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	95,097	2,481,000	SH		SOLE		2,481,000	0	0
ABBVIE INC	COM	00287Y10	87,717	1,661,000	SH		SOLE		1,661,000	0	0
ACADIA REALTY TRUST	COM SH BEN INT	00423910	4,631	186,496	SH		SOLE		186,496	0	0
ACCELERON PHARMA INC	COM	00434H10	1,703	43,000	SH		SOLE		43,000	0	0
ACCELRYS INC	COM	00430U10	668	70,000	SH		SOLE		70,000	0	0
ACCO BRANDS CORP	COM	00081T10	1,425	212,000	SH		SOLE		212,000	0	0
ACE LTD	SHS	H0023R10	12,424	120,000	SH		SOLE		120,000	0	0
ACORDA THERAPEUTICS INC	COM	00484M10	2,628	90,000	SH		SOLE		90,000	0	0
ACTAVIS PLC	SHS	G0083B10	31,080	185,000	SH		SOLE		185,000	0	0
ACTIVISION BLIZZARD INC	COM	00507V10	32,094	1,800,000	SH		SOLE		1,800,000	0	0
ADT CORP/THE	COM	00101J10	8,094	200,000	SH		SOLE		200,000	0	0
ADTRAN INC	COM	00738A10	4,052	150,000	SH		SOLE		150,000	0	0
ADVANCE AUTO PARTS INC	COM	00751Y10	7,748	70,000	SH		SOLE		70,000	0	0
AES CORP	COM	00130H10	14,510	1,000,000	SH		SOLE		1,000,000	0	0
AETNA INC	COM	00817Y10	76,486	1,115,120	SH		SOLE		1,115,120	0	0
AFFILIATED MANAGERS GROUP	COM	00825210	4,338	20,000	SH		SOLE		20,000	0	0
AFLAC INC	COM	00105510	668	10,000	SH		SOLE		10,000	0	0
AGILENT TECHNOLOGIES INC	COM	00846U10	14,298	250,000	SH		SOLE		250,000	0	0
AGL RESOURCES INC	COM	00120410	3,306	70,000	SH		SOLE		70,000	0	0
AGREE REALTY CORP	COM	00849210	4,034	139,000	SH		SOLE		139,000	0	0
AKAMAI TECHNOLOGIES INC	COM	00971T10	3,774	80,000	SH		SOLE		80,000	0	0
AKORN INC	COM	00972810	1,232	50,000	SH		SOLE		50,000	0	0
ALASKA AIR GROUP INC	COM	01165910	44,022	600,000	SH		SOLE		600,000	0	0
ALEXANDER + BALDWIN INC	COM	01449110	7,094	170,000	SH		SOLE		170,000	0	0
ALKERMES PLC	SHS	G0176710	4,269	105,000	SH		SOLE		105,000	0	0
ALLEGHANY CORP	COM	01717510	3,820	9,550	SH		SOLE		9,550	0	0
ALLEGHENY TECHNOLOGIES INC	COM	01741R10	4,454	125,000	SH		SOLE		125,000	0	0
ALLEGION PLC	ORD SHS	G0176J10	1,473	33,333	SH		SOLE		33,333	0	0
ALLERGAN INC	COM	01849010	101,861	917,000	SH		SOLE		917,000	0	0
ALLIANCE ONE INTERNATIONAL	COM	01877210	1,830	600,000	SH		SOLE		600,000	0	0
ALLIANT ENERGY CORP	COM	01880210	3,354	65,000	SH		SOLE		65,000	0	0
ALLSCRIPTS HEALTHCARE SOLUTI	COM	01988P10	1,082	70,000	SH		SOLE		70,000	0	0
ALLSTATE CORP	COM	02000210	25,691	471,054	SH		SOLE		471,054	0	0
ALTERA CORP	COM	02144110	16,265	500,000	SH		SOLE		500,000	0	0
ALTRIA GROUP INC	COM	02209S10	127,493	3,321,000	SH		SOLE		3,321,000	0	0
AMAG PHARMACEUTICALS INC	COM	00163U10	5,125	211,167	SH		SOLE		211,167	0	0
AMARIN CORPORATION PLC ADR	SPONS ADR NEW	02311120	368	187,000	SH		SOLE		187,000	0	0
AMAZON.COM INC	COM	02313510	151,540	380,000	SH		SOLE		380,000	0	0
AMC NETWORKS INC A	CL A	00164V10	56,191	825,000	SH		SOLE		825,000	0	0
AMEREN CORPORATION	COM	02360810	6,943	192,000	SH		SOLE		192,000	0	0
AMERESCO INC CL A	CL A	02361E10	1,208	125,000	SH		SOLE		125,000	0	0
AMERICAN AIRLINES GROUP INC	COM	02376R10	33,456	1,325,000	SH		SOLE		1,325,000	0	0
AMERICAN APPAREL INC	COM	02385010	363	295,000	SH		SOLE		295,000	0	0
AMERICAN ASSETS TRUST INC	COM	02401310	6,207	197,500	SH		SOLE		197,500	0	0
AMERICAN CAMPUS COMMUNITIES	COM	02483510	7,844	243,516	SH		SOLE		243,516	0	0
AMERICAN CAPITAL MORTGAGE IN	COM	02504A10	1,833	105,000	SH		SOLE		105,000	0	0
AMERICAN EAGLE OUTFITTERS	COM	02553E10	1,152	80,000	SH		SOLE		80,000	0	0
AMERICAN ELECTRIC POWER	COM	02553710	19,444	416,000	SH		SOLE		416,000	0	0
AMERICAN EXPRESS CO	COM	02581610	77,846	858,000	SH		SOLE		858,000	0	0
AMERICAN INTERNATIONAL GROUP	COM NEW	02687478	57,278	1,122,000	SH		SOLE		1,122,000	0	0
AMERICAN STATES WATER CO	COM	02989910	1,293	45,000	SH		SOLE		45,000	0	0
AMERICAN TOWER CORP	COM	03027X10	71,838	900,000	SH		SOLE		900,000	0	0
AMERICAN WATER WORKS CO INC	COM	03042010	1,268	30,000	SH		SOLE		30,000	0	0
AMERIPRISE FINANCIAL INC	COM	03076C10	129,202	1,123,000	SH		SOLE		1,123,000	0	0
AMERISOURCEBERGEN CORP	COM	03073E10	12,656	180,000	SH		SOLE		180,000	0	0
AMGEN INC	COM	03116210	61,801	541,355	SH		SOLE		541,355	0	0
ANADARKO PETROLEUM CORP	COM	03251110	68,453	863,000	SH		SOLE		863,000	0	0
ANALOG DEVICES INC	COM	03265410	45,837	900,000	SH		SOLE		900,000	0	0
ANGIODYNAMICS INC	COM	03475V10	1,117	65,000	SH		SOLE		65,000	0	0
ANSYS INC	COM	03662Q10	8,720	100,000	SH		SOLE		100,000	0	0
AOL INC	COM	00184X10	4,662	100,000	SH		SOLE		100,000	0	0
AON PLC	SHS CL A	G0408V10	30,033	358,000	SH		SOLE		358,000	0	0
APACHE CORP	COM	03741110	23,634	275,000	SH		SOLE		275,000	0	0
APARTMENT INVT + MGMT CO A	CL A	03748R10	3,368	130,000	SH		SOLE		130,000	0	0
APOLLO EDUCATION GROUP INC	CL A	03760410	32,784	1,200,000	SH		SOLE		1,200,000	0	0
APPLE INC	COM	03783310	689,043	1,228,000	SH		SOLE		1,228,000	0	0
APPLIED MATERIALS INC	COM	03822210	31,842	1,800,000	SH		SOLE		1,800,000	0	0
APPLIED MICRO CIRCUITS CORP	COM NEW	03822W40	6,690	500,000	SH		SOLE		500,000	0	0
AQUA AMERICA INC	COM	03836W10	3,588	152,082	SH		SOLE		152,082	0	0
ARBOR REALTY TRUST INC	COM	03892310	1,332	200,000	SH		SOLE		200,000	0	0
ARCH CAPITAL GROUP LTD	ORD	G0450A10	20,208	338,556	SH		SOLE		338,556	0	0
ARCH COAL INC	COM	03938010	2,403	540,000	SH		SOLE		540,000	0	0
ARCHER DANIELS MIDLAND CO	COM	03948310	19,206	442,526	SH		SOLE		442,526	0	0
ARES COMMERCIAL REAL ESTATE	COM	04013V10	1,898	144,875	SH		SOLE		144,875	0	0
ARMSTRONG WORLD INDUSTRIES	COM	04247X10	7,201	125,000	SH		SOLE		125,000	0	0
ARQULE INC	COM	04269E10	481	223,774	SH		SOLE		223,774	0	0
ARRAY BIOPHARMA INC	COM	04269X10	1,328	265,000	SH		SOLE		265,000	0	0
ARRIS GROUP INC	COM	04270V10	2,437	100,000	SH		SOLE		100,000	0	0
ASHFORD HOSPITALITY PRIME IN	COM	04410210	491	27,000	SH		SOLE		27,000	0	0
ASHFORD HOSPITALITY TRUST	COM SHS	04410310	1,118	135,000	SH		SOLE		135,000	0	0
ASHLAND INC	COM	04420910	485	5,000	SH		SOLE		5,000	0	0
ASPEN TECHNOLOGY INC	COM	04532710	5,434	130,000	SH		SOLE		130,000	0	0
AT+T INC	COM	00206R10	38,500	1,095,000	SH		SOLE		1,095,000	0	0
ATLAS AIR WORLDWIDE HOLDINGS	COM NEW	04916420	19,341	470,000	SH		SOLE		470,000	0	0
ATMEL CORP	COM	04951310	36,801	4,700,000	SH		SOLE		4,700,000	0	0
ATMOS ENERGY CORP	COM	04956010	2,271	50,000	SH		SOLE		50,000	0	0
AUTODESK INC	COM	05276910	23,152	460,000	SH		SOLE		460,000	0	0
AUTOZONE INC	COM	05333210	10,085	21,100	SH		SOLE		21,100	0	0
AVALONBAY COMMUNITIES INC	COM	05348410	23,646	200,000	SH		SOLE		200,000	0	0
AVID TECHNOLOGY INC	COM	05367P10	1,793	220,000	SH		SOLE		220,000	0	0
AVNET INC	COM	05380710	14,115	320,000	SH		SOLE		320,000	0	0
AVON PRODUCTS INC	COM	05430310	6,199	360,000	SH		SOLE		360,000	0	0
AVX CORP	COM	00244410	3,483	250,000	SH		SOLE		250,000	0	0
AXIALL CORP	COM	05463D10	7,116	150,000	SH		SOLE		150,000	0	0
B/E AEROSPACE INC	COM	07330210	8,703	100,000	SH		SOLE		100,000	0	0
BABCOCK + WILCOX CO/THE	COM	05615F10	102,570	3,000,000	SH		SOLE		3,000,000	0	0
BAKER HUGHES INC	COM	05722410	50,571	915,147	SH		SOLE		915,147	0	0
BALL CORP	COM	05849810	27,896	540,000	SH		SOLE		540,000	0	0
BALLANTYNE STRONG INC	COM	05851610	2,917	630,000	SH		SOLE		630,000	0	0
BANK OF AMERICA CORP	COM	06050510	172,282	11,065,000	SH		SOLE		11,065,000	0	0
BANK OF NEW YORK MELLON CORP	COM	06405810	20,935	599,167	SH		SOLE		599,167	0	0
BASIC ENERGY SERVICES INC	COM	06985P10	710	45,000	SH		SOLE		45,000	0	0
BAXTER INTERNATIONAL INC	COM	07181310	69,620	1,001,000	SH		SOLE		1,001,000	0	0
BEAM INC	COM	07373010	2,722	40,000	SH		SOLE		40,000	0	0
BEASLEY BROADCAST GRP INC A	CL A	07401410	2,602	298,000	SH		SOLE		298,000	0	0
BEAZER HOMES USA INC	COM NEW	07556Q88	24,420	1,000,000	SH		SOLE		1,000,000	0	0
BECTON DICKINSON AND CO	COM	07588710	12,154	110,000	SH		SOLE		110,000	0	0
BED BATH + BEYOND INC	COM	07589610	12,125	151,000	SH		SOLE		151,000	0	0
BEL FUSE INC CL B	CL B	07734730	1,918	90,000	SH		SOLE		90,000	0	0
BENCHMARK ELECTRONICS INC	COM	08160H10	1,154	50,000	SH		SOLE		50,000	0	0
BERKSHIRE HATHAWAY INC CL A	CL A	08467010	16,901	95	SH		SOLE		95	0	0
BERKSHIRE HATHAWAY INC CL B	CL B NEW	08467070	118,560	1,000,000	SH		SOLE		1,000,000	0	0
BILL BARRETT CORP	COM	06846N10	1,071	40,000	SH		SOLE		40,000	0	0
BIOGEN IDEC INC	COM	09062X10	39,166	140,000	SH		SOLE		140,000	0	0
BLACK HILLS CORP	COM	09211310	2,363	45,000	SH		SOLE		45,000	0	0
BLACKROCK INC	COM	09247X10	94,309	298,000	SH		SOLE		298,000	0	0
BLACKSTONE GROUP LP/THE	COM UNIT LTD	09253U10	31,500	1,000,000	SH		SOLE		1,000,000	0	0
BLACKSTONE MORTGAGE TRU CL A	COM CL A	09257W10	1,357	50,000	SH		SOLE		50,000	0	0
BOEING CO/THE	COM	09702310	98,955	725,000	SH		SOLE		725,000	0	0
BOSTON BEER COMPANY INC A	CL A	10055710	15,958	66,000	SH		SOLE		66,000	0	0
BOSTON PROPERTIES INC	COM	10112110	8,331	83,000	SH		SOLE		83,000	0	0
BOSTON SCIENTIFIC CORP	COM	10113710	12,020	1,000,000	SH		SOLE		1,000,000	0	0
BRANDYWINE REALTY TRUST	SH BEN INT NEW	10536820	2,325	165,000	SH		SOLE		165,000	0	0
BRIGGS + STRATTON	COM	10904310	3,264	150,000	SH		SOLE		150,000	0	0
BRIGHTCOVE	COM	10921T10	6,080	430,000	SH		SOLE		430,000	0	0
BRINK S CO/THE	COM	10969610	2,390	70,000	SH		SOLE		70,000	0	0
BRISTOL MYERS SQUIBB CO	COM	11012210	112,250	2,111,938	SH		SOLE		2,111,938	0	0
BRIXMOR PROPERTY GROUP INC	COM	11120U10	2,033	100,000	SH		SOLE		100,000	0	0
BROADCOM CORP CL A	CL A	11132010	50,405	1,700,000	SH		SOLE		1,700,000	0	0
BROCADE COMMUNICATIONS SYS	COM NEW	11162130	1,331	150,000	SH		SOLE		150,000	0	0
BSQUARE CORP	COM NEW	11776U30	1,038	290,000	SH		SOLE		290,000	0	0
C+J ENERGY SERVICES INC	COM	12467B30	1,848	80,000	SH		SOLE		80,000	0	0
CABLEVISION SYSTEMS NY GRP A	CL A NY CABLVS	12686C10	5,379	300,000	SH		SOLE		300,000	0	0
CABOT OIL + GAS CORP	COM	12709710	13,178	340,000	SH		SOLE		340,000	0	0
CADENCE DESIGN SYS INC	COM	12738710	10,094	720,000	SH		SOLE		720,000	0	0
CALAVO GROWERS INC	COM	12824610	20,274	670,000	SH		SOLE		670,000	0	0
CALGON CARBON CORP	COM	12960310	13,165	640,000	SH		SOLE		640,000	0	0
CALIFORNIA WATER SERVICE GRP	COM	13078810	1,038	45,000	SH		SOLE		45,000	0	0
CALPINE CORP	COM NEW	13134730	780	40,000	SH		SOLE		40,000	0	0
CAMDEN PROPERTY TRUST	SH BEN INT	13313110	2,503	44,000	SH		SOLE		44,000	0	0
CAMERON INTERNATIONAL CORP	COM	13342B10	35,718	600,000	SH		SOLE		600,000	0	0
CAMPBELL SOUP CO	COM	13442910	51,936	1,200,000	SH		SOLE		1,200,000	0	0
CAPITAL ONE FINANCIAL CORP	COM	14040H10	66,651	870,000	SH		SOLE		870,000	0	0
CAPITAL SENIOR LIVING CORP	COM	14047510	1,679	70,000	SH		SOLE		70,000	0	0
CARDINAL HEALTH INC	COM	14149Y10	24,720	370,000	SH		SOLE		370,000	0	0
CAREFUSION CORP	COM	14170T10	7,367	185,000	SH		SOLE		185,000	0	0
CARMAX INC	COM	14313010	4,467	95,000	SH		SOLE		95,000	0	0
CARMIKE CINEMAS INC	COM	14343640	2,506	90,000	SH		SOLE		90,000	0	0
CARTER S INC	COM	14622910	6,964	97,000	SH		SOLE		97,000	0	0
CASH AMERICA INTL INC	COM	14754D10	3,830	100,000	SH		SOLE		100,000	0	0
CAVIUM INC	COM	14964U10	8,628	250,000	SH		SOLE		250,000	0	0
CBRE GROUP INC A	CL A	12504L10	9,337	355,000	SH		SOLE		355,000	0	0
CELGENE CORP	COM	15102010	18,586	110,000	SH		SOLE		110,000	0	0
CELLDEX THERAPEUTICS INC	COM	15117B10	9,926	410,000	SH		SOLE		410,000	0	0
CENTERPOINT ENERGY INC	COM	15189T10	9,272	400,000	SH		SOLE		400,000	0	0
CERNER CORP	COM	15678210	12,263	220,000	SH		SOLE		220,000	0	0
CHARLES RIVER LABORATORIES	COM	15986410	2,652	50,000	SH		SOLE		50,000	0	0
CHART INDUSTRIES INC	COM PAR $0.01	16115Q30	101,378	1,060,000	SH		SOLE		1,060,000	0	0
CHATHAM LODGING TRUST	COM	16208T10	3,356	164,100	SH		SOLE		164,100	0	0
CHECKPOINT SYSTEMS INC	COM	16282510	3,469	220,000	SH		SOLE		220,000	0	0
CHENIERE ENERGY INC	COM NEW	16411R20	2,156	50,000	SH		SOLE		50,000	0	0
CHESAPEAKE ENERGY CORP	COM	16516710	57,673	2,125,000	SH		SOLE		2,125,000	0	0
CHESAPEAKE LODGING TRUST	SH BEN INT	16524010	12,250	484,400	SH		SOLE		484,400	0	0
CHEVRON CORP	COM	16676410	257,939	2,065,000	SH		SOLE		2,065,000	0	0
CHICO S FAS INC	COM	16861510	1,978	105,000	SH		SOLE		105,000	0	0
CHUBB CORP	COM	17123210	54,499	564,000	SH		SOLE		564,000	0	0
CHURCH + DWIGHT CO INC	COM	17134010	13,256	200,000	SH		SOLE		200,000	0	0
CIENA CORP	COM NEW	17177930	8,376	350,000	SH		SOLE		350,000	0	0
CIGNA CORP	COM	12550910	20,995	240,000	SH		SOLE		240,000	0	0
CIMAREX ENERGY CO	COM	17179810	7,134	68,000	SH		SOLE		68,000	0	0
CINEDIGM CORP	COM	17240610	6,060	3,000,000	SH		SOLE		3,000,000	0	0
CINEMARK HOLDINGS INC	COM	17243V10	32,663	980,000	SH		SOLE		980,000	0	0
CIRRUS LOGIC INC	COM	17275510	2,043	100,000	SH		SOLE		100,000	0	0
CISCO SYSTEMS INC	COM	17275R10	166,130	7,400,000	SH		SOLE		7,400,000	0	0
CIT GROUP INC	COM NEW	12558180	52,130	1,000,000	SH		SOLE		1,000,000	0	0
CITIGROUP INC	COM NEW	17296742	218,028	4,184,000	SH		SOLE		4,184,000	0	0
CITRIX SYSTEMS INC	COM	17737610	62,618	990,000	SH		SOLE		990,000	0	0
CITY NATIONAL CORP	COM	17856610	5,704	72,000	SH		SOLE		72,000	0	0
CLEAN ENERGY FUELS CORP	COM	18449910	33,488	2,600,000	SH		SOLE		2,600,000	0	0
CLEAN HARBORS INC	COM	18449610	34,777	580,000	SH		SOLE		580,000	0	0
CLECO CORPORATION	COM	12561W10	2,797	60,000	SH		SOLE		60,000	0	0
CLOROX COMPANY	COM	18905410	8,348	90,000	SH		SOLE		90,000	0	0
CLOUD PEAK ENERGY INC	COM	18911Q10	4,752	264,000	SH		SOLE		264,000	0	0
CME GROUP INC	COM	12572Q10	5,885	75,000	SH		SOLE		75,000	0	0
CMS ENERGY CORP	COM	12589610	7,496	280,000	SH		SOLE		280,000	0	0
COACH INC	COM	18975410	5,978	106,500	SH		SOLE		106,500	0	0
COCA COLA CO/THE	COM	19121610	131,159	3,175,000	SH		SOLE		3,175,000	0	0
COLE REAL ESTATE INVESTMENT	COM	19329V10	1,404	100,000	SH		SOLE		100,000	0	0
COLGATE PALMOLIVE CO	COM	19416210	97,815	1,500,000	SH		SOLE		1,500,000	0	0
COMCAST CORP SPECIAL CL A	CL A SPL	20030N20	143,654	2,880,000	SH		SOLE		2,880,000	0	0
COMMUNITY HEALTH SYSTEMS INC	COM	20366810	17,868	455,000	SH		SOLE		455,000	0	0
COMMVAULT SYSTEMS INC	COM	20416610	23,962	320,000	SH		SOLE		320,000	0	0
COMPUWARE CORP	COM	20563810	5,717	510,000	SH		SOLE		510,000	0	0
COMSTOCK RESOURCES INC	COM NEW	20576820	3,567	195,000	SH		SOLE		195,000	0	0
CONAGRA FOODS INC	COM	20588710	12,975	385,000	SH		SOLE		385,000	0	0
CONN S INC	COM	20824210	5,830	74,000	SH		SOLE		74,000	0	0
CONNECTICUT WATER SVC INC	COM	20779710	1,598	45,000	SH		SOLE		45,000	0	0
CONOCOPHILLIPS	COM	20825C10	88,666	1,255,000	SH		SOLE		1,255,000	0	0
CONSOL ENERGY INC	COM	20854P10	7,608	200,000	SH		SOLE		200,000	0	0
CONSOLIDATED EDISON INC	COM	20911510	11,222	203,000	SH		SOLE		203,000	0	0
CONTAINER STORE GROUP INC/TH	COM	21075110	1,864	40,000	SH		SOLE		40,000	0	0
COOPER TIRE + RUBBER	COM	21683110	48,080	2,000,000	SH		SOLE		2,000,000	0	0
CORNING INC	COM	21935010	12,474	700,000	SH		SOLE		700,000	0	0
COSTCO WHOLESALE CORP	COM	22160K10	45,819	385,000	SH		SOLE		385,000	0	0
COTY INC CL A	COM CL A	22207020	2,699	177,000	SH		SOLE		177,000	0	0
COVANCE INC	COM	22281610	3,941	44,750	SH		SOLE		44,750	0	0
COVIDIEN PLC	SHS	G2554F11	21,452	315,000	SH		SOLE		315,000	0	0
CR BARD INC	COM	06738310	5,358	40,000	SH		SOLE		40,000	0	0
CRAY INC	COM NEW	22522330	5,492	200,000	SH		SOLE		200,000	0	0
CREE INC	COM	22544710	47,553	760,000	SH		SOLE		760,000	0	0
CROWN CASTLE INTL CORP	COM	22822710	4,127	56,200	SH		SOLE		56,200	0	0
CROWN HOLDINGS INC	COM	22836810	9,583	215,000	SH		SOLE		215,000	0	0
CROWN MEDIA HOLDINGS CLASS A	CL A	22841110	5,472	1,550,000	SH		SOLE		1,550,000	0	0
CSX CORP	COM	12640810	1,439	50,000	SH		SOLE		50,000	0	0
CUBESMART	COM	22966310	11,939	749,000	SH		SOLE		749,000	0	0
CUBIC CORP	COM	22966910	44,234	840,000	SH		SOLE		840,000	0	0
CUI GLOBAL INC	COM NEW	12657620	3,318	525,000	SH		SOLE		525,000	0	0
CUMMINS INC	COM	23102110	42,291	300,000	SH		SOLE		300,000	0	0
CUMULUS MEDIA INC CL A	CL A	23108210	2,722	352,100	SH		SOLE		352,100	0	0
CVS CAREMARK CORP	COM	12665010	74,429	1,039,943	SH		SOLE		1,039,943	0	0
CYS INVESTMENTS INC	COM	12673A10	1,704	230,000	SH		SOLE		230,000	0	0
CYTEC INDUSTRIES INC	COM	23282010	20,961	225,000	SH		SOLE		225,000	0	0
DANA HOLDING CORP	COM	23582520	23,544	1,200,000	SH		SOLE		1,200,000	0	0
DANAHER CORP	COM	23585110	30,880	400,000	SH		SOLE		400,000	0	0
DARDEN RESTAURANTS INC	COM	23719410	7,612	140,000	SH		SOLE		140,000	0	0
DDR CORP	COM	23317H10	6,671	434,000	SH		SOLE		434,000	0	0
DECKERS OUTDOOR CORP	COM	24353710	3,547	42,000	SH		SOLE		42,000	0	0
DEERE + CO	COM	24419910	42,926	470,000	SH		SOLE		470,000	0	0
DELTA AIR LINES INC	COM NEW	24736170	8,241	300,000	SH		SOLE		300,000	0	0
DENBURY RESOURCES INC	COM NEW	24791620	6,408	390,000	SH		SOLE		390,000	0	0
DENDREON CORP	COM	24823Q10	792	265,000	SH		SOLE		265,000	0	0
DENTSPLY INTERNATIONAL INC	COM	24903010	13,574	280,000	SH		SOLE		280,000	0	0
DEVON ENERGY CORPORATION	COM	25179M10	57,848	935,000	SH		SOLE		935,000	0	0
DIAMOND OFFSHORE DRILLING	COM	25271C10	4,497	79,000	SH		SOLE		79,000	0	0
DICK S SPORTING GOODS INC	COM	25339310	3,283	56,500	SH		SOLE		56,500	0	0
DIGI INTERNATIONAL INC	COM	25379810	3,636	300,000	SH		SOLE		300,000	0	0
DIGITAL REALTY TRUST INC	COM	25386810	2,161	44,000	SH		SOLE		44,000	0	0
DIGITAL RIVER INC	COM	25388B10	555	30,000	SH		SOLE		30,000	0	0
DIRECTV	COM	25490A30	34,545	500,000	SH		SOLE		500,000	0	0
DISCOVER FINANCIAL SERVICES	COM	25470910	20,953	374,500	SH		SOLE		374,500	0	0
DISCOVERY COMMUNICATIONS C	COM SER C	25470F30	10,063	120,000	SH		SOLE		120,000	0	0
DISH NETWORK CORP A	CL A	25470M10	67,188	1,160,000	SH		SOLE		1,160,000	0	0
DOLLAR GENERAL CORP	COM	25667710	9,169	152,000	SH		SOLE		152,000	0	0
DOLLAR TREE INC	COM	25674610	38,704	686,000	SH		SOLE		686,000	0	0
DOMINION RESOURCES INC/VA	COM	25746U10	20,701	320,000	SH		SOLE		320,000	0	0
DOUGLAS EMMETT INC	COM	25960P10	4,262	183,000	SH		SOLE		183,000	0	0
DOVER MOTORSPORTS INC	COM	26017410	753	300,000	SH		SOLE		300,000	0	0
DOW CHEMICAL CO/THE	COM	26054310	48,840	1,100,000	SH		SOLE		1,100,000	0	0
DREW INDUSTRIES INC	COM NEW	26168L20	26,112	510,000	SH		SOLE		510,000	0	0
DSW INC CLASS A	CL A	23334L10	1,496	35,000	SH		SOLE		35,000	0	0
DTE ENERGY COMPANY	COM	23333110	8,963	135,000	SH		SOLE		135,000	0	0
DU PONT (E.I.) DE NEMOURS	COM	26353410	51,976	800,000	SH		SOLE		800,000	0	0
DUKE ENERGY CORP	COM NEW	26441C20	31,055	450,000	SH		SOLE		450,000	0	0
DUPONT FABROS TECHNOLOGY	COM	26613Q10	4,571	185,000	SH		SOLE		185,000	0	0
E TRADE FINANCIAL CORP	COM NEW	26924640	27,496	1,400,000	SH		SOLE		1,400,000	0	0
E2OPEN INC	COM	29788A10	3,587	150,000	SH		SOLE		150,000	0	0
EAST WEST BANCORP INC	COM	27579R10	5,246	150,000	SH		SOLE		150,000	0	0
EASTMAN CHEMICAL CO	COM	27743210	16,140	200,000	SH		SOLE		200,000	0	0
EATON VANCE CORP	COM NON VTG	27826510	3,209	75,000	SH		SOLE		75,000	0	0
EBAY INC	COM	27864210	63,673	1,160,000	SH		SOLE		1,160,000	0	0
ECHOSTAR CORP A	CL A	27876810	39,279	790,000	SH		SOLE		790,000	0	0
EDISON INTERNATIONAL	COM	28102010	12,038	260,000	SH		SOLE		260,000	0	0
EDUCATION REALTY TRUST INC	COM	28140H10	1,764	200,000	SH		SOLE		200,000	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E10	5,208	79,200	SH		SOLE		79,200	0	0
ELECTRONIC ARTS INC	COM	28551210	41,292	1,800,000	SH		SOLE		1,800,000	0	0
ELI LILLY + CO	COM	53245710	147,262	2,887,496	SH		SOLE		2,887,496	0	0
ELIZABETH ARDEN INC	COM	28660G10	1,773	50,000	SH		SOLE		50,000	0	0
EMAGIN CORPORATION	COM NEW	29076N20	368	130,000	SH		SOLE		130,000	0	0
EMC CORP/MA	COM	26864810	80,480	3,200,000	SH		SOLE		3,200,000	0	0
EMMIS COMMUNICATIONS CLASS A	CL A	29152510	4,062	1,510,000	SH		SOLE		1,510,000	0	0
EMPIRE STATE REALTY TRUST A	CL A	29210410	765	50,000	SH		SOLE		50,000	0	0
ENERGEN CORP	COM	29265N10	4,245	60,000	SH		SOLE		60,000	0	0
ENERGIZER HOLDINGS INC	COM	29266R10	57,259	529,000	SH		SOLE		529,000	0	0
ENSCO PLC CL A	SHS CLASS A	G3157S10	7,148	125,000	SH		SOLE		125,000	0	0
ENTERCOM COMMUNICATIONS CL A	CL A	29363910	15,975	1,520,000	SH		SOLE		1,520,000	0	0
ENTERGY CORP	COM	29364G10	21,195	335,000	SH		SOLE		335,000	0	0
ENTRAVISION COMMUNICATIONS A	CL A	29382R10	12,789	2,100,000	SH		SOLE		2,100,000	0	0
ENTROPIC COMMUNICATIONS INC	COM	29384R10	1,178	250,000	SH		SOLE		250,000	0	0
EOG RESOURCES INC	COM	26875P10	30,883	184,000	SH		SOLE		184,000	0	0
EPR PROPERTIES	COM SH BEN INT	26884U10	95,370	1,940,000	SH		SOLE		1,940,000	0	0
EQT CORP	COM	26884L10	9,876	110,000	SH		SOLE		110,000	0	0
EQUITY LIFESTYLE PROPERTIES	COM	29472R10	1,304	36,000	SH		SOLE		36,000	0	0
EQUITY ONE INC	COM	29475210	3,047	135,802	SH		SOLE		135,802	0	0
EQUITY RESIDENTIAL	SH BEN INT	29476L10	5,446	105,000	SH		SOLE		105,000	0	0
ESSENT GROUP LTD	COM	G3198U10	1,805	75,000	SH		SOLE		75,000	0	0
ESSEX PROPERTY TRUST INC	COM	29717810	5,891	41,050	SH		SOLE		41,050	0	0
ESTEE LAUDER COMPANIES CL A	CL A	51843910	64,776	860,000	SH		SOLE		860,000	0	0
EVEREST RE GROUP LTD	COM	G3223R10	28,368	182,000	SH		SOLE		182,000	0	0
EXA CORP	COM	30061450	4,774	360,000	SH		SOLE		360,000	0	0
EXELON CORP	COM	30161N10	63,344	2,312,680	SH		SOLE		2,312,680	0	0
EXPRESS INC	COM	30219E10	934	50,000	SH		SOLE		50,000	0	0
EXPRESS SCRIPTS HOLDING CO	COM	30219G10	59,002	840,000	SH		SOLE		840,000	0	0
EXTRA SPACE STORAGE INC	COM	30225T10	421	10,000	SH		SOLE		10,000	0	0
EXXON MOBIL CORP	COM	30231G10	512,072	5,060,000	SH		SOLE		5,060,000	0	0
FACEBOOK INC A	CL A	30303M10	76,524	1,400,000	SH		SOLE		1,400,000	0	0
FAIRCHILD SEMICONDUCTOR INTE	COM	30372610	2,003	150,000	SH		SOLE		150,000	0	0
FAMILY DOLLAR STORES	COM	30700010	2,794	43,000	SH		SOLE		43,000	0	0
FARO TECHNOLOGIES INC	COM	31164210	4,373	75,000	SH		SOLE		75,000	0	0
FEDERAL SIGNAL CORP	COM	31385510	4,395	300,000	SH		SOLE		300,000	0	0
FEDEX CORP	COM	31428X10	58,227	405,000	SH		SOLE		405,000	0	0
FELCOR LODGING TRUST INC	COM	31430F10	163	20,000	SH		SOLE		20,000	0	0
FIFTH + PACIFIC COS INC	COM	31664510	11,128	347,000	SH		SOLE		347,000	0	0
FINANCIAL ENGINES INC	COM	31748510	6,259	90,087	SH		SOLE		90,087	0	0
FINISAR CORPORATION	COM NEW	31787A50	5,980	250,000	SH		SOLE		250,000	0	0
FIRST INDUSTRIAL REALTY TR	COM	32054K10	1,483	85,000	SH		SOLE		85,000	0	0
FIRSTENERGY CORP	COM	33793210	18,139	550,000	SH		SOLE		550,000	0	0
FIVE BELOW	COM	33829M10	17,064	395,000	SH		SOLE		395,000	0	0
FLIR SYSTEMS INC	COM	30244510	4,515	150,000	SH		SOLE		150,000	0	0
FLOWERS FOODS INC	COM	34349810	6,522	303,750	SH		SOLE		303,750	0	0
FLUOR CORP	COM	34341210	41,751	520,000	SH		SOLE		520,000	0	0
FMC CORP	COM NEW	30249130	15,092	200,000	SH		SOLE		200,000	0	0
FMC TECHNOLOGIES INC	COM	30249U10	10,433	199,832	SH		SOLE		199,832	0	0
FOOT LOCKER INC	COM	34484910	14,421	348,000	SH		SOLE		348,000	0	0
FORD MOTOR CO	COM PAR $0.01	34537086	41,661	2,700,000	SH		SOLE		2,700,000	0	0
FOREST CITY ENTERPRISES CL A	CL A	34555010	3,572	187,000	SH		SOLE		187,000	0	0
FOREST LABORATORIES INC	COM	34583810	46,187	769,400	SH		SOLE		769,400	0	0
FOREST OIL CORP	COM PAR $0.01	34609170	2,545	705,000	SH		SOLE		705,000	0	0
FORMFACTOR INC	COM	34637510	3,913	650,000	SH		SOLE		650,000	0	0
FOSSIL GROUP INC	COM	34988V10	3,598	30,000	SH		SOLE		30,000	0	0
FOX FACTORY HOLDING CORP	COM	35138V10	476	27,000	SH		SOLE		27,000	0	0
FRANCESCAS HOLDINGS CORP	COM	35179310	1,014	55,100	SH		SOLE		55,100	0	0
FREEPORT MCMORAN COPPER W/I	COM	35671D85	94,350	2,500,000	SH		SOLE		2,500,000	0	0
FTD COS INC	COM	30281V10	1,303	40,000	SH		SOLE		40,000	0	0
G III APPAREL GROUP LTD	COM	36237H10	14,610	198,000	SH		SOLE		198,000	0	0
GAMESTOP CORP CLASS A	CL A	36467W10	5,222	106,000	SH		SOLE		106,000	0	0
GAMING AND LEISURE PROPERTIE	COM	36467J10	1,016	20,000	SH		SOLE		20,000	0	0
GAP INC/THE	COM	36476010	7,034	180,000	SH		SOLE		180,000	0	0
GARTNER INC	COM	36665110	7,105	100,000	SH		SOLE		100,000	0	0
GENERAL DYNAMICS CORP	COM	36955010	52,075	545,000	SH		SOLE		545,000	0	0
GENERAL ELECTRIC CO	COM	36960410	213,028	7,600,000	SH		SOLE		7,600,000	0	0
GENERAL GROWTH PROPERTIES	COM	37002310	5,034	250,825	SH		SOLE		250,825	0	0
GENERAL MILLS INC	COM	37033410	25,540	511,720	SH		SOLE		511,720	0	0
GENERAL MOTORS CO	COM	37045V10	8,174	200,000	SH		SOLE		200,000	0	0
GENESCO INC	COM	37153210	365	5,000	SH		SOLE		5,000	0	0
GENESEE + WYOMING INC CL A	CL A	37155910	26,894	280,000	SH		SOLE		280,000	0	0
GENUINE PARTS CO	COM	37246010	30,781	370,000	SH		SOLE		370,000	0	0
GERON CORP	COM	37416310	1,043	220,000	SH		SOLE		220,000	0	0
GIGAMON INC	COM	37518B10	281	10,000	SH		SOLE		10,000	0	0
GILEAD SCIENCES INC	COM	37555810	177,355	2,360,000	SH		SOLE		2,360,000	0	0
GNC HOLDINGS INC CL A	COM CL A	36191G10	6,473	110,750	SH		SOLE		110,750	0	0
GOLDMAN SACHS GROUP INC	COM	38141G10	127,893	721,500	SH		SOLE		721,500	0	0
GOODYEAR TIRE + RUBBER CO	COM	38255010	9,540	400,000	SH		SOLE		400,000	0	0
GOOGLE INC CL A	CL A	38259P50	369,835	330,000	SH		SOLE		330,000	0	0
GREAT PLAINS ENERGY INC	COM	39116410	2,424	100,000	SH		SOLE		100,000	0	0
GREATBATCH INC	COM	39153L10	5,751	130,000	SH		SOLE		130,000	0	0
GREIF INC CL B	CL B	39762420	3,644	62,000	SH		SOLE		62,000	0	0
GROUP 1 AUTOMOTIVE INC	COM	39890510	8,522	120,000	SH		SOLE		120,000	0	0
HAIN CELESTIAL GROUP INC	COM	40521710	29,957	330,000	SH		SOLE		330,000	0	0
HALLIBURTON CO	COM	40621610	12,535	247,004	SH		SOLE		247,004	0	0
HALOZYME THERAPEUTICS INC	COM	40637H10	2,698	180,000	SH		SOLE		180,000	0	0
HANESBRANDS INC	COM	41034510	8,432	120,000	SH		SOLE		120,000	0	0
HARMONIC INC	COM	41316010	1,292	175,000	SH		SOLE		175,000	0	0
HARRIS CORP	COM	41387510	5,585	80,000	SH		SOLE		80,000	0	0
HARSCO CORP	COM	41586410	10,651	380,000	SH		SOLE		380,000	0	0
HARTFORD FINANCIAL SVCS GRP	COM	41651510	6,232	172,000	SH		SOLE		172,000	0	0
HASBRO INC	COM	41805610	12,102	220,000	SH		SOLE		220,000	0	0
HAWAIIAN ELECTRIC INDS	COM	41987010	2,606	100,000	SH		SOLE		100,000	0	0
HCA HOLDINGS INC	COM	40412C10	40,076	840,000	SH		SOLE		840,000	0	0
HEALTH CARE REIT INC	COM	42217K10	6,402	119,500	SH		SOLE		119,500	0	0
HEALTH MGMT ASSOCIATES INC A	CL A	42193310	3,537	270,000	SH		SOLE		270,000	0	0
HEALTH NET INC	COM	42222G10	3,115	105,000	SH		SOLE		105,000	0	0
HEALTHCARE SERVICES GROUP	COM	42190610	1,419	50,000	SH		SOLE		50,000	0	0
HEARTWARE INTERNATIONAL INC	COM	42236810	1,409	15,000	SH		SOLE		15,000	0	0
HECLA MINING CO	COM	42270410	5,390	1,750,000	SH		SOLE		1,750,000	0	0
HEICO CORP CLASS A	CL A	42280620	10,283	244,140	SH		SOLE		244,140	0	0
HEIDRICK + STRUGGLES INTL	COM	42281910	1,954	97,000	SH		SOLE		97,000	0	0
HELIX ENERGY SOLUTIONS GROUP	COM	42330P10	2,318	100,000	SH		SOLE		100,000	0	0
HELMERICH + PAYNE	COM	42345210	7,954	94,600	SH		SOLE		94,600	0	0
HENRY SCHEIN INC	COM	80640710	11,997	105,000	SH		SOLE		105,000	0	0
HERSHA HOSPITALITY TRUST	SH BEN INT A	42782510	6,628	1,190,000	SH		SOLE		1,190,000	0	0
HESS CORP	COM	42809H10	16,600	200,000	SH		SOLE		200,000	0	0
HEWLETT PACKARD CO	COM	42823610	20,985	750,000	SH		SOLE		750,000	0	0
HEXCEL CORP	COM	42829110	6,704	150,000	SH		SOLE		150,000	0	0
HIBBETT SPORTS INC	COM	42856710	2,386	35,500	SH		SOLE		35,500	0	0
HILLSHIRE BRANDS CO	COM	43258910	36,784	1,100,000	SH		SOLE		1,100,000	0	0
HOLLYFRONTIER CORP	COM	43610610	54,411	1,095,000	SH		SOLE		1,095,000	0	0
HOLOGIC INC	COM	43644010	3,603	161,200	SH		SOLE		161,200	0	0
HOME DEPOT INC	COM	43707610	192,573	2,338,750	SH		SOLE		2,338,750	0	0
HONEYWELL INTERNATIONAL INC	COM	43851610	70,812	775,000	SH		SOLE		775,000	0	0
HOSPIRA INC	COM	44106010	6,237	151,100	SH		SOLE		151,100	0	0
HOWARD HUGHES CORP/THE	COM	44267D10	6,510	54,204	SH		SOLE		54,204	0	0
HUDSON PACIFIC PROPERTIES IN	COM	44409710	3,827	175,000	SH		SOLE		175,000	0	0
HUNTINGTON INGALLS INDUSTRIE	COM	44641310	17,102	190,000	SH		SOLE		190,000	0	0
HUNTSMAN CORP	COM	44701110	29,520	1,200,000	SH		SOLE		1,200,000	0	0
IDACORP INC	COM	45110710	2,074	40,000	SH		SOLE		40,000	0	0
INCYTE CORP	COM	45337C10	7,848	155,000	SH		SOLE		155,000	0	0
INDEPENDENCE REALTY TRUST IN	COM	45378A10	1,543	185,000	SH		SOLE		185,000	0	0
INFORMATICA CORP	COM	45666Q10	16,600	400,000	SH		SOLE		400,000	0	0
INGERSOLL RAND PLC	SHS	G4779110	6,160	100,000	SH		SOLE		100,000	0	0
INGREDION INC	COM	45718710	27,384	400,000	SH		SOLE		400,000	0	0
INTEGRATED DEVICE TECH INC	COM	45811810	5,095	500,000	SH		SOLE		500,000	0	0
INTEGRATED SILICON SOLUTION	COM	45812P10	361	29,870	SH		SOLE		29,870	0	0
INTEGRYS ENERGY GROUP INC	COM	45822P10	1,496	27,500	SH		SOLE		27,500	0	0
INTEL CORP	COM	45814010	83,072	3,200,000	SH		SOLE		3,200,000	0	0
INTERDIGITAL INC	COM	45867G10	1,475	50,000	SH		SOLE		50,000	0	0
INTERMUNE INC	COM	45884X10	2,799	190,000	SH		SOLE		190,000	0	0
INTERNAP NETWORK SERVICES	COM PAR $.001	45885A30	3,008	400,000	SH		SOLE		400,000	0	0
INTL BUSINESS MACHINES CORP	COM	45920010	211,955	1,130,000	SH		SOLE		1,130,000	0	0
INTL GAME TECHNOLOGY	COM	45990210	2,270	125,000	SH		SOLE		125,000	0	0
INVENSENSE INC	COM	46123D20	3,117	150,000	SH		SOLE		150,000	0	0
ION GEOPHYSICAL CORP	COM	46204410	908	275,000	SH		SOLE		275,000	0	0
IPG PHOTONICS CORP	COM	44980X10	11,642	150,000	SH		SOLE		150,000	0	0
IROBOT CORP	COM	46272610	695	20,000	SH		SOLE		20,000	0	0
IRON MOUNTAIN INC	COM	46284610	2,522	83,108	SH		SOLE		83,108	0	0
ISIS PHARMACEUTICALS INC	COM	46433010	2,390	60,000	SH		SOLE		60,000	0	0
IXIA	COM	45071R10	6,655	500,000	SH		SOLE		500,000	0	0
J + J SNACK FOODS CORP	COM	46603210	32,778	370,000	SH		SOLE		370,000	0	0
J.C. PENNEY CO INC	COM	70816010	18,300	2,000,000	SH		SOLE		2,000,000	0	0
JARDEN CORP	COM	47110910	24,387	397,500	SH		SOLE		397,500	0	0
JDS UNIPHASE CORP	COM PAR $0.001	46612J50	3,894	300,000	SH		SOLE		300,000	0	0
JM SMUCKER CO/THE	COM NEW	83269640	6,948	67,056	SH		SOLE		67,056	0	0
JOHNSON + JOHNSON	COM	47816010	285,303	3,115,000	SH		SOLE		3,115,000	0	0
JOHNSON CONTROLS INC	COM	47836610	15,390	300,000	SH		SOLE		300,000	0	0
JONES GROUP INC/THE	COM	48020T10	5,685	380,000	SH		SOLE		380,000	0	0
JPMORGAN CHASE + CO	COM	46625H10	296,494	5,070,000	SH		SOLE		5,070,000	0	0
JUNIPER NETWORKS INC	COM	48203R10	65,453	2,900,000	SH		SOLE		2,900,000	0	0
KANSAS CITY SOUTHERN	COM NEW	48517030	112,686	910,000	SH		SOLE		910,000	0	0
KBR INC	COM	48242W10	25,512	800,000	SH		SOLE		800,000	0	0
KELLOGG CO	COM	48783610	13,741	225,000	SH		SOLE		225,000	0	0
KFORCE INC	COM	49373210	5,831	285,000	SH		SOLE		285,000	0	0
KID BRANDS INC	COM	49375T10	459	450,000	SH		SOLE		450,000	0	0
KILROY REALTY CORP	COM	49427F10	2,961	59,000	SH		SOLE		59,000	0	0
KIMBERLY CLARK CORP	COM	49436810	80,957	775,000	SH		SOLE		775,000	0	0
KIMCO REALTY CORP	COM	49446R10	7,564	383,000	SH		SOLE		383,000	0	0
KINDER MORGAN INC	COM	49456B10	50,648	1,406,887	SH		SOLE		1,406,887	0	0
KINDER MORGAN INC	*W EXP 05/25/201	49456B11	1,587	390,848	SH		SOLE		390,848	0	0
KIRBY CORP	COM	49726610	1,985	20,000	SH		SOLE		20,000	0	0
KLA TENCOR CORPORATION	COM	48248010	6,446	100,000	SH		SOLE		100,000	0	0
KOPPERS HOLDINGS INC	COM	50060P10	24,248	530,000	SH		SOLE		530,000	0	0
KORN/FERRY INTERNATIONAL	COM NEW	50064320	1,713	65,600	SH		SOLE		65,600	0	0
KRAFT FOODS GROUP INC	COM	50076Q10	27,736	514,387	SH		SOLE		514,387	0	0
KROGER CO	COM	50104410	21,781	551,000	SH		SOLE		551,000	0	0
L 3 COMMUNICATIONS HOLDINGS	COM	50242410	55,567	520,000	SH		SOLE		520,000	0	0
L BRANDS INC	COM	50179710	4,948	80,000	SH		SOLE		80,000	0	0
LA Z BOY INC	COM	50533610	4,185	135,000	SH		SOLE		135,000	0	0
LABORATORY CRP OF AMER HLDGS	COM NEW	50540R40	14,619	160,000	SH		SOLE		160,000	0	0
LAM RESEARCH CORP	COM	51280710	16,335	300,000	SH		SOLE		300,000	0	0
LAS VEGAS SANDS CORP	COM	51783410	44,483	564,000	SH		SOLE		564,000	0	0
LASALLE HOTEL PROPERTIES	COM SH BEN INT	51794210	1,481	48,002	SH		SOLE		48,002	0	0
LEAPFROG ENTERPRISES INC	CL A	52186N10	635	80,000	SH		SOLE		80,000	0	0
LEGG MASON INC	COM	52490110	60,002	1,380,000	SH		SOLE		1,380,000	0	0
LEIDOS HOLDINGS INC	COM	52532710	2,092	45,000	SH		SOLE		45,000	0	0
LENNAR CORP B SHS	CL B	52605730	1,686	50,000	SH		SOLE		50,000	0	0
LENNAR CORP A	CL A	52605710	5,618	142,000	SH		SOLE		142,000	0	0
LGI HOMES INC	COM	50187T10	2,669	150,000	SH		SOLE		150,000	0	0
LIBERTY MEDIA CORP A	CL A	53122910	64,438	440,000	SH		SOLE		440,000	0	0
LIFEPOINT HOSPITALS INC	COM	53219L10	12,215	231,164	SH		SOLE		231,164	0	0
LIGAND PHARMACEUTICALS CL B	COM NEW	53220K50	1,701	32,331	SH		SOLE		32,331	0	0
LIMELIGHT NETWORKS INC	COM	53261M10	554	280,000	SH		SOLE		280,000	0	0
LIMONEIRA CO	COM	53274610	4,919	185,000	SH		SOLE		185,000	0	0
LINCOLN NATIONAL CORP	COM	53418710	77,688	1,505,000	SH		SOLE		1,505,000	0	0
LINKEDIN CORP A	COM CL A	53578A10	26,020	120,000	SH		SOLE		120,000	0	0
LINN CO LLC	COMSHS LTD INT	53578210	25,880	840,000	SH		SOLE		840,000	0	0
LIONS GATE ENTERTAINMENT COR	COM NEW	53591920	43,058	1,360,000	SH		SOLE		1,360,000	0	0
LIPOSCIENCE INC	COM	53630M10	191	45,000	SH		SOLE		45,000	0	0
LIVEPERSON INC	COM	53814610	6,817	460,000	SH		SOLE		460,000	0	0
LMI AEROSPACE INC	COM	50207910	8,402	570,000	SH		SOLE		570,000	0	0
LOCKHEED MARTIN CORP	COM	53983010	29,732	200,000	SH		SOLE		200,000	0	0
LOJACK CORPORATION	COM	53945110	1,661	460,000	SH		SOLE		460,000	0	0
LORILLARD INC	COM	54414710	20,272	400,000	SH		SOLE		400,000	0	0
LOUISIANA PACIFIC CORP	COM	54634710	20,361	1,100,000	SH		SOLE		1,100,000	0	0
LOWE S COS INC	COM	54866110	59,460	1,200,000	SH		SOLE		1,200,000	0	0
LULULEMON ATHLETICA INC	COM	55002110	2,538	43,000	SH		SOLE		43,000	0	0
LYONDELLBASELL INDU CL A	SHS - A -	N5374510	52,182	650,000	SH		SOLE		650,000	0	0
MACQUARIE INFRASTRUCTURE CO	MEMBERSHIP INT	55608B10	1,388	25,500	SH		SOLE		25,500	0	0
MACY S INC	COM	55616P10	17,622	330,000	SH		SOLE		330,000	0	0
MANPOWERGROUP INC	COM	56418H10	4,293	50,000	SH		SOLE		50,000	0	0
MARATHON OIL CORP	COM	56584910	14,531	411,644	SH		SOLE		411,644	0	0
MARATHON PETROLEUM CORP	COM	56585A10	43,113	470,000	SH		SOLE		470,000	0	0
MARCUS + MILLICHAP INC	COM	56632410	1,118	75,000	SH		SOLE		75,000	0	0
MARIN SOFTWARE INC	COM	56804T10	410	40,000	SH		SOLE		40,000	0	0
MARRIOTT INTERNATIONAL CL A	CL A	57190320	9,463	191,705	SH		SOLE		191,705	0	0
MARSH + MCLENNAN COS	COM	57174810	16,491	341,000	SH		SOLE		341,000	0	0
MARTIN MARIETTA MATERIALS	COM	57328410	20,987	210,000	SH		SOLE		210,000	0	0
MASTEC INC	COM	57632310	48,916	1,495,000	SH		SOLE		1,495,000	0	0
MASTERCARD INC CLASS A	CL A	57636Q10	62,660	75,000	SH		SOLE		75,000	0	0
MATTEL INC	COM	57708110	30,927	650,000	SH		SOLE		650,000	0	0
MATTRESS FIRM HOLDING CORP	COM	57722W10	861	20,000	SH		SOLE		20,000	0	0
MCCORMICK + CO NON VTG SHRS	COM NON VTG	57978020	16,885	245,000	SH		SOLE		245,000	0	0
MCDERMOTT INTL INC	COM	58003710	43,510	4,750,000	SH		SOLE		4,750,000	0	0
MCDONALD S CORP	COM	58013510	68,689	707,913	SH		SOLE		707,913	0	0
MCKESSON CORP	COM	58155Q10	28,245	175,000	SH		SOLE		175,000	0	0
MDU RESOURCES GROUP INC	COM	55269010	3,055	100,000	SH		SOLE		100,000	0	0
MEAD JOHNSON NUTRITION CO	COM	58283910	12,482	149,026	SH		SOLE		149,026	0	0
MEADWESTVACO CORP	COM	58333410	6,463	175,000	SH		SOLE		175,000	0	0
MEDTRONIC INC	COM	58505510	42,469	740,000	SH		SOLE		740,000	0	0
MENTOR GRAPHICS CORP	COM	58720010	6,258	260,000	SH		SOLE		260,000	0	0
MERCANTILE BANK CORP	COM	58737610	1,022	47,339	SH		SOLE		47,339	0	0
MERCK + CO. INC.	COM	58933Y10	282,532	5,645,000	SH		SOLE		5,645,000	0	0
MERIDIAN BIOSCIENCE INC	COM	58958410	1,327	50,000	SH		SOLE		50,000	0	0
METLIFE INC	COM	59156R10	112,531	2,087,000	SH		SOLE		2,087,000	0	0
MICROCHIP TECHNOLOGY INC	COM	59501710	11,188	250,000	SH		SOLE		250,000	0	0
MICRON TECHNOLOGY INC	COM	59511210	26,112	1,200,000	SH		SOLE		1,200,000	0	0
MICROSEMI CORP	COM	59513710	4,990	200,000	SH		SOLE		200,000	0	0
MICROSOFT CORP	COM	59491810	404,244	10,800,000	SH		SOLE		10,800,000	0	0
MICROSTRATEGY INC CL A	CL A NEW	59497240	3,106	25,000	SH		SOLE		25,000	0	0
MID AMERICA APARTMENT COMM	COM	59522J10	3,064	50,450	SH		SOLE		50,450	0	0
MIDDLESEX WATER CO	COM	59668010	3,565	170,268	SH		SOLE		170,268	0	0
MILLENNIAL MEDIA INC	COM	60040N10	1,454	200,000	SH		SOLE		200,000	0	0
MINE SAFETY APPLIANCES CO	COM	60272010	8,706	170,000	SH		SOLE		170,000	0	0
MOHAWK INDUSTRIES INC	COM	60819010	5,063	34,000	SH		SOLE		34,000	0	0
MOLSON COORS BREWING CO B	CL B	60871R20	11,230	200,000	SH		SOLE		200,000	0	0
MOLYCORP INC	COM	60875310	562	100,000	SH		SOLE		100,000	0	0
MONDELEZ INTERNATIONAL INC A	CL A	60920710	52,003	1,473,163	SH		SOLE		1,473,163	0	0
MONEYGRAM INTERNATIONAL INC	COM NEW	60935Y20	1,039	50,000	SH		SOLE		50,000	0	0
MONSANTO CO	COM	61166W10	83,917	720,000	SH		SOLE		720,000	0	0
MONSTER BEVERAGE CORP	COM	61174010	41,340	610,000	SH		SOLE		610,000	0	0
MORGAN STANLEY	COM NEW	61744644	61,152	1,950,000	SH		SOLE		1,950,000	0	0
MOSAIC CO/THE	COM	61945C10	64,996	1,375,000	SH		SOLE		1,375,000	0	0
MOVADO GROUP INC	COM	62458010	770	17,500	SH		SOLE		17,500	0	0
MOVE INC	COM NEW	62458M20	8,635	540,000	SH		SOLE		540,000	0	0
MSC INDUSTRIAL DIRECT CO A	CL A	55353010	13,344	165,000	SH		SOLE		165,000	0	0
MSCI INC	COM	55354G10	2,186	50,000	SH		SOLE		50,000	0	0
MURPHY OIL CORP	COM	62671710	6,488	100,000	SH		SOLE		100,000	0	0
MURPHY USA INC	COM	62675510	1,891	45,500	SH		SOLE		45,500	0	0
MWI VETERINARY SUPPLY INC	COM	55402X10	1,706	10,000	SH		SOLE		10,000	0	0
MYLAN INC	COM	62853010	13,161	303,255	SH		SOLE		303,255	0	0
NABORS INDUSTRIES LTD	SHS	G6359F10	7,051	415,000	SH		SOLE		415,000	0	0
NATIONAL CINEMEDIA INC	COM	63530910	15,369	770,000	SH		SOLE		770,000	0	0
NATIONAL FUEL GAS CO	COM	63618010	7,319	102,500	SH		SOLE		102,500	0	0
NATIONAL OILWELL VARCO INC	COM	63707110	20,678	260,000	SH		SOLE		260,000	0	0
NAVISTAR INTERNATIONAL CORP	COM	63934E10	38,190	1,000,000	SH		SOLE		1,000,000	0	0
NEKTAR THERAPEUTICS	COM	64026810	1,192	105,000	SH		SOLE		105,000	0	0
NEW JERSEY RESOURCES CORP	COM	64602510	2,081	45,000	SH		SOLE		45,000	0	0
NEW YORK COMMUNITY BANCORP	COM	64944510	3,982	236,331	SH		SOLE		236,331	0	0
NEWELL RUBBERMAID INC	COM	65122910	25,928	800,000	SH		SOLE		800,000	0	0
NEWFIELD EXPLORATION CO	COM	65129010	5,911	240,000	SH		SOLE		240,000	0	0
NEWMONT MINING CORP	COM	65163910	11,791	512,000	SH		SOLE		512,000	0	0
NEWPARK RESOURCES INC	COM PAR $.01NEW	65171850	14,011	1,140,000	SH		SOLE		1,140,000	0	0
NEWS CORP CLASS A	CL A	65249B10	4,055	225,000	SH		SOLE		225,000	0	0
NEXTERA ENERGY INC	COM	65339F10	65,927	770,000	SH		SOLE		770,000	0	0
NIC INC	COM	62914B10	11,440	460,000	SH		SOLE		460,000	0	0
NIKE INC CL B	CL B	65410610	35,152	447,000	SH		SOLE		447,000	0	0
NIMBLE STORAGE INC	COM	65440R10	227	5,000	SH		SOLE		5,000	0	0
NISOURCE INC	COM	65473P10	8,746	266,000	SH		SOLE		266,000	0	0
NOBLE CORP PLC	SHS USD	G6543110	3,747	100,000	SH		SOLE		100,000	0	0
NOBLE ENERGY INC	COM	65504410	13,826	203,000	SH		SOLE		203,000	0	0
NORDSTROM INC	COM	65566410	10,506	170,000	SH		SOLE		170,000	0	0
NORFOLK SOUTHERN CORP	COM	65584410	42,702	460,000	SH		SOLE		460,000	0	0
NORTHEAST UTILITIES	COM	66439710	10,682	252,000	SH		SOLE		252,000	0	0
NORTHERN TRUST CORP	COM	66585910	9,902	160,000	SH		SOLE		160,000	0	0
NORTHSTAR REALTY FINANCE COR	COM	66704R10	3,539	263,128	SH		SOLE		263,128	0	0
NOVATEL WIRELESS INC	COM NEW	66987M60	36	15,000	SH		SOLE		15,000	0	0
NRG ENERGY INC	COM NEW	62937750	10,052	350,000	SH		SOLE		350,000	0	0
NTN BUZZTIME INC	COM NEW	62941030	315	500,000	SH		SOLE		500,000	0	0
NVE CORP	COM NEW	62944520	1,166	20,000	SH		SOLE		20,000	0	0
NVIDIA CORP	COM	67066G10	10,413	650,000	SH		SOLE		650,000	0	0
NVR INC	COM	62944T10	34,884	34,000	SH		SOLE		34,000	0	0
NXSTAGE MEDICAL INC	COM	67072V10	767	76,700	SH		SOLE		76,700	0	0
OCCIDENTAL PETROLEUM CORP	COM	67459910	43,271	455,000	SH		SOLE		455,000	0	0
OCEANEERING INTL INC	COM	67523210	8,361	106,000	SH		SOLE		106,000	0	0
OCLARO INC	COM NEW	67555N20	498	200,000	SH		SOLE		200,000	0	0
OFFICE DEPOT INC	COM	67622010	640	121,050	SH		SOLE		121,050	0	0
OGE ENERGY CORP	COM	67083710	1,695	50,000	SH		SOLE		50,000	0	0
OLD DOMINION FREIGHT LINE	COM	67958010	2,651	50,000	SH		SOLE		50,000	0	0
OMNICARE INC	COM	68190410	4,527	75,000	SH		SOLE		75,000	0	0
OMNICOM GROUP	COM	68191910	7,437	100,000	SH		SOLE		100,000	0	0
ON SEMICONDUCTOR CORPORATION	COM	68218910	1,648	200,000	SH		SOLE		200,000	0	0
ONEOK INC	COM	68268010	54,284	873,000	SH		SOLE		873,000	0	0
OPHTHOTECH CORP	COM	68374510	566	17,500	SH		SOLE		17,500	0	0
ORACLE CORP	COM	68389X10	38,260	1,000,000	SH		SOLE		1,000,000	0	0
ORMAT TECHNOLOGIES INC	COM	68668810	3,809	140,000	SH		SOLE		140,000	0	0
OSI SYSTEMS INC	COM	67104410	5,311	100,000	SH		SOLE		100,000	0	0
OXFORD INDUSTRIES INC	COM	69149730	3,388	42,000	SH		SOLE		42,000	0	0
P G + E CORP	COM	69331C10	16,636	413,000	SH		SOLE		413,000	0	0
PACER INTERNATIONAL INC	COM	69373H10	1,239	150,000	SH		SOLE		150,000	0	0
PALO ALTO NETWORKS INC	COM	69743510	4,598	80,000	SH		SOLE		80,000	0	0
PARKE BANCORP INC	COM	70088510	935	103,856	SH		SOLE		103,856	0	0
PATTERSON UTI ENERGY INC	COM	70348110	3,064	121,000	SH		SOLE		121,000	0	0
PCM INC	COM	69323K10	1,900	185,000	SH		SOLE		185,000	0	0
PDL BIOPHARMA INC	COM	69329Y10	2,068	245,000	SH		SOLE		245,000	0	0
PEABODY ENERGY CORP	COM	70454910	8,593	440,000	SH		SOLE		440,000	0	0
PEBBLEBROOK HOTEL TRUST	COM	70509V10	14,086	457,934	SH		SOLE		457,934	0	0
PENN NATIONAL GAMING INC	COM	70756910	287	20,000	SH		SOLE		20,000	0	0
PENN VIRGINIA CORP	COM	70788210	3,772	400,000	SH		SOLE		400,000	0	0
PENSKE AUTOMOTIVE GROUP INC	COM	70959W10	7,640	162,000	SH		SOLE		162,000	0	0
PEPCO HOLDINGS INC	COM	71329110	5,165	270,000	SH		SOLE		270,000	0	0
PEPSICO INC	COM	71344810	177,458	2,139,600	SH		SOLE		2,139,600	0	0
PERKINELMER INC	COM	71404610	4,123	100,000	SH		SOLE		100,000	0	0
PERRIGO CO PLC	COM	71429010	61,384	400,000	SH		SOLE		400,000	0	0
PETSMART INC	COM	71676810	34,193	470,000	SH		SOLE		470,000	0	0
PFIZER INC	COM	71708110	278,036	9,077,236	SH		SOLE		9,077,236	0	0
PHARMACYCLICS INC	COM	71693310	2,116	20,000	SH		SOLE		20,000	0	0
PHARMERICA CORP	COM	71714F10	323	15,000	SH		SOLE		15,000	0	0
PHILIP MORRIS INTERNATIONAL	COM	71817210	232,289	2,666,000	SH		SOLE		2,666,000	0	0
PHILLIPS 66	COM	71854610	32,395	420,000	SH		SOLE		420,000	0	0
PHOTRONICS INC	COM	71940510	2,258	250,000	SH		SOLE		250,000	0	0
PIEDMONT NATURAL GAS CO	COM	72018610	1,161	35,000	SH		SOLE		35,000	0	0
PIER 1 IMPORTS INC	COM	72027910	10,098	437,500	SH		SOLE		437,500	0	0
PINNACLE WEST CAPITAL	COM	72348410	5,027	95,000	SH		SOLE		95,000	0	0
PIONEER NATURAL RESOURCES CO	COM	72378710	19,327	105,000	SH		SOLE		105,000	0	0
PLX TECHNOLOGY INC	COM	69341710	14,476	2,200,000	SH		SOLE		2,200,000	0	0
PLY GEM HOLDINGS INC	COM	72941W10	3,336	185,000	SH		SOLE		185,000	0	0
PNC FINANCIAL SERVICES GROUP	COM	69347510	92,323	1,190,031	SH		SOLE		1,190,031	0	0
PNM RESOURCES INC	COM	69349H10	1,930	80,000	SH		SOLE		80,000	0	0
POTLATCH CORP	COM	73763010	7,096	170,000	SH		SOLE		170,000	0	0
POWER SOLUTIONS INTERNATIONA	COM NEW	73933G20	6,759	90,000	SH		SOLE		90,000	0	0
PPG INDUSTRIES INC	COM	69350610	13,276	70,000	SH		SOLE		70,000	0	0
PPL CORPORATION	COM	69351T10	51,950	1,726,500	SH		SOLE		1,726,500	0	0
PRAXAIR INC	COM	74005P10	89,071	685,000	SH		SOLE		685,000	0	0
PRECISION CASTPARTS CORP	COM	74018910	117,146	435,000	SH		SOLE		435,000	0	0
PRIMERICA INC	COM	74164M10	23,171	540,000	SH		SOLE		540,000	0	0
PROCTER + GAMBLE CO/THE	COM	74271810	258,472	3,174,945	SH		SOLE		3,174,945	0	0
PROGRESSIVE CORP	COM	74331510	8,181	300,000	SH		SOLE		300,000	0	0
PROLOGIS INC	COM	74340W10	13,117	355,000	SH		SOLE		355,000	0	0
PROS HOLDINGS INC	COM	74346Y10	34,314	860,000	SH		SOLE		860,000	0	0
PROVIDENT FINANCIAL SERVICES	COM	74386T10	3,478	180,000	SH		SOLE		180,000	0	0
PRUDENTIAL FINANCIAL INC	COM	74432010	144,693	1,569,000	SH		SOLE		1,569,000	0	0
PTC INC	COM	69370C10	53,085	1,500,000	SH		SOLE		1,500,000	0	0
PUBLIC SERVICE ENTERPRISE GP	COM	74457310	12,816	400,000	SH		SOLE		400,000	0	0
PUBLIC STORAGE	COM	74460D10	8,542	56,750	SH		SOLE		56,750	0	0
PVH CORP	COM	69365610	9,453	69,500	SH		SOLE		69,500	0	0
QEP RESOURCES INC	COM	74733V10	3,065	100,000	SH		SOLE		100,000	0	0
QLIK TECHNOLOGIES INC	COM	74733T10	14,380	540,000	SH		SOLE		540,000	0	0
QUALCOMM INC	COM	74752510	142,560	1,920,000	SH		SOLE		1,920,000	0	0
QUANTA SERVICES INC	COM	74762E10	71,010	2,250,000	SH		SOLE		2,250,000	0	0
QUEST DIAGNOSTICS INC	COM	74834L10	28,644	535,000	SH		SOLE		535,000	0	0
QUESTAR CORP	COM	74835610	4,598	200,000	SH		SOLE		200,000	0	0
RACKSPACE HOSTING INC	COM	75008610	26,608	680,000	SH		SOLE		680,000	0	0
RALPH LAUREN CORP	CL A	75121210	5,032	28,500	SH		SOLE		28,500	0	0
RANGE RESOURCES CORP	COM	75281A10	12,647	150,000	SH		SOLE		150,000	0	0
RAYMOND JAMES FINANCIAL INC	COM	75473010	39,143	750,000	SH		SOLE		750,000	0	0
RAYONIER INC	COM	75490710	6,315	150,000	SH		SOLE		150,000	0	0
RAYTHEON COMPANY	COM NEW	75511150	34,013	375,000	SH		SOLE		375,000	0	0
RE/MAX HOLDINGS INC CL A	CL A	75524W10	481	15,000	SH		SOLE		15,000	0	0
REALNETWORKS INC	COM NEW	75605L70	227	30,000	SH		SOLE		30,000	0	0
RED HAT INC	COM	75657710	11,208	200,000	SH		SOLE		200,000	0	0
REDWOOD TRUST INC	COM	75807540	4,165	215,000	SH		SOLE		215,000	0	0
REGAL ENTERTAINMENT GROUP A	CL A	75876610	6,030	310,000	SH		SOLE		310,000	0	0
REGIONS FINANCIAL CORP	COM	7591EP10	36,593	3,700,000	SH		SOLE		3,700,000	0	0
REINSURANCE GROUP OF AMERICA	COM NEW	75935160	6,214	80,272	SH		SOLE		80,272	0	0
REPUBLIC SERVICES INC	COM	76075910	14,940	450,000	SH		SOLE		450,000	0	0
RESMED INC	COM	76115210	1,469	31,200	SH		SOLE		31,200	0	0
RESOURCE AMERICA INC CL A	CL A	76119520	936	100,000	SH		SOLE		100,000	0	0
REXFORD INDUSTRIAL REALTY IN	COM	76169C10	1,650	125,000	SH		SOLE		125,000	0	0
REXNORD CORP	COM	76169B10	18,907	700,000	SH		SOLE		700,000	0	0
REYNOLDS AMERICAN INC	COM	76171310	58,888	1,178,000	SH		SOLE		1,178,000	0	0
RIGNET INC	COM	76658210	9,586	200,000	SH		SOLE		200,000	0	0
RIVERBED TECHNOLOGY INC	COM	76857310	21,696	1,200,000	SH		SOLE		1,200,000	0	0
ROBERT HALF INTL INC	COM	77032310	11,421	272,000	SH		SOLE		272,000	0	0
ROCK TENN COMPANY CL A	CL A	77273920	52,505	500,000	SH		SOLE		500,000	0	0
ROCKET FUEL INC	COM	77311110	615	10,000	SH		SOLE		10,000	0	0
ROCKWOOD HOLDINGS INC	COM	77441510	1,079	15,000	SH		SOLE		15,000	0	0
ROSS STORES INC	COM	77829610	2,623	35,000	SH		SOLE		35,000	0	0
ROVI CORP	COM	77937610	8,270	420,000	SH		SOLE		420,000	0	0
ROWAN COMPANIES PLC A	SHS CL A	G7665A10	4,597	130,000	SH		SOLE		130,000	0	0
RYDER SYSTEM INC	COM	78354910	7,378	100,000	SH		SOLE		100,000	0	0
SABRA HEALTH CARE REIT INC	COM	78573L10	14,638	560,000	SH		SOLE		560,000	0	0
SAFEGUARD SCIENTIFICS INC	COM NEW	78644920	5,023	250,000	SH		SOLE		250,000	0	0
SAGA COMMUNICATIONS INC CL A	CL A NEW	78659830	4,024	80,000	SH		SOLE		80,000	0	0
SANDISK CORP	COM	80004C10	7,054	100,000	SH		SOLE		100,000	0	0
SCANA CORP	COM	80589M10	5,162	110,000	SH		SOLE		110,000	0	0
SCHWAB (CHARLES) CORP	COM	80851310	12,220	470,000	SH		SOLE		470,000	0	0
SCIENCE APPLICATIONS INTE	COM	80862510	850	25,714	SH		SOLE		25,714	0	0
SCIQUEST INC	COM	80908T10	3,418	120,000	SH		SOLE		120,000	0	0
SEACHANGE INTERNATIONAL INC	COM	81169910	3,283	270,000	SH		SOLE		270,000	0	0
SEALED AIR CORP	COM	81211K10	26,389	775,000	SH		SOLE		775,000	0	0
SEMPRA ENERGY	COM	81685110	15,708	175,000	SH		SOLE		175,000	0	0
SEQUENTIAL BRANDS GROUP INC	COM NEW	81734020	5,520	1,024,200	SH		SOLE		1,024,200	0	0
SI FINANCIAL GROUP INC	COM	78425V10	325	26,943	SH		SOLE		26,943	0	0
SIGNATURE BANK	COM	82669G10	1,611	15,000	SH		SOLE		15,000	0	0
SILICON IMAGE INC	COM	82705T10	1,384	225,000	SH		SOLE		225,000	0	0
SIMON PROPERTY GROUP INC	COM	82880610	41,681	273,927	SH		SOLE		273,927	0	0
SINCLAIR BROADCAST GROUP A	CL A	82922610	4,109	115,000	SH		SOLE		115,000	0	0
SKECHERS USA INC CL A	CL A	83056610	2,982	90,000	SH		SOLE		90,000	0	0
SL GREEN REALTY CORP	COM	78440X10	5,243	56,750	SH		SOLE		56,750	0	0
SM ENERGY CO	COM	78454L10	2,493	30,000	SH		SOLE		30,000	0	0
SNYDERS LANCE INC	COM	83355110	3,159	110,000	SH		SOLE		110,000	0	0
SONIC AUTOMOTIVE INC CLASS A	CL A	83545G10	4,945	202,000	SH		SOLE		202,000	0	0
SONUS NETWORKS INC	COM	83591610	630	200,000	SH		SOLE		200,000	0	0
SOUTH JERSEY INDUSTRIES	COM	83851810	1,959	35,000	SH		SOLE		35,000	0	0
SOUTHERN CO/THE	COM	84258710	28,407	691,000	SH		SOLE		691,000	0	0
SOUTHWEST AIRLINES CO	COM	84474110	64,056	3,400,000	SH		SOLE		3,400,000	0	0
SOUTHWEST GAS CORP	COM	84489510	1,957	35,000	SH		SOLE		35,000	0	0
SOUTHWESTERN ENERGY CO	COM	84546710	9,439	240,000	SH		SOLE		240,000	0	0
SOVRAN SELF STORAGE INC	COM	84610H10	782	12,000	SH		SOLE		12,000	0	0
SPECTRA ENERGY CORP	COM	84756010	15,317	430,000	SH		SOLE		430,000	0	0
SPIRIT AEROSYSTEMS HOLD CL A	COM CL A	84857410	27,094	795,000	SH		SOLE		795,000	0	0
SPRINT CORP	COM SER 1	85207U10	1,613	150,000	SH		SOLE		150,000	0	0
ST JUDE MEDICAL INC	COM	79084910	44,604	720,000	SH		SOLE		720,000	0	0
STAG INDUSTRIAL INC	COM	85254J10	5,607	275,000	SH		SOLE		275,000	0	0
STARBUCKS CORP	COM	85524410	47,034	600,000	SH		SOLE		600,000	0	0
STARWOOD HOTELS + RESORTS	COM	85590A40	5,696	71,695	SH		SOLE		71,695	0	0
STARWOOD PROPERTY TRUST INC	COM	85571B10	19,071	688,500	SH		SOLE		688,500	0	0
STATE STREET CORP	COM	85747710	22,604	308,000	SH		SOLE		308,000	0	0
STEELCASE INC CL A	CL A	85815520	3,886	245,000	SH		SOLE		245,000	0	0
STERICYCLE INC	COM	85891210	3,485	30,000	SH		SOLE		30,000	0	0
STEVEN MADDEN LTD	COM	55626910	11,261	307,750	SH		SOLE		307,750	0	0
STIFEL FINANCIAL CORP	COM	86063010	23,002	480,000	SH		SOLE		480,000	0	0
STRATEGIC HOTELS + RESORTS I	COM	86272T10	2,930	310,000	SH		SOLE		310,000	0	0
STREAMLINE HEALTH SOLUTIONS	COM	86323X10	349	50,000	SH		SOLE		50,000	0	0
STRYKER CORP	COM	86366710	3,381	45,000	SH		SOLE		45,000	0	0
SUMMER INFANT INC	COM	86564610	543	300,000	SH		SOLE		300,000	0	0
SUN BANCORP INC NJ	COM	86663B10	116	33,075	SH		SOLE		33,075	0	0
SUN COMMUNITIES INC	COM	86667410	8,954	210,000	SH		SOLE		210,000	0	0
SUNCOKE ENERGY INC	COM	86722A10	912	40,000	SH		SOLE		40,000	0	0
SUNEDISON INC	COM	86732Y10	1,305	100,000	SH		SOLE		100,000	0	0
SUPERIOR ENERGY SERVICES INC	COM	86815710	1,996	75,000	SH		SOLE		75,000	0	0
SVB FINANCIAL GROUP	COM	78486Q10	9,962	95,000	SH		SOLE		95,000	0	0
SYMANTEC CORP	COM	87150310	11,790	500,000	SH		SOLE		500,000	0	0
SYNOPSYS INC	COM	87160710	10,548	260,000	SH		SOLE		260,000	0	0
SYSCO CORP	COM	87182910	12,274	340,000	SH		SOLE		340,000	0	0
T ROWE PRICE GROUP INC	COM	74144T10	24,084	287,500	SH		SOLE		287,500	0	0
TAL INTERNATIONAL GROUP INC	COM	87408310	46,454	810,000	SH		SOLE		810,000	0	0
TARGET CORP	COM	87612E10	28,148	444,880	SH		SOLE		444,880	0	0
TAUBMAN CENTERS INC	COM	87666410	1,246	19,500	SH		SOLE		19,500	0	0
TAYLOR MORRISON HOME CORP A	CL A	87724P10	22,113	985,000	SH		SOLE		985,000	0	0
TE CONNECTIVITY LTD	REG SHS	H8498910	36,373	660,000	SH		SOLE		660,000	0	0
TECO ENERGY INC	COM	87237510	4,155	241,000	SH		SOLE		241,000	0	0
TELEDYNE TECHNOLOGIES INC	COM	87936010	2,297	25,000	SH		SOLE		25,000	0	0
TENET HEALTHCARE CORP	COM NEW	88033G40	63,285	1,502,500	SH		SOLE		1,502,500	0	0
TERADATA CORP	COM	88076W10	13,647	300,000	SH		SOLE		300,000	0	0
TERADYNE INC	COM	88077010	5,286	300,000	SH		SOLE		300,000	0	0
TEXAS INDUSTRIES INC	COM	88249110	12,037	175,000	SH		SOLE		175,000	0	0
TEXAS INSTRUMENTS INC	COM	88250810	32,933	750,000	SH		SOLE		750,000	0	0
THERAVANCE INC	COM	88338T10	15,654	439,108	SH		SOLE		439,108	0	0
THERMO FISHER SCIENTIFIC INC	COM	88355610	13,139	118,000	SH		SOLE		118,000	0	0
THOR INDUSTRIES INC	COM	88516010	4,142	75,000	SH		SOLE		75,000	0	0
TIBCO SOFTWARE INC	COM	88632Q10	2,248	100,000	SH		SOLE		100,000	0	0
TIFFANY + CO	COM	88654710	6,866	74,000	SH		SOLE		74,000	0	0
TIME WARNER CABLE	COM	88732J20	73,170	540,000	SH		SOLE		540,000	0	0
TIME WARNER INC	COM NEW	88731730	97,608	1,400,000	SH		SOLE		1,400,000	0	0
TITAN INTERNATIONAL INC	COM	88830M10	25,172	1,400,000	SH		SOLE		1,400,000	0	0
TITAN MACHINERY INC	COM	88830R10	4,990	280,000	SH		SOLE		280,000	0	0
TIVO INC	COM	88870610	4,723	360,000	SH		SOLE		360,000	0	0
TJX COMPANIES INC	COM	87254010	37,601	590,000	SH		SOLE		590,000	0	0
TOLL BROTHERS INC	COM	88947810	54,464	1,472,000	SH		SOLE		1,472,000	0	0
TOOTSIE ROLL INDS	COM	89051610	2,801	86,088	SH		SOLE		86,088	0	0
TRACTOR SUPPLY COMPANY	COM	89235610	8,332	107,400	SH		SOLE		107,400	0	0
TRANSDIGM GROUP INC	COM	89364110	78,900	490,000	SH		SOLE		490,000	0	0
TRAVELCENTERS OF AMERICA LLC	COM	89417410	13,636	1,400,000	SH		SOLE		1,400,000	0	0
TRAVELERS COS INC/THE	COM	89417E10	38,896	429,595	SH		SOLE		429,595	0	0
TREEHOUSE FOODS INC	COM	89469A10	30,325	440,000	SH		SOLE		440,000	0	0
TRI POINTE HOMES INC	COM	87265H10	598	30,000	SH		SOLE		30,000	0	0
TRINITY INDUSTRIES INC	COM	89652210	1,145	21,000	SH		SOLE		21,000	0	0
TRIQUINT SEMICONDUCTOR INC	COM	89674K10	1,668	200,000	SH		SOLE		200,000	0	0
TRIUMPH GROUP INC	COM	89681810	84,438	1,110,000	SH		SOLE		1,110,000	0	0
TRW AUTOMOTIVE HOLDINGS CORP	COM	87264S10	38,683	520,000	SH		SOLE		520,000	0	0
TUPPERWARE BRANDS CORP	COM	89989610	9,831	104,000	SH		SOLE		104,000	0	0
TWENTY FIRST CENTURY FOX A	CL A	90130A10	63,324	1,800,000	SH		SOLE		1,800,000	0	0
TYCO INTERNATIONAL LTD	SHS	H8912810	32,832	800,000	SH		SOLE		800,000	0	0
UCP INC CL A	CL A	90265Y10	2,196	150,000	SH		SOLE		150,000	0	0
ULTA SALON COSMETICS + FRAGR	COM	90384S30	6,949	72,000	SH		SOLE		72,000	0	0
ULTRA CLEAN HOLDINGS INC	COM	90385V10	2,508	250,000	SH		SOLE		250,000	0	0
UMH PROPERTIES INC	COM	90300210	2,072	220,000	SH		SOLE		220,000	0	0
UNDER ARMOUR INC CLASS A	CL A	90431110	55,872	640,000	SH		SOLE		640,000	0	0
UNION PACIFIC CORP	COM	90781810	48,720	290,000	SH		SOLE		290,000	0	0
UNITED CONTINENTAL HOLDINGS	COM	91004710	12,295	325,000	SH		SOLE		325,000	0	0
UNITED NATURAL FOODS INC	COM	91116310	48,250	640,000	SH		SOLE		640,000	0	0
UNITED PARCEL SERVICE CL B	CL B	91131210	56,743	540,000	SH		SOLE		540,000	0	0
UNITED RENTALS INC	COM	91136310	90,812	1,165,000	SH		SOLE		1,165,000	0	0
UNITED STATES STEEL CORP	COM	91290910	295	10,000	SH		SOLE		10,000	0	0
UNITED TECHNOLOGIES CORP	COM	91301710	76,815	675,000	SH		SOLE		675,000	0	0
UNITED TECHNOLOGIES CORP	UNIT 99/99/9999	91301711	5,238	80,000	SH		SOLE		80,000	0	0
UNITED THERAPEUTICS CORP	COM	91307C10	2,262	20,000	SH		SOLE		20,000	0	0
UNITEDHEALTH GROUP INC	COM	91324P10	42,562	565,228	SH		SOLE		565,228	0	0
UNIVERSAL DISPLAY CORP	COM	91347P10	6,872	200,000	SH		SOLE		200,000	0	0
UNIVERSAL HEALTH SERVICES B	CL B	91390310	15,439	190,000	SH		SOLE		190,000	0	0
URBAN OUTFITTERS INC	COM	91704710	3,339	90,000	SH		SOLE		90,000	0	0
URS CORP	COM	90323610	39,478	745,000	SH		SOLE		745,000	0	0
US BANCORP	COM NEW	90297330	50,042	1,238,671	SH		SOLE		1,238,671	0	0
VAIL RESORTS INC	COM	91879Q10	2,257	30,000	SH		SOLE		30,000	0	0
VALASSIS COMMUNICATIONS INC	COM	91886610	2,740	80,000	SH		SOLE		80,000	0	0
VALERO ENERGY CORP	COM	91913Y10	20,160	400,000	SH		SOLE		400,000	0	0
VALUECLICK INC	COM	92046N10	10,984	470,000	SH		SOLE		470,000	0	0
VECTREN CORPORATION	COM	92240G10	2,485	70,000	SH		SOLE		70,000	0	0
VENTAS INC	COM	92276F10	4,010	70,000	SH		SOLE		70,000	0	0
VERIFONE SYSTEMS INC	COM	92342Y10	37,548	1,400,000	SH		SOLE		1,400,000	0	0
VERISIGN INC	COM	92343E10	7,174	120,000	SH		SOLE		120,000	0	0
VERISK ANALYTICS INC CLASS A	CL A	92345Y10	3,286	50,000	SH		SOLE		50,000	0	0
VERIZON COMMUNICATIONS INC	COM	92343V10	187,002	3,805,500	SH		SOLE		3,805,500	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F10	4,458	60,000	SH		SOLE		60,000	0	0
VIACOM INC CLASS B	CL B	92553P20	61,138	700,000	SH		SOLE		700,000	0	0
VIASAT INC	COM	92552V10	3,759	60,000	SH		SOLE		60,000	0	0
VISA INC CLASS A SHARES	COM CL A	92826C83	142,516	640,000	SH		SOLE		640,000	0	0
VISHAY INTERTECHNOLOGY INC	COM	92829810	1,326	100,000	SH		SOLE		100,000	0	0
VISHAY PRECISION GROUP	COM	92835K10	904	60,714	SH		SOLE		60,714	0	0
VORNADO REALTY TRUST	SH BEN INT	92904210	2,387	26,886	SH		SOLE		26,886	0	0
WABASH NATIONAL CORP	COM	92956610	27,294	2,210,000	SH		SOLE		2,210,000	0	0
WAL MART STORES INC	COM	93114210	129,524	1,646,000	SH		SOLE		1,646,000	0	0
WALGREEN CO	COM	93142210	25,320	440,800	SH		SOLE		440,800	0	0
WALT DISNEY CO/THE	COM DISNEY	25468710	190,236	2,490,000	SH		SOLE		2,490,000	0	0
WATTS WATER TECHNOLOGIES A	CL A	94274910	25,985	420,000	SH		SOLE		420,000	0	0
WCI COMMUNITIES INC	COM PAR $0.01	92923C80	764	40,000	SH		SOLE		40,000	0	0
WEB.COM GROUP INC	COM	94733A10	5,086	160,000	SH		SOLE		160,000	0	0
WELLPOINT INC	COM	94973V10	8,777	95,000	SH		SOLE		95,000	0	0
WELLS FARGO + CO	COM	94974610	377,728	8,320,000	SH		SOLE		8,320,000	0	0
WESTAR ENERGY INC	COM	95709T10	3,217	100,000	SH		SOLE		100,000	0	0
WESTERN UNION CO	COM	95980210	6,038	350,000	SH		SOLE		350,000	0	0
WEYERHAEUSER CO	COM	96216610	70,085	2,220,000	SH		SOLE		2,220,000	0	0
WEYERHAEUSER CO	PREF CONV SER A	96216687	5,604	100,000	SH		SOLE		100,000	0	0
WGL HOLDINGS INC	COM	92924F10	1,803	45,000	SH		SOLE		45,000	0	0
WHEELER REAL ESTATE INVESTME	COM	96302510	151	35,000	SH		SOLE		35,000	0	0
WHIRLPOOL CORP	COM	96332010	8,784	56,000	SH		SOLE		56,000	0	0
WHOLE FOODS MARKET INC	COM	96683710	2,892	50,000	SH		SOLE		50,000	0	0
WILLIAMS COS INC	COM	96945710	17,935	465,000	SH		SOLE		465,000	0	0
WISCONSIN ENERGY CORP	COM	97665710	7,954	192,400	SH		SOLE		192,400	0	0
WOODWARD INC	COM	98074510	2,281	50,000	SH		SOLE		50,000	0	0
WP CAREY INC	COM	92936U10	2,699	44,000	SH		SOLE		44,000	0	0
WPX ENERGY INC	COM	98212B10	5,401	265,000	SH		SOLE		265,000	0	0
WR BERKLEY CORP	COM	08442310	4,682	107,905	SH		SOLE		107,905	0	0
WYNDHAM WORLDWIDE CORP	COM	98310W10	18,201	247,000	SH		SOLE		247,000	0	0
XCEL ENERGY INC	COM	98389B10	11,735	420,000	SH		SOLE		420,000	0	0
XENOPORT INC	COM	98411C10	3,215	559,082	SH		SOLE		559,082	0	0
XL GROUP PLC	SHS	G9829010	8,915	280,000	SH		SOLE		280,000	0	0
XO GROUP INC	COM	98377210	7,133	480,000	SH		SOLE		480,000	0	0
YAHOO INC	COM	98433210	28,308	700,000	SH		SOLE		700,000	0	0
YUM BRANDS INC	COM	98849810	31,605	418,000	SH		SOLE		418,000	0	0
ZAIS FINANCIAL CORP	COM	98886K10	6,388	398,500	SH		SOLE		398,500	0	0
ZIMMER HOLDINGS INC	COM	98956P10	13,559	145,500	SH		SOLE		145,500	0	0
ZOETIS INC W/I	CL A	98978V10	65,322	1,998,234	SH		SOLE		1,998,234	0	0