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 10,785 79,505 SH   SOLE   36,005 0 43,500
AAON INC COM PAR $0.004 000360206 250 8,987 SH   SOLE   6,237 0 2,750
ABBOTT LABS COM 002824100 291 7,575 SH   SOLE   7,575 0 0
ABBVIE INC COM 00287Y109 14,122 274,755 SH   SOLE   161,185 0 113,570
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 783 9,825 SH   SOLE   6,925 0 2,900
ACE LTD SHS H0023R105 11,542 116,525 SH   SOLE   91,745 0 24,780
ACTAVIS PLC SHS G0083B108 3,620 17,590 SH   SOLE   15,848 0 1,742
ACTIVISION BLIZZARD INC COM 00507V109 6,417 313,990 SH   SOLE   91,190 0 222,800
ACUITY BRANDS INC COM 00508Y102 2,495 18,825 SH   SOLE   18,025 0 800
ACXIOM CORP COM 005125109 2,461 71,555 SH   SOLE   66,090 0 5,465
ADVANCE AUTO PARTS INC COM 00751Y106 8,951 70,760 SH   SOLE   47,320 0 23,440
ADVANCED MICRO DEVICES INC COM 007903107 294 73,350 SH   SOLE   59,000 0 14,350
ADVENT SOFTWARE INC COM 007974108 4,673 159,180 SH   SOLE   152,380 0 6,800
AECOM TECHNOLOGY CORP DELAWA COM 00766T100 3,202 99,560 SH   SOLE   94,610 0 4,950
AETNA INC NEW COM 00817Y108 3,791 50,570 SH   SOLE   29,340 0 21,230
AGCO CORP COM 001084102 3,031 54,950 SH   SOLE   7,000 0 47,950
AGL RES INC COM 001204106 5,046 103,075 SH   SOLE   76,600 0 26,475
ALASKA AIR GROUP INC COM 011659109 2,443 26,190 SH   SOLE   25,140 0 1,050
ALCOA INC COM 013817101 555 43,160 SH   SOLE   31,060 0 12,100
ALEXION PHARMACEUTICALS INC COM 015351109 9,406 61,835 SH   SOLE   23,260 0 38,575
ALIGN TECHNOLOGY INC COM 016255101 3,244 62,655 SH   SOLE   59,755 0 2,900
ALLIANT ENERGY CORP COM 018802108 2,252 39,650 SH   SOLE   37,875 0 1,775
ALLIANT TECHSYSTEMS INC COM 018804104 1,073 7,550 SH   SOLE   7,150 0 400
ALTISOURCE RESIDENTIAL CORP CL B 02153W100 294 9,325 SH   SOLE   3,050 0 6,275
ALTRIA GROUP INC COM 02209S103 387 10,345 SH   SOLE   10,345 0 0
AMAZON COM INC COM 023135106 12,993 38,630 SH   SOLE   20,035 0 18,595
AMERCO COM 023586100 1,507 6,495 SH   SOLE   5,985 0 510
AMEREN CORP COM 023608102 10,220 248,060 SH   SOLE   116,160 0 131,900
AMERICAN AIRLS GROUP INC COM 02376R102 397 10,850 SH   SOLE   8,250 0 2,600
AMERICAN FINL GROUP INC OHIO COM 025932104 959 16,630 SH   SOLE   12,380 0 4,250
AMERICAN INTL GROUP INC COM NEW 026874784 4,769 95,375 SH   SOLE   71,375 0 24,000
AMERICAN WTR WKS CO INC NEW COM 030420103 9,926 218,650 SH   SOLE   56,500 0 162,150
AMERISOURCEBERGEN CORP COM 03073E105 9,938 151,530 SH   SOLE   74,370 0 77,160
AMGEN INC COM 031162100 2,471 20,037 SH   SOLE   8,866 0 11,171
ANADARKO PETE CORP COM 032511107 214 2,525 SH   SOLE   2,525 0 0
ANIKA THERAPEUTICS INC COM 035255108 270 6,575 SH   SOLE   4,925 0 1,650
ANN INC COM 035623107 2,550 61,495 SH   SOLE   58,795 0 2,700
ANNALY CAP MGMT INC COM 035710409 7,929 722,830 SH   SOLE   173,530 0 549,300
ANSYS INC COM 03662Q105 1,387 18,010 SH   SOLE   17,460 0 550
APOLLO ED GROUP INC CL A 037604105 1,148 33,540 SH   SOLE   31,240 0 2,300
APOLLO INVT CORP COM 03761U106 1,984 238,765 SH   SOLE   229,465 0 9,300
APPLE INC COM 037833100 47,096 87,746 SH   SOLE   52,425 0 35,321
APPLIED MATLS INC COM 038222105 443 21,700 SH   SOLE   15,300 0 6,400
ARCHER DANIELS MIDLAND CO COM 039483102 30,105 693,845 SH   SOLE   359,245 0 334,600
ARKANSAS BEST CORP DEL COM 040790107 495 13,400 SH   SOLE   6,400 0 7,000
ARMOUR RESIDENTIAL REIT INC COM 042315101 3,264 792,240 SH   SOLE   767,840 0 24,400
ARRIS GROUP INC NEW COM 04270V106 306 10,875 SH   SOLE   5,375 0 5,500
ARROW ELECTRS INC COM 042735100 2,040 34,375 SH   SOLE   29,750 0 4,625
ASBURY AUTOMOTIVE GROUP INC COM 043436104 219 3,975 SH   SOLE   2,775 0 1,200
ASHFORD HOSPITALITY PRIME IN COM 044102101 317 20,980 SH   SOLE   10,680 0 10,300
ASPEN INSURANCE HOLDINGS LTD SHS G05384105 2,309 58,165 SH   SOLE   56,220 0 1,945
ASPEN TECHNOLOGY INC COM 045327103 2,801 66,125 SH   SOLE   60,425 0 5,700
ASSOCIATED BANC CORP COM 045487105 503 27,900 SH   SOLE   26,950 0 950
AT&T INC COM 00206R102 20,799 593,079 SH   SOLE   277,097 0 315,982
ATMOS ENERGY CORP COM 049560105 6,354 134,830 SH   SOLE   64,035 0 70,795
AUTOMATIC DATA PROCESSING IN COM 053015103 555 7,190 SH   SOLE   7,190 0 0
AUTOZONE INC COM 053332102 359 670 SH   SOLE   505 0 165
AVERY DENNISON CORP COM 053611109 5,519 108,940 SH   SOLE   92,380 0 16,560
AVNET INC COM 053807103 2,278 48,965 SH   SOLE   40,615 0 8,350
BABCOCK & WILCOX CO NEW COM 05615F102 205 6,200 SH   SOLE   5,200 0 1,000
BAKER HUGHES INC COM 057224107 19,888 305,885 SH   SOLE   130,185 0 175,700
BALLY TECHNOLOGIES INC COM 05874B107 2,201 33,215 SH   SOLE   31,500 0 1,715
BANCORPSOUTH INC COM 059692103 5,736 229,810 SH   SOLE   211,860 0 17,950
BANK OF AMERICA CORPORATION COM 060505104 50,504 2,936,300 SH   SOLE   1,754,530 0 1,181,770
BARD C R INC COM 067383109 2,392 16,170 SH   SOLE   13,720 0 2,450
BARNES GROUP INC COM 067806109 314 8,175 SH   SOLE   4,475 0 3,700
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,174 161,435 SH   SOLE   87,310 0 74,125
BEST BUY INC COM 086516101 21,125 799,900 SH   SOLE   438,970 0 360,930
BIOGEN IDEC INC COM 09062X103 7,116 23,265 SH   SOLE   18,765 0 4,500
BLACK HILLS CORP COM 092113109 1,839 31,905 SH   SOLE   30,680 0 1,225
BOEING CO COM 097023105 10,931 87,110 SH   SOLE   55,760 0 31,350
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 10,699 739,955 SH   SOLE   243,130 0 496,825
BRINKER INTL INC COM 109641100 5,548 105,790 SH   SOLE   74,430 0 31,360
BRINKS CO COM 109696104 1,509 52,875 SH   SOLE   44,950 0 7,925
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,843 184,255 SH   SOLE   171,555 0 12,700
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 2,080 196,115 SH   SOLE   126,815 0 69,300
BRUNSWICK CORP COM 117043109 350 7,750 SH   SOLE   4,700 0 3,050
BUNGE LIMITED COM G16962105 1,113 14,000 SH   SOLE   6,725 0 7,275
BURGER KING WORLDWIDE INC COM 121220107 573 21,600 SH   SOLE   15,400 0 6,200
CA INC COM 12673P105 266 8,600 SH   SOLE   6,300 0 2,300
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 24,060 1,426,250 SH   SOLE   753,915 0 672,335
CABOT OIL & GAS CORP COM 127097103 786 23,220 SH   SOLE   23,220 0 0
CARDINAL HEALTH INC COM 14149Y108 18,390 262,795 SH   SOLE   165,265 0 97,530
CBL & ASSOC PPTYS INC COM 124830100 565 31,850 SH   SOLE   25,250 0 6,600
CBRE GROUP INC CL A 12504L109 587 21,400 SH   SOLE   19,800 0 1,600
CBS CORP NEW CL B 124857202 9,274 150,080 SH   SOLE   86,180 0 63,900
CEDAR REALTY TRUST INC COM NEW 150602209 73 12,025 SH   SOLE   6,625 0 5,400
CELGENE CORP COM 151020104 17,523 125,530 SH   SOLE   73,225 0 52,305
CENTENE CORP DEL COM 15135B101 1,249 20,070 SH   SOLE   18,545 0 1,525
CHARLES RIV LABS INTL INC COM 159864107 4,443 73,640 SH   SOLE   70,090 0 3,550
CHEMED CORP NEW COM 16359R103 248 2,775 SH   SOLE   1,675 0 1,100
CHESAPEAKE ENERGY CORP COM 165167107 4,055 158,290 SH   SOLE   44,590 0 113,700
CHEVRON CORP NEW COM 166764100 40,957 344,445 SH   SOLE   186,595 0 157,850
CHIMERA INVT CORP COM 16934Q109 606 198,140 SH   SOLE   193,015 0 5,125
CIENA CORP COM NEW 171779309 538 23,670 SH   SOLE   22,830 0 840
CIGNA CORPORATION COM 125509109 33,525 400,405 SH   SOLE   175,220 0 225,185
CIMAREX ENERGY CO COM 171798101 886 7,445 SH   SOLE   7,195 0 250
CIRCOR INTL INC COM 17273K109 331 4,525 SH   SOLE   1,950 0 2,575
CISCO SYS INC COM 17275R102 1,250 55,810 SH   SOLE   18,015 0 37,795
CITIGROUP INC COM NEW 172967424 14,560 305,901 SH   SOLE   164,596 0 141,305
CMS ENERGY CORP COM 125896100 415 14,200 SH   SOLE   11,000 0 3,200
CNA FINL CORP COM 126117100 326 7,650 SH   SOLE   5,350 0 2,300
COCA COLA CO COM 191216100 10,265 265,530 SH   SOLE   136,250 0 129,280
COLGATE PALMOLIVE CO COM 194162103 1,280 19,740 SH   SOLE   13,140 0 6,600
COMCAST CORP NEW CL A 20030N101 13,200 263,805 SH   SOLE   144,530 0 119,275
COMERICA INC COM 200340107 4,018 77,585 SH   SOLE   68,135 0 9,450
COMMERCIAL METALS CO COM 201723103 2,283 120,925 SH   SOLE   110,325 0 10,600
COMMVAULT SYSTEMS INC COM 204166102 1,618 24,925 SH   SOLE   24,150 0 775
COMPUTER SCIENCES CORP COM 205363104 38,363 630,775 SH   SOLE   349,325 0 281,450
CONOCOPHILLIPS COM 20825C104 8,930 126,950 SH   SOLE   70,975 0 55,975
CONSTELLATION BRANDS INC CL A 21036P108 7,606 89,515 SH   SOLE   53,315 0 36,200
CONVERGYS CORP COM 212485106 1,690 77,165 SH   SOLE   72,290 0 4,875
CON-WAY INC COM 205944101 599 14,600 SH   SOLE   12,200 0 2,400
CORRECTIONS CORP AMER NEW COM NEW 22025Y407 7,778 248,370 SH   SOLE   182,295 0 66,075
COVIDIEN PLC SHS G2554F113 33,626 456,510 SH   SOLE   229,580 0 226,930
CRANE CO COM 224399105 1,861 26,160 SH   SOLE   23,905 0 2,255
CREE INC COM 225447101 626 11,075 SH   SOLE   10,700 0 375
CROSS CTRY HEALTHCARE INC COM 227483104 160 19,850 SH   SOLE   8,250 0 11,600
CROWN CASTLE INTL CORP COM 228227104 398 5,400 SH   SOLE   5,400 0 0
CUMMINS INC COM 231021106 540 3,625 SH   SOLE   3,625 0 0
CYS INVTS INC COM 12673A108 266 32,275 SH   SOLE   16,350 0 15,925
CYTEC INDS INC COM 232820100 769 7,880 SH   SOLE   7,680 0 200
DELTA AIR LINES INC DEL COM NEW 247361702 37,401 1,079,420 SH   SOLE   625,515 0 453,905
DELUXE CORP COM 248019101 358 6,825 SH   SOLE   3,525 0 3,300
DIAMONDROCK HOSPITALITY CO COM 252784301 144 12,300 SH   SOLE   2,600 0 9,700
DIRECTV COM 25490A309 13,861 181,385 SH   SOLE   111,090 0 70,295
DISCOVER FINL SVCS COM 254709108 27,604 474,390 SH   SOLE   267,195 0 207,195
DISNEY WALT CO COM DISNEY 254687106 41,625 519,865 SH   SOLE   281,155 0 238,710
DOMINOS PIZZA INC COM 25754A201 2,316 30,095 SH   SOLE   8,695 0 21,400
DOMTAR CORP COM NEW 257559203 1,565 13,950 SH   SOLE   13,525 0 425
DONNELLEY R R & SONS CO COM 257867101 4,468 249,640 SH   SOLE   236,115 0 13,525
DOUGLAS EMMETT INC COM 25960P109 673 24,800 SH   SOLE   18,500 0 6,300
DOW CHEM CO COM 260543103 1,000 20,595 SH   SOLE   14,995 0 5,600
DR PEPPER SNAPPLE GROUP INC COM 26138E109 20,791 381,780 SH   SOLE   189,985 0 191,795
DRIL-QUIP INC COM 262037104 2,747 24,505 SH   SOLE   23,185 0 1,320
DST SYS INC DEL COM 233326107 2,419 25,525 SH   SOLE   23,145 0 2,380
DTE ENERGY CO COM 233331107 534 7,200 SH   SOLE   1,600 0 5,600
DU PONT E I DE NEMOURS & CO COM 263534109 14,796 220,520 SH   SOLE   96,820 0 123,700
E TRADE FINANCIAL CORP COM NEW 269246401 5,989 260,200 SH   SOLE   119,325 0 140,875
EDISON INTL COM 281020107 28,294 499,810 SH   SOLE   265,210 0 234,600
ELECTRONIC ARTS INC COM 285512109 11,824 407,615 SH   SOLE   181,500 0 226,115
EMERSON ELEC CO COM 291011104 980 14,675 SH   SOLE   9,640 0 5,035
ENTERGY CORP NEW COM 29364G103 2,551 38,175 SH   SOLE   27,275 0 10,900
ENTRAVISION COMMUNICATIONS C CL A 29382R107 67 10,100 SH   SOLE   7,175 0 2,925
EOG RES INC COM 26875P101 29,638 151,085 SH   SOLE   81,695 0 69,390
EPR PPTYS COM SH BEN INT 26884U109 3,674 68,825 SH   SOLE   66,750 0 2,075
EQT CORP COM 26884L109 13,269 136,845 SH   SOLE   79,645 0 57,200
EVEREST RE GROUP LTD COM G3223R108 34,146 223,105 SH   SOLE   118,045 0 105,060
EXELIS INC COM 30162A108 3,518 185,075 SH   SOLE   173,650 0 11,425
EXPRESS SCRIPTS HLDG CO COM 30219G108 2,595 34,569 SH   SOLE   34,569 0 0
EXTERRAN HLDGS INC COM 30225X103 346 7,900 SH   SOLE   3,750 0 4,150
EXTRA SPACE STORAGE INC COM 30225T102 1,513 31,210 SH   SOLE   29,450 0 1,760
EXXON MOBIL CORP COM 30231G102 82,217 841,699 SH   SOLE   458,436 0 383,263
FACEBOOK INC CL A 30303M102 37,287 618,990 SH   SOLE   329,205 0 289,785
FEDERAL SIGNAL CORP COM 313855108 316 21,225 SH   SOLE   15,225 0 6,000
FIFTH THIRD BANCORP COM 316773100 22,021 959,350 SH   SOLE   534,730 0 424,620
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 479 16,975 SH   SOLE   6,975 0 10,000
FIRST SOLAR INC COM 336433107 23,696 339,540 SH   SOLE   189,070 0 150,470
FLAGSTAR BANCORP INC COM PAR .001 337930705 425 19,150 SH   SOLE   10,175 0 8,975
FLEETCOR TECHNOLOGIES INC COM 339041105 272 2,370 SH   SOLE   2,370 0 0
FOOT LOCKER INC COM 344849104 1,652 35,175 SH   SOLE   33,975 0 1,200
FRONTIER COMMUNICATIONS CORP COM 35906A108 324 56,850 SH   SOLE   54,800 0 2,050
FUTUREFUEL CORPORATION COM 36116M106 273 13,475 SH   SOLE   5,775 0 7,700
GAMESTOP CORP NEW CL A 36467W109 12,232 297,630 SH   SOLE   181,910 0 115,720
GAP INC DEL COM 364760108 305 7,625 SH   SOLE   7,625 0 0
GARTNER INC COM 366651107 5,288 76,160 SH   SOLE   73,835 0 2,325
GATX CORP COM 361448103 1,559 22,975 SH   SOLE   22,175 0 800
GENERAC HLDGS INC COM 368736104 1,348 22,875 SH   SOLE   21,300 0 1,575
GENERAL ELECTRIC CO COM 369604103 50,564 1,953,070 SH   SOLE   1,054,245 0 898,825
GENERAL GROWTH PPTYS INC NEW COM 370023103 985 44,800 SH   SOLE   34,700 0 10,100
GENTEX CORP COM 371901109 2,071 65,705 SH   SOLE   59,630 0 6,075
G-III APPAREL GROUP LTD COM 36237H101 314 4,400 SH   SOLE   2,400 0 2,000
GILEAD SCIENCES INC COM 375558103 37,617 530,865 SH   SOLE   304,430 0 226,435
GLOBAL PMTS INC COM 37940X102 1,081 15,210 SH   SOLE   14,690 0 520
GOLDMAN SACHS GROUP INC COM 38141G104 44,777 273,285 SH   SOLE   154,805 0 118,480
GOODYEAR TIRE & RUBR CO COM 382550101 2,201 84,245 SH   SOLE   78,245 0 6,000
GOOGLE INC CL A 38259P508 39,925 35,823 SH   SOLE   20,988 0 14,835
GREAT PLAINS ENERGY INC COM 391164100 893 33,060 SH   SOLE   23,560 0 9,500
GREEN PLAINS RENEWABLE ENERG COM 393222104 351 11,725 SH   SOLE   7,725 0 4,000
GREENBRIER COS INC COM 393657101 261 5,725 SH   SOLE   2,700 0 3,025
GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 391 11,950 SH   SOLE   4,650 0 7,300
HALOZYME THERAPEUTICS INC COM 40637H109 160 12,625 SH   SOLE   8,775 0 3,850
HANESBRANDS INC COM 410345102 26,291 343,770 SH   SOLE   204,475 0 139,295
HANOVER INS GROUP INC COM 410867105 442 7,200 SH   SOLE   5,700 0 1,500
HARMAN INTL INDS INC COM 413086109 3,071 28,870 SH   SOLE   19,625 0 9,245
HARRIS CORP DEL COM 413875105 33,869 462,945 SH   SOLE   240,095 0 222,850
HARTFORD FINL SVCS GROUP INC COM 416515104 322 9,130 SH   SOLE   500 0 8,630
HASBRO INC COM 418056107 556 10,000 SH   SOLE   7,850 0 2,150
HCP INC COM 40414L109 467 12,050 SH   SOLE   8,800 0 3,250
HEALTH CARE REIT INC COM 42217K106 452 7,600 SH   SOLE   5,900 0 1,700
HEALTH NET INC COM 42222G108 5,716 168,085 SH   SOLE   146,260 0 21,825
HELMERICH & PAYNE INC COM 423452101 37,542 349,035 SH   SOLE   221,260 0 127,775
HERBALIFE LTD COM USD SHS G4412G101 241 4,225 SH   SOLE   4,225 0 0
HERSHEY CO COM 427866108 240 2,300 SH   SOLE   2,100 0 200
HEWLETT PACKARD CO COM 428236103 54,545 1,685,585 SH   SOLE   897,460 0 788,125
HFF INC CL A 40418F108 709 21,100 SH   SOLE   12,425 0 8,675
HIGHWOODS PPTYS INC COM 431284108 2,406 62,650 SH   SOLE   55,400 0 7,250
HILLSHIRE BRANDS CO COM 432589109 309 8,300 SH   SOLE   7,300 0 1,000
HOLLYFRONTIER CORP COM 436106108 2,516 52,880 SH   SOLE   50,660 0 2,220
HOME DEPOT INC COM 437076102 39,593 500,360 SH   SOLE   272,750 0 227,610
HONEYWELL INTL INC COM 438516106 28,695 309,355 SH   SOLE   157,055 0 152,300
HORIZON PHARMA INC COM 44047T109 381 25,250 SH   SOLE   15,375 0 9,875
HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 13,931 485,070 SH   SOLE   297,745 0 187,325
HOST HOTELS & RESORTS INC COM 44107P104 1,743 86,120 SH   SOLE   79,520 0 6,600
HUNT J B TRANS SVCS INC COM 445658107 786 10,935 SH   SOLE   10,565 0 370
HUNTINGTON BANCSHARES INC COM 446150104 568 57,065 SH   SOLE   57,065 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 2,879 28,160 SH   SOLE   27,310 0 850
IDACORP INC COM 451107106 235 4,250 SH   SOLE   2,250 0 2,000
IDEX CORP COM 45167R104 9,542 130,915 SH   SOLE   95,640 0 35,275
ILLINOIS TOOL WKS INC COM 452308109 1,515 18,630 SH   SOLE   13,705 0 4,925
ILLUMINA INC COM 452327109 267 1,800 SH   SOLE   1,800 0 0
INGRAM MICRO INC CL A 457153104 788 26,690 SH   SOLE   25,330 0 1,360
INTEGRATED DEVICE TECHNOLOGY COM 458118106 2,819 230,500 SH   SOLE   220,000 0 10,500
INTEL CORP COM 458140100 1,788 69,275 SH   SOLE   48,575 0 20,700
INTELIQUENT INC COM 45825N107 291 20,076 SH   SOLE   12,200 0 7,876
INTELSAT S A COM L5140P101 269 14,400 SH   SOLE   11,300 0 3,100
INTER PARFUMS INC COM 458334109 414 11,450 SH   SOLE   7,100 0 4,350
INTERCONTINENTALEXCHANGE GRO COM 45866F104 444 2,245 SH   SOLE   2,245 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 225 1,171 SH   SOLE   821 0 350
INTERNATIONAL RECTIFIER CORP COM 460254105 1,721 62,820 SH   SOLE   54,595 0 8,225
INTUIT COM 461202103 19,934 256,455 SH   SOLE   158,635 0 97,820
ITT CORP NEW COM NEW 450911201 3,043 71,165 SH   SOLE   66,015 0 5,150
JACK IN THE BOX INC COM 466367109 260 4,425 SH   SOLE   3,325 0 1,100
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 263 1,900 SH   SOLE   1,900 0 0
JETBLUE AIRWAYS CORP COM 477143101 191 22,025 SH   SOLE   9,475 0 12,550
JOHNSON & JOHNSON COM 478160104 67,026 682,343 SH   SOLE   375,638 0 306,705
JOHNSON CTLS INC COM 478366107 6,842 144,605 SH   SOLE   69,700 0 74,905
JONES LANG LASALLE INC COM 48020Q107 737 6,220 SH   SOLE   6,005 0 215
JPMORGAN CHASE & CO COM 46625H100 44,076 726,016 SH   SOLE   354,727 0 371,289
KIMBALL INTL INC CL B 494274103 264 14,625 SH   SOLE   6,500 0 8,125
KIMBERLY CLARK CORP COM 494368103 19,595 177,740 SH   SOLE   98,610 0 79,130
KIMCO RLTY CORP COM 49446R109 431 19,700 SH   SOLE   14,700 0 5,000
KLA-TENCOR CORP COM 482480100 532 7,705 SH   SOLE   4,715 0 2,990
KROGER CO COM 501044101 44,070 1,009,625 SH   SOLE   526,210 0 483,415
LAKELAND FINL CORP COM 511656100 237 5,900 SH   SOLE   2,150 0 3,750
LAM RESEARCH CORP COM 512807108 496 9,035 SH   SOLE   8,465 0 570
LANCASTER COLONY CORP COM 513847103 1,880 18,915 SH   SOLE   18,365 0 550
LANNET INC COM 516012101 294 8,250 SH   SOLE   5,525 0 2,725
LAS VEGAS SANDS CORP COM 517834107 9,743 120,620 SH   SOLE   72,320 0 48,300
LEAR CORP COM NEW 521865204 3,624 43,295 SH   SOLE   5,920 0 37,375
LENNOX INTL INC COM 526107107 8,248 90,735 SH   SOLE   64,640 0 26,095
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 524 13,400 SH   SOLE   11,100 0 2,300
LEXINGTON REALTY TRUST COM 529043101 1,890 173,300 SH   SOLE   167,425 0 5,875
LEXMARK INTL NEW CL A 529771107 673 14,560 SH   SOLE   9,670 0 4,890
LILLY ELI & CO COM 532457108 14,124 239,965 SH   SOLE   159,960 0 80,005
LINCOLN ELEC HLDGS INC COM 533900106 3,078 42,755 SH   SOLE   41,430 0 1,325
LINCOLN NATL CORP IND COM 534187109 29,168 575,650 SH   SOLE   334,765 0 240,885
LINEAR TECHNOLOGY CORP COM 535678106 14,883 305,670 SH   SOLE   143,955 0 161,715
LOCKHEED MARTIN CORP COM 539830109 17,639 108,060 SH   SOLE   54,110 0 53,950
LORILLARD INC COM 544147101 25,703 475,295 SH   SOLE   377,595 0 97,700
LOWES COS INC COM 548661107 6,809 139,255 SH   SOLE   75,190 0 64,065
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 37,091 417,040 SH   SOLE   240,740 0 176,300
MACK CALI RLTY CORP COM 554489104 295 14,200 SH   SOLE   11,700 0 2,500
MACYS INC COM 55616P104 21,146 356,655 SH   SOLE   173,065 0 183,590
MAGELLAN HEALTH SVCS INC COM NEW 559079207 333 5,625 SH   SOLE   2,300 0 3,325
MALLINCKRODT PUB LTD CO SHS G5785G107 428 6,765 SH   SOLE   4,715 0 2,050
MANHATTAN ASSOCS INC COM 562750109 439 12,550 SH   SOLE   7,100 0 5,450
MANITOWOC INC COM 563571108 14,107 448,585 SH   SOLE   214,600 0 233,985
MANPOWERGROUP INC COM 56418H100 17,342 220,005 SH   SOLE   125,800 0 94,205
MARATHON PETE CORP COM 56585A102 3,969 45,610 SH   SOLE   32,960 0 12,650
MARRIOTT INTL INC NEW CL A 571903202 2,696 48,130 SH   SOLE   3,630 0 44,500
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 213 3,825 SH   SOLE   1,900 0 1,925
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 1,397 88,715 SH   SOLE   63,990 0 24,725
MASTERCARD INC CL A 57636Q104 15,687 210,000 SH   SOLE   114,180 0 95,820
MATRIX SVC CO COM 576853105 308 9,125 SH   SOLE   5,000 0 4,125
MCGRAW HILL FINL INC COM 580645109 15,557 203,905 SH   SOLE   105,295 0 98,610
MCKESSON CORP COM 58155Q103 16,757 94,905 SH   SOLE   26,110 0 68,795
MDU RES GROUP INC COM 552690109 391 11,420 SH   SOLE   800 0 10,620
MEDNAX INC COM 58502B106 1,585 25,585 SH   SOLE   24,715 0 870
MEDTRONIC INC COM 585055106 22,203 360,790 SH   SOLE   223,185 0 137,605
MENTOR GRAPHICS CORP COM 587200106 1,709 77,650 SH   SOLE   73,225 0 4,425
MERCK & CO INC NEW COM 58933Y105 1,726 30,405 SH   SOLE   30,405 0 0
METLIFE INC COM 59156R108 1,576 29,850 SH   SOLE   20,850 0 9,000
METTLER TOLEDO INTERNATIONAL COM 592688105 1,804 7,655 SH   SOLE   7,395 0 260
MFA FINL INC COM 55272X102 2,629 339,235 SH   SOLE   303,835 0 35,400
MICHAEL KORS HLDGS LTD SHS G60754101 1,690 18,120 SH   SOLE   17,445 0 675
MICRON TECHNOLOGY INC COM 595112103 13,551 572,775 SH   SOLE   328,980 0 243,795
MICROSOFT CORP COM 594918104 63,356 1,545,660 SH   SOLE   857,795 0 687,865
MINERALS TECHNOLOGIES INC COM 603158106 1,468 22,745 SH   SOLE   21,780 0 965
MONSTER WORLDWIDE INC COM 611742107 156 20,900 SH   SOLE   15,700 0 5,200
MOODYS CORP COM 615369105 517 6,525 SH   SOLE   5,275 0 1,250
MURPHY USA INC COM 626755102 301 7,424 SH   SOLE   5,587 0 1,837
MYLAN INC COM 628530107 211 4,325 SH   SOLE   4,325 0 0
MYRIAD GENETICS INC COM 62855J104 6,512 190,470 SH   SOLE   86,370 0 104,100
NATIONAL FUEL GAS CO N J COM 636180101 9,007 128,610 SH   SOLE   52,460 0 76,150
NELNET INC CL A 64031N108 577 14,125 SH   SOLE   7,275 0 6,850
NETFLIX INC COM 64110L106 21,127 60,015 SH   SOLE   33,205 0 26,810
NEW JERSEY RES COM 646025106 454 9,125 SH   SOLE   4,550 0 4,575
NEWELL RUBBERMAID INC COM 651229106 417 13,975 SH   SOLE   12,475 0 1,500
NEWMARKET CORP COM 651587107 689 1,765 SH   SOLE   1,710 0 55
NIKE INC CL B 654106103 7,111 96,280 SH   SOLE   43,630 0 52,650
NISOURCE INC COM 65473P105 3,060 86,140 SH   SOLE   79,790 0 6,350
NORFOLK SOUTHERN CORP COM 655844108 17,822 183,415 SH   SOLE   92,245 0 91,170
NORTHROP GRUMMAN CORP COM 666807102 39,662 321,470 SH   SOLE   167,570 0 153,900
NPS PHARMACEUTICALS INC COM 62936P103 341 11,400 SH   SOLE   7,000 0 4,400
NU SKIN ENTERPRISES INC CL A 67018T105 7,881 95,135 SH   SOLE   62,225 0 32,910
NVR INC COM 62944T105 822 717 SH   SOLE   697 0 20
O REILLY AUTOMOTIVE INC NEW COM 67103H107 422 2,850 SH   SOLE   2,150 0 700
OCCIDENTAL PETE CORP DEL COM 674599105 15,651 164,250 SH   SOLE   80,600 0 83,650
OFFICE DEPOT INC COM 676220106 66 16,050 SH   SOLE   7,475 0 8,575
OLD DOMINION FGHT LINES INC COM 679580100 1,445 25,480 SH   SOLE   24,355 0 1,125
OMEGA HEALTHCARE INVS INC COM 681936100 12,075 360,260 SH   SOLE   184,385 0 175,875
OMNICARE INC COM 681904108 621 10,415 SH   SOLE   10,090 0 325
ORACLE CORP COM 68389X105 19,007 464,610 SH   SOLE   275,170 0 189,440
OSHKOSH CORP COM 688239201 17,655 299,905 SH   SOLE   201,250 0 98,655
OWENS & MINOR INC NEW COM 690732102 1,386 39,585 SH   SOLE   35,010 0 4,575
PACCAR INC COM 693718108 364 5,400 SH   SOLE   5,400 0 0
PACKAGING CORP AMER COM 695156109 30,288 430,415 SH   SOLE   259,555 0 170,860
PALL CORP COM 696429307 465 5,205 SH   SOLE   1,150 0 4,055
PARKER HANNIFIN CORP COM 701094104 2,421 20,225 SH   SOLE   14,225 0 6,000
PARTNERRE LTD COM G6852T105 6,752 65,245 SH   SOLE   34,140 0 31,105
PATTERSON UTI ENERGY INC COM 703481101 14,586 460,428 SH   SOLE   202,890 0 257,538
PDL BIOPHARMA INC COM 69329Y104 260 31,375 SH   SOLE   21,025 0 10,350
PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 416 23,100 SH   SOLE   11,025 0 12,075
PEPSICO INC COM 713448108 14,043 168,190 SH   SOLE   108,125 0 60,065
PFIZER INC COM 717081103 72,409 2,254,356 SH   SOLE   1,180,292 0 1,074,064
PHILLIPS 66 COM 718546104 28,804 373,794 SH   SOLE   194,144 0 179,650
PILGRIMS PRIDE CORP NEW COM 72147K108 3,407 162,880 SH   SOLE   155,180 0 7,700
PIPER JAFFRAY COS COM 724078100 462 10,100 SH   SOLE   4,375 0 5,725
PITNEY BOWES INC COM 724479100 37,594 1,446,495 SH   SOLE   833,535 0 612,960
PNC FINL SVCS GROUP INC COM 693475105 7,893 90,730 SH   SOLE   45,555 0 45,175
PNM RES INC COM 69349H107 1,829 67,695 SH   SOLE   65,870 0 1,825
POLYCOM INC COM 73172K104 1,596 116,345 SH   SOLE   113,035 0 3,310
PPG INDS INC COM 693506107 29,542 152,705 SH   SOLE   80,975 0 71,730
PRECISION CASTPARTS CORP COM 740189105 251 995 SH   SOLE   0 0 995
PRICELINE COM INC COM NEW 741503403 4,064 3,410 SH   SOLE   1,587 0 1,823
PRIVATEBANCORP INC COM 742962103 303 9,950 SH   SOLE   4,800 0 5,150
PROCTER & GAMBLE CO COM 742718109 33,143 411,215 SH   SOLE   213,315 0 197,900
PROSPECT CAPITAL CORPORATION COM 74348T102 977 90,535 SH   SOLE   87,365 0 3,170
PRUDENTIAL FINL INC COM 744320102 704 8,320 SH   SOLE   4,795 0 3,525
PUBLIC STORAGE COM 74460D109 33,229 197,220 SH   SOLE   107,465 0 89,755
PUBLIC SVC ENTERPRISE GROUP COM 744573106 31,965 838,115 SH   SOLE   524,015 0 314,100
QUALCOMM INC COM 747525103 21,145 268,140 SH   SOLE   159,300 0 108,840
QUANTA SVCS INC COM 74762E102 1,198 32,470 SH   SOLE   23,695 0 8,775
QUEST DIAGNOSTICS INC COM 74834L100 225 3,900 SH   SOLE   3,300 0 600
QUESTAR CORP COM 748356102 368 15,490 SH   SOLE   15,490 0 0
QUESTCOR PHARMACEUTICALS INC COM 74835Y101 2,325 35,810 SH   SOLE   34,445 0 1,365
RAMBUS INC DEL COM 750917106 166 15,450 SH   SOLE   11,450 0 4,000
RAYTHEON CO COM NEW 755111507 12,249 124,000 SH   SOLE   74,500 0 49,500
REALTY INCOME CORP COM 756109104 375 9,200 SH   SOLE   6,700 0 2,500
REINSURANCE GROUP AMER INC COM NEW 759351604 2,669 33,525 SH   SOLE   30,865 0 2,660
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 161 13,450 SH   SOLE   4,700 0 8,750
REYNOLDS AMERICAN INC COM 761713106 311 5,825 SH   SOLE   5,825 0 0
RLJ LODGING TR COM 74965L101 472 17,675 SH   SOLE   8,875 0 8,800
ROCKWELL AUTOMATION INC COM 773903109 10,317 82,840 SH   SOLE   42,775 0 40,065
ROLLINS INC COM 775711104 420 13,900 SH   SOLE   13,400 0 500
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 12,345 226,280 SH   SOLE   137,690 0 88,590
SAFEWAY INC COM NEW 786514208 643 17,425 SH   SOLE   14,625 0 2,800
SALIX PHARMACEUTICALS INC COM 795435106 2,483 23,965 SH   SOLE   22,625 0 1,340
SANDISK CORP COM 80004C101 6,790 83,635 SH   SOLE   24,980 0 58,655
SANDRIDGE ENERGY INC COM 80007P307 914 148,905 SH   SOLE   136,195 0 12,710
SANMINA CORPORATION COM 801056102 370 21,250 SH   SOLE   10,625 0 10,625
SCHEIN HENRY INC COM 806407102 2,933 24,575 SH   SOLE   23,850 0 725
SCHLUMBERGER LTD COM 806857108 7,789 79,890 SH   SOLE   79,890 0 0
SCHWAB CHARLES CORP NEW COM 808513105 603 22,100 SH   SOLE   22,100 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 3,861 63,020 SH   SOLE   59,185 0 3,835
SEACOR HOLDINGS INC COM 811904101 456 5,280 SH   SOLE   1,850 0 3,430
SEI INVESTMENTS CO COM 784117103 2,518 74,920 SH   SOLE   70,120 0 4,800
SIGMA ALDRICH CORP COM 826552101 280 3,000 SH   SOLE   2,600 0 400
SIGNATURE BK NEW YORK N Y COM 82669G104 200 1,600 SH   SOLE   1,600 0 0
SIMMONS 1ST NATL CORP CL A $1 PAR 828730200 201 5,400 SH   SOLE   2,700 0 2,700
SIMON PPTY GROUP INC NEW COM 828806109 7,550 46,040 SH   SOLE   32,910 0 13,130
SKYWORKS SOLUTIONS INC COM 83088M102 3,397 90,540 SH   SOLE   87,740 0 2,800
SLM CORP COM 78442P106 1,223 49,995 SH   SOLE   49,995 0 0
SM ENERGY CO COM 78454L100 5,301 74,365 SH   SOLE   68,500 0 5,865
SMITH A O COM 831865209 724 15,740 SH   SOLE   14,540 0 1,200
SNAP ON INC COM 833034101 6,699 59,040 SH   SOLE   25,675 0 33,365
SOLARCITY CORP COM 83416T100 263 4,200 SH   SOLE   4,200 0 0
SOLERA HOLDINGS INC COM 83421A104 489 7,725 SH   SOLE   7,455 0 270
SOTHEBYS COM 835898107 1,052 24,170 SH   SOLE   23,385 0 785
SOUTHSIDE BANCSHARES INC COM 84470P109 295 9,425 SH   SOLE   4,425 0 5,000
SOUTHWEST AIRLS CO COM 844741108 1,372 58,150 SH   SOLE   52,450 0 5,700
SPX CORP COM 784635104 2,360 24,015 SH   SOLE   22,415 0 1,600
ST JUDE MED INC COM 790849103 2,172 33,220 SH   SOLE   30,020 0 3,200
STANCORP FINL GROUP INC COM 852891100 10,676 159,827 SH   SOLE   70,602 0 89,225
STARBUCKS CORP COM 855244109 11,644 158,690 SH   SOLE   96,225 0 62,465
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 946 11,895 SH   SOLE   9,745 0 2,150
STARZ COM SER A 85571Q102 503 15,600 SH   SOLE   11,400 0 4,200
STEEL DYNAMICS INC COM 858119100 630 35,440 SH   SOLE   17,000 0 18,440
STRATASYS LTD SHS M85548101 256 2,420 SH   SOLE   2,420 0 0
STRYKER CORP COM 863667101 14,604 179,265 SH   SOLE   85,325 0 93,940
SUNPOWER CORP COM 867652406 1,637 50,765 SH   SOLE   48,890 0 1,875
SUNSTONE HOTEL INVS INC NEW COM 867892101 185 13,475 SH   SOLE   6,900 0 6,575
SUNTRUST BKS INC COM 867914103 217 5,475 SH   SOLE   5,475 0 0
SUPERVALU INC COM 868536103 1,423 208,055 SH   SOLE   201,605 0 6,450
SVB FINL GROUP COM 78486Q101 11,107 86,255 SH   SOLE   62,195 0 24,060
SWIFT TRANSN CO CL A 87074U101 218 8,825 SH   SOLE   6,475 0 2,350
SYMETRA FINL CORP COM 87151Q106 335 16,925 SH   SOLE   9,925 0 7,000
SYNNEX CORP COM 87162W100 350 5,775 SH   SOLE   2,800 0 2,975
SYNTEL INC COM 87162H103 276 3,075 SH   SOLE   1,775 0 1,300
SYSCO CORP COM 871829107 232 6,435 SH   SOLE   0 0 6,435
TARGET CORP COM 87612E106 620 10,250 SH   SOLE   10,250 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 13,116 386,350 SH   SOLE   173,035 0 213,315
TESLA MTRS INC COM 88160R101 12,591 60,405 SH   SOLE   30,805 0 29,600
THOR INDS INC COM 885160101 1,854 30,370 SH   SOLE   29,520 0 850
TIFFANY & CO NEW COM 886547108 267 3,100 SH   SOLE   3,100 0 0
TJX COS INC NEW COM 872540109 19,008 313,405 SH   SOLE   195,350 0 118,055
T-MOBILE US INC COM 872590104 5,650 171,060 SH   SOLE   86,560 0 84,500
TORO CO COM 891092108 1,787 28,280 SH   SOLE   26,410 0 1,870
TRAVELERS COMPANIES INC COM 89417E109 22,399 263,215 SH   SOLE   125,840 0 137,375
TRINITY INDS INC COM 896522109 18,738 260,010 SH   SOLE   158,750 0 101,260
TUTOR PERINI CORP COM 901109108 345 12,050 SH   SOLE   6,225 0 5,825
TYSON FOODS INC CL A 902494103 41,963 953,500 SH   SOLE   534,200 0 419,300
UBIQUITI NETWORKS INC COM 90347A100 252 5,550 SH   SOLE   3,975 0 1,575
ULTRA CLEAN HLDGS INC COM 90385V107 229 17,475 SH   SOLE   9,075 0 8,400
ULTRA PETROLEUM CORP COM 903914109 1,320 49,090 SH   SOLE   35,640 0 13,450
UNION PAC CORP COM 907818108 25,439 135,560 SH   SOLE   66,430 0 69,130
UNITED STATES STL CORP NEW COM 912909108 17,827 645,680 SH   SOLE   349,855 0 295,825
UNITED TECHNOLOGIES CORP COM 913017109 449 3,850 SH   SOLE   1,925 0 1,925
UNITED THERAPEUTICS CORP DEL COM 91307C102 13,555 144,160 SH   SOLE   72,240 0 71,920
UNIVERSAL HLTH SVCS INC CL B 913903100 1,056 12,875 SH   SOLE   12,475 0 400
US BANCORP DEL COM NEW 902973304 628 14,665 SH   SOLE   14,665 0 0
VALERO ENERGY CORP NEW COM 91913Y100 8,009 150,845 SH   SOLE   64,445 0 86,400
VCA ANTECH INC COM 918194101 7,883 244,595 SH   SOLE   143,225 0 101,370
VECTREN CORP COM 92240G101 1,749 44,425 SH   SOLE   39,000 0 5,425
VENTAS INC COM 92276F100 414 6,850 SH   SOLE   5,000 0 1,850
VERISIGN INC COM 92343E102 29,846 553,635 SH   SOLE   298,515 0 255,120
VERIZON COMMUNICATIONS INC COM 92343V104 44,291 931,085 SH   SOLE   505,415 0 425,670
VISA INC COM CL A 92826C839 27,768 128,640 SH   SOLE   75,380 0 53,260
WADDELL & REED FINL INC CL A 930059100 22,608 307,100 SH   SOLE   175,575 0 131,525
WAL-MART STORES INC COM 931142103 13,796 180,515 SH   SOLE   82,915 0 97,600
WARREN RES INC COM 93564A100 132 27,650 SH   SOLE   12,500 0 15,150
WASHINGTON FED INC COM 938824109 1,392 59,750 SH   SOLE   57,725 0 2,025
WEBSTER FINL CORP CONN COM 947890109 1,242 40,000 SH   SOLE   36,375 0 3,625
WELLPOINT INC COM 94973V107 17,043 171,205 SH   SOLE   95,600 0 75,605
WELLS FARGO & CO NEW COM 949746101 83,868 1,686,140 SH   SOLE   829,690 0 856,450
WENDYS CO COM 95058W100 12,027 1,318,760 SH   SOLE   646,795 0 671,965
WESTAR ENERGY INC COM 95709T100 3,310 94,155 SH   SOLE   91,055 0 3,100
WESTERN DIGITAL CORP COM 958102105 7,154 77,920 SH   SOLE   39,195 0 38,725
WESTERN REFNG INC COM 959319104 247 6,400 SH   SOLE   4,100 0 2,300
WESTLAKE CHEM CORP COM 960413102 337 5,100 SH   SOLE   5,100 0 0
WHIRLPOOL CORP COM 963320106 18,909 126,520 SH   SOLE   64,220 0 62,300
WILLIAMS CLAYTON ENERGY INC COM 969490101 240 2,125 SH   SOLE   1,275 0 850
WILLIAMS SONOMA INC COM 969904101 979 14,700 SH   SOLE   14,250 0 450
WILSHIRE BANCORP INC COM 97186T108 143 12,950 SH   SOLE   6,450 0 6,500
WINTHROP RLTY TR SH BEN INT NEW 976391300 150 13,025 SH   SOLE   8,425 0 4,600
WISCONSIN ENERGY CORP COM 976657106 3,119 67,010 SH   SOLE   47,010 0 20,000
WORKDAY INC CL A 98138H101 251 2,750 SH   SOLE   2,750 0 0
WORTHINGTON INDS INC COM 981811102 4,265 111,525 SH   SOLE   105,575 0 5,950
WPX ENERGY INC COM 98212B103 702 38,945 SH   SOLE   29,845 0 9,100
WSFS FINL CORP COM 929328102 287 4,025 SH   SOLE   1,750 0 2,275
WYNN RESORTS LTD COM 983134107 305 1,375 SH   SOLE   1,375 0 0
XILINX INC COM 983919101 40,913 753,885 SH   SOLE   390,385 0 363,500
ZEBRA TECHNOLOGIES CORP CL A 989207105 3,405 49,060 SH   SOLE   47,590 0 1,470