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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109   3,425,970 21,199 SH   SOLE   11,652 0 9,547
ABM INDS INC COM 000957100   1,020,283 22,969 SH   SOLE   22,969 0 0
ALBEMARLE CORP COM 012653101   984,978 4,542 SH   SOLE   3,920 0 622
ALLSTATE CORP COM 020002101   224,282 1,654 SH   SOLE   1,654 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104   462,577 16,191 SH   SOLE   16,191 0 0
ALPHABET INC CAP STK CL A 02079K305   2,040,760 23,130 SH   SOLE   21,580 0 1,550
ALTRIA GROUP INC COM 02209S103   2,162,997 47,320 SH   SOLE   21,693 0 25,627
AMDOCS LTD SHS G02602103   1,094,618 12,042 SH   SOLE   11,444 0 598
AMERICAN ELEC PWR CO INC COM 025537101   1,516,826 15,975 SH   SOLE   2,631 0 13,344
AMERIPRISE FINL INC COM 03076C106   239,755 770 SH   SOLE   770 0 0
AMERISOURCEBERGEN CORP COM 03073E105   509,558 3,075 SH   SOLE   3,075 0 0
AMGEN INC COM 031162100   1,227,054 4,672 SH   SOLE   4,403 0 269
AMN HEALTHCARE SVCS INC COM 001744101   781,432 7,600 SH   SOLE   7,600 0 0
ANTERO RESOURCES CORP COM 03674X106   206,053 6,649 SH   SOLE   6,649 0 0
APPFOLIO INC COM CL A 03783C100   651,565 6,183 SH   SOLE   6,183 0 0
APPLE INC COM 037833100   5,976,390 45,997 SH   SOLE   37,868 0 8,129
ARCH CAP GROUP LTD ORD G0450A105   235,488 3,751 SH   SOLE   3,751 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   303,248 3,266 SH   SOLE   3,266 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   711,623 3,970 SH   SOLE   3,970 0 0
ASPEN TECHNOLOGY INC COM 29109X106   303,992 1,480 SH   SOLE   1,480 0 0
ASSOCIATED BANC CORP COM 045487105   975,229 42,236 SH   SOLE   42,236 0 0
AT&T INC COM 00206R102   2,682,300 145,698 SH   SOLE   75,597 0 70,101
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205   931,795 9,244 SH   SOLE   9,244 0 0
AUTOZONE INC COM 053332102   873,028 354 SH   SOLE   354 0 0
BANK AMERICA CORP COM 060505104   3,462,597 104,547 SH   SOLE   55,334 0 49,213
BANK OF NT BUTTERFIELD&SON SHS NEW G0772R208   762,510 25,579 SH   SOLE   25,579 0 0
BELDEN INC COM 077454106   885,664 12,318 SH   SOLE   12,318 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   618,727 2,003 SH   SOLE   2,003 0 0
BEST BUY INC COM 086516101   2,552,683 31,825 SH   SOLE   17,100 0 14,725
BLOOMIN BRANDS INC COM 094235108   708,747 35,226 SH   SOLE   35,226 0 0
BOISE CASCADE CO DEL COM 09739D100   791,490 11,526 SH   SOLE   11,526 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   3,059,026 42,516 SH   SOLE   21,263 0 21,253
BROADCOM INC COM 11135F101   2,766,016 4,947 SH   SOLE   2,836 0 2,111
BUCKLE INC COM 118440106   951,806 20,988 SH   SOLE   20,988 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   1,126,122 17,357 SH   SOLE   17,357 0 0
BUNGE LIMITED COM G16962105   937,738 9,399 SH   SOLE   139 0 9,260
CADENCE DESIGN SYSTEM INC COM 127387108   404,492 2,518 SH   SOLE   2,518 0 0
CAPITAL ONE FINL CORP COM 14040H105   425,292 4,575 SH   SOLE   4,132 0 443
CATALYST PHARMACEUTICALS INC COM 14888U101   1,230,892 66,177 SH   SOLE   66,177 0 0
CATERPILLAR INC COM 149123101   1,818,500 7,591 SH   SOLE   985 0 6,606
CATHAY GEN BANCORP COM 149150104   951,835 23,335 SH   SOLE   23,335 0 0
CBRE GROUP INC CL A 12504L109   2,566,077 33,343 SH   SOLE   19,815 0 13,528
CELANESE CORP DEL COM 150870103   770,378 7,535 SH   SOLE   6,375 0 1,160
CENTENE CORP DEL COM 15135B101   223,805 2,729 SH   SOLE   2,729 0 0
CF INDS HLDGS INC COM 125269100   1,151,222 13,512 SH   SOLE   3,622 0 9,890
CHECK POINT SOFTWARE TECH LT ORD M22465104   428,439 3,396 SH   SOLE   3,396 0 0
CHEVRON CORP NEW COM 166764100   4,896,846 27,282 SH   SOLE   13,597 0 13,685
CIGNA CORP NEW COM 125523100   613,310 1,851 SH   SOLE   1,851 0 0
COHU INC COM 192576106   647,923 20,216 SH   SOLE   20,216 0 0
COMCAST CORP NEW CL A 20030N101   2,506,720 71,682 SH   SOLE   33,382 0 38,300
COMERICA INC COM 200340107   880,481 13,171 SH   SOLE   4,451 0 8,720
COMMERCIAL METALS CO COM 201723103   1,171,806 24,261 SH   SOLE   24,261 0 0
CONCENTRIX CORP COM 20602D101   1,367,021 10,266 SH   SOLE   5,246 0 5,020
CONOCOPHILLIPS COM 20825C104   2,410,032 20,424 SH   SOLE   5,994 0 14,430
CONSOLIDATED EDISON INC COM 209115104   281,165 2,950 SH   SOLE   2,950 0 0
CONSTELLATION ENERGY CORP COM 21037T109   845,720 9,810 SH   SOLE   5,415 0 4,395
COWEN INC CL A NEW 223622606   871,229 22,559 SH   SOLE   22,559 0 0
CUMMINS INC COM 231021106   213,215 880 SH   SOLE   880 0 0
CUSTOMERS BANCORP INC COM 23204G100   590,266 20,828 SH   SOLE   20,828 0 0
CVS HEALTH CORP COM 126650100   3,481,299 37,357 SH   SOLE   22,182 0 15,175
DARDEN RESTAURANTS INC COM 237194105   2,137,890 15,455 SH   SOLE   9,822 0 5,633
DARLING INGREDIENTS INC COM 237266101   218,940 3,498 SH   SOLE   3,498 0 0
DEERE & CO COM 244199105   2,770,647 6,462 SH   SOLE   3,225 0 3,237
DELL TECHNOLOGIES INC CL C 24703L202   1,436,377 35,713 SH   SOLE   19,763 0 15,950
DELTA AIR LINES INC DEL COM NEW 247361702   2,467,720 75,098 SH   SOLE   36,898 0 38,200
DICKS SPORTING GOODS INC COM 253393102   916,008 7,615 SH   SOLE   181 0 7,434
DISCOVER FINL SVCS COM 254709108   1,805,355 18,454 SH   SOLE   8,121 0 10,333
DTE ENERGY CO COM 233331107   202,152 1,720 SH   SOLE   1,720 0 0
EAST WEST BANCORP INC COM 27579R104   286,665 4,350 SH   SOLE   4,350 0 0
ELEVANCE HEALTH INC COM 036752103   333,943 651 SH   SOLE   622 0 29
ENCORE WIRE CORP COM 292562105   786,018 5,714 SH   SOLE   5,714 0 0
ENSIGN GROUP INC COM 29358P101   1,011,381 10,690 SH   SOLE   10,690 0 0
EXELON CORP COM 30161N101   2,085,156 48,234 SH   SOLE   21,101 0 27,133
EXXON MOBIL CORP COM 30231G102   559,000 5,068 SH   SOLE   5,068 0 0
FIRST FINL BANCORP OH COM 320209109   1,019,283 42,067 SH   SOLE   42,067 0 0
FORD MTR CO DEL COM 345370860   665,655 57,236 SH   SOLE   53,721 0 3,515
FOX CORP CL A COM 35137L105   470,249 15,484 SH   SOLE   15,484 0 0
FULLER H B CO COM 359694106   767,623 10,718 SH   SOLE   10,718 0 0
GEN DIGITAL INC COM 668771108   402,455 18,780 SH   SOLE   18,780 0 0
GENERAL DYNAMICS CORP COM 369550108   471,161 1,899 SH   SOLE   1,079 0 820
GILEAD SCIENCES INC COM 375558103   2,569,147 29,926 SH   SOLE   11,986 0 17,940
GOLDMAN SACHS GROUP INC COM 38141G104   1,797,251 5,234 SH   SOLE   1,643 0 3,591
GRAINGER W W INC COM 384802104   233,069 419 SH   SOLE   419 0 0
GRAY TELEVISION INC COM 389375106   483,419 43,201 SH   SOLE   43,201 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   1,089,294 19,144 SH   SOLE   19,144 0 0
HANCOCK WHITNEY CORPORATION COM 410120109   967,558 19,995 SH   SOLE   19,995 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   254,789 3,360 SH   SOLE   3,360 0 0
HCA HEALTHCARE INC COM 40412C101   254,838 1,062 SH   SOLE   1,052 0 10
HENRY SCHEIN INC COM 806407102   219,323 2,746 SH   SOLE   2,746 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   730,218 45,753 SH   SOLE   45,753 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   610,698 4,833 SH   SOLE   57 0 4,776
HOME DEPOT INC COM 437076102   685,100 2,169 SH   SOLE   2,149 0 20
HOPE BANCORP INC COM 43940T109   785,112 61,289 SH   SOLE   61,289 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   825,391 7,253 SH   SOLE   7,253 0 0
HOST HOTELS & RESORTS INC COM 44107P104   1,406,718 87,646 SH   SOLE   30,786 0 56,860
HP INC COM 40434L105   895,443 33,325 SH   SOLE   28,460 0 4,865
INSPIRE MED SYS INC COM 457730109   1,018,099 4,042 SH   SOLE   4,042 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   3,409,256 24,198 SH   SOLE   13,986 0 10,212
INTERPUBLIC GROUP COS INC COM 460690100   621,831 18,668 SH   SOLE   18,668 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   769,972 14,980 SH   SOLE   14,980 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108   766,867 61,894 SH   SOLE   61,894 0 0
ISHARES TR CORE US AGGBD ET 464287226   1,172,609 12,090 SH   SOLE   12,090 0 0
JABIL INC COM 466313103   1,394,281 20,444 SH   SOLE   19,531 0 913
JOHNSON CTLS INTL PLC SHS G51502105   240,000 3,750 SH   SOLE   3,750 0 0
JPMORGAN CHASE & CO COM 46625H100   2,975,545 22,189 SH   SOLE   18,580 0 3,609
KORN FERRY COM NEW 500643200   719,310 14,210 SH   SOLE   14,210 0 0
KRAFT HEINZ CO COM 500754106   1,124,736 27,628 SH   SOLE   26,144 0 1,484
KROGER CO COM 501044101   1,177,625 26,416 SH   SOLE   25,266 0 1,150
LAM RESEARCH CORP COM 512807108   786,381 1,871 SH   SOLE   1,758 0 113
LOWES COS INC COM 548661107   983,050 4,934 SH   SOLE   4,541 0 393
M D C HLDGS INC COM 552676108   476,876 15,091 SH   SOLE   15,091 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   1,153,740 49,200 SH   SOLE   49,200 0 0
MALIBU BOATS INC COM CL A 56117J100   608,793 11,422 SH   SOLE   11,422 0 0
MARATHON PETE CORP COM 56585A102   307,270 2,640 SH   SOLE   2,640 0 0
MARINEMAX INC COM 567908108   551,720 17,672 SH   SOLE   17,672 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107   466,624 3,467 SH   SOLE   1,927 0 1,540
MASCO CORP COM 574599106   355,019 7,607 SH   SOLE   6,893 0 714
MCKESSON CORP COM 58155Q103   1,141,115 3,042 SH   SOLE   3,042 0 0
MEDIFAST INC COM 58470H101   566,830 4,914 SH   SOLE   4,914 0 0
MERCK & CO INC COM 58933Y105   4,645,698 41,872 SH   SOLE   23,547 0 18,325
METHODE ELECTRS INC COM 591520200   889,264 20,042 SH   SOLE   20,042 0 0
METLIFE INC COM 59156R108   2,736,889 37,818 SH   SOLE   19,811 0 18,007
MICROSOFT CORP COM 594918104   4,333,068 18,068 SH   SOLE   16,998 0 1,070
MODERNA INC COM 60770K107   547,661 3,049 SH   SOLE   3,049 0 0
MONGODB INC CL A 60937P106   633,825 3,220 SH   SOLE   0 0 3,220
MORGAN STANLEY COM NEW 617446448   1,075,758 12,653 SH   SOLE   12,052 0 601
MRC GLOBAL INC COM 55345K103   737,241 63,665 SH   SOLE   63,665 0 0
MUELLER INDS INC COM 624756102   843,228 14,292 SH   SOLE   14,292 0 0
NEWMARK GROUP INC CL A 65158N102   443,244 55,614 SH   SOLE   55,614 0 0
NORTHROP GRUMMAN CORP COM 666807102   716,386 1,313 SH   SOLE   1,231 0 82
NRG ENERGY INC COM NEW 629377508   296,785 9,327 SH   SOLE   9,327 0 0
NUCOR CORP COM 670346105   1,272,626 9,655 SH   SOLE   1,265 0 8,390
OKTA INC CL A 679295105   1,011,284 14,800 SH   SOLE   2,490 0 12,310
OMNICOM GROUP INC COM 681919106   616,180 7,554 SH   SOLE   7,554 0 0
ON SEMICONDUCTOR CORP COM 682189105   554,594 8,892 SH   SOLE   8,892 0 0
ORACLE CORP COM 68389X105   1,258,959 15,402 SH   SOLE   5,472 0 9,930
OTTER TAIL CORP COM 689648103   659,196 11,228 SH   SOLE   11,228 0 0
OWENS & MINOR INC NEW COM 690732102   317,987 16,282 SH   SOLE   16,282 0 0
OWENS CORNING NEW COM 690742101   272,704 3,197 SH   SOLE   3,197 0 0
OXFORD INDS INC COM 691497309   919,780 9,871 SH   SOLE   9,871 0 0
PACCAR INC COM 693718108   1,696,742 17,144 SH   SOLE   6,041 0 11,103
PACIRA BIOSCIENCES INC COM 695127100   452,123 11,710 SH   SOLE   11,710 0 0
PARKER-HANNIFIN CORP COM 701094104   224,070 770 SH   SOLE   770 0 0
PFIZER INC COM 717081103   2,038,532 39,784 SH   SOLE   9,131 0 30,653
PHILIP MORRIS INTL INC COM 718172109   1,802,044 17,805 SH   SOLE   2,905 0 14,900
PHOTRONICS INC COM 719405102   815,666 48,465 SH   SOLE   48,465 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206   576,124 62,827 SH   SOLE   62,827 0 0
PPL CORP COM 69351T106   1,857,340 63,564 SH   SOLE   26,574 0 36,990
PROVIDENT FINL SVCS INC COM 74386T105   851,303 39,855 SH   SOLE   39,855 0 0
PULTE GROUP INC COM 745867101   1,709,925 37,556 SH   SOLE   17,561 0 19,995
QUALCOMM INC COM 747525103   1,689,008 15,363 SH   SOLE   9,624 0 5,739
QUEST DIAGNOSTICS INC COM 74834L100   246,393 1,575 SH   SOLE   1,575 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   270,365 2,679 SH   SOLE   2,643 0 36
REGAL REXNORD CORPORATION COM 758750103   803,266 6,695 SH   SOLE   95 0 6,600
REGIONS FINANCIAL CORP NEW COM 7591EP100   1,811,126 84,004 SH   SOLE   36,714 0 47,290
RPC INC COM 749660106   1,142,089 128,469 SH   SOLE   128,469 0 0
SABRA HEALTH CARE REIT INC COM 78573L106   410,190 33,000 SH   SOLE   33,000 0 0
SEAWORLD ENTMT INC COM 81282V100   708,847 13,247 SH   SOLE   13,247 0 0
SIMON PPTY GROUP INC NEW COM 828806109   560,145 4,768 SH   SOLE   3,358 0 1,410
SM ENERGY CO COM 78454L100   954,830 27,414 SH   SOLE   27,414 0 0
SMUCKER J M CO COM NEW 832696405   248,782 1,570 SH   SOLE   1,570 0 0
SNAP ON INC COM 833034101   205,413 899 SH   SOLE   899 0 0
SOUTHWEST GAS HLDGS INC COM 844895102   488,171 7,889 SH   SOLE   7,889 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   546,492 1,429 SH   SOLE   1,429 0 0
SYNOPSYS INC COM 871607107   415,716 1,302 SH   SOLE   1,302 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106   926,709 51,656 SH   SOLE   51,656 0 0
TAPESTRY INC COM 876030107   2,290,398 60,147 SH   SOLE   26,823 0 33,324
TARGET CORP COM 87612E106   2,312,654 15,517 SH   SOLE   9,163 0 6,354
TENET HEALTHCARE CORP COM NEW 88033G407   617,681 12,660 SH   SOLE   12,660 0 0
TORO CO COM 891092108   225,155 1,989 SH   SOLE   1,989 0 0
TRITON INTL LTD CL A G9078F107   1,139,272 16,564 SH   SOLE   16,564 0 0
TYSON FOODS INC CL A 902494103   1,773,254 28,486 SH   SOLE   15,261 0 13,225
ULTA BEAUTY INC COM 90384S303   840,573 1,792 SH   SOLE   1,792 0 0
ULTRA CLEAN HLDGS INC COM 90385V107   634,823 19,150 SH   SOLE   19,150 0 0
UNITED AIRLS HLDGS INC COM 910047109   200,564 5,320 SH   SOLE   5,320 0 0
UNITED RENTALS INC COM 911363109   3,329,930 9,369 SH   SOLE   5,740 0 3,629
UNITEDHEALTH GROUP INC COM 91324P102   4,806,612 9,066 SH   SOLE   5,223 0 3,843
UNUM GROUP COM 91529Y106   1,194,260 29,107 SH   SOLE   5,727 0 23,380
US BANCORP DEL COM NEW 902973304   383,681 8,798 SH   SOLE   4,858 0 3,940
VALERO ENERGY CORP COM 91913Y100   3,513,515 27,696 SH   SOLE   15,560 0 12,136
VERACYTE INC COM 92337F107   486,157 20,487 SH   SOLE   20,487 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   2,413,565 61,258 SH   SOLE   25,420 0 35,838
VISA INC COM CL A 92826C839   207,760 1,000 SH   SOLE   1,000 0 0
VISTA OUTDOOR INC COM 928377100   470,268 19,297 SH   SOLE   19,297 0 0
VMWARE INC CL A COM 928563402   433,466 3,531 SH   SOLE   3,531 0 0
WARRIOR MET COAL INC COM 93627C101   664,083 19,171 SH   SOLE   19,171 0 0
WASHINGTON FED INC COM 938824109   854,686 25,475 SH   SOLE   25,475 0 0
WELLS FARGO CO NEW COM 949746101   2,760,195 66,849 SH   SOLE   30,484 0 36,365
WORKIVA INC COM CL A 98139A105   699,386 8,329 SH   SOLE   8,329 0 0
XCEL ENERGY INC COM 98389B100   280,440 4,000 SH   SOLE   4,000 0 0
ZIONS BANCORPORATION N A COM 989701107   311,674 6,340 SH   SOLE   6,340 0 0