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 43,842 776,785 SH   SOLE   120,008 0 656,777
AETNA INC NEW COM 00817Y108 214,208 2,641,934 SH   SOLE   1,268,534 0 1,373,400
APACHE CORP COM 037411105 193,857 1,926,627 SH   SOLE   825,927 0 1,100,700
APPLE INC COM 037833100 562,427 6,052,161 SH   SOLE   2,714,470 0 3,337,691
BANK OF AMERICA CORPORATION COM 060505104 390,298 25,393,525 SH   SOLE   11,196,825 0 14,196,700
BARCLAYS PLC ADR 06738E204 4,453 304,825 SH   SOLE   304,825 0 0
BED BATH & BEYOND INC COM 075896100 97,545 1,699,982 SH   SOLE   675,100 0 1,024,882
BP PLC SPONSORED ADR 055622104 183,515 3,478,964 SH   SOLE   530,794 0 2,948,170
CHEVRON CORP NEW COM 166764100 52,900 405,207 SH   SOLE   80,007 0 325,200
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 111 1,170 SH   SOLE   1,170 0 0
CIGNA CORPORATION COM 125509109 66,284 720,709 SH   SOLE   524,409 0 196,300
CITIGROUP INC COM NEW 172967424 511,023 10,849,750 SH   SOLE   5,118,250 0 5,731,500
CORNING INC COM 219350105 376,946 17,172,947 SH   SOLE   8,722,047 0 8,450,900
D R HORTON INC COM 23331A109 235,442 9,578,600 SH   SOLE   4,743,200 0 4,835,400
DELPHI AUTOMOTIVE PLC SHS G27823106 270,945 3,941,592 SH   SOLE   1,722,188 0 2,219,404
EXXON MOBIL CORP COM 30231G102 420 4,171 SH   SOLE   4,171 0 0
FIFTH THIRD BANCORP COM 316773100 4,507 211,100 SH   SOLE   211,100 0 0
GENERAL DYNAMICS CORP COM 369550108 219,056 1,879,499 SH   SOLE   784,599 0 1,094,900
GENERAL ELECTRIC CO COM 369604103 190,753 7,258,486 SH   SOLE   3,186,586 0 4,071,900
GENUINE PARTS CO COM 372460105 123,132 1,402,409 SH   SOLE   225,409 0 1,177,000
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 1,797 33,600 SH   SOLE   33,600 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 207,839 1,241,276 SH   SOLE   582,176 0 659,100
HONDA MOTOR LTD AMERN SHS 438128308 1,994 57,000 SH   SOLE   57,000 0 0
INTEL CORP COM 458140100 519,409 16,809,341 SH   SOLE   8,069,623 0 8,739,718
INTERNATIONAL BUSINESS MACHS COM 459200101 213,947 1,180,267 SH   SOLE   518,042 0 662,225
ISHARES MSCI BRZ CAP ETF 464286400 309 6,467 SH   SOLE   6,467 0 0
ISHARES MSCI STH KOR ETF 464286772 1,243 19,116 SH   SOLE   19,116 0 0
ISHARES MSCI EAFE ETF 464287465 9,510 139,098 SH   SOLE   134,998 0 4,100
JOHNSON & JOHNSON COM 478160104 280,885 2,684,814 SH   SOLE   1,028,914 0 1,655,900
JPMORGAN CHASE & CO COM 46625H100 459,812 7,980,079 SH   SOLE   3,864,479 0 4,115,600
LINCOLN NATL CORP IND COM 534187109 207,763 4,038,946 SH   SOLE   779,585 0 3,259,361
MEDTRONIC INC COM 585055106 263,183 4,127,711 SH   SOLE   1,955,311 0 2,172,400
MERITAGE HOMES CORP COM 59001A102 78,849 1,868,018 SH   SOLE   962,600 0 905,418
METLIFE INC COM 59156R108 291,990 5,255,407 SH   SOLE   1,910,607 0 3,344,800
MICROSOFT CORP COM 594918104 501,092 12,016,594 SH   SOLE   5,597,894 0 6,418,700
MONDELEZ INTL INC CL A 609207105 14,574 387,500 SH   SOLE   62,700 0 324,800
NOVARTIS A G SPONSORED ADR 66987V109 407 4,500 SH   SOLE   4,500 0 0
OMNICOM GROUP INC COM 681919106 205,263 2,882,104 SH   SOLE   547,604 0 2,334,500
PRUDENTIAL FINL INC COM 744320102 57,633 649,239 SH   SOLE   128,402 0 520,837
RAYTHEON CO COM NEW 755111507 115,554 1,252,620 SH   SOLE   244,437 0 1,008,183
RYLAND GROUP INC COM 783764103 100,040 2,536,509 SH   SOLE   1,070,900 0 1,465,609
SANDISK CORP COM 80004C101 164,431 1,574,561 SH   SOLE   692,261 0 882,300
SANOFI SPONSORED ADR 80105N105 4,030 75,800 SH   SOLE   75,800 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 6,865 149,700 SH   SOLE   149,700 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 79,067 403,982 SH   SOLE   85,252 0 318,730
ST JUDE MED INC COM 790849103 305,519 4,411,820 SH   SOLE   2,136,004 0 2,275,816
STANLEY BLACK & DECKER INC COM 854502101 57,256 651,968 SH   SOLE   327,168 0 324,800
SUNTRUST BKS INC COM 867914103 147,130 3,672,734 SH   SOLE   1,457,467 0 2,215,267
TOTAL S A SPONSORED ADR 89151E109 173 2,400 SH   SOLE   2,400 0 0
UNITEDHEALTH GROUP INC COM 91324P102 269,394 3,295,344 SH   SOLE   1,366,844 0 1,928,500
VALERO ENERGY CORP NEW COM 91913Y100 150,415 3,002,299 SH   SOLE   1,372,699 0 1,629,600
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 39,813 761,384 SH   SOLE   522,584 0 238,800
WAL-MART STORES INC COM 931142103 238,371 3,175,312 SH   SOLE   1,256,112 0 1,919,200
WELLPOINT INC COM 94973V107 242,044 2,249,274 SH   SOLE   973,506 0 1,275,768
WELLS FARGO & CO NEW COM 949746101 3,227 61,400 SH   SOLE   61,400 0 0