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 11,116 77,605 SH   SOLE   38,905 0 38,700
AAON INC COM PAR $0.004 000360206 341 10,187 SH   SOLE   6,237 0 3,950
AARONS INC COM PAR $0.50 002535300 3,404 95,530 SH   SOLE   82,720 0 12,810
ABBOTT LABS COM 002824100 315 7,725 SH   SOLE   7,725 0 0
ABBVIE INC COM 00287Y109 15,703 278,235 SH   SOLE   176,785 0 101,450
ABRAXAS PETE CORP COM 003830106 109 17,500 SH   SOLE   17,500 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 523 6,475 SH   SOLE   4,675 0 1,800
ACTAVIS PLC SHS G0083B108 20,261 90,840 SH   SOLE   68,618 0 22,222
ACTIVISION BLIZZARD INC COM 00507V109 3,753 168,315 SH   SOLE   56,140 0 112,175
ACUITY BRANDS INC COM 00508Y102 2,426 17,550 SH   SOLE   16,780 0 770
ADVANCE AUTO PARTS INC COM 00751Y106 10,035 74,380 SH   SOLE   53,345 0 21,035
ADVANCED MICRO DEVICES INC COM 007903107 1,429 341,175 SH   SOLE   299,320 0 41,855
ADVENT SOFTWARE INC COM 007974108 4,863 149,315 SH   SOLE   144,915 0 4,400
AECOM TECHNOLOGY CORP DELAWA COM 00766T100 3,114 96,720 SH   SOLE   92,345 0 4,375
AETNA INC NEW COM 00817Y108 7,258 89,525 SH   SOLE   58,035 0 31,490
AGL RES INC COM 001204106 7,183 130,545 SH   SOLE   103,500 0 27,045
ALASKA AIR GROUP INC COM 011659109 2,927 30,795 SH   SOLE   29,765 0 1,030
ALBANY MOLECULAR RESH INC COM 012423109 218 10,870 SH   SOLE   4,810 0 6,060
ALCOA INC COM 013817101 22,113 1,485,140 SH   SOLE   1,003,945 0 481,195
ALEXION PHARMACEUTICALS INC COM 015351109 1,496 9,575 SH   SOLE   8,900 0 675
ALIGN TECHNOLOGY INC COM 016255101 3,059 54,595 SH   SOLE   53,245 0 1,350
ALLIANT ENERGY CORP COM 018802108 2,336 38,385 SH   SOLE   36,835 0 1,550
ALLIANT TECHSYSTEMS INC COM 018804104 751 5,615 SH   SOLE   5,490 0 125
ALLIED WRLD ASSUR COM HLDG A SHS H01531104 8,020 210,960 SH   SOLE   183,320 0 27,640
ALTISOURCE RESIDENTIAL CORP CL B 02153W100 268 10,320 SH   SOLE   4,820 0 5,500
ALTRIA GROUP INC COM 02209S103 326 7,795 SH   SOLE   7,795 0 0
AMERCO COM 023586100 1,235 4,250 SH   SOLE   3,805 0 445
AMEREN CORP COM 023608102 10,162 248,585 SH   SOLE   129,110 0 119,475
AMERICAN AIRLS GROUP INC COM 02376R102 2,641 61,485 SH   SOLE   19,155 0 42,330
AMERICAN ELEC PWR INC COM 025537101 1,217 21,825 SH   SOLE   15,130 0 6,695
AMERICAN INTL GROUP INC COM NEW 026874784 5,627 103,100 SH   SOLE   79,100 0 24,000
AMERICAN WTR WKS CO INC NEW COM 030420103 4,304 87,050 SH   SOLE   42,375 0 44,675
AMERIPRISE FINL INC COM 03076C106 294 2,450 SH   SOLE   2,450 0 0
AMERISOURCEBERGEN CORP COM 03073E105 9,897 136,220 SH   SOLE   67,590 0 68,630
AMKOR TECHNOLOGY INC COM 031652100 153 13,735 SH   SOLE   7,390 0 6,345
ANADARKO PETE CORP COM 032511107 276 2,525 SH   SOLE   2,525 0 0
ANIKA THERAPEUTICS INC COM 035255108 249 5,375 SH   SOLE   3,725 0 1,650
ANNALY CAP MGMT INC COM 035710409 4,459 390,120 SH   SOLE   100,700 0 289,420
ANWORTH MORTGAGE ASSET CP COM 037347101 330 63,990 SH   SOLE   28,165 0 35,825
APOLLO ED GROUP INC CL A 037604105 977 31,275 SH   SOLE   29,100 0 2,175
APOLLO INVT CORP COM 03761U106 1,949 226,370 SH   SOLE   220,695 0 5,675
APPLE INC COM 037833100 81,696 879,122 SH   SOLE   543,200 0 335,922
APPLIED MATLS INC COM 038222105 1,003 44,500 SH   SOLE   37,150 0 7,350
ARCBEST CORP COM 03937C105 603 13,870 SH   SOLE   6,885 0 6,985
ARCHER DANIELS MIDLAND CO COM 039483102 29,864 677,045 SH   SOLE   380,395 0 296,650
ARMOUR RESIDENTIAL REIT INC COM 042315101 3,312 765,035 SH   SOLE   745,860 0 19,175
ARRIS GROUP INC NEW COM 04270V106 1,312 40,345 SH   SOLE   34,785 0 5,560
ARROW ELECTRS INC COM 042735100 1,494 24,745 SH   SOLE   23,020 0 1,725
ASBURY AUTOMOTIVE GROUP INC COM 043436104 300 4,365 SH   SOLE   2,865 0 1,500
ASPEN INSURANCE HOLDINGS LTD SHS G05384105 2,588 57,000 SH   SOLE   55,480 0 1,520
ASPEN TECHNOLOGY INC COM 045327103 2,973 64,090 SH   SOLE   58,860 0 5,230
ASSOCIATED BANC CORP COM 045487105 5,201 287,700 SH   SOLE   280,650 0 7,050
AT&T INC COM 00206R102 25,173 711,919 SH   SOLE   407,482 0 304,437
ATMOS ENERGY CORP COM 049560105 9,938 186,115 SH   SOLE   119,570 0 66,545
AUTOZONE INC COM 053332102 367 685 SH   SOLE   505 0 180
AVAGO TECHNOLOGIES LTD SHS Y0486S104 259 3,600 SH   SOLE   3,600 0 0
AVERY DENNISON CORP COM 053611109 5,409 105,550 SH   SOLE   90,090 0 15,460
BAKER HUGHES INC COM 057224107 22,304 299,590 SH   SOLE   142,690 0 156,900
BALL CORP COM 058498106 1,743 27,815 SH   SOLE   24,045 0 3,770
BANCORPSOUTH INC COM 059692103 5,285 215,120 SH   SOLE   198,570 0 16,550
BANK OF AMERICA CORPORATION COM 060505104 191 12,450 SH   SOLE   12,450 0 0
BARD C R INC COM 067383109 446 3,125 SH   SOLE   2,525 0 600
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,748 163,940 SH   SOLE   95,915 0 68,025
BEST BUY INC COM 086516101 24,802 799,815 SH   SOLE   474,325 0 325,490
BIG LOTS INC COM 089302103 9,356 204,730 SH   SOLE   130,220 0 74,510
BLACK HILLS CORP COM 092113109 1,396 22,750 SH   SOLE   22,250 0 500
BOEING CO COM 097023105 19,253 151,330 SH   SOLE   94,780 0 56,550
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 601 28,300 SH   SOLE   19,550 0 8,750
BOSTON SCIENTIFIC CORP COM 101137107 133 10,490 SH   SOLE   10,490 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 7,988 512,100 SH   SOLE   190,235 0 321,865
BRINKER INTL INC COM 109641100 3,116 64,055 SH   SOLE   61,795 0 2,260
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,443 178,770 SH   SOLE   167,320 0 11,450
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 2,873 312,345 SH   SOLE   240,370 0 71,975
BRUNSWICK CORP COM 117043109 286 6,790 SH   SOLE   3,740 0 3,050
BUNGE LIMITED COM G16962105 731 9,665 SH   SOLE   3,825 0 5,840
BURGER KING WORLDWIDE INC COM 121220107 579 21,300 SH   SOLE   15,400 0 5,900
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 27,291 1,546,255 SH   SOLE   937,050 0 609,205
CAPITAL ONE FINL CORP COM 14040H105 16,085 194,735 SH   SOLE   108,515 0 86,220
CARDINAL HEALTH INC COM 14149Y108 21,840 318,555 SH   SOLE   202,825 0 115,730
CARLISLE COS INC COM 142339100 8,507 98,215 SH   SOLE   76,270 0 21,945
CATERPILLAR INC DEL COM 149123101 18,021 165,835 SH   SOLE   160,475 0 5,360
CBL & ASSOC PPTYS INC COM 124830100 1,751 92,170 SH   SOLE   84,165 0 8,005
CBRE GROUP INC CL A 12504L109 1,822 56,875 SH   SOLE   55,275 0 1,600
CEDAR REALTY TRUST INC COM NEW 150602209 81 12,995 SH   SOLE   7,595 0 5,400
CELGENE CORP COM 151020104 2,403 27,990 SH   SOLE   26,990 0 1,000
CENTENE CORP DEL COM 15135B101 1,291 17,085 SH   SOLE   16,135 0 950
CENTRAL PAC FINL CORP COM NEW 154760409 427 21,550 SH   SOLE   11,000 0 10,550
CHAMBERS STR PPTYS COM 157842105 241 30,090 SH   SOLE   14,940 0 15,150
CHARLES RIV LABS INTL INC COM 159864107 3,856 72,055 SH   SOLE   68,980 0 3,075
CHEMED CORP NEW COM 16359R103 246 2,625 SH   SOLE   1,525 0 1,100
CHESAPEAKE ENERGY CORP COM 165167107 3,916 126,015 SH   SOLE   30,690 0 95,325
CHEVRON CORP NEW COM 166764100 30,834 236,190 SH   SOLE   139,595 0 96,595
CHIMERA INVT CORP COM 16934Q109 594 186,215 SH   SOLE   182,215 0 4,000
CIBER INC COM 17163B102 62 12,705 SH   SOLE   3,355 0 9,350
CIENA CORP COM NEW 171779309 2,506 115,705 SH   SOLE   112,790 0 2,915
CIGNA CORPORATION COM 125509109 38,013 413,320 SH   SOLE   213,435 0 199,885
CIRCOR INTL INC COM 17273K109 258 3,350 SH   SOLE   1,000 0 2,350
CISCO SYS INC COM 17275R102 1,353 54,485 SH   SOLE   17,440 0 37,045
CITIGROUP INC COM NEW 172967424 36,844 782,271 SH   SOLE   480,676 0 301,595
COCA COLA CO COM 191216100 11,234 265,220 SH   SOLE   147,750 0 117,470
COLGATE PALMOLIVE CO COM 194162103 1,239 18,185 SH   SOLE   11,940 0 6,245
COMCAST CORP NEW CL A 20030N101 14,210 264,720 SH   SOLE   155,755 0 108,965
COMERICA INC COM 200340107 627 12,515 SH   SOLE   10,465 0 2,050
COMMERCIAL METALS CO COM 201723103 1,765 101,985 SH   SOLE   93,460 0 8,525
COMMONWEALTH REIT COM SH BEN INT 203233101 6,595 250,605 SH   SOLE   213,430 0 37,175
COMPUTER SCIENCES CORP COM 205363104 33,868 535,897 SH   SOLE   309,980 0 225,917
CONOCOPHILLIPS COM 20825C104 10,918 127,360 SH   SOLE   76,985 0 50,375
CONSTELLATION BRANDS INC CL A 21036P108 3,274 37,160 SH   SOLE   15,860 0 21,300
CONVERGYS CORP COM 212485106 2,077 96,880 SH   SOLE   81,755 0 15,125
CON-WAY INC COM 205944101 697 13,835 SH   SOLE   11,660 0 2,175
CORRECTIONS CORP AMER NEW COM NEW 22025Y407 3,885 118,295 SH   SOLE   67,325 0 50,970
COVIDIEN PLC SHS G2554F113 34,903 387,045 SH   SOLE   201,005 0 186,040
CUMMINS INC COM 231021106 509 3,305 SH   SOLE   3,305 0 0
CYS INVTS INC COM 12673A108 228 25,365 SH   SOLE   11,965 0 13,400
CYTEC INDS INC COM 232820100 2,763 26,215 SH   SOLE   25,570 0 645
DELPHI AUTOMOTIVE PLC SHS G27823106 6,879 100,075 SH   SOLE   46,975 0 53,100
DELTA AIR LINES INC DEL COM NEW 247361702 38,033 982,270 SH   SOLE   610,880 0 371,390
DELUXE CORP COM 248019101 2,568 43,850 SH   SOLE   39,815 0 4,035
DEVRY ED GROUP INC COM 251893103 1,475 34,840 SH   SOLE   29,750 0 5,090
DIRECTV COM 25490A309 13,549 159,390 SH   SOLE   78,860 0 80,530
DISCOVER FINL SVCS COM 254709108 29,307 472,860 SH   SOLE   284,300 0 188,560
DISH NETWORK CORP CL A 25470M109 286 4,400 SH   SOLE   3,800 0 600
DISNEY WALT CO COM DISNEY 254687106 54,479 635,400 SH   SOLE   387,220 0 248,180
DOMINOS PIZZA INC COM 25754A201 263 3,600 SH   SOLE   3,600 0 0
DOMTAR CORP COM NEW 257559203 370 8,640 SH   SOLE   8,400 0 240
DONNELLEY R R & SONS CO COM 257867101 1,335 78,715 SH   SOLE   73,365 0 5,350
DOUGLAS EMMETT INC COM 25960P109 692 24,550 SH   SOLE   18,500 0 6,050
DOW CHEM CO COM 260543103 5,831 113,320 SH   SOLE   55,445 0 57,875
DR PEPPER SNAPPLE GROUP INC COM 26138E109 25,536 435,920 SH   SOLE   252,585 0 183,335
DST SYS INC DEL COM 233326107 2,162 23,460 SH   SOLE   21,205 0 2,255
DTE ENERGY CO COM 233331107 580 7,450 SH   SOLE   1,650 0 5,800
DU PONT E I DE NEMOURS & CO COM 263534109 13,981 213,655 SH   SOLE   104,755 0 108,900
DUN & BRADSTREET CORP DEL NE COM 26483E100 5,710 51,815 SH   SOLE   25,815 0 26,000
DYAX CORP COM 26746E103 214 22,310 SH   SOLE   16,070 0 6,240
E TRADE FINANCIAL CORP COM NEW 269246401 3,975 186,975 SH   SOLE   81,175 0 105,800
ELECTRONIC ARTS INC COM 285512109 25,401 708,155 SH   SOLE   394,170 0 313,985
EMERSON ELEC CO COM 291011104 697 10,515 SH   SOLE   8,515 0 2,000
ENDURANCE SPECIALTY HLDGS LT SHS G30397106 2,330 45,180 SH   SOLE   32,980 0 12,200
ENERGIZER HLDGS INC COM 29266R108 1,167 9,565 SH   SOLE   7,565 0 2,000
ENERSYS COM 29275Y102 235 3,430 SH   SOLE   1,805 0 1,625
ENTERGY CORP NEW COM 29364G103 35,606 433,750 SH   SOLE   284,700 0 149,050
ENTROPIC COMMUNICATIONS INC COM 29384R105 45 13,760 SH   SOLE   5,795 0 7,965
EOG RES INC COM 26875P101 36,581 313,035 SH   SOLE   186,165 0 126,870
EQT CORP COM 26884L109 17,465 163,385 SH   SOLE   97,735 0 65,650
EURONET WORLDWIDE INC COM 298736109 208 4,325 SH   SOLE   3,450 0 875
EVEREST RE GROUP LTD COM G3223R108 35,631 222,020 SH   SOLE   127,035 0 94,985
EXPRESS SCRIPTS HLDG CO COM 30219G108 5,341 77,044 SH   SOLE   49,079 0 27,965
EXTERRAN HLDGS INC COM 30225X103 397 8,840 SH   SOLE   4,290 0 4,550
EXTRA SPACE STORAGE INC COM 30225T102 1,852 34,795 SH   SOLE   33,235 0 1,560
EXXON MOBIL CORP COM 30231G102 88,823 882,239 SH   SOLE   527,811 0 354,428
FACEBOOK INC CL A 30303M102 62,600 930,305 SH   SOLE   565,670 0 364,635
FAIRCHILD SEMICONDUCTOR INTL COM 303726103 161 10,340 SH   SOLE   4,300 0 6,040
FEDERAL SIGNAL CORP COM 313855108 388 26,545 SH   SOLE   18,295 0 8,250
FERRO CORP COM 315405100 167 13,335 SH   SOLE   9,685 0 3,650
FIRST AMERN FINL CORP COM 31847R102 492 17,715 SH   SOLE   8,590 0 9,125
FIRST INTST BANCSYSTEM INC COM CL A 32055Y201 488 17,985 SH   SOLE   7,985 0 10,000
FIRST MERCHANTS CORP COM 320817109 205 9,735 SH   SOLE   5,235 0 4,500
FIRST SOLAR INC COM 336433107 1,855 26,110 SH   SOLE   23,095 0 3,015
FLEETCOR TECHNOLOGIES INC COM 339041105 351 2,670 SH   SOLE   2,670 0 0
FOOT LOCKER INC COM 344849104 3,067 60,470 SH   SOLE   52,720 0 7,750
FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 1,612 68,625 SH   SOLE   61,575 0 7,050
FRONTIER COMMUNICATIONS CORP COM 35906A108 322 55,235 SH   SOLE   53,760 0 1,475
GAMESTOP CORP NEW CL A 36467W109 11,804 291,695 SH   SOLE   187,765 0 103,930
GARMIN LTD SHS H2906T109 6,363 104,490 SH   SOLE   58,750 0 45,740
GARTNER INC COM 366651107 5,153 73,075 SH   SOLE   71,250 0 1,825
GATX CORP COM 361448103 1,508 22,540 SH   SOLE   21,915 0 625
GENERAL ELECTRIC CO COM 369604103 52,386 1,993,390 SH   SOLE   1,176,405 0 816,985
GENERAL GROWTH PPTYS INC NEW COM 370023103 1,190 50,550 SH   SOLE   38,175 0 12,375
GENWORTH FINL INC COM CL A 37247D106 1,380 79,360 SH   SOLE   54,340 0 25,020
GILEAD SCIENCES INC COM 375558103 69,318 836,070 SH   SOLE   482,475 0 353,595
GLOBAL PMTS INC COM 37940X102 1,079 14,815 SH   SOLE   14,420 0 395
GOLDMAN SACHS GROUP INC COM 38141G104 40,413 241,360 SH   SOLE   143,430 0 97,930
GOODYEAR TIRE & RUBR CO COM 382550101 250 9,025 SH   SOLE   5,375 0 3,650
GOOGLE INC CL A 38259P508 20,585 35,208 SH   SOLE   21,768 0 13,440
GOOGLE INC CL C 38259P706 11,817 20,543 SH   SOLE   13,303 0 7,240
GRAPHIC PACKAGING HLDG CO COM 388689101 2,639 225,585 SH   SOLE   220,655 0 4,930
GREENBRIER COS INC COM 393657101 384 6,675 SH   SOLE   3,650 0 3,025
GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 203 6,165 SH   SOLE   2,290 0 3,875
HANESBRANDS INC COM 410345102 27,173 276,045 SH   SOLE   173,455 0 102,590
HARLEY DAVIDSON INC COM 412822108 9,841 140,900 SH   SOLE   81,060 0 59,840
HARMAN INTL INDS INC COM 413086109 9,234 85,960 SH   SOLE   49,965 0 35,995
HARRIS CORP DEL COM 413875105 33,723 445,195 SH   SOLE   247,345 0 197,850
HARSCO CORP COM 415864107 5,414 203,310 SH   SOLE   194,995 0 8,315
HARTFORD FINL SVCS GROUP INC COM 416515104 292 8,175 SH   SOLE   0 0 8,175
HASBRO INC COM 418056107 1,493 28,155 SH   SOLE   25,605 0 2,550
HCP INC COM 40414L109 492 11,900 SH   SOLE   8,800 0 3,100
HEALTH CARE REIT INC COM 42217K106 476 7,600 SH   SOLE   5,900 0 1,700
HEALTH NET INC COM 42222G108 4,589 110,495 SH   SOLE   93,990 0 16,505
HELMERICH & PAYNE INC COM 423452101 39,024 336,100 SH   SOLE   225,850 0 110,250
HENRY JACK & ASSOC INC COM 426281101 534 8,995 SH   SOLE   8,745 0 250
HERBALIFE LTD COM USD SHS G4412G101 279 4,325 SH   SOLE   4,325 0 0
HERSHA HOSPITALITY TR SH BEN INT A 427825104 514 76,620 SH   SOLE   40,245 0 36,375
HEWLETT PACKARD CO COM 428236103 56,641 1,681,750 SH   SOLE   981,770 0 699,980
HFF INC CL A 40418F108 316 8,500 SH   SOLE   5,875 0 2,625
HIGHWOODS PPTYS INC COM 431284108 2,307 55,010 SH   SOLE   46,360 0 8,650
HILL ROM HLDGS INC COM 431475102 1,502 36,200 SH   SOLE   31,025 0 5,175
HILLSHIRE BRANDS CO COM 432589109 1,200 19,270 SH   SOLE   18,770 0 500
HOLLYFRONTIER CORP COM 436106108 2,211 50,610 SH   SOLE   48,340 0 2,270
HOME DEPOT INC COM 437076102 40,287 497,625 SH   SOLE   293,690 0 203,935
HONEYWELL INTL INC COM 438516106 19,423 208,970 SH   SOLE   131,270 0 77,700
HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 17,282 568,500 SH   SOLE   391,145 0 177,355
HOST HOTELS & RESORTS INC COM 44107P104 1,773 80,595 SH   SOLE   65,995 0 14,600
HUNTINGTON INGALLS INDS INC COM 446413106 3,111 32,895 SH   SOLE   31,470 0 1,425
ICG GROUP INC COM 44928D108 219 10,530 SH   SOLE   2,920 0 7,610
IDACORP INC COM 451107106 256 4,430 SH   SOLE   2,580 0 1,850
IDEX CORP COM 45167R104 7,829 96,975 SH   SOLE   67,430 0 29,545
IGATE CORP COM 45169U105 289 7,955 SH   SOLE   5,655 0 2,300
ILLINOIS TOOL WKS INC COM 452308109 8,262 94,365 SH   SOLE   17,060 0 77,305
ILLUMINA INC COM 452327109 321 1,800 SH   SOLE   1,800 0 0
INFORMATICA CORP COM 45666Q102 1,118 31,365 SH   SOLE   30,545 0 820
INGERSOLL-RAND PLC SHS G47791101 15,366 245,830 SH   SOLE   111,100 0 134,730
INGRAM MICRO INC CL A 457153104 1,938 66,350 SH   SOLE   63,765 0 2,585
INSIGHT ENTERPRISES INC COM 45765U103 282 9,190 SH   SOLE   4,720 0 4,470
INTEGRATED DEVICE TECHNOLOGY COM 458118106 1,604 103,775 SH   SOLE   101,160 0 2,615
INTEL CORP COM 458140100 1,395 45,170 SH   SOLE   31,545 0 13,625
INTELIQUENT INC COM 45825N107 242 17,471 SH   SOLE   9,755 0 7,716
INTELSAT S A COM L5140P101 295 15,700 SH   SOLE   12,600 0 3,100
INTER PARFUMS INC COM 458334109 237 8,025 SH   SOLE   4,075 0 3,950
INTERMUNE INC COM 45884X103 466 10,555 SH   SOLE   7,930 0 2,625
INTERNATIONAL RECTIFIER CORP COM 460254105 1,383 49,595 SH   SOLE   41,205 0 8,390
INTL PAPER CO COM 460146103 396 7,850 SH   SOLE   5,450 0 2,400
INTUIT COM 461202103 20,837 258,760 SH   SOLE   152,755 0 106,005
ITT CORP NEW COM NEW 450911201 8,379 174,200 SH   SOLE   74,835 0 99,365
JANUS CAP GROUP INC COM 47102X105 3,216 257,740 SH   SOLE   251,175 0 6,565
JAVELIN MTG INVT CORP COM 47200B104 190 13,490 SH   SOLE   6,540 0 6,950
JETBLUE AIRWAYS CORP COM 477143101 223 20,565 SH   SOLE   10,825 0 9,740
JOHNSON & JOHNSON COM 478160104 83,487 798,008 SH   SOLE   477,368 0 320,640
JPMORGAN CHASE & CO COM 46625H100 41,316 717,056 SH   SOLE   385,977 0 331,079
KEURIG GREEN MTN INC COM 49271M100 355 2,850 SH   SOLE   2,450 0 400
KEYCORP NEW COM 493267108 25,947 1,810,700 SH   SOLE   1,100,475 0 710,225
KIMBALL INTL INC CL B 494274103 363 21,720 SH   SOLE   9,870 0 11,850
KIMBERLY CLARK CORP COM 494368103 20,805 187,065 SH   SOLE   106,350 0 80,715
KIMCO RLTY CORP COM 49446R109 446 19,450 SH   SOLE   14,700 0 4,750
KIRBY CORP COM 497266106 2,271 19,395 SH   SOLE   18,195 0 1,200
KROGER CO COM 501044101 43,467 879,365 SH   SOLE   486,390 0 392,975
LAKELAND FINL CORP COM 511656100 248 6,510 SH   SOLE   2,460 0 4,050
LAM RESEARCH CORP COM 512807108 4,237 62,705 SH   SOLE   48,445 0 14,260
LANDSTAR SYS INC COM 515098101 2,792 43,640 SH   SOLE   39,845 0 3,795
LANNET INC COM 516012101 306 6,180 SH   SOLE   4,525 0 1,655
LAS VEGAS SANDS CORP COM 517834107 14,079 184,720 SH   SOLE   106,120 0 78,600
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 3,970 112,500 SH   SOLE   106,530 0 5,970
LAZARD LTD SHS A G54050102 1,328 25,775 SH   SOLE   20,600 0 5,175
LEAR CORP COM NEW 521865204 15,143 169,545 SH   SOLE   103,855 0 65,690
LENNOX INTL INC COM 526107107 6,396 71,415 SH   SOLE   49,700 0 21,715
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 10,726 244,290 SH   SOLE   120,815 0 123,475
LEXMARK INTL NEW CL A 529771107 900 18,690 SH   SOLE   16,080 0 2,610
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 5,314 72,015 SH   SOLE   30,090 0 41,925
LILLY ELI & CO COM 532457108 554 8,925 SH   SOLE   7,140 0 1,785
LINCOLN NATL CORP IND COM 534187109 49,518 962,655 SH   SOLE   554,175 0 408,480
LINEAR TECHNOLOGY CORP COM 535678106 14,509 308,245 SH   SOLE   161,105 0 147,140
LIONBRIDGE TECHNOLOGIES INC COM 536252109 76 12,950 SH   SOLE   12,950 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 2,560 103,695 SH   SOLE   95,590 0 8,105
LOCKHEED MARTIN CORP COM 539830109 17,493 108,835 SH   SOLE   60,385 0 48,450
LORILLARD INC COM 544147101 20,454 335,485 SH   SOLE   281,635 0 53,850
LOWES COS INC COM 548661107 6,953 144,895 SH   SOLE   85,790 0 59,105
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 41,067 420,555 SH   SOLE   261,555 0 159,000
MACYS INC COM 55616P104 21,253 366,315 SH   SOLE   202,675 0 163,640
MALLINCKRODT PUB LTD CO SHS G5785G107 545 6,815 SH   SOLE   4,765 0 2,050
MANHATTAN ASSOCS INC COM 562750109 420 12,205 SH   SOLE   6,755 0 5,450
MANITOWOC INC COM 563571108 2,665 81,130 SH   SOLE   0 0 81,130
MANPOWERGROUP INC COM 56418H100 37,980 447,620 SH   SOLE   257,725 0 189,895
MARRIOTT INTL INC NEW CL A 571903202 6,791 105,950 SH   SOLE   53,320 0 52,630
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 227 3,875 SH   SOLE   1,950 0 1,925
MARTHA STEWART LIVING OMNIME CL A 573083102 99 21,065 SH   SOLE   11,425 0 9,640
MASIMO CORP COM 574795100 872 36,960 SH   SOLE   35,945 0 1,015
MASTERCARD INC CL A 57636Q104 9,415 128,155 SH   SOLE   73,500 0 54,655
MATRIX SVC CO COM 576853105 373 11,405 SH   SOLE   6,820 0 4,585
MCGRAW HILL FINL INC COM 580645109 10,897 131,250 SH   SOLE   65,335 0 65,915
MCKESSON CORP COM 58155Q103 12,102 64,995 SH   SOLE   19,920 0 45,075
MDU RES GROUP INC COM 552690109 374 10,670 SH   SOLE   800 0 9,870
MEAD JOHNSON NUTRITION CO COM 582839106 1,142 12,260 SH   SOLE   11,095 0 1,165
MEDIVATION INC COM 58501N101 231 3,000 SH   SOLE   3,000 0 0
MEDNAX INC COM 58502B106 1,460 25,110 SH   SOLE   24,415 0 695
MEDTRONIC INC COM 585055106 23,256 364,755 SH   SOLE   240,080 0 124,675
MENTOR GRAPHICS CORP COM 587200106 2,163 100,285 SH   SOLE   95,840 0 4,445
MERCK & CO INC NEW COM 58933Y105 1,716 29,680 SH   SOLE   27,705 0 1,975
MERITOR INC COM 59001K100 136 10,500 SH   SOLE   6,350 0 4,150
MERRIMACK PHARMACEUTICALS IN COM 590328100 92 12,720 SH   SOLE   11,150 0 1,570
METTLER TOLEDO INTERNATIONAL COM 592688105 2,416 9,545 SH   SOLE   9,085 0 460
MFA FINL INC COM 55272X102 3,664 446,315 SH   SOLE   401,140 0 45,175
MGIC INVT CORP WIS COM 552848103 453 49,070 SH   SOLE   45,045 0 4,025
MICHAEL KORS HLDGS LTD SHS G60754101 1,513 17,070 SH   SOLE   16,395 0 675
MICROSOFT CORP COM 594918104 65,514 1,571,085 SH   SOLE   948,740 0 622,345
MINERALS TECHNOLOGIES INC COM 603158106 1,566 23,880 SH   SOLE   21,590 0 2,290
MONSTER WORLDWIDE INC COM 611742107 102 15,730 SH   SOLE   5,890 0 9,840
MONTPELIER RE HOLDINGS LTD SHS G62185106 357 11,195 SH   SOLE   4,645 0 6,550
MORGAN STANLEY COM NEW 617446448 8,881 274,700 SH   SOLE   146,190 0 128,510
MYRIAD GENETICS INC COM 62855J104 7,889 202,715 SH   SOLE   111,520 0 91,195
NABORS INDUSTRIES LTD SHS G6359F103 2,732 93,025 SH   SOLE   61,525 0 31,500
NATIONAL FUEL GAS CO N J COM 636180101 9,006 115,020 SH   SOLE   49,595 0 65,425
NAVIENT CORP COM 63938C108 545 30,795 SH   SOLE   30,795 0 0
NAVIGATORS GROUP INC COM 638904102 215 3,210 SH   SOLE   1,820 0 1,390
NELNET INC CL A 64031N108 471 11,380 SH   SOLE   5,925 0 5,455
NETFLIX INC COM 64110L106 21,327 48,405 SH   SOLE   29,710 0 18,695
NEW JERSEY RES COM 646025106 517 9,045 SH   SOLE   4,470 0 4,575
NEWS CORP NEW CL A 65249B109 459 25,600 SH   SOLE   21,700 0 3,900
NISOURCE INC COM 65473P105 2,476 62,950 SH   SOLE   56,600 0 6,350
NORFOLK SOUTHERN CORP COM 655844108 3,863 37,500 SH   SOLE   32,145 0 5,355
NORTHROP GRUMMAN CORP COM 666807102 34,519 288,550 SH   SOLE   169,700 0 118,850
NRG ENERGY INC COM NEW 629377508 23,449 630,370 SH   SOLE   337,855 0 292,515
NU SKIN ENTERPRISES INC CL A 67018T105 5,314 71,860 SH   SOLE   42,265 0 29,595
OCCIDENTAL PETE CORP DEL COM 674599105 11,159 108,735 SH   SOLE   55,960 0 52,775
OLD DOMINION FGHT LINES INC COM 679580100 1,628 25,570 SH   SOLE   24,595 0 975
OMEGA HEALTHCARE INVS INC COM 681936100 11,120 301,700 SH   SOLE   151,675 0 150,025
OMEROS CORP COM 682143102 190 10,970 SH   SOLE   8,170 0 2,800
OMNICARE INC COM 681904108 1,808 27,170 SH   SOLE   25,415 0 1,755
ORACLE CORP COM 68389X105 18,388 453,705 SH   SOLE   280,905 0 172,800
ORASURE TECHNOLOGIES INC COM 68554V108 144 16,770 SH   SOLE   4,020 0 12,750
PACIFIC ETHANOL INC COM PAR $.001 69423U305 310 20,300 SH   SOLE   10,670 0 9,630
PACIRA PHARMACEUTICALS INC COM 695127100 211 2,300 SH   SOLE   1,850 0 450
PACKAGING CORP AMER COM 695156109 4,355 60,930 SH   SOLE   54,755 0 6,175
PARKER HANNIFIN CORP COM 701094104 3,511 27,925 SH   SOLE   20,750 0 7,175
PARTNERRE LTD COM G6852T105 6,544 59,930 SH   SOLE   32,975 0 26,955
PATTERSON UTI ENERGY INC COM 703481101 15,001 429,363 SH   SOLE   205,675 0 223,688
PDL BIOPHARMA INC COM 69329Y104 288 29,850 SH   SOLE   19,850 0 10,000
PEPSICO INC COM 713448108 15,061 168,585 SH   SOLE   113,900 0 54,685
PFIZER INC COM 717081103 67,700 2,281,016 SH   SOLE   1,310,562 0 970,454
PHILIP MORRIS INTL INC COM 718172109 13,031 154,565 SH   SOLE   119,015 0 35,550
PHILLIPS 66 COM 718546104 29,840 371,009 SH   SOLE   210,309 0 160,700
PILGRIMS PRIDE CORP NEW COM 72147K108 4,081 149,175 SH   SOLE   134,475 0 14,700
PIPER JAFFRAY COS COM 724078100 462 8,940 SH   SOLE   4,245 0 4,695
PITNEY BOWES INC COM 724479100 40,649 1,471,750 SH   SOLE   913,410 0 558,340
PNC FINL SVCS GROUP INC COM 693475105 10,849 121,840 SH   SOLE   77,140 0 44,700
PNM RES INC COM 69349H107 761 25,965 SH   SOLE   25,450 0 515
PPG INDS INC COM 693506107 31,989 152,220 SH   SOLE   87,650 0 64,570
PRECISION CASTPARTS CORP COM 740189105 292 1,160 SH   SOLE   0 0 1,160
PRICE T ROWE GROUP INC COM 74144T108 911 10,795 SH   SOLE   10,795 0 0
PRICELINE GRP INC COM NEW 741503403 3,717 3,090 SH   SOLE   1,477 0 1,613
PRIVATEBANCORP INC COM 742962103 323 11,140 SH   SOLE   5,490 0 5,650
PROCTER & GAMBLE CO COM 742718109 29,237 372,020 SH   SOLE   219,945 0 152,075
PROSPECT CAPITAL CORPORATION COM 74348T102 1,076 101,355 SH   SOLE   98,935 0 2,420
PRUDENTIAL FINL INC COM 744320102 672 7,575 SH   SOLE   4,220 0 3,355
PTC INC COM 69370C100 1,945 50,130 SH   SOLE   48,845 0 1,285
PUBLIC STORAGE COM 74460D109 35,435 206,800 SH   SOLE   123,410 0 83,390
PUBLIC SVC ENTERPRISE GROUP COM 744573106 24,203 593,380 SH   SOLE   337,930 0 255,450
QUALCOMM INC COM 747525103 35,761 451,530 SH   SOLE   280,660 0 170,870
QUANTA SVCS INC COM 74762E102 1,074 31,070 SH   SOLE   23,695 0 7,375
QUESTAR CORP COM 748356102 350 14,140 SH   SOLE   14,140 0 0
QUESTCOR PHARMACEUTICALS INC COM 74835Y101 862 9,330 SH   SOLE   9,100 0 230
RADIAN GROUP INC COM 750236101 562 38,005 SH   SOLE   21,120 0 16,885
RAMBUS INC DEL COM 750917106 190 13,350 SH   SOLE   13,350 0 0
RAYTHEON CO COM NEW 755111507 4,314 46,765 SH   SOLE   36,115 0 10,650
REALTY INCOME CORP COM 756109104 350 7,900 SH   SOLE   6,700 0 1,200
REX AMERICAN RESOURCES CORP COM 761624105 209 2,855 SH   SOLE   1,535 0 1,320
RLJ LODGING TR COM 74965L101 224 7,775 SH   SOLE   4,375 0 3,400
ROBERT HALF INTL INC COM 770323103 1,063 22,285 SH   SOLE   21,825 0 460
ROCKWELL AUTOMATION INC COM 773903109 1,934 15,455 SH   SOLE   12,865 0 2,590
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 15,921 286,350 SH   SOLE   181,645 0 104,705
RPC INC COM 749660106 2,049 87,250 SH   SOLE   74,905 0 12,345
RYMAN HOSPITALITY PPTYS INC COM 78377T107 545 11,330 SH   SOLE   6,030 0 5,300
SAFEWAY INC COM NEW 786514208 261 7,625 SH   SOLE   7,625 0 0
SALIX PHARMACEUTICALS INC COM 795435106 4,417 35,815 SH   SOLE   34,010 0 1,805
SANDISK CORP COM 80004C101 8,175 78,290 SH   SOLE   26,230 0 52,060
SANDRIDGE ENERGY INC COM 80007P307 1,053 147,330 SH   SOLE   135,970 0 11,360
SANMINA CORPORATION COM 801056102 480 21,080 SH   SOLE   10,455 0 10,625
SCHEIN HENRY INC COM 806407102 2,019 17,020 SH   SOLE   16,620 0 400
SCHLUMBERGER LTD COM 806857108 11,533 97,780 SH   SOLE   96,680 0 1,100
SCHWAB CHARLES CORP NEW COM 808513105 398 14,805 SH   SOLE   14,805 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 3,542 62,295 SH   SOLE   58,235 0 4,060
SEI INVESTMENTS CO COM 784117103 2,373 72,425 SH   SOLE   68,125 0 4,300
SEQUENOM INC COM NEW 817337405 119 30,770 SH   SOLE   18,300 0 12,470
SIGMA ALDRICH CORP COM 826552101 307 3,035 SH   SOLE   2,350 0 685
SILICON IMAGE INC COM 82705T102 70 13,920 SH   SOLE   9,350 0 4,570
SIMMONS 1ST NATL CORP CL A $1 PAR 828730200 228 5,790 SH   SOLE   3,090 0 2,700
SIMON PPTY GROUP INC NEW COM 828806109 6,206 37,325 SH   SOLE   27,755 0 9,570
SKECHERS U S A INC CL A 830566105 214 4,695 SH   SOLE   2,360 0 2,335
SKULLCANDY INC COM 83083J104 178 24,585 SH   SOLE   10,335 0 14,250
SKYWORKS SOLUTIONS INC COM 83088M102 8,180 174,195 SH   SOLE   113,425 0 60,770
SM ENERGY CO COM 78454L100 6,115 72,720 SH   SOLE   67,410 0 5,310
SMITH A O COM 831865209 1,296 26,145 SH   SOLE   25,040 0 1,105
SNAP ON INC COM 833034101 2,805 23,675 SH   SOLE   2,375 0 21,300
SOTHEBYS COM 835898107 669 15,950 SH   SOLE   15,515 0 435
SOUTHWEST AIRLS CO COM 844741108 5,326 198,290 SH   SOLE   84,515 0 113,775
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 2,390 70,920 SH   SOLE   64,510 0 6,410
SPX CORP COM 784635104 578 5,345 SH   SOLE   4,245 0 1,100
ST JUDE MED INC COM 790849103 1,908 27,560 SH   SOLE   25,185 0 2,375
STARBUCKS CORP COM 855244109 782 10,115 SH   SOLE   10,115 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 929 11,495 SH   SOLE   9,345 0 2,150
STARZ COM SER A 85571Q102 723 24,300 SH   SOLE   18,700 0 5,600
STEEL DYNAMICS INC COM 858119100 657 36,630 SH   SOLE   17,000 0 19,630
SUNPOWER CORP COM 867652406 1,928 47,050 SH   SOLE   45,875 0 1,175
SUNSTONE HOTEL INVS INC NEW COM 867892101 186 12,480 SH   SOLE   5,380 0 7,100
SUNTRUST BKS INC COM 867914103 3,225 80,520 SH   SOLE   60,535 0 19,985
SUPERVALU INC COM 868536103 1,733 210,900 SH   SOLE   201,925 0 8,975
SVB FINL GROUP COM 78486Q101 14,447 123,885 SH   SOLE   85,430 0 38,455
SWIFT TRANSN CO CL A 87074U101 222 8,825 SH   SOLE   6,475 0 2,350
SYMETRA FINL CORP COM 87151Q106 417 18,365 SH   SOLE   11,365 0 7,000
SYSCO CORP COM 871829107 228 6,100 SH   SOLE   0 0 6,100
TABLEAU SOFTWARE INC CL A 87336U105 221 3,100 SH   SOLE   3,100 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 364 16,380 SH   SOLE   10,390 0 5,990
TARGET CORP COM 87612E106 599 10,350 SH   SOLE   10,350 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 4,672 149,050 SH   SOLE   19,350 0 129,700
TECH DATA CORP COM 878237106 1,095 17,515 SH   SOLE   16,355 0 1,160
TECHTARGET INC COM 87874R100 94 10,665 SH   SOLE   3,165 0 7,500
TELECOMMUNICATION SYS INC CL A 87929J103 88 26,965 SH   SOLE   26,965 0 0
TIFFANY & CO NEW COM 886547108 310 3,100 SH   SOLE   3,100 0 0
TIME WARNER INC COM NEW 887317303 13,073 186,105 SH   SOLE   89,715 0 96,390
TJX COS INC NEW COM 872540109 7,308 137,510 SH   SOLE   108,825 0 28,685
T-MOBILE US INC COM 872590104 8,964 266,640 SH   SOLE   114,155 0 152,485
TORO CO COM 891092108 1,875 29,495 SH   SOLE   25,960 0 3,535
TOWER INTL INC COM 891826109 215 5,850 SH   SOLE   3,550 0 2,300
TRAVELERS COMPANIES INC COM 89417E109 45,900 487,940 SH   SOLE   276,105 0 211,835
TRINITY INDS INC COM 896522109 46,690 1,067,950 SH   SOLE   632,380 0 435,570
TUPPERWARE BRANDS CORP COM 899896104 6,431 76,840 SH   SOLE   43,140 0 33,700
TUTOR PERINI CORP COM 901109108 456 14,380 SH   SOLE   7,330 0 7,050
TYSON FOODS INC CL A 902494103 34,051 907,065 SH   SOLE   560,740 0 346,325
UBIQUITI NETWORKS INC COM 90347A100 256 5,675 SH   SOLE   4,100 0 1,575
ULTRA PETROLEUM CORP COM 903914109 1,298 43,740 SH   SOLE   30,290 0 13,450
UNION PAC CORP COM 907818108 27,498 275,670 SH   SOLE   151,310 0 124,360
UNITED RENTALS INC COM 911363109 755 7,215 SH   SOLE   7,065 0 150
UNITED STATES STL CORP NEW COM 912909108 11,318 434,645 SH   SOLE   214,095 0 220,550
UNITED TECHNOLOGIES CORP COM 913017109 445 3,855 SH   SOLE   1,275 0 2,580
UNITED THERAPEUTICS CORP DEL COM 91307C102 20,349 229,965 SH   SOLE   145,900 0 84,065
UNIVERSAL HLTH SVCS INC CL B 913903100 1,217 12,715 SH   SOLE   12,365 0 350
US BANCORP DEL COM NEW 902973304 542 12,515 SH   SOLE   12,515 0 0
V F CORP COM 918204108 338 5,375 SH   SOLE   5,375 0 0
VALERO ENERGY CORP NEW COM 91913Y100 10,929 218,160 SH   SOLE   122,660 0 95,500
VECTREN CORP COM 92240G101 1,152 27,120 SH   SOLE   24,420 0 2,700
VENTAS INC COM 92276F100 432 6,750 SH   SOLE   5,000 0 1,750
VERISIGN INC COM 92343E102 27,773 569,015 SH   SOLE   338,930 0 230,085
VERIZON COMMUNICATIONS INC COM 92343V104 27,960 571,430 SH   SOLE   348,780 0 222,650
VIACOM INC NEW CL B 92553P201 235 2,715 SH   SOLE   2,715 0 0
VISA INC COM CL A 92826C839 29,315 139,125 SH   SOLE   83,520 0 55,605
WADDELL & REED FINL INC CL A 930059100 2,536 40,520 SH   SOLE   36,140 0 4,380
WAL-MART STORES INC COM 931142103 13,581 180,920 SH   SOLE   92,370 0 88,550
WARREN RES INC COM 93564A100 93 15,065 SH   SOLE   8,765 0 6,300
WASHINGTON PRIME GROUP INC COM 939647103 473 25,250 SH   SOLE   18,726 0 6,524
WELLCARE HEALTH PLANS INC COM 94946T106 1,190 15,945 SH   SOLE   14,165 0 1,780
WELLPOINT INC COM 94973V107 22,769 211,595 SH   SOLE   118,150 0 93,445
WELLS FARGO & CO NEW COM 949746101 90,240 1,716,910 SH   SOLE   942,850 0 774,060
WENDYS CO COM 95058W100 5,130 601,480 SH   SOLE   239,085 0 362,395
WESTAR ENERGY INC COM 95709T100 3,533 92,520 SH   SOLE   90,070 0 2,450
WESTLAKE CHEM CORP COM 960413102 448 5,350 SH   SOLE   5,350 0 0
WHIRLPOOL CORP COM 963320106 15,358 110,315 SH   SOLE   59,315 0 51,000
WHITEWAVE FOODS CO COM CL A 966244105 1,460 45,120 SH   SOLE   44,165 0 955
WILLIAMS CLAYTON ENERGY INC COM 969490101 212 1,545 SH   SOLE   945 0 600
WORTHINGTON INDS INC COM 981811102 2,993 69,540 SH   SOLE   65,795 0 3,745
WPX ENERGY INC COM 98212B103 2,443 102,185 SH   SOLE   91,270 0 10,915
WYNN RESORTS LTD COM 983134107 733 3,535 SH   SOLE   3,535 0 0
XILINX INC COM 983919101 29,835 630,630 SH   SOLE   374,830 0 255,800
ZEBRA TECHNOLOGIES CORP CL A 989207105 1,700 20,660 SH   SOLE   20,120 0 540