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
ABBVIE INC COM 00287Y109 50,977 778,985 SH   SOLE   122,208 0 656,777
AETNA INC NEW COM 00817Y108 241,609 2,719,902 SH   SOLE   1,332,602 0 1,387,300
ANTHEM INC COM ADDED 036752103 258,895 2,060,115 SH   SOLE   912,147 0 1,147,968
APACHE CORP COM 037411105 123,862 1,976,416 SH   SOLE   866,616 0 1,109,800
APPLE INC COM 037833100 686,970 6,223,679 SH   SOLE   2,697,888 0 3,525,791
BANK AMER CORP COM 060505104 470,237 26,284,926 SH   SOLE   11,933,826 0 14,351,100
BARCLAYS PLC ADR 06738E204 5,545 369,425 SH   SOLE   369,425 0 0
BED BATH & BEYOND INC COM 075896100 132,966 1,745,650 SH   SOLE   713,968 0 1,031,682
BP PLC SPONSORED ADR 055622104 133,011 3,489,264 SH   SOLE   541,094 0 2,948,170
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 95 1,170 SH   SOLE   1,170 0 0
CIGNA CORPORATION COM 125509109 79,292 770,494 SH   SOLE   565,794 0 204,700
CITIGROUP INC COM NEW 172967424 618,678 11,433,716 SH   SOLE   5,205,216 0 6,228,500
CORNING INC COM 219350105 407,139 17,755,738 SH   SOLE   9,206,538 0 8,549,200
D R HORTON INC COM 23331A109 447,225 17,683,871 SH   SOLE   8,176,771 0 9,507,100
DELPHI AUTOMOTIVE PLC SHS G27823106 298,373 4,103,036 SH   SOLE   1,863,432 0 2,239,604
EXXON MOBIL CORP COM 30231G102 386 4,171 SH   SOLE   4,171 0 0
FIFTH THIRD BANCORP COM 316773100 4,301 211,100 SH   SOLE   211,100 0 0
GENERAL DYNAMICS CORP COM 369550108 263,716 1,916,263 SH   SOLE   817,463 0 1,098,800
GENERAL ELECTRIC CO COM 369604103 188,444 7,457,239 SH   SOLE   3,366,139 0 4,091,100
GENUINE PARTS CO COM 372460105 132,841 1,246,512 SH   SOLE   221,331 0 1,025,181
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 0 0 SH   SOLE   0 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 234,215 1,208,354 SH   SOLE   586,054 0 622,300
HONDA MOTOR LTD AMERN SHS 438128308 1,898 64,300 SH   SOLE   64,300 0 0
INTEL CORP COM 458140100 626,293 17,257,999 SH   SOLE   7,985,581 0 9,272,418
INTERNATIONAL BUSINESS MACHS COM 459200101 193,649 1,206,984 SH   SOLE   540,459 0 666,525
JOHNSON & JOHNSON COM 478160104 286,410 2,738,934 SH   SOLE   1,077,134 0 1,661,800
JPMORGAN CHASE & CO COM 46625H100 515,848 8,243,016 SH   SOLE   4,082,716 0 4,160,300
LENNAR CORP CL A 526057104 35,546 793,256 SH   SOLE   445,365 0 347,891
LINCOLN NATL CORP IND COM 534187109 204,477 3,545,646 SH   SOLE   689,285 0 2,856,361
MEDTRONIC INC COM 585055106 301,524 4,176,233 SH   SOLE   1,990,033 0 2,186,200
MERITAGE HOMES CORP COM 59001A102 121,313 3,370,736 SH   SOLE   1,727,428 0 1,643,308
METLIFE INC COM 59156R108 291,647 5,391,879 SH   SOLE   2,020,079 0 3,371,800
MICROSOFT CORP COM 594918104 596,743 12,846,997 SH   SOLE   5,822,997 0 7,024,000
NOVARTIS A G SPONSORED ADR 66987V109 417 4,500 SH   SOLE   4,500 0 0
NXP SEMICONDUCTORS N V COM N6596X109 9,975 130,564 SH   SOLE   81,500 0 49,064
OMNICOM GROUP INC COM 681919106 223,935 2,890,604 SH   SOLE   556,104 0 2,334,500
PRUDENTIAL FINL INC COM 744320102 45,828 506,616 SH   SOLE   102,002 0 404,614
RAYTHEON CO COM NEW 755111507 135,712 1,254,620 SH   SOLE   246,437 0 1,008,183
RYLAND GROUP INC COM 783764103 132,567 3,437,938 SH   SOLE   1,461,020 0 1,976,918
SANDISK CORP COM 80004C101 135,080 1,378,648 SH   SOLE   609,248 0 769,400
SANOFI SPONSORED ADR 80105N105 3,758 82,400 SH   SOLE   82,400 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 8,014 198,426 SH   SOLE   198,426 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 50,560 246,032 SH   SOLE   42,602 0 203,430
ST JUDE MED INC COM 790849103 321,798 4,948,454 SH   SOLE   2,428,238 0 2,520,216
STANLEY BLACK & DECKER INC COM 854502101 59,909 623,528 SH   SOLE   302,528 0 321,000
SUNTRUST BKS INC COM 867914103 156,903 3,744,695 SH   SOLE   1,506,728 0 2,237,967
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 193,370 8,640,300 SH   SOLE   5,165,800 0 3,474,500
TOTAL S A SPONSORED ADR 89151E109 123 2,400 SH   SOLE   2,400 0 0
UNITEDHEALTH GROUP INC COM 91324P102 339,792 3,361,284 SH   SOLE   1,419,584 0 1,941,700
VALERO ENERGY CORP NEW COM 91913Y100 93,101 1,880,830 SH   SOLE   876,430 0 1,004,400
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 3,565 76,074 SH   SOLE   76,074 0 0
WAL-MART STORES INC COM 931142103 278,496 3,242,850 SH   SOLE   1,312,950 0 1,929,900
WELLS FARGO & CO NEW COM 949746101 3,311 60,400 SH   SOLE   60,400 0 0