-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, JtmgZu1GGewgwwbhEA3DteUytHJAggycR3OXVD0zH/s/qfEB78JIVwAIJkC9aEOx AI2DZ/jdNSe6Wb9dKdLC/w== 0001140361-10-043007.txt : 20101102 0001140361-10-043007.hdr.sgml : 20101102 20101102071110 ACCESSION NUMBER: 0001140361-10-043007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100930 FILED AS OF DATE: 20101102 DATE AS OF CHANGE: 20101102 EFFECTIVENESS DATE: 20101102 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SUMITOMO LIFE INSURANCE CO CENTRAL INDEX KEY: 0000937760 IRS NUMBER: 000000000 FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04674 FILM NUMBER: 101156361 BUSINESS ADDRESS: STREET 1: 18 24 7 CHOME TUSKIJI STREET 2: 4 CITY: CHUO KU TOKYO 104 STATE: M0 ZIP: 00000 MAIL ADDRESS: STREET 1: 2 2 5 NAKANOSHIMA KITAK U STREET 2: OSAKA JAPAN 13F-HR 1 form13fhr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 9/30/2010 Check here if Amendment []; Amendment Number: ------- This Amendment (Check only one.): [] is a restatement. [] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Sumitomo Life Insurance Co. Address: Sumisei Kowa Toyo-Cho Bld, 2F 2-3-25, Toyo Koto-Ku Tokyo JAPAN 135-0016 Form 13F File Number: 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. Persons Signing this Report on Behalf of Reporting Manager: Name: Shoichi Washio Title: Manager Phone: 81-3-5617-2133 Signature, Place, and Date of Signing: /s/ Shoichi Washio Tokyo, Japan 10/29/2010 - --------------------------------- --------------------------------- ---------- [Signature] [City, State] [Date] Report Type (Check only one): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 233 Form 13F Information Table Value Total: $1,178,918,899.84 -------------- List of Other Included Managers: Provide a numbered list of the name(s) and 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE
FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - ------------------------------------- -------------- --------- ------------- ------------------ ---------- -------- ---------------- SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP VALUE PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ------------------------------------- -------------- --------- ------------- --------- --- ---- ---------- -------- ---- ------ ---- 3M CO COM Common 88579Y10 7,528,682.46 86,826 SOLE X 0 0 ABBOTT LABS COM Common 00282410 9,516,404.08 182,167 SOLE X 0 0 ACCENTURE PLC IRELAND SHS CLASS A Common G1151C10 4,301,092.74 101,226 SOLE X 0 0 ADOBE SYS INC COM Common 00724F10 3,139,778.20 120,068 SOLE X 0 0 AIR PRODS & CHEMS INC COM Common 00915810 3,866,700.16 46,688 SOLE X 0 0 ALBEMARLE CORP COM Common 01265310 3,628,055.86 77,506 SOLE X 0 0 ALCOA INC COM Common 01381710 1,065,159.27 87,957 SOLE X 0 0 ALLEGHENY ENERGY INC COM Common 01736110 3,841,989.76 156,688 SOLE X 0 0 ALLERGAN INC COM Common 01849010 5,302,041.82 79,694 SOLE X 0 0 ALLSTATE CORP COM Common 02000210 3,211,095.90 101,778 SOLE X 0 0 ALTRIA GROUP INC COM Common 02209S10 5,340,630.82 222,341 SOLE X 0 0 AMAZON COM INC COM Common 02313510 4,563,378.30 29,055 SOLE X 0 0 AMERICAN EXPRESS CO COM Common 02581610 6,025,883.13 143,371 SOLE X 0 0 AMERICAN TOWER CORP CL A Common 02991220 5,749,116.56 112,156 SOLE X 0 0 AMGEN INC COM Common 03116210 6,575,394.54 119,314 SOLE X 0 0 ANADARKO PETE CORP COM Common 03251110 5,123,717.55 89,811 SOLE X 0 0 ANALOG DEVICES INC COM Common 03265410 4,325,387.82 137,839 SOLE X 0 0 AON CORP COM Common 03738910 4,404,255.32 112,612 SOLE X 0 0 APACHE CORP COM Common 03741110 2,823,308.80 28,880 SOLE X 0 0 APPLE INC COM Common 03783310 27,265,253.75 96,089 SOLE X 0 0 APPLIED MATLS INC COM Common 03822210 1,330,947.68 113,951 SOLE X 0 0 ARCHER DANIELS MIDLAND CO COM Common 03948310 1,955,610.72 61,266 SOLE X 0 0 AT&T INC COM Common 00206R10 18,502,140.80 646,928 SOLE X 0 0 AUTODESK INC COM Common 05276910 3,197,639.40 100,020 SOLE X 0 0 AUTOMATIC DATA PROCESSING INC COM Common 05301510 3,477,183.93 82,731 SOLE X 0 0 AVON PRODS INC COM Common 05430310 2,498,864.42 77,822 SOLE X 0 0 BAKER HUGHES INC COM Common 05722410 3,844,351.80 90,243 SOLE X 0 0 BALL CORP COM Common 05849810 3,888,866.85 66,081 SOLE X 0 0 BANK AMER CORP COM Common 06050510 15,082,163.52 1,150,432 SOLE X 0 0 BANK OF NEW YORK MELLON CORP COM Common 06405810 4,710,402.84 180,268 SOLE X 0 0 BAXTER INTL INC COM Common 07181310 4,517,612.19 94,689 SOLE X 0 0 BECTON DICKINSON & CO COM Common 07588710 3,522,936.30 47,543 SOLE X 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Common 08467070 8,441,379.96 102,097 SOLE X 0 0 BEST BUY INC COM Common 08651610 2,742,959.40 67,180 SOLE X 0 0 BOEING CO COM Common 09702310 5,388,209.58 80,977 SOLE X 0 0 BORG WARNER INC COM Common 09972410 4,735,800.00 90,000 SOLE X 0 0 BRISTOL MYERS SQUIBB CO COM Common 11012210 6,136,673.82 226,362 SOLE X 0 0 CAMPBELL SOUP CO COM Common 13442910 1,882,201.75 52,649 SOLE X 0 0 CARDINAL HEALTH INC COM Common 14149Y10 2,640,622.88 79,922 SOLE X 0 0 CAREFUSION CORP COM Common 14170T10 4,187,403.00 168,575 SOLE X 0 0 CARNIVAL CORP PAIRED CTF Common 14365830 3,343,107.53 87,493 SOLE X 0 0 CATERPILLAR INC DEL COM Common 14912310 6,111,311.64 77,673 SOLE X 0 0 CBS CORP NEW CL B Common 12485720 2,923,426.22 184,327 SOLE X 0 0 CELGENE CORP COM Common 15102010 4,759,853.42 82,622 SOLE X 0 0 CHEVRON CORP COM Common 16676410 16,344,218.80 201,656 SOLE X 0 0 CHURCH & DWIGHT INC COM Common 17134010 3,854,708.52 59,358 SOLE X 0 0 CINTAS CORP COM Common 17290810 3,873,254.50 140,590 SOLE X 0 0 CISCO SYS INC COM Common 17275R10 12,295,733.10 561,449 SOLE X 0 0 CITIGROUP INC COM Common 17296710 11,088,183.60 2,843,124 SOLE X 0 0 CITRIX SYS INC COM Common 17737610 4,908,434.96 71,929 SOLE X 0 0 CLIFFS NATURAL RESOURCES INC COM Common 18683K10 2,611,835.12 40,861 SOLE X 0 0 CME GROUP INC COM Common 12572Q10 3,018,615.50 11,590 SOLE X 0 0 COCA COLA CO COM Common 19121610 11,732,908.88 200,494 SOLE X 0 0 COLGATE PALMOLIVE CO COM Common 19416210 3,314,894.94 43,129 SOLE X 0 0 COMCAST CORP NEW CL A Common 20030N10 3,369,587.68 186,371 SOLE X 0 0 COMCAST CORP NEW CL A SPL Common 20030N20 2,435,712.93 143,193 SOLE X 0 0 CONOCOPHILLIPS COM Common 20825C10 7,166,057.97 124,779 SOLE X 0 0 CORNING INC COM Common 21935010 4,463,098.56 244,152 SOLE X 0 0 COSTCO WHSL CORP NEW COM Common 22160K10 2,146,743.12 33,288 SOLE X 0 0 CSX CORP COM Common 12640810 5,965,764.12 107,841 SOLE X 0 0
FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - ------------------------------------- -------------- --------- ------------- ------------------ ---------- -------- ---------------- SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP VALUE PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ------------------------------------- -------------- --------- ------------- --------- --- ---- ---------- -------- ---- ------ ---- CUMMINS INC COM Common 23102110 5,240,777.64 57,858 SOLE X 0 0 CVS CAREMARK CORPORATION COM Common 12665010 3,149,958.18 100,094 SOLE X 0 0 D R HORTON INC COM Common 23331A10 1,594,563.52 143,396 SOLE X 0 0 DANAHER CORP DEL COM Common 23585110 3,876,143.28 95,448 SOLE X 0 0 DEERE & CO COM Common 24419910 4,539,049.44 65,048 SOLE X 0 0 DELL INC COM Common 24702R10 3,767,627.52 290,712 SOLE X 0 0 DEVON ENERGY CORP NEW COM Common 25179M10 3,100,204.38 47,887 SOLE X 0 0 DISNEY WALT CO COM Common 25468710 6,335,300.51 191,341 SOLE X 0 0 DOMINION RES INC VA NEW COM Common 25746U10 4,032,524.92 92,362 SOLE X 0 0 DOW CHEM CO COM Common 26054310 2,063,014.88 75,128 SOLE X 0 0 DU PONT E I DE NEMOURS & CO COM Common 26353410 3,021,487.92 67,716 SOLE X 0 0 DUKE ENERGY CORP COM Common 26441C10 3,660,285.09 206,679 SOLE X 0 0 E M C CORP MASS COM Common 26864810 6,080,184.39 299,369 SOLE X 0 0 EASTMAN CHEM CO COM Common 27743210 3,289,300.00 44,450 SOLE X 0 0 EMERSON ELEC CO COM Common 29101110 5,726,827.66 108,751 SOLE X 0 0 ENERGIZER HLDGS INC COM Common 29266R10 3,311,615.34 49,258 SOLE X 0 0 EOG RES INC COM Common 26875P10 4,145,160.42 44,586 SOLE X 0 0 EQUINIX INC COM NEW Common 29444U50 3,513,777.85 34,331 SOLE X 0 0 EQUITY RESIDENTIAL SH BEN INT Common 29476L10 4,809,517.28 101,104 SOLE X 0 0 EXELON CORP COM Common 30161N10 4,441,860.44 104,318 SOLE X 0 0 EXXON MOBIL CORP COM Common 30231G10 32,475,341.04 525,576 SOLE X 0 0 FEDEX CORP COM Common 31428X10 4,042,354.50 47,279 SOLE X 0 0 FIFTH THIRD BANCORP COM Common 31677310 2,953,557.48 245,516 SOLE X 0 0 FIRST SOLAR INC COM Common 33643310 2,742,478.20 18,612 SOLE X 0 0 FLUOR CORP COM Common 34341210 2,115,723.48 42,716 SOLE X 0 0 FORD MTR CO DEL COM PAR 0.01 Common 34537086 3,473,418.24 283,776 SOLE X 0 0 FORTUNE BRANDS INC COM Common 34963110 2,061,407.79 41,873 SOLE X 0 0 FRANKLIN RES INC COM Common 35461310 3,178,671.50 29,735 SOLE X 0 0 FREEPORT-MCMORAN COPPER & GOLD COM Common 35671D85 2,770,563.94 32,446 SOLE X 0 0 GAP INC DEL COM Common 36476010 3,467,226.40 186,010 SOLE X 0 0 GENERAL DYNAMICS CORP COM Common 36955010 3,768,788.43 60,003 SOLE X 0 0 GENERAL ELEC CO COM Common 36960410 17,538,885.00 1,079,316 SOLE X 0 0 GENERAL MLS INC COM Common 37033410 3,703,365.54 101,351 SOLE X 0 0 GENZYME CORP COM GENL DIV Common 37291710 3,148,385.25 44,475 SOLE X 0 0 GILEAD SCIENCES INC COM Common 37555810 3,831,742.83 107,603 SOLE X 0 0 GOLDMAN SACHS GROUP INC COM Common 38141G10 6,548,895.68 45,296 SOLE X 0 0 GOODRICH CO Common 38238810 4,402,123.38 59,706 SOLE X 0 0 GOOGLE INC CL A Common 38259P50 12,321,888.65 23,435 SOLE X 0 0 GRAINGER W W INC COM Common 38480210 2,545,618.92 21,372 SOLE X 0 0 HALLIBURTON CO COM Common 40621610 2,340,231.62 70,766 SOLE X 0 0 HANSEN NAT CORP COM Common 41131010 3,843,352.80 82,440 SOLE X 0 0 HARTFORD FINL SVCS GROUP INC COM Common 41651510 4,892,595.75 213,185 SOLE X 0 0 HEINZ H J CO COM Common 42307410 2,766,692.22 58,406 SOLE X 0 0 HELMERICH & PAYNE INC COM Common 42345210 3,118,656.80 77,080 SOLE X 0 0 HESS CORP COM Common 42809H10 3,749,213.04 63,417 SOLE X 0 0 HEWLETT PACKARD CO COM Common 42823610 9,179,295.37 218,191 SOLE X 0 0 HOME DEPOT INC COM Common 43707610 4,443,943.68 140,276 SOLE X 0 0 HONEYWELL INTL INC COM Common 43851610 5,013,817.64 114,106 SOLE X 0 0 ILLINOIS TOOL WKS INC COM Common 45230810 3,448,493.82 73,341 SOLE X 0 0 INTEL CORP COM Common 45814010 10,508,118.12 546,444 SOLE X 0 0 INTERNATIONAL BUSINESS MACHS COM Common 45920010 19,608,316.92 146,178 SOLE X 0 0 INTL PAPER CO COM Common 46014610 942,275.25 43,323 SOLE X 0 0 INTREPID POTASH INC COM Common 46121Y10 1,882,045.44 72,192 SOLE X 0 0 INTUITIVE SURGICAL INC COM NEW Common 46120E60 4,466,067.60 15,740 SOLE X 0 0 J C PENNY CORPORATION Common 70816010 2,821,501.44 103,808 SOLE X 0 0 JEFFERIES GROUP INC NEW COM Common 47231910 3,499,433.32 154,228 SOLE X 0 0 JOHNSON & JOHNSON COM Common 47816010 18,268,906.00 294,850 SOLE X 0 0 JONES LANG LASALLE INC COM Common 48020Q10 2,990,290.74 34,662 SOLE X 0 0 JPMORGAN CHASE & CO COM Common 46625H10 17,367,001.02 456,186 SOLE X 0 0 JUNIPER NETWORKS INC COM Common 48203R10 4,338,320.05 142,943 SOLE X 0 0
FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - ------------------------------------- -------------- --------- ------------- ------------------ ---------- -------- ---------------- SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP VALUE PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ------------------------------------- -------------- --------- ------------- --------- --- ---- ---------- -------- ---- ------ ---- KELLOGG CO COM Common 48783610 2,604,346.11 51,561 SOLE X 0 0 KEYCORP NEW COM Common 49326710 4,089,999.24 513,819 SOLE X 0 0 KLA-TENCOR CORP COM Common 48248010 3,226,504.32 91,584 SOLE X 0 0 KOHLS CORP COM Common 50025510 4,347,733.08 82,531 SOLE X 0 0 KRAFT FOODS INC CL A Common 50075N10 4,573,266.84 148,194 SOLE X 0 0 KROGER CO COM Common 50104410 2,656,642.32 122,652 SOLE X 0 0 LEGG MASON INC COM Common 52490110 4,277,407.82 141,122 SOLE X 0 0 LILLY ELI & CO COM Common 53245710 5,339,297.86 146,162 SOLE X 0 0 LOCKHEED MARTIN CORP COM Common 53983010 3,583,174.32 50,269 SOLE X 0 0 LOWES COS INC COM Common 54866110 3,116,342.61 139,809 SOLE X 0 0 MACYS INC COM Common 55616P10 2,958,983.50 128,150 SOLE X 0 0 MARATHON OIL CORP COM Common 56584910 4,344,838.40 131,264 SOLE X 0 0 MARRIOTT INTL INC NEW CL A Common 57190320 2,395,307.16 66,852 SOLE X 0 0 MARVELL TECHNOLOGY GROUP LTD ORD Common G5876H10 2,817,761.73 160,923 SOLE X 0 0 MCCORMICK & CO INC COM NON VTG Common 57978020 3,939,148.00 93,700 SOLE X 0 0 MCDONALDS CORP COM Common 58013510 9,592,268.38 128,738 SOLE X 0 0 MCGRAW HILL COS INC COM Common 58064510 3,779,220.84 114,314 SOLE X 0 0 MEDCO HEALTH SOLUTIONS INC COM Common 58405U10 4,526,044.34 86,939 SOLE X 0 0 MEDTRONIC INC COM Common 58505510 5,119,103.10 152,445 SOLE X 0 0 MERCK & CO INC NEW COM Common 58933Y10 10,892,815.20 295,920 SOLE X 0 0 METLIFE INC COM Common 59156R10 5,246,310.25 136,445 SOLE X 0 0 METROPCS COMMUNICATIONS INC COM Common 59170810 3,941,328.00 376,800 SOLE X 0 0 MICROSOFT CORP COM Common 59491810 19,383,614.59 791,491 SOLE X 0 0 MONSANTO CO NEW COM Common 61166W10 1,802,263.86 37,602 SOLE X 0 0 MORGAN STANLEY COM NEW Common 61744644 3,349,791.72 135,729 SOLE X 0 0 MYLAN INC COM Common 62853010 4,261,725.27 226,567 SOLE X 0 0 NATIONAL OILWELL VARCO INC CO Common 63707110 4,081,678.95 91,785 SOLE X 0 0 NETAPP INC COM Common 64110D10 5,725,601.05 114,995 SOLE X 0 0 NEWMONT MINING CORP COM Common 65163910 4,499,331.54 71,634 SOLE X 0 0 NEWS CORP CL A Common 65248E10 2,736,905.84 209,564 SOLE X 0 0 NEXTERA ENERGY INC COM Common 65339F10 3,383,982.63 62,217 SOLE X 0 0 NIKE INC CL B Common 65410610 4,594,185.78 57,327 SOLE X 0 0 NOBLE CORPORATION BAAR NAMEN -AKT Common H5833N10 2,653,967.97 78,543 SOLE X 0 0 NORTHERN TR CORP COM Common 66585910 4,487,429.52 93,023 SOLE X 0 0 NSTAR COM Common 67019E10 3,883,451.50 98,690 SOLE X 0 0 NUCOR CORP COM Common 67034610 1,369,431.80 35,849 SOLE X 0 0 NVIDIA CORP COM Common 67066G10 2,741,109.12 234,684 SOLE X 0 0 OCCIDENTAL PETE CORP DEL COM Common 67459910 5,483,583.90 70,033 SOLE X 0 0 OMNICOM GROUP INC COM Common 68191910 2,632,644.84 66,683 SOLE X 0 0 ORACLE CORP COM Common 68389X10 10,301,056.20 383,652 SOLE X 0 0 PACTIV CORP COM Common 69525710 3,563,159.20 108,040 SOLE X 0 0 PARKER HANNIFIN CORP COM Common 70109410 5,030,448.12 71,802 SOLE X 0 0 PARTNERRE LTD COM Common G6852T10 4,064,484.56 50,692 SOLE X 0 0 PEOPLES UNITED FINANCIAL INC COM Common 71270410 3,894,275.00 297,500 SOLE X 0 0 PEPSICO INC COM Common 71344810 10,460,845.12 157,448 SOLE X 0 0 PETSMART INC COM Common 71676810 3,916,290.00 111,894 SOLE X 0 0 PFIZER INC COM Common 71708110 13,400,927.45 780,485 SOLE X 0 0 PG&E CORP COM Common 69331C10 4,800,076.44 105,682 SOLE X 0 0 PHARMACEUTICAL PROD DEV INC COM Common 71712410 3,583,344.92 144,548 SOLE X 0 0 PHILIP MORRIS INTL INC COM Common 71817210 9,781,035.98 174,599 SOLE X 0 0 PNC FINL SVCS GROUP INC COM Common 69347510 5,796,114.87 111,657 SOLE X 0 0 PORTLAND GEN ELEC CO COM NEW Common 73650884 3,170,838.84 156,353 SOLE X 0 0 PRAXAIR INC COM Common 74005P10 1,880,476.84 20,834 SOLE X 0 0 PRIDE INTL INC DEL COM Common 74153Q10 2,765,154.51 93,957 SOLE X 0 0 PROCTER & GAMBLE CO COM Common 74271810 17,228,361.51 287,283 SOLE X 0 0 PRUDENTIAL FINL INC COM Common 74432010 5,992,687.26 110,607 SOLE X 0 0 PUBLIC STORAGE COM Common 74460D10 2,880,826.48 29,687 SOLE X 0 0 PULTE CORP COM Common 74586710 832,287.60 95,010 SOLE X 0 0 PULTE GROUP INC COM Common 74586710 823,895.52 94,052 SOLE X 0 0 QEP RES INC COM Common 74733V10 2,737,706.62 90,833 SOLE X 0 0
FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - ------------------------------------- -------------- --------- ------------- ------------------ ---------- -------- ---------------- SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP VALUE PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ------------------------------------- -------------- --------- ------------- --------- --- ---- ---------- -------- ---- ------ ---- QUALCOMM INC COM Common 74752510 6,693,867.84 148,357 SOLE X 0 0 QUESTAR CORP COM Common 74835610 3,387,374.49 193,233 SOLE X 0 0 RED HAT INC COM Common 75657710 4,854,728.00 118,408 SOLE X 0 0 SALESFORCE COM INC COM Common 79466L30 2,998,699.60 26,822 SOLE X 0 0 SANDISK CORP COM Common 80004C10 2,744,718.50 74,890 SOLE X 0 0 SCHLUMBERGER LTD COM Common 80685710 7,523,381.93 122,113 SOLE X 0 0 SCHWAB CHARLES CORP NEW COM Common 80851310 2,775,426.90 199,671 SOLE X 0 0 SCRIPPS NETWORKS INTERACT INC CL A Common 81106510 4,177,524.00 87,800 SOLE X 0 0 COM SIGMA ALDRICH CORP COM Common 82655210 4,388,539.16 72,682 SOLE X 0 0 SIMON PPTY GROUP INC NEW COM Common 82880610 4,447,068.48 47,952 SOLE X 0 0 SOUTHERN CO COM Common 84258710 4,530,692.88 121,662 SOLE X 0 0 SOUTHERN COPPER CORP COM Common 84265V10 1,533,339.20 43,660 SOLE X 0 0 SOUTHWEST AIRLS CO COM Common 84474110 3,760,173.65 287,695 SOLE X 0 0 SOUTHWESTERN ENERGY CO COM Common 84546710 2,878,414.88 86,077 SOLE X 0 0 STAPLES INC COM Common 85503010 3,506,777.76 167,628 SOLE X 0 0 STARBUCKS CORP COM Common 85524410 3,311,689.12 129,464 SOLE X 0 0 STARWOOD HOTELS&RESORTS WRLDWD COM Common 85590A40 2,337,371.45 44,479 SOLE X 0 0 STRYKER CORP COM Common 86366710 2,923,270.35 58,407 SOLE X 0 0 SYMANTEC CORP COM Common 87150310 2,981,966.90 196,570 SOLE X 0 0 SYSCO CORP COM Common 87182910 3,153,713.08 110,579 SOLE X 0 0 TARGET CORP COM Common 87612E10 4,677,175.68 87,522 SOLE X 0 0 TEVA PHARMACEUTICAL INDS LTD ADR Common 88162420 3,368,615.00 63,860 SOLE X 0 0 TEXAS INSTRS INC COM Common 88250810 2,087,038.86 76,899 SOLE X 0 0 TIFFANY & CO NEW COM Common 88654710 4,336,284.19 92,281 SOLE X 0 0 TIME WARNER CABLE INC COM Common 88732J20 3,415,893.31 63,269 SOLE X 0 0 TIME WARNER INC COM NEW Common 88731730 5,157,536.80 168,272 SOLE X 0 0 TRACTOR SUPPLY CO COM Common 89235610 3,964,096.32 99,952 SOLE X 0 0 TRANSOCEAN LTD REG SHS Common H8817H10 1,058,406.27 16,463 SOLE X 0 0 TRAVELERS COMPANIES INC COM Common 89417E10 4,203,011.20 80,672 SOLE X 0 0 TYSON FOODS INC CL A Common 90249410 2,786,470.74 173,937 SOLE X 0 0 ULTRA PETROLEUM CORP COM Common 90391410 3,391,354.30 80,785 SOLE X 0 0 UNION PAC CORP COM Common 90781810 5,659,087.60 69,182 SOLE X 0 0 UNITED PARCEL SERVICE INC CL B Common 91131210 4,917,120.39 73,731 SOLE X 0 0 UNITED STATES STL CORP NEW COM Common 91290910 2,325,185.92 53,038 SOLE X 0 0 UNITED TECHNOLOGIES CORP COM Common 91301710 7,970,565.77 111,899 SOLE X 0 0 UNITEDHEALTH GROUP INC COM Common 91324P10 5,926,708.44 168,804 SOLE X 0 0 US BANCORP DEL COM NEW Common 90297330 5,810,375.00 268,750 SOLE X 0 0 VALERO ENERGY CORP NEW COM Common 91913Y10 2,285,667.85 130,535 SOLE X 0 0 VERIZON COMMUNICATIONS COM Common 92343V10 10,612,086.16 325,624 SOLE X 0 0 VIACOM INC NEW CL B Common 92553P20 6,009,132.36 166,044 SOLE X 0 0 VISA INC COM CL A Common 92826C83 5,146,663.56 69,306 SOLE X 0 0 VULCAN MATLS CO COM Common 92916010 2,113,337.72 57,241 SOLE X 0 0 WAL MART STORES INC COM Common 93114210 10,777,322.40 201,370 SOLE X 0 0 WALGREEN CO COM Common 93142210 2,142,392.00 63,952 SOLE X 0 0 WASTE MGMT INC DEL COM Common 94106L10 3,026,070.06 84,669 SOLE X 0 0 WELLPOINT INC COM Common 94973V10 4,216,791.36 74,449 SOLE X 0 0 WELLS FARGO & CO NEW COM Common 94974610 13,480,410.51 536,427 SOLE X 0 0 WHOLE FOODS MKT INC COM Common 96683710 2,480,803.50 66,850 SOLE X 0 0 WILLIAMS COS INC DEL COM Common 96945710 2,877,736.68 150,588 SOLE X 0 0 XCEL ENERGY INC COM Common 98389B10 4,646,991.79 202,307 SOLE X 0 0 XILINX INC COM Common 98391910 4,542,380.22 170,702 SOLE X 0 0 YAHOO INC COM Common 98433210 3,301,029.03 232,959 SOLE X 0 0 ISHARES INC MSCI TAIWAN Common 46428673 1,666,650.00 123,000 SOLE X 0 0
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