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
ABM INDS INC COM 000957100 2,659 93,000 SH   SOLE   93,000 0 0
THE ADT CORPORATION COM 00101J106 1,234 30,500 SH   SOLE   30,500 0 0
AFLAC INC COM 001055102 8,751 131,000 SH   SOLE   131,000 0 0
AGL RES INC COM 001204106 803 17,000 SH   SOLE   17,000 0 0
AES CORP COM 00130H105 4,179 288,000 SH   SOLE   288,000 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 2,205 150,000 SH   SOLE   150,000 0 0
AOL INC COM 00184X105 2,378 51,000 SH   SOLE   51,000 0 0
AT&T INC COM 00206R102 25,491 725,000 SH   SOLE   725,000 0 0
AXT INC COM 00246W103 1,175 450,000 SH   SOLE   450,000 0 0
ABBOTT LABS COM 002824100 8,011 209,000 SH   SOLE   209,000 0 0
ABBVIE INC COM 00287Y109 41,155 779,300 SH   SOLE   779,300 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 3,367 135,617 SH   SOLE   135,617 0 0
ACORDA THERAPEUTICS INC COM 00484M106 1,110 38,000 SH   SOLE   38,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 3,780 212,000 SH   SOLE   212,000 0 0
ACTUANT CORP CL A NEW 00508X203 3,100 84,600 SH   SOLE   84,600 0 0
ADOBE SYS INC COM 00724F101 13,251 221,300 SH   SOLE   221,300 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 4,649 42,000 SH   SOLE   42,000 0 0
AECOM TECHNOLOGY CORP DELAWA COM 00766T100 3,443 117,000 SH   SOLE   117,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 298 77,000 SH   SOLE   77,000 0 0
AETNA INC NEW COM 00817Y108 3,524 51,381 SH   SOLE   51,381 0 0
AFFILIATED MANAGERS GROUP COM 008252108 9,239 42,600 SH   SOLE   42,600 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 3,746 65,500 SH   SOLE   65,500 0 0
AIR METHODS CORP COM PAR $.06 009128307 1,750 30,000 SH   SOLE   30,000 0 0
AIR PRODS & CHEMS INC COM 009158106 11,804 105,600 SH   SOLE   105,600 0 0
AIRGAS INC COM 009363102 1,007 9,000 SH   SOLE   9,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 11,224 237,900 SH   SOLE   237,900 0 0
ALASKA AIR GROUP INC COM 011659109 18,020 245,600 SH   SOLE   245,600 0 0
ALCOA INC COM 013817101 1,648 155,000 SH   SOLE   155,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 7,560 118,830 SH   SOLE   118,830 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 3,593 27,000 SH   SOLE   27,000 0 0
ALLEGHANY CORP DEL COM 017175100 2,480 6,200 SH   SOLE   6,200 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 4,347 122,000 SH   SOLE   122,000 0 0
ALLEGIANT TRAVEL CO COM 01748X102 4,671 44,300 SH   SOLE   44,300 0 0
ALLERGAN INC COM 018490102 4,554 41,000 SH   SOLE   41,000 0 0
ALLETE INC COM NEW 018522300 2,993 60,000 SH   SOLE   60,000 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 3,681 14,000 SH   SOLE   14,000 0 0
ALLIANT TECHSYSTEMS INC COM 018804104 3,772 31,000 SH   SOLE   31,000 0 0
ALLSTATE CORP COM 020002101 6,872 126,000 SH   SOLE   126,000 0 0
ALTERA CORP COM 021441100 1,334 41,000 SH   SOLE   41,000 0 0
ALTRA INDL MOTION CORP COM 02208R106 1,198 35,000 SH   SOLE   35,000 0 0
ALTRIA GROUP INC COM 02209S103 32,374 843,300 SH   SOLE   843,300 0 0
AMAZON COM INC COM 023135106 54,834 137,500 SH   SOLE   137,500 0 0
AMBEV SA SPONSORED ADR 02319V103 9,522 1,295,500 SH   SOLE   1,295,500 0 0
AMEREN CORP COM 023608102 1,338 37,000 SH   SOLE   37,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 1,023 50,000 SH   SOLE   50,000 0 0
AMERICAN ELEC PWR INC COM 025537101 7,432 159,000 SH   SOLE   159,000 0 0
AMERICAN EXPRESS CO COM 025816109 32,291 355,900 SH   SOLE   355,900 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 36,501 715,000 SH   SOLE   715,000 0 0
AMERICAN PUBLIC EDUCATION IN COM 02913V103 1,478 34,000 SH   SOLE   34,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 14,775 185,100 SH   SOLE   185,100 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 3,550 84,000 SH   SOLE   84,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 7,312 104,000 SH   SOLE   104,000 0 0
AMERIPRISE FINL INC COM 03076C106 16,510 143,500 SH   SOLE   143,500 0 0
AMERIS BANCORP COM 03076K108 1,773 84,000 SH   SOLE   84,000 0 0
AMETEK INC NEW COM 031100100 2,344 44,500 SH   SOLE   44,500 0 0
AMGEN INC COM 031162100 41,691 365,200 SH   SOLE   365,200 0 0
AMPHENOL CORP NEW CL A 032095101 1,962 22,000 SH   SOLE   22,000 0 0
AMSURG CORP COM 03232P405 2,342 51,000 SH   SOLE   51,000 0 0
AMTRUST FINL SVCS INC COM 032359309 1,978 60,500 SH   SOLE   60,500 0 0
ANADARKO PETE CORP COM 032511107 25,343 319,500 SH   SOLE   319,500 0 0
ANALOG DEVICES INC COM 032654105 2,088 41,000 SH   SOLE   41,000 0 0
ANSYS INC COM 03662Q105 7,499 86,000 SH   SOLE   86,000 0 0
APACHE CORP COM 037411105 21,262 247,400 SH   SOLE   247,400 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 2,120 81,828 SH   SOLE   81,828 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 8,544 270,300 SH   SOLE   270,300 0 0
APOLLO INVT CORP COM 03761U106 2,825 333,123 SH   SOLE   333,123 0 0
APPLE INC COM 037833100 189,992 338,600 SH   SOLE   338,600 0 0
APPLIED MATLS INC COM 038222105 2,972 168,000 SH   SOLE   168,000 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 937 70,000 SH   SOLE   70,000 0 0
APPROACH RESOURCES INC COM 03834A103 1,235 64,000 SH   SOLE   64,000 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 7,899 182,000 SH   SOLE   182,000 0 0
ARCTIC CAT INC COM 039670104 2,849 50,000 SH   SOLE   50,000 0 0
ARRIS GROUP INC NEW COM 04270V106 2,778 114,000 SH   SOLE   114,000 0 0
ARROW ELECTRS INC COM 042735100 2,669 49,200 SH   SOLE   49,200 0 0
ASSOCIATED ESTATES RLTY CORP COM 045604105 345 21,500 SH   SOLE   21,500 0 0
ASSURANT INC COM 04621X108 597 9,000 SH   SOLE   9,000 0 0
ATMEL CORP COM 049513104 2,051 262,000 SH   SOLE   262,000 0 0
AUTODESK INC COM 052769106 7,444 147,900 SH   SOLE   147,900 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 10,368 128,300 SH   SOLE   128,300 0 0
AUTONATION INC COM 05329W102 447 9,000 SH   SOLE   9,000 0 0
AUTOZONE INC COM 053332102 2,390 5,000 SH   SOLE   5,000 0 0
AVALONBAY CMNTYS INC COM 053484101 11,160 94,389 SH   SOLE   94,389 0 0
AVERY DENNISON CORP COM 053611109 803 16,000 SH   SOLE   16,000 0 0
AVIV REIT INC MD COM 05381L101 931 39,280 SH   SOLE   39,280 0 0
AVON PRODS INC COM 054303102 16,860 979,100 SH   SOLE   979,100 0 0
AXIALL CORP COM 05463D100 3,273 69,000 SH   SOLE   69,000 0 0
BB&T CORP COM 054937107 3,695 99,000 SH   SOLE   99,000 0 0
BP PLC SPONSORED ADR 055622104 14,695 302,300 SH   SOLE   302,300 0 0
BRE PROPERTIES INC CL A 05564E106 2,581 47,170 SH   SOLE   47,170 0 0
BAIDU INC SPON ADR REP A 056752108 7,382 41,500 SH   SOLE   41,500 0 0
BAKER HUGHES INC COM 057224107 3,371 61,000 SH   SOLE   61,000 0 0
BALL CORP COM 058498106 1,415 27,400 SH   SOLE   27,400 0 0
BALLY TECHNOLOGIES INC COM 05874B107 3,844 49,000 SH   SOLE   49,000 0 0
BANCORP INC DEL COM 05969A105 1,290 72,000 SH   SOLE   72,000 0 0
BANK OF AMERICA CORPORATION COM 060505104 65,614 4,214,100 SH   SOLE   4,214,100 0 0
BANK NEW YORK MELLON CORP COM 064058100 5,451 156,000 SH   SOLE   156,000 0 0
BANKUNITED INC COM 06652K103 3,519 106,900 SH   SOLE   106,900 0 0
BARD C R INC COM 067383109 5,224 39,000 SH   SOLE   39,000 0 0
BAXTER INTL INC COM 071813109 14,585 209,700 SH   SOLE   209,700 0 0
BBCN BANCORP INC COM 073295107 2,057 124,000 SH   SOLE   124,000 0 0
B/E AEROSPACE INC COM 073302101 2,698 31,000 SH   SOLE   31,000 0 0
BEAM INC COM 073730103 1,429 21,000 SH   SOLE   21,000 0 0
BECTON DICKINSON & CO COM 075887109 2,983 27,000 SH   SOLE   27,000 0 0
BED BATH & BEYOND INC COM 075896100 2,409 30,000 SH   SOLE   30,000 0 0
BELDEN INC COM 077454106 3,677 52,200 SH   SOLE   52,200 0 0
BEMIS INC COM 081437105 492 12,000 SH   SOLE   12,000 0 0
BERKLEY W R CORP COM 084423102 2,916 67,200 SH   SOLE   67,200 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 49,380 416,500 SH   SOLE   416,500 0 0
BEST BUY INC COM 086516101 12,147 304,600 SH   SOLE   304,600 0 0
BIG 5 SPORTING GOODS CORP COM 08915P101 710 35,802 SH   SOLE   35,802 0 0
BIO RAD LABS INC CL A 090572207 3,214 26,000 SH   SOLE   26,000 0 0
BIOGEN IDEC INC COM 09062X103 22,660 81,000 SH   SOLE   81,000 0 0
BIOMED REALTY TRUST INC COM 09063H107 4,762 262,800 SH   SOLE   262,800 0 0
BLACK BOX CORP DEL COM 091826107 1,728 58,000 SH   SOLE   58,000 0 0
BLACKROCK INC COM 09247X101 5,380 17,000 SH   SOLE   17,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 13,526 429,400 SH   SOLE   429,400 0 0
BLOCK H & R INC COM 093671105 958 33,000 SH   SOLE   33,000 0 0
BOEING CO COM 097023105 23,135 169,500 SH   SOLE   169,500 0 0
BORGWARNER INC COM 099724106 9,717 173,800 SH   SOLE   173,800 0 0
BOSTON PROPERTIES INC COM 101121101 11,205 111,640 SH   SOLE   111,640 0 0
BOSTON SCIENTIFIC CORP COM 101137107 3,382 281,400 SH   SOLE   281,400 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 1,212 85,992 SH   SOLE   85,992 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 14,356 270,100 SH   SOLE   270,100 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 4,235 208,330 SH   SOLE   208,330 0 0
BROADCOM CORP CL A 111320107 15,074 508,400 SH   SOLE   508,400 0 0
BROOKS AUTOMATION INC COM 114340102 1,469 140,000 SH   SOLE   140,000 0 0
BROWN & BROWN INC COM 115236101 1,381 44,000 SH   SOLE   44,000 0 0
BROWN FORMAN CORP CL B 115637209 1,625 21,500 SH   SOLE   21,500 0 0
BRUNSWICK CORP COM 117043109 3,040 66,000 SH   SOLE   66,000 0 0
BRYN MAWR BK CORP COM 117665109 1,117 37,000 SH   SOLE   37,000 0 0
BUFFALO WILD WINGS INC COM 119848109 5,005 34,000 SH   SOLE   34,000 0 0
CBL & ASSOC PPTYS INC COM 124830100 1,100 61,240 SH   SOLE   61,240 0 0
CBS CORP NEW CL B 124857202 6,247 98,000 SH   SOLE   98,000 0 0
CBOE HLDGS INC COM 12503M108 2,078 40,000 SH   SOLE   40,000 0 0
CBRE GROUP INC CL A 12504L109 1,026 39,000 SH   SOLE   39,000 0 0
CF INDS HLDGS INC COM 125269100 10,300 44,200 SH   SOLE   44,200 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1,167 20,000 SH   SOLE   20,000 0 0
CIGNA CORPORATION COM 125509109 3,412 39,000 SH   SOLE   39,000 0 0
CME GROUP INC COM 12572Q105 3,138 40,000 SH   SOLE   40,000 0 0
CMS ENERGY CORP COM 125896100 4,479 167,300 SH   SOLE   167,300 0 0
CNOOC LTD SPONSORED ADR 126132109 15,842 84,420 SH   SOLE   84,420 0 0
CRH PLC ADR 12626K203 16,084 629,500 SH   SOLE   629,500 0 0
CSX CORP COM 126408103 5,590 194,300 SH   SOLE   194,300 0 0
CTC MEDIA INC COM 12642X106 3,208 230,900 SH   SOLE   230,900 0 0
CVS CAREMARK CORPORATION COM 126650100 29,487 412,000 SH   SOLE   412,000 0 0
CA INC COM 12673P105 2,790 82,900 SH   SOLE   82,900 0 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 502 28,000 SH   SOLE   28,000 0 0
CABOT CORP COM 127055101 6,168 120,000 SH   SOLE   120,000 0 0
CABOT OIL & GAS CORP COM 127097103 15,508 400,100 SH   SOLE   400,100 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 2,057 45,000 SH   SOLE   45,000 0 0
CACI INTL INC CL A 127190304 2,343 32,000 SH   SOLE   32,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 4,220 301,000 SH   SOLE   301,000 0 0
CAL MAINE FOODS INC COM NEW 128030202 3,554 59,000 SH   SOLE   59,000 0 0
CALGON CARBON CORP COM 129603106 2,606 126,700 SH   SOLE   126,700 0 0
CALPINE CORP COM NEW 131347304 2,029 104,000 SH   SOLE   104,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102 7,236 127,220 SH   SOLE   127,220 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 1,905 32,000 SH   SOLE   32,000 0 0
CAMPBELL SOUP CO COM 134429109 8,985 207,600 SH   SOLE   207,600 0 0
CAMPUS CREST CMNTYS INC COM 13466Y105 2,785 296,000 SH   SOLE   296,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 25,105 327,700 SH   SOLE   327,700 0 0
CARDINAL FINL CORP COM 14149F109 990 55,000 SH   SOLE   55,000 0 0
CARDINAL HEALTH INC COM 14149Y108 29,176 436,700 SH   SOLE   436,700 0 0
CAREFUSION CORP COM 14170T101 1,274 32,000 SH   SOLE   32,000 0 0
CARMAX INC COM 143130102 1,787 38,000 SH   SOLE   38,000 0 0
CARNIVAL CORP PAIRED CTF 143658300 16,598 413,200 SH   SOLE   413,200 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 3,483 56,000 SH   SOLE   56,000 0 0
CARTER INC COM 146229109 5,241 73,000 SH   SOLE   73,000 0 0
CASEYS GEN STORES INC COM 147528103 1,335 19,000 SH   SOLE   19,000 0 0
CASH AMER INTL INC COM 14754D100 498 13,000 SH   SOLE   13,000 0 0
CATAMARAN CORP COM 148887102 21,870 460,612 SH   SOLE   460,612 0 0
CATERPILLAR INC DEL COM 149123101 7,356 81,000 SH   SOLE   81,000 0 0
CATHAY GENERAL BANCORP COM 149150104 1,310 49,000 SH   SOLE   49,000 0 0
CATO CORP NEW CL A 149205106 1,399 44,000 SH   SOLE   44,000 0 0
CELGENE CORP COM 151020104 21,576 127,700 SH   SOLE   127,700 0 0
CENTENE CORP DEL COM 15135B101 3,124 53,000 SH   SOLE   53,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 4,456 192,255 SH   SOLE   192,255 0 0
CENTURYLINK INC COM 156700106 2,675 84,000 SH   SOLE   84,000 0 0
CERNER CORP COM 156782104 2,230 40,000 SH   SOLE   40,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 2,493 47,000 SH   SOLE   47,000 0 0
CHART INDS INC COM PAR $0.01 16115Q308 2,774 29,000 SH   SOLE   29,000 0 0
CHESAPEAKE ENERGY CORP COM 165167107 2,337 86,100 SH   SOLE   86,100 0 0
CHESAPEAKE LODGING TR SH BEN INT 165240102 759 30,000 SH   SOLE   30,000 0 0
CHEVRON CORP NEW COM 166764100 72,061 576,900 SH   SOLE   576,900 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 14,850 284,000 SH   SOLE   284,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,025 3,800 SH   SOLE   3,800 0 0
CHUBB CORP COM 171232101 7,247 75,000 SH   SOLE   75,000 0 0
CIMAREX ENERGY CO COM 171798101 7,344 70,000 SH   SOLE   70,000 0 0
CINCINNATI FINL CORP COM 172062101 1,047 20,000 SH   SOLE   20,000 0 0
CINEMARK HOLDINGS INC COM 17243V102 5,699 171,000 SH   SOLE   171,000 0 0
CIRRUS LOGIC INC COM 172755100 1,839 90,000 SH   SOLE   90,000 0 0
CISCO SYS INC COM 17275R102 35,942 1,601,000 SH   SOLE   1,601,000 0 0
CINTAS CORP COM 172908105 953 16,000 SH   SOLE   16,000 0 0
CITIGROUP INC COM NEW 172967424 70,455 1,352,050 SH   SOLE   1,352,050 0 0
CITRIX SYS INC COM 177376100 8,260 130,600 SH   SOLE   130,600 0 0
CITY HLDG CO COM 177835105 880 19,000 SH   SOLE   19,000 0 0
CLEAN HARBORS INC COM 184496107 4,077 68,000 SH   SOLE   68,000 0 0
CLEARWATER PAPER CORP COM 18538R103 3,413 65,000 SH   SOLE   65,000 0 0
CLIFFS NAT RES INC COM 18683K101 524 20,000 SH   SOLE   20,000 0 0
CLOROX CO DEL COM 189054109 1,577 17,000 SH   SOLE   17,000 0 0
COACH INC COM 189754104 2,133 38,000 SH   SOLE   38,000 0 0
COBALT INTL ENERGY INC COM 19075F106 5,231 318,000 SH   SOLE   318,000 0 0
COCA COLA CO COM 191216100 79,125 1,915,400 SH   SOLE   1,915,400 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 1,545 35,000 SH   SOLE   35,000 0 0
COGNEX CORP COM 192422103 3,925 102,800 SH   SOLE   102,800 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 15,914 157,600 SH   SOLE   157,600 0 0
COLGATE PALMOLIVE CO COM 194162103 22,556 345,900 SH   SOLE   345,900 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 841 31,000 SH   SOLE   31,000 0 0
COMCAST CORP NEW CL A 20030N101 54,465 1,048,100 SH   SOLE   1,048,100 0 0
COMERICA INC COM 200340107 1,578 33,200 SH   SOLE   33,200 0 0
COMMERCE BANCSHARES INC COM 200525103 66 1,470 SH   SOLE   1,470 0 0
COMMONWEALTH REIT COM SH BEN INT 203233101 1,069 45,875 SH   SOLE   45,875 0 0
COMMVAULT SYSTEMS INC COM 204166102 4,942 66,000 SH   SOLE   66,000 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 6,017 134,700 SH   SOLE   134,700 0 0
COMPUTER SCIENCES CORP COM 205363104 1,062 19,000 SH   SOLE   19,000 0 0
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 1,734 55,000 SH   SOLE   55,000 0 0
CONAGRA FOODS INC COM 205887102 2,022 60,000 SH   SOLE   60,000 0 0
CONCUR TECHNOLOGIES INC COM 206708109 7,016 68,000 SH   SOLE   68,000 0 0
CONOCOPHILLIPS COM 20825C104 29,659 419,800 SH   SOLE   419,800 0 0
CONSOL ENERGY INC COM 20854P109 1,179 31,000 SH   SOLE   31,000 0 0
CONSOLIDATED EDISON INC COM 209115104 2,156 39,000 SH   SOLE   39,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,893 41,100 SH   SOLE   41,100 0 0
COOPER COS INC COM NEW 216648402 3,963 32,000 SH   SOLE   32,000 0 0
COPART INC COM 217204106 4,984 136,000 SH   SOLE   136,000 0 0
CORELOGIC INC COM 21871D103 1,883 53,000 SH   SOLE   53,000 0 0
CORNING INC COM 219350105 3,671 206,000 SH   SOLE   206,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 6,665 56,000 SH   SOLE   56,000 0 0
COUSINS PPTYS INC COM 222795106 3,353 325,500 SH   SOLE   325,500 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 4,073 37,000 SH   SOLE   37,000 0 0
CREE INC COM 225447101 6,257 100,000 SH   SOLE   100,000 0 0
CROCS INC COM 227046109 796 50,000 SH   SOLE   50,000 0 0
CROWN CASTLE INTL CORP COM 228227104 9,502 129,400 SH   SOLE   129,400 0 0
CROWN HOLDINGS INC COM 228368106 12,475 279,900 SH   SOLE   279,900 0 0
CUBESMART COM 229663109 926 58,101 SH   SOLE   58,101 0 0
CUBIST PHARMACEUTICALS INC COM 229678107 2,204 32,000 SH   SOLE   32,000 0 0
CUMMINS INC COM 231021106 17,142 121,600 SH   SOLE   121,600 0 0
CYTEC INDS INC COM 232820100 3,074 33,000 SH   SOLE   33,000 0 0
DCT INDUSTRIAL TRUST INC COM 233153105 3,134 439,500 SH   SOLE   439,500 0 0
DDR CORP COM 23317H102 2,880 187,400 SH   SOLE   187,400 0 0
D R HORTON INC COM 23331A109 915 41,000 SH   SOLE   41,000 0 0
DTE ENERGY CO COM 233331107 5,564 83,807 SH   SOLE   83,807 0 0
DANAHER CORP DEL COM 235851102 15,888 205,800 SH   SOLE   205,800 0 0
DARDEN RESTAURANTS INC COM 237194105 1,033 19,000 SH   SOLE   19,000 0 0
DARLING INTL INC COM 237266101 7,245 347,000 SH   SOLE   347,000 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 2,345 37,000 SH   SOLE   37,000 0 0
DEALERTRACK TECHNOLOGIES INC COM 242309102 914 19,000 SH   SOLE   19,000 0 0
DEERE & CO COM 244199105 4,840 53,000 SH   SOLE   53,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 14,021 510,400 SH   SOLE   510,400 0 0
DENBURY RES INC COM NEW 247916208 854 52,000 SH   SOLE   52,000 0 0
DENTSPLY INTL INC NEW COM 249030107 921 19,000 SH   SOLE   19,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 3,403 55,000 SH   SOLE   55,000 0 0
DIAMOND FOODS INC COM 252603105 2,636 102,000 SH   SOLE   102,000 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 512 9,000 SH   SOLE   9,000 0 0
DIGITAL RLTY TR INC COM 253868103 4,044 82,330 SH   SOLE   82,330 0 0
DIGITALGLOBE INC COM NEW 25389M877 844 20,500 SH   SOLE   20,500 0 0
DINEEQUITY INC COM 254423106 1,504 18,000 SH   SOLE   18,000 0 0
DIODES INC COM 254543101 2,003 85,000 SH   SOLE   85,000 0 0
DISNEY WALT CO COM DISNEY 254687106 52,708 689,900 SH   SOLE   689,900 0 0
DISCOVER FINL SVCS COM 254709108 17,826 318,600 SH   SOLE   318,600 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 12,849 142,100 SH   SOLE   142,100 0 0
DIRECTV COM 25490A309 12,747 184,500 SH   SOLE   184,500 0 0
DOLLAR GEN CORP NEW COM 256677105 2,352 39,000 SH   SOLE   39,000 0 0
DOLLAR TREE INC COM 256746108 1,749 31,000 SH   SOLE   31,000 0 0
DOMINION RES INC VA NEW COM 25746U109 6,133 94,800 SH   SOLE   94,800 0 0
DOMINOS PIZZA INC COM 25754A201 1,881 27,000 SH   SOLE   27,000 0 0
DONALDSON INC COM 257651109 4,824 111,000 SH   SOLE   111,000 0 0
DOUGLAS EMMETT INC COM 25960P109 1,978 84,930 SH   SOLE   84,930 0 0
DOVER CORP COM 260003108 11,006 114,000 SH   SOLE   114,000 0 0
DOW CHEM CO COM 260543103 18,182 409,500 SH   SOLE   409,500 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 1,364 28,000 SH   SOLE   28,000 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 17,009 261,800 SH   SOLE   261,800 0 0
DUKE REALTY CORP COM NEW 264411505 7,597 505,090 SH   SOLE   505,090 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 6,556 95,000 SH   SOLE   95,000 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 614 5,000 SH   SOLE   5,000 0 0
DUPONT FABROS TECHNOLOGY INC COM 26613Q106 1,106 44,750 SH   SOLE   44,750 0 0
E M C CORP MASS COM 268648102 24,436 971,600 SH   SOLE   971,600 0 0
EOG RES INC COM 26875P101 29,959 178,500 SH   SOLE   178,500 0 0
EQT CORP COM 26884L109 7,802 86,900 SH   SOLE   86,900 0 0
EPR PPTYS COM SH BEN INT 26884U109 4,272 86,900 SH   SOLE   86,900 0 0
ETFS PLATINUM TR SH BEN INT 26922V101 1,473 11,000 PRN   SOLE   11,000 0 0
ETFS PALLADIUM TR SH BEN INT 26923A106 2,583 37,000 SH   SOLE   37,000 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 746 38,000 SH   SOLE   38,000 0 0
EAST WEST BANCORP INC COM 27579R104 4,756 136,000 SH   SOLE   136,000 0 0
EASTGROUP PPTY INC COM 277276101 1,101 19,000 SH   SOLE   19,000 0 0
EASTMAN CHEM CO COM 277432100 9,482 117,500 SH   SOLE   117,500 0 0
EBAY INC COM 278642103 9,348 170,300 SH   SOLE   170,300 0 0
ECOLAB INC COM 278865100 3,962 38,000 SH   SOLE   38,000 0 0
EDISON INTL COM 281020107 5,186 112,000 SH   SOLE   112,000 0 0
EDUCATION RLTY TR INC COM 28140H104 1,927 218,500 SH   SOLE   218,500 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 921 14,000 SH   SOLE   14,000 0 0
EL PASO ELEC CO COM NEW 283677854 1,246 35,500 SH   SOLE   35,500 0 0
ELECTRONIC ARTS INC COM 285512109 1,633 71,200 SH   SOLE   71,200 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 4,192 130,261 SH   SOLE   130,261 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 2,644 115,000 SH   SOLE   115,000 0 0
EMERSON ELEC CO COM 291011104 16,738 238,500 SH   SOLE   238,500 0 0
EMPIRE ST RLTY TR INC CL A 292104106 835 54,570 SH   SOLE   54,570 0 0
EMPLOYERS HOLDINGS INC COM 292218104 950 30,000 SH   SOLE   30,000 0 0
ENCORE CAP GROUP INC COM 292554102 1,789 35,600 SH   SOLE   35,600 0 0
ENCORE WIRE CORP COM 292562105 2,331 43,000 SH   SOLE   43,000 0 0
ENERGEN CORP COM 29265N108 7,995 113,000 SH   SOLE   113,000 0 0
ENERGIZER HLDGS INC COM 29266R108 4,979 46,000 SH   SOLE   46,000 0 0
ENDOCYTE INC COM 29269A102 1,080 101,000 SH   SOLE   101,000 0 0
ENTERGY CORP NEW COM 29364G103 5,157 81,500 SH   SOLE   81,500 0 0
ENTERPRISE FINL SVCS CORP COM 293712105 1,777 87,000 SH   SOLE   87,000 0 0
EQUIFAX INC COM 294429105 1,244 18,000 SH   SOLE   18,000 0 0
EQUINIX INC COM NEW 29444U502 17,745 100,000 SH   SOLE   100,000 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 1,377 38,000 SH   SOLE   38,000 0 0
EQUITY ONE COM 294752100 707 31,500 SH   SOLE   31,500 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 18,694 360,400 SH   SOLE   360,400 0 0
ESSEX PPTY TR INC COM 297178105 4,060 28,290 SH   SOLE   28,290 0 0
EXELON CORP COM 30161N101 3,177 116,000 SH   SOLE   116,000 0 0
EXPEDIA INC DEL COM NEW 30212P303 2,152 30,900 SH   SOLE   30,900 0 0
EXPEDITORS INTL WASH INC COM 302130109 1,239 28,000 SH   SOLE   28,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 26,242 373,600 SH   SOLE   373,600 0 0
EXTRA SPACE STORAGE INC COM 30225T102 2,612 62,000 SH   SOLE   62,000 0 0
EZCORP INC CL A NON VTG 302301106 409 35,000 SH   SOLE   35,000 0 0
EXXON MOBIL CORP COM 30231G102 121,612 1,201,700 SH   SOLE   1,201,700 0 0
FLIR SYS INC COM 302445101 662 22,000 SH   SOLE   22,000 0 0
F M C CORP COM NEW 302491303 1,358 18,000 SH   SOLE   18,000 0 0
FMC TECHNOLOGIES INC COM 30249U101 1,619 31,000 SH   SOLE   31,000 0 0
FTI CONSULTING INC COM 302941109 2,386 58,000 SH   SOLE   58,000 0 0
FACEBOOK INC CL A 30303M102 35,409 647,800 SH   SOLE   647,800 0 0
FACTSET RESH SYS INC COM 303075105 2,063 19,000 SH   SOLE   19,000 0 0
FAIRCHILD SEMICONDUCTOR INTL COM 303726103 1,161 87,000 SH   SOLE   87,000 0 0
FAMILY DLR STORES INC COM 307000109 910 14,000 SH   SOLE   14,000 0 0
FASTENAL CO COM 311900104 1,710 36,000 SH   SOLE   36,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 8,027 79,150 SH   SOLE   79,150 0 0
FEDEX CORP COM 31428X106 7,088 49,300 SH   SOLE   49,300 0 0
F5 NETWORKS INC COM 315616102 7,305 80,400 SH   SOLE   80,400 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 3,387 63,100 SH   SOLE   63,100 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 5,257 162,000 SH   SOLE   162,000 0 0
FIFTH & PAC COS INC COM 316645100 7,536 235,000 SH   SOLE   235,000 0 0
FIFTH THIRD BANCORP COM 316773100 4,130 196,400 SH   SOLE   196,400 0 0
FINANCIAL ENGINES INC COM 317485100 2,432 35,000 SH   SOLE   35,000 0 0
FINISAR CORP COM NEW 31787A507 1,196 50,000 SH   SOLE   50,000 0 0
FINISH LINE INC CL A 317923100 1,578 56,000 SH   SOLE   56,000 0 0
FIRST CASH FINL SVCS INC COM 31942D107 1,546 25,000 SH   SOLE   25,000 0 0
FIRST FINL BANCORP OH COM 320209109 1,124 64,500 SH   SOLE   64,500 0 0
FIRST INDUSTRIAL REALTY TRUS COM 32054K103 829 47,500 SH   SOLE   47,500 0 0
FIRST MERCHANTS CORP COM 320817109 1,138 50,000 SH   SOLE   50,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 3,246 62,000 SH   SOLE   62,000 0 0
FIRST SOLAR INC COM 336433107 1,574 28,800 SH   SOLE   28,800 0 0
FISERV INC COM 337738108 2,126 36,000 SH   SOLE   36,000 0 0
FIRSTENERGY CORP COM 337932107 1,759 53,346 SH   SOLE   53,346 0 0
FIVE BELOW INC COM 33829M101 691 16,000 SH   SOLE   16,000 0 0
FLUOR CORP NEW COM 343412102 1,847 23,000 SH   SOLE   23,000 0 0
FLOWSERVE CORP COM 34354P105 7,836 99,400 SH   SOLE   99,400 0 0
FOOT LOCKER INC COM 344849104 3,730 90,000 SH   SOLE   90,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 8,178 530,000 SH   SOLE   530,000 0 0
FOREST CITY ENTERPRISES INC CL A 345550107 955 50,000 SH   SOLE   50,000 0 0
FOREST LABS INC COM 345838106 15,650 260,700 SH   SOLE   260,700 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 5,804 127,000 SH   SOLE   127,000 0 0
FOSSIL GROUP INC COM 34988V106 960 8,000 SH   SOLE   8,000 0 0
FRANKLIN RES INC COM 354613101 3,291 57,000 SH   SOLE   57,000 0 0
FRANKLIN STREET PPTYS CORP COM 35471R106 388 32,500 SH   SOLE   32,500 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 13,122 347,700 SH   SOLE   347,700 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 660 142,000 SH   SOLE   142,000 0 0
GT ADVANCED TECHNOLOGIES INC COM 36191U106 2,442 280,000 SH   SOLE   280,000 0 0
GAMESTOP CORP NEW CL A 36467W109 7,857 159,500 SH   SOLE   159,500 0 0
GANNETT INC COM 364730101 947 32,000 SH   SOLE   32,000 0 0
GAP INC DEL COM 364760108 860 22,000 SH   SOLE   22,000 0 0
GENERAL DYNAMICS CORP COM 369550108 16,148 169,000 SH   SOLE   169,000 0 0
GENERAL ELECTRIC CO COM 369604103 82,184 2,932,000 SH   SOLE   2,932,000 0 0
GENERAL GROWTH PPTYS INC NEW COM 370023103 6,332 315,500 SH   SOLE   315,500 0 0
GENERAL MLS INC COM 370334104 4,242 85,000 SH   SOLE   85,000 0 0
GENERAL MTRS CO COM 37045V100 23,970 586,500 SH   SOLE   586,500 0 0
GENUINE PARTS CO COM 372460105 1,664 20,000 SH   SOLE   20,000 0 0
GENWORTH FINL INC COM CL A 37247D106 1,087 70,000 SH   SOLE   70,000 0 0
GENTHERM INC COM 37253A103 1,555 58,000 SH   SOLE   58,000 0 0
GIANT INTERACTIVE GROUP INC ADR 374511103 1,557 138,500 SH   SOLE   138,500 0 0
GIBRALTAR INDS INC COM 374689107 2,731 146,900 SH   SOLE   146,900 0 0
GILEAD SCIENCES INC COM 375558103 24,935 331,800 SH   SOLE   331,800 0 0
GLOBAL PMTS INC COM 37940X102 5,589 86,000 SH   SOLE   86,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 20,562 116,000 SH   SOLE   116,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 2,705 113,400 SH   SOLE   113,400 0 0
GOOGLE INC CL A 38259P508 83,493 74,500 SH   SOLE   74,500 0 0
GRACO INC COM 384109104 4,062 52,000 SH   SOLE   52,000 0 0
GRAHAM HLDGS CO COM 384637104 398 600 SH   SOLE   600 0 0
GRAINGER W W INC COM 384802104 2,043 8,000 SH   SOLE   8,000 0 0
GRAN TIERRA ENERGY INC COM 38500T101 3,063 419,000 SH   SOLE   419,000 0 0
GRANITE CONSTR INC COM 387328107 6,017 172,000 SH   SOLE   172,000 0 0
GREEN MTN COFFEE ROASTERS IN COM 393122106 1,738 23,000 SH   SOLE   23,000 0 0
GREIF INC CL A 397624107 3,249 62,000 SH   SOLE   62,000 0 0
GULFPORT ENERGY CORP COM NEW 402635304 3,410 54,000 SH   SOLE   54,000 0 0
HCA HOLDINGS INC COM 40412C101 10,744 225,200 SH   SOLE   225,200 0 0
HCC INS HLDGS INC COM 404132102 4,065 88,100 SH   SOLE   88,100 0 0
HCP INC COM 40414L109 16,846 463,827 SH   SOLE   463,827 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 8,669 251,700 SH   SOLE   251,700 0 0
HMS HLDGS CORP COM 40425J101 2,000 88,000 SH   SOLE   88,000 0 0
HALLIBURTON CO COM 406216101 5,633 111,000 SH   SOLE   111,000 0 0
HANESBRANDS INC COM 410345102 3,865 55,000 SH   SOLE   55,000 0 0
HANGER INC COM NEW 41043F208 905 23,000 SH   SOLE   23,000 0 0
HANMI FINL CORP COM NEW 410495204 1,642 75,000 SH   SOLE   75,000 0 0
HANOVER INS GROUP INC COM 410867105 1,493 25,000 SH   SOLE   25,000 0 0
HARLEY DAVIDSON INC COM 412822108 2,146 31,000 SH   SOLE   31,000 0 0
HARMAN INTL INDS INC COM 413086109 737 9,000 SH   SOLE   9,000 0 0
HARRIS CORP DEL COM 413875105 3,309 47,400 SH   SOLE   47,400 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 4,674 129,000 SH   SOLE   129,000 0 0
HASBRO INC COM 418056107 825 15,000 SH   SOLE   15,000 0 0
HEALTHCARE SVCS GRP INC COM 421906108 1,021 36,000 SH   SOLE   36,000 0 0
HEALTHCARE RLTY TR COM 421946104 2,517 118,100 SH   SOLE   118,100 0 0
HEALTH CARE REIT INC COM 42217K106 8,478 158,257 SH   SOLE   158,257 0 0
HEARTLAND PMT SYS INC COM 42235N108 1,695 34,000 SH   SOLE   34,000 0 0
HELMERICH & PAYNE INC COM 423452101 2,472 29,400 SH   SOLE   29,400 0 0
HERCULES TECH GROWTH CAP INC COM 427096508 1,319 80,449 SH   SOLE   80,449 0 0
HERSHA HOSPITALITY TR SH BEN INT A 427825104 485 87,000 SH   SOLE   87,000 0 0
HERSHEY CO COM 427866108 1,847 19,000 SH   SOLE   19,000 0 0
HESS CORP COM 42809H107 3,320 40,000 SH   SOLE   40,000 0 0
HEWLETT PACKARD CO COM 428236103 7,219 258,000 SH   SOLE   258,000 0 0
HIGHWOODS PPTYS INC COM 431284108 3,184 88,040 SH   SOLE   88,040 0 0
HOME DEPOT INC COM 437076102 43,476 528,000 SH   SOLE   528,000 0 0
HOME PROPERTIES INC COM 437306103 1,314 24,500 SH   SOLE   24,500 0 0
HONEYWELL INTL INC COM 438516106 20,905 228,800 SH   SOLE   228,800 0 0
HORACE MANN EDUCATORS CORP N COM 440327104 1,041 33,000 SH   SOLE   33,000 0 0
HORMEL FOODS CORP COM 440452100 678 15,000 SH   SOLE   15,000 0 0
HOSPIRA INC COM 441060100 867 21,000 SH   SOLE   21,000 0 0
HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 1,273 47,100 SH   SOLE   47,100 0 0
HOST HOTELS & RESORTS INC COM 44107P104 11,145 573,320 SH   SOLE   573,320 0 0
HUBBELL INC CL B 443510201 2,723 25,000 SH   SOLE   25,000 0 0
HUDSON CITY BANCORP COM 443683107 698 74,000 SH   SOLE   74,000 0 0
HUMANA INC COM 444859102 2,064 20,000 SH   SOLE   20,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 5,852 75,700 SH   SOLE   75,700 0 0
HUNTINGTON BANCSHARES INC COM 446150104 2,418 250,600 SH   SOLE   250,600 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 4,140 46,000 SH   SOLE   46,000 0 0
HUNTSMAN CORP COM 447011107 1,845 75,000 SH   SOLE   75,000 0 0
ICU MED INC COM 44930G107 1,402 22,000 SH   SOLE   22,000 0 0
ICONIX BRAND GROUP INC COM 451055107 3,017 76,000 SH   SOLE   76,000 0 0
IDEXX LABS INC COM 45168D104 3,936 37,000 SH   SOLE   37,000 0 0
IHS INC CL A 451734107 1,233 10,300 SH   SOLE   10,300 0 0
ILLINOIS TOOL WKS INC COM 452308109 14,352 170,700 SH   SOLE   170,700 0 0
INDEPENDENT BANK CORP MICH COM NEW 453838609 2,100 175,000 SH   SOLE   175,000 0 0
INFOSYS LTD SPONSORED ADR 456788108 6,039 106,700 SH   SOLE   106,700 0 0
INGRAM MICRO INC CL A 457153104 2,721 116,000 SH   SOLE   116,000 0 0
INLAND REAL ESTATE CORP COM NEW 457461200 510 48,500 SH   SOLE   48,500 0 0
INSULET CORP COM 45784P101 6,826 184,000 SH   SOLE   184,000 0 0
INTEL CORP COM 458140100 32,079 1,235,700 SH   SOLE   1,235,700 0 0
INTEGRYS ENERGY GROUP INC COM 45822P105 490 9,000 SH   SOLE   9,000 0 0
INTELIQUENT INC COM 45825N107 1,119 98,000 SH   SOLE   98,000 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 1,947 80,000 SH   SOLE   80,000 0 0
INTERCONTINENTALEXCHANGE GRO COM 45866F104 13,333 59,278 SH   SOLE   59,278 0 0
INTERMOLECULAR INC COM 45882D109 1,476 300,000 SH   SOLE   300,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 46,123 245,900 SH   SOLE   245,900 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1,032 12,000 SH   SOLE   12,000 0 0
INTERNATIONAL GAME TECHNOLOG COM 459902102 745 41,000 SH   SOLE   41,000 0 0
INTL PAPER CO COM 460146103 2,893 59,000 SH   SOLE   59,000 0 0
INTERPUBLIC GROUP COS INC COM 460690100 2,483 140,300 SH   SOLE   140,300 0 0
INTEVAC INC COM 461148108 1,783 240,000 SH   SOLE   240,000 0 0
INTUIT COM 461202103 3,053 40,000 SH   SOLE   40,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 6,990 18,200 SH   SOLE   18,200 0 0
IRON MTN INC COM 462846106 735 24,220 SH   SOLE   24,220 0 0
ISHARES CHINA LG-CAP ETF 464287184 7,670 200,000 SH   SOLE   200,000 0 0
ISHARES CORE S&P MCP ETF 464287507 12,581 94,000 SH   SOLE   94,000 0 0
ISHARES JP MOR EM MK ETF 464288281 137,828 1,274,300 PRN   SOLE   1,274,300 0 0
ISHARES IBOXX HI YD ETF 464288513 341,997 3,682,140 PRN   SOLE   3,682,140 0 0
ISIS PHARMACEUTICALS INC COM 464330109 1,116 28,000 SH   SOLE   28,000 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 3,596 265,000 SH   SOLE   265,000 0 0
ITRON INC COM 465741106 3,024 73,000 SH   SOLE   73,000 0 0
JPMORGAN CHASE & CO COM 46625H100 78,328 1,339,400 SH   SOLE   1,339,400 0 0
JABIL CIRCUIT INC COM 466313103 5,232 300,000 SH   SOLE   300,000 0 0
JACK IN THE BOX INC COM 466367109 2,551 51,000 SH   SOLE   51,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 8,119 128,900 SH   SOLE   128,900 0 0
JOHNSON & JOHNSON COM 478160104 58,618 640,000 SH   SOLE   640,000 0 0
JOHNSON CTLS INC COM 478366107 6,977 136,000 SH   SOLE   136,000 0 0
JONES LANG LASALLE INC COM 48020Q107 5,683 55,500 SH   SOLE   55,500 0 0
JOY GLOBAL INC COM 481165108 819 14,000 SH   SOLE   14,000 0 0
JUNIPER NETWORKS INC COM 48203R104 7,854 348,000 SH   SOLE   348,000 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 6,711 165,651 SH   SOLE   165,651 0 0
KBR INC COM 48242W106 6,155 193,000 SH   SOLE   193,000 0 0
KLA-TENCOR CORP COM 482480100 1,354 21,000 SH   SOLE   21,000 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 1,896 27,000 SH   SOLE   27,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 991 8,000 SH   SOLE   8,000 0 0
KELLOGG CO COM 487836108 27,213 445,600 SH   SOLE   445,600 0 0
KEMPER CORP DEL COM 488401100 1,390 34,000 SH   SOLE   34,000 0 0
KEYCORP NEW COM 493267108 7,882 587,300 SH   SOLE   587,300 0 0
KILROY RLTY CORP COM 49427F108 6,330 126,150 SH   SOLE   126,150 0 0
KIMBERLY CLARK CORP COM 494368103 5,327 51,000 SH   SOLE   51,000 0 0
KIMCO RLTY CORP COM 49446R109 10,089 510,843 SH   SOLE   510,843 0 0
KINDER MORGAN INC DEL COM 49456B101 2,916 81,000 SH   SOLE   81,000 0 0
KIRKLANDS INC COM 497498105 1,420 60,000 SH   SOLE   60,000 0 0
KOHLS CORP COM 500255104 1,646 29,000 SH   SOLE   29,000 0 0
KORN FERRY INTL COM NEW 500643200 2,991 114,500 SH   SOLE   114,500 0 0
KRAFT FOODS GROUP INC COM 50076Q106 13,626 252,701 SH   SOLE   252,701 0 0
KRATON PERFORMANCE POLYMERS COM 50077C106 1,798 78,000 SH   SOLE   78,000 0 0
KROGER CO COM 501044101 2,372 60,000 SH   SOLE   60,000 0 0
KRONOS WORLDWIDE INC COM 50105F105 2,153 113,000 SH   SOLE   113,000 0 0
L BRANDS INC COM 501797104 1,979 32,000 SH   SOLE   32,000 0 0
LSB INDS INC COM 502160104 2,912 71,000 SH   SOLE   71,000 0 0
LSI CORPORATION COM 502161102 926 84,000 SH   SOLE   84,000 0 0
LTC PPTYS INC COM 502175102 3,758 106,200 SH   SOLE   106,200 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 1,389 13,000 SH   SOLE   13,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 1,188 13,000 SH   SOLE   13,000 0 0
LACLEDE GROUP INC COM 505597104 2,149 47,200 SH   SOLE   47,200 0 0
LAM RESEARCH CORP COM 512807108 2,940 54,000 SH   SOLE   54,000 0 0
LAMAR ADVERTISING CO CL A 512815101 5,434 104,000 SH   SOLE   104,000 0 0
LAS VEGAS SANDS CORP COM 517834107 9,512 120,600 SH   SOLE   120,600 0 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 833 27,000 SH   SOLE   27,000 0 0
LAUDER ESTEE COS INC CL A 518439104 2,410 32,000 SH   SOLE   32,000 0 0
LAWSON PRODS INC COM 520776105 907 74,000 SH   SOLE   74,000 0 0
LEGGETT & PLATT INC COM 524660107 619 20,000 SH   SOLE   20,000 0 0
LEGG MASON INC COM 524901105 1,261 29,000 SH   SOLE   29,000 0 0
LENNAR CORP CL A 526057104 989 25,000 SH   SOLE   25,000 0 0
LEUCADIA NATL CORP COM 527288104 1,134 40,000 SH   SOLE   40,000 0 0
LEXINGTON REALTY TRUST COM 529043101 5,798 567,899 SH   SOLE   567,899 0 0
LIBERTY PPTY TR SH BEN INT 531172104 4,037 119,180 SH   SOLE   119,180 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 11,423 78,000 SH   SOLE   78,000 0 0
LIFE TECHNOLOGIES CORP COM 53217V109 1,819 24,000 SH   SOLE   24,000 0 0
LILLY ELI & CO COM 532457108 24,857 487,400 SH   SOLE   487,400 0 0
LINCOLN NATL CORP IND COM 534187109 5,523 107,000 SH   SOLE   107,000 0 0
LINEAR TECHNOLOGY CORP COM 535678106 1,321 29,000 SH   SOLE   29,000 0 0
LIQUIDITY SERVICES INC COM 53635B107 1,564 69,000 SH   SOLE   69,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 2,944 149,000 SH   SOLE   149,000 0 0
LOCKHEED MARTIN CORP COM 539830109 19,028 128,000 SH   SOLE   128,000 0 0
LOEWS CORP COM 540424108 4,438 92,000 SH   SOLE   92,000 0 0
LOGMEIN INC COM 54142L109 2,349 70,000 SH   SOLE   70,000 0 0
LORILLARD INC COM 544147101 2,534 50,000 SH   SOLE   50,000 0 0
LOUISIANA PAC CORP COM 546347105 3,628 196,000 SH   SOLE   196,000 0 0
LOWES COS INC COM 548661107 12,125 244,700 SH   SOLE   244,700 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 3,292 32,000 SH   SOLE   32,000 0 0
M & T BK CORP COM 55261F104 1,630 14,000 SH   SOLE   14,000 0 0
MDU RES GROUP INC COM 552690109 5,530 181,000 SH   SOLE   181,000 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 2,105 82,500 SH   SOLE   82,500 0 0
MGM RESORTS INTERNATIONAL COM 552953101 2,869 122,000 SH   SOLE   122,000 0 0
MTS SYS CORP COM 553777103 2,494 35,000 SH   SOLE   35,000 0 0
MACERICH CO COM 554382101 6,002 101,914 SH   SOLE   101,914 0 0
MACK CALI RLTY CORP COM 554489104 5,177 241,000 SH   SOLE   241,000 0 0
MACYS INC COM 55616P104 11,801 221,000 SH   SOLE   221,000 0 0
MADDEN STEVEN LTD COM 556269108 4,254 116,250 SH   SOLE   116,250 0 0
MANHATTAN ASSOCS INC COM 562750109 3,783 32,200 SH   SOLE   32,200 0 0
MANITOWOC INC COM 563571108 2,169 93,000 SH   SOLE   93,000 0 0
MANPOWERGROUP INC COM 56418H100 5,255 61,200 SH   SOLE   61,200 0 0
MARATHON OIL CORP COM 565849106 19,327 547,500 SH   SOLE   547,500 0 0
MARATHON PETE CORP COM 56585A102 4,082 44,500 SH   SOLE   44,500 0 0
MARSH & MCLENNAN COS INC COM 571748102 10,717 221,600 SH   SOLE   221,600 0 0
MARRIOTT INTL INC NEW CL A 571903202 1,530 31,000 SH   SOLE   31,000 0 0
MARTEN TRANS LTD COM 573075108 1,456 72,100 SH   SOLE   72,100 0 0
MARTIN MARIETTA MATLS INC COM 573284106 3,198 32,000 SH   SOLE   32,000 0 0
MASCO CORP COM 574599106 1,161 51,000 SH   SOLE   51,000 0 0
MASTERCARD INC CL A 57636Q104 31,831 38,100 SH   SOLE   38,100 0 0
MATERION CORP COM 576690101 1,842 59,700 SH   SOLE   59,700 0 0
MATTEL INC COM 577081102 2,094 44,000 SH   SOLE   44,000 0 0
MATTHEWS INTL CORP CL A 577128101 1,917 45,000 SH   SOLE   45,000 0 0
MAXWELL TECHNOLOGIES INC COM 577767106 1,399 180,000 SH   SOLE   180,000 0 0
MAXIMUS INC COM 577933104 3,739 85,000 SH   SOLE   85,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206 1,241 18,000 SH   SOLE   18,000 0 0
MCDONALDS CORP COM 580135101 17,087 176,100 SH   SOLE   176,100 0 0
MCGRAW HILL FINL INC COM 580645109 3,363 43,000 SH   SOLE   43,000 0 0
MCKESSON CORP COM 58155Q103 18,626 115,400 SH   SOLE   115,400 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 2,262 27,000 SH   SOLE   27,000 0 0
MEADWESTVACO CORP COM 583334107 6,906 187,000 SH   SOLE   187,000 0 0
MEDNAX INC COM 58502B106 8,007 150,000 SH   SOLE   150,000 0 0
MEDTRONIC INC COM 585055106 33,321 580,600 SH   SOLE   580,600 0 0
MELCO CROWN ENTMT LTD ADR 585464100 5,922 151,000 SH   SOLE   151,000 0 0
MERCK & CO INC NEW COM 58933Y105 68,794 1,374,500 SH   SOLE   1,374,500 0 0
MERCURY SYS INC COM 589378108 668 61,000 SH   SOLE   61,000 0 0
METLIFE INC COM 59156R108 20,220 375,000 SH   SOLE   375,000 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 1,553 6,400 SH   SOLE   6,400 0 0
MICROSOFT CORP COM 594918104 93,815 2,506,400 SH   SOLE   2,506,400 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 1,119 25,000 SH   SOLE   25,000 0 0
MICRON TECHNOLOGY INC COM 595112103 18,816 864,700 SH   SOLE   864,700 0 0
MID-AMER APT CMNTYS INC COM 59522J103 10,725 176,566 SH   SOLE   176,566 0 0
MINE SAFETY APPLIANCES CO COM 602720104 4,302 84,000 SH   SOLE   84,000 0 0
MOBILE TELESYSTEMS OJSC SPONSORED ADR 607409109 4,302 198,900 SH   SOLE   198,900 0 0
MOHAWK INDS INC COM 608190104 3,276 22,000 SH   SOLE   22,000 0 0
MOLINA HEALTHCARE INC COM 60855R100 1,460 42,000 SH   SOLE   42,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 1,123 20,000 SH   SOLE   20,000 0 0
MONDELEZ INTL INC CL A 609207105 8,472 240,000 SH   SOLE   240,000 0 0
MONOLITHIC PWR SYS INC COM 609839105 2,080 60,000 SH   SOLE   60,000 0 0
MONSANTO CO NEW COM 61166W101 14,347 123,100 SH   SOLE   123,100 0 0
MONSTER BEVERAGE CORP COM 611740101 1,288 19,000 SH   SOLE   19,000 0 0
MOODYS CORP COM 615369105 2,197 28,000 SH   SOLE   28,000 0 0
MOOG INC CL A 615394202 2,446 36,000 SH   SOLE   36,000 0 0
MORGAN STANLEY COM NEW 617446448 5,896 188,000 SH   SOLE   188,000 0 0
MOSAIC CO NEW COM 61945C103 9,733 205,900 SH   SOLE   205,900 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 6,333 93,828 SH   SOLE   93,828 0 0
MUELLER INDS INC COM 624756102 1,953 31,000 SH   SOLE   31,000 0 0
MURPHY OIL CORP COM 626717102 1,557 24,000 SH   SOLE   24,000 0 0
MYLAN INC COM 628530107 7,248 167,000 SH   SOLE   167,000 0 0
NRG ENERGY INC COM NEW 629377508 1,292 45,000 SH   SOLE   45,000 0 0
NASDAQ OMX GROUP INC COM 631103108 597 15,000 SH   SOLE   15,000 0 0
NATIONAL FUEL GAS CO N J COM 636180101 3,356 47,000 SH   SOLE   47,000 0 0
NATIONAL HEALTH INVS INC COM 63633D104 673 12,000 SH   SOLE   12,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 14,061 176,800 SH   SOLE   176,800 0 0
NATIONAL RETAIL PPTYS INC COM 637417106 1,629 53,700 SH   SOLE   53,700 0 0
NAVIGANT CONSULTING INC COM 63935N107 2,054 107,000 SH   SOLE   107,000 0 0
NETAPP INC COM 64110D104 6,607 160,600 SH   SOLE   160,600 0 0
NETFLIX INC COM 64110L106 7,511 20,400 SH   SOLE   20,400 0 0
NETEASE INC SPONSORED ADR 64110W102 3,065 39,000 SH   SOLE   39,000 0 0
NEW JERSEY RES COM 646025106 832 18,000 SH   SOLE   18,000 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 4,111 244,000 SH   SOLE   244,000 0 0
NEWELL RUBBERMAID INC COM 651229106 1,141 35,200 SH   SOLE   35,200 0 0
NEWFIELD EXPL CO COM 651290108 968 39,300 SH   SOLE   39,300 0 0
NEWLINK GENETICS CORP COM 651511107 2,179 99,000 SH   SOLE   99,000 0 0
NEWMONT MINING CORP COM 651639106 1,520 66,000 SH   SOLE   66,000 0 0
NEWS CORP NEW CL A 65249B109 1,855 102,950 SH   SOLE   102,950 0 0
NEXTERA ENERGY INC COM 65339F101 4,966 58,000 SH   SOLE   58,000 0 0
NIKE INC CL B 654106103 23,018 292,700 SH   SOLE   292,700 0 0
NISOURCE INC COM 65473P105 4,965 151,000 SH   SOLE   151,000 0 0
NOBLE ENERGY INC COM 655044105 13,820 202,900 SH   SOLE   202,900 0 0
NORDSON CORP COM 655663102 3,938 53,000 SH   SOLE   53,000 0 0
NORDSTROM INC COM 655664100 4,759 77,000 SH   SOLE   77,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 11,502 123,900 SH   SOLE   123,900 0 0
NORTHEAST UTILS COM 664397106 1,780 42,000 SH   SOLE   42,000 0 0
NORTHERN TR CORP COM 665859104 1,547 25,000 SH   SOLE   25,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 3,668 32,000 SH   SOLE   32,000 0 0
NOVAVAX INC COM 670002104 1,592 311,000 SH   SOLE   311,000 0 0
NUCOR CORP COM 670346105 8,541 160,000 SH   SOLE   160,000 0 0
NVIDIA CORP COM 67066G104 1,218 76,000 SH   SOLE   76,000 0 0
NXSTAGE MEDICAL INC COM 67072V103 1,980 198,000 SH   SOLE   198,000 0 0
OM GROUP INC COM 670872100 3,495 96,000 SH   SOLE   96,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 2,574 20,000 SH   SOLE   20,000 0 0
OFG BANCORP COM 67103X102 1,248 72,000 SH   SOLE   72,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 52,438 551,400 SH   SOLE   551,400 0 0
OCEANEERING INTL INC COM 675232102 5,679 72,000 SH   SOLE   72,000 0 0
OCWEN FINL CORP COM NEW 675746309 13,874 250,200 SH   SOLE   250,200 0 0
OFFICE DEPOT INC COM 676220106 4,291 811,140 SH   SOLE   811,140 0 0
OLD DOMINION FGHT LINES INC COM 679580100 6,932 130,750 SH   SOLE   130,750 0 0
OLD NATL BANCORP IND COM 680033107 1,183 77,000 SH   SOLE   77,000 0 0
OMNICARE INC COM 681904108 3,682 61,000 SH   SOLE   61,000 0 0
OMNICOM GROUP INC COM 681919106 3,637 48,900 SH   SOLE   48,900 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 1,445 48,500 SH   SOLE   48,500 0 0
ON ASSIGNMENT INC COM 682159108 1,816 52,000 SH   SOLE   52,000 0 0
OMNIAMERICAN BANCORP INC COM 68216R107 1,069 50,000 SH   SOLE   50,000 0 0
ONCOTHYREON INC COM 682324108 1,568 891,000 SH   SOLE   891,000 0 0
ONEOK INC NEW COM 682680103 5,595 89,976 SH   SOLE   89,976 0 0
OPKO HEALTH INC COM 68375N103 1,620 192,000 SH   SOLE   192,000 0 0
ORACLE CORP COM 68389X105 31,159 814,400 SH   SOLE   814,400 0 0
ORITANI FINL CORP DEL COM 68633D103 1,621 101,000 SH   SOLE   101,000 0 0
OWENS ILL INC COM NEW 690768403 1,667 46,600 SH   SOLE   46,600 0 0
PDC ENERGY INC COM 69327R101 4,524 85,000 SH   SOLE   85,000 0 0
PG&E CORP COM 69331C108 2,215 55,000 SH   SOLE   55,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 28,402 366,100 SH   SOLE   366,100 0 0
POSCO SPONSORED ADR 693483109 5,438 69,717 SH   SOLE   69,717 0 0
PPG INDS INC COM 693506107 3,793 20,000 SH   SOLE   20,000 0 0
PPL CORP COM 69351T106 5,567 185,000 SH   SOLE   185,000 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 1,238 16,200 SH   SOLE   16,200 0 0
PVH CORP COM 693656100 1,224 9,000 SH   SOLE   9,000 0 0
PACCAR INC COM 693718108 4,331 73,200 SH   SOLE   73,200 0 0
PACWEST BANCORP DEL COM 695263103 7,156 169,500 SH   SOLE   169,500 0 0
PALL CORP COM 696429307 1,280 15,000 SH   SOLE   15,000 0 0
PAPA JOHNS INTL INC COM 698813102 2,179 48,000 SH   SOLE   48,000 0 0
PAREXEL INTL CORP COM 699462107 2,530 56,000 SH   SOLE   56,000 0 0
PARKER HANNIFIN CORP COM 701094104 10,163 79,000 SH   SOLE   79,000 0 0
PARKWAY PPTYS INC COM 70159Q104 328 17,000 SH   SOLE   17,000 0 0
PATTERSON COMPANIES INC COM 703395103 577 14,000 SH   SOLE   14,000 0 0
PAYCHEX INC COM 704326107 2,094 46,000 SH   SOLE   46,000 0 0
PEABODY ENERGY CORP COM 704549104 664 34,000 SH   SOLE   34,000 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 711 47,000 SH   SOLE   47,000 0 0
PEPCO HOLDINGS INC COM 713291102 631 33,000 SH   SOLE   33,000 0 0
PEPSICO INC COM 713448108 44,099 531,700 SH   SOLE   531,700 0 0
PERFECT WORLD CO LTD SPON ADR REP B 71372U104 500 28,100 SH   SOLE   28,100 0 0
PERKINELMER INC COM 714046109 701 17,000 SH   SOLE   17,000 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 16,474 1,121,477 PRN   SOLE   1,121,477 0 0
PETSMART INC COM 716768106 946 13,000 SH   SOLE   13,000 0 0
PFIZER INC COM 717081103 91,081 2,973,583 SH   SOLE   2,973,583 0 0
PHILIP MORRIS INTL INC COM 718172109 41,404 475,200 SH   SOLE   475,200 0 0
PHILLIPS 66 COM 718546104 6,787 88,000 SH   SOLE   88,000 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 1,181 71,500 SH   SOLE   71,500 0 0
PIKE ELEC CORP COM 721283109 1,586 150,000 SH   SOLE   150,000 0 0
PINNACLE WEST CAP CORP COM 723484101 4,350 82,200 SH   SOLE   82,200 0 0
PIONEER NAT RES CO COM 723787107 9,388 51,000 SH   SOLE   51,000 0 0
PITNEY BOWES INC COM 724479100 1,347 57,800 SH   SOLE   57,800 0 0
PLANTRONICS INC NEW COM 727493108 1,858 40,000 SH   SOLE   40,000 0 0
PLEXUS CORP COM 729132100 2,641 61,000 SH   SOLE   61,000 0 0
PLUM CREEK TIMBER CO INC COM 729251108 1,674 36,000 SH   SOLE   36,000 0 0
POLARIS INDS INC COM 731068102 10,137 69,600 SH   SOLE   69,600 0 0
PORTFOLIO RECOVERY ASSOCS IN COM 73640Q105 2,425 45,900 SH   SOLE   45,900 0 0
POST PPTYS INC COM 737464107 2,732 60,400 SH   SOLE   60,400 0 0
POWELL INDS INC COM 739128106 1,534 22,900 SH   SOLE   22,900 0 0
PRAXAIR INC COM 74005P104 5,201 40,000 SH   SOLE   40,000 0 0
PRECISION CASTPARTS CORP COM 740189105 20,063 74,500 SH   SOLE   74,500 0 0
PRICE T ROWE GROUP INC COM 74144T108 2,848 34,000 SH   SOLE   34,000 0 0
PRICELINE COM INC COM NEW 741503403 32,780 28,200 SH   SOLE   28,200 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 2,564 52,000 SH   SOLE   52,000 0 0
PROASSURANCE CORP COM 74267C106 2,812 58,000 SH   SOLE   58,000 0 0
PROCERA NETWORKS INC COM NEW 74269U203 2,839 189,000 SH   SOLE   189,000 0 0
PROCTER & GAMBLE CO COM 742718109 73,961 908,500 SH   SOLE   908,500 0 0
PROGRESSIVE CORP OHIO COM 743315103 2,100 77,000 SH   SOLE   77,000 0 0
PROLOGIS INC COM 74340W103 18,972 513,453 SH   SOLE   513,453 0 0
PROTECTIVE LIFE CORP COM 743674103 2,280 45,000 SH   SOLE   45,000 0 0
PRUDENTIAL FINL INC COM 744320102 17,319 187,800 SH   SOLE   187,800 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 2,147 67,000 SH   SOLE   67,000 0 0
PUBLIC STORAGE COM 74460D109 16,632 110,500 SH   SOLE   110,500 0 0
PULTE GROUP INC COM 745867101 1,039 51,000 SH   SOLE   51,000 0 0
QEP RES INC COM 74733V100 644 21,000 SH   SOLE   21,000 0 0
QUALCOMM INC COM 747525103 49,391 665,200 SH   SOLE   665,200 0 0
QUANTA SVCS INC COM 74762E102 1,707 54,100 SH   SOLE   54,100 0 0
QUEST DIAGNOSTICS INC COM 74834L100 1,017 19,000 SH   SOLE   19,000 0 0
QUESTCOR PHARMACEUTICALS INC COM 74835Y101 1,634 30,000 SH   SOLE   30,000 0 0
QUIKSILVER INC COM 74838C106 3,034 346,000 SH   SOLE   346,000 0 0
RLI CORP COM 749607107 1,655 17,000 SH   SOLE   17,000 0 0
RLJ LODGING TR COM 74965L101 1,277 52,500 SH   SOLE   52,500 0 0
RACKSPACE HOSTING INC COM 750086100 3,835 98,000 SH   SOLE   98,000 0 0
RALPH LAUREN CORP CL A 751212101 7,681 43,500 SH   SOLE   43,500 0 0
RANGE RES CORP COM 75281A109 14,687 174,200 SH   SOLE   174,200 0 0
RAYTHEON CO COM NEW 755111507 30,657 338,000 SH   SOLE   338,000 0 0
REALTY INCOME CORP COM 756109104 10,284 275,502 SH   SOLE   275,502 0 0
RED HAT INC COM 756577102 1,401 25,000 SH   SOLE   25,000 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 3,603 49,000 SH   SOLE   49,000 0 0
REGAL BELOIT CORP COM 758750103 3,612 49,000 SH   SOLE   49,000 0 0
REGENCY CTRS CORP COM 758849103 2,963 63,985 SH   SOLE   63,985 0 0
REGENERON PHARMACEUTICALS COM 75886F107 3,330 12,100 SH   SOLE   12,100 0 0
REGIONS FINL CORP NEW COM 7591EP100 2,118 214,200 SH   SOLE   214,200 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 1,509 19,500 SH   SOLE   19,500 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 3,413 45,000 SH   SOLE   45,000 0 0
REPUBLIC SVCS INC COM 760759100 6,740 203,000 SH   SOLE   203,000 0 0
RETAIL PPTYS AMER INC CL A 76131V202 621 48,800 SH   SOLE   48,800 0 0
REYNOLDS AMERICAN INC COM 761713106 2,150 43,000 SH   SOLE   43,000 0 0
RIVERBED TECHNOLOGY INC COM 768573107 1,229 68,000 SH   SOLE   68,000 0 0
ROBERT HALF INTL INC COM 770323103 6,941 165,300 SH   SOLE   165,300 0 0
ROCK-TENN CO CL A 772739207 5,040 48,000 SH   SOLE   48,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 7,657 64,800 SH   SOLE   64,800 0 0
ROCKWELL COLLINS INC COM 774341101 1,567 21,200 SH   SOLE   21,200 0 0
ROPER INDS INC NEW COM 776696106 11,926 86,000 SH   SOLE   86,000 0 0
ROSS STORES INC COM 778296103 2,248 30,000 SH   SOLE   30,000 0 0
ROUNDYS INC COM 779268101 4,329 439,000 SH   SOLE   439,000 0 0
ROVI CORP COM 779376102 3,564 181,000 SH   SOLE   181,000 0 0
RUTHS HOSPITALITY GROUP INC COM 783332109 1,094 77,000 SH   SOLE   77,000 0 0
RYANAIR HLDGS PLC SPONSORED ADR 783513104 3,372 71,850 SH   SOLE   71,850 0 0
RYDER SYS INC COM 783549108 664 9,000 SH   SOLE   9,000 0 0
SBA COMMUNICATIONS CORP COM 78388J106 5,211 58,000 SH   SOLE   58,000 0 0
SL GREEN RLTY CORP COM 78440X101 5,633 60,974 SH   SOLE   60,974 0 0
SLM CORP COM 78442P106 29,108 1,107,600 SH   SOLE   1,107,600 0 0
SM ENERGY CO COM 78454L100 7,979 96,000 SH   SOLE   96,000 0 0
STR HLDGS INC COM 78478V100 1,021 650,000 SH   SOLE   650,000 0 0
SVB FINL GROUP COM 78486Q101 1,992 19,000 SH   SOLE   19,000 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 497 19,000 SH   SOLE   19,000 0 0
SAFEWAY INC COM NEW 786514208 1,075 33,000 SH   SOLE   33,000 0 0
ST JUDE MED INC COM 790849103 3,581 57,800 SH   SOLE   57,800 0 0
SALESFORCE COM INC COM 79466L302 9,951 180,300 SH   SOLE   180,300 0 0
SANDISK CORP COM 80004C101 9,777 138,600 SH   SOLE   138,600 0 0
SANOFI SPONSORED ADR 80105N105 8,699 162,200 SH   SOLE   162,200 0 0
SAUL CTRS INC COM 804395101 3,293 69,000 SH   SOLE   69,000 0 0
SCANA CORP NEW COM 80589M102 798 17,000 SH   SOLE   17,000 0 0
SCHLUMBERGER LTD COM 806857108 43,820 486,300 SH   SOLE   486,300 0 0
SCHWAB CHARLES CORP NEW COM 808513105 6,487 249,500 SH   SOLE   249,500 0 0
SCHWEITZER-MAUDUIT INTL INC COM 808541106 2,368 46,000 SH   SOLE   46,000 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 1,383 16,000 SH   SOLE   16,000 0 0
SEACOR HOLDINGS INC COM 811904101 1,322 14,500 SH   SOLE   14,500 0 0
SEALED AIR CORP NEW COM 81211K100 817 24,000 SH   SOLE   24,000 0 0
SEMILEDS CORP COM 816645105 53 56,258 SH   SOLE   56,258 0 0
SEMPRA ENERGY COM 816851109 2,783 31,000 SH   SOLE   31,000 0 0
SENIOR HSG PPTYS TR SH BEN INT 81721M109 5,302 238,500 SH   SOLE   238,500 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 2,814 58,000 SH   SOLE   58,000 0 0
SHERWIN WILLIAMS CO COM 824348106 1,835 10,000 SH   SOLE   10,000 0 0
SHUTTERFLY INC COM 82568P304 2,088 41,000 SH   SOLE   41,000 0 0
SIGMA ALDRICH CORP COM 826552101 1,410 15,000 SH   SOLE   15,000 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 4,501 41,900 SH   SOLE   41,900 0 0
SILICON LABORATORIES INC COM 826919102 5,024 116,000 SH   SOLE   116,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 45,625 299,846 SH   SOLE   299,846 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 5,717 160,000 SH   SOLE   160,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 4,170 146,000 SH   SOLE   146,000 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 8,458 117,900 SH   SOLE   117,900 0 0
SMITH A O COM 831865209 3,506 65,000 SH   SOLE   65,000 0 0
SMUCKER J M CO COM NEW 832696405 1,451 14,000 SH   SOLE   14,000 0 0
SNAP ON INC COM 833034101 986 9,000 SH   SOLE   9,000 0 0
SOLARWINDS INC COM 83416B109 5,296 140,000 SH   SOLE   140,000 0 0
SONIC CORP COM 835451105 1,757 87,000 SH   SOLE   87,000 0 0
SOUTHERN CO COM 842587107 7,318 178,000 SH   SOLE   178,000 0 0
SOUTHWEST AIRLS CO COM 844741108 2,903 154,100 SH   SOLE   154,100 0 0
SOUTHWEST GAS CORP COM 844895102 2,214 39,600 SH   SOLE   39,600 0 0
SOUTHWESTERN ENERGY CO COM 845467109 2,045 52,000 SH   SOLE   52,000 0 0
SOVRAN SELF STORAGE INC COM 84610H108 3,870 59,390 SH   SOLE   59,390 0 0
SPARTAN STORES INC COM 846822104 2,598 107,000 SH   SOLE   107,000 0 0
SPECTRA ENERGY CORP COM 847560109 4,075 114,400 SH   SOLE   114,400 0 0
SPIRIT AIRLS INC COM 848577102 4,768 105,000 SH   SOLE   105,000 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 1,769 180,000 SH   SOLE   180,000 0 0
STAG INDL INC COM 85254J102 918 45,000 SH   SOLE   45,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 23,650 293,100 SH   SOLE   293,100 0 0
STAPLES INC COM 855030102 1,446 91,000 SH   SOLE   91,000 0 0
STARBUCKS CORP COM 855244109 19,010 242,500 SH   SOLE   242,500 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 4,711 59,300 SH   SOLE   59,300 0 0
STATE STR CORP COM 857477103 17,056 232,400 SH   SOLE   232,400 0 0
STEEL DYNAMICS INC COM 858119100 3,451 176,600 SH   SOLE   176,600 0 0
STEIN MART INC COM 858375108 753 56,000 SH   SOLE   56,000 0 0
STEPAN CO COM 858586100 1,693 25,800 SH   SOLE   25,800 0 0
STERICYCLE INC COM 858912108 1,278 11,000 SH   SOLE   11,000 0 0
STIFEL FINL CORP COM 860630102 973 20,300 SH   SOLE   20,300 0 0
STILLWATER MNG CO COM 86074Q102 1,283 104,000 SH   SOLE   104,000 0 0
STONE ENERGY CORP COM 861642106 1,522 44,000 SH   SOLE   44,000 0 0
STRATEGIC HOTELS & RESORTS I COM 86272T106 709 75,000 SH   SOLE   75,000 0 0
STRYKER CORP COM 863667101 2,780 37,000 SH   SOLE   37,000 0 0
SUN CMNTYS INC COM 866674104 714 16,750 SH   SOLE   16,750 0 0
SUN HYDRAULICS CORP COM 866942105 1,086 26,600 SH   SOLE   26,600 0 0
SUNEDISON INC COM 86732Y109 7,595 582,000 SH   SOLE   582,000 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 3,528 263,280 SH   SOLE   263,280 0 0
SUNTRUST BKS INC COM 867914103 2,650 72,000 SH   SOLE   72,000 0 0
SUSQUEHANNA BANCSHARES INC P COM 869099101 1,669 130,000 SH   SOLE   130,000 0 0
SWIFT ENERGY CO COM 870738101 2,943 218,000 SH   SOLE   218,000 0 0
SWIFT TRANSN CO CL A 87074U101 977 44,000 SH   SOLE   44,000 0 0
SYKES ENTERPRISES INC COM 871237103 1,396 64,000 SH   SOLE   64,000 0 0
SYMANTEC CORP COM 871503108 3,102 131,570 SH   SOLE   131,570 0 0
SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 1,585 51,000 SH   SOLE   51,000 0 0
SYNAPTICS INC COM 87157D109 2,850 55,000 SH   SOLE   55,000 0 0
SYNOVUS FINL CORP COM 87161C105 2,691 747,500 SH   SOLE   747,500 0 0
SYNNEX CORP COM 87162W100 2,224 33,000 SH   SOLE   33,000 0 0
SYSCO CORP COM 871829107 13,740 380,600 SH   SOLE   380,600 0 0
TCF FINL CORP COM 872275102 2,966 182,500 SH   SOLE   182,500 0 0
TECO ENERGY INC COM 872375100 586 34,000 SH   SOLE   34,000 0 0
TJX COS INC NEW COM 872540109 21,037 330,100 SH   SOLE   330,100 0 0
TW TELECOM INC COM 87311L104 3,870 127,000 SH   SOLE   127,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 26,600 1,525,242 SH   SOLE   1,525,242 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,320 76,000 SH   SOLE   76,000 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 5,538 172,970 SH   SOLE   172,970 0 0
TARGET CORP COM 87612E106 16,982 268,400 SH   SOLE   268,400 0 0
TATA MTRS LTD SPONSORED ADR 876568502 2,064 67,000 SH   SOLE   67,000 0 0
TAUBMAN CTRS INC COM 876664103 5,945 93,000 SH   SOLE   93,000 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 5,466 120,000 SH   SOLE   120,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 3,858 42,000 SH   SOLE   42,000 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 3,246 168,900 SH   SOLE   168,900 0 0
TELETECH HOLDINGS INC COM 879939106 1,652 69,000 SH   SOLE   69,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 6,961 129,000 SH   SOLE   129,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 558 13,250 SH   SOLE   13,250 0 0
TENNECO INC COM 880349105 1,245 22,000 SH   SOLE   22,000 0 0
TERADATA CORP DEL COM 88076W103 6,824 150,000 SH   SOLE   150,000 0 0
TEREX CORP NEW COM 880779103 8,104 193,000 SH   SOLE   193,000 0 0
TESORO CORP COM 881609101 1,053 18,000 SH   SOLE   18,000 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 29,901 746,026 SH   SOLE   746,026 0 0
TETRA TECH INC NEW COM 88162G103 2,392 85,500 SH   SOLE   85,500 0 0
TESSERA TECHNOLOGIES INC COM 88164L100 2,168 110,000 SH   SOLE   110,000 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 1,555 25,000 SH   SOLE   25,000 0 0
TEXAS INSTRS INC COM 882508104 36,617 833,900 SH   SOLE   833,900 0 0
TEXTRON INC COM 883203101 1,761 47,900 SH   SOLE   47,900 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,679 51,000 SH   SOLE   51,000 0 0
THERMON GROUP HLDGS INC COM 88362T103 1,394 51,000 SH   SOLE   51,000 0 0
THOR INDS INC COM 885160101 2,209 40,000 SH   SOLE   40,000 0 0
3M CO COM 88579Y101 14,726 105,000 SH   SOLE   105,000 0 0
TIBCO SOFTWARE INC COM 88632Q103 7,621 339,000 SH   SOLE   339,000 0 0
TIFFANY & CO NEW COM 886547108 9,324 100,500 SH   SOLE   100,500 0 0
TIME WARNER INC COM NEW 887317303 8,645 124,000 SH   SOLE   124,000 0 0
TIME WARNER CABLE INC COM 88732J207 9,756 72,000 SH   SOLE   72,000 0 0
TIMKEN CO COM 887389104 4,295 78,000 SH   SOLE   78,000 0 0
TIVO INC COM 888706108 1,640 125,000 SH   SOLE   125,000 0 0
TORCHMARK CORP COM 891027104 1,016 13,000 SH   SOLE   13,000 0 0
TORO CO COM 891092108 3,752 59,000 SH   SOLE   59,000 0 0
TOWERS WATSON & CO CL A 891894107 6,763 53,000 SH   SOLE   53,000 0 0
TOTAL SYS SVCS INC COM 891906109 8,017 240,900 SH   SOLE   240,900 0 0
TRACTOR SUPPLY CO COM 892356106 7,293 94,000 SH   SOLE   94,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 9,842 108,700 SH   SOLE   108,700 0 0
TRIMBLE NAVIGATION LTD COM 896239100 2,845 82,000 SH   SOLE   82,000 0 0
TRIPADVISOR INC COM 896945201 1,242 15,000 SH   SOLE   15,000 0 0
TRUEBLUE INC COM 89785X101 1,031 40,000 SH   SOLE   40,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 7,657 81,000 SH   SOLE   81,000 0 0
TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 900111204 4,673 350,060 SH   SOLE   350,060 0 0
TUTOR PERINI CORP COM 901109108 3,551 135,000 SH   SOLE   135,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 23,243 660,700 SH   SOLE   660,700 0 0
TYSON FOODS INC CL A 902494103 1,372 41,000 SH   SOLE   41,000 0 0
UDR INC COM 902653104 3,740 160,153 SH   SOLE   160,153 0 0
US BANCORP DEL COM NEW 902973304 10,221 253,000 SH   SOLE   253,000 0 0
USANA HEALTH SCIENCES INC COM 90328M107 2,419 32,000 SH   SOLE   32,000 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 1,053 105,000 SH   SOLE   105,000 0 0
ULTRATECH INC COM 904034105 2,900 100,000 SH   SOLE   100,000 0 0
UNDER ARMOUR INC CL A 904311107 2,619 30,000 SH   SOLE   30,000 0 0
UNION PAC CORP COM 907818108 38,791 230,900 SH   SOLE   230,900 0 0
UNITED PARCEL SERVICE INC CL B 911312106 24,988 237,800 SH   SOLE   237,800 0 0
UNITED STATES STL CORP NEW COM 912909108 561 19,000 SH   SOLE   19,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 15,181 133,400 SH   SOLE   133,400 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 4,071 36,000 SH   SOLE   36,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 31,724 421,300 SH   SOLE   421,300 0 0
UNIVERSAL FST PRODS INC COM 913543104 2,242 43,000 SH   SOLE   43,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 6,745 83,000 SH   SOLE   83,000 0 0
UNUM GROUP COM 91529Y106 1,298 37,000 SH   SOLE   37,000 0 0
URBAN OUTFITTERS INC COM 917047102 1,759 47,400 SH   SOLE   47,400 0 0
V F CORP COM 918204108 3,491 56,000 SH   SOLE   56,000 0 0
VOXX INTL CORP CL A 91829F104 1,670 100,000 SH   SOLE   100,000 0 0
VALE S A ADR 91912E105 15,473 1,014,600 SH   SOLE   1,014,600 0 0
VALE S A ADR REPSTG PFD 91912E204 2,639 188,340 PRN   SOLE   188,340 0 0
VALERO ENERGY CORP NEW COM 91913Y100 3,578 71,000 SH   SOLE   71,000 0 0
VARIAN MED SYS INC COM 92220P105 1,088 14,000 SH   SOLE   14,000 0 0
VEECO INSTRS INC DEL COM 922417100 2,567 78,000 SH   SOLE   78,000 0 0
VENTAS INC COM 92276F100 15,485 270,334 SH   SOLE   270,334 0 0
VERIFONE SYS INC COM 92342Y109 8,180 305,000 SH   SOLE   305,000 0 0
VERISIGN INC COM 92343E102 1,255 21,000 SH   SOLE   21,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 55,857 1,136,700 SH   SOLE   1,136,700 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,107 14,900 SH   SOLE   14,900 0 0
VIACOM INC NEW CL B 92553P201 5,240 60,000 SH   SOLE   60,000 0 0
VIEWPOINT FINL GROUP INC MD COM 92672A101 1,071 39,000 SH   SOLE   39,000 0 0
VIMPELCOM LTD SPONSORED ADR 92719A106 1,761 136,100 SH   SOLE   136,100 0 0
VISA INC COM CL A 92826C839 40,708 182,810 SH   SOLE   182,810 0 0
VIRTUS INVT PARTNERS INC COM 92828Q109 2,121 10,600 SH   SOLE   10,600 0 0
VMWARE INC CL A COM 928563402 7,733 86,200 SH   SOLE   86,200 0 0
VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 12,406 315,600 SH   SOLE   315,600 0 0
VOLCANO CORPORATION COM 928645100 1,901 87,000 SH   SOLE   87,000 0 0
VORNADO RLTY TR SH BEN INT 929042109 9,522 107,247 SH   SOLE   107,247 0 0
VULCAN MATLS CO COM 929160109 10,482 176,400 SH   SOLE   176,400 0 0
WD-40 CO COM 929236107 1,344 18,000 SH   SOLE   18,000 0 0
WUXI PHARMATECH CAYMAN INC SPONS ADR SHS 929352102 4,659 121,400 SH   SOLE   121,400 0 0
W P CAREY INC COM 92936U109 1,595 26,000 SH   SOLE   26,000 0 0
WABTEC CORP COM 929740108 6,313 85,000 SH   SOLE   85,000 0 0
WAL-MART STORES INC COM 931142103 46,773 594,400 SH   SOLE   594,400 0 0
WALGREEN CO COM 931422109 14,768 257,100 SH   SOLE   257,100 0 0
WASHINGTON FED INC COM 938824109 1,185 50,900 SH   SOLE   50,900 0 0
WASTE CONNECTIONS INC COM 941053100 3,992 91,500 SH   SOLE   91,500 0 0
WASTE MGMT INC DEL COM 94106L109 4,074 90,800 SH   SOLE   90,800 0 0
WATERS CORP COM 941848103 10,600 106,000 SH   SOLE   106,000 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 2,784 45,000 SH   SOLE   45,000 0 0
WEBSTER FINL CORP CONN COM 947890109 2,145 68,800 SH   SOLE   68,800 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 6,915 210,000 SH   SOLE   210,000 0 0
WEINGARTEN RLTY INVS SH BEN INT 948741103 1,919 70,000 SH   SOLE   70,000 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 2,324 33,000 SH   SOLE   33,000 0 0
WELLPOINT INC COM 94973V107 20,067 217,200 SH   SOLE   217,200 0 0
WELLS FARGO & CO NEW COM 949746101 87,454 1,926,300 SH   SOLE   1,926,300 0 0
WENDYS CO COM 95058W100 3,104 356,000 SH   SOLE   356,000 0 0
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WESTERN UN CO COM 959802109 2,356 136,600 SH   SOLE   136,600 0 0
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WEX INC COM 96208T104 3,169 32,000 SH   SOLE   32,000 0 0
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WHIRLPOOL CORP COM 963320106 2,823 18,000 SH   SOLE   18,000 0 0
WHITING PETE CORP NEW COM 966387102 8,538 138,000 SH   SOLE   138,000 0 0
WHOLE FOODS MKT INC COM 966837106 2,949 51,000 SH   SOLE   51,000 0 0
WILEY JOHN & SONS INC CL A 968223206 2,098 38,000 SH   SOLE   38,000 0 0
WILLIAMS COS INC DEL COM 969457100 3,587 93,000 SH   SOLE   93,000 0 0
WILLIAMS SONOMA INC COM 969904101 4,021 69,000 SH   SOLE   69,000 0 0
WILSHIRE BANCORP INC COM 97186T108 2,109 193,000 SH   SOLE   193,000 0 0
WINDSTREAM HLDGS INC COM 97382A101 646 81,000 SH   SOLE   81,000 0 0
WISCONSIN ENERGY CORP COM 976657106 1,323 32,000 SH   SOLE   32,000 0 0
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WOODWARD INC COM 980745103 3,010 66,000 SH   SOLE   66,000 0 0
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WYNDHAM WORLDWIDE CORP COM 98310W108 1,400 19,000 SH   SOLE   19,000 0 0
WYNN RESORTS LTD COM 983134107 2,331 12,000 SH   SOLE   12,000 0 0
XCEL ENERGY INC COM 98389B100 4,442 159,000 SH   SOLE   159,000 0 0
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XYLEM INC COM 98419M100 865 25,000 SH   SOLE   25,000 0 0
YADKIN FINL CORP COM 984305102 852 50,000 SH   SOLE   50,000 0 0
YAHOO INC COM 984332106 22,355 552,800 SH   SOLE   552,800 0 0
YUM BRANDS INC COM 988498101 5,943 78,600 SH   SOLE   78,600 0 0
ZIMMER HLDGS INC COM 98956P102 3,262 35,000 SH   SOLE   35,000 0 0
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AON PLC SHS CL A G0408V102 6,787 80,900 SH   SOLE   80,900 0 0
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CREDICORP LTD COM G2519Y108 13,220 99,600 SH   SOLE   99,600 0 0
COVIDIEN PLC SHS G2554F113 14,955 219,600 SH   SOLE   219,600 0 0
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EATON CORP PLC SHS G29183103 4,595 60,369 SH   SOLE   60,369 0 0
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HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 2,442 129,000 SH   SOLE   129,000 0 0
INGERSOLL-RAND PLC SHS G47791101 9,610 156,000 SH   SOLE   156,000 0 0
INVESCO LTD SHS G491BT108 12,893 354,200 SH   SOLE   354,200 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 2,038 39,000 SH   SOLE   39,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 9,580 118,000 SH   SOLE   118,000 0 0
NABORS INDUSTRIES LTD SHS G6359F103 629 37,000 SH   SOLE   37,000 0 0
NOBLE CORP PLC SHS USD G65431101 7,936 211,800 SH   SOLE   211,800 0 0
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SEAGATE TECHNOLOGY PLC SHS G7945M107 7,947 141,500 SH   SOLE   141,500 0 0
SIGNET JEWELERS LIMITED SHS G81276100 2,046 26,000 SH   SOLE   26,000 0 0
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ACE LTD SHS H0023R105 19,813 191,370 SH   SOLE   191,370 0 0
ALLIED WRLD ASSUR COM HLDG A SHS H01531104 2,786 24,700 SH   SOLE   24,700 0 0
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 3,222 208,000 SH   SOLE   208,000 0 0
GARMIN LTD SHS H2906T109 647 14,000 SH   SOLE   14,000 0 0
PENTAIR LTD SHS H6169Q108 10,222 131,605 SH   SOLE   131,605 0 0
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TYCO INTERNATIONAL LTD SHS H89128104 10,133 246,900 SH   SOLE   246,900 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 3,679 57,026 SH   SOLE   57,026 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 1,119 28,000 SH   SOLE   28,000 0 0
CORE LABORATORIES N V COM N22717107 2,482 13,000 SH   SOLE   13,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 5,154 64,200 SH   SOLE   64,200 0 0
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