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
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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
Aaron's Inc. Common Stock 2535300 206 5,678 SH   SOLE NONE 0 0 5,678
Abbvie Inc Common Stock 00287Y109 447 6,660 SH   SOLE NONE 0 0 6,660
Accenture Plc Common Stock G1151C101 252 2,600 SH   SOLE NONE 2,400 0 200
Aetna Inc. Common Stock 00817Y108 445 3,495 SH   SOLE NONE 0 0 3,495
Allergan Inc. Common Stock G0177J108 295 972 SH   SOLE NONE 0 0 972
Allstate Corp. Common Stock 20002101 38,180 588,559 SH   SOLE NONE 54,110 0 534,449
American Electric P Common Stock 25537101 34,690 654,905 SH   SOLE NONE 59,750 0 595,155
American Int'l Grou Common Stock 26874784 53,000 857,327 SH   SOLE NONE 77,865 0 779,462
Apple Inc. Common Stock 37833100 843 6,721 SH   SOLE NONE 2,431 0 4,290
Archer Daniels Midl Common Stock 39483102 44,492 922,690 SH   SOLE NONE 84,051 0 838,639
Arris Group Inc. Common Stock 04270V106 6,566 214,579 SH   SOLE NONE 13,150 0 201,429
Bed Bath & Beyond I Common Stock 75896100 5,474 79,355 SH   SOLE NONE 5,315 0 74,040
Bio-Reference Labor Common Stock 09057G602 266 6,458 SH   SOLE NONE 0 0 6,458
Blackrock Inc. Common Stock 09247X101 882 2,548 SH   SOLE NONE 1,455 0 1,093
Boeing Co. Common Stock 97023105 569 4,100 SH   SOLE NONE 2,045 0 2,055
Boston Properties I Common Stock 101121101 2,847 23,520 SH   SOLE NONE 0 0 23,520
Bristol-Myers Squib Common Stock 110122108 785 11,800 SH   SOLE NONE 9,900 0 1,900
Broadcom Corp. Common Stock 111320107 41,614 808,187 SH   SOLE NONE 72,860 0 735,327
Cabot Oil & Gas Cor Common Stock 127097103 4,931 156,340 SH   SOLE NONE 9,950 0 146,390
Capital One Financi Common Stock 14040H105 35,588 404,546 SH   SOLE NONE 39,220 0 365,326
Celgene Corp. Common Stock 151020104 477 4,124 SH   SOLE NONE 0 0 4,124
CenterPoint Energy Common Stock 15189T107 343 18,045 SH   SOLE NONE 0 0 18,045
CenturyLink Inc. Common Stock 156700106 50,858 1,731,036 SH   SOLE NONE 151,389 0 1,579,647
CF Industries Holdi Common Stock 125269100 343 5,340 SH   SOLE NONE 0 0 5,340
Chevron Corp. Common Stock 166764100 55,571 576,049 SH   SOLE NONE 54,995 0 521,054
CIGNA Corp. Common Stock 125509109 7,248 44,740 SH   SOLE NONE 2,850 0 41,890
Cisco Systems Inc. Common Stock 17275R102 49,068 1,786,876 SH   SOLE NONE 162,010 0 1,624,866
Citigroup Inc. Common Stock 172967424 49,022 887,430 SH   SOLE NONE 81,095 0 806,335
Citrix Systems Inc. Common Stock 177376100 5,834 83,150 SH   SOLE NONE 5,300 0 77,850
Comerica Inc. Common Stock 200340107 6,081 118,485 SH   SOLE NONE 8,635 0 109,850
ConocoPhillips Common Stock 20825C104 55,146 898,001 SH   SOLE NONE 83,970 0 814,031
Cooper Cos. Common Stock 216648402 5,829 32,750 SH   SOLE NONE 2,400 0 30,350
Corning Inc. Common Stock 219350105 425 21,520 SH   SOLE NONE 0 0 21,520
Cummins Inc. Common Stock 231021106 610 4,650 SH   SOLE NONE 1,990 0 2,660
CVS Caremark Corp. Common Stock 126650100 44,402 423,356 SH   SOLE NONE 38,555 0 384,801
Danaher Corp. Common Stock 235851102 40,115 468,685 SH   SOLE NONE 42,485 0 426,200
Deere & Co. Common Stock 244199105 34,231 352,711 SH   SOLE NONE 32,240 0 320,471
Devon Energy Corp. Common Stock 25179M103 43,344 728,585 SH   SOLE NONE 66,240 0 662,345
DeVry Education Gro Common Stock 251893103 4,299 143,380 SH   SOLE NONE 9,130 0 134,250
Discover Financial Common Stock 254709108 6,002 104,170 SH   SOLE NONE 6,630 0 97,540
Dover Corp. Common Stock 260003108 45,103 642,671 SH   SOLE NONE 56,655 0 586,016
Dril-Quip Inc. Common Stock 262037104 4,552 60,498 SH   SOLE NONE 3,800 0 56,698
DWS S&P 500 INDEX-C Common Stock 23338J723 200 7,732 SH   SOLE NONE 0 0 7,732
Eli Lilly & Co. Common Stock 532457108 31,746 380,234 SH   SOLE NONE 34,530 0 345,704
EMC Corp. Common Stock 268648102 50,721 1,921,964 SH   SOLE NONE 175,715 0 1,746,249
EnerSys Inc. Common Stock 29275Y102 5,099 72,546 SH   SOLE NONE 4,500 0 68,046
ENSCO International Common Stock G3157S106 44,111 1,980,738 SH   SOLE NONE 176,290 0 1,804,448
Ensign Group Inc. Common Stock 29358P101 205 4,020 SH   SOLE NONE 0 0 4,020
Entergy Corp. Common Stock 29364G103 33,788 479,262 SH   SOLE NONE 43,615 0 435,647
Esterline Technolog Common Stock 297425100 223 2,342 SH   SOLE NONE 0 0 2,342
Express Scripts Inc Common Stock 30219G108 257 2,884 SH   SOLE NONE 0 0 2,884
FIDELITY ADVISOR LA Common Stock 315805747 250 9,427 SH   SOLE NONE 0 0 9,427
First Horizon Natio Common Stock 320517105 5,539 353,459 SH   SOLE NONE 25,884 0 327,575
Fluor Corp. Common Stock 343412102 45,193 852,528 SH   SOLE NONE 76,940 0 775,588
Ford Motor Co. Common Stock 345370860 624 41,575 SH   SOLE NONE 15,770 0 25,805
Franklin Resources Common Stock 354613101 44,204 901,564 SH   SOLE NONE 83,075 0 818,489
Freeport-McMoRan In Common Stock 35671D857 41,338 2,220,083 SH   SOLE NONE 201,445 0 2,018,638
GameStop Corp. (Cl Common Stock 36467W109 486 11,310 SH   SOLE NONE 0 0 11,310
General Dynamics Co Common Stock 369550108 50,598 357,102 SH   SOLE NONE 32,457 0 324,645
General Electric Co Common Stock 369604103 45,005 1,693,815 SH   SOLE NONE 165,300 0 1,528,515
Gentex Corp. Common Stock 371901109 4,902 298,560 SH   SOLE NONE 22,040 0 276,520
Gilead Sciences Inc Common Stock 375558103 463 3,955 SH   SOLE NONE 0 0 3,955
Goldman Sachs Group Common Stock 38141G104 44,258 211,974 SH   SOLE NONE 19,218 0 192,756
Google Inc. (Cl A) Common Stock 38259P508 248 460 SH   SOLE NONE 0 0 460
Google Inc. (Cl C) Common Stock 38259P706 363 697 SH   SOLE NONE 0 0 697
Harley-Davidson Inc Common Stock 412822108 325 5,770 SH   SOLE NONE 0 0 5,770
Hartford Financial Common Stock 416515104 50,672 1,218,944 SH   SOLE NONE 108,335 0 1,110,609
HCP Inc. Common Stock 40414L109 3,103 85,070 SH   SOLE NONE 0 0 85,070
Helen of Troy Corp. Common Stock G4388N106 329 3,371 SH   SOLE NONE 0 0 3,371
Humana Inc. Common Stock 444859102 201 1,050 SH   SOLE NONE 0 0 1,050
I SHARES TR MSCI EA Common Stock 464287465 1,559 24,556 SH   SOLE NONE 0 0 24,556
IDACORP Inc. Common Stock 451107106 203 3,621 SH   SOLE NONE 0 0 3,621
Ingredion Incorpora Common Stock 457187102 4,280 53,622 SH   SOLE NONE 4,000 0 49,622
Intel Corp. Common Stock 458140100 47,580 1,564,359 SH   SOLE NONE 143,840 0 1,420,519
International Paper Common Stock 460146103 38,163 801,918 SH   SOLE NONE 73,990 0 727,928
Investment Technolo Common Stock 46145F105 241 9,733 SH   SOLE NONE 0 0 9,733
J.M. Smucker Co. Common Stock 832696405 4,850 44,740 SH   SOLE NONE 2,850 0 41,890
Jabil Circuit Inc. Common Stock 466313103 4,821 226,460 SH   SOLE NONE 14,450 0 212,010
Johnson & Johnson Common Stock 478160104 52,079 534,362 SH   SOLE NONE 54,933 0 479,429
JPMorgan Chase & Co Common Stock 46625H100 46,295 683,222 SH   SOLE NONE 68,635 0 614,587
Kennametal Inc. Common Stock 489170100 3,485 102,140 SH   SOLE NONE 7,560 0 94,580
KeyCorp Common Stock 493267108 5,538 368,730 SH   SOLE NONE 23,500 0 345,230
Kimberly-Clark Corp Common Stock 494368103 41,969 396,042 SH   SOLE NONE 37,045 0 358,997
KLA-Tencor Corp. Common Stock 482480100 3,817 67,900 SH   SOLE NONE 4,360 0 63,540
Kohl's Corp. Common Stock 500255104 33,018 527,366 SH   SOLE NONE 45,777 0 481,589
Kroger Co. Common Stock 501044101 530 7,315 SH   SOLE NONE 3,780 0 3,535
Lincoln National Co Common Stock 534187109 6,450 108,915 SH   SOLE NONE 7,250 0 101,665
Lowe's Cos. Common Stock 548661107 984 14,700 SH   SOLE NONE 11,450 0 3,250
Mack-Cali Realty Co Common Stock 554489104 1,827 99,115 SH   SOLE NONE 0 0 99,115
Marathon Oil Corp. Common Stock 565849106 47,931 1,805,993 SH   SOLE NONE 165,240 0 1,640,753
Mattel Inc. Common Stock 577081102 34,458 1,341,283 SH   SOLE NONE 121,390 0 1,219,893
McDonald's Corp. Common Stock 580135101 889 9,350 SH   SOLE NONE 9,350 0 0
Mentor Graphics Cor Common Stock 587200106 206 7,812 SH   SOLE NONE 0 0 7,812
Merck & Co Inc Common Stock 58933Y105 438 7,700 SH   SOLE NONE 7,200 0 500
MetLife Inc. Common Stock 59156R108 58,714 1,048,657 SH   SOLE NONE 99,900 0 948,757
Micron Technology I Common Stock 595112103 26,595 1,411,612 SH   SOLE NONE 125,570 0 1,286,042
Microsemi Corp. Common Stock 595137100 205 5,879 SH   SOLE NONE 0 0 5,879
Microsoft Corp. Common Stock 594918104 42,599 964,867 SH   SOLE NONE 86,215 0 878,652
Motorola Solutions Common Stock 620076307 3,686 64,290 SH   SOLE NONE 4,750 0 59,540
Murphy Oil Corp. Common Stock 626717102 48,241 1,160,468 SH   SOLE NONE 105,415 0 1,055,053
National Oilwell Va Common Stock 637071101 47,791 989,873 SH   SOLE NONE 90,765 0 899,108
Newfield Exploratio Common Stock 651290108 3,845 106,450 SH   SOLE NONE 6,770 0 99,680
NextEra Energy Inc Common Stock 65339F101 375 3,823 SH   SOLE NONE 2,730 0 1,093
Nucor Corp. Common Stock 670346105 40,136 910,744 SH   SOLE NONE 83,385 0 827,359
OGE Energy Corp. Common Stock 670837103 3,094 108,280 SH   SOLE NONE 0 0 108,280
ON Semiconductor Co Common Stock 682189105 5,361 458,592 SH   SOLE NONE 33,736 0 424,856
Paccar Inc. Common Stock 693718108 4,947 77,520 SH   SOLE NONE 4,970 0 72,550
Packaging Corp. of Common Stock 695156109 318 5,085 SH   SOLE NONE 0 0 5,085
Parker Hannifin Cor Common Stock 701094104 4,561 39,210 SH   SOLE NONE 2,490 0 36,720
Patterson-UTI Energ Common Stock 703481101 3,093 164,397 SH   SOLE NONE 12,120 0 152,277
PepsiCo Inc. Common Stock 713448108 1,043 11,175 SH   SOLE NONE 7,690 0 3,485
Pfizer Inc. Common Stock 717081103 536 16,000 SH   SOLE NONE 12,400 0 3,600
Pinnacle West Capit Common Stock 723484101 2,730 47,995 SH   SOLE NONE 3,860 0 44,135
Pioneer Natural Res Common Stock 723787107 5,557 40,070 SH   SOLE NONE 2,900 0 37,170
priceline.com Inc. Common Stock 741503403 230 200 SH   SOLE NONE 200 0 0
ProLogis Inc. Common Stock 74340W103 3,880 104,580 SH   SOLE NONE 7,670 0 96,910
Public Service Ente Common Stock 744573106 45,148 1,149,394 SH   SOLE NONE 100,405 0 1,048,989
Regal-Beloit Corp. Common Stock 758750103 4,782 65,881 SH   SOLE NONE 4,000 0 61,881
Regency Centers Cor Common Stock 758849103 3,507 59,465 SH   SOLE NONE 3,790 0 55,675
Schlumberger Ltd. Common Stock 806857108 609 7,070 SH   SOLE NONE 3,445 0 3,625
Sensient Technologi Common Stock 81725T100 4,946 72,380 SH   SOLE NONE 5,670 0 66,710
Sonoco Products Co. Common Stock 835495102 4,733 110,440 SH   SOLE NONE 7,060 0 103,380
Southwest Airlines Common Stock 844741108 6,435 194,460 SH   SOLE NONE 12,390 0 182,070
SPDR S&P 500 ETF TR Common Stock 78462F103 1,169 5,677 SH   SOLE NONE 0 0 5,677
St. Jude Medical In Common Stock 790849103 49,229 673,725 SH   SOLE NONE 59,675 0 614,050
StanCorp Financial Common Stock 852891100 225 2,973 SH   SOLE NONE 0 0 2,973
Staples Inc. Common Stock 855030102 4,488 293,120 SH   SOLE NONE 18,520 0 274,600
State Street Corp. Common Stock 857477103 48,223 626,268 SH   SOLE NONE 57,190 0 569,078
Steel Dynamics Inc. Common Stock 858119100 5,328 257,190 SH   SOLE NONE 16,380 0 240,810
SunTrust Banks Inc. Common Stock 867914103 6,308 146,620 SH   SOLE NONE 9,340 0 137,280
Synaptics Inc. Common Stock 87157D109 290 3,348 SH   SOLE NONE 0 0 3,348
Thor Industries Inc Common Stock 885160101 5,102 90,658 SH   SOLE NONE 6,470 0 84,188
Tidewater Inc. Common Stock 886423102 3,998 175,890 SH   SOLE NONE 12,780 0 163,110
Twenty-First Centur Common Stock 90130A101 44,063 1,353,901 SH   SOLE NONE 123,205 0 1,230,696
Tyson Foods Inc. (C Common Stock 902494103 5,972 140,100 SH   SOLE NONE 12,100 0 128,000
United Technologies Common Stock 913017109 546 4,923 SH   SOLE NONE 2,660 0 2,263
UnitedHealth Group Common Stock 91324P102 34,423 282,152 SH   SOLE NONE 25,806 0 256,346
VANGUARD EQUITY INC Common Stock 921921102 232 7,563 SH   SOLE NONE 0 0 7,563
Verizon Communicati Common Stock 92343V104 532 11,412 SH   SOLE NONE 5,315 0 6,097
VF Corp. Common Stock 918204108 43,349 621,579 SH   SOLE NONE 58,015 0 563,564
Visa Inc. Common Stock 92826C839 867 12,916 SH   SOLE NONE 6,900 0 6,016
W.R. Berkley Corp. Common Stock 84423102 5,481 105,540 SH   SOLE NONE 7,860 0 97,680
Walgreen Co. Common Stock 931427108 697 8,255 SH   SOLE NONE 4,135 0 4,120
Whirlpool Corp. Common Stock 963320106 50,626 292,550 SH   SOLE NONE 25,762 0 266,788
Whiting Petroleum C Common Stock 966387102 2,740 81,540 SH   SOLE NONE 6,000 0 75,540
Xcel Energy Inc. Common Stock 98389B100 4,305 133,780 SH   SOLE NONE 8,520 0 125,260
Xilinx Inc. Common Stock 983919101 4,611 104,410 SH   SOLE NONE 7,720 0 96,690
Zimmer Biomet Holdi Common Stock 98956P102 4,848 44,380 SH   SOLE NONE 2,770 0 41,610
Zions Bancorp Common Stock 989701107 5,394 169,980 SH   SOLE NONE 10,860 0 159,120