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
Estimated average burden
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 44,867 776,785 SH   SOLE   120,008 0 656,777
AETNA INC NEW COM 00817Y108 219,016 2,703,902 SH   SOLE   1,316,602 0 1,387,300
APACHE CORP COM 037411105 185,414 1,975,216 SH   SOLE   865,416 0 1,109,800
APPLE INC COM 037833100 593,385 5,889,679 SH   SOLE   2,686,088 0 3,203,591
BANK AMER CORP COM 060505104 444,813 26,088,726 SH   SOLE   11,737,626 0 14,351,100
BARCLAYS PLC ADR 06738E204 4,526 305,625 SH   SOLE   305,625 0 0
BED BATH & BEYOND INC COM 075896100 114,271 1,735,850 SH   SOLE   704,168 0 1,031,682
BP PLC SPONSORED ADR 055622104 152,900 3,478,964 SH   SOLE   530,794 0 2,948,170
CHEVRON CORP NEW COM 166764100 48,043 402,638 SH   SOLE   77,438 0 325,200
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 102 1,170 SH   SOLE   1,170 0 0
CIGNA CORPORATION COM 125509109 69,287 763,994 SH   SOLE   559,294 0 204,700
CITIGROUP INC COM NEW 172967424 554,154 10,693,816 SH   SOLE   5,161,716 0 5,532,100
CORNING INC COM 219350105 341,350 17,649,938 SH   SOLE   9,100,738 0 8,549,200
D R HORTON INC COM 23331A109 264,884 12,908,571 SH   SOLE   6,511,371 0 6,397,200
DELPHI AUTOMOTIVE PLC SHS G27823106 247,840 4,040,436 SH   SOLE   1,800,832 0 2,239,604
EXXON MOBIL CORP COM 30231G102 392 4,171 SH   SOLE   4,171 0 0
FIFTH THIRD BANCORP COM 316773100 4,226 211,100 SH   SOLE   211,100 0 0
GENERAL DYNAMICS CORP COM 369550108 242,877 1,911,063 SH   SOLE   812,263 0 1,098,800
GENERAL ELECTRIC CO COM 369604103 189,899 7,412,139 SH   SOLE   3,321,039 0 4,091,100
GENUINE PARTS CO COM 372460105 108,972 1,242,412 SH   SOLE   217,231 0 1,025,181
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 1,545 33,600 SH   SOLE   33,600 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 232,575 1,266,954 SH   SOLE   602,454 0 664,500
HONDA MOTOR LTD AMERN SHS 438128308 1,954 57,000 SH   SOLE   57,000 0 0
INTEL CORP COM 458140100 575,609 16,530,999 SH   SOLE   7,996,881 0 8,534,118
INTERNATIONAL BUSINESS MACHS COM 459200101 229,236 1,207,584 SH   SOLE   541,059 0 666,525
ISHARES MSCI BRZ CAP ETF 464286400 259 5,967 SH   SOLE   5,967 0 0
ISHARES MSCI STH KOR ETF 464286772 324 5,354 SH   SOLE   5,354 0 0
ISHARES TR MSCI EAFE ETF 464287465 70 1,098 SH   SOLE   1,098 0 0
JOHNSON & JOHNSON COM 478160104 290,408 2,724,534 SH   SOLE   1,062,734 0 1,661,800
JPMORGAN CHASE & CO COM 46625H100 493,620 8,194,216 SH   SOLE   4,033,916 0 4,160,300
LINCOLN NATL CORP IND COM 534187109 216,407 4,038,946 SH   SOLE   779,585 0 3,259,361
MEDTRONIC INC COM 585055106 262,156 4,231,733 SH   SOLE   2,036,333 0 2,195,400
MERITAGE HOMES CORP COM 59001A102 119,519 3,366,730 SH   SOLE   1,723,422 0 1,643,308
METLIFE INC COM 59156R108 288,072 5,362,479 SH   SOLE   1,990,679 0 3,371,800
MICROSOFT CORP COM 594918104 566,830 12,226,697 SH   SOLE   5,803,997 0 6,422,700
NOVARTIS A G SPONSORED ADR 66987V109 424 4,500 SH   SOLE   4,500 0 0
OMNICOM GROUP INC COM 681919106 198,462 2,882,104 SH   SOLE   547,604 0 2,334,500
PRUDENTIAL FINL INC COM 744320102 57,094 649,239 SH   SOLE   128,402 0 520,837
RAYTHEON CO COM NEW 755111507 126,844 1,248,220 SH   SOLE   240,037 0 1,008,183
RYLAND GROUP INC COM 783764103 126,979 3,820,080 SH   SOLE   1,642,762 0 2,177,318
SANDISK CORP COM 80004C101 134,177 1,369,848 SH   SOLE   600,448 0 769,400
SANOFI SPONSORED ADR 80105N105 4,277 75,800 SH   SOLE   75,800 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 8,720 191,826 SH   SOLE   191,826 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 48,335 245,332 SH   SOLE   41,902 0 203,430
ST JUDE MED INC COM 790849103 296,246 4,926,754 SH   SOLE   2,406,538 0 2,520,216
STANLEY BLACK & DECKER INC COM 854502101 55,558 625,728 SH   SOLE   304,728 0 321,000
SUNTRUST BKS INC COM 867914103 142,506 3,747,195 SH   SOLE   1,509,228 0 2,237,967
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 111,369 5,518,800 SH   SOLE   2,789,600 0 2,729,200
TOTAL S A SPONSORED ADR 89151E109 155 2,400 SH   SOLE   2,400 0 0
UNITEDHEALTH GROUP INC COM 91324P102 288,470 3,344,584 SH   SOLE   1,402,884 0 1,941,700
VALERO ENERGY CORP NEW COM 91913Y100 142,749 3,085,130 SH   SOLE   1,438,830 0 1,646,300
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 7,478 151,874 SH   SOLE   151,874 0 0
WAL-MART STORES INC COM 931142103 246,367 3,221,750 SH   SOLE   1,291,850 0 1,929,900
WELLPOINT INC COM 94973V107 245,043 2,048,515 SH   SOLE   900,547 0 1,147,968
WELLS FARGO & CO NEW COM 949746101 3,133 60,400 SH   SOLE   60,400 0 0