The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
AAR Corp | COM | 000361105 | 15,058 | 537,600 | SH | SOLE | 537,600 | 0 | 0 | ||
ACE Ltd | COM | H0023R105 | 22,289 | 215,290 | SH | SOLE | 128,890 | 0 | 86,400 | ||
Actavis | COM | G0083B108 | 14,326 | 85,271 | SH | SOLE | 20,271 | 0 | 65,000 | ||
Activision Blizzard | COM | 00507V109 | 417 | 23,400 | SH | SOLE | 0 | 0 | 23,400 | ||
Addus HomeCare | COM | 006739106 | 267 | 11,900 | SH | SOLE | 11,900 | 0 | 0 | ||
ADM | COM | 039483102 | 88,072 | 2,029,300 | SH | SOLE | 1,236,200 | 0 | 793,100 | ||
ADTRAN | COM | 00738A106 | 459 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
Advance Auto Parts | COM | 00751Y106 | 830 | 7,500 | SH | SOLE | 0 | 0 | 7,500 | ||
AECOM Technology | COM | 00766T100 | 55,355 | 1,880,900 | SH | SOLE | 1,248,000 | 0 | 632,900 | ||
AerCap Hldgs NV | COM | N00985106 | 9,768 | 254,700 | SH | SOLE | 254,700 | 0 | 0 | ||
AES Corp | COM | 00130H105 | 242,263 | 16,696,280 | SH | SOLE | 9,365,680 | 0 | 7,330,600 | ||
Aetna | COM | 00817Y108 | 14,143 | 206,200 | SH | SOLE | 51,800 | 0 | 154,400 | ||
Aflac Inc | COM | 001055102 | 808 | 12,100 | SH | SOLE | 12,100 | 0 | 0 | ||
AGL Resources | COM | 001204106 | 1,700 | 36,000 | SH | SOLE | 0 | 0 | 36,000 | ||
Alcoa Inc | COM | 013817101 | 31,987 | 3,009,140 | SH | SOLE | 2,014,440 | 0 | 994,700 | ||
Alexion Pharmaceuticals | COM | 015351109 | 7,402 | 55,700 | SH | SOLE | 55,700 | 0 | 0 | ||
Align Technology | COM | 016255101 | 23,205 | 406,100 | SH | SOLE | 205,700 | 0 | 200,400 | ||
Alleghany | COM | 017175100 | 1,440 | 3,600 | SH | SOLE | 0 | 0 | 3,600 | ||
Allegion plc | COM | G0176J109 | 277 | 6,266 | SH | SOLE | 6,266 | 0 | 0 | ||
Alliant Corp | COM | 018802108 | 325 | 6,300 | SH | SOLE | 0 | 0 | 6,300 | ||
Alliant Techsystems | COM | 018804104 | 227,230 | 1,867,440 | SH | SOLE | 1,078,440 | 0 | 789,000 | ||
Allied World Assrnc | COM | H01531104 | 184,002 | 1,631,080 | SH | SOLE | 931,880 | 0 | 699,200 | ||
Allstate Corp | COM | 020002101 | 280,662 | 5,145,990 | SH | SOLE | 2,837,890 | 0 | 2,308,100 | ||
Altria Group | COM | 02209S103 | 38,256 | 996,500 | SH | SOLE | 619,500 | 0 | 377,000 | ||
Amdocs Ltd | COM | G02602103 | 240,711 | 5,836,840 | SH | SOLE | 3,260,540 | 0 | 2,576,300 | ||
American Elec Pwr | COM | 025537101 | 207,718 | 4,444,120 | SH | SOLE | 2,319,520 | 0 | 2,124,600 | ||
American Finl Group | COM | 025932104 | 155,660 | 2,696,820 | SH | SOLE | 1,454,620 | 0 | 1,242,200 | ||
American Intl Group | COM | 026874784 | 370,328 | 7,254,220 | SH | SOLE | 4,000,520 | 0 | 3,253,700 | ||
Ameriprise Financial | COM | 03076C106 | 29,165 | 253,500 | SH | SOLE | 161,300 | 0 | 92,200 | ||
AmerisourceBergen | COM | 03073E105 | 249,041 | 3,542,040 | SH | SOLE | 1,921,340 | 0 | 1,620,700 | ||
Amgen Inc | COM | 031162100 | 229,621 | 2,012,810 | SH | SOLE | 1,156,910 | 0 | 855,900 | ||
Andersons | COM | 034164103 | 7,990 | 89,600 | SH | SOLE | 89,600 | 0 | 0 | ||
ANN INC | COM | 035623107 | 3,762 | 102,900 | SH | SOLE | 102,900 | 0 | 0 | ||
AOL | COM | 00184X105 | 4,476 | 96,000 | SH | SOLE | 96,000 | 0 | 0 | ||
Apartment Invt & Mgmt | COM | 03748R101 | 9,050 | 349,300 | SH | SOLE | 330,300 | 0 | 19,000 | ||
Apple | COM | 037833100 | 262,759 | 468,360 | SH | SOLE | 283,560 | 0 | 184,800 | ||
AptarGroup | COM | 038336103 | 536 | 7,900 | SH | SOLE | 0 | 0 | 7,900 | ||
Arctic Cat | COM | 039670104 | 3,037 | 53,300 | SH | SOLE | 53,300 | 0 | 0 | ||
Arrow Electronics | COM | 042735100 | 132,660 | 2,445,340 | SH | SOLE | 1,441,240 | 0 | 1,004,100 | ||
Ascena Retail Group | COM | 04351G101 | 1,251 | 59,100 | SH | SOLE | 18,300 | 0 | 40,800 | ||
Ashford Hospitality | COM | 044103109 | 5,437 | 656,700 | SH | SOLE | 656,700 | 0 | 0 | ||
Ashford Hospitality Pr | COM | 044102101 | 2,458 | 135,040 | SH | SOLE | 135,040 | 0 | 0 | ||
Aspen Ins Hldgs Ltd | COM | G05384105 | 15,243 | 369,000 | SH | SOLE | 369,000 | 0 | 0 | ||
Aspen Technology | COM | 045327103 | 1,814 | 43,400 | SH | SOLE | 0 | 0 | 43,400 | ||
Assurant | COM | 04621X108 | 273,419 | 4,119,610 | SH | SOLE | 2,356,410 | 0 | 1,763,200 | ||
AT&T | COM | 00206R102 | 93,275 | 2,652,860 | SH | SOLE | 1,351,960 | 0 | 1,300,900 | ||
Atmos Energy | COM | 049560105 | 18,972 | 417,700 | SH | SOLE | 417,700 | 0 | 0 | ||
Avnet | COM | 053807103 | 133,886 | 3,035,280 | SH | SOLE | 1,683,080 | 0 | 1,352,200 | ||
AXIS Capital Hldgs | COM | G0692U109 | 216,421 | 4,549,530 | SH | SOLE | 2,544,530 | 0 | 2,005,000 | ||
Baker Hughes | COM | 057224107 | 135,612 | 2,454,070 | SH | SOLE | 1,431,570 | 0 | 1,022,500 | ||
Banco Macro S.A. | COM | 05961W105 | 619 | 25,500 | SH | SOLE | 25,500 | 0 | 0 | ||
Bank of America | COM | 060505104 | 71,960 | 4,621,700 | SH | SOLE | 2,522,300 | 0 | 2,099,400 | ||
Banner Corp | COM | 06652V208 | 16,422 | 366,400 | SH | SOLE | 366,400 | 0 | 0 | ||
BCE | COM | 05534B760 | 11,662 | 269,400 | SH | SOLE | 29,300 | 0 | 240,100 | ||
Becton Dickinson | COM | 075887109 | 320 | 2,900 | SH | SOLE | 0 | 0 | 2,900 | ||
Bed Bath & Beyond | COM | 075896100 | 57,423 | 715,100 | SH | SOLE | 442,900 | 0 | 272,200 | ||
Benchmark Elec | COM | 08160H101 | 1,969 | 85,300 | SH | SOLE | 85,300 | 0 | 0 | ||
Best Buy | COM | 086516101 | 229,064 | 5,743,840 | SH | SOLE | 3,260,140 | 0 | 2,483,700 | ||
Bill Barrett Corp | COM | 06846N104 | 1,770 | 66,100 | SH | SOLE | 66,100 | 0 | 0 | ||
Biogen Idec | COM | 09062X103 | 224,138 | 801,720 | SH | SOLE | 455,520 | 0 | 346,200 | ||
Blue Nile | COM | 09578R103 | 4,879 | 103,600 | SH | SOLE | 103,600 | 0 | 0 | ||
Boeing Co | COM | 097023105 | 3,972 | 29,100 | SH | SOLE | 29,100 | 0 | 0 | ||
Brandywine Realty Tr | COM | 105368203 | 7,828 | 555,600 | SH | SOLE | 555,600 | 0 | 0 | ||
Brink's Co | COM | 109696104 | 8,101 | 237,300 | SH | SOLE | 237,300 | 0 | 0 | ||
Broadridge Financial | COM | 11133T103 | 9,350 | 236,600 | SH | SOLE | 20,500 | 0 | 216,100 | ||
Brocade Comm Sys | COM | 111621306 | 1,477 | 166,600 | SH | SOLE | 166,600 | 0 | 0 | ||
CA | COM | 12673P105 | 143,493 | 4,264,270 | SH | SOLE | 2,492,370 | 0 | 1,771,900 | ||
Cal-Maine Foods | COM | 128030202 | 747 | 12,400 | SH | SOLE | 12,400 | 0 | 0 | ||
Canadian Natural Res | COM | 136385101 | 2,010 | 59,400 | SH | SOLE | 59,400 | 0 | 0 | ||
Capital One Finl | COM | 14040H105 | 269,484 | 3,517,610 | SH | SOLE | 1,919,310 | 0 | 1,598,300 | ||
Cardinal Health | COM | 14149Y108 | 287,417 | 4,302,000 | SH | SOLE | 2,334,100 | 0 | 1,967,900 | ||
CareFusion Corp | COM | 14170T101 | 1,816 | 45,600 | SH | SOLE | 0 | 0 | 45,600 | ||
Cato Corp (A) | COM | 149205106 | 6,309 | 198,400 | SH | SOLE | 198,400 | 0 | 0 | ||
CBL & Associates Pptys | COM | 124830100 | 13,705 | 763,100 | SH | SOLE | 734,200 | 0 | 28,900 | ||
CBOE Holdings | COM | 12503M108 | 142,439 | 2,741,320 | SH | SOLE | 1,414,020 | 0 | 1,327,300 | ||
CBRE Group | COM | 12504L109 | 57,266 | 2,177,400 | SH | SOLE | 1,598,200 | 0 | 579,200 | ||
CEC Entertainment | COM | 125137109 | 2,710 | 61,200 | SH | SOLE | 61,200 | 0 | 0 | ||
Cedar Shopping Cntrs | COM | 150602209 | 5,747 | 918,100 | SH | SOLE | 918,100 | 0 | 0 | ||
Celestica | COM | 15101Q108 | 11,209 | 1,077,800 | SH | SOLE | 1,077,800 | 0 | 0 | ||
Celgene Corp | COM | 151020104 | 245,984 | 1,455,800 | SH | SOLE | 831,700 | 0 | 624,100 | ||
Centene Corp | COM | 15135B101 | 11,478 | 194,700 | SH | SOLE | 21,600 | 0 | 173,100 | ||
Centrais Eletricas | COM | 15234Q207 | 737 | 284,600 | SH | SOLE | 284,600 | 0 | 0 | ||
Centrais Eletricas Pref | COM | 15234Q108 | 86 | 19,600 | SH | SOLE | 19,600 | 0 | 0 | ||
Central Pacific Finl | COM | 154760409 | 4,576 | 227,900 | SH | SOLE | 227,900 | 0 | 0 | ||
CF Industries | COM | 125269100 | 103,696 | 444,970 | SH | SOLE | 252,970 | 0 | 192,000 | ||
Check Point Software | COM | M22465104 | 381 | 5,900 | SH | SOLE | 1,600 | 0 | 4,300 | ||
Chesapeake Energy | COM | 165167107 | 40,202 | 1,481,280 | SH | SOLE | 1,026,980 | 0 | 454,300 | ||
Chevron | COM | 166764100 | 481,597 | 3,855,554 | SH | SOLE | 2,051,454 | 0 | 1,804,100 | ||
Chicago Bridge&Iron Co | COM | 167250109 | 1,879 | 22,600 | SH | SOLE | 22,600 | 0 | 0 | ||
Children's Pl Rtl Strs | COM | 168905107 | 1,504 | 26,400 | SH | SOLE | 26,400 | 0 | 0 | ||
China Petro & Chem | COM | 16941R108 | 3,195 | 38,880 | SH | SOLE | 38,880 | 0 | 0 | ||
China Yuchai Intl Ltd | COM | G21082105 | 1,161 | 55,629 | SH | SOLE | 55,629 | 0 | 0 | ||
Chubb Corp | COM | 171232101 | 259,224 | 2,682,640 | SH | SOLE | 1,462,540 | 0 | 1,220,100 | ||
Church & Dwight | COM | 171340102 | 325 | 4,900 | SH | SOLE | 0 | 0 | 4,900 | ||
Cigna Corp | COM | 125509109 | 295,276 | 3,375,360 | SH | SOLE | 1,828,860 | 0 | 1,546,500 | ||
Cirrus Logic | COM | 172755100 | 4,735 | 231,800 | SH | SOLE | 231,800 | 0 | 0 | ||
Citigroup | COM | 172967424 | 490 | 9,400 | SH | SOLE | 0 | 0 | 9,400 | ||
Cleco Corp | COM | 12561W105 | 1,152 | 24,700 | SH | SOLE | 0 | 0 | 24,700 | ||
Cliffs Natural Res | COM | 18683K101 | 112,956 | 4,309,660 | SH | SOLE | 2,475,360 | 0 | 1,834,300 | ||
Clorox Co | COM | 189054109 | 1,762 | 19,000 | SH | SOLE | 0 | 0 | 19,000 | ||
CMS Energy | COM | 125896100 | 10,662 | 398,300 | SH | SOLE | 398,300 | 0 | 0 | ||
CNA Financial Corp | COM | 126117100 | 8,484 | 197,800 | SH | SOLE | 133,900 | 0 | 63,900 | ||
CNO Financial Grp | COM | 12621E103 | 1,589 | 89,800 | SH | SOLE | 89,800 | 0 | 0 | ||
CNOOC Ltd | COM | 126132109 | 3,397 | 18,100 | SH | SOLE | 18,100 | 0 | 0 | ||
Coca-Cola Enterprises | COM | 19122T109 | 65,586 | 1,486,200 | SH | SOLE | 843,500 | 0 | 642,700 | ||
Coleman Cable | COM | 193459302 | 7,043 | 268,600 | SH | SOLE | 268,600 | 0 | 0 | ||
Columbia Banking Sys | COM | 197236102 | 3,763 | 136,900 | SH | SOLE | 136,900 | 0 | 0 | ||
Comerica Inc | COM | 200340107 | 136,066 | 2,862,140 | SH | SOLE | 1,553,940 | 0 | 1,308,200 | ||
Comfort Systems USA | COM | 199908104 | 15,056 | 776,500 | SH | SOLE | 776,500 | 0 | 0 | ||
Commerce Bancshares | COM | 200525103 | 1,076 | 23,950 | SH | SOLE | 3,535 | 0 | 20,415 | ||
Community Bank | COM | 203607106 | 4,615 | 116,300 | SH | SOLE | 116,300 | 0 | 0 | ||
Computer Sciences | COM | 205363104 | 14,937 | 267,300 | SH | SOLE | 182,100 | 0 | 85,200 | ||
ConocoPhillips | COM | 20825C104 | 306,927 | 4,344,335 | SH | SOLE | 2,325,535 | 0 | 2,018,800 | ||
Consolidated Graphics | COM | 209341106 | 12,025 | 178,300 | SH | SOLE | 178,300 | 0 | 0 | ||
Constant Contact | COM | 210313102 | 280 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
Cooper Companies | COM | 216648402 | 297 | 2,400 | SH | SOLE | 0 | 0 | 2,400 | ||
Core-Mark Holding | COM | 218681104 | 2,156 | 28,400 | SH | SOLE | 28,400 | 0 | 0 | ||
Core Laboratories N.V. | COM | N22717107 | 14,302 | 74,900 | SH | SOLE | 39,400 | 0 | 35,500 | ||
CoreSite Realty | COM | 21870Q105 | 2,205 | 68,500 | SH | SOLE | 68,500 | 0 | 0 | ||
Corning Inc | COM | 219350105 | 4,147 | 232,700 | SH | SOLE | 232,700 | 0 | 0 | ||
CSX | COM | 126408103 | 3,156 | 109,700 | SH | SOLE | 109,700 | 0 | 0 | ||
CubeSmart | COM | 229663109 | 13,662 | 857,100 | SH | SOLE | 857,100 | 0 | 0 | ||
Cubist Pharmaceuticals | COM | 229678107 | 47,720 | 692,900 | SH | SOLE | 386,500 | 0 | 306,400 | ||
Cullen/Frost Bankers | COM | 229899109 | 11,715 | 157,400 | SH | SOLE | 17,100 | 0 | 140,300 | ||
CVS Caremark Corp | COM | 126650100 | 3,679 | 51,400 | SH | SOLE | 51,400 | 0 | 0 | ||
Dawson Geophysical | COM | 239359102 | 2,394 | 70,800 | SH | SOLE | 70,800 | 0 | 0 | ||
Delphi Automotive | COM | G27823106 | 63,159 | 1,050,380 | SH | SOLE | 719,080 | 0 | 331,300 | ||
Delta Air Lines | COM | 247361702 | 108,396 | 3,945,980 | SH | SOLE | 2,347,680 | 0 | 1,598,300 | ||
Diamond Offshore | COM | 25271C102 | 146,223 | 2,568,920 | SH | SOLE | 1,475,320 | 0 | 1,093,600 | ||
DiamondRock Hosp | COM | 252784301 | 5,620 | 486,600 | SH | SOLE | 486,600 | 0 | 0 | ||
DIRECTV | COM | 25490A309 | 1,354 | 19,600 | SH | SOLE | 19,600 | 0 | 0 | ||
Discover Finl Svcs | COM | 254709108 | 283,304 | 5,063,520 | SH | SOLE | 2,825,520 | 0 | 2,238,000 | ||
Dolby Laboratories | COM | 25659T107 | 12,482 | 323,700 | SH | SOLE | 33,700 | 0 | 290,000 | ||
Domtar Corp | COM | 257559203 | 24,227 | 256,800 | SH | SOLE | 252,600 | 0 | 4,200 | ||
Dover Corp | COM | 260003108 | 1,274 | 13,200 | SH | SOLE | 13,200 | 0 | 0 | ||
Dr Pepper Snapple Grp | COM | 26138E109 | 4,287 | 88,000 | SH | SOLE | 26,800 | 0 | 61,200 | ||
DSW | COM | 23334L102 | 8,315 | 194,600 | SH | SOLE | 19,000 | 0 | 175,600 | ||
DuPont Fabros Tech | COM | 26613Q106 | 14,208 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
Dycom Industries | COM | 267475101 | 15,715 | 565,500 | SH | SOLE | 565,500 | 0 | 0 | ||
East West Bancorp | COM | 27579R104 | 1,843 | 52,700 | SH | SOLE | 0 | 0 | 52,700 | ||
Edison Intl | COM | 281020107 | 258,640 | 5,586,180 | SH | SOLE | 3,001,880 | 0 | 2,584,300 | ||
El Paso Electric | COM | 283677854 | 15,936 | 453,900 | SH | SOLE | 453,900 | 0 | 0 | ||
Endo Health Solutions | COM | 29264F205 | 1,862 | 27,600 | SH | SOLE | 0 | 0 | 27,600 | ||
Entergy Corp | COM | 29364G103 | 169,784 | 2,683,490 | SH | SOLE | 1,445,090 | 0 | 1,238,400 | ||
Equity LifeStyle Prp | COM | 29472R108 | 15,336 | 423,300 | SH | SOLE | 352,400 | 0 | 70,900 | ||
Erie Indemnity (A) | COM | 29530P102 | 709 | 9,700 | SH | SOLE | 0 | 0 | 9,700 | ||
Everest Re Group Ltd | COM | G3223R108 | 241,560 | 1,549,750 | SH | SOLE | 867,850 | 0 | 681,900 | ||
Exelis | COM | 30162A108 | 223,753 | 11,739,380 | SH | SOLE | 6,860,680 | 0 | 4,878,700 | ||
Exelon Corp | COM | 30161N101 | 27,269 | 995,600 | SH | SOLE | 439,900 | 0 | 555,700 | ||
Express Scripts | COM | 30219G108 | 21,627 | 307,900 | SH | SOLE | 129,400 | 0 | 178,500 | ||
ExxonMobil | COM | 30231G102 | 673,677 | 6,656,890 | SH | SOLE | 3,484,790 | 0 | 3,172,100 | ||
COM | 30303M102 | 6,252 | 114,400 | SH | SOLE | 114,400 | 0 | 0 | |||
FactSet Research Sys | COM | 303075105 | 11,184 | 103,000 | SH | SOLE | 11,300 | 0 | 91,700 | ||
FBL Finl Group (A) | COM | 30239F106 | 5,299 | 118,300 | SH | SOLE | 118,300 | 0 | 0 | ||
Ferro Corp | COM | 315405100 | 14,530 | 1,132,500 | SH | SOLE | 1,132,500 | 0 | 0 | ||
Fifth Third Bancorp | COM | 316773100 | 278,818 | 13,258,090 | SH | SOLE | 7,396,690 | 0 | 5,861,400 | ||
First Interstate Banc | COM | 32055Y201 | 16,869 | 594,600 | SH | SOLE | 594,600 | 0 | 0 | ||
First Midwest Bancorp | COM | 320867104 | 2,745 | 156,600 | SH | SOLE | 156,600 | 0 | 0 | ||
First Niagara Finl | COM | 33582V108 | 35,693 | 3,360,902 | SH | SOLE | 1,346,230 | 0 | 2,014,672 | ||
FirstEnergy | COM | 337932107 | 7,110 | 215,600 | SH | SOLE | 16,700 | 0 | 198,900 | ||
FirstMerit | COM | 337915102 | 1,750 | 78,700 | SH | SOLE | 0 | 0 | 78,700 | ||
Flextronics Intl | COM | Y2573F102 | 55,520 | 7,145,420 | SH | SOLE | 3,781,520 | 0 | 3,363,900 | ||
FLIR Systems | COM | 302445101 | 358 | 11,900 | SH | SOLE | 0 | 0 | 11,900 | ||
Fluor Corp | COM | 343412102 | 39,567 | 492,800 | SH | SOLE | 315,300 | 0 | 177,500 | ||
Foot Locker | COM | 344849104 | 44,013 | 1,062,100 | SH | SOLE | 415,000 | 0 | 647,100 | ||
Ford Motor Co | COM | 345370860 | 158,515 | 10,273,190 | SH | SOLE | 5,916,290 | 0 | 4,356,900 | ||
Forest Laboratories (A) | COM | 345838106 | 12,738 | 212,200 | SH | SOLE | 23,300 | 0 | 188,900 | ||
Freeport-McMoRan | COM | 35671D857 | 11,839 | 313,700 | SH | SOLE | 278,800 | 0 | 34,900 | ||
Frontier Commun | COM | 35906A108 | 51,255 | 11,022,480 | SH | SOLE | 6,599,180 | 0 | 4,423,300 | ||
FTD | COM | 30281V108 | 3,559 | 109,240 | SH | SOLE | 109,240 | 0 | 0 | ||
GameStop Corp | COM | 36467W109 | 218,503 | 4,435,700 | SH | SOLE | 2,555,600 | 0 | 1,880,100 | ||
Gap Inc | COM | 364760108 | 42,324 | 1,083,000 | SH | SOLE | 632,400 | 0 | 450,600 | ||
General Dynamics | COM | 369550108 | 4,749 | 49,700 | SH | SOLE | 35,800 | 0 | 13,900 | ||
General Electric | COM | 369604103 | 2,200 | 78,500 | SH | SOLE | 0 | 0 | 78,500 | ||
General Mills | COM | 370334104 | 5,285 | 105,900 | SH | SOLE | 73,800 | 0 | 32,100 | ||
Genworth Financial | COM | 37247D106 | 3,454 | 222,400 | SH | SOLE | 222,400 | 0 | 0 | ||
Gildan Activewear | COM | 375916103 | 6,488 | 121,700 | SH | SOLE | 13,200 | 0 | 108,500 | ||
Gilead Sciences Inc | COM | 375558103 | 38,098 | 507,300 | SH | SOLE | 392,600 | 0 | 114,700 | ||
Glatfelter (P H) | COM | 377316104 | 940 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
Global Cash Access | COM | 378967103 | 3,142 | 314,500 | SH | SOLE | 314,500 | 0 | 0 | ||
Global Payments | COM | 37940X102 | 695 | 10,700 | SH | SOLE | 0 | 0 | 10,700 | ||
Goldman Sachs Group | COM | 38141G104 | 1,507 | 8,500 | SH | SOLE | 6,100 | 0 | 2,400 | ||
Goodyear Tire | COM | 382550101 | 178,493 | 7,484,000 | SH | SOLE | 4,370,300 | 0 | 3,113,700 | ||
COM | 38259P508 | 3,261 | 2,910 | SH | SOLE | 2,910 | 0 | 0 | |||
Graham Holdings | COM | 384637104 | 12,072 | 18,200 | SH | SOLE | 2,100 | 0 | 16,100 | ||
Gran Tierra Energy | COM | 38500T101 | 13,975 | 1,911,700 | SH | SOLE | 1,911,700 | 0 | 0 | ||
Great Plains Energy | COM | 391164100 | 9,342 | 385,400 | SH | SOLE | 372,200 | 0 | 13,200 | ||
Green Mtn Coffee | COM | 393122106 | 18,747 | 248,170 | SH | SOLE | 153,670 | 0 | 94,500 | ||
Green Plns Renew Enrgy | COM | 393222104 | 3,297 | 170,100 | SH | SOLE | 170,100 | 0 | 0 | ||
Greenlight Capital Re | COM | G4095J109 | 14,286 | 423,800 | SH | SOLE | 423,800 | 0 | 0 | ||
Grupo Aeroportuario Centro Nor | COM | 400501102 | 436 | 16,318 | SH | SOLE | 16,318 | 0 | 0 | ||
Grupo Aeroportuario del Pacifi | COM | 400506101 | 233 | 4,383 | SH | SOLE | 4,383 | 0 | 0 | ||
Halliburton | COM | 406216101 | 232,383 | 4,578,970 | SH | SOLE | 2,511,670 | 0 | 2,067,300 | ||
Hancock Holding Co | COM | 410120109 | 737 | 20,100 | SH | SOLE | 0 | 0 | 20,100 | ||
Hanmi Finl Corp | COM | 410495204 | 1,931 | 88,200 | SH | SOLE | 88,200 | 0 | 0 | ||
Hanover Insurance Grp | COM | 410867105 | 10,819 | 181,200 | SH | SOLE | 181,200 | 0 | 0 | ||
Harris Corp | COM | 413875105 | 26,297 | 376,700 | SH | SOLE | 163,300 | 0 | 213,400 | ||
Harris Teeter | COM | 414585109 | 780 | 15,800 | SH | SOLE | 0 | 0 | 15,800 | ||
HCC Insurance Hldgs | COM | 404132102 | 9,316 | 201,900 | SH | SOLE | 27,200 | 0 | 174,700 | ||
HCI Group | COM | 40416E103 | 4,002 | 74,800 | SH | SOLE | 74,800 | 0 | 0 | ||
Henry (Jack) & Assoc | COM | 426281101 | 12,695 | 214,400 | SH | SOLE | 21,900 | 0 | 192,500 | ||
Herbalife Ltd | COM | G4412G101 | 103,866 | 1,319,770 | SH | SOLE | 734,970 | 0 | 584,800 | ||
Hershey Company | COM | 427866108 | 202,308 | 2,080,720 | SH | SOLE | 1,103,620 | 0 | 977,100 | ||
Hess Corp | COM | 42809H107 | 456 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
Hill-Rom Holdings | COM | 431475102 | 10,674 | 258,200 | SH | SOLE | 258,200 | 0 | 0 | ||
Hillshire Brands | COM | 432589109 | 4,143 | 123,900 | SH | SOLE | 36,900 | 0 | 87,000 | ||
Home Depot Inc | COM | 437076102 | 2,083 | 25,300 | SH | SOLE | 25,300 | 0 | 0 | ||
Home Properties | COM | 437306103 | 327 | 6,100 | SH | SOLE | 0 | 0 | 6,100 | ||
HomeTrust Bancshares | COM | 437872104 | 566 | 35,400 | SH | SOLE | 35,400 | 0 | 0 | ||
Hospitality Properties Tr | COM | 44106M102 | 941 | 34,800 | SH | SOLE | 34,800 | 0 | 0 | ||
HSN Inc | COM | 404303109 | 5,327 | 85,500 | SH | SOLE | 85,500 | 0 | 0 | ||
Humana Inc | COM | 444859102 | 206,713 | 2,002,640 | SH | SOLE | 1,111,140 | 0 | 891,500 | ||
Huntington Bancshares | COM | 446150104 | 273,614 | 28,353,813 | SH | SOLE | 16,472,213 | 0 | 11,881,600 | ||
Huntington Ingalls Inds | COM | 446413106 | 228,719 | 2,541,040 | SH | SOLE | 1,480,840 | 0 | 1,060,200 | ||
IAC/InterActiveCorp | COM | 44919P508 | 4,847 | 70,600 | SH | SOLE | 70,600 | 0 | 0 | ||
IDEXX Labs | COM | 45168D104 | 11,807 | 111,000 | SH | SOLE | 12,500 | 0 | 98,500 | ||
Industrias Bachoco | COM | 456463108 | 846 | 21,012 | SH | SOLE | 21,012 | 0 | 0 | ||
Ingersoll-Rand PLC | COM | G47791101 | 1,158 | 18,800 | SH | SOLE | 18,800 | 0 | 0 | ||
Ingram Micro (A) | COM | 457153104 | 218,858 | 9,328,970 | SH | SOLE | 5,204,370 | 0 | 4,124,600 | ||
Insight Enterprises | COM | 45765U103 | 261 | 11,500 | SH | SOLE | 11,500 | 0 | 0 | ||
Intel Corp | COM | 458140100 | 1,100 | 42,400 | SH | SOLE | 23,600 | 0 | 18,800 | ||
Inteliquent | COM | 45825N107 | 11,656 | 1,021,600 | SH | SOLE | 1,021,600 | 0 | 0 | ||
Intersil Corp (A) | COM | 46069S109 | 274 | 23,900 | SH | SOLE | 23,900 | 0 | 0 | ||
Intuitive Surgical | COM | 46120E602 | 6,952 | 18,100 | SH | SOLE | 2,600 | 0 | 15,500 | ||
ITT Corp | COM | 450911201 | 9,318 | 214,600 | SH | SOLE | 157,200 | 0 | 57,400 | ||
ITT Educational Svcs | COM | 45068B109 | 7,129 | 212,300 | SH | SOLE | 212,300 | 0 | 0 | ||
Jabil Circuit | COM | 466313103 | 11,320 | 649,100 | SH | SOLE | 423,400 | 0 | 225,700 | ||
Jack in the Box | COM | 466367109 | 270 | 5,400 | SH | SOLE | 5,400 | 0 | 0 | ||
Jacobs Engineering | COM | 469814107 | 1,896 | 30,100 | SH | SOLE | 12,800 | 0 | 17,300 | ||
Jarden Corp | COM | 471109108 | 8,534 | 139,100 | SH | SOLE | 133,600 | 0 | 5,500 | ||
Jazz Pharmaceuticals | COM | G50871105 | 9,973 | 78,800 | SH | SOLE | 7,500 | 0 | 71,300 | ||
JetBlue Airways | COM | 477143101 | 6,258 | 732,800 | SH | SOLE | 732,800 | 0 | 0 | ||
Johnson & Johnson | COM | 478160104 | 12,676 | 138,400 | SH | SOLE | 102,600 | 0 | 35,800 | ||
JPMorgan Chase | COM | 46625H100 | 109,708 | 1,876,000 | SH | SOLE | 936,700 | 0 | 939,300 | ||
Kellogg | COM | 487836108 | 6,473 | 106,000 | SH | SOLE | 0 | 0 | 106,000 | ||
KeyCorp | COM | 493267108 | 256,371 | 19,103,684 | SH | SOLE | 10,582,084 | 0 | 8,521,600 | ||
Kimberly-Clark | COM | 494368103 | 742 | 7,100 | SH | SOLE | 4,100 | 0 | 3,000 | ||
Kirkland's | COM | 497498105 | 12,396 | 523,700 | SH | SOLE | 523,700 | 0 | 0 | ||
Kohl's Corp | COM | 500255104 | 5,800 | 102,200 | SH | SOLE | 8,200 | 0 | 94,000 | ||
Kraft Foods | COM | 50076Q106 | 1,348 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
Kroger Co | COM | 501044101 | 219,201 | 5,545,190 | SH | SOLE | 3,123,890 | 0 | 2,421,300 | ||
L-3 Communications | COM | 502424104 | 270,859 | 2,534,710 | SH | SOLE | 1,366,510 | 0 | 1,168,200 | ||
Lab Corp of Amer | COM | 50540R409 | 9,027 | 98,800 | SH | SOLE | 7,600 | 0 | 91,200 | ||
Lakeland Financial | COM | 511656100 | 8,217 | 210,700 | SH | SOLE | 210,700 | 0 | 0 | ||
Lam Research | COM | 512807108 | 46,337 | 851,000 | SH | SOLE | 620,300 | 0 | 230,700 | ||
Landstar System | COM | 515098101 | 2,562 | 44,600 | SH | SOLE | 0 | 0 | 44,600 | ||
Las Vegas Sands Corp | COM | 517834107 | 978 | 12,400 | SH | SOLE | 12,400 | 0 | 0 | ||
Lear Corp | COM | 521865204 | 222,540 | 2,748,430 | SH | SOLE | 1,600,430 | 0 | 1,148,000 | ||
Leidos Holdings | COM | 525327102 | 305 | 6,550 | SH | SOLE | 0 | 0 | 6,550 | ||
Lexmark Intl | COM | 529771107 | 4,209 | 118,500 | SH | SOLE | 118,500 | 0 | 0 | ||
Lilly (Eli) & Co | COM | 532457108 | 3,810 | 74,700 | SH | SOLE | 22,700 | 0 | 52,000 | ||
Lincoln Natl | COM | 534187109 | 73,558 | 1,424,991 | SH | SOLE | 659,991 | 0 | 765,000 | ||
Lockheed Martin Corp | COM | 539830109 | 125,552 | 844,555 | SH | SOLE | 498,955 | 0 | 345,600 | ||
LogMeIn | COM | 54142L109 | 389 | 11,600 | SH | SOLE | 11,600 | 0 | 0 | ||
Lorillard | COM | 544147101 | 214,410 | 4,230,670 | SH | SOLE | 2,414,070 | 0 | 1,816,600 | ||
Lowe's Cos | COM | 548661107 | 5,327 | 107,500 | SH | SOLE | 107,500 | 0 | 0 | ||
LSI Corp | COM | 502161102 | 6,064 | 549,500 | SH | SOLE | 429,700 | 0 | 119,800 | ||
LyondellBasell Inds | COM | N53745100 | 195,998 | 2,441,425 | SH | SOLE | 1,372,625 | 0 | 1,068,800 | ||
Macy's | COM | 55616P104 | 42,896 | 803,300 | SH | SOLE | 630,200 | 0 | 173,100 | ||
Madison Square Garden | COM | 55826P100 | 1,543 | 26,800 | SH | SOLE | 0 | 0 | 26,800 | ||
Magellan Health Svcs | COM | 559079207 | 1,174 | 19,600 | SH | SOLE | 19,600 | 0 | 0 | ||
Magna Intl | COM | 559222401 | 226,025 | 2,754,390 | SH | SOLE | 1,548,390 | 0 | 1,206,000 | ||
Manhattan Associates | COM | 562750109 | 15,366 | 130,800 | SH | SOLE | 130,800 | 0 | 0 | ||
Manning & Napier | COM | 56382Q102 | 12,069 | 683,800 | SH | SOLE | 683,800 | 0 | 0 | ||
ManpowerGroup | COM | 56418H100 | 6,800 | 79,200 | SH | SOLE | 39,800 | 0 | 39,400 | ||
Marathon Oil | COM | 565849106 | 261,446 | 7,406,410 | SH | SOLE | 4,052,210 | 0 | 3,354,200 | ||
Marathon Petroleum | COM | 56585A102 | 4,752 | 51,800 | SH | SOLE | 47,500 | 0 | 4,300 | ||
MarketAxess Hldgs | COM | 57060D108 | 10,635 | 158,900 | SH | SOLE | 158,900 | 0 | 0 | ||
Marvell Technology | COM | G5876H105 | 238,858 | 16,610,460 | SH | SOLE | 9,202,560 | 0 | 7,407,900 | ||
MasterCard | COM | 57636Q104 | 53,177 | 63,650 | SH | SOLE | 45,650 | 0 | 18,000 | ||
McDonald's Corp | COM | 580135101 | 12,507 | 128,900 | SH | SOLE | 39,400 | 0 | 89,500 | ||
McGraw Hill Finl | COM | 580645109 | 75,030 | 959,460 | SH | SOLE | 533,460 | 0 | 426,000 | ||
McKesson Corp | COM | 58155Q103 | 246,803 | 1,529,140 | SH | SOLE | 824,240 | 0 | 704,900 | ||
MDU Resources Group | COM | 552690109 | 4,005 | 131,100 | SH | SOLE | 131,100 | 0 | 0 | ||
Mead Johnson Nutri | COM | 582839106 | 15,797 | 188,600 | SH | SOLE | 144,300 | 0 | 44,300 | ||
MEDNAX | COM | 58502B106 | 11,776 | 220,600 | SH | SOLE | 24,400 | 0 | 196,200 | ||
Medtronic Inc | COM | 585055106 | 1,113 | 19,400 | SH | SOLE | 0 | 0 | 19,400 | ||
Merck & Co | COM | 58933Y105 | 12,112 | 242,000 | SH | SOLE | 28,100 | 0 | 213,900 | ||
Methanex | COM | 59151K108 | 4,206 | 71,000 | SH | SOLE | 71,000 | 0 | 0 | ||
MICROS Systems | COM | 594901100 | 13,235 | 230,700 | SH | SOLE | 31,500 | 0 | 199,200 | ||
Microsoft Corp | COM | 594918104 | 32,427 | 866,800 | SH | SOLE | 696,300 | 0 | 170,500 | ||
MoneyGram Intl | COM | 60935Y208 | 3,348 | 161,100 | SH | SOLE | 161,100 | 0 | 0 | ||
Monster Beverage | COM | 611740101 | 31,425 | 463,700 | SH | SOLE | 307,700 | 0 | 156,000 | ||
Morgan Stanley | COM | 617446448 | 2,675 | 85,300 | SH | SOLE | 68,400 | 0 | 16,900 | ||
Morningstar | COM | 617700109 | 9,543 | 122,200 | SH | SOLE | 15,900 | 0 | 106,300 | ||
Murphy Oil Corp | COM | 626717102 | 250,411 | 3,859,610 | SH | SOLE | 2,154,810 | 0 | 1,704,800 | ||
Myriad Genetics | COM | 62855J104 | 13,559 | 646,300 | SH | SOLE | 646,300 | 0 | 0 | ||
Nam Tai Electronics | COM | 629865205 | 262 | 36,700 | SH | SOLE | 36,700 | 0 | 0 | ||
New Jersey Resources | COM | 646025106 | 13,114 | 283,600 | SH | SOLE | 283,600 | 0 | 0 | ||
Nike Inc (B) | COM | 654106103 | 5,662 | 72,000 | SH | SOLE | 72,000 | 0 | 0 | ||
NiSource | COM | 65473P105 | 1,887 | 57,400 | SH | SOLE | 57,400 | 0 | 0 | ||
Nortek | COM | 656559309 | 4,088 | 54,800 | SH | SOLE | 54,800 | 0 | 0 | ||
Northrop Grumman | COM | 666807102 | 298,318 | 2,602,900 | SH | SOLE | 1,440,300 | 0 | 1,162,600 | ||
NTELOS Holdings Corp | COM | 67020Q305 | 212 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
Nu Skin Enterprises | COM | 67018T105 | 220,019 | 1,591,800 | SH | SOLE | 922,350 | 0 | 669,450 | ||
Nutrisystem | COM | 67069D108 | 9,259 | 563,200 | SH | SOLE | 563,200 | 0 | 0 | ||
NVIDIA | COM | 67066G104 | 10,133 | 632,500 | SH | SOLE | 80,000 | 0 | 552,500 | ||
Occidental Petroleum | COM | 674599105 | 154,525 | 1,624,870 | SH | SOLE | 902,070 | 0 | 722,800 | ||
Oceaneering Intl | COM | 675232102 | 11,075 | 140,400 | SH | SOLE | 123,000 | 0 | 17,400 | ||
Old Dominion Freight | COM | 679580100 | 10,943 | 206,400 | SH | SOLE | 38,700 | 0 | 167,700 | ||
Old Republic | COM | 680223104 | 15,771 | 913,230 | SH | SOLE | 710,630 | 0 | 202,600 | ||
Omega Protein | COM | 68210P107 | 3,528 | 287,100 | SH | SOLE | 287,100 | 0 | 0 | ||
Omnicare | COM | 681904108 | 225,843 | 3,741,600 | SH | SOLE | 2,000,900 | 0 | 1,740,700 | ||
Oracle | COM | 68389X105 | 1,817 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | ||
Oshkosh | COM | 688239201 | 130,343 | 2,587,190 | SH | SOLE | 1,532,390 | 0 | 1,054,800 | ||
Owens & Minor | COM | 690732102 | 665 | 18,200 | SH | SOLE | 5,700 | 0 | 12,500 | ||
Packaging Crp America | COM | 695156109 | 155,086 | 2,450,790 | SH | SOLE | 1,400,990 | 0 | 1,049,800 | ||
Parker Drilling Co | COM | 701081101 | 7,780 | 957,000 | SH | SOLE | 957,000 | 0 | 0 | ||
ParkOhio | COM | 700666100 | 419 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
PartnerRe Ltd | COM | G6852T105 | 133,495 | 1,266,200 | SH | SOLE | 608,000 | 0 | 658,200 | ||
PDL BioPharma | COM | 69329Y104 | 15,783 | 1,870,000 | SH | SOLE | 1,870,000 | 0 | 0 | ||
PepsiCo | COM | 713448108 | 4,711 | 56,800 | SH | SOLE | 56,800 | 0 | 0 | ||
Perfect World Co | COM | 71372U104 | 2,439 | 137,200 | SH | SOLE | 137,200 | 0 | 0 | ||
Perrigo Company | COM | G97822103 | 936 | 6,100 | SH | SOLE | 0 | 0 | 6,100 | ||
PetMed Express | COM | 716382106 | 1,026 | 61,700 | SH | SOLE | 61,700 | 0 | 0 | ||
Pfizer | COM | 717081103 | 940 | 30,700 | SH | SOLE | 9,300 | 0 | 21,400 | ||
PG&E Corp | COM | 69331C108 | 5,087 | 126,300 | SH | SOLE | 0 | 0 | 126,300 | ||
PharMerica | COM | 71714F104 | 234 | 10,900 | SH | SOLE | 10,900 | 0 | 0 | ||
Philip Morris Intl | COM | 718172109 | 14,394 | 165,200 | SH | SOLE | 103,000 | 0 | 62,200 | ||
Pinnacle West | COM | 723484101 | 19,400 | 366,600 | SH | SOLE | 366,600 | 0 | 0 | ||
Platinum Underwriters | COM | G7127P100 | 12,961 | 211,500 | SH | SOLE | 211,500 | 0 | 0 | ||
PNC Financial Services | COM | 693475105 | 150,075 | 1,934,450 | SH | SOLE | 1,060,250 | 0 | 874,200 | ||
PNM Resources | COM | 69349H107 | 2,475 | 102,600 | SH | SOLE | 102,600 | 0 | 0 | ||
Polaris Inds Inc | COM | 731068102 | 37,371 | 256,600 | SH | SOLE | 203,900 | 0 | 52,700 | ||
PPG Industries | COM | 693506107 | 7,416 | 39,100 | SH | SOLE | 39,100 | 0 | 0 | ||
PPL Corp | COM | 69351T106 | 5,191 | 172,500 | SH | SOLE | 145,100 | 0 | 27,400 | ||
Progress Software Corp | COM | 743312100 | 1,601 | 62,000 | SH | SOLE | 62,000 | 0 | 0 | ||
Prosperity Bancshs | COM | 743606105 | 1,718 | 27,100 | SH | SOLE | 0 | 0 | 27,100 | ||
Protective Life Corp | COM | 743674103 | 329 | 6,500 | SH | SOLE | 6,500 | 0 | 0 | ||
Providence Service | COM | 743815102 | 3,786 | 147,200 | SH | SOLE | 147,200 | 0 | 0 | ||
Public Service Ent | COM | 744573106 | 85,995 | 2,684,000 | SH | SOLE | 1,449,700 | 0 | 1,234,300 | ||
Public Storage | COM | 74460D109 | 632 | 4,200 | SH | SOLE | 0 | 0 | 4,200 | ||
QLogic | COM | 747277101 | 16,122 | 1,362,800 | SH | SOLE | 1,362,800 | 0 | 0 | ||
Qualcomm Inc | COM | 747525103 | 52,799 | 711,100 | SH | SOLE | 470,000 | 0 | 241,100 | ||
Quest Diagnostics | COM | 74834L100 | 9,894 | 184,800 | SH | SOLE | 20,600 | 0 | 164,200 | ||
Questcor Pharma | COM | 74835Y101 | 70,365 | 1,292,290 | SH | SOLE | 743,390 | 0 | 548,900 | ||
Raytheon | COM | 755111507 | 296,490 | 3,268,904 | SH | SOLE | 1,817,704 | 0 | 1,451,200 | ||
Reinsurance Grp | COM | 759351604 | 86,635 | 1,119,170 | SH | SOLE | 533,170 | 0 | 586,000 | ||
RenaissanceRe Holdings | COM | G7496G103 | 64,192 | 659,460 | SH | SOLE | 303,560 | 0 | 355,900 | ||
Renewable Energy Grp | COM | 75972A301 | 11,224 | 979,400 | SH | SOLE | 979,400 | 0 | 0 | ||
Resolute Forest Prods | COM | 76117W109 | 16,102 | 1,005,100 | SH | SOLE | 1,005,100 | 0 | 0 | ||
RLJ Lodging Trust | COM | 74965L101 | 51,555 | 2,119,850 | SH | SOLE | 1,692,050 | 0 | 427,800 | ||
Rock-Tenn Co | COM | 772739207 | 122,445 | 1,166,030 | SH | SOLE | 702,530 | 0 | 463,500 | ||
Rollins | COM | 775711104 | 3,686 | 121,700 | SH | SOLE | 0 | 0 | 121,700 | ||
Ross Stores | COM | 778296103 | 854 | 11,400 | SH | SOLE | 11,400 | 0 | 0 | ||
RPC | COM | 749660106 | 12,886 | 721,900 | SH | SOLE | 721,900 | 0 | 0 | ||
Sabra Hlth Care REIT | COM | 78573L106 | 5,696 | 217,900 | SH | SOLE | 217,900 | 0 | 0 | ||
Safe Bulkers | COM | Y7388L103 | 874 | 84,000 | SH | SOLE | 84,000 | 0 | 0 | ||
SanDisk Corp | COM | 80004C101 | 236,135 | 3,347,540 | SH | SOLE | 1,895,240 | 0 | 1,452,300 | ||
SBA Communications | COM | 78388J106 | 1,204 | 13,400 | SH | SOLE | 0 | 0 | 13,400 | ||
Schein (Henry) | COM | 806407102 | 10,352 | 90,600 | SH | SOLE | 11,700 | 0 | 78,900 | ||
Scripps Networks | COM | 811065101 | 441 | 5,100 | SH | SOLE | 0 | 0 | 5,100 | ||
SEACOR Holdings | COM | 811904101 | 3,903 | 42,800 | SH | SOLE | 42,800 | 0 | 0 | ||
Seagate Technology | COM | G7945M107 | 35,471 | 631,600 | SH | SOLE | 438,800 | 0 | 192,800 | ||
Simmons First Natl | COM | 828730200 | 4,934 | 132,800 | SH | SOLE | 132,800 | 0 | 0 | ||
Simon Property Grp | COM | 828806109 | 411 | 2,700 | SH | SOLE | 0 | 0 | 2,700 | ||
Skyworks Solutions Inc | COM | 83088M102 | 12,444 | 435,700 | SH | SOLE | 49,500 | 0 | 386,200 | ||
SLM Corp | COM | 78442P106 | 241,055 | 9,172,570 | SH | SOLE | 5,098,570 | 0 | 4,074,000 | ||
SM Energy | COM | 78454L100 | 190,651 | 2,293,960 | SH | SOLE | 1,329,860 | 0 | 964,100 | ||
Smith & Wesson Hldg | COM | 831756101 | 16,133 | 1,195,900 | SH | SOLE | 1,195,900 | 0 | 0 | ||
Smucker (J.M.) | COM | 832696405 | 1,554 | 15,000 | SH | SOLE | 0 | 0 | 15,000 | ||
Southwest Airlines | COM | 844741108 | 123,306 | 6,544,910 | SH | SOLE | 3,897,710 | 0 | 2,647,200 | ||
Spirit AeroSystems | COM | 848574109 | 4,366 | 128,100 | SH | SOLE | 101,500 | 0 | 26,600 | ||
St Jude Medical Inc | COM | 790849103 | 4,250 | 68,600 | SH | SOLE | 15,200 | 0 | 53,400 | ||
StanCorp Finl Group | COM | 852891100 | 848 | 12,800 | SH | SOLE | 12,800 | 0 | 0 | ||
Stone Energy | COM | 861642106 | 8,831 | 255,300 | SH | SOLE | 255,300 | 0 | 0 | ||
Sturm, Ruger & Co | COM | 864159108 | 15,364 | 210,200 | SH | SOLE | 210,200 | 0 | 0 | ||
Suncor Energy | COM | 867224107 | 31,626 | 902,300 | SH | SOLE | 510,700 | 0 | 391,600 | ||
Sunstone Hotel Invstrs | COM | 867892101 | 7,152 | 533,700 | SH | SOLE | 533,700 | 0 | 0 | ||
SVB Financial Group | COM | 78486Q101 | 14,292 | 136,300 | SH | SOLE | 31,700 | 0 | 104,600 | ||
Synopsys | COM | 871607107 | 22,890 | 564,200 | SH | SOLE | 313,100 | 0 | 251,100 | ||
Tal Education | COM | 874080104 | 284 | 12,900 | SH | SOLE | 12,900 | 0 | 0 | ||
Targa Resources | COM | 87612G101 | 1,049 | 11,900 | SH | SOLE | 11,900 | 0 | 0 | ||
Target Corp | COM | 87612E106 | 2,689 | 42,500 | SH | SOLE | 42,500 | 0 | 0 | ||
TE Connectivity Ltd | COM | H84989104 | 28,789 | 522,400 | SH | SOLE | 378,700 | 0 | 143,700 | ||
TECHNE Corp | COM | 878377100 | 1,628 | 17,200 | SH | SOLE | 0 | 0 | 17,200 | ||
TeleNav | COM | 879455103 | 208 | 31,500 | SH | SOLE | 31,500 | 0 | 0 | ||
Telephone & Data | COM | 879433829 | 21,413 | 830,600 | SH | SOLE | 468,300 | 0 | 362,300 | ||
TELUS | COM | 87971M103 | 11,252 | 326,700 | SH | SOLE | 38,500 | 0 | 288,200 | ||
Tenneco | COM | 880349105 | 3,111 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
Tesoro | COM | 881609101 | 1,849 | 31,600 | SH | SOLE | 12,900 | 0 | 18,700 | ||
Texas Instruments | COM | 882508104 | 2,700 | 61,500 | SH | SOLE | 61,500 | 0 | 0 | ||
TJX Companies | COM | 872540109 | 33,420 | 524,400 | SH | SOLE | 302,600 | 0 | 221,800 | ||
Total System Svcs | COM | 891906109 | 469 | 14,100 | SH | SOLE | 0 | 0 | 14,100 | ||
Tower Intl | COM | 891826109 | 15,031 | 702,400 | SH | SOLE | 702,400 | 0 | 0 | ||
Travelers Companies | COM | 89417E109 | 278,425 | 3,075,160 | SH | SOLE | 1,710,560 | 0 | 1,364,600 | ||
Tutor Perini Corp | COM | 901109108 | 5,515 | 209,700 | SH | SOLE | 209,700 | 0 | 0 | ||
tw telecom | COM | 87311L104 | 9,168 | 300,900 | SH | SOLE | 42,500 | 0 | 258,400 | ||
Tyco International | COM | H89128104 | 1,096 | 26,700 | SH | SOLE | 26,700 | 0 | 0 | ||
Tyson Foods (A) | COM | 902494103 | 74,728 | 2,233,340 | SH | SOLE | 1,088,840 | 0 | 1,144,500 | ||
Ubiquiti Networks | COM | 90347A100 | 7,491 | 163,000 | SH | SOLE | 18,200 | 0 | 144,800 | ||
UGI Corp | COM | 902681105 | 1,596 | 38,500 | SH | SOLE | 0 | 0 | 38,500 | ||
Union Pacific Corp | COM | 907818108 | 31,584 | 188,000 | SH | SOLE | 134,700 | 0 | 53,300 | ||
Unit Corp | COM | 909218109 | 1,394 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
United Community Bks | COM | 90984P303 | 11,522 | 649,100 | SH | SOLE | 649,100 | 0 | 0 | ||
United Fire Group | COM | 910340108 | 361 | 12,600 | SH | SOLE | 12,600 | 0 | 0 | ||
United Online | COM | 911268209 | 1,073 | 77,967 | SH | SOLE | 77,967 | 0 | 0 | ||
United Parcel Service | COM | 911312106 | 37,482 | 356,700 | SH | SOLE | 199,400 | 0 | 157,300 | ||
United Therapeutics | COM | 91307C102 | 255,522 | 2,259,660 | SH | SOLE | 1,301,960 | 0 | 957,700 | ||
UnitedHealth Group | COM | 91324P102 | 12,184 | 161,800 | SH | SOLE | 17,500 | 0 | 144,300 | ||
UnumProvident | COM | 91529Y106 | 118,632 | 3,381,770 | SH | SOLE | 2,065,570 | 0 | 1,316,200 | ||
URS Corp | COM | 903236107 | 44,139 | 832,970 | SH | SOLE | 599,570 | 0 | 233,400 | ||
US Bancorp | COM | 902973304 | 14,540 | 359,900 | SH | SOLE | 90,900 | 0 | 269,000 | ||
VAALCO Energy | COM | 91851C201 | 16,531 | 2,399,300 | SH | SOLE | 2,399,300 | 0 | 0 | ||
Valero Energy | COM | 91913Y100 | 51,607 | 1,023,950 | SH | SOLE | 490,050 | 0 | 533,900 | ||
Vectren Corp | COM | 92240G101 | 18,705 | 526,900 | SH | SOLE | 526,900 | 0 | 0 | ||
Verisign | COM | 92343E102 | 5,482 | 91,700 | SH | SOLE | 67,500 | 0 | 24,200 | ||
Verizon Comm | COM | 92343V104 | 230,780 | 4,696,380 | SH | SOLE | 2,691,880 | 0 | 2,004,500 | ||
Viacom (B) | COM | 92553P201 | 6,996 | 80,100 | SH | SOLE | 80,100 | 0 | 0 | ||
Visa | COM | 92826C839 | 2,783 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
Visteon | COM | 92839U206 | 10,122 | 123,600 | SH | SOLE | 123,600 | 0 | 0 | ||
WABCO Holdings | COM | 92927K102 | 1,765 | 18,900 | SH | SOLE | 1,400 | 0 | 17,500 | ||
Waddell & Reed (A) | COM | 930059100 | 196,893 | 3,023,540 | SH | SOLE | 1,764,940 | 0 | 1,258,600 | ||
Wal-Mart Stores | COM | 931142103 | 13,306 | 169,100 | SH | SOLE | 123,400 | 0 | 45,700 | ||
Walgreen Co | COM | 931422109 | 896 | 15,600 | SH | SOLE | 15,600 | 0 | 0 | ||
Watsco Inc | COM | 942622200 | 346 | 3,600 | SH | SOLE | 0 | 0 | 3,600 | ||
Weatherford Intl Ltd | COM | H27013103 | 4,057 | 261,900 | SH | SOLE | 190,900 | 0 | 71,000 | ||
WellCare Hlth Plans | COM | 94946T106 | 14,668 | 208,300 | SH | SOLE | 65,200 | 0 | 143,100 | ||
WellPoint | COM | 94973V107 | 259,009 | 2,803,434 | SH | SOLE | 1,510,534 | 0 | 1,292,900 | ||
Wells Fargo & Co | COM | 949746101 | 313,841 | 6,912,800 | SH | SOLE | 3,735,900 | 0 | 3,176,900 | ||
Western Digital Corp | COM | 958102105 | 268,910 | 3,205,120 | SH | SOLE | 1,804,820 | 0 | 1,400,300 | ||
Westlake Chemical Corp | COM | 960413102 | 42,489 | 348,070 | SH | SOLE | 213,470 | 0 | 134,600 | ||
Whirlpool Corp | COM | 963320106 | 70,476 | 449,290 | SH | SOLE | 263,190 | 0 | 186,100 | ||
White Mtns Insur Group | COM | G9618E107 | 1,568 | 2,600 | SH | SOLE | 0 | 0 | 2,600 | ||
Wilshire Bancorp | COM | 97186T108 | 6,359 | 581,800 | SH | SOLE | 581,800 | 0 | 0 | ||
Wintrust Finl Corp | COM | 97650W108 | 16,718 | 362,500 | SH | SOLE | 362,500 | 0 | 0 | ||
Wisdomtree Trust India | COM | 97717W422 | 1,768 | 101,400 | SH | SOLE | 101,400 | 0 | 0 | ||
World Acceptance | COM | 981419104 | 14,941 | 170,700 | SH | SOLE | 170,700 | 0 | 0 | ||
WSFS Finl | COM | 929328102 | 473 | 6,100 | SH | SOLE | 6,100 | 0 | 0 | ||
XL Group plc | COM | G98290102 | 8,899 | 279,500 | SH | SOLE | 165,100 | 0 | 114,400 | ||
Xyratex Ltd | COM | G98268108 | 5,331 | 401,100 | SH | SOLE | 401,100 | 0 | 0 | ||
Yahoo | COM | 984332106 | 3,632 | 89,800 | SH | SOLE | 89,800 | 0 | 0 | ||
YPF Soc Anon -ADR | COM | 984245100 | 2,719 | 82,500 | SH | SOLE | 82,500 | 0 | 0 | ||
Zebra Technologies (A) | COM | 989207105 | 2,612 | 48,300 | SH | SOLE | 0 | 0 | 48,300 |