ABBOTT LABS COM 002824100 9976 286000 SH SOLE 0 286000 0 0 ABERCROMBIE & FITCH CO CL A 002896207 9231 204000 SH SOLE 0 204000 0 0 AFLAC INC COM 001055102 10868 187000 SH SOLE 0 187000 0 0 ALASKA AIR GROUP INC COM 011659109 7540 145000 SH SOLE 0 145000 0 0 ALTRIA GROUP INC COM 02209S103 6858 196000 SH SOLE 0 196000 0 0 AMAZON COM INC COM 023135106 6220 22400 SH SOLE 0 22400 0 0 APPLE INC COM 037833100 22854 57700 SH SOLE 0 57700 0 0 AT&T INC COM 00206R102 7434 210000 SH SOLE 0 210000 0 0 BB&T CORP COM 054937107 14263 421000 SH SOLE 0 421000 0 0 BIOGEN IDEC INC COM 09062X103 8350 38800 SH SOLE 0 38800 0 0 BLACKROCK INC COM 09247X101 10197 39700 SH SOLE 0 39700 0 0 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 13289 631000 SH SOLE 0 631000 0 0 BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 7016 100000 SH SOLE 0 100000 0 0 CATERPILLAR INC DEL COM 149123101 11384 138000 SH SOLE 0 138000 0 0 CENTURYLINK INC COM 156700106 7530 213000 SH SOLE 0 213000 0 0 CF INDS HLDGS INC COM 125269100 8575 50000 SH SOLE 0 50000 0 0 CHEVRON CORP NEW COM 166764100 11597 98000 SH SOLE 0 98000 0 0 CISCO SYS INC COM 17275R102 10818 445000 SH SOLE 0 445000 0 0 CITRIX SYS INC COM 177376100 7964 132000 SH SOLE 0 132000 0 0 COACH INC COM 189754104 10790 189000 SH SOLE 0 189000 0 0 COMCAST CORP NEW CL A 20030N101 9674 231000 SH SOLE 0 231000 0 0 CONOCOPHILLIPS COM 20825C104 6776 112000 SH SOLE 0 112000 0 0 CONTINENTAL RESOURCES INC COM 212015101 7918 92000 SH SOLE 0 92000 0 0 CUMMINS INC COM 231021106 9544 88000 SH SOLE 0 88000 0 0 D R HORTON INC COM 23331A109 8214 386000 SH SOLE 0 386000 0 0 DARDEN RESTAURANTS INC COM 237194105 7673 152000 SH SOLE 0 152000 0 0 DEERE & CO COM 244199105 10400 128000 SH SOLE 0 128000 0 0 DOVER CORP COM 260003108 10018 129000 SH SOLE 0 129000 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 7508 143000 SH SOLE 0 143000 0 0 E M C CORP MASS COM 268648102 8716 369000 SH SOLE 0 369000 0 0 ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 7632 151000 SH SOLE 0 151000 0 0 FIRSTENERGY CORP COM 337932107 6572 176000 SH SOLE 0 176000 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 10597 685000 SH SOLE 0 685000 0 0 FREEPORT-MCMORAN COPPER & GO COM 35671D857 11845 429000 SH SOLE 0 429000 0 0 GENERAL ELECTRIC CO COM 369604103 7258 313000 SH SOLE 0 313000 0 0 GILEAD SCIENCES INC COM 375558103 9679 189000 SH SOLE 0 189000 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 8924 59000 SH SOLE 0 59000 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 8104 530000 SH SOLE 0 530000 0 0 GOOGLE INC CL A 38259P508 8452 9600 SH SOLE 0 9600 0 0 HCP INC COM 40414L109 6861 151000 SH SOLE 0 151000 0 0 INTEL CORP COM 458140100 7702 318000 SH SOLE 0 318000 0 0 JPMORGAN CHASE & CO COM 46625H100 14676 278000 SH SOLE 0 278000 0 0 LEAR CORP COM NEW 521865204 9674 160000 SH SOLE 0 160000 0 0 LILLY ELI & CO COM 532457108 6435 131000 SH SOLE 0 131000 0 0 LINCOLN NATL CORP IND COM 534187109 9227 253000 SH SOLE 0 253000 0 0 LOCKHEED MARTIN CORP COM 539830109 7050 65000 SH SOLE 0 65000 0 0 MASTERCARD INC CL A 57636Q104 10686 18600 SH SOLE 0 18600 0 0 MERCK & CO INC NEW COM 58933Y105 7525 162000 SH SOLE 0 162000 0 0 NETAPP INC COM 64110D104 9709 257000 SH SOLE 0 257000 0 0 PARKER HANNIFIN CORP COM 701094104 10112 106000 SH SOLE 0 106000 0 0 PEPSICO INC COM 713448108 11941 146000 SH SOLE 0 146000 0 0 PRICE T ROWE GROUP INC COM 74144T108 9656 132000 SH SOLE 0 132000 0 0 QUALCOMM INC COM 747525103 12827 210000 SH SOLE 0 210000 0 0 SAFEWAY INC COM NEW 786514208 11475 485000 SH SOLE 0 485000 0 0 SCHLUMBERGER LTD COM 806857108 9817 137000 SH SOLE 0 137000 0 0 TEMPLETON DRAGON FD INC COM 88018T101 9111 363000 SH SOLE 0 363000 0 0 TESORO CORP COM 881609101 9051 173000 SH SOLE 0 173000 0 0 TOTAL S A SPONSORED ADR 89151E109 7208 148000 SH SOLE 0 148000 0 0 TRINITY INDS INC COM 896522109 9687 252000 SH SOLE 0 252000 0 0 TWO HBRS INVT CORP COM 90187B101 5812 567000 SH SOLE 0 567000 0 0 US BANCORP DEL COM NEW 902973304 10700 296000 SH SOLE 0 296000 0 0 UNION PAC CORP COM 907818108 9257 60000 SH SOLE 0 60000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 9364 143000 SH SOLE 0 143000 0 0 VALERO ENERGY CORP NEW COM 91913Y100 9110 262000 SH SOLE 0 262000 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 12283 244000 SH SOLE 0 244000 0 0 VISA INC COM CL A 92826C839 8407 46000 SH SOLE 0 46000 0 0 WILLIAMS COS INC DEL COM 969457100 11559 356000 SH SOLE 0 356000 0 0 WPX ENERGY INC COM 98212B103 5701 301000 SH SOLE 0 301000 0 0 ZIMMER HLDGS INC COM 98956P102 8843 118000 SH SOLE 0 118000 0 0