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

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

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 3,425,970 21,199 SH SOLE 11,652 0 9,547
ABM INDS INC COM 000957100 1,020,283 22,969 SH SOLE 22,969 0 0
ALBEMARLE CORP COM 012653101 984,978 4,542 SH SOLE 3,920 0 622
ALLSTATE CORP COM 020002101 224,282 1,654 SH SOLE 1,654 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 462,577 16,191 SH SOLE 16,191 0 0
ALPHABET INC CAP STK CL A 02079K305 2,040,760 23,130 SH SOLE 21,580 0 1,550
ALTRIA GROUP INC COM 02209S103 2,162,997 47,320 SH SOLE 21,693 0 25,627
AMDOCS LTD SHS G02602103 1,094,618 12,042 SH SOLE 11,444 0 598
AMERICAN ELEC PWR CO INC COM 025537101 1,516,826 15,975 SH SOLE 2,631 0 13,344
AMERIPRISE FINL INC COM 03076C106 239,755 770 SH SOLE 770 0 0
AMERISOURCEBERGEN CORP COM 03073E105 509,558 3,075 SH SOLE 3,075 0 0
AMGEN INC COM 031162100 1,227,054 4,672 SH SOLE 4,403 0 269
AMN HEALTHCARE SVCS INC COM 001744101 781,432 7,600 SH SOLE 7,600 0 0
ANTERO RESOURCES CORP COM 03674X106 206,053 6,649 SH SOLE 6,649 0 0
APPFOLIO INC COM CL A 03783C100 651,565 6,183 SH SOLE 6,183 0 0
APPLE INC COM 037833100 5,976,390 45,997 SH SOLE 37,868 0 8,129
ARCH CAP GROUP LTD ORD G0450A105 235,488 3,751 SH SOLE 3,751 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 303,248 3,266 SH SOLE 3,266 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 711,623 3,970 SH SOLE 3,970 0 0
ASPEN TECHNOLOGY INC COM 29109X106 303,992 1,480 SH SOLE 1,480 0 0
ASSOCIATED BANC CORP COM 045487105 975,229 42,236 SH SOLE 42,236 0 0
AT&T INC COM 00206R102 2,682,300 145,698 SH SOLE 75,597 0 70,101
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 931,795 9,244 SH SOLE 9,244 0 0
AUTOZONE INC COM 053332102 873,028 354 SH SOLE 354 0 0
BANK AMERICA CORP COM 060505104 3,462,597 104,547 SH SOLE 55,334 0 49,213
BANK OF NT BUTTERFIELD&SON SHS NEW G0772R208 762,510 25,579 SH SOLE 25,579 0 0
BELDEN INC COM 077454106 885,664 12,318 SH SOLE 12,318 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 618,727 2,003 SH SOLE 2,003 0 0
BEST BUY INC COM 086516101 2,552,683 31,825 SH SOLE 17,100 0 14,725
BLOOMIN BRANDS INC COM 094235108 708,747 35,226 SH SOLE 35,226 0 0
BOISE CASCADE CO DEL COM 09739D100 791,490 11,526 SH SOLE 11,526 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 3,059,026 42,516 SH SOLE 21,263 0 21,253
BROADCOM INC COM 11135F101 2,766,016 4,947 SH SOLE 2,836 0 2,111
BUCKLE INC COM 118440106 951,806 20,988 SH SOLE 20,988 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 1,126,122 17,357 SH SOLE 17,357 0 0
BUNGE LIMITED COM G16962105 937,738 9,399 SH SOLE 139 0 9,260
CADENCE DESIGN SYSTEM INC COM 127387108 404,492 2,518 SH SOLE 2,518 0 0
CAPITAL ONE FINL CORP COM 14040H105 425,292 4,575 SH SOLE 4,132 0 443
CATALYST PHARMACEUTICALS INC COM 14888U101 1,230,892 66,177 SH SOLE 66,177 0 0
CATERPILLAR INC COM 149123101 1,818,500 7,591 SH SOLE 985 0 6,606
CATHAY GEN BANCORP COM 149150104 951,835 23,335 SH SOLE 23,335 0 0
CBRE GROUP INC CL A 12504L109 2,566,077 33,343 SH SOLE 19,815 0 13,528
CELANESE CORP DEL COM 150870103 770,378 7,535 SH SOLE 6,375 0 1,160
CENTENE CORP DEL COM 15135B101 223,805 2,729 SH SOLE 2,729 0 0
CF INDS HLDGS INC COM 125269100 1,151,222 13,512 SH SOLE 3,622 0 9,890
CHECK POINT SOFTWARE TECH LT ORD M22465104 428,439 3,396 SH SOLE 3,396 0 0
CHEVRON CORP NEW COM 166764100 4,896,846 27,282 SH SOLE 13,597 0 13,685
CIGNA CORP NEW COM 125523100 613,310 1,851 SH SOLE 1,851 0 0
COHU INC COM 192576106 647,923 20,216 SH SOLE 20,216 0 0
COMCAST CORP NEW CL A 20030N101 2,506,720 71,682 SH SOLE 33,382 0 38,300
COMERICA INC COM 200340107 880,481 13,171 SH SOLE 4,451 0 8,720
COMMERCIAL METALS CO COM 201723103 1,171,806 24,261 SH SOLE 24,261 0 0
CONCENTRIX CORP COM 20602D101 1,367,021 10,266 SH SOLE 5,246 0 5,020
CONOCOPHILLIPS COM 20825C104 2,410,032 20,424 SH SOLE 5,994 0 14,430
CONSOLIDATED EDISON INC COM 209115104 281,165 2,950 SH SOLE 2,950 0 0
CONSTELLATION ENERGY CORP COM 21037T109 845,720 9,810 SH SOLE 5,415 0 4,395
COWEN INC CL A NEW 223622606 871,229 22,559 SH SOLE 22,559 0 0
CUMMINS INC COM 231021106 213,215 880 SH SOLE 880 0 0
CUSTOMERS BANCORP INC COM 23204G100 590,266 20,828 SH SOLE 20,828 0 0
CVS HEALTH CORP COM 126650100 3,481,299 37,357 SH SOLE 22,182 0 15,175
DARDEN RESTAURANTS INC COM 237194105 2,137,890 15,455 SH SOLE 9,822 0 5,633
DARLING INGREDIENTS INC COM 237266101 218,940 3,498 SH SOLE 3,498 0 0
DEERE & CO COM 244199105 2,770,647 6,462 SH SOLE 3,225 0 3,237
DELL TECHNOLOGIES INC CL C 24703L202 1,436,377 35,713 SH SOLE 19,763 0 15,950
DELTA AIR LINES INC DEL COM NEW 247361702 2,467,720 75,098 SH SOLE 36,898 0 38,200
DICKS SPORTING GOODS INC COM 253393102 916,008 7,615 SH SOLE 181 0 7,434
DISCOVER FINL SVCS COM 254709108 1,805,355 18,454 SH SOLE 8,121 0 10,333
DTE ENERGY CO COM 233331107 202,152 1,720 SH SOLE 1,720 0 0
EAST WEST BANCORP INC COM 27579R104 286,665 4,350 SH SOLE 4,350 0 0
ELEVANCE HEALTH INC COM 036752103 333,943 651 SH SOLE 622 0 29
ENCORE WIRE CORP COM 292562105 786,018 5,714 SH SOLE 5,714 0 0
ENSIGN GROUP INC COM 29358P101 1,011,381 10,690 SH SOLE 10,690 0 0
EXELON CORP COM 30161N101 2,085,156 48,234 SH SOLE 21,101 0 27,133
EXXON MOBIL CORP COM 30231G102 559,000 5,068 SH SOLE 5,068 0 0
FIRST FINL BANCORP OH COM 320209109 1,019,283 42,067 SH SOLE 42,067 0 0
FORD MTR CO DEL COM 345370860 665,655 57,236 SH SOLE 53,721 0 3,515
FOX CORP CL A COM 35137L105 470,249 15,484 SH SOLE 15,484 0 0
FULLER H B CO COM 359694106 767,623 10,718 SH SOLE 10,718 0 0
GEN DIGITAL INC COM 668771108 402,455 18,780 SH SOLE 18,780 0 0
GENERAL DYNAMICS CORP COM 369550108 471,161 1,899 SH SOLE 1,079 0 820
GILEAD SCIENCES INC COM 375558103 2,569,147 29,926 SH SOLE 11,986 0 17,940
GOLDMAN SACHS GROUP INC COM 38141G104 1,797,251 5,234 SH SOLE 1,643 0 3,591
GRAINGER W W INC COM 384802104 233,069 419 SH SOLE 419 0 0
GRAY TELEVISION INC COM 389375106 483,419 43,201 SH SOLE 43,201 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 1,089,294 19,144 SH SOLE 19,144 0 0
HANCOCK WHITNEY CORPORATION COM 410120109 967,558 19,995 SH SOLE 19,995 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 254,789 3,360 SH SOLE 3,360 0 0
HCA HEALTHCARE INC COM 40412C101 254,838 1,062 SH SOLE 1,052 0 10
HENRY SCHEIN INC COM 806407102 219,323 2,746 SH SOLE 2,746 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 730,218 45,753 SH SOLE 45,753 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 610,698 4,833 SH SOLE 57 0 4,776
HOME DEPOT INC COM 437076102 685,100 2,169 SH SOLE 2,149 0 20
HOPE BANCORP INC COM 43940T109 785,112 61,289 SH SOLE 61,289 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 825,391 7,253 SH SOLE 7,253 0 0
HOST HOTELS & RESORTS INC COM 44107P104 1,406,718 87,646 SH SOLE 30,786 0 56,860
HP INC COM 40434L105 895,443 33,325 SH SOLE 28,460 0 4,865
INSPIRE MED SYS INC COM 457730109 1,018,099 4,042 SH SOLE 4,042 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 3,409,256 24,198 SH SOLE 13,986 0 10,212
INTERPUBLIC GROUP COS INC COM 460690100 621,831 18,668 SH SOLE 18,668 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 769,972 14,980 SH SOLE 14,980 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 766,867 61,894 SH SOLE 61,894 0 0
ISHARES TR CORE US AGGBD ET 464287226 1,172,609 12,090 SH SOLE 12,090 0 0
JABIL INC COM 466313103 1,394,281 20,444 SH SOLE 19,531 0 913
JOHNSON CTLS INTL PLC SHS G51502105 240,000 3,750 SH SOLE 3,750 0 0
JPMORGAN CHASE & CO COM 46625H100 2,975,545 22,189 SH SOLE 18,580 0 3,609
KORN FERRY COM NEW 500643200 719,310 14,210 SH SOLE 14,210 0 0
KRAFT HEINZ CO COM 500754106 1,124,736 27,628 SH SOLE 26,144 0 1,484
KROGER CO COM 501044101 1,177,625 26,416 SH SOLE 25,266 0 1,150
LAM RESEARCH CORP COM 512807108 786,381 1,871 SH SOLE 1,758 0 113
LOWES COS INC COM 548661107 983,050 4,934 SH SOLE 4,541 0 393
M D C HLDGS INC COM 552676108 476,876 15,091 SH SOLE 15,091 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 1,153,740 49,200 SH SOLE 49,200 0 0
MALIBU BOATS INC COM CL A 56117J100 608,793 11,422 SH SOLE 11,422 0 0
MARATHON PETE CORP COM 56585A102 307,270 2,640 SH SOLE 2,640 0 0
MARINEMAX INC COM 567908108 551,720 17,672 SH SOLE 17,672 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 466,624 3,467 SH SOLE 1,927 0 1,540
MASCO CORP COM 574599106 355,019 7,607 SH SOLE 6,893 0 714
MCKESSON CORP COM 58155Q103 1,141,115 3,042 SH SOLE 3,042 0 0
MEDIFAST INC COM 58470H101 566,830 4,914 SH SOLE 4,914 0 0
MERCK & CO INC COM 58933Y105 4,645,698 41,872 SH SOLE 23,547 0 18,325
METHODE ELECTRS INC COM 591520200 889,264 20,042 SH SOLE 20,042 0 0
METLIFE INC COM 59156R108 2,736,889 37,818 SH SOLE 19,811 0 18,007
MICROSOFT CORP COM 594918104 4,333,068 18,068 SH SOLE 16,998 0 1,070
MODERNA INC COM 60770K107 547,661 3,049 SH SOLE 3,049 0 0
MONGODB INC CL A 60937P106 633,825 3,220 SH SOLE 0 0 3,220
MORGAN STANLEY COM NEW 617446448 1,075,758 12,653 SH SOLE 12,052 0 601
MRC GLOBAL INC COM 55345K103 737,241 63,665 SH SOLE 63,665 0 0
MUELLER INDS INC COM 624756102 843,228 14,292 SH SOLE 14,292 0 0
NEWMARK GROUP INC CL A 65158N102 443,244 55,614 SH SOLE 55,614 0 0
NORTHROP GRUMMAN CORP COM 666807102 716,386 1,313 SH SOLE 1,231 0 82
NRG ENERGY INC COM NEW 629377508 296,785 9,327 SH SOLE 9,327 0 0
NUCOR CORP COM 670346105 1,272,626 9,655 SH SOLE 1,265 0 8,390
OKTA INC CL A 679295105 1,011,284 14,800 SH SOLE 2,490 0 12,310
OMNICOM GROUP INC COM 681919106 616,180 7,554 SH SOLE 7,554 0 0
ON SEMICONDUCTOR CORP COM 682189105 554,594 8,892 SH SOLE 8,892 0 0
ORACLE CORP COM 68389X105 1,258,959 15,402 SH SOLE 5,472 0 9,930
OTTER TAIL CORP COM 689648103 659,196 11,228 SH SOLE 11,228 0 0
OWENS & MINOR INC NEW COM 690732102 317,987 16,282 SH SOLE 16,282 0 0
OWENS CORNING NEW COM 690742101 272,704 3,197 SH SOLE 3,197 0 0
OXFORD INDS INC COM 691497309 919,780 9,871 SH SOLE 9,871 0 0
PACCAR INC COM 693718108 1,696,742 17,144 SH SOLE 6,041 0 11,103
PACIRA BIOSCIENCES INC COM 695127100 452,123 11,710 SH SOLE 11,710 0 0
PARKER-HANNIFIN CORP COM 701094104 224,070 770 SH SOLE 770 0 0
PFIZER INC COM 717081103 2,038,532 39,784 SH SOLE 9,131 0 30,653
PHILIP MORRIS INTL INC COM 718172109 1,802,044 17,805 SH SOLE 2,905 0 14,900
PHOTRONICS INC COM 719405102 815,666 48,465 SH SOLE 48,465 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 576,124 62,827 SH SOLE 62,827 0 0
PPL CORP COM 69351T106 1,857,340 63,564 SH SOLE 26,574 0 36,990
PROVIDENT FINL SVCS INC COM 74386T105 851,303 39,855 SH SOLE 39,855 0 0
PULTE GROUP INC COM 745867101 1,709,925 37,556 SH SOLE 17,561 0 19,995
QUALCOMM INC COM 747525103 1,689,008 15,363 SH SOLE 9,624 0 5,739
QUEST DIAGNOSTICS INC COM 74834L100 246,393 1,575 SH SOLE 1,575 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 270,365 2,679 SH SOLE 2,643 0 36
REGAL REXNORD CORPORATION COM 758750103 803,266 6,695 SH SOLE 95 0 6,600
REGIONS FINANCIAL CORP NEW COM 7591EP100 1,811,126 84,004 SH SOLE 36,714 0 47,290
RPC INC COM 749660106 1,142,089 128,469 SH SOLE 128,469 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 410,190 33,000 SH SOLE 33,000 0 0
SEAWORLD ENTMT INC COM 81282V100 708,847 13,247 SH SOLE 13,247 0 0
SIMON PPTY GROUP INC NEW COM 828806109 560,145 4,768 SH SOLE 3,358 0 1,410
SM ENERGY CO COM 78454L100 954,830 27,414 SH SOLE 27,414 0 0
SMUCKER J M CO COM NEW 832696405 248,782 1,570 SH SOLE 1,570 0 0
SNAP ON INC COM 833034101 205,413 899 SH SOLE 899 0 0
SOUTHWEST GAS HLDGS INC COM 844895102 488,171 7,889 SH SOLE 7,889 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 546,492 1,429 SH SOLE 1,429 0 0
SYNOPSYS INC COM 871607107 415,716 1,302 SH SOLE 1,302 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 926,709 51,656 SH SOLE 51,656 0 0
TAPESTRY INC COM 876030107 2,290,398 60,147 SH SOLE 26,823 0 33,324
TARGET CORP COM 87612E106 2,312,654 15,517 SH SOLE 9,163 0 6,354
TENET HEALTHCARE CORP COM NEW 88033G407 617,681 12,660 SH SOLE 12,660 0 0
TORO CO COM 891092108 225,155 1,989 SH SOLE 1,989 0 0
TRITON INTL LTD CL A G9078F107 1,139,272 16,564 SH SOLE 16,564 0 0
TYSON FOODS INC CL A 902494103 1,773,254 28,486 SH SOLE 15,261 0 13,225
ULTA BEAUTY INC COM 90384S303 840,573 1,792 SH SOLE 1,792 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 634,823 19,150 SH SOLE 19,150 0 0
UNITED AIRLS HLDGS INC COM 910047109 200,564 5,320 SH SOLE 5,320 0 0
UNITED RENTALS INC COM 911363109 3,329,930 9,369 SH SOLE 5,740 0 3,629
UNITEDHEALTH GROUP INC COM 91324P102 4,806,612 9,066 SH SOLE 5,223 0 3,843
UNUM GROUP COM 91529Y106 1,194,260 29,107 SH SOLE 5,727 0 23,380
US BANCORP DEL COM NEW 902973304 383,681 8,798 SH SOLE 4,858 0 3,940
VALERO ENERGY CORP COM 91913Y100 3,513,515 27,696 SH SOLE 15,560 0 12,136
VERACYTE INC COM 92337F107 486,157 20,487 SH SOLE 20,487 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,413,565 61,258 SH SOLE 25,420 0 35,838
VISA INC COM CL A 92826C839 207,760 1,000 SH SOLE 1,000 0 0
VISTA OUTDOOR INC COM 928377100 470,268 19,297 SH SOLE 19,297 0 0
VMWARE INC CL A COM 928563402 433,466 3,531 SH SOLE 3,531 0 0
WARRIOR MET COAL INC COM 93627C101 664,083 19,171 SH SOLE 19,171 0 0
WASHINGTON FED INC COM 938824109 854,686 25,475 SH SOLE 25,475 0 0
WELLS FARGO CO NEW COM 949746101 2,760,195 66,849 SH SOLE 30,484 0 36,365
WORKIVA INC COM CL A 98139A105 699,386 8,329 SH SOLE 8,329 0 0
XCEL ENERGY INC COM 98389B100 280,440 4,000 SH SOLE 4,000 0 0
ZIONS BANCORPORATION N A COM 989701107 311,674 6,340 SH SOLE 6,340 0 0