Treasurer

0001104659-14-038974.txt : 20140515 0001104659-14-038974.hdr.sgml : 20140515 20140515075131 ACCESSION NUMBER: 0001104659-14-038974 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140515 DATE AS OF CHANGE: 20140515 EFFECTIVENESS DATE: 20140515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FIRST INVESTORS MANAGEMENT CO INC CENTRAL INDEX KEY: 0000728079 IRS NUMBER: 136120357 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-03437 FILM NUMBER: 14843876 BUSINESS ADDRESS: STREET 1: 40 WALL STREET STREET 2: 10TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10005-1343 BUSINESS PHONE: 212-858-8000 MAIL ADDRESS: STREET 1: 40 WALL STREET STREET 2: 10TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10005-1343 13F-HR 1 primary_doc.xml 13F-HR LIVE 0000728079 XXXXXXXX 03-31-2014 03-31-2014 false First Investors Management Co Inc

40 WALL STREET 10TH FLOOR New York NY 10005-1343

13F HOLDINGS REPORT 028-03437 N Joseph I. Benedek Treasurer 732-855-2712 Joseph I. Benedek Edison NJ 05-14-2014 0 274 4618217 false INFORMATION TABLE 2 a14-11875_1informationtable.xml INFORMATION TABLE 3M Company CSD 88579Y101 41647 306994 SH SOLE 306994 0 0 A.O. Smith Corporation CSD 831865209 8284 180000 SH SOLE 180000 0 0 Abbott Laboratories CSD 002824100 25224 655000 SH SOLE 655000 0 0 AbbVie, Inc. CSD 00287Y109 22472 437200 SH SOLE 437200 0 0 ACE Limited CSD H0023R105 5211 52600 SH SOLE 52600 0 0 Actavis PLC CSD G0083B108 89192 433288 SH SOLE 433288 0 0 ADT Corporation CSD 00101J106 16168 539837 SH SOLE 539837 0 0 Advanced Energy Systems Inds CSD 007973100 5497 224350 SH SOLE 224350 0 0 AGL Resources, Inc. CSD 001204106 11859 242225 SH SOLE 242225 0 0 Altra Industrial Motion Corp. CSD 02208R106 25659 718750 SH SOLE 718750 0 0 Altria Group, Inc. CSD 02209S103 34481 921200 SH SOLE 921200 0 0 American Electric Power, Inc. CSD 025537101 4914 97000 SH SOLE 97000 0 0 American Express Company CSD 025816109 34734 385806 SH SOLE 385806 0 0 American Financial Group, Inc. CSD 025932104 11383 197250 SH SOLE 197250 0 0 Ameriprise Financial, Inc. CSD 03076C106 31909 289900 SH SOLE 289900 0 0 Anadarko Petroleum Corp. CSD 032511107 17910 211300 SH SOLE 211300 0 0 ANI Pharmaceuticals, Inc. CSD 00182C103 4509 143825 SH SOLE 143825 0 0 Apple, Inc. CSD 037833100 46347 86350 SH SOLE 86350 0 0 Applied Industrial Tech., Inc. CSD 03820C105 3066 63550 SH SOLE 63550 0 0 AptarGroup, Inc. CSD 038336103 10239 154900 SH SOLE 154900 0 0 Armada Hoffler Properties,Inc. CSD 04208T108 3275 326200 SH SOLE 326200 0 0 Armstrong World Indus., Inc. CSD 04247X102 10741 201700 SH SOLE 201700 0 0 ARRIS Group, Inc. CSD 04270V106 22144 785800 SH SOLE 785800 0 0 Aspen Insurance Hldgs, Ltd. CSD G05384105 5752 144875 SH SOLE 144875 0 0 AT&T, Inc. CSD 00206R102 31199 889630 SH SOLE 889630 0 0 ATMI, Inc. CSD 00207R101 6503 191200 SH SOLE 191200 0 0 Atmos Energy Corporation CSD 049560105 3621 76826 SH SOLE 76826 0 0 Automatic Data Processing, Inc CSD 053015103 1669 21600 SH SOLE 21600 0 0 Avago Technologies, Ltd. CSD Y0486S104 47019 730000 SH SOLE 730000 0 0 Avnet, Inc. CSD 053807103 11708 251625 SH SOLE 251625 0 0 Avon Products, Inc. CSD 054303102 8582 586200 SH SOLE 586200 0 0 Baxter International, Inc. CSD 071813109 23754 322830 SH SOLE 322830 0 0 Beam, Inc. CSD 073730103 4482 53800 SH SOLE 53800 0 0 Berkshire Hills Bancorp, Inc. CSD 084680107 14951 577700 SH SOLE 577700 0 0 Best Buy Co., Inc. CSD 086516101 10656 403500 SH SOLE 403500 0 0 Blackhawk Network Holdings Inc CSD 09238E104 22708 931050 SH SOLE 931050 0 0 BorgWarner, Inc. CSD 099724106 35167 572100 SH SOLE 572100 0 0 Brixmor Property Group, Inc. CSD 11120U105 32750 1535375 SH SOLE 1535375 0 0 Brown & Brown, Inc. CSD 115236101 4445 144500 SH SOLE 144500 0 0 Caterpillar, Inc. CSD 149123101 11626 117000 SH SOLE 117000 0 0 CBS Corporation CSD 124857202 38557 623900 SH SOLE 623900 0 0 CBS Outdoor America CSD 14987J106 23 800 SH SOLE 800 0 0 CDW Corporation CSD 12514G108 34581 1260225 SH SOLE 1260225 0 0 Celanese Corporation CSD 150870103 13356 240600 SH SOLE 240600 0 0 Centene Corporation CSD 15135B101 16977 272725 SH SOLE 272725 0 0 Chevron Corporation CSD 166764100 34317 288600 SH SOLE 288600 0 0 Chicago Bridge & Iron Co. CSD 167250109 41408 475137 SH SOLE 475137 0 0 Chubb Corporation CSD 171232101 2550 28556 SH SOLE 28556 0 0 Cisco Systems, Inc. CSD 17275R102 36811 1642600 SH SOLE 1642600 0 0 City National Corporation CSD 178566105 15136 192275 SH SOLE 192275 0 0 Coca-Cola Company CSD 191216100 28043 725378 SH SOLE 725378 0 0 Comcast Corporation CSD 20030N200 7704 158000 SH SOLE 158000 0 0 CommScope Holding Company Inc CSD 20337X109 6984 283000 SH SOLE 283000 0 0 ConocoPhillips CSD 20825C104 30476 433200 SH SOLE 433200 0 0 Container Store Group, Inc. CSD 210751103 336 9900 SH SOLE 9900 0 0 Covidien, PLC CSD G2554F113 11734 159300 SH SOLE 159300 0 0 CST Brands, Inc. CSD 12646R105 17072 546475 SH SOLE 546475 0 0 CVS Caremark Corporation CSD 126650100 39534 528100 SH SOLE 528100 0 0 Cytec Industries, Inc. CSD 232820100 27467 281400 SH SOLE 281400 0 0 Dana Holding Corporation CSD 235825205 3756 161400 SH SOLE 161400 0 0 Deckers Outdoor Corporation CSD 243537107 6933 86950 SH SOLE 86950 0 0 Del Frisco's Restaurant Group CSD 245077102 1116 40000 SH SOLE 40000 0 0 Delphi Automotive, PLC CSD G27823106 52985 780800 SH SOLE 780800 0 0 DENTSPLY International, Inc. CSD 249030107 3453 75000 SH SOLE 75000 0 0 Devon Energy Corporation CSD 25179M103 29081 434500 SH SOLE 434500 0 0 Discover Financial Services CSD 254709108 41553 714093 SH SOLE 714093 0 0 Dominion Resources, Inc. CSD 25746U109 2307 32500 SH SOLE 32500 0 0 Douglas Emmett, Inc. CSD 25960P109 10011 368850 SH SOLE 368850 0 0 Dover Corporation CSD 260003108 28670 350700 SH SOLE 350700 0 0 Dow Chemical Company CSD 260543103 3251 66900 SH SOLE 66900 0 0 Dr. Pepper Snapple Group, Inc. CSD 26138E109 1362 25000 SH SOLE 25000 0 0 Dril-Quip, Inc. CSD 262037104 8794 78450 SH SOLE 78450 0 0 Duke Energy Corporation CSD 26441C204 3205 45000 SH SOLE 45000 0 0 DuPont (E.I.) de Nemours & CSD 263534109 3362 50100 SH SOLE 50100 0 0 Eaton Corporation, PLC CSD G29183103 2254 30000 SH SOLE 30000 0 0 eBay, Inc. CSD 278642103 8441 152800 SH SOLE 152800 0 0 EMC Corporation CSD 268648102 33632 1227000 SH SOLE 1227000 0 0 Ensco, PLC - Class ""A"" CSD G3157S106 20526 388900 SH SOLE 388900 0 0 Entegris, Inc. CSD 29362U104 3483 287600 SH SOLE 287600 0 0 EOG Resources Inc. CSD 26875P101 7847 40000 SH SOLE 40000 0 0 EQT Corporation CSD 26884L109 8727 90000 SH SOLE 90000 0 0 Exactech, Inc. CSD 30064E109 4294 190325 SH SOLE 190325 0 0 Express Scripts Holding Co. CSD 30219G108 22935 305439 SH SOLE 305439 0 0 Express, Inc. CSD 30219E103 8850 557300 SH SOLE 557300 0 0 Extended Stay America, Inc. CSD 30224P200 9800 430400 SH SOLE 430400 0 0 ExxonMobil Corporation CSD 30231G102 38877 398000 SH SOLE 398000 0 0 Federal Realty Investment CSD 313747206 11787 102750 SH SOLE 102750 0 0 Fidelity National Financial CSD 31620R105 2686 85435 SH SOLE 85435 0 0 Financial Select Sector CSD 81369Y605 13814 618375 SH SOLE 618375 0 0 Finisar Corporation CSD 31787A507 14617 551375 SH SOLE 551375 0 0 FirstMerit Corporation CSD 337915102 17594 844650 SH SOLE 844650 0 0 Fiserv, Inc. CSD 337738108 5102 90000 SH SOLE 90000 0 0 Ford Motor Company CSD 345370860 14428 924900 SH SOLE 924900 0 0 Fox Factory Holding Corp. CSD 35138V102 6951 367775 SH SOLE 367775 0 0 Freeport-McMoRan Copper CSD 35671D857 32867 993862 SH SOLE 993862 0 0 G&K Services, Inc. CSD 361268105 17978 293900 SH SOLE 293900 0 0 Generac Holdings, Inc. CSD 368736104 32130 544850 SH SOLE 544850 0 0 General Dynamics Corp. CSD 369550108 1939 17800 SH SOLE 17800 0 0 General Electric Company CSD 369604103 24828 958996 SH SOLE 958996 0 0 Gilead Sciences, Inc. CSD 375558103 64745 913700 SH SOLE 913700 0 0 GlaxoSmithKline PLC CSD 37733W105 3601 67400 SH SOLE 67400 0 0 GNC Holdings, Inc. CSD 36191G107 12559 285300 SH SOLE 285300 0 0 Hanesbrands, Inc. CSD 410345102 7308 95550 SH SOLE 95550 0 0 Harman International Ind. CSD 413086109 46007 432400 SH SOLE 432400 0 0 Health Care Select Sector CSD 81369Y209 6615 113100 SH SOLE 113100 0 0 Health Insurance Innovations CSD 42225K106 4736 458000 SH SOLE 458000 0 0 Helix Energy Solutions Groups CSD 42330P107 11641 506575 SH SOLE 506575 0 0 Herbalife Ltd. CSD G4412G101 32781 572400 SH SOLE 572400 0 0 Hess Corporation CSD 42809H107 7617 91900 SH SOLE 91900 0 0 Hewlett-Packard Co. CSD 428236103 23490 725900 SH SOLE 725900 0 0 Home Depot, Inc. CSD 437076102 25092 317100 SH SOLE 317100 0 0 Honeywell International, Inc. CSD 438516106 36455 393000 SH SOLE 393000 0 0 Hugoton Royalty Trust CSD 444717102 71 8817 SH SOLE 8817 0 0 IAC/InterActiveCorp CSD 44919P508 4637 64950 SH SOLE 64950 0 0 IDEX Corporation CSD 45167R104 4373 60000 SH SOLE 60000 0 0 Industrial Select Sector CSD 81369Y704 10551 201625 SH SOLE 201625 0 0 Intel Corporation CSD 458140100 31036 1202475 SH SOLE 1202475 0 0 International Paper Co. CSD 460146103 25803 562400 SH SOLE 562400 0 0 Intersil Corporation CSD 46069S109 25163 1947600 SH SOLE 1947600 0 0 Int'l Business Machines Corp. CSD 459200101 44553 231454 SH SOLE 231454 0 0 Invesco, Ltd. CSD G491BT108 6852 185200 SH SOLE 185200 0 0 iShares (ETF) CSD 464288687 1561 40000 SH SOLE 40000 0 0 ITT Corporation CSD 450911201 29308 685400 SH SOLE 685400 0 0 J.B. Hunt Transport Svc, Inc. CSD 445658107 5933 82500 SH SOLE 82500 0 0 Jarden Corporation CSD 471109108 39600 661875 SH SOLE 661875 0 0 Johnson & Johnson CSD 478160104 51787 527200 SH SOLE 527200 0 0 JPMorgan Chase & Co. CSD 46625H100 47580 783718 SH SOLE 783718 0 0 Juniper Networks, Inc. CSD 48203R104 31095 1207100 SH SOLE 1207100 0 0 Kforce, Inc. CSD 493732101 9470 444175 SH SOLE 444175 0 0 Kimberly-Clark Corp. CSD 494368103 2569 23300 SH SOLE 23300 0 0 King Digital Entertainment PLC CSD G5258J109 1797 98800 SH SOLE 98800 0 0 Knowles Corporation CSD 49926D109 4142 131200 SH SOLE 131200 0 0 Korn/Ferry International CSD 500643200 4047 135950 SH SOLE 135950 0 0 Kraft Foods Group, Inc. CSD 50076Q106 4660 83066 SH SOLE 83066 0 0 L Brands, Inc. CSD 501797104 36707 646600 SH SOLE 646600 0 0 Lannett Company, Inc. CSD 516012101 7448 208500 SH SOLE 208500 0 0 Lear Corporation CSD 521865204 16702 199500 SH SOLE 199500 0 0 Live Nation Entertainment, Inc CSD 538034109 3937 181000 SH SOLE 181000 0 0 Lockheed Martin Corporation CSD 539830109 4962 30400 SH SOLE 30400 0 0 Lowe's Companies, Inc. CSD 548661107 1687 34500 SH SOLE 34500 0 0 LyondellBasell Indst NV CSD N53745100 36572 411200 SH SOLE 411200 0 0 Macy's, Inc. CSD 55616P104 13767 232200 SH SOLE 232200 0 0 Mallinckrodt PLC CSD G5785G107 925 14587 SH SOLE 14587 0 0 Marathon Oil Corporation CSD 565849106 22503 633527 SH SOLE 633527 0 0 Marathon Petroleum Corp. CSD 56585A102 21496 246963 SH SOLE 246963 0 0 Masimo Corporation CSD 574795100 3537 129525 SH SOLE 129525 0 0 Matrix Service Company CSD 576853105 13555 401278 SH SOLE 401278 0 0 McCormick & Co., Inc. CSD 579780206 1435 20000 SH SOLE 20000 0 0 McDonald's Corp. CSD 580135101 18959 193400 SH SOLE 193400 0 0 McKesson Corporation CSD 58155Q103 37062 209900 SH SOLE 209900 0 0 Mentor Graphics Corporation CSD 587200106 38139 1732000 SH SOLE 1732000 0 0 Merck & Company, Inc. CSD 58933Y105 39350 693154 SH SOLE 693154 0 0 Methanex Corp. CSD 59151K108 6074 95000 SH SOLE 95000 0 0 Methode Electronics, Inc. CSD 591520200 36071 1176475 SH SOLE 1176475 0 0 MetLife, Inc. CSD 59156R108 12598 238600 SH SOLE 238600 0 0 Microchip Technology, Inc. CSD 595017104 15916 333250 SH SOLE 333250 0 0 Microsemi Corporation CSD 595137100 4342 173475 SH SOLE 173475 0 0 Microsoft Corporation CSD 594918104 64655 1577345 SH SOLE 1577345 0 0 Montpelier Re Holdings, Ltd. CSD G62185106 7534 253175 SH SOLE 253175 0 0 Morgan Stanley CSD 617446448 4757 152600 SH SOLE 152600 0 0 NASDAQ OMX Group, Inc. CSD 631103108 4433 120000 SH SOLE 120000 0 0 National Oilwell Varco, Inc. CSD 637071101 30763 395050 SH SOLE 395050 0 0 Navigator Holdings Ltd. CSD Y62132108 130 5000 SH SOLE 5000 0 0 NCI Building Systems, Inc. CSD 628852204 8054 461275 SH SOLE 461275 0 0 NeuStar, Inc. - Class ""A"" CSD 64126X201 19502 599875 SH SOLE 599875 0 0 Newell Rubbermaid, Inc. CSD 651229106 23107 772800 SH SOLE 772800 0 0 NextEra Energy, Inc. CSD 65339F101 4312 45100 SH SOLE 45100 0 0 NiSource, Inc. CSD 65473P105 16980 477900 SH SOLE 477900 0 0 Noble Corporation PLC CSD G65431101 19470 594675 SH SOLE 594675 0 0 Nordstrom, Inc. CSD 655664100 3123 50000 SH SOLE 50000 0 0 Novartis AG - ADR CSD 66987V109 1403 16500 SH SOLE 16500 0 0 NTELOS Holdings Corporation CSD 67020Q305 10313 763950 SH SOLE 763950 0 0 Nu Skin Enterprises, Inc. CSD 67018T105 65756 793675 SH SOLE 793675 0 0 Occidental Petroleum Corp. CSD 674599105 21202 222500 SH SOLE 222500 0 0 OceanFirst Financial Corp. CSD 675234108 3778 213575 SH SOLE 213575 0 0 Omnicare, Inc. CSD 681904108 33124 555125 SH SOLE 555125 0 0 ON Semiconductor Corporation CSD 682189105 8358 889150 SH SOLE 889150 0 0 Oracle Corporation CSD 68389X105 23912 584500 SH SOLE 584500 0 0 Orbotech, Ltd. CSD M75253100 3430 222875 SH SOLE 222875 0 0 Orient-Express Hotels, Ltd. CSD G67743107 20078 1393350 SH SOLE 1393350 0 0 Oritani Financial Corp. CSD 68633D103 7824 494875 SH SOLE 494875 0 0 OSI Systems, Inc. CSD 671044105 4220 70500 SH SOLE 70500 0 0 Penske Auto Group, Inc. CSD 70959W103 14050 328575 SH SOLE 328575 0 0 Pentair, Ltd. CSD H6169Q108 22149 279168 SH SOLE 279168 0 0 PepsiCo, Inc. CSD 713448108 19305 231200 SH SOLE 231200 0 0 PerkinElmer, Inc. CSD 714046109 5488 121800 SH SOLE 121800 0 0 Perrigo Company PLC CSD G97822103 3093 20000 SH SOLE 20000 0 0 Pfizer, Inc. CSD 717081103 52206 1625352 SH SOLE 1625352 0 0 Philip Morris Int'l, Inc. CSD 718172109 41091 501900 SH SOLE 501900 0 0 Phillips 66 CSD 718546104 13543 175750 SH SOLE 175750 0 0 Pier 1 Imports, Inc. CSD 720279108 26123 1383650 SH SOLE 1383650 0 0 Pinnacle Foods, Inc. CSD 72348P104 6790 227400 SH SOLE 227400 0 0 PNC Financial Srvs Group, Inc CSD 693475105 26561 305300 SH SOLE 305300 0 0 Portland General Elec Co. CSD 736508847 11173 345475 SH SOLE 345475 0 0 PPL Corporation CSD 69351T106 3645 110000 SH SOLE 110000 0 0 Praxair, Inc. CSD 74005P104 13241 101100 SH SOLE 101100 0 0 Precision Castparts Corp. CSD 740189105 3735 14775 SH SOLE 14775 0 0 Prestige Brands Hlds, Inc. CSD 74112D101 12513 459200 SH SOLE 459200 0 0 Procter & Gamble Co. CSD 742718109 20914 259475 SH SOLE 259475 0 0 Progress Software Corp. CSD 743312100 2128 97600 SH SOLE 97600 0 0 Prosperity Bancshares, Inc. CSD 743606105 4756 71900 SH SOLE 71900 0 0 Protective Life Corp. CSD 743674103 29297 557075 SH SOLE 557075 0 0 PTC, Inc. CSD 69370C100 8099 228600 SH SOLE 228600 0 0 QUALCOMM, Inc. CSD 747525103 39224 497388 SH SOLE 497388 0 0 Ralph Lauren Corporation CSD 751212101 4023 25000 SH SOLE 25000 0 0 Realogy Holdings Corp. CSD 75605Y106 6518 150000 SH SOLE 150000 0 0 Regal Entertainment Group CSD 758766109 9212 493125 SH SOLE 493125 0 0 Rock-Tenn Company CSD 772739207 33423 316600 SH SOLE 316600 0 0 Roper Industries, Inc. CSD 776696106 5340 40000 SH SOLE 40000 0 0 Royal Dutch Shell PLC (ADR) CSD 780259206 2959 40500 SH SOLE 40500 0 0 RPM International, Inc. CSD 749685103 8638 206450 SH SOLE 206450 0 0 RSP Permian, Inc. CSD 74978Q105 12083 418225 SH SOLE 418225 0 0 Ruth's Hospitality Group, Inc. CSD 783332109 6460 534325 SH SOLE 534325 0 0 Ryder System, Inc. CSD 783549108 42002 525550 SH SOLE 525550 0 0 Salix Pharmaceuticals, Ltd. CSD 795435106 39229 378625 SH SOLE 378625 0 0 SCANA Corporation CSD 80589M102 12494 243450 SH SOLE 243450 0 0 Schlumberger, Ltd. CSD 806857108 7235 74200 SH SOLE 74200 0 0 Seadrill, Ltd. CSD G7945E105 1617 46000 SH SOLE 46000 0 0 Select Income REIT CSD 81618T100 3157 104300 SH SOLE 104300 0 0 Sensient Technologies Corp. CSD 81725T100 4070 72150 SH SOLE 72150 0 0 Sigma-Aldrich Corp. CSD 826552101 5136 55000 SH SOLE 55000 0 0 Snap-on, Inc. CSD 833034101 36711 323500 SH SOLE 323500 0 0 SPDR S&P Regional Banking CSD 78464A698 16048 387825 SH SOLE 387825 0 0 SPDR Trust Series ""1"" CSD 78462F103 21435 114600 SH SOLE 114600 0 0 Starz-Liberty Capital CSD 85571Q102 4459 138150 SH SOLE 138150 0 0 Steiner Leisure, Ltd. CSD P8744Y102 6521 141000 SH SOLE 141000 0 0 Sterling Bancorp CSD 85917A100 16380 1293825 SH SOLE 1293825 0 0 Stone Energy Corporation CSD 861642106 12950 308550 SH SOLE 308550 0 0 Strategic Hotels & Resorts Inc CSD 86272T106 4049 397325 SH SOLE 397325 0 0 Suncor Energy, Inc. CSD 867224107 18840 538907 SH SOLE 538907 0 0 Sunstone Hotel Investors, Inc. CSD 867892101 7497 546017 SH SOLE 546017 0 0 Surgical Care Affiliates, Inc. CSD 86881L106 154 5000 SH SOLE 5000 0 0 Symantec Corporation CSD 871503108 20337 1018360 SH SOLE 1018360 0 0 Take-Two Interactive Software CSD 874054109 23979 1093425 SH SOLE 1093425 0 0 TAL International Group, Inc. CSD 874083108 19909 464400 SH SOLE 464400 0 0 Talisman Energy, Inc. CSD 87425E103 2246 225000 SH SOLE 225000 0 0 TCF Financial Corp. CSD 872275102 5545 332850 SH SOLE 332850 0 0 TE Connectivity, Ltd. CSD H84989104 32652 542300 SH SOLE 542300 0 0 Technology Select Sector CSD 81369Y803 13394 368475 SH SOLE 368475 0 0 Textainer Group Hldgs., Ltd. CSD G8766E109 8710 227600 SH SOLE 227600 0 0 Textron, Inc. CSD 883203101 22666 576900 SH SOLE 576900 0 0 Thermo Fisher Scientific, Inc. CSD 883556102 67520 561543 SH SOLE 561543 0 0 Time Warner, Inc. CSD 887317303 5202 79633 SH SOLE 79633 0 0 Tootsie Roll Industries, Inc. CSD 890516107 2140 71489 SH SOLE 71489 0 0 Travelers Companies, Inc. CSD 89417E109 3642 42800 SH SOLE 42800 0 0 TriQuint Semiconductor, Inc. CSD 89674K103 7722 576675 SH SOLE 576675 0 0 TRW Automotive Holdings Corp. CSD 87264S106 27441 336200 SH SOLE 336200 0 0 Tupperware Brands Corp. CSD 899896104 32572 388875 SH SOLE 388875 0 0 Tyco International Ltd. CSD H89128104 27536 649425 SH SOLE 649425 0 0 U.S. Bancorp CSD 902973304 27310 637200 SH SOLE 637200 0 0 United Fire Group, Inc. CSD 910340108 2999 98825 SH SOLE 98825 0 0 United Parcel Service, Inc. CSD 911312106 3087 31700 SH SOLE 31700 0 0 United Rentals, Inc. CSD 911363109 27122 285675 SH SOLE 285675 0 0 United Technologies Corp. CSD 913017109 33229 284400 SH SOLE 284400 0 0 Urstadt Biddle Properties, Inc CSD 917286205 14671 710100 SH SOLE 710100 0 0 Vectren Corporation CSD 92240G101 4191 106400 SH SOLE 106400 0 0 Verint Systems, Inc. CSD 92343X100 4096 87275 SH SOLE 87275 0 0 Verizon Communications, Inc. CSD 92343V104 38946 818700 SH SOLE 818700 0 0 Vince Holding Corp. CSD 92719W108 395 15000 SH SOLE 15000 0 0 Visteon Corp. CSD 92839U206 9613 108700 SH SOLE 108700 0 0 Waddell & Reed Fin'l, Inc. CSD 930059100 18784 255150 SH SOLE 255150 0 0 Wal-Mart Stores, Inc. CSD 931142103 20739 271350 SH SOLE 271350 0 0 Walt Disney Company CSD 254687106 20450 255400 SH SOLE 255400 0 0 Weatherford Intl., Ltd. CSD H27013103 2170 125000 SH SOLE 125000 0 0 Wells Fargo & Company CSD 949746101 27885 560617 SH SOLE 560617 0 0 Western Refining, Inc. CSD 959319104 11034 285850 SH SOLE 285850 0 0 Westfield Financial, Inc. CSD 96008P104 972 130500 SH SOLE 130500 0 0 Westlake Chemical Corp. CSD 960413102 22814 344730 SH SOLE 344730 0 0 Whiting Petroleum Corp. CSD 966387102 8918 128525 SH SOLE 128525 0 0 William Lyon Homes CSD 552074700 8276 299750 SH SOLE 299750 0 0 Wisconsin Energy Corp. CSD 976657106 16011 343950 SH SOLE 343950 0 0 Wyndham Worldwide Corporation CSD 98310W108 20231 276260 SH SOLE 276260 0 0 Yahoo! Inc. CSD 984332106 11495 320200 SH SOLE 320200 0 0 Zoetis, Inc. CSD 98978V103 5857 202401 SH SOLE 202401 0 0