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
Deere & Co COM 244199105 76,807 892,207 SH   SOLE   892,207 0 0
Assurant Inc COM 04621X108 19,925 483,585 SH   SOLE   483,585 0 0
Citigroup Inc. COM 172967424 76,986 1,742,679 SH   SOLE   1,742,679 0 0
CVS Corporation COM 126650100 49,669 949,325 SH   SOLE   949,325 0 0
Danaher Corporation COM 235851102 24,374 415,011 SH   SOLE   415,011 0 0
Intel Corp COM 458140100 43,540 1,627,113 SH   SOLE   1,627,113 0 0
JP Morgan Securities Inc COM 46625H100 62,850 1,144,057 SH   SOLE   1,144,057 0 0
MasterCard Inc COM 57636Q104 31,435 534,700 SH   SOLE   534,700 0 0
Microsoft Corporation COM 594918104 14,575 468,703 SH   SOLE   468,703 0 0
Pfizer Inc COM 717081103 25,623 948,828 SH   SOLE   948,828 0 0
Qualcomm COM 747525103 85,125 1,314,228 SH   SOLE   1,314,228 0 0
Stryker Corporation COM 863667101 22,882 389,832 SH   SOLE   389,832 0 0
Teledyne Technologies Inc COM 879360105 34,938 496,022 SH   SOLE   496,022 0 0
United Technologies Corporation COM 913017109 73,481 712,244 SH   SOLE   712,244 0 0
VF Corporaion COM 918204108 76,415 1,233,984 SH   SOLE   1,233,984 0 0
Altria Group Inc COM 02209S103 11,735 295,584 SH   SOLE   295,584 0 0
AT&T COM 00206R102 19,299 581,697 SH   SOLE   581,697 0 0
Campbell Soup Corporation COM 134429109 18,381 399,200 SH   SOLE   399,200 0 0
Coca-Cola Company COM 191216100 21,870 531,092 SH   SOLE   531,092 0 0
Colgate - Palmolive Company COM 194162103 16,768 282,673 SH   SOLE   282,673 0 0
General Mills Inc COM 370334104 16,371 351,662 SH   SOLE   351,662 0 0
Hershey Foods Corporation COM 427866108 15,272 180,606 SH   SOLE   180,606 0 0
JM Smucker Company COM 832696405 16,575 143,500 SH   SOLE   143,500 0 0
Johnson & Johnson COM 478160104 15,641 194,631 SH   SOLE   194,631 0 0
Kellogg COM 487836108 20,095 280,600 SH   SOLE   280,600 0 0
Kimberly Clark Corporation COM 494368103 14,349 156,517 SH   SOLE   156,517 0 0
Kroger Co COM 501044101 8,402 219,300 SH   SOLE   219,300 0 0
MCCORMICK & CO COM 579780206 18,238 235,400 SH   SOLE   235,400 0 0
McDonalds Corporation COM 580135101 15,716 165,553 SH   SOLE   165,553 0 0
Pepisco Inc COM 713448108 15,677 208,949 SH   SOLE   208,949 0 0
PHILIP MORRIS INT COM 718172109 15,338 185,514 SH   SOLE   185,514 0 0
Procter & Gamble Co COM 742718109 20,862 276,442 SH   SOLE   276,442 0 0
Southern Co Capital Trust COM 842587107 18,280 408,863 SH   SOLE   408,863 0 0
Sysco Corporation COM 871829107 16,205 426,300 SH   SOLE   426,300 0 0
Verizon Communications COM 92343V104 21,907 443,500 SH   SOLE   443,500 0 0
BCE Inc COM 05534B760 21,158 473,906 SH   SOLE   473,906 0 0
Canadian Imperial Bank of Commerce COM 136069101 20,510 252,149 SH   SOLE   252,149 0 0
Roger's communications COM 775109200 20,888 480,200 SH   SOLE   480,200 0 0
Shaw Communications COM 82028K200 31,665 1,089,400 SH   SOLE   1,089,400 0 0
Thomson Corp COM 884903105 15,868 457,297 SH   SOLE   457,297 0 0
Toronto Dominion Bank COM 891160509 20,339 468,513 SH   SOLE   468,513 0 0
Telus Corporation COM 87971M103 20,898 576,000 SH   SOLE   576,000 0 0
Cisco Systems COM 17275R102 43,013 1,951,030 SH   SOLE   1,951,030 0 0
Lilly Eli & Company COM 532457108 56,779 1,118,625 SH   SOLE   1,118,625 0 0
Reinsurance Group Of America COM 759351604 25,240 422,145 SH   SOLE   422,145 0 0
ST Jude Medical Inc COM 790849103 40,443 825,673 SH   SOLE   825,673 0 0
Telus Corporation COM 87971M103 60,644 1,718,576 SH   SOLE   1,718,576 0 0
Clorox Company COM 189054109 15,950 176,420 SH   SOLE   176,420 0 0
Pfizer Inc COM 717081103 15,965 497,250 SH   SOLE   497,250 0 0
Federal Realty Invs Trust COM 313747206 16,792 114,936 SH   SOLE   114,936 0 0
Pepco Holdings Inc COM 713291102 9,019 334,768 SH   SOLE   334,768 0 0
USX Marathon Group COM 565849106 89,636 2,492,879 SH   SOLE   2,492,879 0 0
Marathon Petroleum Corp COM 56585A102 54,551 1,275,246 SH   SOLE   1,275,246 0 0
Check Point Software (usd) COM M22465104 36,666 684,050 SH   SOLE   684,050 0 0
Taiwan semiconductor COM 874039100 55,424 2,845,173 SH   SOLE   2,845,173 0 0
Royal Bank of Canada COM 780087102 23,879 356,740 SH   SOLE   356,740 0 0
Cincinnati Financial Corporation COM 172062101 16,127 323,706 SH   SOLE   323,706 0 0
Marsh & McLennan Companies, Inc. COM 571748102 16,942 362,242 SH   SOLE   362,242 0 0
Public Storage Inc COM 74460D109 15,917 80,100 SH   SOLE   80,100 0 0
Torchmark Corporation COM 891027104 15,244 326,355 SH   SOLE   326,355 0 0
Waste Management Inc COM 94106L109 17,403 393,745 SH   SOLE   393,745 0 0
3M Company COM 88579Y101 16,666 125,650 SH   SOLE   125,650 0 0
Henry Schein Inc COM 806407102 13,571 116,816 SH   SOLE   116,816 0 0
Patterson Dental Company COM 703395103 15,941 370,335 SH   SOLE   370,335 0 0
EOG Resources Inc COM 26875P101 54,219 572,557 SH   SOLE   572,557 0 0
Stryker Corporation COM 863667101 13,433 166,489 SH   SOLE   166,489 0 0
Praxair COM 74005P104 21,574 172,251 SH   SOLE   172,251 0 0
Loews Corporation COM 540424108 22,127 527,176 SH   SOLE   527,176 0 0
Paychex COM 704326107 16,053 369,755 SH   SOLE   369,755 0 0
Stericycle Inc COM 858912108 14,271 121,659 SH   SOLE   121,659 0 0
Consumers Energy Co COM 12572Q105 59,817 810,453 SH   SOLE   810,453 0 0
Google COM 02079K107 58,624 122,537 SH   SOLE   122,537 0 0
Amerisourcebergen Corporation COM 03073E105 14,421 188,452 SH   SOLE   188,452 0 0
Costco Wholesale Corporation COM 22160K105 14,690 119,375 SH   SOLE   119,375 0 0
Deere & Co COM 244199105 15,292 174,680 SH   SOLE   174,680 0 0
Illinois Tool Wks Inc COM 452308109 18,493 212,579 SH   SOLE   212,579 0 0
Republic Services Inc COM 760759100 15,893 452,789 SH   SOLE   452,789 0 0
Church & Dwight Inc COM 171340102 17,216 247,134 SH   SOLE   247,134 0 0
Dentsply International Inc COM 249030107 13,703 288,139 SH   SOLE   288,139 0 0
TreeHouse Foods Inc COM 89469A104 33,229 426,610 SH   SOLE   426,610 0 0
Ross Stores Inc COM 778296103 62,278 1,801,594 SH   SOLE   1,801,594 0 0
Hershey Foods Corporation COM 427866108 24,085 251,219 SH   SOLE   251,219 0 0
Johnson & Johnson COM 478160104 27,805 270,200 SH   SOLE   270,200 0 0
Express Scripts Inc COM 30219G108 21,752 271,474 SH   SOLE   271,474 0 0
Biovail Corp COM 91911K102 52,264 289,623 SH   SOLE   289,623 0 0
Fiserv COM 337738108 12,954 180,400 SH   SOLE   180,400 0 0
Certegy Inc COM 31620M106 13,045 209,200 SH   SOLE   209,200 0 0
Rockwell Collins COM 774341101 20,976 222,933 SH   SOLE   222,933 0 0
Progressive Corporation COM 743315103 15,837 582,700 SH   SOLE   582,700 0 0
CVS Corporation COM 126650100 18,343 178,500 SH   SOLE   178,500 0 0
Danaher Corporation COM 235851102 18,155 212,300 SH   SOLE   212,300 0 0
TRANSDIGM GROUP INC COM 893641100 16,230 74,355 SH   SOLE   74,355 0 0
DaVita Inc COM 23918K108 21,229 264,500 SH   SOLE   264,500 0 0
Brown-Forman Corp COM 115637209 14,973 165,800 SH   SOLE   165,800 0 0
Plum Creek Timber Company, Inc. COM 729251108 22,286 513,685 SH   SOLE   513,685 0 0
Equifax COM 294429105 14,518 156,100 SH   SOLE   156,100 0 0
Monsanto Company COM 61166W101 15,998 143,100 SH   SOLE   143,100 0 0
United Technologies Corporation COM 913017109 18,082 156,200 SH   SOLE   156,200 0 0
Vornado Realty Trust COM 929042109 18,182 166,200 SH   SOLE   166,200 0 0
People's united financial COM 712704105 17,612 1,158,579 SH   SOLE   1,158,579 0 0
HANESBRANDS INC COM 410345102 62,163 2,036,276 SH   SOLE   2,036,276 0 0
Simon Property Group Inc COM 828806109 20,423 110,000 SH   SOLE   110,000 0 0
Public Storage Inc COM 74460D109 12,523 56,300 SH   SOLE   56,300 0 0
Equity Residential PPTY COM 29476L107 9,693 129,100 SH   SOLE   129,100 0 0
Health Care Reit Inc COM 95040Q104 8,017 126,300 SH   SOLE   126,300 0 0
General Growth Properties, Inc COM 370023103 8,015 299,800 SH   SOLE   299,800 0 0
Ventas COM 92276F100 5,785 122,100 SH   SOLE   122,100 0 0
AMB Property Corp COM 74340W103 7,508 185,700 SH   SOLE   185,700 0 0
Boston Properties Inc COM 101121101 6,824 54,700 SH   SOLE   54,700 0 0
Vornado Realty Trust COM 929042109 6,292 64,900 SH   SOLE   64,900 0 0
Health Care Property Investors Inc COM 40414L109 6,051 170,600 SH   SOLE   170,600 0 0
HOST HOTELS & RESORTS COM 44107P104 4,913 267,400 SH   SOLE   267,400 0 0
Essex Property Trust Inc COM 297178105 5,101 23,300 SH   SOLE   23,300 0 0
Macerich Co/The COM 554382101 4,837 61,500 SH   SOLE   61,500 0 0
SL Green Realty Corporation COM 78440X101 3,843 33,800 SH   SOLE   33,800 0 0
Kimco Realty Corp COM 49446R109 3,826 154,600 SH   SOLE   154,600 0 0
Federal Realty Invs Trust COM 313747206 3,559 25,600 SH   SOLE   25,600 0 0
Digital Realty Trust Inc COM 253868103 3,896 55,700 SH   SOLE   55,700 0 0
United Dominion Realty Trust Inc COM 902653104 3,344 99,500 SH   SOLE   99,500 0 0
Extra Space Storage Inc COM 30225T102 3,358 45,200 SH   SOLE   45,200 0 0
AMERICAN REALTY CAPITAL COM 92339V100 2,985 360,600 SH   SOLE   360,600 0 0
BRIXMOR PROPERTY GROUP COM 11120U105 2,972 119,700 SH   SOLE   119,700 0 0
Wp Carey Inc COM 92936U109 2,933 48,000 SH   SOLE   48,000 0 0
Depelopers Divers Realty COM 23317H102 2,403 146,200 SH   SOLE   146,200 0 0
Camden Property Trust COM 133131102 2,854 38,300 SH   SOLE   38,300 0 0
Duke Realty Corp COM 264411505 2,665 135,500 SH   SOLE   135,500 0 0
Apartment Invest & Management COM 03748R101 2,196 59,300 SH   SOLE   59,300 0 0
Kilroy Realty Corporation COM 49427F108 1,932 29,500 SH   SOLE   29,500 0 0
Regency Centers Corporation COM 758849103 2,386 37,400 SH   SOLE   37,400 0 0
Mid-America Apartment Communities Inc COM 59522J103 2,457 30,600 SH   SOLE   30,600 0 0
Commercial Net Lease Realty COM 637417106 2,068 56,800 SH   SOLE   56,800 0 0
Liberty Property Trust COM 531172104 2,435 73,700 SH   SOLE   73,700 0 0
Taubman Centers Inc COM 876664103 1,605 22,000 SH   SOLE   22,000 0 0
Highwoods Properties COM 431284108 1,752 42,000 SH   SOLE   42,000 0 0
BioMed Realty Trust Inc COM 09063H107 1,707 78,300 SH   SOLE   78,300 0 0
Hospitality Properties COM 44106M102 2,077 75,900 SH   SOLE   75,900 0 0
Weingarten Realty COM 948741103 1,921 57,000 SH   SOLE   57,000 0 0
DOUGLAS EMMETT INC COM 25960P109 1,743 59,000 SH   SOLE   59,000 0 0
Equity Lifestile Properties COM 29472R108 1,881 32,900 SH   SOLE   32,900 0 0
LaSalle Hotel Properties COM 517942108 1,625 51,300 SH   SOLE   51,300 0 0
RLJ LODGING TRUST COM 74965L101 1,573 58,100 SH   SOLE   58,100 0 0
Tanger Factory Outlet Centrs COM 875465106 1,355 40,400 SH   SOLE   40,400 0 0
Columbia Property COM 198287203 1,571 63,900 SH   SOLE   63,900 0 0
Post Properties COM 737464107 1,447 25,700 SH   SOLE   25,700 0 0
Entertainment Properties Trust COM 26884U109 2,239 39,900 SH   SOLE   39,900 0 0
PARAMOUNT GROUP INC COM 69924R108 1,322 73,700 SH   SOLE   73,700 0 0
Sovran Self Storage Inc COM 84610H108 1,168 12,500 SH   SOLE   12,500 0 0
Sun Communities Inc COM 866674104 1,601 25,200 SH   SOLE   25,200 0 0
HEALTHCARE TRUST OF AME-CL A COM 42225P501 1,402 57,100 SH   SOLE   57,100 0 0
CBL & Associates Properties Inc COM 124830100 1,378 96,600 SH   SOLE   96,600 0 0
PIEDMONT OFFICE REALTY TRU-A COM 720190206 1,549 83,700 SH   SOLE   83,700 0 0
Sunstone Hotel Investors Inc COM 867892101 913 66,800 SH   SOLE   66,800 0 0
DiamondRock Hospitality Co COM 252784301 1,094 90,700 SH   SOLE   90,700 0 0
Corporate Office Properties Trust SBI MD COM 22002T108 1,019 43,700 SH   SOLE   43,700 0 0
National Health Investors Inc COM 63633D104 1,225 20,200 SH   SOLE   20,200 0 0
RYMAN HOSPITALITY PROPERTIES COM 78377T107 1,414 25,900 SH   SOLE   25,900 0 0
Healthcare Realty Trust Inc COM 421946104 1,220 49,100 SH   SOLE   49,100 0 0
Lexington Corporate Properties Trust COM 529043101 1,469 172,700 SH   SOLE   172,700 0 0
Sirva Inc COM 81618T100 1,296 63,800 SH   SOLE   63,800 0 0
Ramco-Gershenson Properties COM 751452202 1,033 62,300 SH   SOLE   62,300 0 0
Washington Real Estate Investment Trust COM 939653101 1,195 45,500 SH   SOLE   45,500 0 0
Dupont Fabros Technology COM 26613Q106 1,154 36,100 SH   SOLE   36,100 0 0
Eastgroup Properties COM 277276101 940 16,900 SH   SOLE   16,900 0 0
GRANITE REAL ESTATE INVESTME COM 387437114 891 22,300 SH   SOLE   22,300 0 0
Parkway Properties Inc/Md COM 70159Q104 1,015 62,300 SH   SOLE   62,300 0 0
CHESAPEAKE LODGING TRUST COM 165240102 896 31,100 SH   SOLE   31,100 0 0
Hersha Hospitality Trust COM 427825500 1,194 50,375 SH   SOLE   50,375 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 767 34,800 SH   SOLE   34,800 0 0
VISA A COM 92826C839 27,724 385,900 SH   SOLE   385,900 0 0
Omega Healthcare Investors Inc COM 681936100 2,419 73,400 SH   SOLE   73,400 0 0
Realty Income Corporation COM 756109104 4,219 87,400 SH   SOLE   87,400 0 0
Senior Housing Properties Trust COM 81721M109 2,146 145,800 SH   SOLE   145,800 0 0
CARE CAPITAL PROPS COM 141624106 446 8,800 SH   SOLE   8,800 0 0
Cognizant Technology Solutions Corp COM 192446102 24,016 362,300 SH   SOLE   362,300 0 0
Omnicom Group COM 681919106 19,505 262,600 SH   SOLE   262,600 0 0
Kite Reality Group Trust COM 49803T300 1,032 40,100 SH   SOLE   40,100 0 0
RETAIL PROPERTIES OF AME - A COM 76131V202 1,603 110,500 SH   SOLE   110,500 0 0
Brandywine Realty Trust COM 105368203 1,088 84,800 SH   SOLE   84,800 0 0
CUBESMART COM 229663109 2,072 70,300 SH   SOLE   70,300 0 0
SENSATA TECH HLDG COM N7902X106 43,247 960,000 SH   SOLE   960,000 0 0
RMR GROUP INC. COM 74967R106 41 2,853 SH   SOLE   2,853 0 0
WP GLIMCHER INC COM 92939N102 819 80,000 SH   SOLE   80,000 0 0
Government Properties Income Trust COM 38376A103 700 45,300 SH   SOLE   45,300 0 0
STAG Industrial COM 85254J102 520 28,500 SH   SOLE   28,500 0 0