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
ABBOTT LABS COM 002824100 5,766 68,567 SH   SOLE 57,249 0 11,318
AGCO CORP COM 001084102 4,744 61,157 SH   SOLE 51,149 0 10,008
ALTRIA GROUP INC COM 02209S103 3,680 77,709 SH   SOLE 64,367 0 13,342
AMEREN CORP COM 023608102 3,985 53,055 SH   SOLE 44,405 0 8,650
AMERICAN INTL GROUP INC COM NEW 026874784 2,427 45,550 SH   SOLE 41,235 0 4,315
AMETEK INC NEW COM 031100100 4,015 44,203 SH   SOLE 40,015 0 4,188
ANTHEM INC COM 036752103 3,038 10,764 SH   SOLE 9,263 0 1,501
AT&T INC COM 00206R102 3,714 110,837 SH   SOLE 98,026 0 12,811
BAKER HUGHES A GE CO CL A 05722G100 3,314 134,570 SH   SOLE 112,397 0 22,173
BANK AMER CORP COM 060505104 8,752 301,795 SH   SOLE 242,348 0 59,447
BAXTER INTL INC COM 071813109 3,852 47,034 SH   SOLE 39,288 0 7,746
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,866 50,973 SH   SOLE 42,425 0 8,548
BLACKROCK INC COM 09247X101 3,549 7,562 SH   SOLE 6,846 0 716
BRIGHTHOUSE FINL INC COM 10922N103 3,621 98,703 SH   SOLE 82,531 0 16,172
BRISTOL MYERS SQUIBB CO COM 110122108 697 15,366 SH   SOLE 15,366 0 0
BROADCOM INC COM 11135F101 716 2,487 SH   SOLE 2,487 0 0
CHEVRON CORP NEW COM 166764100 8,517 68,439 SH   SOLE 57,201 0 11,238
CINEMARK HOLDINGS INC COM 17243V102 1,987 55,038 SH   SOLE 44,250 0 10,788
CISCO SYS INC COM 17275R102 3,515 64,226 SH   SOLE 56,834 0 7,392
CITIGROUP INC COM NEW 172967424 7,080 101,105 SH   SOLE 91,527 0 9,578
COMCAST CORP NEW CL A 20030N101 5,083 120,229 SH   SOLE 102,134 0 18,095
CONOCOPHILLIPS COM 20825C104 635 10,416 SH   SOLE 10,416 0 0
CUMMINS INC COM 231021106 2,806 16,376 SH   SOLE 13,150 0 3,226
DARDEN RESTAURANTS INC COM 237194105 626 5,141 SH   SOLE 5,141 0 0
DISCOVERY INC COM SER A 25470F104 4,568 148,799 SH   SOLE 124,544 0 24,255
DISNEY WALT CO COM DISNEY 254687106 1,883 13,487 SH   SOLE 11,919 0 1,568
DUKE ENERGY CORP NEW COM NEW 26441C204 5,022 56,909 SH   SOLE 51,518 0 5,391
EATON CORP PLC SHS G29183103 365 4,380 SH   SOLE 4,380 0 0
EXELON CORP COM 30161N101 4,631 96,604 SH   SOLE 80,846 0 15,758
EXXON MOBIL CORP COM 30231G102 8,365 109,165 SH   SOLE 87,668 0 21,497
FOOT LOCKER INC COM 344849104 1,770 42,216 SH   SOLE 33,942 0 8,274
FORD MTR CO DEL COM 345370860 1,859 181,677 SH   SOLE 151,924 0 29,753
GENERAL MTRS CO COM 37045V100 2,500 64,891 SH   SOLE 54,265 0 10,626
HEWLETT PACKARD ENTERPRISE C COM 42824C109 2,968 198,558 SH   SOLE 165,978 0 32,580
HOLOGIC INC COM 436440101 1,993 41,496 SH   SOLE 33,356 0 8,140
HONEYWELL INTL INC COM 438516106 3,856 22,084 SH   SOLE 18,440 0 3,644
HOST HOTELS & RESORTS INC COM 44107P104 4,035 221,435 SH   SOLE 178,014 0 43,421
INTEL CORP COM 458140100 2,258 47,164 SH   SOLE 41,712 0 5,452
JOHNSON & JOHNSON COM 478160104 5,834 41,889 SH   SOLE 37,047 0 4,842
JPMORGAN CHASE & CO COM 46625H100 10,261 91,780 SH   SOLE 77,338 0 14,442
KEURIG DR PEPPER INC COM 49271V100 2,377 82,242 SH   SOLE 66,116 0 16,126
KIMBERLY CLARK CORP COM 494368103 404 3,033 SH   SOLE 3,033 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 2,013 61,296 SH   SOLE 49,230 0 12,066
LEAR CORP COM NEW 521865204 2,056 14,766 SH   SOLE 12,278 0 2,488
LIBERTY PPTY TR SH BEN INT 531172104 2,872 57,400 SH   SOLE 51,961 0 5,439
LILLY ELI & CO COM 532457108 2,659 23,998 SH   SOLE 20,045 0 3,953
LINCOLN NATL CORP IND COM 534187109 3,259 50,565 SH   SOLE 42,224 0 8,341
LINDE PLC SHS G5494J103 3,634 18,096 SH   SOLE 14,551 0 3,545
LOWES COS INC COM 548661107 2,792 27,672 SH   SOLE 22,224 0 5,448
LPL FINL HLDGS INC COM 50212V100 4,733 58,022 SH   SOLE 48,485 0 9,537
MACYS INC COM 55616P104 2,387 111,225 SH   SOLE 89,419 0 21,806
MCDONALDS CORP COM 580135101 2,547 12,264 SH   SOLE 10,838 0 1,426
MEDTRONIC PLC SHS G5960L103 1,303 13,376 SH   SOLE 11,831 0 1,545
MERCK & CO INC COM 58933Y105 5,309 63,318 SH   SOLE 54,527 0 8,791
METLIFE INC COM 59156R108 5,676 114,275 SH   SOLE 95,605 0 18,670
MOLINA HEALTHCARE INC COM 60855R100 2,709 18,923 SH   SOLE 15,204 0 3,719
MONDELEZ INTL INC CL A 609207105 3,462 64,223 SH   SOLE 53,704 0 10,519
MORGAN STANLEY COM NEW 617446448 2,932 66,921 SH   SOLE 53,724 0 13,197
MOSAIC CO NEW COM 61945C103 3,290 131,459 SH   SOLE 105,659 0 25,800
NUCOR CORP COM 670346105 382 6,936 SH   SOLE 6,936 0 0
OCCIDENTAL PETE CORP COM 674599105 566 11,252 SH   SOLE 11,252 0 0
OGE ENERGY CORP COM 670837103 3,468 81,484 SH   SOLE 68,185 0 13,299
ORACLE CORP COM 68389X105 3,185 55,909 SH   SOLE 48,081 0 7,828
PFIZER INC COM 717081103 3,619 83,533 SH   SOLE 73,877 0 9,656
PHILLIPS 66 COM 718546104 3,782 40,437 SH   SOLE 32,463 0 7,974
PILGRIMS PRIDE CORP NEW COM 72147K108 2,042 80,417 SH   SOLE 64,634 0 15,783
POPULAR INC COM NEW 733174700 4,619 85,161 SH   SOLE 71,182 0 13,979
PPL CORP COM 69351T106 2,587 83,439 SH   SOLE 73,805 0 9,634
PROCTER AND GAMBLE CO COM 742718109 8,325 75,920 SH   SOLE 63,487 0 12,433
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 550 9,356 SH   SOLE 9,356 0 0
RAYTHEON CO COM NEW 755111507 3,092 17,781 SH   SOLE 14,283 0 3,498
RELIANCE STEEL & ALUMINUM CO COM 759509102 4,378 46,272 SH   SOLE 38,691 0 7,581
SLM CORP COM 78442P106 2,533 260,626 SH   SOLE 217,980 0 42,646
SNAP ON INC COM 833034101 3,678 22,205 SH   SOLE 18,519 0 3,686
STORE CAP CORP COM 862121100 4,262 128,425 SH   SOLE 107,420 0 21,005
TARGET CORP COM 87612E106 2,726 31,473 SH   SOLE 27,082 0 4,391
TEXTRON INC COM 883203101 2,850 53,728 SH   SOLE 44,907 0 8,821
THERMO FISHER SCIENTIFIC INC COM 883556102 2,445 8,325 SH   SOLE 6,691 0 1,634
UNITED CONTL HLDGS INC COM 910047109 3,522 40,227 SH   SOLE 33,637 0 6,590
VALERO ENERGY CORP NEW COM 91913Y100 3,375 39,419 SH   SOLE 32,917 0 6,502
VERINT SYS INC COM 92343X100 3,329 61,907 SH   SOLE 51,757 0 10,150
VERIZON COMMUNICATIONS INC COM 92343V104 8,039 140,709 SH   SOLE 117,683 0 23,026
VICI PPTYS INC COM 925652109 4,042 183,389 SH   SOLE 147,462 0 35,927
WALGREENS BOOTS ALLIANCE INC COM 931427108 4,374 80,013 SH   SOLE 72,433 0 7,580
WALMART INC COM 931142103 2,748 24,875 SH   SOLE 22,000 0 2,875
WELLS FARGO CO NEW COM 949746101 1,298 27,436 SH   SOLE 24,262 0 3,174
WESTROCK CO COM 96145D105 2,361 64,740 SH   SOLE 54,087 0 10,653
XEROX CORP COM NEW 984121608 4,123 116,450 SH   SOLE 97,360 0 19,090
ZIONS BANCORPORATION N A COM 989701107 3,063 66,619 SH   SOLE 53,489 0 13,130