AT&T INC COMMON 00206R102 54304 1386375 SH SOLE 1194380 0 191995 ABBOTT LABS COMMON 002824100 47360 1132196 SH SOLE 973196 0 159000 AGILENT TECHN COMMON 00846U101 18954 475632 SH SOLE 428732 0 46900 ALLSTATE CORP COMMON 020002101 35173 522092 SH SOLE 476742 0 45350 ALPHABET INC CLASS C 02079K107 26239 35222 SH SOLE 26853 0 8369 ALPHABET INC CLASS A 02079K305 27582 36154 SH SOLE 27404 0 8750 AMERICAN EXPRESS COMMON 025816109 16182 263550 SH SOLE 241050 0 22500 AMERN INTL GROUP COMMON 026874784 57497 1063771 SH SOLE 908671 0 155100 AMERISOURCE-BERGEN COMMON 03073E105 52382 605228 SH SOLE 552728 0 52500 ANIKA THERAPEUTICS COMMON 035255108 1703 38090 SH SOLE 14250 140 23700 APPLE INC COMMON 037833100 82704 758823 SH SOLE 629123 0 129700 BAKER HUGHES INC COMMON 057224107 31070 708865 SH SOLE 610265 0 98600 BANCFIRST CORP COMMON 05945F103 1195 20960 SH SOLE 9350 110 11500 BANK OF NEW YORK MEL COMMON 064058100 49084 1332719 SH SOLE 1144019 0 188700 BENCHMARK ELECTRS COMMON 08160H101 2127 92285 SH SOLE 41200 435 50650 BORG WARNER INC COMMON 099724106 38329 998144 SH SOLE 845594 0 152550 CBS CORPORATION CLASS B 124857202 30292 549872 SH SOLE 502372 0 47500 CALGON CARBON COMMON 129603106 2151 153455 SH SOLE 67800 755 84900 CELGENE CORP COMMON 151020104 30864 308366 SH SOLE 235166 0 73200 CENTENE CORP DEL COMMON 15135B101 39432 640440 SH SOLE 549540 0 90900 CHART INDS INC COMMON 16115Q308 1070 49275 SH SOLE 19650 200 29425 CHEESECAKE FACTORY COMMON 163072101 3161 59545 SH SOLE 26250 295 33000 CHEVRON CORP COMMON 166764100 53754 563460 SH SOLE 494760 0 68700 CISCO SYSTEMS INC COMMON 17275R102 55544 1950956 SH SOLE 1649756 0 301200 COMMTY HEALTH SYS COMMON 203668108 22787 1231040 SH SOLE 1123540 0 107500 CONOCOPHILLIPS COMMON 20825C104 28326 703395 SH SOLE 642053 0 61342 COOPER-STANDARD COMMON 21676P103 2212 30795 SH SOLE 13500 145 17150 DEERE & CO COMMON 244199105 39303 510501 SH SOLE 435701 0 74800 DICKS SPRTG GOODS COMMON 253393102 61962 1325385 SH SOLE 1119685 0 205700 WALT DISNEY CO COMMON 254687106 34524 347640 SH SOLE 263880 0 83760 DISCOVER FINL SVCS COMMON 254709108 58887 1156456 SH SOLE 1004156 0 152300 DOVER CORP COMMON 260003108 44929 698412 SH SOLE 606712 0 91700 EMC CORP MASS COMMON 268648102 49205 1846359 SH SOLE 1539559 0 306800 EOG RESOURCES INC COMMON 26875P101 58796 810090 SH SOLE 700090 0 110000 EPAM SYS INC COMMON 29414B104 2979 39890 SH SOLE 17800 190 21900 EXPEDIA INC COMMON 30212P303 15472 143500 SH SOLE 110100 0 33400 EXPRESS SCRIPTS COMMON 30219G108 61561 896208 SH SOLE 741706 0 154502 FEDERATED INVS INC CLASS B 314211103 19960 691840 SH SOLE 615840 150 75850 F5 NETWORKS INC COMMON 315616102 39408 372300 SH SOLE 312200 0 60100 FORWARD AIR CORP COMMON 349853101 3397 74960 SH SOLE 32250 360 42350 FREEPORT-MCMORAN COMMON 35671D857 21815 2109742 SH SOLE 1926242 0 183500 GSV CAPITAL CORP COMMON 36191J101 4114 211799 SH SOLE 211799 0 0 GENERAL ELECTRIC CO COMMON 369604103 99250 3122043 SH SOLE 2709343 0 412700 GILEAD SCIENCES INC COMMON 375558103 21086 229550 SH SOLE 173750 0 55800 GOLDMAN SACHS COMMON 38141G104 42457 270460 SH SOLE 231760 0 38700 HANCOCK HLDG CO COMMON 410120109 1101 47935 SH SOLE 21197 243 26495 HONEYWELL INTL INC COMMON 438516106 83174 742292 SH SOLE 632722 0 109570 INTEL CORP COMMON 458140100 79823 2467485 SH SOLE 2093685 0 373800 JPMORGAN CHASE COMMON 46625H100 83867 1416191 SH SOLE 1241496 0 174695 KENNAMETAL INC COMMON 489170100 12122 538987 SH SOLE 407887 0 131100 LAKELAND FINL CORP COMMON 511656100 2433 53150 SH SOLE 23600 250 29300 LANNETT CO INC COMMON 516012101 1053 58740 SH SOLE 18800 190 39750 LIBERTY ALL STAR ETY SH BEN INT 530158104 825 165903 SH SOLE 165903 0 0 LINDSAY CORP COMMON 535555106 2960 41335 SH SOLE 17850 185 23300 MVC CAPITAL COMMON 553829102 548 73435 SH SOLE 32900 335 40200 STEVEN MADDEN LTD COMMON 556269108 1851 49965 SH SOLE 22300 240 27425 MARATHON PETRO COMMON 56585A102 35314 949800 SH SOLE 810500 0 139300 MARRIOTT INTL INC CLASS A 571903202 16282 228750 SH SOLE 173450 0 55300 MEDNAX INC COMMON 58502B106 54590 844780 SH SOLE 698680 0 146100 MENTOR GRAPHICS COMMON 587200106 1199 58985 SH SOLE 25400 285 33300 MICROSOFT CORP COMMON 594918104 79030 1430923 SH SOLE 1174123 0 256800 MONSANTO CO COMMON 61166W101 11540 131525 SH SOLE 99725 0 31800 MYRIAD GENETICS INC COMMON 62855J104 2158 57645 SH SOLE 22300 245 35100 NAVIGATORS GROUP COMMON 638904102 2926 34889 SH SOLE 15309 180 19400 NEENAH PAPER COMMON 640079109 2082 32700 SH SOLE 14700 150 17850 NETSCOUT SYS INC COMMON 64115T104 1339 58285 SH SOLE 25700 285 32300 NEXTERA ENERGY INC COMMON 65339F101 47684 402943 SH SOLE 368043 0 34900 NORFOLK SOUTHERN COMMON 655844108 14556 174849 SH SOLE 132649 0 42200 OCCIDENTAL PETE COMMON 674599105 10557 154278 SH SOLE 117478 0 36800 ORACLE CORP COMMON 68389X105 44627 1090857 SH SOLE 928857 0 162000 OUTERWALL INC COMMON 690070107 1550 41900 SH SOLE 18250 150 23500 PRA GROUP INC COMMON 69354N106 2059 70045 SH SOLE 30300 345 39400 PAYPAL HLDGS INC COMMON 70450Y103 15726 407400 SH SOLE 309500 0 97900 PHILIP MORRIS INTL COMMON 718172109 22902 233433 SH SOLE 213933 0 19500 PRESTIGE BRANDS COMMON 74112D101 5110 95705 SH SOLE 46100 555 49050 PRICE T ROWE GRP COMMON 74144T108 47990 653285 SH SOLE 558185 0 95100 PUBLIC SVC ENTERPR COMMON 744573106 51451 1091449 SH SOLE 943249 0 148200 SANDISK CORP COMMON 80004C101 59847 786635 SH SOLE 671535 0 115100 SEMTECH CORP COMMON 816850101 2956 134445 SH SOLE 58700 645 75100 STARBUCKS CORP COMMON 855244109 26144 437930 SH SOLE 332930 0 105000 SUN HYDRAULICS COMMON 866942105 2232 67240 SH SOLE 28775 315 38150 SYNAPTICS INC COMMON 87157D109 3641 45665 SH SOLE 20200 215 25250 THL CREDIT INC COMMON 872438106 1083 100000 SH SOLE 100000 0 0 TTM TECHNOLOGIES COMMON 87305R109 1089 163750 SH SOLE 74000 750 89000 TARGET CORP COMMON 87612E106 7138 86750 SH SOLE 54650 0 32100 3M COMPANY COMMON 88579Y101 18599 111619 SH SOLE 84419 0 27200 TIME WARNER INC COMMON 887317303 42339 583585 SH SOLE 489335 0 94250 TIME WARNER CABLE COMMON 88732J207 33531 163869 SH SOLE 150019 0 13850 TORO CO COMMON 891092108 4368 50720 SH SOLE 23450 270 27000 TRI CONTL CORP COMMON 895436103 309 15500 SH SOLE 15500 0 0 US BANCORP DEL COMMON 902973304 25313 623629 SH SOLE 569699 0 53930 UNITED NAT FOODS COMMON 911163103 2246 55725 SH SOLE 24450 275 31000 UNITED TECHNOLOGIES COMMON 913017109 32576 325433 SH SOLE 297233 0 28200 VCA INC COMMON 918194101 5017 86960 SH SOLE 41950 460 44550 VERINT SYS INC COMMON 92343X100 2205 66070 SH SOLE 29050 320 36700 WAL MART STORES COMMON 931142103 56911 830938 SH SOLE 723138 0 107800 WALGREENS BOOTS COMMON 931427108 29467 349795 SH SOLE 268895 0 80900 WELLS FARGO & CO COMMON 949746101 84173 1740558 SH SOLE 1529558 0 211000 ALLERGAN PLC SHARES G0177J108 46611 173902 SH SOLE 160646 0 13256 ENDURANCE SPECIALTY ORDINARY G30397106 2367 36225 SH SOLE 15850 175 20200 C&J ENERGY SVCS COMMON G3164Q101 322 228395 SH SOLE 101000 995 126400