13F-HR/A 1 q1-2010amended.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: Mar 31, 2010 Check here if Amendment[X]; Amendment Number: 1 This Amendment (Check only one):[ X] is a restatement [ ] adds new holdings entries Institutional Investment Manager Filing this Report: Name: State Treasurer, State of Michigan Address: P.O. Box 15128 Lansing, MI 48901 13F File Number: 28-1462 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Vernon L. Johnson Title: Administrator Phone: 517-373-3157 Signature, Place, and Date of Signing: Vernon L. Johnson East Lansing, Michigan May 19, 2010 Report Type (Check only one.): [ x ] 13F HOLDINGS REPORT [ ] 13F NOTICE [ ] 13F COMBINATION REPORT List of Other Managers Reporting for this Manager: NONE I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 936 Form 13F Information Table Value Total: $13,350,647.00 List of Other Included Managers: NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000) PRN AMT PRN CALL DSCRETN MANAGER Sole SHARED NONE ------------------------------ --------------- --------- -------- -------- --- ---- ------- ------- ------ ------ --- ADC TELECOMMUNICATIONS INC COM NEW 000886309 449 61408 SH Sole 61408 AFLAC INC COMMON 001055102 13645 251333 SH Sole 251333 AGCO CORP COMMON 001084102 2098 58500 SH Sole 58500 AGL RESOURCES INC COMMON 001204106 1898 49120 SH Sole 49120 AES CORP COMMON 00130H105 3939 358103 SH Sole 358103 AK STEEL HOLDING CORP COMMON 001547108 1345 58856 SH Sole 58856 AMB PROPERTY CORP COM 00163T109 2574 94500 SH Sole 94500 AOL INC COMMON 00184X105 1707 67507 SH Sole 67507 AT+T INC COMMON 00206R102 267964 10370108 SH Sole 10370108 AARON S INC COMMON 002535201 1147 34400 SH Sole 34400 ABBOTT LABORATORIES COMMON 002824100 128428 2437885 SH Sole 2437885 ABERCROMBIE + FITCH CO CL A 002896207 2150 47100 SH Sole 47100 ACI WORLDWIDE INC COMMON 004498101 444 21550 SH Sole 21550 ACXIOM CORP COMMON 005125109 899 50100 SH Sole 50100 ADOBE SYSTEMS INC COMMON 00724F101 9933 280837 SH Sole 280837 ADTRAN INC COMMON 00738A106 933 35400 SH Sole 35400 ADVANCE AUTO PARTS INC COMMON 00751Y106 2450 58450 SH Sole 58450 AECOM TECHNOLOGY CORP COMMON 00766T100 2048 72200 SH Sole 72200 AEROPOSTALE INC COMMON 007865108 1808 62725 SH Sole 62725 ADVANCED MICRO DEVICES COMMON 007903107 2804 302440 SH Sole 302440 ADVENT SOFTWARE INC COMMON 007974108 443 9900 SH Sole 9900 AETNA INC COMMON 00817Y108 8108 230938 SH Sole 230938 AFFILIATED MANAGERS GROUP COMMON 008252108 2117 26800 SH Sole 26800 AFFYMETRIX INC COMMON 00826T108 330 44900 SH Sole 44900 AGILENT TECHNOLOGIES INC COMMON 00846U101 6427 186898 SH Sole 186898 AIR PRODUCTS + CHEMICALS INC COMMON 009158106 8404 113649 SH Sole 113649 AIRGAS INC COMMON 009363102 2818 44300 SH Sole 44300 AIRTRAN HOLDINGS INC COMMON 00949P108 433 85300 SH Sole 85300 AKAMAI TECHNOLOGIES INC COMMON 00971T101 2896 92213 SH Sole 92213 ALASKA AIR GROUP INC COMMON 011659109 930 22560 SH Sole 22560 ALBEMARLE CORP COMMON 012653101 2465 57820 SH Sole 57820 ALBERTO CULVER CO COMMON 013078100 1417 54191 SH Sole 54191 ALCOA INC COMMON 013817101 7784 546614 SH Sole 546614 ALEXANDER + BALDWIN INC COMMON 014482103 860 26020 SH Sole 26020 ALEXANDRIA REAL ESTATE EQUIT COM 015271109 1893 28000 SH Sole 28000 ALLEGHENY ENERGY INC COMMON 017361106 91790 3990871 SH Sole 3990871 ALLEGHENY TECHNOLOGIES INC COMMON 01741R102 2843 52654 SH Sole 52654 ALLERGAN INC COMMON 018490102 61755 945424 SH Sole 945424 ALLIANCE DATA SYSTEMS CORP COMMON 018581108 2131 33300 SH Sole 33300 ALLIANT ENERGY CORP COMMON 018802108 2330 70060 SH Sole 70060 ALLIANT TECHSYSTEMS INC COMMON 018804104 1699 20900 SH 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15954 AVALONBAY COMMUNITIES INC COM 053484101 3770 43662 SH Sole 43662 AVERY DENNISON CORP COMMON 053611109 2185 60007 SH Sole 60007 AVNET INC COMMON 053807103 2881 96040 SH Sole 96040 AVON PRODUCTS INC COMMON 054303102 7759 229084 SH Sole 229084 BB+T CORP COMMON 054937107 11986 370041 SH Sole 370041 BJ SERVICES CO COMMON 055482103 3366 157272 SH Sole 157272 BJ S WHOLESALE CLUB INC COMMON 05548J106 1306 35300 SH Sole 35300 BP PLC SPONSORED ADR 055622104 12053 211200 SH Sole 211200 BRE PROPERTIES INC CL A 05564E106 1248 34900 SH Sole 34900 BMC SOFTWARE INC COMMON 055921100 3718 97833 SH Sole 97833 BAKER HUGHES INC COMMON 057224107 7828 167120 SH Sole 167120 BALL CORP COMMON 058498106 2690 50395 SH Sole 50395 BALLY TECHNOLOGIES INC COMMON 05874B107 1419 35000 SH Sole 35000 BANCORPSOUTH INC COMMON 059692103 973 46400 SH Sole 46400 BANK OF AMERICA CORP COMMON 060505104 328444 18400248 SH Sole 18400248 BANK OF HAWAII CORP COMMON 062540109 1366 30390 SH Sole 30390 BANK OF NEW YORK MELLON CORP COMMON 064058100 19988 647284 SH Sole 647284 CR BARD INC COMMON 067383109 4439 51247 SH Sole 51247 BARNES + NOBLE INC COMMON 067774109 543 25100 SH Sole 25100 BILL BARRETT CORP COMMON 06846N104 3327 108350 SH Sole 108350 BAXTER INTERNATIONAL INC COMMON 071813109 73387 1260951 SH Sole 1260951 BE AEROSPACE INC COMMON 073302101 1970 64700 SH Sole 64700 BECKMAN COULTER INC COMMON 075811109 2776 44210 SH Sole 44210 BECTON DICKINSON AND CO COMMON 075887109 9940 126250 SH Sole 126250 BED BATH + BEYOND INC COMMON 075896100 6142 140353 SH Sole 140353 BEMIS COMPANY COMMON 081437105 1677 58387 SH Sole 58387 WR BERKLEY CORP COMMON 084423102 2120 81255 SH Sole 81255 BERKSHIRE HATHAWAY INC CL A 084670108 14129 116 SH Sole 116 BERKSHIRE HATHAWAY INC CL B NEW 084670702 57902 712463 SH Sole 712463 BEST BUY CO INC COMMON 086516101 7813 183669 SH Sole 183669 BIG LOTS INC COMMON 089302103 1613 44296 SH Sole 44296 BIO RAD LABORATORIES CL A 090572207 1263 12200 SH Sole 12200 BIOGEN IDEC INC COMMON 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58218 SH Sole 58218 BUCYRUS INTERNATIONAL INC COMMON 118759109 3379 51200 SH Sole 51200 BURGER KING HOLDINGS INC COMMON 121208201 1237 58200 SH Sole 58200 CBS CORP NEW CL B 124857202 5057 362750 SH Sole 362750 CB RICHARD ELLIS GROUP INC CL A 12497T101 2296 144842 SH Sole 144842 CF INDUSTRIES HOLDINGS INC COMMON 125269100 2437 26728 SH Sole 26728 C.H. ROBINSON WORLDWIDE INC COMMON 12541W209 19867 355713 SH Sole 355713 CIGNA CORP COMMON 125509109 5390 147342 SH Sole 147342 CLECO CORPORATION COMMON 12561W105 1017 38300 SH Sole 38300 CME GROUP INC COMMON 12572Q105 52181 165072 SH Sole 165072 CMS ENERGY CORP COMMON 125896100 1903 123068 SH Sole 123068 CSX CORP COMMON 126408103 10637 208983 SH Sole 208983 CVS CAREMARK CORP COMMON 126650100 27236 744956 SH Sole 744956 CA INC COMMON 12673P105 4971 211792 SH Sole 211792 CABOT CORP COMMON 127055101 1258 41380 SH Sole 41380 CABOT OIL + GAS CORP COMMON 127097103 2043 55511 SH Sole 55511 CADENCE DESIGN SYS INC COMMON 127387108 1134 170210 SH Sole 170210 CAMDEN PROPERTY TRUST SH BEN INT 133131102 1690 40600 SH Sole 40600 CAMERON INTERNATIONAL CORP COMMON 13342B105 5611 130925 SH Sole 130925 CAMPBELL SOUP CO COMMON 134429109 3570 101002 SH Sole 101002 CAPITAL ONE FINANCIAL CORP COMMON 14040H105 54924 1326342 SH Sole 1326342 CARDINAL HEALTH INC COMMON 14149Y108 6978 193677 SH Sole 193677 CAREER 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166764100 154598 2038750 SH Sole 2038750 CHICO S FAS INC COMMON 168615102 1625 112700 SH Sole 112700 CHIPOTLE MEXICAN GRILL INC COMMON 169656105 2253 20000 SH Sole 20000 CHUBB CORP COMMON 171232101 9128 176042 SH Sole 176042 CHURCH + DWIGHT CO INC COMMON 171340102 2992 44695 SH Sole 44695 CIENA CORP COM NEW 171779309 18114 1188600 SH Sole 1188600 CIMAREX ENERGY CO COMMON 171798101 3153 53100 SH Sole 53100 CINCINNATI BELL INC COMMON 171871106 434 127400 SH Sole 127400 CINCINNATI FINANCIAL CORP COMMON 172062101 28215 976303 SH Sole 976303 CISCO SYSTEMS INC COMMON 17275R102 173363 6660109 SH Sole 6660109 CINTAS CORP COMMON 172908105 1979 70458 SH Sole 70458 CITIGROUP INC COMMON 172967101 150368 37127794 SH Sole 37127794 CITRIX SYSTEMS INC COMMON 177376100 4674 98469 SH Sole 98469 CITY NATIONAL CORP COMMON 178566105 1482 27459 SH Sole 27459 CITY TELECOM H K LTD SPONSORED ADR 178677209 3539 220240 SH Sole 220240 CLEAN HARBORS INC COMMON 184496107 806 14500 SH Sole 14500 CLIFFS NATURAL 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SH Sole 37000 CORRECTIONS CORP OF AMERICA COM NEW 22025Y407 1458 73400 SH Sole 73400 COSTCO WHOLESALE CORP COMMON 22160K105 14053 235350 SH Sole 235350 COUSINS PROPERTIES INC COM 222795106 535 64390 SH Sole 64390 COVANCE INC COMMON 222816100 2496 40650 SH Sole 40650 COVENTRY HEALTH CARE INC COMMON 222862104 1960 79275 SH Sole 79275 CRANE CO COMMON 224399105 1052 29632 SH Sole 29632 CREE RESEARCH INC COMMON 225447101 4719 67200 SH Sole 67200 CROWN CASTLE INTL CORP COMMON 228227104 3496 91442 SH Sole 91442 CULLEN/FROST BANKERS INC COMMON 229899109 2120 38000 SH Sole 38000 CUMMINS INC COMMON 231021106 6682 107864 SH Sole 107864 CYTEC INDUSTRIES INC COMMON 232820100 1442 30850 SH Sole 30850 DPL INC COMMON 233293109 4426 162793 SH Sole 162793 DR HORTON INC COMMON 23331A109 1868 148215 SH Sole 148215 DST SYSTEMS INC COMMON 233326107 1011 24400 SH Sole 24400 DTE ENERGY COMPANY COMMON 233331107 3943 88412 SH Sole 88412 DANAHER CORP COMMON 235851102 11215 140340 SH Sole 140340 DARDEN 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DE NEMOURS COMMON 263534109 32158 863529 SH Sole 863529 DUKE REALTY CORP COM NEW 264411505 1761 142000 SH Sole 142000 DUKE ENERGY CORP COMMON 26441C105 17159 1051402 SH Sole 1051402 DUN + BRADSTREET CORP COMMON 26483E100 2032 27300 SH Sole 27300 DYNEGY INC CL A 26817G102 402 319400 SH Sole 319400 EMC CORP/MASS COMMON 268648102 19839 1099749 SH Sole 1099749 EOG RESOURCES INC COMMON 26875P101 12576 135314 SH Sole 135314 EQT CORP COMMON 26884L109 3153 76900 SH Sole 76900 E TRADE FINANCIAL CORP COMMON 269246104 1407 852923 SH Sole 852923 EASTMAN CHEMICAL COMPANY COMMON 277432100 2482 38977 SH Sole 38977 EASTMAN KODAK CO COMMON 277461109 833 143882 SH Sole 143882 EATON CORP COMMON 278058102 6711 88573 SH Sole 88573 EATON VANCE CORP COM NON VTG 278265103 2495 74400 SH Sole 74400 EBAY INC COMMON 278642103 81479 3023325 SH Sole 3023325 ECOLAB INC COMMON 278865100 5564 126608 SH Sole 126608 EDISON INTERNATIONAL COMMON 281020107 61449 1798337 SH Sole 1798337 EDWARDS LIFESCIENCES CORP COMMON 28176E108 3544 35841 SH Sole 35841 EL PASO CORP COMMON 28336L109 4073 375707 SH Sole 375707 EL PASO PIPELINE PARTNERS LP COM UNIT LPI 283702108 3988 143000 SH Sole 143000 ELECTRONIC ARTS INC COMMON 285512109 3265 174978 SH Sole 174978 EMERSON ELECTRIC CO COMMON 291011104 20293 403116 SH Sole 403116 ENDO PHARMACEUT HLDGS INC COMMON 29264F205 1760 74300 SH Sole 74300 ENERGEN CORP COMMON 29265N108 2112 45400 SH Sole 45400 ENERGIZER HOLDINGS INC COMMON 29266R108 2777 44244 SH Sole 44244 ENSCO PLC SPONSORED ADR 29358Q109 58048 1296300 SH Sole 1296300 ENTERGY CORP COMMON 29364G103 8249 101400 SH Sole 101400 ENTERPRISE PRODUCTS PARTNERS COM 293792107 17109 494767 SH Sole 494767 EQUIFAX INC COMMON 294429105 2423 67681 SH Sole 67681 EQUINIX INC COM NEW 29444U502 2424 24900 SH Sole 24900 EQUITY ONE INC COM 294752100 419 22200 SH Sole 22200 EQUITY RESIDENTIAL SH BEN INT 29476L107 5911 150995 SH Sole 150995 ESSEX PROPERTY TRUST INC COM 297178105 1655 18400 SH Sole 18400 EXELON CORP COMMON 30161N101 43966 1003550 SH Sole 1003550 EXPEDIA INC COMMON 30212P105 2827 113280 SH Sole 113280 EXPEDITORS INTL WASH INC COMMON 302130109 4196 113638 SH Sole 113638 EXPRESS SCRIPTS INC COMMON 302182100 15008 147489 SH Sole 147489 EXTERRAN HOLDINGS INC COMMON 30225X103 957 39612 SH Sole 39612 EXXON MOBIL CORP COMMON 30231G102 169427 2529515 SH Sole 2529515 FLIR SYSTEMS INC COMMON 302445101 2310 81900 SH Sole 81900 FMC CORP COM NEW 302491303 2355 38900 SH Sole 38900 FMC TECHNOLOGIES INC COMMON 30249U101 4227 65400 SH Sole 65400 FPL GROUP INC COMMON 302571104 10704 221468 SH Sole 221468 FTI CONSULTING INC COMMON 302941109 1156 29400 SH Sole 29400 FACTSET RESEARCH SYSTEMS INC COMMON 303075105 1952 26600 SH Sole 26600 FAIR ISAAC CORP COMMON 303250104 745 29400 SH Sole 29400 FAIRCHILD SEMICON INTERNATIO COMMON 303726103 838 78700 SH Sole 78700 FAMILY DOLLAR STORES COMMON 307000109 2714 74140 SH Sole 74140 FASTENAL CO COMMON 311900104 3376 70346 SH Sole 70346 FEDERAL REALTY INVS TRUST SH BEN INT NEW 313747206 2825 38800 SH Sole 38800 FEDERAL SIGNAL CORP COMMON 313855108 278 30863 SH Sole 30863 FEDERATED INVESTORS INC CL B 314211103 1252 47450 SH Sole 47450 FEDEX CORP COMMON 31428X106 15657 167636 SH Sole 167636 F5 NETWORKS INC COMMON 315616102 3094 50300 SH Sole 50300 FIDELITY NATIONAL INFORMATIO COMMON 31620M106 4144 176806 SH Sole 176806 FIDELITY NATIONAL FINL CL A 31620R105 2162 145869 SH Sole 145869 FIFTH THIRD BANCORP COMMON 316773100 5789 425967 SH Sole 425967 FIRST AMERICAN CORPORATION COMMON 318522307 2217 65500 SH Sole 65500 FIRST HORIZON NATIONAL CORP COMMON 320517105 1696 120693 SH Sole 120693 FIRST NIAGARA FINANCIAL GRP COMMON 33582V108 1698 119400 SH Sole 119400 FIRST SOLAR INC COMMON 336433107 82617 673600 SH Sole 673600 FISERV INC COMMON 337738108 4144 81631 SH Sole 81631 FIRSTMERIT CORP COMMON 337915102 1188 55069 SH Sole 55069 FIRSTENERGY CORP COMMON 337932107 6386 163356 SH Sole 163356 FLUOR CORP COMMON 343412102 4455 95782 SH Sole 95782 FLOWERS FOODS INC COMMON 343498101 1207 48800 SH Sole 48800 FLOWSERVE CORP COMMON 34354P105 3297 29900 SH Sole 29900 FOOT LOCKER INC COMMON 344849104 1490 99100 SH Sole 99100 FORD MOTOR CO COM PAR $0.01 345370860 84905 6754602 SH Sole 6754602 FOREST LABORATORIES INC COMMON 345838106 5081 162008 SH Sole 162008 FOREST OIL CORP COM PAR $0.01 346091705 1838 71200 SH Sole 71200 FORTUNE BRANDS INC COMMON 349631101 3951 81439 SH Sole 81439 FOSSIL INC COMMON 349882100 1151 30500 SH Sole 30500 FRANKLIN RESOURCES INC COMMON 354613101 8814 79479 SH Sole 79479 FREEPORT MCMORAN COPPER COMMON 35671D857 19272 230693 SH Sole 230693 FRONTIER COMMUNICATIONS CORP COMMON 35906A108 1245 167352 SH Sole 167352 FRONTIER OIL CORP COMMON 35914P105 895 66300 SH Sole 66300 FULTON FINANCIAL CORP COMMON 360271100 1138 111700 SH Sole 111700 GATX CORP COMMON 361448103 836 29190 SH Sole 29190 ARTHUR J GALLAGHER + CO COMMON 363576109 1593 64900 SH Sole 64900 GAMESTOP CORP CL A 36467W109 61495 2806697 SH Sole 2806697 GANNETT CO COMMON 364730101 2101 127156 SH Sole 127156 GAP INC/THE COMMON 364760108 5894 255044 SH Sole 255044 GARTNER INC COMMON 366651107 852 38300 SH Sole 38300 GEN PROBE INC COMMON 36866T103 31005 620100 SH Sole 620100 GENERAL DYNAMICS CORP COMMON 369550108 15957 206703 SH Sole 206703 GENERAL ELECTRIC CO COMMON 369604103 193153 10612813 SH Sole 10612813 GENERAL MILLS INC COMMON 370334104 12498 176553 SH Sole 176553 GENTEX CORP COMMON 371901109 1709 88000 SH Sole 88000 GENUINE PARTS CO COMMON 372460105 3592 85029 SH Sole 85029 GENWORTH FINANCIAL INC COM CL A 37247D106 4805 261992 SH Sole 261992 GENZYME CORP COMMON 372917104 106628 2057266 SH Sole 2057266 GILEAD SCIENCES INC COMMON 375558103 110155 2422053 SH Sole 2422053 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 9391 243800 SH Sole 243800 GLOBAL PAYMENTS INC COMMON 37940X102 2350 51600 SH Sole 51600 GOLDMAN SACHS GROUP INC COMMON 38141G104 101460 594621 SH Sole 594621 GOODRICH CORP COMMON 382388106 4730 67071 SH Sole 67071 GOODYEAR TIRE + RUBBER CO COMMON 382550101 1641 129820 SH Sole 129820 GOOGLE INC CL A 38259P508 297892 525373 SH Sole 525373 GRACO INC COMMON 384109104 1216 38000 SH Sole 38000 WW GRAINGER INC COMMON 384802104 3571 33030 SH Sole 33030 GRANITE CONSTRUCTION INC COMMON 387328107 642 21245 SH Sole 21245 GREAT PLAINS ENERGY INC COMMON 391164100 1592 85710 SH Sole 85710 GREEN MOUNTAIN COFFEE ROASTE COMMON 393122106 2140 22100 SH Sole 22100 GREENHILL + CO INC COMMON 395259104 1067 13000 SH Sole 13000 GREIF INC CL A 397624107 1197 21800 SH Sole 21800 GUESS? INC COMMON 401617105 1734 36900 SH Sole 36900 HCC INSURANCE HOLDINGS INC COMMON 404132102 2004 72600 SH Sole 72600 HCP INC COM 40414L109 5197 157476 SH Sole 157476 HNI CORP COMMON 404251100 760 28540 SH Sole 28540 HALLIBURTON CO COMMON 406216101 56810 1885484 SH Sole 1885484 HANESBRANDS INC COMMON 410345102 1680 60381 SH Sole 60381 HANOVER INSURANCE GROUP INC/ COMMON 410867105 1380 31650 SH Sole 31650 HANSEN NATURAL CORPORATION COMMON 411310105 1939 44700 SH Sole 44700 HARLEY DAVIDSON INC COMMON 412822108 47865 1705203 SH Sole 1705203 HARMAN INTERNATIONAL COMMON 413086109 1738 37157 SH Sole 37157 HARRIS CORP COMMON 413875105 3326 70033 SH Sole 70033 HARSCO CORP COMMON 415864107 1623 50820 SH Sole 50820 HARTE HANKS INC COMMON 416196103 311 24200 SH Sole 24200 HARTFORD FINANCIAL SVCS GRP COMMON 416515104 6748 237428 SH Sole 237428 HASBRO INC COMMON 418056107 2517 65750 SH Sole 65750 HAWAIIAN ELECTRIC INDS COMMON 419870100 1310 58340 SH Sole 58340 HEALTH MGMT ASSOCIATES INC CL A 421933102 1361 158200 SH Sole 158200 HEALTH CARE REIT INC COM 42217K106 2999 66300 SH Sole 66300 HEALTH NET INC COMMON 42222G108 1578 63468 SH Sole 63468 HJ HEINZ CO COMMON 423074103 7730 169478 SH Sole 169478 HELIX ENERGY SOLUTIONS GROUP COMMON 42330P107 757 58100 SH Sole 58100 HELLENIC TELECOMMUNICATIONS SPONSORED ADR 423325307 23 3650 SH Sole 3650 HELMERICH + PAYNE COMMON 423452101 2155 56600 SH Sole 56600 JACK HENRY + ASSOCIATES INC COMMON 426281101 1288 53550 SH Sole 53550 HERSHEY CO/THE COMMON 427866108 3818 89175 SH Sole 89175 HESS CORP COMMON 42809H107 62614 1001022 SH Sole 1001022 HEWITT ASSOCIATES INC COMMON 42822Q100 2108 53000 SH Sole 53000 HEWLETT PACKARD CO COMMON 428236103 67035 1261247 SH Sole 1261247 HIGHWOODS PROPERTIES INC COM 431284108 1434 45200 SH Sole 45200 HILL ROM HOLDINGS INC COMMON 431475102 1084 39850 SH Sole 39850 HOLOGIC INC COMMON 436440101 3035 163680 SH Sole 163680 HOME DEPOT INC COMMON 437076102 58690 1814227 SH Sole 1814227 HONEYWELL INTERNATIONAL INC COMMON 438516106 30088 664627 SH Sole 664627 HORACE MANN EDUCATORS COMMON 440327104 374 24850 SH Sole 24850 HORMEL FOODS CORP COMMON 440452100 1563 37200 SH Sole 37200 HOSPIRA INC COMMON 441060100 4973 87779 SH Sole 87779 HOSPITALITY PROPERTIES TRUST COM SH BEN INT 44106M102 1870 78100 SH Sole 78100 HOST HOTELS + RESORTS INC COM 44107P104 5127 349949 SH Sole 349949 HUBBELL INC CL B 443510201 1907 37814 SH Sole 37814 HUDSON CITY BANCORP INC COMMON 443683107 3595 253913 SH Sole 253913 HUMANA INC COMMON 444859102 4265 91195 SH Sole 91195 HUNT (JB) TRANSPRT SVCS INC COMMON 445658107 1993 55560 SH Sole 55560 HUNTINGTON BANCSHARES INC COMMON 446150104 2061 383806 SH Sole 383806 ITT EDUCATIONAL SERVICES INC COMMON 45068B109 74915 666027 SH Sole 666027 ITT CORP COMMON 450911102 5253 97988 SH Sole 97988 IDACORP INC COMMON 451107106 1052 30380 SH Sole 30380 IDEX CORP COMMON 45167R104 1698 51300 SH Sole 51300 IDEXX LABORATORIES INC COMMON 45168D104 2118 36800 SH Sole 36800 ILLINOIS TOOL WORKS COMMON 452308109 27737 585663 SH Sole 585663 IMMUCOR INC COMMON 452526106 990 44200 SH Sole 44200 INFORMATICA CORP COMMON 45666Q102 1539 57300 SH Sole 57300 INGRAM MICRO INC CL A 457153104 1818 103600 SH Sole 103600 INTEGRATED DEVICE TECH INC COMMON 458118106 643 104920 SH Sole 104920 INTEL CORP COMMON 458140100 65880 2959578 SH Sole 2959578 INTEGRYS ENERGY GROUP INC COMMON 45822P105 7780 164214 SH Sole 164214 INTERCONTINENTALEXCHANGE INC COMMON 45865V100 4425 39447 SH Sole 39447 INTERNATIONAL BANCSHARES CRP COMMON 459044103 754 32800 SH Sole 32800 INTL BUSINESS MACHINES CORP COMMON 459200101 89258 695967 SH Sole 695967 INTL FLAVORS + FRAGRANCES COMMON 459506101 2020 42382 SH Sole 42382 INTL GAME TECHNOLOGY COMMON 459902102 2932 158933 SH Sole 158933 INTERNATIONAL PAPER CO COMMON 460146103 5710 232004 SH Sole 232004 INTL RECTIFIER CORP COMMON 460254105 1032 45050 SH Sole 45050 INTL SPEEDWAY CORP CL A 460335201 499 19350 SH Sole 19350 INTERPUBLIC GROUP OF COS INC COMMON 460690100 2165 260276 SH Sole 260276 INTERSIL CORP COMMON 46069S109 1150 77900 SH Sole 77900 INTUIT INC COMMON 461202103 5776 168192 SH Sole 168192 INTUITIVE SURGICAL INC COMMON 46120E602 7254 20838 SH Sole 20838 INTREPID POTASH INC COMMON 46121Y102 792 26100 SH Sole 26100 IRON MOUNTAIN INC COMMON 462846106 2661 97100 SH Sole 97100 ISHARES INC MSCI SINGAPORE 464286673 4945 430000 SH Sole 430000 ISHARES INC MSCI SWEDEN 464286756 9140 360000 SH Sole 360000 ISHARES INC MSCI S KOREA 464286772 7500 150000 SH Sole 150000 ISHARES MSCI JAPAN INDEX FD MSCI JAPAN 464286848 15138 1450000 SH Sole 1450000 ISHARES INC MSCI ITALY 464286855 5107 280000 SH Sole 280000 ISHARES TR S&P MIDCAP 400 464287507 9444 120000 SH Sole 120000 ITRON INC COMMON 465741106 1843 25400 SH Sole 25400 J CREW GROUP INC COMMON 46612H402 1625 35400 SH Sole 35400 JDS UNIPHASE CORP COM PAR $0.001 46612J507 1500 119721 SH Sole 119721 JPMORGAN CHASE + CO COMMON 46625H100 140953 3149785 SH Sole 3149785 JABIL CIRCUIT INC COMMON 466313103 1674 103407 SH Sole 103407 JACOBS ENGINEERING GROUP INC COMMON 469814107 25073 554830 SH Sole 554830 JANUS CAPITAL GROUP INC COMMON 47102X105 1407 98450 SH Sole 98450 JEFFERIES GROUP INC (NEW) COMMON 472319102 1825 77100 SH Sole 77100 JETBLUE AIRWAYS CORP COMMON 477143101 733 131323 SH Sole 131323 JOHNSON + JOHNSON COMMON 478160104 326391 5006002 SH Sole 5006002 JOHNSON CONTROLS INC COMMON 478366107 11873 359886 SH Sole 359886 JONES LANG LASALLE INC COMMON 48020Q107 1939 26600 SH Sole 26600 JOY GLOBAL INC COMMON 481165108 3690 65200 SH Sole 65200 JUNIPER NETWORKS INC COMMON 48203R104 34555 1126319 SH Sole 1126319 KBR INC COMMON 48242W106 2252 101642 SH Sole 101642 KLA TENCOR CORPORATION COMMON 482480100 2851 92212 SH Sole 92212 KANSAS CITY SOUTHERN COM NEW 485170302 2210 61100 SH Sole 61100 KB HOME COMMON 48666K109 784 46800 SH Sole 46800 KELLOGG CO COMMON 487836108 7301 136647 SH Sole 136647 KENNAMETAL INC COMMON 489170100 1453 51660 SH Sole 51660 KEYCORP COMMON 493267108 3646 470480 SH Sole 470480 KIMBERLY CLARK CORP COMMON 494368103 14022 222994 SH Sole 222994 KIMCO REALTY CORP COM 49446R109 3398 217270 SH Sole 217270 KINDER MORGAN ENERGY PRTNRS UT LTD PARTNER 494550106 11089 169500 SH Sole 169500 KINDRED HEALTHCARE INC COMMON 494580103 448 24800 SH Sole 24800 KINETIC CONCEPTS INC COM NEW 49460W208 1879 39300 SH Sole 39300 KING PHARMACEUTICALS INC COMMON 495582108 1565 133111 SH Sole 133111 KIRBY CORP COMMON 497266106 1301 34100 SH Sole 34100 KOHLS CORP COMMON 500255104 8999 164268 SH Sole 164268 KORN/FERRY INTERNATIONAL COM NEW 500643200 512 29000 SH Sole 29000 KRAFT FOODS INC CL A 50075N104 28135 930400 SH Sole 930400 KROGER CO COMMON 501044101 38827 1792576 SH Sole 1792576 LKQ CORP COMMON 501889208 1817 89500 SH Sole 89500 LSI CORP COMMON 502161102 2153 351732 SH Sole 351732 L 3 COMMUNICATIONS HLDGS INC COMMON 502424104 44129 481601 SH Sole 481601 LABORATORY CRP OF AMER HLDGS COM NEW 50540R409 4244 56056 SH Sole 56056 LAM RESEARCH CORP COMMON 512807108 3023 81000 SH Sole 81000 LAMAR ADVERTISING CO CL A 512815101 1161 33800 SH Sole 33800 LANCASTER COLONY CORP COMMON 513847103 726 12320 SH Sole 12320 LANDSTAR SYSTEM INC COMMON 515098101 1335 31800 SH Sole 31800 ESTEE LAUDER COMPANIES CL A 518439104 4107 63314 SH Sole 63314 LEGGETT + PLATT INC COMMON 524660107 1720 79488 SH Sole 79488 LEGG MASON INC COMMON 524901105 2499 87149 SH Sole 87149 LENDER PROCESSING SERVICES COMMON 52602E102 2284 60502 SH Sole 60502 LENNAR CORP CL A 526057104 1500 87170 SH Sole 87170 LENNOX INTERNATIONAL INC COMMON 526107107 1374 31000 SH Sole 31000 LEUCADIA NATIONAL CORP COMMON 527288104 2521 101629 SH Sole 101629 LEXMARK INTERNATIONAL INC CL A 529771107 1510 41857 SH Sole 41857 LIBERTY PROPERTY TRUST SH BEN INT 531172104 2423 71400 SH Sole 71400 LIFE TIME FITNESS INC COMMON 53217R207 736 26200 SH Sole 26200 LIFE TECHNOLOGIES CORP COMMON 53217V109 5066 96912 SH Sole 96912 LIFEPOINT HOSPITALS INC COMMON 53219L109 1276 34700 SH Sole 34700 ELI LILLY + CO COMMON 532457108 19693 543700 SH Sole 543700 LTD BRANDS INC COMMON 532716107 3528 143306 SH Sole 143306 LINCARE HOLDINGS INC COMMON 532791100 1867 41600 SH Sole 41600 LINCOLN ELECTRIC HOLDINGS COMMON 533900106 1467 27000 SH Sole 27000 LINCOLN NATIONAL CORP COMMON 534187109 4971 161936 SH Sole 161936 LINEAR TECHNOLOGY CORP COMMON 535678106 3386 119730 SH Sole 119730 LOCKHEED MARTIN CORP COMMON 539830109 158049 1899171 SH Sole 1899171 LOEWS CORP COMMON 540424108 23277 624392 SH Sole 624392 LORILLARD INC COMMON 544147101 9177 121970 SH Sole 121970 LOUISIANA PACIFIC CORP COMMON 546347105 727 80299 SH Sole 80299 LOWE S COS INC COMMON 548661107 71044 2930843 SH Sole 2930843 LUBRIZOL CORP COMMON 549271104 3974 43330 SH Sole 43330 M + T BANK CORP COMMON 55261F104 3531 44476 SH Sole 44476 MDC HOLDINGS INC COMMON 552676108 824 23800 SH Sole 23800 MDU RESOURCES GROUP INC COMMON 552690109 2567 118962 SH Sole 118962 MEMC ELECTRONIC MATERIALS COMMON 552715104 1868 121841 SH Sole 121841 MSC INDUSTRIAL DIRECT CO CL A 553530106 1420 28000 SH Sole 28000 MSCI INC CL A 55354G100 2401 66500 SH Sole 66500 MACERICH CO/THE COM 554382101 2379 62088 SH Sole 62088 MACK CALI REALTY CORP COM 554489104 1766 50100 SH Sole 50100 MACY S INC COMMON 55616P104 4911 225565 SH Sole 225565 MANPOWER INC WIS COMMON 56418H100 2846 49830 SH Sole 49830 MANTECH INTERNATIONAL CORP CL A 564563104 689 14100 SH Sole 14100 MARATHON OIL CORP COMMON 565849106 12000 379262 SH Sole 379262 MARINER ENERGY INC COMMON 56845T305 964 64400 SH Sole 64400 MARSH + MCLENNAN COS COMMON 571748102 6963 285140 SH Sole 285140 MARSHALL + ILSLEY CORP COMMON 571837103 2272 282203 SH Sole 282203 MARRIOTT INTERNATIONAL CL A 571903202 4298 136361 SH Sole 136361 MARTIN MARIETTA MATERIALS COMMON 573284106 2398 28700 SH Sole 28700 MASCO CORP COMMON 574599106 2983 192202 SH Sole 192202 MASIMO CORPORATION COMMON 574795100 876 33000 SH Sole 33000 MASSEY ENERGY CO COMMON 576206106 2666 50992 SH Sole 50992 MASTERCARD INC CL A 57636Q104 13129 51689 SH Sole 51689 MATTEL INC COMMON 577081102 4430 194832 SH Sole 194832 MATTHEWS INTL CORP CL A 577128101 682 19200 SH Sole 19200 MCAFEE INC COMMON 579064106 3411 85000 SH Sole 85000 MCCORMICK + CO COM NON VTG 579780206 2714 70746 SH Sole 70746 MCDONALD S CORP COMMON 580135101 98846 1481502 SH Sole 1481502 MCGRAW HILL COMPANIES INC COMMON 580645109 53671 1505502 SH Sole 1505502 MCKESSON CORP COMMON 58155Q103 9486 144337 SH Sole 144337 MEAD JOHNSON NUTRITION CO COMMON 582839106 5702 109600 SH Sole 109600 MEADWESTVACO CORP COMMON 583334107 2343 91720 SH Sole 91720 MEDCO HEALTH SOLUTIONS INC COMMON 58405U102 16052 248641 SH Sole 248641 MEDICIS PHARMACEUTICAL CL A NEW 584690309 923 36700 SH Sole 36700 MEDTRONIC INC COMMON 585055106 44079 978870 SH Sole 978870 MENTOR GRAPHICS CORP COMMON 587200106 527 65760 SH Sole 65760 MERCK CO INC COMMON 58933Y105 309188 8278129 SH Sole 8278129 MERCURY GENERAL CORP COMMON 589400100 984 22500 SH Sole 22500 MEREDITH CORP COMMON 589433101 678 19715 SH Sole 19715 METLIFE INC COMMON 59156R108 129959 2998597 SH Sole 2998597 METROPCS COMMUNICATIONS INC COMMON 591708102 1712 241744 SH Sole 241744 METTLER TOLEDO INTERNATIONAL COMMON 592688105 2337 21400 SH Sole 21400 MICROS SYSTEMS INC COMMON 594901100 1657 50400 SH Sole 50400 MICROSOFT CORP COMMON 594918104 308811 10550426 SH Sole 10550426 MICROCHIP TECHNOLOGY INC COMMON 595017104 2781 98745 SH Sole 98745 MICRON TECHNOLOGY INC COMMON 595112103 4736 455782 SH Sole 455782 HERMAN MILLER INC COMMON 600544100 640 35430 SH Sole 35430 MILLIPORE CORP COMMON 601073109 3172 30039 SH Sole 30039 MINE SAFETY APPLIANCES CO COMMON 602720104 534 19100 SH Sole 19100 MINERALS TECHNOLOGIES INC COMMON 603158106 614 11840 SH Sole 11840 MOHAWK INDUSTRIES INC COMMON 608190104 1936 35600 SH Sole 35600 MOLEX INC COMMON 608554101 1516 72658 SH Sole 72658 MOLSON COORS BREWING CO CL B 60871R209 3569 84852 SH Sole 84852 MONSANTO CO COMMON 61166W101 166930 2337307 SH Sole 2337307 MONSTER WORLDWIDE INC COMMON 611742107 1117 67259 SH Sole 67259 MOODY S CORP COMMON 615369105 3135 105389 SH Sole 105389 MORGAN STANLEY COM NEW 617446448 196114 6695590 SH Sole 6695590 MOTOROLA INC COMMON 620076109 8699 1239155 SH Sole 1239155 MURPHY OIL CORP COMMON 626717102 5754 102401 SH Sole 102401 MYLAN INC COMMON 628530107 3731 164288 SH Sole 164288 NBTY INC COMMON 628782104 1919 40000 SH Sole 40000 NCR CORPORATION COMMON 62886E108 1392 100840 SH Sole 100840 NII HOLDINGS INC CL B NEW 62913F201 49159 1180000 SH Sole 1180000 NRG ENERGY INC COM NEW 629377508 2932 140300 SH Sole 140300 NTT DOCOMO INC SPONSORED ADR 62942M201 312 20500 SH Sole 20500 NVR INC COMMON 62944T105 2812 3870 SH Sole 3870 NYSE EURONEXT COMMON 629491101 4140 139808 SH Sole 139808 NASDAQ OMX GROUP/THE COMMON 631103108 1675 79300 SH Sole 79300 NATIONAL FUEL GAS CO COMMON 636180101 2597 51380 SH Sole 51380 NATIONAL GRID PLC SPON ADR NEW 636274300 5924 121523 SH Sole 121523 NATIONAL INSTRUMENTS CORP COMMON 636518102 1209 36250 SH Sole 36250 NATIONAL OILWELL VARCO INC COMMON 637071101 39916 983639 SH Sole 983639 NATIONAL SEMICONDUCTOR CORP COMMON 637640103 1841 127374 SH Sole 127374 NATIONWIDE HEALTH PPTYS INC COM 638620104 2615 74400 SH Sole 74400 NAVIGANT CONSULTING INC COMMON 63935N107 385 31700 SH Sole 31700 NETAPP INC COMMON 64110D104 6011 184608 SH Sole 184608 NETFLIX INC COMMON 64110L106 1976 26800 SH Sole 26800 NEUSTAR INC CL A 64126X201 1189 47200 SH Sole 47200 NEW YORK COMMUNITY BANCORP COMMON 649445103 4538 274370 SH Sole 274370 NEW YORK TIMES CO CL A 650111107 693 62300 SH Sole 62300 NEWALLIANCE BANCSHARES INC COMMON 650203102 848 67200 SH Sole 67200 NEWELL RUBBERMAID INC COMMON 651229106 2263 148884 SH Sole 148884 NEWFIELD EXPLORATION CO COMMON 651290108 4377 84100 SH Sole 84100 NEWMONT MINING CORP COMMON 651639106 13397 263049 SH Sole 263049 NEWS CORP CL A 65248E104 17397 1207306 SH Sole 1207306 NICOR INC COMMON 654086107 1017 24252 SH Sole 24252 NIKE INC CL B 654106103 21600 293879 SH Sole 293879 99 CENTS ONLY STORES COMMON 65440K106 471 28866 SH Sole 28866 NISOURCE INC COMMON 65473P105 2343 148317 SH Sole 148317 NOKIA CORP SPONSORED ADR 654902204 59970 3859100 SH Sole 3859100 NOBLE ENERGY INC COMMON 655044105 6823 93471 SH Sole 93471 NORDSON CORP COMMON 655663102 1452 21380 SH Sole 21380 NORDSTROM INC COMMON 655664100 3616 88515 SH Sole 88515 NORFOLK SOUTHERN CORP COMMON 655844108 30538 546386 SH Sole 546386 NORTHEAST UTILITIES COMMON 664397106 2599 94030 SH Sole 94030 NORTHERN TRUST CORP COMMON 665859104 57165 1034476 SH Sole 1034476 NORTHROP GRUMMAN CORP COMMON 666807102 10633 162169 SH Sole 162169 NOVARTIS AG SPONSORED ADR 66987V109 111982 2069900 SH Sole 2069900 NOVELL INC COMMON 670006105 1118 186575 SH Sole 186575 NOVELLUS SYSTEMS INC COMMON 670008101 1284 51380 SH Sole 51380 NOVO NORDISK A S ADR 670100205 1180 15300 SH Sole 15300 NSTAR COMMON 67019E107 2394 67600 SH Sole 67600 NUCOR CORP COMMON 670346105 7656 168701 SH Sole 168701 NVIDIA CORP COMMON 67066G104 5166 297251 SH Sole 297251 NV ENERGY INC COMMON 67073Y106 1833 148664 SH Sole 148664 OGE ENERGY CORP COMMON 670837103 2393 61460 SH Sole 61460 OSI PHARMACEUTICALS INC COMMON 671040103 2197 36900 SH Sole 36900 OCCIDENTAL PETROLEUM CORP COMMON 674599105 36772 434970 SH Sole 434970 OCEANEERING INTL INC COMMON 675232102 2209 34800 SH Sole 34800 OFFICE DEPOT INC COMMON 676220106 1175 147192 SH Sole 147192 OLD REPUBLIC INTL CORP COMMON 680223104 1933 152427 SH Sole 152427 OLIN CORP COM PAR $1 680665205 975 49690 SH Sole 49690 OMNICARE INC COMMON 681904108 2154 76130 SH Sole 76130 OMNICOM GROUP COMMON 681919106 6455 166312 SH Sole 166312 OMEGA HEALTHCARE INVESTORS COM 681936100 1095 56200 SH Sole 56200 ONEOK INC COMMON 682680103 2579 56500 SH Sole 56500 ORACLE CORP COMMON 68389X105 118869 4627058 SH Sole 4627058 O REILLY AUTOMOTIVE INC COMMON 686091109 3074 73700 SH Sole 73700 OSHKOSH CORP COMMON 688239201 2287 56700 SH Sole 56700 OVERSEAS SHIPHOLDING GROUP COMMON 690368105 656 16730 SH Sole 16730 OWENS + MINOR INC COMMON 690732102 1234 26600 SH Sole 26600 OWENS ILLINOIS INC COM NEW 690768403 3209 90300 SH Sole 90300 P G + E CORP COMMON 69331C108 8439 198949 SH Sole 198949 PNC FINANCIAL SERVICES GROUP COMMON 693475105 16533 276930 SH Sole 276930 PNM RESOURCES INC COMMON 69349H107 687 54834 SH Sole 54834 PPG INDUSTRIES INC COMMON 693506107 5809 88818 SH Sole 88818 PPL CORPORATION COMMON 69351T106 5599 202070 SH Sole 202070 PACCAR INC COMMON 693718108 8457 195141 SH Sole 195141 PACKAGING CORP OF AMERICA COMMON 695156109 1605 65200 SH Sole 65200 PACTIV CORPORATION COMMON 695257105 1784 70855 SH Sole 70855 PACWEST BANCORP COMMON 695263103 431 18900 SH Sole 18900 PALL CORP COMMON 696429307 2545 62867 SH Sole 62867 PALM INC COMMON 696643105 399 106100 SH Sole 106100 PANERA BREAD COMPANY CL A 69840W108 1537 20100 SH Sole 20100 PARAMETRIC TECHNOLOGY CORP COM NEW 699173209 1340 74239 SH Sole 74239 PARKER HANNIFIN CORP COMMON 701094104 5579 86182 SH Sole 86182 PATRIOT COAL CORP COMMON 70336T104 978 47800 SH Sole 47800 PATTERSON COS INC COMMON 703395103 1553 50008 SH Sole 50008 PATTERSON UTI ENERGY INC COMMON 703481101 1358 97200 SH Sole 97200 PAYCHEX INC COMMON 704326107 5291 172339 SH Sole 172339 PEABODY ENERGY CORP COMMON 704549104 6582 144024 SH Sole 144024 PEARSON PLC SPONSORED ADR 705015105 10942 697400 SH Sole 697400 J.C. 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1708 44200 SH Sole 44200 SONOCO PRODUCTS CO COMMON 835495102 1956 63511 SH Sole 63511 SOTHEBY S COMMON 835898107 1325 42627 SH Sole 42627 SOUTHERN CO COMMON 842587107 14575 439544 SH Sole 439544 SOUTHERN UNION CO COMMON 844030106 1999 78800 SH Sole 78800 SOUTHWEST AIRLINES CO COMMON 844741108 5265 398258 SH Sole 398258 SOUTHWESTERN ENERGY CO COMMON 845467109 7549 185384 SH Sole 185384 SPECTRA ENERGY CORP COMMON 847560109 7815 346861 SH Sole 346861 SPRINT NEXTEL CORP COM SER 1 852061100 6062 1595177 SH Sole 1595177 STANCORP FINANCIAL GROUP COMMON 852891100 1424 29900 SH Sole 29900 STANLEY BLACK + DECKER INC COMMON 854502101 4844 84367 SH Sole 84367 STAPLES INC COMMON 855030102 9136 390588 SH Sole 390588 STARBUCKS CORP COMMON 855244109 9665 398246 SH Sole 398246 STARWOOD HOTELS + RESORTS COMMON 85590A401 4670 100122 SH Sole 100122 STATE STREET CORP COMMON 857477103 11982 265446 SH Sole 265446 STEEL DYNAMICS INC COMMON 858119100 2393 137000 SH Sole 137000 STERICYCLE INC COMMON 858912108 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531933 SH Sole 531933 UNITED RENTALS INC COMMON 911363109 358 38136 SH Sole 38136 UNITED STATES STEEL CORP COMMON 912909108 4879 76806 SH Sole 76806 UNITED TECHNOLOGIES CORP COMMON 913017109 67245 913530 SH Sole 913530 UNITED THERAPEUTICS CORP COMMON 91307C102 1682 30400 SH Sole 30400 UNITEDHEALTH GROUP INC COMMON 91324P102 80896 2476159 SH Sole 2476159 UNITRIN INC COMMON 913275103 885 31550 SH Sole 31550 UNIVERSAL CORP/VA COMMON 913456109 819 15550 SH Sole 15550 UNIVERSAL HEALTH SERVICES CL B 913903100 2155 61400 SH Sole 61400 UNUM GROUP COMMON 91529Y106 4412 178101 SH Sole 178101 URBAN OUTFITTERS INC COMMON 917047102 2643 69500 SH Sole 69500 VCA ANTECH INC COMMON 918194101 1516 54100 SH Sole 54100 VF CORP COMMON 918204108 23445 292508 SH Sole 292508 VALEANT PHARMACEUTICALS INTE COMMON 91911X104 1759 41000 SH Sole 41000 VALERO ENERGY CORP COMMON 91913Y100 8916 452571 SH Sole 452571 VALLEY NATIONAL BANCORP COMMON 919794107 1490 96955 SH Sole 96955 VALMONT INDUSTRIES COMMON 920253101 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