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
ABBOTT LABORATORIES COM 00282410 95,097 2,481,000 SH   SOLE   2,481,000 0 0
ABBVIE INC COM 00287Y10 87,717 1,661,000 SH   SOLE   1,661,000 0 0
ACADIA REALTY TRUST COM SH BEN INT 00423910 4,631 186,496 SH   SOLE   186,496 0 0
ACCELERON PHARMA INC COM 00434H10 1,703 43,000 SH   SOLE   43,000 0 0
ACCELRYS INC COM 00430U10 668 70,000 SH   SOLE   70,000 0 0
ACCO BRANDS CORP COM 00081T10 1,425 212,000 SH   SOLE   212,000 0 0
ACE LTD SHS H0023R10 12,424 120,000 SH   SOLE   120,000 0 0
ACORDA THERAPEUTICS INC COM 00484M10 2,628 90,000 SH   SOLE   90,000 0 0
ACTAVIS PLC SHS G0083B10 31,080 185,000 SH   SOLE   185,000 0 0
ACTIVISION BLIZZARD INC COM 00507V10 32,094 1,800,000 SH   SOLE   1,800,000 0 0
ADT CORP/THE COM 00101J10 8,094 200,000 SH   SOLE   200,000 0 0
ADTRAN INC COM 00738A10 4,052 150,000 SH   SOLE   150,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y10 7,748 70,000 SH   SOLE   70,000 0 0
AES CORP COM 00130H10 14,510 1,000,000 SH   SOLE   1,000,000 0 0
AETNA INC COM 00817Y10 76,486 1,115,120 SH   SOLE   1,115,120 0 0
AFFILIATED MANAGERS GROUP COM 00825210 4,338 20,000 SH   SOLE   20,000 0 0
AFLAC INC COM 00105510 668 10,000 SH   SOLE   10,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U10 14,298 250,000 SH   SOLE   250,000 0 0
AGL RESOURCES INC COM 00120410 3,306 70,000 SH   SOLE   70,000 0 0
AGREE REALTY CORP COM 00849210 4,034 139,000 SH   SOLE   139,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T10 3,774 80,000 SH   SOLE   80,000 0 0
AKORN INC COM 00972810 1,232 50,000 SH   SOLE   50,000 0 0
ALASKA AIR GROUP INC COM 01165910 44,022 600,000 SH   SOLE   600,000 0 0
ALEXANDER + BALDWIN INC COM 01449110 7,094 170,000 SH   SOLE   170,000 0 0
ALKERMES PLC SHS G0176710 4,269 105,000 SH   SOLE   105,000 0 0
ALLEGHANY CORP COM 01717510 3,820 9,550 SH   SOLE   9,550 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R10 4,454 125,000 SH   SOLE   125,000 0 0
ALLEGION PLC ORD SHS G0176J10 1,473 33,333 SH   SOLE   33,333 0 0
ALLERGAN INC COM 01849010 101,861 917,000 SH   SOLE   917,000 0 0
ALLIANCE ONE INTERNATIONAL COM 01877210 1,830 600,000 SH   SOLE   600,000 0 0
ALLIANT ENERGY CORP COM 01880210 3,354 65,000 SH   SOLE   65,000 0 0
ALLSCRIPTS HEALTHCARE SOLUTI COM 01988P10 1,082 70,000 SH   SOLE   70,000 0 0
ALLSTATE CORP COM 02000210 25,691 471,054 SH   SOLE   471,054 0 0
ALTERA CORP COM 02144110 16,265 500,000 SH   SOLE   500,000 0 0
ALTRIA GROUP INC COM 02209S10 127,493 3,321,000 SH   SOLE   3,321,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U10 5,125 211,167 SH   SOLE   211,167 0 0
AMARIN CORPORATION PLC ADR SPONS ADR NEW 02311120 368 187,000 SH   SOLE   187,000 0 0
AMAZON.COM INC COM 02313510 151,540 380,000 SH   SOLE   380,000 0 0
AMC NETWORKS INC A CL A 00164V10 56,191 825,000 SH   SOLE   825,000 0 0
AMEREN CORPORATION COM 02360810 6,943 192,000 SH   SOLE   192,000 0 0
AMERESCO INC CL A CL A 02361E10 1,208 125,000 SH   SOLE   125,000 0 0
AMERICAN AIRLINES GROUP INC COM 02376R10 33,456 1,325,000 SH   SOLE   1,325,000 0 0
AMERICAN APPAREL INC COM 02385010 363 295,000 SH   SOLE   295,000 0 0
AMERICAN ASSETS TRUST INC COM 02401310 6,207 197,500 SH   SOLE   197,500 0 0
AMERICAN CAMPUS COMMUNITIES COM 02483510 7,844 243,516 SH   SOLE   243,516 0 0
AMERICAN CAPITAL MORTGAGE IN COM 02504A10 1,833 105,000 SH   SOLE   105,000 0 0
AMERICAN EAGLE OUTFITTERS COM 02553E10 1,152 80,000 SH   SOLE   80,000 0 0
AMERICAN ELECTRIC POWER COM 02553710 19,444 416,000 SH   SOLE   416,000 0 0
AMERICAN EXPRESS CO COM 02581610 77,846 858,000 SH   SOLE   858,000 0 0
AMERICAN INTERNATIONAL GROUP COM NEW 02687478 57,278 1,122,000 SH   SOLE   1,122,000 0 0
AMERICAN STATES WATER CO COM 02989910 1,293 45,000 SH   SOLE   45,000 0 0
AMERICAN TOWER CORP COM 03027X10 71,838 900,000 SH   SOLE   900,000 0 0
AMERICAN WATER WORKS CO INC COM 03042010 1,268 30,000 SH   SOLE   30,000 0 0
AMERIPRISE FINANCIAL INC COM 03076C10 129,202 1,123,000 SH   SOLE   1,123,000 0 0
AMERISOURCEBERGEN CORP COM 03073E10 12,656 180,000 SH   SOLE   180,000 0 0
AMGEN INC COM 03116210 61,801 541,355 SH   SOLE   541,355 0 0
ANADARKO PETROLEUM CORP COM 03251110 68,453 863,000 SH   SOLE   863,000 0 0
ANALOG DEVICES INC COM 03265410 45,837 900,000 SH   SOLE   900,000 0 0
ANGIODYNAMICS INC COM 03475V10 1,117 65,000 SH   SOLE   65,000 0 0
ANSYS INC COM 03662Q10 8,720 100,000 SH   SOLE   100,000 0 0
AOL INC COM 00184X10 4,662 100,000 SH   SOLE   100,000 0 0
AON PLC SHS CL A G0408V10 30,033 358,000 SH   SOLE   358,000 0 0
APACHE CORP COM 03741110 23,634 275,000 SH   SOLE   275,000 0 0
APARTMENT INVT + MGMT CO A CL A 03748R10 3,368 130,000 SH   SOLE   130,000 0 0
APOLLO EDUCATION GROUP INC CL A 03760410 32,784 1,200,000 SH   SOLE   1,200,000 0 0
APPLE INC COM 03783310 689,043 1,228,000 SH   SOLE   1,228,000 0 0
APPLIED MATERIALS INC COM 03822210 31,842 1,800,000 SH   SOLE   1,800,000 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W40 6,690 500,000 SH   SOLE   500,000 0 0
AQUA AMERICA INC COM 03836W10 3,588 152,082 SH   SOLE   152,082 0 0
ARBOR REALTY TRUST INC COM 03892310 1,332 200,000 SH   SOLE   200,000 0 0
ARCH CAPITAL GROUP LTD ORD G0450A10 20,208 338,556 SH   SOLE   338,556 0 0
ARCH COAL INC COM 03938010 2,403 540,000 SH   SOLE   540,000 0 0
ARCHER DANIELS MIDLAND CO COM 03948310 19,206 442,526 SH   SOLE   442,526 0 0
ARES COMMERCIAL REAL ESTATE COM 04013V10 1,898 144,875 SH   SOLE   144,875 0 0
ARMSTRONG WORLD INDUSTRIES COM 04247X10 7,201 125,000 SH   SOLE   125,000 0 0
ARQULE INC COM 04269E10 481 223,774 SH   SOLE   223,774 0 0
ARRAY BIOPHARMA INC COM 04269X10 1,328 265,000 SH   SOLE   265,000 0 0
ARRIS GROUP INC COM 04270V10 2,437 100,000 SH   SOLE   100,000 0 0
ASHFORD HOSPITALITY PRIME IN COM 04410210 491 27,000 SH   SOLE   27,000 0 0
ASHFORD HOSPITALITY TRUST COM SHS 04410310 1,118 135,000 SH   SOLE   135,000 0 0
ASHLAND INC COM 04420910 485 5,000 SH   SOLE   5,000 0 0
ASPEN TECHNOLOGY INC COM 04532710 5,434 130,000 SH   SOLE   130,000 0 0
AT+T INC COM 00206R10 38,500 1,095,000 SH   SOLE   1,095,000 0 0
ATLAS AIR WORLDWIDE HOLDINGS COM NEW 04916420 19,341 470,000 SH   SOLE   470,000 0 0
ATMEL CORP COM 04951310 36,801 4,700,000 SH   SOLE   4,700,000 0 0
ATMOS ENERGY CORP COM 04956010 2,271 50,000 SH   SOLE   50,000 0 0
AUTODESK INC COM 05276910 23,152 460,000 SH   SOLE   460,000 0 0
AUTOZONE INC COM 05333210 10,085 21,100 SH   SOLE   21,100 0 0
AVALONBAY COMMUNITIES INC COM 05348410 23,646 200,000 SH   SOLE   200,000 0 0
AVID TECHNOLOGY INC COM 05367P10 1,793 220,000 SH   SOLE   220,000 0 0
AVNET INC COM 05380710 14,115 320,000 SH   SOLE   320,000 0 0
AVON PRODUCTS INC COM 05430310 6,199 360,000 SH   SOLE   360,000 0 0
AVX CORP COM 00244410 3,483 250,000 SH   SOLE   250,000 0 0
AXIALL CORP COM 05463D10 7,116 150,000 SH   SOLE   150,000 0 0
B/E AEROSPACE INC COM 07330210 8,703 100,000 SH   SOLE   100,000 0 0
BABCOCK + WILCOX CO/THE COM 05615F10 102,570 3,000,000 SH   SOLE   3,000,000 0 0
BAKER HUGHES INC COM 05722410 50,571 915,147 SH   SOLE   915,147 0 0
BALL CORP COM 05849810 27,896 540,000 SH   SOLE   540,000 0 0
BALLANTYNE STRONG INC COM 05851610 2,917 630,000 SH   SOLE   630,000 0 0
BANK OF AMERICA CORP COM 06050510 172,282 11,065,000 SH   SOLE   11,065,000 0 0
BANK OF NEW YORK MELLON CORP COM 06405810 20,935 599,167 SH   SOLE   599,167 0 0
BASIC ENERGY SERVICES INC COM 06985P10 710 45,000 SH   SOLE   45,000 0 0
BAXTER INTERNATIONAL INC COM 07181310 69,620 1,001,000 SH   SOLE   1,001,000 0 0
BEAM INC COM 07373010 2,722 40,000 SH   SOLE   40,000 0 0
BEASLEY BROADCAST GRP INC A CL A 07401410 2,602 298,000 SH   SOLE   298,000 0 0
BEAZER HOMES USA INC COM NEW 07556Q88 24,420 1,000,000 SH   SOLE   1,000,000 0 0
BECTON DICKINSON AND CO COM 07588710 12,154 110,000 SH   SOLE   110,000 0 0
BED BATH + BEYOND INC COM 07589610 12,125 151,000 SH   SOLE   151,000 0 0
BEL FUSE INC CL B CL B 07734730 1,918 90,000 SH   SOLE   90,000 0 0
BENCHMARK ELECTRONICS INC COM 08160H10 1,154 50,000 SH   SOLE   50,000 0 0
BERKSHIRE HATHAWAY INC CL A CL A 08467010 16,901 95 SH   SOLE   95 0 0
BERKSHIRE HATHAWAY INC CL B CL B NEW 08467070 118,560 1,000,000 SH   SOLE   1,000,000 0 0
BILL BARRETT CORP COM 06846N10 1,071 40,000 SH   SOLE   40,000 0 0
BIOGEN IDEC INC COM 09062X10 39,166 140,000 SH   SOLE   140,000 0 0
BLACK HILLS CORP COM 09211310 2,363 45,000 SH   SOLE   45,000 0 0
BLACKROCK INC COM 09247X10 94,309 298,000 SH   SOLE   298,000 0 0
BLACKSTONE GROUP LP/THE COM UNIT LTD 09253U10 31,500 1,000,000 SH   SOLE   1,000,000 0 0
BLACKSTONE MORTGAGE TRU CL A COM CL A 09257W10 1,357 50,000 SH   SOLE   50,000 0 0
BOEING CO/THE COM 09702310 98,955 725,000 SH   SOLE   725,000 0 0
BOSTON BEER COMPANY INC A CL A 10055710 15,958 66,000 SH   SOLE   66,000 0 0
BOSTON PROPERTIES INC COM 10112110 8,331 83,000 SH   SOLE   83,000 0 0
BOSTON SCIENTIFIC CORP COM 10113710 12,020 1,000,000 SH   SOLE   1,000,000 0 0
BRANDYWINE REALTY TRUST SH BEN INT NEW 10536820 2,325 165,000 SH   SOLE   165,000 0 0
BRIGGS + STRATTON COM 10904310 3,264 150,000 SH   SOLE   150,000 0 0
BRIGHTCOVE COM 10921T10 6,080 430,000 SH   SOLE   430,000 0 0
BRINK S CO/THE COM 10969610 2,390 70,000 SH   SOLE   70,000 0 0
BRISTOL MYERS SQUIBB CO COM 11012210 112,250 2,111,938 SH   SOLE   2,111,938 0 0
BRIXMOR PROPERTY GROUP INC COM 11120U10 2,033 100,000 SH   SOLE   100,000 0 0
BROADCOM CORP CL A CL A 11132010 50,405 1,700,000 SH   SOLE   1,700,000 0 0
BROCADE COMMUNICATIONS SYS COM NEW 11162130 1,331 150,000 SH   SOLE   150,000 0 0
BSQUARE CORP COM NEW 11776U30 1,038 290,000 SH   SOLE   290,000 0 0
C+J ENERGY SERVICES INC COM 12467B30 1,848 80,000 SH   SOLE   80,000 0 0
CABLEVISION SYSTEMS NY GRP A CL A NY CABLVS 12686C10 5,379 300,000 SH   SOLE   300,000 0 0
CABOT OIL + GAS CORP COM 12709710 13,178 340,000 SH   SOLE   340,000 0 0
CADENCE DESIGN SYS INC COM 12738710 10,094 720,000 SH   SOLE   720,000 0 0
CALAVO GROWERS INC COM 12824610 20,274 670,000 SH   SOLE   670,000 0 0
CALGON CARBON CORP COM 12960310 13,165 640,000 SH   SOLE   640,000 0 0
CALIFORNIA WATER SERVICE GRP COM 13078810 1,038 45,000 SH   SOLE   45,000 0 0
CALPINE CORP COM NEW 13134730 780 40,000 SH   SOLE   40,000 0 0
CAMDEN PROPERTY TRUST SH BEN INT 13313110 2,503 44,000 SH   SOLE   44,000 0 0
CAMERON INTERNATIONAL CORP COM 13342B10 35,718 600,000 SH   SOLE   600,000 0 0
CAMPBELL SOUP CO COM 13442910 51,936 1,200,000 SH   SOLE   1,200,000 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H10 66,651 870,000 SH   SOLE   870,000 0 0
CAPITAL SENIOR LIVING CORP COM 14047510 1,679 70,000 SH   SOLE   70,000 0 0
CARDINAL HEALTH INC COM 14149Y10 24,720 370,000 SH   SOLE   370,000 0 0
CAREFUSION CORP COM 14170T10 7,367 185,000 SH   SOLE   185,000 0 0
CARMAX INC COM 14313010 4,467 95,000 SH   SOLE   95,000 0 0
CARMIKE CINEMAS INC COM 14343640 2,506 90,000 SH   SOLE   90,000 0 0
CARTER S INC COM 14622910 6,964 97,000 SH   SOLE   97,000 0 0
CASH AMERICA INTL INC COM 14754D10 3,830 100,000 SH   SOLE   100,000 0 0
CAVIUM INC COM 14964U10 8,628 250,000 SH   SOLE   250,000 0 0
CBRE GROUP INC A CL A 12504L10 9,337 355,000 SH   SOLE   355,000 0 0
CELGENE CORP COM 15102010 18,586 110,000 SH   SOLE   110,000 0 0
CELLDEX THERAPEUTICS INC COM 15117B10 9,926 410,000 SH   SOLE   410,000 0 0
CENTERPOINT ENERGY INC COM 15189T10 9,272 400,000 SH   SOLE   400,000 0 0
CERNER CORP COM 15678210 12,263 220,000 SH   SOLE   220,000 0 0
CHARLES RIVER LABORATORIES COM 15986410 2,652 50,000 SH   SOLE   50,000 0 0
CHART INDUSTRIES INC COM PAR $0.01 16115Q30 101,378 1,060,000 SH   SOLE   1,060,000 0 0
CHATHAM LODGING TRUST COM 16208T10 3,356 164,100 SH   SOLE   164,100 0 0
CHECKPOINT SYSTEMS INC COM 16282510 3,469 220,000 SH   SOLE   220,000 0 0
CHENIERE ENERGY INC COM NEW 16411R20 2,156 50,000 SH   SOLE   50,000 0 0
CHESAPEAKE ENERGY CORP COM 16516710 57,673 2,125,000 SH   SOLE   2,125,000 0 0
CHESAPEAKE LODGING TRUST SH BEN INT 16524010 12,250 484,400 SH   SOLE   484,400 0 0
CHEVRON CORP COM 16676410 257,939 2,065,000 SH   SOLE   2,065,000 0 0
CHICO S FAS INC COM 16861510 1,978 105,000 SH   SOLE   105,000 0 0
CHUBB CORP COM 17123210 54,499 564,000 SH   SOLE   564,000 0 0
CHURCH + DWIGHT CO INC COM 17134010 13,256 200,000 SH   SOLE   200,000 0 0
CIENA CORP COM NEW 17177930 8,376 350,000 SH   SOLE   350,000 0 0
CIGNA CORP COM 12550910 20,995 240,000 SH   SOLE   240,000 0 0
CIMAREX ENERGY CO COM 17179810 7,134 68,000 SH   SOLE   68,000 0 0
CINEDIGM CORP COM 17240610 6,060 3,000,000 SH   SOLE   3,000,000 0 0
CINEMARK HOLDINGS INC COM 17243V10 32,663 980,000 SH   SOLE   980,000 0 0
CIRRUS LOGIC INC COM 17275510 2,043 100,000 SH   SOLE   100,000 0 0
CISCO SYSTEMS INC COM 17275R10 166,130 7,400,000 SH   SOLE   7,400,000 0 0
CIT GROUP INC COM NEW 12558180 52,130 1,000,000 SH   SOLE   1,000,000 0 0
CITIGROUP INC COM NEW 17296742 218,028 4,184,000 SH   SOLE   4,184,000 0 0
CITRIX SYSTEMS INC COM 17737610 62,618 990,000 SH   SOLE   990,000 0 0
CITY NATIONAL CORP COM 17856610 5,704 72,000 SH   SOLE   72,000 0 0
CLEAN ENERGY FUELS CORP COM 18449910 33,488 2,600,000 SH   SOLE   2,600,000 0 0
CLEAN HARBORS INC COM 18449610 34,777 580,000 SH   SOLE   580,000 0 0
CLECO CORPORATION COM 12561W10 2,797 60,000 SH   SOLE   60,000 0 0
CLOROX COMPANY COM 18905410 8,348 90,000 SH   SOLE   90,000 0 0
CLOUD PEAK ENERGY INC COM 18911Q10 4,752 264,000 SH   SOLE   264,000 0 0
CME GROUP INC COM 12572Q10 5,885 75,000 SH   SOLE   75,000 0 0
CMS ENERGY CORP COM 12589610 7,496 280,000 SH   SOLE   280,000 0 0
COACH INC COM 18975410 5,978 106,500 SH   SOLE   106,500 0 0
COCA COLA CO/THE COM 19121610 131,159 3,175,000 SH   SOLE   3,175,000 0 0
COLE REAL ESTATE INVESTMENT COM 19329V10 1,404 100,000 SH   SOLE   100,000 0 0
COLGATE PALMOLIVE CO COM 19416210 97,815 1,500,000 SH   SOLE   1,500,000 0 0
COMCAST CORP SPECIAL CL A CL A SPL 20030N20 143,654 2,880,000 SH   SOLE   2,880,000 0 0
COMMUNITY HEALTH SYSTEMS INC COM 20366810 17,868 455,000 SH   SOLE   455,000 0 0
COMMVAULT SYSTEMS INC COM 20416610 23,962 320,000 SH   SOLE   320,000 0 0
COMPUWARE CORP COM 20563810 5,717 510,000 SH   SOLE   510,000 0 0
COMSTOCK RESOURCES INC COM NEW 20576820 3,567 195,000 SH   SOLE   195,000 0 0
CONAGRA FOODS INC COM 20588710 12,975 385,000 SH   SOLE   385,000 0 0
CONN S INC COM 20824210 5,830 74,000 SH   SOLE   74,000 0 0
CONNECTICUT WATER SVC INC COM 20779710 1,598 45,000 SH   SOLE   45,000 0 0
CONOCOPHILLIPS COM 20825C10 88,666 1,255,000 SH   SOLE   1,255,000 0 0
CONSOL ENERGY INC COM 20854P10 7,608 200,000 SH   SOLE   200,000 0 0
CONSOLIDATED EDISON INC COM 20911510 11,222 203,000 SH   SOLE   203,000 0 0
CONTAINER STORE GROUP INC/TH COM 21075110 1,864 40,000 SH   SOLE   40,000 0 0
COOPER TIRE + RUBBER COM 21683110 48,080 2,000,000 SH   SOLE   2,000,000 0 0
CORNING INC COM 21935010 12,474 700,000 SH   SOLE   700,000 0 0
COSTCO WHOLESALE CORP COM 22160K10 45,819 385,000 SH   SOLE   385,000 0 0
COTY INC CL A COM CL A 22207020 2,699 177,000 SH   SOLE   177,000 0 0
COVANCE INC COM 22281610 3,941 44,750 SH   SOLE   44,750 0 0
COVIDIEN PLC SHS G2554F11 21,452 315,000 SH   SOLE   315,000 0 0
CR BARD INC COM 06738310 5,358 40,000 SH   SOLE   40,000 0 0
CRAY INC COM NEW 22522330 5,492 200,000 SH   SOLE   200,000 0 0
CREE INC COM 22544710 47,553 760,000 SH   SOLE   760,000 0 0
CROWN CASTLE INTL CORP COM 22822710 4,127 56,200 SH   SOLE   56,200 0 0
CROWN HOLDINGS INC COM 22836810 9,583 215,000 SH   SOLE   215,000 0 0
CROWN MEDIA HOLDINGS CLASS A CL A 22841110 5,472 1,550,000 SH   SOLE   1,550,000 0 0
CSX CORP COM 12640810 1,439 50,000 SH   SOLE   50,000 0 0
CUBESMART COM 22966310 11,939 749,000 SH   SOLE   749,000 0 0
CUBIC CORP COM 22966910 44,234 840,000 SH   SOLE   840,000 0 0
CUI GLOBAL INC COM NEW 12657620 3,318 525,000 SH   SOLE   525,000 0 0
CUMMINS INC COM 23102110 42,291 300,000 SH   SOLE   300,000 0 0
CUMULUS MEDIA INC CL A CL A 23108210 2,722 352,100 SH   SOLE   352,100 0 0
CVS CAREMARK CORP COM 12665010 74,429 1,039,943 SH   SOLE   1,039,943 0 0
CYS INVESTMENTS INC COM 12673A10 1,704 230,000 SH   SOLE   230,000 0 0
CYTEC INDUSTRIES INC COM 23282010 20,961 225,000 SH   SOLE   225,000 0 0
DANA HOLDING CORP COM 23582520 23,544 1,200,000 SH   SOLE   1,200,000 0 0
DANAHER CORP COM 23585110 30,880 400,000 SH   SOLE   400,000 0 0
DARDEN RESTAURANTS INC COM 23719410 7,612 140,000 SH   SOLE   140,000 0 0
DDR CORP COM 23317H10 6,671 434,000 SH   SOLE   434,000 0 0
DECKERS OUTDOOR CORP COM 24353710 3,547 42,000 SH   SOLE   42,000 0 0
DEERE + CO COM 24419910 42,926 470,000 SH   SOLE   470,000 0 0
DELTA AIR LINES INC COM NEW 24736170 8,241 300,000 SH   SOLE   300,000 0 0
DENBURY RESOURCES INC COM NEW 24791620 6,408 390,000 SH   SOLE   390,000 0 0
DENDREON CORP COM 24823Q10 792 265,000 SH   SOLE   265,000 0 0
DENTSPLY INTERNATIONAL INC COM 24903010 13,574 280,000 SH   SOLE   280,000 0 0
DEVON ENERGY CORPORATION COM 25179M10 57,848 935,000 SH   SOLE   935,000 0 0
DIAMOND OFFSHORE DRILLING COM 25271C10 4,497 79,000 SH   SOLE   79,000 0 0
DICK S SPORTING GOODS INC COM 25339310 3,283 56,500 SH   SOLE   56,500 0 0
DIGI INTERNATIONAL INC COM 25379810 3,636 300,000 SH   SOLE   300,000 0 0
DIGITAL REALTY TRUST INC COM 25386810 2,161 44,000 SH   SOLE   44,000 0 0
DIGITAL RIVER INC COM 25388B10 555 30,000 SH   SOLE   30,000 0 0
DIRECTV COM 25490A30 34,545 500,000 SH   SOLE   500,000 0 0
DISCOVER FINANCIAL SERVICES COM 25470910 20,953 374,500 SH   SOLE   374,500 0 0
DISCOVERY COMMUNICATIONS C COM SER C 25470F30 10,063 120,000 SH   SOLE   120,000 0 0
DISH NETWORK CORP A CL A 25470M10 67,188 1,160,000 SH   SOLE   1,160,000 0 0
DOLLAR GENERAL CORP COM 25667710 9,169 152,000 SH   SOLE   152,000 0 0
DOLLAR TREE INC COM 25674610 38,704 686,000 SH   SOLE   686,000 0 0
DOMINION RESOURCES INC/VA COM 25746U10 20,701 320,000 SH   SOLE   320,000 0 0
DOUGLAS EMMETT INC COM 25960P10 4,262 183,000 SH   SOLE   183,000 0 0
DOVER MOTORSPORTS INC COM 26017410 753 300,000 SH   SOLE   300,000 0 0
DOW CHEMICAL CO/THE COM 26054310 48,840 1,100,000 SH   SOLE   1,100,000 0 0
DREW INDUSTRIES INC COM NEW 26168L20 26,112 510,000 SH   SOLE   510,000 0 0
DSW INC CLASS A CL A 23334L10 1,496 35,000 SH   SOLE   35,000 0 0
DTE ENERGY COMPANY COM 23333110 8,963 135,000 SH   SOLE   135,000 0 0
DU PONT (E.I.) DE NEMOURS COM 26353410 51,976 800,000 SH   SOLE   800,000 0 0
DUKE ENERGY CORP COM NEW 26441C20 31,055 450,000 SH   SOLE   450,000 0 0
DUPONT FABROS TECHNOLOGY COM 26613Q10 4,571 185,000 SH   SOLE   185,000 0 0
E TRADE FINANCIAL CORP COM NEW 26924640 27,496 1,400,000 SH   SOLE   1,400,000 0 0
E2OPEN INC COM 29788A10 3,587 150,000 SH   SOLE   150,000 0 0
EAST WEST BANCORP INC COM 27579R10 5,246 150,000 SH   SOLE   150,000 0 0
EASTMAN CHEMICAL CO COM 27743210 16,140 200,000 SH   SOLE   200,000 0 0
EATON VANCE CORP COM NON VTG 27826510 3,209 75,000 SH   SOLE   75,000 0 0
EBAY INC COM 27864210 63,673 1,160,000 SH   SOLE   1,160,000 0 0
ECHOSTAR CORP A CL A 27876810 39,279 790,000 SH   SOLE   790,000 0 0
EDISON INTERNATIONAL COM 28102010 12,038 260,000 SH   SOLE   260,000 0 0
EDUCATION REALTY TRUST INC COM 28140H10 1,764 200,000 SH   SOLE   200,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E10 5,208 79,200 SH   SOLE   79,200 0 0
ELECTRONIC ARTS INC COM 28551210 41,292 1,800,000 SH   SOLE   1,800,000 0 0
ELI LILLY + CO COM 53245710 147,262 2,887,496 SH   SOLE   2,887,496 0 0
ELIZABETH ARDEN INC COM 28660G10 1,773 50,000 SH   SOLE   50,000 0 0
EMAGIN CORPORATION COM NEW 29076N20 368 130,000 SH   SOLE   130,000 0 0
EMC CORP/MA COM 26864810 80,480 3,200,000 SH   SOLE   3,200,000 0 0
EMMIS COMMUNICATIONS CLASS A CL A 29152510 4,062 1,510,000 SH   SOLE   1,510,000 0 0
EMPIRE STATE REALTY TRUST A CL A 29210410 765 50,000 SH   SOLE   50,000 0 0
ENERGEN CORP COM 29265N10 4,245 60,000 SH   SOLE   60,000 0 0
ENERGIZER HOLDINGS INC COM 29266R10 57,259 529,000 SH   SOLE   529,000 0 0
ENSCO PLC CL A SHS CLASS A G3157S10 7,148 125,000 SH   SOLE   125,000 0 0
ENTERCOM COMMUNICATIONS CL A CL A 29363910 15,975 1,520,000 SH   SOLE   1,520,000 0 0
ENTERGY CORP COM 29364G10 21,195 335,000 SH   SOLE   335,000 0 0
ENTRAVISION COMMUNICATIONS A CL A 29382R10 12,789 2,100,000 SH   SOLE   2,100,000 0 0
ENTROPIC COMMUNICATIONS INC COM 29384R10 1,178 250,000 SH   SOLE   250,000 0 0
EOG RESOURCES INC COM 26875P10 30,883 184,000 SH   SOLE   184,000 0 0
EPR PROPERTIES COM SH BEN INT 26884U10 95,370 1,940,000 SH   SOLE   1,940,000 0 0
EQT CORP COM 26884L10 9,876 110,000 SH   SOLE   110,000 0 0
EQUITY LIFESTYLE PROPERTIES COM 29472R10 1,304 36,000 SH   SOLE   36,000 0 0
EQUITY ONE INC COM 29475210 3,047 135,802 SH   SOLE   135,802 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L10 5,446 105,000 SH   SOLE   105,000 0 0
ESSENT GROUP LTD COM G3198U10 1,805 75,000 SH   SOLE   75,000 0 0
ESSEX PROPERTY TRUST INC COM 29717810 5,891 41,050 SH   SOLE   41,050 0 0
ESTEE LAUDER COMPANIES CL A CL A 51843910 64,776 860,000 SH   SOLE   860,000 0 0
EVEREST RE GROUP LTD COM G3223R10 28,368 182,000 SH   SOLE   182,000 0 0
EXA CORP COM 30061450 4,774 360,000 SH   SOLE   360,000 0 0
EXELON CORP COM 30161N10 63,344 2,312,680 SH   SOLE   2,312,680 0 0
EXPRESS INC COM 30219E10 934 50,000 SH   SOLE   50,000 0 0
EXPRESS SCRIPTS HOLDING CO COM 30219G10 59,002 840,000 SH   SOLE   840,000 0 0
EXTRA SPACE STORAGE INC COM 30225T10 421 10,000 SH   SOLE   10,000 0 0
EXXON MOBIL CORP COM 30231G10 512,072 5,060,000 SH   SOLE   5,060,000 0 0
FACEBOOK INC A CL A 30303M10 76,524 1,400,000 SH   SOLE   1,400,000 0 0
FAIRCHILD SEMICONDUCTOR INTE COM 30372610 2,003 150,000 SH   SOLE   150,000 0 0
FAMILY DOLLAR STORES COM 30700010 2,794 43,000 SH   SOLE   43,000 0 0
FARO TECHNOLOGIES INC COM 31164210 4,373 75,000 SH   SOLE   75,000 0 0
FEDERAL SIGNAL CORP COM 31385510 4,395 300,000 SH   SOLE   300,000 0 0
FEDEX CORP COM 31428X10 58,227 405,000 SH   SOLE   405,000 0 0
FELCOR LODGING TRUST INC COM 31430F10 163 20,000 SH   SOLE   20,000 0 0
FIFTH + PACIFIC COS INC COM 31664510 11,128 347,000 SH   SOLE   347,000 0 0
FINANCIAL ENGINES INC COM 31748510 6,259 90,087 SH   SOLE   90,087 0 0
FINISAR CORPORATION COM NEW 31787A50 5,980 250,000 SH   SOLE   250,000 0 0
FIRST INDUSTRIAL REALTY TR COM 32054K10 1,483 85,000 SH   SOLE   85,000 0 0
FIRSTENERGY CORP COM 33793210 18,139 550,000 SH   SOLE   550,000 0 0
FIVE BELOW COM 33829M10 17,064 395,000 SH   SOLE   395,000 0 0
FLIR SYSTEMS INC COM 30244510 4,515 150,000 SH   SOLE   150,000 0 0
FLOWERS FOODS INC COM 34349810 6,522 303,750 SH   SOLE   303,750 0 0
FLUOR CORP COM 34341210 41,751 520,000 SH   SOLE   520,000 0 0
FMC CORP COM NEW 30249130 15,092 200,000 SH   SOLE   200,000 0 0
FMC TECHNOLOGIES INC COM 30249U10 10,433 199,832 SH   SOLE   199,832 0 0
FOOT LOCKER INC COM 34484910 14,421 348,000 SH   SOLE   348,000 0 0
FORD MOTOR CO COM PAR $0.01 34537086 41,661 2,700,000 SH   SOLE   2,700,000 0 0
FOREST CITY ENTERPRISES CL A CL A 34555010 3,572 187,000 SH   SOLE   187,000 0 0
FOREST LABORATORIES INC COM 34583810 46,187 769,400 SH   SOLE   769,400 0 0
FOREST OIL CORP COM PAR $0.01 34609170 2,545 705,000 SH   SOLE   705,000 0 0
FORMFACTOR INC COM 34637510 3,913 650,000 SH   SOLE   650,000 0 0
FOSSIL GROUP INC COM 34988V10 3,598 30,000 SH   SOLE   30,000 0 0
FOX FACTORY HOLDING CORP COM 35138V10 476 27,000 SH   SOLE   27,000 0 0
FRANCESCAS HOLDINGS CORP COM 35179310 1,014 55,100 SH   SOLE   55,100 0 0
FREEPORT MCMORAN COPPER W/I COM 35671D85 94,350 2,500,000 SH   SOLE   2,500,000 0 0
FTD COS INC COM 30281V10 1,303 40,000 SH   SOLE   40,000 0 0
G III APPAREL GROUP LTD COM 36237H10 14,610 198,000 SH   SOLE   198,000 0 0
GAMESTOP CORP CLASS A CL A 36467W10 5,222 106,000 SH   SOLE   106,000 0 0
GAMING AND LEISURE PROPERTIE COM 36467J10 1,016 20,000 SH   SOLE   20,000 0 0
GAP INC/THE COM 36476010 7,034 180,000 SH   SOLE   180,000 0 0
GARTNER INC COM 36665110 7,105 100,000 SH   SOLE   100,000 0 0
GENERAL DYNAMICS CORP COM 36955010 52,075 545,000 SH   SOLE   545,000 0 0
GENERAL ELECTRIC CO COM 36960410 213,028 7,600,000 SH   SOLE   7,600,000 0 0
GENERAL GROWTH PROPERTIES COM 37002310 5,034 250,825 SH   SOLE   250,825 0 0
GENERAL MILLS INC COM 37033410 25,540 511,720 SH   SOLE   511,720 0 0
GENERAL MOTORS CO COM 37045V10 8,174 200,000 SH   SOLE   200,000 0 0
GENESCO INC COM 37153210 365 5,000 SH   SOLE   5,000 0 0
GENESEE + WYOMING INC CL A CL A 37155910 26,894 280,000 SH   SOLE   280,000 0 0
GENUINE PARTS CO COM 37246010 30,781 370,000 SH   SOLE   370,000 0 0
GERON CORP COM 37416310 1,043 220,000 SH   SOLE   220,000 0 0
GIGAMON INC COM 37518B10 281 10,000 SH   SOLE   10,000 0 0
GILEAD SCIENCES INC COM 37555810 177,355 2,360,000 SH   SOLE   2,360,000 0 0
GNC HOLDINGS INC CL A COM CL A 36191G10 6,473 110,750 SH   SOLE   110,750 0 0
GOLDMAN SACHS GROUP INC COM 38141G10 127,893 721,500 SH   SOLE   721,500 0 0
GOODYEAR TIRE + RUBBER CO COM 38255010 9,540 400,000 SH   SOLE   400,000 0 0
GOOGLE INC CL A CL A 38259P50 369,835 330,000 SH   SOLE   330,000 0 0
GREAT PLAINS ENERGY INC COM 39116410 2,424 100,000 SH   SOLE   100,000 0 0
GREATBATCH INC COM 39153L10 5,751 130,000 SH   SOLE   130,000 0 0
GREIF INC CL B CL B 39762420 3,644 62,000 SH   SOLE   62,000 0 0
GROUP 1 AUTOMOTIVE INC COM 39890510 8,522 120,000 SH   SOLE   120,000 0 0
HAIN CELESTIAL GROUP INC COM 40521710 29,957 330,000 SH   SOLE   330,000 0 0
HALLIBURTON CO COM 40621610 12,535 247,004 SH   SOLE   247,004 0 0
HALOZYME THERAPEUTICS INC COM 40637H10 2,698 180,000 SH   SOLE   180,000 0 0
HANESBRANDS INC COM 41034510 8,432 120,000 SH   SOLE   120,000 0 0
HARMONIC INC COM 41316010 1,292 175,000 SH   SOLE   175,000 0 0
HARRIS CORP COM 41387510 5,585 80,000 SH   SOLE   80,000 0 0
HARSCO CORP COM 41586410 10,651 380,000 SH   SOLE   380,000 0 0
HARTFORD FINANCIAL SVCS GRP COM 41651510 6,232 172,000 SH   SOLE   172,000 0 0
HASBRO INC COM 41805610 12,102 220,000 SH   SOLE   220,000 0 0
HAWAIIAN ELECTRIC INDS COM 41987010 2,606 100,000 SH   SOLE   100,000 0 0
HCA HOLDINGS INC COM 40412C10 40,076 840,000 SH   SOLE   840,000 0 0
HEALTH CARE REIT INC COM 42217K10 6,402 119,500 SH   SOLE   119,500 0 0
HEALTH MGMT ASSOCIATES INC A CL A 42193310 3,537 270,000 SH   SOLE   270,000 0 0
HEALTH NET INC COM 42222G10 3,115 105,000 SH   SOLE   105,000 0 0
HEALTHCARE SERVICES GROUP COM 42190610 1,419 50,000 SH   SOLE   50,000 0 0
HEARTWARE INTERNATIONAL INC COM 42236810 1,409 15,000 SH   SOLE   15,000 0 0
HECLA MINING CO COM 42270410 5,390 1,750,000 SH   SOLE   1,750,000 0 0
HEICO CORP CLASS A CL A 42280620 10,283 244,140 SH   SOLE   244,140 0 0
HEIDRICK + STRUGGLES INTL COM 42281910 1,954 97,000 SH   SOLE   97,000 0 0
HELIX ENERGY SOLUTIONS GROUP COM 42330P10 2,318 100,000 SH   SOLE   100,000 0 0
HELMERICH + PAYNE COM 42345210 7,954 94,600 SH   SOLE   94,600 0 0
HENRY SCHEIN INC COM 80640710 11,997 105,000 SH   SOLE   105,000 0 0
HERSHA HOSPITALITY TRUST SH BEN INT A 42782510 6,628 1,190,000 SH   SOLE   1,190,000 0 0
HESS CORP COM 42809H10 16,600 200,000 SH   SOLE   200,000 0 0
HEWLETT PACKARD CO COM 42823610 20,985 750,000 SH   SOLE   750,000 0 0
HEXCEL CORP COM 42829110 6,704 150,000 SH   SOLE   150,000 0 0
HIBBETT SPORTS INC COM 42856710 2,386 35,500 SH   SOLE   35,500 0 0
HILLSHIRE BRANDS CO COM 43258910 36,784 1,100,000 SH   SOLE   1,100,000 0 0
HOLLYFRONTIER CORP COM 43610610 54,411 1,095,000 SH   SOLE   1,095,000 0 0
HOLOGIC INC COM 43644010 3,603 161,200 SH   SOLE   161,200 0 0
HOME DEPOT INC COM 43707610 192,573 2,338,750 SH   SOLE   2,338,750 0 0
HONEYWELL INTERNATIONAL INC COM 43851610 70,812 775,000 SH   SOLE   775,000 0 0
HOSPIRA INC COM 44106010 6,237 151,100 SH   SOLE   151,100 0 0
HOWARD HUGHES CORP/THE COM 44267D10 6,510 54,204 SH   SOLE   54,204 0 0
HUDSON PACIFIC PROPERTIES IN COM 44409710 3,827 175,000 SH   SOLE   175,000 0 0
HUNTINGTON INGALLS INDUSTRIE COM 44641310 17,102 190,000 SH   SOLE   190,000 0 0
HUNTSMAN CORP COM 44701110 29,520 1,200,000 SH   SOLE   1,200,000 0 0
IDACORP INC COM 45110710 2,074 40,000 SH   SOLE   40,000 0 0
INCYTE CORP COM 45337C10 7,848 155,000 SH   SOLE   155,000 0 0
INDEPENDENCE REALTY TRUST IN COM 45378A10 1,543 185,000 SH   SOLE   185,000 0 0
INFORMATICA CORP COM 45666Q10 16,600 400,000 SH   SOLE   400,000 0 0
INGERSOLL RAND PLC SHS G4779110 6,160 100,000 SH   SOLE   100,000 0 0
INGREDION INC COM 45718710 27,384 400,000 SH   SOLE   400,000 0 0
INTEGRATED DEVICE TECH INC COM 45811810 5,095 500,000 SH   SOLE   500,000 0 0
INTEGRATED SILICON SOLUTION COM 45812P10 361 29,870 SH   SOLE   29,870 0 0
INTEGRYS ENERGY GROUP INC COM 45822P10 1,496 27,500 SH   SOLE   27,500 0 0
INTEL CORP COM 45814010 83,072 3,200,000 SH   SOLE   3,200,000 0 0
INTERDIGITAL INC COM 45867G10 1,475 50,000 SH   SOLE   50,000 0 0
INTERMUNE INC COM 45884X10 2,799 190,000 SH   SOLE   190,000 0 0
INTERNAP NETWORK SERVICES COM PAR $.001 45885A30 3,008 400,000 SH   SOLE   400,000 0 0
INTL BUSINESS MACHINES CORP COM 45920010 211,955 1,130,000 SH   SOLE   1,130,000 0 0
INTL GAME TECHNOLOGY COM 45990210 2,270 125,000 SH   SOLE   125,000 0 0
INVENSENSE INC COM 46123D20 3,117 150,000 SH   SOLE   150,000 0 0
ION GEOPHYSICAL CORP COM 46204410 908 275,000 SH   SOLE   275,000 0 0
IPG PHOTONICS CORP COM 44980X10 11,642 150,000 SH   SOLE   150,000 0 0
IROBOT CORP COM 46272610 695 20,000 SH   SOLE   20,000 0 0
IRON MOUNTAIN INC COM 46284610 2,522 83,108 SH   SOLE   83,108 0 0
ISIS PHARMACEUTICALS INC COM 46433010 2,390 60,000 SH   SOLE   60,000 0 0
IXIA COM 45071R10 6,655 500,000 SH   SOLE   500,000 0 0
J + J SNACK FOODS CORP COM 46603210 32,778 370,000 SH   SOLE   370,000 0 0
J.C. PENNEY CO INC COM 70816010 18,300 2,000,000 SH   SOLE   2,000,000 0 0
JARDEN CORP COM 47110910 24,387 397,500 SH   SOLE   397,500 0 0
JDS UNIPHASE CORP COM PAR $0.001 46612J50 3,894 300,000 SH   SOLE   300,000 0 0
JM SMUCKER CO/THE COM NEW 83269640 6,948 67,056 SH   SOLE   67,056 0 0
JOHNSON + JOHNSON COM 47816010 285,303 3,115,000 SH   SOLE   3,115,000 0 0
JOHNSON CONTROLS INC COM 47836610 15,390 300,000 SH   SOLE   300,000 0 0
JONES GROUP INC/THE COM 48020T10 5,685 380,000 SH   SOLE   380,000 0 0
JPMORGAN CHASE + CO COM 46625H10 296,494 5,070,000 SH   SOLE   5,070,000 0 0
JUNIPER NETWORKS INC COM 48203R10 65,453 2,900,000 SH   SOLE   2,900,000 0 0
KANSAS CITY SOUTHERN COM NEW 48517030 112,686 910,000 SH   SOLE   910,000 0 0
KBR INC COM 48242W10 25,512 800,000 SH   SOLE   800,000 0 0
KELLOGG CO COM 48783610 13,741 225,000 SH   SOLE   225,000 0 0
KFORCE INC COM 49373210 5,831 285,000 SH   SOLE   285,000 0 0
KID BRANDS INC COM 49375T10 459 450,000 SH   SOLE   450,000 0 0
KILROY REALTY CORP COM 49427F10 2,961 59,000 SH   SOLE   59,000 0 0
KIMBERLY CLARK CORP COM 49436810 80,957 775,000 SH   SOLE   775,000 0 0
KIMCO REALTY CORP COM 49446R10 7,564 383,000 SH   SOLE   383,000 0 0
KINDER MORGAN INC COM 49456B10 50,648 1,406,887 SH   SOLE   1,406,887 0 0
KINDER MORGAN INC *W EXP 05/25/201 49456B11 1,587 390,848 SH   SOLE   390,848 0 0
KIRBY CORP COM 49726610 1,985 20,000 SH   SOLE   20,000 0 0
KLA TENCOR CORPORATION COM 48248010 6,446 100,000 SH   SOLE   100,000 0 0
KOPPERS HOLDINGS INC COM 50060P10 24,248 530,000 SH   SOLE   530,000 0 0
KORN/FERRY INTERNATIONAL COM NEW 50064320 1,713 65,600 SH   SOLE   65,600 0 0
KRAFT FOODS GROUP INC COM 50076Q10 27,736 514,387 SH   SOLE   514,387 0 0
KROGER CO COM 50104410 21,781 551,000 SH   SOLE   551,000 0 0
L 3 COMMUNICATIONS HOLDINGS COM 50242410 55,567 520,000 SH   SOLE   520,000 0 0
L BRANDS INC COM 50179710 4,948 80,000 SH   SOLE   80,000 0 0
LA Z BOY INC COM 50533610 4,185 135,000 SH   SOLE   135,000 0 0
LABORATORY CRP OF AMER HLDGS COM NEW 50540R40 14,619 160,000 SH   SOLE   160,000 0 0
LAM RESEARCH CORP COM 51280710 16,335 300,000 SH   SOLE   300,000 0 0
LAS VEGAS SANDS CORP COM 51783410 44,483 564,000 SH   SOLE   564,000 0 0
LASALLE HOTEL PROPERTIES COM SH BEN INT 51794210 1,481 48,002 SH   SOLE   48,002 0 0
LEAPFROG ENTERPRISES INC CL A 52186N10 635 80,000 SH   SOLE   80,000 0 0
LEGG MASON INC COM 52490110 60,002 1,380,000 SH   SOLE   1,380,000 0 0
LEIDOS HOLDINGS INC COM 52532710 2,092 45,000 SH   SOLE   45,000 0 0
LENNAR CORP B SHS CL B 52605730 1,686 50,000 SH   SOLE   50,000 0 0
LENNAR CORP A CL A 52605710 5,618 142,000 SH   SOLE   142,000 0 0
LGI HOMES INC COM 50187T10 2,669 150,000 SH   SOLE   150,000 0 0
LIBERTY MEDIA CORP A CL A 53122910 64,438 440,000 SH   SOLE   440,000 0 0
LIFEPOINT HOSPITALS INC COM 53219L10 12,215 231,164 SH   SOLE   231,164 0 0
LIGAND PHARMACEUTICALS CL B COM NEW 53220K50 1,701 32,331 SH   SOLE   32,331 0 0
LIMELIGHT NETWORKS INC COM 53261M10 554 280,000 SH   SOLE   280,000 0 0
LIMONEIRA CO COM 53274610 4,919 185,000 SH   SOLE   185,000 0 0
LINCOLN NATIONAL CORP COM 53418710 77,688 1,505,000 SH   SOLE   1,505,000 0 0
LINKEDIN CORP A COM CL A 53578A10 26,020 120,000 SH   SOLE   120,000 0 0
LINN CO LLC COMSHS LTD INT 53578210 25,880 840,000 SH   SOLE   840,000 0 0
LIONS GATE ENTERTAINMENT COR COM NEW 53591920 43,058 1,360,000 SH   SOLE   1,360,000 0 0
LIPOSCIENCE INC COM 53630M10 191 45,000 SH   SOLE   45,000 0 0
LIVEPERSON INC COM 53814610 6,817 460,000 SH   SOLE   460,000 0 0
LMI AEROSPACE INC COM 50207910 8,402 570,000 SH   SOLE   570,000 0 0
LOCKHEED MARTIN CORP COM 53983010 29,732 200,000 SH   SOLE   200,000 0 0
LOJACK CORPORATION COM 53945110 1,661 460,000 SH   SOLE   460,000 0 0
LORILLARD INC COM 54414710 20,272 400,000 SH   SOLE   400,000 0 0
LOUISIANA PACIFIC CORP COM 54634710 20,361 1,100,000 SH   SOLE   1,100,000 0 0
LOWE S COS INC COM 54866110 59,460 1,200,000 SH   SOLE   1,200,000 0 0
LULULEMON ATHLETICA INC COM 55002110 2,538 43,000 SH   SOLE   43,000 0 0
LYONDELLBASELL INDU CL A SHS - A - N5374510 52,182 650,000 SH   SOLE   650,000 0 0
MACQUARIE INFRASTRUCTURE CO MEMBERSHIP INT 55608B10 1,388 25,500 SH   SOLE   25,500 0 0
MACY S INC COM 55616P10 17,622 330,000 SH   SOLE   330,000 0 0
MANPOWERGROUP INC COM 56418H10 4,293 50,000 SH   SOLE   50,000 0 0
MARATHON OIL CORP COM 56584910 14,531 411,644 SH   SOLE   411,644 0 0
MARATHON PETROLEUM CORP COM 56585A10 43,113 470,000 SH   SOLE   470,000 0 0
MARCUS + MILLICHAP INC COM 56632410 1,118 75,000 SH   SOLE   75,000 0 0
MARIN SOFTWARE INC COM 56804T10 410 40,000 SH   SOLE   40,000 0 0
MARRIOTT INTERNATIONAL CL A CL A 57190320 9,463 191,705 SH   SOLE   191,705 0 0
MARSH + MCLENNAN COS COM 57174810 16,491 341,000 SH   SOLE   341,000 0 0
MARTIN MARIETTA MATERIALS COM 57328410 20,987 210,000 SH   SOLE   210,000 0 0
MASTEC INC COM 57632310 48,916 1,495,000 SH   SOLE   1,495,000 0 0
MASTERCARD INC CLASS A CL A 57636Q10 62,660 75,000 SH   SOLE   75,000 0 0
MATTEL INC COM 57708110 30,927 650,000 SH   SOLE   650,000 0 0
MATTRESS FIRM HOLDING CORP COM 57722W10 861 20,000 SH   SOLE   20,000 0 0
MCCORMICK + CO NON VTG SHRS COM NON VTG 57978020 16,885 245,000 SH   SOLE   245,000 0 0
MCDERMOTT INTL INC COM 58003710 43,510 4,750,000 SH   SOLE   4,750,000 0 0
MCDONALD S CORP COM 58013510 68,689 707,913 SH   SOLE   707,913 0 0
MCKESSON CORP COM 58155Q10 28,245 175,000 SH   SOLE   175,000 0 0
MDU RESOURCES GROUP INC COM 55269010 3,055 100,000 SH   SOLE   100,000 0 0
MEAD JOHNSON NUTRITION CO COM 58283910 12,482 149,026 SH   SOLE   149,026 0 0
MEADWESTVACO CORP COM 58333410 6,463 175,000 SH   SOLE   175,000 0 0
MEDTRONIC INC COM 58505510 42,469 740,000 SH   SOLE   740,000 0 0
MENTOR GRAPHICS CORP COM 58720010 6,258 260,000 SH   SOLE   260,000 0 0
MERCANTILE BANK CORP COM 58737610 1,022 47,339 SH   SOLE   47,339 0 0
MERCK + CO. INC. COM 58933Y10 282,532 5,645,000 SH   SOLE   5,645,000 0 0
MERIDIAN BIOSCIENCE INC COM 58958410 1,327 50,000 SH   SOLE   50,000 0 0
METLIFE INC COM 59156R10 112,531 2,087,000 SH   SOLE   2,087,000 0 0
MICROCHIP TECHNOLOGY INC COM 59501710 11,188 250,000 SH   SOLE   250,000 0 0
MICRON TECHNOLOGY INC COM 59511210 26,112 1,200,000 SH   SOLE   1,200,000 0 0
MICROSEMI CORP COM 59513710 4,990 200,000 SH   SOLE   200,000 0 0
MICROSOFT CORP COM 59491810 404,244 10,800,000 SH   SOLE   10,800,000 0 0
MICROSTRATEGY INC CL A CL A NEW 59497240 3,106 25,000 SH   SOLE   25,000 0 0
MID AMERICA APARTMENT COMM COM 59522J10 3,064 50,450 SH   SOLE   50,450 0 0
MIDDLESEX WATER CO COM 59668010 3,565 170,268 SH   SOLE   170,268 0 0
MILLENNIAL MEDIA INC COM 60040N10 1,454 200,000 SH   SOLE   200,000 0 0
MINE SAFETY APPLIANCES CO COM 60272010 8,706 170,000 SH   SOLE   170,000 0 0
MOHAWK INDUSTRIES INC COM 60819010 5,063 34,000 SH   SOLE   34,000 0 0
MOLSON COORS BREWING CO B CL B 60871R20 11,230 200,000 SH   SOLE   200,000 0 0
MOLYCORP INC COM 60875310 562 100,000 SH   SOLE   100,000 0 0
MONDELEZ INTERNATIONAL INC A CL A 60920710 52,003 1,473,163 SH   SOLE   1,473,163 0 0
MONEYGRAM INTERNATIONAL INC COM NEW 60935Y20 1,039 50,000 SH   SOLE   50,000 0 0
MONSANTO CO COM 61166W10 83,917 720,000 SH   SOLE   720,000 0 0
MONSTER BEVERAGE CORP COM 61174010 41,340 610,000 SH   SOLE   610,000 0 0
MORGAN STANLEY COM NEW 61744644 61,152 1,950,000 SH   SOLE   1,950,000 0 0
MOSAIC CO/THE COM 61945C10 64,996 1,375,000 SH   SOLE   1,375,000 0 0
MOVADO GROUP INC COM 62458010 770 17,500 SH   SOLE   17,500 0 0
MOVE INC COM NEW 62458M20 8,635 540,000 SH   SOLE   540,000 0 0
MSC INDUSTRIAL DIRECT CO A CL A 55353010 13,344 165,000 SH   SOLE   165,000 0 0
MSCI INC COM 55354G10 2,186 50,000 SH   SOLE   50,000 0 0
MURPHY OIL CORP COM 62671710 6,488 100,000 SH   SOLE   100,000 0 0
MURPHY USA INC COM 62675510 1,891 45,500 SH   SOLE   45,500 0 0
MWI VETERINARY SUPPLY INC COM 55402X10 1,706 10,000 SH   SOLE   10,000 0 0
MYLAN INC COM 62853010 13,161 303,255 SH   SOLE   303,255 0 0
NABORS INDUSTRIES LTD SHS G6359F10 7,051 415,000 SH   SOLE   415,000 0 0
NATIONAL CINEMEDIA INC COM 63530910 15,369 770,000 SH   SOLE   770,000 0 0
NATIONAL FUEL GAS CO COM 63618010 7,319 102,500 SH   SOLE   102,500 0 0
NATIONAL OILWELL VARCO INC COM 63707110 20,678 260,000 SH   SOLE   260,000 0 0
NAVISTAR INTERNATIONAL CORP COM 63934E10 38,190 1,000,000 SH   SOLE   1,000,000 0 0
NEKTAR THERAPEUTICS COM 64026810 1,192 105,000 SH   SOLE   105,000 0 0
NEW JERSEY RESOURCES CORP COM 64602510 2,081 45,000 SH   SOLE   45,000 0 0
NEW YORK COMMUNITY BANCORP COM 64944510 3,982 236,331 SH   SOLE   236,331 0 0
NEWELL RUBBERMAID INC COM 65122910 25,928 800,000 SH   SOLE   800,000 0 0
NEWFIELD EXPLORATION CO COM 65129010 5,911 240,000 SH   SOLE   240,000 0 0
NEWMONT MINING CORP COM 65163910 11,791 512,000 SH   SOLE   512,000 0 0
NEWPARK RESOURCES INC COM PAR $.01NEW 65171850 14,011 1,140,000 SH   SOLE   1,140,000 0 0
NEWS CORP CLASS A CL A 65249B10 4,055 225,000 SH   SOLE   225,000 0 0
NEXTERA ENERGY INC COM 65339F10 65,927 770,000 SH   SOLE   770,000 0 0
NIC INC COM 62914B10 11,440 460,000 SH   SOLE   460,000 0 0
NIKE INC CL B CL B 65410610 35,152 447,000 SH   SOLE   447,000 0 0
NIMBLE STORAGE INC COM 65440R10 227 5,000 SH   SOLE   5,000 0 0
NISOURCE INC COM 65473P10 8,746 266,000 SH   SOLE   266,000 0 0
NOBLE CORP PLC SHS USD G6543110 3,747 100,000 SH   SOLE   100,000 0 0
NOBLE ENERGY INC COM 65504410 13,826 203,000 SH   SOLE   203,000 0 0
NORDSTROM INC COM 65566410 10,506 170,000 SH   SOLE   170,000 0 0
NORFOLK SOUTHERN CORP COM 65584410 42,702 460,000 SH   SOLE   460,000 0 0
NORTHEAST UTILITIES COM 66439710 10,682 252,000 SH   SOLE   252,000 0 0
NORTHERN TRUST CORP COM 66585910 9,902 160,000 SH   SOLE   160,000 0 0
NORTHSTAR REALTY FINANCE COR COM 66704R10 3,539 263,128 SH   SOLE   263,128 0 0
NOVATEL WIRELESS INC COM NEW 66987M60 36 15,000 SH   SOLE   15,000 0 0
NRG ENERGY INC COM NEW 62937750 10,052 350,000 SH   SOLE   350,000 0 0
NTN BUZZTIME INC COM NEW 62941030 315 500,000 SH   SOLE   500,000 0 0
NVE CORP COM NEW 62944520 1,166 20,000 SH   SOLE   20,000 0 0
NVIDIA CORP COM 67066G10 10,413 650,000 SH   SOLE   650,000 0 0
NVR INC COM 62944T10 34,884 34,000 SH   SOLE   34,000 0 0
NXSTAGE MEDICAL INC COM 67072V10 767 76,700 SH   SOLE   76,700 0 0
OCCIDENTAL PETROLEUM CORP COM 67459910 43,271 455,000 SH   SOLE   455,000 0 0
OCEANEERING INTL INC COM 67523210 8,361 106,000 SH   SOLE   106,000 0 0
OCLARO INC COM NEW 67555N20 498 200,000 SH   SOLE   200,000 0 0
OFFICE DEPOT INC COM 67622010 640 121,050 SH   SOLE   121,050 0 0
OGE ENERGY CORP COM 67083710 1,695 50,000 SH   SOLE   50,000 0 0
OLD DOMINION FREIGHT LINE COM 67958010 2,651 50,000 SH   SOLE   50,000 0 0
OMNICARE INC COM 68190410 4,527 75,000 SH   SOLE   75,000 0 0
OMNICOM GROUP COM 68191910 7,437 100,000 SH   SOLE   100,000 0 0
ON SEMICONDUCTOR CORPORATION COM 68218910 1,648 200,000 SH   SOLE   200,000 0 0
ONEOK INC COM 68268010 54,284 873,000 SH   SOLE   873,000 0 0
OPHTHOTECH CORP COM 68374510 566 17,500 SH   SOLE   17,500 0 0
ORACLE CORP COM 68389X10 38,260 1,000,000 SH   SOLE   1,000,000 0 0
ORMAT TECHNOLOGIES INC COM 68668810 3,809 140,000 SH   SOLE   140,000 0 0
OSI SYSTEMS INC COM 67104410 5,311 100,000 SH   SOLE   100,000 0 0
OXFORD INDUSTRIES INC COM 69149730 3,388 42,000 SH   SOLE   42,000 0 0
P G + E CORP COM 69331C10 16,636 413,000 SH   SOLE   413,000 0 0
PACER INTERNATIONAL INC COM 69373H10 1,239 150,000 SH   SOLE   150,000 0 0
PALO ALTO NETWORKS INC COM 69743510 4,598 80,000 SH   SOLE   80,000 0 0
PARKE BANCORP INC COM 70088510 935 103,856 SH   SOLE   103,856 0 0
PATTERSON UTI ENERGY INC COM 70348110 3,064 121,000 SH   SOLE   121,000 0 0
PCM INC COM 69323K10 1,900 185,000 SH   SOLE   185,000 0 0
PDL BIOPHARMA INC COM 69329Y10 2,068 245,000 SH   SOLE   245,000 0 0
PEABODY ENERGY CORP COM 70454910 8,593 440,000 SH   SOLE   440,000 0 0
PEBBLEBROOK HOTEL TRUST COM 70509V10 14,086 457,934 SH   SOLE   457,934 0 0
PENN NATIONAL GAMING INC COM 70756910 287 20,000 SH   SOLE   20,000 0 0
PENN VIRGINIA CORP COM 70788210 3,772 400,000 SH   SOLE   400,000 0 0
PENSKE AUTOMOTIVE GROUP INC COM 70959W10 7,640 162,000 SH   SOLE   162,000 0 0
PEPCO HOLDINGS INC COM 71329110 5,165 270,000 SH   SOLE   270,000 0 0
PEPSICO INC COM 71344810 177,458 2,139,600 SH   SOLE   2,139,600 0 0
PERKINELMER INC COM 71404610 4,123 100,000 SH   SOLE   100,000 0 0
PERRIGO CO PLC COM 71429010 61,384 400,000 SH   SOLE   400,000 0 0
PETSMART INC COM 71676810 34,193 470,000 SH   SOLE   470,000 0 0
PFIZER INC COM 71708110 278,036 9,077,236 SH   SOLE   9,077,236 0 0
PHARMACYCLICS INC COM 71693310 2,116 20,000 SH   SOLE   20,000 0 0
PHARMERICA CORP COM 71714F10 323 15,000 SH   SOLE   15,000 0 0
PHILIP MORRIS INTERNATIONAL COM 71817210 232,289 2,666,000 SH   SOLE   2,666,000 0 0
PHILLIPS 66 COM 71854610 32,395 420,000 SH   SOLE   420,000 0 0
PHOTRONICS INC COM 71940510 2,258 250,000 SH   SOLE   250,000 0 0
PIEDMONT NATURAL GAS CO COM 72018610 1,161 35,000 SH   SOLE   35,000 0 0
PIER 1 IMPORTS INC COM 72027910 10,098 437,500 SH   SOLE   437,500 0 0
PINNACLE WEST CAPITAL COM 72348410 5,027 95,000 SH   SOLE   95,000 0 0
PIONEER NATURAL RESOURCES CO COM 72378710 19,327 105,000 SH   SOLE   105,000 0 0
PLX TECHNOLOGY INC COM 69341710 14,476 2,200,000 SH   SOLE   2,200,000 0 0
PLY GEM HOLDINGS INC COM 72941W10 3,336 185,000 SH   SOLE   185,000 0 0
PNC FINANCIAL SERVICES GROUP COM 69347510 92,323 1,190,031 SH   SOLE   1,190,031 0 0
PNM RESOURCES INC COM 69349H10 1,930 80,000 SH   SOLE   80,000 0 0
POTLATCH CORP COM 73763010 7,096 170,000 SH   SOLE   170,000 0 0
POWER SOLUTIONS INTERNATIONA COM NEW 73933G20 6,759 90,000 SH   SOLE   90,000 0 0
PPG INDUSTRIES INC COM 69350610 13,276 70,000 SH   SOLE   70,000 0 0
PPL CORPORATION COM 69351T10 51,950 1,726,500 SH   SOLE   1,726,500 0 0
PRAXAIR INC COM 74005P10 89,071 685,000 SH   SOLE   685,000 0 0
PRECISION CASTPARTS CORP COM 74018910 117,146 435,000 SH   SOLE   435,000 0 0
PRIMERICA INC COM 74164M10 23,171 540,000 SH   SOLE   540,000 0 0
PROCTER + GAMBLE CO/THE COM 74271810 258,472 3,174,945 SH   SOLE   3,174,945 0 0
PROGRESSIVE CORP COM 74331510 8,181 300,000 SH   SOLE   300,000 0 0
PROLOGIS INC COM 74340W10 13,117 355,000 SH   SOLE   355,000 0 0
PROS HOLDINGS INC COM 74346Y10 34,314 860,000 SH   SOLE   860,000 0 0
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PRUDENTIAL FINANCIAL INC COM 74432010 144,693 1,569,000 SH   SOLE   1,569,000 0 0
PTC INC COM 69370C10 53,085 1,500,000 SH   SOLE   1,500,000 0 0
PUBLIC SERVICE ENTERPRISE GP COM 74457310 12,816 400,000 SH   SOLE   400,000 0 0
PUBLIC STORAGE COM 74460D10 8,542 56,750 SH   SOLE   56,750 0 0
PVH CORP COM 69365610 9,453 69,500 SH   SOLE   69,500 0 0
QEP RESOURCES INC COM 74733V10 3,065 100,000 SH   SOLE   100,000 0 0
QLIK TECHNOLOGIES INC COM 74733T10 14,380 540,000 SH   SOLE   540,000 0 0
QUALCOMM INC COM 74752510 142,560 1,920,000 SH   SOLE   1,920,000 0 0
QUANTA SERVICES INC COM 74762E10 71,010 2,250,000 SH   SOLE   2,250,000 0 0
QUEST DIAGNOSTICS INC COM 74834L10 28,644 535,000 SH   SOLE   535,000 0 0
QUESTAR CORP COM 74835610 4,598 200,000 SH   SOLE   200,000 0 0
RACKSPACE HOSTING INC COM 75008610 26,608 680,000 SH   SOLE   680,000 0 0
RALPH LAUREN CORP CL A 75121210 5,032 28,500 SH   SOLE   28,500 0 0
RANGE RESOURCES CORP COM 75281A10 12,647 150,000 SH   SOLE   150,000 0 0
RAYMOND JAMES FINANCIAL INC COM 75473010 39,143 750,000 SH   SOLE   750,000 0 0
RAYONIER INC COM 75490710 6,315 150,000 SH   SOLE   150,000 0 0
RAYTHEON COMPANY COM NEW 75511150 34,013 375,000 SH   SOLE   375,000 0 0
RE/MAX HOLDINGS INC CL A CL A 75524W10 481 15,000 SH   SOLE   15,000 0 0
REALNETWORKS INC COM NEW 75605L70 227 30,000 SH   SOLE   30,000 0 0
RED HAT INC COM 75657710 11,208 200,000 SH   SOLE   200,000 0 0
REDWOOD TRUST INC COM 75807540 4,165 215,000 SH   SOLE   215,000 0 0
REGAL ENTERTAINMENT GROUP A CL A 75876610 6,030 310,000 SH   SOLE   310,000 0 0
REGIONS FINANCIAL CORP COM 7591EP10 36,593 3,700,000 SH   SOLE   3,700,000 0 0
REINSURANCE GROUP OF AMERICA COM NEW 75935160 6,214 80,272 SH   SOLE   80,272 0 0
REPUBLIC SERVICES INC COM 76075910 14,940 450,000 SH   SOLE   450,000 0 0
RESMED INC COM 76115210 1,469 31,200 SH   SOLE   31,200 0 0
RESOURCE AMERICA INC CL A CL A 76119520 936 100,000 SH   SOLE   100,000 0 0
REXFORD INDUSTRIAL REALTY IN COM 76169C10 1,650 125,000 SH   SOLE   125,000 0 0
REXNORD CORP COM 76169B10 18,907 700,000 SH   SOLE   700,000 0 0
REYNOLDS AMERICAN INC COM 76171310 58,888 1,178,000 SH   SOLE   1,178,000 0 0
RIGNET INC COM 76658210 9,586 200,000 SH   SOLE   200,000 0 0
RIVERBED TECHNOLOGY INC COM 76857310 21,696 1,200,000 SH   SOLE   1,200,000 0 0
ROBERT HALF INTL INC COM 77032310 11,421 272,000 SH   SOLE   272,000 0 0
ROCK TENN COMPANY CL A CL A 77273920 52,505 500,000 SH   SOLE   500,000 0 0
ROCKET FUEL INC COM 77311110 615 10,000 SH   SOLE   10,000 0 0
ROCKWOOD HOLDINGS INC COM 77441510 1,079 15,000 SH   SOLE   15,000 0 0
ROSS STORES INC COM 77829610 2,623 35,000 SH   SOLE   35,000 0 0
ROVI CORP COM 77937610 8,270 420,000 SH   SOLE   420,000 0 0
ROWAN COMPANIES PLC A SHS CL A G7665A10 4,597 130,000 SH   SOLE   130,000 0 0
RYDER SYSTEM INC COM 78354910 7,378 100,000 SH   SOLE   100,000 0 0
SABRA HEALTH CARE REIT INC COM 78573L10 14,638 560,000 SH   SOLE   560,000 0 0
SAFEGUARD SCIENTIFICS INC COM NEW 78644920 5,023 250,000 SH   SOLE   250,000 0 0
SAGA COMMUNICATIONS INC CL A CL A NEW 78659830 4,024 80,000 SH   SOLE   80,000 0 0
SANDISK CORP COM 80004C10 7,054 100,000 SH   SOLE   100,000 0 0
SCANA CORP COM 80589M10 5,162 110,000 SH   SOLE   110,000 0 0
SCHWAB (CHARLES) CORP COM 80851310 12,220 470,000 SH   SOLE   470,000 0 0
SCIENCE APPLICATIONS INTE COM 80862510 850 25,714 SH   SOLE   25,714 0 0
SCIQUEST INC COM 80908T10 3,418 120,000 SH   SOLE   120,000 0 0
SEACHANGE INTERNATIONAL INC COM 81169910 3,283 270,000 SH   SOLE   270,000 0 0
SEALED AIR CORP COM 81211K10 26,389 775,000 SH   SOLE   775,000 0 0
SEMPRA ENERGY COM 81685110 15,708 175,000 SH   SOLE   175,000 0 0
SEQUENTIAL BRANDS GROUP INC COM NEW 81734020 5,520 1,024,200 SH   SOLE   1,024,200 0 0
SI FINANCIAL GROUP INC COM 78425V10 325 26,943 SH   SOLE   26,943 0 0
SIGNATURE BANK COM 82669G10 1,611 15,000 SH   SOLE   15,000 0 0
SILICON IMAGE INC COM 82705T10 1,384 225,000 SH   SOLE   225,000 0 0
SIMON PROPERTY GROUP INC COM 82880610 41,681 273,927 SH   SOLE   273,927 0 0
SINCLAIR BROADCAST GROUP A CL A 82922610 4,109 115,000 SH   SOLE   115,000 0 0
SKECHERS USA INC CL A CL A 83056610 2,982 90,000 SH   SOLE   90,000 0 0
SL GREEN REALTY CORP COM 78440X10 5,243 56,750 SH   SOLE   56,750 0 0
SM ENERGY CO COM 78454L10 2,493 30,000 SH   SOLE   30,000 0 0
SNYDERS LANCE INC COM 83355110 3,159 110,000 SH   SOLE   110,000 0 0
SONIC AUTOMOTIVE INC CLASS A CL A 83545G10 4,945 202,000 SH   SOLE   202,000 0 0
SONUS NETWORKS INC COM 83591610 630 200,000 SH   SOLE   200,000 0 0
SOUTH JERSEY INDUSTRIES COM 83851810 1,959 35,000 SH   SOLE   35,000 0 0
SOUTHERN CO/THE COM 84258710 28,407 691,000 SH   SOLE   691,000 0 0
SOUTHWEST AIRLINES CO COM 84474110 64,056 3,400,000 SH   SOLE   3,400,000 0 0
SOUTHWEST GAS CORP COM 84489510 1,957 35,000 SH   SOLE   35,000 0 0
SOUTHWESTERN ENERGY CO COM 84546710 9,439 240,000 SH   SOLE   240,000 0 0
SOVRAN SELF STORAGE INC COM 84610H10 782 12,000 SH   SOLE   12,000 0 0
SPECTRA ENERGY CORP COM 84756010 15,317 430,000 SH   SOLE   430,000 0 0
SPIRIT AEROSYSTEMS HOLD CL A COM CL A 84857410 27,094 795,000 SH   SOLE   795,000 0 0
SPRINT CORP COM SER 1 85207U10 1,613 150,000 SH   SOLE   150,000 0 0
ST JUDE MEDICAL INC COM 79084910 44,604 720,000 SH   SOLE   720,000 0 0
STAG INDUSTRIAL INC COM 85254J10 5,607 275,000 SH   SOLE   275,000 0 0
STARBUCKS CORP COM 85524410 47,034 600,000 SH   SOLE   600,000 0 0
STARWOOD HOTELS + RESORTS COM 85590A40 5,696 71,695 SH   SOLE   71,695 0 0
STARWOOD PROPERTY TRUST INC COM 85571B10 19,071 688,500 SH   SOLE   688,500 0 0
STATE STREET CORP COM 85747710 22,604 308,000 SH   SOLE   308,000 0 0
STEELCASE INC CL A CL A 85815520 3,886 245,000 SH   SOLE   245,000 0 0
STERICYCLE INC COM 85891210 3,485 30,000 SH   SOLE   30,000 0 0
STEVEN MADDEN LTD COM 55626910 11,261 307,750 SH   SOLE   307,750 0 0
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STRATEGIC HOTELS + RESORTS I COM 86272T10 2,930 310,000 SH   SOLE   310,000 0 0
STREAMLINE HEALTH SOLUTIONS COM 86323X10 349 50,000 SH   SOLE   50,000 0 0
STRYKER CORP COM 86366710 3,381 45,000 SH   SOLE   45,000 0 0
SUMMER INFANT INC COM 86564610 543 300,000 SH   SOLE   300,000 0 0
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SUN COMMUNITIES INC COM 86667410 8,954 210,000 SH   SOLE   210,000 0 0
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SUNEDISON INC COM 86732Y10 1,305 100,000 SH   SOLE   100,000 0 0
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SVB FINANCIAL GROUP COM 78486Q10 9,962 95,000 SH   SOLE   95,000 0 0
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SYSCO CORP COM 87182910 12,274 340,000 SH   SOLE   340,000 0 0
T ROWE PRICE GROUP INC COM 74144T10 24,084 287,500 SH   SOLE   287,500 0 0
TAL INTERNATIONAL GROUP INC COM 87408310 46,454 810,000 SH   SOLE   810,000 0 0
TARGET CORP COM 87612E10 28,148 444,880 SH   SOLE   444,880 0 0
TAUBMAN CENTERS INC COM 87666410 1,246 19,500 SH   SOLE   19,500 0 0
TAYLOR MORRISON HOME CORP A CL A 87724P10 22,113 985,000 SH   SOLE   985,000 0 0
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TECO ENERGY INC COM 87237510 4,155 241,000 SH   SOLE   241,000 0 0
TELEDYNE TECHNOLOGIES INC COM 87936010 2,297 25,000 SH   SOLE   25,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G40 63,285 1,502,500 SH   SOLE   1,502,500 0 0
TERADATA CORP COM 88076W10 13,647 300,000 SH   SOLE   300,000 0 0
TERADYNE INC COM 88077010 5,286 300,000 SH   SOLE   300,000 0 0
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TEXAS INSTRUMENTS INC COM 88250810 32,933 750,000 SH   SOLE   750,000 0 0
THERAVANCE INC COM 88338T10 15,654 439,108 SH   SOLE   439,108 0 0
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TIFFANY + CO COM 88654710 6,866 74,000 SH   SOLE   74,000 0 0
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TIME WARNER INC COM NEW 88731730 97,608 1,400,000 SH   SOLE   1,400,000 0 0
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TRAVELERS COS INC/THE COM 89417E10 38,896 429,595 SH   SOLE   429,595 0 0
TREEHOUSE FOODS INC COM 89469A10 30,325 440,000 SH   SOLE   440,000 0 0
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TYCO INTERNATIONAL LTD SHS H8912810 32,832 800,000 SH   SOLE   800,000 0 0
UCP INC CL A CL A 90265Y10 2,196 150,000 SH   SOLE   150,000 0 0
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UNITED CONTINENTAL HOLDINGS COM 91004710 12,295 325,000 SH   SOLE   325,000 0 0
UNITED NATURAL FOODS INC COM 91116310 48,250 640,000 SH   SOLE   640,000 0 0
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UNITED RENTALS INC COM 91136310 90,812 1,165,000 SH   SOLE   1,165,000 0 0
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UNITEDHEALTH GROUP INC COM 91324P10 42,562 565,228 SH   SOLE   565,228 0 0
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URS CORP COM 90323610 39,478 745,000 SH   SOLE   745,000 0 0
US BANCORP COM NEW 90297330 50,042 1,238,671 SH   SOLE   1,238,671 0 0
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VALUECLICK INC COM 92046N10 10,984 470,000 SH   SOLE   470,000 0 0
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VENTAS INC COM 92276F10 4,010 70,000 SH   SOLE   70,000 0 0
VERIFONE SYSTEMS INC COM 92342Y10 37,548 1,400,000 SH   SOLE   1,400,000 0 0
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VIACOM INC CLASS B CL B 92553P20 61,138 700,000 SH   SOLE   700,000 0 0
VIASAT INC COM 92552V10 3,759 60,000 SH   SOLE   60,000 0 0
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WABASH NATIONAL CORP COM 92956610 27,294 2,210,000 SH   SOLE   2,210,000 0 0
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WALGREEN CO COM 93142210 25,320 440,800 SH   SOLE   440,800 0 0
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WATTS WATER TECHNOLOGIES A CL A 94274910 25,985 420,000 SH   SOLE   420,000 0 0
WCI COMMUNITIES INC COM PAR $0.01 92923C80 764 40,000 SH   SOLE   40,000 0 0
WEB.COM GROUP INC COM 94733A10 5,086 160,000 SH   SOLE   160,000 0 0
WELLPOINT INC COM 94973V10 8,777 95,000 SH   SOLE   95,000 0 0
WELLS FARGO + CO COM 94974610 377,728 8,320,000 SH   SOLE   8,320,000 0 0
WESTAR ENERGY INC COM 95709T10 3,217 100,000 SH   SOLE   100,000 0 0
WESTERN UNION CO COM 95980210 6,038 350,000 SH   SOLE   350,000 0 0
WEYERHAEUSER CO COM 96216610 70,085 2,220,000 SH   SOLE   2,220,000 0 0
WEYERHAEUSER CO PREF CONV SER A 96216687 5,604 100,000 SH   SOLE   100,000 0 0
WGL HOLDINGS INC COM 92924F10 1,803 45,000 SH   SOLE   45,000 0 0
WHEELER REAL ESTATE INVESTME COM 96302510 151 35,000 SH   SOLE   35,000 0 0
WHIRLPOOL CORP COM 96332010 8,784 56,000 SH   SOLE   56,000 0 0
WHOLE FOODS MARKET INC COM 96683710 2,892 50,000 SH   SOLE   50,000 0 0
WILLIAMS COS INC COM 96945710 17,935 465,000 SH   SOLE   465,000 0 0
WISCONSIN ENERGY CORP COM 97665710 7,954 192,400 SH   SOLE   192,400 0 0
WOODWARD INC COM 98074510 2,281 50,000 SH   SOLE   50,000 0 0
WP CAREY INC COM 92936U10 2,699 44,000 SH   SOLE   44,000 0 0
WPX ENERGY INC COM 98212B10 5,401 265,000 SH   SOLE   265,000 0 0
WR BERKLEY CORP COM 08442310 4,682 107,905 SH   SOLE   107,905 0 0
WYNDHAM WORLDWIDE CORP COM 98310W10 18,201 247,000 SH   SOLE   247,000 0 0
XCEL ENERGY INC COM 98389B10 11,735 420,000 SH   SOLE   420,000 0 0
XENOPORT INC COM 98411C10 3,215 559,082 SH   SOLE   559,082 0 0
XL GROUP PLC SHS G9829010 8,915 280,000 SH   SOLE   280,000 0 0
XO GROUP INC COM 98377210 7,133 480,000 SH   SOLE   480,000 0 0
YAHOO INC COM 98433210 28,308 700,000 SH   SOLE   700,000 0 0
YUM BRANDS INC COM 98849810 31,605 418,000 SH   SOLE   418,000 0 0
ZAIS FINANCIAL CORP COM 98886K10 6,388 398,500 SH   SOLE   398,500 0 0
ZIMMER HOLDINGS INC COM 98956P10 13,559 145,500 SH   SOLE   145,500 0 0
ZOETIS INC W/I CL A 98978V10 65,322 1,998,234 SH   SOLE   1,998,234 0 0