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
EATON CORP PLC SHS G29183103 51,881 818,700 SH   DFND 1 818,700 0 0
ENSCO PLC SHS CLASS A G3157S106 25,728 622,800 SH   DFND 1 622,800 0 0
CHECK POINT SOFTWARE TECH TL ORD M22465104 16,832 243,100 SH   DFND 1 243,100 0 0
LYONDELLBASELL INDUSTRIES N SHS -A- N53745100 8,628 79,400 SH   DFND 1 79,400 0 0
NXP SEMICONDUCTORS N V COM STK COM N6596X109 16,389 239,500 SH   DFND 1 239,500 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 12,949 290,800 SH   DFND 1 290,800 0 0
ABB LTD SPONSORED ADR 000375204 9,641 430,200 SH   DFND 1 430,200 0 0
AOL INC COM 00184X105 16,982 377,800 SH   DFND 1 377,800 0 0
ABBOTT LAB COM 002824100 29,175 701,500 SH   DFND 1 701,500 0 0
ABBVIE INC COM 00287Y109 44,186 765,000 SH   DFND 1 765,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 29,585 519,220 SH   DFND 1 519,220 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,859 25,200 SH   DFND 1 25,200 0 0
ALTERA CORP COM 021441100 17,712 495,018 SH   DFND 1 495,018 0 0
ALTRIA GROUP INC COM 02209S103 17,457 380,000 SH   DFND 1 380,000 0 0
AMAZON COM INC COM 023135106 21,958 68,100 SH   DFND 1 68,100 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 1,422 39,001 SH   DFND 1 39,001 0 0
AMERICAN EXPRESS CO COM 025816109 24,380 278,500 SH   DFND 1 278,500 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 310 18,380 SH   DFND 1 18,380 0 0
AMERICAN INTERNATIONAL GROUP INC COM 026874784 32,855 608,200 SH   DFND 1 608,200 0 0
AMERN RLTY CAP PPTYS INC COM 02917T104 2,064 171,110 SH   DFND 1 171,110 0 0
AMERIPRISE FINL INC COM 03076C106 18,630 151,000 SH   DFND 1 151,000 0 0
ANADARKO PETRO CORP COM 032511107 15,825 156,000 SH   DFND 1 156,000 0 0
ANALOG DEVICES INC COM 032654105 19,638 396,800 SH   DFND 1 396,800 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 514 16,160 SH   DFND 1 16,160 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 19,072 800,000 SH   DFND 1 800,000 0 0
APPLE INC COM 037833100 112,820 1,119,800 SH   DFND 1 1,119,800 0 0
AVALONBAY CMNTYS INC COM 053484101 3,809 27,020 SH   DFND 1 27,020 0 0
BE AEROSPACE INC COM 073302101 159,486 1,900,000 SH   DFND 1 1,900,000 0 0
BEMIS CO INC COM 081437105 9,505 250,000 SH   DFND 1 250,000 0 0
BIOMED REALTY TRUST INC COM 09063H107 412 20,420 SH   DFND 1 20,420 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 26,714 848,600 SH   DFND 1 848,600 0 0
BOEING CO COM 097023105 57,754 453,400 SH   DFND 1 453,400 0 0
BOSTON PROPERTIES INC COM 101121101 3,951 34,130 SH   DFND 1 34,130 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 33,779 660,000 SH   DFND 1 660,000 0 0
BROADCOM CORP CL A 111320107 17,211 425,800 SH   DFND 1 425,800 0 0
CMS ENERGY CORP COM 125896100 11,864 400,000 SH   DFND 1 400,000 0 0
CVS HEALTH CORP COM 126650100 52,299 657,100 SH   DFND 1 657,100 0 0
CA INC COM 12673P105 14,249 510,000 SH   DFND 1 510,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102 18,770 273,890 SH   DFND 1 273,890 0 0
CAMERON INTL CORP COM 13342B105 17,292 260,500 SH   DFND 1 260,500 0 0
CAP 1 FNCL COM 14040H105 33,685 412,700 SH   DFND 1 412,700 0 0
CARDINAL HLTH INC COM 14149Y108 41,116 548,800 SH   DFND 1 548,800 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 27,706 909,591 SH   DFND 1 909,591 0 0
CATAMARAN CORP COM 148887102 31,339 743,500 SH   DFND 1 743,500 0 0
CELGENE CORP COM 151020104 40,926 431,800 SH   DFND 1 431,800 0 0
CHEVRON CORP COM 166764100 95,086 796,900 SH   DFND 1 796,900 0 0
CINEMARK HLDGS INC COM 17243V102 14,263 419,000 SH   DFND 1 419,000 0 0
CISCO SYSTEMS INC COM 17275R102 57,060 2,267,000 SH   DFND 1 2,267,000 0 0
CITIGROUP INC COM NEW 172967424 53,130 1,025,280 SH   DFND 1 1,025,280 0 0
CITRIX SYS INC COM 177376100 24,462 342,900 SH   DFND 1 342,900 0 0
COCA COLA CO COM 191216100 30,502 715,000 SH   DFND 1 715,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 23,728 530,000 SH   DFND 1 530,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 22,091 403,200 SH   DFND 1 403,200 0 0
CONAGRA FOODS INC COM 205887102 15,694 475,000 SH   DFND 1 475,000 0 0
COSTCO WHOLESALE CORP NEW COM 22160K105 27,583 220,100 SH   DFND 1 220,100 0 0
CUBESMART COM 229663109 741 41,210 SH   DFND 1 41,210 0 0
DDR CORP COM 23317H102 1,486 88,840 SH   DFND 1 88,840 0 0
DANAHER CORP COM 235851102 33,029 434,700 SH   DFND 1 434,700 0 0
DICKS SPORTING GOODS INC COM 253393102 23,742 541,072 SH   DFND 1 541,072 0 0
DIGITAL RLTY TR INC COM 253868103 1,708 27,381 SH   DFND 1 27,381 0 0
WALT DISNEY CO COM 254687106 20,931 235,100 SH   DFND 1 235,100 0 0
DISCOVERY COMMUNICATIONS INC NEW COM SER A 25470F104 13,687 362,100 SH   DFND 1 362,100 0 0
DISCOVERY COMMUNICATIONS INC NEW COM SER C 25470F302 11,411 306,100 SH   DFND 1 306,100 0 0
DOUGLAS EMMETT INC COM 25960P109 601 23,400 SH   DFND 1 23,400 0 0
DOW CHEMICAL CO COM 260543103 39,209 747,700 SH   DFND 1 747,700 0 0
DUKE REALTY CORP COM NEW 264411505 1,691 98,455 SH   DFND 1 98,455 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 56,018 749,200 SH   DFND 1 749,200 0 0
EMC CORP COM 268648102 31,984 1,093,100 SH   DFND 1 1,093,100 0 0
EASTMAN CHEM CO COM 277432100 22,900 283,100 SH   DFND 1 283,100 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 1,241 29,300 SH   DFND 1 29,300 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 4,487 72,870 SH   DFND 1 72,870 0 0
ESSESX PPTY TR INC COM 297178105 2,284 12,780 SH   DFND 1 12,780 0 0
EXTRA SPACE STORAGE INC COM 30225T102 1,062 20,590 SH   DFND 1 20,590 0 0
EXXON MOBIL CORP COM 30231G102 65,713 698,700 SH   DFND 1 698,700 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 2,109 17,800 SH   DFND 1 17,800 0 0
FIDELITY NATL INFORMATION SVCS INC COM 31620M106 23,139 411,000 SH   DFND 1 411,000 0 0
6th 3RD BANCORP COM 316773100 20,020 1,000,000 SH   DFND 1 1,000,000 0 0
FIREEYE INC COM 31816Q101 10,763 352,200 SH   DFND 1 352,200 0 0
FLOWSERVE CORP COM 34354P105 24,653 349,582 SH   DFND 1 349,582 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 17,378 1,175,000 SH   DFND 1 1,175,000 0 0
FREEPORT-MCMORAN INC COM 35671D857 29,232 895,300 SH   DFND 1 895,300 0 0
GEO GROUP INC NEW COM 36162J106 1,342 35,100 SH   DFND 1 35,100 0 0
GALLAGHER ARTHUR J & CO COM 363576109 15,876 350,000 SH   DFND 1 350,000 0 0
GAMESTOP CORP NEW CL A 36467W109 11,330 275,000 SH   DFND 1 275,000 0 0
GAP INC COM 364760108 16,201 388,600 SH   DFND 1 388,600 0 0
GENERAL ELECTRIC CO COM 369604103 64,050 2,500,000 SH   DFND 1 2,500,000 0 0
GENERAL GROWTH PPTYS INC NEW COM 370023103 2,906 123,400 SH   DFND 1 123,400 0 0
GENERAL MILLS INC COM 370334104 25,225 500,000 SH   DFND 1 500,000 0 0
GEN MTRS CO COM 37045V100 42,825 1,340,800 SH   DFND 1 1,340,800 0 0
GLAOSMITHKLINE PLC SPONSORED ADR 37733W105 49,694 1,081,000 SH   DFND 1 1,081,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 21,900 119,300 SH   DFND 1 119,300 0 0
GOOGLE INC CL A 38259P508 66,137 112,400 SH   DFND 1 112,400 0 0
GOOGLE INC CL C 38259P706 39,318 68,100 SH   DFND 1 68,100 0 0
GUESS INC COM 401617105 14,287 650,310 SH   DFND 1 650,310 0 0
HCP INC COM 40414L109 3,602 90,711 SH   DFND 1 90,711 0 0
HALLIBURTON CO COM 406216101 15,263 236,600 SH   DFND 1 236,600 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 32,143 862,900 SH   DFND 1 862,900 0 0
HEALTHCARE RLTY TR COM 421946104 773 32,658 SH   DFND 1 32,658 0 0
HEALTH CARE REIT INC COM 42217K106 22,815 365,805 SH   DFND 1 365,805 0 0
HIGHWOODS PPTYS INC COM 431284108 1,232 31,670 SH   DFND 1 31,670 0 0
HOME DEPOT INC COM 437076102 53,466 582,800 SH   DFND 1 582,800 0 0
HOST HOTELS & RESORTS INC REIT COM 44107P104 3,715 174,170 SH   DFND 1 174,170 0 0
INTL PAPER CO COM 460146103 11,935 250,000 SH   DFND 1 250,000 0 0
ISHARES TR NASDQ BIOTEC ETF 464287556 20,385 74,500 SH   DFND 1 74,500 0 0
JPMORGAN CHASE & CO COM 46625H100 90,318 1,499,300 SH   DFND 1 1,499,300 0 0
KKR & CO L P DEL COM 48248M102 18,181 815,300 SH   DFND 1 815,300 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 25,464 210,100 SH   DFND 1 210,100 0 0
KILROY RLTY CORP COM 49427F108 1,722 28,970 SH   DFND 1 28,970 0 0
KIMBERLY-CLARK CORP COM 494368103 41,286 383,806 SH   DFND 1 383,806 0 0
KIMCO RLTY CORP COM 49446R109 2,403 109,680 SH   DFND 1 109,680 0 0
LKQ CORP COM LKQ CORP COM 501889208 19,756 743,000 SH   DFND 1 743,000 0 0
LAS VEGAS SANDS CORP COM 517834107 61,781 993,100 SH   DFND 1 993,100 0 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 1,442 42,100 SH   DFND 1 42,100 0 0
LAUDER ESTEE COS INC CL A 518439104 19,151 256,300 SH   DFND 1 256,300 0 0
LIBERTY PPTY TR SH BEN INT 531172104 1,529 45,960 SH   DFND 1 45,960 0 0
MSC INDL DIRECT INC CL A 553530106 20,075 234,900 SH   DFND 1 234,900 0 0
MACERICH CO COM 554382101 2,500 39,165 SH   DFND 1 39,165 0 0
MARATHON OIL CORP COM 565849106 22,422 596,500 SH   DFND 1 596,500 0 0
MASTERCARD INC CL A 57636Q104 31,941 432,100 SH   DFND 1 432,100 0 0
MATTEL INC COM 577081102 17,593 574,000 SH   DFND 1 574,000 0 0
MCKESSON CORP COM 58155Q103 32,159 165,200 SH   DFND 1 165,200 0 0
MERCK & CO INC NEW COM 58933Y105 49,036 827,200 SH   DFND 1 827,200 0 0
METLIFE INC COM 59156R108 19,909 370,600 SH   DFND 1 370,600 0 0
MICROSOFT CORP COM 594918104 83,355 1,798,000 SH   DFND 1 1,798,000 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 18,892 400,000 SH   DFND 1 400,000 0 0
MONDELEZ INTL INC COM 609207105 34,073 994,400 SH   DFND 1 994,400 0 0
MONSANTO CO NEW COM 61166W101 20,207 179,600 SH   DFND 1 179,600 0 0
NATIONAL RETAIL PPTYS INC COM 637417106 767 22,200 SH   DFND 1 22,200 0 0
NEXTERA ENERGY INC COM 65339F101 24,484 260,800 SH   DFND 1 260,800 0 0
NIKE INC CL B 654106103 28,276 317,000 SH   DFND 1 317,000 0 0
NOBLE ENERGY INC COM 655044105 31,446 460,000 SH   DFND 1 460,000 0 0
NORTHEAST UTILITIES COM 664397106 33,690 760,500 SH   DFND 1 760,500 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105 40,470 420,900 SH   DFND 1 420,900 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 519 15,180 SH   DFND 1 15,180 0 0
ORACLE CORP COM 68389X105 27,914 729,200 SH   DFND 1 729,200 0 0
PNC FINANCIAL SERVICES GROUP COM 693475105 24,134 282,000 SH   DFND 1 282,000 0 0
PVH CORP COM 693656100 22,037 181,900 SH   DFND 1 181,900 0 0
PEPSICO INC COM 713448108 31,008 333,100 SH   DFND 1 333,100 0 0
PFIZER INC COM 717081103 15,583 527,000 SH   DFND 1 527,000 0 0
PHILIP MORRIS INTL INC COM 718172109 51,708 620,000 SH   DFND 1 620,000 0 0
PRECISION CASTPARTS CORP COM 740189105 30,661 129,435 SH   DFND 1 129,435 0 0
T ROWE PRICE GROUP INC COM 74144T108 33,210 423,600 SH   DFND 1 423,600 0 0
PROLOGIS INC COM 74340W103 4,132 109,600 SH   DFND 1 109,600 0 0
PUB STORAGE COM 74460D109 4,466 26,930 SH   DFND 1 26,930 0 0
QUALCOMM INC COM 747525103 24,188 323,500 SH   DFND 1 323,500 0 0
QUESTAR CORP COM 748356102 24,312 1,090,700 SH   DFND 1 1,090,700 0 0
RLJ LODGING TR COM 74965L101 1,408 49,445 SH   DFND 1 49,445 0 0
RLTY INC CORP COM 756109104 1,601 39,240 SH   DFND 1 39,240 0 0
REGAL ENTMT GROUP CL A 758766109 13,419 675,000 SH   DFND 1 675,000 0 0
REGENCY CTRS CORP COM 758849103 1,506 27,977 SH   DFND 1 27,977 0 0
REPUBLIC SVCS INC COM 760759100 7,804 200,000 SH   DFND 1 200,000 0 0
ROCKWOOD HLDGS INC COM 774415103 15,114 197,700 SH   DFND 1 197,700 0 0
ROPER INDS INC NEW COM 776696106 25,279 172,800 SH   DFND 1 172,800 0 0
ROYAL BK SCOTLAND GROUP PLC SPONS ADR 20 ORD 780097713 192 7,597 SH   DFND 1 7,597 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 256 5,420 SH   DFND 1 5,420 0 0
SL GREEN RLTY CORP COM 78440X101 2,411 23,800 SH   DFND 1 23,800 0 0
SANOFI SPONSORED ADR 80105N105 29,595 524,447 SH   DFND 1 524,447 0 0
SCHLUMBERGER LTD COM 806857108 25,402 249,800 SH   DFND 1 249,800 0 0
SIMON PROPERTY GROUP INC COM 828806109 24,579 149,490 SH   DFND 1 149,490 0 0
SMITH A O CORP COM 831865209 26,321 556,700 SH   DFND 1 556,700 0 0
SOUTHWESTERN ENERGY CO COM 845467109 14,008 400,800 SH   DFND 1 400,800 0 0
STARBUCKS CORP COM 855244109 30,345 402,131 SH   DFND 1 402,131 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 14,329 172,200 SH   DFND 1 172,200 0 0
STRATEGIC HOTELS & RESORTS INC COM COM 86272T106 1,095 93,992 SH   DFND 1 93,992 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 1,054 76,290 SH   DFND 1 76,290 0 0
TJX COS INC NEW COM 872540109 30,041 507,700 SH   DFND 1 507,700 0 0
TANGER FACTORY OUTLET CTRS INC COM 875465106 1,240 37,900 SH   DFND 1 37,900 0 0
TARGET CORP COM 87612E106 13,269 211,700 SH   DFND 1 211,700 0 0
TAUBMAN CTRS INC COM 876664103 1,153 15,800 SH   DFND 1 15,800 0 0
THERMO FISHER CORP COM 883556102 34,697 285,100 SH   DFND 1 285,100 0 0
TWENTY-FIRST CENTY FOX INC CL A 90130A101 29,424 858,100 SH   DFND 1 858,100 0 0
UDR INC COM 902653104 1,914 70,230 SH   DFND 1 70,230 0 0
UNILEVER N V N Y SHS NEW 904784709 22,618 570,000 SH   DFND 1 570,000 0 0
UNION PAC CORP COM 907818108 38,825 358,100 SH   DFND 1 358,100 0 0
UNITED TECHNOLOGIES CORP COM 913017109 25,788 244,200 SH   DFND 1 244,200 0 0
VALERO ENERGY CORP NEW COM 91913Y100 17,583 380,000 SH   DFND 1 380,000 0 0
VENTAS INC REIT COM 92276F100 3,974 64,150 SH   DFND 1 64,150 0 0
VERIZON COMMUNICATIONS COM 92343V104 64,727 1,294,800 SH   DFND 1 1,294,800 0 0
VISA INC COM CL A 92826C839 31,109 145,800 SH   DFND 1 145,800 0 0
VORNADO RLTY TR COM 929042109 3,749 37,500 SH   DFND 1 37,500 0 0
W P CAREY INC COM 92936U109 605 9,480 SH   DFND 1 9,480 0 0
WAL-MART STORES INC COM 931142103 29,907 391,100 SH   DFND 1 391,100 0 0
WASHINGTON PRIME GROUP INC COM 939647103 476 27,230 SH   DFND 1 27,230 0 0
WELLS FARGO & CO NEW COM 949746101 48,592 936,800 SH   DFND 1 936,800 0 0