3M CO COM 88579Y101 1723 15760 SH SOLE 15760 0 0 ABBOTT LABS COM 002824100 662 18990 SH SOLE 18990 0 0 ABBVIE INC COM 00287Y109 785 18990 SH SOLE 18990 0 0 AETNA INC NEW COM 00817Y108 33302 524111 SH SOLE 524111 0 0 ALLSTATE CORP COM 020002101 26263 545784 SH SOLE 545784 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 29053 649955 SH SOLE 649955 0 0 AVERY DENNISON CORP COM 053611109 9238 216042 SH SOLE 216042 0 0 AVON PRODS INC COM 054303102 18211 865966 SH SOLE 865966 0 0 BAKER HUGHES INC COM 057224107 27916 605166 SH SOLE 605166 0 0 BANK OF AMERICA CORPORATION COM 060505104 28417 2209689 SH SOLE 2209689 0 0 BAXTER INTL INC COM 071813109 25086 362155 SH SOLE 362155 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 1376 30800 SH SOLE 30800 0 0 CARNIVAL CORP PAIRED CTF 143658300 8764 255572 SH SOLE 255572 0 0 CHEVRON CORP NEW COM 166764100 299 2528 SH SOLE 2528 0 0 CIT GROUP INC COM NEW 125581801 211 4519 SH SOLE 4519 0 0 CITIGROUP INC COM NEW 172967424 29957 624491 SH SOLE 624491 0 0 DONNELLEY R R & SONS CO COM 257867101 19172 1368450 SH SOLE 1368450 0 0 ELECTRONIC ARTS INC COM 285512109 21896 953225 SH SOLE 953225 0 0 EMERSON ELEC CO COM 291011104 1219 22355 SH SOLE 22355 0 0 EXXON MOBIL CORP COM 30231G102 499 5520 SH SOLE 5520 0 0 GENERAL ELECTRIC CO COM 369604103 19932 859491 SH SOLE 859491 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 682 13656 SH SOLE 13656 0 0 HEWLETT PACKARD CO COM 428236103 34791 1402861 SH SOLE 1402861 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1179 6170 SH SOLE 6170 0 0 INTERSIL CORP CL A 46069S109 11315 1446929 SH SOLE 1446929 0 0 JOHNSON & JOHNSON COM 478160104 1804 21014 SH SOLE 21014 0 0 JPMORGAN CHASE & CO COM 46625H100 29595 560622 SH SOLE 560622 0 0 LILLY ELI & CO COM 532457108 27597 561825 SH SOLE 561825 0 0 LINCOLN NATL CORP IND COM 534187109 32672 895854 SH SOLE 895854 0 0 MANNKIND CORP COM 56400P201 107 16500 SH SOLE 16500 0 0 MCGRAW HILL FINL INC COM 580645109 27061 508766 SH SOLE 508766 0 0 MICRON TECHNOLOGY INC COM 595112103 143 10000 SH SOLE 10000 0 0 MICROSOFT CORP COM 594918104 32416 938788 SH SOLE 938788 0 0 OMNICOM GROUP INC COM 681919106 25726 409199 SH SOLE 409199 0 0 ORACLE CORP COM 68389X105 271 8837 SH SOLE 8837 0 0 PEPSICO INC COM 713448108 667 8160 SH SOLE 8160 0 0 PFIZER INC COM 717081103 2338 83480 SH SOLE 83480 0 0 PROCTER & GAMBLE CO COM 742718109 2524 32784 SH SOLE 32784 0 0 PROGRESSIVE CORP OHIO COM 743315103 216 8500 SH SOLE 8500 0 0 ROBERT HALF INTL INC COM 770323103 22895 688985 SH SOLE 688985 0 0 SCHWAB CHARLES CORP NEW COM 808513105 201 9450 SH SOLE 9450 0 0 SEALED AIR CORP NEW COM 81211K100 23739 991174 SH SOLE 991174 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 934 5822 SH SOLE 5822 0 0 STAPLES INC COM 855030102 31755 2002228 SH SOLE 2002228 0 0 TE CONNECTIVITY LTD REG SHS H84989104 28040 615719 SH SOLE 615719 0 0 ULTRA PETROLEUM CORP COM 903914109 6737 339884 SH SOLE 339884 0 0 WARNER CHILCOTT PLC IRELAND SHS A G94368100 13892 698803 SH SOLE 698803 0 0 WHIRLPOOL CORP COM 963320106 8145 71226 SH SOLE 71226 0 0 WPX ENERGY INC COM 98212B103 15759 832047 SH SOLE 832047 0 0 XEROX CORP COM 984121103 30499 3362660 SH SOLE 3362660 0 0