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
AES Corporation COMMON 00130H105 109,318 9,117,414 SH   SOLE 0 7,834,314 0 1,283,100
Agilent Technologies, Inc. COMMON 00846U101 121,412 2,839,391 SH   SOLE 0 2,463,391 0 376,000
Altria Group Inc. COMMON 02209S103 285 8,150 SH   SOLE 0 8,150 0 0
American Intl Group, Inc. COMMON 026874784 142,585 3,189,825 SH   SOLE 0 2,771,025 0 418,800
Applied Materials COMMON 038222105 131,635 8,822,713 SH   SOLE 0 7,666,913 0 1,155,800
Bank of America Corp COMMON 060505104 140,504 10,925,681 SH   SOLE 0 9,521,981 0 1,403,700
BP PLC Sponsored ADR COMMON 055622104 134,019 3,210,804 SH   SOLE 0 2,773,404 0 437,400
Capital One Financial COMMON 14040H105 149,788 2,384,786 SH   SOLE 0 2,070,486 0 314,300
Cardinal Health Inc. COMMON 14149Y108 130,729 2,769,691 SH   SOLE 0 2,411,191 0 358,500
Chubb Corporation COMMON 171232101 423 5,000 SH   SOLE 0 5,000 0 0
CIT Group Inc COMMON 125581801 43,217 926,815 SH   SOLE 0 803,415 0 123,400
CitiGroup, Inc. COMMON 172967424 108,806 2,268,209 SH   SOLE 0 1,967,789 0 300,420
Comcast Corp Cl A COMMON 20030N101 109,447 2,621,488 SH   SOLE 0 2,269,588 0 351,900
CVS Caremark Corp COMMON 126650100 128,658 2,250,061 SH   SOLE 0 1,949,561 0 300,500
Devon Energy Corp COMMON 25179M103 98,815 1,904,679 SH   SOLE 0 1,652,479 0 252,200
Diamond Offshore Drilling, Inc. COMMON 25271C102 1,417 20,600 SH   SOLE 0 20,600 0 0
DIRECTV Group Inc COMMON 25490A101 132,614 2,151,434 SH   SOLE 0 1,861,534 0 289,900
E I du Pont de Nemours & COMMON 263534109 131,888 2,512,150 SH   SOLE 0 2,183,550 0 328,600
Exxon Mobil Corp COMMON 30231G102 321 3,548 SH   SOLE 0 3,548 0 0
Fluor Corporation COMMON 343412102 38,501 649,149 SH   SOLE 0 562,849 0 86,300
General Electric Co COMMON 369604103 134,105 5,782,882 SH   SOLE 0 5,020,682 0 762,200
Goldman Sachs Group Inc COMMON 38141G104 408 2,700 SH   SOLE 0 2,700 0 0
Google Inc. COMMON 38259P508 130,669 148,425 SH   SOLE 0 129,025 0 19,400
Hospira Inc COMMON 441060100 134,854 3,520,080 SH   SOLE 0 3,058,380 0 461,700
Intl Business Machines COMMON 459200101 391 2,048 SH   SOLE 0 2,048 0 0
Jabil Circuit, Inc. COMMON 466313103 408 20,000 SH   SOLE 0 20,000 0 0
JetBlue Airways Corp COMMON 477143101 346 55,000 SH   SOLE 0 55,000 0 0
Life Technologies Corp COMMON 53217V109 296 4,000 SH   SOLE 0 4,000 0 0
Loews Corporation COMMON 540424108 311 7,000 SH   SOLE 0 7,000 0 0
Lowe's Companies, Inc. COMMON 548661107 110,629 2,704,861 SH   SOLE 0 2,352,761 0 352,100
Marsh & McLennan Cos. COMMON 571748102 131,682 3,298,659 SH   SOLE 0 2,858,359 0 440,300
Merck & Co. Inc. COMMON 58933Y109 125,502 2,701,864 SH   SOLE 0 2,357,064 0 344,800
Microsoft Corp COMMON 594918104 135,409 3,919,777 SH   SOLE 0 3,400,177 0 519,600
Novartis AG ADR COMMON 66987V109 121,110 1,712,768 SH   SOLE 0 1,471,068 0 241,700
Owens-Illinois, Inc. COMMON 690768403 99,225 3,570,518 SH   SOLE 0 3,106,318 0 464,200
Pfizer Inc. COMMON 717081103 89,192 3,184,307 SH   SOLE 0 2,760,772 0 423,535
Phillip Morris Intl COMMON 718172109 619 7,150 SH   SOLE 0 7,150 0 0
PNC Financial Svces Grp COMMON 693475105 314 4,300 SH   SOLE 0 4,300 0 0
Qualcomm Inc. COMMON 747525103 108,947 1,783,390 SH   SOLE 0 1,546,690 0 236,700
Republic Services Inc. COMMON 760759100 109,881 3,237,496 SH   SOLE 0 2,818,296 0 419,200
Research in Motion Ltd COMMON 760975102 146 14,000 SH   SOLE 0 14,000 0 0
Sanofi ADR COMMON 80105N105 114,641 2,225,601 SH   SOLE 0 1,902,101 0 323,500
Schlumberger Ltd. COMMON 806857108 129,600 1,808,540 SH   SOLE 0 1,562,940 0 245,600
Charles Schwab Corp COMMON 808513105 121,959 5,744,647 SH   SOLE 0 4,989,247 0 755,400
Southwest Airlines Co COMMON 844741108 101,044 7,838,978 SH   SOLE 0 6,805,978 0 1,033,000
State Street Corporation COMMON 857477103 125,048 1,917,614 SH   SOLE 0 1,671,014 0 246,600
TJX Companies, Inc. COMMON 872540109 776 15,500 SH   SOLE 0 15,500 0 0
Texas Instruments Inc. COMMON 882508104 132,914 3,813,883 SH   SOLE 0 3,307,583 0 506,300
Thermo Fisher Scientific, COMMON 883556102 146,381 1,729,662 SH   SOLE 0 1,494,162 0 235,500
Time Warner, Inc. COMMON 887317303 115,038 1,989,594 SH   SOLE 0 1,719,394 0 270,200
UnitedHealth Group Inc. COMMON 91324P102 108,790 1,661,425 SH   SOLE 0 1,439,525 0 221,900
WellPoint Inc. COMMON 94973V107 136,498 1,667,860 SH   SOLE 0 1,453,260 0 214,600
Zoetis Inc. COMMON 98978V103 79,245 2,565,399 SH   SOLE 0 2,223,412 0 341,987
Aon PLC COMMON G0408V102 143,001 2,222,245 SH   SOLE 0 1,925,145 0 297,100
Invesco Ltd. COMMON G491BT108 127,158 3,998,670 SH   SOLE 0 3,475,670 0 523,000
Weatherford Intl, Ltd. COMMON H27013103 131,820 9,621,899 SH   SOLE 0 8,319,599 0 1,302,300
Flextronics International COMMON Y2573F102 133,980 17,310,054 SH   SOLE 0 14,952,654 0 2,357,400