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
1st Source Corporation COM 336901103 0 17 SH   SOLE   17 0 0
ACE Limited COM H0023R105 1,562 16,700 SH   SOLE   10,200 0 6,500
Advance Auto Parts Inc COM 00751Y106 83 1,000 SH   SOLE   1,000 0 0
Air Transport Services Grp COM 00922R105 1 142 SH   SOLE   142 0 0
Alaska Air Group Inc COM 011659109 1,190 19,000 SH   SOLE   5,400 0 13,600
Alexanders Inc. COM 014752109 1 2 SH   SOLE   2 0 0
Alliant Energy Corp. COM 018802108 773 15,600 SH   SOLE   4,000 0 11,600
Allied World Assurance Co. COM H01531104 2,405 24,200 SH   SOLE   5,200 0 19,000
AmTrust Financial Services COM 032359309 3 79 SH   SOLE   79 0 0
Amer. Cpl Mtg Inv Corp COM 02504A104 1 47 SH   SOLE   47 0 0
American Axle & Manufacturing COM 024061103 1 36 SH   SOLE   36 0 0
American Capital, Ltd. COM 02503Y103 1,068 77,700 SH   SOLE   24,500 0 53,200
American Financial Group COM 025932104 4,898 90,600 SH   SOLE   22,600 0 68,000
American Intl Group, Inc. COM 026874784 1,858 38,200 SH   SOLE   23,300 0 14,900
American Water Works COM 030420103 1,061 25,700 SH   SOLE   4,800 0 20,900
Ameriprise Financial, Inc. COM 03076C106 1,057 11,600 SH   SOLE   700 0 10,900
AmerisourceBergen Corp COM 03073E105 6,684 109,400 SH   SOLE   31,300 0 78,100
Amkor Technology Inc COM 031652100 3 620 SH   SOLE   620 0 0
Apollo Group Inc. COM 037604105 816 39,200 SH   SOLE   11,100 0 28,100
Arch Capital Group Ltd. COM G0450A105 2,858 52,800 SH   SOLE   14,200 0 38,600
Archer Daniels Midland COM 039483102 814 22,100 SH   SOLE   13,300 0 8,800
Ares Capital Corp COM 04010L103 41 2,400 SH   SOLE   2,400 0 0
Arrow Electronics Inc COM 042735100 8,711 179,500 SH   SOLE   56,500 0 123,000
Assurant Inc. COM 04621X108 2,591 47,900 SH   SOLE   13,200 0 34,700
AutoNation Inc. COM 05329W102 4,549 87,200 SH   SOLE   26,800 0 60,400
Avery Dennison Corp. COM 053611109 348 8,000 SH   SOLE   1,600 0 6,400
Avis Budget Group, Inc. COM 053774105 1,560 54,100 SH   SOLE   12,300 0 41,800
Avnet Inc COM 053807103 9,101 218,200 SH   SOLE   70,100 0 148,100
Axis Capital Holdings Ltd COM G0692U109 3,339 77,100 SH   SOLE   17,100 0 60,000
BOK Financial Corp. COM 05561Q201 532 8,400 SH   SOLE   3,200 0 5,200
BancFirst Corp OK COM 05945F103 0 8 SH   SOLE   8 0 0
Bassett Furniture Industries COM 070203104 0 19 SH   SOLE   19 0 0
Becton Dickinson & Co. COM 075887109 60 600 SH   SOLE   0 0 600
Booz Allen Hamilton cl A COM 099502106 1,122 58,100 SH   SOLE   15,900 0 42,200
Bridgepoint Education, Inc. COM 10807M105 2 121 SH   SOLE   121 0 0
Brooks Automation Inc COM 114340102 1 139 SH   SOLE   139 0 0
Bunge Limited COM G16962105 9,618 126,700 SH   SOLE   40,900 0 85,800
CA, Inc. COM 12673P105 549 18,500 SH   SOLE   8,800 0 9,700
CBRE Group Inc. COM 12504L109 1,122 48,500 SH   SOLE   3,100 0 45,400
CIGNA Corporation COM 125509109 3,981 51,800 SH   SOLE   19,600 0 32,200
CNA Financial Corporation COM 126117100 4,196 109,900 SH   SOLE   34,900 0 75,000
CNH Industrial N.V. COM N20944109 8,843 707,414 SH   SOLE   237,336 0 470,078
CNO Financial Group, Inc. COM 12621E103 180 12,500 SH   SOLE   12,500 0 0
Cabot Corporation COM 127055101 846 19,800 SH   SOLE   3,800 0 16,000
Cal-Maine Foods Inc. COM 128030202 2 42 SH   SOLE   42 0 0
Campbell Soup Company COM 134429109 749 18,400 SH   SOLE   9,400 0 9,000
Capella Education Co. COM 139594105 1 21 SH   SOLE   21 0 0
Cardinal Health Inc. COM 14149Y108 3,405 65,300 SH   SOLE   28,800 0 36,500
Carlisle Companies Inc. COM 142339100 119 1,700 SH   SOLE   1,700 0 0
Celanese Corp. COM 150870103 185 3,500 SH   SOLE   3,500 0 0
Chevron Corp COM 166764100 3,414 28,100 SH   SOLE   16,900 0 11,200
Chubb Corp COM 171232101 1,223 13,700 SH   SOLE   9,000 0 4,700
Coca-Cola Bottling Cl A COM 191098102 1 10 SH   SOLE   10 0 0
Coleman Cable Inc. COM 193459302 1 38 SH   SOLE   38 0 0
Community Trust Bancorp COM 204149108 1 17 SH   SOLE   17 0 0
ConocoPhillips COM 20825C104 1,425 20,500 SH   SOLE   12,100 0 8,400
Copa Holdings cl A COM P31076105 777 5,600 SH   SOLE   1,000 0 4,600
Corning Inc. COM 219350105 1,299 89,000 SH   SOLE   55,100 0 33,900
Corrections Corp of America COM 22025Y407 484 14,000 SH   SOLE   14,000 0 0
Credit Acceptance Corp COM 225310101 2 22 SH   SOLE   22 0 0
Cubic Corporation COM 229669106 3 49 SH   SOLE   49 0 0
Culp Inc. COM 230215105 0 20 SH   SOLE   20 0 0
DISH Network Corp Cl A COM 25470M109 2,214 49,200 SH   SOLE   19,400 0 29,800
DTE Energy Company COM 233331107 660 10,000 SH   SOLE   700 0 9,300
Diamond Offshore Drilling Inc. COM 25271C102 6,525 104,700 SH   SOLE   24,600 0 80,100
Dillards Inc cl A COM 254067101 4,001 51,100 SH   SOLE   14,300 0 36,800
Discover Financial Services COM 254709108 318 6,300 SH   SOLE   3,700 0 2,600
Domtar Corp. COM 257559203 2,311 29,100 SH   SOLE   6,500 0 22,600
EPAM Systems Inc COM 29414B104 1 43 SH   SOLE   43 0 0
EZCORP Inc. COM 302301106 2 123 SH   SOLE   123 0 0
Employers Holdings, Inc. COM 292218104 2 65 SH   SOLE   65 0 0
Ennis Inc COM 293389102 1 30 SH   SOLE   30 0 0
Entercom Communications COM 293639100 1 95 SH   SOLE   95 0 0
Entergy Corp COM 29364G103 8,366 132,400 SH   SOLE   43,400 0 89,000
Everest Re Group Ltd COM G3223R108 4,450 30,600 SH   SOLE   9,300 0 21,300
Exelis Inc. COM 30162A108 1,764 112,300 SH   SOLE   25,900 0 86,400
Exxon Mobil Corporation COM 30231G102 2,151 25,000 SH   SOLE   16,400 0 8,600
FBL Financial Group cl A COM 30239F106 1 16 SH   SOLE   16 0 0
Federal Agricultural Mortgage COM 313148306 1 21 SH   SOLE   21 0 0
First Interstate BancSystem A COM 32055Y201 3 111 SH   SOLE   111 0 0
First Republic Bank COM 33616C100 4,309 92,400 SH   SOLE   21,500 0 70,900
Five Star Quality Care COM 33832D106 1 118 SH   SOLE   118 0 0
Foot Locker Inc COM 344849104 2,987 88,000 SH   SOLE   28,200 0 59,800
Ford Motor Company COM 345370860 2,262 134,100 SH   SOLE   82,400 0 51,700
Franklin Resources, Inc. COM 354613101 1,360 26,900 SH   SOLE   16,400 0 10,500
GAMCO Investors, Inc. COM 361438104 3 38 SH   SOLE   38 0 0
Gannett Co. Inc. COM 364730101 6,440 240,400 SH   SOLE   73,600 0 166,800
General Dynamics Corp. COM 369550108 718 8,200 SH   SOLE   5,200 0 3,000
General Electric Co COM 369604103 303 12,700 SH   SOLE   7,800 0 4,900
Genuine Parts Company COM 372460105 2,475 30,600 SH   SOLE   5,700 0 24,900
Great Southern Bancorp COM 390905107 0 16 SH   SOLE   16 0 0
HCA Holdings Inc. COM 40412C101 4,527 105,900 SH   SOLE   32,900 0 73,000
Hanesbrands, Inc. COM 410345102 374 6,000 SH   SOLE   400 0 5,600
Harbinger Group Inc. COM 41146A106 2 170 SH   SOLE   170 0 0
Harris Corporation COM 413875105 2,206 37,200 SH   SOLE   11,400 0 25,800
Hawaiian Holdings Inc. COM 419879101 1 157 SH   SOLE   157 0 0
Hawaiian Telcom Holdco, Inc. COM 420031106 0 13 SH   SOLE   13 0 0
HealthSouth Corporation COM 421924309 6,856 198,840 SH   SOLE   54,440 0 144,400
Heartland Financial USA COM 42234Q102 0 14 SH   SOLE   14 0 0
Horace Mann Educators COM 440327104 2 85 SH   SOLE   85 0 0
Hormel Foods Corp COM 440452100 522 12,400 SH   SOLE   12,400 0 0
Hubbell Inc cl B COM 443510201 744 7,100 SH   SOLE   500 0 6,600
Humana Inc. COM 444859102 924 9,900 SH   SOLE   5,500 0 4,400
IDT Corp Class B COM 448947507 1 36 SH   SOLE   36 0 0
Igate Corporation COM 45169U105 3 112 SH   SOLE   112 0 0
Illinois Tool Works Inc. COM 452308109 763 10,000 SH   SOLE   6,000 0 4,000
Ingles Markets cl A COM 457030104 0 16 SH   SOLE   16 0 0
Ingram Micro Inc. COM 457153104 4,018 174,300 SH   SOLE   33,900 0 140,400
Ingredion Incorporated COM 457187102 1,522 23,000 SH   SOLE   2,600 0 20,400
Insight Enterprises, Inc. COM 45765U103 2 120 SH   SOLE   120 0 0
Intel Corporation COM 458140100 513 22,400 SH   SOLE   11,800 0 10,600
Inter Parfums, Inc. COM 458334109 2 65 SH   SOLE   65 0 0
International Bancshares COM 459044103 2 74 SH   SOLE   74 0 0
Iridium Communications Inc COM 46269C102 1 206 SH   SOLE   206 0 0
JPMorgan Chase & Co COM 46625H100 2,760 53,400 SH   SOLE   32,600 0 20,800
Jabil Circuit Inc. COM 466313103 2,847 131,300 SH   SOLE   33,600 0 97,700
Jacobs Engineering Group COM 469814107 518 8,900 SH   SOLE   2,400 0 6,500
John Wiley & Sons cl A COM 968223206 1,364 28,600 SH   SOLE   6,200 0 22,400
Jones Lang LaSalle Inc COM 48020Q107 4,915 56,300 SH   SOLE   14,100 0 42,200
Journal Communications Inc. COM 481130102 1 172 SH   SOLE   172 0 0
Kelly Services cl A COM 488152208 2 104 SH   SOLE   104 1 0
Kohl's Corporation COM 500255104 885 17,100 SH   SOLE   5,600 2 11,500
Kroger Company COM 501044101 1,573 39,000 SH   SOLE   24,400 3 14,600
L-3 Communications COM 502424104 6,917 73,200 SH   SOLE   18,700 4 54,500
Lear Corporation COM 521865204 5,497 76,800 SH   SOLE   20,000 5 56,800
Leidos Holdings, Inc. COM 525327102 158 3,475 SH   SOLE   3,475 6 0
Leucadia National Corp. COM 527288104 3,868 142,000 SH   SOLE   43,400 7 98,600
Lincoln National Corp COM 534187109 147 3,500 SH   SOLE   600 8 2,900
Loews Corp COM 540424108 1,958 41,900 SH   SOLE   25,600 9 16,300
M&T Bank Corp. COM 55261F104 1,735 15,500 SH   SOLE   4,000 10 11,500
MRC Global Inc. COM 55345K103 356 13,300 SH   SOLE   800 11 12,500
ManTech International A COM 564563104 2 84 SH   SOLE   84 12 0
Marten Transport, Ltd. COM 573075108 1 60 SH   SOLE   60 13 0
Matthews International Corp COM 577128101 2 54 SH   SOLE   54 14 0
McKesson Corp COM 58155Q103 898 7,000 SH   SOLE   4,800 15 2,200
Molson Coors Brewing Co. COM 60871R209 3,058 61,000 SH   SOLE   14,700 16 46,300
Mueller Industries, Inc. COM 624756102 1 23 SH   SOLE   23 17 0
NACCO Industries Inc A COM 629579103 2 38 SH   SOLE   38 18 0
National Healthcare Corp COM 635906100 1 19 SH   SOLE   19 19 0
National Western Life Insuranc COM 638522102 0 2 SH   SOLE   2 20 0
Navigators Group Inc COM 638904102 1 13 SH   SOLE   13 21 0
Nelnet Inc COM 64031N108 2 58 SH   SOLE   58 22 0
New Mountain Finance Corp COM 647551100 2 155 SH   SOLE   155 23 0
New York Cmnty Bancorp COM 649445103 503 33,300 SH   SOLE   8,800 24 24,500
Northrop Grumman Corp COM 666807102 1,943 20,400 SH   SOLE   12,200 25 8,200
Nu Skin Enterprises Inc. COM 67018T105 986 10,300 SH   SOLE   2,300 26 8,000
Oshkosh Corporation COM 688239201 779 15,900 SH   SOLE   5,000 27 10,900
Park National Corp OH COM 700658107 1 10 SH   SOLE   10 28 0
Park-Ohio Holdings Co COM 700666100 1 27 SH   SOLE   27 29 0
Phillips 66 COM 718546104 619 10,700 SH   SOLE   6,500 30 4,200
Pitney Bowes Inc. COM 724479100 1,532 84,200 SH   SOLE   5,300 31 78,900
Preformed Line Products COM 740444104 1 9 SH   SOLE   9 32 0
Principal Financial Group COM 74251V102 3,841 89,700 SH   SOLE   23,100 33 66,600
Protective Life Corp. COM 743674103 1,234 29,000 SH   SOLE   5,800 34 23,200
Rayonier Inc. COM 754907103 3,890 69,900 SH   SOLE   18,700 35 51,200
Raytheon Company COM 755111507 802 10,400 SH   SOLE   6,500 36 3,900
Reinsurance Group of America COM 759351604 6,002 89,600 SH   SOLE   29,300 37 60,300
Renewable Energy Grp Inc COM 75972A301 2 147 SH   SOLE   147 38 0
Republic Bancorp KY COM 760281204 1 38 SH   SOLE   38 39 0
Reynolds American Inc COM 761713106 1,937 39,700 SH   SOLE   24,300 40 15,400
S&T Bancorp Inc. COM 783859101 1 41 SH   SOLE   41 41 0
S.Y. Bancorp, Inc COM 785060104 0 13 SH   SOLE   13 42 0
SL Green Realty Corp. COM 78440X101 817 9,200 SH   SOLE   2,300 43 6,900
SLM Corporation COM 78442P106 3,459 138,900 SH   SOLE   42,400 44 96,500
Safeway Inc. COM 786514208 3,093 96,700 SH   SOLE   25,100 45 71,600
Salem Communications Cl A COM 794093104 1 82 SH   SOLE   82 46 0
Sanmina Corp COM 800907206 3 175 SH   SOLE   175 47 0
ScanSource, Inc. COM 806037107 2 57 SH   SOLE   57 48 0
Scana Corporation COM 80589M102 1,146 24,900 SH   SOLE   6,900 49 18,000
Science App Int'l Corp COM 808625107 67 1,986 SH   SOLE   1,986 50 0
Scripps Networks Interact. COM 811065101 1,312 16,800 SH   SOLE   5,300 51 11,500
Select Medical Holdings Corp COM 81619Q105 2 275 SH   SOLE   275 52 0
Snap-On Inc. COM 833034101 1,313 13,200 SH   SOLE   2,500 53 10,700
Sonic Automotive, Inc. COM 83545G102 1 51 SH   SOLE   51 54 0
Southern Copper Corp. COM 84265V105 368 13,500 SH   SOLE   7,800 55 5,700
Spansion Inc. cl A COM 84649R200 1 140 SH   SOLE   140 56 0
Standex Intl Corp. COM 854231107 1 18 SH   SOLE   18 57 0
Starwood Property Trust, Inc. COM 85571B105 403 16,800 SH   SOLE   1,100 58 15,700
Starz Series A Liberty Capital COM 85571Q102 1,474 52,400 SH   SOLE   14,900 59 37,500
Steelcase Inc cl A COM 858155203 784 47,200 SH   SOLE   10,500 60 36,700
Stepan Company COM 858586100 2 35 SH   SOLE   35 61 0
Sterling Financial Corp. WA COM 859319105 3 93 SH   SOLE   93 62 0
Stoneridge, Inc. COM 86183P102 0 44 SH   SOLE   44 63 0
Superior Industries Int'l COM 868168105 1 58 SH   SOLE   58 64 0
Symetra Financial Corp COM 87151Q106 3 174 SH   SOLE   174 65 0
Synnex Corp COM 87162W100 4 62 SH   SOLE   62 66 0
TRW Automotive Hldgs Corp. COM 87264S106 7,873 110,400 SH   SOLE   36,400 67 74,000
Tech Data Corporation COM 878237106 1,872 37,500 SH   SOLE   9,000 68 28,500
TeleTech Holdings Inc COM 879939106 2 66 SH   SOLE   66 69 0
Timken Company COM 887389104 3,370 55,800 SH   SOLE   13,600 70 42,200
Towers Watson & Co Cl A COM 891894107 4,225 39,500 SH   SOLE   8,300 71 31,200
Tyson Foods Inc COM 902494103 4,160 147,100 SH   SOLE   35,200 72 111,900
US Airways Group, Inc. COM 90341W108 2,222 117,219 SH   SOLE   31,519 73 85,700
USA Mobility, Inc COM 90341G103 1 61 SH   SOLE   61 74 0
USANA Health Sciences, Inc. COM 90328M107 3 34 SH   SOLE   34 75 0
United Stationers, Inc. COM 913004107 2 49 SH   SOLE   49 76 0
Universal American Corp. COM 91338E101 1 137 SH   SOLE   137 77 0
Universal Corporation COM 913456109 2 39 SH   SOLE   39 78 0
VOXX International Corp cl A COM 91829F104 1 75 SH   SOLE   75 79 0
Valmont Industries Inc COM 920253101 500 3,600 SH   SOLE   600 80 3,000
Vishay Intertechnology Inc. COM 928298108 99 7,700 SH   SOLE   7,700 81 0
Vonage Holdings Corp. COM 92886T201 3 863 SH   SOLE   863 82 0
Wal-Mart Stores, Inc. COM 931142103 2,211 29,900 SH   SOLE   18,400 83 11,500
Washington Post cl B COM 939640108 183 300 SH   SOLE   300 84 0
Weis Markets Inc. COM 948849104 2 39 SH   SOLE   39 85 0
WellPoint, Inc. COM 94973V107 577 6,900 SH   SOLE   3,500 86 3,400
WesBanco Inc. COM 950810101 1 38 SH   SOLE   38 87 0
Wesco Aircraft Hldgs COM 950814103 3 124 SH   SOLE   124 88 0
Western Union COM 959802109 1,629 87,300 SH   SOLE   23,500 89 63,800
Whirlpool Corporation COM 963320106 542 3,700 SH   SOLE   2,900 90 800
World Fuel Services Corp COM 981475106 250 6,700 SH   SOLE   400 91 6,300
World Wrestling Entertainment COM 98156Q108 1 84 SH   SOLE   84 92 0
Xcel Energy Inc COM 98389B100 1,900 68,800 SH   SOLE   28,400 93 40,400
Xerox Corporation COM 984121103 2,583 251,000 SH   SOLE   181,100 94 69,900