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
AAR Corp COM 000361105 15,058 537,600 SH   SOLE   537,600 0 0
ACE Ltd COM H0023R105 22,289 215,290 SH   SOLE   128,890 0 86,400
Actavis COM G0083B108 14,326 85,271 SH   SOLE   20,271 0 65,000
Activision Blizzard COM 00507V109 417 23,400 SH   SOLE   0 0 23,400
Addus HomeCare COM 006739106 267 11,900 SH   SOLE   11,900 0 0
ADM COM 039483102 88,072 2,029,300 SH   SOLE   1,236,200 0 793,100
ADTRAN COM 00738A106 459 17,000 SH   SOLE   17,000 0 0
Advance Auto Parts COM 00751Y106 830 7,500 SH   SOLE   0 0 7,500
AECOM Technology COM 00766T100 55,355 1,880,900 SH   SOLE   1,248,000 0 632,900
AerCap Hldgs NV COM N00985106 9,768 254,700 SH   SOLE   254,700 0 0
AES Corp COM 00130H105 242,263 16,696,280 SH   SOLE   9,365,680 0 7,330,600
Aetna COM 00817Y108 14,143 206,200 SH   SOLE   51,800 0 154,400
Aflac Inc COM 001055102 808 12,100 SH   SOLE   12,100 0 0
AGL Resources COM 001204106 1,700 36,000 SH   SOLE   0 0 36,000
Alcoa Inc COM 013817101 31,987 3,009,140 SH   SOLE   2,014,440 0 994,700
Alexion Pharmaceuticals COM 015351109 7,402 55,700 SH   SOLE   55,700 0 0
Align Technology COM 016255101 23,205 406,100 SH   SOLE   205,700 0 200,400
Alleghany COM 017175100 1,440 3,600 SH   SOLE   0 0 3,600
Allegion plc COM G0176J109 277 6,266 SH   SOLE   6,266 0 0
Alliant Corp COM 018802108 325 6,300 SH   SOLE   0 0 6,300
Alliant Techsystems COM 018804104 227,230 1,867,440 SH   SOLE   1,078,440 0 789,000
Allied World Assrnc COM H01531104 184,002 1,631,080 SH   SOLE   931,880 0 699,200
Allstate Corp COM 020002101 280,662 5,145,990 SH   SOLE   2,837,890 0 2,308,100
Altria Group COM 02209S103 38,256 996,500 SH   SOLE   619,500 0 377,000
Amdocs Ltd COM G02602103 240,711 5,836,840 SH   SOLE   3,260,540 0 2,576,300
American Elec Pwr COM 025537101 207,718 4,444,120 SH   SOLE   2,319,520 0 2,124,600
American Finl Group COM 025932104 155,660 2,696,820 SH   SOLE   1,454,620 0 1,242,200
American Intl Group COM 026874784 370,328 7,254,220 SH   SOLE   4,000,520 0 3,253,700
Ameriprise Financial COM 03076C106 29,165 253,500 SH   SOLE   161,300 0 92,200
AmerisourceBergen COM 03073E105 249,041 3,542,040 SH   SOLE   1,921,340 0 1,620,700
Amgen Inc COM 031162100 229,621 2,012,810 SH   SOLE   1,156,910 0 855,900
Andersons COM 034164103 7,990 89,600 SH   SOLE   89,600 0 0
ANN INC COM 035623107 3,762 102,900 SH   SOLE   102,900 0 0
AOL COM 00184X105 4,476 96,000 SH   SOLE   96,000 0 0
Apartment Invt & Mgmt COM 03748R101 9,050 349,300 SH   SOLE   330,300 0 19,000
Apple COM 037833100 262,759 468,360 SH   SOLE   283,560 0 184,800
AptarGroup COM 038336103 536 7,900 SH   SOLE   0 0 7,900
Arctic Cat COM 039670104 3,037 53,300 SH   SOLE   53,300 0 0
Arrow Electronics COM 042735100 132,660 2,445,340 SH   SOLE   1,441,240 0 1,004,100
Ascena Retail Group COM 04351G101 1,251 59,100 SH   SOLE   18,300 0 40,800
Ashford Hospitality COM 044103109 5,437 656,700 SH   SOLE   656,700 0 0
Ashford Hospitality Pr COM 044102101 2,458 135,040 SH   SOLE   135,040 0 0
Aspen Ins Hldgs Ltd COM G05384105 15,243 369,000 SH   SOLE   369,000 0 0
Aspen Technology COM 045327103 1,814 43,400 SH   SOLE   0 0 43,400
Assurant COM 04621X108 273,419 4,119,610 SH   SOLE   2,356,410 0 1,763,200
AT&T COM 00206R102 93,275 2,652,860 SH   SOLE   1,351,960 0 1,300,900
Atmos Energy COM 049560105 18,972 417,700 SH   SOLE   417,700 0 0
Avnet COM 053807103 133,886 3,035,280 SH   SOLE   1,683,080 0 1,352,200
AXIS Capital Hldgs COM G0692U109 216,421 4,549,530 SH   SOLE   2,544,530 0 2,005,000
Baker Hughes COM 057224107 135,612 2,454,070 SH   SOLE   1,431,570 0 1,022,500
Banco Macro S.A. COM 05961W105 619 25,500 SH   SOLE   25,500 0 0
Bank of America COM 060505104 71,960 4,621,700 SH   SOLE   2,522,300 0 2,099,400
Banner Corp COM 06652V208 16,422 366,400 SH   SOLE   366,400 0 0
BCE COM 05534B760 11,662 269,400 SH   SOLE   29,300 0 240,100
Becton Dickinson COM 075887109 320 2,900 SH   SOLE   0 0 2,900
Bed Bath & Beyond COM 075896100 57,423 715,100 SH   SOLE   442,900 0 272,200
Benchmark Elec COM 08160H101 1,969 85,300 SH   SOLE   85,300 0 0
Best Buy COM 086516101 229,064 5,743,840 SH   SOLE   3,260,140 0 2,483,700
Bill Barrett Corp COM 06846N104 1,770 66,100 SH   SOLE   66,100 0 0
Biogen Idec COM 09062X103 224,138 801,720 SH   SOLE   455,520 0 346,200
Blue Nile COM 09578R103 4,879 103,600 SH   SOLE   103,600 0 0
Boeing Co COM 097023105 3,972 29,100 SH   SOLE   29,100 0 0
Brandywine Realty Tr COM 105368203 7,828 555,600 SH   SOLE   555,600 0 0
Brink's Co COM 109696104 8,101 237,300 SH   SOLE   237,300 0 0
Broadridge Financial COM 11133T103 9,350 236,600 SH   SOLE   20,500 0 216,100
Brocade Comm Sys COM 111621306 1,477 166,600 SH   SOLE   166,600 0 0
CA COM 12673P105 143,493 4,264,270 SH   SOLE   2,492,370 0 1,771,900
Cal-Maine Foods COM 128030202 747 12,400 SH   SOLE   12,400 0 0
Canadian Natural Res COM 136385101 2,010 59,400 SH   SOLE   59,400 0 0
Capital One Finl COM 14040H105 269,484 3,517,610 SH   SOLE   1,919,310 0 1,598,300
Cardinal Health COM 14149Y108 287,417 4,302,000 SH   SOLE   2,334,100 0 1,967,900
CareFusion Corp COM 14170T101 1,816 45,600 SH   SOLE   0 0 45,600
Cato Corp (A) COM 149205106 6,309 198,400 SH   SOLE   198,400 0 0
CBL & Associates Pptys COM 124830100 13,705 763,100 SH   SOLE   734,200 0 28,900
CBOE Holdings COM 12503M108 142,439 2,741,320 SH   SOLE   1,414,020 0 1,327,300
CBRE Group COM 12504L109 57,266 2,177,400 SH   SOLE   1,598,200 0 579,200
CEC Entertainment COM 125137109 2,710 61,200 SH   SOLE   61,200 0 0
Cedar Shopping Cntrs COM 150602209 5,747 918,100 SH   SOLE   918,100 0 0
Celestica COM 15101Q108 11,209 1,077,800 SH   SOLE   1,077,800 0 0
Celgene Corp COM 151020104 245,984 1,455,800 SH   SOLE   831,700 0 624,100
Centene Corp COM 15135B101 11,478 194,700 SH   SOLE   21,600 0 173,100
Centrais Eletricas COM 15234Q207 737 284,600 SH   SOLE   284,600 0 0
Centrais Eletricas Pref COM 15234Q108 86 19,600 SH   SOLE   19,600 0 0
Central Pacific Finl COM 154760409 4,576 227,900 SH   SOLE   227,900 0 0
CF Industries COM 125269100 103,696 444,970 SH   SOLE   252,970 0 192,000
Check Point Software COM M22465104 381 5,900 SH   SOLE   1,600 0 4,300
Chesapeake Energy COM 165167107 40,202 1,481,280 SH   SOLE   1,026,980 0 454,300
Chevron COM 166764100 481,597 3,855,554 SH   SOLE   2,051,454 0 1,804,100
Chicago Bridge&Iron Co COM 167250109 1,879 22,600 SH   SOLE   22,600 0 0
Children's Pl Rtl Strs COM 168905107 1,504 26,400 SH   SOLE   26,400 0 0
China Petro & Chem COM 16941R108 3,195 38,880 SH   SOLE   38,880 0 0
China Yuchai Intl Ltd COM G21082105 1,161 55,629 SH   SOLE   55,629 0 0
Chubb Corp COM 171232101 259,224 2,682,640 SH   SOLE   1,462,540 0 1,220,100
Church & Dwight COM 171340102 325 4,900 SH   SOLE   0 0 4,900
Cigna Corp COM 125509109 295,276 3,375,360 SH   SOLE   1,828,860 0 1,546,500
Cirrus Logic COM 172755100 4,735 231,800 SH   SOLE   231,800 0 0
Citigroup COM 172967424 490 9,400 SH   SOLE   0 0 9,400
Cleco Corp COM 12561W105 1,152 24,700 SH   SOLE   0 0 24,700
Cliffs Natural Res COM 18683K101 112,956 4,309,660 SH   SOLE   2,475,360 0 1,834,300
Clorox Co COM 189054109 1,762 19,000 SH   SOLE   0 0 19,000
CMS Energy COM 125896100 10,662 398,300 SH   SOLE   398,300 0 0
CNA Financial Corp COM 126117100 8,484 197,800 SH   SOLE   133,900 0 63,900
CNO Financial Grp COM 12621E103 1,589 89,800 SH   SOLE   89,800 0 0
CNOOC Ltd COM 126132109 3,397 18,100 SH   SOLE   18,100 0 0
Coca-Cola Enterprises COM 19122T109 65,586 1,486,200 SH   SOLE   843,500 0 642,700
Coleman Cable COM 193459302 7,043 268,600 SH   SOLE   268,600 0 0
Columbia Banking Sys COM 197236102 3,763 136,900 SH   SOLE   136,900 0 0
Comerica Inc COM 200340107 136,066 2,862,140 SH   SOLE   1,553,940 0 1,308,200
Comfort Systems USA COM 199908104 15,056 776,500 SH   SOLE   776,500 0 0
Commerce Bancshares COM 200525103 1,076 23,950 SH   SOLE   3,535 0 20,415
Community Bank COM 203607106 4,615 116,300 SH   SOLE   116,300 0 0
Computer Sciences COM 205363104 14,937 267,300 SH   SOLE   182,100 0 85,200
ConocoPhillips COM 20825C104 306,927 4,344,335 SH   SOLE   2,325,535 0 2,018,800
Consolidated Graphics COM 209341106 12,025 178,300 SH   SOLE   178,300 0 0
Constant Contact COM 210313102 280 9,000 SH   SOLE   9,000 0 0
Cooper Companies COM 216648402 297 2,400 SH   SOLE   0 0 2,400
Core-Mark Holding COM 218681104 2,156 28,400 SH   SOLE   28,400 0 0
Core Laboratories N.V. COM N22717107 14,302 74,900 SH   SOLE   39,400 0 35,500
CoreSite Realty COM 21870Q105 2,205 68,500 SH   SOLE   68,500 0 0
Corning Inc COM 219350105 4,147 232,700 SH   SOLE   232,700 0 0
CSX COM 126408103 3,156 109,700 SH   SOLE   109,700 0 0
CubeSmart COM 229663109 13,662 857,100 SH   SOLE   857,100 0 0
Cubist Pharmaceuticals COM 229678107 47,720 692,900 SH   SOLE   386,500 0 306,400
Cullen/Frost Bankers COM 229899109 11,715 157,400 SH   SOLE   17,100 0 140,300
CVS Caremark Corp COM 126650100 3,679 51,400 SH   SOLE   51,400 0 0
Dawson Geophysical COM 239359102 2,394 70,800 SH   SOLE   70,800 0 0
Delphi Automotive COM G27823106 63,159 1,050,380 SH   SOLE   719,080 0 331,300
Delta Air Lines COM 247361702 108,396 3,945,980 SH   SOLE   2,347,680 0 1,598,300
Diamond Offshore COM 25271C102 146,223 2,568,920 SH   SOLE   1,475,320 0 1,093,600
DiamondRock Hosp COM 252784301 5,620 486,600 SH   SOLE   486,600 0 0
DIRECTV COM 25490A309 1,354 19,600 SH   SOLE   19,600 0 0
Discover Finl Svcs COM 254709108 283,304 5,063,520 SH   SOLE   2,825,520 0 2,238,000
Dolby Laboratories COM 25659T107 12,482 323,700 SH   SOLE   33,700 0 290,000
Domtar Corp COM 257559203 24,227 256,800 SH   SOLE   252,600 0 4,200
Dover Corp COM 260003108 1,274 13,200 SH   SOLE   13,200 0 0
Dr Pepper Snapple Grp COM 26138E109 4,287 88,000 SH   SOLE   26,800 0 61,200
DSW COM 23334L102 8,315 194,600 SH   SOLE   19,000 0 175,600
DuPont Fabros Tech COM 26613Q106 14,208 575,000 SH   SOLE   575,000 0 0
Dycom Industries COM 267475101 15,715 565,500 SH   SOLE   565,500 0 0
East West Bancorp COM 27579R104 1,843 52,700 SH   SOLE   0 0 52,700
Edison Intl COM 281020107 258,640 5,586,180 SH   SOLE   3,001,880 0 2,584,300
El Paso Electric COM 283677854 15,936 453,900 SH   SOLE   453,900 0 0
Endo Health Solutions COM 29264F205 1,862 27,600 SH   SOLE   0 0 27,600
Entergy Corp COM 29364G103 169,784 2,683,490 SH   SOLE   1,445,090 0 1,238,400
Equity LifeStyle Prp COM 29472R108 15,336 423,300 SH   SOLE   352,400 0 70,900
Erie Indemnity (A) COM 29530P102 709 9,700 SH   SOLE   0 0 9,700
Everest Re Group Ltd COM G3223R108 241,560 1,549,750 SH   SOLE   867,850 0 681,900
Exelis COM 30162A108 223,753 11,739,380 SH   SOLE   6,860,680 0 4,878,700
Exelon Corp COM 30161N101 27,269 995,600 SH   SOLE   439,900 0 555,700
Express Scripts COM 30219G108 21,627 307,900 SH   SOLE   129,400 0 178,500
ExxonMobil COM 30231G102 673,677 6,656,890 SH   SOLE   3,484,790 0 3,172,100
Facebook COM 30303M102 6,252 114,400 SH   SOLE   114,400 0 0
FactSet Research Sys COM 303075105 11,184 103,000 SH   SOLE   11,300 0 91,700
FBL Finl Group (A) COM 30239F106 5,299 118,300 SH   SOLE   118,300 0 0
Ferro Corp COM 315405100 14,530 1,132,500 SH   SOLE   1,132,500 0 0
Fifth Third Bancorp COM 316773100 278,818 13,258,090 SH   SOLE   7,396,690 0 5,861,400
First Interstate Banc COM 32055Y201 16,869 594,600 SH   SOLE   594,600 0 0
First Midwest Bancorp COM 320867104 2,745 156,600 SH   SOLE   156,600 0 0
First Niagara Finl COM 33582V108 35,693 3,360,902 SH   SOLE   1,346,230 0 2,014,672
FirstEnergy COM 337932107 7,110 215,600 SH   SOLE   16,700 0 198,900
FirstMerit COM 337915102 1,750 78,700 SH   SOLE   0 0 78,700
Flextronics Intl COM Y2573F102 55,520 7,145,420 SH   SOLE   3,781,520 0 3,363,900
FLIR Systems COM 302445101 358 11,900 SH   SOLE   0 0 11,900
Fluor Corp COM 343412102 39,567 492,800 SH   SOLE   315,300 0 177,500
Foot Locker COM 344849104 44,013 1,062,100 SH   SOLE   415,000 0 647,100
Ford Motor Co COM 345370860 158,515 10,273,190 SH   SOLE   5,916,290 0 4,356,900
Forest Laboratories (A) COM 345838106 12,738 212,200 SH   SOLE   23,300 0 188,900
Freeport-McMoRan COM 35671D857 11,839 313,700 SH   SOLE   278,800 0 34,900
Frontier Commun COM 35906A108 51,255 11,022,480 SH   SOLE   6,599,180 0 4,423,300
FTD COM 30281V108 3,559 109,240 SH   SOLE   109,240 0 0
GameStop Corp COM 36467W109 218,503 4,435,700 SH   SOLE   2,555,600 0 1,880,100
Gap Inc COM 364760108 42,324 1,083,000 SH   SOLE   632,400 0 450,600
General Dynamics COM 369550108 4,749 49,700 SH   SOLE   35,800 0 13,900
General Electric COM 369604103 2,200 78,500 SH   SOLE   0 0 78,500
General Mills COM 370334104 5,285 105,900 SH   SOLE   73,800 0 32,100
Genworth Financial COM 37247D106 3,454 222,400 SH   SOLE   222,400 0 0
Gildan Activewear COM 375916103 6,488 121,700 SH   SOLE   13,200 0 108,500
Gilead Sciences Inc COM 375558103 38,098 507,300 SH   SOLE   392,600 0 114,700
Glatfelter (P H) COM 377316104 940 34,000 SH   SOLE   34,000 0 0
Global Cash Access COM 378967103 3,142 314,500 SH   SOLE   314,500 0 0
Global Payments COM 37940X102 695 10,700 SH   SOLE   0 0 10,700
Goldman Sachs Group COM 38141G104 1,507 8,500 SH   SOLE   6,100 0 2,400
Goodyear Tire COM 382550101 178,493 7,484,000 SH   SOLE   4,370,300 0 3,113,700
Google COM 38259P508 3,261 2,910 SH   SOLE   2,910 0 0
Graham Holdings COM 384637104 12,072 18,200 SH   SOLE   2,100 0 16,100
Gran Tierra Energy COM 38500T101 13,975 1,911,700 SH   SOLE   1,911,700 0 0
Great Plains Energy COM 391164100 9,342 385,400 SH   SOLE   372,200 0 13,200
Green Mtn Coffee COM 393122106 18,747 248,170 SH   SOLE   153,670 0 94,500
Green Plns Renew Enrgy COM 393222104 3,297 170,100 SH   SOLE   170,100 0 0
Greenlight Capital Re COM G4095J109 14,286 423,800 SH   SOLE   423,800 0 0
Grupo Aeroportuario Centro Nor COM 400501102 436 16,318 SH   SOLE   16,318 0 0
Grupo Aeroportuario del Pacifi COM 400506101 233 4,383 SH   SOLE   4,383 0 0
Halliburton COM 406216101 232,383 4,578,970 SH   SOLE   2,511,670 0 2,067,300
Hancock Holding Co COM 410120109 737 20,100 SH   SOLE   0 0 20,100
Hanmi Finl Corp COM 410495204 1,931 88,200 SH   SOLE   88,200 0 0
Hanover Insurance Grp COM 410867105 10,819 181,200 SH   SOLE   181,200 0 0
Harris Corp COM 413875105 26,297 376,700 SH   SOLE   163,300 0 213,400
Harris Teeter COM 414585109 780 15,800 SH   SOLE   0 0 15,800
HCC Insurance Hldgs COM 404132102 9,316 201,900 SH   SOLE   27,200 0 174,700
HCI Group COM 40416E103 4,002 74,800 SH   SOLE   74,800 0 0
Henry (Jack) & Assoc COM 426281101 12,695 214,400 SH   SOLE   21,900 0 192,500
Herbalife Ltd COM G4412G101 103,866 1,319,770 SH   SOLE   734,970 0 584,800
Hershey Company COM 427866108 202,308 2,080,720 SH   SOLE   1,103,620 0 977,100
Hess Corp COM 42809H107 456 5,500 SH   SOLE   5,500 0 0
Hill-Rom Holdings COM 431475102 10,674 258,200 SH   SOLE   258,200 0 0
Hillshire Brands COM 432589109 4,143 123,900 SH   SOLE   36,900 0 87,000
Home Depot Inc COM 437076102 2,083 25,300 SH   SOLE   25,300 0 0
Home Properties COM 437306103 327 6,100 SH   SOLE   0 0 6,100
HomeTrust Bancshares COM 437872104 566 35,400 SH   SOLE   35,400 0 0
Hospitality Properties Tr COM 44106M102 941 34,800 SH   SOLE   34,800 0 0
HSN Inc COM 404303109 5,327 85,500 SH   SOLE   85,500 0 0
Humana Inc COM 444859102 206,713 2,002,640 SH   SOLE   1,111,140 0 891,500
Huntington Bancshares COM 446150104 273,614 28,353,813 SH   SOLE   16,472,213 0 11,881,600
Huntington Ingalls Inds COM 446413106 228,719 2,541,040 SH   SOLE   1,480,840 0 1,060,200
IAC/InterActiveCorp COM 44919P508 4,847 70,600 SH   SOLE   70,600 0 0
IDEXX Labs COM 45168D104 11,807 111,000 SH   SOLE   12,500 0 98,500
Industrias Bachoco COM 456463108 846 21,012 SH   SOLE   21,012 0 0
Ingersoll-Rand PLC COM G47791101 1,158 18,800 SH   SOLE   18,800 0 0
Ingram Micro (A) COM 457153104 218,858 9,328,970 SH   SOLE   5,204,370 0 4,124,600
Insight Enterprises COM 45765U103 261 11,500 SH   SOLE   11,500 0 0
Intel Corp COM 458140100 1,100 42,400 SH   SOLE   23,600 0 18,800
Inteliquent COM 45825N107 11,656 1,021,600 SH   SOLE   1,021,600 0 0
Intersil Corp (A) COM 46069S109 274 23,900 SH   SOLE   23,900 0 0
Intuitive Surgical COM 46120E602 6,952 18,100 SH   SOLE   2,600 0 15,500
ITT Corp COM 450911201 9,318 214,600 SH   SOLE   157,200 0 57,400
ITT Educational Svcs COM 45068B109 7,129 212,300 SH   SOLE   212,300 0 0
Jabil Circuit COM 466313103 11,320 649,100 SH   SOLE   423,400 0 225,700
Jack in the Box COM 466367109 270 5,400 SH   SOLE   5,400 0 0
Jacobs Engineering COM 469814107 1,896 30,100 SH   SOLE   12,800 0 17,300
Jarden Corp COM 471109108 8,534 139,100 SH   SOLE   133,600 0 5,500
Jazz Pharmaceuticals COM G50871105 9,973 78,800 SH   SOLE   7,500 0 71,300
JetBlue Airways COM 477143101 6,258 732,800 SH   SOLE   732,800 0 0
Johnson & Johnson COM 478160104 12,676 138,400 SH   SOLE   102,600 0 35,800
JPMorgan Chase COM 46625H100 109,708 1,876,000 SH   SOLE   936,700 0 939,300
Kellogg COM 487836108 6,473 106,000 SH   SOLE   0 0 106,000
KeyCorp COM 493267108 256,371 19,103,684 SH   SOLE   10,582,084 0 8,521,600
Kimberly-Clark COM 494368103 742 7,100 SH   SOLE   4,100 0 3,000
Kirkland's COM 497498105 12,396 523,700 SH   SOLE   523,700 0 0
Kohl's Corp COM 500255104 5,800 102,200 SH   SOLE   8,200 0 94,000
Kraft Foods COM 50076Q106 1,348 25,000 SH   SOLE   25,000 0 0
Kroger Co COM 501044101 219,201 5,545,190 SH   SOLE   3,123,890 0 2,421,300
L-3 Communications COM 502424104 270,859 2,534,710 SH   SOLE   1,366,510 0 1,168,200
Lab Corp of Amer COM 50540R409 9,027 98,800 SH   SOLE   7,600 0 91,200
Lakeland Financial COM 511656100 8,217 210,700 SH   SOLE   210,700 0 0
Lam Research COM 512807108 46,337 851,000 SH   SOLE   620,300 0 230,700
Landstar System COM 515098101 2,562 44,600 SH   SOLE   0 0 44,600
Las Vegas Sands Corp COM 517834107 978 12,400 SH   SOLE   12,400 0 0
Lear Corp COM 521865204 222,540 2,748,430 SH   SOLE   1,600,430 0 1,148,000
Leidos Holdings COM 525327102 305 6,550 SH   SOLE   0 0 6,550
Lexmark Intl COM 529771107 4,209 118,500 SH   SOLE   118,500 0 0
Lilly (Eli) & Co COM 532457108 3,810 74,700 SH   SOLE   22,700 0 52,000
Lincoln Natl COM 534187109 73,558 1,424,991 SH   SOLE   659,991 0 765,000
Lockheed Martin Corp COM 539830109 125,552 844,555 SH   SOLE   498,955 0 345,600
LogMeIn COM 54142L109 389 11,600 SH   SOLE   11,600 0 0
Lorillard COM 544147101 214,410 4,230,670 SH   SOLE   2,414,070 0 1,816,600
Lowe's Cos COM 548661107 5,327 107,500 SH   SOLE   107,500 0 0
LSI Corp COM 502161102 6,064 549,500 SH   SOLE   429,700 0 119,800
LyondellBasell Inds COM N53745100 195,998 2,441,425 SH   SOLE   1,372,625 0 1,068,800
Macy's COM 55616P104 42,896 803,300 SH   SOLE   630,200 0 173,100
Madison Square Garden COM 55826P100 1,543 26,800 SH   SOLE   0 0 26,800
Magellan Health Svcs COM 559079207 1,174 19,600 SH   SOLE   19,600 0 0
Magna Intl COM 559222401 226,025 2,754,390 SH   SOLE   1,548,390 0 1,206,000
Manhattan Associates COM 562750109 15,366 130,800 SH   SOLE   130,800 0 0
Manning & Napier COM 56382Q102 12,069 683,800 SH   SOLE   683,800 0 0
ManpowerGroup COM 56418H100 6,800 79,200 SH   SOLE   39,800 0 39,400
Marathon Oil COM 565849106 261,446 7,406,410 SH   SOLE   4,052,210 0 3,354,200
Marathon Petroleum COM 56585A102 4,752 51,800 SH   SOLE   47,500 0 4,300
MarketAxess Hldgs COM 57060D108 10,635 158,900 SH   SOLE   158,900 0 0
Marvell Technology COM G5876H105 238,858 16,610,460 SH   SOLE   9,202,560 0 7,407,900
MasterCard COM 57636Q104 53,177 63,650 SH   SOLE   45,650 0 18,000
McDonald's Corp COM 580135101 12,507 128,900 SH   SOLE   39,400 0 89,500
McGraw Hill Finl COM 580645109 75,030 959,460 SH   SOLE   533,460 0 426,000
McKesson Corp COM 58155Q103 246,803 1,529,140 SH   SOLE   824,240 0 704,900
MDU Resources Group COM 552690109 4,005 131,100 SH   SOLE   131,100 0 0
Mead Johnson Nutri COM 582839106 15,797 188,600 SH   SOLE   144,300 0 44,300
MEDNAX COM 58502B106 11,776 220,600 SH   SOLE   24,400 0 196,200
Medtronic Inc COM 585055106 1,113 19,400 SH   SOLE   0 0 19,400
Merck & Co COM 58933Y105 12,112 242,000 SH   SOLE   28,100 0 213,900
Methanex COM 59151K108 4,206 71,000 SH   SOLE   71,000 0 0
MICROS Systems COM 594901100 13,235 230,700 SH   SOLE   31,500 0 199,200
Microsoft Corp COM 594918104 32,427 866,800 SH   SOLE   696,300 0 170,500
MoneyGram Intl COM 60935Y208 3,348 161,100 SH   SOLE   161,100 0 0
Monster Beverage COM 611740101 31,425 463,700 SH   SOLE   307,700 0 156,000
Morgan Stanley COM 617446448 2,675 85,300 SH   SOLE   68,400 0 16,900
Morningstar COM 617700109 9,543 122,200 SH   SOLE   15,900 0 106,300
Murphy Oil Corp COM 626717102 250,411 3,859,610 SH   SOLE   2,154,810 0 1,704,800
Myriad Genetics COM 62855J104 13,559 646,300 SH   SOLE   646,300 0 0
Nam Tai Electronics COM 629865205 262 36,700 SH   SOLE   36,700 0 0
New Jersey Resources COM 646025106 13,114 283,600 SH   SOLE   283,600 0 0
Nike Inc (B) COM 654106103 5,662 72,000 SH   SOLE   72,000 0 0
NiSource COM 65473P105 1,887 57,400 SH   SOLE   57,400 0 0
Nortek COM 656559309 4,088 54,800 SH   SOLE   54,800 0 0
Northrop Grumman COM 666807102 298,318 2,602,900 SH   SOLE   1,440,300 0 1,162,600
NTELOS Holdings Corp COM 67020Q305 212 10,500 SH   SOLE   10,500 0 0
Nu Skin Enterprises COM 67018T105 220,019 1,591,800 SH   SOLE   922,350 0 669,450
Nutrisystem COM 67069D108 9,259 563,200 SH   SOLE   563,200 0 0
NVIDIA COM 67066G104 10,133 632,500 SH   SOLE   80,000 0 552,500
Occidental Petroleum COM 674599105 154,525 1,624,870 SH   SOLE   902,070 0 722,800
Oceaneering Intl COM 675232102 11,075 140,400 SH   SOLE   123,000 0 17,400
Old Dominion Freight COM 679580100 10,943 206,400 SH   SOLE   38,700 0 167,700
Old Republic COM 680223104 15,771 913,230 SH   SOLE   710,630 0 202,600
Omega Protein COM 68210P107 3,528 287,100 SH   SOLE   287,100 0 0
Omnicare COM 681904108 225,843 3,741,600 SH   SOLE   2,000,900 0 1,740,700
Oracle COM 68389X105 1,817 47,500 SH   SOLE   47,500 0 0
Oshkosh COM 688239201 130,343 2,587,190 SH   SOLE   1,532,390 0 1,054,800
Owens & Minor COM 690732102 665 18,200 SH   SOLE   5,700 0 12,500
Packaging Crp America COM 695156109 155,086 2,450,790 SH   SOLE   1,400,990 0 1,049,800
Parker Drilling Co COM 701081101 7,780 957,000 SH   SOLE   957,000 0 0
ParkOhio COM 700666100 419 8,000 SH   SOLE   8,000 0 0
PartnerRe Ltd COM G6852T105 133,495 1,266,200 SH   SOLE   608,000 0 658,200
PDL BioPharma COM 69329Y104 15,783 1,870,000 SH   SOLE   1,870,000 0 0
PepsiCo COM 713448108 4,711 56,800 SH   SOLE   56,800 0 0
Perfect World Co COM 71372U104 2,439 137,200 SH   SOLE   137,200 0 0
Perrigo Company COM G97822103 936 6,100 SH   SOLE   0 0 6,100
PetMed Express COM 716382106 1,026 61,700 SH   SOLE   61,700 0 0
Pfizer COM 717081103 940 30,700 SH   SOLE   9,300 0 21,400
PG&E Corp COM 69331C108 5,087 126,300 SH   SOLE   0 0 126,300
PharMerica COM 71714F104 234 10,900 SH   SOLE   10,900 0 0
Philip Morris Intl COM 718172109 14,394 165,200 SH   SOLE   103,000 0 62,200
Pinnacle West COM 723484101 19,400 366,600 SH   SOLE   366,600 0 0
Platinum Underwriters COM G7127P100 12,961 211,500 SH   SOLE   211,500 0 0
PNC Financial Services COM 693475105 150,075 1,934,450 SH   SOLE   1,060,250 0 874,200
PNM Resources COM 69349H107 2,475 102,600 SH   SOLE   102,600 0 0
Polaris Inds Inc COM 731068102 37,371 256,600 SH   SOLE   203,900 0 52,700
PPG Industries COM 693506107 7,416 39,100 SH   SOLE   39,100 0 0
PPL Corp COM 69351T106 5,191 172,500 SH   SOLE   145,100 0 27,400
Progress Software Corp COM 743312100 1,601 62,000 SH   SOLE   62,000 0 0
Prosperity Bancshs COM 743606105 1,718 27,100 SH   SOLE   0 0 27,100
Protective Life Corp COM 743674103 329 6,500 SH   SOLE   6,500 0 0
Providence Service COM 743815102 3,786 147,200 SH   SOLE   147,200 0 0
Public Service Ent COM 744573106 85,995 2,684,000 SH   SOLE   1,449,700 0 1,234,300
Public Storage COM 74460D109 632 4,200 SH   SOLE   0 0 4,200
QLogic COM 747277101 16,122 1,362,800 SH   SOLE   1,362,800 0 0
Qualcomm Inc COM 747525103 52,799 711,100 SH   SOLE   470,000 0 241,100
Quest Diagnostics COM 74834L100 9,894 184,800 SH   SOLE   20,600 0 164,200
Questcor Pharma COM 74835Y101 70,365 1,292,290 SH   SOLE   743,390 0 548,900
Raytheon COM 755111507 296,490 3,268,904 SH   SOLE   1,817,704 0 1,451,200
Reinsurance Grp COM 759351604 86,635 1,119,170 SH   SOLE   533,170 0 586,000
RenaissanceRe Holdings COM G7496G103 64,192 659,460 SH   SOLE   303,560 0 355,900
Renewable Energy Grp COM 75972A301 11,224 979,400 SH   SOLE   979,400 0 0
Resolute Forest Prods COM 76117W109 16,102 1,005,100 SH   SOLE   1,005,100 0 0
RLJ Lodging Trust COM 74965L101 51,555 2,119,850 SH   SOLE   1,692,050 0 427,800
Rock-Tenn Co COM 772739207 122,445 1,166,030 SH   SOLE   702,530 0 463,500
Rollins COM 775711104 3,686 121,700 SH   SOLE   0 0 121,700
Ross Stores COM 778296103 854 11,400 SH   SOLE   11,400 0 0
RPC COM 749660106 12,886 721,900 SH   SOLE   721,900 0 0
Sabra Hlth Care REIT COM 78573L106 5,696 217,900 SH   SOLE   217,900 0 0
Safe Bulkers COM Y7388L103 874 84,000 SH   SOLE   84,000 0 0
SanDisk Corp COM 80004C101 236,135 3,347,540 SH   SOLE   1,895,240 0 1,452,300
SBA Communications COM 78388J106 1,204 13,400 SH   SOLE   0 0 13,400
Schein (Henry) COM 806407102 10,352 90,600 SH   SOLE   11,700 0 78,900
Scripps Networks COM 811065101 441 5,100 SH   SOLE   0 0 5,100
SEACOR Holdings COM 811904101 3,903 42,800 SH   SOLE   42,800 0 0
Seagate Technology COM G7945M107 35,471 631,600 SH   SOLE   438,800 0 192,800
Simmons First Natl COM 828730200 4,934 132,800 SH   SOLE   132,800 0 0
Simon Property Grp COM 828806109 411 2,700 SH   SOLE   0 0 2,700
Skyworks Solutions Inc COM 83088M102 12,444 435,700 SH   SOLE   49,500 0 386,200
SLM Corp COM 78442P106 241,055 9,172,570 SH   SOLE   5,098,570 0 4,074,000
SM Energy COM 78454L100 190,651 2,293,960 SH   SOLE   1,329,860 0 964,100
Smith & Wesson Hldg COM 831756101 16,133 1,195,900 SH   SOLE   1,195,900 0 0
Smucker (J.M.) COM 832696405 1,554 15,000 SH   SOLE   0 0 15,000
Southwest Airlines COM 844741108 123,306 6,544,910 SH   SOLE   3,897,710 0 2,647,200
Spirit AeroSystems COM 848574109 4,366 128,100 SH   SOLE   101,500 0 26,600
St Jude Medical Inc COM 790849103 4,250 68,600 SH   SOLE   15,200 0 53,400
StanCorp Finl Group COM 852891100 848 12,800 SH   SOLE   12,800 0 0
Stone Energy COM 861642106 8,831 255,300 SH   SOLE   255,300 0 0
Sturm, Ruger & Co COM 864159108 15,364 210,200 SH   SOLE   210,200 0 0
Suncor Energy COM 867224107 31,626 902,300 SH   SOLE   510,700 0 391,600
Sunstone Hotel Invstrs COM 867892101 7,152 533,700 SH   SOLE   533,700 0 0
SVB Financial Group COM 78486Q101 14,292 136,300 SH   SOLE   31,700 0 104,600
Synopsys COM 871607107 22,890 564,200 SH   SOLE   313,100 0 251,100
Tal Education COM 874080104 284 12,900 SH   SOLE   12,900 0 0
Targa Resources COM 87612G101 1,049 11,900 SH   SOLE   11,900 0 0
Target Corp COM 87612E106 2,689 42,500 SH   SOLE   42,500 0 0
TE Connectivity Ltd COM H84989104 28,789 522,400 SH   SOLE   378,700 0 143,700
TECHNE Corp COM 878377100 1,628 17,200 SH   SOLE   0 0 17,200
TeleNav COM 879455103 208 31,500 SH   SOLE   31,500 0 0
Telephone & Data COM 879433829 21,413 830,600 SH   SOLE   468,300 0 362,300
TELUS COM 87971M103 11,252 326,700 SH   SOLE   38,500 0 288,200
Tenneco COM 880349105 3,111 55,000 SH   SOLE   55,000 0 0
Tesoro COM 881609101 1,849 31,600 SH   SOLE   12,900 0 18,700
Texas Instruments COM 882508104 2,700 61,500 SH   SOLE   61,500 0 0
TJX Companies COM 872540109 33,420 524,400 SH   SOLE   302,600 0 221,800
Total System Svcs COM 891906109 469 14,100 SH   SOLE   0 0 14,100
Tower Intl COM 891826109 15,031 702,400 SH   SOLE   702,400 0 0
Travelers Companies COM 89417E109 278,425 3,075,160 SH   SOLE   1,710,560 0 1,364,600
Tutor Perini Corp COM 901109108 5,515 209,700 SH   SOLE   209,700 0 0
tw telecom COM 87311L104 9,168 300,900 SH   SOLE   42,500 0 258,400
Tyco International COM H89128104 1,096 26,700 SH   SOLE   26,700 0 0
Tyson Foods (A) COM 902494103 74,728 2,233,340 SH   SOLE   1,088,840 0 1,144,500
Ubiquiti Networks COM 90347A100 7,491 163,000 SH   SOLE   18,200 0 144,800
UGI Corp COM 902681105 1,596 38,500 SH   SOLE   0 0 38,500
Union Pacific Corp COM 907818108 31,584 188,000 SH   SOLE   134,700 0 53,300
Unit Corp COM 909218109 1,394 27,000 SH   SOLE   27,000 0 0
United Community Bks COM 90984P303 11,522 649,100 SH   SOLE   649,100 0 0
United Fire Group COM 910340108 361 12,600 SH   SOLE   12,600 0 0
United Online COM 911268209 1,073 77,967 SH   SOLE   77,967 0 0
United Parcel Service COM 911312106 37,482 356,700 SH   SOLE   199,400 0 157,300
United Therapeutics COM 91307C102 255,522 2,259,660 SH   SOLE   1,301,960 0 957,700
UnitedHealth Group COM 91324P102 12,184 161,800 SH   SOLE   17,500 0 144,300
UnumProvident COM 91529Y106 118,632 3,381,770 SH   SOLE   2,065,570 0 1,316,200
URS Corp COM 903236107 44,139 832,970 SH   SOLE   599,570 0 233,400
US Bancorp COM 902973304 14,540 359,900 SH   SOLE   90,900 0 269,000
VAALCO Energy COM 91851C201 16,531 2,399,300 SH   SOLE   2,399,300 0 0
Valero Energy COM 91913Y100 51,607 1,023,950 SH   SOLE   490,050 0 533,900
Vectren Corp COM 92240G101 18,705 526,900 SH   SOLE   526,900 0 0
Verisign COM 92343E102 5,482 91,700 SH   SOLE   67,500 0 24,200
Verizon Comm COM 92343V104 230,780 4,696,380 SH   SOLE   2,691,880 0 2,004,500
Viacom (B) COM 92553P201 6,996 80,100 SH   SOLE   80,100 0 0
Visa COM 92826C839 2,783 12,500 SH   SOLE   12,500 0 0
Visteon COM 92839U206 10,122 123,600 SH   SOLE   123,600 0 0
WABCO Holdings COM 92927K102 1,765 18,900 SH   SOLE   1,400 0 17,500
Waddell & Reed (A) COM 930059100 196,893 3,023,540 SH   SOLE   1,764,940 0 1,258,600
Wal-Mart Stores COM 931142103 13,306 169,100 SH   SOLE   123,400 0 45,700
Walgreen Co COM 931422109 896 15,600 SH   SOLE   15,600 0 0
Watsco Inc COM 942622200 346 3,600 SH   SOLE   0 0 3,600
Weatherford Intl Ltd COM H27013103 4,057 261,900 SH   SOLE   190,900 0 71,000
WellCare Hlth Plans COM 94946T106 14,668 208,300 SH   SOLE   65,200 0 143,100
WellPoint COM 94973V107 259,009 2,803,434 SH   SOLE   1,510,534 0 1,292,900
Wells Fargo & Co COM 949746101 313,841 6,912,800 SH   SOLE   3,735,900 0 3,176,900
Western Digital Corp COM 958102105 268,910 3,205,120 SH   SOLE   1,804,820 0 1,400,300
Westlake Chemical Corp COM 960413102 42,489 348,070 SH   SOLE   213,470 0 134,600
Whirlpool Corp COM 963320106 70,476 449,290 SH   SOLE   263,190 0 186,100
White Mtns Insur Group COM G9618E107 1,568 2,600 SH   SOLE   0 0 2,600
Wilshire Bancorp COM 97186T108 6,359 581,800 SH   SOLE   581,800 0 0
Wintrust Finl Corp COM 97650W108 16,718 362,500 SH   SOLE   362,500 0 0
Wisdomtree Trust India COM 97717W422 1,768 101,400 SH   SOLE   101,400 0 0
World Acceptance COM 981419104 14,941 170,700 SH   SOLE   170,700 0 0
WSFS Finl COM 929328102 473 6,100 SH   SOLE   6,100 0 0
XL Group plc COM G98290102 8,899 279,500 SH   SOLE   165,100 0 114,400
Xyratex Ltd COM G98268108 5,331 401,100 SH   SOLE   401,100 0 0
Yahoo COM 984332106 3,632 89,800 SH   SOLE   89,800 0 0
YPF Soc Anon -ADR COM 984245100 2,719 82,500 SH   SOLE   82,500 0 0
Zebra Technologies (A) COM 989207105 2,612 48,300 SH   SOLE   0 0 48,300