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
ABBVIE INC COM 00287Y109 44,948 767,823 SH   SOLE   111,046 0 656,777
AETNA INC NEW COM 00817Y108 229,857 2,157,672 SH   SOLE   1,056,172 0 1,101,500
ANTHEM INC COM 036752103 308,004 1,994,715 SH   SOLE   846,747 0 1,147,968
APACHE CORP COM 037411105 116,752 1,935,216 SH   SOLE   825,416 0 1,109,800
APPLE INC COM 037833100 759,813 6,106,349 SH   SOLE   2,595,958 0 3,510,391
BANK AMER CORP COM 060505104 420,238 27,305,926 SH   SOLE   12,186,126 0 15,119,800
BARCLAYS PLC ADR 06738E204 4,664 320,100 SH   SOLE   320,100 0 0
BED BATH & BEYOND INC COM 075896100 131,281 1,709,950 SH   SOLE   678,268 0 1,031,682
BP PLC SPONSORED ADR 055622104 132,128 3,378,364 SH   SOLE   430,194 0 2,948,170
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 93 1,170 SH   SOLE   1,170 0 0
CIGNA CORPORATION COM 125509109 95,702 739,354 SH   SOLE   537,654 0 201,700
CITIGROUP INC COM NEW 172967424 582,331 11,303,016 SH   SOLE   5,044,116 0 6,258,900
CORNING INC COM 219350105 372,062 16,404,838 SH   SOLE   8,184,638 0 8,220,200
D R HORTON INC COM 23331A109 570,655 20,037,041 SH   SOLE   9,026,041 0 11,011,000
DELPHI AUTOMOTIVE PLC SHS G27823106 321,116 4,027,036 SH   SOLE   1,787,432 0 2,239,604
FIFTH THIRD BANCORP COM 316773100 65,396 3,469,300 SH   SOLE   643,800 0 2,825,500
GENERAL DYNAMICS CORP COM 369550108 234,387 1,726,863 SH   SOLE   671,063 0 1,055,800
GENERAL ELECTRIC CO COM 369604103 181,811 7,328,139 SH   SOLE   3,237,039 0 4,091,100
GENUINE PARTS CO COM 372460105 113,208 1,214,812 SH   SOLE   189,631 0 1,025,181
GOLDMAN SACHS GROUP INC COM 38141G104 222,679 1,184,654 SH   SOLE   562,354 0 622,300
HONDA MOTOR LTD AMERN SHS 438128308 1,782 54,400 SH   SOLE   54,400 0 0
INTEL CORP COM 458140100 395,306 12,641,699 SH   SOLE   5,496,481 0 7,145,218
INTERNATIONAL BUSINESS MACHS COM 459200101 189,500 1,180,684 SH   SOLE   514,159 0 666,525
JOHNSON & JOHNSON COM 478160104 385,372 3,830,734 SH   SOLE   1,565,834 0 2,264,900
JPMORGAN CHASE & CO COM 46625H100 499,731 8,249,116 SH   SOLE   4,088,816 0 4,160,300
LENNAR CORP CL A 526057104 155,659 3,004,411 SH   SOLE   1,412,165 0 1,592,246
LINCOLN NATL CORP IND COM 534187109 133,637 2,325,746 SH   SOLE   412,885 0 1,912,861
MEDTRONIC PLC SHS ADDED G5960L103 319,863 4,101,333 SH   SOLE   1,915,133 0 2,186,200
MERITAGE HOMES CORP COM 59001A102 161,453 3,319,336 SH   SOLE   1,676,028 0 1,643,308
METLIFE INC COM 59156R108 266,317 5,268,379 SH   SOLE   1,896,579 0 3,371,800
MICROSOFT CORP COM 594918104 510,749 12,563,005 SH   SOLE   5,594,105 0 6,968,900
NOVARTIS A G SPONSORED ADR 66987V109 444 4,500 SH   SOLE   4,500 0 0
OMNICOM GROUP INC COM 681919106 219,225 2,811,304 SH   SOLE   476,804 0 2,334,500
PRUDENTIAL FINL INC COM 744320102 39,435 491,040 SH   SOLE   86,426 0 404,614
RAYTHEON CO COM NEW 755111507 133,189 1,219,120 SH   SOLE   210,937 0 1,008,183
RYLAND GROUP INC COM 783764103 172,602 3,541,280 SH   SOLE   1,413,462 0 2,127,818
SANDISK CORP COM 80004C101 86,316 1,356,748 SH   SOLE   587,348 0 769,400
SANOFI SPONSORED ADR 80105N105 4,000 80,900 SH   SOLE   80,900 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 7,371 197,626 SH   SOLE   197,626 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 107,639 521,432 SH   SOLE   80,702 0 440,730
ST JUDE MED INC COM 790849103 317,390 4,853,054 SH   SOLE   2,332,838 0 2,520,216
STANLEY BLACK & DECKER INC COM 854502101 52,556 551,128 SH   SOLE   230,128 0 321,000
SUNTRUST BKS INC COM 867914103 150,858 3,671,395 SH   SOLE   1,433,428 0 2,237,967
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 305,951 13,030,300 SH   SOLE   7,419,200 0 5,611,100
TOTAL S A SPONSORED ADR 89151E109 119 2,400 SH   SOLE   2,400 0 0
UNITEDHEALTH GROUP INC COM 91324P102 339,980 2,874,124 SH   SOLE   1,173,924 0 1,700,200
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 3,873 79,474 SH   SOLE   79,474 0 0
WAL-MART STORES INC COM 931142103 260,811 3,170,950 SH   SOLE   1,241,050 0 1,929,900