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
3-D SYS CORP DEL	COM NEW	88554D205	35,490	600,000	SH		SOLE		600,000	0	0
ABBOTT LABS	COM	002824100	86,301	2,241,000	SH		SOLE		2,241,000	0	0
ABBVIE INC	COM	00287Y109	80,235	1,561,000	SH		SOLE		1,561,000	0	0
ACADIA RLTY TR	COM SH BEN INT	004239109	4,920	186,496	SH		SOLE		186,496	0	0
ACCELERON PHARMA INC	COM	00434H108	621	18,000	SH		SOLE		18,000	0	0
ACCO BRANDS CORP	COM	00081T108	1,306	212,000	SH		SOLE		212,000	0	0
ACE LTD	SHS	H0023R105	11,887	120,000	SH		SOLE		120,000	0	0
ACORDA THERAPEUTICS INC	COM	00484M106	3,412	90,000	SH		SOLE		90,000	0	0
ACTAVIS PLC	SHS	G0083B108	24,703	120,000	SH		SOLE		120,000	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	26,572	1,300,000	SH		SOLE		1,300,000	0	0
ADTRAN INC	COM	00738A106	3,662	150,000	SH		SOLE		150,000	0	0
ADVANCE AUTO PARTS INC	COM	00751Y106	8,855	70,000	SH		SOLE		70,000	0	0
AES CORP	COM	00130H105	10,710	750,000	SH		SOLE		750,000	0	0
AETNA INC NEW	COM	00817Y108	83,600	1,115,120	SH		SOLE		1,115,120	0	0
AFFILIATED MANAGERS GROUP	COM	008252108	4,001	20,000	SH		SOLE		20,000	0	0
AFLAC INC	COM	001055102	38,454	610,000	SH		SOLE		610,000	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	13,980	250,000	SH		SOLE		250,000	0	0
AGL RES INC	COM	001204106	3,427	70,000	SH		SOLE		70,000	0	0
AGREE REALTY CORP	COM	008492100	4,227	139,000	SH		SOLE		139,000	0	0
AKAMAI TECHNOLOGIES INC	COM	00971T101	4,657	80,000	SH		SOLE		80,000	0	0
AKORN INC	COM	009728106	1,100	50,000	SH		SOLE		50,000	0	0
ALASKA AIR GROUP INC	COM	011659109	47,588	510,000	SH		SOLE		510,000	0	0
ALEXANDER & BALDWIN INC NEW	COM	014491104	4,256	100,000	SH		SOLE		100,000	0	0
ALKERMES PLC	SHS	G01767105	2,866	65,000	SH		SOLE		65,000	0	0
ALLEGHANY CORP DEL	COM	017175100	3,890	9,550	SH		SOLE		9,550	0	0
ALLEGHENY TECHNOLOGIES INC	COM	01741R102	6,406	170,000	SH		SOLE		170,000	0	0
ALLEGION PUB LTD CO	ORD SHS	G0176J109	1,739	33,333	SH		SOLE		33,333	0	0
ALLERGAN INC	COM	018490102	113,800	917,000	SH		SOLE		917,000	0	0
ALLIANCE ONE INTL INC	COM	018772103	1,752	600,000	SH		SOLE		600,000	0	0
ALLIANT ENERGY CORP	COM	018802108	3,693	65,000	SH		SOLE		65,000	0	0
ALLSCRIPTS HEALTHCARE SOLUTN	COM	01988P108	1,262	70,000	SH		SOLE		70,000	0	0
ALLSTATE CORP	COM	020002101	20,315	359,054	SH		SOLE		359,054	0	0
ALTERA CORP	COM	021441100	18,120	500,000	SH		SOLE		500,000	0	0
ALTRIA GROUP INC	COM	02209S103	118,728	3,172,000	SH		SOLE		3,172,000	0	0
AMAG PHARMACEUTICALS INC	COM	00163U106	4,086	211,167	SH		SOLE		211,167	0	0
AMARIN CORP PLC	SPONS ADR NEW	023111206	338	187,000	SH		SOLE		187,000	0	0
AMAZON COM INC	COM	023135106	137,973	410,000	SH		SOLE		410,000	0	0
AMC NETWORKS INC	CL A	00164V103	59,203	810,000	SH		SOLE		810,000	0	0
AMEREN CORP	COM	023608102	6,880	167,000	SH		SOLE		167,000	0	0
AMERESCO INC	CL A	02361E108	945	125,000	SH		SOLE		125,000	0	0
AMERICAN AIRLS GROUP INC	COM	02376R102	32,940	900,000	SH		SOLE		900,000	0	0
AMERICAN APPAREL INC	COM	023850100	148	295,000	SH		SOLE		295,000	0	0
AMERICAN ASSETS TR INC	COM	024013104	6,664	197,500	SH		SOLE		197,500	0	0
AMERICAN CAMPUS CMNTYS INC	COM	024835100	9,095	243,516	SH		SOLE		243,516	0	0
AMERICAN CAP MTG INVT CORP	COM	02504A104	1,971	105,000	SH		SOLE		105,000	0	0
AMERICAN EAGLE OUTFITTERS NE	COM	02553E106	979	80,000	SH		SOLE		80,000	0	0
AMERICAN ELEC PWR INC	COM	025537101	15,502	306,000	SH		SOLE		306,000	0	0
AMERICAN EXPRESS CO	COM	025816109	71,754	797,000	SH		SOLE		797,000	0	0
AMERICAN INTL GROUP INC	COM NEW	026874784	61,112	1,222,000	SH		SOLE		1,222,000	0	0
AMERICAN RLTY CAP PPTYS INC	COM	02917T104	153	10,929	SH		SOLE		10,929	0	0
AMERICAN STS WTR CO	COM	029899101	1,453	45,000	SH		SOLE		45,000	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	73,683	900,000	SH		SOLE		900,000	0	0
AMERICAN WTR WKS CO INC NEW	COM	030420103	1,362	30,000	SH		SOLE		30,000	0	0
AMERIPRISE FINL INC	COM	03076C106	121,077	1,100,000	SH		SOLE		1,100,000	0	0
AMERISOURCEBERGEN CORP	COM	03073E105	11,806	180,000	SH		SOLE		180,000	0	0
AMGEN INC	COM	031162100	65,538	531,355	SH		SOLE		531,355	0	0
ANADARKO PETE CORP	COM	032511107	69,334	818,000	SH		SOLE		818,000	0	0
ANALOG DEVICES INC	COM	032654105	41,449	780,000	SH		SOLE		780,000	0	0
ANGIODYNAMICS INC	COM	03475V101	1,024	65,000	SH		SOLE		65,000	0	0
ANSYS INC	COM	03662Q105	7,702	100,000	SH		SOLE		100,000	0	0
AON PLC	SHS CL A	G0408V102	24,188	287,000	SH		SOLE		287,000	0	0
APACHE CORP	COM	037411105	19,908	240,000	SH		SOLE		240,000	0	0
APARTMENT INVT & MGMT CO	CL A	03748R101	3,929	130,000	SH		SOLE		130,000	0	0
APOLLO ED GROUP INC	CL A	037604105	13,696	400,000	SH		SOLE		400,000	0	0
APPLE INC	COM	037833100	645,161	1,202,000	SH		SOLE		1,202,000	0	0
APPLIED MATLS INC	COM	038222105	36,756	1,800,000	SH		SOLE		1,800,000	0	0
APPLIED MICRO CIRCUITS CORP	COM NEW	03822W406	1,980	200,000	SH		SOLE		200,000	0	0
AQUA AMERICA INC	COM	03836W103	3,813	152,082	SH		SOLE		152,082	0	0
ARBOR RLTY TR INC	COM	038923108	1,384	200,000	SH		SOLE		200,000	0	0
ARCH CAP GROUP LTD	ORD	G0450A105	19,481	338,556	SH		SOLE		338,556	0	0
ARCH COAL INC	COM	039380100	1,928	400,000	SH		SOLE		400,000	0	0
ARCHER DANIELS MIDLAND CO	COM	039483102	18,919	436,026	SH		SOLE		436,026	0	0
ARES COML REAL ESTATE CORP	COM	04013V108	1,341	100,000	SH		SOLE		100,000	0	0
ARMSTRONG WORLD INDS INC NEW	COM	04247X102	7,988	150,000	SH		SOLE		150,000	0	0
ARQULE INC	COM	04269E107	459	223,774	SH		SOLE		223,774	0	0
ARRAY BIOPHARMA INC	COM	04269X105	1,246	265,000	SH		SOLE		265,000	0	0
ARRIS GROUP INC NEW	COM	04270V106	2,818	100,000	SH		SOLE		100,000	0	0
ASHFORD HOSPITALITY PRIME IN	COM	044102101	1,013	67,000	SH		SOLE		67,000	0	0
ASHFORD HOSPITALITY TR INC	COM SHS	044103109	1,634	145,000	SH		SOLE		145,000	0	0
ASPEN TECHNOLOGY INC	COM	045327103	5,507	130,000	SH		SOLE		130,000	0	0
AT&T INC	COM	00206R102	30,546	871,000	SH		SOLE		871,000	0	0
ATLAS AIR WORLDWIDE HLDGS IN	COM NEW	049164205	19,046	540,000	SH		SOLE		540,000	0	0
ATMEL CORP	COM	049513104	39,292	4,700,000	SH		SOLE		4,700,000	0	0
ATMOS ENERGY CORP	COM	049560105	2,357	50,000	SH		SOLE		50,000	0	0
AUSPEX PHARMACEUTICALS INC	COM	05211J102	1,335	43,400	SH		SOLE		43,400	0	0
AUTODESK INC	COM	052769106	17,705	360,000	SH		SOLE		360,000	0	0
AUTOZONE INC	COM	053332102	11,333	21,100	SH		SOLE		21,100	0	0
AVALONBAY CMNTYS INC	COM	053484101	26,264	200,000	SH		SOLE		200,000	0	0
AVNET INC	COM	053807103	14,890	320,000	SH		SOLE		320,000	0	0
AVON PRODS INC	COM	054303102	5,270	360,000	SH		SOLE		360,000	0	0
AVX CORP NEW	COM	002444107	3,229	245,000	SH		SOLE		245,000	0	0
AXIALL CORP	COM	05463D100	8,984	200,000	SH		SOLE		200,000	0	0
B/E AEROSPACE INC	COM	073302101	12,519	144,250	SH		SOLE		144,250	0	0
BABCOCK & WILCOX CO NEW	COM	05615F102	64,740	1,950,000	SH		SOLE		1,950,000	0	0
BAKER HUGHES INC	COM	057224107	59,503	915,147	SH		SOLE		915,147	0	0
BALL CORP	COM	058498106	288	5,250	SH		SOLE		5,250	0	0
BALLANTYNE STRONG INC	COM	058516105	2,861	610,000	SH		SOLE		610,000	0	0
BANK NEW YORK MELLON CORP	COM	064058100	21,145	599,167	SH		SOLE		599,167	0	0
BANK OF AMERICA CORPORATION	COM	060505104	186,586	10,848,000	SH		SOLE		10,848,000	0	0
BANKRATE INC DEL	COM	06647F102	20,328	1,200,000	SH		SOLE		1,200,000	0	0
BARD C R INC	COM	067383109	3,700	25,000	SH		SOLE		25,000	0	0
BASIC ENERGY SVCS INC NEW	COM	06985P100	1,233	45,000	SH		SOLE		45,000	0	0
BAXTER INTL INC	COM	071813109	26,194	356,000	SH		SOLE		356,000	0	0
BEASLEY BROADCAST GROUP INC	CL A	074014101	2,712	298,000	SH		SOLE		298,000	0	0
BEAZER HOMES USA INC	COM NEW	07556Q881	20,080	1,000,000	SH		SOLE		1,000,000	0	0
BECTON DICKINSON & CO	COM	075887109	12,879	110,000	SH		SOLE		110,000	0	0
BED BATH & BEYOND INC	COM	075896100	7,399	107,550	SH		SOLE		107,550	0	0
BEL FUSE INC	CL B	077347300	1,971	90,000	SH		SOLE		90,000	0	0
BENCHMARK ELECTRS INC	COM	08160H101	1,019	45,000	SH		SOLE		45,000	0	0
BERKLEY W R CORP	COM	084423102	4,491	107,905	SH		SOLE		107,905	0	0
BERKSHIRE HATHAWAY INC DEL	CL A	084670108	17,798	95	SH		SOLE		95	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	119,971	960,000	SH		SOLE		960,000	0	0
BIG LOTS INC	COM	089302103	379	10,000	SH		SOLE		10,000	0	0
BIOGEN IDEC INC	COM	09062X103	44,352	145,000	SH		SOLE		145,000	0	0
BLACK HILLS CORP	COM	092113109	2,594	45,000	SH		SOLE		45,000	0	0
BLACKROCK INC	COM	09247X101	96,860	308,000	SH		SOLE		308,000	0	0
BLACKSTONE GROUP L P	COM UNIT LTD	09253U108	34,913	1,050,000	SH		SOLE		1,050,000	0	0
BOEING CO	COM	097023105	158,117	1,260,000	SH		SOLE		1,260,000	0	0
BOSTON BEER INC	CL A	100557107	27,288	111,500	SH		SOLE		111,500	0	0
BOSTON PROPERTIES INC	COM	101121101	9,506	83,000	SH		SOLE		83,000	0	0
BOSTON SCIENTIFIC CORP	COM	101137107	11,560	855,000	SH		SOLE		855,000	0	0
BRANDYWINE RLTY TR	SH BEN INT NEW	105368203	2,386	165,000	SH		SOLE		165,000	0	0
BRIGGS & STRATTON CORP	COM	109043109	3,338	150,000	SH		SOLE		150,000	0	0
BRIGHTCOVE INC	COM	10921T101	6,684	680,000	SH		SOLE		680,000	0	0
BRINKS CO	COM	109696104	1,999	70,000	SH		SOLE		70,000	0	0
BRISTOL MYERS SQUIBB CO	COM	110122108	93,091	1,791,938	SH		SOLE		1,791,938	0	0
BROADCOM CORP	CL A	111320107	36,989	1,175,000	SH		SOLE		1,175,000	0	0
BROCADE COMMUNICATIONS SYS I	COM NEW	111621306	1,061	100,000	SH		SOLE		100,000	0	0
BSQUARE CORP	COM NEW	11776U300	853	270,000	SH		SOLE		270,000	0	0
C&J ENERGY SVCS INC	COM	12467B304	1,604	55,000	SH		SOLE		55,000	0	0
CABLEVISION SYS CORP	CL A NY CABLVS	12686C109	5,061	300,000	SH		SOLE		300,000	0	0
CABOT OIL & GAS CORP	COM	127097103	9,656	285,000	SH		SOLE		285,000	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	9,635	620,000	SH		SOLE		620,000	0	0
CALAVO GROWERS INC	COM	128246105	22,060	620,000	SH		SOLE		620,000	0	0
CALGON CARBON CORP	COM	129603106	13,971	640,000	SH		SOLE		640,000	0	0
CALIFORNIA WTR SVC GROUP	COM	130788102	1,077	45,000	SH		SOLE		45,000	0	0
CALPINE CORP	COM NEW	131347304	836	40,000	SH		SOLE		40,000	0	0
CAMDEN PPTY TR	SH BEN INT	133131102	1,818	27,000	SH		SOLE		27,000	0	0
CAMERON INTERNATIONAL CORP	COM	13342B105	33,356	540,000	SH		SOLE		540,000	0	0
CAMPBELL SOUP CO	COM	134429109	51,163	1,140,000	SH		SOLE		1,140,000	0	0
CAPITAL ONE FINL CORP	COM	14040H105	67,129	870,000	SH		SOLE		870,000	0	0
CAPITAL SR LIVING CORP	COM	140475104	1,819	70,000	SH		SOLE		70,000	0	0
CARDINAL HEALTH INC	COM	14149Y108	20,644	295,000	SH		SOLE		295,000	0	0
CAREFUSION CORP	COM	14170T101	7,441	185,000	SH		SOLE		185,000	0	0
CARMAX INC	COM	143130102	2,340	50,000	SH		SOLE		50,000	0	0
CARMIKE CINEMAS INC	COM	143436400	2,687	90,000	SH		SOLE		90,000	0	0
CARTER INC	COM	146229109	6,367	82,000	SH		SOLE		82,000	0	0
CASH AMER INTL INC	COM	14754D100	3,872	100,000	SH		SOLE		100,000	0	0
CAVIUM INC	COM	14964U108	10,933	250,000	SH		SOLE		250,000	0	0
CBRE GROUP INC	CL A	12504L109	9,463	345,000	SH		SOLE		345,000	0	0
CELGENE CORP	COM	151020104	62,820	450,000	SH		SOLE		450,000	0	0
CELLDEX THERAPEUTICS INC NEW	COM	15117B103	7,245	410,000	SH		SOLE		410,000	0	0
CENTERPOINT ENERGY INC	COM	15189T107	7,107	300,000	SH		SOLE		300,000	0	0
CERNER CORP	COM	156782104	12,375	220,000	SH		SOLE		220,000	0	0
CHARLES RIV LABS INTL INC	COM	159864107	3,017	50,000	SH		SOLE		50,000	0	0
CHART INDS INC	COM PAR $0.01	16115Q308	106,597	1,340,000	SH		SOLE		1,340,000	0	0
CHATHAM LODGING TR	COM	16208T102	3,500	173,100	SH		SOLE		173,100	0	0
CHECKPOINT SYS INC	COM	162825103	2,885	215,000	SH		SOLE		215,000	0	0
CHENIERE ENERGY INC	COM NEW	16411R208	2,768	50,000	SH		SOLE		50,000	0	0
CHESAPEAKE ENERGY CORP	COM	165167107	65,331	2,550,000	SH		SOLE		2,550,000	0	0
CHESAPEAKE LODGING TR	SH BEN INT	165240102	11,177	434,400	SH		SOLE		434,400	0	0
CHEVRON CORP NEW	COM	166764100	258,629	2,175,000	SH		SOLE		2,175,000	0	0
CHICOS FAS INC	COM	168615102	481	30,000	SH		SOLE		30,000	0	0
CHUBB CORP	COM	171232101	44,204	495,000	SH	��	SOLE		495,000	0	0
CHURCH & DWIGHT INC	COM	171340102	13,296	192,500	SH		SOLE		192,500	0	0
CIENA CORP	COM NEW	171779309	7,959	350,000	SH		SOLE		350,000	0	0
CIGNA CORPORATION	COM	125509109	15,490	185,000	SH		SOLE		185,000	0	0
CIMAREX ENERGY CO	COM	171798101	6,551	55,000	SH		SOLE		55,000	0	0
CINEDIGM CORP	COM	172406100	8,704	3,400,000	SH		SOLE		3,400,000	0	0
CINEMARK HOLDINGS INC	COM	17243V102	29,590	1,020,000	SH		SOLE		1,020,000	0	0
CIRRUS LOGIC INC	COM	172755100	1,987	100,000	SH		SOLE		100,000	0	0
CISCO SYS INC	COM	17275R102	138,942	6,200,000	SH		SOLE		6,200,000	0	0
CIT GROUP INC	COM NEW	125581801	53,922	1,100,000	SH		SOLE		1,100,000	0	0
CITIGROUP INC	COM NEW	172967424	175,930	3,696,000	SH		SOLE		3,696,000	0	0
CITRIX SYS INC	COM	177376100	43,073	750,000	SH		SOLE		750,000	0	0
CITY NATL CORP	COM	178566105	5,668	72,000	SH		SOLE		72,000	0	0
CLEAN ENERGY FUELS CORP	COM	184499101	25,926	2,900,000	SH		SOLE		2,900,000	0	0
CLEAN HARBORS INC	COM	184496107	33,970	620,000	SH		SOLE		620,000	0	0
CLECO CORP NEW	COM	12561W105	3,035	60,000	SH		SOLE		60,000	0	0
CLOROX CO DEL	COM	189054109	5,457	62,000	SH		SOLE		62,000	0	0
CLOUD PEAK ENERGY INC	COM	18911Q102	2,410	114,000	SH		SOLE		114,000	0	0
CME GROUP INC	COM	12572Q105	5,551	75,000	SH		SOLE		75,000	0	0
CMS ENERGY CORP	COM	125896100	5,856	200,000	SH		SOLE		200,000	0	0
COACH INC	COM	189754104	1,813	36,500	SH		SOLE		36,500	0	0
COCA COLA CO	COM	191216100	110,374	2,855,000	SH		SOLE		2,855,000	0	0
COGENT COMM GROUP INC	COM NEW	19239V302	25,582	720,000	SH		SOLE		720,000	0	0
COLGATE PALMOLIVE CO	COM	194162103	96,267	1,484,000	SH		SOLE		1,484,000	0	0
COMCAST CORP NEW	CL A SPL	20030N200	151,156	3,100,000	SH		SOLE		3,100,000	0	0
COMMUNITY HEALTH SYS INC NEW	COM	203668108	12,289	313,743	SH		SOLE		313,743	0	0
COMMUNITY HEALTH SYS INC NEW	RIGHT 01/27/2016	203668116	16	270,000	SH		SOLE		270,000	0	0
COMMVAULT SYSTEMS INC	COM	204166102	20,135	310,000	SH		SOLE		310,000	0	0
COMPUWARE CORP	COM	205638109	5,355	510,000	SH		SOLE		510,000	0	0
COMSTOCK RES INC	COM NEW	205768203	2,285	100,000	SH		SOLE		100,000	0	0
CONAGRA FOODS INC	COM	205887102	11,404	367,500	SH		SOLE		367,500	0	0
CONNECTICUT WTR SVC INC	COM	207797101	1,538	45,000	SH		SOLE		45,000	0	0
CONNS INC	COM	208242107	2,875	74,000	SH		SOLE		74,000	0	0
CONOCOPHILLIPS	COM	20825C104	95,677	1,360,000	SH		SOLE		1,360,000	0	0
CONSOL ENERGY INC	COM	20854P109	5,993	150,000	SH		SOLE		150,000	0	0
CONSOLIDATED EDISON INC	COM	209115104	10,891	203,000	SH		SOLE		203,000	0	0
CONTAINER STORE GROUP INC	COM	210751103	1,358	40,000	SH		SOLE		40,000	0	0
CONVERSANT INC	COM	21249J105	11,823	420,000	SH		SOLE		420,000	0	0
COOPER TIRE & RUBR CO	COM	216831107	49,815	2,050,000	SH		SOLE		2,050,000	0	0
CORNING INC	COM	219350105	14,574	700,000	SH		SOLE		700,000	0	0
CORPORATE OFFICE PPTYS TR	SH BEN INT	22002T108	533	20,000	SH		SOLE		20,000	0	0
COSTCO WHSL CORP NEW	COM	22160K105	42,662	382,000	SH		SOLE		382,000	0	0
COTY INC	COM CL A	222070203	2,651	177,000	SH		SOLE		177,000	0	0
COVANCE INC	COM	222816100	4,650	44,750	SH		SOLE		44,750	0	0
COVIDIEN PLC	SHS	G2554F113	19,888	270,000	SH		SOLE		270,000	0	0
CRAY INC	COM NEW	225223304	29,856	800,000	SH		SOLE		800,000	0	0
CREE INC	COM	225447101	39,592	700,000	SH		SOLE		700,000	0	0
CROWN CASTLE INTL CORP	COM	228227104	480	6,500	SH		SOLE		6,500	0	0
CROWN HOLDINGS INC	COM	228368106	4,653	104,000	SH		SOLE		104,000	0	0
CROWN MEDIA HLDGS INC	CL A	228411104	5,837	1,520,000	SH		SOLE		1,520,000	0	0
CSX CORP	COM	126408103	4,056	140,000	SH		SOLE		140,000	0	0
CUBESMART	COM	229663109	12,510	729,000	SH		SOLE		729,000	0	0
CUBIC CORP	COM	229669106	43,410	850,000	SH		SOLE		850,000	0	0
CUI GLOBAL INC	COM NEW	126576206	5,775	525,000	SH		SOLE		525,000	0	0
CUMMINS INC	COM	231021106	47,677	320,000	SH		SOLE		320,000	0	0
CUMULUS MEDIA INC	CL A	231082108	2,626	380,000	SH		SOLE		380,000	0	0
CVS CAREMARK CORPORATION	COM	126650100	61,007	814,943	SH		SOLE		814,943	0	0
CYS INVTS INC	COM	12673A108	1,900	230,000	SH		SOLE		230,000	0	0
CYTEC INDS INC	COM	232820100	17,082	175,000	SH		SOLE		175,000	0	0
DANA HLDG CORP	COM	235825205	24,899	1,070,000	SH		SOLE		1,070,000	0	0
DANAHER CORP DEL	COM	235851102	21,000	280,000	SH		SOLE		280,000	0	0
DARDEN RESTAURANTS INC	COM	237194105	7,106	140,000	SH		SOLE		140,000	0	0
DATAWATCH CORP	COM NEW	237917208	8,407	310,000	SH		SOLE		310,000	0	0
DDR CORP	COM	23317H102	7,152	434,000	SH		SOLE		434,000	0	0
DECKERS OUTDOOR CORP	COM	243537107	2,551	32,000	SH		SOLE		32,000	0	0
DEERE & CO	COM	244199105	29,056	320,000	SH		SOLE		320,000	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	7,623	220,000	SH		SOLE		220,000	0	0
DENBURY RES INC	COM NEW	247916208	6,396	390,000	SH		SOLE		390,000	0	0
DENDREON CORP	COM	24823Q107	792	265,000	SH		SOLE		265,000	0	0
DENTSPLY INTL INC NEW	COM	249030107	10,819	235,000	SH		SOLE		235,000	0	0
DEVON ENERGY CORP NEW	COM	25179M103	62,580	935,000	SH		SOLE		935,000	0	0
DIAMOND OFFSHORE DRILLING IN	COM	25271C102	3,852	79,000	SH		SOLE		79,000	0	0
DICKS SPORTING GOODS INC	COM	253393102	3,085	56,500	SH		SOLE		56,500	0	0
DIGI INTL INC	COM	253798102	3,045	300,000	SH		SOLE		300,000	0	0
DIGITAL RIV INC	COM	25388B104	523	30,000	SH		SOLE		30,000	0	0
DIGITAL RLTY TR INC	COM	253868103	2,336	44,000	SH		SOLE		44,000	0	0
DISCOVER FINL SVCS	COM	254709108	19,639	337,500	SH		SOLE		337,500	0	0
DISCOVERY COMMUNICATNS NEW	COM SER C	25470F302	9,247	120,000	SH		SOLE		120,000	0	0
DISH NETWORK CORP	CL A	25470M109	84,606	1,360,000	SH		SOLE		1,360,000	0	0
DISNEY WALT CO	COM DISNEY	254687106	198,574	2,480,000	SH		SOLE		2,480,000	0	0
DOLLAR GEN CORP NEW	COM	256677105	8,433	152,000	SH		SOLE		152,000	0	0
DOLLAR TREE INC	COM	256746108	37,882	726,000	SH		SOLE		726,000	0	0
DOMINION RES INC VA NEW	COM	25746U109	22,717	320,000	SH		SOLE		320,000	0	0
DOUGLAS EMMETT INC	COM	25960P109	4,967	183,000	SH		SOLE		183,000	0	0
DOVER MOTORSPORTS INC	COM	260174107	750	300,000	SH		SOLE		300,000	0	0
DOW CHEM CO	COM	260543103	48,590	1,000,000	SH		SOLE		1,000,000	0	0
DREW INDS INC	COM NEW	26168L205	28,184	520,000	SH		SOLE		520,000	0	0
DSW INC	CL A	23334L102	1,255	35,000	SH		SOLE		35,000	0	0
DTE ENERGY CO	COM	233331107	10,029	135,000	SH		SOLE		135,000	0	0
DU PONT E I DE NEMOURS & CO	COM	263534109	67,100	1,000,000	SH		SOLE		1,000,000	0	0
DUKE ENERGY CORP NEW	COM NEW	26441C204	32,049	450,000	SH		SOLE		450,000	0	0
DUPONT FABROS TECHNOLOGY INC	COM	26613Q106	4,453	185,000	SH		SOLE		185,000	0	0
E M C CORP MASS	COM	268648102	71,266	2,600,000	SH		SOLE		2,600,000	0	0
E TRADE FINANCIAL CORP	COM NEW	269246401	32,228	1,400,000	SH		SOLE		1,400,000	0	0
E2OPEN INC	COM	29788A104	2,357	100,000	SH		SOLE		100,000	0	0
EAST WEST BANCORP INC	COM	27579R104	3,650	100,000	SH		SOLE		100,000	0	0
EASTMAN CHEM CO	COM	277432100	4,311	50,000	SH		SOLE		50,000	0	0
EATON CORP PLC	SHS	G29183103	22,536	300,000	SH		SOLE		300,000	0	0
EBAY INC	COM	278642103	56,345	1,020,000	SH		SOLE		1,020,000	0	0
ECHOSTAR CORP	CL A	278768106	37,572	790,000	SH		SOLE		790,000	0	0
EDISON INTL	COM	281020107	11,322	200,000	SH		SOLE		200,000	0	0
EDUCATION RLTY TR INC	COM	28140H104	1,974	200,000	SH		SOLE		200,000	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	4,762	64,200	SH		SOLE		64,200	0	0
ELECTRONIC ARTS INC	COM	285512109	17,406	600,000	SH		SOLE		600,000	0	0
ELEVEN BIOTHERAPEUTICS INC	COM	286221106	1,217	75,000	SH		SOLE		75,000	0	0
EMAGIN CORP	COM NEW	29076N206	315	125,000	SH		SOLE		125,000	0	0
EMMIS COMMUNICATIONS CORP	CL A	291525103	4,800	1,500,000	SH		SOLE		1,500,000	0	0
EMPIRE ST RLTY TR INC	CL A	292104106	756	50,000	SH		SOLE		50,000	0	0
ENERGEN CORP	COM	29265N108	4,849	60,000	SH		SOLE		60,000	0	0
ENERGIZER HLDGS INC	COM	29266R108	53,291	529,000	SH		SOLE		529,000	0	0
ENSCO PLC	SHS CLASS A	G3157S106	6,598	125,000	SH		SOLE		125,000	0	0
ENTERCOM COMMUNICATIONS CORP	CL A	293639100	15,306	1,520,000	SH		SOLE		1,520,000	0	0
ENTERGY CORP NEW	COM	29364G103	8,691	130,000	SH		SOLE		130,000	0	0
ENTRAVISION COMMUNICATIONS C	CL A	29382R107	14,070	2,100,000	SH		SOLE		2,100,000	0	0
ENTROPIC COMMUNICATIONS INC	COM	29384R105	818	200,000	SH		SOLE		200,000	0	0
EOG RES INC	COM	26875P101	31,387	160,000	SH		SOLE		160,000	0	0
EPR PPTYS	COM SH BEN INT	26884U109	104,644	1,960,000	SH		SOLE		1,960,000	0	0
EQT CORP	COM	26884L109	10,667	110,000	SH		SOLE		110,000	0	0
EQUITY LIFESTYLE PPTYS INC	COM	29472R108	1,463	36,000	SH		SOLE		36,000	0	0
EQUITY ONE	COM	294752100	3,034	135,802	SH		SOLE		135,802	0	0
EQUITY RESIDENTIAL	SH BEN INT	29476L107	6,089	105,000	SH		SOLE		105,000	0	0
ESSENT GROUP LTD	COM	G3198U102	1,685	75,000	SH		SOLE		75,000	0	0
ESSEX PPTY TR INC	COM	297178105	6,725	39,550	SH		SOLE		39,550	0	0
EVEREST RE GROUP LTD	COM	G3223R108	21,733	142,000	SH		SOLE		142,000	0	0
EXA CORP	COM	300614500	4,641	350,000	SH		SOLE		350,000	0	0
EXELON CORP	COM	30161N101	27,687	825,000	SH		SOLE		825,000	0	0
EXPRESS INC	COM	30219E103	1,112	70,000	SH		SOLE		70,000	0	0
EXPRESS SCRIPTS HLDG CO	COM	30219G108	52,563	700,000	SH		SOLE		700,000	0	0
EXTRA SPACE STORAGE INC	COM	30225T102	1,455	30,000	SH		SOLE		30,000	0	0
EXXON MOBIL CORP	COM	30231G102	485,958	4,975,000	SH		SOLE		4,975,000	0	0
F M C CORP	COM NEW	302491303	11,484	150,000	SH		SOLE		150,000	0	0
FACEBOOK INC	CL A	30303M102	150,600	2,500,000	SH		SOLE		2,500,000	0	0
FAIRCHILD SEMICONDUCTOR INTL	COM	303726103	1,379	100,000	SH		SOLE		100,000	0	0
FAMILY DLR STORES INC	COM	307000109	2,494	43,000	SH		SOLE		43,000	0	0
FARO TECHNOLOGIES INC	COM	311642102	3,710	70,000	SH		SOLE		70,000	0	0
FEDERAL SIGNAL CORP	COM	313855108	4,470	300,000	SH		SOLE		300,000	0	0
FEDEX CORP	COM	31428X106	56,338	425,000	SH		SOLE		425,000	0	0
FELCOR LODGING TR INC	COM	31430F101	181	20,000	SH		SOLE		20,000	0	0
FINANCIAL ENGINES INC	COM	317485100	3,813	75,087	SH		SOLE		75,087	0	0
FINISAR CORP	COM NEW	31787A507	5,302	200,000	SH		SOLE		200,000	0	0
FIRSTENERGY CORP	COM	337932107	16,164	475,000	SH		SOLE		475,000	0	0
FIVE BELOW INC	COM	33829M101	4,885	115,000	SH		SOLE		115,000	0	0
FLIR SYS INC	COM	302445101	2,340	65,000	SH		SOLE		65,000	0	0
FLOWERS FOODS INC	COM	343498101	6,515	303,750	SH		SOLE		303,750	0	0
FLUOR CORP NEW	COM	343412102	24,485	315,000	SH		SOLE		315,000	0	0
FMC TECHNOLOGIES INC	COM	30249U101	7,321	140,000	SH		SOLE		140,000	0	0
FOOT LOCKER INC	COM	344849104	15,879	338,000	SH		SOLE		338,000	0	0
FORD MTR CO DEL	COM PAR $0.01	345370860	42,120	2,700,000	SH		SOLE		2,700,000	0	0
FOREST CITY ENTERPRISES INC	CL A	345550107	3,572	187,000	SH		SOLE		187,000	0	0
FOREST LABS INC	COM	345838106	58,537	634,400	SH		SOLE		634,400	0	0
FOREST OIL CORP	COM PAR $0.01	346091705	1,347	705,000	SH		SOLE		705,000	0	0
FORMFACTOR INC	COM	346375108	3,834	600,000	SH		SOLE		600,000	0	0
FOSSIL GROUP INC	COM	34988V106	3,032	26,000	SH		SOLE		26,000	0	0
FRANCESCAS HLDGS CORP	COM	351793104	1,000	55,100	SH		SOLE		55,100	0	0
FREEPORT-MCMORAN COPPER & GO	COM	35671D857	108,360	3,276,675	SH		SOLE		3,276,675	0	0
FTD COS INC	COM	30281V108	1,272	40,000	SH		SOLE		40,000	0	0
GAMESTOP CORP NEW	CL A	36467W109	4,357	106,000	SH		SOLE		106,000	0	0
GAP INC DEL	COM	364760108	7,752	193,500	SH		SOLE		193,500	0	0
GARTNER INC	COM	366651107	6,944	100,000	SH		SOLE		100,000	0	0
GENERAL DYNAMICS CORP	COM	369550108	26,141	240,000	SH		SOLE		240,000	0	0
GENERAL ELECTRIC CO	COM	369604103	308,091	11,900,000	SH		SOLE		11,900,000	0	0
GENERAL GROWTH PPTYS INC NEW	COM	370023103	5,738	260,825	SH		SOLE		260,825	0	0
GENERAL MLS INC	COM	370334104	21,076	406,720	SH		SOLE		406,720	0	0
GENERAL MTRS CO	COM	37045V100	6,884	200,000	SH		SOLE		200,000	0	0
GENESCO INC	COM	371532102	373	5,000	SH		SOLE		5,000	0	0
GENESEE & WYO INC	CL A	371559105	26,276	270,000	SH		SOLE		270,000	0	0
GENUINE PARTS CO	COM	372460105	27,358	315,000	SH		SOLE		315,000	0	0
GERON CORP	COM	374163103	458	220,000	SH		SOLE		220,000	0	0
GIGAMON INC	COM	37518B102	304	10,000	SH		SOLE		10,000	0	0
G-III APPAREL GROUP LTD	COM	36237H101	12,813	179,000	SH		SOLE		179,000	0	0
GILEAD SCIENCES INC	COM	375558103	169,001	2,385,000	SH		SOLE		2,385,000	0	0
GNC HLDGS INC	COM CL A	36191G107	2,498	56,750	SH		SOLE		56,750	0	0
GOLDMAN SACHS GROUP INC	COM	38141G104	112,975	689,500	SH		SOLE		689,500	0	0
GOODYEAR TIRE & RUBR CO	COM	382550101	7,186	275,000	SH		SOLE		275,000	0	0
GOOGLE INC	CL A	38259P508	368,903	331,000	SH		SOLE		331,000	0	0
GRAINGER W W INC	COM	384802104	17,055	67,500	SH		SOLE		67,500	0	0
GREAT PLAINS ENERGY INC	COM	391164100	2,704	100,000	SH		SOLE		100,000	0	0
GREATBATCH INC	COM	39153L106	5,740	125,000	SH		SOLE		125,000	0	0
GREIF INC	CL B	397624206	3,596	62,000	SH		SOLE		62,000	0	0
GROUP 1 AUTOMOTIVE INC	COM	398905109	7,879	120,000	SH		SOLE		120,000	0	0
HAIN CELESTIAL GROUP INC	COM	405217100	34,759	380,000	SH		SOLE		380,000	0	0
HALLIBURTON CO	COM	406216101	14,546	247,004	SH		SOLE		247,004	0	0
HALOZYME THERAPEUTICS INC	COM	40637H109	2,286	180,000	SH		SOLE		180,000	0	0
HANESBRANDS INC	COM	410345102	9,178	120,000	SH		SOLE		120,000	0	0
HARMONIC INC	COM	413160102	1,071	150,000	SH		SOLE		150,000	0	0
HARRIS CORP DEL	COM	413875105	5,487	75,000	SH		SOLE		75,000	0	0
HARSCO CORP	COM	415864107	2,812	120,000	SH		SOLE		120,000	0	0
HARTFORD FINL SVCS GROUP INC	COM	416515104	6,066	172,000	SH		SOLE		172,000	0	0
HASBRO INC	COM	418056107	6,674	120,000	SH		SOLE		120,000	0	0
HAWAIIAN ELEC INDUSTRIES	COM	419870100	2,542	100,000	SH		SOLE		100,000	0	0
HCA HOLDINGS INC	COM	40412C101	44,100	840,000	SH		SOLE		840,000	0	0
HD SUPPLY HLDGS INC	COM	40416M105	15,036	575,000	SH		SOLE		575,000	0	0
HEALTH CARE REIT INC	COM	42217K106	6,228	104,500	SH		SOLE		104,500	0	0
HEALTH NET INC	COM	42222G108	3,571	105,000	SH		SOLE		105,000	0	0
HEALTHCARE SVCS GRP INC	COM	421906108	1,453	50,000	SH		SOLE		50,000	0	0
HEARTWARE INTL INC	COM	422368100	1,407	15,000	SH		SOLE		15,000	0	0
HECLA MNG CO	COM	422704106	5,373	1,750,000	SH		SOLE		1,750,000	0	0
HEICO CORP NEW	CL A	422806208	10,598	244,140	SH		SOLE		244,140	0	0
HEIDRICK & STRUGGLES INTL IN	COM	422819102	1,947	97,000	SH		SOLE		97,000	0	0
HELIX ENERGY SOLUTIONS GRP I	COM	42330P107	2,298	100,000	SH		SOLE		100,000	0	0
HELMERICH & PAYNE INC	COM	423452101	10,175	94,600	SH		SOLE		94,600	0	0
HERSHA HOSPITALITY TR	SH BEN INT A	427825104	6,938	1,190,000	SH		SOLE		1,190,000	0	0
HESS CORP	COM	42809H107	16,576	200,000	SH		SOLE		200,000	0	0
HEWLETT PACKARD CO	COM	428236103	29,124	900,000	SH		SOLE		900,000	0	0
HEXCEL CORP NEW	COM	428291108	17,198	395,000	SH		SOLE		395,000	0	0
HIBBETT SPORTS INC	COM	428567101	1,877	35,500	SH		SOLE		35,500	0	0
HILLSHIRE BRANDS CO	COM	432589109	36,887	990,000	SH		SOLE		990,000	0	0
HOLLYFRONTIER CORP	COM	436106108	52,100	1,095,000	SH		SOLE		1,095,000	0	0
HOLOGIC INC	COM	436440101	3,466	161,200	SH		SOLE		161,200	0	0
HOME DEPOT INC	COM	437076102	183,324	2,316,750	SH		SOLE		2,316,750	0	0
HONEYWELL INTL INC	COM	438516106	63,541	685,000	SH		SOLE		685,000	0	0
HOSPIRA INC	COM	441060100	5,454	126,100	SH		SOLE		126,100	0	0
HOWARD HUGHES CORP	COM	44267D107	7,735	54,204	SH		SOLE		54,204	0	0
HUDSON PAC PPTYS INC	COM	444097109	4,037	175,000	SH		SOLE		175,000	0	0
HUNTINGTON INGALLS INDS INC	COM	446413106	14,112	138,000	SH		SOLE		138,000	0	0
HUNTSMAN CORP	COM	447011107	29,304	1,200,000	SH		SOLE		1,200,000	0	0
IDACORP INC	COM	451107106	2,219	40,000	SH		SOLE		40,000	0	0
INCYTE CORP	COM	45337C102	7,493	140,000	SH		SOLE		140,000	0	0
INDEPENDENCE RLTY TR INC	COM	45378A106	1,737	195,000	SH		SOLE		195,000	0	0
INFORMATICA CORP	COM	45666Q102	30,980	820,000	SH		SOLE		820,000	0	0
INGERSOLL-RAND PLC	SHS	G47791101	10,017	175,000	SH		SOLE		175,000	0	0
INGREDION INC	COM	457187102	27,232	400,000	SH		SOLE		400,000	0	0
INTEGRATED DEVICE TECHNOLOGY	COM	458118106	4,892	400,000	SH		SOLE		400,000	0	0
INTEGRATED SILICON SOLUTION	COM	45812P107	389	25,000	SH		SOLE		25,000	0	0
INTEGRYS ENERGY GROUP INC	COM	45822P105	1,640	27,500	SH		SOLE		27,500	0	0
INTEL CORP	COM	458140100	77,430	3,000,000	SH		SOLE		3,000,000	0	0
INTERDIGITAL INC	COM	45867G101	1,656	50,000	SH		SOLE		50,000	0	0
INTERMUNE INC	COM	45884X103	6,359	190,000	SH		SOLE		190,000	0	0
INTERNAP NETWORK SVCS CORP	COM PAR $.001	45885A300	2,832	400,000	SH		SOLE		400,000	0	0
INTERNATIONAL BUSINESS MACHS	COM	459200101	105,870	550,000	SH		SOLE		550,000	0	0
INTERNATIONAL GAME TECHNOLOG	COM	459902102	1,758	125,000	SH		SOLE		125,000	0	0
INTERVAL LEISURE GROUP INC	COM	46113M108	1,307	50,000	SH		SOLE		50,000	0	0
INTRA CELLULAR THERAPIES INC	COM	46116X101	818	45,000	SH		SOLE		45,000	0	0
INTRAWEST RESORTS HLDGS INC	COM	46090K109	978	75,000	SH		SOLE		75,000	0	0
INVENSENSE INC	COM	46123D205	3,551	150,000	SH		SOLE		150,000	0	0
ION GEOPHYSICAL CORP	COM	462044108	1,158	275,000	SH		SOLE		275,000	0	0
IPG PHOTONICS CORP	COM	44980X109	15,993	225,000	SH		SOLE		225,000	0	0
IROBOT CORP	COM	462726100	821	20,000	SH		SOLE		20,000	0	0
ISIS PHARMACEUTICALS INC	COM	464330109	2,161	50,000	SH		SOLE		50,000	0	0
IXIA	COM	45071R109	6,250	500,000	SH		SOLE		500,000	0	0
J & J SNACK FOODS CORP	COM	466032109	33,590	350,000	SH		SOLE		350,000	0	0
JACOBS ENGR GROUP INC DEL	COM	469814107	19,050	300,000	SH		SOLE		300,000	0	0
JARDEN CORP	COM	471109108	23,782	397,500	SH		SOLE		397,500	0	0
JDS UNIPHASE CORP	COM PAR $0.001	46612J507	4,200	300,000	SH		SOLE		300,000	0	0
JOHNSON & JOHNSON	COM	478160104	305,986	3,115,000	SH		SOLE		3,115,000	0	0
JOHNSON CTLS INC	COM	478366107	14,196	300,000	SH		SOLE		300,000	0	0
JPMORGAN CHASE & CO	COM	46625H100	293,411	4,833,000	SH		SOLE		4,833,000	0	0
JUNIPER NETWORKS INC	COM	48203R104	30,912	1,200,000	SH		SOLE		1,200,000	0	0
KANSAS CITY SOUTHERN	COM NEW	485170302	113,797	1,115,000	SH		SOLE		1,115,000	0	0
KATE SPADE & CO	COM	485865109	12,870	347,000	SH		SOLE		347,000	0	0
KBR INC	COM	48242W106	50,712	1,900,750	SH		SOLE		1,900,750	0	0
KELLOGG CO	COM	487836108	11,633	185,500	SH		SOLE		185,500	0	0
KFORCE INC	COM	493732101	6,076	285,000	SH		SOLE		285,000	0	0
KID BRANDS INC	COM	49375T100	123	350,000	SH		SOLE		350,000	0	0
KILROY RLTY CORP	COM	49427F108	3,456	59,000	SH		SOLE		59,000	0	0
KIMBERLY CLARK CORP	COM	494368103	84,672	768,000	SH		SOLE		768,000	0	0
KIMCO RLTY CORP	COM	49446R109	7,286	333,000	SH		SOLE		333,000	0	0
KINDER MORGAN INC DEL	COM	49456B101	57,081	1,756,887	SH		SOLE		1,756,887	0	0
KINDER MORGAN INC DEL	*W EXP 05/25/201	49456B119	692	390,848	SH		SOLE		390,848	0	0
KIRBY CORP	COM	497266106	2,025	20,000	SH		SOLE		20,000	0	0
KLA-TENCOR CORP	COM	482480100	6,914	100,000	SH		SOLE		100,000	0	0
KOHLS CORP	COM	500255104	1,250	22,000	SH		SOLE		22,000	0	0
KOPPERS HOLDINGS INC	COM	50060P106	23,913	580,000	SH		SOLE		580,000	0	0
KORN FERRY INTL	COM NEW	500643200	1,953	65,600	SH		SOLE		65,600	0	0
KRAFT FOODS GROUP INC	COM	50076Q106	28,072	500,387	SH		SOLE		500,387	0	0
KROGER CO	COM	501044101	23,549	539,500	SH		SOLE		539,500	0	0
L BRANDS INC	COM	501797104	3,406	60,000	SH		SOLE		60,000	0	0
L-3 COMMUNICATIONS HLDGS INC	COM	502424104	59,548	504,000	SH		SOLE		504,000	0	0
LA Z BOY INC	COM	505336107	3,659	135,000	SH		SOLE		135,000	0	0
LABORATORY CORP AMER HLDGS	COM NEW	50540R409	11,785	120,000	SH		SOLE		120,000	0	0
LAM RESEARCH CORP	COM	512807108	16,500	300,000	SH		SOLE		300,000	0	0
LAS VEGAS SANDS CORP	COM	517834107	47,983	594,000	SH		SOLE		594,000	0	0
LAUDER ESTEE COS INC	CL A	518439104	57,249	856,000	SH		SOLE		856,000	0	0
LEGG MASON INC	COM	524901105	67,675	1,380,000	SH		SOLE		1,380,000	0	0
LEIDOS HLDGS INC	COM	525327102	1,592	45,000	SH		SOLE		45,000	0	0
LENNAR CORP	CL A	526057104	2,298	58,000	SH		SOLE		58,000	0	0
LENNAR CORP	CL B	526057302	1,632	50,000	SH		SOLE		50,000	0	0
LGI HOMES INC	COM	50187T106	3,364	195,000	SH		SOLE		195,000	0	0
LIBERTY MEDIA CORP DELAWARE	CL A	531229102	56,214	430,000	SH		SOLE		430,000	0	0
LIFEPOINT HOSPITALS INC	COM	53219L109	12,610	231,164	SH		SOLE		231,164	0	0
LILLY ELI & CO	COM	532457108	169,958	2,887,496	SH		SOLE		2,887,496	0	0
LIMELIGHT NETWORKS INC	COM	53261M104	610	280,000	SH		SOLE		280,000	0	0
LIMONEIRA CO	COM	532746104	4,423	195,000	SH		SOLE		195,000	0	0
LINCOLN NATL CORP IND	COM	534187109	76,258	1,505,000	SH		SOLE		1,505,000	0	0
LINKEDIN CORP	COM CL A	53578A108	22,193	120,000	SH		SOLE		120,000	0	0
LINNCO LLC	COMSHS LTD INT	535782106	21,640	800,000	SH		SOLE		800,000	0	0
LIONS GATE ENTMNT CORP	COM NEW	535919203	32,344	1,210,000	SH		SOLE		1,210,000	0	0
LIPOSCIENCE INC	COM	53630M108	144	45,000	SH		SOLE		45,000	0	0
LIVEPERSON INC	COM	538146101	5,311	440,000	SH		SOLE		440,000	0	0
LMI AEROSPACE INC	COM	502079106	8,319	590,000	SH		SOLE		590,000	0	0
LOCKHEED MARTIN CORP	COM	539830109	27,914	171,000	SH		SOLE		171,000	0	0
LO-JACK CORP	COM	539451104	2,565	450,000	SH		SOLE		450,000	0	0
LORILLARD INC	COM	544147101	37,856	700,000	SH		SOLE		700,000	0	0
LOUISIANA PAC CORP	COM	546347105	15,183	900,000	SH		SOLE		900,000	0	0
LOWES COS INC	COM	548661107	49,389	1,010,000	SH		SOLE		1,010,000	0	0
LULULEMON ATHLETICA INC	COM	550021109	2,261	43,000	SH		SOLE		43,000	0	0
LUMBER LIQUIDATORS HLDGS INC	COM	55003T107	1,885	20,100	SH		SOLE		20,100	0	0
LYONDELLBASELL INDUSTRIES N	SHS - A -	N53745100	50,696	570,000	SH		SOLE		570,000	0	0
MACYS INC	COM	55616P104	17,491	295,000	SH		SOLE		295,000	0	0
MADDEN STEVEN LTD	COM	556269108	8,194	227,750	SH		SOLE		227,750	0	0
MANPOWERGROUP INC	COM	56418H100	3,942	50,000	SH		SOLE		50,000	0	0
MARATHON OIL CORP	COM	565849106	14,622	411,644	SH		SOLE		411,644	0	0
MARATHON PETE CORP	COM	56585A102	15,232	175,000	SH		SOLE		175,000	0	0
MARCUS & MILLICHAP INC	COM	566324109	1,338	75,000	SH		SOLE		75,000	0	0
MARIN SOFTWARE INC	COM	56804T106	423	40,000	SH		SOLE		40,000	0	0
MARRIOTT INTL INC NEW	CL A	571903202	8,218	146,705	SH		SOLE		146,705	0	0
MARSH & MCLENNAN COS INC	COM	571748102	16,811	341,000	SH		SOLE		341,000	0	0
MARTIN MARIETTA MATLS INC	COM	573284106	41,714	325,000	SH		SOLE		325,000	0	0
MASTEC INC	COM	576323109	41,920	965,000	SH		SOLE		965,000	0	0
MASTERCARD INC	CL A	57636Q104	52,290	700,000	SH		SOLE		700,000	0	0
MATTEL INC	COM	577081102	24,066	600,000	SH		SOLE		600,000	0	0
MAXIM INTEGRATED PRODS INC	COM	57772K101	6,624	200,000	SH		SOLE		200,000	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	16,500	230,000	SH		SOLE		230,000	0	0
MCDERMOTT INTL INC	COM	580037109	36,363	4,650,000	SH		SOLE		4,650,000	0	0
MCDONALDS CORP	COM	580135101	64,495	657,913	SH		SOLE		657,913	0	0
MCKESSON CORP	COM	58155Q103	29,134	165,000	SH		SOLE		165,000	0	0
MDU RES GROUP INC	COM	552690109	3,431	100,000	SH		SOLE		100,000	0	0
MEAD JOHNSON NUTRITION CO	COM	582839106	12,141	146,026	SH		SOLE		146,026	0	0
MEADWESTVACO CORP	COM	583334107	5,081	135,000	SH		SOLE		135,000	0	0
MEDTRONIC INC	COM	585055106	45,540	740,000	SH		SOLE		740,000	0	0
MENTOR GRAPHICS CORP	COM	587200106	5,725	260,000	SH		SOLE		260,000	0	0
MERCANTILE BANK CORP	COM	587376104	976	47,339	SH		SOLE		47,339	0	0
MERCK & CO INC NEW	COM	58933Y105	314,790	5,545,000	SH		SOLE		5,545,000	0	0
MERIDIAN BIOSCIENCE INC	COM	589584101	1,090	50,000	SH		SOLE		50,000	0	0
METLIFE INC	COM	59156R108	110,194	2,087,000	SH		SOLE		2,087,000	0	0
MICROCHIP TECHNOLOGY INC	COM	595017104	9,552	200,000	SH		SOLE		200,000	0	0
MICRON TECHNOLOGY INC	COM	595112103	23,660	1,000,000	SH		SOLE		1,000,000	0	0
MICROSEMI CORP	COM	595137100	5,006	200,000	SH		SOLE		200,000	0	0
MICROSOFT CORP	COM	594918104	438,593	10,700,000	SH		SOLE		10,700,000	0	0
MICROSTRATEGY INC	CL A NEW	594972408	1,731	15,000	SH		SOLE		15,000	0	0
MID-AMER APT CMNTYS INC	COM	59522J103	3,444	50,450	SH		SOLE		50,450	0	0
MIDDLESEX WATER CO	COM	596680108	3,715	170,268	SH		SOLE		170,268	0	0
MILLENNIAL MEDIA INC	COM	60040N105	1,384	200,000	SH		SOLE		200,000	0	0
MOHAWK INDS INC	COM	608190104	7,139	52,500	SH		SOLE		52,500	0	0
MOLYCORP INC DEL	COM	608753109	469	100,000	SH		SOLE		100,000	0	0
MONDELEZ INTL INC	CL A	609207105	49,861	1,443,163	SH		SOLE		1,443,163	0	0
MONEYGRAM INTL INC	COM NEW	60935Y208	883	50,000	SH		SOLE		50,000	0	0
MONSANTO CO NEW	COM	61166W101	78,501	690,000	SH		SOLE		690,000	0	0
MONSTER BEVERAGE CORP	COM	611740101	43,059	620,000	SH		SOLE		620,000	0	0
MORGAN STANLEY	COM NEW	617446448	63,899	2,050,000	SH		SOLE		2,050,000	0	0
MOSAIC CO NEW	COM	61945C103	46,250	925,000	SH		SOLE		925,000	0	0
MOVADO GROUP INC	COM	624580106	1,253	27,500	SH		SOLE		27,500	0	0
MOVE INC	COM NEW	62458M207	6,242	540,000	SH		SOLE		540,000	0	0
MSA SAFETY INC	COM	553498106	9,690	170,000	SH		SOLE		170,000	0	0
MSC INDL DIRECT INC	CL A	553530106	1,730	20,000	SH		SOLE		20,000	0	0
MSCI INC	COM	55354G100	2,151	50,000	SH		SOLE		50,000	0	0
MURPHY OIL CORP	COM	626717102	6,286	100,000	SH		SOLE		100,000	0	0
MWI VETERINARY SUPPLY INC	COM	55402X105	1,556	10,000	SH		SOLE		10,000	0	0
MYLAN INC	COM	628530107	12,855	263,255	SH		SOLE		263,255	0	0
NABORS INDUSTRIES LTD	SHS	G6359F103	8,997	365,000	SH		SOLE		365,000	0	0
NATIONAL CINEMEDIA INC	COM	635309107	10,050	670,000	SH		SOLE		670,000	0	0
NATIONAL FUEL GAS CO N J	COM	636180101	5,393	77,000	SH		SOLE		77,000	0	0
NATIONAL OILWELL VARCO INC	COM	637071101	20,246	260,000	SH		SOLE		260,000	0	0
NAVISTAR INTL CORP NEW	COM	63934E108	33,870	1,000,000	SH		SOLE		1,000,000	0	0
NEKTAR THERAPEUTICS	COM	640268108	1,273	105,000	SH		SOLE		105,000	0	0
NETFLIX INC	COM	64110L106	10,561	30,000	SH		SOLE		30,000	0	0
NEW HOME CO INC	COM	645370107	1,424	100,000	SH		SOLE		100,000	0	0
NEW JERSEY RES	COM	646025106	2,241	45,000	SH		SOLE		45,000	0	0
NEW YORK CMNTY BANCORP INC	COM	649445103	3,798	236,331	SH		SOLE		236,331	0	0
NEWELL RUBBERMAID INC	COM	651229106	23,920	800,000	SH		SOLE		800,000	0	0
NEWFIELD EXPL CO	COM	651290108	7,526	240,000	SH		SOLE		240,000	0	0
NEWMONT MINING CORP	COM	651639106	19,924	850,000	SH		SOLE		850,000	0	0
NEWPARK RES INC	COM PAR $.01NEW	651718504	9,618	840,000	SH		SOLE		840,000	0	0
NEWS CORP NEW	CL A	65249B109	3,875	225,000	SH		SOLE		225,000	0	0
NEXTERA ENERGY INC	COM	65339F101	69,802	730,000	SH		SOLE		730,000	0	0
NIC INC	COM	62914B100	8,883	460,000	SH		SOLE		460,000	0	0
NIKE INC	CL B	654106103	33,015	447,000	SH		SOLE		447,000	0	0
NISOURCE INC	COM	65473P105	5,685	160,000	SH		SOLE		160,000	0	0
NOBLE CORP PLC	SHS USD	G65431101	62,206	1,900,000	SH		SOLE		1,900,000	0	0
NOBLE ENERGY INC	COM	655044105	14,421	203,000	SH		SOLE		203,000	0	0
NORDSTROM INC	COM	655664100	7,182	115,000	SH		SOLE		115,000	0	0
NORFOLK SOUTHERN CORP	COM	655844108	17,491	180,000	SH		SOLE		180,000	0	0
NORTHEAST UTILS	COM	664397106	11,466	252,000	SH		SOLE		252,000	0	0
NORTHERN TR CORP	COM	665859104	10,490	160,000	SH		SOLE		160,000	0	0
NORTHROP GRUMMAN CORP	COM	666807102	15,423	125,000	SH		SOLE		125,000	0	0
NORTHSTAR RLTY FIN CORP	COM	66704R100	4,247	263,128	SH		SOLE		263,128	0	0
NRG ENERGY INC	COM NEW	629377508	11,130	350,000	SH		SOLE		350,000	0	0
NTN BUZZTIME INC	COM NEW	629410309	325	500,000	SH		SOLE		500,000	0	0
NU SKIN ENTERPRISES INC	CL A	67018T105	19,884	240,000	SH		SOLE		240,000	0	0
NUMEREX CORP PA	CL A	67053A102	547	50,000	SH		SOLE		50,000	0	0
NVE CORP	COM NEW	629445206	1,141	20,000	SH		SOLE		20,000	0	0
NVIDIA CORP	COM	67066G104	10,746	600,000	SH		SOLE		600,000	0	0
NVR INC	COM	62944T105	27,528	24,000	SH		SOLE		24,000	0	0
NXSTAGE MEDICAL INC	COM	67072V103	977	76,700	SH		SOLE		76,700	0	0
OCCIDENTAL PETE CORP DEL	COM	674599105	43,357	455,000	SH		SOLE		455,000	0	0
OCEANEERING INTL INC	COM	675232102	1,509	21,000	SH		SOLE		21,000	0	0
OCLARO INC	COM NEW	67555N206	310	100,000	SH		SOLE		100,000	0	0
OFFICE DEPOT INC	COM	676220106	583	141,050	SH		SOLE		141,050	0	0
OGE ENERGY CORP	COM	670837103	1,838	50,000	SH		SOLE		50,000	0	0
OLD DOMINION FGHT LINES INC	COM	679580100	15,660	276,000	SH		SOLE		276,000	0	0
OMNICARE INC	COM	681904108	4,475	75,000	SH		SOLE		75,000	0	0
OMNICOM GROUP INC	COM	681919106	7,260	100,000	SH		SOLE		100,000	0	0
ON SEMICONDUCTOR CORP	COM	682189105	1,880	200,000	SH		SOLE		200,000	0	0
ONE GAS INC	COM	68235P108	1,374	38,250	SH		SOLE		38,250	0	0
ONEOK INC NEW	COM	682680103	50,540	853,000	SH		SOLE		853,000	0	0
OPHTHOTECH CORP	COM	683745103	625	17,500	SH		SOLE		17,500	0	0
ORACLE CORP	COM	68389X105	20,455	500,000	SH		SOLE		500,000	0	0
ORMAT TECHNOLOGIES INC	COM	686688102	4,201	140,000	SH		SOLE		140,000	0	0
OSI SYSTEMS INC	COM	671044105	5,986	100,000	SH		SOLE		100,000	0	0
OXFORD INDS INC	COM	691497309	3,284	42,000	SH		SOLE		42,000	0	0
PALO ALTO NETWORKS INC	COM	697435105	5,488	80,000	SH		SOLE		80,000	0	0
PARKE BANCORP INC	COM	700885106	1,157	103,856	SH		SOLE		103,856	0	0
PATTERSON UTI ENERGY INC	COM	703481101	3,833	121,000	SH		SOLE		121,000	0	0
PCM INC	COM	69323K100	1,809	185,000	SH		SOLE		185,000	0	0
PDL BIOPHARMA INC	COM	69329Y104	1,039	125,000	SH		SOLE		125,000	0	0
PEABODY ENERGY CORP	COM	704549104	5,719	350,000	SH		SOLE		350,000	0	0
PEBBLEBROOK HOTEL TR	COM	70509V100	14,114	417,934	SH		SOLE		417,934	0	0
PENN NATL GAMING INC	COM	707569109	246	20,000	SH		SOLE		20,000	0	0
PENN VA CORP	COM	707882106	3,498	200,000	SH		SOLE		200,000	0	0
PENSKE AUTOMOTIVE GRP INC	COM	70959W103	6,606	154,500	SH		SOLE		154,500	0	0
PEPCO HOLDINGS INC	COM	713291102	5,530	270,000	SH		SOLE		270,000	0	0
PEPSICO INC	COM	713448108	155,277	1,859,600	SH		SOLE		1,859,600	0	0
PERKINELMER INC	COM	714046109	4,506	100,000	SH		SOLE		100,000	0	0
PERRIGO CO PLC	SHS	G97822103	61,864	400,000	SH		SOLE		400,000	0	0
PETSMART INC	COM	716768106	32,378	470,000	SH		SOLE		470,000	0	0
PFIZER INC	COM	717081103	279,676	8,707,236	SH		SOLE		8,707,236	0	0
PG&E CORP	COM	69331C108	12,658	293,000	SH		SOLE		293,000	0	0
PHARMACYCLICS INC	COM	716933106	1,002	10,000	SH		SOLE		10,000	0	0
PHARMERICA CORP	COM	71714F104	420	15,000	SH		SOLE		15,000	0	0
PHILIP MORRIS INTL INC	COM	718172109	209,260	2,556,000	SH		SOLE		2,556,000	0	0
PHILLIPS 66	COM	718546104	26,971	350,000	SH		SOLE		350,000	0	0
PHOTRONICS INC	COM	719405102	1,706	200,000	SH		SOLE		200,000	0	0
PIEDMONT NAT GAS INC	COM	720186105	1,239	35,000	SH		SOLE		35,000	0	0
PIER 1 IMPORTS INC	COM	720279108	8,260	437,500	SH		SOLE		437,500	0	0
PINNACLE WEST CAP CORP	COM	723484101	5,193	95,000	SH		SOLE		95,000	0	0
PIONEER NAT RES CO	COM	723787107	16,843	90,000	SH		SOLE		90,000	0	0
PLX TECHNOLOGY INC	COM	693417107	12,100	2,000,000	SH		SOLE		2,000,000	0	0
PNC FINL SVCS GROUP INC	COM	693475105	96,573	1,110,031	SH		SOLE		1,110,031	0	0
PNM RES INC	COM	69349H107	2,162	80,000	SH		SOLE		80,000	0	0
POLYCOM INC	COM	73172K104	823	60,000	SH		SOLE		60,000	0	0
POTLATCH CORP NEW	COM	737630103	1,548	40,000	SH		SOLE		40,000	0	0
POWER SOLUTIONS INTL INC	COM NEW	73933G202	6,765	90,000	SH		SOLE		90,000	0	0
PPG INDS INC	COM	693506107	1,935	10,000	SH		SOLE		10,000	0	0
PPL CORP	COM	69351T106	38,161	1,151,500	SH		SOLE		1,151,500	0	0
PRAXAIR INC	COM	74005P104	2,619	20,000	SH		SOLE		20,000	0	0
PRECISION CASTPARTS CORP	COM	740189105	112,225	444,000	SH		SOLE		444,000	0	0
PRICE T ROWE GROUP INC	COM	74144T108	21,617	262,500	SH		SOLE		262,500	0	0
PRIMERICA INC	COM	74164M108	25,439	540,000	SH		SOLE		540,000	0	0
PROCTER & GAMBLE CO	COM	742718109	237,685	2,948,945	SH		SOLE		2,948,945	0	0
PROGRESSIVE CORP OHIO	COM	743315103	7,266	300,000	SH		SOLE		300,000	0	0
PROLOGIS INC	COM	74340W103	12,249	300,000	SH		SOLE		300,000	0	0
PROS HOLDINGS INC	COM	74346Y103	27,035	858,000	SH		SOLE		858,000	0	0
PROVIDENT FINL SVCS INC	COM	74386T105	919	50,000	SH		SOLE		50,000	0	0
PRUDENTIAL FINL INC	COM	744320102	132,816	1,569,000	SH		SOLE		1,569,000	0	0
PTC INC	COM	69370C100	36,847	1,040,000	SH		SOLE		1,040,000	0	0
PUBLIC STORAGE	COM	74460D109	9,562	56,750	SH		SOLE		56,750	0	0
PUBLIC SVC ENTERPRISE GROUP	COM	744573106	12,777	335,000	SH		SOLE		335,000	0	0
PVH CORP	COM	693656100	8,672	69,500	SH		SOLE		69,500	0	0
QEP RES INC	COM	74733V100	7,360	250,000	SH		SOLE		250,000	0	0
QLIK TECHNOLOGIES INC	COM	74733T105	12,763	480,000	SH		SOLE		480,000	0	0
QUALCOMM INC	COM	747525103	130,119	1,650,000	SH		SOLE		1,650,000	0	0
QUANTA SVCS INC	COM	74762E102	61,461	1,665,600	SH		SOLE		1,665,600	0	0
QUEST DIAGNOSTICS INC	COM	74834L100	29,828	515,000	SH		SOLE		515,000	0	0
QUESTAR CORP	COM	748356102	4,756	200,000	SH		SOLE		200,000	0	0
RACKSPACE HOSTING INC	COM	750086100	16,082	490,000	SH		SOLE		490,000	0	0
RALPH LAUREN CORP	CL A	751212101	6,196	38,500	SH		SOLE		38,500	0	0
RANGE RES CORP	COM	75281A109	8,297	100,000	SH		SOLE		100,000	0	0
RAYMOND JAMES FINANCIAL INC	COM	754730109	41,948	750,000	SH		SOLE		750,000	0	0
RAYONIER INC	COM	754907103	4,591	100,000	SH		SOLE		100,000	0	0
RAYTHEON CO	COM NEW	755111507	34,577	350,000	SH		SOLE		350,000	0	0
REALNETWORKS INC	COM NEW	75605L708	227	30,000	SH		SOLE		30,000	0	0
RED HAT INC	COM	756577102	7,947	150,000	SH		SOLE		150,000	0	0
REDWOOD TR INC	COM	758075402	4,360	215,000	SH		SOLE		215,000	0	0
REGIONS FINL CORP NEW	COM	7591EP100	41,107	3,700,000	SH		SOLE		3,700,000	0	0
REINSURANCE GROUP AMER INC	COM NEW	759351604	6,392	80,272	SH		SOLE		80,272	0	0
REPUBLIC SVCS INC	COM	760759100	2,733	80,000	SH		SOLE		80,000	0	0
RESMED INC	COM	761152107	1,394	31,200	SH		SOLE		31,200	0	0
RESOURCE AMERICA INC	CL A	761195205	857	100,000	SH		SOLE		100,000	0	0
REVANCE THERAPEUTICS INC	COM	761330109	819	26,000	SH		SOLE		26,000	0	0
REXFORD INDL RLTY INC	COM	76169C100	2,056	145,000	SH		SOLE		145,000	0	0
REXNORD CORP NEW	COM	76169B102	18,547	640,000	SH		SOLE		640,000	0	0
REYNOLDS AMERICAN INC	COM	761713106	60,525	1,133,000	SH		SOLE		1,133,000	0	0
RIGNET INC	COM	766582100	10,766	200,000	SH		SOLE		200,000	0	0
RIVERBED TECHNOLOGY INC	COM	768573107	23,652	1,200,000	SH		SOLE		1,200,000	0	0
ROBERT HALF INTL INC	COM	770323103	11,410	272,000	SH		SOLE		272,000	0	0
ROCKET FUEL INC	COM	773111109	429	10,000	SH		SOLE		10,000	0	0
ROCK-TENN CO	CL A	772739207	57,535	545,000	SH		SOLE		545,000	0	0
ROCKWOOD HLDGS INC	COM	774415103	818	11,000	SH		SOLE		11,000	0	0
ROSS STORES INC	COM	778296103	2,504	35,000	SH		SOLE		35,000	0	0
ROWAN COMPANIES PLC	SHS CL A	G7665A101	4,378	130,000	SH		SOLE		130,000	0	0
RTI INTL METALS INC	COM	74973W107	8,334	300,000	SH		SOLE		300,000	0	0
RYDER SYS INC	COM	783549108	19,980	250,000	SH		SOLE		250,000	0	0
SABRA HEALTH CARE REIT INC	COM	78573L106	15,618	560,000	SH		SOLE		560,000	0	0
SAFEGUARD SCIENTIFICS INC	COM NEW	786449207	5,545	250,000	SH		SOLE		250,000	0	0
SAFEWAY INC	COM NEW	786514208	29,552	800,000	SH		SOLE		800,000	0	0
SAGA COMMUNICATIONS INC	CL A NEW	786598300	3,876	78,000	SH		SOLE		78,000	0	0
SANDISK CORP	COM	80004C101	8,119	100,000	SH		SOLE		100,000	0	0
SCANA CORP NEW	COM	80589M102	5,645	110,000	SH		SOLE		110,000	0	0
SCHEIN HENRY INC	COM	806407102	12,534	105,000	SH		SOLE		105,000	0	0
SCHWAB CHARLES CORP NEW	COM	808513105	12,845	470,000	SH		SOLE		470,000	0	0
SCIENCE APPLICATNS INTL CP N	COM	808625107	748	20,000	SH		SOLE		20,000	0	0
SCIQUEST INC NEW	COM	80908T101	10,806	400,000	SH		SOLE		400,000	0	0
SCOTTS MIRACLE GRO CO	CL A	810186106	10,724	175,000	SH		SOLE		175,000	0	0
SEACHANGE INTL INC	COM	811699107	2,819	270,000	SH		SOLE		270,000	0	0
SEALED AIR CORP NEW	COM	81211K100	24,718	752,000	SH		SOLE		752,000	0	0
SEMPRA ENERGY	COM	816851109	16,933	175,000	SH		SOLE		175,000	0	0
SEQUENTIAL BRANDS GROUP INC	COM NEW	817340201	8,194	1,024,200	SH		SOLE		1,024,200	0	0
SI FINL GROUP INC MD	COM	78425V104	304	26,943	SH		SOLE		26,943	0	0
SIGNATURE BK NEW YORK N Y	COM	82669G104	1,884	15,000	SH		SOLE		15,000	0	0
SILICON IMAGE INC	COM	82705T102	1,380	200,000	SH		SOLE		200,000	0	0
SIMON PPTY GROUP INC NEW	COM	828806109	38,364	233,927	SH		SOLE		233,927	0	0
SINCLAIR BROADCAST GROUP INC	CL A	829226109	57,295	2,115,000	SH		SOLE		2,115,000	0	0
SKECHERS U S A INC	CL A	830566105	3,289	90,000	SH		SOLE		90,000	0	0
SL GREEN RLTY CORP	COM	78440X101	4,704	46,750	SH		SOLE		46,750	0	0
SM ENERGY CO	COM	78454L100	2,139	30,000	SH		SOLE		30,000	0	0
SMUCKER J M CO	COM NEW	832696405	6,277	64,556	SH		SOLE		64,556	0	0
SNYDERS-LANCE INC	COM	833551104	3,101	110,000	SH		SOLE		110,000	0	0
SONIC AUTOMOTIVE INC	CL A	83545G102	4,541	202,000	SH		SOLE		202,000	0	0
SONUS NETWORKS INC	COM	835916107	674	200,000	SH		SOLE		200,000	0	0
SOUTH JERSEY INDS INC	COM	838518108	1,963	35,000	SH		SOLE		35,000	0	0
SOUTHERN CO	COM	842587107	25,090	571,000	SH		SOLE		571,000	0	0
SOUTHWEST AIRLS CO	COM	844741108	40,137	1,700,000	SH		SOLE		1,700,000	0	0
SOUTHWEST GAS CORP	COM	844895102	1,871	35,000	SH		SOLE		35,000	0	0
SOUTHWESTERN ENERGY CO	COM	845467109	11,042	240,000	SH		SOLE		240,000	0	0
SOVRAN SELF STORAGE INC	COM	84610H108	881	12,000	SH		SOLE		12,000	0	0
SPECTRA ENERGY CORP	COM	847560109	15,884	430,000	SH		SOLE		430,000	0	0
SPIRIT AEROSYSTEMS HLDGS INC	COM CL A	848574109	28,444	1,009,000	SH		SOLE		1,009,000	0	0
ST JUDE MED INC	COM	790849103	53,620	820,000	SH		SOLE		820,000	0	0
STAG INDL INC	COM	85254J102	6,628	275,000	SH		SOLE		275,000	0	0
STARBUCKS CORP	COM	855244109	36,690	500,000	SH		SOLE		500,000	0	0
STARWOOD HOTELS&RESORTS WRLD	COM	85590A401	5,707	71,695	SH		SOLE		71,695	0	0
STARWOOD PPTY TR INC	COM	85571B105	16,242	688,500	SH		SOLE		688,500	0	0
STARWOOD WAYPOINT RESIDENTL	COM SHS	85571W109	3,964	137,700	SH		SOLE		137,700	0	0
STATE STR CORP	COM	857477103	21,421	308,000	SH		SOLE		308,000	0	0
STEEL DYNAMICS INC	COM	858119100	12,898	725,000	SH		SOLE		725,000	0	0
STEELCASE INC	CL A	858155203	1,113	67,000	SH		SOLE		67,000	0	0
STEIN MART INC	COM	858375108	701	50,000	SH		SOLE		50,000	0	0
STERICYCLE INC	COM	858912108	341	3,000	SH		SOLE		3,000	0	0
STIFEL FINL CORP	COM	860630102	24,880	500,000	SH		SOLE		500,000	0	0
STRATEGIC HOTELS & RESORTS I	COM	86272T106	2,649	260,000	SH		SOLE		260,000	0	0
STREAMLINE HEALTH SOLUTIONS	COM	86323X106	252	50,000	SH		SOLE		50,000	0	0
STRYKER CORP	COM	863667101	3,666	45,000	SH		SOLE		45,000	0	0
SUMMER INFANT INC	COM	865646103	523	250,000	SH		SOLE		250,000	0	0
SUN BANCORP INC	COM	86663B102	111	33,075	SH		SOLE		33,075	0	0
SUN CMNTYS INC	COM	866674104	9,469	210,000	SH		SOLE		210,000	0	0
SUNCOKE ENERGY INC	COM	86722A103	914	40,000	SH		SOLE		40,000	0	0
SUNEDISON INC	COM	86732Y109	1,884	100,000	SH		SOLE		100,000	0	0
SUPERIOR ENERGY SVCS INC	COM	868157108	2,307	75,000	SH		SOLE		75,000	0	0
SVB FINL GROUP	COM	78486Q101	12,234	95,000	SH		SOLE		95,000	0	0
SYMANTEC CORP	COM	871503108	51,922	2,600,000	SH		SOLE		2,600,000	0	0
SYNOPSYS INC	COM	871607107	8,066	210,000	SH		SOLE		210,000	0	0
SYSCO CORP	COM	871829107	12,031	333,000	SH		SOLE		333,000	0	0
TAL INTL GROUP INC	COM	874083108	36,011	840,000	SH		SOLE		840,000	0	0
TARGET CORP	COM	87612E106	26,920	444,880	SH		SOLE		444,880	0	0
TAUBMAN CTRS INC	COM	876664103	1,380	19,500	SH		SOLE		19,500	0	0
TAYLOR MORRISON HOME CORP	CL A	87724P106	9,106	387,495	SH		SOLE		387,495	0	0
TE CONNECTIVITY LTD	REG SHS	H84989104	48,168	800,000	SH		SOLE		800,000	0	0
TECO ENERGY INC	COM	872375100	4,133	241,000	SH		SOLE		241,000	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	1,460	15,000	SH		SOLE		15,000	0	0
TENET HEALTHCARE CORP	COM NEW	88033G407	60,469	1,412,500	SH		SOLE		1,412,500	0	0
TERADATA CORP DEL	COM	88076W103	9,838	200,000	SH		SOLE		200,000	0	0
TERADYNE INC	COM	880770102	5,967	300,000	SH		SOLE		300,000	0	0
TEXAS INDS INC	COM	882491103	6,722	75,000	SH		SOLE		75,000	0	0
TEXAS INSTRS INC	COM	882508104	35,363	750,000	SH		SOLE		750,000	0	0
THE ADT CORPORATION	COM	00101J106	25,458	850,000	SH		SOLE		850,000	0	0
THERAVANCE INC	COM	88338T104	13,586	439,108	SH		SOLE		439,108	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	13,106	109,000	SH		SOLE		109,000	0	0
THOR INDS INC	COM	885160101	4,580	75,000	SH		SOLE		75,000	0	0
TIFFANY & CO NEW	COM	886547108	6,375	74,000	SH		SOLE		74,000	0	0
TIME WARNER CABLE INC	COM	88732J207	96,026	700,000	SH		SOLE		700,000	0	0
TIME WARNER INC	COM NEW	887317303	111,061	1,700,000	SH		SOLE		1,700,000	0	0
TITAN INTL INC ILL	COM	88830M102	25,447	1,340,000	SH		SOLE		1,340,000	0	0
TITAN MACHY INC	COM	88830R101	5,641	360,000	SH		SOLE		360,000	0	0
TIVO INC	COM	888706108	4,763	360,000	SH		SOLE		360,000	0	0
TJX COS INC NEW	COM	872540109	29,719	490,000	SH		SOLE		490,000	0	0
TOLL BROTHERS INC	COM	889478103	37,587	1,047,000	SH		SOLE		1,047,000	0	0
TOOTSIE ROLL INDS INC	COM	890516107	2,655	88,671	SH		SOLE		88,671	0	0
TRACTOR SUPPLY CO	COM	892356106	7,586	107,400	SH		SOLE		107,400	0	0
TRANSDIGM GROUP INC	COM	893641100	45,189	244,000	SH		SOLE		244,000	0	0
TRAVELCENTERS OF AMERICA LLC	COM	894174101	12,225	1,500,000	SH		SOLE		1,500,000	0	0
TRAVELERS COMPANIES INC	COM	89417E109	30,516	358,595	SH		SOLE		358,595	0	0
TREEHOUSE FOODS INC	COM	89469A104	41,754	580,000	SH		SOLE		580,000	0	0
TREX CO INC	COM	89531P105	14,220	194,370	SH		SOLE		194,370	0	0
TRINITY INDS INC	COM	896522109	360	5,000	SH		SOLE		5,000	0	0
TRIQUINT SEMICONDUCTOR INC	COM	89674K103	2,343	175,000	SH		SOLE		175,000	0	0
TRIUMPH GROUP INC NEW	COM	896818101	82,850	1,282,900	SH		SOLE		1,282,900	0	0
TRW AUTOMOTIVE HLDGS CORP	COM	87264S106	55,502	680,000	SH		SOLE		680,000	0	0
TUPPERWARE BRANDS CORP	COM	899896104	8,711	104,000	SH		SOLE		104,000	0	0
TWENTY FIRST CENTY FOX INC	CL B	90130A200	74,688	2,400,000	SH		SOLE		2,400,000	0	0
TYCO INTERNATIONAL LTD	SHS	H89128104	13,422	316,550	SH		SOLE		316,550	0	0
U M H PROPERTIES INC	COM	903002103	2,152	220,000	SH		SOLE		220,000	0	0
UCP INC	CL A	90265Y106	2,259	150,000	SH		SOLE		150,000	0	0
ULTA SALON COSMETCS & FRAG I	COM	90384S303	7,019	72,000	SH		SOLE		72,000	0	0
ULTRA CLEAN HLDGS INC	COM	90385V107	3,288	250,000	SH		SOLE		250,000	0	0
ULTRAGENYX PHARMACEUTICAL IN	COM	90400D108	460	9,400	SH		SOLE		9,400	0	0
UNDER ARMOUR INC	CL A	904311107	42,417	370,000	SH		SOLE		370,000	0	0
UNION PAC CORP	COM	907818108	39,409	210,000	SH		SOLE		210,000	0	0
UNITED CONTL HLDGS INC	COM	910047109	12,273	275,000	SH		SOLE		275,000	0	0
UNITED NAT FOODS INC	COM	911163103	45,388	640,000	SH		SOLE		640,000	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	58,428	600,000	SH		SOLE		600,000	0	0
UNITED RENTALS INC	COM	911363109	79,750	840,000	SH		SOLE		840,000	0	0
UNITED STATES STL CORP NEW	COM	912909108	7,593	275,000	SH		SOLE		275,000	0	0
UNITED TECHNOLOGIES CORP	COM	913017109	68,644	587,500	SH		SOLE		587,500	0	0
UNITED THERAPEUTICS CORP DEL	COM	91307C102	13,164	140,000	SH		SOLE		140,000	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	41,834	510,228	SH		SOLE		510,228	0	0
UNIVERSAL DISPLAY CORP	COM	91347P105	6,382	200,000	SH		SOLE		200,000	0	0
UNIVERSAL HLTH SVCS INC	CL B	913903100	15,593	190,000	SH		SOLE		190,000	0	0
URBAN OUTFITTERS INC	COM	917047102	3,173	87,000	SH		SOLE		87,000	0	0
URS CORP NEW	COM	903236107	49,695	1,056,000	SH		SOLE		1,056,000	0	0
US BANCORP DEL	COM NEW	902973304	46,789	1,091,671	SH		SOLE		1,091,671	0	0
UTI WORLDWIDE INC	ORD	G87210103	4,236	400,000	SH		SOLE		400,000	0	0
VAIL RESORTS INC	COM	91879Q109	2,091	30,000	SH		SOLE		30,000	0	0
VALERO ENERGY CORP NEW	COM	91913Y100	19,116	360,000	SH		SOLE		360,000	0	0
VECTREN CORP	COM	92240G101	2,757	70,000	SH		SOLE		70,000	0	0
VENTAS INC	COM	92276F100	3,029	50,000	SH		SOLE		50,000	0	0
VERA BRADLEY INC	COM	92335C106	729	27,000	SH		SOLE		27,000	0	0
VERIFONE SYS INC	COM	92342Y109	45,657	1,350,000	SH		SOLE		1,350,000	0	0
VERISIGN INC	COM	92343E102	6,469	120,000	SH		SOLE		120,000	0	0
VERISK ANALYTICS INC	CL A	92345Y106	2,998	50,000	SH		SOLE		50,000	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	201,863	4,243,500	SH		SOLE		4,243,500	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	4,243	60,000	SH		SOLE		60,000	0	0
VIACOM INC NEW	CL B	92553P201	52,694	620,000	SH		SOLE		620,000	0	0
VIASAT INC	COM	92552V100	4,142	60,000	SH		SOLE		60,000	0	0
VISA INC	COM CL A	92826C839	125,199	580,000	SH		SOLE		580,000	0	0
VISHAY INTERTECHNOLOGY INC	COM	928298108	1,116	75,000	SH		SOLE		75,000	0	0
VISHAY PRECISION GROUP INC	COM	92835K103	1,055	60,714	SH		SOLE		60,714	0	0
VIVUS INC	COM	928551100	8,316	1,400,000	SH		SOLE		1,400,000	0	0
VORNADO RLTY TR	SH BEN INT	929042109	2,650	26,886	SH		SOLE		26,886	0	0
W P CAREY INC	COM	92936U109	2,643	44,000	SH		SOLE		44,000	0	0
WABASH NATL CORP	COM	929566107	29,034	2,110,000	SH		SOLE		2,110,000	0	0
WALGREEN CO	COM	931422109	28,842	436,800	SH		SOLE		436,800	0	0
WAL-MART STORES INC	COM	931142103	122,594	1,604,000	SH		SOLE		1,604,000	0	0
WATTS WATER TECHNOLOGIES INC	CL A	942749102	20,542	350,000	SH		SOLE		350,000	0	0
WCI CMNTYS INC	COM PAR $0.01	92923C807	790	40,000	SH		SOLE		40,000	0	0
WEB COM GROUP INC	COM	94733A104	4,084	120,000	SH		SOLE		120,000	0	0
WELLPOINT INC	COM	94973V107	9,457	95,000	SH		SOLE		95,000	0	0
WELLS FARGO & CO NEW	COM	949746101	402,446	8,091,000	SH		SOLE		8,091,000	0	0
WESTAR ENERGY INC	COM	95709T100	3,516	100,000	SH		SOLE		100,000	0	0
WESTERN UN CO	COM	959802109	5,726	350,000	SH		SOLE		350,000	0	0
WEYERHAEUSER CO	COM	962166104	57,820	1,970,000	SH		SOLE		1,970,000	0	0
WEYERHAEUSER CO	PREF CONV SER A	962166872	5,460	100,000	SH		SOLE		100,000	0	0
WGL HLDGS INC	COM	92924F106	1,803	45,000	SH		SOLE		45,000	0	0
WHEELER REAL ESTATE INVT TR	COM	963025101	159	35,000	SH		SOLE		35,000	0	0
WHIRLPOOL CORP	COM	963320106	21,821	146,000	SH		SOLE		146,000	0	0
WHOLE FOODS MKT INC	COM	966837106	5,325	105,000	SH		SOLE		105,000	0	0
WILLIAMS COS INC DEL	COM	969457100	18,870	465,000	SH		SOLE		465,000	0	0
WISCONSIN ENERGY CORP	COM	976657106	8,956	192,400	SH		SOLE		192,400	0	0
WOODWARD INC	COM	980745103	3,738	90,000	SH		SOLE		90,000	0	0
WPX ENERGY INC	COM	98212B103	6,581	365,000	SH		SOLE		365,000	0	0
WYNDHAM WORLDWIDE CORP	COM	98310W108	18,088	247,000	SH		SOLE		247,000	0	0
XCEL ENERGY INC	COM	98389B100	10,930	360,000	SH		SOLE		360,000	0	0
XENOPORT INC	COM	98411C100	2,890	559,082	SH		SOLE		559,082	0	0
XL GROUP PLC	SHS	G98290102	8,750	280,000	SH		SOLE		280,000	0	0
XO GROUP INC	COM	983772104	4,563	450,000	SH		SOLE		450,000	0	0
XPO LOGISTICS INC	COM	983793100	3,823	130,000	SH		SOLE		130,000	0	0
YAHOO INC	COM	984332106	39,490	1,100,000	SH		SOLE		1,100,000	0	0
YUM BRANDS INC	COM	988498101	26,236	348,000	SH		SOLE		348,000	0	0
ZAIS FINL CORP	COM	98886K108	6,639	398,500	SH		SOLE		398,500	0	0
ZIMMER HLDGS INC	COM	98956P102	11,870	125,500	SH		SOLE		125,500	0	0
ZOETIS INC	CL A	98978V103	58,842	2,033,234	SH		SOLE		2,033,234	0	0