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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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
ABBVIE INC COM 00287Y109 43,850 652,623 SH   SOLE   78,546 0 574,077
ANTHEM INC COM 036752103 326,849 1,991,281 SH   SOLE   843,313 0 1,147,968
APACHE CORP COM 037411105 111,333 1,931,865 SH   SOLE   822,065 0 1,109,800
APPLE INC COM 037833100 767,684 6,120,662 SH   SOLE   2,610,271 0 3,510,391
BANK AMER CORP COM 060505104 466,615 27,415,679 SH   SOLE   12,295,879 0 15,119,800
BARCLAYS PLC ADR 06738E204 5,262 320,100 SH   SOLE   320,100 0 0
BED BATH & BEYOND INC COM 075896100 117,089 1,697,440 SH   SOLE   665,758 0 1,031,682
BP PLC SPONSORED ADR 055622104 134,896 3,375,764 SH   SOLE   427,594 0 2,948,170
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 100 1,170 SH   SOLE   1,170 0 0
CIGNA CORPORATION COM 125509109 124,318 767,395 SH   SOLE   565,695 0 201,700
CITIGROUP INC COM NEW 172967424 644,319 11,663,991 SH   SOLE   5,102,891 0 6,561,100
CORNING INC COM 219350105 191,381 9,700,005 SH   SOLE   4,452,405 0 5,247,600
D R HORTON INC COM 23331A109 550,911 20,135,627 SH   SOLE   9,124,627 0 11,011,000
DELPHI AUTOMOTIVE PLC SHS G27823106 342,666 4,027,104 SH   SOLE   1,787,500 0 2,239,604
FIFTH THIRD BANCORP COM 316773100 139,236 6,687,600 SH   SOLE   1,003,100 0 5,684,500
GENERAL DYNAMICS CORP COM 369550108 245,587 1,733,269 SH   SOLE   677,469 0 1,055,800
GENERAL ELECTRIC CO COM 369604103 194,365 7,315,203 SH   SOLE   3,224,103 0 4,091,100
GENUINE PARTS CO COM 372460105 105,020 1,173,012 SH   SOLE   147,831 0 1,025,181
GOLDMAN SACHS GROUP INC COM 38141G104 239,028 1,144,826 SH   SOLE   551,426 0 593,400
HONDA MOTOR LTD AMERN SHS 438128308 1,711 52,800 SH   SOLE   52,800 0 0
INTEL CORP COM 458140100 385,079 12,660,834 SH   SOLE   5,515,616 0 7,145,218
INTERNATIONAL BUSINESS MACHS COM 459200101 190,856 1,173,343 SH   SOLE   506,818 0 666,525
JOHNSON & JOHNSON COM 478160104 433,443 4,447,389 SH   SOLE   2,032,089 0 2,415,300
JPMORGAN CHASE & CO COM 46625H100 561,211 8,282,338 SH   SOLE   4,122,038 0 4,160,300
LENNAR CORP CL A 526057104 194,737 3,815,376 SH   SOLE   1,804,330 0 2,011,046
LINCOLN NATL CORP IND COM 534187109 61,888 1,045,046 SH   SOLE   151,185 0 893,861
MEDTRONIC PLC SHS G5960L103 304,480 4,109,036 SH   SOLE   1,922,836 0 2,186,200
MERCK & CO INC NEW COM 58933Y105 510,195 8,961,800 SH   SOLE   3,808,300 0 5,153,500
MERITAGE HOMES CORP COM 59001A102 152,489 3,238,246 SH   SOLE   1,594,938 0 1,643,308
METLIFE INC COM 59156R108 292,700 5,227,714 SH   SOLE   1,855,914 0 3,371,800
MICROSOFT CORP COM 594918104 555,063 12,572,199 SH   SOLE   5,603,299 0 6,968,900
NOVARTIS A G SPONSORED ADR 66987V109 443 4,500 SH   SOLE   4,500 0 0
OMNICOM GROUP INC COM 681919106 189,242 2,723,304 SH   SOLE   388,804 0 2,334,500
PRUDENTIAL FINL INC COM 744320102 41,619 475,540 SH   SOLE   70,926 0 404,614
RAYTHEON CO COM NEW 755111507 113,115 1,182,220 SH   SOLE   174,037 0 1,008,183
RYLAND GROUP INC COM 783764103 164,804 3,554,119 SH   SOLE   1,426,301 0 2,127,818
SANDISK CORP COM 80004C101 78,991 1,356,775 SH   SOLE   587,375 0 769,400
SANOFI SPONSORED ADR 80105N105 3,898 78,700 SH   SOLE   78,700 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 7,350 198,326 SH   SOLE   198,326 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 152,068 738,732 SH   SOLE   120,702 0 618,030
ST JUDE MED INC COM 790849103 354,990 4,858,215 SH   SOLE   2,337,999 0 2,520,216
STANLEY BLACK & DECKER INC COM 854502101 56,811 539,828 SH   SOLE   218,828 0 321,000
SUNTRUST BKS INC COM 867914103 157,816 3,668,443 SH   SOLE   1,430,476 0 2,237,967
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 299,898 13,205,555 SH   SOLE   7,594,455 0 5,611,100
TOTAL S A SPONSORED ADR 89151E109 118 2,400 SH   SOLE   2,400 0 0
UNITEDHEALTH GROUP INC COM 91324P102 349,407 2,863,994 SH   SOLE   1,163,794 0 1,700,200
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 22,772 469,038 SH   SOLE   392,438 0 76,600
WAL-MART STORES INC COM 931142103 223,321 3,148,470 SH   SOLE   1,218,570 0 1,929,900