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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 37,056 625,529 SH   SOLE   51,452 0 574,077
ANTHEM INC COM 036752103 346,757 2,486,781 SH   SOLE   1,029,013 0 1,457,768
APPLE INC COM 037833100 332,385 3,157,752 SH   SOLE   1,274,761 0 1,882,991
BANK AMER CORP COM 060505104 479,715 28,503,579 SH   SOLE   12,399,679 0 16,103,900
BARCLAYS PLC ADR 06738E204 5,424 418,489 SH   SOLE   418,489 0 0
BED BATH & BEYOND INC COM 075896100 82,944 1,719,040 SH   SOLE   653,758 0 1,065,282
BP PLC SPONSORED ADR 055622104 100,966 3,229,864 SH   SOLE   281,694 0 2,948,170
CALATLANTIC GROUP INC COM ADDED 128195104 121,051 3,192,271 SH   SOLE   1,481,912 0 1,710,359
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 70 1,170 SH   SOLE   1,170 0 0
CIGNA CORPORATION COM 125509109 401,930 2,746,735 SH   SOLE   1,196,922 0 1,549,813
CITIGROUP INC COM NEW 172967424 615,524 11,894,191 SH   SOLE   5,302,891 0 6,591,300
CORNING INC COM 219350105 183,210 10,022,405 SH   SOLE   4,392,805 0 5,629,600
D R HORTON INC COM 23331A109 634,352 19,804,927 SH   SOLE   8,779,627 0 11,025,300
DELPHI AUTOMOTIVE PLC SHS G27823106 366,703 4,277,423 SH   SOLE   1,771,700 0 2,505,723
FIFTH THIRD BANCORP COM 316773100 129,157 6,425,700 SH   SOLE   741,200 0 5,684,500
GENERAL DYNAMICS CORP COM 369550108 243,370 1,771,769 SH   SOLE   661,569 0 1,110,200
GENERAL ELECTRIC CO COM 369604103 159,130 5,108,519 SH   SOLE   2,133,002 0 2,975,517
GENUINE PARTS CO COM 372460105 96,729 1,126,193 SH   SOLE   101,012 0 1,025,181
GOLDMAN SACHS GROUP INC COM 38141G104 192,127 1,066,010 SH   SOLE   444,710 0 621,300
HONDA MOTOR LTD AMERN SHS 438128308 2,612 81,800 SH   SOLE   81,800 0 0
INTEL CORP COM 458140100 310,644 9,017,234 SH   SOLE   3,848,816 0 5,168,418
INTERNATIONAL BUSINESS MACHS COM 459200101 159,488 1,158,903 SH   SOLE   471,778 0 687,125
JOHNSON & JOHNSON COM 478160104 498,838 4,856,289 SH   SOLE   2,233,089 0 2,623,200
JPMORGAN CHASE & CO COM 46625H100 567,761 8,598,538 SH   SOLE   4,124,238 0 4,474,300
LENNAR CORP CL A 526057104 301,000 6,154,158 SH   SOLE   2,713,577 0 3,440,581
LINCOLN NATL CORP IND COM 534187109 50,604 1,006,846 SH   SOLE   112,985 0 893,861
MEDTRONIC PLC SHS G5960L103 327,374 4,256,036 SH   SOLE   1,915,636 0 2,340,400
MERCK & CO INC NEW COM 58933Y105 506,708 9,593,100 SH   SOLE   4,135,900 0 5,457,200
MERITAGE HOMES CORP COM 59001A102 119,354 3,511,446 SH   SOLE   1,654,838 0 1,856,608
METLIFE INC COM 59156R108 252,963 5,247,114 SH   SOLE   1,733,314 0 3,513,800
MICROSOFT CORP COM 594918104 719,165 12,962,599 SH   SOLE   5,626,599 0 7,336,000
NOVARTIS A G SPONSORED ADR 66987V109 387 4,500 SH   SOLE   4,500 0 0
OMNICOM GROUP INC COM 681919106 195,914 2,589,404 SH   SOLE   254,904 0 2,334,500
PFIZER INC COM 717081103 331,441 10,267,700 SH   SOLE   4,608,800 0 5,658,900
PRUDENTIAL FINL INC COM 744320102 37,232 457,345 SH   SOLE   52,731 0 404,614
RANGE RES CORP COM 75281A109 238,689 9,698,867 SH   SOLE   4,602,200 0 5,096,667
RAYTHEON CO COM NEW 755111507 139,912 1,123,520 SH   SOLE   115,337 0 1,008,183
SANOFI SPONSORED ADR 80105N105 3,212 75,300 SH   SOLE   75,300 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 6,343 188,826 SH   SOLE   188,826 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 81,175 398,130 SH   SOLE   47,318 0 350,812
ST JUDE MED INC COM 790849103 312,563 5,060,115 SH   SOLE   2,347,699 0 2,712,416
STANLEY BLACK & DECKER INC COM 854502101 56,559 529,928 SH   SOLE   199,728 0 330,200
SUNTRUST BKS INC COM 867914103 138,268 3,227,543 SH   SOLE   992,276 0 2,235,267
SYNCHRONY FINL COM 87165B103 74,426 2,447,405 SH   SOLE   1,022,419 0 1,424,986
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 471,469 20,723,925 SH   SOLE   10,594,525 0 10,129,400
TOTAL S A SPONSORED ADR 89151E109 108 2,400 SH   SOLE   2,400 0 0
UNITEDHEALTH GROUP INC COM 91324P102 346,449 2,944,994 SH   SOLE   1,142,794 0 1,802,200
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 134,909 3,107,775 SH   SOLE   2,086,638 0 1,021,137