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
3M Company COM 88579Y101 61,520 374,394 SH   SOLE   356,309 0 18,085
AAR Corporation COM 000361105 12,106 435,767 SH   SOLE   433,837 0 1,930
Aaron's Inc. COM 002535300 39,046 1,277,251 SH   SOLE   1,175,726 0 101,525
Abbott Laboratories COM 002824100 363,344 8,070,717 SH   SOLE   7,212,991 0 857,726
Actavis plc COM G0083B108 763 2,966 SH   SOLE   2,966 0 0
Aircastle Ltd. COM G0129K104 38,449 1,799,201 SH   SOLE   1,718,906 0 80,295
Alaska Air Group Inc. COM 011659109 15,728 263,185 SH   SOLE   262,000 0 1,185
Alere Inc COM 01449J105 101,422 2,669,006 SH   SOLE   2,661,730 0 7,276
Alleghany Corp. COM 017175100 18,772 40,501 SH   SOLE   40,353 0 148
American Equity Investment Lif COM 025676206 29,555 1,012,518 SH   SOLE   964,978 0 47,540
American International Group I COM 026874784 382,342 6,826,308 SH   SOLE   6,149,693 0 676,615
Apple Inc. COM 037833100 230,936 2,092,191 SH   SOLE   2,022,191 0 70,000
Assured Guaranty Ltd. COM G0585R106 10,830 416,691 SH   SOLE   415,171 0 1,520
Avis Budget Group COM 053774105 61,197 922,618 SH   SOLE   918,908 0 3,710
B&G Foods Inc. COM 05508R106 46,653 1,560,312 SH   SOLE   1,445,187 0 115,125
Bank of Marin Bancorp COM 063425102 389 7,395 SH   SOLE   7,395 0 0
Baxter International Inc. COM 071813109 128,798 1,757,369 SH   SOLE   1,700,541 0 56,828
BOK Financial Corp COM 05561Q201 10,581 176,240 SH   SOLE   154,790 0 21,450
Boston Scientific Corp. COM 101137107 309,364 23,348,194 SH   SOLE   20,864,852 0 2,483,342
Broadridge Financial Solutions COM 11133T103 37,037 802,009 SH   SOLE   771,409 0 30,600
Brown & Brown, Inc. COM 115236101 145,315 4,415,530 SH   SOLE   4,252,688 0 162,842
Callaway Golf Co. COM 131193104 3,223 418,572 SH   SOLE   416,011 0 2,561
Capital City Bank Group COM 139674105 218 14,045 SH   SOLE   14,045 0 0
Capital One Financial Corp. COM 14040H105 223,035 2,701,815 SH   SOLE   2,598,363 0 103,452
CareFusion Corp. COM 14170T101 16,588 279,549 SH   SOLE   238,719 0 40,830
Carrizo Oil & Gas Inc. COM 144577103 11,478 275,914 SH   SOLE   274,764 0 1,150
Carter's, Inc. COM 146229109 9,384 107,480 SH   SOLE   106,905 0 575
Catamaran Corporation COM 148887102 26,184 505,966 SH   SOLE   441,261 0 64,705
Cimarex Energy Co. COM 171798101 329,142 3,105,115 SH   SOLE   2,966,450 0 138,665
Cisco Systems Inc. COM 17275R102 221,130 7,950,020 SH   SOLE   7,646,079 0 303,941
Citigroup Inc. COM 172967424 385,437 7,123,221 SH   SOLE   6,472,121 0 651,100
Cleco Corp. COM 12561W105 16,673 305,707 SH   SOLE   292,182 0 13,525
Comcast Corporation Class A COM 20030N101 237,221 4,089,309 SH   SOLE   3,640,224 0 449,085
Contango Oil & Gas Company COM 21075N204 14,938 510,868 SH   SOLE   485,712 0 25,156
Corrections Corp. of America COM 22025Y407 44,206 1,216,467 SH   SOLE   1,144,549 0 71,918
Coty Inc. Class A COM 222070203 10,415 504,135 SH   SOLE   440,945 0 63,190
CSG Systems International Inc. COM 126349109 5,884 234,721 SH   SOLE   232,986 0 1,735
Denbury Resources Inc. COM 247916208 5,833 717,405 SH   SOLE   713,440 0 3,965
Devon Energy Corp. COM 25179M103 313,228 5,117,272 SH   SOLE   4,604,141 0 513,131
Dover Corp. COM 260003108 220,278 3,071,355 SH   SOLE   2,728,621 0 342,734
DST Systems Inc. COM 233326107 37,804 401,529 SH   SOLE   399,869 0 1,660
Eastman Chemical Co. COM 277432100 70,124 924,391 SH   SOLE   874,838 0 49,553
Endurance Specialty Hldgs Ltd COM G30397106 69,553 1,162,309 SH   SOLE   1,094,136 0 68,173
Energen Corp. COM 29265N108 7,162 112,333 SH   SOLE   99,073 0 13,260
Energizer Holdings Inc. COM 29266R108 38,635 300,522 SH   SOLE   278,302 0 22,220
Enstar Group Limited COM G3075P101 33,294 217,766 SH   SOLE   211,021 0 6,745
EOG Resources Inc. COM 26875P101 287,796 3,125,836 SH   SOLE   2,784,419 0 341,417
Express Scripts Holding Co. COM 30219G108 141,667 1,673,172 SH   SOLE   1,578,142 0 95,030
First Horizon National Corp. COM 320517105 36,260 2,670,101 SH   SOLE   2,444,101 0 226,000
First Niagara Financial Group COM 33582V108 6,194 734,730 SH   SOLE   731,395 0 3,335
First Republic Bank/San Fran COM 33616C100 23,868 457,944 SH   SOLE   399,249 0 58,695
Flowers Foods Inc. COM 343498101 52,116 2,715,801 SH   SOLE   2,503,956 0 211,845
Fortress Inv. Group LLC COM 34958B106 30,276 3,775,085 SH   SOLE   3,766,200 0 8,885
Franklin Resources Inc. COM 354613101 206,703 3,733,117 SH   SOLE   3,617,954 0 115,163
Gannett Co. Inc. COM 364730101 174,804 5,474,615 SH   SOLE   5,209,923 0 264,692
GlaxoSmithKline PLC COM 37733W105 2,310 54,042 SH   SOLE   54,042 0 0
Global Sources Ltd. COM G39300101 5,484 862,217 SH   SOLE   810,276 0 51,941
Greatbatch Inc COM 39153L106 20,343 412,640 SH   SOLE   410,810 0 1,830
Greenlight Capital Re Ltd COM G4095J109 29,677 908,932 SH   SOLE   866,062 0 42,870
Groupon Inc. COM 399473107 506 61,230 SH   SOLE   61,230 0 0
HCC Insurance Holdings Inc. COM 404132102 60,975 1,139,286 SH   SOLE   1,098,351 0 40,935
Hillenbrand Inc. COM 431571108 14,127 409,484 SH   SOLE   407,679 0 1,805
Hub Group Inc. COM 443320106 99,681 2,617,669 SH   SOLE   2,461,715 0 155,954
Hyster-Yale Materials Handling COM 449172105 9,105 124,384 SH   SOLE   123,749 0 635
Illinois Tool Works Inc. COM 452308109 192,763 2,035,513 SH   SOLE   1,956,285 0 79,228
Infinity Property and Casualty COM 45665Q103 15,762 204,018 SH   SOLE   193,313 0 10,705
International Business Machine COM 459200101 211,462 1,318,010 SH   SOLE   1,194,319 0 123,691
iShares Russell 1000 Value COM 464287598 3,521 33,730 SH   SOLE   33,283 0 447
iStar Financial Inc. COM 45031U101 82,712 6,059,509 SH   SOLE   5,808,745 0 250,764
ITC Holdings Corp. COM 465685105 24,806 613,557 SH   SOLE   568,817 0 44,740
Jarden Corp COM 471109108 113,209 2,364,432 SH   SOLE   2,268,209 0 96,223
JPMorgan Chase & Co. COM 46625H100 317,154 5,067,970 SH   SOLE   4,487,924 0 580,046
Juniper Networks Inc. COM 48203R104 188,700 8,454,308 SH   SOLE   8,034,988 0 419,320
Kennametal Inc. COM 489170100 30,786 860,190 SH   SOLE   803,060 0 57,130
Kimberly-Clark Corp. COM 494368103 256,295 2,218,237 SH   SOLE   2,014,041 0 204,196
Knowles Corp. COM 49926D109 3,186 135,278 SH   SOLE   109,786 0 25,492
Liberty Global Inc Class A COM G5480U104 857 17,067 SH   SOLE   17,067 0 0
Lifepoint Hospitals Inc. COM 53219L109 31,825 442,562 SH   SOLE   393,737 0 48,825
Linear Technology Corp. COM 535678106 88,582 1,942,588 SH   SOLE   1,807,252 0 135,336
Live Nation Entertainment Inc. COM 538034109 24,493 938,073 SH   SOLE   933,913 0 4,160
Marsh & McLennan Companies Inc COM 571748102 162,708 2,842,559 SH   SOLE   2,688,797 0 153,762
Mattel Inc. COM 577081102 498 16,098 SH   SOLE   16,098 0 0
McDonald's Corp. COM 580135101 65,304 696,944 SH   SOLE   662,469 0 34,475
Medtronic PLC NPV COM G5960L103 265,580 3,678,388 SH   SOLE   3,495,981 0 182,407
MetLife Inc. COM 59156R108 166,302 3,074,545 SH   SOLE   2,973,105 0 101,440
Microsoft Corp. COM 594918104 287,148 6,181,868 SH   SOLE   5,466,987 0 714,881
Mid-America Apartment Communit COM 59522J103 33,511 448,724 SH   SOLE   422,254 0 26,470
Molson Coors Brewing Co. Cl B COM 60871R209 30,975 415,661 SH   SOLE   358,396 0 57,265
Morgan Stanley COM 617446448 317,274 8,177,177 SH   SOLE   7,197,502 0 979,675
National Penn Bancshares Inc. COM 637138108 21,932 2,083,753 SH   SOLE   1,933,633 0 150,120
Nationstar Mortgage Holdings I COM 63861C109 18,203 645,734 SH   SOLE   592,174 0 53,560
Natus Medical Inc COM 639050103 33,729 935,868 SH   SOLE   931,878 0 3,990
Noble Energy Inc. COM 655044105 9,334 196,785 SH   SOLE   171,028 0 25,757
Occidental Petroleum Corp. COM 674599105 161,378 2,001,954 SH   SOLE   1,914,696 0 87,258
Orthofix International NV COM N6748L102 17,032 566,586 SH   SOLE   490,991 0 75,595
Parker Hannifin Corp. COM 701094104 267,389 2,073,586 SH   SOLE   1,869,899 0 203,687
Pfizer Inc. COM 717081103 330,591 10,612,885 SH   SOLE   9,670,343 0 942,542
Philip Morris International In COM 718172109 111,478 1,368,668 SH   SOLE   1,306,481 0 62,187
Popular Inc. COM 733174700 189,558 5,567,057 SH   SOLE   5,460,662 0 106,395
Post Holdings Inc. COM 737446104 49,690 1,186,195 SH   SOLE   1,104,853 0 81,342
Praxair Inc. COM 74005P104 74,347 573,846 SH   SOLE   542,658 0 31,188
Prudential Financial Inc. COM 744320102 257,737 2,849,184 SH   SOLE   2,513,791 0 335,393
Reinsurance Group of America COM 759351604 22,154 252,840 SH   SOLE   238,090 0 14,750
Rosetta Resources Inc. COM 777779307 22,253 997,458 SH   SOLE   993,388 0 4,070
Rovi Corp. COM 779376102 3,082 136,423 SH   SOLE   134,663 0 1,760
Southwestern Energy Co. COM 845467109 15,378 563,504 SH   SOLE   520,174 0 43,330
SPDR S&P 500 ETF Trust COM 78462F103 1,561 7,595 SH   SOLE   7,595 0 0
Staples Inc. COM 855030102 43,738 2,413,816 SH   SOLE   2,126,286 0 287,530
State Bank Financial Corporati COM 856190103 7,914 396,120 SH   SOLE   394,575 0 1,545
Steiner Leisure Ltd. COM P8744Y102 65,257 1,412,193 SH   SOLE   1,327,228 0 84,965
Sterling Bancorp COM 85917A100 12,698 883,065 SH   SOLE   878,842 0 4,223
Stryker Corp. COM 863667101 94,460 1,001,380 SH   SOLE   946,420 0 54,960
SunTrust Banks Inc. COM 867914103 814 19,417 SH   SOLE   19,417 0 0
Sysco Corp. COM 871829107 169,335 4,266,435 SH   SOLE   4,107,938 0 158,497
Tenneco Inc. COM 880349105 24,044 424,736 SH   SOLE   422,866 0 1,870
Teva Pharmaceutical - SP ADR COM 881624209 13,527 235,205 SH   SOLE   230,427 0 4,778
The Brink's Company COM 109696104 18,921 775,127 SH   SOLE   720,752 0 54,375
The First of Long Island Corpo COM 320734106 9,978 351,694 SH   SOLE   306,171 0 45,523
The Goodyear Tire & Rubber Com COM 382550101 196,211 6,867,742 SH   SOLE   6,528,762 0 338,980
The Navigators Group Inc. COM 638904102 75,124 1,024,325 SH   SOLE   992,236 0 32,089
The PNC Financial Services Gro COM 693475105 224,889 2,465,074 SH   SOLE   2,356,092 0 108,982
The Procter & Gamble Company COM 742718109 365,927 4,017,207 SH   SOLE   3,605,459 0 411,748
The Progressive Corporation COM 743315103 187,927 6,962,830 SH   SOLE   6,652,009 0 310,821
The TJX Companies Inc. COM 872540109 262,376 3,825,835 SH   SOLE   3,386,497 0 439,338
The Toro Company COM 891092108 13,457 210,895 SH   SOLE   209,795 0 1,100
The Walt Disney Company COM 254687106 255,650 2,714,193 SH   SOLE   2,395,575 0 318,618
TriMas Corp COM 896215209 14,746 471,260 SH   SOLE   469,110 0 2,150
Trinity Industries Inc. COM 896522109 25,395 906,641 SH   SOLE   902,736 0 3,905
Twenty-First Century Fox Inc COM 90130A200 210,494 5,705,982 SH   SOLE   5,513,440 0 192,542
UGI Corp. COM 902681105 49,131 1,293,612 SH   SOLE   1,205,492 0 88,120
United Technologies Corp. COM 913017109 390,138 3,392,505 SH   SOLE   3,059,860 0 332,645
Universal American Corp COM 91338E101 33,168 3,574,123 SH   SOLE   3,336,248 0 237,875
V.F. Corporation COM 918204108 231,510 3,090,916 SH   SOLE   2,965,061 0 125,855
Vail Resorts, Inc. COM 91879Q109 20,766 227,867 SH   SOLE   226,947 0 920
Valeant Pharmaceuticals Intern COM 91911K102 24,545 171,513 SH   SOLE   168,608 0 2,905
Vantiv Inc COM 92210H105 192,503 5,675,217 SH   SOLE   5,428,452 0 246,765
Wells Fargo & Co. COM 949746101 114,617 2,090,782 SH   SOLE   2,006,388 0 84,394
WGL Holdings Inc. COM 92924F106 227 4,160 SH   SOLE   3,200 0 960
Whirlpool Corp. COM 963320106 266,880 1,377,514 SH   SOLE   1,318,864 0 58,650
Whiting Petroleum Corporation COM 966387102 25,859 783,601 SH   SOLE   737,001 0 46,600
Willis Group Holdings COM G96666105 209,026 4,664,716 SH   SOLE   4,449,618 0 215,098
Winthrop Realty Trust COM 976391300 16,053 1,029,677 SH   SOLE   968,247 0 61,430
XL Group PLC COM G98290102 12,485 363,263 SH   SOLE   319,388 0 43,875