<SEC-DOCUMENT>0000740272-22-000004.txt : 20220504 <SEC-HEADER>0000740272-22-000004.hdr.sgml : 20220504 <ACCEPTANCE-DATETIME>20220504091208 ACCESSION NUMBER: 0000740272-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220504 DATE AS OF CHANGE: 20220504 EFFECTIVENESS DATE: 20220504 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HGK ASSET MANAGEMENT INC CENTRAL INDEX KEY: 0000740272 IRS NUMBER: 521296988 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-01321 FILM NUMBER: 22890001 BUSINESS ADDRESS: STREET 1: 525 WASHINGTON BLVD STREET 2: SUITE 2000 CITY: JERSEY CITY STATE: NJ ZIP: 07310 BUSINESS PHONE: 2016593700 MAIL ADDRESS: STREET 1: 525 WASHINGTON BLVD STREET 2: SUITE 2000 CITY: JERSEY CITY STATE: NJ ZIP: 07310 FORMER COMPANY: FORMER CONFORMED NAME: HARRIS GREENHOUSE KUTZEL INC DATE OF NAME CHANGE: 19890714 </SEC-HEADER> <DOCUMENT> <TYPE>13F-HR <SEQUENCE>1 <FILENAME>primary_doc.xml <TEXT> <XML> <?xml version="1.0" encoding="UTF-8"?> <edgarSubmission xmlns="http://www.sec.gov/edgar/thirteenffiler" xmlns:com="http://www.sec.gov/edgar/common"> <headerData> <submissionType>13F-HR</submissionType> <filerInfo> <liveTestFlag>LIVE</liveTestFlag> <flags> <confirmingCopyFlag>false</confirmingCopyFlag> <returnCopyFlag>true</returnCopyFlag> <overrideInternetFlag>false</overrideInternetFlag> </flags> <filer> <credentials> <cik>0000740272</cik> <ccc>XXXXXXXX</ccc> </credentials> </filer> <periodOfReport>03-31-2022</periodOfReport> </filerInfo> </headerData> <formData> <coverPage> <reportCalendarOrQuarter>03-31-2022</reportCalendarOrQuarter> <filingManager> <name>HGK ASSET MANAGEMENT INC</name> <address> <com:street1>525 WASHINGTON BLVD</com:street1> <com:street2>SUITE 2000</com:street2> <com:city>JERSEY CITY</com:city> <com:stateOrCountry>NJ</com:stateOrCountry> <com:zipCode>07310</com:zipCode> </address> </filingManager> 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<ns1:nameOfIssuer>1-800-Flowers.com I</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>68243Q106</ns1:cusip> <ns1:value>446</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>34915</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>33644</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>1271</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Abbott Laboratories</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>002824100</ns1:cusip> <ns1:value>4301</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>36335</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>22420</ns1:Sole> <ns1:Shared>0</ns1:Shared> 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<ns1:Sole>33275</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>1257</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Apple Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>037833100</ns1:cusip> <ns1:value>2394</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>13711</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>7092</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>6619</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>ASGN Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>00191U102</ns1:cusip> <ns1:value>712</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>6099</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>5877</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>222</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Avista Corp.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>05379B107</ns1:cusip> <ns1:value>634</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>14033</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>13521</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>512</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Berry Global Group,</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>08579W103</ns1:cusip> <ns1:value>4530</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>78160</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>48987</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>29173</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Blackrock Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>09247X101</ns1:cusip> <ns1:value>1552</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>2031</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>1232</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>799</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>BorgWarner Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>099724106</ns1:cusip> <ns1:value>559</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>14362</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>7100</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>7262</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Boston Beer Co. 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</ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Brunswick Corp.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>117043109</ns1:cusip> <ns1:value>640</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>7907</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>7621</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>286</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>CareTrust REIT, Inc</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>14174T107</ns1:cusip> <ns1:value>772</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>39989</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>38531</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>1458</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Carter's Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>146229109</ns1:cusip> <ns1:value>572</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>6221</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>5995</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>226</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Chevron Corp.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>166764100</ns1:cusip> <ns1:value>849</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>5215</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>2000</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>3215</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>CIGNA Corp.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>125523100</ns1:cusip> <ns1:value>523</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>2181</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>0</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>2181</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Cirrus Logic Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>172755100</ns1:cusip> <ns1:value>513</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>6056</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>5837</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>219</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Cisco Systems Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>17275R102</ns1:cusip> <ns1:value>4985</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>89399</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>55880</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>33519</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Citigroup Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>172967424</ns1:cusip> <ns1:value>4824</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>90329</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>55725</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>34604</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Citizens Financial</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>174610105</ns1:cusip> <ns1:value>4620</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>101919</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>63995</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>37924</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Coca-Cola Co.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>191216100</ns1:cusip> <ns1:value>5065</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>81697</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>51210</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>30487</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Comcast Corp. (Cl A</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>20030N101</ns1:cusip> <ns1:value>4936</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>105418</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>65735</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>39683</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>ConocoPhillips</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>20825C104</ns1:cusip> <ns1:value>5360</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>53600</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>33360</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>20240</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Constellation Brand</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>21036P108</ns1:cusip> <ns1:value>5585</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>24249</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>14201</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>10048</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Curtiss-Wright Corp</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>231561101</ns1:cusip> <ns1:value>855</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>5697</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>5490</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>207</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>CVS Caremark Corp.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>126650100</ns1:cusip> <ns1:value>5411</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>53463</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>33345</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>20118</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Deere & Co.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>244199105</ns1:cusip> <ns1:value>342</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>824</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>0</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>824</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Deluxe Corp.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>248019101</ns1:cusip> <ns1:value>566</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>18719</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>18038</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>681</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Dollar General Corp</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>256677105</ns1:cusip> <ns1:value>4774</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>21445</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>13395</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>8050</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Dominion Resources</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>25746U109</ns1:cusip> <ns1:value>289</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>3400</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>0</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>3400</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Dover Corp.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>260003108</ns1:cusip> <ns1:value>4529</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>28868</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>18058</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>10810</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Duke Energy Corp.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>26441C204</ns1:cusip> <ns1:value>5108</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>45747</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>28730</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>17017</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Emerson Electric Co</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>291011104</ns1:cusip> <ns1:value>4634</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>47262</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>29736</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>17526</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>EnerSys Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>29275Y102</ns1:cusip> <ns1:value>588</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>7885</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>7599</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>286</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Ensign Group Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>29358P101</ns1:cusip> <ns1:value>710</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>7893</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>7605</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>288</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Enterprise Finc'l S</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>293712105</ns1:cusip> <ns1:value>667</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>14090</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>13577</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>513</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Evercore Partners I</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>29977A105</ns1:cusip> <ns1:value>619</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>5560</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>5358</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>202</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Exxon Mobil Corp.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>30231G102</ns1:cusip> <ns1:value>5179</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>62705</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>38950</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>23755</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>F.N.B. Corp.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>302520101</ns1:cusip> <ns1:value>737</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>59206</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>57048</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>2158</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Federal Agricultura</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>313148306</ns1:cusip> <ns1:value>589</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>5428</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>5230</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>198</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Fiserv Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>337738108</ns1:cusip> <ns1:value>5256</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>51836</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>32590</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>19246</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Fortune Brands Home</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>34964C106</ns1:cusip> <ns1:value>299</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>4030</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>0</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>4030</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>General Dynamics Co</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>369550108</ns1:cusip> <ns1:value>4692</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>19453</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>12173</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>7280</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Genuine Parts Co.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>372460105</ns1:cusip> <ns1:value>4741</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>37620</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>23640</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>13980</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Hain Celestial Grou</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>405217100</ns1:cusip> <ns1:value>333</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>9691</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>9351</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>340</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>HCA Healthcare, INC</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>40412C101</ns1:cusip> <ns1:value>5683</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>22677</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>14220</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>8457</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Healthcare Realty T</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>421946104</ns1:cusip> <ns1:value>474</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>17238</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>16610</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>628</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Healthpeak Properti</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>42250P103</ns1:cusip> <ns1:value>4222</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>122979</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>77496</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>45483</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Heartland Financial</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>42234Q102</ns1:cusip> <ns1:value>651</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>13606</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>13110</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>496</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Helen of Troy Corp.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>G4388N106</ns1:cusip> <ns1:value>468</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>2388</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>2302</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>86</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Henry Schein Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>806407102</ns1:cusip> <ns1:value>5604</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>64277</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>40220</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>24057</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Hershey Co.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>427866108</ns1:cusip> <ns1:value>4996</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>23062</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>14403</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>8659</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Home BancShares Inc</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>436893200</ns1:cusip> <ns1:value>509</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>22539</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>21718</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>821</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Home Depot Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>437076102</ns1:cusip> <ns1:value>4554</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>15215</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>9295</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>5920</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Hubbell Incorporate</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>443510607</ns1:cusip> <ns1:value>4725</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>25710</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>16090</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>9620</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>I SHARES TR MSCI EA</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>464287465</ns1:cusip> <ns1:value>3619</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>49165</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>39300</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>9865</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>IDACORP Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>451107106</ns1:cusip> <ns1:value>666</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>5775</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>5564</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>211</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>II-VI Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>902104108</ns1:cusip> <ns1:value>363</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>5014</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>4832</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>182</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>INDEPENDENT BK CORP</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>453838104</ns1:cusip> <ns1:value>698</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>31715</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>30560</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>1155</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Innospec Inc</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>45768S105</ns1:cusip> <ns1:value>648</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>7004</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>6746</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>258</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Insight Enterprises</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>45765U103</ns1:cusip> <ns1:value>502</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>4676</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>4505</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>171</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Intel Corp.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>458140100</ns1:cusip> <ns1:value>4977</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>100414</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>62665</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>37749</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>International Busin</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>459200101</ns1:cusip> <ns1:value>4993</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>38400</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>24080</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>14320</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Interpublic Group O</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>460690100</ns1:cusip> <ns1:value>4642</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>130939</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>82116</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>48823</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>J.M. Smucker Co.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>832696405</ns1:cusip> <ns1:value>4923</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>36354</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>22764</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>13590</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Jacobs Engineering</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>469814107</ns1:cusip> <ns1:value>809</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>5867</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>2525</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>3342</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Johnson & Johnson</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>478160104</ns1:cusip> <ns1:value>7596</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>42859</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>27010</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>15849</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Jones Lang LaSalle</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>48020Q107</ns1:cusip> <ns1:value>520</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>2172</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>2093</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>79</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>JPMorgan Chase & Co</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>46625H100</ns1:cusip> <ns1:value>6755</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>49553</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>31975</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>17578</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>KeyCorp</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>493267108</ns1:cusip> <ns1:value>2538</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>113420</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>71285</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>42135</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Knight Transportati</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>499049104</ns1:cusip> <ns1:value>739</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>14638</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>14105</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>533</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>L3Harris Technologi</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>502431109</ns1:cusip> <ns1:value>952</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>3830</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>1975</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>1855</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>La-Z-Boy Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>505336107</ns1:cusip> <ns1:value>433</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>16437</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>15838</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>599</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Lam Research Corp.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>512807108</ns1:cusip> <ns1:value>1237</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>2300</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>1540</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>760</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Lexington Realty Tr</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>529043101</ns1:cusip> <ns1:value>370</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>23573</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>22714</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>859</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>LHC Group</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>50187A107</ns1:cusip> <ns1:value>331</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>1962</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>1891</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>71</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Lockheed Martin Cor</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>539830109</ns1:cusip> <ns1:value>4623</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>10474</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>6550</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>3924</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Lowe's Cos.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>548661107</ns1:cusip> <ns1:value>2756</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>13630</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>10700</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>2930</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>LyondellBasell Indu</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>N53745100</ns1:cusip> <ns1:value>308</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>3000</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>0</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>3000</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Marathon Petroleum</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>56585A102</ns1:cusip> <ns1:value>5153</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>60267</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>37830</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>22437</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Maximus Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>577933104</ns1:cusip> <ns1:value>712</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>9497</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>9151</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>346</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>McDonald's Corp.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>580135101</ns1:cusip> <ns1:value>2882</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>11653</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>9050</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>2603</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>McGrath RentCorp</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>580589109</ns1:cusip> <ns1:value>736</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>8663</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>8347</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>316</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>McKesson Corp.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>58155Q103</ns1:cusip> <ns1:value>6221</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>20323</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>12705</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>7618</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Merck & Co Inc</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>58933Y105</ns1:cusip> <ns1:value>401</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>4890</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>4500</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>390</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Meridian Bioscience</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>589584101</ns1:cusip> <ns1:value>487</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>18762</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>18079</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>683</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>MetLife Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>59156R108</ns1:cusip> <ns1:value>6730</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>95759</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>56738</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>39021</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Microchip Technolog</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>595017104</ns1:cusip> <ns1:value>671</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>8932</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>3800</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>5132</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>NextEra Energy Inc</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>65339F101</ns1:cusip> <ns1:value>1167</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>13775</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>9200</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>4575</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>NMI Holdings, Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>629209305</ns1:cusip> <ns1:value>671</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>32555</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>31368</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>1187</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Nucor Corp.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>670346105</ns1:cusip> <ns1:value>2585</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>17389</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>10784</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>6605</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>OceanFirst Financia</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>675234108</ns1:cusip> <ns1:value>714</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>35514</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>34226</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>1288</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Old Second Bancorp</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>680277100</ns1:cusip> <ns1:value>297</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>20489</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>19742</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>747</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Pacira Biosciences,</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>695127100</ns1:cusip> <ns1:value>781</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>10232</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>9859</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>373</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>PepsiCo Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>713448108</ns1:cusip> <ns1:value>1645</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>9826</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>7000</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>2826</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Pfizer Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>717081103</ns1:cusip> <ns1:value>608</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>11750</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>6800</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>4950</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Piedmont Office Rea</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>720190206</ns1:cusip> <ns1:value>561</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>32595</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>31414</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>1181</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>PROG Holdings, Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>74319R101</ns1:cusip> <ns1:value>564</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>19618</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>18903</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>715</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>QUALCOMM Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>747525103</ns1:cusip> <ns1:value>1368</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>8950</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>4700</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>4250</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Reaves Utility Inco</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>756158101</ns1:cusip> <ns1:value>643</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>18612</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>8022</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>10590</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Regal-Rexnord Corpo</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>758750103</ns1:cusip> <ns1:value>771</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>5181</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>4992</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>189</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Royalty Pharma Plc</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>G7709Q104</ns1:cusip> <ns1:value>457</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>11725</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>0</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>11725</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Schweitzer-Mauduit</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>808541106</ns1:cusip> <ns1:value>665</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>24164</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>23283</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>881</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Seagate Technology</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>G7997R103</ns1:cusip> <ns1:value>808</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>8993</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>5000</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>3993</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Selective Insurance</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>816300107</ns1:cusip> <ns1:value>603</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>6748</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>6507</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>241</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Simon Property Grou</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>828806109</ns1:cusip> <ns1:value>3341</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>25398</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>14370</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>11028</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>SLM Corp.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>78442P106</ns1:cusip> <ns1:value>622</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>33867</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>32638</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>1229</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Snap-On Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>833034101</ns1:cusip> <ns1:value>4424</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>21529</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>13477</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>8052</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Solaris Oilfield In</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>83418M103</ns1:cusip> <ns1:value>904</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>80108</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>77187</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>2921</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>South State Corpora</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>840441109</ns1:cusip> <ns1:value>564</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>6915</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>6662</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>253</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Spectrum Brands Hol</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>84790A105</ns1:cusip> <ns1:value>557</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>6276</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>6047</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>229</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>STAG Industrial, In</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>85254J102</ns1:cusip> <ns1:value>794</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>19192</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>18492</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>700</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>State Street Corp.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>857477103</ns1:cusip> <ns1:value>5525</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>63415</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>39585</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>23830</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>T. Rowe Price Group</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>74144T108</ns1:cusip> <ns1:value>5488</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>36298</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>22725</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>13573</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Tegna, Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>87901J105</ns1:cusip> <ns1:value>264</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>11804</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>11374</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>430</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Teradyne Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>880770102</ns1:cusip> <ns1:value>561</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>4742</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>2792</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>1950</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>The Allstate Corp.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>020002101</ns1:cusip> <ns1:value>5470</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>39495</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>24698</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>14797</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>The Blackstone Grou</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>09260D107</ns1:cusip> <ns1:value>1039</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>8182</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>4150</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>4032</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>UnitedHealth Group</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>91324P102</ns1:cusip> <ns1:value>5848</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>11468</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>7145</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>4323</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Valvoline, Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>92047W101</ns1:cusip> <ns1:value>641</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>20324</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>19584</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>740</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Verizon Communicati</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>92343V104</ns1:cusip> <ns1:value>4587</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>90042</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>54440</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>35602</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Visa Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>92826C839</ns1:cusip> <ns1:value>1714</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>7730</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>5200</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>2530</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Walt Disney Co.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>254687106</ns1:cusip> <ns1:value>960</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>7000</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>3392</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>3608</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Warner Bros Discove</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>934423104</ns1:cusip> <ns1:value>3983</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>159812</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>100251</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>59561</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>World Fuel Services</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>981475106</ns1:cusip> <ns1:value>727</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>26872</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>25892</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>980</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Xcel Energy Inc.</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>98389B100</ns1:cusip> <ns1:value>5160</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>71498</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>44860</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>26638</ns1:None> </ns1:votingAuthority> </ns1:infoTable> <ns1:infoTable> <ns1:nameOfIssuer>Zebra Technologies</ns1:nameOfIssuer> <ns1:titleOfClass>Common Stock</ns1:titleOfClass> <ns1:cusip>989207105</ns1:cusip> <ns1:value>709</ns1:value> <ns1:shrsOrPrnAmt> <ns1:sshPrnamt>1713</ns1:sshPrnamt> <ns1:sshPrnamtType>SH</ns1:sshPrnamtType> </ns1:shrsOrPrnAmt> <ns1:investmentDiscretion>SOLE</ns1:investmentDiscretion> <ns1:otherManager>0</ns1:otherManager> <ns1:votingAuthority> <ns1:Sole>656</ns1:Sole> <ns1:Shared>0</ns1:Shared> <ns1:None>1057</ns1:None> </ns1:votingAuthority> </ns1:infoTable> </ns1:informationTable> </XML> </TEXT> </DOCUMENT> </SEC-DOCUMENT>