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
ADOBE SYSTEMS COM 00724F101 11,549 120,570 SH   SOLE   52,210 0 68,360
AES CORP COM 00130H105 505 40,496 SH   SOLE   0 0 40,496
AETNA INC COM 00817Y108 20,501 167,861 SH   SOLE   71,898 0 95,963
AFLAC INC COM 1055102 19,371 268,449 SH   SOLE   111,123 0 157,326
AGL RESOURCES INC COM 1204106 2,587 39,220 SH   SOLE   600 0 38,620
AIR LEASE CORP COM 00912X302 5,128 191,500 SH   SOLE   50,975 0 140,525
ALLERGAN INC COM G0177J108 15,450 66,858 SH   SOLE   28,631 0 38,227
ALPHABET INC CLASS A COM 02079K305 231 329 SH   SOLE   319 0 10
ALTRIA GROUP INC COM 02209S103 24,785 359,407 SH   SOLE   157,038 0 202,369
AMERICAN EAGLE OUTFITTERS INC. COM 02553E106 270 16,963 SH   SOLE   7,664 0 9,299
AMERICAN ELECTRIC POWER INC. COM 25537101 14,612 208,472 SH   SOLE   77,892 0 130,580
AMERICAN EXPRESS COM 25816109 14,777 243,209 SH   SOLE   84,815 0 158,394
AMGEN INC COM 31162100 17,974 118,134 SH   SOLE   58,673 0 59,461
AMTRUST FINANCIAL SERVICES INC COM 32359309 4,825 196,929 SH   SOLE   49,147 0 147,782
ANTHEM INC COM 36752103 491 3,740 SH   SOLE   3,740 0 0
ANWORTH MORTGAGE COM 37347101 228 48,569 SH   SOLE   20,382 0 28,187
APPLE INC COM 37833100 20,706 216,588 SH   SOLE   123,857 0 92,731
APPLIED MATERIALS COM 38222105 6,315 263,450 SH   SOLE   62,340 0 201,110
ASHFORD HOSPITALITY TRUST COM 44103109 65 12,158 SH   SOLE   12,158 0 0
AT+T INC COM COM 00206R102 23,912 553,393 SH   SOLE   218,444 0 334,949
BANK OF AMERICA CORP COM 60505104 1,027 77,411 SH   SOLE   76,825 0 586
BOEING CO COM 97023105 18,076 139,187 SH   SOLE   57,766 0 81,421
BOSTON SCIENTIFIC CORP COM 101137107 25,709 1,100,073 SH   SOLE   418,940 0 681,133
BRISTOL MYERS COM 110122108 330 4,492 SH   SOLE   4,369 0 123
BROADCOM LIMITED COM Y09827109 16,671 107,276 SH   SOLE   48,281 0 58,995
BROADRIDGE FINANCIAL SOLUTIONS COM 11133T103 7,563 116,002 SH   SOLE   25,751 0 90,251
BROCADE COMMUNICATION COM 111621306 195 21,279 SH   SOLE   7,340 0 13,939
CAMPBELL SOUP CO COM 134429109 22,909 344,343 SH   SOLE   99,601 0 244,742
CAPITAL ONE FINL CORP COM 14040H105 483 7,610 SH   SOLE   7,610 0 0
CAPSTEAD MORTGAGE CP NEWREIT COM 14067E506 160 16,462 SH   SOLE   2,510 0 13,952
CARDINAL HEALTH INC COM 14149Y108 1,148 14,720 SH   SOLE   14,720 0 0
CARLISLE COS INC COM COM 142339100 215 2,033 SH   SOLE   370 0 1,663
CB RICHARD ELLIS GROUP INC COM 12504L109 12,191 460,385 SH   SOLE   214,413 0 245,972
CELANESE CORPORATION COM 150870103 16,393 250,463 SH   SOLE   89,932 0 160,531
CENTENE CORPORATION COM 15135B101 6,837 95,796 SH   SOLE   23,761 0 72,035
CHARLES RIVER LABS INTL INC COM 159864107 5,909 71,678 SH   SOLE   16,033 0 55,645
CHEVRON CORP COM 166764100 26,835 255,987 SH   SOLE   101,892 0 154,095
CISCO SYS INC COM COM 17275R102 24,501 853,978 SH   SOLE   383,369 0 470,609
CITIGROUP INC COM COM 172967424 212 4,990 SH   SOLE   4,990 0 0
CITRIX SYSTEMS INC COM 177376100 16,374 204,444 SH   SOLE   72,068 0 132,376
COMCAST CLASS A COM 20030N101 1,700 26,076 SH   SOLE   22,729 0 3,347
COMFORT SYSTEMS USA COM 199908104 234 7,196 SH   SOLE   2,289 0 4,907
CONSTELLATION BRANDS INC CL A COM 21036P108 14,489 87,601 SH   SOLE   43,762 0 43,839
CSRA INC COM 12650T104 1,270 54,200 SH   SOLE   840 0 53,360
CUSTOMERS BANCORP COM 23204G100 268 10,653 SH   SOLE   5,180 0 5,473
CVS HEALTH CORP COM 126650100 264 2,755 SH   SOLE   642 0 2,113
DELTA AIRLINES COM 247361702 10,834 297,390 SH   SOLE   138,288 0 159,102
DELUXE CORP COM 248019101 287 4,320 SH   SOLE   1,795 0 2,525
DISCOVER FINANCIAL SVCS COM 254709108 17,351 323,764 SH   SOLE   131,944 0 191,820
DOUGLAS DYNAMICS INC COM COM 25960R105 265 10,298 SH   SOLE   3,954 0 6,344
DOW CHEMICAL CO COM 260543103 16,097 323,814 SH   SOLE   151,258 0 172,556
DTE ENERGY COM 233331107 2,901 29,270 SH   SOLE   460 0 28,810
EASTMAN CHEMICAL CO COM 277432100 5,477 80,662 SH   SOLE   18,569 0 62,093
EBIX INC COM 278715206 331 6,919 SH   SOLE   3,438 0 3,481
ELECTRONIC ARTS COM 285512109 3,184 42,027 SH   SOLE   26,816 0 15,211
ENSIGN GROUP INC COM 29358P101 240 11,401 SH   SOLE   5,523 0 5,878
ENTERGY CORP COM 29364G103 7,447 91,538 SH   SOLE   21,939 0 69,599
ENTERTAINMENT PROPERTIES TRUST COM 26884U109 408 5,058 SH   SOLE   2,284 0 2,774
EQUIFAX COM 294429105 6,298 49,050 SH   SOLE   13,315 0 35,735
EXPRESS SCRIPTS INC. COM 30219G108 1,091 14,392 SH   SOLE   14,310 0 82
EXTRA SPACE STORAGE INC COM 30225T102 207 2,233 SH   SOLE   0 0 2,233
EXXON MOBIL CORP COM 30231G102 51,193 546,115 SH   SOLE   233,008 0 313,107
FACEBOOK INC COM 30303M102 6,190 54,163 SH   SOLE   34,358 0 19,805
FIFTH THIRD BANCORP COM 316773100 5,782 328,690 SH   SOLE   83,155 0 245,535
FOOTLOCKER INC COM 344849104 5,543 101,043 SH   SOLE   22,671 0 78,372
GAMESTOP CORP COM 36467W109 279 10,498 SH   SOLE   1,780 0 8,718
GAMING AND LEISURE PROPERTIES COM 36467J108 7,296 211,598 SH   SOLE   48,154 0 163,444
GENERAL ELEC CO COM 369604103 1,850 58,777 SH   SOLE   58,777 0 0
GENERAL MOTORS COM 37045V100 12,678 448,003 SH   SOLE   174,944 0 273,059
GILEAD SCIENCES INC COM 375558103 16,138 193,455 SH   SOLE   94,342 0 99,113
GOODYEAR TIRE COM 382550101 3,360 130,933 SH   SOLE   29,729 0 101,204
HALLIBURTON CO COM 406216101 12,568 277,493 SH   SOLE   69,080 0 208,413
HANESBRANDS COM 410345102 14,814 589,494 SH   SOLE   267,212 0 322,282
HARTFORD FINL SVCS COM 416515104 352 7,940 SH   SOLE   7,940 0 0
HD SUPPLY HOLDINGS INC COM 40416M105 6,666 191,434 SH   SOLE   45,392 0 146,042
HOLLYFRONTIER CORPORATION COM 436106108 3,261 137,174 SH   SOLE   34,462 0 102,712
HOME DEPOT INC COM 437076102 10,054 78,741 SH   SOLE   53,775 0 24,966
HONEYWELL INTL COM 438516106 18,230 156,719 SH   SOLE   72,651 0 84,068
HOSPITALITY PROPERTIES TRUST COM 44106M102 6,870 238,556 SH   SOLE   58,148 0 180,408
INGRAM MICRO INC. COM 457153104 4,885 140,466 SH   SOLE   35,803 0 104,663
INGREDION INC COM COM 457187102 7,538 58,246 SH   SOLE   13,700 0 44,546
INTEL CORP COM 458140100 23,144 705,619 SH   SOLE   296,556 0 409,063
INTERCONTINENTAL EXCHANGE COM 45866F104 10,760 42,037 SH   SOLE   20,883 0 21,154
INTL BUSINESS MACHINES COM 459200101 7,783 51,279 SH   SOLE   36,963 0 14,316
ISHARES BARCLAYS AGGREGATE BON COM 464287226 2,621 23,275 SH   SOLE   23,275 0 0
ISHARES RUSSELL 2000 INDEX FUN COM 464287655 208 1,809 SH   SOLE   1,809 0 0
JANUS GLOBAL UNCONSTRAINED BON COM 47103D439 1,608 165,809 SH   SOLE   165,809 0 0
JAZZ PHARMACEUTICALS COM G50871105 6,345 44,903 SH   SOLE   9,705 0 35,198
JETBLUE AIRWAYS COM 477143101 5,580 336,942 SH   SOLE   87,080 0 249,862
JOHNSON CONTROLS INC COM 478366107 18,599 420,223 SH   SOLE   168,393 0 251,830
JONES LANG LASALLE INC COM 48020Q107 4,576 46,954 SH   SOLE   13,464 0 33,490
JPMORGAN CHASE & CO COM 46625H100 37,247 599,404 SH   SOLE   257,040 0 342,364
JUNIPER NETWORKS INC COM 48203R104 5,257 233,736 SH   SOLE   55,073 0 178,663
KEYCORP COM 493267108 16,025 1,450,227 SH   SOLE   440,567 0 1,009,660
KIMCO REALTY CORP COM 49446R109 232 7,379 SH   SOLE   1,340 0 6,039
KROGER CO COM 501044101 12,971 352,560 SH   SOLE   160,209 0 192,351
LAM RESEARCH CORPORATION COM 512807108 6,206 73,834 SH   SOLE   17,929 0 55,905
LEAR CORP COM 521865204 4,605 45,256 SH   SOLE   9,188 0 36,068
LENNAR CORP COM 526057104 22,208 481,727 SH   SOLE   174,116 0 307,611
LENNAR CORP B SHARES COM 526057302 1,322 35,486 SH   SOLE   13,186 0 22,300
LENNOX INTERNATIONAL INC COM 526107107 6,651 46,638 SH   SOLE   10,774 0 35,864
LINCOLN NATIONAL CORP COM 534187109 19,457 501,869 SH   SOLE   191,103 0 310,766
LOCKHEED MARTIN CORP COM 539830109 15,278 61,564 SH   SOLE   22,789 0 38,775
LYONDELLBASELL COM N53745100 1,099 14,761 SH   SOLE   13,036 0 1,725
MANPOWERGROUP INC COM 56418H100 16,467 255,933 SH   SOLE   99,041 0 156,892
MASCO CORP COM 574599106 18,180 587,573 SH   SOLE   169,085 0 418,488
MCDONALDS CORP COM 580135101 8,050 66,891 SH   SOLE   42,900 0 23,991
MERCK & CO INC COM 58933Y105 403 7,000 SH   SOLE   7,000 0 0
MICROSOFT CORP COM 594918104 405 7,921 SH   SOLE   7,921 0 0
MORGAN STANLEY COM 617446448 255 9,830 SH   SOLE   9,830 0 0
MYLAN NV COM N59465109 14,077 325,550 SH   SOLE   128,829 0 196,721
NEENAH PAPER COM 640079109 359 4,956 SH   SOLE   2,210 0 2,746
OMEGA HEALTHCARE INVESTORS COM 681936100 6,668 196,406 SH   SOLE   47,031 0 149,375
OREILLY AUTOMOTIVE COM 67103H107 6,714 24,764 SH   SOLE   5,732 0 19,032
PAREXEL INTERNATIONAL CORPORAT COM 699462107 216 3,428 SH   SOLE   1,217 0 2,211
PBF ENERGY COM 69318G106 3,753 157,839 SH   SOLE   45,733 0 112,106
PFIZER INC COM 717081103 31,522 895,262 SH   SOLE   396,745 0 498,517
PG&E CORP COM 69331C108 18,763 293,540 SH   SOLE   126,756 0 166,784
PHILIP MORRIS INTL INC COM 718172109 563 5,538 SH   SOLE   5,538 0 0
PHILLIPS 66 COM 718546104 16,167 203,774 SH   SOLE   96,457 0 107,317
PORTOLA PHARMACEUTICALS INC COM 737010108 226 9,575 SH   SOLE   3,079 0 6,496
PPL CORP COM 69351T106 24,169 640,251 SH   SOLE   238,059 0 402,192
PROCTOR & GAMBLE COM 742718109 203 2,400 SH   SOLE   2,400 0 0
PRUDENTIAL FINANCIAL INC COM 744320102 11,115 155,803 SH   SOLE   32,468 0 123,335
PULTE CORP COM 745867101 11,838 607,399 SH   SOLE   204,754 0 402,645
RAYTHEON CO COM 755111507 7,658 56,330 SH   SOLE   38,910 0 17,420
ROSS STORES INC COM 778296103 7,660 135,119 SH   SOLE   45,832 0 89,287
ROYAL CARIBBEAN CRUISES LTD SH COM V7780T103 5,268 78,456 SH   SOLE   20,023 0 58,433
ROYAL DUTCH SHELL PLC ADR CL A COM 780259206 268 4,860 SH   SOLE   4,860 0 0
RR DONNELLEY & SONS CO COM 257867101 359 21,208 SH   SOLE   3,690 0 17,518
SELECTIVE INSURANCE GROUP COM 816300107 312 8,164 SH   SOLE   4,206 0 3,958
SIMPSON MANUFACTURING CO COM 829073105 275 6,870 SH   SOLE   2,790 0 4,080
SINCLAIR BROADCAST GROUP INC COM 829226109 303 10,164 SH   SOLE   4,784 0 5,380
SKECHERS USA INC COM 830566105 5,744 193,275 SH   SOLE   46,100 0 147,175
SKYWORKS SOLUTIONS INC COM 83088M102 8,250 130,367 SH   SOLE   48,141 0 82,226
SNAP-ON INC COM 833034101 305 1,930 SH   SOLE   1,930 0 0
SPRINT CORPORATION COM 85207U105 4,153 916,858 SH   SOLE   216,339 0 700,519
STEEL DYNAMICS COM 858119100 5,426 221,464 SH   SOLE   51,577 0 169,887
SUNTRUST BANKS INC COM 867914103 25,364 617,426 SH   SOLE   240,747 0 376,679
SYSCO CORP COM 871829107 208 4,109 SH   SOLE   4,109 0 0
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109 291 7,667 SH   SOLE   3,547 0 4,120
TALEN ENERGY CORPORATION COM 87422J105 523 38,605 SH   SOLE   8,815 0 29,790
TARGET CORP COM COM 87612E106 16,727 239,571 SH   SOLE   98,293 0 141,278
TESORO CORP COM 881609101 5,117 68,305 SH   SOLE   19,647 0 48,658
TOTAL SYSTEM SERVICES COM 891906109 1,012 19,050 SH   SOLE   19,050 0 0
TRAVELERS COS INC COM 89417E109 20,556 172,684 SH   SOLE   70,598 0 102,086
TYSON FOODS COM 902494103 12,959 194,025 SH   SOLE   82,848 0 111,177
UNITEDHEALTH GROUP INC COM 91324P102 2,441 17,290 SH   SOLE   15,554 0 1,736
UNUM CORP COM 91529Y106 5,032 158,292 SH   SOLE   39,916 0 118,376
VALERO ENERGY CORP COM COM 91913Y100 13,734 269,299 SH   SOLE   111,798 0 157,501
VECTREN CORP COM 92240G101 460 8,730 SH   SOLE   8,730 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 15,322 274,393 SH   SOLE   134,513 0 139,880
WABASH NATIONAL CORP COM 929566107 281 22,145 SH   SOLE   10,625 0 11,520
WALMART STORES INC COM 931142103 1,168 16,000 SH   SOLE   16,000 0 0
WALT DISNEY CO COM 254687106 15,626 159,744 SH   SOLE   67,285 0 92,459
WEB.COM GROUP COM 94733A104 193 10,637 SH   SOLE   3,186 0 7,451
WELLS FARGO & CO COM 949746101 33,927 716,817 SH   SOLE   299,632 0 417,185
WESTERN ALLIANCE BANCORP COM 957638109 276 8,444 SH   SOLE   4,021 0 4,423
WYNDHAM WORLDWIDE CORP COM 98310W108 15,785 221,601 SH   SOLE   83,307 0 138,294
ZIMMER BIOMET HOLDINGS INC COM 98956P102 6,128 50,905 SH   SOLE   11,885 0 39,020