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
Agilent Technologies, Inc. COMMON 00846U101 140,629 4,096,390 SH   SOLE   3,213,590 0 882,800
American Intl Group, Inc. COMMON 026874784 173,080 3,046,109 SH   SOLE   2,367,709 0 678,400
Analog Devices Inc COMMON 032654105 119,459 2,117,689 SH   SOLE   1,650,589 0 467,100
Applied Materials COMMON 038222105 150,017 10,212,215 SH   SOLE   7,984,615 0 2,227,600
Bank of America Corporatio COMMON 060505104 175,074 11,237,113 SH   SOLE   8,746,513 0 2,490,600
BP PLC Sponsored ADR COMMON 055622104 142,063 4,648,643 SH   SOLE   3,608,443 0 1,040,200
Capital One Financial Corp COMMON 14040H105 169,382 2,335,657 SH   SOLE   1,814,857 0 520,800
CBS Corporation COMMON 124857202 131,716 3,301,150 SH   SOLE   2,580,550 0 720,600
CIT Group Inc COMMON 125581801 184,323 4,604,618 SH   SOLE   3,602,418 0 1,002,200
CitiGroup, Inc. COMMON 172967424 168,124 3,388,917 SH   SOLE   2,647,717 0 741,200
Citizens Financial Group COMMON 174610105 161,011 6,748,159 SH   SOLE   5,263,859 0 1,484,300
Comcast Corporation Class A COMMON 20030N101 163,539 2,875,162 SH   SOLE   2,237,562 0 637,600
CVS Caremark Corporation COMMON 126650100 127,401 1,320,493 SH   SOLE   1,028,593 0 291,900
Exelon Corporation COMMON 30161N101 111,452 3,752,587 SH   SOLE   2,919,187 0 833,400
General Electric Company COMMON 369604103 165,570 6,565,039 SH   SOLE   5,123,139 0 1,441,900
Google Inc. Cl A COMMON 38259P508 128,284 200,955 SH   SOLE   154,485 0 46,470
Google Inc. Cl C COMMON 38259P706 38,532 63,331 SH   SOLE   52,781 0 10,550
International Paper Corp. COMMON 460146103 140,033 3,705,548 SH   SOLE   2,896,448 0 809,100
Keysight Technologies, Inc. COMMON 49338L103 137,789 4,467,870 SH   SOLE   3,500,170 0 967,700
Lowe's Companies, Inc. COMMON 548661107 129,501 1,879,010 SH   SOLE   1,461,510 0 417,500
Marsh & McLennan Companies Inc. COMMON 571748102 145,914 2,794,226 SH   SOLE   2,179,726 0 614,500
Merck & Co. Inc. COMMON 58933Y105 168,557 3,412,769 SH   SOLE   2,648,869 0 763,900
Microsoft Corporation COMMON 594918104 145,598 3,289,613 SH   SOLE   2,563,013 0 726,600
Oracle Corporation COMMON 68389X105 173,328 4,798,682 SH   SOLE   3,757,882 0 1,040,800
Owens-Illinois, Inc. COMMON 690768403 115,157 5,557,748 SH   SOLE   4,330,648 0 1,227,100
Procter & Gamble Company COMMON 742718109 143,101 1,989,173 SH   SOLE   1,551,673 0 437,500
Realogy Holdings Corporation COMMON 75605Y106 152,025 4,039,984 SH   SOLE   3,162,084 0 877,900
Sanofi ADR COMMON 80105N105 162,532 3,423,879 SH   SOLE   2,651,879 0 772,000
Texas Instruments Inc. COMMON 882508104 174,326 3,520,315 SH   SOLE   2,750,715 0 769,600
Thermo Fisher Scientific, COMMON 883556102 183,264 1,498,725 SH   SOLE   1,164,825 0 333,900
Time Warner, Inc. COMMON 887317303 144,290 2,098,766 SH   SOLE   1,638,966 0 459,800
Vivendi SA - Unspon ADR COMMON 92852T201 730 30,900 SH   SOLE   30,900 0 0
Vodafone Group Plc ADR COMMON 92857W308 150,599 4,744,780 SH   SOLE   3,644,080 0 1,100,700
AerCap Holdings NV COMMON N00985106 134,554 3,518,661 SH   SOLE   2,720,661 0 798,000
Aon PLC COMMON G0408V102 169,299 1,910,613 SH   SOLE   1,474,913 0 435,700
Invesco Ltd. COMMON G491BT108 145,963 4,673,793 SH   SOLE   3,608,393 0 1,065,400
Flextronics International COMMON Y2573F102 146,045 13,856,295 SH   SOLE   10,754,595 0 3,101,700