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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Aaron's Inc. Common Stock 002535300 726 15,999 SH   SOLE 0 15,352 0 647
Abbvie Inc Common Stock 00287Y109 6,586 67,082 SH   SOLE 0 39,340 0 27,742
Accenture Plc Common Stock G1151C101 515 2,400 SH   SOLE 0 2,400 0 0
Alamo Group Inc. Common Stock 011311107 572 5,573 SH   SOLE 0 5,353 0 220
Allete Inc. Common Stock 018522300 292 5,350 SH   SOLE 0 5,140 0 210
Alphabet Inc. (Cl A Common Stock 02079K305 425 300 SH   SOLE 0 220 0 80
Alphabet Inc. (Cl C Common Stock 02079K107 960 679 SH   SOLE 0 245 0 434
Amdocs Ltd. Common Stock G02602103 4,490 73,755 SH   SOLE 0 46,211 0 27,544
AMN Healthcare Serv Common Stock 001744101 486 10,748 SH   SOLE 0 10,316 0 432
Apple Hospitality R Common Stock 03784Y200 315 32,659 SH   SOLE 0 31,481 0 1,178
Apple Inc. Common Stock 037833100 1,986 5,445 SH   SOLE 0 2,465 0 2,980
ASGN Inc. Common Stock 00191U102 599 8,983 SH   SOLE 0 8,629 0 354
Automatic Data Proc Common Stock 053015103 5,272 35,409 SH   SOLE 0 22,230 0 13,179
Avista Corp. Common Stock 05379B107 362 9,961 SH   SOLE 0 9,568 0 393
BankUnited Inc Common Stock 06652K103 270 13,349 SH   SOLE 0 12,822 0 527
Blackrock Inc. Common Stock 09247X101 1,125 2,067 SH   SOLE 0 1,250 0 817
Boston Scientific C Common Stock 101137107 5,613 159,874 SH   SOLE 0 101,743 0 58,131
Bristol-Myers Squib Common Stock 110122108 5,776 98,234 SH   SOLE 0 61,705 0 36,529
Cabot Oil & Gas Cor Common Stock 127097103 3,777 219,870 SH   SOLE 0 139,812 0 80,058
Capital One Financi Common Stock 14040H105 4,234 67,644 SH   SOLE 0 42,865 0 24,779
CareTrust REIT, Inc Common Stock 14174T107 380 22,156 SH   SOLE 0 21,283 0 873
Carlisle Cos. Common Stock 142339100 5,394 45,075 SH   SOLE 0 28,460 0 16,615
Cathay General Banc Common Stock 149150104 344 13,081 SH   SOLE 0 12,565 0 516
Chevron Corp. Common Stock 166764100 5,435 60,910 SH   SOLE 0 37,080 0 23,830
CIGNA Corp. Common Stock 125523100 481 2,561 SH   SOLE 0 0 0 2,561
Cirrus Logic Inc. Common Stock 172755100 632 10,232 SH   SOLE 0 9,843 0 389
Cisco Systems Inc. Common Stock 17275R102 5,748 123,235 SH   SOLE 0 77,230 0 46,005
Citigroup Inc. Common Stock 172967424 5,065 99,111 SH   SOLE 0 62,395 0 36,716
Citizens Financial Common Stock 174610105 4,688 185,742 SH   SOLE 0 117,223 0 68,519
Comcast Corp. (Cl A Common Stock 20030N101 6,106 156,653 SH   SOLE 0 99,215 0 57,438
ConocoPhillips Common Stock 20825C104 4,977 118,450 SH   SOLE 0 74,500 0 43,950
Consolidated Edison Common Stock 209115104 5,348 74,357 SH   SOLE 0 47,382 0 26,975
Constellation Brand Common Stock 21036P108 7,127 40,740 SH   SOLE 0 24,789 0 15,951
CVS Caremark Corp. Common Stock 126650100 5,838 89,859 SH   SOLE 0 56,330 0 33,529
Deluxe Corp. Common Stock 248019101 229 9,747 SH   SOLE 0 9,360 0 387
Discover Financial Common Stock 254709108 4,714 94,118 SH   SOLE 0 60,279 0 33,839
Discovery Commun In Common Stock 25470F104 5,190 245,984 SH   SOLE 0 153,771 0 92,213
Dominion Resources Common Stock 25746U109 5,228 64,399 SH   SOLE 0 40,329 0 24,070
Dover Corp. Common Stock 260003108 5,339 55,289 SH   SOLE 0 35,747 0 19,542
Dril-Quip Inc. Common Stock 262037104 234 7,857 SH   SOLE 0 7,598 0 259
Eaton Corp. PLC Common Stock G29183103 5,473 62,559 SH   SOLE 0 39,629 0 22,930
EnerSys Inc. Common Stock 29275Y102 670 10,414 SH   SOLE 0 10,008 0 406
Ensign Group Inc. Common Stock 29358P101 503 12,015 SH   SOLE 0 11,542 0 473
Entergy Corp. Common Stock 29364G103 5,110 54,477 SH   SOLE 0 34,315 0 20,162
Enterprise Finc'l S Common Stock 293712105 343 11,016 SH   SOLE 0 10,582 0 434
Evercore Partners I Common Stock 29977A105 500 8,485 SH   SOLE 0 8,150 0 335
F.N.B. Corp. Common Stock 302520101 266 35,462 SH   SOLE 0 34,062 0 1,400
Federal Agricultura Common Stock 313148306 468 7,309 SH   SOLE 0 7,023 0 286
General Dynamics Co Common Stock 369550108 5,250 35,126 SH   SOLE 0 22,135 0 12,991
Gentherm Incorporat Common Stock 37253A103 474 12,188 SH   SOLE 0 11,709 0 479
Genuine Parts Co. Common Stock 372460105 5,618 64,600 SH   SOLE 0 40,430 0 24,170
Hain Celestial Grou Common Stock 405217100 325 10,318 SH   SOLE 0 9,912 0 406
HCI Group Inc Common Stock 40416E103 386 8,360 SH   SOLE 0 8,029 0 331
Heartland Financial Common Stock 42234Q102 290 8,676 SH   SOLE 0 8,332 0 344
Helen of Troy Corp. Common Stock G4388N106 768 4,075 SH   SOLE 0 3,927 0 148
Henry Schein Inc. Common Stock 806407102 3,266 55,926 SH   SOLE 0 35,055 0 20,871
Hershey Co. Common Stock 427866108 3,941 30,407 SH   SOLE 0 19,078 0 11,329
Home BancShares Inc Common Stock 436893200 502 32,612 SH   SOLE 0 31,253 0 1,359
Home Depot Inc. Common Stock 437076102 5,328 21,268 SH   SOLE 0 13,064 0 8,204
I SHARES TR MSCI EA Common Stock 464287465 2,102 34,535 SH   SOLE 0 28,315 0 6,220
IBERIABANK Corp. Common Stock 450828108 448 9,834 SH   SOLE 0 9,417 0 417
IDACORP Inc. Common Stock 451107106 466 5,333 SH   SOLE 0 5,123 0 210
II-VI Inc. Common Stock 902104108 620 13,135 SH   SOLE 0 12,583 0 552
Innospec Inc Common Stock 45768S105 507 6,562 SH   SOLE 0 6,298 0 264
Insight Enterprises Common Stock 45765U103 494 10,042 SH   SOLE 0 9,645 0 397
Intel Corp. Common Stock 458140100 5,132 85,782 SH   SOLE 0 52,705 0 33,077
International Busin Common Stock 459200101 6,199 51,327 SH   SOLE 0 30,930 0 20,397
International Flavo Common Stock 459506101 4,711 38,469 SH   SOLE 0 24,388 0 14,081
J.M. Smucker Co. Common Stock 832696405 5,733 54,180 SH   SOLE 0 34,504 0 19,676
Jacobs Engineering Common Stock 469814107 496 5,850 SH   SOLE 0 2,600 0 3,250
Johnson & Johnson Common Stock 478160104 6,816 48,465 SH   SOLE 0 30,585 0 17,880
Jones Lang LaSalle Common Stock 48020Q107 374 3,611 SH   SOLE 0 3,485 0 126
JPMorgan Chase & Co Common Stock 46625H100 6,672 70,935 SH   SOLE 0 45,140 0 25,795
Kimberly-Clark Corp Common Stock 494368103 5,581 39,484 SH   SOLE 0 24,520 0 14,964
Knight Transportati Common Stock 499049104 600 14,397 SH   SOLE 0 13,822 0 575
Lam Research Corp. Common Stock 512807108 1,004 3,105 SH   SOLE 0 1,800 0 1,305
Lear Corp. Common Stock 521865204 5,316 48,764 SH   SOLE 0 30,954 0 17,810
Lexington Realty Tr Common Stock 529043101 380 36,000 SH   SOLE 0 34,468 0 1,532
LHC Group Common Stock 50187A107 594 3,405 SH   SOLE 0 3,265 0 140
Life Storage Common Stock 53223X107 479 5,043 SH   SOLE 0 4,844 0 199
Lithia Motors Inc. Common Stock 536797103 699 4,619 SH   SOLE 0 4,432 0 187
Littelfuse Inc. Common Stock 537008104 498 2,921 SH   SOLE 0 2,804 0 117
Lowe's Cos. Common Stock 548661107 2,087 15,447 SH   SOLE 0 11,450 0 3,997
Marathon Petroleum Common Stock 56585A102 5,255 140,570 SH   SOLE 0 87,764 0 52,806
Maximus Inc. Common Stock 577933104 558 7,916 SH   SOLE 0 7,642 0 274
McDonald's Corp. Common Stock 580135101 2,412 13,073 SH   SOLE 0 10,000 0 3,073
McGrath RentCorp Common Stock 580589109 307 5,688 SH   SOLE 0 5,417 0 271
McKesson Corp. Common Stock 58155Q103 5,252 34,230 SH   SOLE 0 21,703 0 12,527
Merck & Co Inc Common Stock 58933Y105 418 5,400 SH   SOLE 0 4,500 0 900
MetLife Inc. Common Stock 59156R108 6,708 183,690 SH   SOLE 0 112,546 0 71,144
National Health Inv Common Stock 63633D104 393 6,470 SH   SOLE 0 6,215 0 255
Neenah Paper Inc. Common Stock 640079109 366 7,408 SH   SOLE 0 7,116 0 292
NextEra Energy Inc Common Stock 65339F101 812 3,381 SH   SOLE 0 2,500 0 881
Nucor Corp. Common Stock 670346105 3,804 91,865 SH   SOLE 0 58,441 0 33,424
OceanFirst Financia Common Stock 675234108 342 19,385 SH   SOLE 0 18,455 0 930
Omega Healthcare In Common Stock 681936100 315 10,609 SH   SOLE 0 10,279 0 330
PepsiCo Inc. Common Stock 713448108 1,379 10,429 SH   SOLE 0 7,250 0 3,179
Pfizer Inc. Common Stock 717081103 392 12,000 SH   SOLE 0 6,800 0 5,200
Piedmont Office Rea Common Stock 720190206 477 28,728 SH   SOLE 0 27,748 0 980
Pinnacle West Capit Common Stock 723484101 573 7,813 SH   SOLE 0 3,941 0 3,872
QUALCOMM Inc. Common Stock 747525103 964 10,574 SH   SOLE 0 5,000 0 5,574
Raytheon Technologi Common Stock 75513E101 727 11,791 SH   SOLE 0 6,154 0 5,637
Regal-Beloit Corp. Common Stock 758750103 635 7,269 SH   SOLE 0 7,017 0 252
RPM International I Common Stock 749685103 5,425 72,281 SH   SOLE 0 45,938 0 26,343
Schweitzer-Mauduit Common Stock 808541106 539 16,138 SH   SOLE 0 15,502 0 636
Seagate Technology Common Stock G7945M107 580 11,990 SH   SOLE 0 5,400 0 6,590
Selective Insurance Common Stock 816300107 380 7,211 SH   SOLE 0 6,926 0 285
Simon Property Grou Common Stock 828806109 4,220 61,720 SH   SOLE 0 38,890 0 22,830
SLM Corp. Common Stock 78442P106 479 68,118 SH   SOLE 0 65,430 0 2,688
Snap-On Inc. Common Stock 833034101 5,743 41,463 SH   SOLE 0 26,339 0 15,124
Spectrum Brands Hol Common Stock 84790A105 398 8,669 SH   SOLE 0 8,326 0 343
STAG Industrial, In Common Stock 85254J102 401 13,668 SH   SOLE 0 13,086 0 582
State Street Corp. Common Stock 857477103 5,959 93,771 SH   SOLE 0 58,530 0 35,241
TCF Financial Corp. Common Stock 872307103 371 12,622 SH   SOLE 0 12,124 0 498
Tegna, Inc. Common Stock 87901J105 493 44,266 SH   SOLE 0 42,522 0 1,744
Teradyne Inc. Common Stock 880770102 506 5,985 SH   SOLE 0 2,800 0 3,185
The Allstate Corp. Common Stock 020002101 6,173 63,642 SH   SOLE 0 40,220 0 23,422
The Blackstone Grou Common Stock 09260D107 736 12,985 SH   SOLE 0 5,200 0 7,785
UnitedHealth Group Common Stock 91324P102 5,834 19,780 SH   SOLE 0 12,465 0 7,315
Universal Health Se Common Stock 913903100 4,857 52,289 SH   SOLE 0 32,952 0 19,337
Verizon Communicati Common Stock 92343V104 735 13,327 SH   SOLE 0 6,400 0 6,927
VIACOM CL B Common Stock 92556H206 5,591 239,763 SH   SOLE 0 151,416 0 88,347
Visa Inc. Common Stock 92826C839 1,701 8,805 SH   SOLE 0 5,800 0 3,005
Walt Disney Co. Common Stock 254687106 799 7,165 SH   SOLE 0 3,400 0 3,765
Welltower Inc Common Stock 95040Q104 4,844 93,601 SH   SOLE 0 58,745 0 34,856
World Fuel Services Common Stock 981475106 509 19,755 SH   SOLE 0 18,977 0 778
Zebra Technologies Common Stock 989207105 490 1,914 SH   SOLE 0 954 0 960