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
APACHE CORP COM 037411105 160,244 1,900,627 SH   SOLE   799,927 0 1,100,700
BP PLC SPONSORED ADR 055622104 174,911 3,598,258 SH   SOLE   650,088 0 2,948,170
BARCLAYS PLC ADR 06738E204 4,897 270,125 SH   SOLE   270,125 0 0
CHEVRON CORP NEW COM 166764100 50,952 407,907 SH   SOLE   82,707 0 325,200
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 96 1,170 SH   SOLE   1,170 0 0
CORNING INC COM 219350105 300,000 17,283,447 SH   SOLE   8,749,247 0 8,534,200
EXXON MOBIL CORP COM 30231G102 1,161 11,471 SH   SOLE   11,471 0 0
GENERAL DYNAMICS CORP COM 369550108 184,945 1,978,299 SH   SOLE   814,499 0 1,163,800
GENERAL ELECTRIC CO COM 369604103 196,791 7,185,186 SH   SOLE   3,113,286 0 4,071,900
GENUINE PARTS CO COM 372460105 122,269 1,469,757 SH   SOLE   184,409 0 1,285,348
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 149 2,800 SH   SOLE   2,800 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 214,193 1,232,976 SH   SOLE   573,876 0 659,100
HONDA MOTOR LTD AMERN SHS 438128308 2,241 54,200 SH   SOLE   54,200 0 0
INTEL CORP COM 458140100 421,560 16,600,541 SH   SOLE   7,902,223 0 8,698,318
INTERNATIONAL BUSINESS MACHS COM 459200101 266,450 1,453,947 SH   SOLE   632,592 0 821,355
JPMORGAN CHASE & CO COM 46625H100 381,608 6,653,679 SH   SOLE   3,087,179 0 3,566,500
JOHNSON & JOHNSON COM 478160104 240,470 2,668,414 SH   SOLE   1,012,514 0 1,655,900
LINCOLN NATL CORP IND COM 534187109 209,941 4,067,046 SH   SOLE   807,685 0 3,259,361
MEDTRONIC INC COM 585055106 239,469 4,260,811 SH   SOLE   2,088,411 0 2,172,400
METLIFE INC COM 59156R108 277,249 5,227,307 SH   SOLE   1,882,507 0 3,344,800
MICROSOFT CORP COM 594918104 437,344 11,928,194 SH   SOLE   5,514,394 0 6,413,800
NOVARTIS A G SPONSORED ADR 66987V109 354 4,400 SH   SOLE   4,400 0 0
OMNICOM GROUP INC COM 681919106 210,438 2,829,604 SH   SOLE   530,304 0 2,299,300
RAYTHEON CO COM NEW 755111507 154,038 1,698,320 SH   SOLE   339,137 0 1,359,183
SANOFI SPONSORED ADR 80105N105 3,550 66,200 SH   SOLE   66,200 0 0
TOTAL S A SPONSORED ADR 89151E109 147 2,400 SH   SOLE   2,400 0 0
UNITEDHEALTH GROUP INC COM 91324P102 291,736 3,938,444 SH   SOLE   1,585,044 0 2,353,400
VALERO ENERGY CORP NEW COM 91913Y100 179,852 3,657,499 SH   SOLE   1,643,199 0 2,014,300
WAL-MART STORES INC COM 931142103 243,084 3,140,712 SH   SOLE   1,221,512 0 1,919,200
WELLPOINT INC COM 94973V107 274,888 3,038,136 SH   SOLE   1,370,576 0 1,667,560
WELLS FARGO & CO NEW COM 949746101 2,788 61,400 SH   SOLE   61,400 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 131,506 709,710 SH   SOLE   137,910 0 571,800
ST JUDE MED INC COM 790849103 294,677 4,858,356 SH   SOLE   2,420,540 0 2,437,816
STANLEY BLACK & DECKER INC COM 854502101 29,063 349,068 SH   SOLE   319,968 0 29,100
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 17,361 401,384 SH   SOLE   276,984 0 124,400
ISHARES MSCI BRZ CAP ETF 464286400 532 13,967 SH   SOLE   13,967 0 0
ISHARES MSCI STH KOR ETF 464286772 1,569 30,616 SH   SOLE   30,616 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 228,846 3,890,692 SH   SOLE   1,671,288 0 2,219,404
PRUDENTIAL FINL INC COM 744320102 142,847 1,579,724 SH   SOLE   632,624 0 947,100
SUNTRUST BKS INC COM 867914103 165,100 4,600,134 SH   SOLE   2,098,167 0 2,501,967
SANDISK CORP COM 80004C101 127,507 1,847,461 SH   SOLE   906,861 0 940,600
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 19,407 272,305 SH   SOLE   39,400 0 232,905
ENSCO PLC SHS CLASS A G3157S106 192,721 3,434,412 SH   SOLE   1,650,441 0 1,783,971
CITIGROUP INC COM NEW 172967424 415,502 8,119,850 SH   SOLE   3,660,450 0 4,459,400
AETNA INC NEW COM 00817Y108 166,558 2,486,234 SH   SOLE   1,269,134 0 1,217,100
MONDELEZ INTL INC CL A 609207105 21,127 598,500 SH   SOLE   99,200 0 499,300
BANK OF AMERICA CORPORATION COM 060505104 375,767 24,619,025 SH   SOLE   10,853,625 0 13,765,400
CIGNA CORPORATION COM 125509109 49,764 605,109 SH   SOLE   434,709 0 170,400
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 5,305 135,100 SH   SOLE   135,100 0 0
ABBVIE INC COM 00287Y109 41,305 782,139 SH   SOLE   125,362 0 656,777
BED BATH & BEYOND INC COM 075896100 24,004 305,582 SH   SOLE   128,800 0 176,782
APPLE INC COM 037833100 207,110 374,500 SH   SOLE   162,800 0 211,700
CNOOC LTD SPONSORED ADR 126132109 11,504 61,300 SH   SOLE   61,300 0 0
RYLAND GROUP INC COM 783764103 45,144 1,051,641 SH   SOLE   441,400 0 610,241
D R HORTON INC COM 23331A109 73,934 3,386,400 SH   SOLE   1,743,300 0 1,643,100
NOBLE CORP PLC SHS USD G65431101 177,516 4,841,996 SH   SOLE   2,471,718 0 2,370,278
ISHARES MSCI EAFE ETF 464287465 30,120 510,900 SH   SOLE   380,000 0 130,900