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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
COVIDIEN PLC SHS G2554F113 34,482 506,350 SH   DFND 1 506,350 0 0
EATON CORP PLC SHS G29183103 21,382 280,900 SH   DFND 1 280,900 0 0
ENSCO PL SHS CLASS A G3157S106 30,591 535,000 SH   DFND 1 535,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 17,782 275,600 SH   DFND 1 275,600 0 0
NXP SEMICONDUCTORS N V COM N6596X109 14,468 315,000 SH   DFND 1 315,000 0 0
SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 14,027 361,800 SH   DFND 1 361,800 0 0
ABB LTD SPONSORED ADR 000375204 12,090 455,200 SH   DFND 1 455,200 0 0
ABBOTT LAB COM 002824100 25,144 656,000 SH   DFND 1 656,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 821 12,900 SH   DFND 1 12,900 0 0
ALLERGAN INC COM 018490102 47,931 431,500 SH   DFND 1 431,500 0 0
ALTERA CORPORATION COM 021441100 16,223 498,718 SH   DFND 1 498,718 0 0
ALTRIA GROUP INC COM 02209S103 24,186 630,000 SH   DFND 1 630,000 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 593 18,400 SH   DFND 1 18,400 0 0
AMERICAN EXPRESS CO COM 025816109 19,053 210,000 SH   DFND 1 210,000 0 0
AMERICAN INTERNATIONAL GROUP INC COM 026874784 23,636 463,000 SH   DFND 1 463,000 0 0
AMERIPRISE FINL INC COM 03076C106 17,373 151,000 SH   DFND 1 151,000 0 0
ANADARKO PETRO CORP COM 032511107 15,864 200,000 SH   DFND 1 200,000 0 0
ANALOG DEVICES INC COM 032654105 21,543 423,000 SH   DFND 1 423,000 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 485 18,700 SH   DFND 1 18,700 0 0
APPLE INC COM 037833100 121,144 215,900 SH   DFND 1 215,900 0 0
AVALONBAY CMNTYS INC COM 053484101 1,458 12,330 SH   DFND 1 12,330 0 0
BB&T CORP COM 054937107 21,646 580,000 SH   DFND 1 580,000 0 0
BAXTER INTL INC COM 071813109 28,542 410,375 SH   DFND 1 410,375 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 32,965 1,046,500 SH   DFND 1 1,046,500 0 0
BE AEROSPACE INC COM 073302101 304,404 3,497,695 SH   DFND 1 3,497,695 0 0
BOEING CO COM 097023105 50,638 371,000 SH   DFND 1 371,000 0 0
BORG WARNER INC COM 099724106 10,701 191,400 SH   DFND 1 191,400 0 0
BOSTON PROPERTIES INC COM 101121101 1,847 18,400 SH   DFND 1 18,400 0 0
BROADCOM CORP CL A 111320107 21,627 729,400 SH   DFND 1 729,400 0 0
CMS ENERGY CORP COM 125896100 13,385 500,000 SH   DFND 1 500,000 0 0
CVS CAREMARK CORP COM 126650100 51,681 722,100 SH   DFND 1 722,100 0 0
CAMDEN PPTY TR SH BEN INT 133131102 21,700 381,510 SH   DFND 1 381,510 0 0
CAMERON INTL CORP COM STK COM 13342B105 30,015 504,200 SH   DFND 1 504,200 0 0
CANADIAN PAC RY LTD COM 13645T100 16,645 110,000 SH   DFND 1 110,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 33,762 440,700 SH   DFND 1 440,700 0 0
CARDINAL HEALTH INC COM 14149Y108 34,294 513,300 SH   DFND 1 513,300 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 16,638 467,091 SH   DFND 1 467,091 0 0
CELGENE CORP COM 151020104 29,872 176,800 SH   DFND 1 176,800 0 0
CHEVRON CORP COM 166764100 80,005 640,500 SH   DFND 1 640,500 0 0
CISCO SYSTEMS INC COM 17275R102 55,698 2,481,000 SH   DFND 1 2,481,000 0 0
CITIGROUP INC COM NEW 172967424 33,986 652,200 SH   DFND 1 652,200 0 0
CITRIX SYS INC COM 177376100 28,210 446,000 SH   DFND 1 446,000 0 0
COACH INC COM 189754104 34,694 618,100 SH   DFND 1 618,100 0 0
COCA COLA CO COM 191216100 58,660 1,420,000 SH   DFND 1 1,420,000 0 0
COCA-COLA ENTERPRISES INC NE COM 19122T109 13,850 313,850 SH   DFND 1 313,850 0 0
COLE REAL ESTATE INVTS INC COM 19329V105 1,049 74,700 SH   DFND 1 74,700 0 0
COMCAST CORP NEW CL A 20030N101 19,835 381,700 SH   DFND 1 381,700 0 0
COSTCO WHOLESALE CORP NEW COM 22160K105 29,038 244,000 SH   DFND 1 244,000 0 0
CUMMINS INC COM 231021106 15,225 108,000 SH   DFND 1 108,000 0 0
DDR CORP COM 23317H102 828 53,900 SH   DFND 1 53,900 0 0
D R HORTON INC COM 23331A109 16,740 750,000 SH   DFND 1 750,000 0 0
DANAHER CORP COM 235851102 29,043 376,200 SH   DFND 1 376,200 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 422 36,500 SH   DFND 1 36,500 0 0
DICKS SPORTING GOODS INC COM 253393102 23,705 408,000 SH   DFND 1 408,000 0 0
DIGITAL RLTY TR INC COM 253868103 467 9,500 SH   DFND 1 9,500 0 0
WALT DISNEY CO COM 254687106 23,126 302,700 SH   DFND 1 302,700 0 0
DOUGLAS EMMETT INC COM 25960P109 510 21,900 SH   DFND 1 21,900 0 0
DOW CHEMICAL CO C COM 260543103 46,753 1,053,000 SH   DFND 1 1,053,000 0 0
DUKE REALTY CORP COM NEW 264411505 672 44,700 SH   DFND 1 44,700 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 55,415 803,000 SH   DFND 1 803,000 0 0
DUPONT FABROS TECHNOLOGY INC COM 26613Q106 479 19,400 SH   DFND 1 19,400 0 0
E M C CORP MASS COM 268648102 37,863 1,505,500 SH   DFND 1 1,505,500 0 0
EASTMAN CHEM CO COM 277432100 14,930 185,000 SH   DFND 1 185,000 0 0
EBAY INC COM 278642103 30,244 551,000 SH   DFND 1 551,000 0 0
EQTY LIFESTYLE PPTYS INC COM 29472R108 543 15,000 SH   DFND 1 15,000 0 0
EQTY RESIDENTIAL SH BEN INT 29476L107 2,140 41,250 SH   DFND 1 41,250 0 0
ESSEX PPTY TR INC COM 297178105 847 5,900 SH   DFND 1 5,900 0 0
EXTRA SPACE STORAGE INC COM 30225T102 699 16,600 SH   DFND 1 16,600 0 0
EXXON MOBIL CORP COM 30231G102 95,017 938,900 SH   DFND 1 938,900 0 0
FEDERAL RLTY INVT TR SH BEN INT NEW 313747206 923 9,100 SH   DFND 1 9,100 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 14,279 266,000 SH   DFND 1 266,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 32,403 2,100,000 SH   DFND 1 2,100,000 0 0
FREEPORT-MCMORAN COPPER & GOLD INC COM 35671D857 15,096 400,000 SH   DFND 1 400,000 0 0
GEO GROUP INC COM 36159R103 580 18,000 SH   DFND 1 18,000 0 0
GENERAL ELECTRIC CO COM 369604103 52,197 1,862,200 SH   DFND 1 1,862,200 0 0
GENERAL GROWTH PPTYS INC NEW COM 370023103 1,632 81,300 SH   DFND 1 81,300 0 0
GEN MTRS CO COM 37045V100 23,705 580,000 SH   DFND 1 580,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 26,589 150,000 SH   DFND 1 150,000 0 0
GOOGLE INC CL A 38259P508 65,898 58,800 SH   DFND 1 58,800 0 0
HCP INC COM 40414L109 1,642 45,200 SH   DFND 1 45,200 0 0
HALLIBURTON CO COM 406216101 14,058 277,000 SH   DFND 1 277,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 31,520 870,000 SH   DFND 1 870,000 0 0
HEALTHCARE RLTY TR COM 421946104 200 9,400 SH   DFND 1 9,400 0 0
HEALTH CARE REIT INC COM 42217K106 27,337 510,300 SH   DFND 1 510,300 0 0
HIGHWOODS PPTYS INC COM 431284108 622 17,200 SH   DFND 1 17,200 0 0
HOME DEPOT INC COM 437076102 43,558 529,000 SH   DFND 1 529,000 0 0
HOST HOTELS & RESORTS INC COM 44107P104 1,857 95,500 SH   DFND 1 95,500 0 0
IRON MTN INC COM 462846106 7,624 251,188 SH   DFND 1 251,188 0 0
JPMORGAN CHASE & CO COM 46625H100 92,948 1,589,400 SH   DFND 1 1,589,400 0 0
JOHNSON & JOHNSON COM 478160104 50,237 548,500 SH   DFND 1 548,500 0 0
KELLOGG CO COM 487836108 39,696 650,000 SH   DFND 1 650,000 0 0
KILROY RLTY CORP COM 49427F108 758 15,100 SH   DFND 1 15,100 0 0
KIMBERLY-CLARK CORP COM 494368103 17,758 170,000 SH   DFND 1 170,000 0 0
KIMCO RLTY CORP COM 49446R109 1,041 52,700 SH   DFND 1 52,700 0 0
LAS VEGAS SANDS CORP COM 517834107 36,193 458,900 SH   DFND 1 458,900 0 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 657 21,300 SH   DFND 1 21,300 0 0
LAUDER ESTEE COS INC CL A 518439104 27,416 364,000 SH   DFND 1 364,000 0 0
LIBERTY PPTY TR SH BEN INT COM 531172104 721 21,300 SH   DFND 1 21,300 0 0
ELI LILLY & CO COM 532457108 30,600 600,000 SH   DFND 1 600,000 0 0
MACERICH CO COM 554382101 777 13,200 SH   DFND 1 13,200 0 0
MARATHON OIL CORP COM 565849106 14,120 400,000 SH   DFND 1 400,000 0 0
MARSH & MCLENNAN CO'S INC COM 571748102 16,587 343,000 SH   DFND 1 343,000 0 0
MC DONALDS CORP COM 580135101 25,228 260,000 SH   DFND 1 260,000 0 0
MCKESSON CORP COM 58155Q103 32,441 201,000 SH   DFND 1 201,000 0 0
MERCK & CO INC NEW COM 58933Y105 65,115 1,301,000 SH   DFND 1 1,301,000 0 0
METLIFE INC COM 59156R108 20,123 373,200 SH   DFND 1 373,200 0 0
MICROSOFT CORP COM 594918104 41,180 1,100,200 SH   DFND 1 1,100,200 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 17,900 400,000 SH   DFND 1 400,000 0 0
MONDELEZ INTL INC COM 609207105 32,794 929,000 SH   DFND 1 929,000 0 0
MONSANTO CO NEW COM 61166W101 15,082 129,400 SH   DFND 1 129,400 0 0
MOSAIC CO NEW COM 61945C103 9,123 193,000 SH   DFND 1 193,000 0 0
NEXTERA ENERGY INC COM 65339F101 26,431 308,700 SH   DFND 1 308,700 0 0
NIKE INC CL B 654106103 27,603 351,000 SH   DFND 1 351,000 0 0
NORTHEAST UTILS COM 664397106 30,245 713,500 SH   DFND 1 713,500 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105 18,430 193,800 SH   DFND 1 193,800 0 0
ORACLE CORP COM 68389X105 30,401 794,600 SH   DFND 1 794,600 0 0
PNC FINANCIAL SERVICES GROUP INC COM 693475105 22,033 284,000 SH   DFND 1 284,000 0 0
PVH CORP COM 693656100 26,116 192,000 SH   DFND 1 192,000 0 0
PEPSICO INC COM 713448108 37,323 450,000 SH   DFND 1 450,000 0 0
PFIZER INC COM 717081103 21,931 716,000 SH   DFND 1 716,000 0 0
PHILIP MORRIS INTL INC COM 718172109 80,987 929,500 SH   DFND 1 929,500 0 0
PRECISION CASTPARTS CORP COM 740189105 28,097 104,335 SH   DFND 1 104,335 0 0
T ROWE PRICE GROUP INC COM 74144T108 27,778 331,600 SH   DFND 1 331,600 0 0
PRICELINE COM INC COM NEW 741503403 11,508 9,900 SH   DFND 1 9,900 0 0
PROLOGIS INC COM 74340W103 2,250 60,900 SH   DFND 1 60,900 0 0
PRUDENTIAL FINL INC COM 744320102 16,572 179,700 SH   DFND 1 179,700 0 0
PUBLIC STORAGE COM 74460D109 2,122 14,100 SH   DFND 1 14,100 0 0
QUALCOMM INC COM 747525103 39,137 527,100 SH   DFND 1 527,100 0 0
QUESTAR CORP COM 748356102 24,140 1,050,000 SH   DFND 1 1,050,000 0 0
RLJ LODGING TR COM 74965L101 572 23,500 SH   DFND 1 23,500 0 0
REALTY INCOME CORP COM 756109104 511 13,700 SH   DFND 1 13,700 0 0
REGENCY CTRS CORP COM 758849103 607 13,100 SH   DFND 1 13,100 0 0
REPUBLIC SVCS INC COM 760759100 6,640 200,000 SH   DFND 1 200,000 0 0
RESMED INC COM 761152107 25,710 546,100 SH   DFND 1 546,100 0 0
ROPER INDS INC NEW COM 776696106 40,911 295,000 SH   DFND 1 295,000 0 0
SL GREEN RLTY CORP COM 78440X101 1,192 12,900 SH   DFND 1 12,900 0 0
SANOFI SPONSORED ADR 80105N105 59,323 1,106,147 SH   DFND 1 1,106,147 0 0
SCHLUMBERGER LTD COM 806857108 28,069 311,500 SH   DFND 1 311,500 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 30,022 840,000 SH   DFND 1 840,000 0 0
SENIOR HSG PPTYS TR SH BEN INT 81721M109 409 18,400 SH   DFND 1 18,400 0 0
SHIRE PLC SPONSORED ADR 82481R106 13,776 97,500 SH   DFND 1 97,500 0 0
SIMON PROPERTY GROUP INC COM 828806109 4,869 32,000 SH   DFND 1 32,000 0 0
SMITH A O CORP COM 831865209 14,402 267,000 SH   DFND 1 267,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 21,812 554,600 SH   DFND 1 554,600 0 0
STARBUCKS CORP COM 855244109 21,121 269,431 SH   DFND 1 269,431 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 21,404 269,400 SH   DFND 1 269,400 0 0
STERICYCLE INC COM 858912108 20,272 174,499 SH   DFND 1 174,499 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 421 31,400 SH   DFND 1 31,400 0 0
TRW AUTOMOTIVE HLDGS CORP COM 87264S106 30,051 403,969 SH   DFND 1 403,969 0 0
TANGER FACTORY OUTLET CTRS INC COM 875465106 621 19,400 SH   DFND 1 19,400 0 0
TARGET CORP COM 87612E106 28,155 445,000 SH   DFND 1 445,000 0 0
TAUBMAN CTRS INC COM 876664103 518 8,100 SH   DFND 1 8,100 0 0
TERADATA CORP DEL COM 88076W103 15,439 339,400 SH   DFND 1 339,400 0 0
THERMO FISHER CORP COM 883556102 31,735 285,000 SH   DFND 1 285,000 0 0
TOTAL S A SPONSORED ADR 89151E109 20,832 340,000 SH   DFND 1 340,000 0 0
TWENTY-FIRST CENTY FOX INC CL A 90130A101 26,561 755,000 SH   DFND 1 755,000 0 0
UNILEVER N V N Y SHS NEW 904784709 59,661 1,483,000 SH   DFND 1 1,483,000 0 0
UNION PAC CORP COM 907818108 47,712 284,000 SH   DFND 1 284,000 0 0
UNITED PARCEL SVC INC CL B 911312106 18,746 178,400 SH   DFND 1 178,400 0 0
UNITED TECHNOLOGIES CORP COM 913017109 32,604 286,500 SH   DFND 1 286,500 0 0
URBAN OUTFITTERS INC COM 917047102 24,356 656,500 SH   DFND 1 656,500 0 0
VALERO ENERGY CORP NEW COM 91913Y100 20,160 400,000 SH   DFND 1 400,000 0 0
VENTAS INC COM 92276F100 1,827 31,900 SH   DFND 1 31,900 0 0
VERIZON COMMUNICATIONS COM 92343V104 22,113 450,000 SH   DFND 1 450,000 0 0
VISA INC COM CL A 92826C839 23,938 107,500 SH   DFND 1 107,500 0 0
VORNADO RLTY TR SH BEN INT 929042109 1,820 20,500 SH   DFND 1 20,500 0 0
WELLS FARGO & CO NEW COM 949746101 82,537 1,818,000 SH   DFND 1 1,818,000 0 0