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
Accenture Plc Common Stock G1151C101 207 2,600 SH   SOLE NONE 0 0 2,600
Aetna Inc. Common Stock 00817Y108 325 4,335 SH   SOLE NONE 0 0 4,335
Allstate Corp. Common Stock 20002101 62,061 1,096,874 SH   SOLE NONE 169,380 0 927,494
American Electric P Common Stock 25537101 49,928 985,558 SH   SOLE NONE 93,740 0 891,818
American Int'l Grou Common Stock 26874784 47,919 958,196 SH   SOLE NONE 91,155 0 867,041
Apple Inc. Common Stock 37833100 537 1,001 SH   SOLE NONE 408 0 593
Archer Daniels Midl Common Stock 39483102 45,358 1,045,360 SH   SOLE NONE 97,621 0 947,739
Arris Group Inc. Common Stock 04270V106 11,880 421,585 SH   SOLE NONE 174,100 0 247,485
Bed Bath & Beyond I Common Stock 75896100 7,707 112,027 SH   SOLE NONE 46,600 0 65,427
Bio-Reference Labor Common Stock 09057G602 226 8,180 SH   SOLE NONE 0 0 8,180
Blackrock Inc. Common Stock 09247X101 664 2,112 SH   SOLE NONE 1,390 0 722
Boeing Co. Common Stock 97023105 270 2,150 SH   SOLE NONE 0 0 2,150
Boston Properties I Common Stock 101121101 4,377 38,220 SH   SOLE NONE 15,960 0 22,260
Bristol-Myers Squib Common Stock 110122108 678 13,050 SH   SOLE NONE 11,000 0 2,050
C & J Energy Servic Common Stock 12467B304 271 9,305 SH   SOLE NONE 0 0 9,305
Cabot Oil & Gas Cor Common Stock 127097103 8,794 259,570 SH   SOLE NONE 108,440 0 151,130
Capital One Financi Common Stock 14040H105 51,171 663,180 SH   SOLE NONE 64,275 0 598,905
Celgene Corp. Common Stock 151020104 356 2,548 SH   SOLE NONE 0 0 2,548
CenterPoint Energy Common Stock 15189T107 235 9,914 SH   SOLE NONE 0 0 9,914
CenturyLink Inc. Common Stock 156700106 63,982 1,948,302 SH   SOLE NONE 262,105 0 1,686,197
CF Industries Holdi Common Stock 125269100 272 1,045 SH   SOLE NONE 0 0 1,045
Chevron Corp. Common Stock 166764100 62,063 521,934 SH   SOLE NONE 51,325 0 470,609
Cisco Systems Inc. Common Stock 17275R102 34,523 1,540,189 SH   SOLE NONE 146,650 0 1,393,539
Cliffs Natural Reso Common Stock 18683K101 3,062 149,655 SH   SOLE NONE 62,595 0 87,060
Coach Inc. Common Stock 189754104 277 5,572 SH   SOLE NONE 0 0 5,572
Comerica Inc. Common Stock 200340107 10,078 194,565 SH   SOLE NONE 81,485 0 113,080
ConocoPhillips Common Stock 20825C104 59,394 844,262 SH   SOLE NONE 80,435 0 763,827
Cooper Cos. Common Stock 216648402 7,420 54,020 SH   SOLE NONE 22,450 0 31,570
CVS Caremark Corp. Common Stock 126650100 45,986 614,294 SH   SOLE NONE 57,810 0 556,484
Danaher Corp. Common Stock 235851102 49,224 656,322 SH   SOLE NONE 61,710 0 594,612
Deere & Co. Common Stock 244199105 409 4,499 SH   SOLE NONE 2,366 0 2,133
Devon Energy Corp. Common Stock 25179M103 508 7,590 SH   SOLE NONE 4,155 0 3,435
DeVry Education Gro Common Stock 251893103 5,481 129,300 SH   SOLE NONE 53,990 0 75,310
DIRECTV Common Stock 25490A309 368 4,820 SH   SOLE NONE 3,203 0 1,617
Discover Financial Common Stock 254709108 10,109 173,730 SH   SOLE NONE 72,590 0 101,140
Dover Corp. Common Stock 260003108 51,434 629,161 SH   SOLE NONE 87,940 0 541,221
E.I. DuPont de Nemo Common Stock 263534109 462 6,883 SH   SOLE NONE 4,072 0 2,811
East West Bancorp I Common Stock 27579R104 249 6,810 SH   SOLE NONE 0 0 6,810
eBay Inc. Common Stock 278642103 304 5,508 SH   SOLE NONE 0 0 5,508
Eli Lilly & Co. Common Stock 532457108 53,109 902,286 SH   SOLE NONE 85,500 0 816,786
EMC Corp. Common Stock 268648102 40,520 1,478,307 SH   SOLE NONE 142,764 0 1,335,543
ENSCO International Common Stock G3157S106 56,548 1,071,385 SH   SOLE NONE 100,120 0 971,265
Entergy Corp. Common Stock 29364G103 46,251 691,859 SH   SOLE NONE 66,165 0 625,694
Esterline Technolog Common Stock 297425100 343 3,216 SH   SOLE NONE 0 0 3,216
Everest Re Group Lt Common Stock G3223R108 8,792 57,445 SH   SOLE NONE 23,930 0 33,515
Express Scripts Inc Common Stock 30219G108 223 2,965 SH   SOLE NONE 0 0 2,965
First Horizon Natio Common Stock 320517105 7,199 583,352 SH   SOLE NONE 244,387 0 338,965
FirstEnergy Corp. Common Stock 337932107 3,159 92,820 SH   SOLE NONE 38,940 0 53,880
Fluor Corp. Common Stock 343412102 55,292 711,340 SH   SOLE NONE 100,125 0 611,215
Franklin Resources Common Stock 354613101 42,640 787,005 SH   SOLE NONE 74,700 0 712,305
Freeport-McMoRan Co Common Stock 35671D857 39,680 1,199,890 SH   SOLE NONE 113,375 0 1,086,515
General Dynamics Co Common Stock 369550108 49,826 457,455 SH   SOLE NONE 43,695 0 413,760
General Electric Co Common Stock 369604103 512 19,767 SH   SOLE NONE 9,540 0 10,227
Goldman Sachs Group Common Stock 38141G104 42,014 256,415 SH   SOLE NONE 24,285 0 232,130
Google Inc. (Cl A) Common Stock 38259P508 523 469 SH   SOLE NONE 255 0 214
Guess? Inc. Common Stock 401617105 4,037 146,250 SH   SOLE NONE 61,050 0 85,200
Hartford Financial Common Stock 416515104 49,286 1,397,405 SH   SOLE NONE 206,405 0 1,191,000
HCP Inc. Common Stock 40414L109 5,481 141,290 SH   SOLE NONE 59,040 0 82,250
Helen of Troy Corp. Common Stock G4388N106 426 6,153 SH   SOLE NONE 0 0 6,153
Hormel Foods Corp. Common Stock 440452100 8,865 179,930 SH   SOLE NONE 74,690 0 105,240
Hospira Inc. Common Stock 441060100 8,148 188,385 SH   SOLE NONE 78,685 0 109,700
Humana Inc. Common Stock 444859102 8,205 72,790 SH   SOLE NONE 30,360 0 42,430
Ingredion Incorpora Common Stock 457187102 7,387 108,500 SH   SOLE NONE 45,350 0 63,150
Intel Corp. Common Stock 458140100 45,463 1,761,182 SH   SOLE NONE 165,380 0 1,595,802
Investment Technolo Common Stock 46145F105 277 13,691 SH   SOLE NONE 0 0 13,691
J.M. Smucker Co. Common Stock 832696405 48,761 501,455 SH   SOLE NONE 72,055 0 429,400
Jabil Circuit Inc. Common Stock 466313103 8,574 476,328 SH   SOLE NONE 197,896 0 278,432
Johnson & Johnson Common Stock 478160104 57,912 589,560 SH   SOLE NONE 62,235 0 527,325
JPMorgan Chase & Co Common Stock 46625H100 73,566 1,211,756 SH   SOLE NONE 121,748 0 1,090,008
Kellogg Co. Common Stock 487836108 30,822 491,505 SH   SOLE NONE 46,730 0 444,775
Kennametal Inc. Common Stock 489170100 7,459 168,370 SH   SOLE NONE 70,530 0 97,840
Kimberly-Clark Corp Common Stock 494368103 45,378 411,593 SH   SOLE NONE 39,985 0 371,608
KLA-Tencor Corp. Common Stock 482480100 7,853 113,580 SH   SOLE NONE 47,430 0 66,150
Knowles Corp Common Stock 49926D109 1,443 45,695 SH   SOLE NONE 18,825 0 26,870
Kohl's Corp. Common Stock 500255104 50,603 890,891 SH   SOLE NONE 125,005 0 765,886
Kroger Co. Common Stock 501044101 408 9,353 SH   SOLE NONE 5,078 0 4,275
Lincoln National Co Common Stock 534187109 9,098 179,555 SH   SOLE NONE 75,020 0 104,535
Lowe's Cos. Common Stock 548661107 748 15,300 SH   SOLE NONE 12,000 0 3,300
Mack-Cali Realty Co Common Stock 554489104 3,287 158,105 SH   SOLE NONE 65,580 0 92,525
Marathon Oil Corp. Common Stock 565849106 52,639 1,481,940 SH   SOLE NONE 141,340 0 1,340,600
Mattel Inc. Common Stock 577081102 32,190 802,545 SH   SOLE NONE 75,745 0 726,800
McDonald's Corp. Common Stock 580135101 990 10,100 SH   SOLE NONE 10,100 0 0
Merck & Co Inc Common Stock 58933Y105 45,154 795,382 SH   SOLE NONE 83,920 0 711,462
MetLife Inc. Common Stock 59156R108 56,186 1,064,129 SH   SOLE NONE 105,445 0 958,684
Micron Technology I Common Stock 595112103 31,343 1,324,740 SH   SOLE NONE 123,645 0 1,201,095
Microsoft Corp. Common Stock 594918104 57,135 1,393,887 SH   SOLE NONE 130,080 0 1,263,807
Motorola Solutions Common Stock 620076307 6,827 106,190 SH   SOLE NONE 44,460 0 61,730
Murphy Oil Corp. Common Stock 626717102 59,981 954,203 SH   SOLE NONE 121,925 0 832,278
Myriad Genetics Inc Common Stock 62855J104 7,215 211,030 SH   SOLE NONE 87,670 0 123,360
National Oilwell Va Common Stock 637071101 52,200 670,350 SH   SOLE NONE 63,665 0 606,685
Newfield Exploratio Common Stock 651290108 5,562 177,360 SH   SOLE NONE 74,090 0 103,270
NextEra Energy Inc Common Stock 65339F101 364 3,810 SH   SOLE NONE 2,910 0 900
Norfolk Southern Co Common Stock 655844108 373 3,835 SH   SOLE NONE 0 0 3,835
Nucor Corp. Common Stock 670346105 32,133 635,795 SH   SOLE NONE 60,415 0 575,380
OGE Energy Corp. Common Stock 670837103 6,657 181,090 SH   SOLE NONE 75,640 0 105,450
ON Semiconductor Co Common Stock 682189105 7,186 764,500 SH   SOLE NONE 318,764 0 445,736
Oracle Corp. Common Stock 68389X105 44,661 1,091,692 SH   SOLE NONE 103,895 0 987,797
Parker Hannifin Cor Common Stock 701094104 7,896 65,960 SH   SOLE NONE 27,540 0 38,420
Patterson-UTI Energ Common Stock 703481101 9,754 307,887 SH   SOLE NONE 128,210 0 179,677
PepsiCo Inc. Common Stock 713448108 892 10,680 SH   SOLE NONE 7,815 0 2,865
Pfizer Inc. Common Stock 717081103 532 16,551 SH   SOLE NONE 13,950 0 2,601
Pinnacle West Capit Common Stock 723484101 5,360 98,065 SH   SOLE NONE 41,100 0 56,965
Pioneer Natural Res Common Stock 723787107 11,117 59,405 SH   SOLE NONE 24,865 0 34,540
priceline.com Inc. Common Stock 741503403 238 200 SH   SOLE NONE 200 0 0
ProLogis Inc. Common Stock 74340W103 5,104 125,010 SH   SOLE NONE 52,300 0 72,710
Public Service Ente Common Stock 744573106 57,004 1,494,589 SH   SOLE NONE 193,890 0 1,300,699
QUALCOMM Inc. Common Stock 747525103 396 5,020 SH   SOLE NONE 2,595 0 2,425
Regal-Beloit Corp. Common Stock 758750103 6,057 83,305 SH   SOLE NONE 34,120 0 49,185
Regency Centers Cor Common Stock 758849103 5,077 99,435 SH   SOLE NONE 41,540 0 57,895
Schlumberger Ltd. Common Stock 806857108 291 2,988 SH   SOLE NONE 0 0 2,988
Sensient Technologi Common Stock 81725T100 6,683 118,472 SH   SOLE NONE 49,772 0 68,700
Sonoco Products Co. Common Stock 835495102 5,580 136,040 SH   SOLE NONE 56,830 0 79,210
Southwest Airlines Common Stock 844741108 11,590 490,900 SH   SOLE NONE 205,050 0 285,850
SPDR S&P 500 ETF TR Common Stock 78462F103 1,187 6,347 SH   SOLE NONE 0 0 6,347
St. Jude Medical In Common Stock 790849103 57,274 875,890 SH   SOLE NONE 128,380 0 747,510
StanCorp Financial Common Stock 852891100 250 3,739 SH   SOLE NONE 0 0 3,739
Stanley Black & Dec Common Stock 854502101 44,152 543,470 SH   SOLE NONE 51,490 0 491,980
Staples Inc. Common Stock 855030102 5,560 490,288 SH   SOLE NONE 204,910 0 285,378
State Street Corp. Common Stock 857477103 48,455 696,693 SH   SOLE NONE 66,075 0 630,618
SunTrust Banks Inc. Common Stock 867914103 9,725 244,410 SH   SOLE NONE 102,090 0 142,320
Synaptics Inc. Common Stock 87157D109 352 5,865 SH   SOLE NONE 0 0 5,865
Tidewater Inc. Common Stock 886423102 3,413 70,190 SH   SOLE NONE 29,480 0 40,710
TRW Automotive Hold Common Stock 87264S106 10,553 129,300 SH   SOLE NONE 53,990 0 75,310
Twenty-First Centur Common Stock 90130A101 25,860 808,880 SH   SOLE NONE 77,230 0 731,650
Tyson Foods Inc. (C Common Stock 902494103 9,697 220,340 SH   SOLE NONE 91,510 0 128,830
United Technologies Common Stock 913017109 485 4,150 SH   SOLE NONE 2,765 0 1,385
United Therapeutics Common Stock 91307C102 255 2,715 SH   SOLE NONE 0 0 2,715
UnitedHealth Group Common Stock 91324P102 54,555 665,390 SH   SOLE NONE 63,033 0 602,357
Verizon Communicati Common Stock 92343V104 480 10,098 SH   SOLE NONE 5,460 0 4,638
VF Corp. Common Stock 918204108 46,795 756,229 SH   SOLE NONE 73,830 0 682,399
Visa Inc. Common Stock 92826C839 721 3,338 SH   SOLE NONE 1,835 0 1,503
W.R. Berkley Corp. Common Stock 84423102 7,250 174,190 SH   SOLE NONE 73,010 0 101,180
Walgreen Co. Common Stock 931422109 650 9,841 SH   SOLE NONE 5,439 0 4,402
Whirlpool Corp. Common Stock 963320106 8,303 55,550 SH   SOLE NONE 23,240 0 32,310
Whiting Petroleum C Common Stock 966387102 9,281 133,750 SH   SOLE NONE 55,970 0 77,780
Xcel Energy Inc. Common Stock 98389B100 6,467 213,020 SH   SOLE NONE 88,980 0 124,040
Xilinx Inc. Common Stock 983919101 8,880 163,620 SH   SOLE NONE 68,570 0 95,050
Zimmer Holdings Inc Common Stock 98956P102 8,446 89,295 SH   SOLE NONE 36,990 0 52,305
Zions Bancorp Common Stock 989701107 8,788 283,680 SH   SOLE NONE 118,520 0 165,160