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 39,927 776,785 SH   SOLE   120,008 0 656,777
AETNA INC NEW COM 00817Y108 175,470 2,340,534 SH   SOLE   1,165,834 0 1,174,700
APACHE CORP COM 037411105 156,786 1,890,127 SH   SOLE   789,427 0 1,100,700
APPLE INC COM 037833100 315,388 587,600 SH   SOLE   262,890 0 324,710
BANK OF AMERICA CORPORATION COM 060505104 419,846 24,409,625 SH   SOLE   10,644,225 0 13,765,400
BARCLAYS PLC ADR 06738E204 4,274 272,225 SH   SOLE   272,225 0 0
BED BATH & BEYOND INC COM 075896100 113,966 1,656,482 SH   SOLE   631,600 0 1,024,882
BP PLC SPONSORED ADR 055622104 172,817 3,592,864 SH   SOLE   644,694 0 2,948,170
CHEVRON CORP NEW COM 166764100 48,183 405,207 SH   SOLE   80,007 0 325,200
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 105 1,170 SH   SOLE   1,170 0 0
CIGNA CORPORATION COM 125509109 57,347 684,909 SH   SOLE   488,609 0 196,300
CITIGROUP INC COM NEW 172967424 440,493 9,254,050 SH   SOLE   4,147,750 0 5,106,300
CORNING INC COM 219350105 351,751 16,894,847 SH   SOLE   8,443,947 0 8,450,900
D R HORTON INC COM 23331A109 184,919 8,541,300 SH   SOLE   4,219,600 0 4,321,700
DELPHI AUTOMOTIVE PLC SHS G27823106 262,611 3,869,892 SH   SOLE   1,650,488 0 2,219,404
ENSCO PLC SHS CLASS A G3157S106 158,800 3,008,712 SH   SOLE   1,507,241 0 1,501,471
EXXON MOBIL CORP COM 30231G102 407 4,171 SH   SOLE   4,171 0 0
GENERAL DYNAMICS CORP COM 369550108 202,286 1,857,199 SH   SOLE   762,299 0 1,094,900
GENERAL ELECTRIC CO COM 369604103 184,805 7,138,086 SH   SOLE   3,066,186 0 4,071,900
GENUINE PARTS CO COM 372460105 117,613 1,354,209 SH   SOLE   177,209 0 1,177,000
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 150 2,800 SH   SOLE   2,800 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 200,270 1,222,276 SH   SOLE   563,176 0 659,100
HONDA MOTOR LTD AMERN SHS 438128308 2,014 57,000 SH   SOLE   57,000 0 0
INTEL CORP COM 458140100 426,323 16,517,741 SH   SOLE   7,778,023 0 8,739,718
INTERNATIONAL BUSINESS MACHS COM 459200101 224,321 1,165,367 SH   SOLE   503,142 0 662,225
ISHARES MSCI BRZ CAP ETF 464286400 629 13,967 SH   SOLE   13,967 0 0
ISHARES MSCI STH KOR ETF 464286772 1,883 30,616 SH   SOLE   30,616 0 0
ISHARES MSCI EAFE ETF 464287465 11,325 168,598 SH   SOLE   164,498 0 4,100
JOHNSON & JOHNSON COM 478160104 260,733 2,654,314 SH   SOLE   998,414 0 1,655,900
JPMORGAN CHASE & CO COM 46625H100 400,588 6,598,379 SH   SOLE   3,031,879 0 3,566,500
LINCOLN NATL CORP IND COM 534187109 204,653 4,038,946 SH   SOLE   779,585 0 3,259,361
MEDTRONIC INC COM 585055106 250,161 4,065,011 SH   SOLE   1,892,611 0 2,172,400
MERITAGE HOMES CORP COM 59001A102 70,647 1,686,900 SH   SOLE   823,600 0 863,300
METLIFE INC COM 59156R108 273,246 5,175,107 SH   SOLE   1,830,307 0 3,344,800
MICROSOFT CORP COM 594918104 485,006 11,832,294 SH   SOLE   5,413,594 0 6,418,700
MONDELEZ INTL INC CL A 609207105 13,388 387,500 SH   SOLE   62,700 0 324,800
NOBLE CORP PLC SHS USD G65431101 156,202 4,770,976 SH   SOLE   2,400,698 0 2,370,278
NOVARTIS A G SPONSORED ADR 66987V109 374 4,400 SH   SOLE   4,400 0 0
OMNICOM GROUP INC COM 681919106 204,660 2,819,004 SH   SOLE   519,704 0 2,299,300
PRUDENTIAL FINL INC COM 744320102 54,958 649,239 SH   SOLE   128,402 0 520,837
RAYTHEON CO COM NEW 755111507 122,916 1,244,220 SH   SOLE   236,037 0 1,008,183
RYLAND GROUP INC COM 783764103 89,453 2,240,241 SH   SOLE   901,700 0 1,338,541
SANDISK CORP COM 80004C101 137,630 1,695,161 SH   SOLE   780,061 0 915,100
SANOFI SPONSORED ADR 80105N105 3,963 75,800 SH   SOLE   75,800 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 5,938 135,100 SH   SOLE   135,100 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 74,262 397,040 SH   SOLE   115,110 0 281,930
ST JUDE MED INC COM 790849103 283,650 4,337,820 SH   SOLE   2,062,004 0 2,275,816
STANLEY BLACK & DECKER INC COM 854502101 52,381 644,768 SH   SOLE   319,968 0 324,800
SUNTRUST BKS INC COM 867914103 181,889 4,571,234 SH   SOLE   2,069,267 0 2,501,967
TOTAL S A SPONSORED ADR 89151E109 157 2,400 SH   SOLE   2,400 0 0
UNITEDHEALTH GROUP INC COM 91324P102 308,319 3,760,444 SH   SOLE   1,494,044 0 2,266,400
VALERO ENERGY CORP NEW COM 91913Y100 156,794 2,952,799 SH   SOLE   1,323,199 0 1,629,600
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 22,448 446,184 SH   SOLE   331,784 0 114,400
WAL-MART STORES INC COM 931142103 238,424 3,119,512 SH   SOLE   1,200,312 0 1,919,200
WELLPOINT INC COM 94973V107 283,356 2,846,366 SH   SOLE   1,288,606 0 1,557,760
WELLS FARGO & CO NEW COM 949746101 3,054 61,400 SH   SOLE   61,400 0 0