State of New Jersey Common Pension Fund A 13F-HR Quarterly holdings report by institutional manager

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

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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
ABBOTT LABORATORIES	COM	00282410	86,825	2,616,000	SH		SOLE		2,616,000	0	0
ABBVIE INC	COM	00287Y10	99,122	2,216,000	SH		SOLE		2,216,000	0	0
ABERCROMBIE + FITCH CO CL A	CL A	00289620	37,492	1,060,000	SH		SOLE		1,060,000	0	0
ACADIA REALTY TRUST	COM SH BEN INT	00423910	4,245	171,996	SH		SOLE		171,996	0	0
ACCELRYS INC	COM	00430U10	690	70,000	SH		SOLE		70,000	0	0
ACCENTURE PLC CL A	SHS CLASS A	G1151C10	25,774	350,000	SH		SOLE		350,000	0	0
ACCO BRANDS CORP	COM	00081T10	1,408	212,000	SH		SOLE		212,000	0	0
ACE LTD	SHS	H0023R10	11,227	120,000	SH		SOLE		120,000	0	0
ACORDA THERAPEUTICS INC	COM	00484M10	3,085	90,000	SH		SOLE		90,000	0	0
ACTAVIS INC	COM	00507K10	43,920	305,000	SH		SOLE		305,000	0	0
ACTIVISION BLIZZARD INC	COM	00507V10	18,337	1,100,000	SH		SOLE		1,100,000	0	0
ADT CORP/THE	COM	00101J10	11,182	275,000	SH		SOLE		275,000	0	0
ADTRAN INC	COM	00738A10	3,996	150,000	SH		SOLE		150,000	0	0
ADVANCE AUTO PARTS INC	COM	00751Y10	4,961	60,000	SH		SOLE		60,000	0	0
AES CORP	COM	00130H10	16,280	1,225,000	SH		SOLE		1,225,000	0	0
AETNA INC	COM	00817Y10	97,638	1,525,120	SH		SOLE		1,525,120	0	0
AFFILIATED MANAGERS GROUP	COM	00825210	3,653	20,000	SH		SOLE		20,000	0	0
AFLAC INC	COM	00105510	620	10,000	SH		SOLE		10,000	0	0
AGILENT TECHNOLOGIES INC	COM	00846U10	15,375	300,000	SH		SOLE		300,000	0	0
AGL RESOURCES INC	COM	00120410	3,222	70,000	SH		SOLE		70,000	0	0
AGREE REALTY CORP	COM	00849210	2,565	85,000	SH		SOLE		85,000	0	0
AKAMAI TECHNOLOGIES INC	COM	00971T10	4,136	80,000	SH		SOLE		80,000	0	0
AKORN INC	COM	00972810	984	50,000	SH		SOLE		50,000	0	0
ALASKA AIR GROUP INC	COM	01165910	46,965	750,000	SH		SOLE		750,000	0	0
ALEXANDER + BALDWIN INC	COM	01449110	6,123	170,000	SH		SOLE		170,000	0	0
ALEXANDRIA REAL ESTATE EQUIT	COM	01527110	6,257	98,000	SH		SOLE		98,000	0	0
ALKERMES PLC	SHS	G0176710	4,371	130,000	SH		SOLE		130,000	0	0
ALLEGHANY CORP	COM	01717510	3,912	9,550	SH		SOLE		9,550	0	0
ALLEGHENY TECHNOLOGIES INC	COM	01741R10	17,854	585,000	SH		SOLE		585,000	0	0
ALLERGAN INC	COM	01849010	82,943	917,000	SH		SOLE		917,000	0	0
ALLIANCE ONE INTERNATIONAL	COM	01877210	1,746	600,000	SH		SOLE		600,000	0	0
ALLIANT ENERGY CORP	COM	01880210	3,221	65,000	SH		SOLE		65,000	0	0
ALLSCRIPTS HEALTHCARE SOLUTI	COM	01988P10	1,041	70,000	SH		SOLE		70,000	0	0
ALLSTATE CORP	COM	02000210	25,682	508,054	SH		SOLE		508,054	0	0
ALTERA CORP	COM	02144110	16,722	450,000	SH		SOLE		450,000	0	0
ALTRIA GROUP INC	COM	02209S10	118,714	3,456,000	SH		SOLE		3,456,000	0	0
AMAG PHARMACEUTICALS INC	COM	00163U10	5,395	251,167	SH		SOLE		251,167	0	0
AMAZON.COM INC	COM	02313510	137,562	440,000	SH		SOLE		440,000	0	0
AMC NETWORKS INC A	CL A	00164V10	42,800	625,000	SH		SOLE		625,000	0	0
AMEREN CORPORATION	COM	02360810	6,689	192,000	SH		SOLE		192,000	0	0
AMERESCO INC CL A	CL A	02361E10	1,253	125,000	SH		SOLE		125,000	0	0
AMERICAN APPAREL INC	COM	02385010	384	295,000	SH		SOLE		295,000	0	0
AMERICAN ASSETS TRUST INC	COM	02401310	6,026	197,500	SH		SOLE		197,500	0	0
AMERICAN CAMPUS COMMUNITIES	COM	02483510	8,316	243,516	SH		SOLE		243,516	0	0
AMERICAN CAPITAL MORTGAGE IN	COM	02504A10	2,075	105,000	SH		SOLE		105,000	0	0
AMERICAN EAGLE OUTFITTERS	COM	02553E10	2,378	170,000	SH		SOLE		170,000	0	0
AMERICAN ELECTRIC POWER	COM	02553710	18,034	416,000	SH		SOLE		416,000	0	0
AMERICAN EXPRESS CO	COM	02581610	69,478	920,000	SH		SOLE		920,000	0	0
AMERICAN INTERNATIONAL GROUP	COM NEW	02687478	89,576	1,842,000	SH		SOLE		1,842,000	0	0
AMERICAN RESIDENTIAL PROPERT	COM	02927E30	704	40,000	SH		SOLE		40,000	0	0
AMERICAN STATES WATER CO	COM	02989910	1,240	45,000	SH		SOLE		45,000	0	0
AMERICAN TOWER CORP	COM	03027X10	77,637	1,047,300	SH		SOLE		1,047,300	0	0
AMERICAN WATER WORKS CO INC	COM	03042010	1,238	30,000	SH		SOLE		30,000	0	0
AMERIPRISE FINANCIAL INC	COM	03076C10	103,103	1,132,000	SH		SOLE		1,132,000	0	0
AMERISOURCEBERGEN CORP	COM	03073E10	14,053	230,000	SH		SOLE		230,000	0	0
AMGEN INC	COM	03116210	55,002	491,355	SH		SOLE		491,355	0	0
ANADARKO PETROLEUM CORP	COM	03251110	64,442	693,000	SH		SOLE		693,000	0	0
ANALOG DEVICES INC	COM	03265410	47,050	1,000,000	SH		SOLE		1,000,000	0	0
ANGIODYNAMICS INC	COM	03475V10	1,716	130,000	SH		SOLE		130,000	0	0
ANSYS INC	COM	03662Q10	8,652	100,000	SH		SOLE		100,000	0	0
AOL INC	COM	00184X10	31,122	900,000	SH		SOLE		900,000	0	0
AON PLC	SHS CL A	G0408V10	29,404	395,000	SH		SOLE		395,000	0	0
APACHE CORP	COM	03741110	23,414	275,000	SH		SOLE		275,000	0	0
APARTMENT INVT + MGMT CO A	CL A	03748R10	5,029	180,000	SH		SOLE		180,000	0	0
APOLLO GROUP INC CL A	CL A	03760410	35,377	1,700,000	SH		SOLE		1,700,000	0	0
APPLE INC	COM	03783310	643,136	1,349,000	SH		SOLE		1,349,000	0	0
APPLIED MATERIALS INC	COM	03822210	32,449	1,850,000	SH		SOLE		1,850,000	0	0
APPLIED MICRO CIRCUITS CORP	COM NEW	03822W40	7,740	600,000	SH		SOLE		600,000	0	0
AQUA AMERICA INC	COM	03836W10	3,761	152,082	SH		SOLE		152,082	0	0
ARBOR REALTY TRUST INC	COM	03892310	1,356	200,000	SH		SOLE		200,000	0	0
ARCH CAPITAL GROUP LTD	ORD	G0450A10	18,326	338,556	SH		SOLE		338,556	0	0
ARCH COAL INC	COM	03938010	2,030	494,000	SH		SOLE		494,000	0	0
ARCHER DANIELS MIDLAND CO	COM	03948310	20,723	562,526	SH		SOLE		562,526	0	0
ARIAD PHARMACEUTICALS INC	COM	04033A10	2,760	150,000	SH		SOLE		150,000	0	0
ARQULE INC	COM	04269E10	521	223,774	SH		SOLE		223,774	0	0
ARRAY BIOPHARMA INC	COM	04269X10	1,648	265,000	SH		SOLE		265,000	0	0
ARRIS GROUP INC	COM	04270V10	2,559	150,000	SH		SOLE		150,000	0	0
ASCENA RETAIL GROUP INC	COM	04351G10	1,395	70,000	SH		SOLE		70,000	0	0
ASHFORD HOSPITALITY TRUST	COM SHS	04410310	1,666	135,000	SH		SOLE		135,000	0	0
ASHLAND INC	COM	04420910	1,850	20,000	SH		SOLE		20,000	0	0
ASPEN TECHNOLOGY INC	COM	04532710	8,638	250,000	SH		SOLE		250,000	0	0
AT+T INC	COM	00206R10	47,348	1,400,000	SH		SOLE		1,400,000	0	0
ATMEL CORP	COM	04951310	33,480	4,500,000	SH		SOLE		4,500,000	0	0
ATMOS ENERGY CORP	COM	04956010	2,130	50,000	SH		SOLE		50,000	0	0
AUTODESK INC	COM	05276910	72,459	1,760,000	SH		SOLE		1,760,000	0	0
AUTOZONE INC	COM	05333210	9,427	22,300	SH		SOLE		22,300	0	0
AVALONBAY COMMUNITIES INC	COM	05348410	23,576	185,500	SH		SOLE		185,500	0	0
AVERY DENNISON CORP	COM	05361110	5,788	133,000	SH		SOLE		133,000	0	0
AVID TECHNOLOGY INC	COM	05367P10	1,680	280,000	SH		SOLE		280,000	0	0
AVNET INC	COM	05380710	10,010	240,000	SH		SOLE		240,000	0	0
AVON PRODUCTS INC	COM	05430310	7,416	360,000	SH		SOLE		360,000	0	0
AVX CORP	COM	00244410	3,361	256,000	SH		SOLE		256,000	0	0
AXIALL CORP	COM	05463D10	18,895	500,000	SH		SOLE		500,000	0	0
B/E AEROSPACE INC	COM	07330210	10,335	140,000	SH		SOLE		140,000	0	0
BABCOCK + WILCOX CO/THE	COM	05615F10	82,783	2,455,000	SH		SOLE		2,455,000	0	0
BAKER HUGHES INC	COM	05722410	35,114	715,147	SH		SOLE		715,147	0	0
BALL CORP	COM	05849810	49,368	1,100,000	SH		SOLE		1,100,000	0	0
BALLANTYNE STRONG INC	COM	05851610	2,726	640,000	SH		SOLE		640,000	0	0
BANK OF AMERICA CORP	COM	06050510	164,132	11,893,615	SH		SOLE		11,893,615	0	0
BANK OF NEW YORK MELLON CORP	COM	06405810	25,636	849,167	SH		SOLE		849,167	0	0
BASIC ENERGY SERVICES INC	COM	06985P10	569	45,000	SH		SOLE		45,000	0	0
BAXTER INTERNATIONAL INC	COM	07181310	29,955	456,000	SH		SOLE		456,000	0	0
BEAM INC	COM	07373010	2,586	40,000	SH		SOLE		40,000	0	0
BEASLEY BROADCAST GRP INC A	CL A	07401410	2,590	298,000	SH		SOLE		298,000	0	0
BEAZER HOMES USA INC	COM NEW	07556Q88	18,000	1,000,000	SH		SOLE		1,000,000	0	0
BEBE STORES INC	COM	07557110	305	50,000	SH		SOLE		50,000	0	0
BECTON DICKINSON AND CO	COM	07588710	13,003	130,000	SH		SOLE		130,000	0	0
BED BATH + BEYOND INC	COM	07589610	45,333	586,000	SH		SOLE		586,000	0	0
BEL FUSE INC CL B	CL B	07734730	1,570	90,000	SH		SOLE		90,000	0	0
BENCHMARK ELECTRONICS INC	COM	08160H10	1,145	50,000	SH		SOLE		50,000	0	0
BERKSHIRE HATHAWAY INC CL A	CL A	08467010	16,189	95	SH		SOLE		95	0	0
BERKSHIRE HATHAWAY INC CL B	CL B NEW	08467070	108,970	960,000	SH		SOLE		960,000	0	0
BERRY PETROLEUM CO CLASS A	CL A	08578910	40,542	940,000	SH		SOLE		940,000	0	0
BILL BARRETT CORP	COM	06846N10	1,004	40,000	SH		SOLE		40,000	0	0
BIOGEN IDEC INC	COM	09062X10	31,299	130,000	SH		SOLE		130,000	0	0
BLACK HILLS CORP	COM	09211310	2,244	45,000	SH		SOLE		45,000	0	0
BLACKROCK INC	COM	09247X10	96,071	355,000	SH		SOLE		355,000	0	0
BLACKSTONE GROUP LP/THE	COM UNIT LTD	09253U10	2,489	100,000	SH		SOLE		100,000	0	0
BLACKSTONE MORTGAGE TRU CL A	COM CL A	09257W10	378	15,000	SH		SOLE		15,000	0	0
BOEING CO/THE	COM	09702310	102,813	875,000	SH		SOLE		875,000	0	0
BOSTON BEER COMPANY INC A	CL A	10055710	20,269	83,000	SH		SOLE		83,000	0	0
BOSTON PROPERTIES INC	COM	10112110	12,828	120,000	SH		SOLE		120,000	0	0
BOSTON SCIENTIFIC CORP	COM	10113710	16,115	1,372,697	SH		SOLE		1,372,697	0	0
BRANDYWINE REALTY TRUST	SH BEN INT NEW	10536820	1,648	125,000	SH		SOLE		125,000	0	0
BRIGGS + STRATTON	COM	10904310	3,018	150,000	SH		SOLE		150,000	0	0
BRIGHTCOVE	COM	10921T10	5,850	520,000	SH		SOLE		520,000	0	0
BRINK S CO/THE	COM	10969610	2,830	100,000	SH		SOLE		100,000	0	0
BRISTOL MYERS SQUIBB CO	COM	11012210	100,517	2,171,938	SH		SOLE		2,171,938	0	0
BROADCOM CORP CL A	CL A	11132010	52,021	2,000,000	SH		SOLE		2,000,000	0	0
BROCADE COMMUNICATIONS SYS	COM NEW	11162130	1,208	150,000	SH		SOLE		150,000	0	0
BSQUARE CORP	COM NEW	11776U30	798	290,000	SH		SOLE		290,000	0	0
C+J ENERGY SERVICES INC	COM	12467B30	1,606	80,000	SH		SOLE		80,000	0	0
CABLEVISION SYSTEMS NY GRP A	CL A NY CABLVS	12686C10	17,177	1,020,000	SH		SOLE		1,020,000	0	0
CABOT OIL + GAS CORP	COM	12709710	12,689	340,000	SH		SOLE		340,000	0	0
CADENCE DESIGN SYS INC	COM	12738710	9,720	720,000	SH		SOLE		720,000	0	0
CALAVO GROWERS INC	COM	12824610	22,221	734,800	SH		SOLE		734,800	0	0
CALGON CARBON CORP	COM	12960310	12,154	640,000	SH		SOLE		640,000	0	0
CALIFORNIA WATER SERVICE GRP	COM	13078810	914	45,000	SH		SOLE		45,000	0	0
CALIX NETWORKS INC	COM	13100M50	509	40,000	SH		SOLE		40,000	0	0
CALPINE CORP	COM NEW	13134730	777	40,000	SH		SOLE		40,000	0	0
CAMDEN PROPERTY TRUST	SH BEN INT	13313110	3,318	54,000	SH		SOLE		54,000	0	0
CAMERON INTERNATIONAL CORP	COM	13342B10	11,207	192,000	SH		SOLE		192,000	0	0
CAMPBELL SOUP CO	COM	13442910	44,781	1,100,000	SH		SOLE		1,100,000	0	0
CAMPUS CREST COMMUNITIES INC	COM	13466Y10	1,544	143,000	SH		SOLE		143,000	0	0
CAPITAL ONE FINANCIAL CORP	COM	14040H10	59,804	870,000	SH		SOLE		870,000	0	0
CAPITAL SENIOR LIVING CORP	COM	14047510	740	35,000	SH		SOLE		35,000	0	0
CARDINAL HEALTH INC	COM	14149Y10	22,685	435,000	SH		SOLE		435,000	0	0
CAREFUSION CORP	COM	14170T10	8,672	235,000	SH		SOLE		235,000	0	0
CARMAX INC	COM	14313010	5,089	105,000	SH		SOLE		105,000	0	0
CARMIKE CINEMAS INC	COM	14343640	1,987	90,000	SH		SOLE		90,000	0	0
CARTER S INC	COM	14622910	10,700	141,000	SH		SOLE		141,000	0	0
CASH AMERICA INTL INC	COM	14754D10	4,528	100,000	SH		SOLE		100,000	0	0
CAVIUM INC	COM	14964U10	11,948	290,000	SH		SOLE		290,000	0	0
CBRE GROUP INC A	CL A	12504L10	8,211	355,000	SH		SOLE		355,000	0	0
CELGENE CORP	COM	15102010	30,016	195,000	SH		SOLE		195,000	0	0
CELLDEX THERAPEUTICS INC	COM	15117B10	17,184	485,000	SH		SOLE		485,000	0	0
CENTERPOINT ENERGY INC	COM	15189T10	9,588	400,000	SH		SOLE		400,000	0	0
CERNER CORP	COM	15678210	33,632	640,000	SH		SOLE		640,000	0	0
CHARLES RIVER LABORATORIES	COM	15986410	2,313	50,000	SH		SOLE		50,000	0	0
CHART INDUSTRIES INC	COM PAR $0.01	16115Q30	59,059	480,000	SH		SOLE		480,000	0	0
CHATHAM LODGING TRUST	COM	16208T10	3,199	179,100	SH		SOLE		179,100	0	0
CHECKPOINT SYSTEMS INC	COM	16282510	3,758	225,000	SH		SOLE		225,000	0	0
CHENIERE ENERGY INC	COM NEW	16411R20	1,707	50,000	SH		SOLE		50,000	0	0
CHESAPEAKE ENERGY CORP	COM	16516710	23,939	925,000	SH		SOLE		925,000	0	0
CHESAPEAKE LODGING TRUST	SH BEN INT	16524010	11,403	484,400	SH		SOLE		484,400	0	0
CHEVRON CORP	COM	16676410	98,658	812,000	SH		SOLE		812,000	0	0
CHICO S FAS INC	COM	16861510	1,999	120,000	SH		SOLE		120,000	0	0
CHUBB CORP	COM	17123210	55,073	617,000	SH		SOLE		617,000	0	0
CHURCH + DWIGHT CO INC	COM	17134010	12,010	200,000	SH		SOLE		200,000	0	0
CIENA CORP	COM NEW	17177930	17,486	700,000	SH		SOLE		700,000	0	0
CIGNA CORP	COM	12550910	23,827	310,000	SH	��	SOLE		310,000	0	0
CIMAREX ENERGY CO	COM	17179810	6,555	68,000	SH		SOLE		68,000	0	0
CINEDIGM CORP	COM	17240710	3,600	2,400,000	SH		SOLE		2,400,000	0	0
CINEMARK HOLDINGS INC	COM	17243V10	29,201	920,000	SH		SOLE		920,000	0	0
CIRRUS LOGIC INC	COM	17275510	2,268	100,000	SH		SOLE		100,000	0	0
CISCO SYSTEMS INC	COM	17275R10	175,650	7,500,000	SH		SOLE		7,500,000	0	0
CIT GROUP INC	COM NEW	12558180	48,770	1,000,000	SH		SOLE		1,000,000	0	0
CITIGROUP INC	COM NEW	17296742	216,716	4,467,442	SH		SOLE		4,467,442	0	0
CITRIX SYSTEMS INC	COM	17737610	69,904	990,000	SH		SOLE		990,000	0	0
CITY NATIONAL CORP	COM	17856610	4,800	72,000	SH		SOLE		72,000	0	0
CLEAN ENERGY FUELS CORP	COM	18449910	32,589	2,550,000	SH		SOLE		2,550,000	0	0
CLEAN HARBORS INC	COM	18449610	34,609	590,000	SH		SOLE		590,000	0	0
CLECO CORPORATION	COM	12561W10	2,690	60,000	SH		SOLE		60,000	0	0
CLIFFS NATURAL RESOURCES INC	COM	18683K10	15,375	750,000	SH		SOLE		750,000	0	0
CLOROX COMPANY	COM	18905410	9,806	120,000	SH		SOLE		120,000	0	0
CLOUD PEAK ENERGY INC	COM	18911Q10	3,873	264,000	SH		SOLE		264,000	0	0
CME GROUP INC	COM	12572Q10	5,541	75,000	SH		SOLE		75,000	0	0
CMS ENERGY CORP	COM	12589610	9,212	350,000	SH		SOLE		350,000	0	0
COACH INC	COM	18975410	6,816	125,000	SH		SOLE		125,000	0	0
COCA COLA CO/THE	COM	19121610	182,771	4,825,000	SH		SOLE		4,825,000	0	0
COLE REAL ESTATE INVESTMENT	COM	19329V10	1,226	100,000	SH		SOLE		100,000	0	0
COLGATE PALMOLIVE CO	COM	19416210	95,770	1,615,000	SH		SOLE		1,615,000	0	0
COMCAST CORP SPECIAL CL A	CL A SPL	20030N20	125,773	2,900,000	SH		SOLE		2,900,000	0	0
COMMUNITY HEALTH SYSTEMS INC	COM	20366810	39,840	960,000	SH		SOLE		960,000	0	0
COMMVAULT SYSTEMS INC	COM	20416610	18,444	210,000	SH		SOLE		210,000	0	0
COMPUWARE CORP	COM	20563810	18,032	1,610,000	SH		SOLE		1,610,000	0	0
COMSTOCK RESOURCES INC	COM NEW	20576820	3,102	195,000	SH		SOLE		195,000	0	0
CONAGRA FOODS INC	COM	20588710	11,681	385,000	SH		SOLE		385,000	0	0
CONN S INC	COM	20824210	3,203	64,000	SH		SOLE		64,000	0	0
CONNECTICUT WATER SVC INC	COM	20779710	1,447	45,000	SH		SOLE		45,000	0	0
CONOCOPHILLIPS	COM	20825C10	118,514	1,705,000	SH		SOLE		1,705,000	0	0
CONSOL ENERGY INC	COM	20854P10	9,590	285,000	SH		SOLE		285,000	0	0
CONSOLIDATED EDISON INC	COM	20911510	11,193	203,000	SH		SOLE		203,000	0	0
CORESITE REALTY CORP	COM	21870Q10	4,514	133,000	SH		SOLE		133,000	0	0
CORNING INC	COM	21935010	10,943	750,000	SH		SOLE		750,000	0	0
COSTCO WHOLESALE CORP	COM	22160K10	44,321	385,000	SH		SOLE		385,000	0	0
COTY INC CL A	COM CL A	22207020	2,869	177,000	SH		SOLE		177,000	0	0
COVANCE INC	COM	22281610	3,869	44,750	SH		SOLE		44,750	0	0
COVIDIEN PLC	SHS	G2554F11	19,196	315,000	SH		SOLE		315,000	0	0
CR BARD INC	COM	06738310	5,184	45,000	SH		SOLE		45,000	0	0
CRAY INC	COM NEW	22522330	6,018	250,000	SH		SOLE		250,000	0	0
CREE INC	COM	22544710	45,143	750,000	SH		SOLE		750,000	0	0
CROWN CASTLE INTL CORP	COM	22822710	4,104	56,200	SH		SOLE		56,200	0	0
CROWN HOLDINGS INC	COM	22836810	4,228	100,000	SH		SOLE		100,000	0	0
CROWN MEDIA HOLDINGS CLASS A	CL A	22841110	4,928	1,600,000	SH		SOLE		1,600,000	0	0
CSX CORP	COM	12640810	2,574	100,000	SH		SOLE		100,000	0	0
CUBESMART	COM	22966310	13,362	749,000	SH		SOLE		749,000	0	0
CUBIC CORP	COM	22966910	46,702	870,000	SH		SOLE		870,000	0	0
CUI GLOBAL INC	COM NEW	12657620	3,029	525,000	SH		SOLE		525,000	0	0
CUMMINS INC	COM	23102110	39,861	300,000	SH		SOLE		300,000	0	0
CUMULUS MEDIA INC CL A	CL A	23108210	1,866	352,100	SH		SOLE		352,100	0	0
CVS CAREMARK CORP	COM	12665010	71,786	1,264,943	SH		SOLE		1,264,943	0	0
CYPRESS SEMICONDUCTOR CORP	COM	23280610	8,406	900,000	SH		SOLE		900,000	0	0
CYS INVESTMENTS INC	COM	12673A10	1,870	230,000	SH		SOLE		230,000	0	0
CYTEC INDUSTRIES INC	COM	23282010	15,825	194,500	SH		SOLE		194,500	0	0
DANAHER CORP	COM	23585110	27,728	400,000	SH		SOLE		400,000	0	0
DARDEN RESTAURANTS INC	COM	23719410	8,332	180,000	SH		SOLE		180,000	0	0
DDR CORP	COM	23317H10	6,818	434,000	SH		SOLE		434,000	0	0
DECKERS OUTDOOR CORP	COM	24353710	2,769	42,000	SH		SOLE		42,000	0	0
DEERE + CO	COM	24419910	39,881	490,000	SH		SOLE		490,000	0	0
DELTA AIR LINES INC	COM NEW	24736170	9,436	400,000	SH		SOLE		400,000	0	0
DENBURY RESOURCES INC	COM NEW	24791620	7,824	425,000	SH		SOLE		425,000	0	0
DENDREON CORP	COM	24823Q10	776	265,000	SH		SOLE		265,000	0	0
DENTSPLY INTERNATIONAL INC	COM	24903010	12,155	280,000	SH		SOLE		280,000	0	0
DEVON ENERGY CORPORATION	COM	25179M10	59,782	1,035,000	SH		SOLE		1,035,000	0	0
DIAMOND FOODS INC	COM	25260310	6,602	280,000	SH		SOLE		280,000	0	0
DIAMOND OFFSHORE DRILLING	COM	25271C10	4,923	79,000	SH		SOLE		79,000	0	0
DICK S SPORTING GOODS INC	COM	25339310	3,016	56,500	SH		SOLE		56,500	0	0
DIGI INTERNATIONAL INC	COM	25379810	3,003	300,000	SH		SOLE		300,000	0	0
DIGITAL REALTY TRUST INC	COM	25386810	2,921	55,000	SH		SOLE		55,000	0	0
DIGITAL RIVER INC	COM	25388B10	536	30,000	SH		SOLE		30,000	0	0
DISCOVER FINANCIAL SERVICES	COM	25470910	20,797	411,500	SH		SOLE		411,500	0	0
DISCOVERY COMMUNICATIONS C	COM SER C	25470F30	10,156	130,000	SH		SOLE		130,000	0	0
DISH NETWORK CORP A	CL A	25470M10	57,613	1,280,000	SH		SOLE		1,280,000	0	0
DOLLAR GENERAL CORP	COM	25667710	8,582	152,000	SH		SOLE		152,000	0	0
DOLLAR TREE INC	COM	25674610	45,499	796,000	SH		SOLE		796,000	0	0
DOMINION RESOURCES INC/VA	COM	25746U10	26,242	420,000	SH		SOLE		420,000	0	0
DOUGLAS EMMETT INC	COM	25960P10	4,764	203,000	SH		SOLE		203,000	0	0
DOVER MOTORSPORTS INC	COM	26017410	723	300,000	SH		SOLE		300,000	0	0
DOW CHEMICAL CO/THE	COM	26054310	46,080	1,200,000	SH		SOLE		1,200,000	0	0
DREW INDUSTRIES INC	COM NEW	26168L20	22,770	500,000	SH		SOLE		500,000	0	0
DSW INC CLASS A	CL A	23334L10	1,706	20,000	SH		SOLE		20,000	0	0
DTE ENERGY COMPANY	COM	23333110	8,907	135,000	SH		SOLE		135,000	0	0
DU PONT (E.I.) DE NEMOURS	COM	26353410	29,280	500,000	SH		SOLE		500,000	0	0
DUKE ENERGY CORP	COM NEW	26441C20	39,679	594,168	SH		SOLE		594,168	0	0
DUPONT FABROS TECHNOLOGY	COM	26613Q10	7,216	280,000	SH		SOLE		280,000	0	0
E TRADE FINANCIAL CORP	COM NEW	26924640	23,100	1,400,000	SH		SOLE		1,400,000	0	0
E2OPEN INC	COM	29788A10	3,584	160,000	SH		SOLE		160,000	0	0
EAST WEST BANCORP INC	COM	27579R10	4,793	150,000	SH		SOLE		150,000	0	0
EASTMAN CHEMICAL CO	COM	27743210	9,348	120,000	SH		SOLE		120,000	0	0
EATON VANCE CORP	COM NON VTG	27826510	4,854	125,000	SH		SOLE		125,000	0	0
EBAY INC	COM	27864210	32,358	580,000	SH		SOLE		580,000	0	0
ECHOSTAR CORP A	CL A	27876810	29,880	680,000	SH		SOLE		680,000	0	0
EDISON INTERNATIONAL	COM	28102010	14,739	320,000	SH		SOLE		320,000	0	0
EDUCATION REALTY TRUST INC	COM	28140H10	1,820	200,000	SH		SOLE		200,000	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E10	5,515	79,200	SH		SOLE		79,200	0	0
ELECTRONIC ARTS INC	COM	28551210	10,220	400,000	SH		SOLE		400,000	0	0
ELI LILLY + CO	COM	53245710	121,924	2,422,496	SH		SOLE		2,422,496	0	0
ELIZABETH ARDEN INC	COM	28660G10	1,846	50,000	SH		SOLE		50,000	0	0
EMAGIN CORPORATION	COM NEW	29076N20	391	130,000	SH		SOLE		130,000	0	0
EMC CORP/MA	COM	26864810	46,008	1,800,000	SH		SOLE		1,800,000	0	0
EMERITUS CORP	COM	29100510	278	15,000	SH		SOLE		15,000	0	0
EMMIS COMMUNICATIONS CLASS A	CL A	29152510	3,712	1,380,000	SH		SOLE		1,380,000	0	0
ENANTA PHARMACEUTICALS INC	COM	29251M10	2,579	112,500	SH		SOLE		112,500	0	0
ENERGEN CORP	COM	29265N10	5,347	70,000	SH		SOLE		70,000	0	0
ENERGIZER HOLDINGS INC	COM	29266R10	48,218	529,000	SH		SOLE		529,000	0	0
ENSCO PLC CL A	SHS CLASS A	G3157S10	4,031	75,000	SH		SOLE		75,000	0	0
ENTERCOM COMMUNICATIONS CL A	CL A	29363910	13,346	1,520,000	SH		SOLE		1,520,000	0	0
ENTERGY CORP	COM	29364G10	12,259	194,000	SH		SOLE		194,000	0	0
ENTRAVISION COMMUNICATIONS A	CL A	29382R10	12,213	2,070,000	SH		SOLE		2,070,000	0	0
ENTROPIC COMMUNICATIONS INC	COM	29384R10	2,190	500,000	SH		SOLE		500,000	0	0
EOG RESOURCES INC	COM	26875P10	36,226	214,000	SH		SOLE		214,000	0	0
EPR PROPERTIES	COM SH BEN INT	26884U10	90,656	1,860,000	SH		SOLE		1,860,000	0	0
EQT CORP	COM	26884L10	10,646	120,000	SH		SOLE		120,000	0	0
EQUITY LIFESTYLE PROPERTIES	COM	29472R10	1,230	36,000	SH		SOLE		36,000	0	0
EQUITY ONE INC	COM	29475210	2,969	135,802	SH		SOLE		135,802	0	0
EQUITY RESIDENTIAL	SH BEN INT	29476L10	5,625	105,000	SH		SOLE		105,000	0	0
ESSEX PROPERTY TRUST INC	COM	29717810	13,005	88,050	SH		SOLE		88,050	0	0
ESTEE LAUDER COMPANIES CL A	CL A	51843910	46,134	660,000	SH		SOLE		660,000	0	0
EVEREST RE GROUP LTD	COM	G3223R10	28,355	195,000	SH		SOLE		195,000	0	0
EXA CORP	COM	30061450	6,196	400,000	SH		SOLE		400,000	0	0
EXELON CORP	COM	30161N10	70,771	2,387,680	SH		SOLE		2,387,680	0	0
EXPRESS INC	COM	30219E10	2,241	95,000	SH		SOLE		95,000	0	0
EXPRESS SCRIPTS HOLDING CO	COM	30219G10	51,895	840,000	SH		SOLE		840,000	0	0
EXXON MOBIL CORP	COM	30231G10	485,696	5,645,000	SH		SOLE		5,645,000	0	0
FACEBOOK INC A	CL A	30303M10	55,264	1,100,000	SH		SOLE		1,100,000	0	0
FAIRCHILD SEMICONDUCTOR INTE	COM	30372610	4,167	300,000	SH		SOLE		300,000	0	0
FAMILY DOLLAR STORES	COM	30700010	3,097	43,000	SH		SOLE		43,000	0	0
FARO TECHNOLOGIES INC	COM	31164210	3,163	75,000	SH		SOLE		75,000	0	0
FEDERAL REALTY INVS TRUST	SH BEN INT NEW	31374720	51	500	SH		SOLE		500	0	0
FEDERAL SIGNAL CORP	COM	31385510	3,861	300,000	SH		SOLE		300,000	0	0
FEDEX CORP	COM	31428X10	63,902	560,000	SH		SOLE		560,000	0	0
FELCOR LODGING TRUST INC	COM	31430F10	123	20,000	SH		SOLE		20,000	0	0
FIFTH + PACIFIC COS INC	COM	31664510	9,801	390,000	SH		SOLE		390,000	0	0
FINANCIAL ENGINES INC	COM	31748510	6,365	107,087	SH		SOLE		107,087	0	0
FINISAR CORPORATION	COM NEW	31787A50	5,658	250,000	SH		SOLE		250,000	0	0
FIRST INDUSTRIAL REALTY TR	COM	32054K10	1,383	85,000	SH		SOLE		85,000	0	0
FIRST SOLAR INC	COM	33643310	20,105	500,000	SH		SOLE		500,000	0	0
FIRSTENERGY CORP	COM	33793210	15,439	423,580	SH		SOLE		423,580	0	0
FIVE BELOW	COM	33829M10	12,251	280,000	SH		SOLE		280,000	0	0
FLOWERS FOODS INC	COM	34349810	6,512	303,750	SH		SOLE		303,750	0	0
FLUOR CORP	COM	34341210	40,625	572,500	SH		SOLE		572,500	0	0
FMC CORP	COM NEW	30249130	17,930	250,000	SH		SOLE		250,000	0	0
FMC TECHNOLOGIES INC	COM	30249U10	11,075	199,832	SH		SOLE		199,832	0	0
FOOT LOCKER INC	COM	34484910	11,811	348,000	SH		SOLE		348,000	0	0
FORD MOTOR CO	COM PAR $0.01	34537086	45,549	2,700,000	SH		SOLE		2,700,000	0	0
FOREST CITY ENTERPRISES CL A	CL A	34555010	3,542	187,000	SH		SOLE		187,000	0	0
FOREST LABORATORIES INC	COM	34583810	33,351	779,400	SH		SOLE		779,400	0	0
FOREST OIL CORP	COM PAR $0.01	34609170	4,301	705,000	SH		SOLE		705,000	0	0
FORMFACTOR INC	COM	34637510	4,459	650,000	SH		SOLE		650,000	0	0
FOSSIL GROUP INC	COM	34988V10	3,487	30,000	SH		SOLE		30,000	0	0
FOX FACTORY HOLDING CORP	COM	35138V10	39	2,000	SH		SOLE		2,000	0	0
FRANCESCAS HOLDINGS CORP	COM	35179310	1,027	55,100	SH		SOLE		55,100	0	0
FREEPORT MCMORAN COPPER W/I	COM	35671D85	81,046	2,450,000	SH		SOLE		2,450,000	0	0
G III APPAREL GROUP LTD	COM	36237H10	14,193	260,000	SH		SOLE		260,000	0	0
GAMESTOP CORP CLASS A	CL A	36467W10	35,301	711,000	SH		SOLE		711,000	0	0
GANNETT CO	COM	36473010	6,698	250,000	SH		SOLE		250,000	0	0
GAP INC/THE	COM	36476010	8,257	205,000	SH		SOLE		205,000	0	0
GARTNER INC	COM	36665110	6,000	100,000	SH		SOLE		100,000	0	0
GENERAC HOLDINGS INC	COM	36873610	23,452	550,000	SH		SOLE		550,000	0	0
GENERAL DYNAMICS CORP	COM	36955010	41,572	475,000	SH		SOLE		475,000	0	0
GENERAL ELECTRIC CO	COM	36960410	174,039	7,285,000	SH		SOLE		7,285,000	0	0
GENERAL GROWTH PROPERTIES	COM	37002310	4,838	250,825	SH		SOLE		250,825	0	0
GENERAL MILLS INC	COM	37033410	24,522	511,720	SH		SOLE		511,720	0	0
GENERAL MOTORS CO	COM	37045V10	39,567	1,100,000	SH		SOLE		1,100,000	0	0
GENESCO INC	COM	37153210	1,312	20,000	SH		SOLE		20,000	0	0
GENESEE + WYOMING INC CL A	CL A	37155910	21,383	230,000	SH		SOLE		230,000	0	0
GENUINE PARTS CO	COM	37246010	11,325	140,000	SH		SOLE		140,000	0	0
GIGAMON INC	COM	37518B10	386	10,000	SH		SOLE		10,000	0	0
GILEAD SCIENCES INC	COM	37555810	153,330	2,440,000	SH		SOLE		2,440,000	0	0
GNC HOLDINGS INC CL A	COM CL A	36191G10	6,050	110,750	SH		SOLE		110,750	0	0
GOLDMAN SACHS GROUP INC	COM	38141G10	118,103	746,500	SH		SOLE		746,500	0	0
GOODYEAR TIRE + RUBBER CO	COM	38255010	13,470	600,000	SH		SOLE		600,000	0	0
GOOGLE INC CL A	CL A	38259P50	320,583	366,000	SH		SOLE		366,000	0	0
GREAT PLAINS ENERGY INC	COM	39116410	2,220	100,000	SH		SOLE		100,000	0	0
GREATBATCH INC	COM	39153L10	4,594	135,000	SH		SOLE		135,000	0	0
GREIF INC CL B	CL B	39762420	3,302	62,000	SH		SOLE		62,000	0	0
GROUP 1 AUTOMOTIVE INC	COM	39890510	8,622	111,000	SH		SOLE		111,000	0	0
HALLIBURTON CO	COM	40621610	11,893	247,004	SH		SOLE		247,004	0	0
HANESBRANDS INC	COM	41034510	9,471	152,000	SH		SOLE		152,000	0	0
HARMONIC INC	COM	41316010	1,384	180,000	SH		SOLE		180,000	0	0
HARRIS CORP	COM	41387510	5,930	100,000	SH		SOLE		100,000	0	0
HARSCO CORP	COM	41586410	9,462	380,000	SH		SOLE		380,000	0	0
HARTFORD FINANCIAL SVCS GRP	COM	41651510	5,353	172,000	SH		SOLE		172,000	0	0
HASBRO INC	COM	41805610	10,371	220,000	SH		SOLE		220,000	0	0
HAUPPAUGE DIGITAL INC	COM	41913110	117	300,000	SH		SOLE		300,000	0	0
HAWAIIAN ELECTRIC INDS	COM	41987010	2,510	100,000	SH		SOLE		100,000	0	0
HCA HOLDINGS INC	COM	40412C10	17,100	400,000	SH		SOLE		400,000	0	0
HCP INC	COM	40414L10	9,050	221,000	SH		SOLE		221,000	0	0
HEALTH CARE REIT INC	COM	42217K10	7,454	119,500	SH		SOLE		119,500	0	0
HEALTH MGMT ASSOCIATES INC A	CL A	42193310	3,456	270,000	SH		SOLE		270,000	0	0
HEALTH NET INC	COM	42222G10	3,329	105,000	SH		SOLE		105,000	0	0
HEALTHCARE SERVICES GROUP	COM	42190610	1,288	50,000	SH		SOLE		50,000	0	0
HEARTWARE INTERNATIONAL INC	COM	42236810	1,098	15,000	SH		SOLE		15,000	0	0
HECLA MINING CO	COM	42270410	5,495	1,750,000	SH		SOLE		1,750,000	0	0
HEICO CORP CLASS A	CL A	42280620	9,793	195,312	SH		SOLE		195,312	0	0
HEIDRICK + STRUGGLES INTL	COM	42281910	1,849	97,000	SH		SOLE		97,000	0	0
HELIX ENERGY SOLUTIONS GROUP	COM	42330P10	2,537	100,000	SH		SOLE		100,000	0	0
HELMERICH + PAYNE	COM	42345210	6,523	94,600	SH		SOLE		94,600	0	0
HENRY SCHEIN INC	COM	80640710	11,926	115,000	SH		SOLE		115,000	0	0
HERSHA HOSPITALITY TRUST	SH BEN INT A	42782510	6,652	1,190,000	SH		SOLE		1,190,000	0	0
HESS CORP	COM	42809H10	23,767	307,300	SH		SOLE		307,300	0	0
HEWLETT PACKARD CO	COM	42823610	60,842	2,900,000	SH		SOLE		2,900,000	0	0
HEXCEL CORP	COM	42829110	6,790	175,000	SH		SOLE		175,000	0	0
HIBBETT SPORTS INC	COM	42856710	2,555	45,500	SH		SOLE		45,500	0	0
HILLSHIRE BRANDS CO	COM	43258910	36,925	1,201,200	SH		SOLE		1,201,200	0	0
HOLLYFRONTIER CORP	COM	43610610	46,110	1,095,000	SH		SOLE		1,095,000	0	0
HOLOGIC INC	COM	43644010	3,329	161,200	SH		SOLE		161,200	0	0
HOME DEPOT INC	COM	43707610	181,964	2,399,000	SH		SOLE		2,399,000	0	0
HONEYWELL INTERNATIONAL INC	COM	43851610	56,052	675,000	SH		SOLE		675,000	0	0
HOSPIRA INC	COM	44106010	5,926	151,100	SH		SOLE		151,100	0	0
HOWARD HUGHES CORP/THE	COM	44267D10	5,529	49,204	SH		SOLE		49,204	0	0
HUDSON PACIFIC PROPERTIES IN	COM	44409710	3,793	195,000	SH		SOLE		195,000	0	0
HUNTINGTON INGALLS INDUSTRIE	COM	44641310	13,480	200,000	SH		SOLE		200,000	0	0
HUNTSMAN CORP	COM	44701110	24,732	1,200,000	SH		SOLE		1,200,000	0	0
IDACORP INC	COM	45110710	1,936	40,000	SH		SOLE		40,000	0	0
INCYTE CORP	COM	45337C10	6,676	175,000	SH		SOLE		175,000	0	0
INFORMATICA CORP	COM	45666Q10	21,823	560,000	SH		SOLE		560,000	0	0
INGERSOLL RAND PLC	SHS	G4779110	6,494	100,000	SH		SOLE		100,000	0	0
INGREDION INC	COM	45718710	26,468	400,000	SH		SOLE		400,000	0	0
INTEGRATED DEVICE TECH INC	COM	45811810	6,123	650,000	SH		SOLE		650,000	0	0
INTEGRATED SILICON SOLUTION	COM	45812P10	325	29,870	SH		SOLE		29,870	0	0
INTEGRYS ENERGY GROUP INC	COM	45822P10	1,537	27,500	SH		SOLE		27,500	0	0
INTEL CORP	COM	45814010	64,176	2,800,000	SH		SOLE		2,800,000	0	0
INTERDIGITAL INC	COM	45867G10	1,867	50,000	SH		SOLE		50,000	0	0
INTERMUNE INC	COM	45884X10	2,920	190,000	SH		SOLE		190,000	0	0
INTERNAP NETWORK SERVICES	COM PAR $.001	45885A30	2,780	400,000	SH		SOLE		400,000	0	0
INTL BUSINESS MACHINES CORP	COM	45920010	197,217	1,065,000	SH		SOLE		1,065,000	0	0
INTL GAME TECHNOLOGY	COM	45990210	2,366	125,000	SH		SOLE		125,000	0	0
INVENSENSE INC	COM	46123D20	2,643	150,000	SH		SOLE		150,000	0	0
ION GEOPHYSICAL CORP	COM	46204410	1,430	275,000	SH		SOLE		275,000	0	0
IPG PHOTONICS CORP	COM	44980X10	16,893	300,000	SH		SOLE		300,000	0	0
IROBOT CORP	COM	46272610	753	20,000	SH		SOLE		20,000	0	0
IRON MOUNTAIN INC	COM	46284610	2,246	83,108	SH		SOLE		83,108	0	0
ISIS PHARMACEUTICALS INC	COM	46433010	2,252	60,000	SH		SOLE		60,000	0	0
IXIA	COM	45071R10	7,835	500,000	SH		SOLE		500,000	0	0
J + J SNACK FOODS CORP	COM	46603210	31,078	385,000	SH		SOLE		385,000	0	0
JARDEN CORP	COM	47110910	19,239	397,500	SH		SOLE		397,500	0	0
JDS UNIPHASE CORP	COM PAR $0.001	46612J50	4,413	300,000	SH		SOLE		300,000	0	0
JM SMUCKER CO/THE	COM NEW	83269640	7,044	67,056	SH		SOLE		67,056	0	0
JOHNSON + JOHNSON	COM	47816010	281,743	3,250,000	SH		SOLE		3,250,000	0	0
JOHNSON CONTROLS INC	COM	47836610	12,450	300,000	SH		SOLE		300,000	0	0
JONES GROUP INC/THE	COM	48020T10	7,505	500,000	SH		SOLE		500,000	0	0
JPMORGAN CHASE + CO	COM	46625H10	286,776	5,548,000	SH		SOLE		5,548,000	0	0
JUNIPER NETWORKS INC	COM	48203R10	55,608	2,800,000	SH		SOLE		2,800,000	0	0
KANSAS CITY SOUTHERN	COM NEW	48517030	77,646	710,000	SH		SOLE		710,000	0	0
KBR INC	COM	48242W10	21,216	650,000	SH		SOLE		650,000	0	0
KELLOGG CO	COM	48783610	17,913	305,000	SH		SOLE		305,000	0	0
KFORCE INC	COM	49373210	5,042	285,000	SH		SOLE		285,000	0	0
KID BRANDS INC	COM	49375T10	735	500,000	SH		SOLE		500,000	0	0
KILROY REALTY CORP	COM	49427F10	2,947	59,000	SH		SOLE		59,000	0	0
KIMBERLY CLARK CORP	COM	49436810	25,911	275,000	SH		SOLE		275,000	0	0
KIMCO REALTY CORP	COM	49446R10	8,233	408,000	SH		SOLE		408,000	0	0
KINDER MORGAN INC	COM	49456B10	50,043	1,406,887	SH		SOLE		1,406,887	0	0
KINDER MORGAN INC	*W EXP 05/25/201	49456B11	1,943	390,848	SH		SOLE		390,848	0	0
KIRBY CORP	COM	49726610	4,328	50,000	SH		SOLE		50,000	0	0
KLA TENCOR CORPORATION	COM	48248010	6,085	100,000	SH		SOLE		100,000	0	0
KOPPERS HOLDINGS INC	COM	50060P10	23,031	540,000	SH		SOLE		540,000	0	0
KORN/FERRY INTERNATIONAL	COM NEW	50064320	1,404	65,600	SH		SOLE		65,600	0	0
KRAFT FOODS GROUP INC	COM	50076Q10	31,956	609,387	SH		SOLE		609,387	0	0
KROGER CO	COM	50104410	22,227	551,000	SH		SOLE		551,000	0	0
L 3 COMMUNICATIONS HOLDINGS	COM	50242410	71,820	760,000	SH		SOLE		760,000	0	0
L BRANDS INC	COM	50179710	3,972	65,000	SH		SOLE		65,000	0	0
LA Z BOY INC	COM	50533610	3,066	135,000	SH		SOLE		135,000	0	0
LABORATORY CRP OF AMER HLDGS	COM NEW	50540R40	9,914	100,000	SH		SOLE		100,000	0	0
LAM RESEARCH CORP	COM	51280710	15,357	300,000	SH		SOLE		300,000	0	0
LAS VEGAS SANDS CORP	COM	51783410	19,527	294,000	SH		SOLE		294,000	0	0
LASALLE HOTEL PROPERTIES	COM SH BEN INT	51794210	2,230	78,204	SH		SOLE		78,204	0	0
LEAPFROG ENTERPRISES INC	CL A	52186N10	754	80,000	SH		SOLE		80,000	0	0
LEGG MASON INC	COM	52490110	46,147	1,380,000	SH		SOLE		1,380,000	0	0
LENNAR CORP B SHS	CL B	52605730	1,433	50,000	SH		SOLE		50,000	0	0
LENNAR CORP A	CL A	52605710	7,505	212,000	SH		SOLE		212,000	0	0
LIFEPOINT HOSPITALS INC	COM	53219L10	12,644	271,164	SH		SOLE		271,164	0	0
LIGAND PHARMACEUTICALS CL B	COM NEW	53220K50	1,399	32,331	SH		SOLE		32,331	0	0
LIMELIGHT NETWORKS INC	COM	53261M10	540	280,000	SH		SOLE		280,000	0	0
LIMONEIRA CO	COM	53274610	4,751	185,000	SH		SOLE		185,000	0	0
LINCOLN NATIONAL CORP	COM	53418710	64,581	1,538,000	SH		SOLE		1,538,000	0	0
LINKEDIN CORP A	COM CL A	53578A10	24,606	100,000	SH		SOLE		100,000	0	0
LIONS GATE ENTERTAINMENT COR	COM NEW	53591920	17,876	510,000	SH		SOLE		510,000	0	0
LIPOSCIENCE INC	COM	53630M10	225	45,000	SH		SOLE		45,000	0	0
LIVEPERSON INC	COM	53814610	4,909	520,000	SH		SOLE		520,000	0	0
LMI AEROSPACE INC	COM	50207910	6,947	520,000	SH		SOLE		520,000	0	0
LOCKHEED MARTIN CORP	COM	53983010	25,510	200,000	SH		SOLE		200,000	0	0
LOJACK CORPORATION	COM	53945110	1,472	460,000	SH		SOLE		460,000	0	0
LONE PINE RESOURCES INC	COM	54222A10	1	200,000	SH		SOLE		200,000	0	0
LORILLARD INC	COM	54414710	35,824	800,000	SH		SOLE		800,000	0	0
LOUISIANA PACIFIC CORP	COM	54634710	12,313	700,000	SH		SOLE		700,000	0	0
LOWE S COS INC	COM	54866110	44,753	940,000	SH		SOLE		940,000	0	0
LSI CORP	COM	50216110	5,865	750,000	SH		SOLE		750,000	0	0
LULULEMON ATHLETICA INC	COM	55002110	1,462	20,000	SH		SOLE		20,000	0	0
LYONDELLBASELL INDU CL A	SHS - A -	N5374510	54,923	750,000	SH		SOLE		750,000	0	0
MACERICH CO/THE	COM	55438210	564	10,000	SH		SOLE		10,000	0	0
MACQUARIE INFRASTRUCTURE CO	MEMBERSHIP INT	55608B10	1,365	25,500	SH		SOLE		25,500	0	0
MACY S INC	COM	55616P10	16,659	385,000	SH		SOLE		385,000	0	0
MANPOWERGROUP INC	COM	56418H10	3,637	50,000	SH		SOLE		50,000	0	0
MARATHON OIL CORP	COM	56584910	14,358	411,644	SH		SOLE		411,644	0	0
MARATHON PETROLEUM CORP	COM	56585A10	41,165	640,000	SH		SOLE		640,000	0	0
MARIN SOFTWARE INC	COM	56804T10	502	40,000	SH		SOLE		40,000	0	0
MARRIOTT INTERNATIONAL CL A	CL A	57190320	10,166	241,705	SH		SOLE		241,705	0	0
MARSH + MCLENNAN COS	COM	57174810	14,851	341,000	SH		SOLE		341,000	0	0
MARTIN MARIETTA MATERIALS	COM	57328410	24,543	250,000	SH		SOLE		250,000	0	0
MASTEC INC	COM	57632310	36,360	1,200,000	SH		SOLE		1,200,000	0	0
MASTERCARD INC CLASS A	CL A	57636Q10	50,459	75,000	SH		SOLE		75,000	0	0
MATTEL INC	COM	57708110	28,046	670,000	SH		SOLE		670,000	0	0
MATTRESS FIRM HOLDING CORP	COM	57722W10	636	20,000	SH		SOLE		20,000	0	0
MCCORMICK + CO NON VTG SHRS	COM NON VTG	57978020	15,852	245,000	SH		SOLE		245,000	0	0
MCDERMOTT INTL INC	COM	58003710	43,094	5,800,000	SH		SOLE		5,800,000	0	0
MCDONALD S CORP	COM	58013510	73,111	759,913	SH		SOLE		759,913	0	0
MCKESSON CORP	COM	58155Q10	77,140	601,250	SH		SOLE		601,250	0	0
MDC HOLDINGS INC	COM	55267610	1,501	50,000	SH		SOLE		50,000	0	0
MDU RESOURCES GROUP INC	COM	55269010	2,797	100,000	SH		SOLE		100,000	0	0
MEAD JOHNSON NUTRITION CO	COM	58283910	11,067	149,026	SH		SOLE		149,026	0	0
MEADWESTVACO CORP	COM	58333410	5,757	150,000	SH		SOLE		150,000	0	0
MEDTRONIC INC	COM	58505510	43,133	810,000	SH		SOLE		810,000	0	0
MENTOR GRAPHICS CORP	COM	58720010	6,076	260,000	SH		SOLE		260,000	0	0
MERCANTILE BANK CORP	COM	58737610	1,140	52,339	SH		SOLE		52,339	0	0
MERCK + CO. INC.	COM	58933Y10	298,753	6,275,000	SH		SOLE		6,275,000	0	0
MERIDIAN BIOSCIENCE INC	COM	58958410	1,183	50,000	SH		SOLE		50,000	0	0
METLIFE INC	COM	59156R10	112,222	2,390,248	SH		SOLE		2,390,248	0	0
MICHAEL BAKER CORP	COM	05714910	17,807	440,000	SH		SOLE		440,000	0	0
MICROCHIP TECHNOLOGY INC	COM	59501710	12,087	300,000	SH		SOLE		300,000	0	0
MICRON TECHNOLOGY INC	COM	59511210	24,458	1,400,000	SH		SOLE		1,400,000	0	0
MICROSEMI CORP	COM	59513710	4,850	200,000	SH		SOLE		200,000	0	0
MICROSOFT CORP	COM	59491810	376,403	11,300,000	SH		SOLE		11,300,000	0	0
MICROSTRATEGY INC CL A	CL A NEW	59497240	3,632	35,000	SH		SOLE		35,000	0	0
MID AMERICA APARTMENT COMM	COM	59522J10	3,778	60,450	SH		SOLE		60,450	0	0
MIDDLESEX WATER CO	COM	59668010	3,642	170,268	SH		SOLE		170,268	0	0
MINE SAFETY APPLIANCES CO	COM	60272010	8,774	170,000	SH		SOLE		170,000	0	0
MOHAWK INDUSTRIES INC	COM	60819010	3,126	24,000	SH		SOLE		24,000	0	0
MOLEX INC CL A	CL A	60855420	3,828	100,000	SH		SOLE		100,000	0	0
MOLSON COORS BREWING CO B	CL B	60871R20	11,029	220,000	SH		SOLE		220,000	0	0
MOLYCORP INC	COM	60875310	656	100,000	SH		SOLE		100,000	0	0
MONDELEZ INTERNATIONAL INC	CL A	60920710	57,598	1,833,163	SH		SOLE		1,833,163	0	0
MONEYGRAM INTERNATIONAL INC	COM NEW	60935Y20	979	50,000	SH		SOLE		50,000	0	0
MONRO MUFFLER BRAKE INC	COM	61023610	465	10,000	SH		SOLE		10,000	0	0
MONSANTO CO	COM	61166W10	100,195	960,000	SH		SOLE		960,000	0	0
MONSTER BEVERAGE CORP	COM	61174010	33,440	640,000	SH		SOLE		640,000	0	0
MORGAN STANLEY	COM NEW	61744644	55,248	2,050,000	SH		SOLE		2,050,000	0	0
MOSAIC CO/THE	COM	61945C10	80,663	1,875,000	SH		SOLE		1,875,000	0	0
MOVADO GROUP INC	COM	62458010	875	20,000	SH		SOLE		20,000	0	0
MOVE INC	COM NEW	62458M20	9,153	540,000	SH		SOLE		540,000	0	0
MSC INDUSTRIAL DIRECT CO A	CL A	55353010	4,068	50,000	SH		SOLE		50,000	0	0
MSCI INC	COM	55354G10	2,013	50,000	SH		SOLE		50,000	0	0
MURPHY OIL CORP	COM	62671710	10,978	182,000	SH		SOLE		182,000	0	0
MURPHY USA INC	COM	62675510	1,838	45,500	SH		SOLE		45,500	0	0
MWI VETERINARY SUPPLY INC	COM	55402X10	4,481	30,000	SH		SOLE		30,000	0	0
MYLAN INC	COM	62853010	14,629	383,255	SH		SOLE		383,255	0	0
NABORS INDUSTRIES LTD	SHS	G6359F10	9,074	565,000	SH		SOLE		565,000	0	0
NATIONAL CINEMEDIA INC	COM	63530910	14,522	770,000	SH		SOLE		770,000	0	0
NATIONAL FUEL GAS CO	COM	63618010	7,048	102,500	SH		SOLE		102,500	0	0
NATIONAL OILWELL VARCO INC	COM	63707110	24,995	320,000	SH		SOLE		320,000	0	0
NATIONAL RETAIL PROPERTIES	COM	63741710	1,352	42,500	SH		SOLE		42,500	0	0
NAVISTAR INTERNATIONAL CORP	COM	63934E10	37,210	1,020,000	SH		SOLE		1,020,000	0	0
NEKTAR THERAPEUTICS	COM	64026810	1,097	105,000	SH		SOLE		105,000	0	0
NETAPP INC	COM	64110D10	31,965	750,000	SH		SOLE		750,000	0	0
NEW JERSEY RESOURCES CORP	COM	64602510	1,982	45,000	SH		SOLE		45,000	0	0
NEW YORK COMMUNITY BANCORP	COM	64944510	4,478	296,331	SH		SOLE		296,331	0	0
NEWELL RUBBERMAID INC	COM	65122910	22,000	800,000	SH		SOLE		800,000	0	0
NEWFIELD EXPLORATION CO	COM	65129010	14,287	522,000	SH		SOLE		522,000	0	0
NEWMONT MINING CORP	COM	65163910	4,215	150,000	SH		SOLE		150,000	0	0
NEWPARK RESOURCES INC	COM PAR $.01NEW	65171850	14,432	1,140,000	SH		SOLE		1,140,000	0	0
NEWS CORP CLASS A	CL A	65249B10	3,614	225,000	SH		SOLE		225,000	0	0
NEXTERA ENERGY INC	COM	65339F10	66,533	830,000	SH		SOLE		830,000	0	0
NIC INC	COM	62914B10	11,555	500,000	SH		SOLE		500,000	0	0
NIKE INC CL B	CL B	65410610	32,470	447,000	SH		SOLE		447,000	0	0
NISOURCE INC	COM	65473P10	8,217	266,000	SH		SOLE		266,000	0	0
NOBLE CORP	NAMEN -AKT	H5833N10	1,889	50,000	SH		SOLE		50,000	0	0
NOBLE ENERGY INC	COM	65504410	18,964	283,000	SH		SOLE		283,000	0	0
NORDSTROM INC	COM	65566410	9,554	170,000	SH		SOLE		170,000	0	0
NORFOLK SOUTHERN CORP	COM	65584410	57,820	747,500	SH		SOLE		747,500	0	0
NORTHEAST UTILITIES	COM	66439710	5,177	125,500	SH		SOLE		125,500	0	0
NORTHERN TRUST CORP	COM	66585910	11,041	203,000	SH		SOLE		203,000	0	0
NORTHSTAR REALTY FINANCE COR	COM	66704R10	2,906	313,128	SH		SOLE		313,128	0	0
NOVATEL WIRELESS INC	COM NEW	66987M60	52	20,000	SH		SOLE		20,000	0	0
NRG ENERGY INC	COM NEW	62937750	9,566	350,000	SH		SOLE		350,000	0	0
NTN BUZZTIME INC	COM NEW	62941030	173	500,000	SH		SOLE		500,000	0	0
NUANCE COMMUNICATIONS INC	COM	67020Y10	11,217	600,000	SH		SOLE		600,000	0	0
NUVERRA ENVIRONMENTAL SOLUTI	COM	67091K10	6,641	2,900,000	SH		SOLE		2,900,000	0	0
NV ENERGY INC	COM	67073Y10	4,250	180,000	SH		SOLE		180,000	0	0
NVE CORP	COM NEW	62944520	1,021	20,000	SH		SOLE		20,000	0	0
NVIDIA CORP	COM	67066G10	11,670	750,000	SH		SOLE		750,000	0	0
NVR INC	COM	62944T10	29,414	32,000	SH		SOLE		32,000	0	0
NXSTAGE MEDICAL INC	COM	67072V10	1,009	76,700	SH		SOLE		76,700	0	0
O REILLY AUTOMOTIVE INC	COM	67103H10	3,828	30,000	SH		SOLE		30,000	0	0
OCCIDENTAL PETROLEUM CORP	COM	67459910	51,915	555,000	SH		SOLE		555,000	0	0
OCEANEERING INTL INC	COM	67523210	8,611	106,000	SH		SOLE		106,000	0	0
OCLARO INC	COM NEW	67555N20	443	250,000	SH		SOLE		250,000	0	0
OFFICEMAX INC	COM	67622P10	895	70,000	SH		SOLE		70,000	0	0
OGE ENERGY CORP	COM	67083710	1,805	50,000	SH		SOLE		50,000	0	0
OLD DOMINION FREIGHT LINE	COM	67958010	920	20,000	SH		SOLE		20,000	0	0
OMNICARE INC	COM	68190410	4,163	75,000	SH		SOLE		75,000	0	0
OMNICOM GROUP	COM	68191910	6,344	100,000	SH		SOLE		100,000	0	0
ON SEMICONDUCTOR CORPORATION	COM	68218910	1,825	250,000	SH		SOLE		250,000	0	0
ONEOK INC	COM	68268010	47,615	893,000	SH		SOLE		893,000	0	0
ORACLE CORP	COM	68389X10	104,486	3,150,000	SH		SOLE		3,150,000	0	0
ORMAT TECHNOLOGIES INC	COM	68668810	3,748	140,000	SH		SOLE		140,000	0	0
OSI SYSTEMS INC	COM	67104410	7,447	100,000	SH		SOLE		100,000	0	0
OUTERWALL INC	COM	69007010	9,498	190,000	SH		SOLE		190,000	0	0
OXFORD INDUSTRIES INC	COM	69149730	2,855	42,000	SH		SOLE		42,000	0	0
P G + E CORP	COM	69331C10	16,900	413,000	SH		SOLE		413,000	0	0
PACER INTERNATIONAL INC	COM	69373H10	7,119	1,150,000	SH		SOLE		1,150,000	0	0
PALO ALTO NETWORKS INC	COM	69743510	4,582	100,000	SH		SOLE		100,000	0	0
PANTRY INC	COM	69865710	1,330	120,000	SH		SOLE		120,000	0	0
PARKE BANCORP INC	COM	70088510	918	103,856	SH		SOLE		103,856	0	0
PATTERSON UTI ENERGY INC	COM	70348110	2,587	121,000	SH		SOLE		121,000	0	0
PCM INC	COM	69323K10	1,721	185,000	SH		SOLE		185,000	0	0
PDL BIOPHARMA INC	COM	69329Y10	1,953	245,000	SH		SOLE		245,000	0	0
PEABODY ENERGY CORP	COM	70454910	29,584	1,715,000	SH		SOLE		1,715,000	0	0
PEBBLEBROOK HOTEL TRUST	COM	70509V10	13,865	482,934	SH		SOLE		482,934	0	0
PENN NATIONAL GAMING INC	COM	70756910	1,107	20,000	SH		SOLE		20,000	0	0
PENN VIRGINIA CORP	COM	70788210	4,456	670,000	SH		SOLE		670,000	0	0
PENNYMAC MORTGAGE INVESTMENT	COM	70931T10	907	40,000	SH		SOLE		40,000	0	0
PENSKE AUTOMOTIVE GROUP INC	COM	70959W10	7,136	167,000	SH		SOLE		167,000	0	0
PEPCO HOLDINGS INC	COM	71329110	4,984	270,000	SH		SOLE		270,000	0	0
PEPSICO INC	COM	71344810	129,951	1,634,600	SH		SOLE		1,634,600	0	0
PERKINELMER INC	COM	71404610	3,775	100,000	SH		SOLE		100,000	0	0
PERRIGO CO	COM	71429010	56,755	460,000	SH		SOLE		460,000	0	0
PETSMART INC	COM	71676810	31,648	415,000	SH		SOLE		415,000	0	0
PFIZER INC	COM	71708110	280,299	9,763,113	SH		SOLE		9,763,113	0	0
PHARMACYCLICS INC	COM	71693310	5,537	40,000	SH		SOLE		40,000	0	0
PHARMERICA CORP	COM	71714F10	199	15,000	SH		SOLE		15,000	0	0
PHILIP MORRIS INTERNATIONAL	COM	71817210	231,282	2,671,000	SH		SOLE		2,671,000	0	0
PHILLIPS 66	COM	71854610	60,711	1,050,000	SH		SOLE		1,050,000	0	0
PHOTRONICS INC	COM	71940510	1,958	250,000	SH		SOLE		250,000	0	0
PIEDMONT NATURAL GAS CO	COM	72018610	1,151	35,000	SH		SOLE		35,000	0	0
PIER 1 IMPORTS INC	COM	72027910	8,052	412,500	SH		SOLE		412,500	0	0
PINNACLE WEST CAPITAL	COM	72348410	5,200	95,000	SH		SOLE		95,000	0	0
PIONEER NATURAL RESOURCES CO	COM	72378710	19,824	105,000	SH		SOLE		105,000	0	0
PLX TECHNOLOGY INC	COM	69341710	13,244	2,200,000	SH		SOLE		2,200,000	0	0
PLY GEM HOLDINGS INC	COM	72941W10	2,586	185,000	SH		SOLE		185,000	0	0
PNC FINANCIAL SERVICES GROUP	COM	69347510	88,101	1,216,031	SH		SOLE		1,216,031	0	0
PNM RESOURCES INC	COM	69349H10	1,810	80,000	SH		SOLE		80,000	0	0
POTLATCH CORP	COM	73763010	9,920	250,000	SH		SOLE		250,000	0	0
POWER SOLUTIONS INTERNATIONA	COM NEW	73933G20	5,321	90,000	SH		SOLE		90,000	0	0
PPG INDUSTRIES INC	COM	69350610	15,035	90,000	SH		SOLE		90,000	0	0
PPL CORPORATION	COM	69351T10	52,451	1,726,500	SH		SOLE		1,726,500	0	0
PRAXAIR INC	COM	74005P10	99,546	828,100	SH		SOLE		828,100	0	0
PRECISION CASTPARTS CORP	COM	74018910	124,982	550,000	SH		SOLE		550,000	0	0
PRIMERICA INC	COM	74164M10	21,784	540,000	SH		SOLE		540,000	0	0
PROCTER + GAMBLE CO/THE	COM	74271810	258,136	3,414,945	SH		SOLE		3,414,945	0	0
PROGRESSIVE CORP	COM	74331510	8,169	300,000	SH		SOLE		300,000	0	0
PROLOGIS INC	COM	74340W10	15,989	425,000	SH		SOLE		425,000	0	0
PROS HOLDINGS INC	COM	74346Y10	29,746	870,000	SH		SOLE		870,000	0	0
PROVIDENT FINANCIAL SERVICES	COM	74386T10	2,918	180,000	SH		SOLE		180,000	0	0
PRUDENTIAL FINANCIAL INC	COM	74432010	129,291	1,658,000	SH		SOLE		1,658,000	0	0
PTC INC	COM	69370C10	51,174	1,800,000	SH		SOLE		1,800,000	0	0
PUBLIC SERVICE ENTERPRISE GP	COM	74457310	13,172	400,000	SH		SOLE		400,000	0	0
PUBLIC STORAGE	COM	74460D10	9,232	57,500	SH		SOLE		57,500	0	0
PVH CORP	COM	69365610	10,029	84,500	SH		SOLE		84,500	0	0
QEP RESOURCES INC	COM	74733V10	4,846	175,000	SH		SOLE		175,000	0	0
QUALCOMM INC	COM	74752510	123,942	1,840,000	SH		SOLE		1,840,000	0	0
QUANTA SERVICES INC	COM	74762E10	63,273	2,300,000	SH		SOLE		2,300,000	0	0
QUEST DIAGNOSTICS INC	COM	74834L10	37,074	600,000	SH		SOLE		600,000	0	0
QUESTAR CORP	COM	74835610	4,498	200,000	SH		SOLE		200,000	0	0
RACKSPACE HOSTING INC	COM	75008610	23,742	450,000	SH		SOLE		450,000	0	0
RALPH LAUREN CORP	CL A	75121210	3,871	23,500	SH		SOLE		23,500	0	0
RANGE RESOURCES CORP	COM	75281A10	11,384	150,000	SH		SOLE		150,000	0	0
RAYMOND JAMES FINANCIAL INC	COM	75473010	31,253	750,000	SH		SOLE		750,000	0	0
RAYTHEON COMPANY	COM NEW	75511150	26,975	350,000	SH		SOLE		350,000	0	0
REALNETWORKS INC	COM NEW	75605L70	321	37,500	SH		SOLE		37,500	0	0
RED HAT INC	COM	75657710	9,228	200,000	SH		SOLE		200,000	0	0
REDWOOD TRUST INC	COM	75807540	4,430	225,000	SH		SOLE		225,000	0	0
REGAL ENTERTAINMENT GROUP A	CL A	75876610	5,884	310,000	SH		SOLE		310,000	0	0
REGIONS FINANCIAL CORP	COM	7591EP10	35,188	3,800,000	SH		SOLE		3,800,000	0	0
REINSURANCE GROUP OF AMERICA	COM NEW	75935160	5,377	80,272	SH		SOLE		80,272	0	0
REPUBLIC SERVICES INC	COM	76075910	60,048	1,800,000	SH		SOLE		1,800,000	0	0
RESMED INC	COM	76115210	1,648	31,200	SH		SOLE		31,200	0	0
RESOURCE AMERICA INC CL A	CL A	76119520	803	100,000	SH		SOLE		100,000	0	0
REXFORD INDUSTRIAL REALTY IN	COM	76169C10	1,689	125,000	SH		SOLE		125,000	0	0
REXNORD CORP	COM	76169B10	14,768	710,000	SH		SOLE		710,000	0	0
REYNOLDS AMERICAN INC	COM	76171310	62,341	1,278,000	SH		SOLE		1,278,000	0	0
RIGNET INC	COM	76658210	7,244	200,000	SH		SOLE		200,000	0	0
RIVERBED TECHNOLOGY INC	COM	76857310	17,508	1,200,000	SH		SOLE		1,200,000	0	0
ROBERT HALF INTL INC	COM	77032310	10,616	272,000	SH		SOLE		272,000	0	0
ROCK TENN COMPANY CL A	CL A	77273920	41,521	410,000	SH		SOLE		410,000	0	0
ROCKWOOD HOLDINGS INC	COM	77441510	6,021	90,000	SH		SOLE		90,000	0	0
ROCKY MOUNTAIN CHOC FACT INC	COM PAR $0.03	77467840	1,089	90,000	SH		SOLE		90,000	0	0
ROSS STORES INC	COM	77829610	10,629	146,000	SH		SOLE		146,000	0	0
ROVI CORP	COM	77937610	3,067	160,000	SH		SOLE		160,000	0	0
ROWAN COMPANIES PLC A	SHS CL A	G7665A10	4,774	130,000	SH		SOLE		130,000	0	0
RYDER SYSTEM INC	COM	78354910	1,493	25,000	SH		SOLE		25,000	0	0
SABRA HEALTH CARE REIT INC	COM	78573L10	12,886	560,000	SH		SOLE		560,000	0	0
SAFEGUARD SCIENTIFICS INC	COM NEW	78644920	3,923	250,000	SH		SOLE		250,000	0	0
SAGA COMMUNICATIONS INC CL A	CL A NEW	78659830	3,550	80,000	SH		SOLE		80,000	0	0
SAIC INC	COM	78390X10	2,048	45,000	SH		SOLE		45,000	0	0
SANDISK CORP	COM	80004C10	5,951	100,000	SH		SOLE		100,000	0	0
SAPIENT CORPORATION	COM	80306210	779	50,000	SH		SOLE		50,000	0	0
SBA COMMUNICATIONS CORP CL A	COM	78388J10	5,632	70,000	SH		SOLE		70,000	0	0
SCANA CORP	COM	80589M10	5,064	110,000	SH		SOLE		110,000	0	0
SCHWAB (CHARLES) CORP	COM	80851310	9,936	470,000	SH		SOLE		470,000	0	0
SCIQUEST INC	COM	80908T10	2,920	130,000	SH		SOLE		130,000	0	0
SEACHANGE INTERNATIONAL INC	COM	81169910	3,097	270,000	SH		SOLE		270,000	0	0
SEALED AIR CORP	COM	81211K10	31,731	1,167,000	SH		SOLE		1,167,000	0	0
SEMPRA ENERGY	COM	81685110	18,587	217,140	SH		SOLE		217,140	0	0
SI FINANCIAL GROUP INC	COM	78425V10	306	26,943	SH		SOLE		26,943	0	0
SIGNATURE BANK	COM	82669G10	1,373	15,000	SH		SOLE		15,000	0	0
SILICON IMAGE INC	COM	82705T10	1,335	250,000	SH		SOLE		250,000	0	0
SIMON PROPERTY GROUP INC	COM	82880610	48,016	323,927	SH		SOLE		323,927	0	0
SINCLAIR BROADCAST GROUP A	CL A	82922610	4,022	120,000	SH		SOLE		120,000	0	0
SKECHERS USA INC CL A	CL A	83056610	2,800	90,000	SH		SOLE		90,000	0	0
SL GREEN REALTY CORP	COM	78440X10	6,930	78,000	SH		SOLE		78,000	0	0
SM ENERGY CO	COM	78454L10	2,316	30,000	SH		SOLE		30,000	0	0
SNYDERS LANCE INC	COM	83355110	3,174	110,000	SH		SOLE		110,000	0	0
SONIC AUTOMOTIVE INC CLASS A	CL A	83545G10	5,307	223,000	SH		SOLE		223,000	0	0
SONUS NETWORKS INC	COM	83591610	1,014	300,000	SH		SOLE		300,000	0	0
SOUTH JERSEY INDUSTRIES	COM	83851810	2,050	35,000	SH		SOLE		35,000	0	0
SOUTHERN CO/THE	COM	84258710	28,455	691,000	SH		SOLE		691,000	0	0
SOUTHWEST AIRLINES CO	COM	84474110	52,416	3,600,000	SH		SOLE		3,600,000	0	0
SOUTHWEST GAS CORP	COM	84489510	1,750	35,000	SH		SOLE		35,000	0	0
SOUTHWESTERN ENERGY CO	COM	84546710	12,369	340,000	SH		SOLE		340,000	0	0
SOVRAN SELF STORAGE INC	COM	84610H10	2,989	39,500	SH		SOLE		39,500	0	0
SPDR S+P 500 ETF TRUST	PUT	78462F95	1,850	500,000	SH		SOLE		500,000	0	0
SPECTRA ENERGY CORP	COM	84756010	22,250	650,000	SH		SOLE		650,000	0	0
SPIRIT AEROSYSTEMS HOLD CL A	COM CL A	84857410	20,604	850,000	SH		SOLE		850,000	0	0
SPLUNK INC	COM	84863710	7,205	120,000	SH		SOLE		120,000	0	0
SPRINT CORP	COM SER 1	85207U10	20,493	3,300,000	SH		SOLE		3,300,000	0	0
ST JUDE MEDICAL INC	COM	79084910	36,475	680,000	SH		SOLE		680,000	0	0
STAG INDUSTRIAL INC	COM	85254J10	3,622	180,000	SH		SOLE		180,000	0	0
STAGE STORES INC	COM NEW	85254C30	1,056	55,000	SH		SOLE		55,000	0	0
STANLEY BLACK + DECKER INC	COM	85450210	28,982	320,000	SH		SOLE		320,000	0	0
STARWOOD HOTELS + RESORTS	COM	85590A40	7,310	110,000	SH		SOLE		110,000	0	0
STARWOOD PROPERTY TRUST INC	COM	85571B10	21,297	888,500	SH		SOLE		888,500	0	0
STATE STREET CORP	COM	85747710	23,670	360,000	SH		SOLE		360,000	0	0
STEELCASE INC CL A	CL A	85815520	4,072	245,000	SH		SOLE		245,000	0	0
STERICYCLE INC	COM	85891210	4,616	40,000	SH		SOLE		40,000	0	0
STEVEN MADDEN LTD	COM	55626910	14,992	278,500	SH		SOLE		278,500	0	0
STIFEL FINANCIAL CORP	COM	86063010	23,083	560,000	SH		SOLE		560,000	0	0
STRATEGIC HOTELS + RESORTS I	COM	86272T10	2,691	310,000	SH		SOLE		310,000	0	0
STRYKER CORP	COM	86366710	3,042	45,000	SH		SOLE		45,000	0	0
SUMMER INFANT INC	COM	86564610	1,108	400,000	SH		SOLE		400,000	0	0
SUN BANCORP INC NJ	COM	86663B10	127	33,075	SH		SOLE		33,075	0	0
SUN COMMUNITIES INC	COM	86667410	8,950	210,000	SH		SOLE		210,000	0	0
SUNCOKE ENERGY INC	COM	86722A10	680	40,000	SH		SOLE		40,000	0	0
SUNEDISON INC	COM	86732Y10	797	100,000	SH		SOLE		100,000	0	0
SUPERIOR ENERGY SERVICES INC	COM	86815710	1,878	75,000	SH		SOLE		75,000	0	0
SVB FINANCIAL GROUP	COM	78486Q10	8,205	95,000	SH		SOLE		95,000	0	0
SYMANTEC CORP	COM	87150310	14,850	600,000	SH		SOLE		600,000	0	0
SYNAPTICS INC	COM	87157D10	4,428	100,000	SH		SOLE		100,000	0	0
SYNOPSYS INC	COM	87160710	10,556	280,000	SH		SOLE		280,000	0	0
SYSCO CORP	COM	87182910	10,822	340,000	SH		SOLE		340,000	0	0
T ROWE PRICE GROUP INC	COM	74144T10	21,579	300,000	SH		SOLE		300,000	0	0
TAL INTERNATIONAL GROUP INC	COM	87408310	42,057	900,000	SH		SOLE		900,000	0	0
TANGER FACTORY OUTLET CENTER	COM	87546510	3,330	102,000	SH		SOLE		102,000	0	0
TARGET CORP	COM	87612E10	28,463	444,880	SH		SOLE		444,880	0	0
TAUBMAN CENTERS INC	COM	87666410	3,668	54,500	SH		SOLE		54,500	0	0
TAYLOR MORRISON HOME CORP A	CL A	87724P10	26,727	1,180,000	SH		SOLE		1,180,000	0	0
TE CONNECTIVITY LTD	REG SHS	H8498910	32,104	620,000	SH		SOLE		620,000	0	0
TECO ENERGY INC	COM	87237510	3,986	241,000	SH		SOLE		241,000	0	0
TELEDYNE TECHNOLOGIES INC	COM	87936010	2,123	25,000	SH		SOLE		25,000	0	0
TEMPUR SEALY INTERNATIONAL I	COM	88023U10	967	22,000	SH		SOLE		22,000	0	0
TENET HEALTHCARE CORP	COM NEW	88033G40	55,504	1,347,500	SH		SOLE		1,347,500	0	0
TERADATA CORP	COM	88076W10	13,860	250,000	SH		SOLE		250,000	0	0
TERADYNE INC	COM	88077010	5,369	325,000	SH		SOLE		325,000	0	0
TEXAS INDUSTRIES INC	COM	88249110	1,326	20,000	SH		SOLE		20,000	0	0
TEXAS INSTRUMENTS INC	COM	88250810	30,203	750,000	SH		SOLE		750,000	0	0
THERAVANCE INC	COM	88338T10	17,955	439,108	SH		SOLE		439,108	0	0
THERMO FISHER SCIENTIFIC INC	COM	88355610	10,210	110,800	SH		SOLE		110,800	0	0
THOR INDUSTRIES INC	COM	88516010	4,353	75,000	SH		SOLE		75,000	0	0
TIBCO SOFTWARE INC	COM	88632Q10	2,559	100,000	SH		SOLE		100,000	0	0
TIFFANY + CO	COM	88654710	6,436	84,000	SH		SOLE		84,000	0	0
TIME WARNER CABLE	COM	88732J20	62,496	560,000	SH		SOLE		560,000	0	0
TIME WARNER INC	COM NEW	88731730	89,502	1,360,000	SH		SOLE		1,360,000	0	0
TITAN INTERNATIONAL INC	COM	88830M10	15,811	1,080,000	SH		SOLE		1,080,000	0	0
TITAN MACHINERY INC	COM	88830R10	9,803	610,000	SH		SOLE		610,000	0	0
TIVO INC	COM	88870610	4,478	360,000	SH		SOLE		360,000	0	0
TJX COMPANIES INC	COM	87254010	35,808	635,000	SH		SOLE		635,000	0	0
TOLL BROTHERS INC	COM	88947810	49,196	1,517,000	SH		SOLE		1,517,000	0	0
TOOTSIE ROLL INDS	COM	89051610	2,653	86,088	SH		SOLE		86,088	0	0
TRACTOR SUPPLY COMPANY	COM	89235610	9,565	142,400	SH		SOLE		142,400	0	0
TRANSDIGM GROUP INC	COM	89364110	73,511	530,000	SH		SOLE		530,000	0	0
TRAVELERS COS INC/THE	COM	89417E10	40,316	475,595	SH		SOLE		475,595	0	0
TREX COMPANY INC	COM	89531P10	40,615	820,000	SH		SOLE		820,000	0	0
TRI POINTE HOMES INC	COM	87265H10	440	30,000	SH		SOLE		30,000	0	0
TRIQUINT SEMICONDUCTOR INC	COM	89674K10	1,626	200,000	SH		SOLE		200,000	0	0
TRIUMPH GROUP INC	COM	89681810	77,944	1,110,000	SH		SOLE		1,110,000	0	0
TRW AUTOMOTIVE HOLDINGS CORP	COM	87264S10	23,176	325,000	SH		SOLE		325,000	0	0
TUMI HOLDINGS INC	COM	89969Q10	504	25,000	SH		SOLE		25,000	0	0
TUPPERWARE BRANDS CORP	COM	89989610	10,364	120,000	SH		SOLE		120,000	0	0
TWENTY FIRST CENTURY FOX A	CL A	90130A10	20,100	600,000	SH		SOLE		600,000	0	0
TYCO INTERNATIONAL LTD	SHS	H8912810	40,227	1,150,000	SH		SOLE		1,150,000	0	0
TYSON FOODS INC CL A	CL A	90249410	25,452	900,000	SH		SOLE		900,000	0	0
UCP INC CL A	CL A	90265Y10	2,226	150,000	SH		SOLE		150,000	0	0
ULTA SALON COSMETICS + FRAGR	COM	90384S30	12,543	105,000	SH		SOLE		105,000	0	0
ULTRA CLEAN HOLDINGS INC	COM	90385V10	1,728	250,000	SH		SOLE		250,000	0	0
UMH PROPERTIES INC	COM	90300210	1,638	165,000	SH		SOLE		165,000	0	0
UNDER ARMOUR INC CLASS A	CL A	90431110	50,848	640,000	SH		SOLE		640,000	0	0
UNION PACIFIC CORP	COM	90781810	46,602	300,000	SH		SOLE		300,000	0	0
UNITED NATURAL FOODS INC	COM	91116310	41,676	620,000	SH		SOLE		620,000	0	0
UNITED ONLINE INC	COM	91126810	10,374	1,300,000	SH		SOLE		1,300,000	0	0
UNITED PARCEL SERVICE CL B	CL B	91131210	45,685	500,000	SH		SOLE		500,000	0	0
UNITED RENTALS INC	COM	91136310	84,346	1,447,000	SH		SOLE		1,447,000	0	0
UNITED STATES STEEL CORP	COM	91290910	31,915	1,550,000	SH		SOLE		1,550,000	0	0
UNITED TECHNOLOGIES CORP	COM	91301710	67,388	625,000	SH		SOLE		625,000	0	0
UNITED TECHNOLOGIES CORP	UNIT 99/99/9999	91301711	5,183	80,000	SH		SOLE		80,000	0	0
UNITED THERAPEUTICS CORP	COM	91307C10	1,577	20,000	SH		SOLE		20,000	0	0
UNITEDHEALTH GROUP INC	COM	91324P10	44,415	620,228	SH		SOLE		620,228	0	0
UNIVERSAL DISPLAY CORP	COM	91347P10	8,808	275,000	SH		SOLE		275,000	0	0
UNIVERSAL HEALTH SERVICES B	CL B	91390310	17,623	235,000	SH		SOLE		235,000	0	0
URBAN OUTFITTERS INC	COM	91704710	3,835	104,300	SH		SOLE		104,300	0	0
URS CORP	COM	90323610	18,544	345,000	SH		SOLE		345,000	0	0
US AIRWAYS GROUP INC	COM	90341W10	45,504	2,400,000	SH		SOLE		2,400,000	0	0
US BANCORP	COM NEW	90297330	48,091	1,314,671	SH		SOLE		1,314,671	0	0
VAIL RESORTS INC	COM	91879Q10	2,081	30,000	SH		SOLE		30,000	0	0
VALASSIS COMMUNICATIONS INC	COM	91886610	3,177	110,000	SH		SOLE		110,000	0	0
VALERO ENERGY CORP	COM	91913Y10	18,783	550,000	SH		SOLE		550,000	0	0
VALUECLICK INC	COM	92046N10	9,800	470,000	SH		SOLE		470,000	0	0
VCA ANTECH INC	COM	91819410	2,197	80,000	SH		SOLE		80,000	0	0
VECTREN CORPORATION	COM	92240G10	2,335	70,000	SH		SOLE		70,000	0	0
VENTAS INC	COM	92276F10	5,105	83,000	SH		SOLE		83,000	0	0
VERIFONE SYSTEMS INC	COM	92342Y10	36,576	1,600,000	SH		SOLE		1,600,000	0	0
VERISIGN INC	COM	92343E10	6,107	120,000	SH		SOLE		120,000	0	0
VERISK ANALYTICS INC CLASS A	CL A	92345Y10	3,248	50,000	SH		SOLE		50,000	0	0
VERIZON COMMUNICATIONS INC	COM	92343V10	163,310	3,500,000	SH		SOLE		3,500,000	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F10	4,549	60,000	SH		SOLE		60,000	0	0
VIACOM INC CLASS B	CL B	92553P20	71,043	850,000	SH		SOLE		850,000	0	0
VIASAT INC	COM	92552V10	4,144	65,000	SH		SOLE		65,000	0	0
VISA INC CLASS A SHARES	COM CL A	92826C83	131,859	690,000	SH		SOLE		690,000	0	0
VISHAY INTERTECHNOLOGY INC	COM	92829810	1,934	150,000	SH		SOLE		150,000	0	0
VISHAY PRECISION GROUP	COM	92835K10	883	60,714	SH		SOLE		60,714	0	0
VORNADO REALTY TRUST	SH BEN INT	92904210	3,101	36,886	SH		SOLE		36,886	0	0
WABASH NATIONAL CORP	COM	92956610	28,684	2,460,000	SH		SOLE		2,460,000	0	0
WAL MART STORES INC	COM	93114210	126,176	1,706,000	SH		SOLE		1,706,000	0	0
WALGREEN CO	COM	93142210	23,715	440,800	SH		SOLE		440,800	0	0
WALT DISNEY CO/THE	COM DISNEY	25468710	193,470	3,000,000	SH		SOLE		3,000,000	0	0
WATTS WATER TECHNOLOGIES A	CL A	94274910	24,803	440,000	SH		SOLE		440,000	0	0
WCI COMMUNITIES INC	COM PAR $0.01	92923C80	690	40,000	SH		SOLE		40,000	0	0
WEB.COM GROUP INC	COM	94733A10	5,174	160,000	SH		SOLE		160,000	0	0
WELLPOINT INC	COM	94973V10	18,812	225,000	SH		SOLE		225,000	0	0
WELLS FARGO + CO	COM	94974610	368,900	8,927,890	SH		SOLE		8,927,890	0	0
WESTAR ENERGY INC	COM	95709T10	3,065	100,000	SH		SOLE		100,000	0	0
WESTERN UNION CO	COM	95980210	9,330	500,000	SH		SOLE		500,000	0	0
WEYERHAEUSER CO	COM	96216610	74,438	2,600,000	SH		SOLE		2,600,000	0	0
WEYERHAEUSER CO	PREF CONV SER A	96216687	2,649	50,000	SH		SOLE		50,000	0	0
WGL HOLDINGS INC	COM	92924F10	1,922	45,000	SH		SOLE		45,000	0	0
WHIRLPOOL CORP	COM	96332010	8,201	56,000	SH		SOLE		56,000	0	0
WHITEWAVE FOODS CO CL A	COM CL A	96624410	31,952	1,600,000	SH		SOLE		1,600,000	0	0
WHOLE FOODS MARKET INC	COM	96683710	2,925	50,000	SH		SOLE		50,000	0	0
WILLIAMS COS INC	COM	96945710	20,543	565,000	SH		SOLE		565,000	0	0
WINTHROP REALTY TRUST	SH BEN INT NEW	97639130	558	50,000	SH		SOLE		50,000	0	0
WISCONSIN ENERGY CORP	COM	97665710	7,769	192,400	SH		SOLE		192,400	0	0
WOODWARD INC	COM	98074510	5,716	140,000	SH		SOLE		140,000	0	0
WP CAREY INC	COM	92936U10	2,847	44,000	SH		SOLE		44,000	0	0
WPX ENERGY INC	COM	98212B10	5,104	265,000	SH		SOLE		265,000	0	0
WR BERKLEY CORP	COM	08442310	4,625	107,905	SH		SOLE		107,905	0	0
WYNDHAM WORLDWIDE CORP	COM	98310W10	19,632	322,000	SH		SOLE		322,000	0	0
WYNN RESORTS LTD	COM	98313410	2,765	17,500	SH		SOLE		17,500	0	0
XCEL ENERGY INC	COM	98389B10	13,142	476,000	SH		SOLE		476,000	0	0
XENOPORT INC	COM	98411C10	3,039	535,086	SH		SOLE		535,086	0	0
XL GROUP PLC	SHS	G9829010	8,630	280,000	SH		SOLE		280,000	0	0
XO GROUP INC	COM	98377210	6,718	520,000	SH		SOLE		520,000	0	0
YAHOO INC	COM	98433210	29,844	900,000	SH		SOLE		900,000	0	0
YUM BRANDS INC	COM	98849810	29,841	418,000	SH		SOLE		418,000	0	0
ZIMMER HOLDINGS INC	COM	98956P10	14,005	170,500	SH		SOLE		170,500	0	0
ZOETIS INC W/I	CL A	98978V10	72,143	2,318,234	SH		SOLE		2,318,234	0	0