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 108,702 8,179,231 SH   SOLE   7,055,931 0 1,123,300
Agilent Technologies, Inc. COMMON 00846U101 137,228 2,677,626 SH   SOLE   2,317,526 0 360,100
Altria Group Inc. COMMON 02209S103 280 8,150 SH   SOLE   8,150 0 0
American Intl Group, Inc. COMMON 026874784 149,171 3,067,469 SH   SOLE   2,650,569 0 416,900
Applied Materials COMMON 038222105 136,256 7,772,312 SH   SOLE   6,721,012 0 1,051,300
Baker Hughes Inc. COMMON 057224107 75,866 1,545,130 SH   SOLE   1,336,930 0 208,200
Bank of America Corp COMMON 060505104 145,478 10,541,880 SH   SOLE   9,150,780 0 1,391,100
BP PLC Sponsored ADR COMMON 055622104 133,279 3,171,034 SH   SOLE   2,725,334 0 445,700
Capital One Financial COMMON 14040H105 142,334 2,070,610 SH   SOLE   1,794,210 0 276,400
Cardinal Health Inc. COMMON 14149Y108 140,653 2,697,093 SH   SOLE   2,341,193 0 355,900
Chubb Corporation COMMON 171232101 446 5,000 SH   SOLE   5,000 0 0
CIT Group Inc COMMON 125581801 144,226 2,957,272 SH   SOLE   2,557,372 0 399,900
CitiGroup, Inc. COMMON 172967424 106,240 2,190,065 SH   SOLE   1,892,245 0 297,820
Comcast Corp Cl A COMMON 20030N101 114,969 2,548,363 SH   SOLE   2,200,063 0 348,300
CVS Caremark Corp COMMON 126650100 141,769 2,498,140 SH   SOLE   2,160,540 0 337,600
Diamond Offshore Drilling, Inc. COMMON 25271C102 1,284 20,600 SH   SOLE   20,600 0 0
DIRECTV Group Inc COMMON 25490A101 137,367 2,297,882 SH   SOLE   1,984,882 0 313,000
E I du Pont de Nemours & COMMON 263534109 142,130 2,427,086 SH   SOLE   2,102,486 0 324,600
Exxon Mobil Corp COMMON 30231G102 305 3,548 SH   SOLE   3,548 0 0
General Electric Co COMMON 369604103 137,475 5,754,511 SH   SOLE   5,002,911 0 751,600
Goldman Sachs Group Inc COMMON 38141G104 427 2,700 SH   SOLE   2,700 0 0
Google Inc. COMMON 38259P508 125,483 143,260 SH   SOLE   123,960 0 19,300
Hess Corporation COMMON 42809H107 113,109 1,462,485 SH   SOLE   1,264,785 0 197,700
Hospira Inc COMMON 441060100 134,030 3,417,379 SH   SOLE   2,955,679 0 461,700
Intl Business Machines COMMON 459200101 379 2,048 SH   SOLE   2,048 0 0
Jabil Circuit, Inc. COMMON 466313103 434 20,000 SH   SOLE   20,000 0 0
JetBlue Airways Corp COMMON 477143101 367 55,000 SH   SOLE   55,000 0 0
Life Technologies Corp COMMON 53217V109 299 4,000 SH   SOLE   4,000 0 0
Loews Corporation COMMON 540424108 327 7,000 SH   SOLE   7,000 0 0
Lowe's Companies, Inc. COMMON 548661107 123,689 2,597,972 SH   SOLE   2,251,772 0 346,200
Marsh & McLennan Cos. COMMON 571748102 141,309 3,244,745 SH   SOLE   2,809,045 0 435,700
Merck & Co. Inc. COMMON 58933Y109 125,235 2,630,493 SH   SOLE   2,285,693 0 344,800
Microsoft Corp COMMON 594918104 127,054 3,817,729 SH   SOLE   3,298,129 0 519,600
Novartis AG ADR COMMON 66987V109 127,237 1,658,673 SH   SOLE   1,419,073 0 239,600
Owens-Illinois, Inc. COMMON 690768403 102,848 3,425,993 SH   SOLE   2,968,693 0 457,300
Pfizer Inc. COMMON 717081103 230 8,000 SH   SOLE   8,000 0 0
Phillip Morris Intl COMMON 718172109 619 7,150 SH   SOLE   7,150 0 0
PNC Financial Svces Grp COMMON 693475105 312 4,300 SH   SOLE   4,300 0 0
Qualcomm Inc. COMMON 747525103 153,307 2,277,281 SH   SOLE   1,969,481 0 307,800
Republic Services Inc. COMMON 760759100 105,083 3,149,976 SH   SOLE   2,730,776 0 419,200
Sanofi ADR COMMON 80105N105 108,350 2,140,026 SH   SOLE   1,824,526 0 315,500
Schlumberger Ltd. COMMON 806857108 153,999 1,742,855 SH   SOLE   1,499,455 0 243,400
Charles Schwab Corp COMMON 808513105 105,400 4,985,818 SH   SOLE   4,329,518 0 656,300
Southwest Airlines Co COMMON 844741108 111,105 7,630,843 SH   SOLE   6,597,843 0 1,033,000
State Street Corporation COMMON 857477103 22,048 335,338 SH   SOLE   289,638 0 45,700
TJX Companies, Inc. COMMON 872540109 874 15,500 SH   SOLE   15,500 0 0
Texas Instruments Inc. COMMON 882508104 147,457 3,659,892 SH   SOLE   3,163,992 0 495,900
Thermo Fisher Scientific, COMMON 883556102 156,388 1,697,107 SH   SOLE   1,464,707 0 232,400
Time Warner, Inc. COMMON 887317303 115,442 1,754,178 SH   SOLE   1,518,278 0 235,900
UnitedHealth Group Inc. COMMON 91324P102 116,949 1,633,138 SH   SOLE   1,416,738 0 216,400
Vodafone Group Plc ADR COMMON 92857W209 131,210 3,729,672 SH   SOLE   3,198,172 0 531,500
WellPoint Inc. COMMON 94973V107 123,663 1,479,042 SH   SOLE   1,280,142 0 198,900
Zoetis Inc. COMMON 98978V103 90,021 2,892,700 SH   SOLE   2,514,914 0 377,786
Aon PLC COMMON G0408V102 130,684 1,755,557 SH   SOLE   1,512,257 0 243,300
Invesco Ltd. COMMON G491BT108 124,489 3,902,485 SH   SOLE   3,379,485 0 523,000
Weatherford Intl, Ltd. COMMON H27013103 143,402 9,354,367 SH   SOLE   8,052,067 0 1,302,300
Flextronics International COMMON Y2573F102 120,409 13,246,346 SH   SOLE   11,404,446 0 1,841,900