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
ABBVIE INC COM 00287Y109 35,730 625,529 SH   SOLE   51,452 0 574,077
ANTHEM INC COM 036752103 403,054 2,899,875 SH   SOLE   1,109,907 0 1,789,968
APPLE INC COM 037833100 332,488 3,050,628 SH   SOLE   1,324,907 0 1,725,721
BANK AMER CORP COM 060505104 486,173 35,959,570 SH   SOLE   17,861,070 0 18,098,500
BARCLAYS PLC ADR 06738E204 3,843 445,789 SH   SOLE   445,789 0 0
BED BATH & BEYOND INC COM 075896100 87,673 1,766,168 SH   SOLE   700,886 0 1,065,282
BP PLC SPONSORED ADR 055622104 96,509 3,197,764 SH   SOLE   249,594 0 2,948,170
CABOT OIL & GAS CORP COM 127097103 138,217 6,086,163 SH   SOLE   2,212,200 0 3,873,963
CALATLANTIC GROUP INC COM 128195104 110,794 3,315,188 SH   SOLE   1,604,829 0 1,710,359
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 50 770 SH   SOLE   770 0 0
CIGNA CORPORATION COM 125509109 430,482 3,136,710 SH   SOLE   1,281,697 0 1,855,013
CITIGROUP INC COM NEW 172967424 664,527 15,916,825 SH   SOLE   6,930,825 0 8,986,000
CORNING INC COM 219350105 217,287 10,401,488 SH   SOLE   4,771,888 0 5,629,600
D R HORTON INC COM 23331A109 667,033 22,065,280 SH   SOLE   9,449,080 0 12,616,200
DELPHI AUTOMOTIVE PLC SHS G27823106 333,710 4,448,279 SH   SOLE   1,942,556 0 2,505,723
FIFTH THIRD BANCORP COM 316773100 107,180 6,421,800 SH   SOLE   737,300 0 5,684,500
GENERAL DYNAMICS CORP COM 369550108 239,033 1,819,542 SH   SOLE   709,342 0 1,110,200
GENERAL ELECTRIC CO COM 369604103 150,317 4,728,431 SH   SOLE   2,019,414 0 2,709,017
GENUINE PARTS CO COM 372460105 100,393 1,010,393 SH   SOLE   96,512 0 913,881
GOLDMAN SACHS GROUP INC COM 38141G104 177,217 1,128,913 SH   SOLE   472,313 0 656,600
HCA HOLDINGS INC COM 40412C101 8,539 109,400 SH   SOLE   109,400 0 0
HONDA MOTOR LTD AMERN SHS 438128308 2,086 76,300 SH   SOLE   76,300 0 0
INTEL CORP COM 458140100 300,561 9,290,905 SH   SOLE   4,122,487 0 5,168,418
JOHNSON & JOHNSON COM 478160104 440,752 4,073,489 SH   SOLE   1,952,689 0 2,120,800
JPMORGAN CHASE & CO COM 46625H100 545,692 9,214,658 SH   SOLE   4,657,858 0 4,556,800
LENNAR CORP CL A 526057104 406,093 8,397,295 SH   SOLE   3,447,467 0 4,949,828
LINCOLN NATL CORP IND COM 534187109 39,468 1,006,846 SH   SOLE   112,985 0 893,861
MEDTRONIC PLC SHS G5960L103 330,029 4,400,391 SH   SOLE   2,059,991 0 2,340,400
MERCK & CO INC NEW COM 58933Y105 579,801 10,958,246 SH   SOLE   4,431,846 0 6,526,400
MERITAGE HOMES CORP COM 59001A102 131,728 3,612,950 SH   SOLE   1,756,342 0 1,856,608
METLIFE INC COM 59156R108 236,471 5,381,678 SH   SOLE   1,867,878 0 3,513,800
MICROSOFT CORP COM 594918104 797,967 14,448,066 SH   SOLE   5,991,866 0 8,456,200
NOVARTIS A G SPONSORED ADR 66987V109 326 4,500 SH   SOLE   4,500 0 0
OMNICOM GROUP INC COM 681919106 215,474 2,588,904 SH   SOLE   254,404 0 2,334,500
PFIZER INC COM 717081103 422,412 14,251,409 SH   SOLE   6,741,909 0 7,509,500
PRUDENTIAL FINL INC COM 744320102 33,029 457,345 SH   SOLE   52,731 0 404,614
RANGE RES CORP COM 75281A109 482,519 14,901,760 SH   SOLE   6,443,836 0 8,457,924
RAYTHEON CO COM NEW 755111507 137,593 1,122,020 SH   SOLE   113,837 0 1,008,183
SANOFI SPONSORED ADR 80105N105 3,024 75,300 SH   SOLE   75,300 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 6,761 192,026 SH   SOLE   192,026 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 46,175 224,630 SH   SOLE   27,318 0 197,312
ST JUDE MED INC COM 790849103 288,083 5,237,866 SH   SOLE   2,525,450 0 2,712,416
STANLEY BLACK & DECKER INC COM 854502101 57,971 551,007 SH   SOLE   220,807 0 330,200
SUNTRUST BKS INC COM 867914103 116,176 3,219,956 SH   SOLE   1,007,989 0 2,211,967
SYNCHRONY FINL COM 87165B103 72,391 2,525,864 SH   SOLE   1,100,878 0 1,424,986
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 646,021 24,657,271 SH   SOLE   12,303,171 0 12,354,100
TOTAL S A SPONSORED ADR 89151E109 109 2,400 SH   SOLE   2,400 0 0
UNITEDHEALTH GROUP INC COM 91324P102 390,602 3,030,274 SH   SOLE   1,228,074 0 1,802,200
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 51,926 1,203,384 SH   SOLE   779,247 0 424,137