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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
ABBVIE INC COM 00287Y109 38,882 628,033 SH   SOLE   53,956 0 574,077
ANTHEM INC COM 036752103 375,221 2,856,865 SH   SOLE   1,108,697 0 1,748,168
APPLE INC COM 037833100 292,247 3,056,976 SH   SOLE   1,331,255 0 1,725,721
BANK AMER CORP COM 060505104 512,820 38,645,028 SH   SOLE   18,934,128 0 19,710,900
BARCLAYS PLC ADR 06738E204 3,665 482,247 SH   SOLE   482,247 0 0
BED BATH & BEYOND INC COM 075896100 75,832 1,754,564 SH   SOLE   689,282 0 1,065,282
BP PLC SPONSORED ADR 055622104 114,095 3,213,039 SH   SOLE   264,869 0 2,948,170
CABOT OIL & GAS CORP COM 127097103 315,908 12,273,055 SH   SOLE   5,195,592 0 7,077,463
CALATLANTIC GROUP INC COM 128195104 128,251 3,493,615 SH   SOLE   1,783,256 0 1,710,359
CIGNA CORPORATION COM 125509109 513,699 4,013,588 SH   SOLE   1,623,975 0 2,389,613
CITIGROUP INC COM NEW 172967424 678,504 16,006,239 SH   SOLE   6,964,539 0 9,041,700
CORNING INC COM 219350105 211,876 10,345,525 SH   SOLE   4,716,025 0 5,629,500
D R HORTON INC COM 23331A109 680,936 21,630,735 SH   SOLE   9,014,535 0 12,616,200
DELPHI AUTOMOTIVE PLC SHS G27823106 299,620 4,786,256 SH   SOLE   2,082,633 0 2,703,623
FIFTH THIRD BANCORP COM 316773100 113,417 6,447,822 SH   SOLE   763,322 0 5,684,500
GENERAL DYNAMICS CORP COM 369550108 83,316 598,366 SH   SOLE   242,642 0 355,724
GENERAL ELECTRIC CO COM 369604103 145,892 4,634,449 SH   SOLE   1,925,432 0 2,709,017
GENUINE PARTS CO COM 372460105 102,641 1,013,739 SH   SOLE   99,858 0 913,881
GOLDMAN SACHS GROUP INC COM 38141G104 167,592 1,127,957 SH   SOLE   471,357 0 656,600
HONDA MOTOR LTD AMERN SHS 438128308 2,277 89,901 SH   SOLE   89,901 0 0
INTEL CORP COM 458140100 305,328 9,308,792 SH   SOLE   4,140,374 0 5,168,418
JOHNSON & JOHNSON COM 478160104 493,413 4,067,705 SH   SOLE   1,946,905 0 2,120,800
JPMORGAN CHASE & CO COM 46625H100 572,118 9,206,926 SH   SOLE   4,650,126 0 4,556,800
LENNAR CORP CL A 526057104 388,874 8,435,452 SH   SOLE   3,485,624 0 4,949,828
LINCOLN NATL CORP IND COM 534187109 39,265 1,012,778 SH   SOLE   118,917 0 893,861
MEDTRONIC PLC SHS G5960L103 381,626 4,398,138 SH   SOLE   2,057,738 0 2,340,400
MERCK & CO INC COM 58933Y105 632,618 10,981,043 SH   SOLE   4,454,643 0 6,526,400
MERITAGE HOMES CORP COM 59001A102 129,056 3,437,836 SH   SOLE   1,581,228 0 1,856,608
METLIFE INC COM 59156R108 214,605 5,388,013 SH   SOLE   1,874,213 0 3,513,800
MICROSOFT CORP COM 594918104 739,611 14,454,002 SH   SOLE   5,997,802 0 8,456,200
NOVARTIS A G SPONSORED ADR 66987V109 297 3,600 SH   SOLE   3,600 0 0
OMNICOM GROUP INC COM 681919106 211,356 2,593,642 SH   SOLE   259,142 0 2,334,500
PFIZER INC COM 717081103 502,314 14,266,233 SH   SOLE   6,756,733 0 7,509,500
PRUDENTIAL FINL INC COM 744320102 32,803 459,816 SH   SOLE   55,202 0 404,614
RANGE RES CORP COM 75281A109 627,961 14,556,351 SH   SOLE   6,242,127 0 8,314,224
RAYTHEON CO COM NEW 755111507 153,772 1,131,091 SH   SOLE   122,908 0 1,008,183
SANOFI SPONSORED ADR 80105N105 3,277 78,297 SH   SOLE   78,297 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 6,244 190,726 SH   SOLE   190,726 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 45,286 216,130 SH   SOLE   18,818 0 197,312
ST JUDE MED INC COM 790849103 383,951 4,922,450 SH   SOLE   2,236,334 0 2,686,116
STANLEY BLACK & DECKER INC COM 854502101 61,259 550,789 SH   SOLE   220,589 0 330,200
SUNTRUST BKS INC COM 867914103 132,249 3,219,295 SH   SOLE   1,007,328 0 2,211,967
SYNCHRONY FINL COM 87165B103 63,572 2,514,720 SH   SOLE   1,089,734 0 1,424,986
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 647,800 24,696,922 SH   SOLE   12,342,822 0 12,354,100
TOTAL S A SPONSORED ADR 89151E109 115 2,400 SH   SOLE   2,400 0 0
UNITEDHEALTH GROUP INC COM 91324P102 405,588 2,872,433 SH   SOLE   1,205,633 0 1,666,800
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 21,364 498,584 SH   SOLE   379,747 0 118,837