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
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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   1,669,035 12,388 SH   SOLE   7,730 0 4,658
ABM INDS INC COM 000957100   827,069 19,392 SH   SOLE   19,392 0 0
ALBEMARLE CORP COM 012653101   1,291,691 5,790 SH   SOLE   3,168 0 2,622
ALBERTSONS COS INC COMMON STOCK 013091103   332,930 15,258 SH   SOLE   15,258 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104   523,127 15,949 SH   SOLE   15,949 0 0
ALPHABET INC CAP STK CL A 02079K305   1,653,895 13,817 SH   SOLE   12,488 0 1,329
ALTRIA GROUP INC COM 02209S103   1,806,066 39,869 SH   SOLE   23,804 0 16,065
AMDOCS LTD SHS G02602103   1,615,308 16,341 SH   SOLE   12,113 0 4,228
AMERICAN AIRLS GROUP INC COM 02376R102   257,977 14,380 SH   SOLE   14,380 0 0
AMERICAN ELEC PWR CO INC COM 025537101   839,390 9,969 SH   SOLE   2,631 0 7,338
AMERICAN TOWER CORP NEW COM 03027X100   558,353 2,879 SH   SOLE   2,014 0 865
AMERIPRISE FINL INC COM 03076C106   2,089,951 6,292 SH   SOLE   4,416 0 1,876
AMERISOURCEBERGEN CORP COM 03073E105   545,539 2,835 SH   SOLE   2,835 0 0
AMGEN INC COM 031162100   723,119 3,257 SH   SOLE   2,988 0 269
AMN HEALTHCARE SVCS INC COM 001744101   695,858 6,377 SH   SOLE   6,377 0 0
ANALOG DEVICES INC COM 032654105   480,012 2,464 SH   SOLE   0 0 2,464
APPLE INC COM 037833100   4,663,427 24,042 SH   SOLE   21,741 0 2,301
APPLIED MATLS INC COM 038222105   486,377 3,365 SH   SOLE   46 0 3,319
ARCHER DANIELS MIDLAND CO COM 039483102   428,879 5,676 SH   SOLE   5,676 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   687,257 17,483 SH   SOLE   17,483 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   739,772 3,077 SH   SOLE   3,077 0 0
ASSOCIATED BANC CORP COM 045487105   575,824 35,479 SH   SOLE   35,479 0 0
AT&T INC COM 00206R102   1,763,257 110,549 SH   SOLE   72,385 0 38,164
AUTOZONE INC COM 053332102   516,126 207 SH   SOLE   206 0 1
BANK AMERICA CORP COM 060505104   2,363,970 82,397 SH   SOLE   46,658 0 35,739
BANK NEW YORK MELLON CORP COM 064058100   388,437 8,725 SH   SOLE   8,725 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208   587,556 21,475 SH   SOLE   21,475 0 0
BELDEN INC COM 077454106   928,953 9,712 SH   SOLE   9,712 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   683,023 2,003 SH   SOLE   2,003 0 0
BEST BUY INC COM 086516101   1,885,506 23,008 SH   SOLE   13,613 0 9,395
BLOOMIN BRANDS INC COM 094235108   781,773 29,073 SH   SOLE   29,073 0 0
BOOKING HOLDINGS INC COM 09857L108   218,727 81 SH   SOLE   81 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,342,183 20,988 SH   SOLE   16,262 0 4,726
BROADCOM INC COM 11135F101   2,427,937 2,799 SH   SOLE   1,794 0 1,005
BUCKLE INC COM 118440106   651,345 18,825 SH   SOLE   18,825 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   1,465,944 10,779 SH   SOLE   10,779 0 0
BUNGE LIMITED COM G16962105   429,953 4,557 SH   SOLE   139 0 4,418
CADENCE DESIGN SYSTEM INC COM 127387108   590,521 2,518 SH   SOLE   2,518 0 0
CARDINAL HEALTH INC COM 14149Y108   699,061 7,392 SH   SOLE   7,392 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   324,109 6,520 SH   SOLE   6,520 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101   664,339 49,430 SH   SOLE   49,430 0 0
CATERPILLAR INC COM 149123101   1,530,185 6,219 SH   SOLE   3,093 0 3,126
CATHAY GEN BANCORP COM 149150104   607,522 18,873 SH   SOLE   18,873 0 0
CBRE GROUP INC CL A 12504L109   524,292 6,496 SH   SOLE   1,510 0 4,986
CELANESE CORP DEL COM 150870103   533,722 4,609 SH   SOLE   3,520 0 1,089
CHEVRON CORP NEW COM 166764100   295,503 1,878 SH   SOLE   862 0 1,016
CISCO SYS INC COM 17275R102   2,382,937 46,056 SH   SOLE   27,366 0 18,690
CNO FINL GROUP INC COM 12621E103   693,294 29,290 SH   SOLE   29,290 0 0
COHU INC COM 192576106   670,778 16,140 SH   SOLE   16,140 0 0
COMCAST CORP NEW CL A 20030N101   1,731,264 41,667 SH   SOLE   21,522 0 20,145
COMMERCIAL METALS CO COM 201723103   901,065 17,111 SH   SOLE   17,111 0 0
CONCENTRIX CORP COM 20602D101   357,884 4,432 SH   SOLE   4,432 0 0
CONSOLIDATED EDISON INC COM 209115104   645,456 7,140 SH   SOLE   2,590 0 4,550
CONSTELLATION ENERGY CORP COM 21037T109   572,096 6,249 SH   SOLE   5,268 0 981
CVS HEALTH CORP COM 126650100   2,045,833 29,594 SH   SOLE   19,397 0 10,197
DARDEN RESTAURANTS INC COM 237194105   1,700,373 10,177 SH   SOLE   7,476 0 2,701
DEERE & CO COM 244199105   1,562,007 3,855 SH   SOLE   2,231 0 1,624
DELL TECHNOLOGIES INC CL C 24703L202   885,510 16,365 SH   SOLE   3,665 0 12,700
DELTA AIR LINES INC DEL COM NEW 247361702   2,397,252 50,426 SH   SOLE   27,768 0 22,658
DICKS SPORTING GOODS INC COM 253393102   456,716 3,455 SH   SOLE   129 0 3,326
DISCOVER FINL SVCS COM 254709108   1,763,617 15,093 SH   SOLE   8,640 0 6,453
EASTMAN CHEM CO COM 277432100   213,319 2,548 SH   SOLE   2,548 0 0
EBAY INC. COM 278642103   539,632 12,075 SH   SOLE   12,075 0 0
ELEVANCE HEALTH INC COM 036752103   290,566 654 SH   SOLE   625 0 29
ENCORE WIRE CORP COM 292562105   890,605 4,790 SH   SOLE   4,790 0 0
ENSIGN GROUP INC COM 29358P101   743,061 7,784 SH   SOLE   7,784 0 0
ENTERGY CORP NEW COM 29364G103   218,109 2,240 SH   SOLE   2,240 0 0
EXELON CORP COM 30161N101   873,099 21,431 SH   SOLE   16,391 0 5,040
EXXON MOBIL CORP COM 30231G102   2,434,790 22,702 SH   SOLE   17,806 0 4,896
FEDERATED HERMES INC CL B 314211103   577,006 16,095 SH   SOLE   16,095 0 0
FIRST FINL BANCORP OH COM 320209109   662,031 32,389 SH   SOLE   32,389 0 0
FIRST HORIZON CORPORATION COM 320517105   238,879 21,196 SH   SOLE   21,196 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   220,448 878 SH   SOLE   878 0 0
FLEX LTD ORD Y2573F102   911,457 32,976 SH   SOLE   32,976 0 0
FULLER H B CO COM 359694106   648,882 9,074 SH   SOLE   9,074 0 0
GEN DIGITAL INC COM 668771108   561,638 30,277 SH   SOLE   30,277 0 0
GENCO SHIPPING & TRADING LTD SHS Y2685T131   537,026 38,277 SH   SOLE   38,277 0 0
GENERAL DYNAMICS CORP COM 369550108   408,570 1,899 SH   SOLE   1,079 0 820
GENERAL MTRS CO COM 37045V100   679,928 17,633 SH   SOLE   15,872 0 1,761
GILEAD SCIENCES INC COM 375558103   1,528,992 19,839 SH   SOLE   11,664 0 8,175
GOLDMAN SACHS GROUP INC COM 38141G104   1,230,813 3,816 SH   SOLE   1,550 0 2,266
GRAINGER W W INC COM 384802104   327,265 415 SH   SOLE   415 0 0
GRAY TELEVISION INC COM 389375106   281,284 35,696 SH   SOLE   35,696 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   583,829 16,186 SH   SOLE   16,186 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   399,279 5,544 SH   SOLE   5,544 0 0
HCA HEALTHCARE INC COM 40412C101   322,296 1,062 SH   SOLE   1,052 0 10
HENRY SCHEIN INC COM 806407102   222,701 2,746 SH   SOLE   2,746 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   768,650 45,753 SH   SOLE   45,753 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   308,275 2,118 SH   SOLE   0 0 2,118
HOPE BANCORP INC COM 43940T109   433,386 51,471 SH   SOLE   51,471 0 0
HOST HOTELS & RESORTS INC COM 44107P104   903,232 53,668 SH   SOLE   23,186 0 30,482
HP INC COM 40434L105   318,156 10,360 SH   SOLE   5,495 0 4,865
INSPIRE MED SYS INC COM 457730109   901,201 2,776 SH   SOLE   2,776 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   2,415,137 18,049 SH   SOLE   12,167 0 5,882
INTERPUBLIC GROUP COS INC COM 460690100   897,911 23,274 SH   SOLE   23,274 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   779,606 12,550 SH   SOLE   12,550 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108   539,799 50,733 SH   SOLE   50,733 0 0
ISHARES TR CORE US AGGBD ET 464287226   1,184,216 12,090 SH   SOLE   12,090 0 0
JABIL INC COM 466313103   1,962,167 18,180 SH   SOLE   17,478 0 702
JOHNSON & JOHNSON COM 478160104   866,994 5,238 SH   SOLE   2,608 0 2,630
JOHNSON CTLS INTL PLC SHS G51502105   217,367 3,190 SH   SOLE   3,190 0 0
JPMORGAN CHASE & CO COM 46625H100   3,759,188 25,847 SH   SOLE   14,933 0 10,914
KORN FERRY COM NEW 500643200   584,919 11,807 SH   SOLE   11,807 0 0
KRAFT HEINZ CO COM 500754106   726,401 20,462 SH   SOLE   18,978 0 1,484
KROGER CO COM 501044101   2,180,800 46,400 SH   SOLE   30,294 0 16,106
LAM RESEARCH CORP COM 512807108   779,789 1,213 SH   SOLE   1,100 0 113
LANTHEUS HLDGS INC COM 516544103   557,564 6,644 SH   SOLE   6,644 0 0
LENNAR CORP CL A 526057104   337,710 2,695 SH   SOLE   2,695 0 0
LOWES COS INC COM 548661107   839,378 3,719 SH   SOLE   3,360 0 359
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   206,158 2,245 SH   SOLE   2,231 0 14
M D C HLDGS INC COM 552676108   595,756 12,738 SH   SOLE   12,738 0 0
MALIBU BOATS INC COM CL A 56117J100   571,583 9,744 SH   SOLE   9,744 0 0
MARATHON PETE CORP COM 56585A102   1,061,410 9,103 SH   SOLE   7,433 0 1,670
MARINEMAX INC COM 567908108   507,037 14,843 SH   SOLE   14,843 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107   425,470 3,467 SH   SOLE   1,927 0 1,540
MCKESSON CORP COM 58155Q103   742,665 1,738 SH   SOLE   1,738 0 0
MEDIFAST INC COM 58470H101   360,253 3,909 SH   SOLE   3,909 0 0
MERCK & CO INC COM 58933Y105   2,825,670 24,488 SH   SOLE   17,363 0 7,125
META PLATFORMS INC CL A 30303M102   2,423,833 8,446 SH   SOLE   3,928 0 4,518
METHODE ELECTRS INC COM 591520200   517,817 15,448 SH   SOLE   15,448 0 0
METLIFE INC COM 59156R108   1,526,367 27,001 SH   SOLE   15,309 0 11,692
MICROSOFT CORP COM 594918104   3,942,432 11,577 SH   SOLE   10,558 0 1,019
MORGAN STANLEY COM NEW 617446448   676,539 7,922 SH   SOLE   7,351 0 571
MRC GLOBAL INC COM 55345K103   549,973 54,615 SH   SOLE   54,615 0 0
MUELLER INDS INC COM 624756102   1,016,288 11,644 SH   SOLE   11,644 0 0
NEWMARK GROUP INC CL A 65158N102   341,123 54,843 SH   SOLE   54,843 0 0
NRG ENERGY INC COM NEW 629377508   213,086 5,699 SH   SOLE   5,699 0 0
NUCOR CORP COM 670346105   807,110 4,922 SH   SOLE   1,265 0 3,657
OKTA INC CL A 679295105   374,490 5,400 SH   SOLE   2,817 0 2,583
OMNICOM GROUP INC COM 681919106   881,945 9,269 SH   SOLE   9,269 0 0
ON SEMICONDUCTOR CORP COM 682189105   905,414 9,573 SH   SOLE   9,573 0 0
ORACLE CORP COM 68389X105   1,345,955 11,302 SH   SOLE   4,792 0 6,510
OTTER TAIL CORP COM 689648103   875,903 11,093 SH   SOLE   11,093 0 0
OWENS & MINOR INC NEW COM 690732102   306,335 16,089 SH   SOLE   16,089 0 0
OXFORD INDS INC COM 691497309   815,902 8,290 SH   SOLE   8,290 0 0
PACCAR INC COM 693718108   1,483,533 17,735 SH   SOLE   8,884 0 8,851
PACIRA BIOSCIENCES INC COM 695127100   390,482 9,745 SH   SOLE   9,745 0 0
PARKER-HANNIFIN CORP COM 701094104   292,920 751 SH   SOLE   751 0 0
PBF ENERGY INC CL A 69318G106   1,037,829 25,350 SH   SOLE   25,350 0 0
PHILIP MORRIS INTL INC COM 718172109   1,896,269 19,425 SH   SOLE   11,588 0 7,837
PHILLIPS 66 COM 718546104   382,474 4,010 SH   SOLE   4,010 0 0
PHOTRONICS INC COM 719405102   984,095 38,158 SH   SOLE   38,158 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206   354,129 48,711 SH   SOLE   48,711 0 0
PPG INDS INC COM 693506107   375,199 2,530 SH   SOLE   2,420 0 110
PPL CORP COM 69351T106   1,358,403 51,338 SH   SOLE   28,494 0 22,844
PROVIDENT FINL SVCS INC COM 74386T105   548,436 33,564 SH   SOLE   33,564 0 0
PULTE GROUP INC COM 745867101   1,924,134 24,770 SH   SOLE   14,516 0 10,254
QUALCOMM INC COM 747525103   1,386,697 11,649 SH   SOLE   7,280 0 4,369
QUEST DIAGNOSTICS INC COM 74834L100   221,382 1,575 SH   SOLE   1,575 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   472,853 4,827 SH   SOLE   4,607 0 220
REGAL REXNORD CORPORATION COM 758750103   466,163 3,029 SH   SOLE   0 0 3,029
REGIONS FINANCIAL CORP NEW COM 7591EP100   910,228 51,079 SH   SOLE   20,146 0 30,933
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   261,720 8,514 SH   SOLE   8,514 0 0
RPC INC COM 749660106   770,942 107,824 SH   SOLE   107,824 0 0
SABRA HEALTH CARE REIT INC COM 78573L106   382,984 32,539 SH   SOLE   32,539 0 0
SANMINA CORPORATION COM 801056102   658,148 10,920 SH   SOLE   10,920 0 0
SEAWORLD ENTMT INC COM 81282V100   611,069 10,910 SH   SOLE   10,910 0 0
SIMON PPTY GROUP INC NEW COM 828806109   1,722,384 14,915 SH   SOLE   9,826 0 5,089
SMUCKER J M CO COM NEW 832696405   214,122 1,450 SH   SOLE   1,450 0 0
SNAP ON INC COM 833034101   329,978 1,145 SH   SOLE   1,145 0 0
SOUTHWEST GAS HLDGS INC COM 844895102   496,597 7,802 SH   SOLE   7,802 0 0
STONEX GROUP INC COM 861896108   493,163 5,936 SH   SOLE   5,936 0 0
SYNOPSYS INC COM 871607107   634,828 1,458 SH   SOLE   1,458 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106   992,223 44,958 SH   SOLE   44,958 0 0
TAPESTRY INC COM 876030107   1,667,488 38,960 SH   SOLE   33,536 0 5,424
TEEKAY TANKERS LTD CL A Y8565N300   774,540 20,260 SH   SOLE   20,260 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   828,937 10,186 SH   SOLE   10,186 0 0
TEREX CORP NEW COM 880779103   966,853 16,160 SH   SOLE   16,160 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   237,323 31,517 SH   SOLE   31,517 0 0
THE CIGNA GROUP COM 125523100   571,302 2,036 SH   SOLE   2,036 0 0
TRITON INTL LTD CL A G9078F107   798,880 9,595 SH   SOLE   9,595 0 0
ULTA BEAUTY INC COM 90384S303   462,129 982 SH   SOLE   982 0 0
ULTRA CLEAN HLDGS INC COM 90385V107   614,898 15,988 SH   SOLE   15,988 0 0
UNITED AIRLS HLDGS INC COM 910047109   261,730 4,770 SH   SOLE   4,770 0 0
UNITED RENTALS INC COM 911363109   2,276,286 5,111 SH   SOLE   3,406 0 1,705
UNITEDHEALTH GROUP INC COM 91324P102   2,308,033 4,802 SH   SOLE   3,274 0 1,528
UNUM GROUP COM 91529Y106   1,056,460 22,148 SH   SOLE   5,727 0 16,421
US BANCORP DEL COM NEW 902973304   343,550 10,398 SH   SOLE   5,728 0 4,670
VALERO ENERGY CORP COM 91913Y100   1,986,593 16,936 SH   SOLE   12,799 0 4,137
VERACYTE INC COM 92337F107   641,386 25,182 SH   SOLE   25,182 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,322,067 35,549 SH   SOLE   15,708 0 19,841
VISA INC COM CL A 92826C839   225,131 948 SH   SOLE   931 0 17
VISTA OUTDOOR INC COM 928377100   411,066 14,856 SH   SOLE   14,856 0 0
VISTRA CORP COM 92840M102   252,131 9,605 SH   SOLE   9,605 0 0
VMWARE INC CL A COM 928563402   1,065,892 7,418 SH   SOLE   4,328 0 3,090
WALGREENS BOOTS ALLIANCE INC COM 931427108   863,589 30,312 SH   SOLE   14,852 0 15,460
WARRIOR MET COAL INC COM 93627C101   626,900 16,095 SH   SOLE   16,095 0 0
WELLS FARGO CO NEW COM 949746101   1,029,057 24,111 SH   SOLE   22,709 0 1,402
WORKIVA INC COM CL A 98139A105   709,180 6,976 SH   SOLE   6,976 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   282,610 1,941 SH   SOLE   1,941 0 0