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 7,992 207,159 SH   SOLE   207,159 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 28,798 180,787 SH   SOLE   180,787 0 0
APPLE INC COM 037833100 119,000 948,777 SH   SOLE   902,167 0 46,610
ABBVIE INC COM 00287Y109 3,963 58,982 SH   SOLE   58,982 0 0
AMERISOURCEBERGEN CORP COM 03073E105 14,157 133,125 SH   SOLE   133,125 0 0
ABBOTT LABS COM 002824100 4,179 85,153 SH   SOLE   85,153 0 0
ACE LTD SHS H0023R105 103,014 1,013,120 SH   SOLE   1,010,448 0 2,672
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 11,721 121,107 SH   SOLE   121,107 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 146,602 3,040,284 SH   SOLE   2,927,086 0 113,198
AUTOMATIC DATA PROCESSING IN COM 053015103 63,607 792,805 SH   SOLE   792,805 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 1,336 4,577 SH   SOLE   4,577 0 0
THE ADT CORPORATION COM 00101J106 18,672 556,224 SH   SOLE   556,224 0 0
AETNA INC NEW COM 00817Y108 30,188 236,842 SH   SOLE   236,842 0 0
AFLAC INC COM 001055102 30,103 483,971 SH   SOLE   483,971 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 49,779 805,232 SH   SOLE   805,232 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 28,024 758,831 SH   SOLE   758,831 0 0
ASSURANT INC COM 04621X108 43,768 653,256 SH   SOLE   627,361 0 25,895
AKAMAI TECHNOLOGIES INC COM 00971T101 8,199 117,425 SH   SOLE   117,425 0 0
ALBEMARLE CORP COM 012653101 200 3,621 SH   SOLE   3,621 0 0
ALASKA AIR GROUP INC COM 011659109 28,868 448,052 SH   SOLE   448,052 0 0
ALLSTATE CORP COM 020002101 106,822 1,646,704 SH   SOLE   1,636,739 0 9,965
ALTERA CORP COM 021441100 27,923 545,375 SH   SOLE   545,375 0 0
APPLIED MATLS INC COM 038222105 9,514 495,016 SH   SOLE   495,016 0 0
AMC NETWORKS INC CL A 00164V103 22,827 278,891 SH   SOLE   278,891 0 0
AMGEN INC COM 031162100 57,321 373,378 SH   SOLE   369,567 0 3,811
AMERIPRISE FINL INC COM 03076C106 45,126 361,211 SH   SOLE   361,211 0 0
AMERICAN TOWER CORP NEW COM 03027X100 16,199 173,639 SH   SOLE   173,639 0 0
AUTONATION INC COM 05329W102 15,445 245,241 SH   SOLE   245,241 0 0
ABERCROMBIE & FITCH CO CL A 002896207 13,170 612,262 SH   SOLE   612,262 0 0
ANN INC COM 035623107 5,023 104,018 SH   SOLE   104,018 0 0
AMPHENOL CORP NEW CL A 032095101 8,285 142,913 SH   SOLE   142,913 0 0
APOLLO ED GROUP INC CL A 037604105 12,908 1,002,200 SH   SOLE   994,425 0 7,775
AIRGAS INC COM 009363102 18,388 173,833 SH   SOLE   173,833 0 0
AGL RES INC COM 001204106 8,137 174,761 SH   SOLE   174,761 0 0
AVALONBAY CMNTYS INC COM 053484101 11,251 70,374 SH   SOLE   70,374 0 0
AMERICAN EXPRESS CO COM 025816109 52,682 677,842 SH   SOLE   677,842 0 0
AUTOZONE INC COM 053332102 6,102 9,150 SH   SOLE   9,150 0 0
BAXTER INTL INC COM 071813109 31,013 443,493 SH   SOLE   443,493 0 0
BED BATH & BEYOND INC COM 075896100 88,697 1,285,837 SH   SOLE   1,253,887 0 31,950
BB&T CORP COM 054937107 27,108 672,483 SH   SOLE   672,483 0 0
BEST BUY INC COM 086516101 82,693 2,535,818 SH   SOLE   2,394,409 0 141,409
BARD C R INC COM 067383109 26,396 154,631 SH   SOLE   153,005 0 1,626
BECTON DICKINSON & CO COM 075887109 30,111 212,572 SH   SOLE   212,572 0 0
FRANKLIN RES INC COM 354613101 50,788 1,035,856 SH   SOLE   1,035,856 0 0
BROWN FORMAN CORP CL B 115637209 11,439 114,181 SH   SOLE   114,181 0 0
SOTHEBYS COM 835898107 5,007 110,674 SH   SOLE   110,674 0 0
BIOGEN INC COM 09062X103 11,694 28,951 SH   SOLE   28,951 0 0
BANK NEW YORK MELLON CORP COM 064058100 21,157 504,097 SH   SOLE   504,097 0 0
BLACKROCK INC COM 09247X101 17,368 50,199 SH   SOLE   50,199 0 0
BALL CORP COM 058498106 6,317 90,050 SH   SOLE   90,050 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 7,651 114,979 SH   SOLE   114,979 0 0
BROADCOM CORP CL A 111320107 50,081 972,636 SH   SOLE   969,998 0 2,638
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 97,134 713,642 SH   SOLE   713,535 0 107
CITIGROUP INC COM NEW 172967424 18,564 336,067 SH   SOLE   336,067 0 0
CA INC COM 12673P105 20,664 705,492 SH   SOLE   705,492 0 0
CARDINAL HEALTH INC COM 14149Y108 63,657 760,997 SH   SOLE   757,894 0 3,103
CAMERON INTERNATIONAL CORP COM 13342B105 8,705 166,220 SH   SOLE   166,220 0 0
CATERPILLAR INC DEL COM 149123101 44,047 519,303 SH   SOLE   507,333 0 11,970
CHUBB CORP COM 171232101 80,603 847,202 SH   SOLE   842,710 0 4,492
CBRE GROUP INC CL A 12504L109 3,879 104,840 SH   SOLE   104,840 0 0
CBS CORP NEW CL B 124857202 1,000 18,020 SH   SOLE   18,020 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 7,008 161,328 SH   SOLE   161,328 0 0
CARNIVAL CORP PAIRED CTF 143658300 23,243 470,593 SH   SOLE   470,593 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 9,331 474,601 SH   SOLE   474,601 0 0
CELGENE CORP COM 151020104 13,819 119,403 SH   SOLE   119,403 0 0
CF INDS HLDGS INC COM 125269100 17,724 275,735 SH   SOLE   275,735 0 0
CHURCH & DWIGHT INC COM 171340102 5,602 69,052 SH   SOLE   69,052 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 31,958 512,235 SH   SOLE   512,235 0 0
CHICOS FAS INC COM 168615102 11,845 712,272 SH   SOLE   712,272 0 0
CIGNA CORPORATION COM 125509109 27,918 172,334 SH   SOLE   172,334 0 0
CINCINNATI FINL CORP COM 172062101 8,141 162,226 SH   SOLE   162,226 0 0
COLGATE PALMOLIVE CO COM 194162103 16,327 249,610 SH   SOLE   249,610 0 0
CLOROX CO DEL COM 189054109 23,338 224,363 SH   SOLE   224,363 0 0
COMERICA INC COM 200340107 11,231 218,847 SH   SOLE   218,847 0 0
COMCAST CORP NEW CL A 20030N101 22,223 369,527 SH   SOLE   369,527 0 0
CME GROUP INC COM 12572Q105 23,052 247,713 SH   SOLE   247,713 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 9,810 16,215 SH   SOLE   16,215 0 0
CUMMINS INC COM 231021106 29,817 227,282 SH   SOLE   227,282 0 0
CENTERPOINT ENERGY INC COM 15189T107 7,574 398,018 SH   SOLE   398,018 0 0
CAPITAL ONE FINL CORP COM 14040H105 71,237 809,782 SH   SOLE   807,990 0 1,792
COACH INC COM 189754104 37,034 1,070,028 SH   SOLE   1,057,867 0 12,161
COOPER COS INC COM NEW 216648402 30,321 170,372 SH   SOLE   170,372 0 0
COSTCO WHSL CORP NEW COM 22160K105 35,505 262,880 SH   SOLE   262,880 0 0
INGREDION INC COM 457187102 26,159 327,766 SH   SOLE   327,766 0 0
CAMDEN PPTY TR SH BEN INT 133131102 14,427 194,231 SH   SOLE   194,231 0 0
CARTER INC COM 146229109 40,552 381,483 SH   SOLE   381,483 0 0
COMPUTER SCIENCES CORP COM 205363104 47,043 716,687 SH   SOLE   690,778 0 25,909
CISCO SYS INC COM 17275R102 78,001 2,840,514 SH   SOLE   2,745,596 0 94,918
CSX CORP COM 126408103 19,080 584,394 SH   SOLE   584,394 0 0
CINTAS CORP COM 172908105 12,064 142,613 SH   SOLE   142,613 0 0
CENTURYLINK INC COM 156700106 12,563 427,597 SH   SOLE   427,597 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 15,649 256,166 SH   SOLE   256,166 0 0
CITRIX SYS INC COM 177376100 5,721 81,544 SH   SOLE   81,544 0 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 25,615 1,069,952 SH   SOLE   1,069,952 0 0
CVS HEALTH CORP COM 126650100 20,819 198,506 SH   SOLE   198,506 0 0
CORRECTIONS CORP AMER NEW COM NEW 22025Y407 11,943 361,029 SH   SOLE   361,029 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 5,969 94,797 SH   SOLE   94,797 0 0
DEERE & CO COM 244199105 43,323 446,398 SH   SOLE   446,398 0 0
DECKERS OUTDOOR CORP COM 243537107 20,523 285,157 SH   SOLE   285,157 0 0
DISCOVER FINL SVCS COM 254709108 95,309 1,654,095 SH   SOLE   1,627,854 0 26,241
DOLLAR GEN CORP NEW COM 256677105 41,160 529,463 SH   SOLE   529,463 0 0
QUEST DIAGNOSTICS INC COM 74834L100 11,910 164,233 SH   SOLE   164,233 0 0
DANAHER CORP DEL COM 235851102 8,702 101,667 SH   SOLE   101,667 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 1,413 16,604 SH   SOLE   16,604 0 0
DOLLAR TREE INC COM 256746108 22,146 280,370 SH   SOLE   280,370 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 17,369 142,370 SH   SOLE   142,370 0 0
DOVER CORP COM 260003108 25,346 361,153 SH   SOLE   358,269 0 2,884
DR PEPPER SNAPPLE GROUP INC COM 26138E109 37,528 514,792 SH   SOLE   514,792 0 0
DARDEN RESTAURANTS INC COM 237194105 4,205 59,164 SH   SOLE   59,164 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 4,222 59,782 SH   SOLE   59,782 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 12,702 159,834 SH   SOLE   159,834 0 0
BRINKER INTL INC COM 109641100 26,284 455,932 SH   SOLE   455,932 0 0
EBAY INC COM 278642103 268 4,448 SH   SOLE   4,448 0 0
CONSOLIDATED EDISON INC COM 209115104 17,069 294,911 SH   SOLE   294,911 0 0
EDISON INTL COM 281020107 4,038 72,646 SH   SOLE   72,646 0 0
E M C CORP MASS COM 268648102 110,457 4,185,546 SH   SOLE   4,096,535 0 89,011
EMERSON ELEC CO COM 291011104 38,742 698,941 SH   SOLE   698,941 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 705 10,044 SH   SOLE   10,044 0 0
ELECTRONIC ARTS INC COM 285512109 67,859 1,020,429 SH   SOLE   994,173 0 26,256
EXPRESS SCRIPTS HLDG CO COM 30219G108 19,483 219,059 SH   SOLE   219,059 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 14,706 491,013 SH   SOLE   491,013 0 0
ENTERGY CORP NEW COM 29364G103 28,504 404,319 SH   SOLE   404,319 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 119,693 840,361 SH   SOLE   771,224 0 69,137
EXPEDITORS INTL WASH INC COM 302130109 1,295 28,085 SH   SOLE   28,085 0 0
EXPEDIA INC DEL COM NEW 30212P303 60,820 556,195 SH   SOLE   545,689 0 10,506
FORD MTR CO DEL COM PAR $0.01 345370860 25,816 1,719,892 SH   SOLE   1,719,892 0 0
MACYS INC COM 55616P104 77,549 1,149,389 SH   SOLE   1,111,871 0 37,518
FEDEX CORP COM 31428X106 29,359 172,293 SH   SOLE   172,293 0 0
F5 NETWORKS INC COM 315616102 30,081 249,948 SH   SOLE   249,948 0 0
FIRST HORIZON NATL CORP COM 320517105 14,582 930,537 SH   SOLE   930,537 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 14,536 235,216 SH   SOLE   235,216 0 0
FISERV INC COM 337738108 6,466 78,062 SH   SOLE   78,062 0 0
FIFTH THIRD BANCORP COM 316773100 38,503 1,849,332 SH   SOLE   1,849,332 0 0
FOOT LOCKER INC COM 344849104 63,502 947,654 SH   SOLE   947,654 0 0
FOSSIL GROUP INC COM 34988V106 30,901 445,523 SH   SOLE   439,466 0 6,057
NEXTERA ENERGY INC COM 65339F101 1,479 15,092 SH   SOLE   15,092 0 0
FIRST SOLAR INC COM 336433107 15,583 331,694 SH   SOLE   331,694 0 0
TEGNA INC COM 87901J105 61,108 1,905,468 SH   SOLE   1,801,213 0 104,255
GANNETT SPINCO INC COM 36473H104 12,619 901,985 SH   SOLE   860,674 0 41,311
GENERAL DYNAMICS CORP COM 369550108 107,745 760,429 SH   SOLE   760,429 0 0
GILEAD SCIENCES INC COM 375558103 82,162 701,761 SH   SOLE   675,529 0 26,232
CORNING INC COM 219350105 99,602 5,048,252 SH   SOLE   4,887,318 0 160,934
GAMESTOP CORP NEW CL A 36467W109 62,419 1,452,957 SH   SOLE   1,330,278 0 122,679
GENUINE PARTS CO COM 372460105 41,568 464,291 SH   SOLE   459,217 0 5,074
GAP INC DEL COM 364760108 41,324 1,082,626 SH   SOLE   1,055,552 0 27,074
GARMIN LTD SHS H2906T109 2,838 64,605 SH   SOLE   64,605 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 91,008 435,884 SH   SOLE   433,279 0 2,605
GOODYEAR TIRE & RUBR CO COM 382550101 16,183 536,740 SH   SOLE   536,740 0 0
HARMAN INTL INDS INC COM 413086109 16,222 136,388 SH   SOLE   136,388 0 0
HASBRO INC COM 418056107 41,569 555,807 SH   SOLE   555,807 0 0
HUNTINGTON BANCSHARES INC COM 446150104 18,733 1,656,287 SH   SOLE   1,656,287 0 0
HANESBRANDS INC COM 410345102 59,609 1,788,979 SH   SOLE   1,788,979 0 0
HEALTH CARE REIT INC COM 42217K106 1,967 29,976 SH   SOLE   29,976 0 0
HCP INC COM 40414L109 9,994 274,036 SH   SOLE   274,036 0 0
HOME DEPOT INC COM 437076102 41,462 373,096 SH   SOLE   373,096 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 67,531 1,624,524 SH   SOLE   1,624,280 0 244
HIGHWOODS PPTYS INC COM 431284108 2,495 62,459 SH   SOLE   62,459 0 0
HARLEY DAVIDSON INC COM 412822108 6,105 108,342 SH   SOLE   108,342 0 0
HOLOGIC INC COM 436440101 2,663 69,971 SH   SOLE   69,971 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 12,156 149,913 SH   SOLE   149,913 0 0
HEWLETT PACKARD CO COM 428236103 83,424 2,779,890 SH   SOLE   2,656,275 0 123,615
BLOCK H & R INC COM 093671105 34,137 1,151,316 SH   SOLE   1,151,316 0 0
HORMEL FOODS CORP COM 440452100 13,923 246,990 SH   SOLE   246,990 0 0
HARRIS CORP DEL COM 413875105 19,860 258,222 SH   SOLE   256,659 0 1,563
HOSPIRA INC COM 441060100 15,389 173,471 SH   SOLE   173,471 0 0
HOST HOTELS & RESORTS INC COM 44107P104 21,951 1,106,969 SH   SOLE   1,106,969 0 0
HERSHEY CO COM 427866108 19,525 219,806 SH   SOLE   219,806 0 0
HUMANA INC COM 444859102 62,617 327,359 SH   SOLE   309,611 0 17,748
INTERNATIONAL BUSINESS MACHS COM 459200101 102,641 631,017 SH   SOLE   574,603 0 56,414
INTERCONTINENTAL EXCHANGE IN COM 45866F104 12,301 55,010 SH   SOLE   55,010 0 0
IDEXX LABS INC COM 45168D104 2,666 41,566 SH   SOLE   41,566 0 0
INTEL CORP COM 458140100 103,355 3,398,150 SH   SOLE   3,261,259 0 136,891
INTUIT COM 461202103 9,480 94,074 SH   SOLE   94,074 0 0
INTERPUBLIC GROUP COS INC COM 460690100 17,800 923,724 SH   SOLE   923,724 0 0
IRON MTN INC NEW COM 46284V101 28,668 924,781 SH   SOLE   924,781 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 12,441 25,679 SH   SOLE   25,679 0 0
ILLINOIS TOOL WKS INC COM 452308109 18,727 204,024 SH   SOLE   204,024 0 0
INVESCO LTD SHS G491BT108 18,206 485,625 SH   SOLE   485,625 0 0
JOHNSON CTLS INC COM 478366107 2,941 59,382 SH   SOLE   59,382 0 0
JOHNSON & JOHNSON COM 478160104 82,919 850,797 SH   SOLE   826,975 0 23,822
JOY GLOBAL INC COM 481165108 15,222 420,499 SH   SOLE   420,499 0 0
JPMORGAN CHASE & CO COM 46625H100 55,729 822,447 SH   SOLE   822,447 0 0
NORDSTROM INC COM 655664100 37,313 500,848 SH   SOLE   500,848 0 0
KELLOGG CO COM 487836108 6,491 103,524 SH   SOLE   103,524 0 0
KEYCORP NEW COM 493267108 18,687 1,244,141 SH   SOLE   1,244,141 0 0
MONDELEZ INTL INC CL A 609207105 9,534 231,753 SH   SOLE   231,753 0 0
KIMCO RLTY CORP COM 49446R109 9,612 426,444 SH   SOLE   426,444 0 0
KLA-TENCOR CORP COM 482480100 23,008 409,328 SH   SOLE   409,328 0 0
KIMBERLY CLARK CORP COM 494368103 36,618 345,546 SH   SOLE   345,546 0 0
CARMAX INC COM 143130102 7,920 119,625 SH   SOLE   119,625 0 0
COCA COLA CO COM 191216100 41,133 1,048,509 SH   SOLE   1,048,509 0 0
KROGER CO COM 501044101 20,469 282,287 SH   SOLE   282,287 0 0
KOHLS CORP COM 500255104 59,484 950,077 SH   SOLE   907,911 0 42,166
LABORATORY CORP AMER HLDGS COM NEW 50540R409 1,618 13,345 SH   SOLE   13,345 0 0
LKQ CORP COM 501889208 7,252 239,777 SH   SOLE   239,777 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 56,336 496,874 SH   SOLE   482,061 0 14,813
LILLY ELI & CO COM 532457108 20,617 246,939 SH   SOLE   246,939 0 0
LEGG MASON INC COM 524901105 9,525 184,846 SH   SOLE   184,846 0 0
LOCKHEED MARTIN CORP COM 539830109 32,492 174,781 SH   SOLE   174,781 0 0
LINCOLN NATL CORP IND COM 534187109 50,917 859,798 SH   SOLE   859,487 0 311
LOWES COS INC COM 548661107 40,508 604,867 SH   SOLE   604,076 0 791
LAM RESEARCH CORP COM 512807108 59,300 728,953 SH   SOLE   719,315 0 9,638
L BRANDS INC COM 501797104 61,090 712,590 SH   SOLE   711,108 0 1,482
LOEWS CORP COM 540424108 1,487 38,624 SH   SOLE   38,624 0 0
SOUTHWEST AIRLS CO COM 844741108 30,717 928,298 SH   SOLE   872,670 0 55,628
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 82,041 792,510 SH   SOLE   746,835 0 45,675
MASTERCARD INC CL A 57636Q104 4,884 52,242 SH   SOLE   52,242 0 0
MARRIOTT INTL INC NEW CL A 571903202 50,818 683,123 SH   SOLE   678,920 0 4,203
MASCO CORP COM 574599106 42,528 1,594,585 SH   SOLE   1,593,918 0 667
MATTEL INC COM 577081102 15,267 594,284 SH   SOLE   594,284 0 0
MCDONALDS CORP COM 580135101 4,400 46,277 SH   SOLE   46,277 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 4,862 102,517 SH   SOLE   102,517 0 0
MCKESSON CORP COM 58155Q103 22,836 101,580 SH   SOLE   101,580 0 0
MOODYS CORP COM 615369105 14,365 133,059 SH   SOLE   133,059 0 0
MEDTRONIC PLC SHS G5960L103 18,216 245,830 SH   SOLE   245,830 0 0
METLIFE INC COM 59156R108 65,428 1,168,558 SH   SOLE   1,163,905 0 4,653
MOHAWK INDS INC COM 608190104 20,398 106,851 SH   SOLE   106,851 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 24,010 266,124 SH   SOLE   266,124 0 0
MCCORMICK & CO INC COM NON VTG 579780206 2,191 27,061 SH   SOLE   27,061 0 0
MARSH & MCLENNAN COS INC COM 571748102 48,979 863,835 SH   SOLE   863,835 0 0
3M CO COM 88579Y101 33,268 215,605 SH   SOLE   215,605 0 0
ALTRIA GROUP INC COM 02209S103 48,026 981,935 SH   SOLE   981,935 0 0
MOSAIC CO NEW COM 61945C103 10,421 222,425 SH   SOLE   222,425 0 0
MARATHON PETE CORP COM 56585A102 12,254 234,254 SH   SOLE   234,254 0 0
MERCK & CO INC NEW COM 58933Y105 35,300 620,062 SH   SOLE   620,062 0 0
MORGAN STANLEY COM NEW 617446448 17,632 454,539 SH   SOLE   454,539 0 0
MICROSOFT CORP COM 594918104 94,118 2,131,777 SH   SOLE   2,043,249 0 88,528
M & T BK CORP COM 55261F104 18,932 151,543 SH   SOLE   151,543 0 0
MICRON TECHNOLOGY INC COM 595112103 73,395 3,895,708 SH   SOLE   3,494,497 0 401,211
MYLAN N V SHS EURO N59465109 21,566 317,804 SH   SOLE   317,804 0 0
NASDAQ OMX GROUP INC COM 631103108 16,680 341,730 SH   SOLE   341,730 0 0
NIKE INC CL B 654106103 54,855 507,824 SH   SOLE   507,824 0 0
NATIONAL RETAIL PPTYS INC COM 637417106 17,289 493,840 SH   SOLE   493,840 0 0
NORTHROP GRUMMAN CORP COM 666807102 14,570 91,846 SH   SOLE   91,846 0 0
NATIONAL OILWELL VARCO INC COM 637071101 21,318 441,547 SH   SOLE   439,537 0 2,010
NORFOLK SOUTHERN CORP COM 655844108 31,573 361,415 SH   SOLE   361,415 0 0
NETAPP INC COM 64110D104 45,873 1,453,506 SH   SOLE   1,443,363 0 10,143
NORTHERN TR CORP COM 665859104 4,607 60,260 SH   SOLE   60,260 0 0
NVIDIA CORP COM 67066G104 54,724 2,721,256 SH   SOLE   2,620,714 0 100,542
NVR INC COM 62944T105 26,602 19,852 SH   SOLE   19,852 0 0
NEWELL RUBBERMAID INC COM 651229106 29,138 708,776 SH   SOLE   708,776 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 66,809 2,052,814 SH   SOLE   2,026,449 0 26,365
NEW YORK CMNTY BANCORP INC COM 649445103 2,622 142,653 SH   SOLE   142,653 0 0
REALTY INCOME CORP COM 756109104 3,977 89,582 SH   SOLE   89,582 0 0
OMNICOM GROUP INC COM 681919106 32,039 461,062 SH   SOLE   461,062 0 0
ORACLE CORP COM 68389X105 49,712 1,233,557 SH   SOLE   1,203,781 0 29,776
O REILLY AUTOMOTIVE INC NEW COM 67103H107 16,567 73,312 SH   SOLE   73,312 0 0
PAYCHEX INC COM 704326107 27,658 589,970 SH   SOLE   589,970 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 2,252 138,909 SH   SOLE   138,909 0 0
PACCAR INC COM 693718108 8,845 138,621 SH   SOLE   138,621 0 0
PRICELINE GRP INC COM NEW 741503403 1,743 1,514 SH   SOLE   1,514 0 0
PATTERSON COMPANIES INC COM 703395103 20,674 424,946 SH   SOLE   424,946 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 6,363 162,000 SH   SOLE   162,000 0 0
PEPSICO INC COM 713448108 60,419 647,297 SH   SOLE   647,297 0 0
PFIZER INC COM 717081103 37,378 1,114,750 SH   SOLE   1,093,693 0 21,057
PRINCIPAL FINL GROUP INC COM 74251V102 48,029 936,418 SH   SOLE   936,418 0 0
PROCTER & GAMBLE CO COM 742718109 91,719 1,172,281 SH   SOLE   1,169,897 0 2,384
PROGRESSIVE CORP OHIO COM 743315103 58,456 2,100,480 SH   SOLE   2,100,480 0 0
PARKER HANNIFIN CORP COM 701094104 40,976 352,236 SH   SOLE   352,236 0 0
PULTE GROUP INC COM 745867101 44,707 2,218,729 SH   SOLE   1,909,905 0 308,824
PHILIP MORRIS INTL INC COM 718172109 29,689 370,328 SH   SOLE   370,328 0 0
PNC FINL SVCS GROUP INC COM 693475105 36,871 385,474 SH   SOLE   385,474 0 0
PANERA BREAD CO CL A 69840W108 23,607 135,072 SH   SOLE   135,072 0 0
PINNACLE WEST CAP CORP COM 723484101 10,894 191,490 SH   SOLE   191,490 0 0
PERRIGO CO PLC SHS G97822103 3,367 18,219 SH   SOLE   18,219 0 0
PRUDENTIAL FINL INC COM 744320102 6,510 74,378 SH   SOLE   74,378 0 0
PUBLIC STORAGE COM 74460D109 8,595 46,618 SH   SOLE   46,618 0 0
PRAXAIR INC COM 74005P104 1,781 14,894 SH   SOLE   14,894 0 0
QUALCOMM INC COM 747525103 56,433 901,058 SH   SOLE   879,856 0 21,202
REYNOLDS AMERICAN INC COM 761713106 13,362 178,975 SH   SOLE   178,975 0 0
EVEREST RE GROUP LTD COM G3223R108 41,955 230,507 SH   SOLE   230,507 0 0
REGIONS FINL CORP NEW COM 7591EP100 20,299 1,959,329 SH   SOLE   1,959,329 0 0
ROBERT HALF INTL INC COM 770323103 26,866 484,065 SH   SOLE   484,065 0 0
RED HAT INC COM 756577102 4,656 61,326 SH   SOLE   61,326 0 0
RALPH LAUREN CORP CL A 751212101 56,470 426,639 SH   SOLE   424,265 0 2,374
RESMED INC COM 761152107 27,105 480,846 SH   SOLE   480,846 0 0
ROSS STORES INC COM 778296103 44,148 908,203 SH   SOLE   907,700 0 503
REPUBLIC SVCS INC COM 760759100 24,875 635,060 SH   SOLE   635,060 0 0
RAYTHEON CO COM NEW 755111507 28,499 297,862 SH   SOLE   297,862 0 0
LEIDOS HLDGS INC COM 525327102 9,495 235,197 SH   SOLE   235,197 0 0
SCHWAB CHARLES CORP NEW COM 808513105 5,521 169,105 SH   SOLE   169,105 0 0
SLM CORP COM 78442P106 26,166 2,651,089 SH   SOLE   2,647,563 0 3,526
SANDISK CORP COM 80004C101 30,141 517,713 SH   SOLE   504,234 0 13,479
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 61,035 933,684 SH   SOLE   905,637 0 28,047
STAPLES INC COM 855030102 73,314 4,788,631 SH   SOLE   4,536,470 0 252,161
SUPERIOR ENERGY SVCS INC COM 868157108 4,743 225,417 SH   SOLE   225,417 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 24,620 119,600 SH   SOLE   96,732 0 22,868
SUNTRUST BKS INC COM 867914103 28,096 653,097 SH   SOLE   653,097 0 0
ST JUDE MED INC COM 790849103 13,394 183,305 SH   SOLE   183,305 0 0
STEEL DYNAMICS INC COM 858119100 26,368 1,272,884 SH   SOLE   1,272,884 0 0
STATE STR CORP COM 857477103 37,781 490,662 SH   SOLE   490,662 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 90,986 1,915,494 SH   SOLE   1,825,783 0 89,711
SUPERVALU INC COM 868536103 11,754 1,452,948 SH   SOLE   1,452,948 0 0
STANLEY BLACK & DECKER INC COM 854502101 7,842 74,511 SH   SOLE   74,511 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 39,992 384,170 SH   SOLE   384,170 0 0
SYMANTEC CORP COM 871503108 27,315 1,174,856 SH   SOLE   1,174,856 0 0
SYSCO CORP COM 871829107 46,293 1,282,355 SH   SOLE   1,282,355 0 0
AT&T INC COM 00206R102 2,626 73,919 SH   SOLE   73,919 0 0
MOLSON COORS BREWING CO CL B 60871R209 36,562 523,742 SH   SOLE   517,251 0 6,491
TAUBMAN CTRS INC COM 876664103 36,618 526,878 SH   SOLE   526,878 0 0
TERADATA CORP DEL COM 88076W103 30,415 822,025 SH   SOLE   822,025 0 0
TE CONNECTIVITY LTD REG SHS H84989104 994 15,465 SH   SOLE   15,465 0 0
TERADYNE INC COM 880770102 19,376 1,004,455 SH   SOLE   1,004,455 0 0
TRIUMPH GROUP INC NEW COM 896818101 17,761 269,143 SH   SOLE   269,143 0 0
TARGET CORP COM 87612E106 22,121 270,995 SH   SOLE   270,995 0 0
TJX COS INC NEW COM 872540109 33,800 510,806 SH   SOLE   510,440 0 366
TORCHMARK CORP COM 891027104 12,470 214,195 SH   SOLE   214,195 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,566 42,894 SH   SOLE   42,894 0 0
TOLL BROTHERS INC COM 889478103 30,404 796,123 SH   SOLE   796,123 0 0
TEMPUR SEALY INTL INC COM 88023U101 10,351 157,065 SH   SOLE   157,065 0 0
PRICE T ROWE GROUP INC COM 74144T108 6,341 81,572 SH   SOLE   81,572 0 0
TRAVELERS COMPANIES INC COM 89417E109 125,766 1,301,122 SH   SOLE   1,291,701 0 9,421
TRACTOR SUPPLY CO COM 892356106 36,850 409,723 SH   SOLE   409,723 0 0
TYSON FOODS INC CL A 902494103 8,166 191,553 SH   SOLE   191,553 0 0
TESORO CORP COM 881609101 16,087 190,582 SH   SOLE   190,582 0 0
TIME WARNER CABLE INC COM 88732J207 25,073 140,726 SH   SOLE   140,726 0 0
TIME WARNER INC COM NEW 887317303 57,320 655,764 SH   SOLE   655,693 0 71
TEXAS INSTRS INC COM 882508104 30,532 592,742 SH   SOLE   592,742 0 0
TEXTRON INC COM 883203101 6,596 147,792 SH   SOLE   147,792 0 0
TYCO INTL PLC SHS G91442106 9,862 256,280 SH   SOLE   256,280 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 39,925 280,964 SH   SOLE   280,964 0 0
UNITEDHEALTH GROUP INC COM 91324P102 18,719 153,435 SH   SOLE   153,435 0 0
UNUM GROUP COM 91529Y106 6,304 176,344 SH   SOLE   176,344 0 0
UNION PAC CORP COM 907818108 38,256 401,131 SH   SOLE   401,131 0 0
UNITED PARCEL SERVICE INC CL B 911312106 40,450 417,399 SH   SOLE   417,399 0 0
URBAN OUTFITTERS INC COM 917047102 16,766 479,024 SH   SOLE   479,024 0 0
US BANCORP DEL COM NEW 902973304 56,127 1,293,252 SH   SOLE   1,293,252 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 32,185 185,027 SH   SOLE   185,027 0 0
VISA INC COM CL A 92826C839 15,934 237,285 SH   SOLE   237,285 0 0
VARIAN MED SYS INC COM 92220P105 13,755 163,114 SH   SOLE   163,114 0 0
V F CORP COM 918204108 48,496 695,387 SH   SOLE   695,034 0 353
VIACOM INC NEW CL B 92553P201 23,810 368,346 SH   SOLE   368,346 0 0
VALERO ENERGY CORP NEW COM 91913Y100 39,437 629,991 SH   SOLE   597,568 0 32,423
VERISIGN INC COM 92343E102 45,940 744,337 SH   SOLE   719,222 0 25,115
VERIZON COMMUNICATIONS INC COM 92343V104 247 5,300 SH   SOLE   5,300 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 5,495 65,071 SH   SOLE   65,071 0 0
WESTERN DIGITAL CORP COM 958102105 64,541 823,019 SH   SOLE   788,961 0 34,058
WEC ENERGY GROUP INC COM 92939U106 6,265 139,318 SH   SOLE   139,318 0 0
WELLS FARGO & CO NEW COM 949746101 67,373 1,197,953 SH   SOLE   1,197,953 0 0
WHOLE FOODS MKT INC COM 966837106 6,985 177,098 SH   SOLE   177,098 0 0
WHIRLPOOL CORP COM 963320106 29,641 171,287 SH   SOLE   171,287 0 0
ANTHEM INC COM 036752103 90,658 552,323 SH   SOLE   524,199 0 28,124
WASTE MGMT INC DEL COM 94106L109 21,218 457,777 SH   SOLE   457,777 0 0
WAL-MART STORES INC COM 931142103 47,307 666,948 SH   SOLE   666,414 0 534
GRAHAM HLDGS CO COM 384637104 57,905 53,863 SH   SOLE   47,442 0 6,421
WILLIAMS SONOMA INC COM 969904101 33,268 404,372 SH   SOLE   404,372 0 0
WESTERN UN CO COM 959802109 102,386 5,036,191 SH   SOLE   4,821,756 0 214,435
WEYERHAEUSER CO COM 962166104 48,280 1,532,703 SH   SOLE   1,532,703 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 22,727 277,464 SH   SOLE   277,464 0 0
UNITED STATES STL CORP NEW COM 912909108 13,652 662,095 SH   SOLE   662,095 0 0
XILINX INC COM 983919101 27,930 632,483 SH   SOLE   631,407 0 1,076
EXXON MOBIL CORP COM 30231G102 8,634 103,769 SH   SOLE   103,769 0 0
DENTSPLY INTL INC NEW COM 249030107 22,942 445,040 SH   SOLE   444,562 0 478
XEROX CORP COM 984121103 71,670 6,735,896 SH   SOLE   6,502,158 0 233,738
XYLEM INC COM 98419M100 2,085 56,249 SH   SOLE   56,249 0 0
YAHOO INC COM 984332106 35,634 906,949 SH   SOLE   894,217 0 12,732
YUM BRANDS INC COM 988498101 6,565 72,877 SH   SOLE   72,877 0 0
ZIONS BANCORPORATION COM 989701107 6,731 212,112 SH   SOLE   212,112 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 20,959 191,881 SH   SOLE   191,881 0 0