Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPG	SIMON PPTY GROUP INC NEW COM	5,202,903	$822M	4.8%	$82.92	+7.1%	COM	828806109
PLD	PROLOGIS INC COM	9,425,476	$356M	2.1%	$26.65	+4.5%	COM	74340W103
BXP	BOSTON PROPERTIES INC COM	3,046,286	$321M	1.9%	$61.77	+3.6%	COM	101121101
—	GENERAL GROWTH PPTYS INC NEW COM	15,796,337	$314M	1.8%	$19.88	—	COM	370023103
HST	HOST HOTELS & RESORTS INC COM	17,853,996	$301M	1.8%	$10.27	+4.6%	COM	44107P104
T	AT&T INC COM	8,380,960	$297M	1.7%	$10.79	+5.7%	COM	00206R102
EQR	EQUITY RESIDENTIAL SH BEN INT	4,940,925	$287M	1.7%	$30.68	+2.4%	INT	29476L107
—	SL GREEN RLTY CORP COM	3,006,729	$265M	1.6%	$86.11	—	COM	78440X101
VNO	VORNADO RLTY TR SH BEN INT	2,996,987	$248M	1.5%	$83.64	—	INT	929042109
QCOM	QUALCOMM INC COM	3,915,200	$239M	1.4%	$46.05	-2.2%	COM	747525103
WAT	WATERS CORP COM	2,304,054	$231M	1.4%	$92.22	+3.8%	COM	941848103
VZ	VERIZON COMMUNICATIONS INC COM	4,502,361	$227M	1.3%	$23.87	+13.3%	COM	92343V104
SJM	SMUCKER J M CO COM NEW	2,166,565	$223M	1.3%	$64.01	+10.7%	COM	832696405
—	HCP INC COM	4,745,795	$216M	1.3%	$49.86	—	COM	40414L109
MA	MASTERCARD INC CL A	370,500	$213M	1.3%	$48.29	+6.7%	CLASS A	57636Q104
EBAY	EBAY INC COM	3,987,388	$206M	1.2%	$20.27	-0.4%	COM	278642103
MRK	MERCK & CO INC NEW COM	4,389,866	$204M	1.2%	$27.22	+10.3%	COM	58933Y105
PFE	PFIZER INC COM	7,256,197	$203M	1.2%	$15.34	+7.3%	COM	717081103
IBM	INTERNATIONAL BUSINESS MACHS COM	1,036,577	$198M	1.2%	$118.04	+0.8%	COM	459200101
XOM	EXXON MOBIL CORP COM	2,111,013	$191M	1.1%	$52.97	+1.4%	COM	30231G102
DLR	DIGITAL RLTY TR INC COM	3,108,673	$190M	1.1%	$39.94	-0.7%	COM	253868103
PSA	PUBLIC STORAGE COM	1,233,835	$189M	1.1%	$92.38	+5.2%	COM	74460D109
MSFT	MICROSOFT CORP COM	5,220,913	$180M	1.1%	$22.38	+19.3%	COM	594918104
JNJ	JOHNSON & JOHNSON COM	2,010,220	$173M	1.0%	$52.80	+13.0%	COM	478160104
PG	PROCTER & GAMBLE CO COM	2,189,409	$169M	1.0%	$52.07	+5.6%	COM	742718109
—	GENERAL ELECTRIC CO COM	7,052,704	$164M	1.0%	$23.12	—	COM	369604103
KIM	KIMCO RLTY CORP COM	7,589,111	$163M	1.0%	$11.56	+9.1%	COM	49446R109
MTD	METTLER TOLEDO INTERNATIONAL COM	799,000	$161M	0.9%	$212.51	+0.2%	COM	592688105
CVX	CHEVRON CORP NEW COM	1,341,249	$159M	0.9%	$67.90	+5.0%	COM	166764100
—	APARTMENT INVT & MGMT CO CL A	5,180,420	$156M	0.9%	$30.66	—	CLASS A	03748R101
KO	COCA COLA CO COM	3,822,894	$153M	0.9%	$26.19	+6.3%	COM	191216100
WMT	WAL-MART STORES INC COM	2,051,744	$153M	0.9%	$18.31	+9.1%	COM	931142103
AAPL	APPLE INC COM	382,588	$152M	0.9%	$13.16	0.0%	COM	037833100
WFC	WELLS FARGO & CO NEW COM	3,651,605	$151M	0.9%	$24.89	+9.9%	COM	949746101
UNH	UNITEDHEALTH GROUP INC COM	2,272,490	$149M	0.9%	$44.59	+13.8%	COM	91324P102
JPM	JPMORGAN CHASE & CO COM	2,623,372	$138M	0.8%	$34.04	+6.5%	COM	46625H100
—	VARIAN MED SYS INC COM	2,000,604	$135M	0.8%	$72.00	—	COM	92220P105
MMM	3M CO COM	1,210,839	$132M	0.8%	$57.18	+7.1%	COM	88579Y101
V	VISA INC COM CL A	723,644	$132M	0.8%	$36.31	+10.2%	CLASS A	92826C839
—	SENIOR HSG PPTYS TR SH BEN INT	4,458,301	$116M	0.7%	$26.83	—	COM	81721M109
—	BIOMED REALTY TRUST INC COM	5,693,623	$115M	0.7%	$21.60	—	COM	09063H107
ORCL	ORACLE CORP COM	3,671,752	$113M	0.7%	$28.01	-1.5%	COM	68389X105
PEP	PEPSICO INC COM	1,375,183	$112M	0.7%	$52.16	+7.4%	COM	713448108
MO	ALTRIA GROUP INC COM	3,003,281	$105M	0.6%	$15.11	+7.7%	COM	02209S103
—	BRE PROPERTIES INC CL A	2,053,940	$103M	0.6%	$48.68	—	CLASS A	05564E106
USB	US BANCORP DEL COM NEW	2,701,110	$97.64M	0.6%	$21.83	+2.7%	COM	902973304
C	CITIGROUP INC COM NEW	2,021,944	$96.99M	0.6%	$32.37	+10.5%	COM	172967424
CSCO	CISCO SYS INC COM	3,665,510	$89.11M	0.5%	$14.12	+7.9%	COM	17275R102
—	MEDTRONIC INC COM	1,718,069	$88.43M	0.5%	$46.96	—	COM	585055106
MCD	MCDONALDS CORP COM	892,556	$88.36M	0.5%	$67.73	+6.0%	COM	580135101
MCK	MCKESSON CORP COM	740,028	$84.73M	0.5%	$95.52	+6.2%	COM	58155Q103
INTC	INTEL CORP COM	3,449,251	$83.54M	0.5%	$15.34	+11.9%	COM	458140100
TGT	TARGET CORP COM	1,205,874	$83.04M	0.5%	$43.55	+10.1%	COM	87612E106
UDR	UDR INC COM	3,149,431	$80.28M	0.5%	$15.35	+3.1%	COM	902653104
KRC	KILROY RLTY CORP COM	1,487,505	$78.85M	0.5%	$52.40	—	COM	49427F108
LLY	LILLY ELI & CO COM	1,594,644	$78.33M	0.5%	$41.52	+1.7%	COM	532457108
TJX	TJX COS INC NEW COM	1,537,529	$76.97M	0.5%	$18.91	+10.1%	COM	872540109
SHO	SUNSTONE HOTEL INVS INC NEW COM	6,279,084	$75.85M	0.4%	$12.31	—	COM	867892101
VTR	VENTAS INC COM	1,080,798	$75.07M	0.4%	$44.25	+11.2%	COM	92276F100
CVS	CVS CAREMARK CORPORATION COM	1,278,575	$73.11M	0.4%	$37.07	+11.8%	COM	126650100
TMO	THERMO FISHER SCIENTIFIC INC COM	855,082	$72.37M	0.4%	$69.62	+14.6%	COM	883556102
—	WELLPOINT INC COM	855,986	$70.05M	0.4%	$66.23	—	COM	94973V107
MAT	MATTEL INC COM	1,522,508	$68.98M	0.4%	$40.47	+10.6%	COM	577081102
—	AETNA INC NEW COM	1,068,493	$67.89M	0.4%	$51.12	—	COM	00817Y108
AVB	AVALONBAY CMNTYS INC COM	497,853	$67.17M	0.4%	$85.02	+3.2%	COM	053484101
—	VIACOM INC NEW CL B	977,014	$66.49M	0.4%	$61.57	—	CLASS B	92553P201
AMGN	AMGEN INC COM	672,116	$66.31M	0.4%	$62.49	+17.4%	COM	031162100
FIS	FIDELITY NATL INFORMATION SV COM	1,527,645	$65.44M	0.4%	$29.91	+14.9%	COM	31620M106
EXR	EXTRA SPACE STORAGE INC COM	1,509,054	$63.27M	0.4%	$24.14	+10.2%	COM	30225T102
ETN	EATON CORP PLC SHS	953,598	$62.76M	0.4%	$44.51	+4.7%	SHS	G29183103
—	AON PLC SHS CL A	933,865	$60.09M	0.4%	$61.50	—	CLASS A	G0408V102
—	AMERICAN CAMPUS CMNTYS INC COM	1,450,910	$58.99M	0.3%	$45.34	—	COM	024835100
SYK	STRYKER CORP COM	871,428	$56.36M	0.3%	$53.72	+6.0%	COM	863667101
—	HOSPITALITY PPTYS TR COM SH BEN INT	2,128,565	$55.94M	0.3%	$27.44	—	INT	44106M102
—	DDR CORP COM	3,357,060	$55.9M	0.3%	$17.42	—	COM	23317H102
ORLY	O REILLY AUTOMOTIVE INC NEW COM	491,644	$55.37M	0.3%	$6.51	+10.5%	COM	67103H107
—	REYNOLDS AMERICAN INC COM	1,143,841	$55.33M	0.3%	$45.17	—	COM	761713106
GPC	GENUINE PARTS CO COM	701,694	$54.78M	0.3%	$48.68	+11.2%	COM	372460105
BDN	BRANDYWINE RLTY TR SH BEN INT NEW	4,032,814	$54.52M	0.3%	$14.85	—	INT	105368203
—	OMNICARE INC COM	1,141,668	$54.47M	0.3%	$40.72	—	COM	681904108
—	TIME WARNER CABLE INC COM	466,168	$52.44M	0.3%	$96.06	—	COM	88732J207
CAG	CONAGRA FOODS INC COM	1,497,137	$52.3M	0.3%	$16.80	+5.3%	COM	205887102
DOV	DOVER CORP COM	668,811	$51.94M	0.3%	$38.08	+5.0%	COM	260003108
—	SYMANTEC CORP COM	2,305,912	$51.81M	0.3%	$24.68	—	COM	871503108
BEN	FRANKLIN RES INC COM	379,416	$51.61M	0.3%	$27.83	+8.6%	COM	354613101
BIIB	BIOGEN IDEC INC COM	237,092	$51.02M	0.3%	$161.63	+32.2%	COM	09062X103
COP	CONOCOPHILLIPS COM	838,531	$50.73M	0.3%	$38.32	+4.3%	COM	20825C104
HSIC	SCHEIN HENRY INC COM	528,895	$50.64M	0.3%	$34.39	+6.6%	COM	806407102
PH	PARKER HANNIFIN CORP COM	526,636	$50.24M	0.3%	$75.29	+0.9%	COM	701094104
OXY	OCCIDENTAL PETE CORP DEL COM	559,138	$49.89M	0.3%	$54.11	+6.9%	COM	674599105
—	BED BATH & BEYOND INC COM	702,557	$49.81M	0.3%	$64.42	—	COM	075896100
—	LIFE TECHNOLOGIES CORP COM	671,765	$49.72M	0.3%	$64.63	—	COM	53217V109
—	PRECISION CASTPARTS CORP COM	215,255	$48.65M	0.3%	$189.62	—	COM	740189105
CL	COLGATE PALMOLIVE CO COM	848,593	$48.62M	0.3%	$42.90	+3.4%	COM	194162103
HAS	HASBRO INC COM	1,077,320	$48.3M	0.3%	$26.15	+15.6%	COM	418056107
—	ACE LTD SHS	535,578	$47.92M	0.3%	$88.98	—	SHS	H0023R105
STZ	CONSTELLATION BRANDS INC CL A	912,314	$47.55M	0.3%	$34.38	+25.5%	CLASS A	21036P108
TRV	TRAVELERS COMPANIES INC COM	594,697	$47.53M	0.3%	$59.49	+6.6%	COM	89417E109
BMY	BRISTOL MYERS SQUIBB CO COM	1,050,285	$46.94M	0.3%	$28.67	0.0%	COM	110122108
—	DISCOVERY COMMUNICATNS NEW COM SER A	614,014	$46.8M	0.3%	$77.62	—	COM	25470F104
GS	GOLDMAN SACHS GROUP INC COM	304,973	$46.13M	0.3%	$117.11	+2.5%	COM	38141G104
—	LORILLARD INC COM	1,047,028	$45.73M	0.3%	$40.35	—	COM	544147101
PBI	PITNEY BOWES INC COM	3,069,551	$45.06M	0.3%	$13.30	+11.0%	COM	724479100
NWL	NEWELL RUBBERMAID INC COM	1,716,568	$45.06M	0.3%	$14.95	+12.3%	COM	651229106
ITW	ILLINOIS TOOL WKS INC COM	649,300	$44.91M	0.3%	$46.28	+7.7%	COM	452308109
—	CBS CORP NEW CL B	918,388	$44.88M	0.3%	$46.69	—	CLASS B	124857202
AZO	AUTOZONE INC COM	105,782	$44.82M	0.3%	$373.54	+9.2%	COM	053332102
HRB	BLOCK H & R INC COM	1,614,059	$44.79M	0.3%	$15.21	+19.5%	COM	093671105
—	NEWS CORP CL A	1,372,542	$44.74M	0.3%	$30.52	—	CLASS A	65248E104
—	CAREFUSION CORP COM	1,213,477	$44.72M	0.3%	$34.99	—	COM	14170T101
—	HEALTH CARE REIT INC COM	665,586	$44.61M	0.3%	$67.91	—	COM	42217K106
—	LIBERTY INTERACTIVE CORP INT COM SER A	1,921,035	$44.2M	0.3%	$21.38	—	COM	53071M104
—	PENTAIR LTD SHS	765,764	$44.18M	0.3%	$52.75	—	SHS	H6169Q108
—	ENERGIZER HLDGS INC COM	438,365	$44.06M	0.3%	$99.73	—	COM	29266R108
COST	COSTCO WHSL CORP NEW COM	394,351	$43.6M	0.3%	$80.79	+7.1%	COM	22160K105
APH	AMPHENOL CORP NEW CL A	557,736	$43.47M	0.3%	$7.77	+9.5%	CLASS A	032095101
—	BLACKROCK INC COM	168,884	$43.38M	0.3%	$256.88	—	COM	09247X101
—	XILINX INC COM	1,091,305	$43.23M	0.3%	$38.17	—	COM	983919101
FISV	FISERV INC COM	490,758	$42.9M	0.3%	$20.58	+6.6%	COM	337738108
—	INGERSOLL-RAND PLC SHS	770,189	$42.76M	0.3%	$55.01	—	SHS	G47791101
—	KELLOGG CO COM	660,218	$42.41M	0.2%	$35.99	+8.2%	COM	487836108
TAP	MOLSON COORS BREWING CO CL B	884,088	$42.31M	0.2%	$33.22	+12.1%	CLASS B	60871R209
EFX	EQUIFAX INC COM	716,016	$42.2M	0.2%	$49.44	+7.3%	COM	294429105
—	SIGMA ALDRICH CORP COM	516,890	$41.54M	0.2%	$77.68	—	COM	826552101
—	HARRIS CORP DEL COM	838,319	$41.29M	0.2%	$46.34	—	COM	413875105
HRL	HORMEL FOODS CORP COM	1,069,197	$41.25M	0.2%	$13.66	+11.6%	COM	440452100
—	UNITED TECHNOLOGIES CORP COM	443,759	$41.24M	0.2%	$93.43	—	COM	913017109
F	FORD MTR CO DEL COM PAR $0.01	2,659,022	$41.13M	0.2%	$7.00	+8.6%	COM	345370860
HAL	HALLIBURTON CO COM	984,397	$41.07M	0.2%	$31.52	+5.4%	COM	406216101
TROW	PRICE T ROWE GROUP INC COM	557,527	$40.78M	0.2%	$45.87	+4.0%	COM	74144T108
AME	AMETEK INC NEW COM	964,000	$40.78M	0.2%	$37.79	+1.6%	COM	031100100
DVA	DAVITA HEALTHCARE PARTNERS I COM	333,212	$40.25M	0.2%	$57.98	+7.7%	COM	23918K108
RL	RALPH LAUREN CORP CL A	229,630	$39.9M	0.2%	$133.55	+3.9%	CLASS A	751212101
BALL	BALL CORP COM	959,634	$39.86M	0.2%	$19.95	-0.9%	COM	058498106
ROP	ROPER INDS INC NEW COM	320,120	$39.77M	0.2%	$111.75	+1.6%	COM	776696106
—	COCA COLA ENTERPRISES INC NE COM	1,124,427	$39.53M	0.2%	$36.92	—	COM	19122T109
EMR	EMERSON ELEC CO COM	713,319	$38.9M	0.2%	$39.99	+0.1%	COM	291011104
ACN	ACCENTURE PLC IRELAND SHS CLASS A	534,564	$38.47M	0.2%	$58.41	+9.3%	CLASS A	G1151C101
—	DUKE REALTY CORP COM NEW	2,459,898	$38.35M	0.2%	$16.98	—	COM	264411505
ABT	ABBOTT LABS COM	1,085,556	$37.86M	0.2%	$26.57	+8.6%	COM	002824100
—	WYNDHAM WORLDWIDE CORP COM	659,250	$37.73M	0.2%	$64.48	—	COM	98310W108
INTU	INTUIT COM	614,947	$37.53M	0.2%	$57.21	-4.9%	COM	461202103
—	WEINGARTEN RLTY INVS SH BEN INT	1,218,073	$37.48M	0.2%	$31.55	—	INT	948741103
ROK	ROCKWELL AUTOMATION INC COM	447,975	$37.24M	0.2%	$68.45	-1.8%	COM	773903109
TEVA	TEVA PHARMACEUTICAL INDS LTD ADR	943,981	$37M	0.2%	$39.66	—	ADR	881624209
DE	DEERE & CO COM	455,070	$36.97M	0.2%	$70.61	-3.6%	COM	244199105
IFF	INTERNATIONAL FLAVORS&FRAGRA COM	486,635	$36.58M	0.2%	$53.80	+8.2%	COM	459506101
—	BEMIS INC COM	916,802	$35.88M	0.2%	$40.36	—	COM	081437105
AEP	AMERICAN ELEC PWR INC COM	760,943	$34.08M	0.2%	$28.67	+6.2%	COM	025537101
SO	SOUTHERN CO COM	770,420	$34M	0.2%	$26.74	0.0%	COM	842587107
KMB	KIMBERLY CLARK CORP COM	349,278	$33.93M	0.2%	$56.61	+11.4%	COM	494368103
BAX	BAXTER INTL INC COM	489,485	$33.91M	0.2%	$29.43	+3.4%	COM	071813109
—	DU PONT E I DE NEMOURS & CO COM	641,187	$33.66M	0.2%	$49.19	—	COM	263534109
—	SAIC INC COM	2,392,418	$33.33M	0.2%	$13.55	—	COM	78390X101
DUK	DUKE ENERGY CORP NEW COM NEW	481,798	$32.52M	0.2%	$40.12	+4.3%	COM	26441C204
—	BROOKFIELD OFFICE PPTYS INC COM	1,923,410	$32.08M	0.2%	$16.68	—	COM	112900105
ESS	ESSEX PPTY TR INC COM	198,946	$31.62M	0.2%	$100.24	+4.8%	COM	297178105
—	CBL & ASSOC PPTYS INC COM	1,436,376	$30.77M	0.2%	$23.60	—	COM	124830100
EOG	EOG RES INC COM	233,530	$30.75M	0.2%	$46.02	+1.1%	COM	26875P101
NEE	NEXTERA ENERGY INC COM	374,232	$30.49M	0.2%	$12.91	+9.6%	COM	65339F101
FFIV	F5 NETWORKS INC COM	427,394	$29.41M	0.2%	$97.37	-21.0%	COM	315616102
ADP	AUTOMATIC DATA PROCESSING IN COM	424,479	$29.23M	0.2%	$40.41	+11.6%	COM	053015103
D	DOMINION RES INC VA NEW COM	506,043	$28.75M	0.2%	$32.13	+7.5%	COM	25746U109
EPR	EPR PPTYS COM SH BEN INT	561,961	$28.25M	0.2%	$52.05	—	INT	26884U109
AGRO	ADECOAGRO S A COM	4,500,000	$28.13M	0.2%	$7.52	-13.5%	COM	L00849106
YUM	YUM BRANDS INC COM	405,262	$28.1M	0.2%	$37.44	+4.1%	COM	988498101
GIS	GENERAL MLS INC COM	575,481	$27.93M	0.2%	$28.58	+11.9%	COM	370334104
MET	METLIFE INC COM	610,146	$27.92M	0.2%	$22.06	+10.8%	COM	59156R108
ED	CONSOLIDATED EDISON INC COM	458,878	$26.76M	0.2%	$36.67	+2.3%	COM	209115104
—	WALGREEN CO COM	604,734	$26.73M	0.2%	$47.68	—	COM	931422109
—	DOW CHEM CO COM	825,303	$26.55M	0.2%	$32.17	—	COM	260543103
PNC	PNC FINL SVCS GROUP INC COM	363,196	$26.48M	0.2%	$42.93	+10.3%	COM	693475105
—	COVIDIEN PLC SHS	420,855	$26.45M	0.2%	$67.73	—	SHS	G2554F113
PEG	PUBLIC SVC ENTERPRISE GROUP COM	803,240	$26.23M	0.2%	$20.96	+3.7%	COM	744573106
—	DCT INDUSTRIAL TRUST INC COM	3,658,668	$26.16M	0.2%	$7.40	—	COM	233153105
SNPS	SYNOPSYS INC COM	718,974	$25.7M	0.2%	$34.02	+4.4%	COM	871607107
CAH	CARDINAL HEALTH INC COM	538,704	$25.43M	0.1%	$32.05	+1.7%	COM	14149Y108
AJG	GALLAGHER ARTHUR J & CO COM	543,754	$23.76M	0.1%	$28.99	+15.5%	COM	363576109
PRU	PRUDENTIAL FINL INC COM	320,355	$23.4M	0.1%	$34.22	+13.0%	COM	744320102
ARE	ALEXANDRIA REAL ESTATE EQ IN COM	352,279	$23.15M	0.1%	$45.37	-1.0%	COM	015271109
COF	CAPITAL ONE FINL CORP COM	360,466	$22.64M	0.1%	$44.63	+5.3%	COM	14040H105
BK	BANK NEW YORK MELLON CORP COM	806,814	$22.63M	0.1%	$20.26	+4.7%	COM	064058100
—	APACHE CORP COM	269,823	$22.62M	0.1%	$77.23	—	COM	037411105
—	RAMCO-GERSHENSON PPTYS TR COM SH BEN INT	1,450,000	$22.52M	0.1%	$16.80	—	COM	751452202
—	ST JUDE MED INC COM	480,466	$21.92M	0.1%	$40.44	—	COM	790849103
—	SPECTRA ENERGY CORP COM	592,091	$20.4M	0.1%	$30.83	—	COM	847560109
ECL	ECOLAB INC COM	233,791	$19.92M	0.1%	$73.48	0.0%	COM	278865100
MTB	M & T BK CORP COM	177,920	$19.88M	0.1%	$72.70	+0.3%	COM	55261F104
—	DELPHI AUTOMOTIVE PLC SHS	391,219	$19.83M	0.1%	$50.69	—	SHS	G27823106
—	CHUBB CORP COM	232,826	$19.71M	0.1%	$87.53	—	COM	171232101
LYB	LYONDELLBASELL INDUSTRIES N SHS - A -	283,051	$18.75M	0.1%	$32.24	+3.4%	SHS	N53745100
ZTS	ZOETIS INC CL A	597,643	$18.46M	0.1%	$29.32	0.0%	CLASS A	98978V103
AFL	AFLAC INC COM	312,063	$18.14M	0.1%	$18.91	+6.3%	COM	001055102
EXC	EXELON CORP COM	584,241	$18.04M	0.1%	$14.00	+10.0%	COM	30161N101
FCX	FREEPORT-MCMORAN COPPER & GO COM	649,580	$17.93M	0.1%	$26.75	-8.6%	COM	35671D857
SRE	SEMPRA ENERGY COM	213,426	$17.45M	0.1%	$25.60	+7.8%	COM	816851109
DRH	DIAMONDROCK HOSPITALITY CO COM	1,867,696	$17.41M	0.1%	$9.32	—	COM	252784301
BDX	BECTON DICKINSON & CO COM	171,080	$16.91M	0.1%	$69.22	+12.8%	COM	075887109
—	MARATHON OIL CORP COM	485,857	$16.8M	0.1%	$33.73	—	COM	565849106
MPC	MARATHON PETE CORP COM	235,225	$16.71M	0.1%	$26.84	+2.6%	COM	56585A102
CME	CME GROUP INC COM	217,712	$16.54M	0.1%	$34.57	+13.3%	COM	12572Q105
WM	WASTE MGMT INC DEL COM	409,251	$16.5M	0.1%	$27.45	+12.0%	COM	94106L109
—	DISCOVER FINL SVCS COM	343,479	$16.36M	0.1%	$44.84	—	COM	254709108
—	BB&T CORP COM	479,543	$16.25M	0.1%	$31.42	—	COM	054937107
PPL	PPL CORP COM	513,057	$15.53M	0.1%	$15.83	+3.3%	COM	69351T106
ADM	ARCHER DANIELS MIDLAND CO COM	454,641	$15.42M	0.1%	$21.43	+9.0%	COM	039483102
—	CENTURYLINK INC COM	429,888	$15.2M	0.1%	$35.13	—	COM	156700106
KR	KROGER CO COM	437,856	$15.12M	0.1%	$11.30	+19.0%	COM	501044101
GLW	CORNING INC COM	1,028,033	$14.63M	0.1%	$9.01	+16.4%	COM	219350105
VLO	VALERO ENERGY CORP NEW COM	417,868	$14.53M	0.1%	$24.40	-1.6%	COM	91913Y100
—	HOLLYFRONTIER CORP COM	321,485	$13.75M	0.1%	$46.53	—	COM	436106108
DG	DOLLAR GEN CORP NEW COM	271,391	$13.69M	0.1%	$45.09	0.0%	COM	256677105
IP	INTL PAPER CO COM	301,415	$13.36M	0.1%	$23.97	+8.1%	COM	460146103
—	TE CONNECTIVITY LTD REG SHS	293,047	$13.35M	0.1%	$41.97	—	SHS	H84989104
SHW	SHERWIN WILLIAMS CO COM	74,810	$13.21M	0.1%	$48.26	+10.8%	COM	824348106
HSY	HERSHEY CO COM	144,535	$12.9M	0.1%	$59.92	+9.6%	COM	427866108
M	MACYS INC COM	267,668	$12.85M	0.1%	$39.88	+16.4%	COM	55616P104
PGR	PROGRESSIVE CORP OHIO COM	494,596	$12.57M	0.1%	$15.94	+6.9%	COM	743315103
—	AIRGAS INC COM	129,136	$12.33M	0.1%	$97.75	—	COM	009363102
XEL	XCEL ENERGY INC COM	432,797	$12.27M	0.1%	$18.73	+5.6%	COM	98389B100
—	BROADCOM CORP CL A	357,635	$12.07M	0.1%	$34.64	—	CLASS A	111320107
UPS	UNITED PARCEL SERVICE INC CL B	135,383	$11.71M	0.1%	$52.50	+5.5%	CLASS B	911312106
—	SUNTRUST BKS INC COM	370,662	$11.7M	0.1%	$31.57	—	COM	867914103
ZBH	ZIMMER HLDGS INC COM	154,235	$11.56M	0.1%	$64.36	+4.6%	COM	98956P102
AMP	AMERIPRISE FINL INC COM	142,102	$11.49M	0.1%	$52.19	+14.1%	COM	03076C106
COR	AMERISOURCEBERGEN CORP COM	204,639	$11.43M	0.1%	$33.48	+16.2%	COM	03073E105
—	CELGENE CORP COM	96,505	$11.28M	0.1%	$115.91	—	COM	151020104
—	COACH INC COM	193,862	$11.07M	0.1%	$57.09	—	COM	189754104
FITB	FIFTH THIRD BANCORP COM	609,044	$10.99M	0.1%	$10.54	+8.9%	COM	316773100
FE	FIRSTENERGY CORP COM	288,688	$10.78M	0.1%	$23.41	+5.0%	COM	337932107
HYG	ISHARES TR HIGH YLD CORP	118,366	$10.76M	0.1%	$94.28	—	CORP	464288513
—	TYCO INTERNATIONAL LTD SHS	318,952	$10.51M	0.1%	$32.01	—	SHS	H89128104
EG	EVEREST RE GROUP LTD COM	81,851	$10.5M	0.1%	$99.45	0.0%	COM	G3223R108
HBAN	HUNTINGTON BANCSHARES INC COM	1,331,159	$10.49M	0.1%	$4.39	+6.0%	COM	446150104
—	SEAGATE TECHNOLOGY PLC SHS	231,943	$10.4M	0.1%	$36.56	—	SHS	G7945M107
WDC	WESTERN DIGITAL CORP COM	166,153	$10.32M	0.1%	$28.85	+23.7%	COM	958102105
DLTR	DOLLAR TREE INC COM	202,005	$10.27M	0.1%	$48.73	0.0%	COM	256746108
DTE	DTE ENERGY CO COM	152,984	$10.25M	0.1%	$35.28	+8.5%	COM	233331107
NEM	NEWMONT MINING CORP COM	338,394	$10.13M	0.1%	$31.87	-20.5%	COM	651639106
CCL	CARNIVAL CORP PAIRED CTF	287,761	$9.867M	0.1%	$27.66	0.0%	CTF	143658300
—	PERRIGO CO COM	77,339	$9.358M	0.1%	$118.73	—	COM	714290103
HIG	HARTFORD FINL SVCS GROUP INC COM	300,889	$9.303M	0.1%	$18.94	+17.2%	COM	416515104
RF	REGIONS FINL CORP NEW COM	975,196	$9.294M	0.1%	$5.80	0.0%	COM	7591EP100
—	ENSCO PLC SHS CLASS A	159,138	$9.249M	0.1%	$58.12	—	CLASS A	G3157S106
HUM	HUMANA INC COM	109,232	$9.217M	0.1%	$64.28	+10.7%	COM	444859102
RSG	REPUBLIC SVCS INC COM	266,281	$9.038M	0.1%	$24.23	+8.9%	COM	760759100
CNP	CENTERPOINT ENERGY INC COM	379,890	$8.924M	0.1%	$13.44	+13.5%	COM	15189T107
ETR	ENTERGY CORP NEW COM	121,583	$8.472M	0.0%	$18.72	+9.9%	COM	29364G103
—	WISCONSIN ENERGY CORP COM	205,603	$8.428M	0.0%	$42.85	—	COM	976657106
—	LABORATORY CORP AMER HLDGS COM NEW	84,093	$8.418M	0.0%	$90.42	—	COM	50540R409
—	ANNALY CAP MGMT INC COM	669,046	$8.41M	0.0%	$15.86	—	COM	035710409
—	PARTNERRE LTD COM	92,176	$8.347M	0.0%	$90.56	—	COM	G6852T105
—	DR PEPPER SNAPPLE GROUP INC COM	181,041	$8.315M	0.0%	$46.95	—	COM	26138E109
—	THE ADT CORPORATION COM	205,369	$8.184M	0.0%	$48.74	—	COM	00101J106
—	PEOPLES UNITED FINANCIAL INC COM	549,054	$8.181M	0.0%	$13.47	—	COM	712704105
—	MARVELL TECHNOLOGY GROUP LTD ORD	692,876	$8.114M	0.0%	$11.08	—	ORD	G5876H105
—	XEROX CORP COM	844,894	$7.663M	0.0%	$8.60	—	COM	984121103
PFG	PRINCIPAL FINL GROUP INC COM	203,758	$7.631M	0.0%	$20.05	+17.1%	COM	74251V102
—	DIAMOND OFFSHORE DRILLING IN COM	109,236	$7.514M	0.0%	$69.13	—	COM	25271C102
MKC	MCCORMICK & CO INC COM NON VTG	106,439	$7.489M	0.0%	$26.06	+8.2%	COM	579780206
KSS	KOHLS CORP COM	147,689	$7.46M	0.0%	$45.48	+8.9%	COM	500255104
CF	CF INDS HLDGS INC COM	43,417	$7.446M	0.0%	$30.16	-11.4%	COM	125269100
MRSH	MARSH & MCLENNAN COS INC COM	184,848	$7.379M	0.0%	$31.19	0.0%	COM	571748102
CPB	CAMPBELL SOUP CO COM	163,179	$7.309M	0.0%	$26.51	+16.4%	COM	134429109
SLM	SLM CORP COM	319,078	$7.294M	0.0%	$6.61	+18.1%	COM	78442P106
KEY	KEYCORP NEW COM	644,594	$7.116M	0.0%	$5.95	+8.9%	COM	493267108
EMB	ISHARES TR JPMORGAN USD	64,673	$7.084M	0.0%	$116.72	—	CORP	464288281
LNC	LINCOLN NATL CORP IND COM	189,878	$6.925M	0.0%	$19.72	+14.1%	COM	534187109
—	BARD C R INC COM	62,946	$6.841M	0.0%	$100.77	—	COM	067383109
CHKP	CHECK POINT SOFTWARE TECH LT ORD	137,286	$6.82M	0.0%	$48.11	0.0%	ORD	M22465104
—	CA INC COM	237,830	$6.809M	0.0%	$25.21	—	COM	12673P105
DGX	QUEST DIAGNOSTICS INC COM	109,758	$6.655M	0.0%	$44.34	+4.2%	COM	74834L100
TDG	TRANSDIGM GROUP INC COM	42,112	$6.602M	0.0%	$70.58	0.0%	COM	893641100
AWK	AMERICAN WTR WKS CO INC NEW COM	156,843	$6.467M	0.0%	$30.12	+5.6%	COM	030420103
KLAC	KLA-TENCOR CORP COM	115,871	$6.457M	0.0%	$32.89	+3.2%	COM	482480100
CMS	CMS ENERGY CORP COM	235,590	$6.401M	0.0%	$19.06	0.0%	COM	125896100
—	XL GROUP PLC SHS	207,541	$6.293M	0.0%	$30.32	—	SHS	G98290102
RNR	RENAISSANCERE HOLDINGS LTD COM	72,269	$6.272M	0.0%	$88.61	0.0%	COM	G7496G103
—	AMERICAN CAPITAL AGENCY CORP COM	268,545	$6.174M	0.0%	$22.99	—	COM	02503X105
LKQ	LKQ CORP COM	238,536	$6.142M	0.0%	$21.42	0.0%	COM	501889208
CINF	CINCINNATI FINL CORP COM	126,204	$5.793M	0.0%	$30.15	+9.2%	COM	172062101
—	ALLEGHANY CORP DEL COM	15,045	$5.767M	0.0%	$383.32	—	COM	017175100
AEE	AMEREN CORP COM	166,854	$5.746M	0.0%	$21.70	+7.2%	COM	023608102
—	ALCOA INC COM	733,683	$5.737M	0.0%	$8.51	—	COM	013817101
—	BMC SOFTWARE INC COM	127,039	$5.735M	0.0%	$46.33	—	COM	055921100
—	LEUCADIA NATL CORP COM	217,086	$5.692M	0.0%	$26.22	—	COM	527288104
—	MAXIM INTEGRATED PRODS INC COM	201,403	$5.595M	0.0%	$27.78	—	COM	57772K101
UNM	UNUM GROUP COM	189,953	$5.579M	0.0%	$24.51	+13.6%	COM	91529Y106
—	IHS INC CL A	53,194	$5.552M	0.0%	$104.37	—	CLASS A	451734107
PNW	PINNACLE WEST CAP CORP COM	97,391	$5.402M	0.0%	$32.98	+7.3%	COM	723484101
CMA	COMERICA INC COM	129,575	$5.161M	0.0%	$22.20	+8.9%	COM	200340107
BR	BROADRIDGE FINL SOLUTIONS IN COM	193,035	$5.131M	0.0%	$18.38	+10.8%	COM	11133T103
BBY	BEST BUY INC COM	187,724	$5.13M	0.0%	$10.93	+52.2%	COM	086516101
ALV	AUTOLIV INC COM	65,790	$5.091M	0.0%	$35.89	+12.5%	COM	052800109
TSN	TYSON FOODS INC CL A	196,442	$5.045M	0.0%	$17.45	+8.8%	CLASS A	902494103
EEM	ISHARES TR MSCI EMERG MKT	128,473	$4.946M	0.0%	$42.77	—	MKT	464287234
LNT	ALLIANT ENERGY CORP COM	98,069	$4.945M	0.0%	$15.53	+8.8%	COM	018802108
—	COMPUTER SCIENCES CORP COM	107,153	$4.69M	0.0%	$43.77	—	COM	205363104
—	ASHLAND INC NEW COM	54,416	$4.544M	0.0%	$83.50	—	COM	044209104
DOX	AMDOCS LTD ORD	112,163	$4.16M	0.0%	$28.59	0.0%	ORD	G02602103
—	TORCHMARK CORP COM	62,558	$4.075M	0.0%	$59.80	—	COM	891027104
—	NEW YORK CMNTY BANCORP INC COM	288,613	$4.041M	0.0%	$14.35	—	COM	649445103
WRB	BERKLEY W R CORP COM	98,721	$4.034M	0.0%	$9.32	+2.8%	COM	084423102
—	SAFEWAY INC COM NEW	165,978	$3.927M	0.0%	$26.33	—	COM	786514208
—	GANNETT INC COM	159,764	$3.908M	0.0%	$21.89	—	COM	364730101
AXS	AXIS CAPITAL HOLDINGS LTD SHS	77,364	$3.542M	0.0%	$31.36	0.0%	SHS	G0692U109
GME	GAMESTOP CORP NEW CL A	83,477	$3.509M	0.0%	$4.36	+43.9%	CLASS A	36467W109
CBSH	COMMERCE BANCSHARES INC COM	77,704	$3.385M	0.0%	$19.57	+9.7%	COM	200525103
—	PATTERSON COMPANIES INC COM	78,226	$2.941M	0.0%	$38.04	—	COM	703395103
AVY	AVERY DENNISON CORP COM	68,771	$2.941M	0.0%	$33.15	0.0%	COM	053611109
GRMN	GARMIN LTD SHS	80,446	$2.909M	0.0%	$24.79	-5.1%	SHS	H2906T109
—	NABORS INDUSTRIES LTD SHS	184,442	$2.824M	0.0%	$15.31	—	SHS	G6359F103
—	FRONTIER COMMUNICATIONS CORP COM	683,326	$2.767M	0.0%	$3.98	—	COM	35906A108
AIZ	ASSURANT INC COM	54,340	$2.766M	0.0%	$31.40	+20.8%	COM	04621X108
—	MOLEX INC COM	98,710	$2.661M	0.0%	$25.38	—	COM	608554101
—	TECO ENERGY INC COM	148,365	$2.55M	0.0%	$17.82	—	COM	872375100
JBL	JABIL CIRCUIT INC COM	120,030	$2.446M	0.0%	$16.99	-1.4%	COM	466313103
—	CLIFFS NAT RES INC COM	110,159	$1.79M	0.0%	$18.70	—	COM	18683K101
ALL	ALLSTATE CORP COM	26,982	$1.298M	0.0%	$34.45	+7.7%	COM	020002101
—	IAC INTERACTIVECORP COM PAR $.001	2,072	$99,000	0.0%	$44.88	—	COM	44919P508
CMCSA	COMCAST CORP NEW CL A	27	$1,000	0.0%	$14.99	+4.2%	CLASS A	20030N101
—	INTERMEC INC COM	4	$0	0.0%	—	—	COM	458786100
—	IMATION CORP COM	1	$0	0.0%	—	—	COM	45245A107