0 16,421
WESTROCK CO COM 96145D105 244 6,690 SH   SOLE   5,432 0 1,258
WOLVERINE WORLD WIDE INC COM 978097103 268 9,491 SH   SOLE   7,316 0 2,175