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
Abbott Laboratories Common Stock 2824100 240 5,880 SH   SOLE NONE 0 0 5,880
Accenture Plc Common Stock G1151C101 210 2,600 SH   SOLE NONE 0 0 2,600
Aetna Inc. Common Stock 00817Y108 417 5,140 SH   SOLE NONE 0 0 5,140
Allstate Corp. Common Stock 20002101 64,191 1,093,164 SH   SOLE NONE 164,995 0 928,169
American Electric P Common Stock 25537101 48,774 874,548 SH   SOLE NONE 78,955 0 795,593
American Int'l Grou Common Stock 26874784 57,513 1,053,746 SH   SOLE NONE 95,080 0 958,666
Apple Inc. Common Stock 37833100 683 7,349 SH   SOLE NONE 2,807 0 4,542
Archer Daniels Midl Common Stock 39483102 45,943 1,041,545 SH   SOLE NONE 94,301 0 947,244
Arris Group Inc. Common Stock 04270V106 13,882 426,747 SH   SOLE NONE 173,740 0 253,007
Bed Bath & Beyond I Common Stock 75896100 6,485 113,027 SH   SOLE NONE 46,550 0 66,477
Bio-Reference Labor Common Stock 09057G602 316 10,443 SH   SOLE NONE 0 0 10,443
Blackrock Inc. Common Stock 09247X101 796 2,492 SH   SOLE NONE 1,483 0 1,009
Boeing Co. Common Stock 97023105 317 2,495 SH   SOLE NONE 0 0 2,495
Boston Properties I Common Stock 101121101 4,552 38,520 SH   SOLE NONE 15,960 0 22,560
Bristol-Myers Squib Common Stock 110122108 634 13,060 SH   SOLE NONE 11,000 0 2,060
C & J Energy Servic Common Stock 12467B304 345 10,209 SH   SOLE NONE 0 0 10,209
Cabot Oil & Gas Cor Common Stock 127097103 8,927 261,470 SH   SOLE NONE 108,240 0 153,230
Capital One Financi Common Stock 14040H105 54,058 654,455 SH   SOLE NONE 60,280 0 594,175
Celgene Corp. Common Stock 151020104 472 5,500 SH   SOLE NONE 0 0 5,500
CenterPoint Energy Common Stock 15189T107 342 13,399 SH   SOLE NONE 0 0 13,399
CenturyLink Inc. Common Stock 156700106 60,619 1,674,567 SH   SOLE NONE 229,785 0 1,444,782
CF Industries Holdi Common Stock 125269100 298 1,237 SH   SOLE NONE 0 0 1,237
Chevron Corp. Common Stock 166764100 68,969 528,296 SH   SOLE NONE 48,967 0 479,329
Cisco Systems Inc. Common Stock 17275R102 39,199 1,577,425 SH   SOLE NONE 144,340 0 1,433,085
Comerica Inc. Common Stock 200340107 9,830 195,965 SH   SOLE NONE 81,335 0 114,630
ConocoPhillips Common Stock 20825C104 71,878 838,422 SH   SOLE NONE 74,700 0 763,722
Cooper Cos. Common Stock 216648402 7,382 54,470 SH   SOLE NONE 22,450 0 32,020
CVS Caremark Corp. Common Stock 126650100 46,250 613,639 SH   SOLE NONE 55,130 0 558,509
Danaher Corp. Common Stock 235851102 41,126 522,367 SH   SOLE NONE 47,625 0 474,742
Devon Energy Corp. Common Stock 25179M103 629 7,920 SH   SOLE NONE 4,070 0 3,850
DeVry Education Gro Common Stock 251893103 5,513 130,210 SH   SOLE NONE 53,890 0 76,320
DIRECTV Common Stock 25490A309 404 4,755 SH   SOLE NONE 3,158 0 1,597
Discover Financial Common Stock 254709108 10,848 175,030 SH   SOLE NONE 72,490 0 102,540
Dover Corp. Common Stock 260003108 50,878 559,401 SH   SOLE NONE 78,755 0 480,646
E.I. DuPont de Nemo Common Stock 263534109 447 6,833 SH   SOLE NONE 3,712 0 3,121
East West Bancorp I Common Stock 27579R104 247 7,070 SH   SOLE NONE 0 0 7,070
eBay Inc. Common Stock 278642103 298 5,943 SH   SOLE NONE 0 0 5,943
Eli Lilly & Co. Common Stock 532457108 55,936 899,731 SH   SOLE NONE 80,940 0 818,791
EMC Corp. Common Stock 268648102 42,299 1,605,902 SH   SOLE NONE 148,244 0 1,457,658
ENSCO International Common Stock G3157S106 68,335 1,229,710 SH   SOLE NONE 157,745 0 1,071,965
Entergy Corp. Common Stock 29364G103 51,955 632,909 SH   SOLE NONE 56,280 0 576,629
Esterline Technolog Common Stock 297425100 465 4,042 SH   SOLE NONE 0 0 4,042
Everest Re Group Lt Common Stock G3223R108 9,300 57,945 SH   SOLE NONE 23,870 0 34,075
Express Scripts Inc Common Stock 30219G108 208 2,994 SH   SOLE NONE 0 0 2,994
FIDELITY ADVISOR LA Common Stock 315805747 245 9,321 SH   SOLE NONE 0 0 9,321
First Horizon Natio Common Stock 320517105 6,969 587,592 SH   SOLE NONE 243,987 0 343,605
FirstEnergy Corp. Common Stock 337932107 3,247 93,520 SH   SOLE NONE 38,890 0 54,630
Fluor Corp. Common Stock 343412102 54,942 714,455 SH   SOLE NONE 97,560 0 616,895
Ford Motor Co. Common Stock 345370860 505 29,315 SH   SOLE NONE 13,285 0 16,030
Franklin Resources Common Stock 354613101 53,131 918,590 SH   SOLE NONE 82,525 0 836,065
Freeport-McMoRan In Common Stock 35671D857 47,099 1,290,395 SH   SOLE NONE 116,240 0 1,174,155
General Dynamics Co Common Stock 369550108 53,171 456,205 SH   SOLE NONE 41,225 0 414,980
General Electric Co Common Stock 369604103 557 21,177 SH   SOLE NONE 9,425 0 11,752
Goldman Sachs Group Common Stock 38141G104 43,105 257,435 SH   SOLE NONE 23,335 0 234,100
Google Inc. (Cl A) Common Stock 38259P508 281 480 SH   SOLE NONE 0 0 480
Google Inc. (Cl C) Common Stock 38259P706 311 540 SH   SOLE NONE 0 0 540
Guess? Inc. Common Stock 401617105 3,980 147,390 SH   SOLE NONE 60,930 0 86,460
Hartford Financial Common Stock 416515104 55,490 1,549,580 SH   SOLE NONE 213,105 0 1,336,475
HCP Inc. Common Stock 40414L109 5,888 142,290 SH   SOLE NONE 58,890 0 83,400
Helen of Troy Corp. Common Stock G4388N106 457 7,540 SH   SOLE NONE 0 0 7,540
Hormel Foods Corp. Common Stock 440452100 8,740 177,100 SH   SOLE NONE 73,320 0 103,780
Hospira Inc. Common Stock 441060100 9,747 189,745 SH   SOLE NONE 78,535 0 111,210
Humana Inc. Common Stock 444859102 9,364 73,320 SH   SOLE NONE 30,310 0 43,010
I SHARES TR MSCI EA Common Stock 464287465 1,310 19,156 SH   SOLE NONE 0 0 19,156
Ingredion Incorpora Common Stock 457187102 8,422 112,235 SH   SOLE NONE 46,130 0 66,105
Intel Corp. Common Stock 458140100 54,034 1,748,678 SH   SOLE NONE 156,685 0 1,591,993
Investment Technolo Common Stock 46145F105 299 17,702 SH   SOLE NONE 0 0 17,702
J.M. Smucker Co. Common Stock 832696405 54,382 510,290 SH   SOLE NONE 70,385 0 439,905
Jabil Circuit Inc. Common Stock 466313103 7,950 380,381 SH   SOLE NONE 157,350 0 223,031
Johnson & Johnson Common Stock 478160104 57,550 550,090 SH   SOLE NONE 56,405 0 493,685
JPMorgan Chase & Co Common Stock 46625H100 69,447 1,205,251 SH   SOLE NONE 114,793 0 1,090,458
Kennametal Inc. Common Stock 489170100 7,846 169,530 SH   SOLE NONE 70,380 0 99,150
Kimberly-Clark Corp Common Stock 494368103 45,896 412,661 SH   SOLE NONE 38,470 0 374,191
KLA-Tencor Corp. Common Stock 482480100 8,308 114,370 SH   SOLE NONE 47,330 0 67,040
Kohl's Corp. Common Stock 500255104 49,716 943,741 SH   SOLE NONE 126,480 0 817,261
Kroger Co. Common Stock 501044101 493 9,968 SH   SOLE NONE 5,023 0 4,945
Lincoln National Co Common Stock 534187109 9,301 180,815 SH   SOLE NONE 74,870 0 105,945
Lowe's Cos. Common Stock 548661107 765 15,935 SH   SOLE NONE 12,000 0 3,935
Mack-Cali Realty Co Common Stock 554489104 3,449 160,550 SH   SOLE NONE 65,480 0 95,070
Marathon Oil Corp. Common Stock 565849106 59,489 1,490,205 SH   SOLE NONE 133,925 0 1,356,280
Mattel Inc. Common Stock 577081102 42,837 1,099,230 SH   SOLE NONE 99,030 0 1,000,200
McDonald's Corp. Common Stock 580135101 1,017 10,100 SH   SOLE NONE 10,100 0 0
Merck & Co Inc Common Stock 58933Y105 45,855 792,647 SH   SOLE NONE 80,530 0 712,117
MetLife Inc. Common Stock 59156R108 61,532 1,107,494 SH   SOLE NONE 103,790 0 1,003,704
Micron Technology I Common Stock 595112103 30,520 926,240 SH   SOLE NONE 83,080 0 843,160
Microsoft Corp. Common Stock 594918104 57,505 1,379,022 SH   SOLE NONE 122,840 0 1,256,182
Motorola Solutions Common Stock 620076307 7,122 106,980 SH   SOLE NONE 44,410 0 62,570
Murphy Oil Corp. Common Stock 626717102 57,889 870,778 SH   SOLE NONE 77,710 0 793,068
Myriad Genetics Inc Common Stock 62855J104 8,313 213,593 SH   SOLE NONE 87,520 0 126,073
National Oilwell Va Common Stock 637071101 62,267 756,130 SH   SOLE NONE 68,245 0 687,885
Newfield Exploratio Common Stock 651290108 7,899 178,710 SH   SOLE NONE 73,990 0 104,720
NextEra Energy Inc Common Stock 65339F101 375 3,655 SH   SOLE NONE 2,875 0 780
Norfolk Southern Co Common Stock 655844108 430 4,177 SH   SOLE NONE 0 0 4,177
Nucor Corp. Common Stock 670346105 44,026 893,935 SH   SOLE NONE 78,655 0 815,280
OGE Energy Corp. Common Stock 670837103 7,127 182,370 SH   SOLE NONE 75,490 0 106,880
ON Semiconductor Co Common Stock 682189105 7,043 770,540 SH   SOLE NONE 318,174 0 452,366
Oracle Corp. Common Stock 68389X105 47,691 1,176,682 SH   SOLE NONE 106,085 0 1,070,597
Parker Hannifin Cor Common Stock 701094104 8,348 66,400 SH   SOLE NONE 27,490 0 38,910
Patterson-UTI Energ Common Stock 703481101 9,317 266,648 SH   SOLE NONE 109,300 0 157,348
PepsiCo Inc. Common Stock 713448108 975 10,910 SH   SOLE NONE 7,790 0 3,120
PetSmart Inc. Common Stock 716768106 297 4,970 SH   SOLE NONE 0 0 4,970
Pfizer Inc. Common Stock 717081103 521 17,551 SH   SOLE NONE 13,950 0 3,601
Pinnacle West Capit Common Stock 723484101 5,715 98,815 SH   SOLE NONE 41,050 0 57,765
Pioneer Natural Res Common Stock 723787107 10,390 45,210 SH   SOLE NONE 18,800 0 26,410
priceline.com Inc. Common Stock 741503403 241 200 SH   SOLE NONE 200 0 0
ProLogis Inc. Common Stock 74340W103 5,174 125,910 SH   SOLE NONE 52,200 0 73,710
Public Service Ente Common Stock 744573106 54,681 1,340,544 SH   SOLE NONE 175,095 0 1,165,449
QUALCOMM Inc. Common Stock 747525103 415 5,235 SH   SOLE NONE 2,555 0 2,680
Regal-Beloit Corp. Common Stock 758750103 8,576 109,170 SH   SOLE NONE 43,960 0 65,210
Regency Centers Cor Common Stock 758849103 5,578 100,175 SH   SOLE NONE 41,490 0 58,685
Schlumberger Ltd. Common Stock 806857108 384 3,253 SH   SOLE NONE 1,968 0 1,285
Sensient Technologi Common Stock 81725T100 6,647 119,292 SH   SOLE NONE 49,722 0 69,570
Sonoco Products Co. Common Stock 835495102 8,183 186,280 SH   SOLE NONE 76,630 0 109,650
Southwest Airlines Common Stock 844741108 13,281 494,460 SH   SOLE NONE 204,700 0 289,760
SPDR S&P 500 ETF TR Common Stock 78462F103 1,242 6,347 SH   SOLE NONE 0 0 6,347
St. Jude Medical In Common Stock 790849103 51,793 747,920 SH   SOLE NONE 113,445 0 634,475
StanCorp Financial Common Stock 852891100 312 4,869 SH   SOLE NONE 0 0 4,869
Stanley Black & Dec Common Stock 854502101 42,192 480,440 SH   SOLE NONE 43,970 0 436,470
Staples Inc. Common Stock 855030102 5,310 489,890 SH   SOLE NONE 201,660 0 288,230
State Street Corp. Common Stock 857477103 53,201 790,973 SH   SOLE NONE 71,195 0 719,778
SunTrust Banks Inc. Common Stock 867914103 9,862 246,180 SH   SOLE NONE 101,890 0 144,290
Synaptics Inc. Common Stock 87157D109 668 7,366 SH   SOLE NONE 0 0 7,366
Tidewater Inc. Common Stock 886423102 8,205 146,120 SH   SOLE NONE 60,680 0 85,440
TRW Automotive Hold Common Stock 87264S106 11,656 130,210 SH   SOLE NONE 53,890 0 76,320
Twenty-First Centur Common Stock 90130A101 35,401 1,007,130 SH   SOLE NONE 92,130 0 915,000
Tyson Foods Inc. (C Common Stock 902494103 8,331 221,920 SH   SOLE NONE 91,360 0 130,560
United Technologies Common Stock 913017109 535 4,635 SH   SOLE NONE 2,745 0 1,890
United Therapeutics Common Stock 91307C102 302 3,415 SH   SOLE NONE 0 0 3,415
UnitedHealth Group Common Stock 91324P102 58,828 719,605 SH   SOLE NONE 64,948 0 654,657
Vaalco Energy Inc. Common Stock 91851C201 218 30,119 SH   SOLE NONE 0 0 30,119
VANGUARD EQUITY INC Common Stock 921921102 430 13,619 SH   SOLE NONE 0 0 13,619
Verizon Communicati Common Stock 92343V104 526 10,753 SH   SOLE NONE 5,425 0 5,328
VF Corp. Common Stock 918204108 47,613 755,764 SH   SOLE NONE 69,810 0 685,954
Visa Inc. Common Stock 92826C839 688 3,266 SH   SOLE NONE 1,818 0 1,448
W.R. Berkley Corp. Common Stock 84423102 8,124 175,420 SH   SOLE NONE 72,860 0 102,560
Walgreen Co. Common Stock 931422109 685 9,236 SH   SOLE NONE 4,919 0 4,317
Whirlpool Corp. Common Stock 963320106 51,419 369,333 SH   SOLE NONE 51,365 0 317,968
Whiting Petroleum C Common Stock 966387102 10,813 134,740 SH   SOLE NONE 55,870 0 78,870
Xcel Energy Inc. Common Stock 98389B100 6,915 214,550 SH   SOLE NONE 88,830 0 125,720
Xilinx Inc. Common Stock 983919101 8,240 174,170 SH   SOLE NONE 71,920 0 102,250
Zimmer Holdings Inc Common Stock 98956P102 9,339 89,915 SH   SOLE NONE 36,890 0 53,025
Zions Bancorp Common Stock 989701107 8,422 285,780 SH   SOLE NONE 118,320 0 167,460