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
EATON CORP PLC SHS G29183103 27,746 359,500 SH   DFND 1 359,500 0 0
ENSCO PLC SHS CLASS A G3157S106 34,653 623,600 SH   DFND 1 623,600 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 16,369 244,200 SH   DFND 1 244,200 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 9,765 100,000 SH   DFND 1 100,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 24,123 364,500 SH   DFND 1 364,500 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 23,830 509,400 SH   DFND 1 509,400 0 0
ABB LTD SPONSORED ADR 000375204 19,111 830,200 SH   DFND 1 830,200 0 0
AOL INC COM 00184X105 17,309 435,000 SH   DFND 1 435,000 0 0
ABBOTT LAB COM 002824100 26,732 653,600 SH   DFND 1 653,600 0 0
ABBVIE INC COM 00287Y109 15,521 275,000 SH   DFND 1 275,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 25,677 447,020 SH   DFND 1 447,020 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,957 25,200 SH   DFND 1 25,200 0 0
ALTERA CORP COM 021441100 17,252 496,318 SH   DFND 1 496,318 0 0
ALTRIA GROUP INC COM 02209S103 18,034 430,000 SH   DFND 1 430,000 0 0
AMAZON COM INC COM 023135106 25,982 80,000 SH   DFND 1 80,000 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 1,377 36,000 SH   DFND 1 36,000 0 0
AMERICAN EXPRESS CO COM 025816109 19,828 209,000 SH   DFND 1 209,000 0 0
AMERICAN INTERNATIONAL GROUP INC COM 026874784 33,294 610,000 SH   DFND 1 610,000 0 0
AMERN RLTY CAP PPTYS INC COM 02917T104 766 61,100 SH   DFND 1 61,100 0 0
AMERIPRISE FINL INC COM 03076C106 18,120 151,000 SH   DFND 1 151,000 0 0
ANADARKO PETRO CORP COM 032511107 24,959 228,000 SH   DFND 1 228,000 0 0
ANALOG DEVICES INC COM 032654105 17,324 320,400 SH   DFND 1 320,400 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 13,860 500,000 SH   DFND 1 500,000 0 0
APPLE INC COM 037833100 142,006 1,528,100 SH   DFND 1 1,528,100 0 0
AVALONBAY CMNTYS INC COM 053484101 4,256 29,930 SH   DFND 1 29,930 0 0
BAXTER INTL INC COM 071813109 9,788 135,375 SH   DFND 1 135,375 0 0
BE AEROSPACE INC COM 073302101 175,731 1,900,000 SH   DFND 1 1,900,000 0 0
BEST BUY INC COM 086516101 14,642 472,164 SH   DFND 1 472,164 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 31,805 951,100 SH   DFND 1 951,100 0 0
BOEING CO COM 097023105 66,096 519,500 SH   DFND 1 519,500 0 0
BOSTON PROPERTIES INC COM 101121101 4,452 37,670 SH   DFND 1 37,670 0 0
BROADCOM CORP CL A 111320107 15,806 425,800 SH   DFND 1 425,800 0 0
CMS ENERGY CORP COM 125896100 14,018 450,000 SH   DFND 1 450,000 0 0
CVS CAREMARK CORP COM 126650100 49,646 658,700 SH   DFND 1 658,700 0 0
CA INC COM 12673P105 14,657 510,000 SH   DFND 1 510,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102 20,186 283,710 SH   DFND 1 283,710 0 0
CAMERON INTL CORP COM 13342B105 30,591 451,800 SH   DFND 1 451,800 0 0
CANADIAN PAC RY LTD COM 13645T100 16,194 89,400 SH   DFND 1 89,400 0 0
CAPITAL ONE FINL CORP COM 14040H105 34,139 413,300 SH   DFND 1 413,300 0 0
CARDINAL HLTH INC COM 14149Y108 37,749 550,600 SH   DFND 1 550,600 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 31,114 916,191 SH   DFND 1 916,191 0 0
CATAMARAN CORP COM 148887102 30,029 680,000 SH   DFND 1 680,000 0 0
CELGENE CORP COM 151020104 37,083 431,800 SH   DFND 1 431,800 0 0
CHEVRON CORP COM 166764100 106,855 818,500 SH   DFND 1 818,500 0 0
CINEMARK HLDGS INC COM 17243V102 18,882 534,000 SH   DFND 1 534,000 0 0
CISCO SYSTEMS INC COM 17275R102 61,422 2,471,700 SH   DFND 1 2,471,700 0 0
CITIGROUP INC COM NEW 172967424 48,371 1,026,980 SH   DFND 1 1,026,980 0 0
CITRIX SYS INC COM 177376100 27,778 444,100 SH   DFND 1 444,100 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 1,381 53,100 SH   DFND 1 53,100 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 27,921 615,400 SH   DFND 1 615,400 0 0
CONAGRA FOODS COM 205887102 20,034 675,000 SH   DFND 1 675,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 28,514 247,600 SH   DFND 1 247,600 0 0
CUBESMART COM 229663109 1,042 56,900 SH   DFND 1 56,900 0 0
CUMMINS INC COM 231021106 16,540 107,200 SH   DFND 1 107,200 0 0
DDR CORP COM 23317H102 2,047 116,100 SH   DFND 1 116,100 0 0
DANAHER CORP COM 235851102 29,429 373,800 SH   DFND 1 373,800 0 0
DICKS SPORTING GOODS INC COM 253393102 19,647 421,972 SH   DFND 1 421,972 0 0
DIGITAL RLTY TR INC COM 253868103 1,417 24,300 SH   DFND 1 24,300 0 0
WALT DISNEY CO COM 254687106 23,244 271,100 SH   DFND 1 271,100 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 36,174 487,000 SH   DFND 1 487,000 0 0
DOUGLAS EMMETT INC COM 25960P109 1,211 42,900 SH   DFND 1 42,900 0 0
DOW CHEMICAL CO C COM 260543103 46,777 909,000 SH   DFND 1 909,000 0 0
DUKE REALTY CORP COM NEW 264411505 1,694 93,300 SH   DFND 1 93,300 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 53,454 720,500 SH   DFND 1 720,500 0 0
EMC CORP COM 268648102 39,431 1,497,000 SH   DFND 1 1,497,000 0 0
EASTMAN CHEM CO COM 277432100 24,790 283,800 SH   DFND 1 283,800 0 0
EBAY INC COM 278642103 27,458 548,500 SH   DFND 1 548,500 0 0
EQUITY LIFESTYLE PPTYS COM 29472R108 1,294 29,300 SH   DFND 1 29,300 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 5,075 80,550 SH   DFND 1 80,550 0 0
ESSEX PPTY TR INC COM 297178105 2,552 13,800 SH   DFND 1 13,800 0 0
EXTRA SPACE STORAGE INC COM 30225T102 1,518 28,500 SH   DFND 1 28,500 0 0
EXXON MOBIL CORP COM 30231G102 60,408 600,000 SH   DFND 1 600,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 2,152 17,800 SH   DFND 1 17,800 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 22,597 412,800 SH   DFND 1 412,800 0 0
FLOWSERVE CORP COM 34354P105 18,601 250,182 SH   DFND 1 250,182 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 11,637 675,000 SH   DFND 1 675,000 0 0
FREEPORT-MCMORAN INC COM 35671D857 34,573 947,200 SH   DFND 1 947,200 0 0
GEO GROUP INC COM 36156R103 1,254 35,100 SH   DFND 1 35,100 0 0
GNC HLDGS INC GNC HOLDINGS INC COM 36191G107 18,885 553,800 SH   DFND 1 553,800 0 0
GALLAGHER ARTHUR J & CO COM 363576109 16,310 350,000 SH   DFND 1 350,000 0 0
GAP INC COM 364760108 24,535 590,200 SH   DFND 1 590,200 0 0
GENERAL ELECTRIC CO COM 369604103 21,024 800,000 SH   DFND 1 800,000 0 0
GENERAL GROWTH PPTYS INC NEW COM 370023103 3,506 148,800 SH   DFND 1 148,800 0 0
GEN MTRS CO COM 37045V100 44,184 1,217,200 SH   DFND 1 1,217,200 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 30,139 180,000 SH   DFND 1 180,000 0 0
GOOGLE INC CL A 38259P508 66,419 113,600 SH   DFND 1 113,600 0 0
GOOGLE INC CL C 38259P706 39,464 68,600 SH   DFND 1 68,600 0 0
HCP INC COM 40414L109 3,654 88,300 SH   DFND 1 88,300 0 0
HALLIBURTON CO COM 406216101 16,900 238,000 SH   DFND 1 238,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 30,900 862,900 SH   DFND 1 862,900 0 0
HEALTHCARE RLTY TR COM 421946104 713 28,050 SH   DFND 1 28,050 0 0
HEALTH CARE REIT INC COM 42217K106 22,824 364,200 SH   DFND 1 364,200 0 0
HOME DEPOT INC COM 437076102 88,101 1,088,200 SH   DFND 1 1,088,200 0 0
HOST HOTELS & RESORTS INC COM 44107P104 4,272 194,100 SH   DFND 1 194,100 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 23,720 57,600 SH   DFND 1 57,600 0 0
ISHARES NASDAQ BIOTEC ETF 464287556 19,277 75,000 SH   DFND 1 75,000 0 0
JPMORGAN CHASE & CO COM 46625H100 86,568 1,502,400 SH   DFND 1 1,502,400 0 0
JOHNSON & JOHNSON COM 478160104 13,601 130,000 SH   DFND 1 130,000 0 0
KKR & CO L P DEL COM UNITS 48248M102 10,180 418,400 SH   DFND 1 418,400 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 34,952 325,100 SH   DFND 1 325,100 0 0
KILROY RLTY CORP COM 49427F108 1,987 31,900 SH   DFND 1 31,900 0 0
KIMBERLY-CLARK CORP COM 494368103 21,555 193,806 SH   DFND 1 193,806 0 0
KIMCO RLTY CORP COM 49446R109 2,365 102,900 SH   DFND 1 102,900 0 0
KOHLS CORP COM 500255104 13,642 258,965 SH   DFND 1 258,965 0 0
LAS VEGAS SANDS CORP COM 517834107 55,214 724,400 SH   DFND 1 724,400 0 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 1,642 46,520 SH   DFND 1 46,520 0 0
LAUDER ESTEE COST INC CL A 518439104 24,290 327,100 SH   DFND 1 327,100 0 0
LIBERTY PPTY TR SH BEN INT 531172104 1,582 41,700 SH   DFND 1 41,700 0 0
MSC INDL DIRECT INC CL A 553530106 17,263 180,500 SH   DFND 1 180,500 0 0
MACERICH CO COM 554382101 2,503 37,500 SH   DFND 1 37,500 0 0
MARATHON OIL CORP COM 565849106 15,868 397,500 SH   DFND 1 397,500 0 0
MASCO CORP COM 574599106 19,021 856,801 SH   DFND 1 856,801 0 0
MASTERCARD INC CL A 57636Q104 31,959 435,000 SH   DFND 1 435,000 0 0
MATTEL INC COM 577081102 18,511 475,000 SH   DFND 1 475,000 0 0
MC DONALDS CORP COM 580135101 14,607 145,000 SH   DFND 1 145,000 0 0
MCKESSON CORP COM 58155Q103 30,762 165,200 SH   DFND 1 165,200 0 0
MERCK & CO INC NEW COM 58933Y105 39,234 678,200 SH   DFND 1 678,200 0 0
METLIFE INC COM 59156R108 20,635 371,400 SH   DFND 1 371,400 0 0
MICROSOFT CORP COM 594918104 79,276 1,901,100 SH   DFND 1 1,901,100 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 19,524 400,000 SH   DFND 1 400,000 0 0
MONDELEZ INTL INC COM 609207105 23,544 626,000 SH   DFND 1 626,000 0 0
MONSANTO CO NEW COM 61166W101 20,021 160,500 SH   DFND 1 160,500 0 0
NATIONAL RETAIL PPTYS INC COM 637417106 826 22,200 SH   DFND 1 22,200 0 0
NIKE INC CL B 654106103 32,439 418,300 SH   DFND 1 418,300 0 0
NOBLE ENERGY INC COM 655044105 33,308 430,000 SH   DFND 1 430,000 0 0
NORTHEAST UTILITIES COM 664397106 33,642 711,700 SH   DFND 1 711,700 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105 43,300 421,900 SH   DFND 1 421,900 0 0
ORACLE CORP COM 68389X105 29,619 730,800 SH   DFND 1 730,800 0 0
PNC FINANCIAL SERVICES GROUP COM 693475105 25,166 282,600 SH   DFND 1 282,600 0 0
PVH CORP COM 693656100 32,998 283,000 SH   DFND 1 283,000 0 0
PEPSICO INC COM 713448108 34,262 383,500 SH   DFND 1 383,500 0 0
PHILIP MORRIS INTL COM 718172109 16,019 190,000 SH   DFND 1 190,000 0 0
PRECISION CASTPARTS CORP COM 740189105 27,621 109,435 SH   DFND 1 109,435 0 0
T ROWE PRICE GROUP INC COM 74144T108 27,822 329,600 SH   DFND 1 329,600 0 0
PROCTER & GAMBLE CO COM 742718109 9,824 125,000 SH   DFND 1 125,000 0 0
PROLOGIS INC COM COM 74340W103 5,132 124,900 SH   DFND 1 124,900 0 0
PRUDENTIAL FINL INC COM 744320102 15,863 178,700 SH   DFND 1 178,700 0 0
PUB STORAGE COM 74460D109 4,918 28,700 SH   DFND 1 28,700 0 0
QUALCOMM INC COM 747525103 33,628 424,600 SH   DFND 1 424,600 0 0
QUESTAR CORP COM 748356102 25,861 1,042,800 SH   DFND 1 1,042,800 0 0
RLJ LODGING TR COM 74965L101 1,326 45,900 SH   DFND 1 45,900 0 0
REALTY INCOME CORP COM 756109104 2,057 46,300 SH   DFND 1 46,300 0 0
REGAL ENTMT GROUP CL A 758766109 14,243 675,000 SH   DFND 1 675,000 0 0
REGENCY CTRS CORP COM 758849103 1,236 22,200 SH   DFND 1 22,200 0 0
REPUBLIC SVCS INC COM 760759100 15,188 400,000 SH   DFND 1 400,000 0 0
RESMED INC COM 761152107 20,419 403,300 SH   DFND 1 403,300 0 0
ROCKWOOD HLDGS INC COM 774415103 15,198 200,000 SH   DFND 1 200,000 0 0
ROPER INDS INC NEW COM 776696106 37,028 253,600 SH   DFND 1 253,600 0 0
SL GREEN RLTY CORP COM 78440X101 2,604 23,800 SH   DFND 1 23,800 0 0
SANOFI SPONSORED ADR 80105N105 45,362 853,147 SH   DFND 1 853,147 0 0
SCHLUMBERGER LTD COM 806857108 30,643 259,800 SH   DFND 1 259,800 0 0
SIMON PROPERTY GROUP INC COM 828806109 26,023 156,500 SH   DFND 1 156,500 0 0
SMITH A O CORP COM 831865209 23,223 468,400 SH   DFND 1 468,400 0 0
SOUTHWESTERN ENERGY CO COM 845467109 18,287 402,000 SH   DFND 1 402,000 0 0
STARBUCKS CORP COM 855244109 37,377 483,031 SH   DFND 1 483,031 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 25,337 313,500 SH   DFND 1 313,500 0 0
STRATEGIC HOTELS & RESORTS INC COM COM 86272T106 691 59,000 SH   DFND 1 59,000 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 914 61,200 SH   DFND 1 61,200 0 0
TJX COS INC NEW COM 872540109 31,412 591,000 SH   DFND 1 591,000 0 0
TRW AUTOMOTIVE HLDGS CORP COM 87264S106 31,562 352,569 SH   DFND 1 352,569 0 0
TANGER FACTORY OUTLET CTRS INC COM 875465106 1,325 37,900 SH   DFND 1 37,900 0 0
TARGET CORP COM 87612E106 18,063 311,700 SH   DFND 1 311,700 0 0
TAUBMAN CTRS INC COM 876664103 1,198 15,800 SH   DFND 1 15,800 0 0
THERMO FISHER CORP COM 883556102 33,642 285,100 SH   DFND 1 285,100 0 0
TWENTY-FIRST CENTY FOX INC CL A 90130A101 28,496 810,700 SH   DFND 1 810,700 0 0
UDR INC COM 902653104 2,142 74,800 SH   DFND 1 74,800 0 0
ADR UNILEVER N V N Y SHS NEW 904784709 54,678 1,249,500 SH   DFND 1 1,249,500 0 0
UNION PAC CORP COM 907818108 45,765 458,800 SH   DFND 1 458,800 0 0
UNITED TECHNOLOGIES CORP COM 913017109 28,262 244,800 SH   DFND 1 244,800 0 0
VENTAS INC COM 92276F100 4,000 62,400 SH   DFND 1 62,400 0 0
VERIZON COMMUNICATIONS COM 92343V104 63,472 1,297,200 SH   DFND 1 1,297,200 0 0
VISA INC COM CL A 92826C839 30,974 147,000 SH   DFND 1 147,000 0 0
VORNADO RLTY TR SH BEN INT 929042109 4,002 37,500 SH   DFND 1 37,500 0 0
WAL-MART STORES INC COM 931142103 29,127 388,000 SH   DFND 1 388,000 0 0
WASHINGTON PRIME GROUP INC COM 939647103 1,466 78,250 SH   DFND 1 78,250 0 0
WELLS FARGO & CO NEW COM 949746101 54,510 1,037,100 SH   DFND 1 1,037,100 0 0