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
ABBVIE INC COM 00287Y109 39,927 776,785 SH   SOLE   120,008 0 120,008
AETNA INC NEW COM 00817Y108 170,334 2,340,534 SH   SOLE   1,165,834 0 1,165,834
APACHE CORP COM 037411105 152,911 1,890,127 SH   SOLE   789,427 0 789,427
APPLE INC COM 037833100 308,131 587,600 SH   SOLE   262,890 0 262,890
BANK OF AMERICA CORPORATION COM 060505104 409,249 24,409,625 SH   SOLE   10,644,225 0 10,644,225
BARCLAYS PLC ADR 06738E204 4,274 272,225 SH   SOLE   272,225 0 272,225
BED BATH & BEYOND INC COM 075896100 111,360 1,656,482 SH   SOLE   631,600 0 631,600
BP PLC SPONSORED ADR 055622104 172,817 3,592,864 SH   SOLE   644,694 0 644,694
CHEVRON CORP NEW COM 166764100 48,183 405,207 SH   SOLE   80,007 0 80,007
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 105 1,170 SH   SOLE   1,170 0 1,170
CIGNA CORPORATION COM 125509109 53,264 684,909 SH   SOLE   488,609 0 488,609
CITIGROUP INC COM NEW 172967424 429,501 9,254,050 SH   SOLE   4,147,750 0 4,147,750
CORNING INC COM 219350105 340,381 16,894,847 SH   SOLE   8,443,947 0 8,443,947
D R HORTON INC COM 23331A109 179,851 8,541,300 SH   SOLE   4,219,600 0 4,219,600
DELPHI AUTOMOTIVE PLC SHS G27823106 255,327 3,869,892 SH   SOLE   1,650,488 0 1,650,488
ENSCO PLC SHS CLASS A G3157S106 154,548 3,008,712 SH   SOLE   1,507,241 0 1,507,241
EXXON MOBIL CORP COM 30231G102 407 4,171 SH   SOLE   4,171 0 4,171
GENERAL DYNAMICS CORP COM 369550108 196,677 1,857,199 SH   SOLE   762,299 0 762,299
GENERAL ELECTRIC CO COM 369604103 179,416 7,138,086 SH   SOLE   3,066,186 0 3,066,186
GENUINE PARTS CO COM 372460105 117,613 1,354,209 SH   SOLE   177,209 0 177,209
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 150 2,800 SH   SOLE   2,800 0 2,800
GOLDMAN SACHS GROUP INC COM 38141G104 195,194 1,222,276 SH   SOLE   563,176 0 563,176
HONDA MOTOR LTD AMERN SHS 438128308 2,014 57,000 SH   SOLE   57,000 0 57,000
INTEL CORP COM 458140100 414,535 16,517,741 SH   SOLE   7,778,023 0 7,778,023
INTERNATIONAL BUSINESS MACHS COM 459200101 217,737 1,165,367 SH   SOLE   503,142 0 503,142
ISHARES MSCI BRZ CAP ETF 464286400 536 13,967 SH   SOLE   13,967 0 13,967
ISHARES MSCI STH KOR ETF 464286772 1,490 30,616 SH   SOLE   30,616 0 30,616
ISHARES MSCI EAFE ETF 464287465 9,347 168,598 SH   SOLE   164,498 0 164,498
JOHNSON & JOHNSON COM 478160104 255,366 2,654,314 SH   SOLE   998,414 0 998,414
JPMORGAN CHASE & CO COM 46625H100 390,694 6,598,379 SH   SOLE   3,031,879 0 3,031,879
LINCOLN NATL CORP IND COM 534187109 204,653 4,038,946 SH   SOLE   779,585 0 779,585
MEDTRONIC INC COM 585055106 243,366 4,065,011 SH   SOLE   1,892,611 0 1,892,611
MERITAGE HOMES CORP COM 59001A102 68,839 1,686,900 SH   SOLE   823,600 0 823,600
METLIFE INC COM 59156R108 267,624 5,175,107 SH   SOLE   1,830,307 0 1,830,307
MICROSOFT CORP COM 594918104 472,264 11,832,294 SH   SOLE   5,413,594 0 5,413,594
MONDELEZ INTL INC CL A 609207105 13,388 387,500 SH   SOLE   62,700 0 62,700
NOBLE CORP PLC SHS USD G65431101 151,991 4,770,976 SH   SOLE   2,400,698 0 2,400,698
NOVARTIS A G SPONSORED ADR 66987V109 374 4,400 SH   SOLE   4,400 0 4,400
OMNICOM GROUP INC COM 681919106 204,660 2,819,004 SH   SOLE   519,704 0 519,704
PRUDENTIAL FINL INC COM 744320102 54,958 649,239 SH   SOLE   128,402 0 128,402
RAYTHEON CO COM NEW 755111507 122,916 1,244,220 SH   SOLE   236,037 0 236,037
RYLAND GROUP INC COM 783764103 87,943 2,240,241 SH   SOLE   901,700 0 901,700
SANDISK CORP COM 80004C101 133,605 1,695,161 SH   SOLE   780,061 0 780,061
SANOFI SPONSORED ADR 80105N105 3,963 75,800 SH   SOLE   75,800 0 75,800
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 5,094 135,100 SH   SOLE   135,100 0 135,100
SPDR S&P 500 ETF TR TR U NIT 78462F103 74,658 397,040 SH   SOLE   115,110 0 115,110
ST JUDE MED INC COM 790849103 275,454 4,337,820 SH   SOLE   2,062,004 0 2,062,004
STANLEY BLACK & DECKER INC COM 854502101 52,893 644,768 SH   SOLE   319,968 0 319,968
SUNTRUST BKS INC COM 867914103 176,114 4,571,234 SH   SOLE   2,069,267 0 2,069,267
TOTAL S A SPONSORED ADR 89151E109 157 2,400 SH   SOLE   2,400 0 2,400
UNITEDHEALTH GROUP INC COM 91324P102 301,741 3,760,444 SH   SOLE   1,494,044 0 1,494,044
VALERO ENERGY CORP NEW COM 91913Y100 151,858 2,952,799 SH   SOLE   1,323,199 0 1,323,199
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 19,597 446,184 SH   SOLE   331,784 0 331,784
WAL-MART STORES INC COM 931142103 233,369 3,119,512 SH   SOLE   1,200,312 0 1,200,312
WELLPOINT INC COM 94973V107 275,719 2,846,366 SH   SOLE   1,288,606 0 1,288,606
WELLS FARGO & CO NEW COM 949746101 3,054 61,400 SH   SOLE   61,400 0 61,400