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
Chubb LTD COM H1467J104 107,848 922,964 SH   SOLE   904,240 0 18,724
Eaton Corporation, plc COM G29183103 655 12,594 SH   SOLE   12,594 0 0
Ensco plc cl A COM G3157S106 51,700 3,359,341 SH   SOLE   3,288,155 0 71,186
Ingersoll-Rand Plc COM G47791101 13,463 243,500 SH   SOLE   243,500 0 0
Magna International Inc COM 559222401 95,978 2,366,322 SH   SOLE   2,316,072 0 50,250
PartnerRe Ltd. COM G6852T105 580 4,150 SH   SOLE   4,150 0 0
Seagate Technology Plc COM G7945M107 1,221 33,311 SH   SOLE   33,082 0 229
3M Company COM 88579Y101 16,905 112,221 SH   SOLE   112,221 0 0
AT&T Inc. COM 00206R102 330 9,600 SH   SOLE   9,400 0 200
Alphabet Inc Class A COM 02079K305 104,980 134,934 SH   SOLE   132,153 0 2,781
Alphabet Inc Class C COM 02079K107 471 620 SH   SOLE   593 0 27
Apple Inc. COM 037833100 61,108 580,539 SH   SOLE   568,892 0 11,647
B/E Aerospace, Inc. COM 073302101 3,771 88,993 SH   SOLE   50,943 0 38,050
Boeing Company COM 097023105 82,614 571,370 SH   SOLE   569,018 0 2,352
BorgWarner Inc. COM 099724106 110,833 2,563,795 SH   SOLE   2,511,374 0 52,421
Bristol-Myers Squibb Co. COM 110122108 784 11,393 SH   SOLE   11,393 0 0
Capital One Financial Corp. COM 14040H105 134,703 1,866,203 SH   SOLE   1,827,547 0 38,656
CenturyLink, Inc. COM 156700106 1,022 40,636 SH   SOLE   40,461 0 175
Chesapeake Energy Corp COM 165167107 593 131,877 SH   SOLE   131,877 0 0
Chevron Corp COM 166764100 114,872 1,276,925 SH   SOLE   1,273,082 0 3,843
Cisco Systems Inc. COM 17275R102 145,192 5,346,774 SH   SOLE   5,237,221 0 109,553
Citigroup Inc. COM 172967424 137,944 2,665,581 SH   SOLE   2,610,724 0 54,857
Coach Inc COM 189754104 1,048 32,029 SH   SOLE   31,849 0 180
Cognizant Tech Solutions COM 192446102 749 12,477 SH   SOLE   11,837 0 640
ConAgra Foods, Inc. COM 205887102 1,086 25,750 SH   SOLE   25,750 0 0
ConocoPhillips COM 20825C104 4,226 90,517 SH   SOLE   59,447 0 31,070
Cummins Inc. COM 231021106 92,969 1,056,341 SH   SOLE   1,034,837 0 21,504
Dollar General Corp. COM 256677105 80,913 1,125,831 SH   SOLE   1,103,770 0 22,061
EMC Corporation COM 268648102 5,150 200,560 SH   SOLE   200,560 0 0
Eli Lilly & Co. COM 532457108 1,192 14,144 SH   SOLE   14,144 0 0
Exelon Corp COM 30161N101 271 9,748 SH   SOLE   9,748 0 0
Fifth Third Bancorp COM 316773100 2,890 143,797 SH   SOLE   140,582 0 3,215
Ford Motor Company COM 345370860 2,380 168,895 SH   SOLE   168,410 0 485
Gap Inc. COM 364760108 87,465 3,541,097 SH   SOLE   3,466,282 0 74,815
General Dynamics Corp. COM 369550108 785 5,716 SH   SOLE   5,716 0 0
Gilead Sciences Inc. COM 375558103 4,726 46,705 SH   SOLE   26,155 0 20,550
Goldman Sachs Group Inc COM 38141G104 750 4,162 SH   SOLE   4,121 0 41
Hasbro Inc. COM 418056107 327 4,851 SH   SOLE   4,851 0 0
Hess Corporation COM 42809H107 445 9,177 SH   SOLE   9,177 0 0
Honeywell Intl Inc COM 438516106 102,518 989,839 SH   SOLE   985,796 0 4,043
IBM Corp COM 459200101 449 3,259 SH   SOLE   3,259 0 0
Intel Corporation COM 458140100 6,133 178,021 SH   SOLE   177,721 0 300
JPMorgan Chase & Co COM 46625H100 172,945 2,619,195 SH   SOLE   2,564,748 0 54,447
Johnson & Johnson COM 478160104 149,399 1,454,430 SH   SOLE   1,448,473 0 5,957
Kohl's Corporation COM 500255104 725 15,225 SH   SOLE   15,143 0 82
Lear Corporation COM 521865204 3,996 32,532 SH   SOLE   32,532 0 0
Lincoln National Corp COM 534187109 95,269 1,895,532 SH   SOLE   1,856,439 0 39,093
Mattel Inc. COM 577081102 1,969 72,460 SH   SOLE   71,995 0 465
Merck & Co. Inc. COM 58933Y105 869 16,449 SH   SOLE   16,449 0 0
Microsoft Corporation COM 594918104 174,221 3,140,256 SH   SOLE   3,074,585 0 65,671
Morgan Stanley COM 617446448 466 14,664 SH   SOLE   14,664 0 0
Murphy Oil Corp. COM 626717102 3,264 145,394 SH   SOLE   77,729 0 67,665
Noble Corporation plc (UK) COM G65431101 773 73,283 SH   SOLE   72,698 0 585
Norfolk Southern Corp COM 655844108 63,674 752,741 SH   SOLE   737,827 0 14,914
Oracle Corporation COM 68389X105 137,912 3,775,298 SH   SOLE   3,699,370 0 75,928
PNC Financial Services COM 693475105 104,054 1,091,738 SH   SOLE   1,069,077 0 22,661
Parker-Hannifin Corp. COM 701094104 126,336 1,302,700 SH   SOLE   1,276,129 0 26,571
Prudential Financial Inc COM 744320102 1,062 13,040 SH   SOLE   13,040 0 0
Qualcomm Inc. COM 747525103 1,495 29,902 SH   SOLE   29,740 0 162
Ryder System Inc. COM 783549108 3,974 69,935 SH   SOLE   39,975 0 29,960
SPDR DJIA ETF Trust COM 78467X109 596 3,425 SH   SOLE   3,425 0 0
SPDR S&P 500 ETF Trust COM 78462F103 8,265 40,542 SH   SOLE   38,287 0 2,255
Staples Inc. COM 855030102 777 82,097 SH   SOLE   81,647 0 450
State Street Corp COM 857477103 92,973 1,401,035 SH   SOLE   1,373,220 0 27,815
Stryker Corp COM 863667101 760 8,182 SH   SOLE   8,182 0 0
Tyson Foods Inc COM 902494103 112,776 2,114,677 SH   SOLE   2,071,457 0 43,220
U.S. Bancorp COM 902973304 98,172 2,300,721 SH   SOLE   2,253,295 0 47,426
Unum Group COM 91529Y106 2,207 66,305 SH   SOLE   66,235 0 70
V.F. Corporation COM 918204108 95,588 1,535,549 SH   SOLE   1,504,237 0 31,312
W.W. Grainger Inc. COM 384802104 74,513 367,802 SH   SOLE   360,372 0 7,430
Wal-Mart Stores, Inc. COM 931142103 1,542 25,157 SH   SOLE   25,157 0 0
Western Digital Corp. COM 958102105 68,382 1,138,745 SH   SOLE   1,116,852 0 21,893
Towers Watson & Co CL A 999999940 321 2,500 SH   SOLE   2,500 0 0
Aviva PLC ADS ADR 05382A104 212 13,909 SH   SOLE   13,909 0 0
BP PLC ADS ADR 055622104 1,014 32,446 SH   SOLE   32,221 0 225
Embraer S.A. ADR 29082A107 252 8,539 SH   SOLE   8,539 0 0
Ericsson ADS ADR 294821608 223 23,210 SH   SOLE   23,210 0 0
Honda Motor Co. Ltd. ADR 438128308 219 6,874 SH   SOLE   6,874 0 0
J Sainsbury Plc Spon ADR ADR 466249208 1,074 70,900 SH   SOLE   70,520 0 380
KDDI Corp Unsp ADR ADR 48667L106 322 24,908 SH   SOLE   24,908 0 0
Kingfisher Plc ADR 495724403 105 10,793 SH   SOLE   10,793 0 0
Royal Dutch Shell CL A ADR 780259206 64,525 1,409,159 SH   SOLE   1,404,905 0 4,254
Sanofi ADS ADR 80105N105 430 10,091 SH   SOLE   10,091 0 0
Taiwan Semiconductor ADR 874039100 313 13,766 SH   SOLE   13,766 0 0
Teva Pharmaceutical ADR 881624209 2,444 37,241 SH   SOLE   37,166 0 75
Vale S.A. ADR 91912E105 186 56,449 SH   SOLE   56,449 0 0
Aston/Cornerstone Large Cap Va MF 00080Y207 403 30,462 SH   SOLE   30,462 0 0
Vanguard Intermediate Term Bon MF 921937306 441 39,129 SH   SOLE   39,129 0 0