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 Laboratories COM 002824100 256 6,680 SH   SOLE   0 0 6,680
Accenture Plc COM G1151C101 214 2,600 SH   SOLE   0 0 2,600
Aetna Inc. COM 00817Y108 336 4,905 SH   SOLE   0 0 4,905
Allstate Corp. COM 020002101 57,586 1,055,849 SH   SOLE   170,190 0 885,659
American Electric P COM 025537101 46,493 994,708 SH   SOLE   98,750 0 895,958
American Int'l Grou COM 026874784 45,992 900,916 SH   SOLE   89,235 0 811,681
Apache Corp. COM 037411105 241 2,800 SH   SOLE   0 0 2,800
Apple Inc. COM 037833100 631 1,124 SH   SOLE   411 0 713
Archer Daniels Midl COM 039483102 45,838 1,056,175 SH   SOLE   103,611 0 952,564
Arris Group Inc. COM 04270V106 10,403 427,410 SH   SOLE   174,840 0 252,570
Bed Bath & Beyond I COM 075896100 7,595 94,580 SH   SOLE   38,980 0 55,600
Bio-Reference Labor COM 09057G602 224 8,755 SH   SOLE   0 0 8,755
Blackrock Inc. COM 09247X101 710 2,244 SH   SOLE   1,395 0 849
Boeing Co. COM 097023105 343 2,515 SH   SOLE   0 0 2,515
Boston Properties I COM 101121101 3,861 38,470 SH   SOLE   16,010 0 22,460
Bristol-Myers Squib COM 110122108 694 13,050 SH   SOLE   11,000 0 2,050
C & J Energy Servic COM 12467B304 231 10,010 SH   SOLE   0 0 10,010
Cabot Oil & Gas Cor COM 127097103 10,133 261,420 SH   SOLE   108,790 0 152,630
Capital One Financi COM 14040H105 51,703 674,885 SH   SOLE   68,165 0 606,720
Celgene Corp. COM 151020104 448 2,654 SH   SOLE   0 0 2,654
CenterPoint Energy COM 15189T107 238 10,264 SH   SOLE   0 0 10,264
CenturyLink Inc. COM 156700106 62,384 1,958,667 SH   SOLE   269,745 0 1,688,922
CF Industries Holdi COM 125269100 283 1,216 SH   SOLE   0 0 1,216
Chevron Corp. COM 166764100 57,497 460,311 SH   SOLE   46,815 0 413,496
Cisco Systems Inc. COM 17275R102 34,849 1,553,694 SH   SOLE   155,100 0 1,398,594
Cliffs Natural Reso COM 18683K101 3,950 150,705 SH   SOLE   62,795 0 87,910
Coach Inc. COM 189754104 311 5,537 SH   SOLE   0 0 5,537
Comerica Inc. COM 200340107 9,314 195,915 SH   SOLE   81,735 0 114,180
ConocoPhillips COM 20825C104 45,785 648,047 SH   SOLE   63,585 0 584,462
CVS Caremark Corp. COM 126650100 56,589 790,679 SH   SOLE   77,865 0 712,814
Danaher Corp. COM 235851102 51,415 666,002 SH   SOLE   65,210 0 600,792
Deere & Co. COM 244199105 444 4,864 SH   SOLE   2,436 0 2,428
Devon Energy Corp. COM 25179M103 498 8,055 SH   SOLE   4,175 0 3,880
DeVry Education Gro COM 251893103 4,622 130,200 SH   SOLE   54,190 0 76,010
DIRECTV COM 25490A309 385 5,580 SH   SOLE   3,213 0 2,367
Discover Financial COM 254709108 9,790 174,980 SH   SOLE   72,840 0 102,140
Dover Corp. COM 260003108 58,355 604,461 SH   SOLE   86,945 0 517,516
E.I. DuPont de Nemo COM 263534109 474 7,293 SH   SOLE   4,102 0 3,191
East West Bancorp I COM 27579R104 263 7,530 SH   SOLE   91,590 0 2,240
eBay Inc. COM 278642103 331 6,028 SH   SOLE   0 0 6,028
Eli Lilly & Co. COM 532457108 46,773 917,111 SH   SOLE   0 0 917,111
EMC Corp. COM 268648102 37,742 1,500,662 SH   SOLE   151,884 0 1,348,778
ENSCO International COM G3157S106 43,289 757,060 SH   SOLE   75,550 0 681,510
Entergy Corp. COM 29364G103 44,076 696,634 SH   SOLE   69,155 0 627,479
Esterline Technolog COM 297425100 347 3,406 SH   SOLE   0 0 3,406
Everest Re Group Lt COM G3223R108 9,040 57,995 SH   SOLE   24,010 0 33,985
Express Scripts Inc COM 30219G108 305 4,345 SH   SOLE   0 0 4,345
Exxon Mobil Corp. COM 30231G102 45,544 450,036 SH   SOLE   45,787 0 404,249
Fifth Third Bancorp COM 316773100 38,519 1,831,625 SH   SOLE   182,135 0 1,649,490
First Horizon Natio COM 320517105 6,843 587,402 SH   SOLE   245,137 0 342,265
FirstEnergy Corp. COM 337932107 3,083 93,470 SH   SOLE   39,090 0 54,380
Fluor Corp. COM 343412102 57,664 718,200 SH   SOLE   104,055 0 614,145
Freeport-McMoRan Co COM 35671D857 45,728 1,211,665 SH   SOLE   120,235 0 1,091,430
General Dynamics Co COM 369550108 51,363 537,549 SH   SOLE   52,055 0 485,494
General Electric Co COM 369604103 568 20,281 SH   SOLE   9,425 0 10,856
Goldman Sachs Group COM 38141G104 41,002 231,310 SH   SOLE   22,825 0 208,485
Google Inc. (Cl A) COM 38259P508 578 516 SH   SOLE   256 0 260
Guess? Inc. COM 401617105 4,583 147,490 SH   SOLE   61,300 0 86,190
Hartford Financial COM 416515104 51,116 1,410,880 SH   SOLE   214,255 0 1,196,625
HCP Inc. COM 40414L109 5,168 142,290 SH   SOLE   59,190 0 83,100
Helen of Troy Corp. COM G4388N106 355 7,188 SH   SOLE   0 0 7,188
Hormel Foods Corp. COM 440452100 8,203 181,610 SH   SOLE   75,020 0 106,590
Hospira Inc. COM 441060100 7,832 189,735 SH   SOLE   78,935 0 110,800
Humana Inc. COM 444859102 9,236 89,480 SH   SOLE   37,380 0 52,100
I SHARES TR MSCI EA COM 464287465 1,285 19,156 SH   SOLE   0 0 19,156
Ingredion Incorpora COM 457187102 7,397 108,050 SH   SOLE   44,700 0 63,350
Intel Corp. COM 458140100 46,077 1,775,265 SH   SOLE   173,620 0 1,601,645
Investment Technolo COM 46145F105 301 14,621 SH   SOLE   0 0 14,621
J.M. Smucker Co. COM 832696405 40,496 390,815 SH   SOLE   38,865 0 351,950
Jabil Circuit Inc. COM 466313103 8,431 483,434 SH   SOLE   198,196 0 285,238
Johnson & Johnson COM 478160104 47,311 516,557 SH   SOLE   57,750 0 458,807
JPMorgan Chase & Co COM 46625H100 66,605 1,138,931 SH   SOLE   121,058 0 1,017,873
Kennametal Inc. COM 489170100 8,816 169,320 SH   SOLE   70,530 0 98,790
Kimberly-Clark Corp COM 494368103 43,609 417,468 SH   SOLE   43,155 0 374,313
KLA-Tencor Corp. COM 482480100 7,373 114,380 SH   SOLE   47,580 0 66,800
Kohl's Corp. COM 500255104 51,037 899,336 SH   SOLE   129,465 0 769,871
Lincoln National Co COM 534187109 9,333 180,805 SH   SOLE   75,220 0 105,585
Lowe's Cos. COM 548661107 758 15,300 SH   SOLE   12,000 0 3,300
Mack-Cali Realty Co COM 554489104 3,386 157,630 SH   SOLE   65,830 0 91,800
Marathon Oil Corp. COM 565849106 49,308 1,396,835 SH   SOLE   137,270 0 1,259,565
McDonald's Corp. COM 580135101 980 10,100 SH   SOLE   10,100 0 0
McKesson Corp. COM 58155Q103 20,888 129,418 SH   SOLE   12,815 0 116,603
Merck & Co Inc COM 58933Y105 52,303 1,045,022 SH   SOLE   111,100 0 933,922
MetLife Inc. COM 59156R108 57,857 1,073,014 SH   SOLE   110,525 0 962,489
Micron Technology I COM 595112103 34,681 1,594,530 SH   SOLE   162,155 0 1,432,375
Microsoft Corp. COM 594918104 52,694 1,408,567 SH   SOLE   138,180 0 1,270,387
Motorola Solutions COM 620076307 7,218 106,940 SH   SOLE   44,610 0 62,330
Murphy Oil Corp. COM 626717102 51,210 789,298 SH   SOLE   109,765 0 679,533
Myriad Genetics Inc COM 62855J104 4,468 212,980 SH   SOLE   87,970 0 125,010
National Oilwell Va COM 637071101 47,085 592,040 SH   SOLE   58,160 0 533,880
Newfield Exploratio COM 651290108 4,400 178,660 SH   SOLE   74,340 0 104,320
NextEra Energy Inc COM 65339F101 404 4,715 SH   SOLE   2,920 0 1,795
Norfolk Southern Co COM 655844108 337 3,628 SH   SOLE   0 0 3,628
Nucor Corp. COM 670346105 34,162 639,970 SH   SOLE   62,705 0 577,265
OGE Energy Corp. COM 670837103 6,181 182,340 SH   SOLE   75,840 0 106,500
ON Semiconductor Co COM 682189105 6,356 771,310 SH   SOLE   320,064 0 451,246
Oracle Corp. COM 68389X105 42,220 1,103,497 SH   SOLE   110,505 0 992,992
Parker Hannifin Cor COM 701094104 8,543 66,410 SH   SOLE   27,640 0 38,770
Patterson-UTI Energ COM 703481101 7,850 310,022 SH   SOLE   128,610 0 181,412
PepsiCo Inc. COM 713448108 921 11,110 SH   SOLE   7,875 0 3,235
Pfizer Inc. COM 717081103 507 16,551 SH   SOLE   13,950 0 2,601
Pinnacle West Capit COM 723484101 5,227 98,765 SH   SOLE   41,250 0 57,515
Pioneer Natural Res COM 723787107 11,018 59,855 SH   SOLE   24,965 0 34,890
priceline.com Inc. COM 741503403 232 200 SH   SOLE   200 0 0
ProLogis Inc. COM 74340W103 4,651 125,860 SH   SOLE   52,450 0 73,410
Public Service Ente COM 744573106 48,476 1,512,969 SH   SOLE   204,400 0 1,308,569
QUALCOMM Inc. COM 747525103 395 5,315 SH   SOLE   0 0 5,315
Regal-Beloit Corp. COM 758750103 6,203 84,145 SH   SOLE   34,320 0 49,825
Regency Centers Cor COM 758849103 4,639 100,185 SH   SOLE   41,690 0 58,495
Schlumberger Ltd. COM 806857108 305 3,383 SH   SOLE   0 0 3,383
Sensient Technologi COM 81725T100 5,792 119,372 SH   SOLE   49,872 0 69,500
Sonoco Products Co. COM 835495102 5,717 137,040 SH   SOLE   57,030 0 80,010
Southwest Airlines COM 844741108 9,316 494,500 SH   SOLE   205,800 0 288,700
St. Jude Medical In COM 790849103 63,867 1,030,945 SH   SOLE   146,480 0 884,465
StanCorp Financial COM 852891100 264 3,989 SH   SOLE   0 0 3,989
Stanley Black & Dec COM 854502101 41,079 509,095 SH   SOLE   50,590 0 458,505
Staples Inc. COM 855030102 36,807 2,316,363 SH   SOLE   384,040 0 1,932,323
State Street Corp. COM 857477103 51,642 703,663 SH   SOLE   69,245 0 634,418
SunTrust Banks Inc. COM 867914103 9,059 246,110 SH   SOLE   102,390 0 143,720
Symantec Corp. COM 871503108 8,468 359,110 SH   SOLE   149,790 0 209,320
Synaptics Inc. COM 87157D109 339 6,535 SH   SOLE   0 0 6,535
Tidewater Inc. COM 886423102 4,190 70,690 SH   SOLE   29,580 0 41,110
Travelers Cos. Inc. COM 89417E109 27,559 304,388 SH   SOLE   30,120 0 274,268
TRW Automotive Hold COM 87264S106 9,686 130,200 SH   SOLE   54,190 0 76,010
Tyson Foods Inc. (C COM 902494103 11,826 353,440 SH   SOLE   147,410 0 206,030
United Technologies COM 913017109 519 4,565 SH   SOLE   2,775 0 1,790
United Therapeutics COM 91307C102 319 2,825 SH   SOLE   0 0 2,825
UnitedHealth Group COM 91324P102 55,263 733,910 SH   SOLE   73,050 0 660,860
Verizon Communicati COM 92343V104 555 11,303 SH   SOLE   5,480 0 5,823
VF Corp. COM 918204108 47,477 761,579 SH   SOLE   75,800 0 685,779
Visa Inc. COM 92826C839 825 3,703 SH   SOLE   1,840 0 1,863
W.R. Berkley Corp. COM 084423102 7,608 175,340 SH   SOLE   73,210 0 102,130
Walgreen Co. COM 931422109 621 10,811 SH   SOLE   5,459 0 5,352
Whirlpool Corp. COM 963320106 8,776 55,950 SH   SOLE   23,340 0 32,610
Whiting Petroleum C COM 966387102 8,331 134,650 SH   SOLE   56,120 0 78,530
Xcel Energy Inc. COM 98389B100 5,994 214,520 SH   SOLE   89,280 0 125,240
Xilinx Inc. COM 983919101 7,566 164,770 SH   SOLE   68,770 0 96,000
Zimmer Holdings Inc COM 98956P102 8,377 89,895 SH   SOLE   37,090 0 52,805
Zions Bancorp COM 989701107 8,559 285,680 SH   SOLE   118,870 0 166,810