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 37,832 1,102,018 SH   SOLE   1,102,018 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 49,320 260,225 SH   SOLE   260,225 0 0
APPLE INC COM 037833100 113,396 1,028,066 SH   SOLE   981,959 0 46,107
ABBVIE INC COM 00287Y109 1,953 35,886 SH   SOLE   35,886 0 0
AMERISOURCEBERGEN CORP COM 03073E105 58,805 619,070 SH   SOLE   619,070 0 0
ABBOTT LABS COM 002824100 5,595 139,110 SH   SOLE   139,110 0 0
ACE LTD SHS H0023R105 108,102 1,045,471 SH   SOLE   1,041,902 0 3,569
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 38,486 391,675 SH   SOLE   391,675 0 0
ANALOG DEVICES INC COM 032654105 17,904 317,384 SH   SOLE   317,384 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 132,379 3,193,707 SH   SOLE   3,076,560 0 117,147
AUTOMATIC DATA PROCESSING IN COM 053015103 101,019 1,257,081 SH   SOLE   1,257,081 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 9,037 34,896 SH   SOLE   34,896 0 0
THE ADT CORPORATION COM 00101J106 6,744 225,541 SH   SOLE   225,541 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 14,758 944,240 SH   SOLE   944,240 0 0
AETNA INC NEW COM 00817Y108 42,507 388,514 SH   SOLE   388,514 0 0
AFLAC INC COM 001055102 78,418 1,349,019 SH   SOLE   1,349,019 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 23,056 405,769 SH   SOLE   405,769 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 27,875 752,960 SH   SOLE   752,960 0 0
ASSURANT INC COM 04621X108 4,359 55,173 SH   SOLE   55,173 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 11,288 163,456 SH   SOLE   163,456 0 0
ALASKA AIR GROUP INC COM 011659109 49,445 622,336 SH   SOLE   622,336 0 0
ALLSTATE CORP COM 020002101 140,666 2,415,290 SH   SOLE   2,397,641 0 17,649
ALTERA CORP COM 021441100 26,269 524,535 SH   SOLE   524,535 0 0
PROLOGIS INC COM 74340W103 27,969 719,004 SH   SOLE   719,004 0 0
AMC NETWORKS INC CL A 00164V103 32,481 443,908 SH   SOLE   443,908 0 0
AFFILIATED MANAGERS GROUP COM 008252108 11,080 64,801 SH   SOLE   64,801 0 0
AMGEN INC COM 031162100 54,809 396,246 SH   SOLE   392,160 0 4,086
AMERIPRISE FINL INC COM 03076C106 50,959 466,957 SH   SOLE   466,957 0 0
AMAZON COM INC COM 023135106 8,686 16,968 SH   SOLE   16,968 0 0
AUTONATION INC COM 05329W102 25,714 441,970 SH   SOLE   441,970 0 0
ABERCROMBIE & FITCH CO CL A 002896207 12,770 602,637 SH   SOLE   601,574 0 1,063
AON PLC SHS CL A G0408V102 19,331 218,160 SH   SOLE   218,160 0 0
AIR PRODS & CHEMS INC COM 009158106 3,399 26,639 SH   SOLE   26,639 0 0
AMPHENOL CORP NEW CL A 032095101 35,187 690,481 SH   SOLE   690,481 0 0
APOLLO ED GROUP INC CL A 037604105 11,170 1,009,909 SH   SOLE   1,000,701 0 9,208
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 10,209 120,576 SH   SOLE   120,576 0 0
AIRGAS INC COM 009363102 3,966 44,394 SH   SOLE   44,394 0 0
AGL RES INC COM 001204106 1,285 21,054 SH   SOLE   21,054 0 0
AVALONBAY CMNTYS INC COM 053484101 31,000 177,325 SH   SOLE   177,325 0 0
AMERICAN EXPRESS CO COM 025816109 18,212 245,678 SH   SOLE   245,678 0 0
AUTOZONE INC COM 053332102 37,487 51,790 SH   SOLE   51,790 0 0
BOEING CO COM 097023105 34,478 263,292 SH   SOLE   263,292 0 0
BED BATH & BEYOND INC COM 075896100 95,820 1,680,465 SH   SOLE   1,642,144 0 38,321
BB&T CORP COM 054937107 28,320 795,501 SH   SOLE   795,501 0 0
BEST BUY INC COM 086516101 153,998 4,148,645 SH   SOLE   3,865,834 0 282,811
BARD C R INC COM 067383109 1,251 6,715 SH   SOLE   6,715 0 0
BECTON DICKINSON & CO COM 075887109 58,981 444,606 SH   SOLE   444,606 0 0
FRANKLIN RES INC COM 354613101 70,011 1,878,995 SH   SOLE   1,878,995 0 0
SOTHEBYS COM 835898107 1,782 55,737 SH   SOLE   55,737 0 0
BIOGEN INC COM 09062X103 9,008 30,870 SH   SOLE   30,870 0 0
BLACKROCK INC COM 09247X101 60,869 204,621 SH   SOLE   204,621 0 0
BALL CORP COM 058498106 1,911 30,722 SH   SOLE   30,722 0 0
BEMIS INC COM 081437105 11,773 297,515 SH   SOLE   297,515 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 16,022 270,645 SH   SOLE   270,645 0 0
BROADCOM CORP CL A 111320107 18,405 357,873 SH   SOLE   357,873 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 65,376 501,352 SH   SOLE   501,352 0 0
BOSTON SCIENTIFIC CORP COM 101137107 5,745 350,121 SH   SOLE   350,121 0 0
BOSTON PROPERTIES INC COM 101121101 46,902 396,133 SH   SOLE   396,133 0 0
CA INC COM 12673P105 59,795 2,190,308 SH   SOLE   2,189,648 0 660
CARDINAL HEALTH INC COM 14149Y108 86,976 1,132,206 SH   SOLE   1,128,670 0 3,536
CATERPILLAR INC DEL COM 149123101 1,129 17,273 SH   SOLE   17,273 0 0
CHUBB CORP COM 171232101 31,104 253,598 SH   SOLE   253,598 0 0
CBRE GROUP INC CL A 12504L109 18,794 587,308 SH   SOLE   587,308 0 0
CBS CORP NEW CL B 124857202 9,348 234,274 SH   SOLE   234,274 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 327 6,754 SH   SOLE   6,754 0 0
CARNIVAL CORP PAIRED CTF 143658300 18,145 365,091 SH   SOLE   365,091 0 0
CELGENE CORP COM 151020104 18,330 169,456 SH   SOLE   169,456 0 0
CERNER CORP COM 156782104 6,958 116,042 SH   SOLE   116,042 0 0
CHURCH & DWIGHT INC COM 171340102 36,101 430,284 SH   SOLE   430,284 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 36,263 535,016 SH   SOLE   535,016 0 0
CHICOS FAS INC COM 168615102 18,645 1,185,301 SH   SOLE   1,185,301 0 0
CIGNA CORPORATION COM 125509109 55,261 409,279 SH   SOLE   409,116 0 163
CINCINNATI FINL CORP COM 172062101 28,880 536,794 SH   SOLE   536,794 0 0
COLGATE PALMOLIVE CO COM 194162103 38,187 601,753 SH   SOLE   601,753 0 0
CLOROX CO DEL COM 189054109 49,958 432,422 SH   SOLE   432,422 0 0
COMERICA INC COM 200340107 2,270 55,221 SH   SOLE   55,221 0 0
COMCAST CORP NEW CL A 20030N101 15,530 273,033 SH   SOLE   273,033 0 0
CME GROUP INC COM 12572Q105 39,796 429,110 SH   SOLE   429,110 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 4,713 6,543 SH   SOLE   6,543 0 0
CUMMINS INC COM 231021106 56,757 522,717 SH   SOLE   522,717 0 0
CAPITAL ONE FINL CORP COM 14040H105 38,581 532,005 SH   SOLE   532,005 0 0
COACH INC COM 189754104 49,888 1,724,432 SH   SOLE   1,705,990 0 18,442
ROCKWELL COLLINS INC COM 774341101 38,649 472,256 SH   SOLE   472,256 0 0
COOPER COS INC COM NEW 216648402 13,468 90,477 SH   SOLE   90,477 0 0
COSTCO WHSL CORP NEW COM 22160K105 72,178 499,262 SH   SOLE   499,262 0 0
CAMPBELL SOUP CO COM 134429109 5,641 111,308 SH   SOLE   111,308 0 0
INGREDION INC COM 457187102 19,612 224,628 SH   SOLE   224,628 0 0
CAMDEN PPTY TR SH BEN INT 133131102 15,641 211,650 SH   SOLE   211,650 0 0
CARTER INC COM 146229109 27,570 304,172 SH   SOLE   304,172 0 0
COMPUTER SCIENCES CORP COM 205363104 40,502 659,860 SH   SOLE   646,507 0 13,353
CISCO SYS INC COM 17275R102 95,886 3,652,818 SH   SOLE   3,558,665 0 94,153
CSX CORP COM 126408103 15,656 582,026 SH   SOLE   582,026 0 0
CINTAS CORP COM 172908105 33,195 387,115 SH   SOLE   387,115 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 43,950 701,965 SH   SOLE   701,965 0 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 39,009 1,201,399 SH   SOLE   1,201,399 0 0
CVS HEALTH CORP COM 126650100 51,759 536,479 SH   SOLE   536,479 0 0
CORRECTIONS CORP AMER NEW COM NEW 22025Y407 18,648 631,275 SH   SOLE   631,275 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 6,670 155,940 SH   SOLE   155,940 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 35,990 746,671 SH   SOLE   746,671 0 0
DEERE & CO COM 244199105 49,209 664,991 SH   SOLE   664,991 0 0
DECKERS OUTDOOR CORP COM 243537107 6,692 115,266 SH   SOLE   115,266 0 0
DISCOVER FINL SVCS COM 254709108 53,361 1,026,371 SH   SOLE   1,007,144 0 19,227
DOLLAR GEN CORP NEW COM 256677105 36,581 504,984 SH   SOLE   504,984 0 0
QUEST DIAGNOSTICS INC COM 74834L100 30,242 491,982 SH   SOLE   491,982 0 0
DANAHER CORP DEL COM 235851102 12,264 143,928 SH   SOLE   143,928 0 0
DISNEY WALT CO COM DISNEY 254687106 31,360 306,849 SH   SOLE   306,849 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 26,300 345,869 SH   SOLE   345,869 0 0
DOLLAR TREE INC COM 256746108 50,135 752,095 SH   SOLE   752,095 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 16,710 159,139 SH   SOLE   159,139 0 0
DOVER CORP COM 260003108 13,636 238,476 SH   SOLE   238,476 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 53,161 672,495 SH   SOLE   672,495 0 0
DARDEN RESTAURANTS INC COM 237194105 27,808 405,717 SH   SOLE   405,717 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 3,294 45,545 SH   SOLE   45,545 0 0
BRINKER INTL INC COM 109641100 26,642 505,821 SH   SOLE   505,821 0 0
EBAY INC COM 278642103 27,316 1,117,679 SH   SOLE   1,117,679 0 0
CONSOLIDATED EDISON INC COM 209115104 10,162 152,014 SH   SOLE   152,014 0 0
EQUIFAX INC COM 294429105 6,154 63,322 SH   SOLE   63,322 0 0
EDISON INTL COM 281020107 2,959 46,911 SH   SOLE   46,911 0 0
LAUDER ESTEE COS INC CL A 518439104 11,509 142,652 SH   SOLE   142,652 0 0
E M C CORP MASS COM 268648102 64,358 2,663,844 SH   SOLE   2,572,732 0 91,112
EMERSON ELEC CO COM 291011104 51,325 1,161,999 SH   SOLE   1,161,999 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 29,093 387,293 SH   SOLE   387,293 0 0
ELECTRONIC ARTS INC COM 285512109 62,034 915,631 SH   SOLE   892,688 0 22,943
EXPRESS SCRIPTS HLDG CO COM 30219G108 23,200 286,558 SH   SOLE   286,558 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 8,856 336,364 SH   SOLE   336,364 0 0
EATON CORP PLC SHS G29183103 6,119 119,271 SH   SOLE   119,271 0 0
ENTERGY CORP NEW COM 29364G103 8,554 131,393 SH   SOLE   131,393 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 110,394 776,495 SH   SOLE   717,502 0 58,993
EXPEDITORS INTL WASH INC COM 302130109 11,329 240,781 SH   SOLE   240,781 0 0
EXPEDIA INC DEL COM NEW 30212P303 52,443 445,644 SH   SOLE   436,245 0 9,399
FORD MTR CO DEL COM PAR $0.01 345370860 34,832 2,566,853 SH   SOLE   2,566,853 0 0
MACYS INC COM 55616P104 72,696 1,416,531 SH   SOLE   1,378,961 0 37,570
FEDEX CORP COM 31428X106 27,675 192,214 SH   SOLE   192,214 0 0
F5 NETWORKS INC COM 315616102 37,391 322,897 SH   SOLE   322,897 0 0
FIRST HORIZON NATL CORP COM 320517105 1,319 92,999 SH   SOLE   92,999 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 36,829 549,031 SH   SOLE   549,031 0 0
FISERV INC COM 337738108 24,373 281,409 SH   SOLE   281,409 0 0
FIFTH THIRD BANCORP COM 316773100 18,604 983,802 SH   SOLE   983,802 0 0
FOOT LOCKER INC COM 344849104 61,011 847,730 SH   SOLE   847,730 0 0
FLIR SYS INC COM 302445101 936 33,437 SH   SOLE   33,437 0 0
FOSSIL GROUP INC COM 34988V106 27,010 483,350 SH   SOLE   472,861 0 10,489
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 8,772 64,287 SH   SOLE   64,287 0 0
FIRST SOLAR INC COM 336433107 18,703 437,502 SH   SOLE   437,214 0 288
TEGNA INC COM 87901J105 57,052 2,548,115 SH   SOLE   2,438,512 0 109,603
GENERAL DYNAMICS CORP COM 369550108 42,949 311,334 SH   SOLE   311,334 0 0
GILEAD SCIENCES INC COM 375558103 94,071 958,052 SH   SOLE   919,614 0 38,438
CORNING INC COM 219350105 162,083 9,467,490 SH   SOLE   9,200,662 0 266,828
GAMESTOP CORP NEW CL A 36467W109 56,743 1,376,931 SH   SOLE   1,289,713 0 87,218
GENUINE PARTS CO COM 372460105 45,575 549,821 SH   SOLE   544,344 0 5,477
GAP INC DEL COM 364760108 62,174 2,181,551 SH   SOLE   2,149,270 0 32,281
GARMIN LTD SHS H2906T109 13,277 370,038 SH   SOLE   370,038 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 60,765 349,708 SH   SOLE   348,601 0 1,107
GOODYEAR TIRE & RUBR CO COM 382550101 69,872 2,382,254 SH   SOLE   2,367,432 0 14,822
HARMAN INTL INDS INC COM 413086109 11,427 119,041 SH   SOLE   119,041 0 0
HASBRO INC COM 418056107 54,564 756,357 SH   SOLE   756,022 0 335
HUNTINGTON BANCSHARES INC COM 446150104 29,581 2,790,628 SH   SOLE   2,790,628 0 0
HANESBRANDS INC COM 410345102 27,872 963,103 SH   SOLE   963,103 0 0
WELLTOWER INC COM 95040Q104 11,636 171,822 SH   SOLE   171,822 0 0
HOME DEPOT INC COM 437076102 62,013 536,958 SH   SOLE   536,958 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 39,542 863,729 SH   SOLE   863,729 0 0
HIGHWOODS PPTYS INC COM 431284108 22,268 574,663 SH   SOLE   574,663 0 0
HARLEY DAVIDSON INC COM 412822108 34,466 627,794 SH   SOLE   627,794 0 0
HOLOGIC INC COM 436440101 8,543 218,330 SH   SOLE   218,330 0 0
HONEYWELL INTL INC COM 438516106 1,522 16,078 SH   SOLE   16,078 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 9,426 141,789 SH   SOLE   141,789 0 0
HEWLETT PACKARD CO COM 428236103 70,785 2,763,961 SH   SOLE   2,641,784 0 122,177
BLOCK H & R INC COM 093671105 77,968 2,153,810 SH   SOLE   2,152,013 0 1,797
HORMEL FOODS CORP COM 440452100 13,761 217,354 SH   SOLE   217,354 0 0
HARRIS CORP DEL COM 413875105 19,074 260,753 SH   SOLE   260,753 0 0
HERSHEY CO COM 427866108 50,533 549,988 SH   SOLE   549,988 0 0
HUMANA INC COM 444859102 57,040 318,658 SH   SOLE   302,925 0 15,733
INTERNATIONAL BUSINESS MACHS COM 459200101 103,829 716,208 SH   SOLE   664,430 0 51,778
INTERCONTINENTAL EXCHANGE IN COM 45866F104 27,973 119,041 SH   SOLE   119,041 0 0
IDEXX LABS INC COM 45168D104 15,608 210,210 SH   SOLE   210,210 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 13,273 128,543 SH   SOLE   128,543 0 0
INTEL CORP COM 458140100 108,398 3,596,491 SH   SOLE   3,458,161 0 138,330
INTUIT COM 461202103 10,403 117,215 SH   SOLE   117,215 0 0
INTL PAPER CO COM 460146103 38,777 1,026,127 SH   SOLE   1,026,127 0 0
INTERPUBLIC GROUP COS INC COM 460690100 38,180 1,995,826 SH   SOLE   1,995,826 0 0
INGERSOLL-RAND PLC SHS G47791101 31,298 616,462 SH   SOLE   616,462 0 0
IRON MTN INC NEW COM 46284V101 6,278 202,390 SH   SOLE   202,390 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 7,169 15,600 SH   SOLE   15,600 0 0
ILLINOIS TOOL WKS INC COM 452308109 70,788 860,015 SH   SOLE   860,015 0 0
INVESCO LTD SHS G491BT108 26,185 838,443 SH   SOLE   838,443 0 0
JOHNSON CTLS INC COM 478366107 23,037 556,987 SH   SOLE   556,987 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 27,903 745,479 SH   SOLE   745,479 0 0
JOHNSON & JOHNSON COM 478160104 15,329 164,210 SH   SOLE   164,210 0 0
JPMORGAN CHASE & CO COM 46625H100 25,411 416,776 SH   SOLE   416,776 0 0
NORDSTROM INC COM 655664100 43,812 610,957 SH   SOLE   610,957 0 0
KB HOME COM 48666K109 2,847 210,087 SH   SOLE   210,087 0 0
KEYCORP NEW COM 493267108 21,878 1,681,642 SH   SOLE   1,681,642 0 0
KIMCO RLTY CORP COM 49446R109 50,393 2,062,761 SH   SOLE   2,062,761 0 0
KIMBERLY CLARK CORP COM 494368103 16,602 152,254 SH   SOLE   152,254 0 0
COCA COLA CO COM 191216100 22,915 571,150 SH   SOLE   571,150 0 0
KROGER CO COM 501044101 60,154 1,667,693 SH   SOLE   1,667,693 0 0
KOHLS CORP COM 500255104 73,016 1,576,683 SH   SOLE   1,530,358 0 46,325
LEGGETT & PLATT INC COM 524660107 33,894 821,669 SH   SOLE   821,669 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 22,002 202,837 SH   SOLE   202,837 0 0
LKQ CORP COM 501889208 20,982 739,860 SH   SOLE   739,860 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 60,865 582,331 SH   SOLE   568,340 0 13,991
LINEAR TECHNOLOGY CORP COM 535678106 28,597 708,727 SH   SOLE   708,727 0 0
LILLY ELI & CO COM 532457108 22,234 265,670 SH   SOLE   265,670 0 0
LEGG MASON INC COM 524901105 24,978 600,280 SH   SOLE   600,280 0 0
LOCKHEED MARTIN CORP COM 539830109 32,203 155,337 SH   SOLE   155,337 0 0
LINCOLN NATL CORP IND COM 534187109 56,066 1,181,327 SH   SOLE   1,181,327 0 0
LOWES COS INC COM 548661107 88,902 1,289,929 SH   SOLE   1,287,266 0 2,663
LAM RESEARCH CORP COM 512807108 16,957 259,561 SH   SOLE   259,561 0 0
LIBERTY PPTY TR SH BEN INT 531172104 9,278 294,441 SH   SOLE   294,441 0 0
L BRANDS INC COM 501797104 66,220 734,716 SH   SOLE   733,560 0 1,156
LOEWS CORP COM 540424108 5,666 156,774 SH   SOLE   156,774 0 0
SOUTHWEST AIRLS CO COM 844741108 26,011 683,769 SH   SOLE   651,535 0 32,234
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 67,820 813,584 SH   SOLE   767,541 0 46,043
MASTERCARD INC CL A 57636Q104 14,176 157,302 SH   SOLE   157,302 0 0
MARRIOTT INTL INC NEW CL A 571903202 44,627 654,350 SH   SOLE   653,509 0 841
MASCO CORP COM 574599106 55,288 2,195,724 SH   SOLE   2,192,117 0 3,607
MCDONALDS CORP COM 580135101 17,038 172,920 SH   SOLE   172,920 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 17,575 407,866 SH   SOLE   407,866 0 0
MCKESSON CORP COM 58155Q103 36,821 199,000 SH   SOLE   199,000 0 0
MEDTRONIC PLC SHS G5960L103 46,153 689,472 SH   SOLE   689,472 0 0
METLIFE INC COM 59156R108 33,023 700,384 SH   SOLE   700,384 0 0
MOHAWK INDS INC COM 608190104 24,687 135,797 SH   SOLE   135,797 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 24,014 341,105 SH   SOLE   341,105 0 0
MCCORMICK & CO INC COM NON VTG 579780206 8,926 108,613 SH   SOLE   108,613 0 0
MARSH & MCLENNAN COS INC COM 571748102 32,586 624,014 SH   SOLE   624,014 0 0
3M CO COM 88579Y101 83,377 588,113 SH   SOLE   588,113 0 0
ALTRIA GROUP INC COM 02209S103 43,881 806,639 SH   SOLE   806,639 0 0
MONSANTO CO NEW COM 61166W101 6,975 81,732 SH   SOLE   81,732 0 0
MOSAIC CO NEW COM 61945C103 29,120 936,026 SH   SOLE   936,026 0 0
MARATHON PETE CORP COM 56585A102 26,320 568,103 SH   SOLE   567,863 0 240
MERCK & CO INC NEW COM 58933Y105 21,857 442,534 SH   SOLE   442,534 0 0
MORGAN STANLEY COM NEW 617446448 4,491 142,582 SH   SOLE   142,582 0 0
MICROSOFT CORP COM 594918104 54,552 1,232,545 SH   SOLE   1,152,766 0 79,779
M & T BK CORP COM 55261F104 7,399 60,674 SH   SOLE   60,674 0 0
MICRON TECHNOLOGY INC COM 595112103 95,496 6,374,929 SH   SOLE   5,670,566 0 704,363
MYLAN N V SHS EURO N59465109 3,506 87,096 SH   SOLE   87,096 0 0
NASDAQ INC COM 631103108 14,356 269,192 SH   SOLE   269,192 0 0
NIKE INC CL B 654106103 27,624 224,641 SH   SOLE   224,641 0 0
NATIONAL RETAIL PPTYS INC COM 637417106 11,207 308,996 SH   SOLE   308,996 0 0
NORTHROP GRUMMAN CORP COM 666807102 41,698 251,266 SH   SOLE   251,266 0 0
NATIONAL OILWELL VARCO INC COM 637071101 12,922 343,225 SH   SOLE   343,225 0 0
NORFOLK SOUTHERN CORP COM 655844108 49,862 652,639 SH   SOLE   652,639 0 0
NETAPP INC COM 64110D104 42,804 1,446,091 SH   SOLE   1,438,899 0 7,192
NUCOR CORP COM 670346105 4,567 121,632 SH   SOLE   121,632 0 0
NVIDIA CORP COM 67066G104 82,889 3,362,622 SH   SOLE   3,265,009 0 97,613
NVR INC COM 62944T105 33,257 21,805 SH   SOLE   21,805 0 0
NEWELL RUBBERMAID INC COM 651229106 21,304 536,492 SH   SOLE   536,492 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 62,277 2,308,277 SH   SOLE   2,275,935 0 32,342
REALTY INCOME CORP COM 756109104 9,375 197,834 SH   SOLE   197,834 0 0
OMNICOM GROUP INC COM 681919106 73,580 1,116,537 SH   SOLE   1,116,537 0 0
ORACLE CORP COM 68389X105 84,193 2,330,914 SH   SOLE   2,300,405 0 30,509
O REILLY AUTOMOTIVE INC NEW COM 67103H107 43,570 174,280 SH   SOLE   174,280 0 0
PAYCHEX INC COM 704326107 61,892 1,299,429 SH   SOLE   1,299,429 0 0
PITNEY BOWES INC COM 724479100 20,826 1,049,176 SH   SOLE   1,049,176 0 0
PACCAR INC COM 693718108 12,656 242,601 SH   SOLE   242,601 0 0
PLUM CREEK TIMBER CO INC COM 729251108 24,789 627,408 SH   SOLE   627,408 0 0
PRICELINE GRP INC COM NEW 741503403 14,830 11,990 SH   SOLE   11,990 0 0
PATTERSON COMPANIES INC COM 703395103 33,267 769,172 SH   SOLE   769,172 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 27,282 647,114 SH   SOLE   647,114 0 0
PEPSICO INC COM 713448108 30,271 321,003 SH   SOLE   321,003 0 0
PFIZER INC COM 717081103 64,318 2,047,707 SH   SOLE   2,038,272 0 9,435
PRINCIPAL FINL GROUP INC COM 74251V102 20,900 441,482 SH   SOLE   441,482 0 0
PROCTER & GAMBLE CO COM 742718109 57,500 799,280 SH   SOLE   799,280 0 0
PROGRESSIVE CORP OHIO COM 743315103 29,176 952,204 SH   SOLE   952,204 0 0
PARKER HANNIFIN CORP COM 701094104 63,975 657,506 SH   SOLE   657,506 0 0
PULTE GROUP INC COM 745867101 48,496 2,570,004 SH   SOLE   2,308,383 0 261,621
PERKINELMER INC COM 714046109 408 8,881 SH   SOLE   8,881 0 0
PNC FINL SVCS GROUP INC COM 693475105 53,984 605,200 SH   SOLE   605,200 0 0
PANERA BREAD CO CL A 69840W108 38,480 198,955 SH   SOLE   198,955 0 0
PPG INDS INC COM 693506107 1,486 16,944 SH   SOLE   16,944 0 0
PUBLIC STORAGE COM 74460D109 24,295 114,799 SH   SOLE   114,799 0 0
PVH CORP COM 693656100 8,492 83,303 SH   SOLE   83,303 0 0
QUALCOMM INC COM 747525103 42,572 792,333 SH   SOLE   779,300 0 13,033
REYNOLDS AMERICAN INC COM 761713106 14,779 333,842 SH   SOLE   333,842 0 0
EVEREST RE GROUP LTD COM G3223R108 44,024 253,974 SH   SOLE   253,974 0 0
REGIONS FINL CORP NEW COM 7591EP100 24,644 2,735,132 SH   SOLE   2,735,132 0 0
ROBERT HALF INTL INC COM 770323103 39,309 768,354 SH   SOLE   768,354 0 0
RED HAT INC COM 756577102 2,401 33,407 SH   SOLE   33,407 0 0
RALPH LAUREN CORP CL A 751212101 472 3,995 SH   SOLE   3,995 0 0
RESMED INC COM 761152107 19,609 384,799 SH   SOLE   384,799 0 0
ROCKWELL AUTOMATION INC COM 773903109 11,020 108,599 SH   SOLE   108,599 0 0
ROPER TECHNOLOGIES INC COM 776696106 20,534 131,042 SH   SOLE   131,042 0 0
ROSS STORES INC COM 778296103 63,091 1,301,641 SH   SOLE   1,301,381 0 260
REPUBLIC SVCS INC COM 760759100 8,443 204,936 SH   SOLE   204,936 0 0
RAYTHEON CO COM NEW 755111507 55,838 511,060 SH   SOLE   511,060 0 0
LEIDOS HLDGS INC COM 525327102 11,964 289,618 SH   SOLE   289,618 0 0
STARBUCKS CORP COM 855244109 5,916 104,084 SH   SOLE   104,084 0 0
SCANA CORP NEW COM 80589M102 6,743 119,854 SH   SOLE   119,854 0 0
SCHWAB CHARLES CORP NEW COM 808513105 6,782 237,468 SH   SOLE   237,468 0 0
SEALED AIR CORP NEW COM 81211K100 19,439 414,656 SH   SOLE   414,656 0 0
SHERWIN WILLIAMS CO COM 824348106 28,528 128,055 SH   SOLE   128,055 0 0
SMUCKER J M CO COM NEW 832696405 20,248 177,471 SH   SOLE   177,471 0 0
SLM CORP COM 78442P106 7,992 1,079,955 SH   SOLE   1,079,955 0 0
SANDISK CORP COM 80004C101 20,029 368,649 SH   SOLE   362,611 0 6,038
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 34,317 697,641 SH   SOLE   674,384 0 23,257
SIMON PPTY GROUP INC NEW COM 828806109 13,973 76,058 SH   SOLE   76,058 0 0
STAPLES INC COM 855030102 43,842 3,737,613 SH   SOLE   3,498,414 0 239,199
SUPERIOR ENERGY SVCS INC COM 868157108 2,591 205,122 SH   SOLE   205,122 0 0
STERICYCLE INC COM 858912108 9,820 70,493 SH   SOLE   70,493 0 0
SUNTRUST BKS INC COM 867914103 34,782 909,571 SH   SOLE   909,571 0 0
ST JUDE MED INC COM 790849103 2,978 47,203 SH   SOLE   47,203 0 0
STEEL DYNAMICS INC COM 858119100 19,718 1,147,704 SH   SOLE   1,147,704 0 0
STATE STR CORP COM 857477103 12,386 184,287 SH   SOLE   184,287 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 119,030 2,656,911 SH   SOLE   2,503,277 0 153,634
CONSTELLATION BRANDS INC CL A 21036P108 18,574 148,343 SH   SOLE   148,343 0 0
SUPERVALU INC COM 868536103 3,733 519,944 SH   SOLE   519,944 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 30,092 357,347 SH   SOLE   357,347 0 0
SYMANTEC CORP COM 871503108 12,654 649,917 SH   SOLE   649,917 0 0
SYSCO CORP COM 871829107 25,192 646,442 SH   SOLE   646,442 0 0
MOLSON COORS BREWING CO CL B 60871R209 16,572 199,620 SH   SOLE   199,620 0 0
TAUBMAN CTRS INC COM 876664103 35,247 510,234 SH   SOLE   510,234 0 0
TERADATA CORP DEL COM 88076W103 26,110 901,602 SH   SOLE   901,602 0 0
TE CONNECTIVITY LTD REG SHS H84989104 68,576 1,145,036 SH   SOLE   1,145,036 0 0
TERADYNE INC COM 880770102 30,181 1,675,791 SH   SOLE   1,675,791 0 0
TRIUMPH GROUP INC NEW COM 896818101 17,234 409,564 SH   SOLE   409,564 0 0
TARGET CORP COM 87612E106 52,178 663,342 SH   SOLE   663,342 0 0
TJX COS INC NEW COM 872540109 42,481 594,810 SH   SOLE   594,810 0 0
TORCHMARK CORP COM 891027104 1,110 19,688 SH   SOLE   19,688 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 17,112 139,941 SH   SOLE   139,941 0 0
TOLL BROTHERS INC COM 889478103 50,425 1,472,705 SH   SOLE   1,472,705 0 0
TEMPUR SEALY INTL INC COM 88023U101 16,339 228,744 SH   SOLE   228,744 0 0
PRICE T ROWE GROUP INC COM 74144T108 21,231 305,485 SH   SOLE   305,485 0 0
TRAVELERS COMPANIES INC COM 89417E109 148,301 1,490,015 SH   SOLE   1,477,385 0 12,630
TRACTOR SUPPLY CO COM 892356106 54,639 647,993 SH   SOLE   647,993 0 0
TYSON FOODS INC CL A 902494103 23,064 535,132 SH   SOLE   535,132 0 0
TESORO CORP COM 881609101 24,722 254,233 SH   SOLE   254,233 0 0
TOTAL SYS SVCS INC COM 891906109 2,282 50,231 SH   SOLE   50,231 0 0
TUPPERWARE BRANDS CORP COM 899896104 1,763 35,623 SH   SOLE   35,623 0 0
TIME WARNER CABLE INC COM 88732J207 8,744 48,747 SH   SOLE   48,747 0 0
TIME WARNER INC COM NEW 887317303 38,443 559,164 SH   SOLE   559,164 0 0
TEXAS INSTRS INC COM 882508104 77,688 1,568,816 SH   SOLE   1,568,798 0 18
TEXTRON INC COM 883203101 16,667 442,809 SH   SOLE   442,809 0 0
TYCO INTL PLC SHS G91442106 6,756 201,910 SH   SOLE   201,910 0 0
UDR INC COM 902653104 7,391 214,355 SH   SOLE   214,355 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 28,661 229,638 SH   SOLE   229,638 0 0
UNITEDHEALTH GROUP INC COM 91324P102 44,020 379,454 SH   SOLE   379,454 0 0
UNION PAC CORP COM 907818108 27,245 308,165 SH   SOLE   308,165 0 0
UNITED PARCEL SERVICE INC CL B 911312106 6,896 69,874 SH   SOLE   69,874 0 0
URBAN OUTFITTERS INC COM 917047102 8,315 283,015 SH   SOLE   283,015 0 0
US BANCORP DEL COM NEW 902973304 48,296 1,177,668 SH   SOLE   1,177,668 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 12,840 97,836 SH   SOLE   97,836 0 0
UNITED TECHNOLOGIES CORP COM 913017109 78,850 886,057 SH   SOLE   886,057 0 0
VISA INC COM CL A 92826C839 25,973 372,848 SH   SOLE   372,848 0 0
VARIAN MED SYS INC COM 92220P105 38,699 524,514 SH   SOLE   524,514 0 0
V F CORP COM 918204108 47,639 698,420 SH   SOLE   698,420 0 0
VALERO ENERGY CORP NEW COM 91913Y100 82,533 1,373,265 SH   SOLE   1,326,847 0 46,418
VORNADO RLTY TR SH BEN INT 929042109 29,925 330,951 SH   SOLE   330,951 0 0
VERISIGN INC COM 92343E102 47,941 679,437 SH   SOLE   662,037 0 17,400
WATERS CORP COM 941848103 22,362 189,171 SH   SOLE   189,171 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 43,247 520,416 SH   SOLE   520,416 0 0
WESTERN DIGITAL CORP COM 958102105 81,450 1,025,299 SH   SOLE   990,912 0 34,387
WEC ENERGY GROUP INC COM 92939U106 956 18,308 SH   SOLE   18,308 0 0
WELLS FARGO & CO NEW COM 949746101 53,025 1,032,627 SH   SOLE   1,032,627 0 0
WHOLE FOODS MKT INC COM 966837106 3,994 126,180 SH   SOLE   126,180 0 0
WHIRLPOOL CORP COM 963320106 27,513 186,836 SH   SOLE   186,836 0 0
ANTHEM INC COM 036752103 90,761 648,293 SH   SOLE   620,430 0 27,863
WASTE MGMT INC DEL COM 94106L109 56,599 1,136,301 SH   SOLE   1,136,301 0 0
WAL-MART STORES INC COM 931142103 113,491 1,750,325 SH   SOLE   1,744,328 0 5,997
GRAHAM HLDGS CO COM 384637104 34,884 60,458 SH   SOLE   55,574 0 4,884
WILLIAMS SONOMA INC COM 969904101 36,630 479,768 SH   SOLE   479,768 0 0
WESTERN UN CO COM 959802109 103,047 5,612,605 SH   SOLE   5,398,502 0 214,103
WEYERHAEUSER CO COM 962166104 34,146 1,248,954 SH   SOLE   1,248,954 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 43,234 601,309 SH   SOLE   601,309 0 0
XILINX INC COM 983919101 40,189 947,844 SH   SOLE   947,844 0 0
DENTSPLY INTL INC NEW COM 249030107 26,539 524,799 SH   SOLE   524,799 0 0
XEROX CORP COM 984121103 81,190 8,344,259 SH   SOLE   8,113,484 0 230,775
YAHOO INC COM 984332106 2,909 100,626 SH   SOLE   100,626 0 0
YUM BRANDS INC COM 988498101 17,989 225,004 SH   SOLE   225,004 0 0
ZIONS BANCORPORATION COM 989701107 4,497 163,296 SH   SOLE   163,296 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 52,067 554,321 SH   SOLE   554,321 0 0