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
Nuveen Municipal Opportunity F com 670984103 259 19,000 SH   SOLE   19,000 0 0
Nuveen Select Tax-Free Income com 67062F100 271 20,000 SH   SOLE   20,000 0 0
AbbVie Inc. com 00287y109 15,176 225,860 SH   SOLE   135,923 0 89,937
Ace Ltd. com H0023R105 12,397 121,921 SH   SOLE   71,072 0 50,849
Air Products & Chemical com 009158106 10,582 77,335 SH   SOLE   45,445 0 31,890
American International Group I com 026874784 15,379 248,766 SH   SOLE   146,201 0 102,565
Ameriprise Financial com 03076c106 252 2,020 SH   SOLE   2,020 0 0
Amgen Inc. com 031162100 11,534 75,133 SH   SOLE   44,463 0 30,670
Anthem, Inc. com 036752103 16,692 101,692 SH   SOLE   59,381 0 42,311
Apple Computer com 037833100 453 3,611 SH   SOLE   2,992 0 619
CVS Health Corp. com 126650100 23,616 225,175 SH   SOLE   134,304 0 90,871
Calpine Corp. com 131347304 10,976 610,109 SH   SOLE   366,466 0 243,643
Capital One Financial Corp. com 14040H105 17,648 200,609 SH   SOLE   118,980 0 81,629
Chevron Corp. com 166764100 6,104 63,277 SH   SOLE   39,525 0 23,752
Citigroup Inc. com 172967424 12,332 223,249 SH   SOLE   133,702 0 89,547
Comcast Corp. Special Cl A com 20030N200 18,295 305,228 SH   SOLE   177,242 0 127,986
Delta Air Lines com 247361702 19,091 464,730 SH   SOLE   277,898 0 186,832
Dow Chemical Corp. com 260543103 6,701 130,947 SH   SOLE   78,892 0 52,055
EMC Corp. com 268648102 12,683 480,592 SH   SOLE   293,618 0 186,974
Ford Motor Co. com 345370860 14,669 977,284 SH   SOLE   581,098 0 396,186
General Electric com 369604103 10,836 407,814 SH   SOLE   247,736 0 160,078
Goldman Sachs Group Inc. com 38141G104 12,900 61,786 SH   SOLE   36,338 0 25,448
Halliburton Co. com 406216101 8,203 190,455 SH   SOLE   112,967 0 77,488
Hewlett-Packard Co. com 428236103 6,379 212,556 SH   SOLE   124,437 0 88,119
Honeywell International Inc. com 438516106 16,111 158,000 SH   SOLE   85,763 0 72,237
Intercontinental Exchange Inc. com 45866f104 13,989 62,562 SH   SOLE   36,808 0 25,754
JPMorgan Chase & Co. com 46625H100 15,783 232,928 SH   SOLE   133,209 0 99,719
MetLife Inc. com 59156R108 11,311 202,015 SH   SOLE   116,567 0 85,448
Michael Kors Holdings LTD com g60754101 8,671 206,002 SH   SOLE   122,217 0 83,785
Microsoft Corp. com 594918104 15,099 342,003 SH   SOLE   207,134 0 134,869
Realogy Holdings Corp com 75605y106 13,711 293,467 SH   SOLE   171,077 0 122,390
Sensata Technologies Holding N com n7902x106 12,186 231,055 SH   SOLE   139,288 0 91,767
Synchrony Financial com 87165b103 7,012 212,947 SH   SOLE   125,006 0 87,941
Thermo Fisher Scientific Inc. com 883556102 12,144 93,585 SH   SOLE   57,068 0 36,517
Tyco International Ltd. com g91442106 9,464 245,935 SH   SOLE   147,311 0 98,624
United Technologies Corp. com 913017109 10,370 93,485 SH   SOLE   52,654 0 40,831
UnitedHealth Group Inc. com 91324P102 13,361 109,518 SH   SOLE   65,700 0 43,818
Verizon Communications com 92343v104 1,977 42,412 SH   SOLE   0 0 42,412
Weatherford International PLC com g48833100 5,490 447,456 SH   SOLE   259,358 0 188,098
Wells Fargo & Co. com 949746101 15,859 281,981 SH   SOLE   167,809 0 114,172
Wyndham Worldwide Corp. com 98310W108 12,064 147,278 SH   SOLE   88,790 0 58,488
Berkshire Hathaway Inc. com 084670108 4,097 20 SH   SOLE   20 0 0