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
ALTRIA GROUP INC COM 02209S103 932,007 24,900 SH   SOLE   15,200 0 9,700
AMBAC FINL GROUP INC COM NEW 023139884 412,699 13,300 SH   SOLE   8,300 0 5,000
AMERICAN AIRLS GROUP INC COM 02376R102 442,860 12,100 SH   SOLE   7,400 0 4,700
AMERICAN INTL GROUP INC COM NEW 026874784 1,895,379 37,900 SH   SOLE   23,200 0 14,700
AMERICAN WTR WKS CO INC NEW COM 030420103 1,171,320 25,800 SH   SOLE   15,700 0 10,100
ARCHER DANIELS MIDLAND CO COM 039483102 1,028,343 23,700 SH   SOLE   14,600 0 9,100
ARRIS GROUP INC NEW COM 04270V106 1,270,918 45,100 SH   SOLE   27,100 0 18,000
AT&T INC COM 00206R102 1,820,133 51,900 SH   SOLE   31,500 0 20,400
AVERY DENNISON CORP COM 053611109 572,571 11,300 SH   SOLE   6,800 0 4,500
BAKER HUGHES INC COM 057224107 942,790 14,500 SH   SOLE   8,900 0 5,600
BANK OF AMERICA CORPORATION COM 060505104 1,728,600 100,500 SH   SOLE   60,700 0 39,800
BAXTER INTL INC COM 071813109 470,912 6,400 SH   SOLE   3,900 0 2,500
BOEING CO COM 097023105 677,646 5,400 SH   SOLE   3,300 0 2,100
CELGENE CORP COM 151020104 404,840 2,900 SH   SOLE   1,800 0 1,100
CHEVRON CORP NEW COM 166764100 2,223,617 18,700 SH   SOLE   11,400 0 7,300
CISCO SYS INC COM 17275R102 446,058 19,900 SH   SOLE   12,200 0 7,700
CIT GROUP INC COM NEW 125581801 764,712 15,600 SH   SOLE   9,600 0 6,000
CITIGROUP INC COM NEW 172967424 1,404,200 29,500 SH   SOLE   18,100 0 11,400
CMS ENERGY CORP COM 125896100 1,449,360 49,500 SH   SOLE   30,300 0 19,200
CNO FINL GROUP INC COM 12621E103 1,790,090 98,900 SH   SOLE   60,600 0 38,300
COMCAST CORP NEW CL A 20030N101 1,471,176 29,400 SH   SOLE   17,900 0 11,500
CVS CAREMARK CORPORATION COM 126650100 1,594,518 21,300 SH   SOLE   13,000 0 8,300
CYTEC INDS INC COM 232820100 517,333 5,300 SH   SOLE   3,200 0 2,100
DENBURY RES INC COM NEW 247916208 414,920 25,300 SH   SOLE   15,500 0 9,800
DISNEY WALT CO COM DISNEY 254687106 2,554,233 31,900 SH   SOLE   19,300 0 12,600
E TRADE FINANCIAL CORP COM NEW 269246401 462,702 20,100 SH   SOLE   12,300 0 7,800
EDISON INTL COM 281020107 1,517,148 26,800 SH   SOLE   16,400 0 10,400
ENTERGY CORP NEW COM 29364G103 1,109,710 16,600 SH   SOLE   10,100 0 6,500
EOG RES INC COM 26875P101 980,850 5,000 SH   SOLE   3,100 0 1,900
EXPRESS SCRIPTS HLDG CO COM 30219G108 1,989,885 26,500 SH   SOLE   16,000 0 10,500
EXXON MOBIL CORP COM 30231G102 4,117,700 42,155 SH   SOLE   25,900 0 16,255
FIFTH THIRD BANCORP COM 316773100 1,698,670 74,000 SH   SOLE   45,600 0 28,400
GENERAL ELECTRIC CO COM 369604103 2,805,181 108,350 SH   SOLE   66,400 0 41,950
GOLDMAN SACHS GROUP INC COM 38141G104 1,753,195 10,700 SH   SOLE   6,600 0 4,100
HESS CORP COM 42809H107 472,416 5,700 SH   SOLE   3,500 0 2,200
HEWLETT PACKARD CO COM 428236103 1,346,176 41,600 SH   SOLE   25,600 0 16,000
HORMEL FOODS CORP COM 440452100 1,458,392 29,600 SH   SOLE   18,200 0 11,400
JOHNSON & JOHNSON COM 478160104 2,779,909 28,300 SH   SOLE   17,200 0 11,100
JPMORGAN CHASE & CO COM 46625H100 2,371,029 39,055 SH   SOLE   23,900 0 15,155
KORN FERRY INTL COM NEW 500643200 565,630 19,000 SH   SOLE   11,700 0 7,300
LILLY ELI & CO COM 532457108 1,530,360 26,000 SH   SOLE   15,900 0 10,100
LIVE NATION ENTERTAINMENT IN COM 538034109 441,525 20,300 SH   SOLE   12,500 0 7,800
MEDIVATION INC COM 58501N101 476,338 7,400 SH   SOLE   4,500 0 2,900
MERCK & CO INC NEW COM 58933Y105 987,798 17,400 SH   SOLE   10,200 0 7,200
MGM RESORTS INTERNATIONAL COM 552953101 1,083,534 41,900 SH   SOLE   25,400 0 16,500
MICROCHIP TECHNOLOGY INC COM 595017104 1,604,736 33,600 SH   SOLE   21,000 0 12,600
MORGAN STANLEY COM NEW 617446448 1,334,076 42,800 SH   SOLE   26,200 0 16,600
MYLAN INC COM 628530107 615,258 12,600 SH   SOLE   7,700 0 4,900
NETAPP INC COM 64110D104 450,180 12,200 SH   SOLE   7,500 0 4,700
OCCIDENTAL PETE CORP DEL COM 674599105 1,162,538 12,200 SH   SOLE   7,500 0 4,700
OMNICARE INC COM 681904108 472,049 7,911 SH   SOLE   4,905 0 3,006
PACKAGING CORP AMER COM 695156109 1,477,770 21,000 SH   SOLE   12,800 0 8,200
PENTAIR LTD SHS H6169Q108 1,057,522 13,329 SH   SOLE   9,922 0 3,407
PNC FINL SVCS GROUP INC COM 693475105 1,261,500 14,500 SH   SOLE   8,900 0 5,600
PORTLAND GEN ELEC CO COM NEW 736508847 413,952 12,800 SH   SOLE   7,800 0 5,000
PRIMERICA INC COM 74164M108 980,971 20,823 SH   SOLE   12,800 0 8,023
PUBLIC SVC ENTERPRISE GROUP COM 744573106 1,445,506 37,900 SH   SOLE   22,900 0 15,000
QUANTA SVCS INC COM 74762E102 822,870 22,300 SH   SOLE   12,300 0 10,000
RANGE RES CORP COM 75281A109 1,294,332 15,600 SH   SOLE   9,600 0 6,000
RAYTHEON CO COM NEW 755111507 1,521,366 15,400 SH   SOLE   9,600 0 5,800
REGAL ENTMT GROUP CL A 758766109 853,676 45,700 SH   SOLE   28,000 0 17,700
RITE AID CORP COM 767754104 1,040,901 166,013 SH   SOLE   101,300 0 64,713
SKYWORKS SOLUTIONS INC COM 83088M102 705,376 18,800 SH   SOLE   11,500 0 7,300
STATE STR CORP COM 857477103 479,895 6,900 SH   SOLE   4,300 0 2,600
STRYKER CORP COM 863667101 945,052 11,600 SH   SOLE   7,100 0 4,500
TD AMERITRADE HLDG CORP COM 87236Y108 1,215,410 35,800 SH   SOLE   22,000 0 13,800
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 401,584 7,600 SH   SOLE   5,700 0 1,900
T-MOBILE US INC COM 872590104 515,268 15,600 SH   SOLE   9,800 0 5,800
TRINITY INDS INC COM 896522109 554,939 7,700 SH   SOLE   4,700 0 3,000
UBIQUITI NETWORKS INC COM 90347A100 1,099,890 24,200 SH   SOLE   14,800 0 9,400
UNITED TECHNOLOGIES CORP COM 913017109 1,378,828 11,801 SH   SOLE   6,800 0 5,001
VCA ANTECH INC COM 918194101 947,562 29,400 SH   SOLE   17,800 0 11,600
VERISIGN INC COM 92343E102 495,972 9,200 SH   SOLE   5,600 0 3,600
VERIZON COMMUNICATIONS INC COM 92343V104 1,013,241 21,300 SH   SOLE   13,100 0 8,200
VULCAN MATLS CO COM 929160109 1,275,840 19,200 SH   SOLE   11,800 0 7,400
WEBMD HEALTH CORP COM 94770V102 426,420 10,300 SH   SOLE   6,200 0 4,100
WELLS FARGO & CO NEW COM 949746101 3,170,427 63,740 SH   SOLE   38,790 0 24,950
ZIMMER HLDGS INC COM 98956P102 558,022 5,900 SH   SOLE   3,700 0 2,200
ZIONS BANCORPORATION COM 989701107 960,380 31,000 SH   SOLE   19,100 0 11,900