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
AES Corporation COMMON 00130H105 150,564 10,376,547 SH   SOLE   8,958,447 0 1,418,100
Agilent Technologies, Inc. COMMON 00846U101 149,933 2,621,671 SH   SOLE   2,261,571 0 360,100
Alcoa Inc. COMMON 013817101 121,720 11,450,618 SH   SOLE   9,879,618 0 1,571,000
Altria Group Inc. COMMON 02209S103 313 8,150 SH   SOLE   8,150 0 0
American Intl Group, Inc. COMMON 026874784 154,507 3,026,584 SH   SOLE   2,609,684 0 416,900
Applied Materials COMMON 038222105 127,217 7,195,556 SH   SOLE   6,208,856 0 986,700
Baker Hughes Inc. COMMON 057224107 105,796 1,914,509 SH   SOLE   1,651,809 0 262,700
Bank of America Corp COMMON 060505104 161,332 10,361,693 SH   SOLE   8,970,593 0 1,391,100
BP PLC Sponsored ADR COMMON 055622104 151,621 3,119,139 SH   SOLE   2,673,439 0 445,700
Capital One Financial COMMON 14040H105 156,326 2,040,549 SH   SOLE   1,764,149 0 276,400
Cardinal Health Inc. COMMON 14149Y108 133,086 1,992,004 SH   SOLE   1,717,404 0 274,600
Chubb Corporation COMMON 171232101 483 5,000 SH   SOLE   5,000 0 0
CIT Group Inc COMMON 125581801 152,114 2,917,969 SH   SOLE   2,518,069 0 399,900
CitiGroup, Inc. COMMON 172967424 142,954 2,743,318 SH   SOLE   2,369,398 0 373,920
Citrix Systems, Inc. COMMON 177376100 155,216 2,454,013 SH   SOLE   2,119,113 0 334,900
Comcast Corp Cl A COMMON 20030N101 129,877 2,499,319 SH   SOLE   2,151,019 0 348,300
CVS Caremark Corp COMMON 126650100 154,383 2,157,097 SH   SOLE   1,860,397 0 296,700
Diamond Offshore Drilling, Inc. COMMON 25271C102 945 16,600 SH   SOLE   16,600 0 0
DIRECTV Group Inc COMMON 25490A309 156,648 2,268,282 SH   SOLE   1,954,182 0 314,100
E I du Pont de Nemours & COMMON 263534109 155,181 2,388,497 SH   SOLE   2,063,897 0 324,600
Exxon Mobil Corp COMMON 30231G102 359 3,548 SH   SOLE   3,548 0 0
General Electric Co COMMON 369604103 150,588 5,372,370 SH   SOLE   4,635,770 0 736,600
Goldman Sachs Group Inc COMMON 38141G104 372 2,100 SH   SOLE   2,100 0 0
Google Inc. COMMON 38259P508 157,302 140,359 SH   SOLE   121,059 0 19,300
Hess Corporation COMMON 42809H107 144,402 1,739,788 SH   SOLE   1,501,688 0 238,100
Hospira Inc COMMON 441060100 114,515 2,774,107 SH   SOLE   2,394,307 0 379,800
Intl Business Machines COMMON 459200101 384 2,048 SH   SOLE   2,048 0 0
Jabil Circuit, Inc. COMMON 466313103 270 15,500 SH   SOLE   15,500 0 0
JetBlue Airways Corp COMMON 477143101 470 55,000 SH   SOLE   55,000 0 0
Kohl's Corporation COMMON 500255104 122,309 2,155,217 SH   SOLE   1,859,417 0 295,800
Life Technologies Corp COMMON 53217V109 303 4,000 SH   SOLE   4,000 0 0
Loews Corporation COMMON 540424108 251 5,200 SH   SOLE   5,200 0 0
Lowe's Companies, Inc. COMMON 548661107 126,403 2,551,012 SH   SOLE   2,204,812 0 346,200
Marsh & McLennan Cos. COMMON 571748102 136,290 2,818,232 SH   SOLE   2,431,632 0 386,600
Merck & Co. Inc. COMMON 58933Y105 440 8,800 SH   SOLE   8,800 0 0
Microsoft Corp COMMON 594918104 140,751 3,762,396 SH   SOLE   3,242,796 0 519,600
Novartis AG ADR COMMON 66987V109 131,934 1,641,384 SH   SOLE   1,401,784 0 239,600
Owens-Illinois, Inc. COMMON 690768403 120,641 3,371,731 SH   SOLE   2,914,431 0 457,300
Phillip Morris Intl COMMON 718172109 623 7,150 SH   SOLE   7,150 0 0
PNC Financial Svces Grp COMMON 693475105 334 4,300 SH   SOLE   4,300 0 0
Qualcomm Inc. COMMON 747525103 180,343 2,428,864 SH   SOLE   2,095,864 0 333,000
Republic Services Inc. COMMON 760759100 63,397 1,909,562 SH   SOLE   1,646,562 0 263,000
Sanofi ADR COMMON 80105N105 131,704 2,455,787 SH   SOLE   2,102,787 0 353,000
Schlumberger Ltd. COMMON 806857108 136,055 1,509,880 SH   SOLE   1,299,280 0 210,600
Charles Schwab Corp COMMON 808513105 126,747 4,874,901 SH   SOLE   4,218,601 0 656,300
Southwest Airlines Co COMMON 844741108 122,477 6,500,877 SH   SOLE   5,608,677 0 892,200
TJX Companies, Inc. COMMON 872540109 988 15,500 SH   SOLE   15,500 0 0
Teradata Corporation COMMON 88076W103 46,027 1,011,797 SH   SOLE   872,997 0 138,800
Texas Instruments Inc. COMMON 882508104 152,835 3,480,646 SH   SOLE   3,002,746 0 477,900
Thermo Fisher Scientific, COMMON 883556102 163,164 1,465,328 SH   SOLE   1,263,428 0 201,900
Time Warner, Inc. COMMON 887317303 120,371 1,726,497 SH   SOLE   1,490,597 0 235,900
UnitedHealth Group Inc. COMMON 91324P102 121,282 1,610,652 SH   SOLE   1,394,252 0 216,400
Vodafone Group Plc ADR COMMON 92857W209 147,742 3,758,391 SH   SOLE   3,218,891 0 539,500
WellPoint Inc. COMMON 94973V107 94,607 1,023,994 SH   SOLE   883,594 0 140,400
Aon PLC COMMON G0408V102 133,417 1,590,378 SH   SOLE   1,368,478 0 221,900
Invesco Ltd. COMMON G491BT108 139,746 3,839,169 SH   SOLE   3,316,169 0 523,000
Weatherford Intl, Ltd. COMMON H27013103 142,555 9,203,040 SH   SOLE   7,900,740 0 1,302,300
Flextronics International COMMON Y2573F102 112,250 14,446,529 SH   SOLE   12,397,929 0 2,048,600