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 CO COM 88579Y101 17,379 112,630 SH   SOLE   57,115 0 55,515
ABBVIE INC COM 00287Y109 23,577 350,895 SH   SOLE   216,995 0 133,900
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 243 2,515 SH   SOLE   2,515 0 0
ACCO BRANDS CORP COM 00081T108 270 34,730 SH   SOLE   20,695 0 14,035
ACUITY BRANDS INC COM 00508Y102 7,419 41,220 SH   SOLE   31,990 0 9,230
ADVANCED MICRO DEVICES INC COM 007903107 12,927 5,386,160 SH   SOLE   2,986,930 0 2,399,230
AETNA INC NEW COM 00817Y108 10,418 81,735 SH   SOLE   51,750 0 29,985
AG MTG INVT TR INC COM 001228105 644 37,245 SH   SOLE   20,995 0 16,250
AGILENT TECHNOLOGIES INC COM 00846U101 11,340 293,935 SH   SOLE   130,065 0 163,870
AGL RES INC COM 001204106 651 13,980 SH   SOLE   11,235 0 2,745
AIR PRODS & CHEMS INC COM 009158106 358 2,620 SH   SOLE   1,680 0 940
ALASKA AIR GROUP INC COM 011659109 2,043 31,715 SH   SOLE   5,995 0 25,720
ALBANY INTL CORP CL A 012348108 304 7,650 SH   SOLE   5,255 0 2,395
ALCOA INC COM 013817101 6,999 627,755 SH   SOLE   378,660 0 249,095
ALIGN TECHNOLOGY INC COM 016255101 2,370 37,790 SH   SOLE   35,970 0 1,820
ALLERGAN PLC SHS G0177J108 6,049 19,934 SH   SOLE   19,244 0 690
ALLIANT ENERGY CORP COM 018802108 1,912 33,120 SH   SOLE   32,190 0 930
ALLSTATE CORP COM 020002101 1,266 19,515 SH   SOLE   13,305 0 6,210
ALON USA ENERGY INC COM 020520102 278 14,700 SH   SOLE   8,395 0 6,305
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 248 28,380 SH   SOLE   12,885 0 15,495
ALTRIA GROUP INC COM 02209S103 1,088 22,250 SH   SOLE   22,050 0 200
AMAZON COM INC COM 023135106 3,104 7,150 SH   SOLE   4,590 0 2,560
AMBAC FINL GROUP INC COM NEW 023139884 391 23,475 SH   SOLE   13,770 0 9,705
AMERCO COM 023586100 969 2,965 SH   SOLE   2,895 0 70
AMEREN CORP COM 023608102 4,884 129,630 SH   SOLE   43,410 0 86,220
AMERICAN AIRLS GROUP INC COM 02376R102 1,631 40,830 SH   SOLE   3,630 0 37,200
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 2,889 167,765 SH   SOLE   156,735 0 11,030
AMERICAN ELEC PWR INC COM 025537101 1,069 20,190 SH   SOLE   12,115 0 8,075
AMERICAN FINL GROUP INC OHIO COM 025932104 1,917 29,469 SH   SOLE   28,649 0 820
AMERICAN INTL GROUP INC COM NEW 026874784 5,327 86,175 SH   SOLE   63,010 0 23,165
AMERICAN STS WTR CO COM 029899101 562 15,020 SH   SOLE   8,935 0 6,085
AMERICAN WTR WKS CO INC NEW COM 030420103 3,440 70,735 SH   SOLE   26,835 0 43,900
AMERISOURCEBERGEN CORP COM 03073E105 36,066 339,155 SH   SOLE   193,690 0 145,465
AMGEN INC COM 031162100 25,794 168,020 SH   SOLE   105,720 0 62,300
AMTRUST FINL SVCS INC COM 032359309 389 5,945 SH   SOLE   5,290 0 655
ANACOR PHARMACEUTICALS INC COM 032420101 384 4,965 SH   SOLE   2,185 0 2,780
ANSYS INC COM 03662Q105 1,556 17,050 SH   SOLE   16,570 0 480
ANTHEM INC COM 036752103 28,302 172,425 SH   SOLE   92,725 0 79,700
APOLLO INVT CORP COM 03761U106 1,459 206,135 SH   SOLE   200,460 0 5,675
APPLE INC COM 037833100 166,229 1,325,324 SH   SOLE   781,210 0 544,114
ARCHER DANIELS MIDLAND CO COM 039483102 28,476 590,540 SH   SOLE   337,605 0 252,935
ARGAN INC COM 04010E109 354 8,785 SH   SOLE   5,155 0 3,630
ARISTA NETWORKS INC COM 040413106 295 3,615 SH   SOLE   3,615 0 0
ARMOUR RESIDENTIAL REIT INC COM 042315101 428 152,425 SH   SOLE   115,925 0 36,500
ARROW ELECTRS INC COM 042735100 2,389 42,820 SH   SOLE   41,640 0 1,180
ASBURY AUTOMOTIVE GROUP INC COM 043436104 299 3,300 SH   SOLE   1,625 0 1,675
ASHLAND INC NEW COM 044209104 15,066 123,595 SH   SOLE   75,135 0 48,460
ASPEN INSURANCE HOLDINGS LTD SHS G05384105 2,271 47,405 SH   SOLE   46,160 0 1,245
ASSOCIATED ESTATES RLTY CORP COM 045604105 385 13,450 SH   SOLE   8,005 0 5,445
ASSURED GUARANTY LTD COM G0585R106 31,370 1,307,645 SH   SOLE   692,115 0 615,530
AT&T INC COM 00206R102 21,955 618,104 SH   SOLE   343,702 0 274,402
ATMOS ENERGY CORP COM 049560105 19,518 380,625 SH   SOLE   228,695 0 151,930
ATWOOD OCEANICS INC COM 050095108 2,336 88,340 SH   SOLE   84,990 0 3,350
AVAGO TECHNOLOGIES LTD SHS Y0486S104 237 1,780 SH   SOLE   1,780 0 0
AVERY DENNISON CORP COM 053611109 2,031 33,320 SH   SOLE   29,505 0 3,815
AVNET INC COM 053807103 233 5,665 SH   SOLE   0 0 5,665
AVON PRODS INC COM 054303102 496 79,280 SH   SOLE   62,560 0 16,720
BAKER HUGHES INC COM 057224107 359 5,825 SH   SOLE   5,825 0 0
BANK AMER CORP COM 060505104 253 14,875 SH   SOLE   14,280 0 595
BANK NEW YORK MELLON CORP COM 064058100 1,605 38,240 SH   SOLE   25,430 0 12,810
BARNES & NOBLE INC COM 067774109 219 8,435 SH   SOLE   5,090 0 3,345
BEMIS INC COM 081437105 4,094 90,950 SH   SOLE   85,090 0 5,860
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 29,164 214,270 SH   SOLE   122,060 0 92,210
BEST BUY INC COM 086516101 25,069 768,750 SH   SOLE   421,000 0 347,750
BIG LOTS INC COM 089302103 8,851 196,730 SH   SOLE   102,505 0 94,225
BIO RAD LABS INC CL A 090572207 2,936 19,495 SH   SOLE   17,635 0 1,860
BIOGEN INC COM 09062X103 1,608 3,980 SH   SOLE   3,980 0 0
BOEING CO COM 097023105 574 4,140 SH   SOLE   4,040 0 100
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 415 16,435 SH   SOLE   15,635 0 800
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 5,115 385,200 SH   SOLE   80,250 0 304,950
BRINKER INTL INC COM 109641100 1,200 20,815 SH   SOLE   19,545 0 1,270
BRISTOL MYERS SQUIBB CO COM 110122108 378 5,685 SH   SOLE   2,300 0 3,385
BROADCOM CORP CL A 111320107 1,074 20,855 SH   SOLE   18,210 0 2,645
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,862 37,240 SH   SOLE   34,720 0 2,520
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 5,208 438,390 SH   SOLE   73,070 0 365,320
BUILD A BEAR WORKSHOP COM 120076104 236 14,775 SH   SOLE   8,355 0 6,420
BUNGE LIMITED COM G16962105 12,011 136,800 SH   SOLE   66,670 0 70,130
BURLINGTON STORES INC COM 122017106 516 10,080 SH   SOLE   9,795 0 285
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 2,753 44,120 SH   SOLE   43,950 0 170
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 20,571 859,274 SH   SOLE   507,720 0 351,554
CABOT OIL & GAS CORP COM 127097103 3,779 119,810 SH   SOLE   23,970 0 95,840
CAMERON INTERNATIONAL CORP COM 13342B105 2,701 51,570 SH   SOLE   41,810 0 9,760
CAPITAL ONE FINL CORP COM 14040H105 15,137 172,065 SH   SOLE   108,335 0 63,730
CARDINAL FINL CORP COM 14149F109 425 19,485 SH   SOLE   12,455 0 7,030
CARDINAL HEALTH INC COM 14149Y108 14,285 170,770 SH   SOLE   97,060 0 73,710
CARMAX INC COM 143130102 244 3,690 SH   SOLE   3,690 0 0
CARTER INC COM 146229109 7,014 65,980 SH   SOLE   52,755 0 13,225
CATHAY GEN BANCORP COM 149150104 5,980 184,295 SH   SOLE   173,505 0 10,790
CBL & ASSOC PPTYS INC COM 124830100 16,221 1,001,310 SH   SOLE   511,795 0 489,515
CBRE GROUP INC CL A 12504L109 325 8,790 SH   SOLE   8,790 0 0
CDK GLOBAL INC COM 12508E101 1,256 23,260 SH   SOLE   22,680 0 580
CDW CORP COM 12514G108 15,874 463,055 SH   SOLE   292,040 0 171,015
CELANESE CORP DEL COM SER A 150870103 10,585 147,265 SH   SOLE   60,380 0 86,885
CELGENE CORP COM 151020104 240 2,070 SH   SOLE   2,070 0 0
CENTENE CORP DEL COM 15135B101 3,792 47,165 SH   SOLE   44,590 0 2,575
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 176 15,465 SH   SOLE   4,955 0 10,510
CENTURY ALUM CO COM 156431108 185 17,690 SH   SOLE   10,475 0 7,215
CENTURYLINK INC COM 156700106 746 25,395 SH   SOLE   18,950 0 6,445
CF INDS HLDGS INC COM 125269100 6,070 94,425 SH   SOLE   47,375 0 47,050
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 238 1,390 SH   SOLE   900 0 490
CHEESECAKE FACTORY INC COM 163072101 1,121 20,555 SH   SOLE   19,995 0 560
CHEVRON CORP NEW COM 166764100 18,858 195,485 SH   SOLE   108,880 0 86,605
CHICAGO BRIDGE & IRON CO N V COM 167250109 448 8,950 SH   SOLE   3,580 0 5,370
CHILDRENS PL INC COM 168905107 226 3,455 SH   SOLE   2,065 0 1,390
CHIMERA INVT CORP COM NEW 16934Q208 11,338 827,002 SH   SOLE   384,721 0 442,281
CHURCH & DWIGHT INC COM 171340102 612 7,540 SH   SOLE   7,330 0 210
CIGNA CORPORATION COM 125509109 49,688 306,715 SH   SOLE   154,155 0 152,560
CINCINNATI BELL INC NEW COM 171871106 247 64,690 SH   SOLE   40,970 0 23,720
CINTAS CORP COM 172908105 13,308 157,320 SH   SOLE   59,755 0 97,565
CISCO SYS INC COM 17275R102 38,909 1,416,950 SH   SOLE   901,775 0 515,175
CITIGROUP INC COM NEW 172967424 25,294 457,886 SH   SOLE   272,576 0 185,310
CLOROX CO DEL COM 189054109 27,437 263,765 SH   SOLE   140,805 0 122,960
CMS ENERGY CORP COM 125896100 7,817 245,505 SH   SOLE   130,485 0 115,020
COCA COLA CO COM 191216100 347 8,835 SH   SOLE   6,825 0 2,010
COGNEX CORP COM 192422103 1,272 26,440 SH   SOLE   25,700 0 740
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 913 14,945 SH   SOLE   14,945 0 0
COMCAST CORP NEW CL A 20030N101 12,957 215,443 SH   SOLE   135,525 0 79,918
COMERICA INC COM 200340107 209 4,080 SH   SOLE   4,080 0 0
COMMERCIAL METALS CO COM 201723103 1,875 116,615 SH   SOLE   106,385 0 10,230
COMMUNITY HEALTH SYS INC NEW COM 203668108 1,268 20,130 SH   SOLE   19,640 0 490
COMPUTER SCIENCES CORP COM 205363104 7,154 108,982 SH   SOLE   8,550 0 100,432
CONAGRA FOODS INC COM 205887102 904 20,670 SH   SOLE   20,670 0 0
CONOCOPHILLIPS COM 20825C104 12,375 201,515 SH   SOLE   135,800 0 65,715
CONSOL ENERGY INC COM 20854P109 387 17,805 SH   SOLE   17,325 0 480
CONSOLIDATED EDISON INC COM 209115104 846 14,620 SH   SOLE   4,860 0 9,760
CONSTELLATION BRANDS INC CL A 21036P108 469 4,045 SH   SOLE   4,045 0 0
CONVERGYS CORP COM 212485106 1,170 45,915 SH   SOLE   44,070 0 1,845
CON-WAY INC COM 205944101 1,984 51,710 SH   SOLE   46,040 0 5,670
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 3,151 133,870 SH   SOLE   99,600 0 34,270
COSTCO WHSL CORP NEW COM 22160K105 12,320 91,220 SH   SOLE   55,445 0 35,775
COWEN GROUP INC NEW CL A 223622101 614 95,955 SH   SOLE   56,080 0 39,875
CRACKER BARREL OLD CTRY STOR COM 22410J106 985 6,605 SH   SOLE   5,500 0 1,105
CREDIT ACCEP CORP MICH COM 225310101 378 1,535 SH   SOLE   1,490 0 45
CSX CORP COM 126408103 449 13,740 SH   SOLE   8,700 0 5,040
CVS HEALTH CORP COM 126650100 1,088 10,370 SH   SOLE   10,370 0 0
CYS INVTS INC COM 12673A108 175 22,615 SH   SOLE   14,810 0 7,805
CYTEC INDS INC COM 232820100 936 15,470 SH   SOLE   14,480 0 990
DARDEN RESTAURANTS INC COM 237194105 21,738 305,820 SH   SOLE   189,985 0 115,835
DEAN FOODS CO NEW COM NEW 242370203 1,607 99,410 SH   SOLE   89,580 0 9,830
DELPHI AUTOMOTIVE PLC SHS G27823106 340 3,995 SH   SOLE   2,820 0 1,175
DELTA AIR LINES INC DEL COM NEW 247361702 2,560 62,310 SH   SOLE   26,930 0 35,380
DELUXE CORP COM 248019101 3,578 57,710 SH   SOLE   52,175 0 5,535
DENBURY RES INC COM NEW 247916208 1,184 186,150 SH   SOLE   175,080 0 11,070
DIAMONDROCK HOSPITALITY CO COM 252784301 457 35,675 SH   SOLE   22,985 0 12,690
DIGITAL RLTY TR INC COM 253868103 2,592 38,865 SH   SOLE   33,630 0 5,235
DIRECTV COM 25490A309 8,340 89,884 SH   SOLE   54,510 0 35,374
DISCOVER FINL SVCS COM 254709108 3,200 55,540 SH   SOLE   41,505 0 14,035
DISH NETWORK CORP CL A 25470M109 1,482 21,890 SH   SOLE   1,560 0 20,330
DISNEY WALT CO COM DISNEY 254687106 65,544 574,240 SH   SOLE   333,585 0 240,655
DOMINOS PIZZA INC COM 25754A201 2,100 18,520 SH   SOLE   17,030 0 1,490
DONNELLEY R R & SONS CO COM 257867101 559 32,055 SH   SOLE   27,765 0 4,290
DR PEPPER SNAPPLE GROUP INC COM 26138E109 35,105 481,555 SH   SOLE   275,700 0 205,855
DRESSER-RAND GROUP INC COM 261608103 1,170 13,740 SH   SOLE   13,360 0 380
DST SYS INC DEL COM 233326107 3,079 24,440 SH   SOLE   22,655 0 1,785
DTE ENERGY CO COM 233331107 200 2,685 SH   SOLE   455 0 2,230
DUKE ENERGY CORP NEW COM NEW 26441C204 240 3,400 SH   SOLE   685 0 2,715
DUNKIN BRANDS GROUP INC COM 265504100 800 14,550 SH   SOLE   12,990 0 1,560
DYCOM INDS INC COM 267475101 433 7,360 SH   SOLE   4,560 0 2,800
EDGEWELL PERS CARE CO COM 28035Q102 3,366 25,590 SH   SOLE   24,875 0 715
EDWARDS LIFESCIENCES CORP COM 28176E108 25,082 176,100 SH   SOLE   97,015 0 79,085
ELECTRONIC ARTS INC COM 285512109 59,226 890,610 SH   SOLE   516,115 0 374,495
EMCORE CORP COM NEW 290846203 147 24,440 SH   SOLE   19,060 0 5,380
ENDO INTL PLC SHS G30401106 915 11,490 SH   SOLE   11,270 0 220
ENDURANCE SPECIALTY HLDGS LT SHS G30397106 2,292 34,880 SH   SOLE   30,990 0 3,890
ENTERGY CORP NEW COM 29364G103 26,160 371,070 SH   SOLE   229,730 0 141,340
EOG RES INC COM 26875P101 17,949 205,010 SH   SOLE   124,135 0 80,875
EPLUS INC COM 294268107 616 8,035 SH   SOLE   4,600 0 3,435
EPR PPTYS COM SH BEN INT 26884U109 2,380 43,440 SH   SOLE   40,770 0 2,670
EQT CORP COM 26884L109 1,973 24,255 SH   SOLE   15,485 0 8,770
EQUINIX INC COM PAR $0.001 29444U700 503 1,980 SH   SOLE   1,980 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 1,059 20,150 SH   SOLE   18,150 0 2,000
ESSEX PPTY TR INC COM 297178105 337 1,585 SH   SOLE   1,585 0 0
EVEREST RE GROUP LTD COM G3223R108 31,830 174,880 SH   SOLE   102,600 0 72,280
EXELON CORP COM 30161N101 4,784 152,245 SH   SOLE   89,435 0 62,810
EXPEDIA INC DEL COM NEW 30212P303 3,977 36,370 SH   SOLE   27,385 0 8,985
EXPRESS SCRIPTS HLDG CO COM 30219G108 6,242 70,184 SH   SOLE   42,319 0 27,865
EXTRA SPACE STORAGE INC COM 30225T102 2,397 36,755 SH   SOLE   35,185 0 1,570
EXXON MOBIL CORP COM 30231G102 83,702 1,006,039 SH   SOLE   575,901 0 430,138
F5 NETWORKS INC COM 315616102 20,221 168,015 SH   SOLE   95,965 0 72,050
FACEBOOK INC CL A 30303M102 42,937 500,635 SH   SOLE   322,465 0 178,170
FAIRCHILD SEMICONDUCTOR INTL COM 303726103 2,241 128,945 SH   SOLE   113,085 0 15,860
FEDERAL SIGNAL CORP COM 313855108 298 19,970 SH   SOLE   11,685 0 8,285
FELCOR LODGING TR INC COM 31430F101 119 12,075 SH   SOLE   6,790 0 5,285
FIRST AMERN FINL CORP COM 31847R102 851 22,860 SH   SOLE   12,850 0 10,010
FIRST BANCORP P R COM NEW 318672706 199 41,290 SH   SOLE   13,455 0 27,835
FIRST DEFIANCE FINL CORP COM 32006W106 323 8,598 SH   SOLE   6,038 0 2,560
FIRST HORIZON NATL CORP COM 320517105 1,482 94,575 SH   SOLE   92,195 0 2,380
FIVE STAR QUALITY CARE INC COM 33832D106 87 18,185 SH   SOLE   11,760 0 6,425
FLEETCOR TECHNOLOGIES INC COM 339041105 283 1,815 SH   SOLE   1,815 0 0
FLOWERS FOODS INC COM 343498101 613 28,970 SH   SOLE   28,170 0 800
FMC TECHNOLOGIES INC COM 30249U101 6,235 150,270 SH   SOLE   100,445 0 49,825
FOOT LOCKER INC COM 344849104 8,849 132,055 SH   SOLE   89,115 0 42,940
FORTINET INC COM 34959E109 3,108 75,190 SH   SOLE   72,400 0 2,790
FRANKLIN RES INC COM 354613101 6,335 129,215 SH   SOLE   64,100 0 65,115
FRESH DEL MONTE PRODUCE INC ORD G36738105 339 8,770 SH   SOLE   4,560 0 4,210
GATX CORP COM 361448103 806 15,170 SH   SOLE   14,750 0 420
GENERAL CABLE CORP DEL NEW COM 369300108 258 13,075 SH   SOLE   8,295 0 4,780
GENERAL DYNAMICS CORP COM 369550108 37,871 267,280 SH   SOLE   161,370 0 105,910
GENERAL ELECTRIC CO COM 369604103 44,967 1,692,382 SH   SOLE   998,810 0 693,572
GENERAL GROWTH PPTYS INC NEW COM 370023103 213 8,285 SH   SOLE   0 0 8,285
GENERAL MTRS CO COM 37045V100 2,321 69,635 SH   SOLE   51,500 0 18,135
GILEAD SCIENCES INC COM 375558103 72,708 621,015 SH   SOLE   364,505 0 256,510
GLOBAL BRASS & COPPR HLDGS I COM 37953G103 211 12,400 SH   SOLE   10,505 0 1,895
GOLDMAN SACHS GROUP INC COM 38141G104 61,223 293,230 SH   SOLE   169,285 0 123,945
GOODYEAR TIRE & RUBR CO COM 382550101 3,698 122,660 SH   SOLE   105,920 0 16,740
GOOGLE INC CL A 38259P508 17,516 32,434 SH   SOLE   20,148 0 12,286
GOOGLE INC CL C 38259P706 9,932 19,082 SH   SOLE   12,466 0 6,616
GOPRO INC CL A 38268T103 6,928 131,410 SH   SOLE   62,430 0 68,980
GRAHAM HLDGS CO COM 384637104 917 853 SH   SOLE   583 0 270
GRAPHIC PACKAGING HLDG CO COM 388689101 646 46,350 SH   SOLE   45,110 0 1,240
GREAT SOUTHN BANCORP INC COM 390905107 582 13,820 SH   SOLE   7,930 0 5,890
GREAT WESTN BANCORP INC COM 391416104 245 10,170 SH   SOLE   3,960 0 6,210
GREENBRIER COS INC COM 393657101 309 6,595 SH   SOLE   3,035 0 3,560
GROUP 1 AUTOMOTIVE INC COM 398905109 202 2,225 SH   SOLE   1,395 0 830
HALYARD HEALTH INC COM 40650V100 931 22,980 SH   SOLE   22,435 0 545
HANESBRANDS INC COM 410345102 352 10,560 SH   SOLE   10,560 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 423 10,185 SH   SOLE   0 0 10,185
HCC INS HLDGS INC COM 404132102 1,402 18,250 SH   SOLE   17,740 0 510
HCP INC COM 40414L109 248 6,805 SH   SOLE   4,025 0 2,780
HEALTH CARE REIT INC COM 42217K106 297 4,525 SH   SOLE   3,655 0 870
HEALTH NET INC COM 42222G108 5,951 92,805 SH   SOLE   80,365 0 12,440
HEARTLAND FINL USA INC COM 42234Q102 251 6,750 SH   SOLE   3,875 0 2,875
HELEN OF TROY CORP LTD COM G4388N106 300 3,075 SH   SOLE   1,955 0 1,120
HEWLETT PACKARD CO COM 428236103 13,869 462,160 SH   SOLE   325,415 0 136,745
HIGHWOODS PPTYS INC COM 431284108 2,298 57,525 SH   SOLE   48,890 0 8,635
HILLTOP HOLDINGS INC COM 432748101 709 29,415 SH   SOLE   17,245 0 12,170
HNI CORP COM 404251100 2,388 46,685 SH   SOLE   42,595 0 4,090
HOLLYFRONTIER CORP COM 436106108 955 22,360 SH   SOLE   21,735 0 625
HOLOGIC INC COM 436440101 3,193 83,890 SH   SOLE   81,635 0 2,255
HOME DEPOT INC COM 437076102 41,613 374,455 SH   SOLE   227,025 0 147,430
HOME PROPERTIES INC COM 437306103 967 13,240 SH   SOLE   11,470 0 1,770
HONEYWELL INTL INC COM 438516106 23,029 225,845 SH   SOLE   138,955 0 86,890
HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 28,080 974,320 SH   SOLE   576,695 0 397,625
HOST HOTELS & RESORTS INC COM 44107P104 647 32,650 SH   SOLE   22,455 0 10,195
HUDSON PAC PPTYS INC COM 444097109 742 26,155 SH   SOLE   14,800 0 11,355
HUNT J B TRANS SVCS INC COM 445658107 1,097 13,365 SH   SOLE   10,265 0 3,100
HUNTINGTON BANCSHARES INC COM 446150104 1,551 137,145 SH   SOLE   90,145 0 47,000
ICU MED INC COM 44930G107 633 6,615 SH   SOLE   4,040 0 2,575
IDACORP INC COM 451107106 1,809 32,225 SH   SOLE   29,140 0 3,085
ILLINOIS TOOL WKS INC COM 452308109 947 10,320 SH   SOLE   8,485 0 1,835
ILLUMINA INC COM 452327109 592 2,710 SH   SOLE   2,710 0 0
INGERSOLL-RAND PLC SHS G47791101 567 8,410 SH   SOLE   5,050 0 3,360
INGREDION INC COM 457187102 1,545 19,360 SH   SOLE   18,820 0 540
INTEL CORP COM 458140100 11,187 367,825 SH   SOLE   210,440 0 157,385
INTERDIGITAL INC COM 45867G101 4,138 72,730 SH   SOLE   70,170 0 2,560
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 330 3,020 SH   SOLE   3,020 0 0
INTERPUBLIC GROUP COS INC COM 460690100 542 28,115 SH   SOLE   27,350 0 765
INTL FCSTONE INC COM 46116V105 542 16,305 SH   SOLE   9,005 0 7,300
INTL PAPER CO COM 460146103 2,418 50,805 SH   SOLE   15,580 0 35,225
INTUIT COM 461202103 5,218 51,780 SH   SOLE   42,560 0 9,220
INVESCO LTD SHS G491BT108 352 9,390 SH   SOLE   5,930 0 3,460
IPG PHOTONICS CORP COM 44980X109 1,968 23,100 SH   SOLE   22,585 0 515
IRON MTN INC NEW COM 46284V101 910 29,350 SH   SOLE   28,690 0 660
ISLE OF CAPRI CASINOS INC COM 464592104 227 12,480 SH   SOLE   12,480 0 0
ITT CORP NEW COM NEW 450911201 2,648 63,295 SH   SOLE   52,615 0 10,680
JABIL CIRCUIT INC COM 466313103 26,773 1,257,555 SH   SOLE   792,125 0 465,430
JACK IN THE BOX INC COM 466367109 715 8,110 SH   SOLE   7,545 0 565
JANUS CAP GROUP INC COM 47102X105 4,013 234,377 SH   SOLE   228,047 0 6,330
JETBLUE AIRWAYS CORP COM 477143101 26,595 1,281,070 SH   SOLE   842,475 0 438,595
JOHNSON & JOHNSON COM 478160104 89,422 917,526 SH   SOLE   529,003 0 388,523
JONES LANG LASALLE INC COM 48020Q107 2,608 15,249 SH   SOLE   14,084 0 1,165
JPMORGAN CHASE & CO COM 46625H100 90,683 1,338,298 SH   SOLE   781,104 0 557,194
JUNIPER NETWORKS INC COM 48203R104 813 31,300 SH   SOLE   18,100 0 13,200
KBR INC COM 48242W106 19,927 1,022,965 SH   SOLE   571,870 0 451,095
KEYCORP NEW COM 493267108 14,707 979,160 SH   SOLE   432,765 0 546,395
KIMBERLY CLARK CORP COM 494368103 10,000 94,370 SH   SOLE   38,905 0 55,465
KINDER MORGAN INC DEL COM 49456B101 827 21,555 SH   SOLE   21,555 0 0
KOHLS CORP COM 500255104 725 11,575 SH   SOLE   5,260 0 6,315
KROGER CO COM 501044101 41,129 567,215 SH   SOLE   332,100 0 235,115
LABORATORY CORP AMER HLDGS COM NEW 50540R409 524 4,325 SH   SOLE   3,195 0 1,130
LAM RESEARCH CORP COM 512807108 21,289 261,695 SH   SOLE   142,080 0 119,615
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 4,614 130,110 SH   SOLE   118,055 0 12,055
LAZARD LTD SHS A G54050102 5,832 103,705 SH   SOLE   49,000 0 54,705
LEAR CORP COM NEW 521865204 27,063 241,075 SH   SOLE   138,455 0 102,620
LEIDOS HLDGS INC COM 525327102 1,795 44,465 SH   SOLE   39,295 0 5,170
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 476 9,030 SH   SOLE   4,230 0 4,800
LEXMARK INTL NEW CL A 529771107 246 5,565 SH   SOLE   495 0 5,070
LILLY ELI & CO COM 532457108 284 3,400 SH   SOLE   3,400 0 0
LINCOLN NATL CORP IND COM 534187109 480 8,105 SH   SOLE   4,015 0 4,090
LINEAR TECHNOLOGY CORP COM 535678106 8,079 182,650 SH   SOLE   125,140 0 57,510
LOCKHEED MARTIN CORP COM 539830109 7,473 40,200 SH   SOLE   25,570 0 14,630
LOWES COS INC COM 548661107 12,332 184,140 SH   SOLE   105,665 0 78,475
LTC PPTYS INC COM 502175102 413 9,920 SH   SOLE   6,050 0 3,870
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 33,729 325,820 SH   SOLE   191,235 0 134,585
MADISON SQUARE GARDEN CO CL A 55826P100 6,082 72,845 SH   SOLE   43,340 0 29,505
MALLINCKRODT PUB LTD CO SHS G5785G107 20,043 170,264 SH   SOLE   94,189 0 76,075
MANHATTAN ASSOCS INC COM 562750109 1,902 31,885 SH   SOLE   28,380 0 3,505
MARRIOTT INTL INC NEW CL A 571903202 14,896 200,248 SH   SOLE   107,985 0 92,263
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 506 5,515 SH   SOLE   1,995 0 3,520
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 326 24,720 SH   SOLE   24,030 0 690
MASCO CORP COM 574599106 734 27,505 SH   SOLE   26,730 0 775
MASTERCARD INC CL A 57636Q104 424 4,540 SH   SOLE   4,540 0 0
MAXIMUS INC COM 577933104 1,444 21,975 SH   SOLE   20,395 0 1,580
MBIA INC COM 55262C100 413 68,745 SH   SOLE   41,905 0 26,840
MCGRAW HILL FINL INC COM 580645109 18,720 186,360 SH   SOLE   102,625 0 83,735
MEDIVATION INC COM 58501N101 271 2,375 SH   SOLE   1,605 0 770
MEDNAX INC COM 58502B106 1,248 16,840 SH   SOLE   16,365 0 475
MEDTRONIC PLC SHS G5960L103 4,108 55,440 SH   SOLE   42,858 0 12,582
MERCK & CO INC NEW COM 58933Y105 24,504 430,425 SH   SOLE   196,180 0 234,245
MERITOR INC COM 59001K100 225 17,185 SH   SOLE   10,020 0 7,165
MERRIMACK PHARMACEUTICALS IN COM 590328100 198 16,035 SH   SOLE   10,510 0 5,525
METRO BANCORP INC PA COM 59161R101 466 17,845 SH   SOLE   10,215 0 7,630
METTLER TOLEDO INTERNATIONAL COM 592688105 3,761 11,015 SH   SOLE   10,710 0 305
MFA FINL INC COM 55272X102 2,987 404,130 SH   SOLE   329,220 0 74,910
MGIC INVT CORP WIS COM 552848103 885 77,765 SH   SOLE   61,190 0 16,575
MICROSOFT CORP COM 594918104 48,023 1,087,732 SH   SOLE   660,020 0 427,712
MOHAWK INDS INC COM 608190104 355 1,860 SH   SOLE   1,200 0 660
MONSTER BEVERAGE CORP NEW COM 61174X109 9,047 67,505 SH   SOLE   32,455 0 35,050
MORGAN STANLEY COM NEW 617446448 19,497 502,625 SH   SOLE   222,505 0 280,120
MRC GLOBAL INC COM 55345K103 310 20,070 SH   SOLE   20,070 0 0
MULTI FINELINE ELECTRONIX IN COM 62541B101 511 23,375 SH   SOLE   13,315 0 10,060
MURPHY USA INC COM 626755102 6,607 118,368 SH   SOLE   73,955 0 44,413
MYR GROUP INC DEL COM 55405W104 203 6,560 SH   SOLE   4,350 0 2,210
NABORS INDUSTRIES LTD SHS G6359F103 9,369 649,280 SH   SOLE   398,485 0 250,795
NATIONAL RETAIL PPTYS INC COM 637417106 3,600 102,815 SH   SOLE   81,285 0 21,530
NAVIENT CORP COM 63938C108 1,853 101,740 SH   SOLE   96,340 0 5,400
NAVIOS MARITIME ACQUIS CORP SHS Y62159101 162 45,115 SH   SOLE   33,115 0 12,000
NEUSTAR INC CL A 64126X201 930 31,845 SH   SOLE   31,085 0 760
NEW JERSEY RES COM 646025106 711 25,790 SH   SOLE   14,925 0 10,865
NEWFIELD EXPL CO COM 651290108 6,495 179,825 SH   SOLE   93,770 0 86,055
NEWMONT MINING CORP COM 651639106 7,009 300,045 SH   SOLE   170,885 0 129,160
NIKE INC CL B 654106103 18,040 167,005 SH   SOLE   100,645 0 66,360
NOBLE CORP PLC SHS USD G65431101 6,246 405,855 SH   SOLE   245,875 0 159,980
NORTHERN TR CORP COM 665859104 4,855 63,500 SH   SOLE   50,030 0 13,470
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 284 5,070 SH   SOLE   5,070 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 443 1,960 SH   SOLE   1,290 0 670
OCCIDENTAL PETE CORP DEL COM 674599105 929 11,940 SH   SOLE   7,790 0 4,150
OFFICE DEPOT INC COM 676220106 840 96,980 SH   SOLE   88,385 0 8,595
OLD DOMINION FGHT LINES INC COM 679580100 2,253 32,845 SH   SOLE   31,355 0 1,490
OMEGA HEALTHCARE INVS INC COM 681936100 5,658 164,800 SH   SOLE   89,320 0 75,480
OMNICARE INC COM 681904108 2,153 22,840 SH   SOLE   21,365 0 1,475
ONE GAS INC COM 68235P108 766 17,990 SH   SOLE   17,485 0 505
ORACLE CORP COM 68389X105 1,901 47,165 SH   SOLE   3,695 0 43,470
ORMAT TECHNOLOGIES INC COM 686688102 228 6,060 SH   SOLE   3,185 0 2,875
OSHKOSH CORP COM 688239201 713 16,820 SH   SOLE   16,350 0 470
P A M TRANSN SVCS INC COM 693149106 273 4,695 SH   SOLE   2,875 0 1,820
PACCAR INC COM 693718108 40,658 637,180 SH   SOLE   344,950 0 292,230
PACIFIC ETHANOL INC COM PAR $.001 69423U305 286 27,705 SH   SOLE   16,085 0 11,620
PALO ALTO NETWORKS INC COM 697435105 30,577 175,025 SH   SOLE   95,235 0 79,790
PAYLOCITY HLDG CORP COM 70438V106 224 6,235 SH   SOLE   3,205 0 3,030
PDC ENERGY INC COM 69327R101 404 7,530 SH   SOLE   6,755 0 775
PENNEY J C INC COM 708160106 683 80,685 SH   SOLE   68,845 0 11,840
PEPSICO INC COM 713448108 20,370 218,235 SH   SOLE   143,545 0 74,690
PFIZER INC COM 717081103 34,522 1,029,575 SH   SOLE   687,971 0 341,604
PG&E CORP COM 69331C108 7,583 154,435 SH   SOLE   84,935 0 69,500
PHILIP MORRIS INTL INC COM 718172109 21,736 271,125 SH   SOLE   225,505 0 45,620
PHILLIPS 66 COM 718546104 7,594 94,261 SH   SOLE   42,201 0 52,060
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 193 10,980 SH   SOLE   10,980 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 18,259 794,885 SH   SOLE   513,860 0 281,025
PINNACLE FINL PARTNERS INC COM 72346Q104 713 13,105 SH   SOLE   8,070 0 5,035
PITNEY BOWES INC COM 724479100 889 42,725 SH   SOLE   33,985 0 8,740
PLATFORM SPECIALTY PRODS COR COM 72766Q105 291 11,365 SH   SOLE   11,365 0 0
PNM RES INC COM 69349H107 484 19,660 SH   SOLE   19,145 0 515
POLYCOM INC COM 73172K104 140 12,260 SH   SOLE   7,250 0 5,010
POPULAR INC COM NEW 733174700 1,493 51,720 SH   SOLE   50,325 0 1,395
POST PPTYS INC COM 737464107 5,361 98,593 SH   SOLE   64,103 0 34,490
PPL CORP COM 69351T106 724 24,575 SH   SOLE   14,955 0 9,620
PREFERRED BK LOS ANGELES CA COM NEW 740367404 375 12,470 SH   SOLE   7,840 0 4,630
PRIVATEBANCORP INC COM 742962103 838 21,055 SH   SOLE   12,660 0 8,395
PROCTER & GAMBLE CO COM 742718109 24,666 315,265 SH   SOLE   190,695 0 124,570
PRUDENTIAL FINL INC COM 744320102 6,963 79,560 SH   SOLE   31,775 0 47,785
PS BUSINESS PKS INC CALIF COM 69360J107 273 3,780 SH   SOLE   1,790 0 1,990
PUBLIC STORAGE COM 74460D109 20,851 113,095 SH   SOLE   63,720 0 49,375
PUBLIC SVC ENTERPRISE GROUP COM 744573106 23,463 597,320 SH   SOLE   357,455 0 239,865
QUANTUM CORP COM DSSG 747906204 58 34,515 SH   SOLE   17,105 0 17,410
QUESTAR CORP COM 748356102 383 18,325 SH   SOLE   18,325 0 0
REALTY INCOME CORP COM 756109104 1,584 35,685 SH   SOLE   29,305 0 6,380
REGAL BELOIT CORP COM 758750103 1,904 26,225 SH   SOLE   25,495 0 730
REYNOLDS AMERICAN INC COM 761713106 511 6,839 SH   SOLE   6,839 0 0
RLJ LODGING TR COM 74965L101 213 7,165 SH   SOLE   4,655 0 2,510
ROBERT HALF INTL INC COM 770323103 12,675 228,380 SH   SOLE   126,605 0 101,775
ROCKWELL AUTOMATION INC COM 773903109 8,722 69,975 SH   SOLE   30,105 0 39,870
ROCKWELL COLLINS INC COM 774341101 335 3,625 SH   SOLE   3,625 0 0
ROSS STORES INC COM 778296103 3,533 72,690 SH   SOLE   57,670 0 15,020
SANMINA CORPORATION COM 801056102 379 18,790 SH   SOLE   10,590 0 8,200
SCHLUMBERGER LTD COM 806857108 28,976 336,184 SH   SOLE   207,760 0 128,424
SCIENCE APPLICATNS INTL CP N COM 808625107 1,517 28,710 SH   SOLE   27,910 0 800
SEADRILL LIMITED SHS G7945E105 1,511 146,110 SH   SOLE   38,920 0 107,190
SEAGATE TECHNOLOGY PLC SHS G7945M107 398 8,380 SH   SOLE   4,200 0 4,180
SEALED AIR CORP NEW COM 81211K100 2,220 43,205 SH   SOLE   41,945 0 1,260
SEMPRA ENERGY COM 816851109 486 4,910 SH   SOLE   4,910 0 0
SEQUENOM INC COM NEW 817337405 44 14,375 SH   SOLE   6,925 0 7,450
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 482 13,325 SH   SOLE   11,925 0 1,400
SHERWIN WILLIAMS CO COM 824348106 23,865 86,775 SH   SOLE   52,115 0 34,660
SIMON PPTY GROUP INC NEW COM 828806109 7,137 41,250 SH   SOLE   33,540 0 7,710
SKECHERS U S A INC CL A 830566105 13,283 120,990 SH   SOLE   65,880 0 55,110
SLM CORP COM 78442P106 1,524 154,370 SH   SOLE   121,550 0 32,820
SM ENERGY CO COM 78454L100 374 8,105 SH   SOLE   7,325 0 780
SMITH A O COM 831865209 8,130 112,950 SH   SOLE   74,575 0 38,375
SNAP ON INC COM 833034101 16,583 104,135 SH   SOLE   54,390 0 49,745
SOTHEBYS COM 835898107 1,826 40,355 SH   SOLE   39,245 0 1,110
SOUTHERN CO COM 842587107 548 13,080 SH   SOLE   7,540 0 5,540
SOUTHWEST AIRLS CO COM 844741108 21,478 649,090 SH   SOLE   379,720 0 269,370
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 40,280 730,905 SH   SOLE   421,940 0 308,965
ST JUDE MED INC COM 790849103 488 6,685 SH   SOLE   4,970 0 1,715
STARBUCKS CORP COM 855244109 18,082 337,250 SH   SOLE   187,950 0 149,300
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 254 3,130 SH   SOLE   1,610 0 1,520
STATE STR CORP COM 857477103 1,953 25,360 SH   SOLE   25,360 0 0
STEEL DYNAMICS INC COM 858119100 239 11,545 SH   SOLE   0 0 11,545
STOCK YDS BANCORP INC COM 861025104 206 5,440 SH   SOLE   2,910 0 2,530
STRYKER CORP COM 863667101 239 2,505 SH   SOLE   2,505 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 601 40,024 SH   SOLE   24,108 0 15,916
SUNTRUST BKS INC COM 867914103 5,130 119,255 SH   SOLE   47,205 0 72,050
SUPERVALU INC COM 868536103 1,831 226,295 SH   SOLE   215,100 0 11,195
SVB FINL GROUP COM 78486Q101 6,491 45,080 SH   SOLE   41,765 0 3,315
SYNOPSYS INC COM 871607107 582 11,495 SH   SOLE   11,185 0 310
T MOBILE US INC COM 872590104 1,899 48,980 SH   SOLE   3,610 0 45,370
TABLEAU SOFTWARE INC CL A 87336U105 22,215 192,675 SH   SOLE   104,345 0 88,330
TARGET CORP COM 87612E106 23,222 284,475 SH   SOLE   159,675 0 124,800
TECH DATA CORP COM 878237106 979 17,000 SH   SOLE   16,560 0 440
TEEKAY TANKERS LTD CL A Y8565N102 477 72,220 SH   SOLE   36,695 0 35,525
TELEDYNE TECHNOLOGIES INC COM 879360105 209 1,980 SH   SOLE   1,980 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 358 12,160 SH   SOLE   6,400 0 5,760
TEMPUR SEALY INTL INC COM 88023U101 1,438 21,815 SH   SOLE   18,305 0 3,510
TESORO CORP COM 881609101 14,105 167,100 SH   SOLE   96,325 0 70,775
TESSERA TECHNOLOGIES INC COM 88164L100 529 13,920 SH   SOLE   6,815 0 7,105
TEXAS INSTRS INC COM 882508104 20,355 395,175 SH   SOLE   233,665 0 161,510
THORATEC CORP COM NEW 885175307 1,465 32,875 SH   SOLE   31,975 0 900
TIME WARNER INC COM NEW 887317303 29,631 338,990 SH   SOLE   183,650 0 155,340
TITAN MACHY INC COM 88830R101 148 10,045 SH   SOLE   7,785 0 2,260
TRANSDIGM GROUP INC COM 893641100 431 1,920 SH   SOLE   1,820 0 100
TRANSOCEAN LTD REG SHS H8817H100 919 57,000 SH   SOLE   4,190 0 52,810
TRAVELERS COMPANIES INC COM 89417E109 27,721 286,785 SH   SOLE   155,095 0 131,690
TRINITY INDS INC COM 896522109 12,237 463,010 SH   SOLE   304,290 0 158,720
TRIUMPH GROUP INC NEW COM 896818101 621 9,410 SH   SOLE   9,180 0 230
TUPPERWARE BRANDS CORP COM 899896104 1,318 20,425 SH   SOLE   18,560 0 1,865
TYSON FOODS INC CL A 902494103 649 15,235 SH   SOLE   10,625 0 4,610
UGI CORP NEW COM 902681105 5,772 167,560 SH   SOLE   77,175 0 90,385
ULTA SALON COSMETCS & FRAG I COM 90384S303 259 1,680 SH   SOLE   1,130 0 550
UNION PAC CORP COM 907818108 29,709 311,515 SH   SOLE   184,595 0 126,920
UNITED STATES STL CORP NEW COM 912909108 10,135 491,495 SH   SOLE   279,005 0 212,490
UNITED TECHNOLOGIES CORP COM 913017109 491 4,425 SH   SOLE   1,195 0 3,230
UNITED THERAPEUTICS CORP DEL COM 91307C102 21,082 121,195 SH   SOLE   63,340 0 57,855
UNITEDHEALTH GROUP INC COM 91324P102 390 3,200 SH   SOLE   2,970 0 230
UNIVERSAL INS HLDGS INC COM 91359V107 784 32,405 SH   SOLE   18,410 0 13,995
V F CORP COM 918204108 516 7,395 SH   SOLE   5,765 0 1,630
VALERO ENERGY CORP NEW COM 91913Y100 16,439 262,610 SH   SOLE   161,765 0 100,845
VALSPAR CORP COM 920355104 2,128 26,005 SH   SOLE   24,675 0 1,330
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 960 24,200 SH   SOLE   24,200 0 0
VECTREN CORP COM 92240G101 3,483 90,520 SH   SOLE   82,625 0 7,895
VENTAS INC COM 92276F100 755 12,165 SH   SOLE   10,695 0 1,470
VERISIGN INC COM 92343E102 42,826 693,880 SH   SOLE   400,420 0 293,460
VERIZON COMMUNICATIONS INC COM 92343V104 43,757 938,790 SH   SOLE   541,755 0 397,035
VISA INC COM CL A 92826C839 25,078 373,460 SH   SOLE   252,235 0 121,225
VWR CORP COM 91843L103 657 24,580 SH   SOLE   23,890 0 690
WABTEC CORP COM 929740108 2,274 24,130 SH   SOLE   23,450 0 680
WALGREENS BOOTS ALLIANCE INC COM 931427108 401 4,750 SH   SOLE   3,160 0 1,590
WAL-MART STORES INC COM 931142103 8,982 126,625 SH   SOLE   67,845 0 58,780
WASTE MGMT INC DEL COM 94106L109 305 6,570 SH   SOLE   4,650 0 1,920
WATERS CORP COM 941848103 434 3,380 SH   SOLE   2,420 0 960
WATSCO INC COM 942622200 1,183 9,560 SH   SOLE   9,290 0 270
WEBSTER FINL CORP CONN COM 947890109 712 18,000 SH   SOLE   17,500 0 500
WEC ENERGY GROUP INC COM 92939U106 1,303 28,985 SH   SOLE   20,380 0 8,605
WELLS FARGO & CO NEW COM 949746101 69,209 1,230,605 SH   SOLE   670,190 0 560,415
WESTERN ALLIANCE BANCORP COM 957638109 704 20,855 SH   SOLE   12,490 0 8,365
WESTERN REFNG INC COM 959319104 824 18,895 SH   SOLE   18,180 0 715
WESTERN UN CO COM 959802109 12,720 625,680 SH   SOLE   293,825 0 331,855
WGL HLDGS INC COM 92924F106 3,037 55,940 SH   SOLE   52,385 0 3,555
WHITEWAVE FOODS CO COM 966244105 244 4,990 SH   SOLE   4,990 0 0
WILLIAMS SONOMA INC COM 969904101 805 9,780 SH   SOLE   9,510 0 270
WISDOMTREE INVTS INC COM 97717P104 458 20,830 SH   SOLE   19,815 0 1,015
WPX ENERGY INC COM 98212B103 865 70,440 SH   SOLE   68,460 0 1,980
XILINX INC COM 983919101 7,282 164,895 SH   SOLE   88,010 0 76,885
XL GROUP PLC SHS G98290102 1,283 34,495 SH   SOLE   25,165 0 9,330
ZEBRA TECHNOLOGIES CORP CL A 989207105 2,023 18,215 SH   SOLE   17,305 0 910