The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109   2,551,514 16,010 SH   SOLE   11,352 0 4,658
ABM INDS INC COM 000957100   1,032,227 22,969 SH   SOLE   22,969 0 0
ALBEMARLE CORP COM 012653101   1,427,918 6,460 SH   SOLE   4,068 0 2,392
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104   517,467 19,201 SH   SOLE   19,201 0 0
ALPHABET INC CAP STK CL A 02079K305   2,349,899 22,654 SH   SOLE   21,328 0 1,326
ALTRIA GROUP INC COM 02209S103   1,759,411 39,431 SH   SOLE   23,956 0 15,475
AMDOCS LTD SHS G02602103   1,497,204 15,591 SH   SOLE   11,503 0 4,088
AMERICAN ELEC PWR CO INC COM 025537101   907,079 9,969 SH   SOLE   2,631 0 7,338
AMERICAN TOWER CORP NEW COM 03027X100   591,973 2,897 SH   SOLE   2,032 0 865
AMERIPRISE FINL INC COM 03076C106   1,493,881 4,874 SH   SOLE   2,998 0 1,876
AMERISOURCEBERGEN CORP COM 03073E105   453,912 2,835 SH   SOLE   2,835 0 0
AMGEN INC COM 031162100   1,130,423 4,676 SH   SOLE   4,407 0 269
AMN HEALTHCARE SVCS INC COM 001744101   630,496 7,600 SH   SOLE   7,600 0 0
ANALOG DEVICES INC COM 032654105   482,006 2,444 SH   SOLE   0 0 2,444
APPFOLIO INC COM CL A 03783C100   767,170 6,163 SH   SOLE   6,163 0 0
APPLE INC COM 037833100   6,040,287 36,630 SH   SOLE   34,329 0 2,301
APPLIED MATLS INC COM 038222105   390,599 3,180 SH   SOLE   0 0 3,180
ARCH CAP GROUP LTD ORD G0450A105   254,580 3,751 SH   SOLE   3,751 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   452,150 5,676 SH   SOLE   5,676 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   832,020 3,962 SH   SOLE   3,962 0 0
ASPEN TECHNOLOGY INC COM 29109X106   338,728 1,480 SH   SOLE   1,480 0 0
ASSOCIATED BANC CORP COM 045487105   759,403 42,236 SH   SOLE   42,236 0 0
AT&T INC COM 00206R102   2,167,146 112,579 SH   SOLE   74,825 0 37,754
AUTOZONE INC COM 053332102   872,643 355 SH   SOLE   354 0 1
BANK AMERICA CORP COM 060505104   2,589,701 90,549 SH   SOLE   54,870 0 35,679
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208   690,633 25,579 SH   SOLE   25,579 0 0
BELDEN INC COM 077454106   1,025,448 11,818 SH   SOLE   11,818 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   618,466 2,003 SH   SOLE   2,003 0 0
BEST BUY INC COM 086516101   2,040,890 26,075 SH   SOLE   16,850 0 9,225
BLOOMIN BRANDS INC COM 094235108   902,675 35,192 SH   SOLE   35,192 0 0
BOISE CASCADE CO DEL COM 09739D100   729,020 11,526 SH   SOLE   11,526 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,796,654 25,922 SH   SOLE   21,196 0 4,726
BROADCOM INC COM 11135F101   2,348,678 3,661 SH   SOLE   2,686 0 975
BUCKLE INC COM 118440106   749,062 20,988 SH   SOLE   20,988 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   1,475,168 16,616 SH   SOLE   16,616 0 0
BUNGE LIMITED COM G16962105   402,808 4,217 SH   SOLE   139 0 4,078
CADENCE DESIGN SYSTEM INC COM 127387108   529,007 2,518 SH   SOLE   2,518 0 0
CARDINAL HEALTH INC COM 14149Y108   259,041 3,431 SH   SOLE   3,431 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101   1,094,844 66,034 SH   SOLE   66,034 0 0
CATERPILLAR INC COM 149123101   1,394,093 6,092 SH   SOLE   3,136 0 2,956
CATHAY GEN BANCORP COM 149150104   771,004 22,335 SH   SOLE   22,335 0 0
CBRE GROUP INC CL A 12504L109   872,628 11,985 SH   SOLE   6,970 0 5,015
CELANESE CORP DEL COM 150870103   983,277 9,030 SH   SOLE   7,870 0 1,160
CHECK POINT SOFTWARE TECH LT ORD M22465104   441,480 3,396 SH   SOLE   3,396 0 0
CHEVRON CORP NEW COM 166764100   771,420 4,728 SH   SOLE   3,712 0 1,016
CISCO SYS INC COM 17275R102   1,589,469 30,403 SH   SOLE   12,164 0 18,239
CNO FINL GROUP INC COM 12621E103   646,728 29,145 SH   SOLE   29,145 0 0
COHU INC COM 192576106   776,937 20,238 SH   SOLE   20,238 0 0
COMCAST CORP NEW CL A 20030N101   1,940,916 51,198 SH   SOLE   30,740 0 20,458
COMMERCIAL METALS CO COM 201723103   1,088,318 22,256 SH   SOLE   22,256 0 0
CONCENTRIX CORP COM 20602D101   637,651 5,246 SH   SOLE   5,246 0 0
CONSOLIDATED EDISON INC COM 209115104   683,084 7,140 SH   SOLE   2,590 0 4,550
CONSTELLATION ENERGY CORP COM 21037T109   502,086 6,396 SH   SOLE   5,415 0 981
CVS HEALTH CORP COM 126650100   2,431,275 32,718 SH   SOLE   22,521 0 10,197
DARDEN RESTAURANTS INC COM 237194105   1,934,225 12,466 SH   SOLE   9,765 0 2,701
DARLING INGREDIENTS INC COM 237266101   204,283 3,498 SH   SOLE   3,498 0 0
DEERE & CO COM 244199105   1,955,400 4,736 SH   SOLE   3,172 0 1,564
DELL TECHNOLOGIES INC CL C 24703L202   1,314,706 32,696 SH   SOLE   19,996 0 12,700
DELTA AIR LINES INC DEL COM NEW 247361702   2,071,839 59,331 SH   SOLE   36,673 0 22,658
DICKS SPORTING GOODS INC COM 253393102   477,460 3,365 SH   SOLE   129 0 3,236
DISCOVER FINL SVCS COM 254709108   1,426,064 14,428 SH   SOLE   7,975 0 6,453
EAST WEST BANCORP INC COM 27579R104   241,425 4,350 SH   SOLE   4,350 0 0
ELEVANCE HEALTH INC COM 036752103   299,796 652 SH   SOLE   623 0 29
ENCORE WIRE CORP COM 292562105   1,058,976 5,714 SH   SOLE   5,714 0 0
ENSIGN GROUP INC COM 29358P101   1,021,323 10,690 SH   SOLE   10,690 0 0
EXELON CORP COM 30161N101   1,096,010 26,164 SH   SOLE   21,124 0 5,040
EXXON MOBIL CORP COM 30231G102   3,065,436 27,954 SH   SOLE   23,058 0 4,896
FEDERATED HERMES INC CL B 314211103   643,444 16,030 SH   SOLE   16,030 0 0
FIRST FINL BANCORP OH COM 320209109   843,522 38,747 SH   SOLE   38,747 0 0
FORD MTR CO DEL COM 345370860   257,065 20,402 SH   SOLE   20,044 0 358
FOX CORP CL A COM 35137L105   527,230 15,484 SH   SOLE   15,484 0 0
FULLER H B CO COM 359694106   733,647 10,718 SH   SOLE   10,718 0 0
GEN DIGITAL INC COM 668771108   322,265 18,780 SH   SOLE   18,780 0 0
GENERAL DYNAMICS CORP COM 369550108   433,371 1,899 SH   SOLE   1,079 0 820
GENERAL MTRS CO COM 37045V100   658,479 17,952 SH   SOLE   16,191 0 1,761
GILEAD SCIENCES INC COM 375558103   1,780,619 21,461 SH   SOLE   13,286 0 8,175
GOLDMAN SACHS GROUP INC COM 38141G104   1,246,616 3,811 SH   SOLE   1,545 0 2,266
GRAINGER W W INC COM 384802104   286,545 416 SH   SOLE   416 0 0
GRAY TELEVISION INC COM 389375106   376,713 43,201 SH   SOLE   43,201 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   731,109 19,144 SH   SOLE   19,144 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   209,070 3,000 SH   SOLE   3,000 0 0
HCA HEALTHCARE INC COM 40412C101   280,028 1,062 SH   SOLE   1,052 0 10
HENRY SCHEIN INC COM 806407102   223,909 2,746 SH   SOLE   2,746 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   728,845 45,753 SH   SOLE   45,753 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   298,363 2,118 SH   SOLE   0 0 2,118
HOME DEPOT INC COM 437076102   627,720 2,127 SH   SOLE   2,127 0 0
HOPE BANCORP INC COM 43940T109   597,213 60,816 SH   SOLE   60,816 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   787,445 7,215 SH   SOLE   7,215 0 0
HOST HOTELS & RESORTS INC COM 44107P104   1,010,309 61,268 SH   SOLE   30,786 0 30,482
HP INC COM 40434L105   978,089 33,325 SH   SOLE   28,460 0 4,865
INSPIRE MED SYS INC COM 457730109   946,111 4,042 SH   SOLE   4,042 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   2,599,121 19,827 SH   SOLE   13,981 0 5,846
INTERPUBLIC GROUP COS INC COM 460690100   695,196 18,668 SH   SOLE   18,668 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   925,854 14,950 SH   SOLE   14,950 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108   651,125 61,894 SH   SOLE   61,894 0 0
ISHARES TR CORE US AGGBD ET 464287226   1,204,648 12,090 SH   SOLE   12,090 0 0
JABIL INC COM 466313103   1,708,453 19,379 SH   SOLE   18,677 0 702
JOHNSON & JOHNSON COM 478160104   811,890 5,238 SH   SOLE   2,608 0 2,630
JPMORGAN CHASE & CO COM 46625H100   3,771,302 28,941 SH   SOLE   18,357 0 10,584
KORN FERRY COM NEW 500643200   735,225 14,210 SH   SOLE   14,210 0 0
KRAFT HEINZ CO COM 500754106   1,050,819 27,174 SH   SOLE   25,690 0 1,484
KROGER CO COM 501044101   2,599,331 52,650 SH   SOLE   36,924 0 15,726
LAM RESEARCH CORP COM 512807108   986,553 1,861 SH   SOLE   1,748 0 113
LOWES COS INC COM 548661107   973,854 4,870 SH   SOLE   4,511 0 359
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   210,783 2,245 SH   SOLE   2,231 0 14
M D C HLDGS INC COM 552676108   583,983 15,024 SH   SOLE   15,024 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   1,076,496 49,200 SH   SOLE   49,200 0 0
MALIBU BOATS INC COM CL A 56117J100   648,328 11,485 SH   SOLE   11,485 0 0
MARATHON PETE CORP COM 56585A102   1,110,055 8,233 SH   SOLE   6,563 0 1,670
MARINEMAX INC COM 567908108   508,070 17,672 SH   SOLE   17,672 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107   467,560 3,467 SH   SOLE   1,927 0 1,540
MCKESSON CORP COM 58155Q103   1,066,370 2,995 SH   SOLE   2,995 0 0
MEDIFAST INC COM 58470H101   515,344 4,971 SH   SOLE   4,971 0 0
MERCK & CO INC COM 58933Y105   3,251,385 30,561 SH   SOLE   23,436 0 7,125
META PLATFORMS INC CL A 30303M102   1,248,327 5,890 SH   SOLE   1,510 0 4,380
METHODE ELECTRS INC COM 591520200   844,339 19,242 SH   SOLE   19,242 0 0
METLIFE INC COM 59156R108   1,789,882 30,892 SH   SOLE   19,200 0 11,692
MICROSOFT CORP COM 594918104   5,162,300 17,906 SH   SOLE   16,887 0 1,019
MODERNA INC COM 60770K107   468,265 3,049 SH   SOLE   3,049 0 0
MORGAN STANLEY COM NEW 617446448   1,068,614 12,171 SH   SOLE   11,600 0 571
MRC GLOBAL INC COM 55345K103   618,824 63,665 SH   SOLE   63,665 0 0
MUELLER INDS INC COM 624756102   1,048,266 14,266 SH   SOLE   14,266 0 0
NEWMARK GROUP INC CL A 65158N102   392,954 55,502 SH   SOLE   55,502 0 0
NORTHROP GRUMMAN CORP COM 666807102   555,449 1,203 SH   SOLE   1,121 0 82
NRG ENERGY INC COM NEW 629377508   319,823 9,327 SH   SOLE   9,327 0 0
NUCOR CORP COM 670346105   724,773 4,692 SH   SOLE   1,265 0 3,427
OKTA INC CL A 679295105   907,072 10,518 SH   SOLE   7,717 0 2,801
OMNICOM GROUP INC COM 681919106   718,588 7,617 SH   SOLE   7,617 0 0
ON SEMICONDUCTOR CORP COM 682189105   731,989 8,892 SH   SOLE   8,892 0 0
ORACLE CORP COM 68389X105   1,048,323 11,282 SH   SOLE   4,792 0 6,490
OTTER TAIL CORP COM 689648103   811,448 11,228 SH   SOLE   11,228 0 0
OWENS & MINOR INC NEW COM 690732102   238,766 16,410 SH   SOLE   16,410 0 0
OWENS CORNING NEW COM 690742101   306,273 3,197 SH   SOLE   3,197 0 0
OXFORD INDS INC COM 691497309   1,042,279 9,871 SH   SOLE   9,871 0 0
PACCAR INC COM 693718108   1,283,782 17,538 SH   SOLE   8,877 0 8,661
PACIRA BIOSCIENCES INC COM 695127100   477,885 11,710 SH   SOLE   11,710 0 0
PARKER-HANNIFIN CORP COM 701094104   252,419 751 SH   SOLE   751 0 0
PHILIP MORRIS INTL INC COM 718172109   1,550,165 15,940 SH   SOLE   8,123 0 7,817
PHOTRONICS INC COM 719405102   805,705 48,595 SH   SOLE   48,595 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206   458,637 62,827 SH   SOLE   62,827 0 0
PPL CORP COM 69351T106   1,373,938 49,440 SH   SOLE   26,596 0 22,844
PROVIDENT FINL SVCS INC COM 74386T105   764,419 39,855 SH   SOLE   39,855 0 0
PULTE GROUP INC COM 745867101   1,576,765 27,055 SH   SOLE   16,801 0 10,254
QUALCOMM INC COM 747525103   1,820,056 14,266 SH   SOLE   10,007 0 4,259
QUEST DIAGNOSTICS INC COM 74834L100   222,831 1,575 SH   SOLE   1,575 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   262,354 2,679 SH   SOLE   2,643 0 36
REGAL REXNORD CORPORATION COM 758750103   360,128 2,559 SH   SOLE   0 0 2,559
REGIONS FINANCIAL CORP NEW COM 7591EP100   1,234,556 66,517 SH   SOLE   35,584 0 30,933
RPC INC COM 749660106   987,927 128,469 SH   SOLE   128,469 0 0
SABRA HEALTH CARE REIT INC COM 78573L106   379,500 33,000 SH   SOLE   33,000 0 0
SEAWORLD ENTMT INC COM 81282V100   812,174 13,247 SH   SOLE   13,247 0 0
SIMON PPTY GROUP INC NEW COM 828806109   1,493,568 13,339 SH   SOLE   8,271 0 5,068
SM ENERGY CO COM 78454L100   771,978 27,414 SH   SOLE   27,414 0 0
SMUCKER J M CO COM NEW 832696405   228,187 1,450 SH   SOLE   1,450 0 0
SNAP ON INC COM 833034101   221,954 899 SH   SOLE   899 0 0
SOUTHWEST GAS HLDGS INC COM 844895102   492,668 7,889 SH   SOLE   7,889 0 0
STONEX GROUP INC COM 861896108   611,862 5,910 SH   SOLE   5,910 0 0
SYNOPSYS INC COM 871607107   502,898 1,302 SH   SOLE   1,302 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106   1,020,466 51,985 SH   SOLE   51,985 0 0
TAPESTRY INC COM 876030107   1,420,518 32,951 SH   SOLE   27,527 0 5,424
TARGET CORP COM 87612E106   546,082 3,297 SH   SOLE   3,276 0 21
TENET HEALTHCARE CORP COM NEW 88033G407   755,228 12,710 SH   SOLE   12,710 0 0
THE CIGNA GROUP COM 125523100   457,654 1,791 SH   SOLE   1,791 0 0
TORO CO COM 891092108   221,097 1,989 SH   SOLE   1,989 0 0
TRITON INTL LTD CL A G9078F107   1,046,481 16,553 SH   SOLE   16,553 0 0
TYSON FOODS INC CL A 902494103   232,534 3,920 SH   SOLE   3,920 0 0
ULTA BEAUTY INC COM 90384S303   977,841 1,792 SH   SOLE   1,792 0 0
ULTRA CLEAN HLDGS INC COM 90385V107   631,698 19,050 SH   SOLE   19,050 0 0
UNITED AIRLS HLDGS INC COM 910047109   235,410 5,320 SH   SOLE   5,320 0 0
UNITED RENTALS INC COM 911363109   2,583,126 6,527 SH   SOLE   5,032 0 1,495
UNITEDHEALTH GROUP INC COM 91324P102   2,859,170 6,050 SH   SOLE   4,517 0 1,533
UNUM GROUP COM 91529Y106   876,175 22,148 SH   SOLE   5,727 0 16,421
US BANCORP DEL COM NEW 902973304   374,848 10,398 SH   SOLE   5,728 0 4,670
VALERO ENERGY CORP COM 91913Y100   2,722,479 19,502 SH   SOLE   15,365 0 4,137
VERACYTE INC COM 92337F107   456,860 20,487 SH   SOLE   20,487 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,764,167 45,363 SH   SOLE   25,098 0 20,265
VISA INC COM CL A 92826C839   207,874 922 SH   SOLE   912 0 10
VISTA OUTDOOR INC COM 928377100   532,309 19,210 SH   SOLE   19,210 0 0
VMWARE INC CL A COM 928563402   816,644 6,541 SH   SOLE   3,531 0 3,010
WALGREENS BOOTS ALLIANCE INC COM 931427108   1,058,425 30,608 SH   SOLE   15,148 0 15,460
WARRIOR MET COAL INC COM 93627C101   703,767 19,171 SH   SOLE   19,171 0 0
WASHINGTON FED INC COM 938824109   772,217 25,638 SH   SOLE   25,638 0 0
WATSCO INC COM 942622200   222,712 700 SH   SOLE   700 0 0
WELLS FARGO CO NEW COM 949746101   1,120,391 29,973 SH   SOLE   28,581 0 1,392
WORKIVA INC COM CL A 98139A105   852,973 8,329 SH   SOLE   8,329 0 0
XCEL ENERGY INC COM 98389B100   269,760 4,000 SH   SOLE   4,000 0 0