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
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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
3M Company COM 88579Y101 282 1,708 SH   SOLE   1,708 0 0
AAR Corporation COM 000361105 12,654 412,197 SH   SOLE   410,267 0 1,930
Aaron's Inc. COM 002535300 41,733 1,474,154 SH   SOLE   1,372,629 0 101,525
Abbott Laboratories COM 002824100 375,592 8,106,888 SH   SOLE   7,266,336 0 840,552
Actavis Plc COM G0083B108 1,220 4,100 SH   SOLE   4,100 0 0
Aircastle Ltd. COM G0129K104 38,612 1,719,130 SH   SOLE   1,658,020 0 61,110
Alaska Air Group Inc. COM 011659109 16,428 248,239 SH   SOLE   247,054 0 1,185
Alere Inc COM 01449J105 124,425 2,544,479 SH   SOLE   2,536,473 0 8,006
Alleghany Corp. COM 017175100 18,681 38,360 SH   SOLE   38,212 0 148
American Equity Investment Lif COM 025676206 9,650 331,285 SH   SOLE   330,280 0 1,005
American International Group I COM 026874784 379,236 6,921,621 SH   SOLE   6,259,396 0 662,225
Apple Inc. COM 037833100 293,913 2,362,076 SH   SOLE   2,122,524 0 239,552
Assured Guaranty Ltd. COM G0585R106 10,371 392,996 SH   SOLE   391,476 0 1,520
Avis Budget Group COM 053774105 55,177 934,959 SH   SOLE   931,249 0 3,710
B&G Foods Inc. COM 05508R106 50,774 1,725,246 SH   SOLE   1,610,121 0 115,125
Bank of Marin Bancorp COM 063425102 376 7,395 SH   SOLE   7,395 0 0
BankUnited Inc COM 06652K103 48,833 1,491,542 SH   SOLE   1,417,691 0 73,851
Baxter International Inc. COM 071813109 120,178 1,754,421 SH   SOLE   1,699,478 0 54,943
BOK Financial Corp COM 05561Q201 32,148 525,130 SH   SOLE   487,910 0 37,220
Borgwarner Inc. COM 099724106 20,250 334,817 SH   SOLE   312,882 0 21,935
Boston Scientific Corp. COM 101137107 362,582 20,427,155 SH   SOLE   18,104,520 0 2,322,635
Bridge Bancorp, Inc. COM 108035106 306 11,830 SH   SOLE   11,830 0 0
Broadridge Financial Solutions COM 11133T103 42,357 769,981 SH   SOLE   742,531 0 27,450
Brown & Brown, Inc. COM 115236101 163,118 4,926,539 SH   SOLE   4,762,802 0 163,737
Callaway Golf Co. COM 131193104 3,762 394,787 SH   SOLE   392,226 0 2,561
Capital City Bank Group COM 139674105 228 14,045 SH   SOLE   14,045 0 0
Capital One Financial Corp. COM 14040H105 278,915 3,538,627 SH   SOLE   3,415,555 0 123,072
Carrizo Oil & Gas Inc. COM 144577103 7,396 148,971 SH   SOLE   147,821 0 1,150
Carter's, Inc. COM 146229109 9,387 101,515 SH   SOLE   100,940 0 575
Catamaran Corporation COM 148887102 35,133 590,081 SH   SOLE   525,376 0 64,705
Cimarex Energy Co. COM 171798101 371,948 3,231,804 SH   SOLE   3,098,281 0 133,523
Cisco Systems Inc. COM 17275R102 183,043 6,650,046 SH   SOLE   6,403,203 0 246,843
Citigroup Inc. COM 172967424 386,416 7,500,305 SH   SOLE   6,857,368 0 642,937
Cleco Corp. COM 12561W105 16,311 299,181 SH   SOLE   285,656 0 13,525
Comcast Corporation Class A COM 20030N101 227,222 4,023,760 SH   SOLE   3,592,124 0 431,636
Comerica Inc. COM 200340107 367 8,123 SH   SOLE   8,123 0 0
Contango Oil & Gas Company COM 21075N204 8,364 380,163 SH   SOLE   378,648 0 1,515
Corrections Corp. of America COM 22025Y407 51,113 1,269,565 SH   SOLE   1,197,647 0 71,918
Coty Inc. Class A COM 222070203 13,438 553,670 SH   SOLE   490,480 0 63,190
CSG Systems International Inc. COM 126349109 16,470 541,956 SH   SOLE   505,841 0 36,115
Devon Energy Corp. COM 25179M103 190,246 3,154,469 SH   SOLE   3,028,888 0 125,581
Dolby Laboratories, Inc. COM 25659T107 274 7,180 SH   SOLE   5,740 0 1,440
Dover Corp. COM 260003108 216,293 3,129,243 SH   SOLE   2,796,671 0 332,572
DST Systems Inc. COM 233326107 42,072 380,020 SH   SOLE   378,360 0 1,660
Eastman Chemical Co. COM 277432100 64,964 937,971 SH   SOLE   886,403 0 51,568
Endurance Specialty Hldgs Ltd COM G30397106 61,674 1,008,730 SH   SOLE   944,278 0 64,452
Energizer Holdings Inc. COM 29266R108 42,208 305,741 SH   SOLE   285,241 0 20,500
Enstar Group Limited COM G3075P101 37,810 266,532 SH   SOLE   259,662 0 6,870
EOG Resources Inc. COM 26875P101 279,598 3,049,379 SH   SOLE   2,718,326 0 331,053
Express Scripts Holding Co. COM 30219G108 138,292 1,593,776 SH   SOLE   1,510,431 0 83,345
First Horizon National Corp. COM 320517105 41,459 2,901,245 SH   SOLE   2,675,245 0 226,000
First Niagara Financial Group COM 33582V108 6,081 687,895 SH   SOLE   684,560 0 3,335
First Republic Bank/San Fran COM 33616C100 30,434 533,094 SH   SOLE   474,399 0 58,695
Flowers Foods Inc. COM 343498101 66,033 2,903,810 SH   SOLE   2,691,965 0 211,845
Fortress Inv. Group LLC COM 34958B106 32,235 3,994,431 SH   SOLE   3,984,286 0 10,145
Franklin Resources Inc. COM 354613101 200,158 3,900,197 SH   SOLE   3,785,837 0 114,360
Gannett Co. Inc. COM 364730101 195,793 5,280,280 SH   SOLE   5,044,903 0 235,377
GlaxoSmithKline PLC COM 37733W105 4,328 93,778 SH   SOLE   93,778 0 0
Global Sources Ltd. COM G39300101 4,801 819,303 SH   SOLE   767,362 0 51,941
Google Inc. Cl A COM 38259P508 231,570 417,469 SH   SOLE   403,495 0 13,974
Greatbatch Inc COM 39153L106 22,535 389,540 SH   SOLE   387,710 0 1,830
Greenlight Capital Re Ltd COM G4095J109 6,088 191,450 SH   SOLE   190,750 0 700
Groupon Inc. COM 399473107 441 61,230 SH   SOLE   61,230 0 0
HCC Insurance Holdings Inc. COM 404132102 24,876 438,965 SH   SOLE   437,395 0 1,570
Hillenbrand Inc. COM 431571108 11,970 387,740 SH   SOLE   385,935 0 1,805
Hub Group Inc. COM 443320106 117,141 2,981,451 SH   SOLE   2,822,405 0 159,046
Hyster-Yale Materials Handling COM 449172105 12,073 164,730 SH   SOLE   163,985 0 745
Illinois Tool Works Inc. COM 452308109 192,898 1,985,768 SH   SOLE   1,916,348 0 69,420
Infinity Property and Casualty COM 45665Q103 17,535 213,710 SH   SOLE   203,005 0 10,705
International Business Machine COM 459200101 215,785 1,344,455 SH   SOLE   1,223,492 0 120,963
iStar Financial Inc. COM 45031U101 86,217 6,632,053 SH   SOLE   6,378,677 0 253,376
ITC Holdings Corp. COM 465685105 35,733 954,652 SH   SOLE   894,787 0 59,865
Jarden Corp COM 471109108 131,786 2,491,236 SH   SOLE   2,395,991 0 95,245
JPMorgan Chase & Co. COM 46625H100 303,997 5,018,111 SH   SOLE   4,451,166 0 566,945
Juniper Networks Inc. COM 48203R104 194,421 8,610,308 SH   SOLE   8,221,404 0 388,904
Kennametal Inc. COM 489170100 33,780 1,002,666 SH   SOLE   935,721 0 66,945
Kimberly-Clark Corp. COM 494368103 240,723 2,247,440 SH   SOLE   2,045,160 0 202,280
Knowles Corp. COM 49926D109 4,353 225,898 SH   SOLE   200,406 0 25,492
Liberty Global Inc Class A COM G5480U104 4,036 78,405 SH   SOLE   78,405 0 0
Lifepoint Hospitals Inc. COM 53219L109 67,079 913,261 SH   SOLE   845,291 0 67,970
Linear Technology Corp. COM 535678106 91,925 1,964,209 SH   SOLE   1,842,766 0 121,443
Live Nation Entertainment Inc. COM 538034109 25,007 991,150 SH   SOLE   986,575 0 4,575
Marsh & McLennan Companies Inc COM 571748102 159,099 2,836,495 SH   SOLE   2,687,281 0 149,214
McDonald's Corp. COM 580135101 65,384 671,014 SH   SOLE   637,064 0 33,950
Medtronic PLC NPV COM G5960L103 278,167 3,566,702 SH   SOLE   3,416,351 0 150,351
MetLife Inc. COM 59156R108 179,017 3,541,381 SH   SOLE   3,441,764 0 99,617
Microsoft Corp. COM 594918104 282,094 6,938,734 SH   SOLE   6,221,240 0 717,494
Mid-America Apartment Communit COM 59522J103 36,971 478,462 SH   SOLE   451,992 0 26,470
Molson Coors Brewing Co. Cl B COM 60871R209 37,104 498,377 SH   SOLE   441,112 0 57,265
Morgan Stanley COM 617446448 294,624 8,255,086 SH   SOLE   7,293,438 0 961,648
National Penn Bancshares Inc. COM 637138108 28,304 2,628,049 SH   SOLE   2,437,714 0 190,335
Nationstar Mortgage Holdings I COM 63861C109 35,382 1,428,434 SH   SOLE   1,325,924 0 102,510
Natus Medical Inc COM 639050103 34,805 881,800 SH   SOLE   877,810 0 3,990
Noble Energy Inc. COM 655044105 11,867 242,684 SH   SOLE   216,927 0 25,757
Occidental Petroleum Corp. COM 674599105 45,286 620,357 SH   SOLE   594,924 0 25,433
Orthofix International NV COM N6748L102 24,749 689,591 SH   SOLE   613,996 0 75,595
Parker Hannifin Corp. COM 701094104 246,861 2,078,307 SH   SOLE   1,881,036 0 197,271
Pfizer Inc. COM 717081103 362,941 10,432,351 SH   SOLE   9,524,923 0 907,428
Philip Morris International In COM 718172109 107,057 1,421,177 SH   SOLE   1,358,401 0 62,776
Popular Inc. COM 733174700 199,296 5,795,174 SH   SOLE   5,688,989 0 106,185
Post Holdings Inc. COM 737446104 62,442 1,333,095 SH   SOLE   1,251,883 0 81,212
Praxair Inc. COM 74005P104 104,925 869,018 SH   SOLE   823,220 0 45,798
Prudential Financial Inc. COM 744320102 210,540 2,621,597 SH   SOLE   2,301,399 0 320,198
Reinsurance Group of America COM 759351604 24,375 261,564 SH   SOLE   246,814 0 14,750
Rosetta Resources Inc. COM 777779307 16,081 944,830 SH   SOLE   940,560 0 4,270
Rovi Corp. COM 779376102 7,102 390,025 SH   SOLE   388,265 0 1,760
Southwestern Energy Co. COM 845467109 23,699 1,021,968 SH   SOLE   931,963 0 90,005
Staples Inc. COM 855030102 35,382 2,172,646 SH   SOLE   1,958,971 0 213,675
State Bank Financial Corporati COM 856190103 7,901 376,220 SH   SOLE   374,675 0 1,545
Steiner Leisure Ltd. COM P8744Y102 67,551 1,425,134 SH   SOLE   1,340,314 0 84,820
Sterling Bancorp COM 85917A100 11,085 826,650 SH   SOLE   822,427 0 4,223
Stryker Corp. COM 863667101 90,991 986,354 SH   SOLE   934,425 0 51,929
SunTrust Banks Inc. COM 867914103 773 18,816 SH   SOLE   18,816 0 0
Sysco Corp. COM 871829107 227,909 6,040,512 SH   SOLE   5,796,981 0 243,531
Tenneco Inc. COM 880349105 23,924 416,655 SH   SOLE   414,785 0 1,870
Teva Pharmaceutical - SP ADR COM 881624209 12,438 199,641 SH   SOLE   196,276 0 3,365
The Brink's Company COM 109696104 21,309 771,234 SH   SOLE   716,859 0 54,375
The First of Long Island Corpo COM 320734106 8,740 342,762 SH   SOLE   297,239 0 45,523
The Goodyear Tire & Rubber Com COM 382550101 188,555 6,962,897 SH   SOLE   6,647,291 0 315,606
The Navigators Group Inc. COM 638904102 80,453 1,033,564 SH   SOLE   1,001,780 0 31,784
The PNC Financial Services Gro COM 693475105 220,760 2,367,651 SH   SOLE   2,271,691 0 95,960
The Procter & Gamble Company COM 742718109 340,135 4,151,027 SH   SOLE   3,738,824 0 412,203
The Progressive Corporation COM 743315103 186,476 6,855,718 SH   SOLE   6,568,149 0 287,569
The TJX Companies Inc. COM 872540109 271,092 3,869,984 SH   SOLE   3,433,648 0 436,336
The Toro Company COM 891092108 13,832 197,255 SH   SOLE   196,155 0 1,100
The Walt Disney Company COM 254687106 270,225 2,576,270 SH   SOLE   2,274,443 0 301,827
TriMas Corp COM 896215209 13,702 445,000 SH   SOLE   442,850 0 2,150
Trinity Industries Inc. COM 896522109 32,399 912,390 SH   SOLE   908,330 0 4,060
Twenty-First Century Fox Inc COM 90130A200 210,492 6,401,839 SH   SOLE   6,205,468 0 196,371
UGI Corp. COM 902681105 49,817 1,528,600 SH   SOLE   1,433,835 0 94,765
United Technologies Corp. COM 913017109 397,350 3,390,362 SH   SOLE   3,069,181 0 321,181
Universal American Corp COM 91338E101 39,014 3,652,986 SH   SOLE   3,415,111 0 237,875
V.F. Corporation COM 918204108 214,385 2,846,704 SH   SOLE   2,737,270 0 109,434
Vail Resorts, Inc. COM 91879Q109 25,595 247,490 SH   SOLE   246,445 0 1,045
Valeant Pharmaceuticals Intern COM 91911K102 35,653 179,505 SH   SOLE   176,675 0 2,830
Vantiv Inc COM 92210H105 224,194 5,946,802 SH   SOLE   5,709,330 0 237,472
Wells Fargo & Co. COM 949746101 75,574 1,389,225 SH   SOLE   1,331,633 0 57,592
WGL Holdings Inc. COM 92924F106 244 4,330 SH   SOLE   3,370 0 960
Whirlpool Corp. COM 963320106 295,529 1,462,579 SH   SOLE   1,404,886 0 57,693
Whiting Petroleum Corporation COM 966387102 12,894 417,285 SH   SOLE   415,465 0 1,820
Willis Group Holdings COM G96666105 240,077 4,982,921 SH   SOLE   4,768,133 0 214,788
Winthrop Realty Trust COM 976391300 15,853 971,410 SH   SOLE   909,980 0 61,430
XL Group PLC COM G98290102 15,089 410,020 SH   SOLE   366,145 0 43,875