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
3M Company COM 88579Y101 144,461 1,321,085 SH   SOLE   1,298,258 0 22,827
AAR Corporation COM 000361105 22,044 1,002,927 SH   SOLE   998,122 0 4,805
Aaron's Inc. COM 002535300 37,629 1,343,417 SH   SOLE   1,232,463 0 110,954
Abbott Laboratories COM 002824100 100,376 2,877,757 SH   SOLE   2,833,899 0 43,858
ACE Ltd. COM H0023R105 313 3,496 SH   SOLE   3,496 0 0
Air Products & Chemicals Inc. COM 009158106 75,617 825,781 SH   SOLE   813,272 0 12,509
Alaska Air Group Inc. COM 011659109 8,302 159,645 SH   SOLE   158,810 0 835
Alere Inc COM 01449J105 19,233 785,000 SH   SOLE   781,585 0 3,415
Alleghany Corp. COM 017175100 23,711 61,859 SH   SOLE   55,767 0 6,092
American Equity Investment Lif COM 025676206 19,182 1,221,800 SH   SOLE   1,117,850 0 103,950
American International Group I COM 026874784 267,700 5,988,820 SH   SOLE   5,463,633 0 525,187
Apache Corp. COM 037411105 146,816 1,751,355 SH   SOLE   1,721,635 0 29,720
Apple Inc. COM 037833100 120,124 303,281 SH   SOLE   298,896 0 4,385
Assurant Inc. COM 04621X108 25,051 492,059 SH   SOLE   489,419 0 2,640
Assured Guaranty Ltd. COM G0585R106 44,984 2,039,184 SH   SOLE   1,953,605 0 85,579
AutoZone Inc. COM 053332102 359 848 SH   SOLE   848 0 0
Avis Budget Group COM 053774105 27,686 962,975 SH   SOLE   958,030 0 4,945
B & G Foods Inc. COM 05508R106 22,317 655,411 SH   SOLE   577,096 0 78,315
Baidu Inc. COM 056752108 239 2,530 SH   SOLE   2,530 0 0
Bank of Marin Bancorp COM 063425102 268 6,695 SH   SOLE   6,695 0 0
Baxter International Inc. COM 071813109 118,496 1,710,635 SH   SOLE   1,696,547 0 14,088
Berry Petroleum Co. (Cl A) COM 085789105 4,937 116,648 SH   SOLE   114,273 0 2,375
Boston Scientific Corp. COM 101137107 189,718 20,465,802 SH   SOLE   19,146,900 0 1,318,902
Brink's Co. COM 109696104 17,773 696,692 SH   SOLE   638,057 0 58,635
Broadridge Financial Solutions COM 11133T103 28,514 1,072,760 SH   SOLE   928,215 0 144,545
Callaway Golf Co. COM 131193104 8,933 1,357,635 SH   SOLE   1,193,955 0 163,680
Capital One Financial Corp. COM 14040H105 314 4,994 SH   SOLE   4,994 0 0
CareFusion Corp. COM 14170T101 2,479 67,262 SH   SOLE   44,427 0 22,835
Carrizo Oil & Gas Inc. COM 144577103 7,634 269,450 SH   SOLE   268,125 0 1,325
Carter's, Inc. COM 146229109 8,055 108,744 SH   SOLE   108,054 0 690
Charles Schwab Corp. COM 808513105 121,898 5,741,763 SH   SOLE   5,654,533 0 87,230
Cimarex Energy Co. COM 171798101 79,174 1,218,247 SH   SOLE   1,163,087 0 55,160
Cisco Systems Inc. COM 17275R102 184,628 7,594,744 SH   SOLE   6,922,767 0 671,977
Citigroup Inc. COM 172967424 268,518 5,597,626 SH   SOLE   5,112,217 0 485,409
City National Corp COM 178566105 3,472 54,795 SH   SOLE   54,545 0 250
Cleco Corp. COM 12561W105 18,451 397,401 SH   SOLE   381,576 0 15,825
Comcast Corp. Cl A COM 20030N101 107,095 2,557,194 SH   SOLE   2,520,845 0 36,349
ConAgra Foods Inc. COM 205887102 183,535 5,254,353 SH   SOLE   5,024,931 0 229,422
Contango Oil and Gas Inc COM 21075N204 6,797 201,381 SH   SOLE   179,856 0 21,525
Core-Mark Holding Co, Inc. COM 218681104 2,398 37,760 SH   SOLE   37,180 0 580
Corrections Corp. of America COM 22025Y407 22,660 669,040 SH   SOLE   612,611 0 56,429
Crimson Exploration Inc COM 22662K207 1,713 607,379 SH   SOLE   534,179 0 73,200
CSG Systems International Inc. COM 126349109 18,096 833,896 SH   SOLE   759,018 0 74,878
Denbury Resources Inc. COM 247916208 18,884 1,090,320 SH   SOLE   974,990 0 115,330
Devon Energy Corp. COM 25179M103 112,660 2,171,546 SH   SOLE   2,135,560 0 35,986
Diamond Foods, Inc. COM 252603105 3,581 172,568 SH   SOLE   171,698 0 870
Dollar General Corp. COM 256677105 383 7,598 SH   SOLE   7,598 0 0
Dover Corp. COM 260003108 192,198 2,474,860 SH   SOLE   2,182,968 0 291,892
Endurance Specialty Hldgs Ltd COM G30397106 23,857 463,696 SH   SOLE   429,662 0 34,034
Energen Corp. COM 29265N108 6,496 124,294 SH   SOLE   86,884 0 37,410
Energizer Holdings Inc. COM 29266R108 49,696 494,437 SH   SOLE   450,142 0 44,295
Enstar Group Limited COM G3075P101 12,575 94,562 SH   SOLE   93,997 0 565
EOG Resources Inc. COM 26875P101 209,206 1,588,742 SH   SOLE   1,452,348 0 136,394
Express Scripts Holding Co. COM 30219G108 63,769 1,033,697 SH   SOLE   1,010,960 0 22,737
First Niagara Financial Group COM 33582V108 15,935 1,582,376 SH   SOLE   1,348,246 0 234,130
First of Long Island Corp. COM 320734106 7,385 222,507 SH   SOLE   191,984 0 30,523
First Republic Bank/San Fran COM 33616C100 6,487 168,588 SH   SOLE   120,123 0 48,465
Flowers Foods Inc. COM 343498101 13,505 612,465 SH   SOLE   556,273 0 56,192
Forest Laboratories Inc. COM 345838106 29,942 730,293 SH   SOLE   587,715 0 142,578
Forest Oil Corp. COM 346091705 1,074 262,637 SH   SOLE   261,032 0 1,605
Fortress Inv. Group LLC COM 34958B106 16,764 2,555,471 SH   SOLE   2,525,923 0 29,548
General Mills Inc. COM 370334104 162,102 3,340,248 SH   SOLE   3,040,553 0 299,695
GlaxoSmithKline PLC COM 37733W105 478 9,561 SH   SOLE   9,561 0 0
Global Sources Ltd. COM G39300101 9,403 1,401,398 SH   SOLE   1,337,397 0 64,001
Greatbatch Inc COM 39153L106 19,365 590,564 SH   SOLE   535,789 0 54,775
Greenlight Capital Re Ltd COM G4095J109 22,715 926,010 SH   SOLE   840,465 0 85,545
Hanesbrands Inc. COM 410345102 2,700 52,510 SH   SOLE   52,255 0 255
Harris Teeter Supermarkets Inc COM 414585109 23,467 500,781 SH   SOLE   425,711 0 75,070
Hartford Financial Services Gr COM 416515104 119,998 3,880,907 SH   SOLE   3,751,585 0 129,322
HCC Insurance Holdings Inc. COM 404132102 40,197 932,433 SH   SOLE   867,508 0 64,925
Hillenbrand Inc. COM 431571108 21,498 906,699 SH   SOLE   832,459 0 74,240
Hub Group Inc. COM 443320106 32,093 881,188 SH   SOLE   784,744 0 96,444
Huntington Bancshares Inc. COM 446150104 106 13,409 SH   SOLE   13,409 0 0
Hyster-Yale Materials Handling COM 449172105 7,861 125,189 SH   SOLE   124,529 0 660
Illinois Tool Works Inc. COM 452308109 128,716 1,860,858 SH   SOLE   1,832,041 0 28,817
International Business Machine COM 459200101 143,896 752,951 SH   SOLE   741,179 0 11,772
iStar Financial Inc. COM 45031U101 54,268 4,806,768 SH   SOLE   4,562,531 0 244,237
Jarden Corp COM 471109108 669 15,300 SH   SOLE   15,300 0 0
JPMorgan Chase & Co. COM 46625H100 257,671 4,881,065 SH   SOLE   4,442,465 0 438,600
Juniper Networks Inc. COM 48203R104 98,525 5,102,284 SH   SOLE   4,899,225 0 203,059
Kaydon Corp. COM 486587108 2,889 104,862 SH   SOLE   104,282 0 580
Kennametal Inc. COM 489170100 27,936 719,453 SH   SOLE   665,958 0 53,495
KeyCorp COM 493267108 8,025 726,922 SH   SOLE   513,247 0 213,675
Kimberly-Clark Corp. COM 494368103 191,982 1,976,347 SH   SOLE   1,824,389 0 151,958
Life Technologies Corp. COM 53217V109 6,050 81,748 SH   SOLE   61,093 0 20,655
Lifepoint Hospitals Inc. COM 53219L109 4,072 83,383 SH   SOLE   83,383 0 0
Linear Technology Corp. COM 535678106 50,378 1,367,477 SH   SOLE   1,308,152 0 59,325
Liquidity Services Inc. COM 53635B107 11,297 325,831 SH   SOLE   324,136 0 1,695
Live Nation Entertainment Inc. COM 538034109 18,309 1,181,245 SH   SOLE   1,174,835 0 6,410
McDonald's Corp. COM 580135101 138,859 1,402,617 SH   SOLE   1,282,471 0 120,146
Medtronic Inc. COM 585055106 275,741 5,357,310 SH   SOLE   4,870,044 0 487,266
Microsoft Corp. COM 594918104 214,128 6,201,222 SH   SOLE   5,625,705 0 575,517
Mid-America Apartment Communit COM 59522J103 9,850 145,338 SH   SOLE   144,568 0 770
Molson Coors Brewing Co. Cl B COM 60871R209 10,496 219,307 SH   SOLE   156,612 0 62,695
Morgan Stanley COM 617446448 221,452 9,064,766 SH   SOLE   8,929,665 0 135,101
National Penn Bancshares Inc. COM 637138108 12,411 1,221,535 SH   SOLE   1,078,835 0 142,700
Nationstar Mortgage Holdings I COM 63861C109 8,653 231,115 SH   SOLE   210,645 0 20,470
Natus Medical Inc COM 639050103 908 66,530 SH   SOLE   63,515 0 3,015
Navigators Group, Inc. COM 638904102 10,804 189,415 SH   SOLE   188,455 0 960
Nike Inc. Cl B COM 654106103 101,655 1,596,336 SH   SOLE   1,569,014 0 27,322
Noble Energy Inc. COM 655044105 16,481 274,497 SH   SOLE   191,130 0 83,367
Occidental Petroleum Corp. COM 674599105 275,416 3,086,588 SH   SOLE   2,810,241 0 276,347
Orthofix International NV COM N6748L102 18,353 682,278 SH   SOLE   604,168 0 78,110
Pacer Intl, Inc. COM 69373H106 2,451 388,377 SH   SOLE   344,317 0 44,060
Parker Hannifin Corp. COM 701094104 150,631 1,578,940 SH   SOLE   1,552,972 0 25,968
PepsiCo Inc. COM 713448108 197,090 2,409,713 SH   SOLE   2,190,357 0 219,356
Pfizer Inc. COM 717081103 222,720 7,951,442 SH   SOLE   7,302,037 0 649,405
Philip Morris International In COM 718172109 63,134 728,866 SH   SOLE   715,617 0 13,249
PNC Financial Services Group I COM 693475105 163,244 2,238,677 SH   SOLE   2,201,476 0 37,201
Popular Inc. COM 733174700 98,613 3,251,340 SH   SOLE   3,161,162 0 90,178
Procter & Gamble Co. COM 742718109 204,186 2,652,105 SH   SOLE   2,388,084 0 264,021
Progressive Corp. COM 743315103 123,756 4,868,467 SH   SOLE   4,778,215 0 90,252
Prudential Financial Inc. COM 744320102 283,303 3,879,270 SH   SOLE   3,550,197 0 329,073
Quest Diagnostics Inc. COM 74834L100 114,907 1,895,222 SH   SOLE   1,801,038 0 94,184
Reinsurance Group of America COM 759351604 25,874 374,395 SH   SOLE   324,580 0 49,815
Rosetta Resources Inc. COM 777779307 27,781 653,355 SH   SOLE   650,020 0 3,335
Rovi Corp. COM 779376102 206 9,035 SH   SOLE   9,035 0 0
Saia Inc. COM 78709Y105 13,320 444,449 SH   SOLE   442,019 0 2,430
Selective Insurance Group COM 816300107 5,479 238,030 SH   SOLE   236,710 0 1,320
Southwest Airlines Co. COM 844741108 99,757 7,739,129 SH   SOLE   7,223,777 0 515,352
Southwestern Energy Co. COM 845467109 9,463 259,040 SH   SOLE   241,560 0 17,480
Stamps.com Inc. COM 852857200 8,743 221,970 SH   SOLE   220,235 0 1,735
Staples Inc. COM 855030102 11,537 727,420 SH   SOLE   515,530 0 211,890
Steiner Leisure Ltd. COM P8744Y102 47,112 891,262 SH   SOLE   825,732 0 65,530
Sterling Bancorp COM 859158107 8,342 717,887 SH   SOLE   713,932 0 3,955
SunTrust Banks Inc. COM 867914103 2,518 79,770 SH   SOLE   58,610 0 21,160
Sysco Corp. COM 871829107 127,714 3,738,702 SH   SOLE   3,671,372 0 67,330
Tenneco Inc. COM 880349105 38,190 843,426 SH   SOLE   781,361 0 62,065
Teva Pharmaceutical - SP ADR COM 881624209 4,064 103,665 SH   SOLE   103,665 0 0
TJX Cos. COM 872540109 165,363 3,303,306 SH   SOLE   2,998,438 0 304,868
Toro Co. COM 891092108 9,758 214,878 SH   SOLE   213,573 0 1,305
Trimas Corp COM 896215209 15,634 419,375 SH   SOLE   417,085 0 2,290
Trinity Industries Inc. COM 896522109 16,314 424,413 SH   SOLE   422,253 0 2,160
UGI Corp. COM 902681105 22,419 573,224 SH   SOLE   518,574 0 54,650
United Technologies Corp. COM 913017109 257,164 2,766,987 SH   SOLE   2,535,036 0 231,951
UnitedHealth Group Inc. COM 91324P102 5,813 88,777 SH   SOLE   86,601 0 2,176
Universal American Corp COM 91338E101 2,254 253,570 SH   SOLE   253,570 0 0
Vail Resorts, Inc. COM 91879Q109 558 9,075 SH   SOLE   8,710 0 365
Valeant Pharmaceuticals Intern COM 91911K102 280 3,250 SH   SOLE   3,250 0 0
Vantiv Inc COM 92210H105 201 7,295 SH   SOLE   7,295 0 0
VF Corp. COM 918204108 169,801 879,522 SH   SOLE   865,924 0 13,598
Walt Disney Co. COM 254687106 180,788 2,862,828 SH   SOLE   2,601,061 0 261,767
Warner Chilcott LTD COM G94368100 28,198 1,418,393 SH   SOLE   1,408,801 0 9,592
Wells Fargo & Co. COM 949746101 150,052 3,635,853 SH   SOLE   3,576,508 0 59,345
WGL Holdings Inc. COM 92924F106 204 4,725 SH   SOLE   3,835 0 890
Whirlpool Corp. COM 963320106 29,249 255,760 SH   SOLE   240,941 0 14,819
Whiting Petroleum Corp. COM 966387102 22,503 488,243 SH   SOLE   467,868 0 20,375
Willis Group Holdings COM G96666105 54,779 1,343,285 SH   SOLE   1,281,508 0 61,777
Winthrop Realty Trust COM 976391300 11,001 914,492 SH   SOLE   830,822 0 83,670
XL Group PLC COM G98290102 8,214 270,902 SH   SOLE   189,957 0 80,945