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
Abbvie Inc Common Stock 00287Y109 379 6,960 SH   SOLE NONE 0 0 6,960
Accenture Plc Common Stock G1151C101 255 2,600 SH   SOLE NONE 2,400 0 200
Aetna Inc. Common Stock 00817Y108 382 3,495 SH   SOLE NONE 0 0 3,495
Allstate Corp. Common Stock 20002101 40,194 690,136 SH   SOLE NONE 296,131 0 394,005
Alphabet Inc. (Cl A Common Stock 38259P508 294 460 SH   SOLE NONE 398 0 62
Alphabet Inc. (Cl C Common Stock 02079K107 448 737 SH   SOLE NONE 0 0 737
American Electric P Common Stock 25537101 32,729 575,603 SH   SOLE NONE 280,435 0 295,168
American Int'l Grou Common Stock 26874784 44,281 779,329 SH   SOLE NONE 379,600 0 399,729
Apple Inc. Common Stock 37833100 791 7,171 SH   SOLE NONE 3,105 0 4,066
Archer Daniels Midl Common Stock 39483102 35,086 846,473 SH   SOLE NONE 412,111 0 434,362
Arris Group Inc. Common Stock 04270V106 5,663 218,054 SH   SOLE NONE 16,245 0 201,809
Bed Bath & Beyond I Common Stock 75896100 4,649 81,535 SH   SOLE NONE 6,130 0 75,405
Blackrock Inc. Common Stock 09247X101 743 2,498 SH   SOLE NONE 1,533 0 965
Boeing Co. Common Stock 97023105 576 4,395 SH   SOLE NONE 2,505 0 1,890
Boston Properties I Common Stock 101121101 2,788 23,550 SH   SOLE NONE 0 0 23,550
Bristol-Myers Squib Common Stock 110122108 740 12,500 SH   SOLE NONE 9,500 0 3,000
Broadcom Corp. Common Stock 111320107 22,690 441,187 SH   SOLE NONE 168,685 0 272,502
Cabot Oil & Gas Cor Common Stock 127097103 3,483 159,320 SH   SOLE NONE 10,050 0 149,270
Capital One Financi Common Stock 14040H105 33,754 465,438 SH   SOLE NONE 227,527 0 237,911
Celgene Corp. Common Stock 151020104 443 4,099 SH   SOLE NONE 2,039 0 2,060
CenterPoint Energy Common Stock 15189T107 305 16,915 SH   SOLE NONE 0 0 16,915
CenturyLink Inc. Common Stock 156700106 44,077 1,754,665 SH   SOLE NONE 776,988 0 977,677
Chevron Corp. Common Stock 166764100 43,796 555,229 SH   SOLE NONE 270,969 0 284,260
CIGNA Corp. Common Stock 125509109 4,365 32,330 SH   SOLE NONE 2,030 0 30,300
Cisco Systems Inc. Common Stock 17275R102 41,147 1,567,490 SH   SOLE NONE 763,145 0 804,345
Citigroup Inc. Common Stock 172967424 38,914 784,400 SH   SOLE NONE 383,145 0 401,255
Citrix Systems Inc. Common Stock 177376100 5,838 84,260 SH   SOLE NONE 5,350 0 78,910
Comerica Inc. Common Stock 200340107 4,929 119,915 SH   SOLE NONE 9,950 0 109,965
ConocoPhillips Common Stock 20825C104 41,002 854,918 SH   SOLE NONE 415,427 0 439,491
Cooper Cos. Common Stock 216648402 4,963 33,340 SH   SOLE NONE 2,930 0 30,410
Corning Inc. Common Stock 219350105 273 15,920 SH   SOLE NONE 0 0 15,920
Cummins Inc. Common Stock 231021106 16,637 153,225 SH   SOLE NONE 74,430 0 78,795
CVS Caremark Corp. Common Stock 126650100 35,902 372,122 SH   SOLE NONE 181,422 0 190,700
Danaher Corp. Common Stock 235851102 38,207 448,388 SH   SOLE NONE 218,362 0 230,026
Devon Energy Corp. Common Stock 25179M103 26,727 720,589 SH   SOLE NONE 350,190 0 370,399
DeVry Education Gro Common Stock 251893103 3,955 145,350 SH   SOLE NONE 9,200 0 136,150
Discover Financial Common Stock 254709108 5,529 106,340 SH   SOLE NONE 6,700 0 99,640
Dover Corp. Common Stock 260003108 4,065 71,090 SH   SOLE NONE 4,520 0 66,570
Dril-Quip Inc. Common Stock 262037104 4,721 81,094 SH   SOLE NONE 5,950 0 75,144
EMC Corp. Common Stock 268648102 40,707 1,684,901 SH   SOLE NONE 820,195 0 864,706
EnerSys Inc. Common Stock 29275Y102 4,045 75,502 SH   SOLE NONE 6,044 0 69,458
ENSCO International Common Stock G3157S106 24,742 1,757,278 SH   SOLE NONE 785,040 0 972,238
Entergy Corp. Common Stock 29364G103 28,520 438,094 SH   SOLE NONE 215,809 0 222,285
Express Scripts Inc Common Stock 30219G108 233 2,874 SH   SOLE NONE 2,669 0 205
Exxon Mobil Corp. Common Stock 30231G102 316 4,250 SH   SOLE NONE 0 0 4,250
FIDELITY ADVISOR LA Common Stock 315805747 222 9,326 SH   SOLE NONE 0 0 9,326
First Horizon Natio Common Stock 320517105 5,100 359,681 SH   SOLE NONE 29,671 0 330,010
Fluor Corp. Common Stock 343412102 39,554 933,984 SH   SOLE NONE 415,570 0 518,414
Ford Motor Co. Common Stock 345370860 469 34,575 SH   SOLE NONE 14,805 0 19,770
Franklin Resources Common Stock 354613101 32,587 874,594 SH   SOLE NONE 425,715 0 448,879
GameStop Corp. (Cl Common Stock 36467W109 459 11,145 SH   SOLE NONE 5,750 0 5,395
General Dynamics Co Common Stock 369550108 40,812 295,845 SH   SOLE NONE 143,930 0 151,915
General Electric Co Common Stock 369604103 43,782 1,735,998 SH   SOLE NONE 846,580 0 889,418
Gentex Corp. Common Stock 371901109 5,031 324,570 SH   SOLE NONE 27,850 0 296,720
Gilead Sciences Inc Common Stock 375558103 403 4,105 SH   SOLE NONE 0 0 4,105
Goldman Sachs Group Common Stock 38141G104 32,717 188,286 SH   SOLE NONE 91,641 0 96,645
Harley-Davidson Inc Common Stock 412822108 355 6,470 SH   SOLE NONE 0 0 6,470
Hartford Financial Common Stock 416515104 44,958 982,034 SH   SOLE NONE 421,760 0 560,274
HCP Inc. Common Stock 40414L109 3,233 86,800 SH   SOLE NONE 5,450 0 81,350
Helen of Troy Corp. Common Stock G4388N106 222 2,485 SH   SOLE NONE 0 0 2,485
I SHARES TR MSCI EA Common Stock 464287465 1,408 24,556 SH   SOLE NONE 23,634 0 922
Ingredion Incorpora Common Stock 457187102 4,811 55,102 SH   SOLE NONE 5,190 0 49,912
Intel Corp. Common Stock 458140100 41,430 1,374,573 SH   SOLE NONE 668,049 0 706,524
International Paper Common Stock 460146103 26,909 712,078 SH   SOLE NONE 346,460 0 365,618
J.M. Smucker Co. Common Stock 832696405 5,286 46,330 SH   SOLE NONE 2,880 0 43,450
Jabil Circuit Inc. Common Stock 466313103 5,177 231,440 SH   SOLE NONE 14,580 0 216,860
Johnson & Johnson Common Stock 478160104 43,852 469,756 SH   SOLE NONE 230,814 0 238,942
JPMorgan Chase & Co Common Stock 46625H100 36,669 601,420 SH   SOLE NONE 295,027 0 306,393
Kennametal Inc. Common Stock 489170100 2,581 103,710 SH   SOLE NONE 8,810 0 94,900
KeyCorp Common Stock 493267108 4,877 374,850 SH   SOLE NONE 23,700 0 351,150
Kimberly-Clark Corp Common Stock 494368103 34,410 315,570 SH   SOLE NONE 153,230 0 162,340
KLA-Tencor Corp. Common Stock 482480100 3,469 69,380 SH   SOLE NONE 4,390 0 64,990
Kohl's Corp. Common Stock 500255104 25,678 554,482 SH   SOLE NONE 231,457 0 323,025
Kroger Co. Common Stock 501044101 542 15,030 SH   SOLE NONE 9,070 0 5,960
Lincoln National Co Common Stock 534187109 5,195 109,470 SH   SOLE NONE 6,910 0 102,560
Lowe's Cos. Common Stock 548661107 1,013 14,700 SH   SOLE NONE 11,450 0 3,250
Mack-Cali Realty Co Common Stock 554489104 1,924 101,906 SH   SOLE NONE 0 0 101,906
Marathon Oil Corp. Common Stock 565849106 31,523 2,046,917 SH   SOLE NONE 996,371 0 1,050,546
Mattel Inc. Common Stock 577081102 16,261 772,133 SH   SOLE NONE 376,055 0 396,078
McDonald's Corp. Common Stock 580135101 961 9,750 SH   SOLE NONE 9,350 0 400
Merck & Co Inc Common Stock 58933Y105 32,074 649,405 SH   SOLE NONE 318,945 0 330,460
MetLife Inc. Common Stock 59156R108 42,581 903,093 SH   SOLE NONE 440,448 0 462,645
Micron Technology I Common Stock 595112103 27,171 1,813,827 SH   SOLE NONE 884,730 0 929,097
Microsoft Corp. Common Stock 594918104 37,480 846,805 SH   SOLE NONE 413,585 0 433,220
Motorola Solutions Common Stock 620076307 4,488 65,630 SH   SOLE NONE 5,590 0 60,040
Murphy Oil Corp. Common Stock 626717102 26,989 1,115,246 SH   SOLE NONE 543,015 0 572,231
National Oilwell Va Common Stock 637071101 32,625 866,541 SH   SOLE NONE 422,917 0 443,624
Newfield Exploratio Common Stock 651290108 3,589 109,090 SH   SOLE NONE 6,850 0 102,240
NextEra Energy Inc Common Stock 65339F101 431 4,423 SH   SOLE NONE 3,143 0 1,280
Nucor Corp. Common Stock 670346105 30,014 799,299 SH   SOLE NONE 389,070 0 410,229
OGE Energy Corp. Common Stock 670837103 3,034 110,900 SH   SOLE NONE 0 0 110,900
ON Semiconductor Co Common Stock 682189105 4,359 463,752 SH   SOLE NONE 39,730 0 424,022
Paccar Inc. Common Stock 693718108 4,137 79,290 SH   SOLE NONE 5,020 0 74,270
Packaging Corp. of Common Stock 695156109 344 5,715 SH   SOLE NONE 0 0 5,715
Parker Hannifin Cor Common Stock 701094104 23,384 240,334 SH   SOLE NONE 99,780 0 140,554
Patterson-UTI Energ Common Stock 703481101 2,191 166,751 SH   SOLE NONE 17,454 0 149,297
PepsiCo Inc. Common Stock 713448108 1,068 11,325 SH   SOLE NONE 7,975 0 3,350
Pfizer Inc. Common Stock 717081103 534 17,000 SH   SOLE NONE 12,400 0 4,600
Pinnacle West Capit Common Stock 723484101 3,167 49,370 SH   SOLE NONE 4,800 0 44,570
Pioneer Natural Res Common Stock 723787107 5,014 41,220 SH   SOLE NONE 3,320 0 37,900
priceline.com Inc. Common Stock 741503403 247 200 SH   SOLE NONE 200 0 0
ProLogis Inc. Common Stock 74340W103 4,778 122,820 SH   SOLE NONE 10,150 0 112,670
Public Service Ente Common Stock 744573106 43,297 1,026,969 SH   SOLE NONE 448,109 0 578,860
Regal-Beloit Corp. Common Stock 758750103 3,767 66,731 SH   SOLE NONE 5,441 0 61,290
Regency Centers Cor Common Stock 758849103 3,794 61,040 SH   SOLE NONE 3,840 0 57,200
Schlumberger Ltd. Common Stock 806857108 391 5,670 SH   SOLE NONE 0 0 5,670
Sensient Technologi Common Stock 81725T100 4,501 73,420 SH   SOLE NONE 6,820 0 66,600
Sonoco Products Co. Common Stock 835495102 4,227 111,990 SH   SOLE NONE 7,100 0 104,890
Southwest Airlines Common Stock 844741108 7,568 198,950 SH   SOLE NONE 12,510 0 186,440
SPDR S&P 500 ETF TR Common Stock 78462F103 1,088 5,677 SH   SOLE NONE 5,677 0 0
St. Jude Medical In Common Stock 790849103 38,739 614,031 SH   SOLE NONE 273,568 0 340,463
Staples Inc. Common Stock 855030102 3,498 298,180 SH   SOLE NONE 21,480 0 276,700
State Street Corp. Common Stock 857477103 36,913 549,226 SH   SOLE NONE 267,461 0 281,765
Steel Dynamics Inc. Common Stock 858119100 4,763 277,250 SH   SOLE NONE 22,755 0 254,495
SunTrust Banks Inc. Common Stock 867914103 5,712 149,360 SH   SOLE NONE 9,420 0 139,940
Synaptics Inc. Common Stock 87157D109 207 2,512 SH   SOLE NONE 0 0 2,512
THE BLACKSTONE GROU Common Stock 09253U108 416 13,150 SH   SOLE NONE 0 0 13,150
Thor Industries Inc Common Stock 885160101 4,839 93,421 SH   SOLE NONE 9,264 0 84,157
Tidewater Inc. Common Stock 886423102 2,348 178,690 SH   SOLE NONE 0 0 178,690
Twenty-First Centur Common Stock 90130A101 34,903 1,293,656 SH   SOLE NONE 630,585 0 663,071
Tyson Foods Inc. (C Common Stock 902494103 6,186 143,520 SH   SOLE NONE 15,270 0 128,250
United Technologies Common Stock 913017109 376 4,223 SH   SOLE NONE 2,928 0 1,295
UnitedHealth Group Common Stock 91324P102 25,596 220,636 SH   SOLE NONE 107,416 0 113,220
VANGUARD EQUITY INC Common Stock 921921102 216 7,498 SH   SOLE NONE 0 0 7,498
Verizon Communicati Common Stock 92343V104 505 11,612 SH   SOLE NONE 5,437 0 6,175
VF Corp. Common Stock 918204108 34,522 506,114 SH   SOLE NONE 245,363 0 260,751
Visa Inc. Common Stock 92826C839 900 12,916 SH   SOLE NONE 7,816 0 5,100
Walgreen Co. Common Stock 931427108 707 8,505 SH   SOLE NONE 4,420 0 4,085
Whirlpool Corp. Common Stock 963320106 38,487 261,355 SH   SOLE NONE 112,933 0 148,422
Whiting Petroleum C Common Stock 966387102 1,241 81,240 SH   SOLE NONE 0 0 81,240
Xcel Energy Inc. Common Stock 98389B100 4,816 136,010 SH   SOLE NONE 8,580 0 127,430
Xilinx Inc. Common Stock 983919101 4,558 107,500 SH   SOLE NONE 8,980 0 98,520
Zimmer Biomet Holdi Common Stock 98956P102 4,314 45,930 SH   SOLE NONE 3,600 0 42,330
Zions Bancorp Common Stock 989701107 4,780 173,550 SH   SOLE NONE 10,950 0 162,600