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
3M CO COM 88579Y101 31,870 291,450 SH   OTR 1 291,450 0 0
ABBOTT LABS COM 002824100 25,715 737,250 SH   OTR 1 737,250 0 0
ABBVIE INC COM 00287Y109 21,863 528,850 SH   OTR 1 528,850 0 0
ABERCROMBIE & FITCH CO CL A 002896207 11,309 249,915 SH   OTR 1 249,915 0 0
ACE LTD SHS H0023R105 8,715 97,400 SH   OTR 1 97,400 0 0
ACTAVIS INC COM 00507K103 5,682 45,015 SH   OTR 1 45,015 0 0
THE ADT CORPORATION COM 00101J106 3,900 97,860 SH   OTR 1 97,860 0 0
AES CORP COM 00130H105 11,021 919,170 SH   OTR 1 919,170 0 0
AETNA INC NEW COM 00817Y108 8,244 129,738 SH   OTR 1 129,738 0 0
AFLAC INC COM 001055102 18,337 315,500 SH   OTR 1 315,500 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 4,919 115,036 SH   OTR 1 115,036 0 0
AGL RES INC COM 001204106 7,469 174,270 SH   OTR 1 174,270 0 0
AIR PRODS & CHEMS INC COM 009158106 26,985 294,688 SH   OTR 1 294,688 0 0
AIRGAS INC COM 009363102 8,982 94,088 SH   OTR 1 94,088 0 0
ALASKA AIR GROUP INC COM 011659109 10,088 194,000 SH   OTR 1 194,000 0 0
ALCOA INC COM 013817101 11,956 1,528,893 SH   OTR 1 1,528,893 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 6,011 65,166 SH   OTR 1 65,166 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 4,105 156,031 SH   OTR 1 156,031 0 0
ALLERGAN INC COM 018490102 8,570 101,735 SH   OTR 1 101,735 0 0
ALLSTATE CORP COM 020002101 6,457 134,190 SH   OTR 1 134,190 0 0
ALTRIA GROUP INC COM 02209S103 25,796 737,240 SH   OTR 1 737,240 0 0
AMAZON COM INC COM 023135106 48,107 173,240 SH   OTR 1 173,240 0 0
AMEREN CORP COM 023608102 12,426 360,810 SH   OTR 1 360,810 0 0
AMERICAN ELEC PWER INC COM 025537101 32,243 720,040 SH   OTR 1 720,040 0 0
AMERICAN EXPRESS CO COM 025816109 20,474 273,860 SH   OTR 1 273,860 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 18,908 423,000 SH   OTR 1 423,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 8,286 113,240 SH   OTR 1 113,240 0 0
AMERIPRISE FINL INC COM 03076C106 4,667 57,700 SH   OTR 1 57,700 0 0
AMERISOURCEBERGEN CORP COM 03073E105 4,469 80,047 SH   OTR 1 80,047 0 0
AMGEN INC COM 031162100 24,708 250,440 SH   OTR 1 250,440 0 0
ANADARKO PETE CORP COM 032511107 21,617 251,560 SH   OTR 1 251,560 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 3,100 34,350 SH   OTR 1 34,350 0 0
AON PLC SHS CL A G0408V102 5,696 88,510 SH   OTR 1 88,510 0 0
APACHE CORP COM 037411105 16,319 194,664 SH   OTR 1 194,664 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 1,255 41,780 SH   OTR 1 41,780 0 0
APPLE INC COM 037833100 21,071 53,200 SH   OTR 1 53,200 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 9,873 291,145 SH   OTR 1 291,145 0 0
ASSURANT INC COM 04621X108 1,122 22,040 SH   OTR 1 22,040 0 0
AUTONATION INC COM 05329W102 665 15,326 SH   OTR 1 15,326 0 0
AUTOZONE INC COM 053332102 6,071 14,330 SH   OTR 1 14,330 0 0
AVALONBAY CMNTYS INC COM 053484101 4,698 34,820 SH   OTR 1 34,820 0 0
AVERY DENNISON CORP COM 053611109 2,357 55,110 SH   OTR 1 55,110 0 0
AVIVA PLC ADR 05382A104 3,066 294,500 SH   OTR 1 294,500 0 0
AVON PRODS INC COM 054303102 4,640 220,640 SH   OTR 1 220,640 0 0
BAKER HUGHES INC COM 057224107 11,638 252,280 SH   OTR 1 252,280 0 0
BALL CORP COM 058498106 8,929 214,958 SH   OTR 1 214,958 0 0
BANK OF AMERICA CORPORATION COM 060505104 39,721 3,088,746 SH   OTR 1 3,088,746 0 0
BANK OF NEW YORK MELLON CORP COM 064058100 9,328 332,550 SH   OTR 1 332,550 0 0
BARCLAYS PLC ADR 06738E204 3,704 216,350 SH   OTR 1 216,350 0 0
BARD C R INC COM 067383109 2,893 26,620 SH   OTR 1 26,620 0 0
BAXTER INTL INC COM 071813109 12,723 183,670 SH   OTR 1 183,670 0 0
BB&T CORP COM 054937107 20,093 593,050 SH   OTR 1 593,050 0 0
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 3,549 421,982 SH   OTR 1 421,982 0 0
BEAM INC COM 073730103 4,841 76,700 SH   OTR 1 76,700 0 0
BECTON DICKINSON & CO COM 075887109 6,581 66,590 SH   OTR 1 66,590 0 0
BED BATH & BEYOND INC COM 075896100 6,117 86,273 SH   OTR 1 86,273 0 0
BEMIS INC COM 081437105 5,795 148,054 SH   OTR 1 148,054 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 58,247 520,438 SH   OTR 1 520,438 0 0
BEST BUY INC COM 086516101 2,896 105,959 SH   OTR 1 105,959 0 0
BIOGEN IDEC INC COM 09062X103 28,438 132,145 SH   OTR 1 132,145 0 0
BLACKROCK INC COM 09247X101 18,943 73,750 SH   OTR 1 73,750 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 10,172 483,000 SH   OTR 1 483,000 0 0
BLOCK H & R INC COM 093671105 2,983 107,483 SH   OTR 1 107,483 0 0
BOEING CO COM 097023105 32,701 319,220 SH   OTR 1 319,220 0 0
BORGWARNER INC COM 099724106 3,929 45,610 SH   OTR 1 45,610 0 0
BOSTON PROPERTIES INC COM 101121101 4,583 43,450 SH   OTR 1 43,450 0 0
BOSTON SCIENTIFIC CORP COM 101137107 4,216 454,765 SH   OTR 1 454,765 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 24,637 551,290 SH   OTR 1 551,290 0 0
BROWN FORMAN CORP CL B 115637209 4,906 72,622 SH   OTR 1 72,622 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 4,044 71,820 SH   OTR 1 71,820 0 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 1,436 85,381 SH   OTR 1 85,381 0 0
CABOT OIL & GAS CORP COM 127097103 13,985 196,920 SH   OTR 1 196,920 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 10,480 171,350 SH   OTR 1 171,350 0 0
CAMPBELL SOUP CO COM 134429109 4,195 93,650 SH   OTR 1 93,650 0 0
CANADIAN NAT RES LTD COM 136385101 3,013 106,600 SH   OTR 1 106,600 0 0
CAPITAL ONE FINL CORP COM 14040H105 10,513 167,370 SH   OTR 1 167,370 0 0
CARDINAL HEALTH INC COM 14149Y108 5,442 115,298 SH   OTR 1 115,298 0 0
CAREFUSION CORP COM 14170T101 2,705 73,405 SH   OTR 1 73,405 0 0
CARMAX INC COM 143130102 4,091 88,628 SH   OTR 1 88,628 0 0
CARNIVAL CORP PAIRED CTF 143658300 6,013 175,368 SH   OTR 1 175,368 0 0
CATERPILLAR INC DEL COM 149123101 36,450 441,870 SH   OTR 1 441,870 0 0
CBRE GROUP INC CL A 12504L109 2,031 86,950 SH   OTR 1 86,950 0 0
CBS CORP NEW CL B 124857202 11,014 225,377 SH   OTR 1 225,377 0 0
CELGENE CORP COM 151020104 16,285 139,291 SH   OTR 1 139,291 0 0
CENTERPOINT ENERGY INC COM 15189T107 15,055 640,930 SH   OTR 1 640,930 0 0
CERNER CORP COM 156782104 9,376 97,570 SH   OTR 1 97,570 0 0
CF INDS HLDGS INC COM 125269100 24,553 143,166 SH   OTR 1 143,166 0 0
CHESAPEAKE ENERGY CORP COM 165167107 6,065 297,610 SH   OTR 1 297,610 0 0
CHEVRON CORP NEW COM 166764100 111,618 943,200 SH   OTR 1 943,200 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 4,445 12,201 SH   OTR 1 12,201 0 0
CHUBB CORP COM 171232101 6,282 74,210 SH   OTR 1 74,210 0 0
CIGNA CORPORATION COM 125509109 7,146 98,580 SH   OTR 1 98,580 0 0
CINCINNATI FINL CORP COM 172062101 1,931 42,078 SH   OTR 1 42,078 0 0
CINTAS CORP COM 172908105 2,560 56,220 SH   OTR 1 56,220 0 0
CISCO SYS INC COM 17275R102 10,453 430,000 SH   OTR 1 430,000 0 0
CITIGROUP INC COM NEW 172967424 41,822 871,840 SH   OTR 1 871,840 0 0
CITRIX SYS INC COM 177376100 10,739 178,000 SH   OTR 1 178,000 0 0
CLIFFS NATURAL RESOURCES INC COM 18683K101 3,586 220,698 SH   OTR 1 220,698 0 0
CLOROX CO DEL COM 189054109 5,245 63,090 SH   OTR 1 63,090 0 0
CME GROUP INC COM 12572Q105 6,682 87,950 SH   OTR 1 87,950 0 0
CMS ENERGY CORP COM 125896100 10,881 400,490 SH   OTR 1 400,490 0 0
COACH INC COM 189754104 16,950 296,904 SH   OTR 1 296,904 0 0
COCA COLA CO COM 191216100 62,374 1,555,080 SH   OTR 1 1,555,080 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 4,449 126,550 SH   OTR 1 126,550 0 0
COLGATE PALMOLIVE CO COM 194162103 21,099 368,280 SH   OTR 1 368,280 0 0
COMCAST CORP NEW CL A 20030N101 54,656 1,305,052 SH   OTR 1 1,305,052 0 0
COMERICA INC COM 200340107 2,129 53,440 SH   OTR 1 53,440 0 0
CONAGRA FOODS INC COM 205887102 6,853 196,190 SH   OTR 1 196,190 0 0
CONOCOPHILLIPS COM 20825C104 28,998 479,310 SH   OTR 1 479,310 0 0
CONSOL ENERGY INC COM 20854P109 4,273 157,668 SH   OTR 1 157,668 0 0
CONSOLIDATED EDISON INC COM 209115104 25,360 434,910 SH   OTR 1 434,910 0 0
CONSTELLATION BRANDS INC CL A 21036P108 4,911 94,225 SH   OTR 1 94,225 0 0
CONTINENTAL RESOURCES INC COM 212015101 10,585 123,000 SH   OTR 1 123,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 20,436 184,820 SH   OTR 1 184,820 0 0
COVIDIEN PLC SHS G2554F113 9,873 157,110 SH   OTR 1 157,110 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 3,443 130,108 SH   OTR 1 130,108 0 0
CSX CORP COM 126408103 12,788 551,440 SH   OTR 1 551,440 0 0
CUMMINS INC COM 231021106 25,975 239,490 SH   OTR 1 239,490 0 0
CVS CAREMARK CORPORATION COM 126650100 29,233 511,240 SH   OTR 1 511,240 0 0
D R HORTON INC COM 23331A109 11,888 558,656 SH   OTR 1 558,656 0 0
DANAHER CORP DEL COM 235851102 18,517 292,520 SH   OTR 1 292,520 0 0
DARDEN RESTAURANTS INC COM 237194105 2,586 51,236 SH   OTR 1 51,236 0 0
DAVITA INC COM 23918K108 3,414 28,260 SH   OTR 1 28,260 0 0
DEERE & CO COM 244199105 26,240 322,950 SH   OTR 1 322,950 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 5,817 114,760 SH   OTR 1 114,760 0 0
DENBURY RES INC COM NEW 247916208 5,605 323,640 SH   OTR 1 323,640 0 0
DENTSPLY INTL INC NEW COM 249030107 1,960 47,845 SH   OTR 1 47,845 0 0
DEVON ENERGY CORP NEW COM 25179M103 9,743 187,790 SH   OTR 1 187,790 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 3,381 49,150 SH   OTR 1 49,150 0 0
DIRECTV COM 25490A309 13,593 220,600 SH   OTR 1 220,600 0 0
DISCOVER FINL SVCS COM 254709108 6,690 140,430 SH   OTR 1 140,430 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 7,458 96,589 SH   OTR 1 96,589 0 0
DISNEY WALT CO COM DISNEY 254687106 44,917 711,280 SH   OTR 1 711,280 0 0
DOLLAR GEN CORP NEW COM 256677105 5,996 118,890 SH   OTR 1 118,890 0 0
DOLLAR TREE INC COM 256746108 4,491 88,340 SH   OTR 1 88,340 0 0
DOMINION RES INC VA NEW COM 25746U109 48,404 851,880 SH   OTR 1 851,880 0 0
DOVER CORP COM 260003108 18,142 233,610 SH   OTR 1 233,610 0 0
DOW CHEM CO COM 260543103 55,029 1,710,579 SH   OTR 1 1,710,579 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 4,508 98,160 SH   OTR 1 98,160 0 0
DTE ENERGY CO COM 233331107 17,372 259,250 SH   OTR 1 259,250 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 68,340 1,301,708 SH   OTR 1 1,301,708 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 64,800 960,000 SH   OTR 1 960,000 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 1,741 17,870 SH   OTR 1 17,870 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 1,040 82,130 SH   OTR 1 82,130 0 0
EASTMAN CHEM CO COM 277432100 15,444 220,599 SH   OTR 1 220,599 0 0
EATON CORP PLC SHS G29183103 17,039 258,910 SH   OTR 1 258,910 0 0
ECOLAB INC COM 278865100 30,411 356,982 SH   OTR 1 356,982 0 0
EDISON INTL COM 281020107 23,242 482,610 SH   OTR 1 482,610 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 2,535 37,725 SH   OTR 1 37,725 0 0
E M C CORP MASS COM 268648102 10,039 425,000 SH   OTR 1 425,000 0 0
EMERSON ELEC CO COM 291011104 18,583 340,720 SH   OTR 1 340,720 0 0
ENSCO PLC SHS CLASS A G3157S106 5,829 100,300 SH   OTR 1 100,300 0 0
ENTERGY CORP NEW COM 29364G103 18,310 262,770 SH   OTR 1 262,770 0 0
EOG RES INC COM 26875P101 18,811 142,857 SH   OTR 1 142,857 0 0
EQT CORP COM 26884L109 5,140 64,760 SH   OTR 1 64,760 0 0
EQUIFAX INC COM 294429105 4,327 73,420 SH   OTR 1 73,420 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 5,329 91,781 SH   OTR 1 91,781 0 0
EXELON CORP COM 30161N101 38,973 1,262,090 SH   OTR 1 1,262,090 0 0
EXPEDIA INC DEL COM NEW 30212P303 2,214 36,801 SH   OTR 1 36,801 0 0
EXPEDITORS INTL WASH INC COM 302130109 3,513 92,420 SH   OTR 1 92,420 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 17,704 286,988 SH   OTR 1 286,988 0 0
EXXON MOBIL CORP COM 30231G102 116,803 1,292,780 SH   OTR 1 1,292,780 0 0
FAMILY DLR STORES INC COM 307000109 2,347 37,663 SH   OTR 1 37,663 0 0
FASTENAL CO COM 311900104 5,537 120,760 SH   OTR 1 120,760 0 0
FEDEX CORP COM 31428X106 13,933 141,340 SH   OTR 1 141,340 0 0
FIFTH THIRD BANCORP COM 316773100 4,523 250,590 SH   OTR 1 250,590 0 0
FIRSTENERGY CORP COM 337932107 23,029 616,730 SH   OTR 1 616,730 0 0
FLOWSERVE CORP COM 34354P105 3,454 63,960 SH   OTR 1 63,960 0 0
FLUOR CORP NEW COM 343412102 6,284 105,960 SH   OTR 1 105,960 0 0
F M C CORP COM NEW 302491303 11,967 195,991 SH   OTR 1 195,991 0 0
FMC TECHNOLOGIES INC COM 30249U101 10,227 183,680 SH   OTR 1 183,680 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 34,585 2,235,610 SH   OTR 1 2,235,610 0 0
FOREST LABS INC COM 345838106 3,251 79,295 SH   OTR 1 79,295 0 0
FOSSIL GROUP INC COM 34988V106 2,154 20,850 SH   OTR 1 20,850 0 0
FRANKLIN RES INC COM 354613101 5,382 39,570 SH   OTR 1 39,570 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 50,698 1,836,216 SH   OTR 1 1,836,216 0 0
GAMESTOP CORP NEW CL A 36467W109 1,974 46,973 SH   OTR 1 46,973 0 0
GANNETT INC COM 364730101 2,210 90,336 SH   OTR 1 90,336 0 0
GAP INC DEL COM 364760108 4,776 114,445 SH   OTR 1 114,445 0 0
GARMIN LTD SHS H2906T109 1,563 43,220 SH   OTR 1 43,220 0 0
GENERAL DYNAMICS CORP COM 369550108 12,668 161,730 SH   OTR 1 161,730 0 0
GENERAL ELECTRIC CO COM 369604103 79,473 3,427,020 SH   OTR 1 3,427,020 0 0
GENERAL MLS INC COM 370334104 13,577 279,775 SH   OTR 1 279,775 0 0
GENERAL MTRS CO COM 37045V100 10,128 304,040 SH   OTR 1 304,040 0 0
GENUINE PARTS CO COM 372460105 4,775 61,160 SH   OTR 1 61,160 0 0
GENWORTH FINL INC COM CL A 37247D106 1,611 141,190 SH   OTR 1 141,190 0 0
GILEAD SCIENCES INC COM 375558103 39,143 764,360 SH   OTR 1 764,360 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 28,648 189,410 SH   OTR 1 189,410 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 12,185 796,909 SH   OTR 1 796,909 0 0
GOOGLE INC CL A 38259P508 10,741 12,200 SH   OTR 1 12,200 0 0
GRAINGER W W INC COM 384802104 8,844 35,070 SH   OTR 1 35,070 0 0
HALLIBURTON CO COM 406216101 20,061 480,850 SH   OTR 1 480,850 0 0
HARLEY DAVIDSON INC COM 412822108 4,850 88,469 SH   OTR 1 88,469 0 0
HARMAN INTL INDS INC COM 413086109 1,454 26,823 SH   OTR 1 26,823 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 4,036 130,537 SH   OTR 1 130,537 0 0
HASBRO INC COM 418056107 2,038 45,452 SH   OTR 1 45,452 0 0
HCP INC COM 40414L109 5,914 130,140 SH   OTR 1 130,140 0 0
HEALTH CARE REIT INC COM 42217K106 5,459 81,440 SH   OTR 1 81,440 0 0
HELMERICH & PAYNE INC COM 423452101 2,861 45,810 SH   OTR 1 45,810 0 0
HERSHEY CO COM 427866108 6,296 70,525 SH   OTR 1 70,525 0 0
HESS CORP COM 42809H107 10,635 159,950 SH   OTR 1 159,950 0 0
HOME DEPOT INC COM 437076102 44,696 576,940 SH   OTR 1 576,940 0 0
HONEYWELL INTL INC COM 438516106 29,480 371,560 SH   OTR 1 371,560 0 0
HORMEL FOODS CORP COM 440452100 2,992 77,555 SH   OTR 1 77,555 0 0
HOSPIRA INC COM 441060100 2,117 55,265 SH   OTR 1 55,265 0 0
HOST HOTELS & RESORTS INC COM 44107P104 3,600 213,380 SH   OTR 1 213,380 0 0
HUDSON CITY BANCORP COM 443683107 1,247 136,110 SH   OTR 1 136,110 0 0
HUMANA INC COM 444859102 4,768 56,510 SH   OTR 1 56,510 0 0
HUNTINGTON BANCSHARES INC COM 446150104 1,894 240,320 SH   OTR 1 240,320 0 0
ILLINOIS TOOL WKS INC COM 452308109 13,638 197,160 SH   OTR 1 197,160 0 0
INGERSOLL-RAND PLC SHS G47791101 6,903 124,340 SH   OTR 1 124,340 0 0
INTEGRYS ENERGY GROUP INC COM 45822P105 6,954 118,810 SH   OTR 1 118,810 0 0
INTERCONTINENTALEXCHANGE INC COM 45865V100 3,705 20,840 SH   OTR 1 20,840 0 0
INTERPUBLIC GROUP COS INC COM 460690100 2,462 169,192 SH   OTR 1 169,192 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 8,755 116,480 SH   OTR 1 116,480 0 0
INTERNATIONAL GAME TECHNOLOG COM 459902102 1,717 102,782 SH   OTR 1 102,782 0 0
INTL PAPER CO COM 460146103 28,004 632,010 SH   OTR 1 632,010 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 6,789 13,401 SH   OTR 1 13,401 0 0
INVESCO LTD SHS G491BT108 4,048 127,310 SH   OTR 1 127,310 0 0
IRON MTN INC COM 462846106 1,997 75,053 SH   OTR 1 75,053 0 0
ISHARES INC MSCI JAPAN 464286848 21,527 1,918,610 SH   OTR 1 1,918,610 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 3,226 58,510 SH   OTR 1 58,510 0 0
JOHNSON & JOHNSON COM 478160104 80,535 937,975 SH   OTR 1 937,975 0 0
JOHNSON CTLS INC COM 478366107 9,683 270,542 SH   OTR 1 270,542 0 0
JOY GLOBAL INC COM 481165108 2,307 47,540 SH   OTR 1 47,540 0 0
JPMORGAN CHASE & CO COM 46625H100 70,366 1,332,944 SH   OTR 1 1,332,944 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 5,223 49,290 SH   OTR 1 49,290 0 0
KELLOGG CO COM 487836108 7,541 117,400 SH   OTR 1 117,400 0 0
KEYCORP NEW COM 493267108 2,912 263,740 SH   OTR 1 263,740 0 0
KIMBERLY CLARK CORP COM 494368103 15,960 164,299 SH   OTR 1 164,299 0 0
KIMCO RLTY CORP COM 49446R109 2,508 117,040 SH   OTR 1 117,040 0 0
KINDER MORGAN INC DEL COM 49456B101 10,384 272,180 SH   OTR 1 272,180 0 0
KOHLS CORP COM 500255104 4,062 80,415 SH   OTR 1 80,415 0 0
KRAFT FOODS GROUP INC COM 50076Q106 13,485 241,356 SH   OTR 1 241,356 0 0
KROGER CO COM 501044101 8,249 238,814 SH   OTR 1 238,814 0 0
L BRANDS INC COM 501797104 4,669 94,798 SH   OTR 1 94,798 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 3,452 40,260 SH   OTR 1 40,260 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 3,107 31,040 SH   OTR 1 31,040 0 0
LAUDER ESTEE COS INC CL A 518439104 7,307 111,100 SH   OTR 1 111,100 0 0
LEAR CORP COM NEW 521865204 11,064 183,000 SH   OTR 1 183,000 0 0
LEGG MASON INC COM 524901105 990 31,930 SH   OTR 1 31,930 0 0
LEGGETT & PLATT INC COM 524660107 1,753 56,393 SH   OTR 1 56,393 0 0
LENNAR CORP CL A 526057104 2,354 65,307 SH   OTR 1 65,307 0 0
LEUCADIA NATL CORP COM 527288104 2,215 84,480 SH   OTR 1 84,480 0 0
LIFE TECHNOLOGIES CORP COM 53217V109 4,259 57,540 SH   OTR 1 57,540 0 0
LILLY ELI & CO COM 532457108 16,261 331,050 SH   OTR 1 331,050 0 0
LINCOLN NATL CORP IND COM 534187109 13,672 374,870 SH   OTR 1 374,870 0 0
LOCKHEED MARTIN CORP COM 539830109 13,669 126,030 SH   OTR 1 126,030 0 0
LOEWS CORP COM 540424108 3,907 87,990 SH   OTR 1 87,990 0 0
LORILLARD INC COM 544147101 7,359 168,470 SH   OTR 1 168,470 0 0
LOWES COS INC COM 548661107 17,323 423,550 SH   OTR 1 423,550 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 35,592 537,150 SH   OTR 1 537,150 0 0
M & T BK CORP COM 55261F104 3,921 35,090 SH   OTR 1 35,090 0 0
MACERICH CO COM 554382101 2,400 39,370 SH   OTR 1 39,370 0 0
MACYS INC COM 55616P104 7,273 151,520 SH   OTR 1 151,520 0 0
MARATHON OIL CORP COM 565849106 12,399 358,560 SH   OTR 1 358,560 0 0
MARATHON PETE CORP COM 56585A102 9,935 139,818 SH   OTR 1 139,818 0 0
MARKET VECTORS ETF TR AGRIBUS ETF 57060U605 3,972 77,600 SH   OTR 1 77,600 0 0
MARKET VECTORS ETF TR COAL ETF 57060U837 3,527 199,700 SH   OTR 1 199,700 0 0
MARRIOTT INTL INC NEW CL A 571903202 3,817 94,554 SH   OTR 1 94,554 0 0
MARSH & MCLENNAN COS INC COM 571748102 6,296 157,710 SH   OTR 1 157,710 0 0
MASCO CORP COM 574599106 3,465 177,790 SH   OTR 1 177,790 0 0
MASTERCARD INC CL A 57636Q104 13,041 22,700 SH   OTR 1 22,700 0 0
MATTEL INC COM 577081102 6,177 136,328 SH   OTR 1 136,328 0 0
MCCORMICK & CO INC COM NON VTG 579780206 4,574 65,010 SH   OTR 1 65,010 0 0
MCDONALDS CORP COM 580135101 39,199 395,950 SH   OTR 1 395,950 0 0
MCGRAW HILL COS INC COM 580645109 4,175 78,483 SH   OTR 1 78,483 0 0
MCKESSON CORP COM 58155Q103 8,926 77,953 SH   OTR 1 77,953 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 7,131 90,000 SH   OTR 1 90,000 0 0
MEADWESTVACO CORP COM 583334107 8,631 253,031 SH   OTR 1 253,031 0 0
MEDTRONIC INC COM 585055106 17,464 339,305 SH   OTR 1 339,305 0 0
MERCK & CO INC NEW COM 58933Y105 46,837 1,008,340 SH   OTR 1 1,008,340 0 0
METLIFE INC COM 59156R108 14,357 313,750 SH   OTR 1 313,750 0 0
MOLSON COORS BREWING CO CL B 60871R209 3,870 80,865 SH   OTR 1 80,865 0 0
MONDELEZ INTL INC CL A 609207105 19,491 683,165 SH   OTR 1 683,165 0 0
MONSANTO CO NEW COM 61166W101 74,588 754,942 SH   OTR 1 754,942 0 0
MONSTER BEVERAGE CORP COM 611740101 4,110 67,640 SH   OTR 1 67,640 0 0
MOODYS CORP COM 615369105 3,383 55,520 SH   OTR 1 55,520 0 0
MORGAN STANLEY COM NEW 617446448 9,604 393,130 SH   OTR 1 393,130 0 0
MOSAIC CO NEW COM 61945C103 21,071 391,587 SH   OTR 1 391,587 0 0
MURPHY OIL CORP COM 626717102 6,456 106,030 SH   OTR 1 106,030 0 0
MYLAN INC COM 628530107 3,949 127,255 SH   OTR 1 127,255 0 0
NABORS INDUSTRIES LTD SHS G6359F103 3,578 233,698 SH   OTR 1 233,698 0 0
NASDAQ OMX GROUP INC COM 631103108 1,105 33,710 SH   OTR 1 33,710 0 0
NATIONAL OILWELL VARCO INC COM 637071101 16,096 233,616 SH   OTR 1 233,616 0 0
NETAPP INC COM 64110D104 10,654 282,000 SH   OTR 1 282,000 0 0
NETFLIX INC COM 64110L106 4,676 22,154 SH   OTR 1 22,154 0 0
NEWELL RUBBERMAID INC COM 651229106 2,989 113,864 SH   OTR 1 113,864 0 0
NEWFIELD EXPL CO COM 651290108 1,393 58,320 SH   OTR 1 58,320 0 0
NEWMONT MINING CORP COM 651639106 21,141 705,866 SH   OTR 1 705,866 0 0
NEWS CORP CL A 65248E104 25,628 786,130 SH   OTR 1 786,130 0 0
NEXTERA ENERGY INC COM 65339F101 51,023 626,200 SH   OTR 1 626,200 0 0
NIDEC CORP SPONSORED ADR 654090109 3,190 182,050 SH   OTR 1 182,050 0 0
NIKE INC CL B 654106103 18,205 285,880 SH   OTR 1 285,880 0 0
NISOURCE INC COM 65473P105 13,386 467,390 SH   OTR 1 467,390 0 0
NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 4,097 109,030 SH   OTR 1 109,030 0 0
NOBLE ENERGY INC COM 655044105 12,659 210,850 SH   OTR 1 210,850 0 0
NORDSTROM INC COM 655664100 3,519 58,701 SH   OTR 1 58,701 0 0
NORFOLK SOUTHERN CORP COM 655844108 12,029 165,570 SH   OTR 1 165,570 0 0
NORTHEAST UTILS COM 664397106 19,496 463,960 SH   OTR 1 463,960 0 0
NORTHERN TR CORP COM 665859104 3,609 62,339 SH   OTR 1 62,339 0 0
NORTHROP GRUMMAN CORP COM 666807102 9,410 113,650 SH   OTR 1 113,650 0 0
NRG ENERGY INC COM NEW 629377508 12,698 475,570 SH   OTR 1 475,570 0 0
NUCOR CORP COM 670346105 19,579 451,970 SH   OTR 1 451,970 0 0
NYSE EURONEXT COM 629491101 2,881 69,580 SH   OTR 1 69,580 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 4,910 43,600 SH   OTR 1 43,600 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 27,035 302,981 SH   OTR 1 302,981 0 0
OMNICOM GROUP INC COM 681919106 6,416 102,058 SH   OTR 1 102,058 0 0
ONEOK INC NEW COM 682680103 12,556 303,940 SH   OTR 1 303,940 0 0
OWENS ILL INC COM NEW 690768403 6,573 236,532 SH   OTR 1 236,532 0 0
PACCAR INC COM 693718108 9,883 184,180 SH   OTR 1 184,180 0 0
PALL CORP COM 696429307 4,857 73,120 SH   OTR 1 73,120 0 0
PARKER HANNIFIN CORP COM 701094104 18,623 195,210 SH   OTR 1 195,210 0 0
PATTERSON COMPANIES INC COM 703395103 1,050 27,930 SH   OTR 1 27,930 0 0
PEABODY ENERGY CORP COM 704549104 2,479 169,350 SH   OTR 1 169,350 0 0
PENNEY J C INC COM 708160106 965 56,521 SH   OTR 1 56,521 0 0
PENTAIR LTD SHS H6169Q108 5,272 91,390 SH   OTR 1 91,390 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 1,446 97,080 SH   OTR 1 97,080 0 0
PEPCO HOLDINGS INC COM 713291102 7,496 371,830 SH   OTR 1 371,830 0 0
PEPSICO INC COM 713448108 40,811 498,970 SH   OTR 1 498,970 0 0
PERKINELMER INC COM 714046109 1,215 37,380 SH   OTR 1 37,380 0 0
PERRIGO CO COM 714290103 3,572 29,520 SH   OTR 1 29,520 0 0
PETSMART INC COM 716768106 2,732 40,780 SH   OTR 1 40,780 0 0
PFIZER INC COM 717081103 62,417 2,228,394 SH   OTR 1 2,228,394 0 0
PG&E CORP COM 69331C108 29,975 655,480 SH   OTR 1 655,480 0 0
PHILIP MORRIS INTL INC COM 718172109 57,517 664,014 SH   OTR 1 664,014 0 0
PHILLIPS 66 COM 718546104 15,715 266,765 SH   OTR 1 266,765 0 0
PINNACLE WEST CAP CORP COM 723484101 9,204 165,920 SH   OTR 1 165,920 0 0
PIONEER NAT RES CO COM 723787107 19,289 133,260 SH   OTR 1 133,260 0 0
PITNEY BOWES INC COM 724479100 1,517 103,340 SH   OTR 1 103,340 0 0
PLUM CREEK TIMBER CO INC COM 729251108 2,176 46,630 SH   OTR 1 46,630 0 0
PNC FINL SVCS GROUP INC COM 693475105 11,061 151,690 SH   OTR 1 151,690 0 0
POWERSHARES DB CMDTY IDX TRA UNIT BEN INT 73935S105 21,134 841,000 SH   OTR 1 841,000 0 0
POWERSHARES DB G10 CURCY HAR COM UT BEN INT 73935Y102 33,838 1,331,700 SH   OTR 1 1,331,700 0 0
PPG INDS INC COM 693506107 29,557 201,880 SH   OTR 1 201,880 0 0
PPL CORP COM 69351T106 26,532 876,810 SH   OTR 1 876,810 0 0
PRAXAIR INC COM 74005P104 48,165 418,248 SH   OTR 1 418,248 0 0
PRECISION CASTPARTS CORP COM 740189105 14,792 65,450 SH   OTR 1 65,450 0 0
PRICE T ROWE GROUP INC COM 74144T108 16,039 219,260 SH   OTR 1 219,260 0 0
PRICELINE COM INC COM NEW 741503403 16,829 20,346 SH   OTR 1 20,346 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 2,957 78,970 SH   OTR 1 78,970 0 0
PROCTER & GAMBLE CO COM 742718109 85,671 1,112,755 SH   OTR 1 1,112,755 0 0
PROGRESSIVE CORP OHIO COM 743315103 4,036 158,790 SH   OTR 1 158,790 0 0
PROLOGIS INC COM 74340W103 5,381 142,660 SH   OTR 1 142,660 0 0
PRUDENTIAL FINL INC COM 744320102 9,744 133,429 SH   OTR 1 133,429 0 0
PRUDENTIAL PLC ADR 74435K204 3,838 117,300 SH   OTR 1 117,300 0 0
PUBLIC SVC ENTRPRISE GROUP COM 744573106 24,369 746,140 SH   OTR 1 746,140 0 0
PUBLIC STORAGE COM 74460D109 6,339 41,340 SH   OTR 1 41,340 0 0
PULTE GROUP INC COM 745867101 2,553 134,584 SH   OTR 1 134,584 0 0
PVH CORP COM 693656100 3,999 31,980 SH   OTR 1 31,980 0 0
QEP RES INC COM 74733V100 2,144 77,170 SH   OTR 1 77,170 0 0
QUALCOMM INC COM 747525103 13,132 215,000 SH   OTR 1 215,000 0 0
QUANTA SVCS INC COM 74762E102 2,520 95,250 SH   OTR 1 95,250 0 0
QUEST DIAGNOSTICS INC COM 74834L100 3,319 54,735 SH   OTR 1 54,735 0 0
RALPH LAUREN CORP CL A 751212101 4,176 24,038 SH   OTR 1 24,038 0 0
RANGE RES CORP COM 75281A109 8,523 110,229 SH   OTR 1 110,229 0 0
RAYTHEON CO COM NEW 755111507 10,513 159,000 SH   OTR 1 159,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 5,735 25,500 SH   OTR 1 25,500 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 3,859 404,960 SH   OTR 1 404,960 0 0
REPUBLIC SVCS INC COM 760759100 4,506 132,750 SH   OTR 1 132,750 0 0
REYNOLDS AMERICAN INC COM 761713106 6,970 144,095 SH   OTR 1 144,095 0 0
ROBERT HALF INTL INC COM 770323103 2,934 88,280 SH   OTR 1 88,280 0 0
ROCKWELL AUTOMATION INC COM 773903109 6,720 80,830 SH   OTR 1 80,830 0 0
ROCKWELL COLLINS INC COM 774341101 4,973 78,420 SH   OTR 1 78,420 0 0
ROPER INDS INC NEW COM 776696106 5,503 44,300 SH   OTR 1 44,300 0 0
ROSS STORES INC COM 778296103 5,623 86,762 SH   OTR 1 86,762 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 4,932 144,770 SH   OTR 1 144,770 0 0
RYDER SYS INC COM 783549108 2,564 42,180 SH   OTR 1 42,180 0 0
SAFEWAY INC COM NEW 786514208 13,952 589,695 SH   OTR 1 589,695 0 0
SAP AG SPON ADR 803054204 3,110 42,700 SH   OTR 1 42,700 0 0
SCANA CORP NEW COM 80589M102 10,100 205,710 SH   OTR 1 205,710 0 0
SCHLUMBERGER LTD COM 806857108 53,654 748,734 SH   OTR 1 748,734 0 0
SCHWAB CHARLES CORP NEW COM 808513105 6,696 315,393 SH   OTR 1 315,393 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 2,241 33,564 SH   OTR 1 33,564 0 0
SEALED AIR CORP NEW COM 81211K100 6,744 281,588 SH   OTR 1 281,588 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 210,241 3,727,675 SH   OTR 1 3,727,675 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 280,007 5,881,270 SH   OTR 1 5,881,270 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 202,691 5,286,680 SH   OTR 1 5,286,680 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 280,253 7,064,605 SH   OTR 1 7,064,605 0 0
SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 206,690 2,637,700 SH   OTR 1 2,637,700 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 209,188 10,733,090 SH   OTR 1 10,733,090 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 206,243 4,844,800 SH   OTR 1 4,844,800 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 212,578 5,649,160 SH   OTR 1 5,649,160 0 0
SEMPRA ENERGY COM 816851109 27,323 334,190 SH   OTR 1 334,190 0 0
SHERWIN WILLIAMS CO COM 824348106 21,512 121,812 SH   OTR 1 121,812 0 0
SIGMA ALDRICH CORP COM 826552101 13,840 172,220 SH   OTR 1 172,220 0 0
SIMON PPTY GROUP INC NEW COM 828806109 14,055 89,000 SH   OTR 1 89,000 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 3,673 180,650 SH   OTR 1 180,650 0 0
SLM CORP COM 78442P106 2,908 127,190 SH   OTR 1 127,190 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 3,093 55,150 SH   OTR 1 55,150 0 0
SMUCKER J M CO COM NEW 832696405 5,394 52,290 SH   OTR 1 52,290 0 0
SNAP ON INC COM 833034101 2,329 26,060 SH   OTR 1 26,060 0 0
SOUTHERN CO COM 842587107 56,643 1,283,550 SH   OTR 1 1,283,550 0 0
SOUTHWEST AIRLS CO COM 844741108 4,569 354,490 SH   OTR 1 354,490 0 0
SOUTHWESTERN ENERGY CO COM 845467109 7,074 193,640 SH   OTR 1 193,640 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 50,811 317,550 SH   OTR 1 317,550 0 0
SPECTRA ENERGY CORP COM 847560109 13,336 387,000 SH   OTR 1 387,000 0 0
ST JUDE MED INC COM 790849103 4,431 97,107 SH   OTR 1 97,107 0 0
STANLEY BLACK & DECKER INC COM 854502101 5,599 72,430 SH   OTR 1 72,430 0 0
STAPLES INC COM 855030102 4,159 262,207 SH   OTR 1 262,207 0 0
STARBUCKS CORP COM 855244109 19,365 295,690 SH   OTR 1 295,690 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 4,852 76,792 SH   OTR 1 76,792 0 0
STATE STR CORP COM 857477103 8,515 130,580 SH   OTR 1 130,580 0 0
STERICYCLE INC COM 858912108 4,263 38,600 SH   OTR 1 38,600 0 0
STRYKER CORP COM 863667101 6,309 97,540 SH   OTR 1 97,540 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 3,318 359,850 SH   OTR 1 359,850 0 0
SUNTRUST BKS INC COM 867914103 4,875 154,420 SH   OTR 1 154,420 0 0
SYNGENTA AG SPONSORED ADR 87160A100 2,437 31,300 SH   OTR 1 31,300 0 0
SYSCO CORP COM 871829107 9,043 264,720 SH   OTR 1 264,720 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 3,168 172,950 SH   OTR 1 172,950 0 0
TARGET CORP COM 87612E106 17,452 253,440 SH   OTR 1 253,440 0 0
TATA MTRS LTD SPONSORED ADR 876568502 3,341 142,550 SH   OTR 1 142,550 0 0
TECO ENERGY INC COM 872375100 5,272 306,670 SH   OTR 1 306,670 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 1,653 35,865 SH   OTR 1 35,865 0 0
TESORO CORP COM 881609101 18,889 361,036 SH   OTR 1 361,036 0 0
TEXTRON INC COM 883203101 4,046 155,310 SH   OTR 1 155,310 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 10,144 119,860 SH   OTR 1 119,860 0 0
TIFFANY & CO NEW COM 886547108 3,448 47,330 SH   OTR 1 47,330 0 0
TIME WARNER CABLE INC COM 88732J207 12,917 114,840 SH   OTR 1 114,840 0 0
TIME WARNER INC COM NEW 887317303 21,287 368,160 SH   OTR 1 368,160 0 0
TJX COS INC NEW COM 872540109 14,231 284,274 SH   OTR 1 284,274 0 0
TORCHMARK CORP COM 891027104 1,725 26,480 SH   OTR 1 26,480 0 0
TRANSOCEAN LTD REG SHS H8817H100 3,440 71,750 SH   OTR 1 71,750 0 0
TRAVELERS COMPANIES INC COM 89417E109 8,614 107,780 SH   OTR 1 107,780 0 0
TRINITY INDS INC COM 896522109 10,917 284,000 SH   OTR 1 284,000 0 0
TRIPADVISOR INC COM 896945201 2,652 43,571 SH   OTR 1 43,571 0 0
TYCO INTERNATIONAL LTD SHS H89128104 6,844 207,700 SH   OTR 1 207,700 0 0
TYSON FOODS INC CL A 902494103 3,888 151,420 SH   OTR 1 151,420 0 0
US BANCORP DEL COM NEW 902973304 29,678 820,961 SH   OTR 1 820,961 0 0
UNION PAC CORP COM 907818108 45,576 295,410 SH   OTR 1 295,410 0 0
UNITED PARCEL SERVICE INC CL B 911312106 28,002 323,800 SH   OTR 1 323,800 0 0
UNITED STATES STL CORP NEW COM 912909108 3,667 209,207 SH   OTR 1 209,207 0 0
UNITED TECHNOLOGIES CORP COM 913017109 36,554 393,310 SH   OTR 1 393,310 0 0
UNITEDHEALTH GROUP INC COM 91324P102 33,094 505,410 SH   OTR 1 505,410 0 0
UNUM GROUP COM 91529Y106 2,245 76,440 SH   OTR 1 76,440 0 0
URBAN OUTFITTERS INC COM 917047102 1,749 43,491 SH   OTR 1 43,491 0 0
VALERO ENERGY CORP NEW COM 91913Y100 21,109 607,090 SH   OTR 1 607,090 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 56,339 1,169,580 SH   OTR 1 1,169,580 0 0
VARIAN MED SYS INC COM 92220P105 2,442 36,210 SH   OTR 1 36,210 0 0
VENTAS INC COM 92276F100 5,830 83,940 SH   OTR 1 83,940 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 10,420 207,000 SH   OTR 1 207,000 0 0
V F CORP COM 918204108 6,676 34,582 SH   OTR 1 34,582 0 0
VIACOM INC NEW CL B 92553P201 11,990 176,191 SH   OTR 1 176,191 0 0
VISA INC COM CL A 92826C839 10,417 57,000 SH   OTR 1 57,000 0 0
VORNADO RLTY TR SH BEN INT 929042109 4,036 48,710 SH   OTR 1 48,710 0 0
VULCAN MATLS CO COM 929160109 8,992 185,743 SH   OTR 1 185,743 0 0
WAL MART STORES INC COM 931142103 49,549 665,170 SH   OTR 1 665,170 0 0
WALGREEN CO COM 931422109 16,494 373,170 SH   OTR 1 373,170 0 0
WASHINGTON POST CO CL B 939640108 862 1,781 SH   OTR 1 1,781 0 0
WASTE MGMT INC DEL COM 94106L109 8,648 214,430 SH   OTR 1 214,430 0 0
WATERS CORP COM 941848103 2,862 28,610 SH   OTR 1 28,610 0 0
WELLPOINT INC COM 94973V107 8,427 102,969 SH   OTR 1 102,969 0 0
WELLS FARGO & CO NEW COM 949746101 58,244 1,411,280 SH   OTR 1 1,411,280 0 0
WEYERHAEUSER CO COM 962166104 4,681 164,290 SH   OTR 1 164,290 0 0
WHIRLPOOL CORP COM 963320106 3,574 31,250 SH   OTR 1 31,250 0 0
WHOLE FOODS MKT INC COM 966837106 7,988 155,160 SH   OTR 1 155,160 0 0
WILLIAMS COS INC DEL COM 969457100 23,186 714,060 SH   OTR 1 714,060 0 0
WISCONSIN ENERGY CORP COM 976657106 13,826 337,300 SH   OTR 1 337,300 0 0
WISDOMTREE TRUST FUTRE STRAT FD 97717W125 3,781 90,300 SH   OTR 1 90,300 0 0
WPX ENERGY INC COM 98212B103 9,455 499,200 SH   OTR 1 499,200 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 3,069 53,627 SH   OTR 1 53,627 0 0
WYNN RESORTS LTD COM 983134107 4,031 31,489 SH   OTR 1 31,489 0 0
XCEL ENERGY INC COM 98389B100 20,960 739,600 SH   OTR 1 739,600 0 0
XL GROUP PLC SHS G98290102 2,515 82,950 SH   OTR 1 82,950 0 0
XYLEM INC COM 98419M100 2,233 82,880 SH   OTR 1 82,880 0 0
YUM BRANDS INC COM 988498101 12,319 177,664 SH   OTR 1 177,664 0 0
ZIMMER HLDGS INC COM 98956P102 15,298 204,140 SH   OTR 1 204,140 0 0
ZIONS BANCORPORATION COM 989701107 1,523 52,750 SH   OTR 1 52,750 0 0
ZOETIS INC CL A 98978V103 5,156 166,910 SH   OTR 1 166,910 0 0