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 180,165 11,586,168 SH   SOLE   10,028,868 0 1,557,300
Agilent Technologies, Inc. COMMON 00846U101 157,269 2,737,973 SH   SOLE   2,346,873 0 391,100
Alcoa Inc. COMMON 013817101 159,583 10,717,430 SH   SOLE   9,183,730 0 1,533,700
Altria Group Inc. COMMON 02209S103 274 6,535 SH   SOLE   6,535 0 0
American Intl Group, Inc. COMMON 026874784 179,678 3,292,006 SH   SOLE   2,821,606 0 470,400
Applied Materials COMMON 038222105 150,669 6,681,547 SH   SOLE   5,731,147 0 950,400
Baker Hughes Inc. COMMON 057224107 135,996 1,826,673 SH   SOLE   1,563,973 0 262,700
Bank of America Corporatio COMMON 060505104 173,949 11,317,464 SH   SOLE   9,694,264 0 1,623,200
BP PLC Sponsored ADR COMMON 055622104 172,482 3,269,799 SH   SOLE   2,779,899 0 489,900
Capital One Financial Corp COMMON 14040H105 159,306 1,928,643 SH   SOLE   1,654,843 0 273,800
Chubb Corporation COMMON 171232101 399 4,334 SH   SOLE   4,334 0 0
CIT Group Inc COMMON 125581801 158,652 3,467,047 SH   SOLE   2,990,247 0 476,800
CitiGroup, Inc. COMMON 172967424 174,235 3,699,266 SH   SOLE   3,168,366 0 530,900
Comcast Corporation Class A COMMON 20030N101 162,493 3,027,061 SH   SOLE   2,601,061 0 426,000
CVS Caremark Corporation COMMON 126650100 153,836 2,041,081 SH   SOLE   1,745,981 0 295,100
DIRECTV Group Inc COMMON 25490A309 92,607 1,089,366 SH   SOLE   936,666 0 152,700
E. I. du Pont de Nemours & COMMON 263534109 152,153 2,325,069 SH   SOLE   2,000,469 0 324,600
Exxon Mobil Corp COMMON 30231G102 309 3,074 SH   SOLE   3,074 0 0
General Electric Company COMMON 369604103 171,659 6,531,933 SH   SOLE   5,600,733 0 931,200
Goldman Sachs Group Inc COMMON 38141G104 285 1,700 SH   SOLE   1,700 0 0
Google Inc. Cl A COMMON 38259P508 87,491 149,642 SH   SOLE   128,692 0 20,950
Google Inc. Cl C COMMON 38259P706 82,243 142,961 SH   SOLE   121,711 0 21,250
Hess Corporation COMMON 42809H107 182,486 1,845,346 SH   SOLE   1,579,846 0 265,500
Hospira Inc COMMON 441060100 137,095 2,668,781 SH   SOLE   2,302,981 0 365,800
Intl Business Machines COMMON 459200101 371 2,048 SH   SOLE   2,048 0 0
International Paper Corp. COMMON 460146103 149,746 2,967,024 SH   SOLE   2,543,924 0 423,100
Jabil Circuit, Inc. COMMON 466313103 254 12,165 SH   SOLE   12,165 0 0
JetBlue Airways Corporation COMMON 477143101 506 46,666 SH   SOLE   46,666 0 0
Kohl's Corporation COMMON 500255104 61,215 1,162,017 SH   SOLE   992,717 0 169,300
Lowe's Companies, Inc. COMMON 548661107 162,393 3,383,888 SH   SOLE   2,900,588 0 483,300
Marsh & McLennan Companies Inc. COMMON 571748102 137,815 2,659,497 SH   SOLE   2,275,097 0 384,400
Merck & Co. Inc. COMMON 58933Y105 486 8,400 SH   SOLE   8,400 0 0
Microsoft Corp COMMON 594918104 165,909 3,978,628 SH   SOLE   3,450,828 0 527,800
Novartis AG ADR COMMON 66987V109 130,624 1,442,881 SH   SOLE   1,227,581 0 215,300
Owens-Illinois, Inc. COMMON 690768403 158,652 4,580,023 SH   SOLE   3,924,923 0 655,100
Phillip Morris International COMMON 718172109 495 5,866 SH   SOLE   5,866 0 0
PNC Financial Svces Grp COMMON 693475105 324 3,634 SH   SOLE   3,634 0 0
Procter & Gamble Company COMMON 742718109 152,028 1,934,448 SH   SOLE   1,656,448 0 278,000
Qualcomm Inc. COMMON 747525103 181,608 2,293,029 SH   SOLE   1,962,329 0 330,700
Reliance Steel & Aluminum COMMON 759509102 144,407 1,959,123 SH   SOLE   1,677,423 0 281,700
Sanofi ADR COMMON 80105N105 167,959 3,158,912 SH   SOLE   2,699,412 0 459,500
Schlumberger Ltd. COMMON 806857108 141,529 1,199,907 SH   SOLE   1,027,107 0 172,800
TJX Companies, Inc. COMMON 872540109 693 13,034 SH   SOLE   13,034 0 0
Teradata Corporation COMMON 88076W103 75,694 1,882,943 SH   SOLE   1,608,043 0 274,900
Texas Instruments Inc. COMMON 882508104 138,928 2,907,058 SH   SOLE   2,486,558 0 420,500
Thermo Fisher Scientific, COMMON 883556102 158,265 1,341,231 SH   SOLE   1,150,731 0 190,500
Time Warner, Inc. COMMON 887317303 125,291 1,783,508 SH   SOLE   1,547,608 0 235,900
Vodafone Group Plc ADR COMMON 92857W308 127,733 3,825,487 SH   SOLE   3,262,388 0 563,099
WellPoint Inc. COMMON 94973V107 162,585 1,510,868 SH   SOLE   1,297,468 0 213,400
Aon PLC COMMON G0408V102 154,309 1,712,829 SH   SOLE   1,457,929 0 254,900
Invesco Ltd. COMMON G491BT108 154,462 4,091,699 SH   SOLE   3,490,799 0 600,900
Weatherford Intl, Ltd. COMMON G48833100 152,283 6,621,011 SH   SOLE   5,659,611 0 961,400
Flextronics International COMMON Y2573F102 141,961 12,823,928 SH   SOLE   10,919,528 0 1,904,400