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
3M CO COM 88579Y101 2,226 13,895 SH   SOLE   13,895 0 0
ABBOTT LABS COM 002824100 1,504 13,820 SH   SOLE   13,820 0 0
ABBVIE INC COM 00287Y109 1,318 15,050 SH   SOLE   15,050 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 45,784 298,268 SH   SOLE   298,268 0 0
ALLY FINL INC COM 02005N100 30,116 1,201,260 SH   SOLE   1,201,260 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 33,528 1,217,876 SH   SOLE   1,217,876 0 0
AMERISOURCEBERGEN CORP COM 03073E105 39,894 411,621 SH   SOLE   411,621 0 0
ANTHEM INC COM 036752103 810 3,014 SH   SOLE   3,014 0 0
APPLE INC COM 037833100 1,956 16,892 SH   SOLE   16,892 0 0
AT&T INC COM 00206R102 32,794 1,150,264 SH   SOLE   1,150,264 0 0
BAKER HUGHES COMPANY CL A 05722G100 19,015 1,430,808 SH   SOLE   1,430,808 0 0
BK OF AMERICA CORP COM 060505104 15,090 626,406 SH   SOLE   626,406 0 0
BMC STK HLDGS INC COM 05591B109 288 6,715 SH   SOLE   6,715 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,446 23,989 SH   SOLE   23,989 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 16,597 1,419,723 SH   SOLE   1,419,723 0 0
CISCO SYS INC COM 17275R102 876 22,239 SH   SOLE   22,239 0 0
CNH INDL N V SHS N20944109 26,171 3,346,675 SH   SOLE   3,346,675 0 0
CONAGRA BRANDS INC COM 205887102 24,221 678,268 SH   SOLE   678,268 0 0
CVS HEALTH CORP COM 126650100 35,622 609,971 SH   SOLE   609,971 0 0
DXC TECHNOLOGY CO COM 23355L106 16,243 909,944 SH   SOLE   909,944 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 33,174 662,819 SH   SOLE   662,819 0 0
EMERSON ELEC CO COM 291011104 1,181 18,005 SH   SOLE   18,005 0 0
ENERSYS COM 29275Y102 307 4,573 SH   SOLE   4,573 0 0
EQUITABLE HLDGS INC COM 29452E101 33,883 1,857,594 SH   SOLE   1,857,594 0 0
FIRST HORIZON NATL CORP COM 320517105 236 25,049 SH   SOLE   25,049 0 0
GLATFELTER COM 377316104 210 15,227 SH   SOLE   15,227 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 336 8,916 SH   SOLE   8,916 0 0
GP STRATEGIES CORP COM 36225V104 173 17,971 SH   SOLE   17,971 0 0
HOOKER FURNITURE CORP COM 439038100 242 9,386 SH   SOLE   9,386 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 36,200 297,524 SH   SOLE   297,524 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 541 3,611 SH   SOLE   3,611 0 0
JOHNSON & JOHNSON COM 478160104 2,477 16,637 SH   SOLE   16,637 0 0
KROGER CO COM 501044101 24,538 723,614 SH   SOLE   723,614 0 0
LANDEC CORP COM 514766104 250 25,698 SH   SOLE   25,698 0 0
LILLY ELI & CO COM 532457108 25,154 169,936 SH   SOLE   169,936 0 0
LINCOLN NATL CORP IND COM 534187109 16,345 521,715 SH   SOLE   521,715 0 0
LUMEN TECHNOLOGIES INC COM 156700106 24,883 2,466,056 SH   SOLE   2,466,056 0 0
MARTEN TRANS LTD COM 573075108 178 10,892 SH   SOLE   10,892 0 0
MERCK & CO. INC COM 58933Y105 35,225 424,658 SH   SOLE   424,658 0 0
MICROSOFT CORP COM 594918104 766 3,644 SH   SOLE   3,644 0 0
MURPHY OIL CORP COM 626717102 12,876 1,443,539 SH   SOLE   1,443,539 0 0
NEWELL BRANDS INC COM 651229106 26,484 1,543,349 SH   SOLE   1,543,349 0 0
NOBLE ENERGY INC COM 655044105 16,681 1,950,941 SH   SOLE   1,950,941 0 0
NUCOR CORP COM 670346105 33,670 750,561 SH   SOLE   750,561 0 0
ORACLE CORP COM 68389X105 492 8,238 SH   SOLE   8,238 0 0
PEPSICO INC COM 713448108 812 5,860 SH   SOLE   5,860 0 0
POTLATCHDELTIC CORPORATION COM 737630103 225 5,345 SH   SOLE   5,345 0 0
PROCTER AND GAMBLE CO COM 742718109 3,814 27,444 SH   SOLE   27,444 0 0
QUANTA SVCS INC COM 74762E102 303 5,738 SH   SOLE   5,738 0 0
RAMBUS INC DEL COM 750917106 161 11,778 SH   SOLE   11,778 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 15,995 156,753 SH   SOLE   156,753 0 0
RPT REALTY SH BEN INT 74971D101 205 37,766 SH   SOLE   37,766 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 773 2,307 SH   SOLE   2,307 0 0
STAG INDL INC COM 85254J102 297 9,747 SH   SOLE   9,747 0 0
STANLEY BLACK & DECKER INC COM 854502101 16,036 98,865 SH   SOLE   98,865 0 0
SVB FINANCIAL GROUP COM 78486Q101 1,460 6,066 SH   SOLE   6,066 0 0
SYSCO CORP COM 871829107 30,158 484,699 SH   SOLE   484,699 0 0
TAPESTRY INC COM 876030107 19,201 1,228,459 SH   SOLE   1,228,459 0 0
VANGUARD BD INDEX FDS INTERMED TERM 921937819 878 9,389 SH   SOLE   9,389 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 209 680 SH   SOLE   680 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 394 9,119 SH   SOLE   9,119 0 0
VIACOMCBS INC CL B 92556H206 21,019 750,401 SH   SOLE   750,401 0 0
WELLS FARGO CO NEW COM 949746101 32,778 1,394,235 SH   SOLE   1,394,235 0 0