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
EURONAV NV ANTWERPEN SHS B38564108 23,779 2,108,034 SH   SOLE   1,509,111 0 598,923
ALLERGAN PLC SHS G0177J108 2,568 14,500 SH   SOLE   11,400 0 3,100
GOLAR LNG LTD SHS G9456A100 8,890 1,128,123 SH   SOLE   1,128,123 0 0
TE CONNECTIVITY LTD REG SHS H84989104 2,518 39,980 SH   SOLE   26,095 0 13,885
GILAT SATELLITE NETWORKS LTD SHS NEW M51474118 163 23,000 SH   SOLE   23,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 282 3,400 SH   SOLE   0 0 3,400
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 14,527 4,323,609 SH   SOLE   3,349,740 0 973,869
HOEGH LNG PARTNERS LP COM UNIT LTD Y3262R100 3,508 478,534 SH   SOLE   478,534 0 0
TEEKAY TANKERS LTD CL A Y8565N300 2,533 113,884 SH   SOLE   113,884 0 0
AT&T INC COM 00206R102 14,362 492,700 SH   SOLE   282,972 0 209,728
ABBVIE INC COM 00287Y109 4,216 55,337 SH   SOLE   0 0 55,337
AMERICAN ELEC PWR CO INC COM 025537101 784 9,800 SH   SOLE   300 0 9,500
AMERICAN INTL GROUP INC COM NEW 026874784 988 40,725 SH   SOLE   22,400 0 18,325
ASTRAZENECA PLC SPONSORED ADR 046353108 384 8,600 SH   SOLE   0 0 8,600
ATLANTIC CAP BANCSHARES INC COM 048269203 724 61,013 SH   SOLE   61,013 0 0
BP PLC SPONSORED ADR 055622104 1,724 70,693 SH   SOLE   70,693 0 0
BK OF AMERICA CORP COM 060505104 11,126 524,064 SH   SOLE   315,900 0 208,164
BLACK HILLS CORP COM 092113109 1,031 16,100 SH   SOLE   16,100 0 0
BRIGHTSPHERE INVT GROUP INC COM 10948W103 263 41,148 SH   SOLE   41,148 0 0
C & F FINL CORP COM 12466Q104 131 3,276 SH   SOLE   3,276 0 0
CNO FINL GROUP INC COM 12621E103 14,469 1,167,821 SH   SOLE   828,837 0 338,984
CSI COMPRESSCO LP COM UNIT 12637A103 370 569,074 SH   SOLE   569,074 0 0
CAMPBELL SOUP CO COM 134429109 13,516 292,800 SH   SOLE   173,000 0 119,800
CAPSTAR FINL HLDGS INC COM 14070T102 221 22,321 SH   SOLE   22,321 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 6,450 330,772 SH   SOLE   242,380 0 88,392
CARTER BK & TR MARTINSVILLE COM 146102108 33 3,600 SH   SOLE   3,600 0 0
CATCHMARK TIMBER TR INC CL A 14912Y202 1,652 228,852 SH   SOLE   228,852 0 0
CHEVRON CORP NEW COM 166764100 2,659 36,700 SH   SOLE   36,700 0 0
CITIGROUP INC COM NEW 172967424 11,340 269,225 SH   SOLE   159,770 0 109,455
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 14,289 1,075,162 SH   SOLE   811,625 0 263,537
CONAGRA BRANDS INC COM 205887102 5,868 200,000 SH   SOLE   106,300 0 93,700
CONMED CORP COM 207410101 1,561 27,251 SH   SOLE   27,251 0 0
CONTINENTAL RES INC COM 212015101 267 35,002 SH   SOLE   35,002 0 0
DEVON ENERGY CORP NEW COM 25179M103 176 25,500 SH   SOLE   25,500 0 0
DISNEY WALT CO COM DISNEY 254687106 3,690 38,200 SH   SOLE   22,000 0 16,200
ENERGY FUELS INC COM NEW 292671708 460 390,170 SH   SOLE   390,170 0 0
ENOVA INTL INC COM 29357K103 3,142 216,865 SH   SOLE   216,865 0 0
ENTERGY CORP NEW COM 29364G103 10,941 116,428 SH   SOLE   72,528 0 43,900
EVERGY INC COM 30034W106 10,358 188,152 SH   SOLE   113,252 0 74,900
EXELON CORP COM 30161N101 11,337 308,000 SH   SOLE   182,900 0 125,100
EZCORP INC CL A NON VTG 302301106 890 213,546 SH   SOLE   213,546 0 0
FEDEX CORP COM 31428X106 1,358 11,200 SH   SOLE   3,700 0 7,500
F5 NETWORKS INC COM 315616102 554 5,200 SH   SOLE   5,200 0 0
FIRST BANCORP N C COM 318910106 613 26,539 SH   SOLE   26,539 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 4,096 12,304 SH   SOLE   12,304 0 0
FIRST HORIZON NATL CORP COM 320517105 4,033 500,372 SH   SOLE   500,372 0 0
FIRSTENERGY CORP COM 337932107 23,830 594,707 SH   SOLE   361,100 0 233,607
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 7,165 189,100 SH   SOLE   143,100 0 46,000
GOLDMAN SACHS GROUP INC COM 38141G104 4,298 27,800 SH   SOLE   16,500 0 11,300
GRANITE REAL ESTATE INVT TR UNIT 99/99/9999 387437114 8,796 212,988 SH   SOLE   152,488 0 60,500
HP INC COM 40434L105 2,158 124,293 SH   SOLE   83,193 0 41,100
HANGER INC COM NEW 41043F208 1,976 126,833 SH   SOLE   126,833 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 2,925 301,200 SH   SOLE   199,100 0 102,100
HIGHPOINT RES CORP COM 43114K108 161 845,963 SH   SOLE   845,963 0 0
HILL ROM HLDGS INC COM 431475102 4,879 48,500 SH   SOLE   31,300 0 17,200
HOME DEPOT INC COM 437076102 11,016 59,000 SH   SOLE   36,900 0 22,100
IBERIABANK CORP COM 450828108 2,266 62,665 SH   SOLE   35,457 0 27,208
INNOSPEC INC COM 45768S105 1,667 23,992 SH   SOLE   23,992 0 0
JPMORGAN CHASE & CO COM 46625H100 15,354 170,545 SH   SOLE   111,600 0 58,945
KBR INC COM 48242W106 54,863 2,652,933 SH   SOLE   1,996,859 0 656,074
KAISER ALUMINUM CORP COM PAR $0.01 483007704 515 7,427 SH   SOLE   7,427 0 0
LAMB WESTON HLDGS INC COM 513272104 1,157 20,262 SH   SOLE   13,666 0 6,596
LENNAR CORP CL B 526057302 3,296 113,984 SH   SOLE   77,281 0 36,703
LILLY ELI & CO COM 532457108 19,327 139,322 SH   SOLE   85,000 0 54,322
MASTERCARD INC CL A 57636Q104 13,805 57,150 SH   SOLE   32,850 0 24,300
MERCK & CO. INC COM 58933Y105 8,894 115,600 SH   SOLE   95,900 0 19,700
MICROSOFT CORP COM 594918104 40,086 254,173 SH   SOLE   170,700 0 83,473
MILLER INDS INC TENN COM NEW 600551204 2,691 95,156 SH   SOLE   95,156 0 0
NATIONAL FUEL GAS CO N J COM 636180101 675 18,100 SH   SOLE   18,100 0 0
NELNET INC CL A 64031N108 815 17,955 SH   SOLE   17,955 0 0
NEXTERA ENERGY INC COM 65339F101 770 3,200 SH   SOLE   200 0 3,000
NORTHROP GRUMMAN CORP COM 666807102 17,048 56,348 SH   SOLE   45,000 0 11,348
OFFICE PPTYS INCOME TR COM SHS BEN INT 67623C109 1,773 65,069 SH   SOLE   65,069 0 0
ONEWATER MARINE INC CL A COM 68280L101 130 16,961 SH   SOLE   16,961 0 0
ORACLE CORP COM 68389X105 7,119 147,300 SH   SOLE   85,300 0 62,000
PFIZER INC COM 717081103 5,115 156,700 SH   SOLE   126,300 0 30,400
PHILIP MORRIS INTL INC COM 718172109 5,910 81,000 SH   SOLE   25,100 0 55,900
PORTLAND GEN ELEC CO COM NEW 736508847 3,018 62,945 SH   SOLE   62,945 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 9,524 272,974 SH   SOLE   239,128 0 33,846
SCIENCE APPLICATNS INTL CP N COM 808625107 9,469 126,881 SH   SOLE   110,736 0 16,145
SEACOR HOLDINGS INC COM 811904101 189 7,017 SH   SOLE   7,017 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 150 13,592 SH   SOLE   13,592 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 778 54,000 SH   SOLE   54,000 0 0
TRUIST FINL CORP COM 89832Q109 6,387 207,090 SH   SOLE   135,866 0 71,224
TYSON FOODS INC CL A 902494103 5,563 96,135 SH   SOLE   65,335 0 30,800
UFP TECHNOLOGIES INC COM 902673102 8 200 SH   SOLE   200 0 0
URANIUM ENERGY CORP COM 916896103 22 39,000 SH   SOLE   39,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 365 6,800 SH   SOLE   0 0 6,800
VIACOMCBS INC CL B 92556H206 2,684 191,600 SH   SOLE   114,400 0 77,200
VISA INC COM CL A 92826C839 435 2,700 SH   SOLE   100 0 2,600
VIRTUS INVT PARTNERS INC COM 92828Q109 1,429 18,773 SH   SOLE   18,773 0 0
VOYA FINANCIAL INC COM 929089100 300 7,404 SH   SOLE   7,404 0 0
WALMART INC COM 931142103 15,293 134,600 SH   SOLE   77,100 0 57,500