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 60,613,524 891,900 SH   DFND 1 891,900 0 0
ENSCO PLC SHS CLASS A G3157S106 18,628,900 622,000 SH   DFND 1 622,000 0 0
MICHAEL KORS HOLDINGS LTD SHS G60754101 43,032,300 573,000 SH   DFND 1 573,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 19,053,225 242,500 SH   DFND 1 242,500 0 0
LYONDELLBASELL IND N SHS - A - N53745100 13,448,666 169,400 SH   DFND 1 169,400 0 0
NXP SEMICONDUCTORS N V COM N6596X109 16,769,800 219,500 SH   DFND 1 219,500 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 15,193,659 289,900 SH   DFND 1 289,900 0 0
ABB LTD SPONSORED ADR 000375204 9,098,730 430,200 SH   DFND 1 430,200 0 0
AOL INC COM 00184X105 17,415,324 377,200 SH   DFND 1 377,200 0 0
ABBOTT LAB COM 002824100 31,486,988 699,400 SH   DFND 1 699,400 0 0
ABBVIE INC COM 00287Y109 28,041,040 428,500 SH   DFND 1 428,500 0 0
AFFILIATED MANAGERS GROUP INC COM 008252108 6,367,200 30,000 SH   DFND 1 30,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 22,824,869 557,520 SH   DFND 1 557,520 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 16,369,600 260,000 SH   DFND 1 260,000 0 0
ALEXANDRIA REAL ESTATE EQUITIES INC COM 015271109 2,834,356 31,940 SH   DFND 1 31,940 0 0
ALTERA CORP COM 021441100 18,237,943 493,718 SH   DFND 1 493,718 0 0
AMAZON COM INC COM 023135106 27,341,835 88,100 SH   DFND 1 88,100 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 2,288,490 55,331 SH   DFND 1 55,331 0 0
AMERICAN EXPRESS CO COM 025816109 34,955,128 375,700 SH   DFND 1 375,700 0 0
AMERICAN HOMES 4 RENT COMMON STOCK COM 02665T306 721,221 42,350 SH   DFND 1 42,350 0 0
AMERICAN INTERNATIONAL GROUP INC COM 026874784 28,380,267 506,700 SH   DFND 1 506,700 0 0
AMERN RLTY CAP PPTYS INC COM 02917T104 2,065,210 228,200 SH   DFND 1 228,200 0 0
AMERIPRISE FINL INC COM 03076C106 19,969,750 151,000 SH   DFND 1 151,000 0 0
AMSURG CORP COM 03232P405 919,464 16,800 SH   DFND 1 16,800 0 0
ANADARKO PETRO CORP COM 032511107 31,902,750 386,700 SH   DFND 1 386,700 0 0
ANALOG DEVICES INC COM 032654105 21,958,160 395,500 SH   DFND 1 395,500 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 1,319,197 35,510 SH   DFND 1 35,510 0 0
MLP APOLLO GLOBAL MGMT LLC CL A SHS 037612306 18,864,000 800,000 SH   DFND 1 800,000 0 0
APPLE INC COM 037833100 102,498,868 928,600 SH   DFND 1 928,600 0 0
AVALONBAY CMNTYS COM 053484101 6,194,115 37,910 SH   DFND 1 37,910 0 0
BAXTER INTL INC COM 071813109 21,987,000 300,000 SH   DFND 1 300,000 0 0
BEMIS CO INC COM 081437105 11,302,500 250,000 SH   DFND 1 250,000 0 0
BIOMED RLTY TR INC COM 09063H107 1,244,581 57,780 SH   DFND 1 57,780 0 0
BLACKSTONE GROUP L P COM COM UNIT LTD 09253U108 16,820,276 497,200 SH   DFND 1 497,200 0 0
BOEING CO COM 097023105 58,854,944 452,800 SH   DFND 1 452,800 0 0
BORG WARNER INC COM 099724106 34,453,650 627,000 SH   DFND 1 627,000 0 0
BOSTON PROPERTIES INC. COM 101121101 5,960,921 46,320 SH   DFND 1 46,320 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 26,049,939 441,300 SH   DFND 1 441,300 0 0
BROADCOM CORP CL A 111320107 18,397,918 424,600 SH   DFND 1 424,600 0 0
CMS ENERGY CORP COM 125896100 13,900,000 400,000 SH   DFND 1 400,000 0 0
CVS HEALTH CORP COM 126650100 53,509,836 555,600 SH   DFND 1 555,600 0 0
CA INC COM 12673P105 15,529,500 510,000 SH   DFND 1 510,000 0 0
CALIFORNIA RES CORP COM 13057Q107 981,000 178,040 SH   DFND 1 178,040 0 0
CAMDEN PPTY TR SH BEN INT 133131102 20,960,961 283,870 SH   DFND 1 283,870 0 0
CAMERON INTL CORP COM 13342B105 16,508,475 330,500 SH   DFND 1 330,500 0 0
CAP 1 FNCL COM 14040H105 33,985,835 411,700 SH   DFND 1 411,700 0 0
CARDINAL HLTH INC COM 14149Y108 44,191,602 547,400 SH   DFND 1 547,400 0 0
MLP CARLYLE GROUP L P COM 14309L102 23,850,503 867,291 SH   DFND 1 867,291 0 0
CATAMARAN CORP COM 148887102 29,466,450 569,400 SH   DFND 1 569,400 0 0
CELGENE CORP COM 151020104 32,003,146 286,100 SH   DFND 1 286,100 0 0
CHEESECAKE FACTORY INC COM 163072101 12,829,050 255,000 SH   DFND 1 255,000 0 0
CHEVRON CORP COM 166764100 90,338,554 805,300 SH   DFND 1 805,300 0 0
CINEMARK HLDGS INC COM 17243V102 11,350,020 319,000 SH   DFND 1 319,000 0 0
CISCO SYSTEMS INC COM 17275R102 62,956,471 2,263,400 SH   DFND 1 2,263,400 0 0
CITIGROUP INC COM NEW 172967424 55,338,297 1,022,700 SH   DFND 1 1,022,700 0 0
CITRIX SYS IN COM 177376100 21,877,020 342,900 SH   DFND 1 342,900 0 0
COCA COLA CO COM 191216100 23,740,306 562,300 SH   DFND 1 562,300 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 25,060,894 475,900 SH   DFND 1 475,900 0 0
CMNTY HLTH SYS INC NEW COM 203668108 29,289,344 543,200 SH   DFND 1 543,200 0 0
COSTCO WHOLESALE CORP NEW COM 22160K105 31,199,175 220,100 SH   DFND 1 220,100 0 0
CUBESMART COM 229663109 1,288,888 58,400 SH   DFND 1 58,400 0 0
DDR CORP COM 23317H102 2,324,927 126,630 SH   DFND 1 126,630 0 0
DANAHER CORP COM 235851102 32,844,072 383,200 SH   DFND 1 383,200 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 40,387,860 354,000 SH   DFND 1 354,000 0 0
DICKS SPORTING GOODS INC COM 253393102 31,263,215 629,672 SH   DFND 1 629,672 0 0
DIGITAL RLTY TR INC COM 253868103 2,585,766 39,001 SH   DFND 1 39,001 0 0
WALT DISNEY CO COM 254687106 22,144,069 235,100 SH   DFND 1 235,100 0 0
DOUGLAS EMMETT INC COM COM 25960P109 942,028 33,170 SH   DFND 1 33,170 0 0
DOW CHEMICAL CO COM 260543103 34,061,548 746,800 SH   DFND 1 746,800 0 0
DUKE REALTY CORP COM NEW 264411505 2,834,969 140,345 SH   DFND 1 140,345 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 20,885,000 250,000 SH   DFND 1 250,000 0 0
EMC CORP COM 268648102 32,496,898 1,092,700 SH   DFND 1 1,092,700 0 0
EASTMAN CHEM CO COM 277432100 21,415,278 282,300 SH   DFND 1 282,300 0 0
EQTY LIFESTYLE PPTYS INC COM 29472R108 2,152,213 41,750 SH   DFND 1 41,750 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 7,061,872 98,300 SH   DFND 1 98,300 0 0
ESSEX PPTY TR COM 297178105 3,753,922 18,170 SH   DFND 1 18,170 0 0
EXELON CORP COM 30161N101 16,266,996 438,700 SH   DFND 1 438,700 0 0
EXTRA SPACE STORAGE INC COM 30225T102 1,709,356 29,150 SH   DFND 1 29,150 0 0
EXXON MOBIL CORP COM 30231G102 66,730,410 721,800 SH   DFND 1 721,800 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 3,377,873 25,310 SH   DFND 1 25,310 0 0
FIDELITY NATL INFORMATION SVCS INC COM 31620M106 25,502,000 410,000 SH   DFND 1 410,000 0 0
5TH 3RD BANCORP COM 316773100 20,309,800 996,800 SH   DFND 1 996,800 0 0
FIREEYE INC COM 31816Q101 17,327,946 548,700 SH   DFND 1 548,700 0 0
FLOWSERVE CORP COM 34354P105 36,770,441 614,582 SH   DFND 1 614,582 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 22,862,500 1,475,000 SH   DFND 1 1,475,000 0 0
FREEPORT-MCMORAN INC COM 35671D857 23,233,856 994,600 SH   DFND 1 994,600 0 0
GEO GROUP INC NEW COM 36162J106 1,787,544 44,290 SH   DFND 1 44,290 0 0
GALLAGHER ARTHUR J & CO COM 363576109 16,478,000 350,000 SH   DFND 1 350,000 0 0
GAMESTOP CORP NEW CL A 36467W109 22,308,000 660,000 SH   DFND 1 660,000 0 0
GENERAL ELECTRIC CO COM 369604103 39,269,580 1,554,000 SH   DFND 1 1,554,000 0 0
GENERAL GROWTH PPTYS INC NEW COM 370023103 4,774,786 169,740 SH   DFND 1 169,740 0 0
GENERAL MILLS INC COM 370334104 59,601,608 1,117,600 SH   DFND 1 1,117,600 0 0
GEN MTRS CO COM 37045V100 30,197,150 865,000 SH   DFND 1 865,000 0 0
GILEAD SCIENCES INC COM 375558103 30,634,500 325,000 SH   DFND 1 325,000 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 61,515,682 1,439,300 SH   DFND 1 1,439,300 0 0
GOOGLE INC CL A 38259P508 104,593,086 197,100 SH   DFND 1 197,100 0 0
GUESS INC COM 401617105 15,177,790 720,009 SH   DFND 1 720,009 0 0
HCP INC COM 40414L109 5,550,466 126,061 SH   DFND 1 126,061 0 0
HALLIBURTON CO COM 406216101 13,214,880 336,000 SH   DFND 1 336,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 27,557,090 661,000 SH   DFND 1 661,000 0 0
HEALTHCARE RLTY TR COM 421946104 1,276,336 46,718 SH   DFND 1 46,718 0 0
HEALTH CARE REIT INC COM 42217K106 26,895,161 355,427 SH   DFND 1 355,427 0 0
HIGHWOODS PPTYS INC COM 431284108 1,994,371 45,040 SH   DFND 1 45,040 0 0
HOME DEPOT INC COM 437076102 61,082,043 581,900 SH   DFND 1 581,900 0 0
HOST HOTELS & RESORTS INC COM 44107P104 5,400,069 227,180 SH   DFND 1 227,180 0 0
HUNTSMAN CORP COM 447011107 15,963,609 700,773 SH   DFND 1 700,773 0 0
IMS HEALTH HLDGS INC COM 44970B109 16,983,936 662,400 SH   DFND 1 662,400 0 0
INGRAM MICRO INC CL A 457153104 16,644,808 602,200 SH   DFND 1 602,200 0 0
INTL PAPER CO COM 460146103 13,395,000 250,000 SH   DFND 1 250,000 0 0
IRON MTN INC COM 462846106 1,237,507 32,010 SH   DFND 1 32,010 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 59,236,650 495,000 SH   DFND 1 495,000 0 0
JPMORGAN CHASE & CO COM 46625H100 87,386,712 1,396,400 SH   DFND 1 1,396,400 0 0
KKR & CO L P DEL COM UNITS 48248M102 18,923,113 815,300 SH   DFND 1 815,300 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 25,516,473 209,100 SH   DFND 1 209,100 0 0
KILROY RLTY CORP COM 49427F108 2,676,463 38,750 SH   DFND 1 38,750 0 0
KIMBERLY-CLARK CORP COM 494368103 38,359,973 332,006 SH   DFND 1 332,006 0 0
KIMCO RLTY CORP COM 49446R109 3,770,497 149,980 SH   DFND 1 149,980 0 0
LKQ CORP COM 501889208 25,043,672 890,600 SH   DFND 1 890,600 0 0
LAS VEGAS SANDS CORP COM 517834107 70,728,376 1,216,100 SH   DFND 1 1,216,100 0 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 2,051,020 50,680 SH   DFND 1 50,680 0 0
LIBERTY PPTY TR SH BEN INT 531172104 2,465,141 65,510 SH   DFND 1 65,510 0 0
MSC INDL DIRECT INC CL A 553530106 27,681,875 340,700 SH   DFND 1 340,700 0 0
MACERICH CO COM 554382101 2,927,274 35,095 SH   DFND 1 35,095 0 0
MARATHON OIL CORP COM 565849106 22,173,702 783,800 SH   DFND 1 783,800 0 0
MASTERCARD INC CL A 57636Q104 37,143,576 431,100 SH   DFND 1 431,100 0 0
MATTEL INC COM 577081102 20,856,930 674,000 SH   DFND 1 674,000 0 0
MC DONALDS CORP COM 580135101 21,082,500 225,000 SH   DFND 1 225,000 0 0
MCKESSON CORP COM 58155Q103 34,292,216 165,200 SH   DFND 1 165,200 0 0
MERCK & CO INC NEW COM 58933Y105 58,556,169 1,031,100 SH   DFND 1 1,031,100 0 0
MICROSOFT CORP COM 594918104 83,354,525 1,794,500 SH   DFND 1 1,794,500 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 38,343,500 850,000 SH   DFND 1 850,000 0 0
MONDELEZ INTL INC COM 609207105 35,972,648 990,300 SH   DFND 1 990,300 0 0
NATIONAL RETAIL PPTYS INC COM 637417106 1,247,242 31,680 SH   DFND 1 31,680 0 0
NEW YORK REIT INC COM 64976L109 428,366 40,450 SH   DFND 1 40,450 0 0
NEXTERA ENERGY INC COM 65339F101 17,814,204 167,600 SH   DFND 1 167,600 0 0
NIKE INC CL B 654106103 34,037,100 354,000 SH   DFND 1 354,000 0 0
NOBLE ENERGY INC COM 655044105 25,043,040 528,000 SH   DFND 1 528,000 0 0
NORTHEAST UTILITIES COM 664397106 16,056,000 300,000 SH   DFND 1 300,000 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105 47,971,011 595,100 SH   DFND 1 595,100 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 1,194,370 30,570 SH   DFND 1 30,570 0 0
ORACLE CORP COM 68389X105 28,214,178 627,400 SH   DFND 1 627,400 0 0
PEPSICO INC COM 713448108 17,276,112 182,700 SH   DFND 1 182,700 0 0
PFIZER INC COM 717081103 52,842,860 1,696,400 SH   DFND 1 1,696,400 0 0
PHILIP MORRIS INTL INC COM 718172109 75,984,705 932,900 SH   DFND 1 932,900 0 0
PRECISION CASTPARTS CORP COM 740189105 38,886,463 161,435 SH   DFND 1 161,435 0 0
T ROWE PRICE GROUP INC COM 74144T108 27,707,022 322,700 SH   DFND 1 322,700 0 0
THE PRICELINE GROUP INC COM 741503403 41,845,707 36,700 SH   DFND 1 36,700 0 0
PROLOGIS INC COM 74340W103 6,442,021 149,710 SH   DFND 1 149,710 0 0
PUB STORAGE COM 74460D109 6,952,209 37,610 SH   DFND 1 37,610 0 0
QUESTAR CORP COM 748356102 27,519,808 1,088,600 SH   DFND 1 1,088,600 0 0
RLJ LODGING TR COM 74965L101 2,037,786 60,775 SH   DFND 1 60,775 0 0
RANGE RES CORP COM 75281A109 24,854,250 465,000 SH   DFND 1 465,000 0 0
RLTY INC CORP COM 756109104 2,662,218 55,800 SH   DFND 1 55,800 0 0
REGAL ENTMT GROUP CL A 758766109 14,247,120 667,000 SH   DFND 1 667,000 0 0
REGENCY CTRS CORP COM 758849103 2,534,426 39,737 SH   DFND 1 39,737 0 0
ROCKWOOD HLDGS INC COM 774415103 16,721,360 212,200 SH   DFND 1 212,200 0 0
ROPER INDS INC NEW COM 776696106 27,017,280 172,800 SH   DFND 1 172,800 0 0
ROYAL BK SCOTLAND GROUP PLC SP ADR PREF T 780097713 601,488 23,597 SH   DFND 1 23,597 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 602,291 11,420 SH   DFND 1 11,420 0 0
SL GREEN RLTY CORP COM 78440X101 4,037,158 33,920 SH   DFND 1 33,920 0 0
SANDISK CORP COM 80004C101 17,636,400 180,000 SH   DFND 1 180,000 0 0
SCHLUMBERGER LTD COM 806857108 21,258,549 248,900 SH   DFND 1 248,900 0 0
SENIOR HSG PPTYS TR SH BEN INT 81721M109 1,207,648 54,620 SH   DFND 1 54,620 0 0
SIMON PROPERTY GROUP INC COM 828806109 53,244,411 292,375 SH   DFND 1 292,375 0 0
SMITH A O CORP COM 831865209 31,369,601 556,100 SH   DFND 1 556,100 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 1,121,703 94,340 SH   DFND 1 94,340 0 0
STARBUCKS CORP COM 855244109 35,628,654 434,231 SH   DFND 1 434,231 0 0
STRATEGIC HOTELS & RESORTS INC COM COM 86272T106 1,771,127 133,872 SH   DFND 1 133,872 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 1,787,868 108,290 SH   DFND 1 108,290 0 0
TJX COS INC NEW COM 872540109 34,735,770 506,500 SH   DFND 1 506,500 0 0
TANGER FACTORY OUTLET CTRS INC COM 875465106 1,998,058 54,060 SH   DFND 1 54,060 0 0
TAUBMAN CTRS INC COM 876664103 1,709,515 22,370 SH   DFND 1 22,370 0 0
THERMO FISHER CORP COM 883556102 43,162,405 344,500 SH   DFND 1 344,500 0 0
TWENTY-FIRST CENTY FOX INC CL A 90130A101 32,901,564 856,700 SH   DFND 1 856,700 0 0
UDR INC COM 902653104 3,082,925 100,030 SH   DFND 1 100,030 0 0
UNILEVER N V N Y SHS NEW 904784709 22,252,800 570,000 SH   DFND 1 570,000 0 0
UNION PAC CORP COM 907818108 39,086,553 328,100 SH   DFND 1 328,100 0 0
UNITED TECHNOLOGIES CORP COM 913017109 31,452,500 273,500 SH   DFND 1 273,500 0 0
VALERO ENERGY CORP COM STK NEW COM 91913Y100 18,720,900 378,200 SH   DFND 1 378,200 0 0
VENTAS INC COM 92276F100 6,346,167 88,510 SH   DFND 1 88,510 0 0
VERIZON COMMUNICATIONS COM 92343V104 52,613,466 1,124,700 SH   DFND 1 1,124,700 0 0
VISA INC COM CL A 92826C839 38,228,760 145,800 SH   DFND 1 145,800 0 0
VORNADO RLTY TR COM 929042109 6,027,929 51,210 SH   DFND 1 51,210 0 0
W P CAREY INC COM 92936U109 1,412,515 20,150 SH   DFND 1 20,150 0 0
WASHINGTON PRIME GROUP INC COM 939647103 659,526 38,300 SH   DFND 1 38,300 0 0
WELLS FARGO & CO NEW COM 949746101 38,105,382 695,100 SH   DFND 1 695,100 0 0