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
ACE Limited COM H0023R105 333,575 3,180,846 SH   SOLE   2,280,992 0 899,854
Crailar Technologies Inc. COM 224248104 4 11,000 SH   SOLE   11,000 0 0
Eaton Corporation, plc COM G29183103 1,021 16,105 SH   SOLE   16,105 0 0
Ensco plc cl A COM G3157S106 210,123 5,086,495 SH   SOLE   3,688,618 0 1,397,877
PartnerRe Ltd. COM G6852T105 2,797 25,455 SH   SOLE   16,111 0 9,344
Seagate Technology Plc COM G7945M107 1,582 27,621 SH   SOLE   27,506 0 115
3M Company COM 88579Y101 223,491 1,577,432 SH   SOLE   1,111,208 0 466,224
AT&T Inc. COM 00206R102 387 10,989 SH   SOLE   10,039 0 950
Apple Inc. COM 037833100 179,737 1,783,986 SH   SOLE   1,266,448 0 517,538
Baxter International COM 071813109 288,813 4,024,153 SH   SOLE   2,835,311 0 1,188,842
Bed Bath & Beyond Inc COM 075896100 361,909 5,497,633 SH   SOLE   3,965,257 0 1,532,376
Bristol-Myers Squibb Co. COM 110122108 573 11,200 SH   SOLE   11,200 0 0
Cameron International Corp. COM 13342B105 2,350 35,398 SH   SOLE   14,398 0 21,000
Capital One Financial Corp. COM 14040H105 317,679 3,892,175 SH   SOLE   2,793,440 0 1,098,735
CenturyLink, Inc. COM 156700106 1,388 33,955 SH   SOLE   33,800 0 155
Chevron Corp COM 166764100 357,714 2,997,937 SH   SOLE   2,158,243 0 839,694
Cisco Systems Inc. COM 17275R102 336,195 13,356,984 SH   SOLE   9,657,003 0 3,699,981
Citigroup Inc. COM 172967424 297,586 5,742,683 SH   SOLE   4,051,582 0 1,691,101
ConAgra Foods, Inc. COM 205887102 925 28,000 SH   SOLE   28,000 0 0
ConocoPhillips COM 20825C104 10,456 136,638 SH   SOLE   78,283 0 58,355
Cummins Inc. COM 231021106 312,834 2,370,317 SH   SOLE   1,700,447 0 669,870
EMC Corporation COM 268648102 349,114 11,931,435 SH   SOLE   8,608,221 0 3,323,214
Eli Lilly & Co. COM 532457108 1,462 22,545 SH   SOLE   22,545 0 0
Emerson Electric Co. COM 291011104 349,303 5,581,696 SH   SOLE   4,034,256 0 1,547,440
Entergy Corp COM 29364G103 686 8,872 SH   SOLE   8,807 0 65
Exelon Corp COM 30161N101 372 10,900 SH   SOLE   10,100 0 800
Exxon Mobil Corporation COM 30231G102 179,715 1,910,848 SH   SOLE   1,344,796 0 566,052
Ford Motor Company COM 345370860 1,249 84,470 SH   SOLE   84,105 0 365
Franklin Resources, Inc. COM 354613101 866 15,865 SH   SOLE   280 0 15,585
Gannett Co. Inc. COM 364730101 297 10,000 SH   SOLE   10,000 0 0
Gap Inc. COM 364760108 274,688 6,588,826 SH   SOLE   4,773,486 0 1,815,340
General Dynamics Corp. COM 369550108 1,000 7,870 SH   SOLE   7,870 0 0
Gilead Sciences Inc. COM 375558103 8,866 83,290 SH   SOLE   57,615 0 25,675
Goldman Sachs Group Inc COM 38141G104 1,142 6,222 SH   SOLE   6,158 0 64
Google Inc Class A COM 38259P508 484 823 SH   SOLE   796 0 27
Google Inc. Class C COM 38259P706 370 641 SH   SOLE   614 0 27
HCC Insurance Holdings Inc COM 404132102 241 5,000 SH   SOLE   5,000 0 0
Halliburton Company COM 406216101 274 4,250 SH   SOLE   4,250 0 0
Hasbro Inc. COM 418056107 1,655 30,087 SH   SOLE   29,907 0 180
Hess Corporation COM 42809H107 912 9,665 SH   SOLE   9,665 0 0
Honeywell Intl Inc COM 438516106 284 3,045 SH   SOLE   3,045 0 0
IBM Corp COM 459200101 682 3,592 SH   SOLE   3,592 0 0
Intel Corporation COM 458140100 301,199 8,650,182 SH   SOLE   6,130,992 0 2,519,190
JPMorgan Chase & Co COM 46625H100 360,086 5,977,526 SH   SOLE   4,290,737 0 1,686,789
Johnson & Johnson COM 478160104 319,135 2,994,039 SH   SOLE   2,146,532 0 847,507
Kohl's Corporation COM 500255104 4,774 78,221 SH   SOLE   37,286 0 40,935
Lincoln National Corp COM 534187109 4,199 78,375 SH   SOLE   56,695 0 21,680
Mattel Inc. COM 577081102 301,741 9,844,723 SH   SOLE   7,134,672 0 2,710,051
Merck & Co. Inc. COM 58933Y105 984 16,595 SH   SOLE   16,595 0 0
Microsoft Corporation COM 594918104 351,400 7,579,811 SH   SOLE   5,435,186 0 2,144,625
Morgan Stanley COM 617446448 538 15,550 SH   SOLE   15,550 0 0
Murphy Oil Corp. COM 626717102 1,067 18,753 SH   SOLE   18,683 0 70
Norfolk Southern Corp COM 655844108 279,313 2,502,802 SH   SOLE   1,767,620 0 735,182
Oracle Corporation COM 68389X105 363,004 9,482,869 SH   SOLE   6,868,532 0 2,614,337
Parker-Hannifin Corp. COM 701094104 360,183 3,155,346 SH   SOLE   2,252,796 0 902,550
Procter & Gamble Co. COM 742718109 4,223 50,430 SH   SOLE   16,920 0 33,510
Qualcomm Inc. COM 747525103 376,325 5,033,101 SH   SOLE   3,635,884 0 1,397,217
SPDR DJIA ETF Trust COM 78467X109 582 3,425 SH   SOLE   625 0 2,800
Staples Inc. COM 855030102 1,517 125,385 SH   SOLE   124,810 0 575
State Street Corp COM 857477103 1,209 16,430 SH   SOLE   16,295 0 135
Stryker Corp COM 863667101 636 7,875 SH   SOLE   7,875 0 0
TRW Automotive Hldgs Corp. COM 87264S106 209,161 2,065,791 SH   SOLE   1,462,874 0 602,917
Towers Watson & Co cl A COM 891894107 249 2,500 SH   SOLE   0 0 2,500
United Technologies Corp COM 913017109 228 2,155 SH   SOLE   2,155 0 0
Unum Group COM 91529Y106 286,949 8,346,406 SH   SOLE   5,929,028 0 2,417,378
Vanguard Value ETF COM 922908744 229 2,818 SH   SOLE   2,738 0 80
Varian Medical Systems Inc. COM 92220P105 8,791 109,720 SH   SOLE   75,920 0 33,800
W.W. Grainger Inc. COM 384802104 256,500 1,019,274 SH   SOLE   728,956 0 290,318
Wal-Mart Stores, Inc. COM 931142103 303,006 3,962,418 SH   SOLE   2,854,544 0 1,107,874
Western Digital Corp. COM 958102105 310,478 3,190,279 SH   SOLE   2,264,638 0 925,641
eBay Inc. COM 278642103 1,227 21,670 SH   SOLE   21,670 0 0
Allianz SE ADR 018805101 196 12,187 SH   SOLE   12,187 0 0
J Sainsbury Plc Spon ADR ADR 466249208 195 11,873 SH   SOLE   11,873 0 0
KDDI Corp Unsp ADR ADR 48667L106 213 14,199 SH   SOLE   14,199 0 0
Nokia Corp ADR 654902204 103 12,200 SH   SOLE   11,700 0 500
Royal Dutch Shell CL A ADR 780259206 158,114 2,076,889 SH   SOLE   1,494,031 0 582,858
Sanofi ADS ADR 80105N105 927 16,425 SH   SOLE   16,425 0 0
Teva Pharmaceutical ADR 881624209 2,417 44,975 SH   SOLE   44,555 0 420
Vale S.A. ADR 91912E105 188 17,100 SH   SOLE   17,100 0 0
Volkswagen AG ADR ADR 928662303 201 4,873 SH   SOLE   4,873 0 0
Aston/Cornerstone Large Cap Fu MF 00078H844 424 27,998 SH   SOLE   27,998 0 0
Vanguard Intermediate Term Bon MF 921937306 446 39,129 SH   SOLE   39,129 0 0