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 48,137 343,223 SH   OTR 1 343,223 0 0
ABBOTT LABS COM 002824100 32,767 854,864 SH   OTR 1 854,864 0 0
ABBVIE INC COM 00287Y109 33,660 637,378 SH   OTR 1 637,378 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 14,855 180,668 SH   OTR 1 180,668 0 0
ACE LTD SHS H0023R105 12,734 123,000 SH   OTR 1 123,000 0 0
ACTAVIS PLC SHS G0083B108 12,289 73,148 SH   OTR 1 73,148 0 0
ADOBE SYS INC COM 00724F101 8,128 135,742 SH   OTR 1 135,742 0 0
THE ADT CORPORATION COM 00101J106 4,227 104,438 SH   OTR 1 104,438 0 0
AETNA INC NEW COM 00817Y108 10,504 153,146 SH   OTR 1 153,146 0 0
AFLAC INC COM 001055102 23,423 350,651 SH   OTR 1 350,651 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 7,569 132,354 SH   OTR 1 132,354 0 0
AIR PRODS & CHEMS INC COM 009158106 40,602 363,235 SH   OTR 1 363,235 0 0
AIRGAS INC COM 009363102 12,748 113,975 SH   OTR 1 113,975 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 2,716 57,563 SH   OTR 1 57,563 0 0
ALASKA AIR GROUP INC COM 011659109 12,693 173,000 SH   OTR 1 173,000 0 0
ALCOA INC COM 013817101 19,630 1,846,652 SH   OTR 1 1,846,652 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 10,403 78,184 SH   OTR 1 78,184 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 6,678 187,430 SH   OTR 1 187,430 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 2,052 46,428 SH   OTR 1 46,428 0 0
ALLERGAN INC COM 018490102 13,560 122,074 SH   OTR 1 122,074 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 3,557 13,530 SH   OTR 1 13,530 0 0
ALLSTATE CORP COM 020002101 9,121 167,232 SH   OTR 1 167,232 0 0
ALTERA CORP COM 021441100 3,230 99,296 SH   OTR 1 99,296 0 0
ALTRIA GROUP INC COMMON 02209S103 36,647 954,600 SH   OTR 1 954,600 0 0
AMAZON COM INC COM 023135106 82,790 207,602 SH   OTR 1 207,602 0 0
AMERICAN EXPRESS CO COM 025816109 30,404 335,100 SH   OTR 1 335,100 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 27,266 534,108 SH   OTR 1 534,108 0 0
AMERICAN TOWER CORP NEW COM 03027X100 11,424 143,123 SH   OTR 1 143,123 0 0
AMERIPRISE FINL INC COM 03076C106 8,107 70,467 SH   OTR 1 70,467 0 0
AMERISOURCEBERGEN CORP COM 03073E105 6,742 95,887 SH   OTR 1 95,887 0 0
AMETEK INC NEW COM 031100100 6,687 126,960 SH   OTR 1 126,960 0 0
AMGEN INC COM 031162100 34,461 301,862 SH   OTR 1 301,862 0 0
AMPHENOL CORP NEW CL A 032095101 4,297 48,184 SH   OTR 1 48,184 0 0
ANADARKO PETE CORP COM 032511107 25,709 324,114 SH   OTR 1 324,114 0 0
ANALOG DEVICES INC COM 032654105 4,823 94,696 SH   OTR 1 94,696 0 0
AON PLC SHS CL A G0408V102 9,158 109,162 SH   OTR 1 109,162 0 0
APACHE CORP COM 037411105 22,023 256,261 SH   OTR 1 256,261 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 1,393 53,756 SH   OTR 1 53,756 0 0
APPLE INC COM 037833100 161,363 287,579 SH   OTR 1 287,579 0 0
APPLIED MATLS INC COM 038222105 6,277 354,860 SH   OTR 1 354,860 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 16,406 378,010 SH   OTR 1 378,010 0 0
ASSURANT INC COM 04621X108 1,752 26,395 SH   OTR 1 26,395 0 0
AT&T INC COM 00206R102 52,635 1,497,007 SH   OTR 1 1,497,007 0 0
AUTODESK INC COM 052769106 3,459 68,730 SH   OTR 1 68,730 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 11,295 139,769 SH   OTR 1 139,769 0 0
AUTONATION INC COM 05329W102 1,493 30,047 SH   OTR 1 30,047 0 0
AUTOZONE INC COM 053332102 7,699 16,108 SH   OTR 1 16,108 0 0
AVALONBAY CMNTYS INC COM 053484101 5,191 43,907 SH   OTR 1 43,907 0 0
AVERY DENNISON CORP COM 053611109 8,399 167,350 SH   OTR 1 167,350 0 0
AVIVA PLC ADR 05382A104 4,654 307,200 SH   OTR 1 307,200 0 0
AVON PRODS INC COM 054303102 4,949 287,370 SH   OTR 1 287,370 0 0
BAKER HUGHES INC COM 057224107 17,882 323,600 SH   OTR 1 323,600 0 0
BALL CORP COM 058498106 12,967 251,014 SH   OTR 1 251,014 0 0
BANK OF AMERICA CORPORATION COM 060505104 60,288 3,872,079 SH   OTR 1 3,872,079 0 0
BANK OF NEW YORK MELLON CORP COM 064058100 14,524 415,694 SH   OTR 1 415,694 0 0
BARD C R INC COM 067383109 4,476 33,417 SH   OTR 1 33,417 0 0
BAXTER INTL INC COM 071813109 15,352 220,733 SH   OTR 1 220,733 0 0
BB&T CORP COM 054937107 22,092 591,972 SH   OTR 1 591,972 0 0
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 3,769 304,206 SH   OTR 1 304,206 0 0
BEAM INC COM 073730103 6,892 101,260 SH   OTR 1 101,260 0 0
BECTON DICKINSON & CO COM 075887109 8,808 79,714 SH   OTR 1 79,714 0 0
BED BATH & BEYOND INC COM 075896100 8,118 101,093 SH   OTR 1 101,093 0 0
BEMIS INC COM 081437105 7,362 179,742 SH   OTR 1 179,742 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 77,487 653,571 SH   OTR 1 653,571 0 0
BEST BUY INC COM 086516101 5,090 127,638 SH   OTR 1 127,638 0 0
BIOGEN IDEC INC COM 09062X103 38,728 138,438 SH   OTR 1 138,438 0 0
BLACKROCK INC COM 09247X101 26,597 84,044 SH   OTR 1 84,044 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 13,167 418,000 SH   OTR 1 418,000 0 0
BLOCK H & R INC COM 093671105 3,721 128,145 SH   OTR 1 128,145 0 0
BOEING CO COM 097023105 51,574 377,862 SH   OTR 1 377,862 0 0
BORGWARNER INC COM 099724106 6,009 107,472 SH   OTR 1 107,472 0 0
BOSTON PROPERTIES INC COM 101121101 5,544 55,235 SH   OTR 1 55,235 0 0
BOSTON SCIENTIFIC CORP COM 101137107 6,529 543,189 SH   OTR 1 543,189 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 35,240 663,037 SH   OTR 1 663,037 0 0
BROADCOM CORP CL A 111320107 4,719 159,145 SH   OTR 1 159,145 0 0
BROWN FORMAN CORP CL B 115637209 7,607 100,660 SH   OTR 1 100,660 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 4,612 79,056 SH   OTR 1 79,056 0 0
CA INC COM 12673P105 3,268 97,113 SH   OTR 1 97,113 0 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 1,803 100,530 SH   OTR 1 100,530 0 0
CABOT OIL & GAS CORP COM 127097103 19,494 502,953 SH   OTR 1 502,953 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 12,557 210,936 SH   OTR 1 210,936 0 0
CAMPBELL SOUP CO COM 134429109 5,294 122,320 SH   OTR 1 122,320 0 0
CANADIAN NAT RES LTD COM 136385101 3,200 94,550 SH   OTR 1 94,550 0 0
CAPITAL ONE FINL CORP COM 14040H105 16,035 209,304 SH   OTR 1 209,304 0 0
CARDINAL HEALTH INC COM 14149Y108 9,179 137,388 SH   OTR 1 137,388 0 0
CAREFUSION CORP COM 14170T101 3,382 84,931 SH   OTR 1 84,931 0 0
CARMAX INC COM 143130102 4,951 105,298 SH   OTR 1 105,298 0 0
CARNIVAL CORP PAIRED CTF 143658300 8,323 207,203 SH   OTR 1 207,203 0 0
CATERPILLAR INC DEL COM 149123101 32,298 355,663 SH   OTR 1 355,663 0 0
CBRE GROUP INC CL A 12504L109 2,637 100,269 SH   OTR 1 100,269 0 0
CBS CORP NEW CL B 124857202 16,918 265,420 SH   OTR 1 265,420 0 0
CELGENE CORP COM 151020104 27,844 164,798 SH   OTR 1 164,798 0 0
CENTURYLINK INC COM 156700106 5,615 176,307 SH   OTR 1 176,307 0 0
CERNER CORP COM 156782104 6,530 117,143 SH   OTR 1 117,143 0 0
CF INDS HLDGS INC COM 125269100 34,731 149,036 SH   OTR 1 149,036 0 0
CHESAPEAKE ENERGY CORP COM 165167107 10,069 371,020 SH   OTR 1 371,020 0 0
CHEVRON CORP NEW COM 166764100 147,473 1,180,631 SH   OTR 1 1,180,631 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 7,708 14,468 SH   OTR 1 14,468 0 0
CHUBB CORP COM 171232101 8,903 92,139 SH   OTR 1 92,139 0 0
CIGNA CORPORATION COM 125509109 10,000 114,313 SH   OTR 1 114,313 0 0
CINCINNATI FINL CORP COM 172062101 2,747 52,451 SH   OTR 1 52,451 0 0
CINTAS CORP COM 172908105 3,785 63,515 SH   OTR 1 63,515 0 0
CISCO SYS INC COM 17275R102 46,770 2,083,310 SH   OTR 1 2,083,310 0 0
CITIGROUP INC COM NEW 172967424 57,305 1,099,698 SH   OTR 1 1,099,698 0 0
CITRIX SYS INC COM 177376100 3,568 56,406 SH   OTR 1 56,406 0 0
CLIFFS NATURAL RESOURCES INC COM 18683K101 6,999 267,041 SH   OTR 1 267,041 0 0
CLOROX CO DEL COM 189054109 7,383 79,590 SH   OTR 1 79,590 0 0
CME GROUP INC COM 12572Q105 8,922 113,711 SH   OTR 1 113,711 0 0
COACH INC COM 189754104 19,367 345,046 SH   OTR 1 345,046 0 0
COCA COLA CO COM 191216100 82,830 2,005,080 SH   OTR 1 2,005,080 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 6,887 156,060 SH   OTR 1 156,060 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 9,078 89,895 SH   OTR 1 89,895 0 0
COLGATE PALMOLIVE CO COM 194162103 31,309 480,120 SH   OTR 1 480,120 0 0
COMCAST CORP NEW CL A 20030N101 76,851 1,478,894 SH   OTR 1 1,478,894 0 0
COMERICA INC COM 200340107 3,135 65,952 SH   OTR 1 65,952 0 0
COMPUTER SCIENCES CORP COM 205363104 2,482 44,414 SH   OTR 1 44,414 0 0
CONAGRA FOODS INC COM 205887102 8,703 258,250 SH   OTR 1 258,250 0 0
CONOCOPHILLIPS COM 20825C104 35,380 500,774 SH   OTR 1 500,774 0 0
CONSOL ENERGY INC COM 20854P109 7,695 202,282 SH   OTR 1 202,282 0 0
CONSTELLATION BRANDS INC CL A 21036P108 9,311 132,290 SH   OTR 1 132,290 0 0
CONTINENTAL RESOURCES INC COM 212015101 11,815 105,000 SH   OTR 1 105,000 0 0
CORNING INC COM 219350105 7,473 419,354 SH   OTR 1 419,354 0 0
COSTCO WHOLESALE CORP COMMON 22160K105 28,618 240,470 SH   OTR 1 240,470 0 0
COVIDIEN PLC SHS G2554F113 12,552 184,318 SH   OTR 1 184,318 0 0
CRH PLC ADR 12626K203 4,144 162,200 SH   OTR 1 162,200 0 0
CROWN CASTLE INTL CORP COM 228227104 6,926 94,318 SH   OTR 1 94,318 0 0
CSX CORP COM 126408103 18,397 639,468 SH   OTR 1 639,468 0 0
CUMMINS INC COM 231021106 36,915 261,865 SH   OTR 1 261,865 0 0
CVS CAREMARK CORPORATION COM 126650100 46,255 646,290 SH   OTR 1 646,290 0 0
D R HORTON INC COM 23331A109 3,018 135,199 SH   OTR 1 135,199 0 0
DANAHER CORP DEL COM 235851102 27,197 352,287 SH   OTR 1 352,287 0 0
DARDEN RESTAURANTS INC COM 237194105 3,356 61,717 SH   OTR 1 61,717 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 4,466 70,469 SH   OTR 1 70,469 0 0
DEERE & CO COM 244199105 32,267 353,303 SH   OTR 1 353,303 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 7,984 132,777 SH   OTR 1 132,777 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 12,319 448,438 SH   OTR 1 448,438 0 0
DENBURY RES INC COM NEW 247916208 6,805 414,151 SH   OTR 1 414,151 0 0
DENTSPLY INTL INC NEW COM 249030107 2,754 56,817 SH   OTR 1 56,817 0 0
DEVON ENERGY CORP NEW COM 25179M103 15,033 242,971 SH   OTR 1 242,971 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 3,591 63,082 SH   OTR 1 63,082 0 0
DIRECTV COM 25490A309 15,945 230,791 SH   OTR 1 230,791 0 0
DISCOVER FINL SVCS COM 254709108 9,755 174,356 SH   OTR 1 174,356 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 9,615 106,340 SH   OTR 1 106,340 0 0
DISNEY WALT CO COM DISNEY 254687106 58,973 771,899 SH   OTR 1 771,899 0 0
DOLLAR GEN CORP NEW COM 256677105 8,456 140,180 SH   OTR 1 140,180 0 0
DOLLAR TREE INC COM 256746108 5,545 98,281 SH   OTR 1 98,281 0 0
DOVER CORP COM 260003108 22,902 237,230 SH   OTR 1 237,230 0 0
DOW CHEM CO COM 260543103 92,344 2,079,814 SH   OTR 1 2,079,814 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 6,071 124,610 SH   OTR 1 124,610 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 103,177 1,588,073 SH   OTR 1 1,588,073 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 2,485 20,241 SH   OTR 1 20,241 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 2,072 105,505 SH   OTR 1 105,505 0 0
EASTMAN CHEM CO COM 277432100 21,369 264,796 SH   OTR 1 264,796 0 0
EATON CORP PLC SHS G29183103 23,141 304,013 SH   OTR 1 304,013 0 0
EBAY INC COM 278642103 18,487 336,799 SH   OTR 1 336,799 0 0
ECOLAB INC COM 278865100 45,953 440,711 SH   OTR 1 440,711 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 2,901 44,109 SH   OTR 1 44,109 0 0
ELECTRONIC ARTS INC COM 285512109 2,164 94,327 SH   OTR 1 94,327 0 0
E M C CORP MASS COM 268648102 27,352 1,087,566 SH   OTR 1 1,087,566 0 0
EMERSON ELEC CO COM 291011104 27,377 390,095 SH   OTR 1 390,095 0 0
ENCANA CORP COM 292505104 2,914 161,450 SH   OTR 1 161,450 0 0
ENSCO PLC SHS CLASS A G3157S106 7,299 127,656 SH   OTR 1 127,656 0 0
EOG RES INC COM 26875P101 30,900 184,106 SH   OTR 1 184,106 0 0
EQT CORP COM 26884L109 7,395 82,368 SH   OTR 1 82,368 0 0
EQUIFAX INC COM 294429105 5,901 85,411 SH   OTR 1 85,411 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 6,257 120,620 SH   OTR 1 120,620 0 0
EXPEDIA INC DEL COM NEW 30212P303 3,388 48,641 SH   OTR 1 48,641 0 0
EXPEDITORS INTL WASH INC COM 302130109 4,784 108,123 SH   OTR 1 108,123 0 0
EXPRESS INC COM 30219E103 11,650 624,000 SH   OTR 1 624,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 23,874 339,896 SH   OTR 1 339,896 0 0
EXXON MOBIL CORP COM 30231G102 165,013 1,630,568 SH   OTR 1 1,630,568 0 0
F5 NETWORKS INC COM 315616102 2,022 22,253 SH   OTR 1 22,253 0 0
FACEBOOK INC CL A 30303M102 25,472 466,010 SH   OTR 1 466,010 0 0
FAMILY DLR STORES INC COM 307000109 2,907 44,748 SH   OTR 1 44,748 0 0
FASTENAL CO COM 311900104 6,775 142,605 SH   OTR 1 142,605 0 0
FEDEX CORP COM 31428X106 24,029 167,136 SH   OTR 1 167,136 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 4,853 90,402 SH   OTR 1 90,402 0 0
FIFTH THIRD BANCORP COM 316773100 19,652 934,476 SH   OTR 1 934,476 0 0
FIRST SOLAR INC COM 336433107 1,092 19,978 SH   OTR 1 19,978 0 0
FISERV INC COM 337738108 4,586 77,656 SH   OTR 1 77,656 0 0
FLIR SYS INC COM 302445101 1,366 45,372 SH   OTR 1 45,372 0 0
FLOWSERVE CORP COM 34354P105 5,770 73,199 SH   OTR 1 73,199 0 0
FLUOR CORP NEW COM 343412102 9,979 124,281 SH   OTR 1 124,281 0 0
F M C CORP COM NEW 302491303 17,370 230,184 SH   OTR 1 230,184 0 0
FMC TECHNOLOGIES INC COM 30249U101 12,232 234,291 SH   OTR 1 234,291 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 39,226 2,542,169 SH   OTR 1 2,542,169 0 0
FOREST LABS INC COM 345838106 5,738 95,579 SH   OTR 1 95,579 0 0
FOSSIL GROUP INC COM 34988V106 2,831 23,600 SH   OTR 1 23,600 0 0
FRANKLIN RES INC COM 354613101 8,438 146,160 SH   OTR 1 146,160 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 79,350 2,102,536 SH   OTR 1 2,102,536 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 1,628 350,171 SH   OTR 1 350,171 0 0
GAMESTOP CORP NEW CL A 36467W109 2,733 55,490 SH   OTR 1 55,490 0 0
GANNETT INC COM 364730101 3,170 107,165 SH   OTR 1 107,165 0 0
GAP INC DEL COM 364760108 4,888 125,065 SH   OTR 1 125,065 0 0
GARMIN LTD SHS H2906T109 2,668 57,733 SH   OTR 1 57,733 0 0
GENERAL DYNAMICS CORP COM 369550108 18,134 189,783 SH   OTR 1 189,783 0 0
GENERAL ELECTRIC CO COM 369604103 109,978 3,923,586 SH   OTR 1 3,923,586 0 0
GENERAL GROWTH PPTYS INC NEW COM 370023103 4,039 201,240 SH   OTR 1 201,240 0 0
GENERAL MLS INC COM 370334104 17,865 357,950 SH   OTR 1 357,950 0 0
GENERAL MTRS CO COM 37045V100 21,986 537,951 SH   OTR 1 537,951 0 0
GENUINE PARTS CO COM 372460105 6,060 72,844 SH   OTR 1 72,844 0 0
GENWORTH FINL INC COM CL A 37247D106 2,786 179,384 SH   OTR 1 179,384 0 0
GILEAD SCIENCES INC COM 375558103 58,416 777,332 SH   OTR 1 777,332 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 38,469 217,020 SH   OTR 1 217,020 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 15,629 655,296 SH   OTR 1 655,296 0 0
GOOGLE INC CL A 38259P508 101,332 90,418 SH   OTR 1 90,418 0 0
GRAHAM HLDGS CO COM 384637104 1,399 2,109 SH   OTR 1 2,109 0 0
GRAINGER W W INC COM 384802104 10,794 42,261 SH   OTR 1 42,261 0 0
HALLIBURTON CO COM 406216101 28,511 561,794 SH   OTR 1 561,794 0 0
HARLEY DAVIDSON INC COM 412822108 7,263 104,899 SH   OTR 1 104,899 0 0
HARMAN INTL INDS INC COM 413086109 2,618 31,990 SH   OTR 1 31,990 0 0
HARRIS CORP DEL COM 413875105 2,316 33,174 SH   OTR 1 33,174 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 5,887 162,495 SH   OTR 1 162,495 0 0
HASBRO INC COM 418056107 2,983 54,225 SH   OTR 1 54,225 0 0
HCP INC COM 40414L109 5,968 164,329 SH   OTR 1 164,329 0 0
HEALTH CARE REIT INC COM 42217K106 5,553 103,650 SH   OTR 1 103,650 0 0
HELMERICH & PAYNE INC COM 423452101 17,011 202,323 SH   OTR 1 202,323 0 0
HERSHEY CO COM 427866108 8,892 91,450 SH   OTR 1 91,450 0 0
HESS CORP COM 42809H107 16,233 195,577 SH   OTR 1 195,577 0 0
HEWLETT PACKARD CO COM 428236103 12,848 459,178 SH   OTR 1 459,178 0 0
HOME DEPOT INC COM 437076102 54,767 665,137 SH   OTR 1 665,137 0 0
HONEYWELL INTL INC COM 438516106 39,668 434,148 SH   OTR 1 434,148 0 0
HORMEL FOODS CORP COM 440452100 4,529 100,270 SH   OTR 1 100,270 0 0
HOSPIRA INC COM 441060100 2,731 66,148 SH   OTR 1 66,148 0 0
HOST HOTELS & RESORTS INC COM 44107P104 5,266 270,900 SH   OTR 1 270,900 0 0
HUDSON CITY BANCORP COM 443683107 1,643 174,191 SH   OTR 1 174,191 0 0
HUMANA INC COM 444859102 6,928 67,120 SH   OTR 1 67,120 0 0
HUNTINGTON BANCSHARES INC COM 446150104 2,906 301,161 SH   OTR 1 301,161 0 0
ILLINOIS TOOL WKS INC COM 452308109 19,097 227,124 SH   OTR 1 227,124 0 0
ING GROEP N V SPONSORED ADR 456837103 4,291 306,250 SH   OTR 1 306,250 0 0
INGERSOLL-RAND PLC SHS G47791101 8,625 140,014 SH   OTR 1 140,014 0 0
INTEL CORP COM 458140100 31,271 1,204,578 SH   OTR 1 1,204,578 0 0
INTERCONTINENTALEXCHANGE GRO COM 45866F104 9,301 41,354 SH   OTR 1 41,354 0 0
INTERPUBLIC GROUP COS INC COM 460690100 3,535 199,744 SH   OTR 1 199,744 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 54,410 290,081 SH   OTR 1 290,081 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 12,111 140,859 SH   OTR 1 140,859 0 0
INTERNATIONAL GAME TECHNOLOG COM 459902102 2,129 117,209 SH   OTR 1 117,209 0 0
INTL PAPER CO COM 460146103 37,412 763,041 SH   OTR 1 763,041 0 0
INTUIT COM 461202103 6,466 84,723 SH   OTR 1 84,723 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 5,838 15,199 SH   OTR 1 15,199 0 0
INVESCO LTD SHS G491BT108 5,841 160,461 SH   OTR 1 160,461 0 0
IRON MTN INC COM 462846106 2,709 89,261 SH   OTR 1 89,261 0 0
ISHARES IBOXX HI YD ETF 464288513 49,214 529,870 SH   OTR 1 529,870 0 0
ISHARES IBOXX INV CP ETF 464287242 48,502 424,670 SH   OTR 1 424,670 0 0
ISHARES MSCI CDA ETF 464286509 24,956 855,820 SH   OTR 1 855,820 0 0
ISHARES MSCI EMG MKT ETF 464287234 77,163 1,847,330 SH   OTR 1 1,847,330 0 0
ISHARES MSCI JAPAN ETF 464286848 29,803 2,456,950 SH   OTR 1 2,456,950 0 0
ISHARES MSCI PAC JP ETF 464286665 12,477 267,010 SH   OTR 1 267,010 0 0
JABIL CIRCUIT INC COM 466313103 11,559 662,781 SH   OTR 1 662,781 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 4,356 69,152 SH   OTR 1 69,152 0 0
JOHNSON & JOHNSON COM 478160104 103,535 1,130,421 SH   OTR 1 1,130,421 0 0
JOHNSON CTLS INC COM 478366107 16,553 322,674 SH   OTR 1 322,674 0 0
JOY GLOBAL INC COM 481165108 3,238 55,363 SH   OTR 1 55,363 0 0
JPMORGAN CHASE & CO COM 46625H100 91,260 1,560,530 SH   OTR 1 1,560,530 0 0
JUNIPER NETWORKS INC COM 48203R104 3,373 149,442 SH   OTR 1 149,442 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 7,071 57,104 SH   OTR 1 57,104 0 0
KELLOGG CO COM 487836108 9,448 154,700 SH   OTR 1 154,700 0 0
KEYCORP NEW COM 493267108 4,394 327,433 SH   OTR 1 327,433 0 0
KIMBERLY CLARK CORP COM 494368103 22,147 212,010 SH   OTR 1 212,010 0 0
KIMCO RLTY CORP COM 49446R109 2,953 149,542 SH   OTR 1 149,542 0 0
KINDER MORGAN INC DEL COM 49456B101 13,375 371,535 SH   OTR 1 371,535 0 0
KLA-TENCOR CORP COM 482480100 3,318 51,471 SH   OTR 1 51,471 0 0
KOHLS CORP COM 500255104 5,377 94,752 SH   OTR 1 94,752 0 0
KRAFT FOODS GROUP INC COM 50076Q106 16,963 314,600 SH   OTR 1 314,600 0 0
KROGER CO COM 501044101 12,286 310,790 SH   OTR 1 310,790 0 0
L BRANDS INC COM 501797104 7,102 114,828 SH   OTR 1 114,828 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 5,017 46,950 SH   OTR 1 46,950 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 3,188 34,889 SH   OTR 1 34,889 0 0
LAM RESEARCH CORP COM 512807108 2,512 46,125 SH   OTR 1 46,125 0 0
LAUDER ESTEE COS INC CL A 518439104 11,586 153,830 SH   OTR 1 153,830 0 0
LEAR CORP COM NEW 521865204 11,822 146,000 SH   OTR 1 146,000 0 0
LEGG MASON INC COM 524901105 1,706 39,235 SH   OTR 1 39,235 0 0
LEGGETT & PLATT INC COM 524660107 2,068 66,845 SH   OTR 1 66,845 0 0
LENNAR CORP CL A 526057104 3,128 79,063 SH   OTR 1 79,063 0 0
LEUCADIA NATL CORP COM 527288104 3,178 112,122 SH   OTR 1 112,122 0 0
LIFE TECHNOLOGIES CORP COM 53217V109 5,226 68,946 SH   OTR 1 68,946 0 0
LILLY ELI & CO COM 532457108 20,261 397,266 SH   OTR 1 397,266 0 0
LINCOLN NATL CORP IND COM 534187109 17,081 330,904 SH   OTR 1 330,904 0 0
LINEAR TECHNOLOGY CORP COM 535678106 3,235 71,011 SH   OTR 1 71,011 0 0
LOCKHEED MARTIN CORP COM 539830109 22,262 149,752 SH   OTR 1 149,752 0 0
LOEWS CORP COM 540424108 5,286 109,579 SH   OTR 1 109,579 0 0
LORILLARD INC COM 544147101 10,752 212,150 SH   OTR 1 212,150 0 0
LOWES COS INC COM 548661107 24,591 496,284 SH   OTR 1 496,284 0 0
LSI CORPORATION COM 502161102 1,928 174,929 SH   OTR 1 174,929 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 60,137 749,092 SH   OTR 1 749,092 0 0
M & T BK CORP COM 55261F104 5,469 46,976 SH   OTR 1 46,976 0 0
MACERICH CO COM 554382101 2,954 50,169 SH   OTR 1 50,169 0 0
MACYS INC COM 55616P104 21,523 403,056 SH   OTR 1 403,056 0 0
MARATHON OIL CORP COM 565849106 15,963 452,197 SH   OTR 1 452,197 0 0
MARATHON PETE CORP COM 56585A102 15,270 166,470 SH   OTR 1 166,470 0 0
MARKET VECTORS ETF TR AGRIBUS ETF 57060U605 4,762 87,400 SH   OTR 1 87,400 0 0
MARKET VECTORS ETF TR COAL ETF 57060U837 2,965 152,500 SH   OTR 1 152,500 0 0
MARRIOTT INTL INC NEW CL A 571903202 5,219 105,729 SH   OTR 1 105,729 0 0
MARSH & MCLENNAN COS INC COM 571748102 9,574 197,967 SH   OTR 1 197,967 0 0
MASCO CORP COM 574599106 4,722 207,391 SH   OTR 1 207,391 0 0
MASTERCARD INC CL A 57636Q104 37,457 44,834 SH   OTR 1 44,834 0 0
MATTEL INC COM 577081102 7,693 161,686 SH   OTR 1 161,686 0 0
MCCORMICK & CO INC COM NON VTG 579780206 5,820 84,450 SH   OTR 1 84,450 0 0
MCDONALDS CORP COM 580135101 45,775 471,761 SH   OTR 1 471,761 0 0
MCGRAW HILL COS INC COM 580645109 7,667 98,049 SH   OTR 1 98,049 0 0
MCKESSON CORP COM 58155Q103 15,197 94,160 SH   OTR 1 94,160 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 9,758 116,500 SH   OTR 1 116,500 0 0
MEADWESTVACO CORP COM 583334107 11,372 307,937 SH   OTR 1 307,937 0 0
MEDTRONIC INC COM 585055106 23,046 401,564 SH   OTR 1 401,564 0 0
MERCK & CO INC NEW COM 58933Y105 58,689 1,172,610 SH   OTR 1 1,172,610 0 0
METLIFE INC COM 59156R108 21,865 405,502 SH   OTR 1 405,502 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 18,929 233,150 SH   OTR 1 233,150 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 2,755 61,558 SH   OTR 1 61,558 0 0
MICRON TECHNOLOGY INC COM 595112103 6,959 319,826 SH   OTR 1 319,826 0 0
MICROSOFT CORP COM 594918104 80,802 2,158,737 SH   OTR 1 2,158,737 0 0
MOHAWK INDS INC COM 608190104 4,281 28,750 SH   OTR 1 28,750 0 0
MOLSON COORS BREWING CO CL B 60871R209 5,932 105,650 SH   OTR 1 105,650 0 0
MONDELEZ INTL INC CL A 609207105 30,770 871,680 SH   OTR 1 871,680 0 0
MONSANTO CO NEW COM 61166W101 105,091 901,681 SH   OTR 1 901,681 0 0
MONSTER BEVERAGE CORP COM 611740101 5,594 82,540 SH   OTR 1 82,540 0 0
MOODYS CORP COM 615369105 5,389 68,676 SH   OTR 1 68,676 0 0
MORGAN STANLEY COM NEW 617446448 15,826 504,642 SH   OTR 1 504,642 0 0
MOSAIC CO NEW COM 61945C103 27,670 585,353 SH   OTR 1 585,353 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 4,512 66,843 SH   OTR 1 66,843 0 0
MURPHY OIL CORP COM 626717102 8,511 131,183 SH   OTR 1 131,183 0 0
MYLAN INC COM 628530107 6,594 151,926 SH   OTR 1 151,926 0 0
NABORS INDUSTRIES LTD SHS G6359F103 4,475 263,365 SH   OTR 1 263,365 0 0
NASDAQ OMX GROUP INC COM 631103108 1,639 41,187 SH   OTR 1 41,187 0 0
NATIONAL OILWELL VARCO INC COM 637071101 23,804 299,311 SH   OTR 1 299,311 0 0
NETAPP INC COM 64110D104 15,664 380,752 SH   OTR 1 380,752 0 0
NETEASE INC SPONSORED ADR 64110W102 3,372 42,900 SH   OTR 1 42,900 0 0
NETFLIX INC COM 64110L106 10,286 27,937 SH   OTR 1 27,937 0 0
NEWELL RUBBERMAID INC COM 651229106 4,422 136,449 SH   OTR 1 136,449 0 0
NEWFIELD EXPL CO COM 651290108 1,857 75,378 SH   OTR 1 75,378 0 0
NEWMONT MINING CORP COM 651639106 19,732 856,811 SH   OTR 1 856,811 0 0
NEWS CORP NEW CL A 65249B109 4,260 236,397 SH   OTR 1 236,397 0 0
NIDEC CORP SPONSORED ADR 654090109 3,662 148,200 SH   OTR 1 148,200 0 0
NIELSEN HOLDINGS NV COM N63218106 6,100 132,923 SH   OTR 1 132,923 0 0
NIKE INC CL B 654106103 27,765 353,063 SH   OTR 1 353,063 0 0
NIPPON TELEG & TEL CORP SPONSORED ADR 654624105 3,461 128,000 SH   OTR 1 128,000 0 0
NOBLE CORP PLC SHS USD G65431101 17,184 458,615 SH   OTR 1 458,615 0 0
NOBLE ENERGY INC COM 655044105 18,387 269,964 SH   OTR 1 269,964 0 0
NORDSTROM INC COM 655664100 4,186 67,742 SH   OTR 1 67,742 0 0
NORFOLK SOUTHERN CORP COM 655844108 17,628 189,892 SH   OTR 1 189,892 0 0
NORTHERN TR CORP COM 665859104 4,999 80,765 SH   OTR 1 80,765 0 0
NORTHROP GRUMMAN CORP COM 666807102 14,344 125,155 SH   OTR 1 125,155 0 0
NUCOR CORP COM 670346105 29,209 547,183 SH   OTR 1 547,183 0 0
NVIDIA CORP COM 67066G104 2,833 176,817 SH   OTR 1 176,817 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 6,590 51,197 SH   OTR 1 51,197 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 36,977 388,821 SH   OTR 1 388,821 0 0
OMNICOM GROUP INC COM 681919106 8,966 120,561 SH   OTR 1 120,561 0 0
ORACLE CORP COM 68389X105 38,366 1,002,768 SH   OTR 1 1,002,768 0 0
OWENS ILL INC COM NEW 690768403 10,235 286,058 SH   OTR 1 286,058 0 0
PACCAR INC COM 693718108 12,779 215,971 SH   OTR 1 215,971 0 0
PALL CORP COM 696429307 7,221 84,608 SH   OTR 1 84,608 0 0
PARKER HANNIFIN CORP COM 701094104 25,221 196,061 SH   OTR 1 196,061 0 0
PATTERSON COMPANIES INC COM 703395103 1,368 33,210 SH   OTR 1 33,210 0 0
PAYCHEX INC COM 704326107 4,406 96,778 SH   OTR 1 96,778 0 0
PEABODY ENERGY CORP COM 704549104 4,267 218,478 SH   OTR 1 218,478 0 0
PENTAIR LTD SHS H6169Q108 8,103 104,328 SH   OTR 1 104,328 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 1,736 114,816 SH   OTR 1 114,816 0 0
PEPSICO INC COM 713448108 49,120 592,240 SH   OTR 1 592,240 0 0
PERKINELMER INC COM 714046109 1,827 44,314 SH   OTR 1 44,314 0 0
PETSMART INC COM 716768106 3,559 48,927 SH   OTR 1 48,927 0 0
PFIZER INC COM 717081103 79,536 2,596,684 SH   OTR 1 2,596,684 0 0
PHILIP MORRIS INTL INC COM 718172109 73,704 845,910 SH   OTR 1 845,910 0 0
PHILLIPS 66 COM 718546104 25,577 331,610 SH   OTR 1 331,610 0 0
PIONEER NAT RES CO COM 723787107 32,905 178,762 SH   OTR 1 178,762 0 0
PITNEY BOWES INC COM 724479100 2,838 121,786 SH   OTR 1 121,786 0 0
PLUM CREEK TIMBER CO INC COM 729251108 2,945 63,320 SH   OTR 1 63,320 0 0
PNC FINL SVCS GROUP INC COM 693475105 14,967 192,925 SH   OTR 1 192,925 0 0
POWERSHARES DB CMDTY IDX TRA UNIT BEN INT 73935S105 16,334 636,800 SH   OTR 1 636,800 0 0
POWERSHARES DB G10 CURCY HAR COM UT BEN INT 73935Y102 23,638 929,900 SH   OTR 1 929,900 0 0
PPG INDS INC COM 693506107 46,302 244,133 SH   OTR 1 244,133 0 0
PRAXAIR INC COM 74005P104 65,655 504,923 SH   OTR 1 504,923 0 0
PRECISION CASTPARTS CORP COM 740189105 20,504 76,139 SH   OTR 1 76,139 0 0
PRICE T ROWE GROUP INC COM 74144T108 20,915 249,672 SH   OTR 1 249,672 0 0
PRICELINE COM INC COM NEW 741503403 28,137 24,206 SH   OTR 1 24,206 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 4,884 99,052 SH   OTR 1 99,052 0 0
PROCTER & GAMBLE CO COM 742718109 116,836 1,435,160 SH   OTR 1 1,435,160 0 0
PROGRESSIVE CORP OHIO COM 743315103 5,468 200,519 SH   OTR 1 200,519 0 0
PROLOGIS INC COM 74340W103 6,665 180,384 SH   OTR 1 180,384 0 0
PRUDENTIAL FINL INC COM 744320102 15,492 167,990 SH   OTR 1 167,990 0 0
PRUDENTIAL PLC ADR 74435K204 3,902 86,700 SH   OTR 1 86,700 0 0
PUBLIC STORAGE COM 74460D109 7,791 51,763 SH   OTR 1 51,763 0 0
PULTE GROUP INC COM 745867101 3,341 164,034 SH   OTR 1 164,034 0 0
PVH CORP COM 693656100 5,251 38,608 SH   OTR 1 38,608 0 0
QEP RES INC COM 74733V100 3,011 98,232 SH   OTR 1 98,232 0 0
QUALCOMM INC COM 747525103 48,781 656,985 SH   OTR 1 656,985 0 0
QUANTA SVCS INC COM 74762E102 3,550 112,472 SH   OTR 1 112,472 0 0
QUEST DIAGNOSTICS INC COM 74834L100 3,224 60,221 SH   OTR 1 60,221 0 0
RALPH LAUREN CORP CL A 751212101 5,034 28,512 SH   OTR 1 28,512 0 0
RANGE RES CORP COM 75281A109 11,941 141,630 SH   OTR 1 141,630 0 0
RAYTHEON CO COM NEW 755111507 16,600 183,025 SH   OTR 1 183,025 0 0
RED HAT INC COM 756577102 3,292 58,740 SH   OTR 1 58,740 0 0
REGENERON PHARMACEUTICALS COM 75886F107 8,571 31,146 SH   OTR 1 31,146 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 4,996 505,193 SH   OTR 1 505,193 0 0
REPUBLIC SVCS INC COM 760759100 4,684 141,074 SH   OTR 1 141,074 0 0
REYNOLDS AMERICAN INC COM 761713106 9,159 183,220 SH   OTR 1 183,220 0 0
ROBERT HALF INTL INC COM 770323103 4,273 101,774 SH   OTR 1 101,774 0 0
ROCKWELL AUTOMATION INC COM 773903109 11,078 93,753 SH   OTR 1 93,753 0 0
ROCKWELL COLLINS INC COM 774341101 6,706 90,721 SH   OTR 1 90,721 0 0
ROPER INDS INC NEW COM 776696106 7,176 51,745 SH   OTR 1 51,745 0 0
ROSS STORES INC COM 778296103 7,628 101,804 SH   OTR 1 101,804 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 6,536 184,828 SH   OTR 1 184,828 0 0
RYDER SYS INC COM 783549108 3,688 49,988 SH   OTR 1 49,988 0 0
SAFEWAY INC COM NEW 786514208 17,815 546,980 SH   OTR 1 546,980 0 0
SALESFORCE COM INC COM 79466L302 9,362 169,631 SH   OTR 1 169,631 0 0
SANDISK CORP COM 80004C101 4,935 69,962 SH   OTR 1 69,962 0 0
SCHLUMBERGER LTD COM 806857108 79,813 885,726 SH   OTR 1 885,726 0 0
SCHWAB CHARLES CORP NEW COM 808513105 10,909 419,563 SH   OTR 1 419,563 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 4,445 51,440 SH   OTR 1 51,440 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 5,214 92,847 SH   OTR 1 92,847 0 0
SEALED AIR CORP NEW COM 81211K100 11,591 340,416 SH   OTR 1 340,416 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 407,147 6,092,280 SH   OTR 1 6,092,280 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 394,974 9,189,720 SH   OTR 1 9,189,720 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 508,857 9,178,510 SH   OTR 1 9,178,510 0 0
SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 408,328 4,613,350 SH   OTR 1 4,613,350 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 408,542 18,689,040 SH   OTR 1 18,689,040 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 414,259 7,926,890 SH   OTR 1 7,926,890 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 416,954 9,021,080 SH   OTR 1 9,021,080 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 407,692 11,407,170 SH   OTR 1 11,407,170 0 0
SHERWIN WILLIAMS CO COM 824348106 27,159 148,005 SH   OTR 1 148,005 0 0
SIEMENS A G SPONSORED ADR 826197501 3,400 24,550 SH   OTR 1 24,550 0 0
SIGMA ALDRICH CORP COM 826552101 19,476 207,171 SH   OTR 1 207,171 0 0
SIMON PPTY GROUP INC NEW COM 828806109 17,076 112,222 SH   OTR 1 112,222 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 3,267 132,700 SH   OTR 1 132,700 0 0
SLM CORP COM 78442P106 4,152 157,989 SH   OTR 1 157,989 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 3,469 48,350 SH   OTR 1 48,350 0 0
SMUCKER J M CO COM NEW 832696405 6,882 66,420 SH   OTR 1 66,420 0 0
SNAP ON INC COM 833034101 3,325 30,364 SH   OTR 1 30,364 0 0
SOUTHWEST AIRLS CO COM 844741108 7,593 403,025 SH   OTR 1 403,025 0 0
SOUTHWESTERN ENERGY CO COM 845467109 9,736 247,553 SH   OTR 1 247,553 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 67,159 363,670 SH   OTR 1 363,670 0 0
SPECTRA ENERGY CORP COM 847560109 17,651 495,546 SH   OTR 1 495,546 0 0
ST JUDE MED INC COM 790849103 7,423 119,815 SH   OTR 1 119,815 0 0
STANLEY BLACK & DECKER INC COM 854502101 6,545 81,108 SH   OTR 1 81,108 0 0
STAPLES INC COM 855030102 4,956 311,902 SH   OTR 1 311,902 0 0
STARBUCKS CORP COM 855244109 27,779 354,363 SH   OTR 1 354,363 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 7,165 90,181 SH   OTR 1 90,181 0 0
STATE STR CORP COM 857477103 11,708 159,537 SH   OTR 1 159,537 0 0
STERICYCLE INC COM 858912108 5,223 44,957 SH   OTR 1 44,957 0 0
STRYKER CORP COM 863667101 9,015 119,974 SH   OTR 1 119,974 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 3,938 375,450 SH   OTR 1 375,450 0 0
SUNTRUST BKS INC COM 867914103 7,163 194,586 SH   OTR 1 194,586 0 0
SYMANTEC CORP COM 871503108 4,890 207,376 SH   OTR 1 207,376 0 0
SYSCO CORP COM 871829107 12,123 335,830 SH   OTR 1 335,830 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 3,623 207,750 SH   OTR 1 207,750 0 0
TARGET CORP COM 87612E106 18,834 297,677 SH   OTR 1 297,677 0 0
TATA MTRS LTD SPONSORED ADR 876568502 2,914 94,600 SH   OTR 1 94,600 0 0
TE CONNECTIVITY LTD REG SHS H84989104 6,424 116,558 SH   OTR 1 116,558 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 1,738 41,260 SH   OTR 1 41,260 0 0
TERADATA CORP DEL COM 88076W103 2,302 50,612 SH   OTR 1 50,612 0 0
TESORO CORP COM 881609101 13,517 231,059 SH   OTR 1 231,059 0 0
TEXAS INSTRS INC COM 882508104 13,867 315,809 SH   OTR 1 315,809 0 0
TEXTRON INC COM 883203101 6,707 182,467 SH   OTR 1 182,467 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 16,086 144,459 SH   OTR 1 144,459 0 0
TIFFANY & CO NEW COM 886547108 4,768 51,392 SH   OTR 1 51,392 0 0
TIME WARNER CABLE INC COM 88732J207 18,005 132,880 SH   OTR 1 132,880 0 0
TIME WARNER INC COM NEW 887317303 29,793 427,324 SH   OTR 1 427,324 0 0
TJX COS INC NEW COM 872540109 21,472 336,914 SH   OTR 1 336,914 0 0
TORCHMARK CORP COM 891027104 2,589 33,131 SH   OTR 1 33,131 0 0
TOTAL SYS SVCS INC COM 891906109 1,811 54,413 SH   OTR 1 54,413 0 0
TRANSOCEAN LTD REG SHS H8817H100 9,222 186,610 SH   OTR 1 186,610 0 0
TRAVELERS COMPANIES INC COM 89417E109 11,935 131,820 SH   OTR 1 131,820 0 0
TRINITY INDS INC COM 896522109 11,831 217,000 SH   OTR 1 217,000 0 0
TRIPADVISOR INC COM 896945201 4,317 52,117 SH   OTR 1 52,117 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 32,608 926,879 SH   OTR 1 926,879 0 0
TYCO INTERNATIONAL LTD SHS H89128104 9,966 242,848 SH   OTR 1 242,848 0 0
TYSON FOODS INC CL A 902494103 6,361 190,120 SH   OTR 1 190,120 0 0
US BANCORP DEL COM NEW 902973304 38,620 955,939 SH   OTR 1 955,939 0 0
UNION PAC CORP COM 907818108 56,001 333,338 SH   OTR 1 333,338 0 0
UNITED PARCEL SERVICE INC CL B 911312106 40,018 380,837 SH   OTR 1 380,837 0 0
UNITED STATES STL CORP NEW COM 912909108 7,479 253,541 SH   OTR 1 253,541 0 0
UNITED TECHNOLOGIES CORP COM 913017109 52,333 459,868 SH   OTR 1 459,868 0 0
UNITEDHEALTH GROUP INC COM 91324P102 42,822 568,686 SH   OTR 1 568,686 0 0
UNUM GROUP COM 91529Y106 3,315 94,500 SH   OTR 1 94,500 0 0
URBAN OUTFITTERS INC COM 917047102 1,906 51,380 SH   OTR 1 51,380 0 0
VALERO ENERGY CORP NEW COM 91913Y100 34,704 688,579 SH   OTR 1 688,579 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 89,473 1,521,650 SH   OTR 1 1,521,650 0 0
VARIAN MED SYS INC COM 92220P105 3,298 42,455 SH   OTR 1 42,455 0 0
VENTAS INC COM 92276F100 6,060 105,798 SH   OTR 1 105,798 0 0
VERISIGN INC COM 92343E102 2,425 40,570 SH   OTR 1 40,570 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 52,068 1,059,578 SH   OTR 1 1,059,578 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 6,869 92,454 SH   OTR 1 92,454 0 0
V F CORP COM 918204108 10,312 165,408 SH   OTR 1 165,408 0 0
VIACOM INC NEW CL B 92553P201 16,742 191,691 SH   OTR 1 191,691 0 0
VISA INC COM CL A 92826C839 32,184 144,530 SH   OTR 1 144,530 0 0
VORNADO RLTY TR SH BEN INT 929042109 5,547 62,471 SH   OTR 1 62,471 0 0
VULCAN MATLS CO COM 929160109 13,319 224,151 SH   OTR 1 224,151 0 0
WAL-MART STORES INC COM 931142103 67,218 854,210 SH   OTR 1 854,210 0 0
WALGREEN CO COM 931422109 28,154 490,150 SH   OTR 1 490,150 0 0
WASTE MGMT INC DEL COM 94106L109 11,190 249,393 SH   OTR 1 249,393 0 0
WATERS CORP COM 941848103 3,359 33,586 SH   OTR 1 33,586 0 0
WELLPOINT INC COM 94973V107 11,345 122,798 SH   OTR 1 122,798 0 0
WELLS FARGO & CO NEW COM 949746101 79,004 1,740,168 SH   OTR 1 1,740,168 0 0
WESTERN DIGITAL CORP COM 958102105 5,294 63,099 SH   OTR 1 63,099 0 0
WESTERN UN CO COM 959802109 2,826 163,828 SH   OTR 1 163,828 0 0
WEYERHAEUSER CO COM 962166104 6,680 211,603 SH   OTR 1 211,603 0 0
WHIRLPOOL CORP COM 963320106 5,845 37,261 SH   OTR 1 37,261 0 0
WHOLE FOODS MKT INC COM 966837106 12,590 217,700 SH   OTR 1 217,700 0 0
WILLIAMS COS INC DEL COM 969457100 20,496 531,406 SH   OTR 1 531,406 0 0
WINDSTREAM HLDGS INC COM 97382A101 1,511 189,318 SH   OTR 1 189,318 0 0
WISDOMTREE TRUST FUTRE STRAT FD 97717W125 1,691 40,700 SH   OTR 1 40,700 0 0
WPX ENERGY INC COM 98212B103 2,287 112,237 SH   OTR 1 112,237 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 4,556 61,833 SH   OTR 1 61,833 0 0
WYNN RESORTS LTD COM 983134107 7,405 38,128 SH   OTR 1 38,128 0 0
XEROX CORP COM 984121103 4,325 355,400 SH   OTR 1 355,400 0 0
XILINX INC COM 983919101 3,769 82,068 SH   OTR 1 82,068 0 0
XL GROUP PLC SHS G98290102 3,318 104,223 SH   OTR 1 104,223 0 0
XYLEM INC COM 98419M100 3,315 95,816 SH   OTR 1 95,816 0 0
YAHOO INC COM 984332106 11,082 274,040 SH   OTR 1 274,040 0 0
YUM BRANDS INC COM 988498101 15,916 210,506 SH   OTR 1 210,506 0 0
ZIMMER HLDGS INC COM 98956P102 18,806 201,803 SH   OTR 1 201,803 0 0
ZIONS BANCORPORATION COM 989701107 2,019 67,394 SH   OTR 1 67,394 0 0
ZOETIS INC CL A 98978V103 6,550 200,353 SH   OTR 1 200,353 0 0