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
1st Source Corp CS 336901103   3,496,261 59,888 SH   DFND 2 59,888 0 0
Advanced Energy Inds CS 007973100   6,113,821 52,874 SH   DFND 2 52,874 0 0
Aflac Inc CS 001055102   868,999 8,401 SH   DFND 2 6,764 0 1,637
AGCO Corp CS 001084102   2,614,542 27,969 SH   DFND 2 27,840 0 129
Air Products & Chemicals Inc CS 009158106   4,863,391 16,768 SH   DFND 2 16,041 0 727
Air Transport Services Group CS 00922R105   2,608,938 118,696 SH   DFND 2 118,696 0 0
Alamo Group Inc CS 011311107   4,346,576 23,380 SH   DFND 2 23,380 0 0
Alliant Energy Corp CS 018802108   8,890,575 150,331 SH   DFND 2 138,870 0 11,461
Alphabet Inc - A CS 02079k305   355,505 1,878 SH   DFND 2 1,426 0 452
Altria Group Inc CS 02209S103   9,347,638 178,765 SH   DFND 2 166,762 0 12,003
Amdocs Ltd CS G02602103   3,372,055 39,606 SH   DFND 2 38,519 0 1,087
Ameren Corp CS 023608102   3,751,903 42,090 SH   DFND 2 41,654 0 436
American Electric Power CS 025537101   4,368,658 47,367 SH   DFND 2 45,068 0 2,299
American States Water Co CS 029899101   1,146,137 14,747 SH   DFND 2 14,747 0 0
American Tower Corp CS 03027x100   3,277,537 17,870 SH   DFND 2 17,545 0 325
Ameriprise Financial Inc CS 03076C106   3,676,962 6,906 SH   DFND 2 6,841 0 65
Amgen Inc CS 031162100   3,888,749 14,920 SH   DFND 2 14,189 0 731
Arrow Electronics Inc CS 042735100   2,826,982 24,991 SH   DFND 2 24,736 0 255
Assurant Inc CS 04621X108   3,892,758 18,257 SH   DFND 2 18,068 0 189
Astec Industries Inc CS 046224101   2,193,509 65,283 SH   DFND 2 65,283 0 0
Atmos Energy Corp CS 049560105   3,147,641 22,601 SH   DFND 2 22,370 0 231
AutoZone Inc CS 053332102   4,911,868 1,534 SH   DFND 2 1,420 0 114
Avalonbay Communities Inc CS 053484101   3,002,371 13,649 SH   DFND 2 13,508 0 141
Avery Dennison Corp CS 053611109   2,708,520 14,474 SH   DFND 2 14,324 0 150
Avista Corp CS 05379B107   1,534,907 41,903 SH   DFND 2 41,903 0 0
Baker Hughes Co CS 05722G100   2,770,204 67,533 SH   DFND 2 66,843 0 690
Bank of NY Mellon CS 064058100   5,987,131 77,927 SH   DFND 2 73,409 0 4,518
BCE Inc CS 05534B760   2,008,246 86,637 SH   DFND 2 85,663 0 974
Bel Fuse Inc Cl B CS 077347300   5,250,370 63,664 SH   DFND 2 63,664 0 0
Berkshire Hathaway Inc - B CS 084670702   2,359,322 5,205 SH   DFND 2 4,166 0 1,039
BJ's Wholesale Club Holdings CS 05550J101   3,056,485 34,208 SH   DFND 2 33,855 0 353
BlackRock Inc CS 09290D101   7,085,765 6,912 SH   DFND 2 6,360 0 552
BorgWarner Inc CS 099724106   3,123,844 98,265 SH   DFND 2 97,233 0 1,032
Boston Beer Inc Cl A CS 100557107   4,639,491 15,466 SH   DFND 2 15,466 0 0
Brady Corp CS 104674106   1,753,125 23,739 SH   DFND 2 23,739 0 0
Bristol Myers Squibb Co CS 110122108   3,070,812 54,293 SH   DFND 2 52,967 0 1,326
Broadcom Inc CS 11135f101   790,574 3,410 SH   DFND 2 3,410 0 0
Broadridge Financial Solutions CS 11133T103   2,788,594 12,334 SH   DFND 2 12,207 0 127
Broadstone Net Lease CS 11135E203   1,369,114 86,325 SH   DFND 2 86,325 0 0
Cal Maine Foods Inc CS 128030202   1,628,812 15,826 SH   DFND 2 15,826 0 0
Camden National Corp CS 133034108   2,951,624 69,060 SH   DFND 2 69,060 0 0
Canadian Imperial Bank of Comm CS 136069101   3,050,595 48,246 SH   DFND 2 45,485 0 2,761
Carter's Inc CS 146229109   3,488,969 64,384 SH   DFND 2 64,384 0 0
Casey's General Stores Inc CS 147528103   2,802,139 7,072 SH   DFND 2 6,998 0 74
Cathay General Bancorp CS 149150104   3,202,296 67,261 SH   DFND 2 67,261 0 0
CBRE Group Inc CS 12504L109   3,690,693 28,111 SH   DFND 2 27,823 0 288
Centerpoint Energy Inc CS 15189T107   3,661,737 115,403 SH   DFND 2 114,213 0 1,190
Chevron Corp CS 166764100   9,461,010 65,320 SH   DFND 2 60,597 0 4,723
Church & Dwight Inc CS 171340102   235,074 2,245 SH   DFND 2 1,712 0 533
Cisco Systems Inc CS 17275R102   6,843,060 115,592 SH   DFND 2 110,306 0 5,286
Cognizant Technology Solutions CS 192446102   214,397 2,788 SH   DFND 2 2,124 0 664
Cohu Inc CS 192576106   2,761,047 103,410 SH   DFND 2 103,410 0 0
Columbia Sportswear Co CS 198516106   1,902,357 22,666 SH   DFND 2 22,666 0 0
Columbus Mckinnon Corp N Y CS 199333105   2,866,475 76,973 SH   DFND 2 76,973 0 0
Comcast Corp CS 20030N101   4,154,871 110,708 SH   DFND 2 109,824 0 884
Conagra Brands CS 205887102   3,395,157 122,348 SH   DFND 2 121,784 0 564
Conmed Corp CS 207410101   2,597,093 37,947 SH   DFND 2 37,947 0 0
Coterra Energy Inc CS 127097103   2,314,128 90,608 SH   DFND 2 89,670 0 938
Cousins Properties Inc CS 222795502   1,812,908 59,168 SH   DFND 2 59,168 0 0
CSG Systems International Inc CS 126349109   4,595,862 89,921 SH   DFND 2 89,921 0 0
Cummins Inc CS 231021106   456,317 1,309 SH   DFND 2 1,205 0 104
Diamond Hill Investment Group CS 25264R207   3,821,354 24,638 SH   DFND 2 24,638 0 0
Digital Realty Trust Inc CS 253868103   6,829,212 38,511 SH   DFND 2 35,722 0 2,789
Dollar General Corp CS 256677105   3,215,223 42,406 SH   DFND 2 40,414 0 1,992
Donaldson Inc CS 257651109   1,252,643 18,599 SH   DFND 2 15,041 0 3,558
Douglas Dynamics Inc CS 25960r105   1,708,378 72,297 SH   DFND 2 72,297 0 0
Dover Corp CS 260003108   3,579,220 19,079 SH   DFND 2 18,882 0 197
Duke Energy Corp CS 26441c204   6,510,836 60,431 SH   DFND 2 54,598 0 5,833
Elevance Health Inc CS 036752103   219,127 594 SH   DFND 2 452 0 142
Eli Lilly & Co CS 532457108   671,640 870 SH   DFND 2 870 0 0
Emerson Electric Co CS 291011104   456,806 3,686 SH   DFND 2 3,144 0 542
Employers Holdings CS 292218104   2,948,286 57,550 SH   DFND 2 57,550 0 0
Encompass Health Corp CS 29261A100   4,950,145 53,602 SH   DFND 2 50,637 0 2,965
Entergy Corp CS 29364G103   3,702,821 48,837 SH   DFND 2 48,339 0 498
EOG Resources Inc CS 26875P101   7,545,657 61,557 SH   DFND 2 59,202 0 2,355
ESCO Technologies CS 296315104   4,503,830 33,810 SH   DFND 2 33,810 0 0
Essex Property Trust Inc CS 297178105   5,155,903 18,063 SH   DFND 2 17,406 0 657
FactSet Research Systems Inc CS 303075105   239,179 498 SH   DFND 2 381 0 117
Fastenal Co CS 311900104   5,879,633 81,764 SH   DFND 2 77,962 0 3,802
Federated Hermes Inc CS 314211103   4,273,343 103,949 SH   DFND 2 103,949 0 0
First Financial Corp CS 320218100   2,882,487 62,405 SH   DFND 2 62,405 0 0
Fiserv CS 337738108   1,407,332 6,851 SH   DFND 2 5,545 0 1,306
Flowers Foods Inc CS 343498101   2,487,465 120,400 SH   DFND 2 119,280 0 1,120
Franklin Covey Co CS 353469109   1,858,594 49,457 SH   DFND 2 49,457 0 0
Fresh Del Monte Produce Inc CS G36738105   1,803,735 54,313 SH   DFND 2 54,313 0 0
Fulton Financial Corp CS 360271100   2,895,258 150,169 SH   DFND 2 150,169 0 0
Gates Industrial Corp PLC CS g39108108   2,598,670 126,333 SH   DFND 2 125,031 0 1,302
Getty Realty Corp CS 374297109   2,391,569 79,375 SH   DFND 2 75,285 0 4,090
Global Payments Inc CS 37940X102   2,687,199 23,980 SH   DFND 2 23,868 0 112
Great Southern Bancorp Inc CS 390905107   2,501,609 41,903 SH   DFND 2 41,903 0 0
Hackett Group Inc/The CS 404609109   4,901,837 159,565 SH   DFND 2 154,508 0 5,057
Harmonic Inc CS 413160102   1,882,047 142,256 SH   DFND 2 142,256 0 0
Hartford Financial Services Gr CS 416515104   3,185,072 29,114 SH   DFND 2 28,812 0 302
Hasbro Inc CS 418056107   1,536,519 27,482 SH   DFND 2 27,199 0 283
Healthcare Services Group Inc CS 421906108   2,606,917 224,444 SH   DFND 2 224,444 0 0
Heartland Express Inc CS 422347104   1,458,892 130,026 SH   DFND 2 130,026 0 0
Helmerich & Payne Inc CS 423452101   5,747,046 179,483 SH   DFND 2 179,483 0 0
Hershey Co/The CS 427866108   5,133,507 30,313 SH   DFND 2 28,293 0 2,020
Home Depot Inc CS 437076102   5,604,957 14,409 SH   DFND 2 13,797 0 612
Illinois Tool Works Inc CS 452308109   2,679,115 10,566 SH   DFND 2 10,479 0 87
Independent Bank Corp CS 453836108   3,071,491 47,850 SH   DFND 2 47,850 0 0
Innovex International Inc CS 457651107   3,409,337 244,047 SH   DFND 2 244,047 0 0
International Flavors & Fragra CS 459506101   4,486,138 53,059 SH   DFND 2 50,554 0 2,505
ITT Inc CS 45073v108   2,819,451 19,733 SH   DFND 2 19,528 0 205
Jazz Pharmaceuticals Inc CS G50871105   3,503,741 28,451 SH   DFND 2 28,151 0 300
John B Sanfilippo & Son Inc CS 800422107   2,851,197 32,731 SH   DFND 2 32,731 0 0
Johnson & Johnson CS 478160104   7,584,464 52,444 SH   DFND 2 48,216 0 4,228
Johnson Outdoors Inc CS 479167108   2,445,135 74,095 SH   DFND 2 74,095 0 0
JP Morgan Chase & Co CS 46625H100   9,548,848 39,835 SH   DFND 2 37,047 0 2,788
Kennametal Inc CS 489170100   3,676,165 153,046 SH   DFND 2 153,046 0 0
Kimberly Clark Corp CS 494368103   7,136,378 54,460 SH   DFND 2 50,799 0 3,661
Kinder Morgan Inc CS 49456B101   6,841,095 249,675 SH   DFND 2 224,947 0 24,728
Knight Transportation Inc CS 499049104   3,888,256 73,308 SH   DFND 2 68,626 0 4,682
L3Harris Technologies Inc CS 502431109   4,274,362 20,327 SH   DFND 2 19,218 0 1,109
Lamar Advertising Co CS 512816109   6,050,843 49,703 SH   DFND 2 47,928 0 1,775
Lamb Weston Holdings Inc CS 513272104   2,336,444 34,961 SH   DFND 2 34,799 0 162
Leggett & Platt Inc CS 524660107   650,890 67,801 SH   DFND 2 67,801 0 0
Linde CS g54950103   1,513,073 3,614 SH   DFND 2 2,929 0 685
Lithia Motors Inc-Cl A CS 536797103   3,395,942 9,501 SH   DFND 2 9,060 0 441
Littelfuse Inc CS 537008104   2,751,214 11,675 SH   DFND 2 11,555 0 120
LKQ Corp CS 501889208   2,921,919 79,508 SH   DFND 2 77,480 0 2,028
Lockheed Martin Corp CS 539830109   2,728,067 5,614 SH   DFND 2 5,290 0 324
Lowe's Companies Inc CS 548661107   975,107 3,951 SH   DFND 2 3,208 0 743
Malibu Boats Inc CS 56117J100   2,785,231 74,095 SH   DFND 2 74,095 0 0
Maximus Inc CS 577933104   4,377,775 58,644 SH   DFND 2 58,644 0 0
McKesson Corp CS 58155Q103   1,200,800 2,107 SH   DFND 2 1,742 0 365
Merck & Co Inc CS 58933Y105   3,887,280 39,076 SH   DFND 2 37,703 0 1,373
Metlife Inc CS 59156R108   366,986 4,482 SH   DFND 2 4,005 0 477
Microchip Technology Inc CS 595017104   2,351,293 40,999 SH   DFND 2 40,810 0 189
Microsoft Corp CS 594918104   1,231,623 2,922 SH   DFND 2 2,527 0 395
Minerals Technologies Inc CS 603158106   4,070,605 53,413 SH   DFND 2 53,413 0 0
Molina Healthcare Inc CS 60855R100   3,259,760 11,200 SH   DFND 2 10,581 0 619
Nextera Energy Inc CS 65339F101   357,303 4,984 SH   DFND 2 4,984 0 0
Northwest Natural Holding Co CS 66765N105   796,818 20,142 SH   DFND 2 20,142 0 0
Northwestern Energy Group Inc CS 668074305   1,461,383 27,336 SH   DFND 2 27,336 0 0
OGE Energy Corp CS 670837103   3,988,339 96,687 SH   DFND 2 95,690 0 997
Omnicom Group CS 681919106   3,053,388 35,488 SH   DFND 2 33,719 0 1,769
One Gas Inc CS 68235p108   1,768,506 25,538 SH   DFND 2 25,538 0 0
Orion SA CS L72967109   709,934 44,961 SH   DFND 2 44,961 0 0
Ovintiv Inc CS 69047q102   333,760 8,241 SH   DFND 2 5,784 0 2,457
Packaging Corp of America CS 695156109   298,522 1,326 SH   DFND 2 607 0 719
Papa Johns Intl Inc CS 698813102   2,599,936 63,305 SH   DFND 2 63,305 0 0
Patterson Companies Inc CS 703395103   1,659,435 53,773 SH   DFND 2 53,773 0 0
Paychex Inc CS 704326107   3,657,244 26,082 SH   DFND 2 25,120 0 962
PepsiCo Inc CS 713448108   7,351,202 48,344 SH   DFND 2 45,563 0 2,781
Permian Resources Corp CS 71424F105   2,936,712 204,222 SH   DFND 2 202,120 0 2,102
Perrigo Co plc CS G97822103   628,841 24,459 SH   DFND 2 24,459 0 0
Pfizer Inc CS 717081103   2,566,077 96,724 SH   DFND 2 94,735 0 1,989
Philip Morris International CS 718172109   3,234,888 26,879 SH   DFND 2 25,391 0 1,488
PJT Partners Inc CS 69343t107   2,797,813 17,729 SH   DFND 2 15,776 0 1,953
PNC Financial Services Group CS 693475105   7,483,737 38,806 SH   DFND 2 35,800 0 3,006
Portland General Electric Co CS 736508847   980,578 22,480 SH   DFND 2 22,480 0 0
PPG Industries Inc CS 693506107   2,504,269 20,965 SH   DFND 2 20,762 0 203
Principal Financial Group Inc CS 74251V102   4,356,559 56,279 SH   DFND 2 53,769 0 2,510
PROG Holdings CS 74319R101   2,544,770 60,217 SH   DFND 2 60,217 0 0
Prosperity Bancshares Inc CS 743606105   5,162,831 68,518 SH   DFND 2 64,949 0 3,569
Prudential Financial Inc CS 744320102   5,379,603 45,386 SH   DFND 2 43,723 0 1,663
Public Storage CS 74460D109   4,647,608 15,521 SH   DFND 2 14,305 0 1,216
PulteGroup Inc CS 745867101   2,328,064 21,378 SH   DFND 2 21,158 0 220
QCR Holdings Inc CS 74727a104   3,379,058 41,903 SH   DFND 2 41,903 0 0
Quest Diagnostics Inc CS 74834L100   3,076,186 20,391 SH   DFND 2 20,181 0 210
Raymond James Financial Inc CS 754730109   4,138,457 26,643 SH   DFND 2 26,367 0 276
Regal Rexnord Corp CS 758750103   3,705,435 23,886 SH   DFND 2 22,494 0 1,392
Regency Centers Corp CS 758849103   3,100,255 41,935 SH   DFND 2 41,503 0 432
Regions Financial Corp CS 7591EP100   3,121,880 132,733 SH   DFND 2 131,361 0 1,372
Reinsurance Group Of America CS 759351604   3,478,965 16,285 SH   DFND 2 16,116 0 169
Republic Services Inc CS 760759100   2,787,952 13,858 SH   DFND 2 13,716 0 142
Rush Enterprises Inc CS 781846209   2,778,730 50,716 SH   DFND 2 50,716 0 0
S&T Bancorp Inc CS 783859101   2,330,159 60,967 SH   DFND 2 60,967 0 0
Safety Insurance Group Inc CS 78648T100   933,592 11,330 SH   DFND 2 11,330 0 0
Schein Henry Inc CS 806407102   642,176 9,280 SH   DFND 2 7,185 0 2,095
Silgan Holdings Inc CS 827048109   4,719,061 90,664 SH   DFND 2 90,664 0 0
Simmons First National Corp CS 828730200   2,955,796 133,264 SH   DFND 2 133,264 0 0
Skechers USA Inc CS 830566105   2,311,509 34,377 SH   DFND 2 34,023 0 354
Sonoco Products CS 835495102   1,927,084 39,449 SH   DFND 2 39,092 0 357
SpartanNash Co CS 847215100   767,663 41,903 SH   DFND 2 41,903 0 0
Spectrum Brands Holdings Inc CS 84790a105   1,853,795 21,941 SH   DFND 2 21,941 0 0
Spire Inc CS 84857L101   2,500,756 36,868 SH   DFND 2 36,868 0 0
SS&C Technologies Holdings CS 78467J100   3,551,733 46,869 SH   DFND 2 46,383 0 486
Stag Industrial Inc CS 85254J102   2,664,948 78,798 SH   DFND 2 77,984 0 814
Standard Motor Products Inc CS 853666105   3,033,902 97,931 SH   DFND 2 92,762 0 5,169
Stanley Black & Decker Inc CS 854502101   697,399 8,686 SH   DFND 2 6,899 0 1,787
Stepan Co CS 858586100   802,862 12,409 SH   DFND 2 12,409 0 0
Sysco Corp CS 871829107   2,019,309 26,410 SH   DFND 2 26,194 0 216
T Rowe Price Group Inc CS 74144T108   6,025,322 53,279 SH   DFND 2 50,790 0 2,489
Take-Two Interactive Software CS 874054109   3,025,907 16,438 SH   DFND 2 16,269 0 169
TEGNA Inc CS 87901J105   3,374,853 184,519 SH   DFND 2 184,519 0 0
Texas Instruments Inc CS 882508104   6,101,388 32,539 SH   DFND 2 29,406 0 3,133
Union Pacific Corp CS 907818108   3,933,462 17,249 SH   DFND 2 15,799 0 1,450
United Parcel Service Inc CS 911312106   3,498,897 27,747 SH   DFND 2 26,108 0 1,639
Universal Health Services Inc CS 913903100   683,590 3,810 SH   DFND 2 3,061 0 749
US Foods Holding Corp CS 912008109   2,904,490 43,055 SH   DFND 2 42,616 0 439
Verizon Communications Inc CS 92343V104   7,112,492 177,857 SH   DFND 2 163,610 0 14,247
Verra Mobility Corp CS 92511U102   1,126,280 46,579 SH   DFND 2 46,579 0 0
Viavi Solutions Inc CS 925550105   3,318,587 328,573 SH   DFND 2 328,573 0 0
Visa Inc CS 92826C839   236,714 749 SH   DFND 2 570 0 179
Vishay Intertechnology Inc CS 928298108   3,549,116 209,511 SH   DFND 2 199,142 0 10,369
WaFd Inc CS 938824109   1,217,608 37,767 SH   DFND 2 37,767 0 0
Waterstone Financial Inc CS 94188P101   674,365 50,176 SH   DFND 2 50,176 0 0
WEC Energy Group Inc CS 92939U106   9,751,948 103,700 SH   DFND 2 95,700 0 8,000
Wendy's Company/The CS 95058W100   1,480,382 90,821 SH   DFND 2 90,821 0 0
Werner Enterprises Inc CS 950755108   4,328,180 120,495 SH   DFND 2 120,495 0 0
Weyerhaeuser Co CS 962166104   2,527,279 89,779 SH   DFND 2 89,365 0 414
Winnebago Industries Inc CS 974637100   2,723,938 57,010 SH   DFND 2 57,010 0 0
World Kinect Corp CS 981475106   4,017,340 146,032 SH   DFND 2 146,032 0 0
WR Berkley Corp CS 084423102   3,156,452 53,938 SH   DFND 2 53,376 0 562
Xcel Energy Inc CS 98389B100   9,337,678 138,295 SH   DFND 2 133,734 0 4,561
Yum China Holdings Inc CS 98850P109   2,328,730 48,344 SH   DFND 2 47,848 0 496
Zimmer Biomet Holdings Inc CS 98956P102   3,089,994 29,253 SH   DFND 2 29,122 0 131
iShares National Muni Bond EF 464288414   1,619,986 15,204 SH   DFND 2 13,829 0 1,375
iShares Russell 3000 Value Ind EF 464287663   10,479,058 113,177 SH   DFND 2 109,201 0 3,976
iShares Short Term National EF 464288158   701,442 6,650 SH   DFND 2 6,650 0 0
Schwab Short-Term US Treasury EF 808524862   7,703,726 320,188 SH   DFND 2 303,078 0 17,110
SPDR Bloomberg Barclays Invest EF 78468r200   8,384,628 272,848 SH   DFND 2 258,630 0 14,218
VanEck Vectors Short H/Y Muni EF 92189f387   921,680 41,000 SH   DFND 2 41,000 0 0