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
ABBOTT LABS COM 002824100 53,699 783,239 SH   SOLE   126,462 0 656,777
AETNA INC NEW COM 00817Y108 78,182 1,974,300 SH   SOLE   802,600 0 1,171,700
APACHE CORP COM 037411105 144,333 1,669,165 SH   SOLE   584,865 0 1,084,300
BARCLAYS PLC ADR 06738E204 3,271 235,800 SH   SOLE   235,800 0 0
BP PLC SPONSORED ADR 055622104 187,314 4,421,966 SH   SOLE   1,473,796 0 2,948,170
CHEVRON CORP NEW COM 166764100 48,244 413,901 SH   SOLE   88,701 0 325,200
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 83 900 SH   SOLE   900 0 0
CITIGROUP INC COM NEW 172967424 99,335 3,035,900 SH   SOLE   970,100 0 2,065,800
CORNING INC COM 219350105 169,449 12,885,879 SH   SOLE   4,827,179 0 8,058,700
DELL INC COM 24702R101 23,909 2,424,800 SH   SOLE   484,400 0 1,940,400
DELPHI AUTOMOTIVE PLC SHS G27823106 17,025 549,194 SH   SOLE   177,900 0 371,294
ENSCO PLC SHS CLASS A G3157S106 51,787 949,171 SH   SOLE   296,800 0 652,371
EXXON MOBIL CORP COM 30231G102 1,643 17,971 SH   SOLE   17,971 0 0
GENERAL DYNAMICS CORP COM 369550108 211,699 3,201,734 SH   SOLE   1,185,134 0 2,016,600
GENERAL ELECTRIC CO COM 369604103 126,939 5,589,552 SH   SOLE   1,661,252 0 3,928,300
GENUINE PARTS CO COM 372460105 89,705 1,469,848 SH   SOLE   184,500 0 1,285,348
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 129 2,800 SH   SOLE   2,800 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 134,404 1,182,298 SH   SOLE   416,698 0 765,600
HONDA MOTOR LTD AMERN SHS 438128308 1,910 61,800 SH   SOLE   61,800 0 0
INTEL CORP COM 458140100 270,023 11,905,771 SH   SOLE   4,893,253 0 7,012,518
INTERNATIONAL BUSINESS MACHS COM 459200101 294,582 1,420,016 SH   SOLE   534,761 0 885,255
ISHARES INC MSCI BRAZIL 464286400 2,313 42,800 SH   SOLE   30,900 0 11,900
ISHARES INC MSCI S KOREA 464286772 2,579 43,609 SH   SOLE   43,609 0 0
JOHNSON & JOHNSON COM 478160104 170,743 2,477,761 SH   SOLE   856,261 0 1,621,500
JPMORGAN CHASE & CO COM 46625H100 220,454 5,446,000 SH   SOLE   1,946,000 0 3,500,000
KRAFT FOODS INC CL A 50075N104 59,474 1,438,300 SH   SOLE   241,300 0 1,197,000
LINCOLN NATL CORP IND COM 534187109 98,600 4,076,061 SH   SOLE   816,700 0 3,259,361
MEDTRONIC INC COM 585055106 152,267 3,531,235 SH   SOLE   1,411,935 0 2,119,300
MERCK & CO INC NEW COM 58933Y105 278,746 6,180,627 SH   SOLE   2,276,727 0 3,903,900
METLIFE INC COM 59156R108 177,072 5,138,490 SH   SOLE   1,545,590 0 3,592,900
MICROSOFT CORP COM 594918104 302,142 10,145,791 SH   SOLE   4,242,591 0 5,903,200
NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 136,441 3,813,333 SH   SOLE   1,497,355 0 2,315,978
NOVARTIS A G SPONSORED ADR 66987V109 270 4,400 SH   SOLE   4,400 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 129,304 1,502,487 SH   SOLE   569,787 0 932,700
OMNICOM GROUP INC COM 681919106 145,245 2,817,000 SH   SOLE   517,700 0 2,299,300
PFIZER INC COM 717081103 273,937 11,023,630 SH   SOLE   3,907,641 0 7,115,989
PRUDENTIAL FINL INC COM 744320102 83,684 1,535,200 SH   SOLE   500,200 0 1,035,000
RAYTHEON CO COM NEW 755111507 102,245 1,788,748 SH   SOLE   604,160 0 1,184,588
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 19,366 279,005 SH   SOLE   46,100 0 232,905
SANDISK CORP COM 80004C101 69,379 1,597,500 SH   SOLE   681,800 0 915,700
SANOFI SPONSORED ADR 80105N105 2,119 49,200 SH   SOLE   49,200 0 0
SEMPRA ENERGY COM 816851109 68,862 1,067,800 SH   SOLE   224,100 0 843,700
SPDR S&P 500 ETF TR TR U NIT 78462F103 34,034 236,460 SH   SOLE   33,060 0 203,400
ST JUDE MED INC COM 790849103 171,326 4,066,612 SH   SOLE   1,677,896 0 2,388,716
STANLEY BLACK & DECKER INC COM 854502101 13,969 183,200 SH   SOLE   183,200 0 0
SUNTRUST BKS INC COM 867914103 128,034 4,528,967 SH   SOLE   1,394,000 0 3,134,967
TOTAL S A SPONSORED ADR 89151E109 210 4,200 SH   SOLE   4,200 0 0
UNITEDHEALTH GROUP INC COM 91324P102 193,467 3,491,550 SH   SOLE   1,251,250 0 2,240,300
UNUM GROUP COM 91529Y106 35,692 1,857,000 SH   SOLE   349,500 0 1,507,500
VALERO ENERGY CORP NEW COM 91913Y100 73,458 2,318,758 SH   SOLE   759,058 0 1,559,700
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 18,045 416,833 SH   SOLE   322,733 0 94,100
VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 56,352 1,977,600 SH   SOLE   862,200 0 1,115,400
WAL-MART STORES INC COM 931142103 136,678 1,852,000 SH   SOLE   399,600 0 1,452,400
WELLPOINT INC COM 94973V107 139,975 2,412,953 SH   SOLE   898,893 0 1,514,060
WELLS FARGO & CO NEW COM 949746101 3,077 89,100 SH   SOLE   89,100 0 0
WESTERN DIGITAL CORP COM 958102105 73,448 1,896,400 SH   SOLE   673,800 0 1,222,600