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
AGILENT TECHNOLOGIES INC COM 00846U101 56,885 1,360,557 SH   SOLE   1,360,557 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 36,575 243,008 SH   SOLE   243,008 0 0
APPLE INC COM 037833100 120,152 1,141,476 SH   SOLE   1,098,401 0 43,075
AMERISOURCEBERGEN CORP COM 03073E105 93,968 906,069 SH   SOLE   904,952 0 1,117
ABBOTT LABS COM 002824100 56,147 1,250,204 SH   SOLE   1,250,204 0 0
ACE LTD SHS H0023R105 19,649 168,159 SH   SOLE   168,159 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 38,614 369,510 SH   SOLE   369,234 0 276
ADOBE SYS INC COM 00724F101 931 9,915 SH   SOLE   8,125 0 1,790
ANALOG DEVICES INC COM 032654105 28,583 516,693 SH   SOLE   516,693 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 162,204 4,422,128 SH   SOLE   4,304,348 0 117,780
AUTOMATIC DATA PROCESSING IN COM 053015103 21,797 257,281 SH   SOLE   257,281 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 11,768 42,551 SH   SOLE   42,551 0 0
THE ADT CORPORATION COM 00101J106 14,671 444,838 SH   SOLE   444,838 0 0
AETNA INC NEW COM 00817Y108 37,494 346,783 SH   SOLE   341,587 0 5,196
AFLAC INC COM 001055102 90,093 1,504,065 SH   SOLE   1,501,680 0 2,385
AMERICAN INTL GROUP INC COM NEW 026874784 68,296 1,102,087 SH   SOLE   1,099,818 0 2,269
APARTMENT INVT & MGMT CO CL A 03748R101 23,529 587,791 SH   SOLE   579,254 0 8,537
AKAMAI TECHNOLOGIES INC COM 00971T101 2,111 40,106 SH   SOLE   40,106 0 0
ALASKA AIR GROUP INC COM 011659109 39,278 487,867 SH   SOLE   487,867 0 0
ALLSTATE CORP COM 020002101 112,298 1,808,629 SH   SOLE   1,785,683 0 22,946
APPLIED MATLS INC COM 038222105 8,834 473,168 SH   SOLE   473,168 0 0
AMC NETWORKS INC CL A 00164V103 39,096 523,513 SH   SOLE   523,513 0 0
AFFILIATED MANAGERS GROUP COM 008252108 43,681 273,418 SH   SOLE   273,418 0 0
AMGEN INC COM 031162100 55,742 343,386 SH   SOLE   339,824 0 3,562
AMERIPRISE FINL INC COM 03076C106 43,980 413,271 SH   SOLE   413,271 0 0
AMAZON COM INC COM 023135106 41,601 61,550 SH   SOLE   61,491 0 59
AUTONATION INC COM 05329W102 33,431 560,351 SH   SOLE   560,351 0 0
AON PLC SHS CL A G0408V102 54,703 593,243 SH   SOLE   590,116 0 3,127
AMPHENOL CORP NEW CL A 032095101 45,533 871,779 SH   SOLE   871,779 0 0
AVALONBAY CMNTYS INC COM 053484101 3,339 18,135 SH   SOLE   18,135 0 0
AVERY DENNISON CORP COM 053611109 21,726 346,736 SH   SOLE   346,736 0 0
AMERICAN EXPRESS CO COM 025816109 2,473 35,564 SH   SOLE   35,564 0 0
AUTOZONE INC COM 053332102 29,943 40,359 SH   SOLE   40,286 0 73
BOEING CO COM 097023105 25,393 175,619 SH   SOLE   175,619 0 0
BANK AMER CORP COM 060505104 3,238 192,408 SH   SOLE   192,408 0 0
BAXTER INTL INC COM 071813109 37,654 987,011 SH   SOLE   987,011 0 0
BED BATH & BEYOND INC COM 075896100 79,589 1,649,519 SH   SOLE   1,614,838 0 34,681
BB&T CORP COM 054937107 53,196 1,406,940 SH   SOLE   1,406,940 0 0
BEST BUY INC COM 086516101 94,761 3,112,018 SH   SOLE   2,874,089 0 237,929
BECTON DICKINSON & CO COM 075887109 6,093 39,542 SH   SOLE   39,542 0 0
FRANKLIN RES INC COM 354613101 84,343 2,290,678 SH   SOLE   2,290,678 0 0
BROWN FORMAN CORP CL B 115637209 4,282 43,135 SH   SOLE   43,135 0 0
BIOGEN INC COM 09062X103 4,977 16,245 SH   SOLE   16,245 0 0
BANK NEW YORK MELLON CORP COM 064058100 16,216 393,402 SH   SOLE   393,402 0 0
BLACKROCK INC COM 09247X101 25,621 75,242 SH   SOLE   75,242 0 0
BALL CORP COM 058498106 5,598 76,968 SH   SOLE   76,968 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 401 5,830 SH   SOLE   4,783 0 1,047
BROADCOM CORP CL A 111320107 48,736 842,898 SH   SOLE   842,898 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,277 138,421 SH   SOLE   138,421 0 0
BOSTON SCIENTIFIC CORP COM 101137107 226 12,244 SH   SOLE   9,957 0 2,287
BOSTON PROPERTIES INC COM 101121101 11,912 93,395 SH   SOLE   93,395 0 0
CITIGROUP INC COM NEW 172967424 30,471 588,809 SH   SOLE   588,809 0 0
CA INC COM 12673P105 64,709 2,265,714 SH   SOLE   2,265,675 0 39
CARDINAL HEALTH INC COM 14149Y108 92,182 1,032,615 SH   SOLE   1,029,358 0 3,257
CATERPILLAR INC DEL COM 149123101 3,881 57,112 SH   SOLE   57,112 0 0
CBRE GROUP INC CL A 12504L109 36,838 1,065,311 SH   SOLE   1,053,256 0 12,055
CBS CORP NEW CL B 124857202 9,524 202,071 SH   SOLE   202,071 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 484 9,826 SH   SOLE   9,826 0 0
CARNIVAL CORP PAIRED CTF 143658300 52,484 963,366 SH   SOLE   963,366 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 8,808 423,254 SH   SOLE   423,254 0 0
CELGENE CORP COM 151020104 3,069 25,626 SH   SOLE   25,626 0 0
CHURCH & DWIGHT INC COM 171340102 34,296 404,049 SH   SOLE   404,049 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 10,569 170,418 SH   SOLE   170,418 0 0
CIGNA CORPORATION COM 125509109 54,318 371,204 SH   SOLE   370,493 0 711
COLGATE PALMOLIVE CO COM 194162103 14,631 219,621 SH   SOLE   219,517 0 104
CLOROX CO DEL COM 189054109 5,304 41,818 SH   SOLE   41,818 0 0
COMERICA INC COM 200340107 13,271 317,258 SH   SOLE   317,258 0 0
COMCAST CORP NEW CL A 20030N101 22,078 391,247 SH   SOLE   391,247 0 0
CME GROUP INC COM 12572Q105 29,309 323,501 SH   SOLE   322,629 0 872
CUMMINS INC COM 231021106 58,294 662,352 SH   SOLE   662,352 0 0
CAPITAL ONE FINL CORP COM 14040H105 80,017 1,108,576 SH   SOLE   1,107,693 0 883
COACH INC COM 189754104 54,506 1,665,309 SH   SOLE   1,648,542 0 16,767
ROCKWELL COLLINS INC COM 774341101 38,484 416,944 SH   SOLE   416,944 0 0
COOPER COS INC COM NEW 216648402 373 2,776 SH   SOLE   2,776 0 0
COSTCO WHSL CORP NEW COM 22160K105 9,765 60,464 SH   SOLE   60,464 0 0
CAMPBELL SOUP CO COM 134429109 9,729 185,129 SH   SOLE   185,129 0 0
INGREDION INC COM 457187102 2,587 26,996 SH   SOLE   26,996 0 0
CAMDEN PPTY TR SH BEN INT 133131102 12,641 164,687 SH   SOLE   164,687 0 0
SALESFORCE COM INC COM 79466L302 325 4,140 SH   SOLE   4,140 0 0
COMPUTER SCIENCES CORP COM 205363104 30,755 941,104 SH   SOLE   930,384 0 10,720
CISCO SYS INC COM 17275R102 105,251 3,875,925 SH   SOLE   3,792,462 0 83,463
CINTAS CORP COM 172908105 22,646 248,719 SH   SOLE   248,719 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 47,422 790,110 SH   SOLE   790,110 0 0
CITRIX SYS INC COM 177376100 10,024 132,503 SH   SOLE   126,700 0 5,803
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 46,133 1,446,182 SH   SOLE   1,437,904 0 8,278
CVS HEALTH CORP COM 126650100 54,145 553,804 SH   SOLE   553,804 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 1,048 39,496 SH   SOLE   39,496 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 6,784 101,864 SH   SOLE   101,864 0 0
DEERE & CO COM 244199105 61,574 807,313 SH   SOLE   807,313 0 0
DEAN FOODS CO NEW COM NEW 242370203 1,390 81,040 SH   SOLE   69,439 0 11,601
DISCOVER FINL SVCS COM 254709108 39,821 742,643 SH   SOLE   731,284 0 11,359
DOLLAR GEN CORP NEW COM 256677105 29,833 415,095 SH   SOLE   414,458 0 637
QUEST DIAGNOSTICS INC COM 74834L100 32,816 461,284 SH   SOLE   461,284 0 0
D R HORTON INC COM 23331A109 17,335 541,220 SH   SOLE   515,535 0 25,685
DISNEY WALT CO COM DISNEY 254687106 63,069 600,201 SH   SOLE   597,505 0 2,696
DELPHI AUTOMOTIVE PLC SHS G27823106 44,906 523,806 SH   SOLE   523,806 0 0
DOLLAR TREE INC COM 256746108 35,810 463,739 SH   SOLE   455,587 0 8,152
DOVER CORP COM 260003108 31,621 515,758 SH   SOLE   515,758 0 0
DOW CHEM CO COM 260543103 24,902 483,725 SH   SOLE   483,725 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 6,831 73,299 SH   SOLE   73,299 0 0
DARDEN RESTAURANTS INC COM 237194105 9,070 142,523 SH   SOLE   141,709 0 814
DAVITA HEALTHCARE PARTNERS I COM 23918K108 35,403 507,859 SH   SOLE   507,859 0 0
EBAY INC COM 278642103 146,791 5,341,742 SH   SOLE   5,259,497 0 82,245
EQUIFAX INC COM 294429105 30,611 274,860 SH   SOLE   274,860 0 0
LAUDER ESTEE COS INC CL A 518439104 49,306 559,917 SH   SOLE   559,917 0 0
E M C CORP MASS COM 268648102 60,526 2,356,928 SH   SOLE   2,276,147 0 80,781
EMERSON ELEC CO COM 291011104 75,418 1,576,791 SH   SOLE   1,576,791 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 9,897 121,298 SH   SOLE   121,298 0 0
ELECTRONIC ARTS INC COM 285512109 66,216 963,558 SH   SOLE   930,483 0 33,075
EXPRESS SCRIPTS HLDG CO COM 30219G108 26,779 306,362 SH   SOLE   306,362 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 27,146 915,862 SH   SOLE   915,862 0 0
EATON CORP PLC SHS G29183103 53,091 1,020,188 SH   SOLE   1,020,188 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 67,639 856,404 SH   SOLE   755,799 0 100,605
EXPEDITORS INTL WASH INC COM 302130109 13,776 305,444 SH   SOLE   305,444 0 0
EXPEDIA INC DEL COM NEW 30212P303 55,087 443,181 SH   SOLE   434,195 0 8,986
FORD MTR CO DEL COM PAR $0.01 345370860 57,224 4,061,319 SH   SOLE   4,061,319 0 0
MACYS INC COM 55616P104 44,770 1,279,874 SH   SOLE   1,247,106 0 32,768
F5 NETWORKS INC COM 315616102 26,890 277,336 SH   SOLE   277,265 0 71
FIDELITY NATL INFORMATION SV COM 31620M106 9,587 158,197 SH   SOLE   158,197 0 0
FISERV INC COM 337738108 16,374 179,029 SH   SOLE   179,029 0 0
FIFTH THIRD BANCORP COM 316773100 49,618 2,468,547 SH   SOLE   2,465,255 0 3,292
FOOT LOCKER INC COM 344849104 43,422 667,102 SH   SOLE   667,102 0 0
FLUOR CORP NEW COM 343412102 7,838 165,984 SH   SOLE   165,984 0 0
FOSSIL GROUP INC COM 34988V106 4,858 132,879 SH   SOLE   110,443 0 22,436
FIRST SOLAR INC COM 336433107 27,486 416,515 SH   SOLE   347,420 0 69,095
TEGNA INC COM 87901J105 51,171 2,005,128 SH   SOLE   1,897,471 0 107,657
GENERAL DYNAMICS CORP COM 369550108 9,559 69,593 SH   SOLE   69,593 0 0
GILEAD SCIENCES INC COM 375558103 127,486 1,259,865 SH   SOLE   1,205,927 0 53,938
GENERAL MLS INC COM 370334104 22,425 388,922 SH   SOLE   388,126 0 796
CORNING INC COM 219350105 167,738 9,176,033 SH   SOLE   8,816,468 0 359,565
GAMESTOP CORP NEW CL A 36467W109 12,965 462,387 SH   SOLE   386,446 0 75,941
GENUINE PARTS CO COM 372460105 26,741 311,339 SH   SOLE   311,339 0 0
GAP INC DEL COM 364760108 67,795 2,744,753 SH   SOLE   2,696,618 0 48,135
GOLDMAN SACHS GROUP INC COM 38141G104 114,637 636,057 SH   SOLE   634,799 0 1,258
GOODYEAR TIRE & RUBR CO COM 382550101 91,801 2,809,950 SH   SOLE   2,732,070 0 77,880
HARMAN INTL INDS INC COM 413086109 17,156 182,104 SH   SOLE   182,104 0 0
HASBRO INC COM 418056107 59,966 890,233 SH   SOLE   889,599 0 634
HUNTINGTON BANCSHARES INC COM 446150104 48,130 4,351,724 SH   SOLE   4,338,523 0 13,201
HANESBRANDS INC COM 410345102 6,233 211,807 SH   SOLE   211,807 0 0
WELLTOWER INC COM 95040Q104 2,177 31,995 SH   SOLE   31,995 0 0
HOME DEPOT INC COM 437076102 20,591 155,700 SH   SOLE   155,700 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 15,812 363,822 SH   SOLE   363,299 0 523
HARLEY DAVIDSON INC COM 412822108 12,815 282,329 SH   SOLE   282,329 0 0
HOLOGIC INC COM 436440101 27,108 700,637 SH   SOLE   700,637 0 0
HONEYWELL INTL INC COM 438516106 10,750 103,793 SH   SOLE   103,793 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 15,001 216,530 SH   SOLE   216,530 0 0
HP INC COM 40434L105 39,209 3,311,547 SH   SOLE   3,201,438 0 110,109
BLOCK H & R INC COM 093671105 42,038 1,262,019 SH   SOLE   1,260,342 0 1,677
HARRIS CORP DEL COM 413875105 25,492 293,351 SH   SOLE   293,351 0 0
HUMANA INC COM 444859102 27,468 153,875 SH   SOLE   142,162 0 11,713
INTERNATIONAL BUSINESS MACHS COM 459200101 194,794 1,415,447 SH   SOLE   1,369,904 0 45,543
INTERCONTINENTAL EXCHANGE IN COM 45866F104 9,410 36,720 SH   SOLE   36,720 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 8,868 74,124 SH   SOLE   74,124 0 0
INTEL CORP COM 458140100 96,462 2,800,051 SH   SOLE   2,671,257 0 128,794
INTUIT COM 461202103 4,345 45,030 SH   SOLE   43,861 0 1,169
INTL PAPER CO COM 460146103 19,134 507,532 SH   SOLE   507,532 0 0
INTERPUBLIC GROUP COS INC COM 460690100 8,262 354,912 SH   SOLE   354,912 0 0
INGERSOLL-RAND PLC SHS G47791101 60,477 1,093,818 SH   SOLE   1,093,818 0 0
ILLINOIS TOOL WKS INC COM 452308109 20,442 220,564 SH   SOLE   220,564 0 0
INVESCO LTD SHS G491BT108 60,190 1,797,794 SH   SOLE   1,797,794 0 0
JOHNSON CTLS INC COM 478366107 40,578 1,027,542 SH   SOLE   1,027,542 0 0
JOHNSON & JOHNSON COM 478160104 1,625 15,815 SH   SOLE   15,815 0 0
JUNIPER NETWORKS INC COM 48203R104 5,015 181,716 SH   SOLE   181,716 0 0
JPMORGAN CHASE & CO COM 46625H100 79,987 1,211,371 SH   SOLE   1,210,696 0 675
NORDSTROM INC COM 655664100 3,503 70,328 SH   SOLE   70,328 0 0
KEYCORP NEW COM 493267108 51,815 3,928,351 SH   SOLE   3,905,580 0 22,771
KIMCO RLTY CORP COM 49446R109 2,119 80,086 SH   SOLE   76,444 0 3,642
KLA-TENCOR CORP COM 482480100 32,197 464,269 SH   SOLE   464,269 0 0
KROGER CO COM 501044101 57,807 1,381,958 SH   SOLE   1,381,958 0 0
KOHLS CORP COM 500255104 96,582 2,027,757 SH   SOLE   1,948,232 0 79,525
LEGGETT & PLATT INC COM 524660107 30,279 720,579 SH   SOLE   720,579 0 0
LENNAR CORP CL A 526057104 1,327 27,133 SH   SOLE   22,249 0 4,884
LABORATORY CORP AMER HLDGS COM NEW 50540R409 35,410 286,399 SH   SOLE   286,399 0 0
LKQ CORP COM 501889208 24,811 837,368 SH   SOLE   837,368 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 38,161 319,315 SH   SOLE   311,627 0 7,688
LINEAR TECHNOLOGY CORP COM 535678106 34,924 822,310 SH   SOLE   822,310 0 0
LILLY ELI & CO COM 532457108 12,960 153,811 SH   SOLE   151,847 0 1,964
LINCOLN NATL CORP IND COM 534187109 71,091 1,414,457 SH   SOLE   1,414,457 0 0
LOWES COS INC COM 548661107 44,671 587,470 SH   SOLE   587,470 0 0
LAM RESEARCH CORP COM 512807108 32,427 408,297 SH   SOLE   408,297 0 0
L BRANDS INC COM 501797104 56,702 591,755 SH   SOLE   590,368 0 1,387
LOEWS CORP COM 540424108 5,778 150,479 SH   SOLE   150,479 0 0
LEUCADIA NATL CORP COM 527288104 25,698 1,477,724 SH   SOLE   1,477,724 0 0
SOUTHWEST AIRLS CO COM 844741108 21,914 508,908 SH   SOLE   484,858 0 24,050
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 109,332 1,258,141 SH   SOLE   1,207,203 0 50,938
MASTERCARD INC CL A 57636Q104 15,207 156,189 SH   SOLE   156,189 0 0
MARRIOTT INTL INC NEW CL A 571903202 24,432 364,439 SH   SOLE   364,439 0 0
MASCO CORP COM 574599106 78,030 2,757,242 SH   SOLE   2,746,704 0 10,538
MATTEL INC COM 577081102 2,716 99,952 SH   SOLE   99,952 0 0
MCDONALDS CORP COM 580135101 5,022 42,505 SH   SOLE   42,505 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 41,424 890,076 SH   SOLE   890,076 0 0
MCKESSON CORP COM 58155Q103 35,583 180,413 SH   SOLE   180,413 0 0
MOODYS CORP COM 615369105 31,476 313,690 SH   SOLE   313,690 0 0
MEDTRONIC PLC SHS G5960L103 9,776 127,098 SH   SOLE   127,098 0 0
METLIFE INC COM 59156R108 67,264 1,395,221 SH   SOLE   1,395,221 0 0
MOHAWK INDS INC COM 608190104 53,319 281,528 SH   SOLE   281,528 0 0
MCCORMICK & CO INC COM NON VTG 579780206 13,481 157,560 SH   SOLE   157,560 0 0
MARSH & MCLENNAN COS INC COM 571748102 40,920 737,956 SH   SOLE   737,956 0 0
3M CO COM 88579Y101 15,116 100,346 SH   SOLE   100,346 0 0
MOSAIC CO NEW COM 61945C103 34,692 1,257,419 SH   SOLE   1,257,419 0 0
MARATHON PETE CORP COM 56585A102 43,845 845,767 SH   SOLE   841,302 0 4,465
MERCK & CO INC NEW COM 58933Y105 24,613 465,988 SH   SOLE   465,988 0 0
MORGAN STANLEY COM NEW 617446448 18,240 573,395 SH   SOLE   573,395 0 0
MICROSOFT CORP COM 594918104 33,926 611,508 SH   SOLE   559,985 0 51,523
M & T BK CORP COM 55261F104 4,933 40,708 SH   SOLE   40,708 0 0
MICRON TECHNOLOGY INC COM 595112103 79,821 5,637,066 SH   SOLE   5,127,523 0 509,543
MYLAN N V SHS EURO N59465109 2,778 51,383 SH   SOLE   51,383 0 0
NASDAQ INC COM 631103108 1,422 24,438 SH   SOLE   24,438 0 0
NEWMONT MINING CORP COM 651639106 310 17,230 SH   SOLE   17,230 0 0
NETFLIX INC COM 64110L106 1,594 13,939 SH   SOLE   12,270 0 1,669
NATIONAL OILWELL VARCO INC COM 637071101 7,705 230,068 SH   SOLE   230,068 0 0
NORFOLK SOUTHERN CORP COM 655844108 9,934 117,442 SH   SOLE   117,442 0 0
NETAPP INC COM 64110D104 34,969 1,318,100 SH   SOLE   1,311,817 0 6,283
NORTHERN TR CORP COM 665859104 34,074 472,660 SH   SOLE   469,773 0 2,887
NUCOR CORP COM 670346105 17,953 445,487 SH   SOLE   445,487 0 0
NVIDIA CORP COM 67066G104 123,053 3,733,398 SH   SOLE   3,606,327 0 127,071
NVR INC COM 62944T105 37,593 22,881 SH   SOLE   22,881 0 0
NEWELL RUBBERMAID INC COM 651229106 30,100 682,853 SH   SOLE   682,853 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 61,355 2,259,015 SH   SOLE   2,230,553 0 28,462
NEW YORK CMNTY BANCORP INC COM 649445103 36,852 2,258,080 SH   SOLE   2,258,080 0 0
OMNICOM GROUP INC COM 681919106 41,095 543,155 SH   SOLE   543,155 0 0
ORACLE CORP COM 68389X105 98,349 2,692,278 SH   SOLE   2,664,796 0 27,482
O REILLY AUTOMOTIVE INC NEW COM 67103H107 29,704 117,214 SH   SOLE   117,214 0 0
PAYCHEX INC COM 704326107 10,065 190,301 SH   SOLE   190,301 0 0
PACCAR INC COM 693718108 50,720 1,070,036 SH   SOLE   1,070,036 0 0
PRICELINE GRP INC COM NEW 741503403 34,737 27,246 SH   SOLE   27,246 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 7,220 186,622 SH   SOLE   186,622 0 0
PEPSICO INC COM 713448108 421 4,209 SH   SOLE   4,209 0 0
PFIZER INC COM 717081103 56,595 1,753,268 SH   SOLE   1,744,962 0 8,306
PRINCIPAL FINL GROUP INC COM 74251V102 34,369 764,101 SH   SOLE   763,253 0 848
PROCTER & GAMBLE CO COM 742718109 6,904 86,947 SH   SOLE   86,947 0 0
PARKER HANNIFIN CORP COM 701094104 61,799 637,233 SH   SOLE   637,233 0 0
PULTE GROUP INC COM 745867101 23,595 1,324,049 SH   SOLE   1,136,266 0 187,783
PERKINELMER INC COM 714046109 22,912 427,698 SH   SOLE   427,698 0 0
PNC FINL SVCS GROUP INC COM 693475105 75,494 792,090 SH   SOLE   792,090 0 0
PPG INDS INC COM 693506107 16,889 170,904 SH   SOLE   170,904 0 0
PRUDENTIAL FINL INC COM 744320102 9,011 110,689 SH   SOLE   110,689 0 0
QUALCOMM INC COM 747525103 6,102 122,084 SH   SOLE   122,084 0 0
REYNOLDS AMERICAN INC COM 761713106 48,141 1,043,144 SH   SOLE   1,039,280 0 3,864
EVEREST RE GROUP LTD COM G3223R108 40,705 222,325 SH   SOLE   222,325 0 0
REGIONS FINL CORP NEW COM 7591EP100 29,977 3,122,576 SH   SOLE   3,122,576 0 0
ROBERT HALF INTL INC COM 770323103 14,420 305,898 SH   SOLE   305,898 0 0
RED HAT INC COM 756577102 11,509 138,977 SH   SOLE   138,977 0 0
RESMED INC COM 761152107 23,496 437,623 SH   SOLE   437,623 0 0
ROCKWELL AUTOMATION INC COM 773903109 81,192 791,271 SH   SOLE   791,271 0 0
ROPER TECHNOLOGIES INC COM 776696106 8,713 45,908 SH   SOLE   45,908 0 0
ROSS STORES INC COM 778296103 54,713 1,016,780 SH   SOLE   1,014,200 0 2,580
STARBUCKS CORP COM 855244109 30,416 506,681 SH   SOLE   506,681 0 0
SCHWAB CHARLES CORP NEW COM 808513105 16,568 503,131 SH   SOLE   503,131 0 0
SEALED AIR CORP NEW COM 81211K100 13,723 307,701 SH   SOLE   307,701 0 0
SHERWIN WILLIAMS CO COM 824348106 17,184 66,193 SH   SOLE   66,193 0 0
SMUCKER J M CO COM NEW 832696405 4,128 33,470 SH   SOLE   33,470 0 0
SNAP ON INC COM 833034101 14,124 82,391 SH   SOLE   82,391 0 0
SANDISK CORP COM 80004C101 30,419 400,309 SH   SOLE   395,225 0 5,084
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 63,637 1,152,630 SH   SOLE   1,132,374 0 20,256
STAPLES INC COM 855030102 20,732 2,189,244 SH   SOLE   1,988,829 0 200,415
SUNTRUST BKS INC COM 867914103 62,204 1,452,008 SH   SOLE   1,450,909 0 1,099
ST JUDE MED INC COM 790849103 25,950 420,111 SH   SOLE   420,111 0 0
STATE STR CORP COM 857477103 16,180 243,816 SH   SOLE   243,816 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 97,549 2,660,919 SH   SOLE   2,475,557 0 185,362
CONSTELLATION BRANDS INC CL A 21036P108 10,542 74,008 SH   SOLE   74,008 0 0
STANLEY BLACK & DECKER INC COM 854502101 17,687 165,716 SH   SOLE   165,716 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 25,020 325,652 SH   SOLE   325,652 0 0
SYMANTEC CORP COM 871503108 10,094 480,671 SH   SOLE   480,671 0 0
MOLSON COORS BREWING CO CL B 60871R209 14,262 151,853 SH   SOLE   149,885 0 1,968
TE CONNECTIVITY LTD REG SHS H84989104 65,061 1,006,979 SH   SOLE   1,006,979 0 0
TERADYNE INC COM 880770102 501 24,261 SH   SOLE   23,439 0 822
TARGET CORP COM 87612E106 59,308 816,799 SH   SOLE   808,478 0 8,321
TJX COS INC NEW COM 872540109 22,202 313,103 SH   SOLE   313,103 0 0
TORCHMARK CORP COM 891027104 20,943 366,398 SH   SOLE   366,398 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 14,116 99,511 SH   SOLE   99,511 0 0
TOLL BROTHERS INC COM 889478103 49,342 1,481,729 SH   SOLE   1,481,729 0 0
PRICE T ROWE GROUP INC COM 74144T108 17,111 239,347 SH   SOLE   239,347 0 0
TRAVELERS COMPANIES INC COM 89417E109 47,305 419,151 SH   SOLE   415,444 0 3,707
TRACTOR SUPPLY CO COM 892356106 52,206 610,602 SH   SOLE   610,602 0 0
TYSON FOODS INC CL A 902494103 56,214 1,054,081 SH   SOLE   1,047,164 0 6,917
TESORO CORP COM 881609101 44,084 418,376 SH   SOLE   413,685 0 4,691
TOTAL SYS SVCS INC COM 891906109 4,106 82,450 SH   SOLE   73,458 0 8,992
TIME WARNER CABLE INC COM 88732J207 42,007 226,342 SH   SOLE   226,342 0 0
TIME WARNER INC COM NEW 887317303 35,254 545,139 SH   SOLE   545,139 0 0
TEXAS INSTRS INC COM 882508104 56,288 1,026,957 SH   SOLE   1,026,957 0 0
TEXTRON INC COM 883203101 10,422 248,081 SH   SOLE   248,081 0 0
UDR INC COM 902653104 11,219 298,621 SH   SOLE   298,621 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 24,049 201,265 SH   SOLE   201,265 0 0
UNITEDHEALTH GROUP INC COM 91324P102 44,350 376,995 SH   SOLE   374,208 0 2,787
UNUM GROUP COM 91529Y106 9,156 275,040 SH   SOLE   275,040 0 0
US BANCORP DEL COM NEW 902973304 39,172 918,011 SH   SOLE   917,236 0 775
UNITED THERAPEUTICS CORP DEL COM 91307C102 24,620 157,205 SH   SOLE   157,205 0 0
UNITED TECHNOLOGIES CORP COM 913017109 93,520 973,460 SH   SOLE   973,460 0 0
VISA INC COM CL A 92826C839 1,958 25,248 SH   SOLE   25,248 0 0
VARIAN MED SYS INC COM 92220P105 52,860 654,211 SH   SOLE   654,092 0 119
V F CORP COM 918204108 27,510 441,929 SH   SOLE   441,929 0 0
VIACOM INC NEW CL B 92553P201 28,733 698,074 SH   SOLE   698,074 0 0
VALERO ENERGY CORP NEW COM 91913Y100 136,879 1,935,778 SH   SOLE   1,836,980 0 98,798
VERISIGN INC COM 92343E102 13,692 156,734 SH   SOLE   156,734 0 0
WATERS CORP COM 941848103 44,561 331,108 SH   SOLE   331,108 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 47,524 558,086 SH   SOLE   557,234 0 852
WESTERN DIGITAL CORP COM 958102105 46,399 772,665 SH   SOLE   738,010 0 34,655
WELLS FARGO & CO NEW COM 949746101 83,976 1,544,818 SH   SOLE   1,542,908 0 1,910
WHIRLPOOL CORP COM 963320106 12,467 84,884 SH   SOLE   84,722 0 162
ANTHEM INC COM 036752103 91,019 652,748 SH   SOLE   624,853 0 27,895
WAL-MART STORES INC COM 931142103 69,908 1,140,430 SH   SOLE   1,136,617 0 3,813
GRAHAM HLDGS CO COM 384637104 11,972 24,686 SH   SOLE   20,652 0 4,034
WILLIAMS SONOMA INC COM 969904101 22,267 381,227 SH   SOLE   381,227 0 0
WESTERN UN CO COM 959802109 89,796 5,013,754 SH   SOLE   4,825,840 0 187,914
WEYERHAEUSER CO COM 962166104 3,546 118,282 SH   SOLE   118,282 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 33,060 455,057 SH   SOLE   455,057 0 0
XL GROUP PLC SHS G98290102 52,656 1,343,943 SH   SOLE   1,330,519 0 13,424
XILINX INC COM 983919101 67,954 1,446,754 SH   SOLE   1,446,466 0 288
XEROX CORP COM 984121103 62,972 5,923,943 SH   SOLE   5,718,783 0 205,160
YUM BRANDS INC COM 988498101 10,902 149,237 SH   SOLE   149,237 0 0
ZIONS BANCORPORATION COM 989701107 9,502 348,065 SH   SOLE   348,065 0 0