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
A T & T INC COMMON 00206R102 12,252,293 346,110 SH   SOLE   246,574 0 99,536
ACTAVIS INC COMMON 00507K103 309,239 2,450 SH   SOLE   0 0 2,450
ALEXION PHARMACEUTICA COMMON 15351109 2,137,201 23,170 SH   SOLE   7,290 0 15,880
ALLSTATE CORP COMMON 20002101 11,122,938 231,150 SH   SOLE   165,740 0 65,410
ALTRIA GROUP INC COMMON 02209S103 1,899,852 54,297 SH   SOLE   27,765 0 26,532
AMAZON COM INC COM COMMON 23135106 9,746,641 35,099 SH   SOLE   26,706 0 8,393
AMEREN CORP COM COMMON 23608102 846,019 24,565 SH   SOLE   23,955 0 610
AMERICAN EXPRESS CO COMMON 25816109 20,120,084 269,129 SH   SOLE   199,140 0 69,989
AMERICAN TOWER REIT C COMMON 03027X100 14,128,249 193,088 SH   SOLE   143,495 0 49,593
AMPHENOL CORP NEW CL COMMON 32095101 17,688,249 226,947 SH   SOLE   168,545 0 58,402
APPLE INC COMMON 37833100 34,730,973 87,587 SH   SOLE   65,356 0 22,231
ASPEN TECHNOLOGY INC COMMON 45327103 13,388,502 465,040 SH   SOLE   358,255 0 106,785
ASTRAZENECA PLC SPONS COMMON 46353108 283,800 6,000 SH   SOLE   0 0 6,000
BANK AMER CORP COMMON 60505104 216,054 16,800 SH   SOLE   900 0 15,900
BB&T CORP COM COMMON 54937107 3,225,207 95,195 SH   SOLE   61,540 0 33,655
BECTON DICKINSON & CO COMMON 75887109 276,724 2,800 SH   SOLE   0 0 2,800
BERKSHIRE HATHAWAY IN COMMON 84670702 6,208,762 55,475 SH   SOLE   46,365 0 9,110
BIOGEN IDEC INC COM COMMON 09062X103 21,411,324 99,495 SH   SOLE   75,420 0 24,075
BLACKROCK INC COM COMMON 09247X101 19,955,038 77,691 SH   SOLE   57,451 0 20,240
BOARDWALK PIPELINE PA COMMON 96627104 217,440 7,200 SH   SOLE   0 0 7,200
BOEING CO COMMON 97023105 18,737,670 182,914 SH   SOLE   136,335 0 46,579
BRISTOL MYERS SQUIBB COMMON 110122108 382,100 8,550 SH   SOLE   0 0 8,550
CA INC COMMON 12673P105 216,940 7,580 SH   SOLE   230 0 7,350
CADENCE DESIGN SYSTEM COMMON 127387108 13,389,366 924,680 SH   SOLE   706,380 0 218,300
CATAMARAN CORP COM COMMON 148887102 15,707,010 322,129 SH   SOLE   242,710 0 79,419
CBRE GROUP INC CL A COMMON 12504L109 14,881,138 637,035 SH   SOLE   492,945 0 144,090
CELGENE CORP COMMON 151020104 4,020,603 34,370 SH   SOLE   21,135 0 13,235
CENTURYLINK INC COMMON 156700106 4,245,535 120,100 SH   SOLE   104,700 0 15,400
CHEVRON CORP COMMON 166764100 23,377,001 197,541 SH   SOLE   146,984 0 50,557
CHUBB CORP COMMON 171232101 17,487,674 206,588 SH   SOLE   153,085 0 53,503
CHURCH & DWIGHT CO COMMON 171340102 15,364,830 248,984 SH   SOLE   186,690 0 62,294
CIGNA CORP COMMON 125509109 231,968 3,200 SH   SOLE   0 0 3,200
CISCO SYS INC COMMON 17275R102 16,387,067 673,395 SH   SOLE   500,450 0 172,945
CITIGROUP INC COMMON 172967424 23,001,423 479,496 SH   SOLE   359,420 0 120,076
CME GROUP INC COM COMMON 12572Q105 391,143 5,150 SH   SOLE   0 0 5,150
COCA COLA CO COMMON 191216100 284,781 7,100 SH   SOLE   7,100 0 0
COLGATE PALMOLIVE CO COMMON 194162103 10,767,942 187,955 SH   SOLE   129,240 0 58,715
CONAGRA INC COMMON 205887102 331,835 9,500 SH   SOLE   0 0 9,500
CONOCOPHILLIPS COMMON 20825C104 12,230,983 202,165 SH   SOLE   150,245 0 51,920
CONSOLIDATED EDISON I COMMON 209115104 11,274,186 193,349 SH   SOLE   144,812 0 48,537
COOPER COS INC COM NE COMMON 216648402 17,305,108 145,360 SH   SOLE   111,445 0 33,915
CROWN CASTLE INTL COR COMMON 228227104 901,256 12,450 SH   SOLE   1,900 0 10,550
CSX CORP COMMON 126408103 12,733,374 549,089 SH   SOLE   411,735 0 137,354
CUMMINS INC COMMON 231021106 12,775,212 117,787 SH   SOLE   89,070 0 28,717
CVS CORP COMMON 126650100 4,444,601 77,730 SH   SOLE   74,005 0 3,725
CYPRESS SEMICONDUCTOR COMMON 232806109 155,585 14,500 SH   SOLE   0 0 14,500
DANAHER CORP SHS BEN COMMON 235851102 13,880,487 219,281 SH   SOLE   159,345 0 59,936
DEERE & CO COM COMMON 244199105 6,008,275 73,948 SH   SOLE   50,240 0 23,708
DISCOVERY COMMUNICATN COMMON 25470F104 3,008,498 38,950 SH   SOLE   33,520 0 5,430
DOMINION RES INC VA N COMMON 25746U109 306,828 5,400 SH   SOLE   600 0 4,800
DR PEPPER SNAPPLE GRO COMMON 26138E109 962,693 20,960 SH   SOLE   13,200 0 7,760
DUKE ENERGY CORPORATI COMMON 26441C204 10,542,717 156,188 SH   SOLE   116,489 0 39,699
EATON CORP PLC SHS COMMON G29183103 12,557,535 190,815 SH   SOLE   145,640 0 45,175
ELECTRONICS FOR IMAGI COMMON 286082102 4,467,415 157,915 SH   SOLE   84,265 0 73,650
EOG RES INC COM COMMON 26875P101 21,225,519 161,190 SH   SOLE   120,065 0 41,125
EQUIFAX INC COM COMMON 294429105 14,202,366 241,004 SH   SOLE   189,719 0 51,285
EQUITY RESIDENTIAL SH COMMON 29476L107 203,210 3,500 SH   SOLE   0 0 3,500
EXXON MOBIL CORP COMMON 30231G102 26,254,424 290,586 SH   SOLE   211,576 0 79,010
FIFTH & PAC COS INC C COMMON 316645100 24,620,467 1,102,080 SH   SOLE   841,335 0 260,745
FISERV INC COM COMMON 337738108 14,057,276 160,820 SH   SOLE   120,165 0 40,655
FRANKLIN RES INC COMMON 354613101 18,856,589 415,893 SH   SOLE   306,585 0 109,308
FREEPORT MCMORAN COPP COMMON 35671D857 4,911,957 177,905 SH   SOLE   133,340 0 44,565
GENERAL ELEC CO COMMON 369604103 21,163,402 912,609 SH   SOLE   661,815 0 250,794
GOLDMAN SACHS GROUP I COMMON 38141G104 16,519,274 109,218 SH   SOLE   82,225 0 26,993
GOOGLE INC CL A COMMON 38259P508 19,214,956 21,826 SH   SOLE   16,908 0 4,918
HASBRO INC COM COMMON 418056107 224,150 5,000 SH   SOLE   0 0 5,000
HEALTH CARE REIT INC COMMON 42217K106 207,793 3,100 SH   SOLE   0 0 3,100
HOME DEPOT INC COMMON 437076102 24,172,613 312,025 SH   SOLE   229,947 0 82,078
I B M COMMON 459200101 15,726,143 82,288 SH   SOLE   61,828 0 20,460
ICON PLC SHS COMMON G4705A100 11,877,908 335,250 SH   SOLE   291,710 0 43,540
INTEL CORP COMMON 458140100 411,910 17,000 SH   SOLE   3,000 0 14,000
INTERNATIONAL PAPER C COMMON 460146103 13,024,925 293,950 SH   SOLE   224,495 0 69,455
INVENSENSE INC COM COMMON 46123D205 11,486,707 746,860 SH   SOLE   591,290 0 155,570
ISHARES TR RUSSELL100 COMMON 464287614 793,805 10,913 SH   SOLE   6,368 0 4,545
ISHARES TR RUSSELL100 COMMON 464287598 663,282 7,916 SH   SOLE   3,781 0 4,135
JARDEN CORP COM COMMON 471109108 18,730,994 428,137 SH   SOLE   320,108 0 108,029
JAZZ PHARMACEUTICALS COMMON G50871105 21,300,114 309,910 SH   SOLE   244,525 0 65,385
JOHNSON & JOHNSON COMMON 478160104 18,885,354 219,955 SH   SOLE   162,505 0 57,450
JPMORGAN CHASE & CO COMMON 46625H100 21,886,854 414,602 SH   SOLE   302,800 0 111,802
KIMBERLY CLARK CORP C COMMON 494368103 15,314,272 157,652 SH   SOLE   117,167 0 40,485
KINDER MORGAN INC DEL COMMON 49456B101 15,703,875 411,635 SH   SOLE   313,465 0 98,170
KRAFT FOODS GROUP INC COMMON 50076Q106 6,374,797 114,101 SH   SOLE   72,720 0 41,380
LEGGETT & PLATT INC C COMMON 524660107 298,464 9,600 SH   SOLE   0 0 9,600
LILLY, ELI AND COMPAN COMMON 532457108 211,216 4,300 SH   SOLE   0 0 4,300
LKQ CORP COM COMMON 501889208 16,502,531 640,875 SH   SOLE   472,805 0 168,070
LORILLARD INC COM COMMON 544147101 13,403,410 306,855 SH   SOLE   227,160 0 79,695
M & T BK CORP COM COMMON 55261F104 268,200 2,400 SH   SOLE   0 0 2,400
MARATHON OIL CORP COM COMMON 565849106 16,005,872 462,865 SH   SOLE   347,630 0 115,235
MARATHON PETE CORP CO COMMON 56585A102 12,361,598 173,960 SH   SOLE   133,500 0 40,460
MASTERCARD INC CL A COMMON 57636Q104 21,530,537 37,477 SH   SOLE   27,617 0 9,860
MCCORMICK & CO INC NO COMMON 579780206 1,804,382 25,645 SH   SOLE   24,300 0 1,345
MCDONALDS CORP COMMON 580135101 13,737,748 138,765 SH   SOLE   103,712 0 35,053
MDU RESOURCES GROUP I COMMON 552690109 1,899,125 73,297 SH   SOLE   39,555 0 33,742
MEADWESTVACO CORP COM COMMON 583334107 14,951,130 438,321 SH   SOLE   325,841 0 112,480
MEDASSETS INC COM COMMON 584045108 1,022,888 57,660 SH   SOLE   48,100 0 9,560
MERCK & COMPANY COMMON 58933Y105 16,777,827 361,202 SH   SOLE   264,014 0 97,188
METLIFE INC COMMON 59156R108 12,964,677 283,319 SH   SOLE   212,349 0 70,970
MICHAEL KORS HLDGS LT COMMON G60754101 15,687,649 252,945 SH   SOLE   196,200 0 56,745
MICROSOFT COMMON 594918104 20,861,534 603,894 SH   SOLE   453,789 0 150,105
MOHAWK INDS INC COM COMMON 608190104 213,731 1,900 SH   SOLE   0 0 1,900
MONDELEZ INTL INC COM COMMON 609207105 7,156,046 250,825 SH   SOLE   177,625 0 73,201
MONSANTO CO NEW COM COMMON 61166W101 17,613,611 178,275 SH   SOLE   134,150 0 44,125
MURPHY OIL CORP COMMON 626717102 213,115 3,500 SH   SOLE   0 0 3,500
MYLAN INC COMMON 628530107 17,326,531 558,380 SH   SOLE   422,265 0 136,115
NEWELL RUBBERMAID INC COMMON 651229106 233,625 8,900 SH   SOLE   2,000 0 6,900
NEXTERA ENERGY INC CO COMMON 65339F101 13,712,656 168,295 SH   SOLE   122,280 0 46,015
NOBLE ENERGY INC COMMON 655044105 21,148,517 352,240 SH   SOLE   257,635 0 94,605
NORTHEAST UTILS COMMON 664397106 270,105 6,428 SH   SOLE   0 0 6,428
NU SKIN ENTERPRISES I COMMON 67018T105 14,588,733 238,690 SH   SOLE   184,975 0 53,715
NXP SEMICONDUCTORS N COMMON N6596X109 13,423,285 432,730 SH   SOLE   355,320 0 77,410
OCCIDENTAL PETE CORP COMMON 674599105 206,597 2,315 SH   SOLE   240 0 2,075
OCEANEERING INTL INC COMMON 675232102 16,160,165 223,825 SH   SOLE   168,645 0 55,180
OMEGA HEALTHCARE INVS COMMON 681936100 210,936 6,800 SH   SOLE   0 0 6,800
ORACLE CORP COMMON 68389X105 11,864,495 386,340 SH   SOLE   295,310 0 91,030
OWENS CORNING NEW COM COMMON 690742101 13,278,212 339,770 SH   SOLE   266,260 0 73,510
PAYCHEX INC COM COMMON 704326107 15,087,027 413,230 SH   SOLE   311,335 0 101,895
PEPCO HOLDINGS INC CO COMMON 713291102 1,604,534 79,590 SH   SOLE   76,890 0 2,700
PEPSICO INC COMMON 713448108 15,452,012 188,923 SH   SOLE   143,723 0 45,200
PERRIGO CO COM COMMON 714290103 2,773,925 22,925 SH   SOLE   13,175 0 9,750
PFIZER INC COMMON 717081103 19,968,251 712,897 SH   SOLE   518,577 0 194,320
PHILIP MORRIS INTL IN COMMON 718172109 11,278,177 130,203 SH   SOLE   100,770 0 29,433
PLAINS ALL AMERN PIPE COMMON 726503105 312,536 5,600 SH   SOLE   0 0 5,600
PNC FINANCIAL SERVICE COMMON 693475105 13,335,974 182,885 SH   SOLE   136,255 0 46,630
POLARIS INDS INC COM COMMON 731068102 10,937,335 115,130 SH   SOLE   87,200 0 27,930
PROCTER & GAMBLE COMP COMMON 742718109 519,683 6,750 SH   SOLE   500 0 6,250
PUBLIC SVC ENTERPRISE COMMON 744573106 2,794,880 85,575 SH   SOLE   81,775 0 3,800
PVH CORPORATION COMMON 693656100 16,122,071 128,925 SH   SOLE   93,365 0 35,560
QUALCOMM INC COMMON 747525103 15,044,023 246,260 SH   SOLE   185,291 0 60,969
SALLY BEAUTY HLDGS IN COMMON 79546E104 15,522,321 499,110 SH   SOLE   376,945 0 122,165
SCHLUMBERGER COMMON 806857108 2,043,245 28,513 SH   SOLE   18,365 0 10,148
SCRIPPS NETWORKS INTE COMMON 811065101 11,962,724 179,190 SH   SOLE   132,050 0 47,140
SEADRILL LIMITED SHS COMMON G7945E105 236,292 5,800 SH   SOLE   0 0 5,800
SECTOR SPDR TR SBI EN COMMON 81369Y506 240,929 3,077 SH   SOLE   1,132 0 1,945
SECTOR SPDR TR SBI FI COMMON 81369Y605 345,927 17,790 SH   SOLE   5,110 0 12,680
SECTOR SPDR TR SBI TE COMMON 81369Y803 231,987 7,585 SH   SOLE   1,430 0 6,155
SIMON PPTY GROUP INC COMMON 828806109 355,320 2,250 SH   SOLE   0 0 2,250
SMUCKER J M CO COM NE COMMON 832696405 14,911,901 144,565 SH   SOLE   111,845 0 32,720
SOUTHERN CO COMMON 842587107 9,463,301 214,441 SH   SOLE   140,221 0 74,220
SPDR S&P MIDCAP 400 E COMMON 78467Y107 1,809,515 8,613 SH   SOLE   5,008 0 3,605
SPDR TR UNIT SER 1 COMMON 78462F103 6,206,332 38,688 SH   SOLE   21,356 0 17,332
SPECTRUM BRANDS HLDGS COMMON 84763R101 269,564 4,740 SH   SOLE   2,090 0 2,650
STERICYCLE INC COMMON 858912108 16,490,512 149,330 SH   SOLE   114,755 0 34,575
STRATASYS LTD SHS COMMON M85548101 13,956,946 166,670 SH   SOLE   134,205 0 32,465
SUNTRUST BKS INC COM COMMON 867914103 271,502 8,600 SH   SOLE   0 0 8,600
TARGET CORP COMMON 87612E106 13,101,648 190,265 SH   SOLE   154,690 0 35,575
TENET HEALTHCARE CORP COMMON 88033G407 16,562,117 359,265 SH   SOLE   276,555 0 82,710
TIME WARNER INC COM COMMON 887317303 13,510,973 233,673 SH   SOLE   179,010 0 54,663
TORCHMARK CORP COM COMMON 891027104 241,018 3,700 SH   SOLE   0 0 3,700
TRAVELERS COMPANIES I COMMON 89417E109 17,546,542 219,551 SH   SOLE   160,996 0 58,555
UNION PAC CORP COMMON 907818108 204,421 1,325 SH   SOLE   0 0 1,325
UNITED PARCEL SVC INC COMMON 911312106 216,200 2,500 SH   SOLE   0 0 2,500
UNITED RENTALS INC CO COMMON 911363109 14,444,703 289,415 SH   SOLE   220,865 0 68,550
US BANCORP COMMON 902973304 17,312,072 478,895 SH   SOLE   355,600 0 123,295
VERIZON COMMUNICATION COMMON 92343V104 15,982,454 317,490 SH   SOLE   233,265 0 84,225
VISHAY INTERTECHNOLOG COMMON 928298108 3,783,080 272,360 SH   SOLE   200,785 0 71,575
WALT DISNEY CO COMMON 254687106 19,447,313 307,954 SH   SOLE   225,297 0 82,657
WASTE MGMT INC DEL CO COMMON 94106L109 270,211 6,700 SH   SOLE   0 0 6,700
WELLPOINT INC COMMON 94973V107 14,090,802 172,175 SH   SOLE   130,165 0 42,010
WELLS FARGO & CO COMMON 949746101 18,897,476 457,899 SH   SOLE   342,114 0 115,785
XILINX INC COM COMMON 983919101 1,670,156 42,165 SH   SOLE   16,965 0 25,200