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
3M Company COM 88579Y101 181,721 1,339,536 SH   SOLE   1,289,843 0 49,693
AAR Corporation COM 000361105 9,902 381,597 SH   SOLE   379,287 0 2,310
Aaron's Inc. COM 002535300 40,294 1,332,464 SH   SOLE   1,205,065 0 127,399
Abbott Laboratories COM 002824100 230,471 5,984,714 SH   SOLE   5,780,708 0 204,006
ACE Ltd. COM H0023R105 406 4,098 SH   SOLE   4,098 0 0
Actavis plc COM G0083B108 3,831 18,613 SH   SOLE   18,613 0 0
Air Methods Corp. COM 009128307 227 4,240 SH   SOLE   0 0 4,240
Air Products & Chemicals Inc. COM 009158106 63,496 533,398 SH   SOLE   506,094 0 27,304
Alaska Air Group Inc. COM 011659109 12,313 131,955 SH   SOLE   131,245 0 710
Alere Inc COM 01449J105 33,897 986,820 SH   SOLE   955,125 0 31,695
Alleghany Corp. COM 017175100 20,354 49,963 SH   SOLE   47,951 0 2,012
American Equity Investment Lif COM 025676206 31,112 1,317,198 SH   SOLE   1,225,958 0 91,240
American International Group I COM 026874784 314,548 6,289,698 SH   SOLE   5,616,180 0 673,518
Apache Corp. COM 037411105 89,363 1,077,316 SH   SOLE   1,026,608 0 50,708
Apple Inc. COM 037833100 171,554 319,622 SH   SOLE   308,209 0 11,413
Assured Guaranty Ltd. COM G0585R106 10,562 417,149 SH   SOLE   415,304 0 1,845
Avis Budget Group COM 053774105 61,786 1,268,705 SH   SOLE   1,262,290 0 6,415
B&G Foods Inc. COM 05508R106 38,932 1,293,001 SH   SOLE   1,137,456 0 155,545
Bank of Marin Bancorp COM 063425102 333 7,395 SH   SOLE   7,395 0 0
Baxter International Inc. COM 071813109 130,186 1,769,316 SH   SOLE   1,722,026 0 47,290
Boston Scientific Corp. COM 101137107 284,505 21,043,292 SH   SOLE   18,606,301 0 2,436,991
Broadridge Financial Solutions COM 11133T103 30,315 816,239 SH   SOLE   770,599 0 45,640
Brown & Brown, Inc. COM 115236101 97,259 3,161,867 SH   SOLE   3,006,770 0 155,097
Callaway Golf Co. COM 131193104 4,275 418,272 SH   SOLE   415,261 0 3,011
Capital City Bank Group COM 139674105 187 14,045 SH   SOLE   14,045 0 0
Capital One Financial Corp. COM 14040H105 327 4,240 SH   SOLE   4,240 0 0
CareFusion Corp. COM 14170T101 8,605 213,940 SH   SOLE   173,110 0 40,830
Carrizo Oil & Gas Inc. COM 144577103 13,961 261,145 SH   SOLE   259,820 0 1,325
Carter's, Inc. COM 146229109 8,374 107,849 SH   SOLE   107,159 0 690
Catamaran Corporation COM 148887102 6,890 153,943 SH   SOLE   115,763 0 38,180
Cimarex Energy Co. COM 171798101 262,730 2,205,776 SH   SOLE   2,098,982 0 106,794
Cisco Systems Inc. COM 17275R102 187,950 8,386,885 SH   SOLE   7,460,129 0 926,756
Citigroup Inc. COM 172967424 296,035 6,219,215 SH   SOLE   5,602,552 0 616,663
Cleco Corp. COM 12561W105 19,927 393,977 SH   SOLE   379,847 0 14,130
Comcast Corporation Class A COM 20030N101 185,740 3,713,312 SH   SOLE   3,280,959 0 432,353
ConAgra Foods Inc. COM 205887102 15,589 502,391 SH   SOLE   404,211 0 98,180
Contango Oil & Gas Company COM 21075N204 13,682 286,589 SH   SOLE   261,693 0 24,896
Core-Mark Holding Co, Inc. COM 218681104 2,677 36,880 SH   SOLE   29,500 0 7,380
Corrections Corp. of America COM 22025Y407 33,474 1,068,760 SH   SOLE   985,742 0 83,018
Coty Inc. Class A COM 222070203 6,987 466,440 SH   SOLE   347,555 0 118,885
CSG Systems International Inc. COM 126349109 6,141 235,839 SH   SOLE   233,779 0 2,060
Denbury Resources Inc. COM 247916208 15,775 961,874 SH   SOLE   907,394 0 54,480
Devon Energy Corp. COM 25179M103 179,802 2,686,413 SH   SOLE   2,583,060 0 103,353
Dollar General Corp. COM 256677105 541 9,756 SH   SOLE   1,711 0 8,045
Dover Corp. COM 260003108 224,841 2,750,346 SH   SOLE   2,426,062 0 324,284
DST Systems Inc. COM 233326107 35,557 375,115 SH   SOLE   373,220 0 1,895
Endurance Specialty Hldgs Ltd COM G30397106 48,295 897,172 SH   SOLE   817,840 0 79,332
Energen Corp. COM 29265N108 14,155 175,163 SH   SOLE   135,673 0 39,490
Energizer Holdings Inc. COM 29266R108 47,618 472,678 SH   SOLE   433,033 0 39,645
Enstar Group Limited COM G3075P101 26,785 196,504 SH   SOLE   189,704 0 6,800
EOG Resources Inc. COM 26875P101 292,698 1,492,061 SH   SOLE   1,333,921 0 158,140
Express Scripts Holding Co. COM 30219G108 108,515 1,445,136 SH   SOLE   1,354,162 0 90,974
First Horizon National Corp. COM 320517105 19,485 1,579,000 SH   SOLE   1,440,685 0 138,315
First Niagara Financial Group COM 33582V108 18,112 1,916,596 SH   SOLE   1,684,696 0 231,900
First Republic Bank/San Fran COM 33616C100 15,073 279,174 SH   SOLE   225,549 0 53,625
Flowers Foods Inc. COM 343498101 42,232 1,968,851 SH   SOLE   1,756,846 0 212,005
Fortress Inv. Group LLC COM 34958B106 18,180 2,456,711 SH   SOLE   2,302,575 0 154,136
Franklin Resources Inc. COM 354613101 172,088 3,176,235 SH   SOLE   3,068,192 0 108,043
Gannett Co. Inc. COM 364730101 123,666 4,480,654 SH   SOLE   4,260,445 0 220,209
General Mills Inc. COM 370334104 195,584 3,774,294 SH   SOLE   3,391,009 0 383,285
GlaxoSmithKline PLC COM 37733W105 10,204 190,984 SH   SOLE   172,379 0 18,605
Global Sources Ltd. COM G39300101 9,218 1,028,849 SH   SOLE   967,843 0 61,006
Greatbatch Inc COM 39153L106 23,180 504,785 SH   SOLE   484,895 0 19,890
Greenlight Capital Re Ltd COM G4095J109 33,105 1,009,309 SH   SOLE   932,534 0 76,775
Groupon Inc. COM 399473107 282 36,025 SH   SOLE   0 0 36,025
HCC Insurance Holdings Inc. COM 404132102 49,728 1,093,155 SH   SOLE   1,035,000 0 58,155
Hillenbrand Inc. COM 431571108 18,101 559,879 SH   SOLE   556,959 0 2,920
Hub Group Inc. COM 443320106 61,632 1,541,179 SH   SOLE   1,378,322 0 162,857
Hyster-Yale Materials Handling COM 449172105 12,110 124,204 SH   SOLE   123,544 0 660
Illinois Tool Works Inc. COM 452308109 154,588 1,900,746 SH   SOLE   1,827,499 0 73,247
Infinity Property and Casualty COM 45665Q103 9,292 137,391 SH   SOLE   126,686 0 10,705
International Business Machine COM 459200101 218,201 1,133,568 SH   SOLE   1,080,896 0 52,672
iStar Financial Inc. COM 45031U101 74,775 5,066,063 SH   SOLE   4,714,409 0 351,654
ITC Holdings Corp. COM 465685105 19,096 511,282 SH   SOLE   466,852 0 44,430
Jarden Corp COM 471109108 61,619 1,029,905 SH   SOLE   971,244 0 58,661
JPMorgan Chase & Co. COM 46625H100 306,419 5,047,259 SH   SOLE   4,502,133 0 545,126
Juniper Networks Inc. COM 48203R104 148,481 5,764,027 SH   SOLE   5,397,315 0 366,712
Kennametal Inc. COM 489170100 35,992 812,471 SH   SOLE   732,646 0 79,825
KeyCorp COM 493267108 700 49,133 SH   SOLE   49,133 0 0
Kimberly-Clark Corp. COM 494368103 219,838 1,993,995 SH   SOLE   1,804,312 0 189,683
Knowles Corp. COM 49926D109 34,385 1,089,153 SH   SOLE   1,048,630 0 40,523
Lifepoint Hospitals Inc. COM 53219L109 15,496 284,068 SH   SOLE   236,778 0 47,290
Linear Technology Corp. COM 535678106 74,184 1,523,607 SH   SOLE   1,404,919 0 118,688
Liquidity Services Inc. COM 53635B107 7,010 269,080 SH   SOLE   267,545 0 1,535
Live Nation Entertainment Inc. COM 538034109 11,335 521,150 SH   SOLE   518,285 0 2,865
Marsh & McLennan Companies Inc COM 571748102 125,376 2,543,122 SH   SOLE   2,407,681 0 135,441
McDonald's Corp. COM 580135101 109,371 1,115,686 SH   SOLE   1,053,303 0 62,383
Medtronic Inc. COM 585055106 329,191 5,349,218 SH   SOLE   4,752,611 0 596,607
Microsoft Corp. COM 594918104 262,628 6,407,127 SH   SOLE   5,630,428 0 776,699
Mid-America Apartment Communit COM 59522J103 28,458 416,839 SH   SOLE   382,644 0 34,195
Molson Coors Brewing Co. Cl B COM 60871R209 17,075 290,091 SH   SOLE   232,826 0 57,265
Morgan Stanley COM 617446448 240,243 7,707,516 SH   SOLE   7,384,344 0 323,172
National Penn Bancshares Inc. COM 637138108 17,993 1,721,803 SH   SOLE   1,571,033 0 150,770
Nationstar Mortgage Holdings I COM 63861C109 16,262 500,971 SH   SOLE   447,841 0 53,130
Natus Medical Inc COM 639050103 24,983 968,350 SH   SOLE   933,335 0 35,015
Noble Energy Inc. COM 655044105 9,488 133,565 SH   SOLE   107,808 0 25,757
Occidental Petroleum Corp. COM 674599105 309,196 3,244,791 SH   SOLE   2,896,912 0 347,879
Orthofix International NV COM N6748L102 11,817 391,926 SH   SOLE   298,299 0 93,627
Pacer International COM 69373H106 11,187 1,248,536 SH   SOLE   1,053,651 0 194,885
Parker Hannifin Corp. COM 701094104 192,648 1,609,292 SH   SOLE   1,539,058 0 70,234
PepsiCo Inc. COM 713448108 233,448 2,795,782 SH   SOLE   2,509,752 0 286,030
Pfizer Inc. COM 717081103 282,365 8,790,937 SH   SOLE   7,957,847 0 833,090
Philip Morris International In COM 718172109 92,816 1,133,697 SH   SOLE   1,066,763 0 66,934
Popular Inc. COM 733174700 153,143 4,941,677 SH   SOLE   4,766,047 0 175,630
Post Holdings Inc. COM 737446104 10,894 197,639 SH   SOLE   145,266 0 52,373
Prudential Financial Inc. COM 744320102 211,818 2,502,279 SH   SOLE   2,189,779 0 312,500
Quest Diagnostics Inc. COM 74834L100 14,691 253,642 SH   SOLE   204,522 0 49,120
Reinsurance Group of America COM 759351604 29,756 373,675 SH   SOLE   340,485 0 33,190
Rosetta Resources Inc. COM 777779307 40,050 859,805 SH   SOLE   855,380 0 4,425
Ross Stores Inc. COM 778296103 337 4,705 SH   SOLE   35 0 4,670
Rovi Corp. COM 779376102 3,130 137,415 SH   SOLE   121,765 0 15,650
RPX Corp COM 74972G103 258 15,860 SH   SOLE   0 0 15,860
Southwest Airlines Co. COM 844741108 67,605 2,863,420 SH   SOLE   2,704,673 0 158,747
Southwestern Energy Co. COM 845467109 9,381 203,882 SH   SOLE   202,647 0 1,235
Staples Inc. COM 855030102 14,131 1,246,126 SH   SOLE   966,026 0 280,100
Steiner Leisure Ltd. COM P8744Y102 53,080 1,147,665 SH   SOLE   1,054,579 0 93,086
Sterling Bancorp COM 85917A100 11,173 882,549 SH   SOLE   877,556 0 4,993
SunTrust Banks Inc. COM 867914103 379 9,536 SH   SOLE   9,536 0 0
Sysco Corp. COM 871829107 135,817 3,759,112 SH   SOLE   3,623,431 0 135,681
Tenneco Inc. COM 880349105 23,683 407,835 SH   SOLE   405,625 0 2,210
Teva Pharmaceutical - SP ADR COM 881624209 13,257 250,886 SH   SOLE   228,049 0 22,837
The Bank of New York Mellon Co COM 064058100 207 5,874 SH   SOLE   5,874 0 0
The Brink's Company COM 109696104 19,063 667,722 SH   SOLE   612,917 0 54,805
The First of Long Island Corpo COM 320734106 8,709 214,462 SH   SOLE   183,939 0 30,523
The Navigators Group Inc. COM 638904102 56,323 917,454 SH   SOLE   861,972 0 55,482
The PNC Financial Services Gro COM 693475105 191,161 2,197,248 SH   SOLE   2,105,257 0 91,991
The Procter & Gamble Company COM 742718109 310,658 3,854,322 SH   SOLE   3,459,521 0 394,801
The Progressive Corporation COM 743315103 143,118 5,909,091 SH   SOLE   5,644,974 0 264,117
The TJX Companies Inc. COM 872540109 199,144 3,283,500 SH   SOLE   2,910,536 0 372,964
The Toro Company COM 891092108 13,357 211,373 SH   SOLE   210,068 0 1,305
The Walt Disney Company COM 254687106 215,860 2,695,885 SH   SOLE   2,385,978 0 309,907
Trimas Corp COM 896215209 13,740 413,870 SH   SOLE   411,380 0 2,490
Trinity Industries Inc. COM 896522109 28,812 399,778 SH   SOLE   397,618 0 2,160
UGI Corp. COM 902681105 33,395 732,177 SH   SOLE   673,017 0 59,160
United Technologies Corp. COM 913017109 336,932 2,883,707 SH   SOLE   2,568,056 0 315,651
UnitedHealth Group Inc. COM 91324P102 460 5,609 SH   SOLE   179 0 5,430
Universal American Corp COM 91338E101 20,369 2,880,980 SH   SOLE   2,620,740 0 260,240
V.F. Corporation COM 918204108 214,829 3,471,698 SH   SOLE   3,341,679 0 130,019
Vail Resorts, Inc. COM 91879Q109 16,027 229,940 SH   SOLE   217,840 0 12,100
Valeant Pharmaceuticals Intern COM 91911K102 3,872 29,370 SH   SOLE   22,295 0 7,075
Vantiv Inc COM 92210H105 122,113 4,040,791 SH   SOLE   3,839,098 0 201,693
Wells Fargo & Co. COM 949746101 173,179 3,481,687 SH   SOLE   3,338,817 0 142,870
WGL Holdings Inc. COM 92924F106 206 5,150 SH   SOLE   4,015 0 1,135
Whirlpool Corp. COM 963320106 106,256 710,931 SH   SOLE   655,297 0 55,634
Whiting Petroleum Corporation COM 966387102 43,284 623,773 SH   SOLE   575,058 0 48,715
Willis Group Holdings COM G96666105 143,537 3,252,593 SH   SOLE   3,006,677 0 245,916
Winthrop Realty Trust COM 976391300 15,853 1,367,789 SH   SOLE   1,159,729 0 208,060
XL Group PLC COM G98290102 9,205 294,561 SH   SOLE   238,116 0 56,445
Nuveen Ohio Quality Income Mun COM SHS 670980101 183 12,000 SH   SOLE   12,000 0 0