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
NUVECTRA CORP COM 67075N108 64 11,765 SH   SOLE   11,765 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 24,358 611,243 SH   SOLE   611,243 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 25,443 158,682 SH   SOLE   158,682 0 0
APPLE INC COM 037833100 118,654 1,088,672 SH   SOLE   1,068,967 0 19,705
ABBVIE INC COM 00287Y109 9,310 162,989 SH   SOLE   157,156 0 5,833
AMERISOURCEBERGEN CORP COM 03073E105 61,161 706,651 SH   SOLE   706,141 0 510
ABBOTT LABS COM 002824100 43,649 1,043,490 SH   SOLE   1,041,760 0 1,730
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 47,542 411,972 SH   SOLE   411,013 0 959
ANALOG DEVICES INC COM 032654105 19,449 328,584 SH   SOLE   328,584 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 49,105 1,352,377 SH   SOLE   1,309,598 0 42,779
THE ADT CORPORATION COM 00101J106 12,063 292,370 SH   SOLE   292,370 0 0
AETNA INC NEW COM 00817Y108 30,123 268,114 SH   SOLE   263,319 0 4,795
AFLAC INC COM 001055102 63,326 1,002,945 SH   SOLE   997,388 0 5,557
AMERICAN INTL GROUP INC COM NEW 026874784 56,128 1,038,452 SH   SOLE   1,034,358 0 4,094
APARTMENT INVT & MGMT CO CL A 03748R101 8,734 208,857 SH   SOLE   208,857 0 0
ASSURANT INC COM 04621X108 19,915 258,131 SH   SOLE   256,693 0 1,438
ALASKA AIR GROUP INC COM 011659109 30,385 370,456 SH   SOLE   370,456 0 0
ALLSTATE CORP COM 020002101 32,710 485,534 SH   SOLE   482,275 0 3,259
AMC NETWORKS INC CL A 00164V103 22,837 351,663 SH   SOLE   351,663 0 0
AMETEK INC NEW COM 031100100 39,060 781,513 SH   SOLE   781,513 0 0
AMGEN INC COM 031162100 49,789 332,081 SH   SOLE   326,871 0 5,210
AMERIPRISE FINL INC COM 03076C106 53,380 567,816 SH   SOLE   567,816 0 0
AMAZON COM INC COM 023135106 39,212 66,054 SH   SOLE   64,439 0 1,615
AUTONATION INC COM 05329W102 14,003 299,973 SH   SOLE   299,973 0 0
ABERCROMBIE & FITCH CO CL A 002896207 6,269 198,754 SH   SOLE   183,252 0 15,502
AON PLC SHS CL A G0408V102 16,997 162,724 SH   SOLE   162,724 0 0
AMPHENOL CORP NEW CL A 032095101 12,382 214,148 SH   SOLE   214,148 0 0
AVERY DENNISON CORP COM 053611109 6,089 84,440 SH   SOLE   84,440 0 0
AMERICAN EXPRESS CO COM 025816109 69,690 1,135,013 SH   SOLE   1,135,013 0 0
AUTOZONE INC COM 053332102 42,695 53,590 SH   SOLE   53,247 0 343
BOEING CO COM 097023105 32,921 259,346 SH   SOLE   259,346 0 0
BANK AMER CORP COM 060505104 21,514 1,591,301 SH   SOLE   1,590,515 0 786
BAXTER INTL INC COM 071813109 18,659 454,203 SH   SOLE   454,203 0 0
BED BATH & BEYOND INC COM 075896100 63,197 1,273,116 SH   SOLE   1,260,047 0 13,069
BB&T CORP COM 054937107 41,052 1,233,896 SH   SOLE   1,233,016 0 880
BEST BUY INC COM 086516101 81,719 2,519,067 SH   SOLE   2,437,106 0 81,961
BARD C R INC COM 067383109 5,110 25,214 SH   SOLE   25,214 0 0
FRANKLIN RES INC COM 354613101 29,799 763,090 SH   SOLE   763,090 0 0
BROWN FORMAN CORP CL B 115637209 37,647 382,316 SH   SOLE   382,316 0 0
BANK NEW YORK MELLON CORP COM 064058100 34,899 947,578 SH   SOLE   947,578 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,204 8,484 SH   SOLE   8,484 0 0
CITIGROUP INC COM NEW 172967424 30,768 736,968 SH   SOLE   736,968 0 0
CA INC COM 12673P105 18,145 589,325 SH   SOLE   589,325 0 0
CONAGRA FOODS INC COM 205887102 283 6,339 SH   SOLE   6,339 0 0
CARDINAL HEALTH INC COM 14149Y108 33,044 403,226 SH   SOLE   402,331 0 895
CATERPILLAR INC DEL COM 149123101 4,094 53,485 SH   SOLE   53,485 0 0
CBRE GROUP INC CL A 12504L109 11,929 413,902 SH   SOLE   413,902 0 0
CBS CORP NEW CL B 124857202 9,839 178,606 SH   SOLE   178,606 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 39,228 773,125 SH   SOLE   771,185 0 1,940
CARNIVAL CORP PAIRED CTF 143658300 39,185 742,562 SH   SOLE   742,562 0 0
CHEMOURS CO COM 163851108 107 15,279 SH   SOLE   15,279 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 32,780 1,390,168 SH   SOLE   1,390,168 0 0
CHURCH & DWIGHT INC COM 171340102 20,692 224,476 SH   SOLE   224,476 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 26,794 360,965 SH   SOLE   360,837 0 128
CIGNA CORPORATION COM 125509109 35,592 259,343 SH   SOLE   258,999 0 344
CLOROX CO DEL COM 189054109 4,486 35,584 SH   SOLE   35,531 0 53
COMERICA INC COM 200340107 4,486 118,471 SH   SOLE   118,471 0 0
COMCAST CORP NEW CL A 20030N101 32,930 539,124 SH   SOLE   534,709 0 4,415
CME GROUP INC COM 12572Q105 18,334 190,876 SH   SOLE   189,504 0 1,372
CHIPOTLE MEXICAN GRILL INC COM 169656105 361 766 SH   SOLE   766 0 0
CUMMINS INC COM 231021106 50,990 463,802 SH   SOLE   463,802 0 0
CAPITAL ONE FINL CORP COM 14040H105 85,926 1,239,732 SH   SOLE   1,236,432 0 3,300
COACH INC COM 189754104 38,626 963,478 SH   SOLE   947,876 0 15,602
COSTCO WHSL CORP NEW COM 22160K105 3,948 25,052 SH   SOLE   25,052 0 0
CAMPBELL SOUP CO COM 134429109 6,402 100,361 SH   SOLE   100,361 0 0
INGREDION INC COM 457187102 12,921 120,997 SH   SOLE   120,997 0 0
CAMDEN PPTY TR SH BEN INT 133131102 6,165 73,320 SH   SOLE   73,320 0 0
CALIFORNIA RES CORP COM 13057Q107 40 38,536 SH   SOLE   38,536 0 0
COMPUTER SCIENCES CORP COM 205363104 34,255 996,067 SH   SOLE   991,448 0 4,619
CISCO SYS INC COM 17275R102 84,796 2,978,426 SH   SOLE   2,940,254 0 38,172
CINTAS CORP COM 172908105 22,512 250,662 SH   SOLE   250,662 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 30,417 485,115 SH   SOLE   480,110 0 5,005
CITRIX SYS INC COM 177376100 25,164 320,229 SH   SOLE   312,904 0 7,325
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 56,694 1,718,010 SH   SOLE   1,702,966 0 15,044
CVS HEALTH CORP COM 126650100 38,539 371,529 SH   SOLE   371,337 0 192
DEERE & CO COM 244199105 31,521 409,418 SH   SOLE   409,418 0 0
DEAN FOODS CO NEW COM NEW 242370203 7,222 416,950 SH   SOLE   384,152 0 32,798
DISCOVER FINL SVCS COM 254709108 56,327 1,106,180 SH   SOLE   1,100,995 0 5,185
DOLLAR GEN CORP NEW COM 256677105 31,469 367,629 SH   SOLE   367,313 0 316
QUEST DIAGNOSTICS INC COM 74834L100 18,393 257,421 SH   SOLE   257,421 0 0
D R HORTON INC COM 23331A109 60,855 2,013,082 SH   SOLE   1,986,752 0 26,330
DANAHER CORP DEL COM 235851102 12,242 129,049 SH   SOLE   129,049 0 0
DISNEY WALT CO COM DISNEY 254687106 50,075 504,226 SH   SOLE   502,347 0 1,879
DELPHI AUTOMOTIVE PLC SHS G27823106 20,964 279,449 SH   SOLE   279,449 0 0
DOLLAR TREE INC COM 256746108 4,464 54,136 SH   SOLE   50,693 0 3,443
DOVER CORP COM 260003108 20,459 318,031 SH   SOLE   318,031 0 0
DOW CHEM CO COM 260543103 25,742 506,138 SH   SOLE   506,138 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 621 6,950 SH   SOLE   6,950 0 0
DARDEN RESTAURANTS INC COM 237194105 36,462 549,951 SH   SOLE   549,591 0 360
DAVITA HEALTHCARE PARTNERS I COM 23918K108 39,372 536,554 SH   SOLE   536,554 0 0
EBAY INC COM 278642103 107,358 4,499,502 SH   SOLE   4,461,869 0 37,633
ECOLAB INC COM 278865100 4,355 39,048 SH   SOLE   39,048 0 0
EQUIFAX INC COM 294429105 15,371 134,488 SH   SOLE   134,488 0 0
LAUDER ESTEE COS INC CL A 518439104 13,274 140,746 SH   SOLE   140,746 0 0
E M C CORP MASS COM 268648102 51,305 1,925,140 SH   SOLE   1,891,639 0 33,501
EASTMAN CHEM CO COM 277432100 4,196 58,088 SH   SOLE   58,088 0 0
EMERSON ELEC CO COM 291011104 11,117 204,435 SH   SOLE   204,435 0 0
ENOVA INTL INC COM 29357K103 63 10,040 SH   SOLE   10,040 0 0
EQUINIX INC COM PAR $0.001 29444U700 7,899 23,886 SH   SOLE   23,886 0 0
ELECTRONIC ARTS INC COM 285512109 48,192 728,962 SH   SOLE   700,790 0 28,172
EXPRESS SCRIPTS HLDG CO COM 30219G108 15,719 228,836 SH   SOLE   228,836 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 3,226 131,735 SH   SOLE   131,735 0 0
EATON CORP PLC SHS G29183103 20,777 332,114 SH   SOLE   332,114 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 72,660 823,720 SH   SOLE   779,294 0 44,426
EXPEDITORS INTL WASH INC COM 302130109 31,499 645,339 SH   SOLE   644,431 0 908
EXPEDIA INC DEL COM NEW 30212P303 39,164 363,234 SH   SOLE   358,895 0 4,339
FORD MTR CO DEL COM PAR $0.01 345370860 72,345 5,358,910 SH   SOLE   5,358,910 0 0
FASTENAL CO COM 311900104 4,893 99,864 SH   SOLE   99,864 0 0
MACYS INC COM 55616P104 60,978 1,383,025 SH   SOLE   1,367,932 0 15,093
F5 NETWORKS INC COM 315616102 39,008 368,520 SH   SOLE   368,520 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 46,250 730,535 SH   SOLE   730,535 0 0
FISERV INC COM 337738108 35,366 344,769 SH   SOLE   344,567 0 202
FIFTH THIRD BANCORP COM 316773100 50,963 3,053,486 SH   SOLE   3,041,901 0 11,585
FOOT LOCKER INC COM 344849104 41,456 642,729 SH   SOLE   642,729 0 0
FLIR SYS INC COM 302445101 570 17,284 SH   SOLE   16,036 0 1,248
FLUOR CORP NEW COM 343412102 54,399 1,013,014 SH   SOLE   1,013,014 0 0
FOSSIL GROUP INC COM 34988V106 8,025 180,661 SH   SOLE   165,259 0 15,402
FIRST SOLAR INC COM 336433107 24,792 362,091 SH   SOLE   333,454 0 28,637
TEGNA INC COM 87901J105 51,966 2,215,072 SH   SOLE   2,155,535 0 59,537
GENERAL DYNAMICS CORP COM 369550108 35,090 267,107 SH   SOLE   267,107 0 0
GILEAD SCIENCES INC COM 375558103 112,780 1,227,734 SH   SOLE   1,202,341 0 25,393
GENERAL MLS INC COM 370334104 36,300 573,002 SH   SOLE   573,002 0 0
CORNING INC COM 219350105 103,134 4,937,020 SH   SOLE   4,775,962 0 161,058
GAMESTOP CORP NEW CL A 36467W109 14,968 471,731 SH   SOLE   434,751 0 36,980
GENUINE PARTS CO COM 372460105 44,221 445,057 SH   SOLE   443,341 0 1,716
GAP INC DEL COM 364760108 66,285 2,254,599 SH   SOLE   2,224,052 0 30,547
GARMIN LTD SHS H2906T109 10,293 257,591 SH   SOLE   257,591 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 90,604 577,169 SH   SOLE   576,275 0 894
GOODYEAR TIRE & RUBR CO COM 382550101 105,554 3,200,531 SH   SOLE   3,125,703 0 74,828
GRAINGER W W INC COM 384802104 531 2,274 SH   SOLE   2,090 0 184
HASBRO INC COM 418056107 68,698 857,655 SH   SOLE   844,063 0 13,592
HUNTINGTON BANCSHARES INC COM 446150104 48,758 5,110,931 SH   SOLE   5,072,177 0 38,754
HANESBRANDS INC COM 410345102 2,244 79,167 SH   SOLE   79,167 0 0
HOME DEPOT INC COM 437076102 26,580 199,205 SH   SOLE   199,205 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 84,959 1,843,725 SH   SOLE   1,838,519 0 5,206
HARLEY DAVIDSON INC COM 412822108 44,456 866,076 SH   SOLE   866,076 0 0
HOLOGIC INC COM 436440101 8,019 232,431 SH   SOLE   232,431 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 15,552 186,411 SH   SOLE   186,411 0 0
HP INC COM 40434L105 36,175 2,936,295 SH   SOLE   2,909,223 0 27,072
BLOCK H & R INC COM 093671105 42,965 1,626,213 SH   SOLE   1,614,741 0 11,472
HARRIS CORP DEL COM 413875105 19,141 245,842 SH   SOLE   245,842 0 0
HUMANA INC COM 444859102 18,392 100,531 SH   SOLE   95,337 0 5,194
INTERNATIONAL BUSINESS MACHS COM 459200101 170,935 1,128,657 SH   SOLE   1,107,863 0 20,794
INTERCONTINENTAL EXCHANGE IN COM 45866F104 7,468 31,761 SH   SOLE   31,761 0 0
INTEL CORP COM 458140100 61,281 1,894,320 SH   SOLE   1,840,243 0 54,077
INTERPUBLIC GROUP COS INC COM 460690100 2,020 88,017 SH   SOLE   88,017 0 0
INGERSOLL-RAND PLC SHS G47791101 842 13,586 SH   SOLE   13,586 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 11,596 19,293 SH   SOLE   19,293 0 0
INVESCO LTD SHS G491BT108 29,415 955,977 SH   SOLE   955,977 0 0
JOHNSON CTLS INC COM 478366107 8,181 209,922 SH   SOLE   209,344 0 578
JOHNSON & JOHNSON COM 478160104 2,641 24,408 SH   SOLE   23,796 0 612
JUNIPER NETWORKS INC COM 48203R104 13,307 521,640 SH   SOLE   521,640 0 0
JPMORGAN CHASE & CO COM 46625H100 89,790 1,516,215 SH   SOLE   1,507,557 0 8,658
NORDSTROM INC COM 655664100 10,665 186,425 SH   SOLE   186,425 0 0
KEYCORP NEW COM 493267108 45,712 4,140,580 SH   SOLE   4,121,676 0 18,904
MONDELEZ INTL INC CL A 609207105 86,634 2,159,364 SH   SOLE   2,155,058 0 4,306
KROGER CO COM 501044101 23,189 606,242 SH   SOLE   602,512 0 3,730
KOHLS CORP COM 500255104 58,984 1,265,469 SH   SOLE   1,229,174 0 36,295
LEGGETT & PLATT INC COM 524660107 30,512 630,420 SH   SOLE   630,420 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 19,406 165,677 SH   SOLE   165,677 0 0
LKQ CORP COM 501889208 41,046 1,285,507 SH   SOLE   1,285,507 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 1,508 12,725 SH   SOLE   12,725 0 0
LINEAR TECHNOLOGY CORP COM 535678106 18,698 419,620 SH   SOLE   419,620 0 0
LILLY ELI & CO COM 532457108 17,531 243,448 SH   SOLE   240,868 0 2,580
LOCKHEED MARTIN CORP COM 539830109 794 3,583 SH   SOLE   3,583 0 0
LINCOLN NATL CORP IND COM 534187109 23,175 591,207 SH   SOLE   591,207 0 0
LOWES COS INC COM 548661107 21,409 282,621 SH   SOLE   282,621 0 0
LAM RESEARCH CORP COM 512807108 45,754 553,927 SH   SOLE   553,413 0 514
L BRANDS INC COM 501797104 30,671 349,284 SH   SOLE   347,132 0 2,152
LEUCADIA NATL CORP COM 527288104 13,638 843,430 SH   SOLE   843,430 0 0
SOUTHWEST AIRLS CO COM 844741108 11,420 254,910 SH   SOLE   246,449 0 8,461
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 93,290 1,090,092 SH   SOLE   1,066,791 0 23,301
MASTERCARD INC CL A 57636Q104 45,740 484,022 SH   SOLE   484,022 0 0
MARRIOTT INTL INC NEW CL A 571903202 11,205 157,419 SH   SOLE   157,419 0 0
MASCO CORP COM 574599106 42,513 1,351,760 SH   SOLE   1,346,773 0 4,987
MATTEL INC COM 577081102 37,416 1,112,902 SH   SOLE   1,089,516 0 23,386
MCDONALDS CORP COM 580135101 635 5,055 SH   SOLE   4,884 0 171
MICROCHIP TECHNOLOGY INC COM 595017104 18,971 393,588 SH   SOLE   393,588 0 0
MCKESSON CORP COM 58155Q103 16,814 106,924 SH   SOLE   106,924 0 0
MOODYS CORP COM 615369105 48,938 506,813 SH   SOLE   506,813 0 0
MEDTRONIC PLC SHS G5960L103 642 8,555 SH   SOLE   8,555 0 0
METLIFE INC COM 59156R108 72,986 1,661,049 SH   SOLE   1,653,789 0 7,260
MOHAWK INDS INC COM 608190104 40,928 214,396 SH   SOLE   214,396 0 0
MCCORMICK & CO INC COM NON VTG 579780206 19,515 196,166 SH   SOLE   196,094 0 72
MARSH & MCLENNAN COS INC COM 571748102 6,549 107,736 SH   SOLE   107,736 0 0
ALTRIA GROUP INC COM 02209S103 3,396 54,198 SH   SOLE   54,198 0 0
MOSAIC CO NEW COM 61945C103 19,275 713,880 SH   SOLE   713,880 0 0
MARATHON PETE CORP COM 56585A102 8,620 231,835 SH   SOLE   231,835 0 0
MERCK & CO INC NEW COM 58933Y105 22,260 420,710 SH   SOLE   420,419 0 291
MICROSOFT CORP COM 594918104 6,741 122,056 SH   SOLE   116,661 0 5,395
M & T BK CORP COM 55261F104 25,410 228,920 SH   SOLE   228,039 0 881
MICRON TECHNOLOGY INC COM 595112103 17,122 1,635,346 SH   SOLE   1,635,346 0 0
MYLAN N V SHS EURO N59465109 3,945 85,123 SH   SOLE   84,986 0 137
NASDAQ INC COM 631103108 11,926 179,665 SH   SOLE   178,569 0 1,096
NEWMONT MINING CORP COM 651639106 12,570 472,919 SH   SOLE   466,047 0 6,872
NETFLIX INC COM 64110L106 6,788 66,396 SH   SOLE   61,209 0 5,187
NISOURCE INC COM 65473P105 259 10,983 SH   SOLE   10,983 0 0
NIKE INC CL B 654106103 38,975 634,050 SH   SOLE   633,297 0 753
NATIONAL OILWELL VARCO INC COM 637071101 12,377 397,970 SH   SOLE   397,970 0 0
NETAPP INC COM 64110D104 24,312 890,876 SH   SOLE   890,876 0 0
NORTHERN TR CORP COM 665859104 35,788 549,144 SH   SOLE   547,685 0 1,459
NUCOR CORP COM 670346105 32,804 693,532 SH   SOLE   693,532 0 0
NVIDIA CORP COM 67066G104 81,056 2,274,933 SH   SOLE   2,223,640 0 51,293
NVR INC COM 62944T105 34,896 20,143 SH   SOLE   20,143 0 0
NEWELL RUBBERMAID INC COM 651229106 31,281 706,272 SH   SOLE   706,272 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 55,514 1,991,174 SH   SOLE   1,976,278 0 14,896
NEW YORK CMNTY BANCORP INC COM 649445103 49,759 3,129,488 SH   SOLE   3,129,488 0 0
OMNICOM GROUP INC COM 681919106 15,365 184,609 SH   SOLE   184,609 0 0
ORACLE CORP COM 68389X105 51,482 1,258,417 SH   SOLE   1,245,147 0 13,270
O REILLY AUTOMOTIVE INC NEW COM 67103H107 52,600 192,208 SH   SOLE   190,566 0 1,642
PACCAR INC COM 693718108 39,048 713,980 SH   SOLE   713,858 0 122
PRICELINE GRP INC COM NEW 741503403 29,552 22,927 SH   SOLE   22,927 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 10,456 221,812 SH   SOLE   221,812 0 0
PEPSICO INC COM 713448108 2,604 25,409 SH   SOLE   25,409 0 0
PFIZER INC COM 717081103 44,408 1,498,255 SH   SOLE   1,493,102 0 5,153
PRINCIPAL FINL GROUP INC COM 74251V102 63,094 1,599,347 SH   SOLE   1,598,884 0 463
PROGRESSIVE CORP OHIO COM 743315103 36,022 1,025,097 SH   SOLE   1,023,427 0 1,670
PARKER HANNIFIN CORP COM 701094104 9,003 81,051 SH   SOLE   81,051 0 0
PULTE GROUP INC COM 745867101 17,611 941,244 SH   SOLE   861,195 0 80,049
PERKINELMER INC COM 714046109 17,367 351,135 SH   SOLE   351,135 0 0
PHILIP MORRIS INTL INC COM 718172109 353 3,602 SH   SOLE   3,602 0 0
PNC FINL SVCS GROUP INC COM 693475105 62,559 739,726 SH   SOLE   739,493 0 233
PRUDENTIAL FINL INC COM 744320102 65,274 903,820 SH   SOLE   903,820 0 0
PHILLIPS 66 COM 718546104 14,367 165,917 SH   SOLE   165,917 0 0
PVH CORP COM 693656100 39,974 403,537 SH   SOLE   401,652 0 1,885
QUALCOMM INC COM 747525103 3,109 60,792 SH   SOLE   60,792 0 0
REYNOLDS AMERICAN INC COM 761713106 28,027 557,078 SH   SOLE   553,714 0 3,364
EVEREST RE GROUP LTD COM G3223R108 48,085 243,554 SH   SOLE   243,554 0 0
REGIONS FINL CORP NEW COM 7591EP100 17,152 2,184,943 SH   SOLE   2,155,718 0 29,225
ROBERT HALF INTL INC COM 770323103 29,020 623,010 SH   SOLE   623,010 0 0
RED HAT INC COM 756577102 1,763 23,661 SH   SOLE   23,661 0 0
RALPH LAUREN CORP CL A 751212101 10,340 107,415 SH   SOLE   105,879 0 1,536
RESMED INC COM 761152107 1,314 22,730 SH   SOLE   22,730 0 0
ROCKWELL AUTOMATION INC COM 773903109 54,982 483,358 SH   SOLE   483,358 0 0
ROSS STORES INC COM 778296103 41,691 720,057 SH   SOLE   717,747 0 2,310
RAYONIER ADVANCED MATLS INC COM 75508B104 148 15,528 SH   SOLE   15,528 0 0
LEIDOS HLDGS INC COM 525327102 1,204 23,923 SH   SOLE   22,063 0 1,860
STARBUCKS CORP COM 855244109 55,896 936,288 SH   SOLE   928,320 0 7,968
SCHWAB CHARLES CORP NEW COM 808513105 5,673 202,468 SH   SOLE   202,468 0 0
SEALED AIR CORP NEW COM 81211K100 9,803 204,189 SH   SOLE   204,189 0 0
SNAP ON INC COM 833034101 41,739 265,872 SH   SOLE   265,872 0 0
SANDISK CORP COM 80004C101 9,398 123,530 SH   SOLE   121,466 0 2,064
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 60,598 925,156 SH   SOLE   915,980 0 9,176
STAPLES INC COM 855030102 5,216 472,876 SH   SOLE   445,238 0 27,638
STERICYCLE INC COM 858912108 30,810 244,158 SH   SOLE   244,158 0 0
SEVENTY SEVEN ENERGY INC COM 818097107 48 81,967 SH   SOLE   81,967 0 0
SUNTRUST BKS INC COM 867914103 48,964 1,357,105 SH   SOLE   1,345,781 0 11,324
ST JUDE MED INC COM 790849103 51,392 934,392 SH   SOLE   934,392 0 0
STATE STR CORP COM 857477103 18,188 310,797 SH   SOLE   310,797 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 65,042 1,888,011 SH   SOLE   1,845,097 0 42,914
CONSTELLATION BRANDS INC CL A 21036P108 5,902 39,061 SH   SOLE   39,061 0 0
STANLEY BLACK & DECKER INC COM 854502101 28,315 269,126 SH   SOLE   269,126 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 7,070 90,751 SH   SOLE   90,751 0 0
STRYKER CORP COM 863667101 23,641 220,350 SH   SOLE   220,290 0 60
SYMANTEC CORP COM 871503108 7,727 420,409 SH   SOLE   420,409 0 0
MOLSON COORS BREWING CO CL B 60871R209 10,148 105,511 SH   SOLE   105,511 0 0
TE CONNECTIVITY LTD REG SHS H84989104 7,324 118,286 SH   SOLE   118,286 0 0
TERADYNE INC COM 880770102 493 22,837 SH   SOLE   22,327 0 510
TARGET CORP COM 87612E106 65,379 794,592 SH   SOLE   786,244 0 8,348
TIFFANY & CO NEW COM 886547108 13,508 184,083 SH   SOLE   184,083 0 0
TJX COS INC NEW COM 872540109 31,017 395,878 SH   SOLE   393,382 0 2,496
TORCHMARK CORP COM 891027104 31,303 577,971 SH   SOLE   577,971 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 9,261 65,410 SH   SOLE   65,410 0 0
TOLL BROTHERS INC COM 889478103 9,229 312,726 SH   SOLE   312,726 0 0
PRICE T ROWE GROUP INC COM 74144T108 3,293 44,830 SH   SOLE   44,830 0 0
TRAVELERS COMPANIES INC COM 89417E109 32,789 280,947 SH   SOLE   280,894 0 53
TRACTOR SUPPLY CO COM 892356106 34,499 381,378 SH   SOLE   381,378 0 0
TYSON FOODS INC CL A 902494103 76,731 1,151,083 SH   SOLE   1,141,300 0 9,783
TESORO CORP COM 881609101 30,372 353,126 SH   SOLE   353,126 0 0
TOTAL SYS SVCS INC COM 891906109 51,661 1,085,766 SH   SOLE   1,074,713 0 11,053
TIME WARNER CABLE INC COM 88732J207 67,459 329,680 SH   SOLE   329,403 0 277
TIME WARNER INC COM NEW 887317303 18,863 259,998 SH   SOLE   259,819 0 179
TEXAS INSTRS INC COM 882508104 8,076 140,653 SH   SOLE   140,653 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 18,067 144,857 SH   SOLE   144,857 0 0
UNITEDHEALTH GROUP INC COM 91324P102 34,100 264,543 SH   SOLE   262,913 0 1,630
UNUM GROUP COM 91529Y106 26,352 852,257 SH   SOLE   852,257 0 0
UNITED PARCEL SERVICE INC CL B 911312106 1,938 18,379 SH   SOLE   18,379 0 0
URBAN OUTFITTERS INC COM 917047102 515 15,564 SH   SOLE   14,305 0 1,259
US BANCORP DEL COM NEW 902973304 42,625 1,050,134 SH   SOLE   1,046,848 0 3,286
UNITED THERAPEUTICS CORP DEL COM 91307C102 24,151 216,737 SH   SOLE   216,737 0 0
VISA INC COM CL A 92826C839 29,548 386,344 SH   SOLE   386,344 0 0
VARIAN MED SYS INC COM 92220P105 12,479 155,944 SH   SOLE   155,944 0 0
V F CORP COM 918204108 25,683 396,585 SH   SOLE   396,585 0 0
VIACOM INC NEW CL B 92553P201 34,298 830,851 SH   SOLE   830,851 0 0
VALERO ENERGY CORP NEW COM 91913Y100 87,882 1,370,165 SH   SOLE   1,334,986 0 35,179
VERISIGN INC COM 92343E102 28,255 319,126 SH   SOLE   318,903 0 223
WATERS CORP COM 941848103 28,692 217,498 SH   SOLE   217,498 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 26,767 317,749 SH   SOLE   317,363 0 386
WESTERN DIGITAL CORP COM 958102105 23,781 503,416 SH   SOLE   503,416 0 0
WELLS FARGO & CO NEW COM 949746101 68,535 1,417,191 SH   SOLE   1,414,366 0 2,825
WHIRLPOOL CORP COM 963320106 3,874 21,479 SH   SOLE   21,479 0 0
ANTHEM INC COM 036752103 66,209 476,359 SH   SOLE   463,278 0 13,081
WAL-MART STORES INC COM 931142103 15,092 220,356 SH   SOLE   220,356 0 0
GRAHAM HLDGS CO COM 384637104 9,907 20,640 SH   SOLE   18,972 0 1,668
WILLIAMS SONOMA INC COM 969904101 311 5,674 SH   SOLE   5,674 0 0
WESTERN UN CO COM 959802109 101,731 5,273,753 SH   SOLE   5,187,789 0 85,964
WYNDHAM WORLDWIDE CORP COM 98310W108 16,880 220,862 SH   SOLE   220,862 0 0
XL GROUP PLC SHS G98290102 70,993 1,929,161 SH   SOLE   1,915,254 0 13,907
XILINX INC COM 983919101 57,322 1,208,569 SH   SOLE   1,205,041 0 3,528
DENTSPLY SIRONA INC COM 24906P109 2,721 44,146 SH   SOLE   44,146 0 0
XEROX CORP COM 984121103 24,648 2,208,637 SH   SOLE   2,132,797 0 75,840
YUM BRANDS INC COM 988498101 22,809 278,669 SH   SOLE   278,669 0 0
ZIONS BANCORPORATION COM 989701107 2,766 114,270 SH   SOLE   114,270 0 0