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 9,166 65,355 SH   SOLE   21,855 0 43,500
AAON INC COM PAR $0.004 000360206 306 9,587 SH   SOLE   6,837 0 2,750
ABBOTT LABS COM 002824100 1,127 29,425 SH   SOLE   29,425 0 0
ABBVIE INC COM 00287Y109 15,648 296,325 SH   SOLE   181,015 0 115,310
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 663 8,075 SH   SOLE   5,175 0 2,900
ACI WORLDWIDE INC COM 004498101 461 7,100 SH   SOLE   6,850 0 250
ACTAVIS PLC SHS G0083B108 2,255 13,425 SH   SOLE   11,908 0 1,517
ACTIVISION BLIZZARD INC COM 00507V109 5,142 288,440 SH   SOLE   63,540 0 224,900
ADVENT SOFTWARE INC COM 007974108 4,981 142,530 SH   SOLE   135,230 0 7,300
AECOM TECHNOLOGY CORP DELAWA COM 00766T100 1,916 65,110 SH   SOLE   61,260 0 3,850
AES CORP COM 00130H105 22,782 1,570,095 SH   SOLE   991,695 0 578,400
AETNA INC NEW COM 00817Y108 5,209 75,945 SH   SOLE   53,840 0 22,105
AGCO CORP COM 001084102 24,378 411,875 SH   SOLE   222,550 0 189,325
ALASKA AIR GROUP INC COM 011659109 2,604 35,500 SH   SOLE   34,150 0 1,350
ALCOA INC COM 013817101 2,171 204,275 SH   SOLE   119,075 0 85,200
ALEXION PHARMACEUTICALS INC COM 015351109 328 2,475 SH   SOLE   2,275 0 200
ALIGN TECHNOLOGY INC COM 016255101 337 5,900 SH   SOLE   4,700 0 1,200
ALLIANT ENERGY CORP COM 018802108 1,968 38,150 SH   SOLE   36,375 0 1,775
ALLIANT TECHSYSTEMS INC COM 018804104 1,051 8,645 SH   SOLE   8,045 0 600
ALTRIA GROUP INC COM 02209S103 356 9,295 SH   SOLE   9,295 0 0
AMAZON COM INC COM 023135106 19,435 48,735 SH   SOLE   25,220 0 23,515
AMERCO COM 023586100 1,804 7,585 SH   SOLE   7,075 0 510
AMEREN CORP COM 023608102 7,012 193,920 SH   SOLE   60,770 0 133,150
AMERICAN AIRLS GROUP INC COM 02376R102 222 8,825 SH   SOLE   6,425 0 2,400
AMERICAN INTL GROUP INC COM NEW 026874784 2,639 51,700 SH   SOLE   27,700 0 24,000
AMERICAN WTR WKS CO INC NEW COM 030420103 9,244 218,750 SH   SOLE   52,550 0 166,200
AMERISOURCEBERGEN CORP COM 03073E105 12,109 172,235 SH   SOLE   78,260 0 93,975
AMGEN INC COM 031162100 41,536 364,099 SH   SOLE   185,987 0 178,112
ANADARKO PETE CORP COM 032511107 949 11,975 SH   SOLE   7,975 0 4,000
ANN INC COM 035623107 3,138 85,840 SH   SOLE   82,240 0 3,600
ANSYS INC COM 03662Q105 1,144 13,130 SH   SOLE   12,480 0 650
AOL INC COM 00184X105 1,779 38,180 SH   SOLE   37,080 0 1,100
APPLE INC COM 037833100 46,470 82,833 SH   SOLE   46,317 0 36,516
APPLIED MATLS INC COM 038222105 383 21,700 SH   SOLE   15,300 0 6,400
ARCHER DANIELS MIDLAND CO COM 039483102 30,657 706,395 SH   SOLE   309,895 0 396,500
ARES CAP CORP COM 04010L103 1,078 60,700 SH   SOLE   58,550 0 2,150
ARKANSAS BEST CORP DEL COM 040790107 293 8,700 SH   SOLE   6,400 0 2,300
ARRAY BIOPHARMA INC COM 04269X105 63 12,575 SH   SOLE   6,625 0 5,950
ARRIS GROUP INC NEW COM 04270V106 242 9,950 SH   SOLE   7,750 0 2,200
ARROW ELECTRS INC COM 042735100 2,590 47,750 SH   SOLE   38,325 0 9,425
ASPEN INSURANCE HOLDINGS LTD SHS G05384105 903 21,875 SH   SOLE   21,150 0 725
ASPEN TECHNOLOGY INC COM 045327103 1,290 30,885 SH   SOLE   28,335 0 2,550
ASSOCIATED BANC CORP COM 045487105 466 26,800 SH   SOLE   25,850 0 950
AT&T INC COM 00206R102 27,908 793,754 SH   SOLE   348,973 0 444,781
ATMOS ENERGY CORP COM 049560105 7,768 171,040 SH   SOLE   55,445 0 115,595
AUTOMATIC DATA PROCESSING IN COM 053015103 589 7,290 SH   SOLE   7,290 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 1,713 32,395 SH   SOLE   5,095 0 27,300
AVERY DENNISON CORP COM 053611109 5,899 117,550 SH   SOLE   94,680 0 22,870
AVNET INC COM 053807103 1,868 42,370 SH   SOLE   33,865 0 8,505
AXCELIS TECHNOLOGIES INC COM 054540109 63 25,850 SH   SOLE   19,800 0 6,050
BABCOCK & WILCOX CO NEW COM 05615F102 700 20,500 SH   SOLE   17,400 0 3,100
BAKER HUGHES INC COM 057224107 7,203 130,365 SH   SOLE   31,665 0 98,700
BALLY TECHNOLOGIES INC COM 05874B107 3,681 46,925 SH   SOLE   44,300 0 2,625
BANCORPSOUTH INC COM 059692103 831 32,700 SH   SOLE   31,625 0 1,075
BANK OF AMERICA CORPORATION COM 060505104 16,521 1,061,080 SH   SOLE   837,030 0 224,050
BARNES GROUP INC COM 067806109 203 5,300 SH   SOLE   3,900 0 1,400
BARRETT BUSINESS SERVICES IN COM 068463108 347 3,750 SH   SOLE   2,825 0 925
BED BATH & BEYOND INC COM 075896100 521 6,500 SH   SOLE   4,500 0 2,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,767 149,865 SH   SOLE   71,965 0 77,900
BEST BUY INC COM 086516101 26,914 674,885 SH   SOLE   289,245 0 385,640
BIOGEN IDEC INC COM 09062X103 7,896 28,245 SH   SOLE   13,660 0 14,585
BLACK HILLS CORP COM 092113109 1,612 30,705 SH   SOLE   29,780 0 925
BOEING CO COM 097023105 26,724 195,800 SH   SOLE   122,800 0 73,000
BOSTON SCIENTIFIC CORP COM 101137107 13,049 1,085,620 SH   SOLE   380,385 0 705,235
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 10,318 732,330 SH   SOLE   208,630 0 523,700
BRINKS CO COM 109696104 1,305 38,240 SH   SOLE   34,115 0 4,125
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,766 196,530 SH   SOLE   181,730 0 14,800
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 2,324 262,215 SH   SOLE   152,015 0 110,200
BRUNSWICK CORP COM 117043109 407 8,850 SH   SOLE   6,900 0 1,950
BUNGE LIMITED COM G16962105 1,161 14,150 SH   SOLE   3,800 0 10,350
BURGER KING WORLDWIDE INC COM 121220107 532 23,300 SH   SOLE   15,400 0 7,900
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 18,840 1,050,770 SH   SOLE   454,805 0 595,965
CABOT OIL & GAS CORP COM 127097103 1,650 42,570 SH   SOLE   40,470 0 2,100
CARDINAL HEALTH INC COM 14149Y108 14,482 216,775 SH   SOLE   116,770 0 100,005
CATHAY GENERAL BANCORP COM 149150104 2,129 79,680 SH   SOLE   77,205 0 2,475
CBL & ASSOC PPTYS INC COM 124830100 518 28,850 SH   SOLE   22,250 0 6,600
CBRE GROUP INC CL A 12504L109 694 26,400 SH   SOLE   24,100 0 2,300
CBS CORP NEW CL B 124857202 15,156 237,780 SH   SOLE   173,880 0 63,900
CELGENE CORP COM 151020104 18,620 110,200 SH   SOLE   56,590 0 53,610
CENTENE CORP DEL COM 15135B101 2,277 38,640 SH   SOLE   36,415 0 2,225
CHARLES RIV LABS INTL INC COM 159864107 3,205 60,440 SH   SOLE   57,290 0 3,150
CHESAPEAKE ENERGY CORP COM 165167107 5,662 208,640 SH   SOLE   57,640 0 151,000
CHEVRON CORP NEW COM 166764100 45,022 360,440 SH   SOLE   156,915 0 203,525
CHIMERA INVT CORP COM 16934Q109 3,866 1,247,225 SH   SOLE   1,114,300 0 132,925
CIENA CORP COM NEW 171779309 3,381 141,325 SH   SOLE   136,800 0 4,525
CIGNA CORPORATION COM 125509109 36,229 414,150 SH   SOLE   168,515 0 245,635
CIMAREX ENERGY CO COM 171798101 2,496 23,795 SH   SOLE   23,045 0 750
CIRCOR INTL INC COM 17273K109 252 3,125 SH   SOLE   1,950 0 1,175
CISCO SYS INC COM 17275R102 1,651 73,635 SH   SOLE   22,190 0 51,445
CITIGROUP INC COM NEW 172967424 44,921 862,051 SH   SOLE   400,961 0 461,090
CLIFFS NAT RES INC COM 18683K101 2,133 81,400 SH   SOLE   32,000 0 49,400
CMS ENERGY CORP COM 125896100 390 14,600 SH   SOLE   11,000 0 3,600
COCA COLA CO COM 191216100 13,402 324,440 SH   SOLE   138,185 0 186,255
COLGATE PALMOLIVE CO COM 194162103 1,571 24,095 SH   SOLE   12,890 0 11,205
COMCAST CORP NEW CL A 20030N101 24,273 467,115 SH   SOLE   280,460 0 186,655
COMERICA INC COM 200340107 7,230 152,095 SH   SOLE   133,145 0 18,950
COMMERCIAL METALS CO COM 201723103 2,383 117,225 SH   SOLE   109,225 0 8,000
COMMVAULT SYSTEMS INC COM 204166102 1,806 24,125 SH   SOLE   23,350 0 775
COMPUTER SCIENCES CORP COM 205363104 41,587 744,235 SH   SOLE   378,660 0 365,575
CONOCOPHILLIPS COM 20825C104 29,898 423,195 SH   SOLE   209,845 0 213,350
CONSTELLATION BRANDS INC CL A 21036P108 4,950 70,340 SH   SOLE   34,140 0 36,200
CONVERGYS CORP COM 212485106 4,016 190,790 SH   SOLE   179,740 0 11,050
CON-WAY INC COM 205944101 583 14,700 SH   SOLE   12,300 0 2,400
CORELOGIC INC COM 21871D103 1,011 28,470 SH   SOLE   27,670 0 800
CORRECTIONS CORP AMER NEW COM NEW 22025Y407 3,202 99,875 SH   SOLE   46,700 0 53,175
COSTCO WHSL CORP NEW COM 22160K105 2,806 23,580 SH   SOLE   3,405 0 20,175
CRACKER BARREL OLD CTRY STOR COM 22410J106 217 1,975 SH   SOLE   1,125 0 850
CRANE CO COM 224399105 2,088 31,060 SH   SOLE   27,985 0 3,075
CREE INC COM 225447101 673 10,775 SH   SOLE   10,400 0 375
CROWN CASTLE INTL CORP COM 228227104 659 8,985 SH   SOLE   8,060 0 925
CUMMINS INC COM 231021106 708 5,025 SH   SOLE   5,025 0 0
CYS INVTS INC COM 12673A108 278 37,575 SH   SOLE   20,550 0 17,025
CYTEC INDS INC COM 232820100 705 7,570 SH   SOLE   7,370 0 200
DECKERS OUTDOOR CORP COM 243537107 410 4,865 SH   SOLE   4,865 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 40,594 1,477,785 SH   SOLE   724,060 0 753,725
DELUXE CORP COM 248019101 267 5,125 SH   SOLE   3,525 0 1,600
DIRECTV COM 25490A309 6,910 100,070 SH   SOLE   42,870 0 57,200
DISCOVER FINL SVCS COM 254709108 23,859 426,435 SH   SOLE   219,120 0 207,315
DOMINOS PIZZA INC COM 25754A201 1,979 28,415 SH   SOLE   7,015 0 21,400
DOMTAR CORP COM NEW 257559203 618 6,560 SH   SOLE   6,410 0 150
DONNELLEY R R & SONS CO COM 257867101 4,967 244,940 SH   SOLE   231,415 0 13,525
DOUGLAS EMMETT INC COM 25960P109 367 15,800 SH   SOLE   11,500 0 4,300
DR PEPPER SNAPPLE GROUP INC COM 26138E109 16,643 341,620 SH   SOLE   146,945 0 194,675
DRIL-QUIP INC COM 262037104 3,922 35,685 SH   SOLE   33,335 0 2,350
DST SYS INC DEL COM 233326107 934 10,300 SH   SOLE   8,500 0 1,800
DU PONT E I DE NEMOURS & CO COM 263534109 11,513 177,215 SH   SOLE   50,265 0 126,950
EDISON INTL COM 281020107 25,347 547,470 SH   SOLE   293,320 0 254,150
ELECTRONIC ARTS INC COM 285512109 8,269 360,475 SH   SOLE   128,325 0 232,150
EMERSON ELEC CO COM 291011104 1,211 17,265 SH   SOLE   9,990 0 7,275
EMPLOYERS HOLDINGS INC COM 292218104 268 8,475 SH   SOLE   5,300 0 3,175
ENDO HEALTH SOLUTIONS INC COM 29264F205 4,901 72,660 SH   SOLE   45,820 0 26,840
ENDURANCE SPECIALTY HLDGS LT SHS G30397106 228 3,900 SH   SOLE   2,800 0 1,100
ENERGIZER HLDGS INC COM 29266R108 1,599 14,780 SH   SOLE   14,255 0 525
ENTRAVISION COMMUNICATIONS C CL A 29382R107 61 10,100 SH   SOLE   7,175 0 2,925
EOG RES INC COM 26875P101 21,470 127,920 SH   SOLE   56,455 0 71,465
EPR PPTYS COM SH BEN INT 26884U109 3,285 66,825 SH   SOLE   64,750 0 2,075
EURONET WORLDWIDE INC COM 298736109 206 4,325 SH   SOLE   3,450 0 875
EVEREST RE GROUP LTD COM G3223R108 52,799 338,740 SH   SOLE   184,405 0 154,335
EXELIS INC COM 30162A108 3,418 179,375 SH   SOLE   167,950 0 11,425
EXPRESS SCRIPTS HLDG CO COM 30219G108 3,407 48,519 SH   SOLE   48,519 0 0
EXTRA SPACE STORAGE INC COM 30225T102 624 14,825 SH   SOLE   14,425 0 400
EXTREME NETWORKS INC COM 30226D106 98 14,075 SH   SOLE   9,675 0 4,400
EXXON MOBIL CORP COM 30231G102 81,196 802,334 SH   SOLE   404,496 0 397,838
FACEBOOK INC CL A 30303M102 9,612 175,890 SH   SOLE   31,350 0 144,540
FEDERAL SIGNAL CORP COM 313855108 287 19,625 SH   SOLE   15,225 0 4,400
FIFTH THIRD BANCORP COM 316773100 19,484 926,515 SH   SOLE   465,875 0 460,640
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 327 11,550 SH   SOLE   6,975 0 4,575
FIRST MIDWEST BANCORP DEL COM 320867104 178 10,200 SH   SOLE   7,150 0 3,050
FIRST SOLAR INC COM 336433107 14,345 262,540 SH   SOLE   130,600 0 131,940
FLEETCOR TECHNOLOGIES INC COM 339041105 277 2,370 SH   SOLE   2,370 0 0
FOOT LOCKER INC COM 344849104 1,412 34,075 SH   SOLE   32,875 0 1,200
FORD MTR CO DEL COM PAR $0.01 345370860 8,122 526,390 SH   SOLE   440,490 0 85,900
FORTUNE BRANDS HOME & SEC IN COM 34964C106 510 11,165 SH   SOLE   10,765 0 400
FRONTIER COMMUNICATIONS CORP COM 35906A108 264 56,850 SH   SOLE   54,800 0 2,050
GAMCO INVESTORS INC COM 361438104 219 2,525 SH   SOLE   1,375 0 1,150
GAMESTOP CORP NEW CL A 36467W109 22,478 456,325 SH   SOLE   250,275 0 206,050
GAP INC DEL COM 364760108 399 10,225 SH   SOLE   9,325 0 900
GARTNER INC COM 366651107 5,269 74,160 SH   SOLE   71,235 0 2,925
GENERAC HLDGS INC COM 368736104 1,267 22,375 SH   SOLE   20,800 0 1,575
GENERAL ELECTRIC CO COM 369604103 50,853 1,814,240 SH   SOLE   885,040 0 929,200
GENERAL GROWTH PPTYS INC NEW COM 370023103 377 18,800 SH   SOLE   13,800 0 5,000
GENTEX CORP COM 371901109 6,766 205,165 SH   SOLE   133,365 0 71,800
GOLDMAN SACHS GROUP INC COM 38141G104 38,524 217,335 SH   SOLE   115,945 0 101,390
GOODYEAR TIRE & RUBR CO COM 382550101 746 31,305 SH   SOLE   25,705 0 5,600
GOOGLE INC CL A 38259P508 37,908 33,825 SH   SOLE   18,585 0 15,240
GRACE W R & CO DEL NEW COM 38388F108 331 3,350 SH   SOLE   3,250 0 100
GREEN MTN COFFEE ROASTERS IN COM 393122106 2,818 37,310 SH   SOLE   35,485 0 1,825
GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 275 8,175 SH   SOLE   4,875 0 3,300
HALLIBURTON CO COM 406216101 1,473 29,030 SH   SOLE   29,030 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 197 13,150 SH   SOLE   9,300 0 3,850
HANESBRANDS INC COM 410345102 26,289 374,115 SH   SOLE   227,165 0 146,950
HANOVER INS GROUP INC COM 410867105 400 6,700 SH   SOLE   5,700 0 1,000
HARRIS CORP DEL COM 413875105 30,544 437,540 SH   SOLE   211,140 0 226,400
HARTFORD FINL SVCS GROUP INC COM 416515104 548 15,130 SH   SOLE   500 0 14,630
HASBRO INC COM 418056107 577 10,500 SH   SOLE   7,850 0 2,650
HCP INC COM 40414L109 1,147 31,605 SH   SOLE   20,055 0 11,550
HEALTH NET INC COM 42222G108 3,252 109,635 SH   SOLE   102,185 0 7,450
HELMERICH & PAYNE INC COM 423452101 23,003 273,595 SH   SOLE   167,595 0 106,000
HENRY JACK & ASSOC INC COM 426281101 549 9,285 SH   SOLE   2,400 0 6,885
HERSHEY CO COM 427866108 695 7,150 SH   SOLE   5,900 0 1,250
HEWLETT PACKARD CO COM 428236103 44,280 1,582,570 SH   SOLE   777,470 0 805,100
HFF INC CL A 40418F108 435 16,225 SH   SOLE   13,000 0 3,225
HIGHWOODS PPTYS INC COM 431284108 4,710 130,240 SH   SOLE   122,690 0 7,550
HILL ROM HLDGS INC COM 431475102 2,312 55,945 SH   SOLE   47,620 0 8,325
HOLLYFRONTIER CORP COM 436106108 1,652 33,250 SH   SOLE   32,150 0 1,100
HOME DEPOT INC COM 437076102 27,541 334,490 SH   SOLE   171,375 0 163,115
HONEYWELL INTL INC COM 438516106 27,483 300,795 SH   SOLE   148,495 0 152,300
HORIZON PHARMA INC COM 44047T109 92 12,125 SH   SOLE   12,125 0 0
HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 5,453 201,740 SH   SOLE   156,565 0 45,175
HOST HOTELS & RESORTS INC COM 44107P104 1,036 53,320 SH   SOLE   46,720 0 6,600
HSN INC COM 404303109 2,070 33,240 SH   SOLE   32,165 0 1,075
HUBBELL INC CL B 443510201 673 6,180 SH   SOLE   5,965 0 215
HUNT J B TRANS SVCS INC COM 445658107 2,401 31,070 SH   SOLE   29,770 0 1,300
HUNTINGTON BANCSHARES INC COM 446150104 573 59,465 SH   SOLE   59,465 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 2,394 26,600 SH   SOLE   25,750 0 850
IDEX CORP COM 45167R104 4,721 63,940 SH   SOLE   61,665 0 2,275
INGREDION INC COM 457187102 1,585 23,165 SH   SOLE   22,440 0 725
INTEL CORP COM 458140100 2,943 113,405 SH   SOLE   54,975 0 58,430
INTELIQUENT INC COM 45825N107 170 14,950 SH   SOLE   11,875 0 3,075
INTELSAT S A COM L5140P101 324 14,400 SH   SOLE   11,300 0 3,100
INTER PARFUMS INC COM 458334109 326 9,125 SH   SOLE   6,875 0 2,250
INTERCONTINENTALEXCHANGE GRO COM 45866F104 921 4,095 SH   SOLE   3,520 0 575
INTERNATIONAL BUSINESS MACHS COM 459200101 16,199 86,366 SH   SOLE   42,546 0 43,820
INTERNATIONAL GAME TECHNOLOG COM 459902102 2,244 123,575 SH   SOLE   27,975 0 95,600
INTERNATIONAL RECTIFIER CORP COM 460254105 1,498 57,495 SH   SOLE   53,570 0 3,925
INTERSIL CORP CL A 46069S109 931 81,195 SH   SOLE   79,270 0 1,925
INTUIT COM 461202103 19,150 250,925 SH   SOLE   149,425 0 101,500
INVACARE CORP COM 461203101 244 10,525 SH   SOLE   6,300 0 4,225
ITT CORP NEW COM NEW 450911201 2,993 68,945 SH   SOLE   63,795 0 5,150
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 237 1,875 SH   SOLE   1,875 0 0
JOHNSON & JOHNSON COM 478160104 63,504 693,358 SH   SOLE   368,313 0 325,045
JOHNSON CTLS INC COM 478366107 6,497 126,665 SH   SOLE   43,675 0 82,990
JPMORGAN CHASE & CO COM 46625H100 34,364 587,621 SH   SOLE   203,137 0 384,484
KIMBERLY CLARK CORP COM 494368103 17,794 170,350 SH   SOLE   95,840 0 74,510
KIMCO RLTY CORP COM 49446R109 389 19,700 SH   SOLE   14,700 0 5,000
KLA-TENCOR CORP COM 482480100 614 9,530 SH   SOLE   4,965 0 4,565
KROGER CO COM 501044101 37,892 958,580 SH   SOLE   456,550 0 502,030
LANNET INC COM 516012101 326 9,850 SH   SOLE   7,100 0 2,750
LAS VEGAS SANDS CORP COM 517834107 6,289 79,745 SH   SOLE   31,445 0 48,300
LEAR CORP COM NEW 521865204 7,005 86,525 SH   SOLE   12,170 0 74,355
LEGG MASON INC COM 524901105 5,045 116,045 SH   SOLE   92,495 0 23,550
LENNOX INTL INC COM 526107107 7,365 86,590 SH   SOLE   62,440 0 24,150
LEXINGTON REALTY TRUST COM 529043101 3,911 383,125 SH   SOLE   364,150 0 18,975
LIBERTY MEDIA CORP DELAWARE CL A 531229102 270 1,850 SH   SOLE   1,600 0 250
LIFE TECHNOLOGIES CORP COM 53217V109 212 2,800 SH   SOLE   2,100 0 700
LILLY ELI & CO COM 532457108 13,473 264,195 SH   SOLE   181,335 0 82,860
LINCOLN ELEC HLDGS INC COM 533900106 2,931 41,095 SH   SOLE   39,770 0 1,325
LINCOLN NATL CORP IND COM 534187109 28,744 556,850 SH   SOLE   343,100 0 213,750
LINEAR TECHNOLOGY CORP COM 535678106 6,431 141,200 SH   SOLE   23,500 0 117,700
LOCKHEED MARTIN CORP COM 539830109 11,604 78,060 SH   SOLE   24,110 0 53,950
LORILLARD INC COM 544147101 21,416 422,580 SH   SOLE   324,880 0 97,700
LOWES COS INC COM 548661107 6,485 130,897 SH   SOLE   31,960 0 98,937
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 31,666 394,455 SH   SOLE   211,305 0 183,150
MACERICH CO COM 554382101 256 4,350 SH   SOLE   3,200 0 1,150
MACK CALI RLTY CORP COM 554489104 257 12,000 SH   SOLE   9,500 0 2,500
MACYS INC COM 55616P104 6,623 124,040 SH   SOLE   30,940 0 93,100
MANHATTAN ASSOCS INC COM 562750109 352 3,000 SH   SOLE   1,775 0 1,225
MANPOWERGROUP INC COM 56418H100 17,530 204,180 SH   SOLE   107,695 0 96,485
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 1,403 97,590 SH   SOLE   66,115 0 31,475
MASTERCARD INC CL A 57636Q104 33,354 39,924 SH   SOLE   21,194 0 18,730
MCGRAW HILL FINL INC COM 580645109 9,539 121,985 SH   SOLE   48,265 0 73,720
MCKESSON CORP COM 58155Q103 14,308 88,650 SH   SOLE   16,305 0 72,345
MDU RES GROUP INC COM 552690109 604 19,780 SH   SOLE   800 0 18,980
MEDNAX INC COM 58502B106 392 7,350 SH   SOLE   7,100 0 250
MEDTRONIC INC COM 585055106 14,775 257,450 SH   SOLE   106,260 0 151,190
MENTOR GRAPHICS CORP COM 587200106 1,181 49,100 SH   SOLE   46,875 0 2,225
MERCK & CO INC NEW COM 58933Y105 2,561 51,175 SH   SOLE   51,175 0 0
METLIFE INC COM 59156R108 835 15,500 SH   SOLE   6,500 0 9,000
MICHAEL KORS HLDGS LTD SHS G60754101 608 7,500 SH   SOLE   6,825 0 675
MICRON TECHNOLOGY INC COM 595112103 12,480 573,805 SH   SOLE   282,045 0 291,760
MICROSOFT CORP COM 594918104 40,781 1,090,125 SH   SOLE   545,900 0 544,225
MINERALS TECHNOLOGIES INC COM 603158106 1,854 30,875 SH   SOLE   29,800 0 1,075
MOHAWK INDS INC COM 608190104 363 2,440 SH   SOLE   0 0 2,440
MONSANTO CO NEW COM 61166W101 830 7,125 SH   SOLE   7,125 0 0
MOODYS CORP COM 615369105 527 6,725 SH   SOLE   5,475 0 1,250
MOTOROLA SOLUTIONS INC COM NEW 620076307 15,776 233,720 SH   SOLE   44,870 0 188,850
MURPHY OIL CORP COM 626717102 725 11,175 SH   SOLE   8,925 0 2,250
MURPHY USA INC COM 626755102 1,086 26,139 SH   SOLE   23,677 0 2,462
MYRIAD GENETICS INC COM 62855J104 796 37,945 SH   SOLE   27,645 0 10,300
NATIONAL FUEL GAS CO N J COM 636180101 8,995 125,990 SH   SOLE   48,890 0 77,100
NCR CORP NEW COM 62886E108 300 8,825 SH   SOLE   8,825 0 0
NELNET INC CL A 64031N108 436 10,350 SH   SOLE   7,750 0 2,600
NETFLIX INC COM 64110L106 42,186 114,585 SH   SOLE   58,245 0 56,340
NEW JERSEY RES COM 646025106 263 5,700 SH   SOLE   3,925 0 1,775
NEWELL RUBBERMAID INC COM 651229106 452 13,975 SH   SOLE   12,475 0 1,500
NIKE INC CL B 654106103 12,418 157,910 SH   SOLE   55,055 0 102,855
NISOURCE INC COM 65473P105 5,705 173,540 SH   SOLE   167,190 0 6,350
NOBLE CORP PLC SHS USD G65431101 5,343 142,600 SH   SOLE   2,100 0 140,500
NORFOLK SOUTHERN CORP COM 655844108 15,751 169,680 SH   SOLE   75,900 0 93,780
NORTHROP GRUMMAN CORP COM 666807102 33,796 294,885 SH   SOLE   136,385 0 158,500
NPS PHARMACEUTICALS INC COM 62936P103 335 11,050 SH   SOLE   7,750 0 3,300
NU SKIN ENTERPRISES INC CL A 67018T105 11,665 84,395 SH   SOLE   48,840 0 35,555
NUCOR CORP COM 670346105 5,980 112,040 SH   SOLE   63,390 0 48,650
O REILLY AUTOMOTIVE INC NEW COM 67103H107 366 2,850 SH   SOLE   2,150 0 700
OASIS PETE INC NEW COM 674215108 214 4,575 SH   SOLE   4,575 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 3,962 41,665 SH   SOLE   18,615 0 23,050
OCEANEERING INTL INC COM 675232102 1,472 18,670 SH   SOLE   17,220 0 1,450
OFFICE DEPOT INC COM 676220106 737 139,375 SH   SOLE   132,325 0 7,050
OLD DOMINION FGHT LINES INC COM 679580100 1,324 24,980 SH   SOLE   23,855 0 1,125
OLD REP INTL CORP COM 680223104 700 40,545 SH   SOLE   23,145 0 17,400
OMEGA HEALTHCARE INVS INC COM 681936100 10,714 359,555 SH   SOLE   181,605 0 177,950
OMNICARE INC COM 681904108 616 10,215 SH   SOLE   9,890 0 325
ORACLE CORP COM 68389X105 17,778 464,680 SH   SOLE   270,365 0 194,315
OSHKOSH CORP COM 688239201 15,114 300,005 SH   SOLE   202,480 0 97,525
OWENS & MINOR INC NEW COM 690732102 1,335 36,535 SH   SOLE   33,260 0 3,275
PACCAR INC COM 693718108 331 5,600 SH   SOLE   5,600 0 0
PACKAGING CORP AMER COM 695156109 28,008 442,605 SH   SOLE   247,345 0 195,260
PALL CORP COM 696429307 641 7,520 SH   SOLE   900 0 6,620
PARKER HANNIFIN CORP COM 701094104 3,820 29,700 SH   SOLE   12,700 0 17,000
PARTNERRE LTD COM G6852T105 10,159 96,365 SH   SOLE   59,115 0 37,250
PDL BIOPHARMA INC COM 69329Y104 261 30,950 SH   SOLE   20,600 0 10,350
PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 248 13,100 SH   SOLE   11,025 0 2,075
PEPSICO INC COM 713448108 17,294 208,520 SH   SOLE   144,630 0 63,890
PFIZER INC COM 717081103 63,718 2,080,256 SH   SOLE   952,667 0 1,127,589
PHILLIPS 66 COM 718546104 14,254 184,809 SH   SOLE   95,434 0 89,375
PILGRIMS PRIDE CORP NEW COM 72147K108 2,448 150,695 SH   SOLE   143,620 0 7,075
PITNEY BOWES INC COM 724479100 1,152 49,475 SH   SOLE   42,800 0 6,675
PNC FINL SVCS GROUP INC COM 693475105 5,750 74,125 SH   SOLE   24,325 0 49,800
PNM RES INC COM 69349H107 1,579 65,495 SH   SOLE   63,670 0 1,825
POLARIS INDS INC COM 731068102 6,615 45,425 SH   SOLE   27,750 0 17,675
PPG INDS INC COM 693506107 34,177 180,205 SH   SOLE   80,855 0 99,350
PRECISION CASTPARTS CORP COM 740189105 294 1,095 SH   SOLE   0 0 1,095
PRICELINE COM INC COM NEW 741503403 8,788 7,561 SH   SOLE   4,989 0 2,572
PROCTER & GAMBLE CO COM 742718109 32,813 403,065 SH   SOLE   193,215 0 209,850
PRUDENTIAL FINL INC COM 744320102 2,260 24,515 SH   SOLE   12,725 0 11,790
PUBLIC STORAGE COM 74460D109 27,604 183,395 SH   SOLE   96,695 0 86,700
PUBLIC SVC ENTERPRISE GROUP COM 744573106 7,247 226,200 SH   SOLE   77,200 0 149,000
PULTE GROUP INC COM 745867101 1,209 59,355 SH   SOLE   58,155 0 1,200
QUALCOMM INC COM 747525103 11,680 157,315 SH   SOLE   111,455 0 45,860
QUANTA SVCS INC COM 74762E102 1,028 32,595 SH   SOLE   21,495 0 11,100
QUESTAR CORP COM 748356102 1,050 45,715 SH   SOLE   44,690 0 1,025
QUESTCOR PHARMACEUTICALS INC COM 74835Y101 2,116 38,875 SH   SOLE   37,375 0 1,500
REALTY INCOME CORP COM 756109104 343 9,200 SH   SOLE   6,700 0 2,500
REGAL ENTMT GROUP CL A 758766109 362 18,650 SH   SOLE   14,750 0 3,900
REGENERON PHARMACEUTICALS COM 75886F107 412 1,500 SH   SOLE   1,500 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 401 4,120 SH   SOLE   2,620 0 1,500
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 134 11,750 SH   SOLE   7,500 0 4,250
RESMED INC COM 761152107 5,419 115,120 SH   SOLE   109,295 0 5,825
REYNOLDS AMERICAN INC COM 761713106 271 5,425 SH   SOLE   5,425 0 0
RF MICRODEVICES INC COM 749941100 96 18,650 SH   SOLE   12,450 0 6,200
RLJ LODGING TR COM 74965L101 2,824 116,125 SH   SOLE   111,400 0 4,725
ROBERT HALF INTL INC COM 770323103 409 9,750 SH   SOLE   9,425 0 325
ROCKWELL AUTOMATION INC COM 773903109 8,655 73,255 SH   SOLE   30,385 0 42,870
ROLLINS INC COM 775711104 421 13,900 SH   SOLE   13,400 0 500
RPC INC COM 749660106 1,107 62,070 SH   SOLE   58,470 0 3,600
SANDISK CORP COM 80004C101 22,893 324,540 SH   SOLE   121,335 0 203,205
SANMINA CORPORATION COM 801056102 176 10,550 SH   SOLE   7,925 0 2,625
SCHEIN HENRY INC COM 806407102 3,422 29,955 SH   SOLE   29,030 0 925
SCHLUMBERGER LTD COM 806857108 13,659 151,590 SH   SOLE   149,190 0 2,400
SCOTTS MIRACLE GRO CO CL A 810186106 771 12,395 SH   SOLE   12,020 0 375
SEACOR HOLDINGS INC COM 811904101 3,624 39,740 SH   SOLE   8,935 0 30,805
SEAGATE TECHNOLOGY PLC SHS G7945M107 15,939 283,819 SH   SOLE   222,699 0 61,120
SEI INVESTMENTS CO COM 784117103 2,518 72,520 SH   SOLE   67,720 0 4,800
SIGMA ALDRICH CORP COM 826552101 263 2,800 SH   SOLE   2,400 0 400
SIMON PPTY GROUP INC NEW COM 828806109 5,527 36,325 SH   SOLE   16,410 0 19,915
SKYWORKS SOLUTIONS INC COM 83088M102 2,500 87,540 SH   SOLE   84,740 0 2,800
SLM CORP COM 78442P106 23,549 896,085 SH   SOLE   407,605 0 488,480
SM ENERGY CO COM 78454L100 26,529 319,205 SH   SOLE   178,805 0 140,400
SMITH & WESSON HLDG CORP COM 831756101 141 10,525 SH   SOLE   10,525 0 0
SMITH A O COM 831865209 5,227 96,920 SH   SOLE   40,195 0 56,725
SNAP ON INC COM 833034101 5,211 47,585 SH   SOLE   13,650 0 33,935
SOLERA HOLDINGS INC COM 83421A104 1,600 22,615 SH   SOLE   21,865 0 750
SOTHEBYS COM 835898107 1,686 31,695 SH   SOLE   30,620 0 1,075
SOUTHWESTERN ENERGY CO COM 845467109 218 5,550 SH   SOLE   3,750 0 1,800
SPX CORP COM 784635104 502 5,045 SH   SOLE   3,795 0 1,250
ST JUDE MED INC COM 790849103 29,603 477,865 SH   SOLE   264,845 0 213,020
STANCORP FINL GROUP INC COM 852891100 10,869 164,067 SH   SOLE   69,942 0 94,125
STAPLES INC COM 855030102 483 30,400 SH   SOLE   23,700 0 6,700
STARBUCKS CORP COM 855244109 18,499 235,995 SH   SOLE   142,425 0 93,570
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 15,757 198,330 SH   SOLE   107,565 0 90,765
STEEL DYNAMICS INC COM 858119100 1,249 63,965 SH   SOLE   37,700 0 26,265
STRATASYS LTD SHS M85548101 299 2,220 SH   SOLE   2,220 0 0
SUNPOWER CORP COM 867652406 1,653 55,465 SH   SOLE   51,890 0 3,575
SUNTRUST BKS INC COM 867914103 201 5,475 SH   SOLE   5,475 0 0
SUPERVALU INC COM 868536103 1,467 201,255 SH   SOLE   194,805 0 6,450
SVB FINL GROUP COM 78486Q101 2,671 25,480 SH   SOLE   24,680 0 800
SWIFT TRANSN CO CL A 87074U101 219 9,900 SH   SOLE   7,550 0 2,350
SYNNEX CORP COM 87162W100 330 4,900 SH   SOLE   3,425 0 1,475
SYNTEL INC COM 87162H103 252 2,775 SH   SOLE   1,775 0 1,000
SYSCO CORP COM 871829107 517 14,345 SH   SOLE   1,200 0 13,145
TARGET CORP COM 87612E106 582 9,200 SH   SOLE   9,200 0 0
TEREX CORP NEW COM 880779103 1,402 33,400 SH   SOLE   32,225 0 1,175
TEXAS INSTRS INC COM 882508104 4,187 95,375 SH   SOLE   90,675 0 4,700
THOR INDS INC COM 885160101 1,611 29,170 SH   SOLE   28,320 0 850
THORATEC CORP COM NEW 885175307 565 15,445 SH   SOLE   14,895 0 550
TIME WARNER INC COM NEW 887317303 12,183 174,755 SH   SOLE   47,090 0 127,665
TJX COS INC NEW COM 872540109 24,050 377,380 SH   SOLE   256,275 0 121,105
T-MOBILE US INC COM 872590104 255 7,600 SH   SOLE   5,500 0 2,100
TORO CO COM 891092108 779 12,250 SH   SOLE   11,100 0 1,150
TRACTOR SUPPLY CO COM 892356106 3,403 43,870 SH   SOLE   41,120 0 2,750
TRAVELERS COMPANIES INC COM 89417E109 21,724 239,945 SH   SOLE   100,460 0 139,485
TRINITY INDS INC COM 896522109 10,481 192,255 SH   SOLE   104,655 0 87,600
TRUSTCO BK CORP N Y COM 898349105 210 29,325 SH   SOLE   17,575 0 11,750
TUTOR PERINI CORP COM 901109108 201 7,650 SH   SOLE   6,225 0 1,425
TWENTY FIRST CENTY FOX INC CL A 90130A101 873 24,850 SH   SOLE   24,850 0 0
TYSON FOODS INC CL A 902494103 32,679 976,685 SH   SOLE   551,110 0 425,575
UBIQUITI NETWORKS INC COM 90347A100 255 5,550 SH   SOLE   3,975 0 1,575
UNION PAC CORP COM 907818108 17,906 106,585 SH   SOLE   36,125 0 70,460
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 336 18,950 SH   SOLE   13,700 0 5,250
UNITED TECHNOLOGIES CORP COM 913017109 446 3,925 SH   SOLE   1,725 0 2,200
UNITED THERAPEUTICS CORP DEL COM 91307C102 14,086 124,570 SH   SOLE   53,190 0 71,380
UNIVERSAL CORP VA COM 913456109 270 4,950 SH   SOLE   4,775 0 175
US BANCORP DEL COM NEW 902973304 653 16,165 SH   SOLE   14,565 0 1,600
VALIDUS HOLDINGS LTD COM SHS G9319H102 209 5,200 SH   SOLE   4,100 0 1,100
VALMONT INDS INC COM 920253101 1,295 8,690 SH   SOLE   8,380 0 310
VCA ANTECH INC COM 918194101 5,320 169,670 SH   SOLE   65,440 0 104,230
VECTREN CORP COM 92240G101 1,516 42,725 SH   SOLE   37,300 0 5,425
VENTAS INC COM 92276F100 392 6,850 SH   SOLE   5,000 0 1,850
VERISIGN INC COM 92343E102 33,564 561,475 SH   SOLE   297,660 0 263,815
VERIZON COMMUNICATIONS INC COM 92343V104 42,750 869,975 SH   SOLE   434,340 0 435,635
VISA INC COM CL A 92826C839 20,772 93,285 SH   SOLE   56,375 0 36,910
VISTEON CORP COM NEW 92839U206 454 5,550 SH   SOLE   4,650 0 900
WADDELL & REED FINL INC CL A 930059100 17,661 271,210 SH   SOLE   138,000 0 133,210
WAL-MART STORES INC COM 931142103 13,647 173,435 SH   SOLE   75,835 0 97,600
WARREN RES INC COM 93564A100 59 18,950 SH   SOLE   12,500 0 6,450
WASHINGTON FED INC COM 938824109 6,496 278,945 SH   SOLE   173,920 0 105,025
WEBSTER FINL CORP CONN COM 947890109 1,082 34,725 SH   SOLE   33,500 0 1,225
WELLPOINT INC COM 94973V107 5,001 54,140 SH   SOLE   16,960 0 37,180
WELLS FARGO & CO NEW COM 949746101 71,981 1,585,500 SH   SOLE   686,495 0 899,005
WENDYS CO COM 95058W100 3,992 457,860 SH   SOLE   205,460 0 252,400
WESTAR ENERGY INC COM 95709T100 2,916 90,655 SH   SOLE   87,555 0 3,100
WESTERN DIGITAL CORP COM 958102105 6,215 74,080 SH   SOLE   29,965 0 44,115
WESTERN REFNG INC COM 959319104 220 5,200 SH   SOLE   4,300 0 900
WESTLAKE CHEM CORP COM 960413102 311 2,550 SH   SOLE   2,550 0 0
WEYERHAEUSER CO COM 962166104 1,392 44,115 SH   SOLE   39,815 0 4,300
WHIRLPOOL CORP COM 963320106 18,410 117,370 SH   SOLE   54,670 0 62,700
WILLIAMS SONOMA INC COM 969904101 839 14,400 SH   SOLE   13,950 0 450
WINTHROP RLTY TR SH BEN INT NEW 976391300 112 10,225 SH   SOLE   8,425 0 1,800
WISCONSIN ENERGY CORP COM 976657106 2,580 62,410 SH   SOLE   30,710 0 31,700
WORKDAY INC CL A 98138H101 2,351 28,275 SH   SOLE   6,575 0 21,700
WORTHINGTON INDS INC COM 981811102 4,397 104,500 SH   SOLE   101,450 0 3,050
WSFS FINL CORP COM 929328102 203 2,625 SH   SOLE   1,750 0 875
XILINX INC COM 983919101 32,068 698,345 SH   SOLE   327,155 0 371,190
ZEBRA TECHNOLOGIES CORP CL A 989207105 3,676 67,985 SH   SOLE   65,835 0 2,150