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 213,330 16,601,532 SH   SOLE   13,177,332 0 3,424,200
Agilent Technologies, Inc. COMMON 00846U101 158,392 3,812,072 SH   SOLE   3,022,772 0 789,300
American Intl Group, Inc. COMMON 026874784 192,136 3,506,765 SH   SOLE   2,782,165 0 724,600
Anthem Inc. COMMON 036752103 164,258 1,063,781 SH   SOLE   843,581 0 220,200
Applied Materials COMMON 038222105 174,456 7,732,992 SH   SOLE   6,131,892 0 1,601,100
Bank of America Corporatio COMMON 060505104 188,683 12,260,118 SH   SOLE   9,737,018 0 2,523,100
BP PLC Sponsored ADR COMMON 055622104 187,808 4,802,035 SH   SOLE   3,785,635 0 1,016,400
Capital One Financial Corp COMMON 14040H105 187,485 2,378,652 SH   SOLE   1,891,052 0 487,600
CBS Corporation COMMON 124857202 179,274 2,956,860 SH   SOLE   2,338,360 0 618,500
CIT Group Inc COMMON 125581801 180,065 3,990,799 SH   SOLE   3,169,999 0 820,800
CitiGroup, Inc. COMMON 172967424 191,533 3,717,641 SH   SOLE   2,947,241 0 770,400
Citizens Financial Group COMMON 174610105 175,664 7,279,898 SH   SOLE   5,772,598 0 1,507,300
Comcast Corporation Class A COMMON 20030N101 171,336 3,034,115 SH   SOLE   2,396,215 0 637,900
CVS Caremark Corporation COMMON 126650100 158,279 1,533,562 SH   SOLE   1,214,662 0 318,900
E. I. du Pont de Nemours & COMMON 263534109 97,994 1,371,127 SH   SOLE   1,093,127 0 278,000
General Electric Company COMMON 369604103 199,562 8,043,595 SH   SOLE   6,384,295 0 1,659,300
Google Inc. Cl A COMMON 38259P508 115,616 208,429 SH   SOLE   158,329 0 50,100
Google Inc. Cl C COMMON 38259P706 75,515 137,802 SH   SOLE   116,002 0 21,800
International Paper Corp. COMMON 460146103 183,045 3,298,704 SH   SOLE   2,597,804 0 700,900
Keysight Technologies, Inc. COMMON 49338L103 168,493 4,535,490 SH   SOLE   3,599,290 0 936,200
Lowe's Companies, Inc. COMMON 548661107 150,728 2,026,182 SH   SOLE   1,603,582 0 422,600
Marsh & McLennan Companies Inc. COMMON 571748102 169,486 3,021,686 SH   SOLE   2,407,186 0 614,500
Microsoft Corp COMMON 594918104 165,746 4,076,883 SH   SOLE   3,264,683 0 812,200
Oracle Corporation COMMON 68389X105 189,731 4,397,017 SH   SOLE   3,478,217 0 918,800
Owens-Illinois, Inc. COMMON 690768403 142,107 6,093,791 SH   SOLE   4,866,691 0 1,227,100
Procter & Gamble Company COMMON 742718109 166,649 2,033,797 SH   SOLE   1,613,397 0 420,400
Qualcomm Inc. COMMON 747525103 164,866 2,377,653 SH   SOLE   1,887,453 0 490,200
Realogy Holdings Corporation COMMON 75605Y106 170,317 3,744,881 SH   SOLE   2,970,181 0 774,700
Reliance Steel & Aluminum COMMON 759509102 144,582 2,367,097 SH   SOLE   1,884,897 0 482,200
Royal Dutch Shell PLC ADR COMMON 780259206 352 5,900 SH   SOLE   5,900 0 0
Sanofi ADR COMMON 80105N105 182,173 3,684,733 SH   SOLE   2,912,733 0 772,000
Texas Instruments Inc. COMMON 882508104 157,960 2,762,266 SH   SOLE   2,208,166 0 554,100
Thermo Fisher Scientific, COMMON 883556102 211,304 1,572,906 SH   SOLE   1,239,006 0 333,900
Time Warner, Inc. COMMON 887317303 165,480 1,959,740 SH   SOLE   1,562,740 0 397,000
Vodafone Group Plc ADR COMMON 92857W308 171,285 5,241,281 SH   SOLE   4,118,481 0 1,122,800
Aon PLC COMMON G0408V102 182,871 1,902,525 SH   SOLE   1,483,725 0 418,800
Invesco Ltd. COMMON G491BT108 179,586 4,524,713 SH   SOLE   3,570,213 0 954,500
Flextronics International COMMON Y2573F102 169,495 13,372,366 SH   SOLE   10,563,866 0 2,808,500