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 43,897 367,618 SH   OTR 1 367,618 0 0
ABBOTT LABS COM 002824100 29,274 882,004 SH   OTR 1 882,004 0 0
ABBVIE INC COM 00287Y109 29,807 666,378 SH   OTR 1 666,378 0 0
ABERCROMBIE & FITCH CO CL A 002896207 1,373 38,825 SH   OTR 1 38,825 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 14,299 194,168 SH   OTR 1 194,168 0 0
ACE LTD SHS H0023R105 11,969 127,925 SH   OTR 1 127,925 0 0
ACTAVIS INC COM 00507K103 11,072 76,888 SH   OTR 1 76,888 0 0
ADOBE SYS INC COM 00724F101 7,501 144,412 SH   OTR 1 144,412 0 0
THE ADT CORPORATION COM 00101J106 4,486 110,328 SH   OTR 1 110,328 0 0
AETNA INC NEW COM 00817Y108 10,308 161,016 SH   OTR 1 161,016 0 0
AFLAC INC COM 001055102 22,124 356,901 SH   OTR 1 356,901 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 7,142 139,364 SH   OTR 1 139,364 0 0
AIR PRODS & CHEMS INC COM 009158106 39,083 366,735 SH   OTR 1 366,735 0 0
AIRGAS INC COM 009363102 12,339 116,355 SH   OTR 1 116,355 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 3,145 60,833 SH   OTR 1 60,833 0 0
ALASKA AIR GROUP INC COM 011659109 11,459 183,000 SH   OTR 1 183,000 0 0
ALCOA INC COM 013817101 15,316 1,886,182 SH   OTR 1 1,886,182 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 9,507 81,840 SH   OTR 1 81,840 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 5,854 191,810 SH   OTR 1 191,810 0 0
ALLERGAN INC COM 018490102 11,627 128,544 SH   OTR 1 128,544 0 0
ALLSTATE CORP COM 020002101 8,808 174,252 SH   OTR 1 174,252 0 0
ALTERA CORP COM 021441100 3,853 103,676 SH   OTR 1 103,676 0 0
AMAZON COM INC COM 023135106 69,466 222,192 SH   OTR 1 222,192 0 0
AMERICAN EXPRESS CO COM 025816109 26,351 348,930 SH   OTR 1 348,930 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 26,995 555,108 SH   OTR 1 555,108 0 0
AMERICAN TOWER CORP NEW COM 03027X100 11,014 148,573 SH   OTR 1 148,573 0 0
AMERIPRISE FINL INC COM 03076C106 6,842 75,122 SH   OTR 1 75,122 0 0
AMERISOURCEBERGEN CORP COM 03073E105 6,173 101,037 SH   OTR 1 101,037 0 0
AMETEK INC NEW COM 031100100 6,235 135,490 SH   OTR 1 135,490 0 0
AMGEN INC COM 031162100 35,446 316,652 SH   OTR 1 316,652 0 0
AMPHENOL CORP NEW CL A 032095101 3,978 51,404 SH   OTR 1 51,404 0 0
ANADARKO PETE CORP COM 032511107 30,217 324,954 SH   OTR 1 324,954 0 0
ANALOG DEVICES INC COM 032654105 4,654 98,911 SH   OTR 1 98,911 0 0
AON PLC SHS CL A G0408V102 8,646 116,142 SH   OTR 1 116,142 0 0
APACHE CORP COM 037411105 22,006 258,471 SH   OTR 1 258,471 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 1,542 55,186 SH   OTR 1 55,186 0 0
APPLE INC COM 037833100 147,382 309,139 SH   OTR 1 309,139 0 0
APPLIED MATLS INC COM 038222105 6,521 371,760 SH   OTR 1 371,760 0 0
ASSURANT INC COM 04621X108 1,506 27,845 SH   OTR 1 27,845 0 0
AT&T INC COM 00206R102 54,086 1,599,227 SH   OTR 1 1,599,227 0 0
AUTODESK INC COM 052769106 2,954 71,750 SH   OTR 1 71,750 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 10,726 148,189 SH   OTR 1 148,189 0 0
AUTONATION INC COM 05329W102 1,660 31,827 SH   OTR 1 31,827 0 0
AUTOZONE INC COM 053332102 7,448 17,618 SH   OTR 1 17,618 0 0
AVALONBAY CMNTYS INC COM 053484101 5,809 45,707 SH   OTR 1 45,707 0 0
AVERY DENNISON CORP COM 053611109 7,448 171,150 SH   OTR 1 171,150 0 0
AVIVA PLC ADR 05382A104 4,012 312,450 SH   OTR 1 312,450 0 0
BAKER HUGHES INC COM 057224107 16,002 325,910 SH   OTR 1 325,910 0 0
BALL CORP COM 058498106 11,453 255,194 SH   OTR 1 255,194 0 0
BANK OF AMERICA CORPORATION COM 060505104 55,747 4,039,669 SH   OTR 1 4,039,669 0 0
BANK OF NEW YORK MELLON CORP COM 064058100 13,057 432,484 SH   OTR 1 432,484 0 0
BARCLAYS PLC ADR 06738E204 3,222 189,066 SH   OTR 1 189,066 0 0
BARD C R INC COM 067383109 4,092 35,517 SH   OTR 1 35,517 0 0
BAXTER INTL INC COM 071813109 15,245 232,073 SH   OTR 1 232,073 0 0
BB&T CORP COM 054937107 20,311 601,822 SH   OTR 1 601,822 0 0
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 3,339 298,632 SH   OTR 1 298,632 0 0
BECTON DICKINSON & CO COM 075887109 8,362 83,604 SH   OTR 1 83,604 0 0
BED BATH & BEYOND INC COM 075896100 8,373 108,233 SH   OTR 1 108,233 0 0
BEMIS INC COM 081437105 7,094 181,852 SH   OTR 1 181,852 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 76,818 676,751 SH   OTR 1 676,751 0 0
BEST BUY INC COM 086516101 5,012 133,658 SH   OTR 1 133,658 0 0
BIOGEN IDEC INC COM 09062X103 36,075 149,838 SH   OTR 1 149,838 0 0
BLACKROCK INC COM 09247X101 23,090 85,324 SH   OTR 1 85,324 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 12,470 501,000 SH   OTR 1 501,000 0 0
BLOCK H & R INC COM 093671105 3,631 136,195 SH   OTR 1 136,195 0 0
BOEING CO COM 097023105 46,988 399,902 SH   OTR 1 399,902 0 0
BORGWARNER INC COM 099724106 5,801 57,216 SH   OTR 1 57,216 0 0
BOSTON PROPERTIES INC COM 101121101 6,127 57,315 SH   OTR 1 57,315 0 0
BOSTON SCIENTIFIC CORP COM 101137107 6,705 571,099 SH   OTR 1 571,099 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 32,263 697,127 SH   OTR 1 697,127 0 0
BROADCOM CORP CL A 111320107 4,461 171,525 SH   OTR 1 171,525 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 5,241 87,996 SH   OTR 1 87,996 0 0
CA INC COM 12673P105 3,087 104,053 SH   OTR 1 104,053 0 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 1,837 109,080 SH   OTR 1 109,080 0 0
CABOT OIL & GAS CORP COM 127097103 18,904 506,533 SH   OTR 1 506,533 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 12,791 219,136 SH   OTR 1 219,136 0 0
CANADIAN NAT RES LTD COM 136385101 2,924 93,000 SH   OTR 1 93,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 15,131 220,114 SH   OTR 1 220,114 0 0
CARDINAL HEALTH INC COM 14149Y108 7,487 143,558 SH   OTR 1 143,558 0 0
CAREFUSION CORP COM 14170T101 3,333 90,321 SH   OTR 1 90,321 0 0
CARMAX INC COM 143130102 5,430 112,028 SH   OTR 1 112,028 0 0
CARNIVAL CORP PAIRED CTF 143658300 7,107 217,753 SH   OTR 1 217,753 0 0
CATERPILLAR INC DEL COM 149123101 41,905 502,633 SH   OTR 1 502,633 0 0
CBRE GROUP INC CL A 12504L109 2,408 104,099 SH   OTR 1 104,099 0 0
CBS CORP NEW CL B 124857202 15,433 279,780 SH   OTR 1 279,780 0 0
CELGENE CORP COM 151020104 26,609 172,863 SH   OTR 1 172,863 0 0
CENTURYLINK INC COM 156700106 5,936 189,177 SH   OTR 1 189,177 0 0
CERNER CORP COM 156782104 6,532 124,308 SH   OTR 1 124,308 0 0
CF INDS HLDGS INC COM 125269100 33,618 159,456 SH   OTR 1 159,456 0 0
CHESAPEAKE ENERGY CORP COM 165167107 9,686 374,250 SH   OTR 1 374,250 0 0
CHEVRON CORP NEW COM 166764100 143,777 1,183,351 SH   OTR 1 1,183,351 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 6,550 15,278 SH   OTR 1 15,278 0 0
CHUBB CORP COM 171232101 8,580 96,119 SH   OTR 1 96,119 0 0
CIGNA CORPORATION COM 125509109 9,453 122,996 SH   OTR 1 122,996 0 0
CINCINNATI FINL CORP COM 172062101 2,614 55,421 SH   OTR 1 55,421 0 0
CINTAS CORP COM 172908105 3,501 68,385 SH   OTR 1 68,385 0 0
CISCO SYS INC COM 17275R102 47,883 2,044,540 SH   OTR 1 2,044,540 0 0
CITIGROUP INC COM NEW 172967424 55,467 1,143,408 SH   OTR 1 1,143,408 0 0
CITRIX SYS INC COM 177376100 15,404 218,156 SH   OTR 1 218,156 0 0
CLIFFS NATURAL RESOURCES INC COM 18683K101 5,592 272,771 SH   OTR 1 272,771 0 0
CME GROUP INC COM 12572Q105 8,732 118,191 SH   OTR 1 118,191 0 0
COACH INC COM 189754104 19,171 351,566 SH   OTR 1 351,566 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 7,755 94,435 SH   OTR 1 94,435 0 0
COMCAST CORP NEW CL A 20030N101 69,858 1,547,244 SH   OTR 1 1,547,244 0 0
COMERICA INC COM 200340107 2,760 70,202 SH   OTR 1 70,202 0 0
COMPUTER SCIENCES CORP COM 205363104 2,431 46,994 SH   OTR 1 46,994 0 0
CONOCOPHILLIPS COM 20825C104 34,876 501,734 SH   OTR 1 501,734 0 0
CONSOL ENERGY INC COM 20854P109 6,840 203,272 SH   OTR 1 203,272 0 0
CONTINENTAL RESOURCES INC COM 212015101 12,013 112,000 SH   OTR 1 112,000 0 0
CORNING INC COM 219350105 6,543 448,464 SH   OTR 1 448,464 0 0
COVIDIEN PLC SHS G2554F113 11,810 193,798 SH   OTR 1 193,798 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 3,457 113,157 SH   OTR 1 113,157 0 0
CROWN CASTLE INTL CORP COM 228227104 6,449 88,308 SH   OTR 1 88,308 0 0
CSX CORP COM 126408103 17,453 678,068 SH   OTR 1 678,068 0 0
CUMMINS INC COM 231021106 36,020 271,095 SH   OTR 1 271,095 0 0
D R HORTON INC COM 23331A109 2,750 141,529 SH   OTR 1 141,529 0 0
DANAHER CORP DEL COM 235851102 25,718 371,007 SH   OTR 1 371,007 0 0
DARDEN RESTAURANTS INC COM 237194105 2,988 64,547 SH   OTR 1 64,547 0 0
DAVITA INC COM 23918K108 4,230 74,339 SH   OTR 1 74,339 0 0
DEERE & CO COM 244199105 29,712 365,053 SH   OTR 1 365,053 0 0
DELL INC COM 24702R101 6,149 446,562 SH   OTR 1 446,562 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 8,205 140,457 SH   OTR 1 140,457 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 11,171 473,538 SH   OTR 1 473,538 0 0
DENBURY RES INC COM NEW 247916208 7,668 416,491 SH   OTR 1 416,491 0 0
DENTSPLY INTL INC NEW COM 249030107 2,611 60,137 SH   OTR 1 60,137 0 0
DEVON ENERGY CORP NEW COM 25179M103 14,122 244,491 SH   OTR 1 244,491 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 3,931 63,072 SH   OTR 1 63,072 0 0
DIRECTV COM 25490A309 15,176 253,986 SH   OTR 1 253,986 0 0
DISCOVER FINL SVCS COM 254709108 9,158 181,206 SH   OTR 1 181,206 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 9,691 114,800 SH   OTR 1 114,800 0 0
DISNEY WALT CO COM DISNEY 254687106 53,060 822,759 SH   OTR 1 822,759 0 0
DOLLAR GEN CORP NEW COM 256677105 8,364 148,140 SH   OTR 1 148,140 0 0
DOLLAR TREE INC COM 256746108 6,328 110,701 SH   OTR 1 110,701 0 0
DOVER CORP COM 260003108 21,832 243,040 SH   OTR 1 243,040 0 0
DOW CHEM CO COM 260543103 81,076 2,111,354 SH   OTR 1 2,111,354 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 94,348 1,611,133 SH   OTR 1 1,611,133 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 2,219 21,371 SH   OTR 1 21,371 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 1,796 108,875 SH   OTR 1 108,875 0 0
EASTMAN CHEM CO COM 277432100 21,058 270,316 SH   OTR 1 270,316 0 0
EATON CORP PLC SHS G29183103 22,023 319,913 SH   OTR 1 319,913 0 0
EBAY INC COM 278642103 19,906 356,809 SH   OTR 1 356,809 0 0
ECOLAB INC COM 278865100 44,238 447,931 SH   OTR 1 447,931 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 3,316 47,629 SH   OTR 1 47,629 0 0
ELECTRONIC ARTS INC COM 285512109 2,520 98,637 SH   OTR 1 98,637 0 0
E M C CORP MASS COM 268648102 27,097 1,060,146 SH   OTR 1 1,060,146 0 0
EMERSON ELEC CO COM 291011104 27,026 417,705 SH   OTR 1 417,705 0 0
ENSCO PLC SHS CLASS A G3157S106 6,970 129,666 SH   OTR 1 129,666 0 0
EOG RES INC COM 26875P101 31,215 184,396 SH   OTR 1 184,396 0 0
EQT CORP COM 26884L109 7,417 83,598 SH   OTR 1 83,598 0 0
EQUIFAX INC COM 294429105 5,455 91,151 SH   OTR 1 91,151 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 6,747 125,950 SH   OTR 1 125,950 0 0
EXPEDIA INC DEL COM NEW 30212P303 2,767 53,431 SH   OTR 1 53,431 0 0
EXPEDITORS INTL WASH INC COM 302130109 5,061 114,873 SH   OTR 1 114,873 0 0
EXPRESS INC COM 30219E103 11,229 476,000 SH   OTR 1 476,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 22,259 360,296 SH   OTR 1 360,296 0 0
EXXON MOBIL CORP COM 30231G102 141,878 1,648,978 SH   OTR 1 1,648,978 0 0
F5 NETWORKS INC COM 315616102 2,018 23,533 SH   OTR 1 23,533 0 0
FAMILY DLR STORES INC COM 307000109 3,460 48,048 SH   OTR 1 48,048 0 0
FASTENAL CO COM 311900104 7,574 150,735 SH   OTR 1 150,735 0 0
FEDEX CORP COM 31428X106 20,075 175,926 SH   OTR 1 175,926 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 4,463 96,112 SH   OTR 1 96,112 0 0
FIFTH THIRD BANCORP COM 316773100 17,397 964,336 SH   OTR 1 964,336 0 0
FIRST SOLAR INC COM 336433107 837 20,828 SH   OTR 1 20,828 0 0
FISERV INC COM 337738108 4,184 41,403 SH   OTR 1 41,403 0 0
FLIR SYS INC COM 302445101 1,461 46,542 SH   OTR 1 46,542 0 0
FLOWSERVE CORP COM 34354P105 4,843 77,619 SH   OTR 1 77,619 0 0
FLUOR CORP NEW COM 343412102 9,291 130,931 SH   OTR 1 130,931 0 0
F M C CORP COM NEW 302491303 17,171 239,414 SH   OTR 1 239,414 0 0
FMC TECHNOLOGIES INC COM 30249U101 13,096 236,311 SH   OTR 1 236,311 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 44,436 2,634,019 SH   OTR 1 2,634,019 0 0
FOREST LABS INC COM 345838106 4,309 100,709 SH   OTR 1 100,709 0 0
FOSSIL GROUP INC COM 34988V106 2,900 24,950 SH   OTR 1 24,950 0 0
FRANKLIN RES INC COM 354613101 7,742 153,150 SH   OTR 1 153,150 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 71,874 2,172,726 SH   OTR 1 2,172,726 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 1,492 357,681 SH   OTR 1 357,681 0 0
GAMESTOP CORP NEW CL A 36467W109 2,887 58,150 SH   OTR 1 58,150 0 0
GANNETT INC COM 364730101 3,057 114,115 SH   OTR 1 114,115 0 0
GAP INC DEL COM 364760108 5,530 137,285 SH   OTR 1 137,285 0 0
GARMIN LTD SHS H2906T109 2,765 61,193 SH   OTR 1 61,193 0 0
GENERAL DYNAMICS CORP COM 369550108 17,482 199,743 SH   OTR 1 199,743 0 0
GENERAL ELECTRIC CO COM 369604103 99,460 4,163,236 SH   OTR 1 4,163,236 0 0
GENERAL MTRS CO COM 37045V100 16,842 468,221 SH   OTR 1 468,221 0 0
GENUINE PARTS CO COM 372460105 6,247 77,224 SH   OTR 1 77,224 0 0
GENWORTH FINL INC COM CL A 37247D106 2,370 185,304 SH   OTR 1 185,304 0 0
GILEAD SCIENCES INC COM 375558103 51,551 820,352 SH   OTR 1 820,352 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 35,129 222,040 SH   OTR 1 222,040 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 15,553 692,796 SH   OTR 1 692,796 0 0
GOOGLE INC CL A 38259P508 84,445 96,408 SH   OTR 1 96,408 0 0
GRAINGER W W INC COM 384802104 11,712 44,751 SH   OTR 1 44,751 0 0
HALLIBURTON CO COM 406216101 27,063 562,054 SH   OTR 1 562,054 0 0
HARLEY DAVIDSON INC COM 412822108 7,188 111,889 SH   OTR 1 111,889 0 0
HARMAN INTL INDS INC COM 413086109 2,188 33,030 SH   OTR 1 33,030 0 0
HARRIS CORP DEL COM 413875105 2,090 35,244 SH   OTR 1 35,244 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 5,321 170,975 SH   OTR 1 170,975 0 0
HASBRO INC COM 418056107 2,667 56,585 SH   OTR 1 56,585 0 0
HCP INC COM 40414L109 7,007 171,119 SH   OTR 1 171,119 0 0
HEALTH CARE REIT INC COM 42217K106 6,727 107,840 SH   OTR 1 107,840 0 0
HELMERICH & PAYNE INC COM 423452101 15,865 230,098 SH   OTR 1 230,098 0 0
HESS CORP COM 42809H107 15,398 199,097 SH   OTR 1 199,097 0 0
HEWLETT PACKARD CO COM 428236103 10,092 481,048 SH   OTR 1 481,048 0 0
HOME DEPOT INC COM 437076102 53,807 709,387 SH   OTR 1 709,387 0 0
HONEYWELL INTL INC COM 438516106 37,966 457,198 SH   OTR 1 457,198 0 0
HOSPIRA INC COM 441060100 2,779 70,868 SH   OTR 1 70,868 0 0
HOST HOTELS & RESORTS INC COM 44107P104 4,984 282,050 SH   OTR 1 282,050 0 0
HUDSON CITY BANCORP COM 443683107 1,645 181,731 SH   OTR 1 181,731 0 0
HUMANA INC COM 444859102 6,661 71,370 SH   OTR 1 71,370 0 0
HUNTINGTON BANCSHARES INC COM 446150104 2,577 311,941 SH   OTR 1 311,941 0 0
ILLINOIS TOOL WKS INC COM 452308109 18,446 241,854 SH   OTR 1 241,854 0 0
INGERSOLL-RAND PLC SHS G47791101 9,702 149,404 SH   OTR 1 149,404 0 0
INTEL CORP COM 458140100 29,315 1,278,998 SH   OTR 1 1,278,998 0 0
INTERCONTINENTALEXCHANGE INC COM 45865V100 4,975 27,425 SH   OTR 1 27,425 0 0
INTERPUBLIC GROUP COS INC COM 460690100 3,575 208,074 SH   OTR 1 208,074 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 57,421 310,081 SH   OTR 1 310,081 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 11,832 143,769 SH   OTR 1 143,769 0 0
INTERNATIONAL GAME TECHNOLOG COM 459902102 2,443 129,049 SH   OTR 1 129,049 0 0
INTL PAPER CO COM 460146103 34,945 780,031 SH   OTR 1 780,031 0 0
INTUIT COM 461202103 6,233 94,003 SH   OTR 1 94,003 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 6,276 16,679 SH   OTR 1 16,679 0 0
INVESCO LTD SHS G491BT108 5,291 165,871 SH   OTR 1 165,871 0 0
IRON MTN INC COM 462846106 2,587 95,741 SH   OTR 1 95,741 0 0
ISHARES MSCI CDA ETF 464286509 22,014 777,590 SH   OTR 1 777,590 0 0
ISHARES MSCI PAC JP ETF 464286665 21,882 459,220 SH   OTR 1 459,220 0 0
ISHARES MSCI JAPAN ETF 464286848 25,894 2,174,120 SH   OTR 1 2,174,120 0 0
ISHARES MSCI EMG MKT ETF 464287234 65,883 1,615,960 SH   OTR 1 1,615,960 0 0
ISHARES IBOXX INV CP ETF 464287242 43,735 385,260 SH   OTR 1 385,260 0 0
ISHARES U.S. REAL ES ETF 464287739 28,237 442,860 SH   OTR 1 442,860 0 0
ISHARES IBOXX HI YD ETF 464288513 43,149 471,270 SH   OTR 1 471,270 0 0
JABIL CIRCUIT INC COM 466313103 12,249 565,011 SH   OTR 1 565,011 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 4,222 72,562 SH   OTR 1 72,562 0 0
JDS UNIPHASE CORP COM PAR $0.001 46612J507 1,334 90,677 SH   OTR 1 90,677 0 0
JOHNSON & JOHNSON COM 478160104 102,683 1,184,481 SH   OTR 1 1,184,481 0 0
JOHNSON CTLS INC COM 478366107 14,137 340,644 SH   OTR 1 340,644 0 0
JOY GLOBAL INC COM 481165108 3,033 59,433 SH   OTR 1 59,433 0 0
JPMORGAN CHASE & CO COM 46625H100 83,402 1,613,500 SH   OTR 1 1,613,500 0 0
JUNIPER NETWORKS INC COM 48203R104 3,128 157,502 SH   OTR 1 157,502 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 6,653 60,834 SH   OTR 1 60,834 0 0
KEYCORP NEW COM 493267108 3,936 345,283 SH   OTR 1 345,283 0 0
KIMCO RLTY CORP COM 49446R109 3,102 153,732 SH   OTR 1 153,732 0 0
KINDER MORGAN INC DEL COM 49456B101 13,296 373,795 SH   OTR 1 373,795 0 0
KLA-TENCOR CORP COM 482480100 3,265 53,651 SH   OTR 1 53,651 0 0
KOHLS CORP COM 500255104 5,256 101,562 SH   OTR 1 101,562 0 0
L BRANDS INC COM 501797104 7,400 121,108 SH   OTR 1 121,108 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 4,737 50,130 SH   OTR 1 50,130 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 3,763 37,959 SH   OTR 1 37,959 0 0
LAM RESEARCH CORP COM 512807108 2,516 49,155 SH   OTR 1 49,155 0 0
LEAR CORP COM NEW 521865204 11,952 167,000 SH   OTR 1 167,000 0 0
LEGG MASON INC COM 524901105 1,364 40,795 SH   OTR 1 40,795 0 0
LEGGETT & PLATT INC COM 524660107 2,090 69,305 SH   OTR 1 69,305 0 0
LENNAR CORP CL A 526057104 2,923 82,563 SH   OTR 1 82,563 0 0
LEUCADIA NATL CORP COM 527288104 3,213 117,952 SH   OTR 1 117,952 0 0
LIFE TECHNOLOGIES CORP COM 53217V109 5,432 72,586 SH   OTR 1 72,586 0 0
LILLY ELI & CO COM 532457108 21,023 417,696 SH   OTR 1 417,696 0 0
LINCOLN NATL CORP IND COM 534187109 15,462 368,234 SH   OTR 1 368,234 0 0
LINEAR TECHNOLOGY CORP COM 535678106 2,988 75,341 SH   OTR 1 75,341 0 0
LOCKHEED MARTIN CORP COM 539830109 20,128 157,802 SH   OTR 1 157,802 0 0
LOEWS CORP COM 540424108 5,348 114,429 SH   OTR 1 114,429 0 0
LOWES COS INC COM 548661107 24,805 521,014 SH   OTR 1 521,014 0 0
LSI CORPORATION COM 502161102 1,422 181,869 SH   OTR 1 181,869 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 57,084 779,512 SH   OTR 1 779,512 0 0
M & T BK CORP COM 55261F104 5,475 48,916 SH   OTR 1 48,916 0 0
MACERICH CO COM 554382101 2,983 52,849 SH   OTR 1 52,849 0 0
MACYS INC COM 55616P104 8,099 187,176 SH   OTR 1 187,176 0 0
MARATHON OIL CORP COM 565849106 16,129 462,427 SH   OTR 1 462,427 0 0
MARATHON PETE CORP COM 56585A102 11,175 173,740 SH   OTR 1 173,740 0 0
MARKET VECTORS ETF TR AGRIBUS ETF 57060U605 3,983 77,600 SH   OTR 1 77,600 0 0
MARKET VECTORS ETF TR COAL ETF 57060U837 3,794 199,700 SH   OTR 1 199,700 0 0
MARRIOTT INTL INC NEW CL A 571903202 4,753 112,999 SH   OTR 1 112,999 0 0
MARSH & MCLENNAN COS INC COM 571748102 8,952 205,547 SH   OTR 1 205,547 0 0
MASCO CORP COM 574599106 4,704 221,051 SH   OTR 1 221,051 0 0
MASTERCARD INC CL A 57636Q104 33,265 49,444 SH   OTR 1 49,444 0 0
MATTEL INC COM 577081102 7,175 171,406 SH   OTR 1 171,406 0 0
MCDONALDS CORP COM 580135101 47,630 495,061 SH   OTR 1 495,061 0 0
MCGRAW HILL COS INC COM 580645109 6,732 102,639 SH   OTR 1 102,639 0 0
MCKESSON CORP COM 58155Q103 12,730 99,220 SH   OTR 1 99,220 0 0
MEADWESTVACO CORP COM 583334107 11,988 312,347 SH   OTR 1 312,347 0 0
MEDTRONIC INC COM 585055106 22,482 422,194 SH   OTR 1 422,194 0 0
MERCK & CO INC NEW COM 58933Y105 58,561 1,230,010 SH   OTR 1 1,230,010 0 0
METLIFE INC COM 59156R108 19,773 421,142 SH   OTR 1 421,142 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 2,623 65,108 SH   OTR 1 65,108 0 0
MICRON TECHNOLOGY INC COM 595112103 5,815 332,866 SH   OTR 1 332,866 0 0
MICROSOFT CORP COM 594918104 76,030 2,282,507 SH   OTR 1 2,282,507 0 0
MOLEX INC COM 608554101 1,857 48,217 SH   OTR 1 48,217 0 0
MONSANTO CO NEW COM 61166W101 97,072 930,071 SH   OTR 1 930,071 0 0
MOODYS CORP COM 615369105 5,090 72,376 SH   OTR 1 72,376 0 0
MORGAN STANLEY COM NEW 617446448 14,091 522,872 SH   OTR 1 522,872 0 0
MOSAIC CO NEW COM 61945C103 25,657 596,408 SH   OTR 1 596,408 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 4,333 72,973 SH   OTR 1 72,973 0 0
MURPHY OIL CORP COM 626717102 7,983 132,343 SH   OTR 1 132,343 0 0
MYLAN INC COM 628530107 6,196 162,326 SH   OTR 1 162,326 0 0
NABORS INDUSTRIES LTD SHS G6359F103 4,264 265,475 SH   OTR 1 265,475 0 0
NASDAQ OMX GROUP INC COM 631103108 1,424 44,387 SH   OTR 1 44,387 0 0
NATIONAL OILWELL VARCO INC COM 637071101 23,524 301,161 SH   OTR 1 301,161 0 0
NETAPP INC COM 64110D104 16,445 385,862 SH   OTR 1 385,862 0 0
NETFLIX INC COM 64110L106 9,071 29,337 SH   OTR 1 29,337 0 0
NEWELL RUBBERMAID INC COM 651229106 3,898 141,739 SH   OTR 1 141,739 0 0
NEWFIELD EXPL CO COM 651290108 2,064 75,428 SH   OTR 1 75,428 0 0
NEWMONT MINING CORP COM 651639106 24,495 871,711 SH   OTR 1 871,711 0 0
NEWS CORP NEW CL A 65249B109 3,974 247,437 SH   OTR 1 247,437 0 0
NIDEC CORP SPONSORED ADR 654090109 4,086 193,200 SH   OTR 1 193,200 0 0
NIELSEN HOLDINGS NV COM N63218106 4,313 118,323 SH   OTR 1 118,323 0 0
NIKE INC CL B 654106103 27,021 371,983 SH   OTR 1 371,983 0 0
NIPPON TELEG & TEL CORP SPONSORED ADR 654624105 2,722 104,450 SH   OTR 1 104,450 0 0
NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 5,313 140,675 SH   OTR 1 140,675 0 0
NOBLE ENERGY INC COM 655044105 18,206 271,684 SH   OTR 1 271,684 0 0
NORDSTROM INC COM 655664100 4,035 71,792 SH   OTR 1 71,792 0 0
NORFOLK SOUTHERN CORP COM 655844108 15,637 202,162 SH   OTR 1 202,162 0 0
NORTHERN TR CORP COM 665859104 4,618 84,905 SH   OTR 1 84,905 0 0
NORTHROP GRUMMAN CORP COM 666807102 13,080 137,305 SH   OTR 1 137,305 0 0
NUCOR CORP COM 670346105 27,317 557,253 SH   OTR 1 557,253 0 0
NVIDIA CORP COM 67066G104 2,866 184,187 SH   OTR 1 184,187 0 0
NYSE EURONEXT COM 629491101 3,840 91,465 SH   OTR 1 91,465 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 6,887 53,977 SH   OTR 1 53,977 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 36,522 390,441 SH   OTR 1 390,441 0 0
OMNICOM GROUP INC COM 681919106 8,139 128,301 SH   OTR 1 128,301 0 0
ORACLE CORP COM 68389X105 35,812 1,079,638 SH   OTR 1 1,079,638 0 0
OWENS ILL INC COM NEW 690768403 8,706 290,008 SH   OTR 1 290,008 0 0
PACCAR INC COM 693718108 12,654 227,341 SH   OTR 1 227,341 0 0
PALL CORP COM 696429307 6,956 90,288 SH   OTR 1 90,288 0 0
PARKER HANNIFIN CORP COM 701094104 23,365 214,911 SH   OTR 1 214,911 0 0
PATTERSON COMPANIES INC COM 703395103 1,445 35,940 SH   OTR 1 35,940 0 0
PAYCHEX INC COM 704326107 4,177 102,778 SH   OTR 1 102,778 0 0
PEABODY ENERGY CORP COM 704549104 3,724 215,898 SH   OTR 1 215,898 0 0
PENNEY J C INC COM 708160106 1,330 150,830 SH   OTR 1 150,830 0 0
PENTAIR LTD SHS H6169Q108 7,145 110,018 SH   OTR 1 110,018 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 1,738 120,866 SH   OTR 1 120,866 0 0
PEPSICO INC COM 713448108 10,176 128,000 SH   OTR 1 128,000 0 0
PERKINELMER INC COM 714046109 1,797 47,594 SH   OTR 1 47,594 0 0
PERRIGO CO COM 714290103 4,893 39,657 SH   OTR 1 39,657 0 0
PETSMART INC COM 716768106 3,938 51,637 SH   OTR 1 51,637 0 0
PFIZER INC COM 717081103 79,889 2,782,624 SH   OTR 1 2,782,624 0 0
PHILLIPS 66 COM 718546104 19,695 340,630 SH   OTR 1 340,630 0 0
PIONEER NAT RES CO COM 723787107 32,908 174,302 SH   OTR 1 174,302 0 0
PITNEY BOWES INC COM 724479100 2,378 130,726 SH   OTR 1 130,726 0 0
PLUM CREEK TIMBER CO INC COM 729251108 2,822 60,260 SH   OTR 1 60,260 0 0
PNC FINL SVCS GROUP INC COM 693475105 14,479 199,855 SH   OTR 1 199,855 0 0
POWERSHARES DB CMDTY IDX TRA UNIT BEN INT 73935S105 20,922 812,200 SH   OTR 1 812,200 0 0
POWERSHARES DB G10 CURCY HAR COM UT BEN INT 73935Y102 31,156 1,219,400 SH   OTR 1 1,219,400 0 0
PPG INDS INC COM 693506107 41,752 249,923 SH   OTR 1 249,923 0 0
PRAXAIR INC COM 74005P104 61,839 514,423 SH   OTR 1 514,423 0 0
PRECISION CASTPARTS CORP COM 740189105 18,263 80,369 SH   OTR 1 80,369 0 0
PRICE T ROWE GROUP INC COM 74144T108 18,262 253,882 SH   OTR 1 253,882 0 0
PRICELINE COM INC COM NEW 741503403 25,866 25,586 SH   OTR 1 25,586 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 4,424 103,322 SH   OTR 1 103,322 0 0
PROGRESSIVE CORP OHIO COM 743315103 5,661 207,909 SH   OTR 1 207,909 0 0
PROLOGIS INC COM 74340W103 7,052 187,444 SH   OTR 1 187,444 0 0
PRUDENTIAL FINL INC COM 744320102 13,664 175,230 SH   OTR 1 175,230 0 0
PRUDENTIAL PLC ADR 74435K204 3,813 102,150 SH   OTR 1 102,150 0 0
PUBLIC STORAGE COM 74460D109 8,694 54,153 SH   OTR 1 54,153 0 0
PULTE GROUP INC COM 745867101 2,868 173,834 SH   OTR 1 173,834 0 0
PVH CORP COM 693656100 4,880 41,118 SH   OTR 1 41,118 0 0
QEP RES INC COM 74733V100 2,753 99,422 SH   OTR 1 99,422 0 0
QUALCOMM INC COM 747525103 46,722 693,615 SH   OTR 1 693,615 0 0
QUANTA SVCS INC COM 74762E102 3,247 118,042 SH   OTR 1 118,042 0 0
QUEST DIAGNOSTICS INC COM 74834L100 4,101 66,371 SH   OTR 1 66,371 0 0
RALPH LAUREN CORP CL A 751212101 4,983 30,252 SH   OTR 1 30,252 0 0
RANGE RES CORP COM 75281A109 10,809 142,430 SH   OTR 1 142,430 0 0
RAYTHEON CO COM NEW 755111507 15,017 194,845 SH   OTR 1 194,845 0 0
RED HAT INC COM 756577102 2,861 62,010 SH   OTR 1 62,010 0 0
REGENERON PHARMACEUTICALS COM 75886F107 10,284 32,876 SH   OTR 1 32,876 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 4,922 531,533 SH   OTR 1 531,533 0 0
REPUBLIC SVCS INC COM 760759100 5,004 149,994 SH   OTR 1 149,994 0 0
ROBERT HALF INTL INC COM 770323103 4,233 108,464 SH   OTR 1 108,464 0 0
ROCKWELL AUTOMATION INC COM 773903109 10,597 99,093 SH   OTR 1 99,093 0 0
ROCKWELL COLLINS INC COM 774341101 6,541 96,391 SH   OTR 1 96,391 0 0
ROPER INDS INC NEW COM 776696106 7,280 54,790 SH   OTR 1 54,790 0 0
ROSS STORES INC COM 778296103 7,874 108,154 SH   OTR 1 108,154 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 6,848 186,488 SH   OTR 1 186,488 0 0
RYDER SYS INC COM 783549108 3,131 52,438 SH   OTR 1 52,438 0 0
SAFEWAY INC COM NEW 786514208 12,380 387,000 SH   OTR 1 387,000 0 0
SALESFORCE COM INC COM 79466L302 9,200 177,221 SH   OTR 1 177,221 0 0
SANDISK CORP COM 80004C101 4,703 79,022 SH   OTR 1 79,022 0 0
SAP AG SPON ADR 803054204 2,986 40,400 SH   OTR 1 40,400 0 0
SCHLUMBERGER LTD COM 806857108 79,660 901,536 SH   OTR 1 901,536 0 0
SCHWAB CHARLES CORP NEW COM 808513105 9,193 434,853 SH   OTR 1 434,853 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 4,249 54,400 SH   OTR 1 54,400 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 4,126 94,327 SH   OTR 1 94,327 0 0
SEALED AIR CORP NEW COM 81211K100 9,400 345,716 SH   OTR 1 345,716 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 346,479 5,714,650 SH   OTR 1 5,714,650 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 430,073 8,504,500 SH   OTR 1 8,504,500 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 344,282 8,197,180 SH   OTR 1 8,197,180 0 0
SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 336,602 4,061,320 SH   OTR 1 4,061,320 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 338,759 17,005,990 SH   OTR 1 17,005,990 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 347,778 7,500,070 SH   OTR 1 7,500,070 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 340,920 10,643,780 SH   OTR 1 10,643,780 0 0
SHERWIN WILLIAMS CO COM 824348106 27,792 152,550 SH   OTR 1 152,550 0 0
SIGMA ALDRICH CORP COM 826552101 17,991 210,916 SH   OTR 1 210,916 0 0
SIMON PPTY GROUP INC NEW COM 828806109 17,294 116,672 SH   OTR 1 116,672 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 2,992 131,800 SH   OTR 1 131,800 0 0
SLM CORP COM 78442P106 4,070 163,459 SH   OTR 1 163,459 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 3,006 48,150 SH   OTR 1 48,150 0 0
SNAP ON INC COM 833034101 3,204 32,204 SH   OTR 1 32,204 0 0
SOUTHWEST AIRLS CO COM 844741108 6,223 427,395 SH   OTR 1 427,395 0 0
SOUTHWESTERN ENERGY CO COM 845467109 9,075 249,443 SH   OTR 1 249,443 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 28,535 169,750 SH   OTR 1 169,750 0 0
SPECTRA ENERGY CORP COM 847560109 17,108 499,806 SH   OTR 1 499,806 0 0
ST JUDE MED INC COM 790849103 6,668 124,305 SH   OTR 1 124,305 0 0
STANLEY BLACK & DECKER INC COM 854502101 8,008 88,418 SH   OTR 1 88,418 0 0
STAPLES INC COM 855030102 4,792 327,092 SH   OTR 1 327,092 0 0
STARBUCKS CORP COM 855244109 28,766 373,733 SH   OTR 1 373,733 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 6,416 96,551 SH   OTR 1 96,551 0 0
STATE STR CORP COM 857477103 11,024 167,667 SH   OTR 1 167,667 0 0
STERICYCLE INC COM 858912108 5,473 47,427 SH   OTR 1 47,427 0 0
STRYKER CORP COM 863667101 8,538 126,314 SH   OTR 1 126,314 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 3,020 310,400 SH   OTR 1 310,400 0 0
SUNTRUST BKS INC COM 867914103 6,574 202,786 SH   OTR 1 202,786 0 0
SYMANTEC CORP COM 871503108 5,378 217,276 SH   OTR 1 217,276 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 3,509 206,900 SH   OTR 1 206,900 0 0
TARGET CORP COM 87612E106 20,084 313,907 SH   OTR 1 313,907 0 0
TATA MTRS LTD SPONSORED ADR 876568502 3,268 122,750 SH   OTR 1 122,750 0 0
TE CONNECTIVITY LTD REG SHS H84989104 6,445 124,478 SH   OTR 1 124,478 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 1,829 44,410 SH   OTR 1 44,410 0 0
TERADATA CORP DEL COM 88076W103 2,984 53,822 SH   OTR 1 53,822 0 0
TERADYNE INC COM 880770102 1,192 72,151 SH   OTR 1 72,151 0 0
TESORO CORP COM 881609101 19,473 442,759 SH   OTR 1 442,759 0 0
TEXAS INSTRS INC COM 882508104 13,562 336,769 SH   OTR 1 336,769 0 0
TEXTRON INC COM 883203101 5,385 195,047 SH   OTR 1 195,047 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 13,963 151,529 SH   OTR 1 151,529 0 0
TIFFANY & CO NEW COM 886547108 4,197 54,782 SH   OTR 1 54,782 0 0
TIME WARNER CABLE INC COM 88732J207 15,865 142,160 SH   OTR 1 142,160 0 0
TIME WARNER INC COM NEW 887317303 29,986 455,644 SH   OTR 1 455,644 0 0
TJX COS INC NEW COM 872540109 20,060 355,744 SH   OTR 1 355,744 0 0
TORCHMARK CORP COM 891027104 2,472 34,171 SH   OTR 1 34,171 0 0
TOTAL SYS SVCS INC COM 891906109 1,688 57,373 SH   OTR 1 57,373 0 0
TRAVELERS COMPANIES INC COM 89417E109 11,904 140,430 SH   OTR 1 140,430 0 0
TRINITY INDS INC COM 896522109 11,292 249,000 SH   OTR 1 249,000 0 0
TRIPADVISOR INC COM 896945201 4,207 55,477 SH   OTR 1 55,477 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 32,951 983,609 SH   OTR 1 983,609 0 0
TYCO INTERNATIONAL LTD SHS H89128104 8,928 255,228 SH   OTR 1 255,228 0 0
US BANCORP DEL COM NEW 902973304 35,930 982,229 SH   OTR 1 982,229 0 0
UNION PAC CORP COM 907818108 54,331 349,758 SH   OTR 1 349,758 0 0
UNITED PARCEL SERVICE INC CL B 911312106 37,079 405,817 SH   OTR 1 405,817 0 0
UNITED STATES STL CORP NEW COM 912909108 5,311 257,956 SH   OTR 1 257,956 0 0
UNITED TECHNOLOGIES CORP COM 913017109 52,209 484,228 SH   OTR 1 484,228 0 0
UNITEDHEALTH GROUP INC COM 91324P102 42,454 592,846 SH   OTR 1 592,846 0 0
UNUM GROUP COM 91529Y106 3,018 99,160 SH   OTR 1 99,160 0 0
URBAN OUTFITTERS INC COM 917047102 2,032 55,250 SH   OTR 1 55,250 0 0
VALERO ENERGY CORP NEW COM 91913Y100 25,233 738,899 SH   OTR 1 738,899 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 72,692 1,333,550 SH   OTR 1 1,333,550 0 0
VARIAN MED SYS INC COM 92220P105 3,356 44,915 SH   OTR 1 44,915 0 0
VENTAS INC COM 92276F100 6,770 110,088 SH   OTR 1 110,088 0 0
VERISIGN INC COM 92343E102 2,285 44,900 SH   OTR 1 44,900 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 51,294 1,099,308 SH   OTR 1 1,099,308 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 7,418 97,850 SH   OTR 1 97,850 0 0
V F CORP COM 918204108 8,658 43,497 SH   OTR 1 43,497 0 0
VIACOM INC NEW CL B 92553P201 18,044 215,891 SH   OTR 1 215,891 0 0
VISA INC COM CL A 92826C839 29,705 155,440 SH   OTR 1 155,440 0 0
VORNADO RLTY TR SH BEN INT 929042109 5,496 65,376 SH   OTR 1 65,376 0 0
VULCAN MATLS CO COM 929160109 11,888 229,456 SH   OTR 1 229,456 0 0
WASHINGTON POST CO CL B 939640108 1,332 2,179 SH   OTR 1 2,179 0 0
WASTE MGMT INC DEL COM 94106L109 10,831 262,643 SH   OTR 1 262,643 0 0
WATERS CORP COM 941848103 3,814 35,906 SH   OTR 1 35,906 0 0
WELLPOINT INC COM 94973V107 10,811 129,308 SH   OTR 1 129,308 0 0
WELLS FARGO & CO NEW COM 949746101 75,078 1,816,998 SH   OTR 1 1,816,998 0 0
WESTERN DIGITAL CORP COM 958102105 4,233 66,769 SH   OTR 1 66,769 0 0
WESTERN UN CO COM 959802109 3,211 172,068 SH   OTR 1 172,068 0 0
WEYERHAEUSER CO COM 962166104 6,249 218,263 SH   OTR 1 218,263 0 0
WHIRLPOOL CORP COM 963320106 5,837 39,861 SH   OTR 1 39,861 0 0
WILLIAMS COS INC DEL COM 969457100 19,529 537,096 SH   OTR 1 537,096 0 0
WINDSTREAM HLDGS INC COM 97382A101 1,560 195,028 SH   OTR 1 195,028 0 0
WISDOMTREE TRUST FUTRE STRAT FD 97717W125 2,765 66,700 SH   OTR 1 66,700 0 0
WPX ENERGY INC COM 98212B103 13,705 711,557 SH   OTR 1 711,557 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 4,062 66,623 SH   OTR 1 66,623 0 0
WYNN RESORTS LTD COM 983134107 6,360 40,248 SH   OTR 1 40,248 0 0
XEROX CORP COM 984121103 3,832 372,440 SH   OTR 1 372,440 0 0
XILINX INC COM 983919101 4,023 85,858 SH   OTR 1 85,858 0 0
XL GROUP PLC SHS G98290102 3,352 108,753 SH   OTR 1 108,753 0 0
XYLEM INC COM 98419M100 2,915 104,376 SH   OTR 1 104,376 0 0
YAHOO INC COM 984332106 9,641 290,740 SH   OTR 1 290,740 0 0
YUM BRANDS INC COM 988498101 15,845 221,946 SH   OTR 1 221,946 0 0
ZIMMER HLDGS INC COM 98956P102 17,269 210,243 SH   OTR 1 210,243 0 0
ZIONS BANCORPORATION COM 989701107 1,917 69,914 SH   OTR 1 69,914 0 0
ZOETIS INC CL A 98978V103 6,544 210,283 SH   OTR 1 210,283 0 0