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
Estimated average burden
hours per response: 23.8
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
ABBOTT LABS COMMON 002824100 72,597 1,612,546 SH   SOLE   1,385,466 0 227,080
AGILENT TECHN COMMON 00846U101 28,281 690,792 SH   SOLE   637,452 0 53,340
ALLSTATE CORP COMMON 020002101 53,967 768,208 SH   SOLE   710,938 0 57,270
AMERICAN EXPRESS COMMON 025816109 35,605 382,683 SH   SOLE   350,993 0 31,690
AMERN INTL GROUP COMMON 026874784 84,795 1,513,928 SH   SOLE   1,295,638 0 218,290
AMERISOURCE-BERGEN COMMON 03073E105 105,727 1,172,659 SH   SOLE   1,081,329 0 91,330
APPLE INC COMMON 037833100 153,531 1,390,931 SH   SOLE   1,163,211 0 227,720
ATWOOD OCEANICS COMMON 050095108 4,728 166,665 SH   SOLE   111,535 1,280 53,850
BAKER HUGHES COMMON 057224107 55,413 988,280 SH   SOLE   850,490 0 137,790
BANCFIRST CORP COMMON 05945F103 3,982 62,823 SH   SOLE   42,383 490 19,950
BK OF NEW YORK MEL COMMON 064058100 76,980 1,897,465 SH   SOLE   1,630,645 0 266,820
BAXTER INTL INC COMMON 071813109 51,867 707,698 SH   SOLE   656,128 0 51,570
BENCHMARK ELECTRS COMMON 08160H101 6,933 272,522 SH   SOLE   182,732 2,040 87,750
BIO REFERENCE LABS COMMON 09057G602 8,509 264,825 SH   SOLE   179,055 1,920 83,850
BORG WARNER INC COMMON 099724106 74,941 1,363,810 SH   SOLE   1,151,420 0 212,390
C&J ENERGY SVCS INC COMMON 12467B304 3,637 275,293 SH   SOLE   183,493 2,000 89,800
CBS CORPORATION CLASS B 124857202 41,090 742,492 SH   SOLE   686,522 0 55,970
CALGON CARBON COMMON 129603106 9,476 456,027 SH   SOLE   305,717 3,310 147,000
CELGENE CORP COMMON 151020104 46,211 413,112 SH   SOLE   302,712 0 110,400
CHART INDS INC COMMON 16115Q308 4,509 131,842 SH   SOLE   89,097 920 41,825
CHEESECAKE FACTORY COMMON 163072101 8,971 178,305 SH   SOLE   119,705 1,300 57,300
CHEVRON CORP COMMON 166764100 90,046 802,695 SH   SOLE   708,955 0 93,740
CISCO SYSTEMS INC COMMON 17275R102 76,875 2,763,796 SH   SOLE   2,338,306 0 425,490
COACH INC COMMON 189754104 17,817 474,353 SH   SOLE   348,353 0 126,000
CONOCOPHILLIPS COMMON 20825C104 51,201 741,394 SH   SOLE   685,759 0 55,635
DEERE & CO COMMON 244199105 64,854 733,066 SH   SOLE   627,236 0 105,830
DICKS SPRTG GOODS COMMON 253393102 26,935 542,500 SH   SOLE   389,200 0 153,300
WALT DISNEY CO COMMON 254687106 44,049 467,657 SH   SOLE   341,377 0 126,280
DISCOVER FINL SVCS COMMON 254709108 107,705 1,644,606 SH   SOLE   1,438,606 0 206,000
DIRECTV COMMON 25490A309 90,115 1,039,390 SH   SOLE   895,000 0 144,390
DOVER CORP COMMON 260003108 71,303 994,190 SH   SOLE   869,500 0 124,690
EMC CORP MASS COMMON 268648102 77,802 2,616,068 SH   SOLE   2,173,988 0 442,080
EOG RESOURCES INC COMMON 26875P101 66,826 725,820 SH   SOLE   603,490 0 122,330
EBAY INC COMMON 278642103 65,417 1,165,670 SH   SOLE   973,510 0 192,160
EMERSON ELEC CO COMMON 291011104 16,133 261,354 SH   SOLE   190,704 0 70,650
EPAM SYS INC COMMON 29414B104 5,676 118,870 SH   SOLE   80,120 850 37,900
EXPRESS SCRIPTS COMMON 30219G108 106,543 1,258,333 SH   SOLE   1,036,308 0 222,025
FORWARD AIR CORP COMMON 349853101 10,995 218,293 SH   SOLE   146,903 1,640 69,750
FREEPORT-MCMORAN COMMON 35671D857 31,289 1,339,442 SH   SOLE   1,237,122 0 102,320
GENERAL ELECTRIC COMMON 369604103 116,765 4,620,690 SH   SOLE   4,061,400 0 559,290
GILEAD SCIENCES COMMON 375558103 28,853 306,100 SH   SOLE   223,800 0 82,300
GOLDMAN SACHS COMMON 38141G104 74,585 384,797 SH   SOLE   329,887 0 54,910
GOOGLE INC CLASS A 38259P508 25,054 47,212 SH   SOLE   34,662 0 12,550
GOOGLE INC CLASS C 38259P706 25,010 47,512 SH   SOLE   34,962 0 12,550
HANCOCK HLDG COMMON 410120109 4,344 141,513 SH   SOLE   95,069 1,089 45,355
HANGER COMMON 41043F208 3,049 139,235 SH   SOLE   92,595 1,040 45,600
HARMONIC COMMON 413160102 5,663 807,849 SH   SOLE   540,759 5,890 261,200
HECLA MNG COMMON 422704106 3,071 1,100,842 SH   SOLE   740,742 7,200 352,900
HONEYWELL INTL INC COMMON 438516106 92,639 927,127 SH   SOLE   800,677 0 126,450
INTEL CORP COMMON 458140100 126,794 3,493,919 SH   SOLE   2,960,526 0 533,393
JPMORGAN CHASE COMMON 46625H100 127,110 2,031,158 SH   SOLE   1,791,274 0 239,884
KENNAMETAL INC COMMON 489170100 25,623 715,928 SH   SOLE   524,228 0 191,700
LAKELAND FINL CORP COMMON 511656100 6,891 158,522 SH   SOLE   106,552 1,170 50,800
LANNET INC COMMON 516012101 4,956 115,570 SH   SOLE   77,220 850 37,500
LIBERTY ALL STAR ETY SH BEN INT 530158104 861 144,051 SH   SOLE   144,051 0 0
LINDSAY CORP COMMON 535555106 10,075 117,512 SH   SOLE   78,762 850 37,900
MVC CAPITAL COMMON 553829102 2,328 236,800 SH   SOLE   166,340 1,560 68,900
STEVEN MADDEN LTD COMMON 556269108 4,699 147,628 SH   SOLE   99,258 1,095 47,275
MARATHON PETRO COMMON 56585A102 60,566 671,020 SH   SOLE   573,180 0 97,840
MEDNAX INC COMMON 58502B106 77,789 1,176,665 SH   SOLE   966,965 0 209,700
MICROSOFT CORP COMMON 594918104 92,268 1,986,384 SH   SOLE   1,610,404 0 375,980
MONSANTO CO COMMON 61166W101 20,870 174,685 SH   SOLE   127,685 0 47,000
MYRIAD GENETICS COMMON 62855J104 5,133 150,718 SH   SOLE   97,238 1,080 52,400
NAVIGATORS GROUP COMMON 638904102 7,705 105,062 SH   SOLE   70,622 790 33,650
NEENAH PAPER COMMON 640079109 2,554 42,370 SH   SOLE   38,300 370 3,700
NETSCOUT SYS INC COMMON 64115T104 6,274 171,692 SH   SOLE   114,722 1,270 55,700
NEXTERA ENERGY COMMON 65339F101 62,596 588,913 SH   SOLE   543,993 0 44,920
NORFOLK SOUTHERN COMMON 655844108 25,599 233,549 SH   SOLE   171,749 0 61,800
OCCIDENTAL PETE COMMON 674599105 16,160 200,470 SH   SOLE   147,870 0 52,600
ORACLE CORP COMMON 68389X105 69,501 1,545,504 SH   SOLE   1,318,084 0 227,420
OUTERWALL INC COMMON 690070107 9,547 126,927 SH   SOLE   85,377 750 40,800
PRA GROUP INC COMMON 69354N106 12,199 210,579 SH   SOLE   140,979 1,600 68,000
PETSMART INC COMMON 716768106 15,891 195,474 SH   SOLE   143,074 0 52,400
PHILIP MORRIS INTL COMMON 718172109 41,735 512,400 SH   SOLE   441,600 0 70,800
PRESTIGE BRANDS COMMON 74112D101 11,765 338,859 SH   SOLE   227,329 2,480 109,050
PRICE T ROWE GRP COMMON 74144T108 78,931 919,300 SH   SOLE   784,750 0 134,550
PROCTER & GAMBLE COMMON 742718109 40,209 441,420 SH   SOLE   408,810 0 32,610
PUBLIC SVC ENTERPR COMMON 744573106 65,180 1,574,006 SH   SOLE   1,367,586 0 206,420
SANDISK CORP COMMON 80004C101 65,750 671,058 SH   SOLE   571,208 0 99,850
SCHNITZER STL CLASS A 806882106 857 38,000 SH   SOLE   11,100 0 26,900
SEMTECH CORP COMMON 816850101 11,066 401,367 SH   SOLE   268,727 2,940 129,700
STARBUCKS CORP COMMON 855244109 24,216 295,134 SH   SOLE   216,134 0 79,000
SUN HYDRAULICS COMMON 866942105 7,588 192,695 SH   SOLE   130,785 1,410 60,500
SYNAPTICS INC COMMON 87157D109 9,654 140,243 SH   SOLE   93,823 1,020 45,400
THL CREDIT INC COMMON 872438106 941 80,000 SH   SOLE   80,000 0 0
TTM TECHNOLOGIES COMMON 87305R109 3,638 483,136 SH   SOLE   326,076 3,460 153,600
TARGET CORP COMMON 87612E106 11,508 151,600 SH   SOLE   110,300 0 41,300
3M COMPANY COMMON 88579Y101 24,545 149,374 SH   SOLE   109,274 0 40,100
TIME WARNER INC COMMON 887317303 70,081 820,425 SH   SOLE   686,625 0 133,800
TIME WARNER CABLE COMMON 88732J207 36,392 239,324 SH   SOLE   222,104 0 17,220
TORO CO COMMON 891092108 14,133 221,481 SH   SOLE   150,651 1,830 69,000
TRI CONTL CORP COMMON 895436103 332 15,500 SH   SOLE   15,500 0 0
US BANCORP DEL COMMON 902973304 41,085 914,026 SH   SOLE   843,516 0 70,510
UNITED NAT FOODS COMMON 911163103 12,920 167,081 SH   SOLE   112,111 1,270 53,700
UNITED TECHNOLOGIES COMMON 913017109 54,986 478,143 SH   SOLE   443,843 0 34,300
VCA INC COMMON 918194101 13,943 285,884 SH   SOLE   194,214 2,120 89,550
VERA BRADLEY INC COMMON 92335C106 3,778 185,364 SH   SOLE   122,714 1,350 61,300
VERINT SYS INC COMMON 92343X100 11,493 197,197 SH   SOLE   132,247 1,450 63,500
WAL MART STORES COMMON 931142103 102,968 1,198,970 SH   SOLE   1,033,480 0 165,490
WALGREENS BOOTS COMMON 931427108 37,972 498,318 SH   SOLE   376,918 0 121,400
WELLS FARGO COMMON 949746101 136,740 2,494,348 SH   SOLE   2,205,288 0 289,060
ACTAVIS PLC SHARES G0083B108 65,080 252,827 SH   SOLE   236,043 0 16,784
ENDURANCE SPECIALTY SHARES G30397106 6,528 109,095 SH   SOLE   73,195 800 35,100
TYCO INTL LTD COMMON G91442106 17,434 397,500 SH   SOLE   289,600 0 107,900