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
AT&T INC COMMON 00206R102 52,399 1,608,318 SH   SOLE   1,362,233 0 246,085
ABBOTT LABS COMMON 002824100 52,966 1,316,914 SH   SOLE   1,112,114 0 204,800
AGILENT TECHN COMMON 00846U101 19,144 557,644 SH   SOLE   504,744 0 52,900
ALLSTATE CORP COMMON 020002101 35,570 610,743 SH   SOLE   558,493 0 52,250
AMERICAN EXPRESS COMMON 025816109 22,433 302,619 SH   SOLE   276,619 0 26,000
AMERN INTL GROUP COMMON 026874784 70,308 1,237,385 SH   SOLE   1,041,285 0 196,100
AMERISOURCE-BERGEN COMMON 03073E105 66,796 703,186 SH   SOLE   642,986 0 60,200
APPLE INC COMMON 037833100 96,901 878,522 SH   SOLE   709,572 0 168,950
ATWOOD OCEANICS COMMON 050095108 1,843 124,464 SH   SOLE   73,694 920 49,850
BAKER HUGHES INC COMMON 057224107 42,525 817,157 SH   SOLE   692,957 0 124,200
BANCFIRST CORP COMMON 05945F103 2,959 46,895 SH   SOLE   27,895 350 18,650
BK OF NEW YORK MEL COMMON 064058100 60,653 1,549,254 SH   SOLE   1,307,454 0 241,800
BENCHMARK ELECTRS COMMON 08160H101 4,454 204,667 SH   SOLE   122,067 1,450 81,150
BORG WARNER INC COMMON 099724106 47,730 1,147,639 SH   SOLE   953,189 0 194,450
CBS CORPORATION CLASS B 124857202 23,554 590,323 SH   SOLE   539,323 0 51,000
CALGON CARBON COMMON 129603106 5,300 340,152 SH   SOLE   201,102 2,450 136,600
CELGENE CORP COMMON 151020104 38,494 355,866 SH   SOLE   256,766 0 99,100
CENTENE CORP DEL COMMON 15135B101 40,266 742,505 SH   SOLE   630,205 0 112,300
CHART INDS INC COMMON 16115Q308 2,049 106,654 SH   SOLE   61,169 660 44,825
CHEESECAKE FACTORY COMMON 163072101 7,165 132,790 SH   SOLE   78,750 940 53,100
CHEVRON CORP COMMON 166764100 51,597 654,122 SH   SOLE   568,522 0 85,600
CISCO SYSTEMS INC COMMON 17275R102 59,227 2,256,269 SH   SOLE   1,873,569 0 382,700
COMMTY HEALTH SYS COMMON 203668108 17,865 417,700 SH   SOLE   385,700 0 32,000
CONOCOPHILLIPS COMMON 20825C104 28,365 591,438 SH   SOLE   540,313 0 51,125
COOPER-STANDARD COMMON 21676P103 3,922 67,620 SH   SOLE   39,620 300 27,700
DEERE & CO COMMON 244199105 44,035 595,066 SH   SOLE   500,266 0 94,800
DICKS SPRTG GOODS COMMON 253393102 49,534 998,474 SH   SOLE   812,374 0 186,100
WALT DISNEY CO COMMON 254687106 41,009 401,260 SH   SOLE   288,880 0 112,380
DISCOVER FINL SVCS COMMON 254709108 69,766 1,341,917 SH   SOLE   1,151,517 0 190,400
DOVER CORP COMMON 260003108 46,187 807,752 SH   SOLE   693,652 0 114,100
EMC CORP MASS COMMON 268648102 51,852 2,146,204 SH   SOLE   1,748,304 0 397,900
EOG RESOURCES INC COMMON 26875P101 43,928 603,409 SH   SOLE   494,009 0 109,400
EBAY INC COMMON 278642103 11,507 470,820 SH   SOLE   339,820 0 131,000
EPAM SYS INC COMMON 29414B104 6,564 88,080 SH   SOLE   52,160 620 35,300
EXPRESS SCRIPTS COMMON 30219G108 84,217 1,040,226 SH   SOLE   841,391 0 198,835
FEDERATED INVS CLASS B 314211103 22,120 765,390 SH   SOLE   699,690 0 65,700
F5 NETWORKS INC COMMON 315616102 49,605 428,365 SH   SOLE   351,665 0 76,700
FORWARD AIR CORP COMMON 349853101 6,934 167,130 SH   SOLE   99,100 1,180 66,850
FREEPORT-MCMORAN COMMON 35671D857 23,717 2,447,563 SH   SOLE   2,236,963 0 210,600
GSV CAPITAL CORP COMMON 36191J101 785 100,000 SH   SOLE   100,000 0 0
GENERAL ELECTRIC COMMON 369604103 94,415 3,743,672 SH   SOLE   3,238,922 0 504,750
GILEAD SCIENCES INC COMMON 375558103 26,148 266,300 SH   SOLE   191,600 0 74,700
GOLDMAN SACHS COMMON 38141G104 54,504 313,672 SH   SOLE   264,672 0 49,000
GOOGLE INC CLASS A 38259P508 27,197 42,604 SH   SOLE   30,354 0 12,250
GOOGLE INC CLASS C 38259P706 24,140 39,677 SH   SOLE   29,155 0 10,522
HANCOCK HLDG COMMON 410120109 2,864 105,890 SH   SOLE   62,737 798 42,355
HANGER COMMON 41043F208 1,784 130,775 SH   SOLE   71,625 750 58,400
HARMONIC COMMON 413160102 3,514 605,924 SH   SOLE   358,494 4,230 243,200
HECLA MNG CO COMMON 422704106 1,669 847,427 SH   SOLE   512,557 4,970 329,900
HONEYWELL INTL INC COMMON 438516106 71,997 760,343 SH   SOLE   645,293 0 115,050
INTEL CORP COMMON 458140100 86,163 2,858,770 SH   SOLE   2,381,737 0 477,033
JPMORGAN CHASE COMMON 46625H100 100,374 1,646,279 SH   SOLE   1,426,695 0 219,584
KENNAMETAL INC COMMON 489170100 15,180 609,887 SH   SOLE   437,687 0 172,200
LAKELAND FINL CORP COMMON 511656100 5,360 118,714 SH   SOLE   70,874 840 47,000
LANNETT CO INC COMMON 516012101 4,029 97,030 SH   SOLE   57,410 620 39,000
LIBERTY ALL STAR ETY SH BEN INT 530158104 756 148,903 SH   SOLE   148,903 0 0
LINDSAY CORP COMMON 535555106 6,231 91,912 SH   SOLE   54,602 610 36,700
MVC CAPITAL COMMON 553829102 1,312 159,810 SH   SOLE   94,000 1,110 64,700
STEVEN MADDEN LTD COMMON 556269108 4,034 110,162 SH   SOLE   65,207 780 44,175
MARATHON PETRO COMMON 56585A102 51,126 1,103,526 SH   SOLE   926,126 0 177,400
MARRIOTT INTL CLASS A 571903202 17,933 262,950 SH   SOLE   189,350 0 73,600
MEDNAX INC COMMON 58502B106 75,023 976,993 SH   SOLE   788,093 0 188,900
MICROSOFT CORP COMMON 594918104 73,327 1,656,727 SH   SOLE   1,320,927 0 335,800
MONSANTO CO COMMON 61166W101 12,846 150,525 SH   SOLE   108,525 0 42,000
MYRIAD GENETICS COMMON 62855J104 4,605 122,578 SH   SOLE   71,198 780 50,600
NAVIGATORS GROUP COMMON 638904102 6,112 78,382 SH   SOLE   46,562 570 31,250
NEENAH PAPER COMMON 640079109 2,960 50,795 SH   SOLE   30,045 250 20,500
NETSCOUT SYS COMMON 64115T104 4,553 128,727 SH   SOLE   76,207 920 51,600
NEXTERA ENERGY COMMON 65339F101 45,666 468,133 SH   SOLE   427,533 0 40,600
NORFOLK SOUTHERN COMMON 655844108 15,353 200,949 SH   SOLE   144,849 0 56,100
OCCIDENTAL PETE COMMON 674599105 11,760 177,778 SH   SOLE   128,478 0 49,300
OPKO HEALTH INC COMMON 68375N103 4,834 574,760 SH   SOLE   342,605 3,768 228,387
ORACLE CORP COMMON 68389X105 45,456 1,258,476 SH   SOLE   1,053,676 0 204,800
OUTERWALL INC COMMON 690070107 5,324 93,517 SH   SOLE   55,037 580 37,900
PRA GROUP INC COMMON 69354N106 8,282 156,494 SH   SOLE   93,154 1,140 62,200
PAYPAL HLDGS COMMON 70450Y103 14,596 470,220 SH   SOLE   339,620 0 130,600
PHILIP MORRIS COMMON 718172109 21,357 269,216 SH   SOLE   246,216 0 23,000
PRESTIGE BRANDS COMMON 74112D101 10,101 223,674 SH   SOLE   138,264 1,760 83,650
PRICE T ROWE COMMON 74144T108 52,814 759,915 SH   SOLE   639,215 0 120,700
PROCTER & GAMBLE COMMON 742718109 24,750 344,034 SH   SOLE   315,234 0 28,800
PUBLIC SVC ENTERPR COMMON 744573106 54,071 1,282,529 SH   SOLE   1,097,629 0 184,900
SANDISK CORP COMMON 80004C101 49,400 909,251 SH   SOLE   763,551 0 145,700
SEMTECH CORP COMMON 816850101 4,530 300,029 SH   SOLE   177,819 2,110 120,100
STARBUCKS CORP COMMON 855244109 28,945 509,230 SH   SOLE   368,530 0 140,700
SUN HYDRAULICS COMMON 866942105 4,092 148,960 SH   SOLE   88,735 1,025 59,200
SYNAPTICS COMMON 87157D109 8,631 104,673 SH   SOLE   61,943 730 42,000
THL CREDIT COMMON 872438106 546 50,000 SH   SOLE   50,000 0 0
TTM TECHNOLOGIES COMMON 87305R109 2,271 364,595 SH   SOLE   218,225 2,470 143,900
TARGET CORP COMMON 87612E106 7,890 100,300 SH   SOLE   65,700 0 34,600
3M COMPANY COMMON 88579Y101 18,305 129,119 SH   SOLE   93,019 0 36,100
TIME WARNER INC COMMON 887317303 46,278 673,131 SH   SOLE   552,781 0 120,350
TIME WARNER CABLE COMMON 88732J207 34,772 193,857 SH   SOLE   178,007 0 15,850
TORO CO COMMON 891092108 8,974 127,222 SH   SOLE   74,912 1,310 51,000
TRI CONTL CORP COMMON 895436103 302 15,500 SH   SOLE   15,500 0 0
US BANCORP DEL COMMON 902973304 29,984 731,147 SH   SOLE   667,517 0 63,630
UNITED NAT FOODS COMMON 911163103 6,053 124,772 SH   SOLE   74,062 910 49,800
UNITED TECHNOLOGIES COMMON 913017109 34,047 382,588 SH   SOLE   349,988 0 32,600
VCA INC COMMON 918194101 10,323 196,065 SH   SOLE   121,575 1,490 73,000
VERINT SYS INC COMMON 92343X100 6,343 146,992 SH   SOLE   87,052 1,040 58,900
WAL MART STORES COMMON 931142103 64,677 997,489 SH   SOLE   850,789 0 146,700
WALGREENS BOOTS COMMON 931427108 35,724 429,895 SH   SOLE   321,395 0 108,500
WELLS FARGO COMMON 949746101 103,629 2,018,084 SH   SOLE   1,757,684 0 260,400
ALLERGAN SHARES G0177J108 54,910 202,016 SH   SOLE   186,620 0 15,396
ENDURANCE SPECIALTY SHARES G30397106 4,987 81,715 SH   SOLE   48,645 570 32,500
C&J ENERGY SVCS COMMON G3164Q101 762 216,383 SH   SOLE   131,153 1,430 83,800
TYCO INTL COMMON G91442106 11,754 351,272 SH   SOLE   254,072 0 97,200