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    <cusip>00817Y108</cusip>
    <value>35457</value>
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    <cusip>054303102</cusip>
    <value>24783</value>
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    <nameOfIssuer>BANK OF AMERICA CORPORATION</nameOfIssuer>
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    <nameOfIssuer>BRISTOL MYERS SQUIBB CO</nameOfIssuer>
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    <nameOfIssuer>CARNIVAL CORP</nameOfIssuer>
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    <nameOfIssuer>DONNELLEY R R &amp; SONS CO</nameOfIssuer>
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    <nameOfIssuer>EXXON MOBIL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30231G102</cusip>
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    <nameOfIssuer>GENERAL ELECTRIC CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>369604103</cusip>
    <value>21709</value>
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    <nameOfIssuer>GLAXOSMITHKLINE PLC</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>37733W105</cusip>
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    <nameOfIssuer>HEWLETT PACKARD CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>428236103</cusip>
    <value>32146</value>
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    <titleOfClass>COM</titleOfClass>
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    <value>201</value>
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    <nameOfIssuer>INTERNATIONAL BUSINESS MACHS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>1143</value>
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    <nameOfIssuer>INTERSIL CORP</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>46069S109</cusip>
    <value>16583</value>
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    <nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>478160104</cusip>
    <value>1822</value>
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    <nameOfIssuer>JPMORGAN CHASE &amp; CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>46625H100</cusip>
    <value>23255</value>
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    <nameOfIssuer>LILLY ELI &amp; CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>532457108</cusip>
    <value>29996</value>
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      <Sole>595995</Sole>
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    <nameOfIssuer>LINCOLN NATL CORP IND</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>534187109</cusip>
    <value>32974</value>
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    <nameOfIssuer>MCGRAW HILL FINL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>580645109</cusip>
    <value>34634</value>
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      <Sole>528033</Sole>
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    <nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>594918104</cusip>
    <value>32672</value>
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    <nameOfIssuer>OMNICOM GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>681919106</cusip>
    <value>31029</value>
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      <Sole>489106</Sole>
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    <nameOfIssuer>ORACLE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>68389X105</cusip>
    <value>293</value>
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      <sshPrnamt>8837</sshPrnamt>
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      <Sole>8837</Sole>
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    <nameOfIssuer>PEPSICO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>713448108</cusip>
    <value>649</value>
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    <nameOfIssuer>PFIZER INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>717081103</cusip>
    <value>2398</value>
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      <sshPrnamt>83480</sshPrnamt>
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      <Sole>83480</Sole>
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    <nameOfIssuer>PROCTER &amp; GAMBLE CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>742718109</cusip>
    <value>2478</value>
    <shrsOrPrnAmt>
      <sshPrnamt>32784</sshPrnamt>
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      <Sole>32784</Sole>
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    <nameOfIssuer>PROGRESSIVE CORP OHIO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>743315103</cusip>
    <value>231</value>
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      <Sole>8500</Sole>
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    <nameOfIssuer>RELIANCE STEEL &amp; ALUMINUM CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>759509102</cusip>
    <value>11571</value>
    <shrsOrPrnAmt>
      <sshPrnamt>157926</sshPrnamt>
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      <Sole>157926</Sole>
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    <nameOfIssuer>ROBERT HALF INTL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>770323103</cusip>
    <value>27787</value>
    <shrsOrPrnAmt>
      <sshPrnamt>711932</sshPrnamt>
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    <votingAuthority>
      <Sole>711932</Sole>
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      <None>0</None>
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    <nameOfIssuer>SEALED AIR CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>81211K100</cusip>
    <value>27451</value>
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      <sshPrnamt>1009602</sshPrnamt>
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