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 19,426 117,770 SH   SOLE   62,130 0 55,640
ABBVIE INC COM 00287Y109 23,772 406,080 SH   SOLE   263,800 0 142,280
ACCO BRANDS CORP COM 00081T108 233 28,015 SH   SOLE   16,170 0 11,845
ACTAVIS PLC SHS G0083B108 10,934 36,739 SH   SOLE   22,249 0 14,490
ACUITY BRANDS INC COM 00508Y102 5,720 34,015 SH   SOLE   31,965 0 2,050
ADOBE SYS INC COM 00724F101 9,407 127,230 SH   SOLE   68,895 0 58,335
ADVANCE AUTO PARTS INC COM 00751Y106 651 4,350 SH   SOLE   4,230 0 120
ADVANCED MICRO DEVICES INC COM 007903107 13,993 5,221,410 SH   SOLE   2,816,000 0 2,405,410
AETNA INC NEW COM 00817Y108 9,044 84,900 SH   SOLE   54,575 0 30,325
AG MTG INVT TR INC COM 001228105 551 29,230 SH   SOLE   14,850 0 14,380
AGL RES INC COM 001204106 796 16,025 SH   SOLE   13,280 0 2,745
AIR PRODS & CHEMS INC COM 009158106 734 4,855 SH   SOLE   3,745 0 1,110
ALASKA AIR GROUP INC COM 011659109 4,338 65,545 SH   SOLE   38,570 0 26,975
ALCOA INC COM 013817101 8,646 669,160 SH   SOLE   419,960 0 249,200
ALEXION PHARMACEUTICALS INC COM 015351109 497 2,865 SH   SOLE   2,865 0 0
ALLIANT ENERGY CORP COM 018802108 2,107 33,450 SH   SOLE   32,520 0 930
ALLISON TRANSMISSION HLDGS I COM 01973R101 904 28,290 SH   SOLE   27,505 0 785
ALLSTATE CORP COM 020002101 1,543 21,685 SH   SOLE   15,475 0 6,210
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 177 19,835 SH   SOLE   7,870 0 11,965
ALTRIA GROUP INC COM 02209S103 1,151 23,020 SH   SOLE   22,820 0 200
AMBAC FINL GROUP INC COM NEW 023139884 263 10,850 SH   SOLE   10,850 0 0
AMDOCS LTD SHS G02602103 319 5,860 SH   SOLE   5,700 0 160
AMEREN CORP COM 023608102 5,821 137,940 SH   SOLE   50,370 0 87,570
AMERICAN AIRLS GROUP INC COM 02376R102 2,155 40,830 SH   SOLE   3,630 0 37,200
AMERICAN ELEC PWR INC COM 025537101 1,273 22,625 SH   SOLE   14,550 0 8,075
AMERICAN FINL GROUP INC OHIO COM 025932104 3,005 46,844 SH   SOLE   44,764 0 2,080
AMERICAN INTL GROUP INC COM NEW 026874784 4,886 89,180 SH   SOLE   65,980 0 23,200
AMERICAN STS WTR CO COM 029899101 211 5,295 SH   SOLE   2,900 0 2,395
AMERICAN WTR WKS CO INC NEW COM 030420103 4,008 73,940 SH   SOLE   30,040 0 43,900
AMERIPRISE FINL INC COM 03076C106 438 3,345 SH   SOLE   2,845 0 500
AMERISOURCEBERGEN CORP COM 03073E105 31,259 274,995 SH   SOLE   155,735 0 119,260
AMGEN INC COM 031162100 1,389 8,690 SH   SOLE   8,690 0 0
ANACOR PHARMACEUTICALS INC COM 032420101 285 4,935 SH   SOLE   2,810 0 2,125
ANADARKO PETE CORP COM 032511107 201 2,425 SH   SOLE   1,425 0 1,000
ANSYS INC COM 03662Q105 1,519 17,220 SH   SOLE   16,740 0 480
ANTHEM INC COM 036752103 29,117 188,570 SH   SOLE   104,460 0 84,110
ANWORTH MORTGAGE ASSET CP COM 037347101 448 87,965 SH   SOLE   50,620 0 37,345
APOLLO INVT CORP COM 03761U106 1,602 208,775 SH   SOLE   203,100 0 5,675
APPLE INC COM 037833100 157,500 1,265,769 SH   SOLE   759,925 0 505,844
APPLIED MATLS INC COM 038222105 220 9,770 SH   SOLE   3,150 0 6,620
ARCHER DANIELS MIDLAND CO COM 039483102 27,889 588,385 SH   SOLE   336,025 0 252,360
ARGAN INC COM 04010E109 261 7,215 SH   SOLE   4,075 0 3,140
ARISTA NETWORKS INC COM 040413106 265 3,755 SH   SOLE   3,755 0 0
ARROW ELECTRS INC COM 042735100 2,714 44,375 SH   SOLE   42,060 0 2,315
ASBURY AUTOMOTIVE GROUP INC COM 043436104 215 2,585 SH   SOLE   1,220 0 1,365
ASHLAND INC NEW COM 044209104 18,597 146,080 SH   SOLE   86,915 0 59,165
ASPEN INSURANCE HOLDINGS LTD SHS G05384105 2,283 48,345 SH   SOLE   47,100 0 1,245
ASPEN TECHNOLOGY INC COM 045327103 3,886 100,970 SH   SOLE   97,170 0 3,800
ASSOCIATED BANC CORP COM 045487105 1,387 74,565 SH   SOLE   72,645 0 1,920
ASSOCIATED ESTATES RLTY CORP COM 045604105 257 10,405 SH   SOLE   6,205 0 4,200
ASSURED GUARANTY LTD COM G0585R106 13,787 522,435 SH   SOLE   321,590 0 200,845
AT&T INC COM 00206R102 35,483 1,086,769 SH   SOLE   651,357 0 435,412
ATMOS ENERGY CORP COM 049560105 23,571 426,230 SH   SOLE   271,895 0 154,335
ATWOOD OCEANICS INC COM 050095108 4,216 149,965 SH   SOLE   80,695 0 69,270
AVAGO TECHNOLOGIES LTD SHS Y0486S104 284 2,240 SH   SOLE   1,780 0 460
AVERY DENNISON CORP COM 053611109 1,233 23,300 SH   SOLE   19,225 0 4,075
AVIS BUDGET GROUP COM 053774105 253 4,295 SH   SOLE   4,295 0 0
AVNET INC COM 053807103 781 17,550 SH   SOLE   10,490 0 7,060
AVON PRODS INC COM 054303102 1,941 242,880 SH   SOLE   203,210 0 39,670
BAKER HUGHES INC COM 057224107 402 6,325 SH   SOLE   6,325 0 0
BALL CORP COM 058498106 811 11,485 SH   SOLE   11,165 0 320
BANK AMER CORP COM 060505104 16,031 1,041,670 SH   SOLE   551,925 0 489,745
BANK NEW YORK MELLON CORP COM 064058100 708 17,595 SH   SOLE   11,985 0 5,610
BARNES & NOBLE INC COM 067774109 262 11,015 SH   SOLE   3,950 0 7,065
BEMIS INC COM 081437105 2,945 63,590 SH   SOLE   57,550 0 6,040
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,558 177,090 SH   SOLE   110,010 0 67,080
BEST BUY INC COM 086516101 31,347 829,505 SH   SOLE   474,735 0 354,770
BGC PARTNERS INC CL A 05541T101 211 22,310 SH   SOLE   12,365 0 9,945
BIG LOTS INC COM 089302103 10,176 211,875 SH   SOLE   113,040 0 98,835
BIOGEN INC COM 09062X103 16,199 38,365 SH   SOLE   24,320 0 14,045
BOEING CO COM 097023105 786 5,240 SH   SOLE   5,140 0 100
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 5,891 203,545 SH   SOLE   125,850 0 77,695
BOSTON SCIENTIFIC CORP COM 101137107 1,830 103,085 SH   SOLE   63,745 0 39,340
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 7,125 445,900 SH   SOLE   125,660 0 320,240
BRINKER INTL INC COM 109641100 9,093 147,705 SH   SOLE   104,875 0 42,830
BRISTOL MYERS SQUIBB CO COM 110122108 886 13,740 SH   SOLE   10,035 0 3,705
BROADCOM CORP CL A 111320107 1,033 23,850 SH   SOLE   19,415 0 4,435
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,931 107,815 SH   SOLE   100,435 0 7,380
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 5,315 447,950 SH   SOLE   80,820 0 367,130
BUILD A BEAR WORKSHOP COM 120076104 243 12,375 SH   SOLE   6,755 0 5,620
BUNGE LIMITED COM G16962105 839 10,190 SH   SOLE   3,645 0 6,545
BURLINGTON STORES INC COM 122017106 630 10,600 SH   SOLE   10,075 0 525
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 2,507 34,245 SH   SOLE   34,245 0 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 20,403 1,114,944 SH   SOLE   736,405 0 378,539
CABOT MICROELECTRONICS CORP COM 12709P103 383 7,670 SH   SOLE   3,975 0 3,695
CAPITAL ONE FINL CORP COM 14040H105 11,257 142,820 SH   SOLE   98,805 0 44,015
CARDINAL HEALTH INC COM 14149Y108 24,795 274,680 SH   SOLE   177,620 0 97,060
CARTER INC COM 146229109 908 9,820 SH   SOLE   9,545 0 275
CATHAY GEN BANCORP COM 149150104 4,319 151,795 SH   SOLE   142,965 0 8,830
CBL & ASSOC PPTYS INC COM 124830100 18,471 932,880 SH   SOLE   471,835 0 461,045
CDW CORP COM 12514G108 17,883 480,205 SH   SOLE   308,090 0 172,115
CELGENE CORP COM 151020104 10,755 93,295 SH   SOLE   55,735 0 37,560
CENTENE CORP DEL COM 15135B101 1,945 27,520 SH   SOLE   25,685 0 1,835
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 148 13,910 SH   SOLE   4,220 0 9,690
CENTURY ALUM CO COM 156431108 229 16,615 SH   SOLE   10,700 0 5,915
CENTURYLINK INC COM 156700106 986 28,545 SH   SOLE   22,100 0 6,445
CF INDS HLDGS INC COM 125269100 2,952 10,405 SH   SOLE   7,965 0 2,440
CHARLES RIV LABS INTL INC COM 159864107 3,410 43,005 SH   SOLE   41,385 0 1,620
CHENIERE ENERGY INC COM NEW 16411R208 252 3,250 SH   SOLE   3,250 0 0
CHESAPEAKE LODGING TR SH BEN INT 165240102 273 8,060 SH   SOLE   1,730 0 6,330
CHEVRON CORP NEW COM 166764100 21,238 202,305 SH   SOLE   115,700 0 86,605
CHIMERA INVT CORP COM 16934Q109 14,699 4,681,195 SH   SOLE   2,674,540 0 2,006,655
CHOICE HOTELS INTL INC COM 169905106 1,601 24,987 SH   SOLE   22,607 0 2,380
CHURCH & DWIGHT INC COM 171340102 650 7,610 SH   SOLE   7,400 0 210
CIGNA CORPORATION COM 125509109 44,164 341,190 SH   SOLE   171,510 0 169,680
CINEMARK HOLDINGS INC COM 17243V102 3,466 76,905 SH   SOLE   37,655 0 39,250
CINTAS CORP COM 172908105 11,707 143,420 SH   SOLE   55,500 0 87,920
CISCO SYS INC COM 17275R102 33,699 1,224,310 SH   SOLE   767,695 0 456,615
CITIGROUP INC COM NEW 172967424 3,632 70,501 SH   SOLE   54,241 0 16,260
CITY HLDG CO COM 177835105 396 8,415 SH   SOLE   4,360 0 4,055
CLIFFS NAT RES INC COM 18683K101 542 112,680 SH   SOLE   102,850 0 9,830
CLOROX CO DEL COM 189054109 29,947 271,280 SH   SOLE   149,005 0 122,275
CME GROUP INC COM 12572Q105 34,920 368,700 SH   SOLE   187,270 0 181,430
COGNEX CORP COM 192422103 303 6,110 SH   SOLE   5,940 0 170
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 891 14,280 SH   SOLE   14,280 0 0
COMCAST CORP NEW CL A 20030N101 11,829 209,468 SH   SOLE   128,880 0 80,588
COMMERCIAL METALS CO COM 201723103 197 12,175 SH   SOLE   8,075 0 4,100
COMMUNITY HEALTH SYS INC NEW COM 203668108 648 12,400 SH   SOLE   12,130 0 270
COMPASS MINERALS INTL INC COM 20451N101 1,097 11,765 SH   SOLE   11,440 0 325
COMPUTER SCIENCES CORP COM 205363104 7,146 109,462 SH   SOLE   9,030 0 100,432
CONAGRA FOODS INC COM 205887102 731 20,000 SH   SOLE   20,000 0 0
CONOCOPHILLIPS COM 20825C104 11,626 186,740 SH   SOLE   122,895 0 63,845
CONSOLIDATED EDISON INC COM 209115104 973 15,945 SH   SOLE   5,610 0 10,335
CONSTELLATION BRANDS INC CL A 21036P108 513 4,415 SH   SOLE   4,415 0 0
CONVERGYS CORP COM 212485106 1,025 44,815 SH   SOLE   43,570 0 1,245
CON-WAY INC COM 205944101 2,331 52,810 SH   SOLE   47,140 0 5,670
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 3,987 135,695 SH   SOLE   102,205 0 33,490
COSTCO WHSL CORP NEW COM 22160K105 20,252 133,680 SH   SOLE   74,870 0 58,810
CRACKER BARREL OLD CTRY STOR COM 22410J106 980 6,440 SH   SOLE   5,715 0 725
CREDIT ACCEP CORP MICH COM 225310101 299 1,535 SH   SOLE   1,490 0 45
CSX CORP COM 126408103 505 15,240 SH   SOLE   10,200 0 5,040
CVS HEALTH CORP COM 126650100 1,079 10,450 SH   SOLE   10,450 0 0
CYS INVTS INC COM 12673A108 125 14,045 SH   SOLE   9,535 0 4,510
DANA HLDG CORP COM 235825205 638 30,130 SH   SOLE   28,060 0 2,070
DANAHER CORP DEL COM 235851102 1,962 23,110 SH   SOLE   20,715 0 2,395
DARDEN RESTAURANTS INC COM 237194105 229 3,300 SH   SOLE   2,210 0 1,090
DECKERS OUTDOOR CORP COM 243537107 682 9,360 SH   SOLE   8,305 0 1,055
DELPHI AUTOMOTIVE PLC SHS G27823106 325 4,075 SH   SOLE   2,650 0 1,425
DELTA AIR LINES INC DEL COM NEW 247361702 18,306 407,160 SH   SOLE   241,935 0 165,225
DELUXE CORP COM 248019101 3,922 56,615 SH   SOLE   51,570 0 5,045
DIAMONDROCK HOSPITALITY CO COM 252784301 393 27,825 SH   SOLE   17,425 0 10,400
DIGITAL RLTY TR INC COM 253868103 3,709 56,230 SH   SOLE   45,190 0 11,040
DIRECTV COM 25490A309 7,811 91,784 SH   SOLE   56,190 0 35,594
DISCOVER FINL SVCS COM 254709108 3,118 55,340 SH   SOLE   41,655 0 13,685
DISNEY WALT CO COM DISNEY 254687106 62,437 595,265 SH   SOLE   350,760 0 244,505
DOMINOS PIZZA INC COM 25754A201 1,304 12,965 SH   SOLE   12,705 0 260
DR PEPPER SNAPPLE GROUP INC COM 26138E109 38,399 489,280 SH   SOLE   282,195 0 207,085
DRESSER-RAND GROUP INC COM 261608103 1,115 13,880 SH   SOLE   13,500 0 380
DST SYS INC DEL COM 233326107 2,680 24,210 SH   SOLE   22,975 0 1,235
DTE ENERGY CO COM 233331107 217 2,685 SH   SOLE   455 0 2,230
DYCOM INDS INC COM 267475101 267 5,470 SH   SOLE   3,570 0 1,900
EDISON INTL COM 281020107 5,532 88,555 SH   SOLE   34,380 0 54,175
EDWARDS LIFESCIENCES CORP COM 28176E108 23,673 166,170 SH   SOLE   87,230 0 78,940
ELECTRONIC ARTS INC COM 285512109 57,316 974,510 SH   SOLE   562,325 0 412,185
ENDO INTL PLC SHS G30401106 1,061 11,824 SH   SOLE   10,974 0 850
ENERGEN CORP COM 29265N108 614 9,310 SH   SOLE   9,050 0 260
ENERGIZER HLDGS INC COM 29266R108 1,815 13,145 SH   SOLE   12,780 0 365
ENTERGY CORP NEW COM 29364G103 29,739 383,785 SH   SOLE   242,445 0 141,340
EOG RES INC COM 26875P101 12,023 131,125 SH   SOLE   82,815 0 48,310
EPLUS INC COM 294268107 575 6,615 SH   SOLE   3,580 0 3,035
EQUITY LIFESTYLE PPTYS INC COM 29472R108 857 15,590 SH   SOLE   15,180 0 410
ESSEX PPTY TR INC COM 297178105 364 1,585 SH   SOLE   1,585 0 0
EVEREST RE GROUP LTD COM G3223R108 9,074 52,150 SH   SOLE   24,155 0 27,995
EXELON CORP COM 30161N101 17,943 533,870 SH   SOLE   314,725 0 219,145
EXPEDIA INC DEL COM NEW 30212P303 3,524 37,440 SH   SOLE   28,650 0 8,790
EXPRESS SCRIPTS HLDG CO COM 30219G108 6,289 72,484 SH   SOLE   44,459 0 28,025
EXTRA SPACE STORAGE INC COM 30225T102 2,856 42,265 SH   SOLE   40,555 0 1,710
EXXON MOBIL CORP COM 30231G102 88,394 1,039,924 SH   SOLE   609,786 0 430,138
F5 NETWORKS INC COM 315616102 9,077 78,970 SH   SOLE   53,430 0 25,540
FACEBOOK INC CL A 30303M102 50,757 617,365 SH   SOLE   376,175 0 241,190
FAIRCHILD SEMICONDUCTOR INTL COM 303726103 3,495 192,220 SH   SOLE   175,080 0 17,140
FEDERAL SIGNAL CORP COM 313855108 279 17,685 SH   SOLE   9,260 0 8,425
FIRST AMERN FINL CORP COM 31847R102 659 18,475 SH   SOLE   10,055 0 8,420
FIRST BANCORP P R COM NEW 318672706 95 15,250 SH   SOLE   15,250 0 0
FIRST HORIZON NATL CORP COM 320517105 1,368 95,730 SH   SOLE   93,350 0 2,380
FLEETCOR TECHNOLOGIES INC COM 339041105 301 1,995 SH   SOLE   1,995 0 0
FLOWERS FOODS INC COM 343498101 670 29,480 SH   SOLE   28,680 0 800
FMC TECHNOLOGIES INC COM 30249U101 6,683 180,580 SH   SOLE   129,580 0 51,000
FOOT LOCKER INC COM 344849104 4,506 71,525 SH   SOLE   62,485 0 9,040
FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 810 19,865 SH   SOLE   13,360 0 6,505
FRESH DEL MONTE PRODUCE INC ORD G36738105 359 9,220 SH   SOLE   5,070 0 4,150
FRONTIER COMMUNICATIONS CORP COM 35906A108 100 14,130 SH   SOLE   14,130 0 0
GENERAL DYNAMICS CORP COM 369550108 36,334 267,695 SH   SOLE   170,585 0 97,110
GENERAL ELECTRIC CO COM 369604103 43,495 1,753,117 SH   SOLE   1,059,545 0 693,572
GENERAL GROWTH PPTYS INC NEW COM 370023103 245 8,285 SH   SOLE   0 0 8,285
GENERAL MTRS CO COM 37045V100 8,024 213,980 SH   SOLE   105,285 0 108,695
GEO GROUP INC NEW COM 36162J106 205 4,695 SH   SOLE   4,695 0 0
GILEAD SCIENCES INC COM 375558103 63,797 650,125 SH   SOLE   375,220 0 274,905
GOLDMAN SACHS GROUP INC COM 38141G104 42,152 224,250 SH   SOLE   133,600 0 90,650
GOOGLE INC CL A 38259P508 18,396 33,164 SH   SOLE   20,788 0 12,376
GOOGLE INC CL C 38259P706 10,562 19,274 SH   SOLE   12,613 0 6,661
GRAHAM HLDGS CO COM 384637104 2,144 2,043 SH   SOLE   1,808 0 235
GREAT SOUTHN BANCORP INC COM 390905107 446 11,325 SH   SOLE   6,195 0 5,130
GREAT WESTN BANCORP INC COM 391416104 303 13,780 SH   SOLE   8,690 0 5,090
GREATBATCH INC COM 39153L106 239 4,125 SH   SOLE   2,410 0 1,715
GREENBRIER COS INC COM 393657101 362 6,250 SH   SOLE   3,060 0 3,190
GULFPORT ENERGY CORP COM NEW 402635304 5,094 110,965 SH   SOLE   45,570 0 65,395
HALLMARK FINL SVCS INC EC COM NEW 40624Q203 159 15,035 SH   SOLE   0 0 15,035
HALYARD HEALTH INC COM 40650V100 2,916 59,270 SH   SOLE   53,455 0 5,815
HANCOCK HLDG CO COM 410120109 1,902 63,685 SH   SOLE   61,940 0 1,745
HANESBRANDS INC COM 410345102 352 10,515 SH   SOLE   10,515 0 0
HARMAN INTL INDS INC COM 413086109 878 6,567 SH   SOLE   6,390 0 177
HARTFORD FINL SVCS GROUP INC COM 416515104 318 7,615 SH   SOLE   0 0 7,615
HCP INC COM 40414L109 286 6,630 SH   SOLE   3,850 0 2,780
HD SUPPLY HLDGS INC COM 40416M105 217 6,965 SH   SOLE   2,925 0 4,040
HEALTH CARE REIT INC COM 42217K106 362 4,675 SH   SOLE   3,655 0 1,020
HEALTH NET INC COM 42222G108 6,901 114,085 SH   SOLE   99,245 0 14,840
HELEN OF TROY CORP LTD COM G4388N106 223 2,740 SH   SOLE   1,470 0 1,270
HENRY JACK & ASSOC INC COM 426281101 2,108 30,165 SH   SOLE   29,350 0 815
HERSHA HOSPITALITY TR SH BEN INT A 427825104 119 18,395 SH   SOLE   6,520 0 11,875
HEWLETT PACKARD CO COM 428236103 39,710 1,274,385 SH   SOLE   746,890 0 527,495
HIGHWOODS PPTYS INC COM 431284108 2,538 55,440 SH   SOLE   47,625 0 7,815
HNI CORP COM 404251100 2,689 48,745 SH   SOLE   44,220 0 4,525
HOLLYFRONTIER CORP COM 436106108 911 22,620 SH   SOLE   21,995 0 625
HOLOGIC INC COM 436440101 2,821 85,430 SH   SOLE   83,175 0 2,255
HOME DEPOT INC COM 437076102 36,015 317,005 SH   SOLE   192,375 0 124,630
HONEYWELL INTL INC COM 438516106 23,222 222,625 SH   SOLE   135,735 0 86,890
HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 32,693 991,005 SH   SOLE   592,150 0 398,855
HOST HOTELS & RESORTS INC COM 44107P104 660 32,690 SH   SOLE   22,495 0 10,195
HUDSON PAC PPTYS INC COM 444097109 629 18,940 SH   SOLE   10,830 0 8,110
HUNTINGTON BANCSHARES INC COM 446150104 1,871 169,360 SH   SOLE   115,230 0 54,130
HUNTINGTON INGALLS INDS INC COM 446413106 3,280 23,405 SH   SOLE   22,840 0 565
ICU MED INC COM 44930G107 267 2,870 SH   SOLE   1,915 0 955
IDACORP INC COM 451107106 2,029 32,275 SH   SOLE   29,180 0 3,095
IDEX CORP COM 45167R104 1,062 14,010 SH   SOLE   13,625 0 385
IDEXX LABS INC COM 45168D104 1,537 9,950 SH   SOLE   9,685 0 265
ILLINOIS TOOL WKS INC COM 452308109 1,467 15,100 SH   SOLE   9,555 0 5,545
ILLUMINA INC COM 452327109 306 1,650 SH   SOLE   1,650 0 0
IMPAX LABORATORIES INC COM 45256B101 255 5,430 SH   SOLE   3,170 0 2,260
INGERSOLL-RAND PLC SHS G47791101 641 9,410 SH   SOLE   6,050 0 3,360
INGREDION INC COM 457187102 585 7,520 SH   SOLE   7,310 0 210
INTEL CORP COM 458140100 4,197 134,210 SH   SOLE   113,660 0 20,550
INTERCONTINENTAL EXCHANGE IN COM 45866F104 1,033 4,430 SH   SOLE   3,520 0 910
INTERDIGITAL INC COM 45867G101 4,555 89,780 SH   SOLE   86,570 0 3,210
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 279 2,380 SH   SOLE   2,380 0 0
INTERPUBLIC GROUP COS INC COM 460690100 629 28,435 SH   SOLE   27,670 0 765
INTL FCSTONE INC COM 46116V105 248 8,340 SH   SOLE   6,890 0 1,450
INTL PAPER CO COM 460146103 1,292 23,280 SH   SOLE   15,885 0 7,395
INTUIT COM 461202103 5,056 52,145 SH   SOLE   42,615 0 9,530
IPG PHOTONICS CORP COM 44980X109 1,486 16,025 SH   SOLE   15,680 0 345
ITT CORP NEW COM NEW 450911201 6,117 153,275 SH   SOLE   52,860 0 100,415
JABIL CIRCUIT INC COM 466313103 33,512 1,433,380 SH   SOLE   898,270 0 535,110
JACK IN THE BOX INC COM 466367109 787 8,205 SH   SOLE   7,640 0 565
JANUS CAP GROUP INC COM 47102X105 3,406 198,137 SH   SOLE   192,737 0 5,400
JARDEN CORP COM 471109108 993 18,780 SH   SOLE   18,260 0 520
JETBLUE AIRWAYS CORP COM 477143101 2,109 109,535 SH   SOLE   95,410 0 14,125
JOHNSON & JOHNSON COM 478160104 95,835 952,636 SH   SOLE   562,788 0 389,848
JONES LANG LASALLE INC COM 48020Q107 1,124 6,595 SH   SOLE   6,100 0 495
JPMORGAN CHASE & CO COM 46625H100 83,943 1,385,656 SH   SOLE   825,352 0 560,304
KBR INC COM 48242W106 3,442 237,690 SH   SOLE   203,355 0 34,335
KEYCORP NEW COM 493267108 13,992 988,140 SH   SOLE   447,845 0 540,295
KILROY RLTY CORP COM 49427F108 891 11,700 SH   SOLE   11,380 0 320
KIMBERLY CLARK CORP COM 494368103 3,604 33,645 SH   SOLE   11,065 0 22,580
KINDER MORGAN INC DEL COM 49456B101 908 21,585 SH   SOLE   21,585 0 0
KOHLS CORP COM 500255104 386 4,935 SH   SOLE   0 0 4,935
KROGER CO COM 501044101 28,183 367,640 SH   SOLE   228,630 0 139,010
LAM RESEARCH CORP COM 512807108 11,119 158,305 SH   SOLE   91,740 0 66,565
LANDSTAR SYS INC COM 515098101 1,869 28,190 SH   SOLE   25,925 0 2,265
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 4,862 125,125 SH   SOLE   114,850 0 10,275
LAZARD LTD SHS A G54050102 5,444 103,510 SH   SOLE   49,145 0 54,365
LEAR CORP COM NEW 521865204 29,206 263,540 SH   SOLE   155,895 0 107,645
LENNOX INTL INC COM 526107107 4,798 42,960 SH   SOLE   24,195 0 18,765
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 10,715 199,010 SH   SOLE   91,790 0 107,220
LEXMARK INTL NEW CL A 529771107 665 15,710 SH   SOLE   11,855 0 3,855
LIFEPOINT HOSPITALS INC COM 53219L109 523 7,120 SH   SOLE   6,925 0 195
LILLY ELI & CO COM 532457108 265 3,645 SH   SOLE   3,645 0 0
LINCOLN NATL CORP IND COM 534187109 50,138 872,575 SH   SOLE   473,125 0 399,450
LINEAR TECHNOLOGY CORP COM 535678106 15,193 324,645 SH   SOLE   191,685 0 132,960
LOCKHEED MARTIN CORP COM 539830109 9,457 46,595 SH   SOLE   26,155 0 20,440
LORILLARD INC COM 544147101 834 12,760 SH   SOLE   11,920 0 840
LOWES COS INC COM 548661107 23,473 315,535 SH   SOLE   186,285 0 129,250
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 28,895 329,100 SH   SOLE   194,480 0 134,620
MADISON SQUARE GARDEN CO CL A 55826P100 5,710 67,455 SH   SOLE   36,720 0 30,735
MALLINCKRODT PUB LTD CO SHS G5785G107 19,219 151,749 SH   SOLE   75,329 0 76,420
MARRIOTT INTL INC NEW CL A 571903202 43,964 547,358 SH   SOLE   311,640 0 235,718
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 512 6,315 SH   SOLE   3,285 0 3,030
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 363 24,720 SH   SOLE   24,030 0 690
MASCO CORP COM 574599106 742 27,785 SH   SOLE   27,010 0 775
MASTERCARD INC CL A 57636Q104 2,679 31,010 SH   SOLE   24,910 0 6,100
MAXIMUS INC COM 577933104 1,477 22,130 SH   SOLE   20,550 0 1,580
MBIA INC COM 55262C100 674 72,495 SH   SOLE   45,655 0 26,840
MCGRAW HILL FINL INC COM 580645109 19,497 188,555 SH   SOLE   105,135 0 83,420
MEADWESTVACO CORP COM 583334107 539 10,815 SH   SOLE   9,620 0 1,195
MEDIVATION INC COM 58501N101 236 1,830 SH   SOLE   1,450 0 380
MEDNAX INC COM 58502B106 1,236 17,050 SH   SOLE   16,575 0 475
MEDTRONIC PLC SHS G5960L103 30,385 389,599 SH   SOLE   235,717 0 153,882
MERCK & CO INC NEW COM 58933Y105 24,467 425,665 SH   SOLE   216,360 0 209,305
MERITOR INC COM 59001K100 182 14,440 SH   SOLE   8,185 0 6,255
MERRIMACK PHARMACEUTICALS IN COM 590328100 332 27,950 SH   SOLE   14,730 0 13,220
METRO BANCORP INC PA COM 59161R101 400 14,500 SH   SOLE   7,920 0 6,580
METTLER TOLEDO INTERNATIONAL COM 592688105 3,591 10,925 SH   SOLE   10,620 0 305
MGIC INVT CORP WIS COM 552848103 314 32,555 SH   SOLE   19,020 0 13,535
MICHAEL KORS HLDGS LTD SHS G60754101 451 6,865 SH   SOLE   5,445 0 1,420
MICHAELS COS INC COM 59408Q106 453 16,725 SH   SOLE   15,140 0 1,585
MICROSOFT CORP COM 594918104 45,304 1,114,352 SH   SOLE   683,245 0 431,107
MINERALS TECHNOLOGIES INC COM 603158106 1,684 23,040 SH   SOLE   21,400 0 1,640
MONSTER BEVERAGE CORP COM 611740101 9,794 70,770 SH   SOLE   35,710 0 35,060
MORGAN STANLEY COM NEW 617446448 8,793 246,380 SH   SOLE   121,665 0 124,715
MURPHY USA INC COM 626755102 13,686 189,118 SH   SOLE   110,650 0 78,468
NASDAQ OMX GROUP INC COM 631103108 1,611 31,630 SH   SOLE   28,430 0 3,200
NATIONAL INSTRS CORP COM 636518102 642 20,025 SH   SOLE   19,485 0 540
NATIONAL OILWELL VARCO INC COM 637071101 4,270 85,410 SH   SOLE   45,685 0 39,725
NATIONAL RETAIL PPTYS INC COM 637417106 5,768 140,775 SH   SOLE   110,880 0 29,895
NAVIENT CORP COM 63938C108 547 26,925 SH   SOLE   26,925 0 0
NEUSTAR INC CL A 64126X201 671 27,265 SH   SOLE   26,505 0 760
NEW JERSEY RES COM 646025106 642 20,670 SH   SOLE   11,630 0 9,040
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 449 29,865 SH   SOLE   16,680 0 13,185
NEWFIELD EXPL CO COM 651290108 15,754 448,970 SH   SOLE   276,970 0 172,000
NEWMARKET CORP COM 651587107 1,579 3,305 SH   SOLE   3,215 0 90
NEWMONT MINING CORP COM 651639106 4,239 195,255 SH   SOLE   95,725 0 99,530
NEWPARK RES INC COM PAR $.01NEW 651718504 255 28,005 SH   SOLE   14,700 0 13,305
NIKE INC CL B 654106103 17,402 173,445 SH   SOLE   106,715 0 66,730
NOBLE CORP PLC SHS USD G65431101 5,861 410,420 SH   SOLE   252,290 0 158,130
NORTHERN TR CORP COM 665859104 4,569 65,605 SH   SOLE   51,725 0 13,880
NORTHROP GRUMMAN CORP COM 666807102 373 2,320 SH   SOLE   1,930 0 390
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 252 4,670 SH   SOLE   4,670 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 309 1,430 SH   SOLE   1,330 0 100
OCCIDENTAL PETE CORP DEL COM 674599105 1,385 18,970 SH   SOLE   12,960 0 6,010
OFFICE DEPOT INC COM 676220106 911 99,060 SH   SOLE   96,545 0 2,515
OIL STS INTL INC COM 678026105 844 21,225 SH   SOLE   20,675 0 550
OLD DOMINION FGHT LINES INC COM 679580100 2,578 33,345 SH   SOLE   31,855 0 1,490
OMEGA HEALTHCARE INVS INC COM 681936100 7,683 189,380 SH   SOLE   92,410 0 96,970
OMNICARE INC COM 681904108 1,865 24,205 SH   SOLE   22,730 0 1,475
ONE GAS INC COM 68235P108 785 18,150 SH   SOLE   17,645 0 505
ORACLE CORP COM 68389X105 17,629 408,540 SH   SOLE   254,890 0 153,650
P A M TRANSN SVCS INC COM 693149106 219 3,830 SH   SOLE   2,280 0 1,550
PACCAR INC COM 693718108 8,963 141,960 SH   SOLE   64,400 0 77,560
PACIFIC ETHANOL INC COM PAR $.001 69423U305 411 38,130 SH   SOLE   21,760 0 16,370
PALO ALTO NETWORKS INC COM 697435105 16,281 111,455 SH   SOLE   49,955 0 61,500
PARKER HANNIFIN CORP COM 701094104 26,889 226,375 SH   SOLE   136,715 0 89,660
PEBBLEBROOK HOTEL TR COM 70509V100 1,066 22,885 SH   SOLE   20,245 0 2,640
PEPSICO INC COM 713448108 27,071 283,110 SH   SOLE   173,205 0 109,905
PFIZER INC COM 717081103 37,783 1,086,038 SH   SOLE   737,179 0 348,859
PHARMACYCLICS INC COM 716933106 999 3,905 SH   SOLE   3,715 0 190
PHILIP MORRIS INTL INC COM 718172109 20,689 274,650 SH   SOLE   229,580 0 45,070
PHILLIPS 66 COM 718546104 7,224 91,913 SH   SOLE   41,603 0 50,310
PHOENIX COS INC NEW COM NEW 71902E604 279 5,575 SH   SOLE   3,265 0 2,310
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 197 10,560 SH   SOLE   10,560 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 17,787 787,385 SH   SOLE   507,380 0 280,005
PINNACLE FINL PARTNERS INC COM 72346Q104 530 11,920 SH   SOLE   6,310 0 5,610
PIPER JAFFRAY COS COM 724078100 252 4,810 SH   SOLE   1,010 0 3,800
PITNEY BOWES INC COM 724479100 2,603 111,640 SH   SOLE   83,700 0 27,940
PLATFORM SPECIALTY PRODS COR COM 72766Q105 326 12,695 SH   SOLE   12,695 0 0
PNM RES INC COM 69349H107 589 20,160 SH   SOLE   19,645 0 515
POPULAR INC COM NEW 733174700 1,472 42,795 SH   SOLE   41,650 0 1,145
POST PPTYS INC COM 737464107 3,306 58,063 SH   SOLE   55,733 0 2,330
PPG INDS INC COM 693506107 11,185 49,590 SH   SOLE   21,295 0 28,295
PPL CORP COM 69351T106 935 27,765 SH   SOLE   18,145 0 9,620
PREFERRED BK LOS ANGELES CA COM NEW 740367404 273 9,940 SH   SOLE   6,040 0 3,900
PRICELINE GRP INC COM NEW 741503403 710 610 SH   SOLE   610 0 0
PRIVATEBANCORP INC COM 742962103 599 17,035 SH   SOLE   9,900 0 7,135
PROCTER & GAMBLE CO COM 742718109 26,581 324,395 SH   SOLE   198,560 0 125,835
PRUDENTIAL FINL INC COM 744320102 265 3,305 SH   SOLE   0 0 3,305
PUBLIC STORAGE COM 74460D109 24,549 124,525 SH   SOLE   67,140 0 57,385
PUBLIC SVC ENTERPRISE GROUP COM 744573106 24,821 592,100 SH   SOLE   352,235 0 239,865
QUALCOMM INC COM 747525103 485 6,990 SH   SOLE   6,990 0 0
QUANTUM CORP COM DSSG 747906204 49 30,620 SH   SOLE   14,820 0 15,800
QUESTAR CORP COM 748356102 422 17,690 SH   SOLE   17,690 0 0
REALTY INCOME CORP COM 756109104 4,968 96,280 SH   SOLE   74,250 0 22,030
REGAL BELOIT CORP COM 758750103 2,121 26,545 SH   SOLE   25,815 0 730
REINSURANCE GROUP AMER INC COM NEW 759351604 3,230 34,665 SH   SOLE   33,725 0 940
RESOLUTE FST PRODS INC COM 76117W109 178 10,325 SH   SOLE   10,325 0 0
REYNOLDS AMERICAN INC COM 761713106 231 3,350 SH   SOLE   3,350 0 0
RITE AID CORP COM 767754104 5,296 609,455 SH   SOLE   318,325 0 291,130
ROBERT HALF INTL INC COM 770323103 15,523 256,495 SH   SOLE   152,340 0 104,155
ROCK-TENN CO CL A 772739207 5,383 83,460 SH   SOLE   34,555 0 48,905
ROCKWELL AUTOMATION INC COM 773903109 1,112 9,585 SH   SOLE   7,220 0 2,365
ROCKWELL COLLINS INC COM 774341101 374 3,875 SH   SOLE   3,875 0 0
ROSS STORES INC COM 778296103 3,025 28,715 SH   SOLE   21,075 0 7,640
ROVI CORP COM 779376102 949 52,130 SH   SOLE   50,690 0 1,440
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 2,312 28,250 SH   SOLE   28,250 0 0
SANMINA CORPORATION COM 801056102 599 24,780 SH   SOLE   13,635 0 11,145
SBA COMMUNICATIONS CORP COM 78388J106 6,080 51,920 SH   SOLE   24,115 0 27,805
SCHLUMBERGER LTD COM 806857108 22,209 266,164 SH   SOLE   154,775 0 111,389
SCIENCE APPLICATNS INTL CP N COM 808625107 744 14,490 SH   SOLE   14,090 0 400
SEALED AIR CORP NEW COM 81211K100 409 8,975 SH   SOLE   8,975 0 0
SEMPRA ENERGY COM 816851109 535 4,910 SH   SOLE   4,910 0 0
SEQUENOM INC COM NEW 817337405 62 15,580 SH   SOLE   5,555 0 10,025
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 318 9,435 SH   SOLE   8,035 0 1,400
SHERWIN WILLIAMS CO COM 824348106 25,192 88,550 SH   SOLE   53,670 0 34,880
SIGNET JEWELERS LIMITED SHS G81276100 1,953 14,070 SH   SOLE   13,070 0 1,000
SILICON LABORATORIES INC COM 826919102 1,462 28,793 SH   SOLE   27,983 0 810
SIMON PPTY GROUP INC NEW COM 828806109 8,073 41,265 SH   SOLE   33,345 0 7,920
SIRIUS XM HLDGS INC COM 82968B103 50 13,150 SH   SOLE   0 0 13,150
SM ENERGY CO COM 78454L100 768 14,870 SH   SOLE   14,090 0 780
SMITH A O COM 831865209 1,590 24,210 SH   SOLE   23,535 0 675
SNAP ON INC COM 833034101 8,239 56,025 SH   SOLE   24,345 0 31,680
SOLARWINDS INC COM 83416B109 489 9,550 SH   SOLE   9,335 0 215
SOUTHERN CO COM 842587107 633 14,290 SH   SOLE   8,750 0 5,540
SOUTHWEST AIRLS CO COM 844741108 29,056 655,895 SH   SOLE   385,130 0 270,765
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 37,042 709,475 SH   SOLE   426,785 0 282,690
SPX CORP COM 784635104 866 10,195 SH   SOLE   8,970 0 1,225
ST JUDE MED INC COM 790849103 416 6,355 SH   SOLE   4,640 0 1,715
STARBUCKS CORP COM 855244109 2,297 24,255 SH   SOLE   7,385 0 16,870
STEEL DYNAMICS INC COM 858119100 271 13,495 SH   SOLE   0 0 13,495
STRYKER CORP COM 863667101 231 2,505 SH   SOLE   2,505 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 247 14,804 SH   SOLE   7,383 0 7,421
SUNTRUST BKS INC COM 867914103 9,461 230,240 SH   SOLE   132,760 0 97,480
SUPERVALU INC COM 868536103 2,887 248,250 SH   SOLE   229,750 0 18,500
SVB FINL GROUP COM 78486Q101 2,794 21,995 SH   SOLE   21,390 0 605
SYNOPSYS INC COM 871607107 1,608 34,720 SH   SOLE   33,780 0 940
SYSCO CORP COM 871829107 13,256 351,345 SH   SOLE   184,040 0 167,305
TABLEAU SOFTWARE INC CL A 87336U105 291 3,140 SH   SOLE   3,140 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 344 13,525 SH   SOLE   5,420 0 8,105
TARGET CORP COM 87612E106 19,571 238,470 SH   SOLE   134,920 0 103,550
TECH DATA CORP COM 878237106 884 15,305 SH   SOLE   14,895 0 410
TEEKAY TANKERS LTD CL A Y8565N102 443 77,180 SH   SOLE   39,190 0 37,990
TELECOMMUNICATION SYS INC CL A 87929J103 67 17,385 SH   SOLE   17,385 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 217 2,030 SH   SOLE   2,030 0 0
TESORO CORP COM 881609101 15,955 174,775 SH   SOLE   104,000 0 70,775
TESSERA TECHNOLOGIES INC COM 88164L100 572 14,200 SH   SOLE   7,640 0 6,560
TEXAS INSTRS INC COM 882508104 18,919 330,830 SH   SOLE   204,240 0 126,590
TIME WARNER INC COM NEW 887317303 27,316 323,500 SH   SOLE   167,500 0 156,000
TJX COS INC NEW COM 872540109 723 10,325 SH   SOLE   10,325 0 0
TOLL BROTHERS INC COM 889478103 1,589 40,390 SH   SOLE   38,100 0 2,290
TORO CO COM 891092108 1,608 22,935 SH   SOLE   19,445 0 3,490
TRANSDIGM GROUP INC COM 893641100 400 1,830 SH   SOLE   1,830 0 0
TRAVELERS COMPANIES INC COM 89417E109 46,688 431,780 SH   SOLE   240,960 0 190,820
TRINITY INDS INC COM 896522109 28,949 815,240 SH   SOLE   505,075 0 310,165
TUPPERWARE BRANDS CORP COM 899896104 1,426 20,665 SH   SOLE   19,020 0 1,645
TYCO INTL PLC SHS G91442106 5,275 122,510 SH   SOLE   45,985 0 76,525
TYSON FOODS INC CL A 902494103 591 15,435 SH   SOLE   10,825 0 4,610
U S SILICA HLDGS INC COM 90346E103 1,086 30,495 SH   SOLE   28,785 0 1,710
UGI CORP NEW COM 902681105 4,095 125,660 SH   SOLE   50,135 0 75,525
UNION PAC CORP COM 907818108 39,405 363,820 SH   SOLE   217,215 0 146,605
UNITED STATES STL CORP NEW COM 912909108 16,625 681,355 SH   SOLE   431,495 0 249,860
UNITED TECHNOLOGIES CORP COM 913017109 544 4,645 SH   SOLE   1,195 0 3,450
UNITED THERAPEUTICS CORP DEL COM 91307C102 23,090 133,905 SH   SOLE   74,650 0 59,255
UNITEDHEALTH GROUP INC COM 91324P102 319 2,695 SH   SOLE   2,265 0 430
UNIVERSAL AMERN CORP NEW COM 91338E101 196 18,395 SH   SOLE   9,590 0 8,805
UNIVERSAL INS HLDGS INC COM 91359V107 677 26,445 SH   SOLE   14,515 0 11,930
V F CORP COM 918204108 643 8,535 SH   SOLE   5,765 0 2,770
VALERO ENERGY CORP NEW COM 91913Y100 17,252 271,175 SH   SOLE   170,290 0 100,885
VALSPAR CORP COM 920355104 2,201 26,195 SH   SOLE   24,865 0 1,330
VECTREN CORP COM 92240G101 3,958 89,670 SH   SOLE   82,775 0 6,895
VERISIGN INC COM 92343E102 49,556 739,975 SH   SOLE   437,870 0 302,105
VERIZON COMMUNICATIONS INC COM 92343V104 12,299 252,920 SH   SOLE   157,790 0 95,130
VISA INC COM CL A 92826C839 38,919 595,005 SH   SOLE   373,030 0 221,975
VONAGE HLDGS CORP COM 92886T201 87 17,690 SH   SOLE   13,250 0 4,440
WABTEC CORP COM 929740108 2,317 24,390 SH   SOLE   23,710 0 680
WAL-MART STORES INC COM 931142103 11,877 144,400 SH   SOLE   84,475 0 59,925
WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 416 15,070 SH   SOLE   7,060 0 8,010
WASTE MGMT INC DEL COM 94106L109 321 5,920 SH   SOLE   4,000 0 1,920
WEBSTER FINL CORP CONN COM 947890109 675 18,210 SH   SOLE   17,710 0 500
WELLS FARGO & CO NEW COM 949746101 69,278 1,273,495 SH   SOLE   710,015 0 563,480
WESTERN DIGITAL CORP COM 958102105 1,337 14,695 SH   SOLE   8,355 0 6,340
WESTERN REFNG INC COM 959319104 933 18,895 SH   SOLE   18,380 0 515
WESTERN UN CO COM 959802109 10,867 522,180 SH   SOLE   263,525 0 258,655
WGL HLDGS INC COM 92924F106 1,537 27,255 SH   SOLE   25,030 0 2,225
WHIRLPOOL CORP COM 963320106 3,781 18,710 SH   SOLE   3,790 0 14,920
WHITEWAVE FOODS CO COM 966244105 1,268 28,595 SH   SOLE   27,955 0 640
WILLIAMS SONOMA INC COM 969904101 1,410 17,690 SH   SOLE   17,250 0 440
WISCONSIN ENERGY CORP COM 976657106 1,552 31,345 SH   SOLE   22,740 0 8,605
XILINX INC COM 983919101 5,769 136,390 SH   SOLE   67,085 0 69,305
XL GROUP PLC SHS G98290102 515 13,985 SH   SOLE   12,125 0 1,860
ZEBRA TECHNOLOGIES CORP CL A 989207105 1,659 18,290 SH   SOLE   17,380 0 910