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 160,655 12,115,748 SH   SOLE   9,565,848 0 2,549,900
Agilent Technologies, Inc. COMMON 00846U101 144,480 3,744,952 SH   SOLE   2,955,652 0 789,300
American Intl Group, Inc. COMMON 026874784 193,950 3,137,331 SH   SOLE   2,461,631 0 675,700
Anthem Inc. COMMON 036752103 162,144 987,841 SH   SOLE   779,441 0 208,400
Applied Materials COMMON 038222105 177,217 9,220,428 SH   SOLE   7,280,528 0 1,939,900
Bank of America Corporatio COMMON 060505104 200,978 11,808,315 SH   SOLE   9,317,715 0 2,490,600
BP PLC Sponsored ADR COMMON 055622104 184,748 4,623,318 SH   SOLE   3,606,918 0 1,016,400
Capital One Financial Corp COMMON 14040H105 201,678 2,292,574 SH   SOLE   1,804,974 0 487,600
CBS Corporation COMMON 124857202 161,163 2,903,833 SH   SOLE   2,285,333 0 618,500
CIT Group Inc COMMON 125581801 200,390 4,310,379 SH   SOLE   3,402,279 0 908,100
CitiGroup, Inc. COMMON 172967424 193,823 3,508,742 SH   SOLE   2,767,542 0 741,200
Citizens Financial Group COMMON 174610105 164,131 6,009,913 SH   SOLE   4,738,813 0 1,271,100
Comcast Corporation Class A COMMON 20030N101 167,317 2,782,119 SH   SOLE   2,186,719 0 595,400
CVS Caremark Corporation COMMON 126650100 137,484 1,310,870 SH   SOLE   1,033,870 0 277,000
Exelon Corporation COMMON 30161N101 123,983 3,945,978 SH   SOLE   3,112,578 0 833,400
General Electric Company COMMON 369604103 160,035 6,023,160 SH   SOLE   4,752,760 0 1,270,400
Google Inc. Cl A COMMON 38259P508 110,832 205,230 SH   SOLE   155,130 0 50,100
Google Inc. Cl C COMMON 38259P706 70,729 135,884 SH   SOLE   114,026 0 21,858
International Paper Corp. COMMON 460146103 170,597 3,584,717 SH   SOLE   2,828,917 0 755,800
Keysight Technologies, Inc. COMMON 49338L103 139,355 4,467,942 SH   SOLE   3,531,742 0 936,200
Lowe's Companies, Inc. COMMON 548661107 125,389 1,872,320 SH   SOLE   1,476,120 0 396,200
Marsh & McLennan Companies Inc. COMMON 571748102 164,593 2,902,867 SH   SOLE   2,288,367 0 614,500
Merck & Co. Inc. COMMON 58933Y105 204,687 3,595,407 SH   SOLE   2,831,507 0 763,900
Oracle Corporation COMMON 68389X105 198,836 4,933,903 SH   SOLE   3,893,103 0 1,040,800
Owens-Illinois, Inc. COMMON 690768403 137,593 5,997,960 SH   SOLE   4,770,860 0 1,227,100
Procter & Gamble Company COMMON 742718109 156,764 2,003,630 SH   SOLE   1,583,230 0 420,400
Qualcomm Inc. COMMON 747525103 142,505 2,275,355 SH   SOLE   1,785,155 0 490,200
Realogy Holdings Corporation COMMON 75605Y106 182,613 3,908,658 SH   SOLE   3,087,958 0 820,700
Reliance Steel & Aluminum COMMON 759509102 121,188 2,003,777 SH   SOLE   1,571,777 0 432,000
Royal Dutch Shell PLC ADR COMMON 780259206 336 5,900 SH   SOLE   5,900 0 0
Sanofi ADR COMMON 80105N105 178,641 3,606,724 SH   SOLE   2,834,724 0 772,000
Texas Instruments Inc. COMMON 882508104 169,314 3,287,004 SH   SOLE   2,593,904 0 693,100
Thermo Fisher Scientific, COMMON 883556102 200,486 1,545,056 SH   SOLE   1,211,156 0 333,900
Time Warner, Inc. COMMON 887317303 168,382 1,926,344 SH   SOLE   1,529,344 0 397,000
Vivendi SA - Unspon ADR COMMON 92852T201 301 11,900 SH   SOLE   11,900 0 0
Vodafone Group Plc ADR COMMON 92857W308 183,796 5,042,412 SH   SOLE   3,941,712 0 1,100,700
AerCap Holdings NV COMMON N00985106 141,963 3,100,310 SH   SOLE   2,427,210 0 673,100
Aon PLC COMMON G0408V102 179,648 1,802,252 SH   SOLE   1,383,452 0 418,800
Invesco Ltd. COMMON G491BT108 161,609 4,310,714 SH   SOLE   3,356,214 0 954,500
Flextronics International COMMON Y2573F102 163,933 14,494,514 SH   SOLE   11,392,814 0 3,101,700