-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, Vj88kLMB1Zzi6A092/vlilU1bDOO7XCj0kZrfICfr7SFys8k9DzY7j2QL70RTkkd 5lC691Ktd6soI/paLrHKAg== 0001398739-10-000002.txt : 20100211 0001398739-10-000002.hdr.sgml : 20100211 20100211170610 ACCESSION NUMBER: 0001398739-10-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20091231 FILED AS OF DATE: 20100211 DATE AS OF CHANGE: 20100211 EFFECTIVENESS DATE: 20100211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Employees Retirement System of Texas CENTRAL INDEX KEY: 0001398739 IRS NUMBER: 746000098 STATE OF INCORPORATION: TX FISCAL YEAR END: 0831 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12470 FILM NUMBER: 10592676 BUSINESS ADDRESS: STREET 1: P.O. BOX 13207 CITY: AUSTIN STATE: TX ZIP: 78711-3207 BUSINESS PHONE: 512-867-7711 MAIL ADDRESS: STREET 1: P.O. BOX 13207 CITY: AUSTIN STATE: TX ZIP: 78711-3207 13F-HR 1 sec13f-20091231.txt SEC FORM 13F 2009-12-31 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2009 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Employees Retirement System of Texas Address: 18th & Brazos Austin, TX 78711 13F File Number: 28-99999 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Eddie Chan Title: Assistant Director of Finance Phone: 512-867-7310 Signature, Place, and Date of Signing: Eddie Chan Austin, Texas February 11, 2010 Report Type (Check only one.): [X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 1150 Form 13F Information Table Value Total: $8,015,192 List of Other Included Managers: None FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE - ------------------------------ ---------------- --------- -------- ---------- --- ---- ------- ---------- ---------- -------- ------ 3M CO COM 88579Y101 22693 274500 SH SOLE 274500 99 CENTS ONLY STORES COM 65440K106 836 64000 SH SOLE 64000 AARONS INC COM 002535201 2745 99000 SH SOLE 99000 ABBOTT LABS COM 002824100 48105 891000 SH SOLE 891000 ABERCROMBIE & FITCH CO CL A 002896207 767 22000 SH SOLE 22000 ABM INDS INC COM 000957100 2934 142000 SH SOLE 142000 ABOVENET INC COM 00374N107 722 11100 SH SOLE 11100 ACADIA RLTY TR COM SH BEN INT 004239109 1806 107030 SH SOLE 107030 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 8549 206000 SH SOLE 206000 ACE LTD SHS H0023R105 12091 239900 SH SOLE 239900 ACTIVISION BLIZZARD INC COM 00507V109 1122 101000 SH SOLE 101000 ACUITY BRANDS INC COM 00508Y102 3136 88000 SH SOLE 88000 ADOBE SYS INC COM 00724F101 17581 478000 SH SOLE 478000 ADTRAN INC COM 00738A106 1263 56000 SH SOLE 56000 ADVANCE AUTO PARTS INC COM 00751Y106 1984 49000 SH SOLE 49000 ADVANCED ENERGY INDS COM 007973100 1125 74600 SH SOLE 74600 ADVANCED MICRO DEVICES INC COM 007903107 1520 157000 SH SOLE 157000 AECOM TECHNOLOGY CORP DELAWA COM 00766T100 2475 90000 SH SOLE 90000 AEGEAN MARINE PETROLEUM NETW SHS Y0017S102 3070 111700 SH SOLE 111700 AEROPOSTALE COM 007865108 2394 70300 SH SOLE 70300 AEROVIRONMENT INC COM 008073108 855 29400 SH SOLE 29400 AES CORP COM 00130H105 3274 246000 SH SOLE 246000 AETNA INC NEW COM 00817Y108 13726 433000 SH SOLE 433000 AFFILIATED COMPUTER SERVICES CL A 008190100 1433 24000 SH SOLE 24000 AFFILIATED MANAGERS GROUP COM 008252108 1589 23600 SH SOLE 23600 AFLAC INC COM 001055102 11447 247500 SH SOLE 247500 AGCO CORP COM 001084102 2781 86000 SH SOLE 86000 AGILENT TECHNOLOGIES INC COM 00846U101 2455 79000 SH SOLE 79000 AGILYSYS INC COM 00847J105 1274 140000 SH SOLE 140000 AGL RES INC COM 001204106 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SH SOLE 33751 AMERICAN MED SYS HLDGS INC COM 02744M108 1177 61000 SH SOLE 61000 AMERICAN OIL & GAS INC NEW COM 028723104 850 202400 SH SOLE 202400 AMERICAN PHYSICIANS CAPITAL COM 028884104 1055 34800 SH SOLE 34800 AMERICAN PUBLIC EDUCATION IN COM 02913V103 1512 44000 SH SOLE 44000 AMERICAN SCIENCE & ENGR INC COM 029429107 2124 28000 SH SOLE 28000 AMERICAN TOWER CORP CL A 029912201 15426 357000 SH SOLE 357000 AMERICAN WTR WKS CO INC NEW COM 030420103 1053 47000 SH SOLE 47000 AMERIGON INC COM 03070L300 3993 502900 SH SOLE 502900 AMERIGROUP CORP COM 03073T102 3532 131000 SH SOLE 131000 AMERIPRISE FINL INC COM 03076C106 15431 397500 SH SOLE 397500 AMERISAFE INC COM 03071H100 1224 68100 SH SOLE 68100 AMERISOURCEBERGEN CORP COM 03073E105 1955 75000 SH SOLE 75000 AMETEK INC NEW COM 031100100 3686 96400 SH SOLE 96400 AMGEN INC COM 031162100 35130 621000 SH SOLE 621000 AMN HEALTHCARE SERVICES INC COM 001744101 1133 125000 SH SOLE 125000 AMPHENOL CORP NEW CL A 032095101 1893 41000 SH SOLE 41000 AMSURG CORP COM 03232P405 2114 96000 SH SOLE 96000 ANADARKO PETE CORP COM 032511107 21285 341000 SH SOLE 341000 ANALOG DEVICES INC COM 032654105 2337 74000 SH SOLE 74000 ANNALY CAP MGMT INC COM 035710409 1388 80000 SH SOLE 80000 ANSYS INC COM 03662Q105 1738 40000 SH SOLE 40000 AOL INC COM 00184X105 1489 63951 SH SOLE 63951 AON CORP COM 037389103 4409 115000 SH SOLE 115000 APACHE CORP COM 037411105 23533 228100 SH SOLE 228100 APARTMENT INVT & MGMT CO CL A 03748R101 3621 227470 SH SOLE 227470 APOGEE ENTERPRISES INC COM 037598109 1302 93000 SH SOLE 93000 APOLLO GROUP INC CL A 037604105 1575 26000 SH SOLE 26000 APPLE INC COM 037833100 103321 490000 SH SOLE 490000 APPLIED INDL TECHNOLOGIES IN COM 03820C105 618 28000 SH SOLE 28000 APPLIED MATLS INC COM 038222105 6385 458000 SH SOLE 458000 APPLIED SIGNAL TECHNOLOGY IN COM 038237103 965 50000 SH SOLE 50000 APTARGROUP INC COM 038336103 3572 99950 SH SOLE 99950 ARCH CAP GROUP LTD ORD G0450A105 1109 15500 SH SOLE 15500 ARCH COAL INC COM 039380100 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54000 SH SOLE 54000 ATS MED INC COM 002083103 1028 318130 SH SOLE 318130 AU OPTRONICS CORP SPONSORED ADR 002255107 7732 644883 SH SOLE 644883 AUTODESK INC COM 052769106 8589 338000 SH SOLE 338000 AUTOMATIC DATA PROCESSING IN COM 053015103 7237 169000 SH SOLE 169000 AUTONATION INC COM 05329W102 575 30000 SH SOLE 30000 AUTOZONE INC COM 053332102 3003 19000 SH SOLE 19000 AVALONBAY CMNTYS INC COM 053484101 5738 69884 SH SOLE 69884 AVERY DENNISON CORP COM 053611109 1022 28000 SH SOLE 28000 AVID TECHNOLOGY INC COM 05367P100 1659 130000 SH SOLE 130000 AVISTA CORP COM 05379B107 1187 55000 SH SOLE 55000 AVON PRODS INC COM 054303102 9072 288000 SH SOLE 288000 AZZ INC COM 002474104 1504 46000 SH SOLE 46000 BAIDU INC SPON ADR REP A 056752108 247 600 SH SOLE 600 BAKER HUGHES INC COM 057224107 8035 198500 SH SOLE 198500 BALDOR ELEC CO COM 057741100 3202 114000 SH SOLE 114000 BALL CORP COM 058498106 3888 75200 SH SOLE 75200 BANCO LATINOAMERICANO DE COM SHS E P16994132 377 27100 SH SOLE 27100 BANCO SANTANDER BRASIL S A ADS REP 1 UNIT 05967A107 1882 135000 SH SOLE 135000 BANCOLOMBIA S A SPON ADR PREF 05968L102 1079 23700 SH SOLE 23700 BANCORPSOUTH INC COM 059692103 880 37500 SH SOLE 37500 BANK OF AMERICA CORPORATION COM 060505104 94905 6301800 SH SOLE 6301800 BANK OF NEW YORK MELLON CORP COM 064058100 12852 459500 SH SOLE 459500 BANK OF THE OZARKS INC COM 063904106 3220 110000 SH SOLE 110000 BARD C R INC COM 067383109 1792 23000 SH SOLE 23000 BAXTER INTL INC COM 071813109 26523 452000 SH SOLE 452000 BB&T CORP COM 054937107 17579 692900 SH SOLE 692900 BE AEROSPACE INC COM 073302101 884 37600 SH SOLE 37600 BECKMAN COULTER INC COM 075811109 2225 34000 SH SOLE 34000 BECTON DICKINSON & CO COM 075887109 8911 113000 SH SOLE 113000 BED BATH & BEYOND INC COM 075896100 8595 222500 SH SOLE 222500 BEMIS INC COM 081437105 830 28000 SH SOLE 28000 BERKLEY W R CORP COM 084423102 1656 67200 SH SOLE 67200 BEST BUY INC COM 086516101 5939 150500 SH SOLE 150500 BIG 5 SPORTING GOODS CORP COM 08915P101 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SH SOLE 114000 CAREER EDUCATION CORP COM 141665109 816 35000 SH SOLE 35000 CAREFUSION CORP COM 14170T101 1188 47500 SH SOLE 47500 CARNIVAL CORP PAIRED CTF 143658300 3327 105000 SH SOLE 105000 CARTER INC COM 146229109 1969 75000 SH SOLE 75000 CASH AMER INTL INC COM 14754D100 3059 87500 SH SOLE 87500 CATERPILLAR INC DEL COM 149123101 26272 461000 SH SOLE 461000 CATO CORP NEW CL A 149205106 943 47000 SH SOLE 47000 CB RICHARD ELLIS GROUP INC CL A 12497T101 760 56000 SH SOLE 56000 CBL & ASSOC PPTYS INC COM 124830100 321 33240 SH SOLE 33240 CBS CORP NEW CL B 124857202 13617 969200 SH SOLE 969200 CDC SOFTWARE CORP SPN ADR LV III 12507Y108 433 44800 SH SOLE 44800 CEC ENTMT INC COM 125137109 2107 66000 SH SOLE 66000 CELGENE CORP COM 151020104 12973 233000 SH SOLE 233000 CELLCOM ISRAEL LTD SHS M2196U109 192 6000 SH SOLE 6000 CEMEX SAB DE CV SPON ADR NEW 151290889 2543 215152 SH SOLE 215152 CENTERPOINT ENERGY INC COM 15189T107 2220 153000 SH SOLE 153000 CENTRAL EUROPEAN MEDIA ENTRP CL A NEW 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164000 COMMVAULT SYSTEMS INC COM 204166102 1142 48200 SH SOLE 48200 COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 2194 29200 SH SOLE 29200 COMPANHIA SIDERURGICA NACION SPONSORED ADR 20440W105 9304 291400 SH SOLE 291400 COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 204429104 581 14900 SH SOLE 14900 COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 435 13000 SH SOLE 13000 COMPUTER SCIENCES CORP COM 205363104 10010 174000 SH SOLE 174000 COMPUWARE CORP COM 205638109 434 60000 SH SOLE 60000 COMSTOCK RES INC COM NEW 205768203 888 21900 SH SOLE 21900 CONAGRA FOODS INC COM 205887102 5855 254000 SH SOLE 254000 CONCEPTUS INC COM 206016107 749 39900 SH SOLE 39900 CONCUR TECHNOLOGIES INC COM 206708109 2351 55000 SH SOLE 55000 CONMED CORP COM 207410101 889 39000 SH SOLE 39000 CONOCOPHILLIPS COM 20825C104 64144 1256000 SH SOLE 1256000 CONSOL ENERGY INC COM 20854P109 3785 76000 SH SOLE 76000 CONSOLIDATED EDISON INC COM 209115104 4361 96000 SH SOLE 96000 CONSTELLATION BRANDS INC CL A 21036P108 10120 635300 SH SOLE 635300 CONSTELLATION ENERGY GROUP I COM 210371100 1547 44000 SH SOLE 44000 CONTINENTAL AIRLS INC CL B 210795308 2168 121000 SH SOLE 121000 COOPER INDUSTRIES PLC SHS G24140108 4383 102800 SH SOLE 102800 COPA HOLDINGS SA CL A P31076105 926 17000 SH SOLE 17000 COPART INC COM 217204106 1538 42000 SH SOLE 42000 CORE LABORATORIES N V COM N22717107 3355 28400 SH SOLE 28400 CORN PRODS INTL INC COM 219023108 1286 44000 SH SOLE 44000 CORNING INC COM 219350105 32651 1690900 SH SOLE 1690900 CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 1557 42500 SH SOLE 42500 CORRECTIONS CORP AMER NEW COM NEW 22025Y407 3211 130800 SH SOLE 130800 COSTCO WHSL CORP NEW COM 22160K105 5976 101000 SH SOLE 101000 COVENTRY HEALTH CARE INC COM 222862104 1020 42000 SH SOLE 42000 COVIDIEN PLC SHS G2554F105 2873 60000 SH SOLE 60000 CRA INTL INC COM 12618T105 1231 46200 SH SOLE 46200 CREDICORP LTD COM G2519Y108 1718 22300 SH SOLE 22300 CREE INC COM 225447101 2537 45000 SH SOLE 45000 CRYOLIFE INC COM 228903100 732 114000 SH SOLE 114000 CSX CORP COM 126408103 4655 96000 SH SOLE 96000 CTC MEDIA INC COM 12642X106 858 57600 SH SOLE 57600 CUBIST PHARMACEUTICALS INC COM 229678107 664 35000 SH SOLE 35000 CULLEN FROST BANKERS INC COM 229899109 1535 30700 SH SOLE 30700 CUMMINS INC COM 231021106 8163 178000 SH SOLE 178000 CURTISS WRIGHT CORP COM 231561101 2412 77000 SH SOLE 77000 CVB FINL CORP COM 126600105 1123 130000 SH SOLE 130000 CVS CAREMARK CORPORATION COM 126650100 16073 499000 SH SOLE 499000 D R HORTON INC COM 23331A109 4620 425000 SH SOLE 425000 DAKTRONICS INC COM 234264109 1382 150000 SH SOLE 150000 DANAHER CORP DEL COM 235851102 23162 308000 SH SOLE 308000 DARDEN RESTAURANTS INC COM 237194105 1263 36000 SH SOLE 36000 DARLING INTL INC COM 237266101 2020 241000 SH SOLE 241000 DAVITA INC COM 23918K108 8459 144000 SH SOLE 144000 DCT INDUSTRIAL TRUST INC COM 233153105 778 155000 SH SOLE 155000 DEALERTRACK HLDGS INC COM 242309102 1114 59300 SH SOLE 59300 DEAN FOODS CO NEW COM 242370104 7162 397000 SH SOLE 397000 DECKERS OUTDOOR CORP COM 243537107 4577 45000 SH SOLE 45000 DEERE & CO COM 244199105 7410 137000 SH SOLE 137000 DELL INC COM 24702R101 21325 1485000 SH SOLE 1485000 DELTA AIR LINES INC DEL COM NEW 247361702 2561 225000 SH SOLE 225000 DENBURY RES INC COM NEW 247916208 1850 125000 SH SOLE 125000 DENTSPLY INTL INC NEW COM 249030107 1266 36000 SH SOLE 36000 DEUTSCHE BANK AG NAMEN AKT D18190898 11034 155600 SH SOLE 155600 DEVELOPERS DIVERSIFIED RLTY COM 251591103 1073 115900 SH SOLE 115900 DEVON ENERGY CORP NEW COM 25179M103 36316 494100 SH SOLE 494100 DEVRY INC DEL COM 251893103 6893 121500 SH SOLE 121500 DEXCOM INC COM 252131107 1265 156600 SH SOLE 156600 DG FASTCHANNEL INC COM 23326R109 1206 43171 SH SOLE 43171 DIAMOND OFFSHORE DRILLING IN COM 25271C102 1575 16000 SH SOLE 16000 DIAMONDROCK HOSPITALITY CO COM 252784301 1354 159900 SH SOLE 159900 DICKS SPORTING GOODS INC COM 253393102 1102 44300 SH SOLE 44300 DIEBOLD INC COM 253651103 541 19000 SH SOLE 19000 DIGITAL RIV INC COM 25388B104 3914 145000 SH SOLE 145000 DIGITAL RLTY TR INC COM 253868103 3303 65700 SH SOLE 65700 DIGITALGLOBE INC COM NEW 25389M877 1742 72000 SH SOLE 72000 DIODES INC COM 254543101 2454 120000 SH SOLE 120000 DIONEX CORP COM 254546104 960 13000 SH SOLE 13000 DIRECTV COM CL A 25490A101 25947 778018 SH SOLE 778018 DISCOVER FINL SVCS COM 254709108 2030 138000 SH SOLE 138000 DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 1362 44400 SH SOLE 44400 DISNEY WALT CO COM DISNEY 254687106 26864 833000 SH SOLE 833000 DOLLAR TREE INC COM 256746108 2816 58300 SH SOLE 58300 DOMINION RES INC VA NEW COM 25746U109 9808 252000 SH SOLE 252000 DONALDSON INC COM 257651109 2425 57000 SH SOLE 57000 DONNELLEY R R & SONS CO COM 257867101 1180 53000 SH SOLE 53000 DOUGLAS EMMETT INC COM 25960P109 998 70000 SH SOLE 70000 DOVER CORP COM 260003108 9154 220000 SH SOLE 220000 DOW CHEM CO COM 260543103 13704 496000 SH SOLE 496000 DPL INC COM 233293109 2236 81000 SH SOLE 81000 DR PEPPER SNAPPLE 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SH SOLE 16500 EASTMAN CHEM CO COM 277432100 964 16000 SH SOLE 16000 EASTMAN KODAK CO COM 277461109 338 80000 SH SOLE 80000 EATON CORP COM 278058102 2418 38000 SH SOLE 38000 EBAY INC COM 278642103 14901 633000 SH SOLE 633000 ECOLAB INC COM 278865100 8517 191000 SH SOLE 191000 EDISON INTL COM 281020107 14573 419000 SH SOLE 419000 EDWARDS LIFESCIENCES CORP COM 28176E108 3995 46000 SH SOLE 46000 EL PASO CORP COM 28336L109 2536 258000 SH SOLE 258000 EL PASO ELEC CO COM NEW 283677854 1764 87000 SH SOLE 87000 ELECTRONIC ARTS INC COM 285512109 3870 218000 SH SOLE 218000 ELECTRONICS FOR IMAGING INC COM 286082102 2498 192000 SH SOLE 192000 EMBRAER-EMPRESA BRASILEIRA D SP ADR COM SHS 29081M102 3600 162800 SH SOLE 162800 EMCOR GROUP INC COM 29084Q100 7064 262600 SH SOLE 262600 EMERGENCY MEDICAL SVCS CORP CL A 29100P102 2058 38000 SH SOLE 38000 EMERSON ELEC CO COM 291011104 23174 544000 SH SOLE 544000 ENDOLOGIX INC COM 29266S106 1108 209835 SH SOLE 209835 ENERGEN CORP COM 29265N108 4914 105000 SH SOLE 105000 ENERGIZER HLDGS INC COM 29266R108 3003 49000 SH SOLE 49000 ENERGYSOLUTIONS INC COM 292756202 1728 203500 SH SOLE 203500 ENPRO INDS INC COM 29355X107 2430 92000 SH SOLE 92000 ENTEGRIS INC COM 29362U104 1697 321400 SH SOLE 321400 ENTERGY CORP NEW COM 29364G103 9330 114000 SH SOLE 114000 ENTERTAINMENT PPTYS TR COM SH BEN INT 29380T105 4183 118600 SH SOLE 118600 EOG RES INC COM 26875P101 17028 175000 SH SOLE 175000 EPIQ SYS INC COM 26882D109 1301 93000 SH SOLE 93000 EQT CORP COM 26884L109 6281 143000 SH SOLE 143000 EQUIFAX INC COM 294429105 5097 165000 SH SOLE 165000 EQUINIX INC COM NEW 29444U502 5414 51000 SH SOLE 51000 EQUITY LIFESTYLE PPTYS INC COM 29472R108 1363 27000 SH SOLE 27000 EQUITY RESIDENTIAL SH BEN INT 29476L107 12946 383250 SH SOLE 383250 ESSEX PPTY TR INC COM 297178105 1748 20900 SH SOLE 20900 ESTERLINE TECHNOLOGIES CORP COM 297425100 2242 55000 SH SOLE 55000 EURONET WORLDWIDE INC COM 298736109 4419 201300 SH SOLE 201300 EVERCORE PARTNERS INC CLASS A 29977A105 532 17500 SH SOLE 17500 EVEREST RE GROUP LTD COM G3223R108 1885 22000 SH SOLE 22000 EXCO RESOURCES INC COM 269279402 1486 70000 SH SOLE 70000 EXELON CORP COM 30161N101 15101 309000 SH SOLE 309000 EXPEDIA INC DEL COM 30212P105 3059 119000 SH SOLE 119000 EXPEDITORS INTL WASH INC COM 302130109 1806 52000 SH SOLE 52000 EXPRESS SCRIPTS INC COM 302182100 17722 205000 SH SOLE 205000 EXXON MOBIL CORP COM 30231G102 195262 2863500 SH SOLE 2863500 EZCORP INC CL A NON VTG 302301106 2014 117000 SH SOLE 117000 F M C CORP COM NEW 302491303 6747 121000 SH SOLE 121000 F5 NETWORKS INC COM 315616102 2654 50100 SH SOLE 50100 FACTSET RESH SYS INC COM 303075105 7443 113000 SH SOLE 113000 FAMILY DLR STORES INC COM 307000109 4119 148000 SH SOLE 148000 FARO TECHNOLOGIES INC COM 311642102 2358 110000 SH SOLE 110000 FASTENAL CO COM 311900104 1291 31000 SH SOLE 31000 FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 4287 63300 SH SOLE 63300 FEDERATED INVS INC PA CL B 314211103 1339 48700 SH SOLE 48700 FEDEX CORP COM 31428X106 6092 73000 SH SOLE 73000 FIDELITY NATIONAL FINANCIAL CL A 31620R105 915 68000 SH SOLE 68000 FIDELITY NATL INFORMATION SV COM 31620M106 1594 68000 SH SOLE 68000 FIFTH THIRD BANCORP COM 316773100 3179 326000 SH SOLE 326000 FIRST CASH FINL SVCS INC COM 31942D107 1331 60000 SH SOLE 60000 FIRST COMWLTH FINL CORP PA COM 319829107 1681 361400 SH SOLE 361400 FIRST FINL BANCORP OH COM 320209109 2429 166800 SH SOLE 166800 FIRST HORIZON NATL CORP COM 320517105 778 58069 SH SOLE 58069 FIRST INDUSTRIAL REALTY TRUS COM 32054K103 126 24000 SH SOLE 24000 FIRST NIAGARA FINL GP INC COM 33582V108 1309 94100 SH SOLE 94100 FIRST SOLAR INC COM 336433107 1489 11000 SH SOLE 11000 FIRSTENERGY CORP COM 337932107 8082 174000 SH SOLE 174000 FIRSTMERIT CORP COM 337915102 2079 103239 SH SOLE 103239 FISERV INC COM 337738108 1939 40000 SH SOLE 40000 FLEXTRONICS INTL LTD ORD Y2573F102 16822 2301250 SH SOLE 2301250 FLIR SYS INC COM 302445101 13088 400000 SH SOLE 400000 FLOWERS FOODS INC COM 343498101 594 25000 SH SOLE 25000 FLOWSERVE CORP COM 34354P105 1040 11000 SH SOLE 11000 FLUOR CORP NEW COM 343412102 5900 131000 SH SOLE 131000 FMC TECHNOLOGIES INC COM 30249U101 5148 89000 SH SOLE 89000 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 9212 192400 SH SOLE 192400 FOOT LOCKER INC COM 344849104 3149 282700 SH SOLE 282700 FORD MTR CO DEL COM PAR $0.01 345370860 21479 2147900 SH SOLE 2147900 FOREST CITY ENTERPRISES INC CL A 345550107 589 50000 SH SOLE 50000 FOREST LABS INC COM 345838106 5876 183000 SH SOLE 183000 FOREST OIL CORP COM PAR $0.01 346091705 1113 50000 SH SOLE 50000 FORMFACTOR INC COM 346375108 1741 80000 SH SOLE 80000 FORTUNE BRANDS INC COM 349631101 1598 37000 SH SOLE 37000 FOSSIL INC COM 349882100 3759 112000 SH SOLE 112000 FOSTER WHEELER AG COM H27178104 3135 106500 SH SOLE 106500 FPL GROUP INC COM 302571104 10194 193000 SH SOLE 193000 FRANKLIN RES INC COM 354613101 11167 106000 SH SOLE 106000 FREEPORT-MCMORAN COPPER & GO COM 35671D857 22401 279000 SH SOLE 279000 FRONTIER COMMUNICATIONS CORP COM 35906A108 2983 382000 SH SOLE 382000 FRONTIER OIL CORP COM 35914P105 783 65000 SH SOLE 65000 FTI CONSULTING INC COM 302941109 2976 63100 SH SOLE 63100 FUEL SYS SOLUTIONS INC COM 35952W103 944 22900 SH SOLE 22900 FULLER H B CO COM 359694106 1604 70500 SH SOLE 70500 G & K SVCS INC CL A 361268105 829 33000 SH SOLE 33000 GAFISA S A SPONS ADR 362607301 3560 110000 SH SOLE 110000 GAMESTOP CORP NEW CL A 36467W109 856 39000 SH SOLE 39000 GANNETT INC COM 364730101 921 62000 SH SOLE 62000 GAP INC DEL COM 364760108 6861 327500 SH SOLE 327500 GARDNER DENVER INC COM 365558105 5489 129000 SH SOLE 129000 GARMIN LTD ORD G37260109 5987 195000 SH SOLE 195000 GAYLORD ENTMT CO NEW COM 367905106 1462 74000 SH SOLE 74000 GENERAL CABLE CORP DEL NEW COM 369300108 1221 41500 SH SOLE 41500 GENERAL DYNAMICS CORP COM 369550108 15543 228000 SH SOLE 228000 GENERAL ELECTRIC CO COM 369604103 107830 7126900 SH SOLE 7126900 GENERAL MLS INC COM 370334104 6231 88000 SH SOLE 88000 GENESCO INC COM 371532102 1236 45000 SH SOLE 45000 GENOPTIX INC COM 37243V100 1229 34600 SH SOLE 34600 GEN-PROBE INC NEW COM 36866T103 2660 62000 SH SOLE 62000 GENTEX CORP COM 371901109 3570 200000 SH SOLE 200000 GENTIVA HEALTH SERVICES INC COM 37247A102 2026 75000 SH SOLE 75000 GENUINE PARTS CO COM 372460105 6605 174000 SH SOLE 174000 GENWORTH FINL INC COM CL A 37247D106 2599 229000 SH SOLE 229000 GENZYME CORP COM 372917104 5930 121000 SH SOLE 121000 GEO GROUP INC COM 36159R103 2626 120000 SH SOLE 120000 GEOEYE INC COM 37250W108 2230 80000 SH SOLE 80000 G-III APPAREL GROUP LTD COM 36237H101 1974 91100 SH SOLE 91100 GILEAD SCIENCES INC COM 375558103 22592 522000 SH SOLE 522000 GLACIER BANCORP INC NEW COM 37637Q105 1537 112000 SH SOLE 112000 GLOBAL PMTS INC COM 37940X102 2693 50000 SH SOLE 50000 GLOBAL TRAFFIC NETWORK INC COM 37947B103 535 129000 SH SOLE 129000 GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 2871 219000 SH SOLE 219000 GOLDMAN SACHS GROUP INC COM 38141G104 66979 396700 SH SOLE 396700 GOODRICH CORP COM 382388106 12272 191000 SH SOLE 191000 GOODYEAR TIRE & RUBR CO COM 382550101 860 61000 SH SOLE 61000 GOOGLE INC CL A 38259P508 107133 172800 SH SOLE 172800 GRAFTECH INTL LTD COM 384313102 575 37000 SH SOLE 37000 GRAINGER W W INC COM 384802104 1356 14000 SH SOLE 14000 GREAT PLAINS ENERGY INC COM 391164100 1280 66000 SH SOLE 66000 GREENHILL & CO INC COM 395259104 778 9700 SH SOLE 9700 GROUP 1 AUTOMOTIVE INC COM 398905109 1559 55000 SH SOLE 55000 GUESS INC COM 401617105 1912 45200 SH SOLE 45200 GYMBOREE CORP COM 403777105 1696 39000 SH SOLE 39000 HAEMONETICS CORP COM 405024100 1974 35800 SH SOLE 35800 HAIN CELESTIAL GROUP INC COM 405217100 851 50000 SH SOLE 50000 HALLIBURTON CO COM 406216101 17648 586500 SH SOLE 586500 HALOZYME THERAPEUTICS INC COM 40637H109 1450 247000 SH SOLE 247000 HANCOCK HLDG CO COM 410120109 1620 37000 SH SOLE 37000 HANESBRANDS INC COM 410345102 1326 55000 SH SOLE 55000 HANOVER INS GROUP INC COM 410867105 1111 25000 SH SOLE 25000 HANSEN NAT CORP COM 411310105 1766 46000 SH SOLE 46000 HARLEY DAVIDSON INC COM 412822108 1411 56000 SH SOLE 56000 HARMAN INTL INDS INC COM 413086109 2011 57000 SH SOLE 57000 HARRIS CORP DEL COM 413875105 2829 59500 SH SOLE 59500 HARRIS STRATEX NTWRKS INC CL A 41457P106 814 117736 SH SOLE 117736 HARTFORD FINL SVCS GROUP INC COM 416515104 3675 158000 SH SOLE 158000 HASBRO INC COM 418056107 2180 68000 SH SOLE 68000 HCC INS HLDGS INC COM 404132102 2744 98100 SH SOLE 98100 HCP INC COM 40414L109 8384 274537 SH SOLE 274537 HDFC BANK LTD ADR REPS 3 SHS 40415F101 2211 17000 SH SOLE 17000 HEALTH CARE REIT INC COM 42217K106 7989 180257 SH SOLE 180257 HEALTHCARE RLTY TR COM 421946104 3442 160400 SH SOLE 160400 HEALTHCARE SVCS GRP INC COM 421906108 2253 105000 SH SOLE 105000 HEALTHSPRING INC COM 42224N101 1162 66000 SH SOLE 66000 HEARTLAND EXPRESS INC COM 422347104 6627 434000 SH SOLE 434000 HEINZ H J CO COM 423074103 15009 351000 SH SOLE 351000 HELIX ENERGY SOLUTIONS GRP I COM 42330P107 1351 115000 SH SOLE 115000 HERITAGE CRYSTAL CLEAN INC COM 42726M106 500 47800 SH SOLE 47800 HERSHEY CO COM 427866108 1503 42000 SH SOLE 42000 HERTZ GLOBAL HOLDINGS INC COM 42805T105 4110 344800 SH SOLE 344800 HESS CORP COM 42809H107 8652 143000 SH SOLE 143000 HEWLETT PACKARD CO COM 428236103 78002 1514300 SH SOLE 1514300 HHGREGG INC COM 42833L108 1945 88300 SH SOLE 88300 HIGHWOODS PPTYS INC COM 431284108 1768 53000 SH SOLE 53000 HILLENBRAND INC COM 431571108 2807 149000 SH SOLE 149000 HMS HLDGS CORP COM 40425J101 4840 99400 SH SOLE 99400 HOLOGIC INC COM 436440101 2030 140000 SH SOLE 140000 HOME DEPOT INC COM 437076102 28241 976200 SH SOLE 976200 HOME PROPERTIES INC COM 437306103 3769 79000 SH SOLE 79000 HONEYWELL INTL INC COM 438516106 11505 293500 SH SOLE 293500 HORMEL FOODS CORP COM 440452100 692 18000 SH SOLE 18000 HOSPIRA INC COM 441060100 10333 202600 SH SOLE 202600 HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 2196 92600 SH SOLE 92600 HOST HOTELS & RESORTS INC COM 44107P104 8188 701654 SH SOLE 701654 HOT TOPIC INC COM 441339108 1603 252000 SH SOLE 252000 HRPT PPTYS TR COM SH BEN INT 40426W101 1019 157500 SH SOLE 157500 HUB GROUP INC CL A 443320106 2428 90500 SH SOLE 90500 HUDSON CITY BANCORP COM 443683107 3335 242900 SH SOLE 242900 HUMANA INC COM 444859102 4433 101000 SH SOLE 101000 HUNT J B TRANS SVCS INC COM 445658107 2152 66700 SH SOLE 66700 HUNTINGTON BANCSHARES INC COM 446150104 657 180000 SH SOLE 180000 ICICI BK LTD ADR 45104G104 5411 143500 SH SOLE 143500 ICONIX BRAND GROUP INC COM 451055107 2075 164000 SH SOLE 164000 IHS INC CL A 451734107 850 15500 SH SOLE 15500 ILLINOIS TOOL WKS INC COM 452308109 11614 242000 SH SOLE 242000 IMS HEALTH INC COM 449934108 1853 88000 SH SOLE 88000 INCONTACT INC COM 45336E109 1165 397601 SH SOLE 397601 INCYTE CORP COM 45337C102 1448 159000 SH SOLE 159000 INFORMATICA CORP COM 45666Q102 1112 43000 SH SOLE 43000 INFOSYS TECHNOLOGIES LTD SPONSORED ADR 456788108 3979 72000 SH SOLE 72000 INGERSOLL-RAND PLC SHS G47791101 16798 470000 SH SOLE 470000 INGRAM MICRO INC CL A 457153104 2225 127500 SH SOLE 127500 INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 1140 31000 SH SOLE 31000 INTEGRYS ENERGY GROUP INC COM 45822P105 966 23000 SH SOLE 23000 INTEL CORP COM 458140100 54048 2649400 SH SOLE 2649400 INTERCONTINENTALEXCHANGE INC COM 45865V100 8984 80000 SH SOLE 80000 INTERNATIONAL BUSINESS MACHS COM 459200101 108123 826000 SH SOLE 826000 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 987 24000 SH SOLE 24000 INTERNATIONAL GAME TECHNOLOG COM 459902102 4786 255000 SH SOLE 255000 INTERPUBLIC GROUP COS INC COM 460690100 937 127000 SH SOLE 127000 INTEVAC INC COM 461148108 1721 150000 SH SOLE 150000 INTL PAPER CO COM 460146103 7606 284000 SH SOLE 284000 INTUIT COM 461202103 2426 79000 SH SOLE 79000 INTUITIVE SURGICAL INC COM NEW 46120E602 3337 11000 SH SOLE 11000 INVACARE CORP COM 461203101 1097 44000 SH SOLE 44000 INVENTIV HEALTH INC COM 46122E105 922 57000 SH SOLE 57000 INVESCO LTD SHS G491BT108 9612 409200 SH SOLE 409200 INVESTMENT TECHNOLOGY GRP NE COM 46145F105 1182 60000 SH SOLE 60000 IPC THE HOSPITALIST CO INC COM 44984A105 1127 33900 SH SOLE 33900 IPG PHOTONICS CORP COM 44980X109 2678 160000 SH SOLE 160000 IRON MTN INC COM 462846106 1047 46000 SH SOLE 46000 ISIS PHARMACEUTICALS INC COM 464330109 1476 133000 SH SOLE 133000 ITT CORP NEW COM 450911102 2089 42000 SH SOLE 42000 ITT EDUCATIONAL SERVICES INC COM 45068B109 1842 19200 SH SOLE 19200 J CREW GROUP INC COM 46612H402 1879 42000 SH SOLE 42000 JABIL CIRCUIT INC COM 466313103 5046 290500 SH SOLE 290500 JACK IN THE BOX INC COM 466367109 2183 111000 SH SOLE 111000 JACOBS ENGR GROUP INC DEL COM 469814107 1166 31000 SH SOLE 31000 JAGUAR MNG INC COM 47009M103 1502 134200 SH SOLE 134200 JANUS CAP GROUP INC COM 47102X105 605 45000 SH SOLE 45000 JDS UNIPHASE CORP COM PAR $0.001 46612J507 371 45000 SH SOLE 45000 JEFFERIES GROUP INC NEW COM 472319102 1471 62000 SH SOLE 62000 JO-ANN STORES INC COM 47758P307 5146 142000 SH SOLE 142000 JOHNSON & JOHNSON COM 478160104 98451 1528500 SH SOLE 1528500 JOHNSON CTLS INC COM 478366107 4304 158000 SH SOLE 158000 JONES APPAREL GROUP INC COM 480074103 6549 407800 SH SOLE 407800 JONES LANG LASALLE INC COM 48020Q107 1812 30000 SH SOLE 30000 JOS A BANK CLOTHIERS INC COM 480838101 2447 58000 SH SOLE 58000 JPMORGAN CHASE & CO COM 46625H100 106717 2561000 SH SOLE 2561000 JUNIPER NETWORKS INC COM 48203R104 3440 129000 SH SOLE 129000 K12 INC COM 48273U102 1419 70000 SH SOLE 70000 KAMAN CORP COM 483548103 2794 121000 SH SOLE 121000 KANSAS CITY SOUTHERN COM NEW 485170302 1099 33000 SH SOLE 33000 KAYDON CORP COM 486587108 2718 76000 SH SOLE 76000 KB HOME COM 48666K109 1477 108000 SH SOLE 108000 KBR INC COM 48242W106 3306 174000 SH SOLE 174000 KELLOGG CO COM 487836108 12449 234000 SH SOLE 234000 KENDLE INTERNATIONAL INC COM 48880L107 1117 61000 SH SOLE 61000 KENNAMETAL INC COM 489170100 2203 85000 SH SOLE 85000 KEYCORP NEW COM 493267108 993 179000 SH SOLE 179000 KHD HUMBOLDT WEDAG INTL LTD COM 482462108 1769 130000 SH SOLE 130000 KILROY RLTY CORP COM 49427F108 3987 130000 SH SOLE 130000 KIMBERLY CLARK CORP COM 494368103 19317 303200 SH SOLE 303200 KIMCO REALTY CORP COM 49446R109 5874 434183 SH SOLE 434183 KING PHARMACEUTICALS INC COM 495582108 736 60000 SH SOLE 60000 KINROSS GOLD CORP COM NO PAR 496902404 7084 385000 SH SOLE 385000 KIRBY CORP COM 497266106 2661 76400 SH SOLE 76400 KLA-TENCOR CORP COM 482480100 8606 238000 SH SOLE 238000 KOHLS CORP COM 500255104 12754 236500 SH SOLE 236500 KOREA ELECTRIC PWR SPONSORED ADR 500631106 589 40500 SH SOLE 40500 KRAFT FOODS INC CL A 50075N104 22570 830400 SH SOLE 830400 KROGER CO COM 501044101 5954 290000 SH SOLE 290000 L-3 COMMUNICATIONS HLDGS INC COM 502424104 9217 106000 SH SOLE 106000 LABORATORY CORP AMER HLDGS COM NEW 50540R409 4640 62000 SH SOLE 62000 LANDAUER INC COM 51476K103 798 13000 SH SOLE 13000 LANDSTAR SYS INC COM 515098101 3796 97900 SH SOLE 97900 LASALLE HOTEL PPTYS COM SH BEN INT 517942108 2399 113000 SH SOLE 113000 LAUDER ESTEE COS INC CL A 518439104 13787 285100 SH SOLE 285100 LAZARD LTD SHS A G54050102 4067 107100 SH SOLE 107100 LEGG MASON INC COM 524901105 1116 37000 SH SOLE 37000 LEGGETT & PLATT INC COM 524660107 3509 172000 SH SOLE 172000 LENDER PROCESSING SVCS INC COM 52602E102 3058 75200 SH SOLE 75200 LENNAR CORP CL A 526057104 345 27000 SH SOLE 27000 LEUCADIA NATL CORP COM 527288104 1118 47000 SH SOLE 47000 LEXINGTON REALTY TRUST COM 529043101 705 115899 SH SOLE 115899 LEXMARK INTL NEW CL A 529771107 624 24000 SH SOLE 24000 LHC GROUP INC COM 50187A107 1344 40000 SH SOLE 40000 LIBERTY GLOBAL INC COM SER A 530555101 7042 321400 SH SOLE 321400 LIBERTY PPTY TR SH BEN INT 531172104 4978 155500 SH SOLE 155500 LIFE TECHNOLOGIES CORP COM 53217V109 2178 41692 SH SOLE 41692 LIFE TIME FITNESS INC COM 53217R207 828 33200 SH SOLE 33200 LIFEPOINT HOSPITALS INC COM 53219L109 455 14000 SH SOLE 14000 LILLY ELI & CO COM 532457108 17569 492000 SH SOLE 492000 LIMITED BRANDS INC COM 532716107 8716 453000 SH SOLE 453000 LINCARE HLDGS INC COM 532791100 2598 70000 SH SOLE 70000 LINCOLN NATL CORP IND COM 534187109 3085 124000 SH SOLE 124000 LINEAR TECHNOLOGY CORP COM 535678106 7635 250000 SH SOLE 250000 LITHIA MTRS INC CL A 536797103 2055 250000 SH SOLE 250000 LKQ CORP COM 501889208 1587 81000 SH SOLE 81000 LOCKHEED MARTIN CORP COM 539830109 14995 199000 SH SOLE 199000 LOEWS CORP COM 540424108 6180 170000 SH SOLE 170000 LO-JACK CORP COM 539451104 566 140000 SH SOLE 140000 LORILLARD INC COM 544147101 3209 40000 SH SOLE 40000 LOWES COS INC COM 548661107 19344 827000 SH SOLE 827000 LSI CORPORATION COM 502161102 6298 1048000 SH SOLE 1048000 LUFKIN INDS INC COM 549764108 1896 25900 SH SOLE 25900 LUMBER LIQUIDATORS INC COM 55003Q103 1099 41000 SH SOLE 41000 LUMINEX CORP DEL COM 55027E102 806 54000 SH SOLE 54000 M & T BK CORP COM 55261F104 1070 16000 SH SOLE 16000 MACERICH CO COM 554382101 4179 116235 SH SOLE 116235 MACK CALI RLTY CORP COM 554489104 4148 120000 SH SOLE 120000 MACYS INC COM 55616P104 11737 700300 SH SOLE 700300 MAGELLAN HEALTH SVCS INC COM NEW 559079207 4684 115000 SH SOLE 115000 MANHATTAN ASSOCS INC COM 562750109 2864 119200 SH SOLE 119200 MANPOWER INC COM 56418H100 819 15000 SH SOLE 15000 MANTECH INTL CORP CL A 564563104 1979 41000 SH SOLE 41000 MARATHON OIL CORP COM 565849106 8710 279000 SH SOLE 279000 MARRIOTT INTL INC NEW CL A 571903202 2968 108901 SH SOLE 108901 MARSH & MCLENNAN COS INC COM 571748102 4769 216000 SH SOLE 216000 MARSHALL & ILSLEY CORP NEW COM 571837103 578 106000 SH SOLE 106000 MARTEN TRANS LTD COM 573075108 1820 101400 SH SOLE 101400 MARTIN MARIETTA MATLS INC COM 573284106 2593 29000 SH SOLE 29000 MARVEL ENTERTAINMENT INC COM 57383T103 1190 22000 SH SOLE 22000 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 4088 197000 SH SOLE 197000 MASCO CORP COM 574599106 4364 316000 SH SOLE 316000 MASIMO CORP COM 574795100 1457 47900 SH SOLE 47900 MASSEY ENERGY CO NOTE 3.250% 8/0 576203AJ2 2752 3150000 PRN SOLE 3150000 MASSEY ENERGY CORP COM 576206106 966 23000 SH SOLE 23000 MASTERCARD INC CL A 57636Q104 9215 36000 SH SOLE 36000 MATTEL INC COM 577081102 2877 144000 SH SOLE 144000 MATTHEWS INTL CORP CL A 577128101 1134 32000 SH SOLE 32000 MAXIMUS INC COM 577933104 1750 35000 SH SOLE 35000 MAXWELL TECHNOLOGIES INC COM 577767106 483 27100 SH SOLE 27100 MB FINANCIAL INC NEW COM 55264U108 345 17500 SH SOLE 17500 MCAFEE INC COM 579064106 2678 66000 SH SOLE 66000 MCCORMICK & CO INC COM NON VTG 579780206 10456 289400 SH SOLE 289400 MCDERMOTT INTL INC COM 580037109 1801 75000 SH SOLE 75000 MCDONALDS CORP COM 580135101 41185 659600 SH SOLE 659600 MCGRAW HILL COS INC COM 580645109 5908 176300 SH SOLE 176300 MCKESSON CORP COM 58155Q103 9750 156000 SH SOLE 156000 MDU RES GROUP INC COM 552690109 2926 124000 SH SOLE 124000 MEAD JOHNSON NUTRITION CO COM CL A 582839106 9679 221496 SH SOLE 221496 MEADWESTVACO CORP COM 583334107 1288 45000 SH SOLE 45000 MEDCO HEALTH SOLUTIONS INC COM 58405U102 18023 282000 SH SOLE 282000 MEDICAL PPTYS TRUST INC COM 58463J304 545 54500 SH SOLE 54500 MEDICIS PHARMACEUTICAL CORP CL A NEW 584690309 3625 134000 SH SOLE 134000 MEDIDATA SOLUTIONS INC COM 58471A105 1257 80600 SH SOLE 80600 MEDNAX INC COM 58502B106 5110 85000 SH SOLE 85000 MEDTRONIC INC COM 585055106 26212 596000 SH SOLE 596000 MELLANOX TECHNOLOGIES LTD SHS M51363113 2667 141400 SH SOLE 141400 MEMC ELECTR MATLS INC COM 552715104 9507 698000 SH SOLE 698000 MENS WEARHOUSE INC COM 587118100 1179 56000 SH SOLE 56000 MENTOR GRAPHICS CORP COM 587200106 442 50000 SH SOLE 50000 MERCK & CO INC NEW COM 58933Y105 94266 2579794 SH SOLE 2579794 MERCURY COMPUTER SYS COM 589378108 846 76828 SH SOLE 76828 MEREDITH CORP COM 589433101 216 7000 SH SOLE 7000 MERIT MED SYS INC COM 589889104 1138 59000 SH SOLE 59000 METALICO INC COM 591176102 286 58100 SH SOLE 58100 METLIFE INC COM 59156R108 17707 500900 SH SOLE 500900 METROPCS COMMUNICATIONS INC COM 591708102 903 118400 SH SOLE 118400 MICROCHIP TECHNOLOGY INC COM 595017104 12932 445000 SH SOLE 445000 MICRON TECHNOLOGY INC COM 595112103 20138 1907000 SH SOLE 1907000 MICROSEMI CORP COM 595137100 1775 100000 SH SOLE 100000 MICROSOFT CORP COM 594918104 155392 5096500 SH SOLE 5096500 MID-AMER APT CMNTYS INC COM 59522J103 3862 80000 SH SOLE 80000 MILLIPORE CORP COM 601073109 868 12000 SH SOLE 12000 MINDSPEED TECHNOLOGIES INC COM NEW 602682205 566 120600 SH SOLE 120600 MOLEX INC COM 608554101 862 40000 SH SOLE 40000 MOLSON COORS BREWING CO CL B 60871R209 1626 36000 SH SOLE 36000 MONSANTO CO NEW COM 61166W101 31065 380000 SH SOLE 380000 MONSTER WORLDWIDE INC COM 611742107 609 35000 SH SOLE 35000 MOODYS CORP COM 615369105 2506 93500 SH SOLE 93500 MOOG INC CL A 615394202 2075 71000 SH SOLE 71000 MORGAN STANLEY COM NEW 617446448 31287 1057000 SH SOLE 1057000 MORGANS HOTEL GROUP CO COM 61748W108 909 200700 SH SOLE 200700 MOTOROLA INC COM 620076109 9830 1266700 SH SOLE 1266700 MTS SYS CORP COM 553777103 1380 48000 SH SOLE 48000 MULTI FINELINE ELECTRONIX IN COM 62541B101 1560 55000 SH SOLE 55000 MURPHY OIL CORP COM 626717102 5285 97500 SH SOLE 97500 MYLAN INC COM 628530107 10597 575000 SH SOLE 575000 NABORS INDUSTRIES LTD SHS G6359F103 4159 190000 SH SOLE 190000 NASDAQ OMX GROUP INC COM 631103108 1629 82200 SH SOLE 82200 NATIONAL FUEL GAS CO N J COM 636180101 1400 28000 SH SOLE 28000 NATIONAL HEALTH INVS INC COM 63633D104 185 5000 SH SOLE 5000 NATIONAL OILWELL VARCO INC COM 637071101 11463 259994 SH SOLE 259994 NATIONAL RETAIL PROPERTIES I COM 637417106 3845 181200 SH SOLE 181200 NATIONAL SEMICONDUCTOR CORP COM 637640103 2012 131000 SH SOLE 131000 NATIONWIDE HEALTH PPTYS INC COM 638620104 7775 221000 SH SOLE 221000 NAVIGANT CONSULTING INC COM 63935N107 1344 90451 SH SOLE 90451 NAVIGATORS GROUP INC COM 638904102 1856 39400 SH SOLE 39400 NBTY INC COM 628782104 2090 48000 SH SOLE 48000 NCR CORP NEW COM 62886E108 501 45000 SH SOLE 45000 NET SERVICOS DE COMUNICACAO SPONSD ADR NEW 64109T201 1031 76200 SH SOLE 76200 NETAPP INC COM 64110D104 7325 213000 SH SOLE 213000 NETFLIX INC COM 64110L106 1985 36000 SH SOLE 36000 NETLOGIC MICROSYSTEMS INC COM 64118B100 1119 24200 SH SOLE 24200 NETSCOUT SYS INC COM 64115T104 1107 75600 SH SOLE 75600 NEW JERSEY RES COM 646025106 2525 67500 SH SOLE 67500 NEW YORK CMNTY BANCORP INC COM 649445103 3049 210100 SH SOLE 210100 NEW YORK TIMES CO CL A 650111107 420 34000 SH SOLE 34000 NEWALLIANCE BANCSHARES INC COM 650203102 1415 117800 SH SOLE 117800 NEWELL RUBBERMAID INC COM 651229106 1024 68200 SH SOLE 68200 NEWFIELD EXPL CO COM 651290108 3352 69500 SH SOLE 69500 NEWMONT MINING CORP COM 651639106 6576 139000 SH SOLE 139000 NEWS CORP CL A 65248E104 42190 3081800 SH SOLE 3081800 NEXEN INC COM 65334H102 3350 140000 SH SOLE 140000 NIC INC COM 62914B100 731 80000 SH SOLE 80000 NICOR INC COM 654086107 463 11000 SH SOLE 11000 NIKE INC CL B 654106103 15130 229000 SH SOLE 229000 NISOURCE INC COM 65473P105 9182 597000 SH SOLE 597000 NOBLE ENERGY INC COM 655044105 5057 71000 SH SOLE 71000 NOKIA CORP SPONSORED ADR 654902204 11317 880700 SH SOLE 880700 NORDSTROM INC COM 655664100 3194 85000 SH SOLE 85000 NORFOLK SOUTHERN CORP COM 655844108 4613 88000 SH SOLE 88000 NORTH AMERN ENERGY PARTNERS COM 656844107 1289 177500 SH SOLE 177500 NORTHEAST UTILS COM 664397106 4642 180000 SH SOLE 180000 NORTHERN OIL & GAS INC NEV COM 665531109 1768 149300 SH SOLE 149300 NORTHERN TR CORP COM 665859104 9694 185000 SH SOLE 185000 NORTHROP GRUMMAN CORP COM 666807102 20246 362500 SH SOLE 362500 NORTHWEST NAT GAS CO COM 667655104 2716 60300 SH SOLE 60300 NOVELL INC COM 670006105 448 108000 SH SOLE 108000 NOVELLUS SYS INC COM 670008101 3991 171000 SH SOLE 171000 NSTAR COM 67019E107 1656 45000 SH SOLE 45000 NUCOR CORP COM 670346105 7791 167000 SH SOLE 167000 NV ENERGY INC COM 67073Y106 1366 110300 SH SOLE 110300 NVIDIA CORP COM 67066G104 15588 834500 SH SOLE 834500 NVR INC COM 62944T105 6041 8500 SH SOLE 8500 NYSE EURONEXT COM 629491101 1569 62000 SH SOLE 62000 O CHARLEYS INC COM 670823103 989 151000 SH SOLE 151000 O REILLY AUTOMOTIVE INC COM 686091109 6175 162000 SH SOLE 162000 O2MICRO INTERNATIONAL LTD SPONS ADR 67107W100 1569 300000 SH SOLE 300000 OCCIDENTAL PETE CORP DEL COM 674599105 42546 523000 SH SOLE 523000 OCEANEERING INTL INC COM 675232102 9041 154500 SH SOLE 154500 OCH ZIFF CAP MGMT GROUP CL A 67551U105 1037 75500 PRN SOLE 75500 OFFICE DEPOT INC COM 676220106 6302 977100 SH SOLE 977100 OGE ENERGY CORP COM 670837103 1144 31000 SH SOLE 31000 OLD DOMINION FGHT LINES INC COM 679580100 2152 70100 SH SOLE 70100 OLIN CORP COM PAR $1 680665205 911 52000 SH SOLE 52000 OMEGA HEALTHCARE INVS INC COM 681936100 1556 80000 SH SOLE 80000 OMNICARE INC COM 681904108 3629 150000 SH SOLE 150000 OMNICOM GROUP INC COM 681919106 7047 180000 SH SOLE 180000 ON SEMICONDUCTOR CORP COM 682189105 1938 220000 SH SOLE 220000 ONEOK INC NEW COM 682680103 1070 24000 SH SOLE 24000 ONLINE RES CORP COM 68273G101 620 117850 SH SOLE 117850 OPEN TEXT CORP COM 683715106 1122 27600 SH SOLE 27600 OPENTABLE INC COM 68372A104 967 38000 SH SOLE 38000 ORACLE CORP COM 68389X105 63338 2581000 SH SOLE 2581000 ORIENT-EXPRESS HOTELS LTD CL A G67743107 355 35000 SH SOLE 35000 OSHKOSH CORP COM 688239201 1259 34000 SH SOLE 34000 OSI PHARMACEUTICALS INC COM 671040103 1086 35000 SH SOLE 35000 OWENS & MINOR INC NEW COM 690732102 1331 31000 SH SOLE 31000 OWENS ILL INC COM NEW 690768403 7803 237400 SH SOLE 237400 PACCAR INC COM 693718108 8106 223500 SH SOLE 223500 PACKAGING CORP AMER COM 695156109 3866 168000 SH SOLE 168000 PACTIV CORP COM 695257105 2704 112000 SH SOLE 112000 PALL CORP COM 696429307 1122 31000 SH SOLE 31000 PANERA BREAD CO CL A 69840W108 1346 20100 SH SOLE 20100 PAREXEL INTL CORP COM 699462107 1622 115000 SH SOLE 115000 PARKER HANNIFIN CORP COM 701094104 1832 34000 SH SOLE 34000 PATTERSON COMPANIES INC COM 703395103 727 26000 SH SOLE 26000 PAYCHEX INC COM 704326107 4185 136600 SH SOLE 136600 PEABODY ENERGY CORP COM 704549104 7754 171500 SH SOLE 171500 PEETS COFFEE & TEA INC COM 705560100 1033 31000 SH SOLE 31000 PENN VA CORP COM 707882106 1916 90000 SH SOLE 90000 PENNEY J C INC COM 708160106 6291 236400 SH SOLE 236400 PENSKE AUTOMOTIVE GRP INC COM 70959W103 1214 80000 SH SOLE 80000 PEOPLES UNITED FINANCIAL INC COM 712704105 2313 138500 SH SOLE 138500 PEPCO HOLDINGS INC COM 713291102 11507 682900 SH SOLE 682900 PEPSI BOTTLING GROUP INC COM 713409100 1313 35000 SH SOLE 35000 PEPSICO INC COM 713448108 67792 1115000 SH SOLE 1115000 PERKINELMER INC COM 714046109 3595 174600 SH SOLE 174600 PETROHAWK ENERGY CORP COM 716495106 888 37000 SH SOLE 37000 PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 33403 788000 SH SOLE 788000 PETSMART INC COM 716768106 2055 77000 SH SOLE 77000 PFIZER INC COM 717081103 119486 6568780 SH SOLE 6568780 PG&E CORP COM 69331C108 6251 140000 SH SOLE 140000 PHARMACEUTICAL PROD DEV INC COM 717124101 2171 92600 SH SOLE 92600 PHARMERICA CORP COM 71714F104 2303 145000 SH SOLE 145000 PHASE FORWARD INC COM 71721R406 998 65000 SH SOLE 65000 PHILIP MORRIS INTL INC COM 718172109 37776 783900 SH SOLE 783900 PIEDMONT NAT GAS INC COM 720186105 2996 112000 SH SOLE 112000 PIKE ELEC CORP COM 721283109 1281 138000 SH SOLE 138000 PINNACLE ENTMT INC COM 723456109 1870 208200 SH SOLE 208200 PINNACLE FINL PARTNERS INC COM 72346Q104 840 59100 SH SOLE 59100 PINNACLE WEST CAP CORP COM 723484101 951 26000 SH SOLE 26000 PIONEER NAT RES CO COM 723787107 1734 36000 SH SOLE 36000 PIPER JAFFRAY COS COM 724078100 2252 44500 SH SOLE 44500 PITNEY BOWES INC COM 724479100 1024 45000 SH SOLE 45000 PLUM CREEK TIMBER CO INC COM 729251108 3436 91000 SH SOLE 91000 PNC FINL SVCS GROUP INC COM 693475105 9476 179500 SH SOLE 179500 POLARIS INDS INC COM 731068102 1147 26300 SH SOLE 26300 POLO RALPH LAUREN CORP CL A 731572103 2348 29000 SH SOLE 29000 POLYCOM INC COM 73172K104 3179 127300 SH SOLE 127300 POOL CORPORATION COM 73278L105 706 37000 SH SOLE 37000 PORTFOLIO RECOVERY ASSOCS IN COM 73640Q105 3626 80800 SH SOLE 80800 POSCO SPONSORED ADR 693483109 4824 36800 SH SOLE 36800 POST PPTYS INC COM 737464107 1190 60700 SH SOLE 60700 POWER INTEGRATIONS INC COM 739276103 1745 48000 SH SOLE 48000 POWER-ONE INC COM 739308104 5307 1220000 SH SOLE 1220000 PPG INDS INC COM 693506107 2225 38000 SH SOLE 38000 PPL CORP COM 69351T106 5396 167000 SH SOLE 167000 PRAXAIR INC COM 74005P104 13813 172000 SH SOLE 172000 PRECISION CASTPARTS CORP COM 740189105 9600 87000 SH SOLE 87000 PRICE T ROWE GROUP INC COM 74144T108 3248 61000 SH SOLE 61000 PRICELINE COM INC COM NEW 741503403 10051 46000 SH SOLE 46000 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1755 73000 SH SOLE 73000 PROASSURANCE CORP COM 74267C106 4082 76000 SH SOLE 76000 PROCTER & GAMBLE CO COM 742718109 115159 1899366 SH SOLE 1899366 PROGRESS ENERGY INC COM 743263105 2666 65000 SH SOLE 65000 PROGRESSIVE CORP OHIO COM 743315103 5091 283000 SH SOLE 283000 PROLOGIS SH BEN INT 743410102 7832 572081 SH SOLE 572081 PROSPERITY BANCSHARES INC COM 743606105 2837 70100 SH SOLE 70100 PRUDENTIAL FINL INC COM 744320102 16247 326500 SH SOLE 326500 PS BUSINESS PKS INC CALIF COM 69360J107 701 14000 SH SOLE 14000 PSS WORLD MED INC COM 69366A100 4356 193000 SH SOLE 193000 PSYCHIATRIC SOLUTIONS INC COM 74439H108 4461 211000 SH SOLE 211000 PT INDOSAT TBK SPONSORED ADR 744383100 251 10010 SH SOLE 10010 PUBLIC STORAGE COM 74460D109 12046 147900 SH SOLE 147900 PUBLIC SVC ENTERPRISE GROUP COM 744573106 6484 195000 SH SOLE 195000 PULTE HOMES INC COM 745867101 6344 634375 SH SOLE 634375 QLOGIC CORP COM 747277101 415 22000 SH SOLE 22000 QUALCOMM INC COM 747525103 54938 1187600 SH SOLE 1187600 QUALITY SYS INC COM 747582104 1319 21000 SH SOLE 21000 QUANTA SVCS INC COM 74762E102 625 30000 SH SOLE 30000 QUEST DIAGNOSTICS INC COM 74834L100 9480 157000 SH SOLE 157000 QUEST SOFTWARE INC COM 74834T103 1325 72000 SH SOLE 72000 QUESTAR CORP COM 748356102 6090 146500 SH SOLE 146500 QUICKSILVER RESOURCES INC COM 74837R104 645 43000 SH SOLE 43000 QUIDEL CORP COM 74838J101 1392 101000 SH SOLE 101000 QWEST COMMUNICATIONS INTL IN COM 749121109 1570 373000 SH SOLE 373000 RADIOSHACK CORP COM 750438103 2906 149000 SH SOLE 149000 RALCORP HLDGS INC NEW COM 751028101 776 13000 SH SOLE 13000 RANGE RES CORP COM 75281A109 7079 142000 SH SOLE 142000 RAYMOND JAMES FINANCIAL INC COM 754730109 1433 60300 SH SOLE 60300 RAYTHEON CO COM NEW 755111507 19155 371800 SH SOLE 371800 REALTY INCOME CORP COM 756109104 1814 70000 SH SOLE 70000 RED HAT INC COM 756577102 1267 41000 SH SOLE 41000 REGAL BELOIT CORP COM 758750103 3786 72900 SH SOLE 72900 REGENCY CTRS CORP COM 758849103 4292 122425 SH SOLE 122425 REGIONS FINANCIAL CORP NEW COM 7591EP100 1323 250000 SH SOLE 250000 REINSURANCE GROUP AMER INC COM NEW 759351604 2740 57500 SH SOLE 57500 RELIANCE STEEL & ALUMINUM CO COM 759509102 1556 36000 SH SOLE 36000 RENT A CTR INC NEW COM 76009N100 796 44900 SH SOLE 44900 REPUBLIC SVCS INC COM 760759100 6865 242500 SH SOLE 242500 RESMED INC COM 761152107 1516 29000 SH SOLE 29000 REX ENERGY CORPORATION COM 761565100 889 74100 SH SOLE 74100 REYNOLDS AMERICAN INC COM 761713106 7659 144600 SH SOLE 144600 RF MICRODEVICES INC COM 749941100 1670 350000 SH SOLE 350000 RIO TINTO PLC SPONSORED ADR 767204100 775 3600 SH SOLE 3600 RIVERBED TECHNOLOGY INC COM 768573107 2021 88000 SH SOLE 88000 ROBBINS & MYERS INC COM 770196103 2241 95300 SH SOLE 95300 ROBERT HALF INTL INC COM 770323103 1390 52000 SH SOLE 52000 ROCK-TENN CO CL A 772739207 1109 22000 SH SOLE 22000 ROCKWELL AUTOMATION INC COM 773903109 1597 34000 SH SOLE 34000 ROCKWELL COLLINS INC COM 774341101 1938 35000 SH SOLE 35000 ROPER INDS INC NEW COM 776696106 4294 82000 SH SOLE 82000 ROSS STORES INC COM 778296103 4685 109700 SH SOLE 109700 ROVI CORP COM 779376102 4494 141000 SH SOLE 141000 ROWAN COS INC COM 779382100 679 30000 SH SOLE 30000 RRI ENERGY INC COM 74971X107 2344 409800 SH SOLE 409800 RRSAT GLOBAL COMM NTWRK LTD SHS M8183P102 733 64900 SH SOLE 64900 RTI BIOLOGICS INC COM 74975N105 1410 367100 SH SOLE 367100 RUBY TUESDAY INC COM 781182100 814 113000 SH SOLE 113000 RUDDICK CORP COM 781258108 1312 51000 SH SOLE 51000 RYDER SYS INC COM 783549108 535 13000 SH SOLE 13000 SAFEWAY INC COM NEW 786514208 13466 632500 SH SOLE 632500 SAIC INC COM 78390X101 2917 154000 SH SOLE 154000 SALESFORCE COM INC COM 79466L302 6639 90000 SH SOLE 90000 SANDISK CORP COM 80004C101 5160 178000 SH SOLE 178000 SANMINA SCI CORP COM NEW 800907206 1526 138333 SH SOLE 138333 SARA LEE CORP COM 803111103 7195 590700 SH SOLE 590700 SAVVIS INC COM NEW 805423308 1228 87395 SH SOLE 87395 SCANA CORP NEW COM 80589M102 1922 51000 SH SOLE 51000 SCHLUMBERGER LTD COM 806857108 53960 829000 SH SOLE 829000 SCHWAB CHARLES CORP NEW COM 808513105 5213 277000 SH SOLE 277000 SCIENTIFIC GAMES CORP CL A 80874P109 495 34000 SH SOLE 34000 SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 4150 100000 SH SOLE 100000 SEABRIGHT INSURANCE HLDGS IN COM 811656107 1905 165800 SH SOLE 165800 SEACOR HOLDINGS INC COM 811904101 1906 25000 SH SOLE 25000 SEAGATE TECHNOLOGY SHS G7945J104 9186 505000 SH SOLE 505000 SEALED AIR CORP NEW COM 81211K100 896 41000 SH SOLE 41000 SEARS HLDGS CORP COM 812350106 835 10000 SH SOLE 10000 SEMPRA ENERGY COM 816851109 5486 98000 SH SOLE 98000 SEMTECH CORP COM 816850101 1361 80000 SH SOLE 80000 SENIOR HSG PPTYS TR SH BEN INT 81721M109 4461 204000 SH SOLE 204000 SENSIENT TECHNOLOGIES CORP COM 81725T100 1973 75000 SH SOLE 75000 SHANDA GAMES LTD SP ADR REPTG A 81941U105 1019 100000 SH SOLE 100000 SHARPS COMPLIANCE CORP COM 820017101 1154 120200 SH SOLE 120200 SHAW GROUP INC COM 820280105 2386 83000 SH SOLE 83000 SHERWIN WILLIAMS CO COM 824348106 1356 22000 SH SOLE 22000 SHORETEL INC COM 825211105 1413 244473 SH SOLE 244473 SHUTTERFLY INC COM 82568P304 1551 87100 SH SOLE 87100 SIGMA ALDRICH CORP COM 826552101 1415 28000 SH SOLE 28000 SIGNATURE BK NEW YORK N Y COM 82669G104 3241 101600 SH SOLE 101600 SIMON PPTY GROUP INC NEW COM 828806109 28876 361855 SH SOLE 361855 SL GREEN RLTY CORP COM 78440X101 4895 97434 SH SOLE 97434 SLM CORP COM 78442P106 2399 212900 SH SOLE 212900 SMART MODULAR TECHNOLOGIES I ORD SHS G82245104 3369 535600 SH SOLE 535600 SMITH & WESSON HLDG CORP COM 831756101 798 195000 SH SOLE 195000 SMITH A O COM 831865209 2560 59000 SH SOLE 59000 SMITH INTL INC COM 832110100 2269 83500 SH SOLE 83500 SMITHFIELD FOODS INC COM 832248108 7920 521400 SH SOLE 521400 SMUCKER J M CO COM NEW 832696405 1729 28000 SH SOLE 28000 SNAP ON INC COM 833034101 2198 52000 SH SOLE 52000 SOMANETICS CORP COM NEW 834445405 157 8938 SH SOLE 8938 SONICWALL INC COM 835470105 1485 195200 SH SOLE 195200 SONOCO PRODS CO COM 835495102 1580 54000 SH SOLE 54000 SONOSITE INC COM 83568G104 1160 49100 SH SOLE 49100 SOTHEBYS COM 835898107 2473 110000 SH SOLE 110000 SOURCEFIRE INC COM 83616T108 803 30000 SH SOLE 30000 SOUTH JERSEY INDS INC COM 838518108 1871 49000 SH SOLE 49000 SOUTHERN CO COM 842587107 8830 265000 SH SOLE 265000 SOUTHERN UN CO NEW COM 844030106 4427 195000 SH SOLE 195000 SOUTHWEST AIRLS CO COM 844741108 1989 174000 SH SOLE 174000 SOUTHWEST GAS CORP COM 844895102 1997 70000 SH SOLE 70000 SOUTHWESTERN ENERGY CO COM 845467109 16846 349500 SH SOLE 349500 SOVRAN SELF STORAGE INC COM 84610H108 1568 43889 SH SOLE 43889 SPARTAN STORES INC COM 846822104 4516 316000 SH SOLE 316000 SPECTRA ENERGY CORP COM 847560109 5589 272500 SH SOLE 272500 SPRINT NEXTEL CORP COM SER 1 852061100 16671 4554800 SH SOLE 4554800 SPX CORP COM 784635104 5333 97500 SH SOLE 97500 ST JUDE MED INC COM 790849103 15300 416000 SH SOLE 416000 ST MARY LD & EXPL CO COM 792228108 4794 140000 SH SOLE 140000 STAGE STORES INC COM NEW 85254C305 1026 83000 SH SOLE 83000 STANCORP FINL GROUP INC COM 852891100 1869 46700 SH SOLE 46700 STANLEY WKS COM 854616109 3348 65000 SH SOLE 65000 STAPLES INC COM 855030102 7094 288500 SH SOLE 288500 STARBUCKS CORP COM 855244109 14320 621000 SH SOLE 621000 STARWOOD HOTELS&RESORTS WRLD COM 85590A401 5010 137000 SH SOLE 137000 STATE STR CORP COM 857477103 11386 261500 SH SOLE 261500 STEEL DYNAMICS INC COM 858119100 8835 498600 SH SOLE 498600 STEIN MART INC COM 858375108 842 79000 SH SOLE 79000 STEREOTAXIS INC COM 85916J102 777 197800 SH SOLE 197800 STERICYCLE INC COM 858912108 7420 134500 SH SOLE 134500 STERIS CORP COM 859152100 811 29000 SH SOLE 29000 STERLING BANCSHARES INC COM 858907108 1862 363000 SH SOLE 363000 STIFEL FINL CORP COM 860630102 2340 39500 SH SOLE 39500 STRAYER ED INC COM 863236105 2231 10500 SH SOLE 10500 STRYKER CORP COM 863667101 3425 68000 SH SOLE 68000 SUCCESSFACTORS INC COM 864596101 1073 64700 SH SOLE 64700 SUN COMMUNITIES INC COM 866674104 612 31000 SH SOLE 31000 SUN HEALTHCARE GROUP INC COM NEW 866933401 2118 231000 SH SOLE 231000 SUN HYDRAULICS CORP COM 866942105 648 24700 SH SOLE 24700 SUN MICROSYSTEMS INC COM NEW 866810203 1790 191000 SH SOLE 191000 SUNOCO INC COM 86764P109 574 22000 SH SOLE 22000 SUNSTONE HOTEL INVS INC NEW COM 867892101 480 54000 SH SOLE 54000 SUNTRUST BKS INC COM 867914103 3064 151000 SH SOLE 151000 SUPERIOR ENERGY SVCS INC COM 868157108 1822 75000 SH SOLE 75000 SUPERIOR INDS INTL INC COM 868168105 1224 80000 SH SOLE 80000 SUPERVALU INC COM 868536103 10463 823200 SH SOLE 823200 SURMODICS INC COM 868873100 773 34100 SH SOLE 34100 SYBASE INC COM 871130100 2734 63000 SH SOLE 63000 SYMANTEC CORP COM 871503108 20332 1136500 SH SOLE 1136500 SYSCO CORP COM 871829107 13886 497000 SH SOLE 497000 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 35430 3097052 SH SOLE 3097052 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1206 120000 SH SOLE 120000 TANGER FACTORY OUTLET CTRS I COM 875465106 3201 82100 SH SOLE 82100 TARGET CORP COM 87612E106 16639 344000 SH SOLE 344000 TAUBMAN CTRS INC COM 876664103 1041 29000 SH SOLE 29000 TCF FINL CORP COM 872275102 2017 148100 SH SOLE 148100 TECH DATA CORP COM 878237106 2916 62500 SH SOLE 62500 TECO ENERGY INC COM 872375100 843 52000 SH SOLE 52000 TELEDYNE TECHNOLOGIES INC COM 879360105 345 9000 SH SOLE 9000 TELEFONOS DE MEXICO S A B SPON ADR ORD L 879403780 6901 416230 SH SOLE 416230 TELEPHONE & DATA SYS INC COM 879433100 2612 77000 SH SOLE 77000 TELLABS INC COM 879664100 665 117000 SH SOLE 117000 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579 114900 SH SOLE 114900 TIBCO SOFTWARE INC COM 88632Q103 3380 351000 SH SOLE 351000 TIFFANY & CO NEW COM 886547108 3139 73000 SH SOLE 73000 TIME WARNER CABLE INC COM 88732J207 21279 514100 SH SOLE 514100 TIME WARNER INC COM NEW 887317303 35856 1230466 SH SOLE 1230466 TITANIUM METALS CORP COM NEW 888339207 313 25000 SH SOLE 25000 TJX COS INC NEW COM 872540109 12409 339500 SH SOLE 339500 TORCHMARK CORP COM 891027104 747 17000 SH SOLE 17000 TOTAL SYS SVCS INC COM 891906109 846 49000 SH SOLE 49000 TOWER GROUP INC COM 891777104 1674 71500 SH SOLE 71500 TRACTOR SUPPLY CO COM 892356106 2489 47000 SH SOLE 47000 TRAVELERS COMPANIES INC COM 89417E109 25837 518200 SH SOLE 518200 TRICO BANCSHARES COM 896095106 2324 139596 SH SOLE 139596 TRIMBLE NAVIGATION LTD COM 896239100 3150 125000 SH SOLE 125000 TRIQUINT SEMICONDUCTOR INC COM 89674K103 2840 473400 SH SOLE 473400 TRIUMPH GROUP INC NEW COM 896818101 1028 21300 SH SOLE 21300 TRUE RELIGION APPAREL INC COM 89784N104 1498 81000 SH SOLE 81000 TTM TECHNOLOGIES INC COM 87305R109 817 70900 SH SOLE 70900 TUESDAY MORNING CORP COM NEW 899035505 939 364000 SH SOLE 364000 TUPPERWARE BRANDS CORP COM 899896104 2049 44000 SH SOLE 44000 TYCO ELECTRONICS LTD SWITZER SHS H8912P106 17726 722025 SH SOLE 722025 TYSON FOODS INC CL A 902494103 3755 306000 SH SOLE 306000 UDR INC COM 902653104 1785 108583 SH SOLE 108583 UGI CORP NEW COM 902681105 2042 84400 SH SOLE 84400 UIL HLDG CORP COM 902748102 702 25000 SH SOLE 25000 ULTRA CLEAN HLDGS INC COM 90385V107 2097 300000 SH SOLE 300000 ULTRA PETROLEUM CORP COM 903914109 848 17000 SH SOLE 17000 ULTRATECH INC COM 904034105 2229 150000 SH SOLE 150000 UNDER ARMOUR INC CL A 904311107 851 31200 SH SOLE 31200 UNION PAC CORP COM 907818108 23132 362000 SH SOLE 362000 UNISOURCE ENERGY CORP COM 909205106 2897 90000 SH SOLE 90000 UNIT CORP COM 909218109 1891 44500 SH SOLE 44500 UNITED PARCEL SERVICE INC CL B 911312106 29603 516000 SH SOLE 516000 UNITED STATES STL CORP NEW COM 912909108 3803 69000 SH SOLE 69000 UNITED STATIONERS INC COM 913004107 762 13400 SH SOLE 13400 UNITED TECHNOLOGIES CORP COM 913017109 45172 650800 SH SOLE 650800 UNITED THERAPEUTICS CORP DEL COM 91307C102 5265 100000 SH SOLE 100000 UNITEDHEALTH GROUP INC COM 91324P102 27158 891000 SH SOLE 891000 UNIVERSAL HLTH SVCS INC CL B 913903100 1525 50000 SH SOLE 50000 UNUM GROUP COM 91529Y106 7746 396800 SH SOLE 396800 UQM TECHNOLOGIES INC COM 903213106 790 115300 SH SOLE 115300 URBAN OUTFITTERS INC COM 917047102 2421 69200 SH SOLE 69200 URS CORP NEW COM 903236107 1336 30000 SH SOLE 30000 US BANCORP DEL COM NEW 902973304 35289 1567700 SH SOLE 1567700 USA TRUCK INC COM 902925106 732 58500 SH SOLE 58500 USANA HEALTH SCIENCES INC COM 90328M107 1021 32000 SH SOLE 32000 V F CORP COM 918204108 1465 20000 SH SOLE 20000 VALEANT PHARMACEUTICALS INTL COM 91911X104 1780 56000 SH SOLE 56000 VALERO ENERGY CORP NEW COM 91913Y100 15913 950000 SH SOLE 950000 VALIDUS HOLDINGS LTD COM SHS G9319H102 1005 37300 SH SOLE 37300 VALLEY NATL BANCORP COM 919794107 989 70000 SH SOLE 70000 VALMONT INDS INC COM 920253101 1647 21000 SH SOLE 21000 VALSPAR CORP COM 920355104 1384 51000 SH SOLE 51000 VANGUARD INTL EQUITY INDEX F EMR MKT ETF 922042858 5740 140000 PRN SOLE 140000 VARIAN MED SYS INC COM 92220P105 1593 34000 SH SOLE 34000 VARIAN SEMICONDUCTOR EQUIPMN COM 922207105 5382 150000 SH SOLE 150000 VCA ANTECH INC COM 918194101 473 19000 SH SOLE 19000 VECTREN CORP COM 92240G101 1658 67200 SH SOLE 67200 VEECO INSTRS INC DEL COM 922417100 4295 130000 SH SOLE 130000 VENTAS INC COM 92276F100 6314 144343 SH SOLE 144343 VERIFONE HLDGS INC COM 92342Y109 9828 600000 SH SOLE 600000 VERISIGN INC COM 92343E102 1236 51000 SH SOLE 51000 VERIZON COMMUNICATIONS INC COM 92343V104 57749 1743114 SH SOLE 1743114 VERTEX PHARMACEUTICALS INC COM 92532F100 1885 44000 SH SOLE 44000 VIACOM INC NEW CL B 92553P201 24031 808300 SH SOLE 808300 VIROPHARMA INC COM 928241108 587 70000 SH SOLE 70000 VISA INC COM CL A 92826C839 19766 226000 SH SOLE 226000 VITRAN CORP INC COM 92850E107 721 66300 SH SOLE 66300 VMWARE INC CL A COM 928563402 2839 67000 SH SOLE 67000 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 9176 397400 SH SOLE 397400 VOLCANO CORPORATION COM 928645100 3813 219400 SH SOLE 219400 VORNADO RLTY TR SH BEN INT 929042109 11961 171024 SH SOLE 171024 VULCAN MATLS CO COM 929160109 1475 28000 SH SOLE 28000 W & T OFFSHORE INC COM 92922P106 679 58000 SH SOLE 58000 WABTEC CORP COM 929740108 1552 38000 SH SOLE 38000 WADDELL & REED FINL INC CL A 930059100 1283 42000 SH SOLE 42000 WAL MART STORES INC COM 931142103 59511 1113400 SH SOLE 1113400 WALGREEN CO COM 931422109 9768 266000 SH SOLE 266000 WARNACO GROUP INC COM NEW 934390402 2194 52000 SH SOLE 52000 WASHINGTON FED INC COM 938824109 1913 98900 SH SOLE 98900 WASHINGTON POST CO CL B 939640108 308 700 SH SOLE 700 WASHINGTON REAL ESTATE INVT SH BEN INT 939653101 1474 53500 SH SOLE 53500 WASTE CONNECTIONS INC COM 941053100 3082 92500 SH SOLE 92500 WASTE MGMT INC DEL COM 94106L109 3990 118000 SH SOLE 118000 WATERS CORP COM 941848103 1425 23000 SH SOLE 23000 WATSON PHARMACEUTICALS INC COM 942683103 12438 314000 SH SOLE 314000 WD-40 CO COM 929236107 2071 64000 SH SOLE 64000 WEATHERFORD INTERNATIONAL LT REG H27013103 2687 150000 SH SOLE 150000 WEINGARTEN RLTY INVS SH BEN INT 948741103 3745 189250 SH SOLE 189250 WELLPOINT INC COM 94973V107 13407 230000 SH SOLE 230000 WELLS FARGO & CO NEW COM 949746101 91693 3397300 SH SOLE 3397300 WESTAR ENERGY INC COM 95709T100 2086 96000 SH SOLE 96000 WESTERN DIGITAL CORP COM 958102105 11196 253600 SH SOLE 253600 WESTERN UN CO COM 959802109 5259 279000 SH SOLE 279000 WESTPORT INNOVATIONS INC COM NEW 960908309 1996 172400 SH SOLE 172400 WET SEAL INC CL A 961840105 1874 543100 SH SOLE 543100 WEYERHAEUSER CO COM 962166104 3451 80000 SH SOLE 80000 WHIRLPOOL CORP COM 963320106 5162 64000 SH SOLE 64000 WHITING PETE CORP NEW COM 966387102 5074 71000 SH SOLE 71000 WHOLE FOODS MKT INC COM 966837106 933 34000 SH SOLE 34000 WILEY JOHN & SONS INC CL A 968223206 838 20000 SH SOLE 20000 WILLBROS GROUP INC DEL COM 969203108 1431 84800 SH SOLE 84800 WILLIAMS COS INC DEL COM 969457100 5059 240000 SH SOLE 240000 WILLIAMS SONOMA INC COM 969904101 1559 75000 SH SOLE 75000 WIMM BILL DANN FOODS OJSC SPONSORED ADR 97263M109 629 26400 SH SOLE 26400 WINDSTREAM CORP COM 97381W104 1220 111000 SH SOLE 111000 WINNEBAGO INDS INC COM 974637100 1708 140000 SH SOLE 140000 WIPRO LTD SPON ADR 1 SH 97651M109 1187 53300 SH SOLE 53300 WISCONSIN ENERGY CORP COM 976657106 3139 63000 SH SOLE 63000 WISDOMTREE TRUST INDIA ERNGS FD 97717W422 19841 899000 PRN SOLE 899000 WMS INDS INC COM 929297109 6700 167500 SH SOLE 167500 WOLVERINE WORLD WIDE INC COM 978097103 3566 131000 SH SOLE 131000 WOODWARD GOVERNOR CO COM 980745103 2242 87000 SH SOLE 87000 WORLD ACCEP CORP DEL COM 981419104 3035 84700 SH SOLE 84700 WUXI PHARMATECH CAYMAN INC SPONS ADR SHS 929352102 798 50000 SH SOLE 50000 WYNDHAM WORLDWIDE CORP COM 98310W108 948 47000 SH SOLE 47000 WYNN RESORTS LTD COM 983134107 873 15000 SH SOLE 15000 XCEL ENERGY INC COM 98389B100 3906 184000 SH SOLE 184000 XEROX CORP COM 984121103 1751 207000 SH SOLE 207000 XILINX INC COM 983919101 1704 68000 SH SOLE 68000 XL CAP LTD CL A G98255105 14957 816000 SH SOLE 816000 XTO ENERGY INC COM 98385X106 17519 376500 SH SOLE 376500 YAHOO INC COM 984332106 12048 718000 SH SOLE 718000 YUM BRANDS INC COM 988498101 5494 157098 SH SOLE 157098 ZEP INC COM 98944B108 1039 60000 SH SOLE 60000 ZIMMER HLDGS INC COM 98956P102 6266 106000 SH SOLE 106000 ZIONS BANCORPORATION COM 989701107 385 30000 SH SOLE 30000 ZORAN CORP COM 98975F101 1547 140000 SH SOLE 140000 ZUMIEZ INC COM 989817101 1505 118300 SH SOLE 118300
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