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
58 COM INC SPON ADR REP A 31680Q104 87 2,800 SH   SOLE   2,800 0 0
ABBVIE INC COM 00287Y109 35,014 643,523 SH   SOLE   69,446 0 574,077
ANTHEM INC COM 036752103 279,101 1,993,581 SH   SOLE   827,113 0 1,166,468
APPLE INC COM 037833100 690,240 6,257,842 SH   SOLE   2,702,351 0 3,555,491
BANK AMER CORP COM 060505104 427,759 27,455,679 SH   SOLE   12,154,179 0 15,301,500
BARCLAYS PLC ADR 06738E204 6,185 418,489 SH   SOLE   418,489 0 0
BED BATH & BEYOND INC COM 075896100 96,765 1,697,040 SH   SOLE   658,058 0 1,038,982
BP PLC SPONSORED ADR 055622104 101,541 3,322,664 SH   SOLE   374,494 0 2,948,170
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 72 1,170 SH   SOLE   1,170 0 0
CIGNA CORPORATION COM 125509109 245,034 1,814,795 SH   SOLE   937,082 0 877,713
CITIGROUP INC COM NEW 172967424 581,067 11,712,691 SH   SOLE   5,218,991 0 6,493,700
CORNING INC COM 219350105 166,146 9,704,805 SH   SOLE   4,368,605 0 5,336,200
D R HORTON INC COM 23331A109 600,812 20,463,627 SH   SOLE   8,827,927 0 11,635,700
DELPHI AUTOMOTIVE PLC SHS G27823106 308,236 4,053,604 SH   SOLE   1,772,300 0 2,281,304
FIFTH THIRD BANCORP COM 316773100 124,972 6,608,800 SH   SOLE   924,300 0 5,684,500
GENERAL DYNAMICS CORP COM 369550108 239,311 1,734,769 SH   SOLE   663,469 0 1,071,300
GENERAL ELECTRIC CO COM 369604103 183,604 7,280,103 SH   SOLE   3,109,103 0 4,171,000
GENUINE PARTS CO COM 372460105 95,880 1,156,712 SH   SOLE   131,531 0 1,025,181
GOLDMAN SACHS GROUP INC COM 38141G104 181,025 1,041,810 SH   SOLE   444,010 0 597,800
HONDA MOTOR LTD AMERN SHS 438128308 2,446 81,800 SH   SOLE   81,800 0 0
INTEL CORP COM 458140100 264,287 8,768,634 SH   SOLE   3,839,216 0 4,929,418
INTERNATIONAL BUSINESS MACHS COM 459200101 166,661 1,149,623 SH   SOLE   477,898 0 671,725
JOHNSON & JOHNSON COM 478160104 425,694 4,560,189 SH   SOLE   2,101,689 0 2,458,500
JPMORGAN CHASE & CO COM 46625H100 506,889 8,313,738 SH   SOLE   4,066,338 0 4,247,400
LENNAR CORP CL A 526057104 217,488 4,518,761 SH   SOLE   2,276,477 0 2,242,284
LINCOLN NATL CORP IND COM 534187109 49,119 1,034,946 SH   SOLE   141,085 0 893,861
MEDTRONIC PLC SHS G5960L103 276,893 4,136,436 SH   SOLE   1,907,336 0 2,229,100
MERCK & CO INC NEW COM 58933Y105 456,764 9,248,100 SH   SOLE   3,988,300 0 5,259,800
MERITAGE HOMES CORP COM 59001A102 119,513 3,272,546 SH   SOLE   1,598,138 0 1,674,408
METLIFE INC COM 59156R108 246,091 5,219,314 SH   SOLE   1,808,414 0 3,410,900
MICROSOFT CORP COM 594918104 561,407 12,684,299 SH   SOLE   5,601,299 0 7,083,000
NOVARTIS A G SPONSORED ADR 66987V109 414 4,500 SH   SOLE   4,500 0 0
OMNICOM GROUP INC COM 681919106 175,690 2,666,004 SH   SOLE   331,504 0 2,334,500
PRUDENTIAL FINL INC COM 744320102 35,867 470,640 SH   SOLE   66,026 0 404,614
RANGE RES CORP COM 75281A109 249,694 7,773,800 SH   SOLE   3,942,600 0 3,831,200
RAYTHEON CO COM NEW 755111507 126,580 1,158,520 SH   SOLE   150,337 0 1,008,183
RYLAND GROUP INC COM 783764103 123,226 3,018,023 SH   SOLE   1,419,101 0 1,598,922
SANDISK CORP COM 80004C101 73,665 1,355,875 SH   SOLE   577,975 0 777,900
SANOFI SPONSORED ADR 80105N105 3,574 75,300 SH   SOLE   75,300 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 6,829 196,226 SH   SOLE   196,226 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 34,825 181,730 SH   SOLE   32,118 0 149,612
ST JUDE MED INC COM 790849103 307,830 4,879,215 SH   SOLE   2,305,099 0 2,574,116
STANLEY BLACK & DECKER INC COM 854502101 51,645 532,528 SH   SOLE   211,528 0 321,000
SUNTRUST BKS INC COM 867914103 132,404 3,462,443 SH   SOLE   1,208,076 0 2,254,367
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 408,259 19,675,125 SH   SOLE   10,231,625 0 9,443,500
TOTAL S A SPONSORED ADR 89151E109 107 2,400 SH   SOLE   2,400 0 0
UNITEDHEALTH GROUP INC COM 91324P102 332,438 2,865,594 SH   SOLE   1,140,094 0 1,725,500
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 29,323 687,838 SH   SOLE   506,238 0 181,600
WAL-MART STORES INC COM 931142103 203,505 3,138,570 SH   SOLE   1,182,670 0 1,955,900