-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, HuC+Guwpz068YWzoHC2XGdf2cXNvZppv/JRwgdlyGBw3sKPpw6se9/kgcfe0cwwt 3xXCy4b6GwE84AgxQ8jSTQ== 0000950156-07-000704.txt : 20071114 0000950156-07-000704.hdr.sgml : 20071114 20071114103714 ACCESSION NUMBER: 0000950156-07-000704 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20070930 FILED AS OF DATE: 20071114 DATE AS OF CHANGE: 20071114 EFFECTIVENESS DATE: 20071114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CENTRAL INDEX KEY: 0000912938 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04968 FILM NUMBER: 071241413 BUSINESS ADDRESS: STREET 1: 500 BOYLSTON ST STREET 2: 10TH FL CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 18006372929 MAIL ADDRESS: STREET 1: 500 BOYLSTON STREET STREET 2: 10TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 13F-HR 1 d68661.txt MFS 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F Form 13F Cover Page Report for the Calendar Year or Quarter Ended: 09/30/07 Check here if Amendment [ ]; Amendment Number: ____ This Amendment (Check only one): [ ] is a restatement. [ ] adds new hoIdings entries. Institutional Investment Manager Filing this Report: Name: Massachusetts Financial Services Company Address: 500 Boylston Street Boston, MA 02116 Form 13F File Number: 28-04968 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that a11 information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules. lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Erica Blake Title: Senior Counsel Phone: 617-954-6765 Signature, Place, and Date of Signing: ERICA BLAKE Boston, MA 11/13/07 - ------------------------------- ------------------------ ---------- [Signature] [City, State] [Date] Report Type (Check only one): [ ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report. [ ] 13F NOTICE. (Check here if no holdings reported are in this report. and all holdings are reported by other reporting managers(s).) [X] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.] Form 13F File Number Name 28-01190 Frank Russell Company - -------- --------------------------------------- 28-00487 USAA Investment Management Company - -------- --------------------------------------- [Repeat as necessary] FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 6 Form 13F Information Table Entry Total: 1,557 Form 13F Information Table Value Total: 82,755,180,232. (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of a11 institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] No. Form 13F File Number Name 1. 28- MFS Institutional Advisors, Inc. - -- ---------------- -------------------------------------------- 2. 28- MFS Investment Management Company (LUX) S.A. - -- ---------------- -------------------------------------------- 3. 28- MFS International Ltd. - -- ---------------- -------------------------------------------- 4. 28- MFS International (U.K.) Ltd. - -- ---------------- -------------------------------------------- 5. 28- MFS Investment Management K. K. - -- ---------------- -------------------------------------------- 6. 28- MFS Heritage Trust Company - -- ---------------- -------------------------------------------- MFS 13F REPORT DATE: 09/30/07 PAGE 1
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- 3M CO COM 88579Y101 10,419,852 111,347 SH Defined 3 61,620 0 49,727 3M CO COM 88579Y101 48,431,393 517,540 SH Defined 2 449,860 0 67,680 3M CO COM 88579Y101 222,197,194 2,374,409 SH SOLE 2,055,149 0 319,260 3M CO COM 88579Y101 70,900,232 757,643 SH Defined 1 385,180 0 372,463 3M CO COM 88579Y101 57,267,217 611,960 SH Defined 5 258,960 0 353,000 3M CO COM 88579Y101 150,905,798 1,612,586 SH Defined 4 1,497,681 0 114,905 99 CENTS ONLY STORES COM 65440K106 20,332,135 1,979,760 SH SOLE 1,979,760 0 0 A C MOORE ARTS & CRAFTS INC COM 00086T103 13,254,160 841,000 SH SOLE 841,000 0 0 ABBOTT LABS COM 002824100 3,601,655 67,170 SH Defined 2 67,170 0 0 ABBOTT LABS COM 002824100 275,714,630 5,142,011 SH SOLE 5,006,551 0 135,460 ABBOTT LABS COM 002824100 15,630,069 291,497 SH Defined 1 150,347 0 141,150 ABBOTT LABS COM 002824100 82,039 1,530 SH Defined 4 1,530 0 0 ABER DIAMOND CORP COM 002893105 1,290,837 32,980 SH SOLE 32,980 0 0 ABERCROMBIE & FITCH CO CL A 002896207 2,097,070 25,986 SH SOLE 25,986 0 0 ABIOMED INC COM 003654100 14,942,227 1,202,110 SH SOLE 1,202,110 0 0 ACCENTURE LTD BERMUDA CL A G1150G111 3,708,635 92,140 SH Defined 3 51,190 0 40,950 ACCENTURE LTD BERMUDA CL A G1150G111 27,145,445 674,421 SH Defined 2 618,781 0 55,640 ACCENTURE LTD BERMUDA CL A G1150G111 213,306,364 5,299,537 SH SOLE 4,960,387 0 339,150 ACCENTURE LTD BERMUDA CL A G1150G111 56,739,258 1,409,671 SH Defined 1 715,998 0 693,673 ACCENTURE LTD BERMUDA CL A G1150G111 2,371,933 58,930 SH Defined 6 58,930 0 0 ACCENTURE LTD BERMUDA CL A G1150G111 20,374,550 506,200 SH Defined 5 215,200 0 291,000 ACCENTURE LTD BERMUDA CL A G1150G111 53,098,162 1,319,209 SH Defined 4 1,224,212 0 94,997 ACE LTD ORD G0070K103 2,927,954 48,340 SH Defined 2 48,340 0 0 ACE LTD ORD G0070K103 26,862,553 443,496 SH SOLE 443,496 0 0 ACE LTD ORD G0070K103 44,822 740 SH Defined 1 740 0 0 ACI WORLDWIDE INC COM 004498101 44,101,691 1,973,230 SH SOLE 1,973,230 0 0 ACI WORLDWIDE INC COM 004498101 71,520 3,200 SH Defined 1 3,200 0 0 ADAMS RESPIRATORY THERAPEUTI COM 00635P107 781,206 20,270 SH SOLE 20,270 0 0 ADOBE SYS INC COM 00724F101 826,396 18,928 SH Defined 3 18,928 0 0 ADOBE SYS INC COM 00724F101 6,017,352 137,823 SH Defined 2 137,823 0 0 ADOBE SYS INC COM 00724F101 333,050,268 7,628,270 SH SOLE 7,576,130 0 52,140 ADOBE SYS INC COM 00724F101 1,277,230 29,254 SH Defined 1 24,594 0 4,660 ADOBE SYS INC COM 00724F101 273,355 6,261 SH Defined 4 6,261 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 1,027,272 30,610 SH Defined 2 30,610 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 48,367,343 1,441,220 SH SOLE 1,412,080 0 29,140 ADVANCE AUTO PARTS INC COM 00751Y106 5,522,634 164,560 SH Defined 1 81,530 0 83,030 ADVANCED MEDICAL OPTICS INC COM 00763M108 5,170,628 169,030 SH Defined 2 169,030 0 0 ADVANCED MEDICAL OPTICS INC COM 00763M108 190,307,732 6,221,240 SH SOLE 6,221,240 0 0 ADVANCED MEDICAL OPTICS INC COM 00763M108 319,054 10,430 SH Defined 1 10,430 0 0 ADVANCED MEDICAL OPTICS INC COM 00763M108 35,943 1,175 SH Defined 4 1,175 0 0 AEROPOSTALE COM 007865108 1,470,956 77,175 SH Defined 2 77,175 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 2
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- AEROPOSTALE COM 007865108 17,193,816 902,089 SH SOLE 902,089 0 0 AEROPOSTALE COM 007865108 61,297 3,216 SH Defined 1 3,216 0 0 AES CORP COM 00130H105 143,560,508 7,163,698 SH SOLE 6,681,718 0 481,980 AFFILIATED COMPUTER SERVICES CL A 008190100 1,182,650 23,540 SH SOLE 23,540 0 0 AFFILIATED MANAGERS GROUP COM 008252108 4,766,324 37,380 SH Defined 2 37,380 0 0 AFFILIATED MANAGERS GROUP COM 008252108 74,762,428 586,326 SH SOLE 586,326 0 0 AFFILIATED MANAGERS GROUP COM 008252108 392,731 3,080 SH Defined 1 3,080 0 0 AFFILIATED MANAGERS GROUP COM 008252108 234,618 1,840 SH Defined 4 1,840 0 0 AFLAC INC COM 001055102 5,255,095 92,130 SH Defined 2 92,130 0 0 AFLAC INC COM 001055102 236,432,226 4,145,025 SH SOLE 4,105,276 0 39,749 AFLAC INC COM 001055102 1,845,814 32,360 SH Defined 1 32,360 0 0 AFLAC INC COM 001055102 326,839 5,730 SH Defined 4 5,730 0 0 AFLAC INC COM 001055102 2,671,754 46,840 SH Defined 6 46,840 0 0 AGCO CORP COM 001084102 8,463,359 166,700 SH SOLE 166,700 0 0 AGL RES INC COM 001204106 10,568,041 266,735 SH SOLE 245,405 0 21,330 AIR PRODS & CHEMS INC COM 009158106 6,052,322 61,910 SH Defined 2 61,910 0 0 AIR PRODS & CHEMS INC COM 009158106 228,476,069 2,337,112 SH SOLE 2,244,292 0 92,820 AIR PRODS & CHEMS INC COM 009158106 26,453,172 270,593 SH Defined 1 129,497 0 141,096 AIR PRODS & CHEMS INC COM 009158106 161,304 1,650 SH Defined 4 1,650 0 0 AIRGAS INC COM 009363102 2,461,718 47,680 SH SOLE 47,680 0 0 ALBEMARLE CORP COM 012653101 15,291,432 345,960 SH SOLE 345,960 0 0 ALBERTO CULVER CO NEW COM 013078100 2,884,118 116,342 SH Defined 3 63,990 0 52,352 ALBERTO CULVER CO NEW COM 013078100 13,696,549 552,503 SH Defined 2 481,413 0 71,090 ALBERTO CULVER CO NEW COM 013078100 15,902,041 641,470 SH SOLE 388,150 0 253,320 ALBERTO CULVER CO NEW COM 013078100 19,614,096 791,210 SH Defined 1 408,520 0 382,690 ALBERTO CULVER CO NEW COM 013078100 15,811,558 637,820 SH Defined 5 270,090 0 367,730 ALBERTO CULVER CO NEW COM 013078100 41,881,961 1,689,470 SH Defined 4 1,569,916 0 119,554 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,931,938 20,070 SH SOLE 20,070 0 0 ALLEGHENY ENERGY INC COM 017361106 10,909,798 208,760 SH SOLE 192,860 0 15,900 ALLEGHENY ENERGY INC COM 017361106 64,280 1,230 SH Defined 1 0 0 1,230 ALLEGHENY TECHNOLOGIES INC COM 01741R102 22,168,119 201,620 SH SOLE 201,620 0 0 ALLEGHENY TECHNOLOGIES INC COM 01741R102 43,980 400 SH Defined 1 400 0 0 ALLEGIANT TRAVEL CO COM 01748X102 9,290,958 306,430 SH SOLE 306,430 0 0 ALLERGAN INC COM 018490102 2,981,093 46,240 SH Defined 2 46,240 0 0 ALLERGAN INC COM 018490102 126,949,166 1,969,120 SH SOLE 1,969,120 0 0 ALLERGAN INC COM 018490102 44,484 690 SH Defined 1 690 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 4,825,286 62,310 SH SOLE 62,310 0 0 ALLIANT ENERGY CORP COM 018802108 653,356 17,050 SH SOLE 17,050 0 0 ALLIANT ENERGY CORP COM 018802108 95,417 2,490 SH Defined 1 0 0 2,490 ALLIED WASTE INDS INC COM PAR$.01NEW 019589308 10,470,555 821,220 SH SOLE 821,220 0 0 ALLIED WASTE INDS INC COM PAR$.01NEW 019589308 27,923 2,190 SH Defined 1 2,190 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 3
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- ALLIED WRLD ASSUR COM HLDGL SHS G0219G203 25,007,123 481,740 SH SOLE 481,740 0 0 ALLIED WRLD ASSUR COM HLDGL SHS G0219G203 45,681 880 SH Defined 1 0 0 880 ALLSCRIPTS HEALTHCARE SOLUTI COM 01988P108 4,995,144 184,800 SH SOLE 184,800 0 0 ALLSTATE CORP COM 020002101 31,677,541 553,900 SH Defined 2 553,900 0 0 ALLSTATE CORP COM 020002101 952,183,868 16,649,482 SH SOLE 15,564,640 0 1,084,842 ALLSTATE CORP COM 020002101 101,002,230 1,766,082 SH Defined 1 924,468 0 841,614 ALTRA HOLDINGS INC COM 02208R106 1,621,491 97,270 SH SOLE 97,270 0 0 ALTRIA GROUP INC COM 02209S103 42,499,170 611,235 SH Defined 2 611,235 0 0 ALTRIA GROUP INC COM 02209S103 1,341,695,502 19,296,642 SH SOLE 18,777,542 0 519,100 ALTRIA GROUP INC COM 02209S103 90,575,479 1,302,682 SH Defined 1 508,827 0 793,855 ALTRIA GROUP INC COM 02209S103 565,974 8,140 SH Defined 4 8,140 0 0 AMAZON COM INC COM 023135106 8,071,448 86,650 SH SOLE 86,650 0 0 AMBAC FINL GROUP INC COM 023139108 1,484,676 23,600 SH SOLE 23,600 0 0 AMDOCS LTD ORD G02602103 491,280 13,210 SH Defined 3 13,210 0 0 AMDOCS LTD ORD G02602103 9,403,120 252,840 SH Defined 2 252,840 0 0 AMDOCS LTD ORD G02602103 369,521,811 9,936,053 SH SOLE 9,859,353 0 76,700 AMDOCS LTD ORD G02602103 729,482 19,615 SH Defined 1 19,615 0 0 AMDOCS LTD ORD G02602103 52,921 1,423 SH Defined 4 1,423 0 0 AMEREN CORP COM 023608102 24,934,088 474,935 SH SOLE 437,225 0 37,710 AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 8,090,240 126,410 SH Defined 2 126,410 0 0 AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 451,861,376 7,060,334 SH SOLE 6,939,424 0 120,910 AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 3,288,000 51,375 SH Defined 1 51,375 0 0 AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 88,320 1,380 SH Defined 4 1,380 0 0 AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 2,555,584 39,931 SH Defined 6 39,931 0 0 AMERICAN ELEC PWR INC COM 025537101 1,911,859 41,490 SH Defined 2 41,490 0 0 AMERICAN ELEC PWR INC COM 025537101 236,384,410 5,129,870 SH SOLE 4,774,240 0 355,630 AMERICAN ELEC PWR INC COM 025537101 342,835 7,440 SH Defined 1 7,440 0 0 AMERICAN ELEC PWR INC COM 025537101 206,438 4,480 SH Defined 4 4,480 0 0 AMERICAN EXPRESS CO COM 025816109 12,644,266 212,974 SH Defined 3 118,020 0 94,954 AMERICAN EXPRESS CO COM 025816109 72,701,593 1,224,551 SH Defined 2 1,095,301 0 129,250 AMERICAN EXPRESS CO COM 025816109 608,842,615 10,255,055 SH SOLE 9,528,005 0 727,050 AMERICAN EXPRESS CO COM 025816109 118,395,357 1,994,195 SH Defined 1 1,013,144 0 981,051 AMERICAN EXPRESS CO COM 025816109 69,743,601 1,174,728 SH Defined 5 496,450 0 678,278 AMERICAN EXPRESS CO COM 025816109 183,950,583 3,098,376 SH Defined 4 2,878,738 0 219,638 AMERICAN INTL GROUP INC COM 026874107 91,295,569 1,349,528 SH SOLE 1,349,528 0 0 AMERICAN INTL GROUP INC COM 026874107 433,028 6,401 SH Defined 1 5,741 0 660 AMERICAN TOWER CORP CL A 029912201 108,368,883 2,488,950 SH SOLE 2,426,140 0 62,810 AMERICREDIT CORP COM 03060R101 5,846,405 332,560 SH SOLE 332,560 0 0 AMERICREDIT CORP COM 03060R101 83,364 4,742 SH Defined 1 4,742 0 0 AMERIGROUP CORP COM 03073T102 3,520,408 102,100 SH Defined 2 102,100 0 0 AMERIGROUP CORP COM 03073T102 17,881,294 518,599 SH SOLE 518,599 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 4
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- AMERISOURCEBERGEN CORP COM 03073E105 694,728 15,326 SH SOLE 15,326 0 0 AMERISOURCEBERGEN CORP COM 03073E105 152,762 3,370 SH Defined 1 1,140 0 2,230 AMGEN INC COM 031162100 4,582,623 81,008 SH Defined 3 44,740 0 36,268 AMGEN INC COM 031162100 28,757,925 508,360 SH Defined 2 459,780 0 48,580 AMGEN INC COM 031162100 596,480,868 10,544,120 SH SOLE 9,192,711 0 1,351,409 AMGEN INC COM 031162100 32,471,293 574,002 SH Defined 1 316,001 0 258,001 AMGEN INC COM 031162100 25,095,583 443,620 SH Defined 5 189,080 0 254,540 AMGEN INC COM 031162100 66,296,985 1,171,946 SH Defined 4 1,088,628 0 83,318 AMKOR TECHNOLOGY INC COM 031652100 3,288,154 285,430 SH Defined 2 285,430 0 0 AMKOR TECHNOLOGY INC COM 031652100 17,190,490 1,492,230 SH SOLE 1,492,230 0 0 AMR CORP COM 001765106 1,101,572 49,420 SH Defined 2 49,420 0 0 AMR CORP COM 001765106 5,635,915 252,845 SH SOLE 252,845 0 0 ANADARKO PETE CORP COM 032511107 263,431,330 4,901,048 SH SOLE 3,749,195 0 1,151,853 ANGIODYNAMICS INC COM 03475V101 19,985,373 1,060,232 SH SOLE 1,060,232 0 0 ANIMAL HEALTH INTL INC COM 03525N109 4,021,480 361,319 SH SOLE 361,319 0 0 ANIXTER INTL INC COM 035290105 15,430,518 187,150 SH SOLE 187,150 0 0 APACHE CORP COM 037411105 13,572,042 150,700 SH Defined 2 150,700 0 0 APACHE CORP COM 037411105 302,418,778 3,357,970 SH SOLE 3,224,290 0 133,680 APACHE CORP COM 037411105 31,809,192 353,200 SH Defined 1 174,970 0 178,230 APACHE CORP COM 037411105 321,514 3,570 SH Defined 4 3,570 0 0 APOLLO GROUP INC CL A 037604105 10,528,656 175,040 SH Defined 2 175,040 0 0 APOLLO GROUP INC CL A 037604105 211,861,112 3,522,213 SH SOLE 3,522,213 0 0 APOLLO GROUP INC CL A 037604105 766,792 12,748 SH Defined 1 12,748 0 0 APOLLO GROUP INC CL A 037604105 182,856 3,040 SH Defined 4 3,040 0 0 APPLE INC COM 037833100 1,870,117 12,180 SH Defined 2 12,180 0 0 APPLE INC COM 037833100 163,229,909 1,063,110 SH SOLE 1,063,110 0 0 APPLE INC COM 037833100 472,289 3,076 SH Defined 1 3,076 0 0 APPLERA CORP COM AP BIO GRP 038020103 6,113,960 176,500 SH SOLE 176,500 0 0 APPLIED MATLS INC COM 038222105 871,056 42,080 SH Defined 2 42,080 0 0 APPLIED MATLS INC COM 038222105 58,757,985 2,838,550 SH SOLE 2,771,580 0 66,970 APPLIED MATLS INC COM 038222105 268,065 12,950 SH Defined 1 12,950 0 0 APPLIED MATLS INC COM 038222105 97,497 4,710 SH Defined 4 4,710 0 0 ARACRUZ CELULOSE S A SPON ADR PFD B 038496204 11,900,828 161,718 SH SOLE 161,718 0 0 ARACRUZ CELULOSE S A SPON ADR PFD B 038496204 197,589 2,685 SH Defined 1 2,685 0 0 ARM HLDGS PLC SPONSORED ADR 042068106 30,407,700 3,231,424 SH SOLE 3,231,424 0 0 ASML HLDG NV N Y SHS N07059111 68,529,596 2,085,502 SH SOLE 2,085,502 0 0 ASPECT MED SYS INC COM 045235108 34,260,912 2,524,754 SH SOLE 2,524,754 0 0 ASPEN INSURANCE HOLDINGS LTD SHS G05384105 969,593 34,740 SH Defined 2 34,740 0 0 ASPEN INSURANCE HOLDINGS LTD SHS G05384105 23,876,168 855,470 SH SOLE 855,470 0 0 ASTORIA FINL CORP COM 046265104 813,118 30,649 SH SOLE 30,649 0 0 AT&T INC COM 00206R102 634,650 15,000 SH Defined 3 15,000 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 5
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- AT&T INC COM 00206R102 11,486,319 271,480 SH Defined 2 271,480 0 0 AT&T INC COM 00206R102 689,845,553 16,304,551 SH SOLE 15,456,955 0 847,596 AT&T INC COM 00206R102 20,720,730 489,736 SH Defined 1 256,559 0 233,177 AT&T INC COM 00206R102 463,295 10,950 SH Defined 4 10,950 0 0 ATMI INC COM 00207R101 39,415,775 1,324,900 SH SOLE 1,324,900 0 0 ATRICURE INC COM 04963C209 6,966,221 654,720 SH SOLE 654,720 0 0 AUTOLIV INC COM 052800109 427,810 7,160 SH Defined 2 7,160 0 0 AUTOLIV INC COM 052800109 29,982,849 501,805 SH SOLE 501,805 0 0 AUTOLIV INC COM 052800109 139,158 2,329 SH Defined 1 2,329 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 686,654 14,950 SH Defined 2 14,950 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 28,814,186 627,350 SH SOLE 627,350 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 18,372 400 SH Defined 1 400 0 0 AVALONBAY CMNTYS INC COM 053484101 1,488,264 12,606 SH SOLE 12,606 0 0 AVNET INC COM 053807103 4,076,084 102,260 SH SOLE 102,260 0 0 AVON PRODS INC COM 054303102 1,307,921 34,850 SH Defined 2 34,850 0 0 AVON PRODS INC COM 054303102 52,622,727 1,402,151 SH SOLE 1,402,151 0 0 AXA SPONSORED ADR 054536107 42,038,278 942,351 SH SOLE 942,351 0 0 BAIDU.COM COM 05672108 3,678,555 12,700 SH PUT SOLE 12,700 0 0 BAIDU.COM COM 05672108 724,125 2,500 SH PUT Defined 2 2,500 0 0 BAIDU.COM COM 05672108 782,055 2,700 SH PUT Defined 4 2,700 0 0 BANCO MACRO SA SPON ADR B 05961W105 6,046,696 205,600 SH SOLE 205,600 0 0 BANCO MACRO SA SPON ADR B 05961W105 79,407 2,700 SH Defined 1 2,700 0 0 BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 19,317,892 382,003 SH SOLE 382,003 0 0 BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 131,482 2,600 SH Defined 1 2,600 0 0 BANK HAWAII CORP COM 062540109 1,397,354 26,440 SH SOLE 26,440 0 0 BANK OF AMERICA CORPORATION COM 060505104 34,156,102 679,453 SH Defined 2 679,453 0 0 BANK OF AMERICA CORPORATION COM 060505104 1,334,862,470 26,553,859 SH SOLE 24,982,868 0 1,570,991 BANK OF AMERICA CORPORATION COM 060505104 110,799,956 2,204,097 SH Defined 1 1,179,958 0 1,024,139 BANK OF AMERICA CORPORATION COM 060505104 436,846 8,690 SH Defined 4 8,690 0 0 BANK OF NEW YORK MELLON CORP COM 064058100 12,465,268 282,403 SH Defined 3 156,448 0 125,955 BANK OF NEW YORK MELLON CORP COM 064058100 83,011,185 1,880,634 SH Defined 2 1,711,556 0 169,078 BANK OF NEW YORK MELLON CORP COM 064058100 1,051,827,332 23,829,346 SH SOLE 21,779,511 0 2,049,835 BANK OF NEW YORK MELLON CORP COM 064058100 146,840,759 3,326,705 SH Defined 1 1,750,353 0 1,576,352 BANK OF NEW YORK MELLON CORP COM 064058100 68,752,817 1,557,608 SH Defined 5 660,502 0 897,106 BANK OF NEW YORK MELLON CORP COM 064058100 180,978,900 4,100,111 SH Defined 4 3,808,814 0 291,297 BANKUNITED FINL CORP CL A 06652B103 4,792,691 308,410 SH SOLE 308,410 0 0 BARCLAYS PLC ADR 06738E204 27,286,127 561,212 SH SOLE 561,212 0 0 BARD C R INC COM 067383109 1,349,307 15,300 SH Defined 2 15,300 0 0 BARD C R INC COM 067383109 38,331,607 434,648 SH SOLE 434,648 0 0 BARD C R INC COM 067383109 141,104 1,600 SH Defined 1 1,600 0 0 BARR PHARMACEUTICALS INC COM 068306109 1,341,198 23,567 SH SOLE 23,567 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 6
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- BAXTER INTL INC COM 071813109 6,295,143 111,854 SH SOLE 111,854 0 0 BAYER A G SPONSORED ADR 072730302 21,162,090 266,693 SH SOLE 266,693 0 0 BAYER A G SPONSORED ADR 072730302 26,186 330 SH Defined 1 330 0 0 BEAR STEARNS COS INC COM 073902108 1,169,151 9,520 SH Defined 2 9,520 0 0 BEAR STEARNS COS INC COM 073902108 146,097,601 1,189,623 SH SOLE 963,110 0 226,513 BECKMAN COULTER INC COM 075811109 1,046,433 14,187 SH SOLE 14,187 0 0 BECTON DICKINSON & CO COM 075887109 17,463,768 212,843 SH SOLE 212,843 0 0 BERKLEY W R CORP COM 084423102 10,048,126 339,120 SH SOLE 339,120 0 0 BHP BILLITON LTD SPONSORED ADR 088606108 8,292,300 105,500 SH SOLE 105,500 0 0 BHP BILLITON PLC SPONSORED ADR 05545E209 69,425,653 965,452 SH SOLE 965,452 0 0 BHP BILLITON PLC SPONSORED ADR 05545E209 573,123 7,970 SH Defined 1 7,970 0 0 BOEING CO COM 097023105 5,997,029 57,120 SH SOLE 57,120 0 0 BOSTON PROPERTIES INC COM 101121101 2,195,095 21,127 SH SOLE 21,127 0 0 BOSTON SCIENTIFIC CORP COM 101137107 3,066,210 219,800 SH Defined 2 219,800 0 0 BOSTON SCIENTIFIC CORP COM 101137107 256,637,020 18,396,919 SH SOLE 14,828,280 0 3,568,639 BOSTON SCIENTIFIC CORP COM 101137107 832,257 59,660 SH Defined 1 59,660 0 0 BOSTON SCIENTIFIC CORP COM 101137107 295,210 21,162 SH Defined 4 21,162 0 0 BOWATER INC COM 102183100 163,672 10,970 SH Defined 2 10,970 0 0 BOWATER INC COM 102183100 64,854,181 4,346,795 SH SOLE 3,236,554 0 1,110,241 BOWATER INC COM 102183100 1,536,283 102,968 SH Defined 1 51,169 0 51,799 BP PLC SPONSORED ` ADR 055622104 8,183 118 SH SOLE 118 0 0 BP PLC SPONSORED ADR 055622104 5,063,937 73,020 SH Defined 1 3,770 0 69,250 BRE PROPERTIES INC CL A 05564E106 25,256,142 451,567 SH SOLE 451,567 0 0 BRIGHT HORIZON FAMILY SOLUTI COM 109195107 15,729,691 367,173 SH SOLE 367,173 0 0 BRINKER INTL INC COM 109641100 854,756 31,150 SH Defined 2 31,150 0 0 BRINKER INTL INC COM 109641100 18,272,049 665,891 SH SOLE 665,891 0 0 BRINKER INTL INC COM 109641100 78,039 2,844 SH Defined 1 2,844 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 15,612,313 541,718 SH SOLE 541,718 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 584,585 20,284 SH Defined 1 15,484 0 4,800 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 21,338,543 296,451 SH SOLE 296,451 0 0 BUCYRUS INTL INC NEW CL A 118759109 10,517,965 144,220 SH Defined 2 144,220 0 0 BUCYRUS INTL INC NEW CL A 118759109 161,626,737 2,216,190 SH SOLE 2,216,190 0 0 BUCYRUS INTL INC NEW CL A 118759109 2,932,515 40,210 SH Defined 1 40,210 0 0 BUCYRUS INTL INC NEW CL A 118759109 7,293 100 SH Defined 4 100 0 0 BUCYRUS INTL INC NEW CL A 118759109 269,841 3,700 SH Defined 6 3,700 0 0 BURLINGTON NORTHN SANTA FE C COM 12189T104 8,740,386 107,680 SH Defined 2 107,680 0 0 BURLINGTON NORTHN SANTA FE C COM 12189T104 282,880,940 3,485,043 SH SOLE 3,398,933 0 86,110 BURLINGTON NORTHN SANTA FE C COM 12189T104 28,618,107 352,570 SH Defined 1 190,347 0 162,223 BURLINGTON NORTHN SANTA FE C COM 12189T104 101,463 1,250 SH Defined 4 1,250 0 0 BUSINESS OBJECTS S A SPONSORED ADR 12328X107 560,965 12,502 SH Defined 2 12,502 0 0 BUSINESS OBJECTS S A SPONSORED ADR 12328X107 581,515 12,960 SH Defined 3 12,960 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 7
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- BUSINESS OBJECTS S A SPONSORED ADR 12328X107 2,816,580 62,772 SH SOLE 62,772 0 0 CABLEVISION SYS CORP CL A NY CABLVS 12686C109 5,645,955 161,590 SH SOLE 161,590 0 0 CADENCE PHARMACEUTICALS INC COM 12738T100 6,935,740 495,410 SH SOLE 495,410 0 0 CAMECO CORP COM 13321L108 1,039,475 22,480 SH Defined 2 22,480 0 0 CAMECO CORP COM 13321L108 33,176,275 717,480 SH SOLE 717,480 0 0 CAMECO CORP COM 13321L108 184,960 4,000 SH Defined 1 4,000 0 0 CAMECO CORP COM 13321L108 114,675 2,480 SH Defined 4 2,480 0 0 CAMERON INTERNATIONAL CORP COM 13342B105 6,228,652 67,490 SH Defined 2 67,490 0 0 CAMERON INTERNATIONAL CORP COM 13342B105 31,587,175 342,260 SH SOLE 342,260 0 0 CANADIAN NAT RES LTD COM 136385101 203,313 2,684 SH SOLE 2,684 0 0 CANADIAN NATL RY CO COM 136375102 3,489,198 61,214 SH Defined 3 33,834 0 27,380 CANADIAN NATL RY CO COM 136375102 15,190,044 266,492 SH Defined 2 229,322 0 37,170 CANADIAN NATL RY CO COM 136375102 91,979,019 1,613,667 SH SOLE 1,452,131 0 161,536 CANADIAN NATL RY CO COM 136375102 67,753,506 1,188,658 SH Defined 1 966,848 0 221,810 CANADIAN NATL RY CO COM 136375102 19,085,880 334,840 SH Defined 5 141,300 0 193,540 CANADIAN NATL RY CO COM 136375102 51,962,397 911,621 SH Defined 4 847,393 0 64,228 CANON INC ADR 138006309 12,742,080 234,704 SH SOLE 234,704 0 0 CAPELLA EDUCATION COMPANY COM 139594105 14,579,874 260,774 SH SOLE 260,774 0 0 CAPITAL ONE FINL CORP COM 14040H105 12,940,232 194,795 SH SOLE 194,795 0 0 CAPITAL ONE FINL CORP COM 14040H105 356,065 5,360 SH Defined 1 5,360 0 0 CAPITALSOURCE INC COM 14055X102 837,531 41,380 SH Defined 2 41,380 0 0 CAPITALSOURCE INC COM 14055X102 4,252,019 210,080 SH SOLE 210,080 0 0 CARDINAL HEALTH INC COM 14149Y108 898,556 14,370 SH Defined 2 14,370 0 0 CARDINAL HEALTH INC COM 14149Y108 38,460,327 615,070 SH SOLE 615,070 0 0 CARDINAL HEALTH INC COM 14149Y108 135,065 2,160 SH Defined 1 380 0 1,780 CARMAX INC COM 143130102 2,097,446 103,170 SH Defined 2 103,170 0 0 CARMAX INC COM 143130102 94,700,698 4,658,175 SH SOLE 4,658,175 0 0 CARMAX INC COM 143130102 205,333 10,100 SH Defined 1 10,100 0 0 CARMAX INC COM 143130102 105,513 5,190 SH Defined 4 5,190 0 0 CARNIVAL CORP PAIRED CTF 143658300 59,152,402 1,221,400 SH SOLE 1,172,930 0 48,470 CARNIVAL CORP PAIRED CTF 143658300 348,890 7,204 SH Defined 1 7,204 0 0 CASTLE BRANDS INC COM 148435100 2,393,952 544,080 SH SOLE 544,080 0 0 CBL & ASSOC PPTYS INC COM 124830100 11,806,593 336,850 SH SOLE 336,850 0 0 CBS CORP NEW CL B 124857202 13,119,530 416,493 SH SOLE 416,493 0 0 CELGENE CORP COM 151020104 1,526,747 21,410 SH Defined 2 21,410 0 0 CELGENE CORP COM 151020104 137,012,895 1,921,370 SH SOLE 1,921,370 0 0 CELGENE CORP COM 151020104 39,934 560 SH Defined 1 560 0 0 CELLCOM ISRAEL LTD SHS M2196U109 114,574,195 4,711,110 SH SOLE 4,336,240 0 374,870 CENTER FINL CORP CALIF COM 15146E102 859,499 61,790 SH SOLE 61,790 0 0 CENTRAL GARDEN & PET CO COM 153527106 68,530 7,700 SH Defined 2 7,700 0 0 CENTRAL GARDEN & PET CO COM 153527106 1,310,881 147,290 SH SOLE 147,290 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 8
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 29,355,144 3,268,947 SH SOLE 3,268,947 0 0 CENTURYTEL INC COM 156700106 2,167,718 46,900 SH SOLE 46,900 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 2,333,557 92,675 SH SOLE 92,675 0 0 CHESAPEAKE ENERGY CORP COM 165167107 172,774 4,900 SH Defined 2 4,900 0 0 CHESAPEAKE ENERGY CORP COM 165167107 4,167,168 118,184 SH SOLE 118,184 0 0 CHEVRON CORP NEW COM 166764100 5,938,493 63,459 SH Defined 3 35,010 0 28,449 CHEVRON CORP NEW COM 166764100 31,839,191 340,235 SH Defined 2 301,675 0 38,560 CHEVRON CORP NEW COM 166764100 363,800,906 3,887,593 SH SOLE 3,666,383 0 221,210 CHEVRON CORP NEW COM 166764100 74,518,315 796,306 SH Defined 1 406,801 0 389,505 CHEVRON CORP NEW COM 166764100 34,379,046 367,376 SH Defined 5 154,460 0 212,916 CHEVRON CORP NEW COM 166764100 83,472,518 891,991 SH Defined 4 826,418 0 65,573 CHIQUITA BRANDS INTL INC COM 170032809 520,807 32,900 SH SOLE 32,900 0 0 CHOICEPOINT INC COM 170388102 975,682 25,730 SH SOLE 25,730 0 0 CHUBB CORP COM 171232101 5,292,122 98,660 SH Defined 2 98,660 0 0 CHUBB CORP COM 171232101 215,448,413 4,016,563 SH SOLE 3,956,093 0 60,470 CHUBB CORP COM 171232101 21,084,382 393,072 SH Defined 1 217,814 0 175,258 CHUBB CORP COM 171232101 209,196 3,900 SH Defined 4 3,900 0 0 CIGNA CORP COM 125509109 21,591,243 405,165 SH SOLE 405,165 0 0 CIGNA CORP COM 125509109 65,707 1,233 SH Defined 1 1,233 0 0 CINCINNATI BELL INC NEW COM 171871106 369,710 74,840 SH SOLE 74,840 0 0 CINCINNATI BELL INC NEW COM 171871106 54,192 10,970 SH Defined 1 0 0 10,970 CISCO SYS INC COM 17275R102 9,648,254 291,400 SH Defined 2 291,400 0 0 CISCO SYS INC COM 17275R102 585,904,064 17,695,683 SH SOLE 17,531,723 0 163,960 CISCO SYS INC COM 17275R102 2,593,606 78,333 SH Defined 1 78,333 0 0 CISCO SYS INC COM 17275R102 427,980 12,926 SH Defined 4 12,926 0 0 CIT GROUP INC COM 125581108 1,186,704 29,520 SH Defined 2 29,520 0 0 CIT GROUP INC COM 125581108 12,470,804 310,219 SH SOLE 310,219 0 0 CIT GROUP INC COM 125581108 62,712 1,560 SH Defined 1 1,560 0 0 CITADEL BROADCASTING CORP COM 17285T106 25,255 6,071 SH Defined 2 6,071 0 0 CITADEL BROADCASTING CORP COM 17285T106 10,902,054 2,620,686 SH SOLE 2,418,894 0 201,792 CITADEL BROADCASTING CORP COM 17285T106 136,793 32,883 SH Defined 1 16,041 0 16,842 CITI TRENDS INC COM 17306X102 39,473,075 1,814,020 SH SOLE 1,814,020 0 0 CITIGROUP INC COM 172967101 25,001,259 535,703 SH Defined 2 535,703 0 0 CITIGROUP INC COM 172967101 782,144,184 16,759,035 SH SOLE 16,083,016 0 676,019 CITIGROUP INC COM 172967101 88,985,456 1,906,695 SH Defined 1 1,000,984 0 905,711 CITIZENS COMMUNICATIONS CO COM 17453B101 14,648,730 1,022,956 SH SOLE 944,166 0 78,790 CITRIX SYS INC COM 177376100 1,092,269 27,090 SH Defined 2 27,090 0 0 CITRIX SYS INC COM 177376100 45,815,616 1,136,300 SH SOLE 1,136,300 0 0 CITRIX SYS INC COM 177376100 29,030 720 SH Defined 1 720 0 0 CLEVELAND CLIFFS INC COM 185896107 615,790 7,000 SH Defined 2 7,000 0 0 CLEVELAND CLIFFS INC COM 185896107 3,800,304 43,200 SH SOLE 43,200 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 9
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- CLEVELAND CLIFFS INC COM 185896107 94,128 1,070 SH Defined 1 0 0 1,070 CLOROX CO DEL COM 189054109 35,639,507 584,350 SH SOLE 517,550 0 66,800 CME GROUP INC COM 12572Q105 187,952 320 SH Defined 2 320 0 0 CME GROUP INC COM 12572Q105 23,297,238 39,665 SH SOLE 39,665 0 0 CME GROUP INC COM 12572Q105 234,940 400 SH Defined 1 400 0 0 CMS ENERGY CORP COM 125896100 142,245,680 8,456,937 SH SOLE 7,830,157 0 626,780 CMS ENERGY CORP COM 125896100 114,376 6,800 SH Defined 1 0 0 6,800 COACH INC COM 189754104 6,798,371 143,820 SH Defined 2 143,820 0 0 COACH INC COM 189754104 57,033,429 1,206,546 SH SOLE 1,206,546 0 0 COACH INC COM 189754104 220,751 4,670 SH Defined 1 4,670 0 0 COACH INC COM 189754104 90,286 1,910 SH Defined 4 1,910 0 0 COCA COLA CO COM 191216100 11,759,856 204,626 SH SOLE 204,626 0 0 COCA COLA CO COM 191216100 239,822 4,173 SH Defined 1 4,173 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 26,886,479 337,050 SH SOLE 337,050 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 48,660 610 SH Defined 1 610 0 0 COGNOS INC COM 19244C109 523,278 12,600 SH Defined 2 12,600 0 0 COGNOS INC COM 19244C109 539,890 13,000 SH Defined 3 13,000 0 0 COGNOS INC COM 19244C109 10,367,965 249,650 SH SOLE 249,650 0 0 COLGATE PALMOLIVE CO COM 194162103 5,988,740 83,970 SH Defined 2 83,970 0 0 COLGATE PALMOLIVE CO COM 194162103 221,090,003 3,099,972 SH SOLE 3,057,322 0 42,650 COLGATE PALMOLIVE CO COM 194162103 1,820,942 25,532 SH Defined 1 23,042 0 2,490 COLGATE PALMOLIVE CO COM 194162103 464,293 6,510 SH Defined 4 6,510 0 0 COMCAST CORP NEW CL A 20030N101 2,467,811 102,060 SH Defined 2 102,060 0 0 COMCAST CORP NEW CL A 20030N101 95,619,206 3,954,475 SH SOLE 3,954,475 0 0 COMCAST CORP NEW CL A 20030N101 43,403 1,795 SH Defined 1 1,795 0 0 COMCAST CORP NEW CL A SPL 20030N200 2,020,906 84,345 SH Defined 2 84,345 0 0 COMCAST CORP NEW CL A SPL 20030N200 158,529,902 6,616,440 SH SOLE 6,210,575 0 405,865 COMCAST CORP NEW CL A SPL 20030N200 364,432 15,210 SH Defined 1 15,210 0 0 COMCAST CORP NEW CL A SPL 20030N200 215,880 9,010 SH Defined 4 9,010 0 0 COMMERCE BANCORP INC NJ COM 200519106 882,633 22,760 SH Defined 2 22,760 0 0 COMMERCE BANCORP INC NJ COM 200519106 87,646,329 2,260,091 SH SOLE 2,260,091 0 0 COMMERCE BANCORP INC NJ COM 200519106 23,268 600 SH Defined 1 600 0 0 COMMERCIAL METALS CO COM 201723103 13,936,445 440,330 SH SOLE 440,330 0 0 COMMVAULT SYSTEMS INC COM 204166102 26,087,642 1,408,620 SH SOLE 1,408,620 0 0 COMPANHIA DE BEBIDAS DAS AME SPON ADR PFD 20441W203 203,301 2,780 SH Defined 1 2,780 0 0 COMPANHIA VALE DO RIO DOCE SPONSORED ADR 204412209 1,847,149 54,440 SH Defined 2 54,440 0 0 COMPANHIA VALE DO RIO DOCE SPONSORED ADR 204412209 102,422,252 3,018,634 SH SOLE 3,018,634 0 0 COMPANHIA VALE DO RIO DOCE SPONSORED ADR 204412209 2,285,525 67,360 SH Defined 1 67,360 0 0 COMPANHIA VALE DO RIO DOCE SPONSORED ADR 204412209 118,009 3,478 SH Defined 4 3,478 0 0 COMPUWARE CORP COM 205638109 137,849,164 17,188,175 SH SOLE 13,226,300 0 3,961,875 COMPUWARE CORP COM 205638109 87,338 10,890 SH Defined 1 10,890 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 10
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- CONCEPTUS INC COM 206016107 55,290,638 2,913,100 SH SOLE 2,913,100 0 0 CONOCOPHILLIPS COM 20825C104 13,971,229 159,180 SH Defined 2 159,180 0 0 CONOCOPHILLIPS COM 20825C104 371,436,057 4,231,925 SH SOLE 4,144,535 0 87,390 CONOCOPHILLIPS COM 20825C104 47,175,410 537,489 SH Defined 1 277,963 0 259,526 CONSECO INC COM NEW 208464883 174,035,808 10,877,238 SH SOLE 8,127,190 0 2,750,048 CONSOL ENERGY INC COM 20854P109 1,237,230 26,550 SH Defined 2 26,550 0 0 CONSOL ENERGY INC COM 20854P109 34,718,864 745,040 SH SOLE 745,040 0 0 CONSOL ENERGY INC COM 20854P109 367,674 7,890 SH Defined 1 7,890 0 0 CONSOL ENERGY INC COM 20854P109 134,674 2,890 SH Defined 4 2,890 0 0 CONSOLIDATED EDISON INC COM 209115104 33,937,900 733,000 SH SOLE 675,030 0 57,970 CONSTELLATION ENERGY GROUP I COM 210371100 2,428,715 28,310 SH Defined 2 28,310 0 0 CONSTELLATION ENERGY GROUP I COM 210371100 197,545,545 2,302,664 SH SOLE 2,182,404 0 120,260 CONSTELLATION ENERGY GROUP I COM 210371100 189,596 2,210 SH Defined 1 2,210 0 0 COOPER COS INC COM NEW 216648402 1,018,521 19,430 SH Defined 2 19,430 0 0 COOPER COS INC COM NEW 216648402 166,725,899 3,180,578 SH SOLE 2,614,390 0 566,188 COOPER COS INC COM NEW 216648402 145,203 2,770 SH Defined 1 2,770 0 0 CORPORATE EXECUTIVE BRD CO COM 21988R102 1,839,667 24,780 SH Defined 2 24,780 0 0 CORPORATE EXECUTIVE BRD CO COM 21988R102 124,008,714 1,670,376 SH SOLE 1,670,376 0 0 COSTAR GROUP INC COM 22160N109 22,713,043 424,940 SH SOLE 424,940 0 0 COUNTRYWIDE FINANCIAL CORP COM 222372104 433,238 22,790 SH Defined 2 22,790 0 0 COUNTRYWIDE FINANCIAL CORP COM 222372104 113,290,076 5,959,499 SH SOLE 4,909,892 0 1,049,607 COUNTRYWIDE FINANCIAL CORP COM 222372104 304,179 16,001 SH Defined 1 10,961 0 5,040 COUNTRYWIDE FINANCIAL CORP COM 222372104 46,194 2,430 SH Defined 4 2,430 0 0 COVANCE INC COM 222816100 1,829,793 23,489 SH SOLE 23,489 0 0 COVANTA HLDG CORP COM 22282E102 40,593,707 1,656,210 SH SOLE 1,524,950 0 131,260 COVANTA HLDG CORP DBCV 1.000% 2/0 22282EAA0 7,172,358 7,049,000 PR SOLE 6,487,000 0 562,000 COVENTRY HEALTH CARE INC COM 222862104 6,111,386 98,238 SH SOLE 98,238 0 0 COVENTRY HEALTH CARE INC COM 222862104 25,755 414 SH Defined 1 414 0 0 COVIDIEN LTD COM G2552X108 63,533,429 1,530,926 SH SOLE 1,170,096 0 360,830 COVIDIEN LTD COM G2552X108 71,463 1,722 SH Defined 1 1,722 0 0 CRAY INC COM NEW 225223304 595,181 82,664 SH Defined 2 82,664 0 0 CRAY INC COM NEW 225223304 610,610 84,807 SH Defined 3 84,807 0 0 CRAY INC COM NEW 225223304 13,900,673 1,930,649 SH SOLE 1,930,649 0 0 CREDICORP LTD COM G2519Y108 19,775,915 292,111 SH SOLE 292,111 0 0 CREDICORP LTD COM G2519Y108 81,240 1,200 SH Defined 1 1,200 0 0 CRH PLC ADR 12626K203 30,014,421 748,676 SH SOLE 748,676 0 0 CROWN HOLDINGS INC COM 228368106 1,933,462 84,950 SH SOLE 84,950 0 0 CSX CORP COM 126408103 3,002,253 70,261 SH SOLE 70,261 0 0 CUMMINS INC COM 231021106 7,550,626 59,040 SH Defined 2 59,040 0 0 CUMMINS INC COM 231021106 64,887,038 507,366 SH SOLE 507,366 0 0 CUMMINS INC COM 231021106 257,698 2,015 SH Defined 1 915 0 1,100
MFS 13F REPORT DATE: 09/30/07 PAGE 11
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- CVS CAREMARK CORPORATION COM 126650100 13,979,800 352,758 SH Defined 2 352,758 0 0 CVS CAREMARK CORPORATION COM 126650100 579,251,717 14,616,496 SH SOLE 14,282,590 0 333,906 CVS CAREMARK CORPORATION COM 126650100 29,727,176 750,118 SH Defined 1 410,577 0 339,541 CVS CAREMARK CORPORATION COM 126650100 252,839 6,380 SH Defined 4 6,380 0 0 CYBERONICS INC COM 23251P102 17,396,897 1,247,984 SH SOLE 1,247,984 0 0 CYTEC INDS INC COM 232820100 1,056,626 15,450 SH SOLE 15,450 0 0 D R HORTON INC COM 23331A109 1,460,981 114,050 SH Defined 2 114,050 0 0 D R HORTON INC COM 23331A109 133,546,133 10,425,147 SH SOLE 8,409,490 0 2,015,657 D R HORTON INC COM 23331A109 262,477 20,490 SH Defined 1 20,490 0 0 D R HORTON INC COM 23331A109 157,051 12,260 SH Defined 4 12,260 0 0 DANAHER CORP DEL COM 235851102 7,944,296 96,050 SH Defined 2 96,050 0 0 DANAHER CORP DEL COM 235851102 408,659,110 4,940,867 SH SOLE 4,912,297 0 28,570 DANAHER CORP DEL COM 235851102 1,196,979 14,472 SH Defined 1 14,472 0 0 DANAHER CORP DEL COM 235851102 555,811 6,720 SH Defined 4 6,720 0 0 DARDEN RESTAURANTS INC COM 237194105 979,105 23,390 SH Defined 2 23,390 0 0 DARDEN RESTAURANTS INC COM 237194105 6,570,346 156,960 SH SOLE 156,960 0 0 DARDEN RESTAURANTS INC COM 237194105 479,967 11,466 SH Defined 1 11,466 0 0 DAVITA INC COM 23918K108 1,216,847 19,260 SH Defined 2 19,260 0 0 DAVITA INC COM 23918K108 28,909,904 457,580 SH SOLE 457,580 0 0 DAVITA INC COM 23918K108 216,707 3,430 SH Defined 1 3,430 0 0 DAVITA INC COM 23918K108 130,783 2,070 SH Defined 4 2,070 0 0 DAYTON SUPERIOR CORP COM 240028308 9,538,142 1,150,560 SH SOLE 1,150,560 0 0 DEERE & CO COM 244199105 8,932,658 60,185 SH Defined 2 60,185 0 0 DEERE & CO COM 244199105 216,200,015 1,456,677 SH SOLE 1,382,177 0 74,500 DEERE & CO COM 244199105 26,354,939 177,570 SH Defined 1 87,897 0 89,673 DELL INC COM 24702R101 1,402,356 50,810 SH Defined 2 50,810 0 0 DELL INC COM 24702R101 58,824,432 2,131,320 SH SOLE 2,131,320 0 0 DELL INC COM 24702R101 37,260 1,350 SH Defined 1 1,350 0 0 DELUXE CORP COM 248019101 384,610 10,440 SH SOLE 10,440 0 0 DENBURY RES INC COM NEW 247916208 9,845,565 220,308 SH SOLE 220,308 0 0 DENBURY RES INC COM NEW 247916208 75,973 1,700 SH Defined 1 1,700 0 0 DENTSPLY INTL INC NEW COM 249030107 2,724,672 65,434 SH Defined 3 36,120 0 29,314 DENTSPLY INTL INC NEW COM 249030107 15,399,222 369,818 SH Defined 2 330,058 0 39,760 DENTSPLY INTL INC NEW COM 249030107 90,425,008 2,171,590 SH SOLE 2,031,030 0 140,560 DENTSPLY INTL INC NEW COM 249030107 17,758,419 426,475 SH Defined 1 217,734 0 208,741 DENTSPLY INTL INC NEW COM 249030107 15,127,812 363,300 SH Defined 5 153,770 0 209,530 DENTSPLY INTL INC NEW COM 249030107 39,212,055 941,692 SH Defined 4 874,236 0 67,456 DEVELOPERS DIVERSIFIED RLTY COM 251591103 1,657,160 29,661 SH SOLE 29,661 0 0 DEVON ENERGY CORP NEW COM 25179M103 12,077,312 145,160 SH Defined 2 145,160 0 0 DEVON ENERGY CORP NEW COM 25179M103 564,760,102 6,787,982 SH SOLE 6,194,459 0 593,523 DEVON ENERGY CORP NEW COM 25179M103 42,140,883 506,501 SH Defined 1 280,399 0 226,102
MFS 13F REPORT DATE: 09/30/07 PAGE 12
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- DEXCOM INC COM 252131107 9,621,469 963,110 SH SOLE 963,110 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 80,465,123 917,191 SH SOLE 917,191 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 35,855,953 408,708 SH Defined 1 267,378 0 141,330 DIAMOND FOODS INC COM 252603105 23,019,682 1,114,215 SH SOLE 1,114,215 0 0 DICKS SPORTING GOODS INC COM 253393102 816,544 12,160 SH Defined 2 12,160 0 0 DICKS SPORTING GOODS INC COM 253393102 47,018,430 700,200 SH SOLE 700,200 0 0 DISNEY WALT CO COM DISNEY 254687106 6,339,315 184,336 SH Defined 3 101,730 0 82,606 DISNEY WALT CO COM DISNEY 254687106 32,550,995 946,525 SH Defined 2 834,745 0 111,780 DISNEY WALT CO COM DISNEY 254687106 224,499,983 6,528,060 SH SOLE 5,974,240 0 553,820 DISNEY WALT CO COM DISNEY 254687106 57,805,910 1,680,893 SH Defined 1 862,820 0 818,073 DISNEY WALT CO COM DISNEY 254687106 35,340,884 1,027,650 SH Defined 5 438,600 0 589,050 DISNEY WALT CO COM DISNEY 254687106 91,754,171 2,668,048 SH Defined 4 2,478,038 0 190,010 DOLBY LABORATORIES INC COM 25659T107 8,817,817 253,240 SH SOLE 253,240 0 0 DOLBY LABORATORIES INC COM 25659T107 120,129 3,450 SH Defined 1 3,450 0 0 DOMINION RES INC VA NEW COM 25746U109 10,985,555 130,315 SH Defined 2 130,315 0 0 DOMINION RES INC VA NEW COM 25746U109 242,759,469 2,879,709 SH SOLE 2,764,245 0 115,464 DOMINION RES INC VA NEW COM 25746U109 33,581,579 398,358 SH Defined 1 197,762 0 200,596 DOUGLAS EMMETT INC COM 25960P109 352,798 14,266 SH SOLE 14,266 0 0 DOW CHEM CO COM 260543103 1,987,650 46,160 SH Defined 2 46,160 0 0 DOW CHEM CO COM 260543103 63,564,828 1,476,192 SH SOLE 1,430,002 0 46,190 DOW CHEM CO COM 260543103 11,121,838 258,287 SH Defined 1 129,694 0 128,593 DPL INC COM 233293109 132,251,216 5,036,223 SH SOLE 4,643,123 0 393,100 DRESSER-RAND GROUP INC COM 261608103 18,390,072 430,580 SH SOLE 430,580 0 0 DRIL-QUIP INC COM 262037104 1,710,471 34,660 SH SOLE 34,660 0 0 DST SYS INC DEL COM 233326107 3,185,096 37,118 SH Defined 3 20,490 0 16,628 DST SYS INC DEL COM 233326107 12,224,493 142,460 SH SOLE 62,220 0 80,240 DST SYS INC DEL COM 233326107 13,468,823 156,961 SH Defined 2 134,601 0 22,360 DST SYS INC DEL COM 233326107 20,351,901 237,174 SH Defined 1 122,068 0 115,106 DST SYS INC DEL COM 233326107 17,365,370 202,370 SH Defined 5 85,900 0 116,470 DST SYS INC DEL COM 233326107 43,571,229 507,764 SH Defined 4 469,565 0 38,199 DTE ENERGY CO COM 233331107 72,707,956 1,500,990 SH SOLE 1,383,000 0 117,990 DUKE ENERGY CORP NEW COM 26441C105 439,028 23,490 SH SOLE 23,490 0 0 DYNEGY INC DEL CL A 26817G102 42,462,420 4,595,500 SH SOLE 4,234,320 0 361,180 E M C CORP MASS COM 268648102 1,529,112 73,515 SH Defined 3 73,515 0 0 E M C CORP MASS COM 268648102 5,187,915 249,419 SH Defined 2 249,419 0 0 E M C CORP MASS COM 268648102 374,646,438 18,011,848 SH SOLE 17,758,688 0 253,160 E M C CORP MASS COM 268648102 1,302,413 62,616 SH Defined 1 62,616 0 0 E M C CORP MASS COM 268648102 224,848 10,810 SH Defined 4 10,810 0 0 E TRADE FINANCIAL CORP COM 269246104 1,609,253 123,220 SH Defined 2 123,220 0 0 E TRADE FINANCIAL CORP COM 269246104 91,855,342 7,033,334 SH SOLE 5,611,170 0 1,422,164 E TRADE FINANCIAL CORP COM 269246104 204,389 15,650 SH Defined 1 15,650 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 13
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- E TRADE FINANCIAL CORP COM 269246104 81,886 6,270 SH Defined 4 6,270 0 0 EAST WEST BANCORP INC COM 27579R104 658,068 18,300 SH SOLE 18,300 0 0 EASTGROUP PPTY INC COM 277276101 1,394,234 30,805 SH SOLE 30,805 0 0 EASTMAN CHEM CO COM 277432100 5,464,386 81,888 SH SOLE 81,888 0 0 EATON CORP COM 278058102 9,335,510 94,260 SH Defined 2 94,260 0 0 EATON CORP COM 278058102 282,694,279 2,854,344 SH SOLE 2,822,994 0 31,350 EATON CORP COM 278058102 10,447,234 105,485 SH Defined 1 65,415 0 40,070 EATON CORP COM 278058102 134,694 1,360 SH Defined 4 1,360 0 0 EATON VANCE CORP COM NON VTG 278265103 1,507,291 37,720 SH SOLE 37,720 0 0 EBAY INC COM 278642103 1,399,257 35,860 SH Defined 2 35,860 0 0 EBAY INC COM 278642103 58,716,867 1,504,789 SH SOLE 1,504,789 0 0 EBAY INC COM 278642103 37,459 960 SH Defined 1 960 0 0 ECHOSTAR COMMUNICATIONS NEW CL A 278762109 327,670 7,000 SH Defined 3 7,000 0 0 ECHOSTAR COMMUNICATIONS NEW CL A 278762109 3,507,473 74,930 SH Defined 2 74,930 0 0 ECHOSTAR COMMUNICATIONS NEW CL A 278762109 17,789,672 380,040 SH SOLE 380,040 0 0 ECHOSTAR COMMUNICATIONS NEW CL A 278762109 55,049 1,176 SH Defined 1 1,176 0 0 EDISON INTL COM 281020107 113,974,536 2,055,447 SH SOLE 1,903,067 0 152,380 EDISON INTL COM 281020107 252,575 4,555 SH Defined 1 1,035 0 3,520 EDWARDS AG INC COM 281760108 755,676 9,023 SH SOLE 9,023 0 0 EINSTEIN NOAH REST GROUP INC COM 28257U104 11,502,000 613,440 SH SOLE 613,440 0 0 EL PASO CORP COM 28336L109 84,502,115 4,979,500 SH SOLE 4,620,770 0 358,730 ELAN PLC ADR 284131208 58,134,572 2,763,050 SH SOLE 2,763,050 0 0 ELECTRONIC ARTS INC COM 285512109 722,271 12,900 SH Defined 3 12,900 0 0 ELECTRONIC ARTS INC COM 285512109 1,517,889 27,110 SH Defined 2 27,110 0 0 ELECTRONIC ARTS INC COM 285512109 152,220,685 2,718,712 SH SOLE 2,718,712 0 0 ELECTRONIC ARTS INC COM 285512109 21,276 380 SH Defined 1 380 0 0 EMBARQ CORP COM 29078E105 12,126,138 218,096 SH Defined 2 218,096 0 0 EMBARQ CORP COM 29078E105 469,136,537 8,437,708 SH SOLE 8,115,588 0 322,120 EMBARQ CORP COM 29078E105 24,549,568 441,539 SH Defined 1 249,922 0 191,617 EMBRAER-EMPRESA BRASILEIRA D SP ADR COM SHS 29081M102 16,607,470 378,130 SH SOLE 378,130 0 0 EMBRAER-EMPRESA BRASILEIRA D SP ADR COM SHS 29081M102 70,272 1,600 SH Defined 1 1,600 0 0 EMERSON ELEC CO COM 291011104 6,804,603 127,858 SH SOLE 127,858 0 0 ENCORE BANCSHARES INC COM 29255V201 2,154,734 102,460 SH SOLE 102,460 0 0 ENDO PHARMACEUTICALS HLDGS I COM 29264F205 6,039,818 194,770 SH Defined 2 194,770 0 0 ENDO PHARMACEUTICALS HLDGS I COM 29264F205 51,143,770 1,649,267 SH SOLE 1,649,267 0 0 ENDO PHARMACEUTICALS HLDGS I COM 29264F205 424,279 13,682 SH Defined 1 13,682 0 0 ENDURANCE SPECIALTY HLDGS LT SHS G30397106 2,021,408 48,650 SH Defined 2 48,650 0 0 ENDURANCE SPECIALTY HLDGS LT SHS G30397106 38,581,668 928,560 SH SOLE 928,560 0 0 ENERGEN CORP COM 29265N108 10,352,200 181,236 SH SOLE 172,836 0 8,400 ENERSIS S A SPONSORED ADR 29274F104 76,153,917 4,292,780 SH SOLE 3,993,770 0 299,010 ENERSIS S A SPONSORED ADR 29274F104 76,282 4,300 SH Defined 1 4,300 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 14
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- ENSCO INTL INC COM 26874Q100 2,316,930 41,300 SH SOLE 41,300 0 0 ENTERGY CORP NEW COM 29364G103 4,109,606 37,950 SH Defined 2 37,950 0 0 ENTERGY CORP NEW COM 29364G103 208,481,857 1,925,218 SH SOLE 1,847,318 0 77,900 ENTERGY CORP NEW COM 29364G103 23,501,962 217,028 SH Defined 1 106,028 0 111,000 ENTERGY CORP NEW EQUITY UNIT 29364G202 174,754,591 2,614,130 SH SOLE 2,407,340 0 206,790 EOG RES INC COM 26875P101 7,018,180 97,030 SH Defined 2 97,030 0 0 EOG RES INC COM 26875P101 159,085,206 2,199,436 SH SOLE 2,125,526 0 73,910 EOG RES INC COM 26875P101 20,207,121 279,374 SH Defined 1 142,624 0 136,750 EQUINIX INC. COM 29444U502 2,084,125 23,500 SH PUT SOLE 23,500 0 0 EQUINIX INC. COM 29444U502 416,843 4,700 SH PUT Defined 2 4,700 0 0 EQUINIX INC. COM 29444U502 434,581 4,900 SH PUT Defined 4 4,900 0 0 EQUITABLE RES INC COM 294549100 203,873,479 3,930,470 SH SOLE 3,621,280 0 309,190 EQUITABLE RES INC COM 294549100 41,496 800 SH Defined 1 800 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 1,143,720 27,000 SH Defined 2 27,000 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 53,648,135 1,266,481 SH SOLE 1,266,481 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 206,717 4,880 SH Defined 1 4,880 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 122,420 2,890 SH Defined 4 2,890 0 0 ERICSSON L M TEL CO ADR B SEK 10 294821608 2,111,111 53,043 SH SOLE 53,043 0 0 ETHAN ALLEN INTERIORS INC COM 297602104 8,843,299 270,520 SH SOLE 270,520 0 0 EVERCORE PARTNERS INC CLASS A 29977A105 6,133,457 233,300 SH SOLE 233,300 0 0 EXCO RESOURCES INC COM 269279402 17,929,360 1,084,000 SH SOLE 1,084,000 0 0 EXELON CORP COM 30161N101 93,775,799 1,244,371 SH SOLE 1,181,861 0 62,510 EXELON CORP COM 30161N101 206,486 2,740 SH Defined 1 2,740 0 0 EXPRESS SCRIPTS INC COM 302182100 5,491,013 98,370 SH Defined 2 98,370 0 0 EXPRESS SCRIPTS INC COM 302182100 33,682,402 603,411 SH SOLE 603,411 0 0 EXPRESS SCRIPTS INC COM 302182100 61,402 1,100 SH Defined 1 0 0 1,100 EXTERRAN HLDGS INC COM 30225X103 988,182 12,300 SH Defined 2 12,300 0 0 EXTERRAN HLDGS INC COM 30225X103 61,804,759 769,290 SH SOLE 769,290 0 0 EXTERRAN HLDGS INC COM 30225X103 176,748 2,200 SH Defined 1 2,200 0 0 EXTERRAN HLDGS INC COM 30225X103 109,262 1,360 SH Defined 4 1,360 0 0 EXXON MOBIL CORP COM 30231G102 8,671,761 93,688 SH Defined 3 51,660 0 42,028 EXXON MOBIL CORP COM 30231G102 75,937,612 820,415 SH Defined 2 763,775 0 56,640 EXXON MOBIL CORP COM 30231G102 1,402,755,316 15,155,092 SH SOLE 14,475,412 0 679,680 EXXON MOBIL CORP COM 30231G102 176,063,467 1,902,155 SH Defined 1 951,824 0 950,331 EXXON MOBIL CORP COM 30231G102 47,657,293 514,880 SH Defined 5 217,780 0 297,100 EXXON MOBIL CORP COM 30231G102 125,392,883 1,354,720 SH Defined 4 1,258,450 0 96,270 FAMILY DLR STORES INC COM 307000109 1,955,613 73,630 SH Defined 2 73,630 0 0 FAMILY DLR STORES INC COM 307000109 109,076,661 4,106,802 SH SOLE 4,106,802 0 0 FAMILY DLR STORES INC COM 307000109 332,558 12,521 SH Defined 1 12,521 0 0 FAMILY DLR STORES INC COM 307000109 72,243 2,720 SH Defined 4 2,720 0 0 FEDERAL HOME LN MTG CORP COM 313400301 2,706,789 45,870 SH Defined 2 45,870 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 15
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- FEDERAL HOME LN MTG CORP COM 313400301 157,698,383 2,672,401 SH SOLE 2,246,931 0 425,470 FEDERAL HOME LN MTG CORP COM 313400301 15,009,075 254,348 SH Defined 1 129,878 0 124,470 FEDERAL NATL MTG ASSN COM 313586109 18,856,269 310,085 SH Defined 2 310,085 0 0 FEDERAL NATL MTG ASSN COM 313586109 561,476,335 9,233,290 SH SOLE 8,941,280 0 292,010 FEDERAL NATL MTG ASSN COM 313586109 61,323,966 1,008,452 SH Defined 1 535,016 0 473,436 FEDEX CORP COM 31428X106 3,782,523 36,110 SH Defined 2 36,110 0 0 FEDEX CORP COM 31428X106 158,240,588 1,510,650 SH SOLE 1,488,020 0 22,630 FEDEX CORP COM 31428X106 1,031,369 9,846 SH Defined 1 9,846 0 0 FEDEX CORP COM 31428X106 257,371 2,457 SH Defined 4 2,457 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 1,153,620 26,000 SH Defined 2 26,000 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 82,586,325 1,861,310 SH SOLE 1,861,310 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 25,735 580 SH Defined 1 580 0 0 FIRSTENERGY CORP COM 337932107 49,968,483 788,893 SH SOLE 733,083 0 55,810 FIRSTENERGY CORP COM 337932107 100,711 1,590 SH Defined 1 1,590 0 0 FLEXTRONICS INTL LTD ORD Y2573F102 1,055,280 94,390 SH Defined 2 94,390 0 0 FLEXTRONICS INTL LTD ORD Y2573F102 1,081,330 96,720 SH Defined 3 96,720 0 0 FLEXTRONICS INTL LTD ORD Y2573F102 18,722,252 1,674,620 SH SOLE 1,674,620 0 0 FLUOR CORP NEW COM 343412102 19,018,318 132,090 SH SOLE 132,090 0 0 FMC TECHNOLOGIES INC COM 30249U101 5,895,043 102,238 SH SOLE 102,238 0 0 FOUNDATION COAL HLDGS INC COM 35039W100 441,392 11,260 SH Defined 2 11,260 0 0 FOUNDATION COAL HLDGS INC COM 35039W100 7,645,176 195,030 SH SOLE 195,030 0 0 FOUNDATION COAL HLDGS INC COM 35039W100 46,648 1,190 SH Defined 1 1,190 0 0 FPL GROUP INC COM 302571104 12,256,362 201,320 SH Defined 2 201,320 0 0 FPL GROUP INC COM 302571104 514,829,041 8,456,456 SH SOLE 8,036,314 0 420,142 FPL GROUP INC COM 302571104 32,828,566 539,234 SH Defined 1 285,884 0 253,350 FPL GROUP INC COM 302571104 217,950 3,580 SH Defined 4 3,580 0 0 FRANKLIN RES INC COM 354613101 11,144,775 87,410 SH Defined 2 87,410 0 0 FRANKLIN RES INC COM 354613101 283,158,375 2,220,850 SH SOLE 2,139,180 0 81,670 FRANKLIN RES INC COM 354613101 22,161,030 173,812 SH Defined 1 92,822 0 80,990 FRANKLIN RES INC COM 354613101 283,815 2,226 SH Defined 4 2,226 0 0 FREEPORT-MCMORAN COPPER & GO COM 35671D857 36,055,413 343,745 SH SOLE 343,745 0 0 FREEPORT-MCMORAN COPPER & GO COM 35671D857 326,418 3,112 SH Defined 1 1,930 0 1,182 FREMONT GEN CORP COM 357288109 1,950,000 500,000 SH SOLE 500,000 0 0 FRONTLINE LTD SHS G3682E127 668,678 13,850 SH SOLE 13,850 0 0 FRONTLINE LTD SHS G3682E127 45,238 937 SH Defined 1 937 0 0 GAMESTOP CORP NEW CL A 36467W109 428,260 7,600 SH Defined 3 7,600 0 0 GAMESTOP CORP NEW CL A 36467W109 7,422,986 131,730 SH Defined 2 131,730 0 0 GAMESTOP CORP NEW CL A 36467W109 82,016,862 1,455,490 SH SOLE 1,455,490 0 0 GAMESTOP CORP NEW CL A 36467W109 282,595 5,015 SH Defined 1 5,015 0 0 GATX CORP COM 361448103 1,202,686 28,133 SH SOLE 28,133 0 0 GENENTECH INC COM NEW 368710406 954,965 12,240 SH Defined 2 12,240 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 16
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- GENENTECH INC COM NEW 368710406 74,504,809 954,945 SH SOLE 954,945 0 0 GENENTECH INC COM NEW 368710406 125,768 1,612 SH Defined 1 1,612 0 0 GENERAL DYNAMICS CORP COM 369550108 18,195,514 215,408 SH SOLE 215,408 0 0 GENERAL ELECTRIC CO COM 369604103 4,580,910 110,650 SH Defined 2 110,650 0 0 GENERAL ELECTRIC CO COM 369604103 400,623,163 9,676,888 SH SOLE 9,297,445 0 379,443 GENERAL ELECTRIC CO COM 369604103 1,176,878 28,427 SH Defined 1 17,707 0 10,720 GENERAL GROWTH PPTYS INC COM 370021107 1,677,287 31,281 SH SOLE 31,281 0 0 GENERAL MLS INC COM 370334104 4,444,378 76,614 SH Defined 3 42,350 0 34,264 GENERAL MLS INC COM 370334104 21,544,972 371,401 SH Defined 2 325,511 0 45,890 GENERAL MLS INC COM 370334104 192,036,246 3,310,399 SH SOLE 3,075,719 0 234,680 GENERAL MLS INC COM 370334104 29,497,795 508,495 SH Defined 1 263,686 0 244,809 GENERAL MLS INC COM 370334104 24,486,601 422,110 SH Defined 5 179,860 0 242,250 GENERAL MLS INC COM 370334104 63,677,751 1,097,703 SH Defined 4 1,018,842 0 78,861 GENERAL MTRS CORP COM 370442105 778,077 21,201 SH SOLE 21,201 0 0 GENERAL MTRS CORP COM 370442105 313,418 8,540 SH Defined 1 8,540 0 0 GENUINE PARTS CO COM 372460105 4,272,500 85,450 SH SOLE 85,450 0 0 GENWORTH FINL INC COM CL A 37247D106 4,582,980 149,137 SH Defined 3 82,340 0 66,797 GENWORTH FINL INC COM CL A 37247D106 36,300,151 1,181,261 SH Defined 2 1,093,231 0 88,030 GENWORTH FINL INC COM CL A 37247D106 733,164,775 23,858,275 SH SOLE 21,271,900 0 2,586,375 GENWORTH FINL INC COM CL A 37247D106 61,051,383 1,986,703 SH Defined 1 1,062,507 0 924,196 GENWORTH FINL INC COM CL A 37247D106 25,524,031 830,590 SH Defined 5 354,270 0 476,320 GENWORTH FINL INC COM CL A 37247D106 66,188,917 2,153,886 SH Defined 4 2,000,293 0 153,593 GENZYME CORP COM 372917104 10,632,956 171,610 SH Defined 2 171,610 0 0 GENZYME CORP COM 372917104 402,473,944 6,495,706 SH SOLE 6,406,966 0 88,740 GENZYME CORP COM 372917104 1,440,694 23,252 SH Defined 1 23,252 0 0 GENZYME CORP COM 372917104 517,862 8,358 SH Defined 4 8,358 0 0 GFI GROUP INC COM 361652209 12,515,820 145,330 SH SOLE 145,330 0 0 GILEAD SCIENCES INC COM 375558103 124,551,815 3,047,512 SH SOLE 3,005,042 0 42,470 GILEAD SCIENCES INC COM 375558103 138,549 3,390 SH Defined 1 3,390 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 76,282,070 1,433,874 SH SOLE 1,382,497 0 51,377 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 14,265,048 268,140 SH Defined 1 159,260 0 108,880 GLOBAL CROSSING LTD SHS NEW G3921A175 32,967,117 1,563,905 SH SOLE 1,563,905 0 0 GLOBAL PMTS INC COM 37940X102 757,931 17,140 SH Defined 2 17,140 0 0 GLOBAL PMTS INC COM 37940X102 23,630,726 534,390 SH SOLE 534,390 0 0 GLOBAL PMTS INC COM 37940X102 359,509 8,130 SH Defined 1 8,130 0 0 GLOBAL PMTS INC COM 37940X102 49,128 1,111 SH Defined 4 1,111 0 0 GLOBALSANTAFE CORP SHS G3930E101 3,130,504 41,180 SH Defined 2 41,180 0 0 GLOBALSANTAFE CORP SHS G3930E101 127,835,460 1,681,603 SH SOLE 1,489,884 0 191,719 GLOBALSANTAFE CORP SHS G3930E101 231,101 3,040 SH Defined 1 3,040 0 0 GMH CMNTYS TR COM 36188G102 1,335,457 172,317 SH SOLE 172,317 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 4,390,502 20,257 SH Defined 3 11,160 0 9,097
MFS 13F REPORT DATE: 09/30/07 PAGE 17
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- GOLDMAN SACHS GROUP INC COM 38141G104 44,908,095 207,198 SH Defined 2 194,928 0 12,270 GOLDMAN SACHS GROUP INC COM 38141G104 882,505,369 4,071,724 SH SOLE 3,917,374 0 154,350 GOLDMAN SACHS GROUP INC COM 38141G104 106,491,948 491,335 SH Defined 1 263,549 0 227,786 GOLDMAN SACHS GROUP INC COM 38141G104 24,443,937 112,780 SH Defined 5 47,910 0 64,870 GOLDMAN SACHS GROUP INC COM 38141G104 63,634,647 293,599 SH Defined 4 272,917 0 20,682 GOODMAN GLOBAL INC COM 38239A100 181,488 7,600 SH Defined 2 7,600 0 0 GOODMAN GLOBAL INC COM 38239A100 3,161,712 132,400 SH SOLE 132,400 0 0 GOODRICH PETE CORP COM NEW 382410405 20,399,584 643,520 SH SOLE 643,520 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 4,365,051 143,540 SH Defined 2 143,540 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 24,610,509 809,290 SH SOLE 809,290 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 77,241 2,540 SH Defined 1 0 0 2,540 GOOGLE INC CL A 38259P508 1,196,940 2,110 SH Defined 3 2,110 0 0 GOOGLE INC CL A 38259P508 10,335,659 18,220 SH Defined 2 18,220 0 0 GOOGLE INC CL A 38259P508 462,722,706 815,701 SH SOLE 815,701 0 0 GOOGLE INC CL A 38259P508 1,933,823 3,409 SH Defined 1 3,079 0 330 GOOGLE INC CL A 38259P508 533,234 940 SH Defined 4 940 0 0 GRAINGER W W INC COM 384802104 12,724,653 139,540 SH Defined 2 139,540 0 0 GRAINGER W W INC COM 384802104 259,787,543 2,848,860 SH SOLE 2,757,840 0 91,020 GRAINGER W W INC COM 384802104 24,079,267 264,056 SH Defined 1 131,246 0 132,810 GRUPO TELEVISA SA DE CV SP ADR REP ORD 40049J206 2,796,227 115,690 SH Defined 2 115,690 0 0 GRUPO TELEVISA SA DE CV SP ADR REP ORD 40049J206 129,417,878 5,354,484 SH SOLE 5,182,814 0 171,670 GRUPO TELEVISA SA DE CV SP ADR REP ORD 40049J206 1,308,080 54,120 SH Defined 1 54,120 0 0 GRUPO TELEVISA SA DE CV SP ADR REP ORD 40049J206 1,539,629 63,700 SH Defined 6 63,700 0 0 GUIDANCE SOFTWARE INC COM 401692108 9,052,462 714,480 SH SOLE 714,480 0 0 GUITAR CTR MGMT INC COM 402040109 840,459 14,173 SH SOLE 14,173 0 0 HAEMONETICS CORP COM 405024100 13,177,843 266,650 SH SOLE 266,650 0 0 HAIN CELESTIAL GROUP INC COM 405217100 14,114,388 439,290 SH SOLE 439,290 0 0 HALLIBURTON CO COM 406216101 6,223,104 162,060 SH Defined 2 162,060 0 0 HALLIBURTON CO COM 406216101 278,813,952 7,260,780 SH SOLE 7,064,220 0 196,560 HALLIBURTON CO COM 406216101 1,939,968 50,520 SH Defined 1 50,520 0 0 HALLIBURTON CO COM 406216101 414,106 10,784 SH Defined 4 10,784 0 0 HARLEY DAVIDSON INC COM 412822108 6,238,766 135,009 SH Defined 3 74,850 0 60,159 HARLEY DAVIDSON INC COM 412822108 25,802,278 558,370 SH SOLE 263,620 0 294,750 HARLEY DAVIDSON INC COM 412822108 27,202,718 588,676 SH Defined 2 507,526 0 81,150 HARLEY DAVIDSON INC COM 412822108 40,501,401 876,464 SH Defined 1 448,380 0 428,084 HARLEY DAVIDSON INC COM 412822108 34,366,839 743,710 SH Defined 5 315,940 0 427,770 HARLEY DAVIDSON INC COM 412822108 89,875,123 1,944,928 SH Defined 4 1,806,261 0 138,667 HARMAN INTL INDS INC COM 413086109 515,659 5,960 SH SOLE 5,960 0 0 HARRIS CORP DEL COM 413875105 1,218,849 21,091 SH SOLE 21,091 0 0 HARSCO CORP COM 415864107 31,304,221 528,163 SH SOLE 528,163 0 0 HARTFORD FINL SVCS GROUP INC COM 416515104 11,863,985 128,190 SH Defined 2 128,190 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 18
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- HARTFORD FINL SVCS GROUP INC COM 416515104 384,117,170 4,150,375 SH SOLE 4,036,375 0 114,000 HARTFORD FINL SVCS GROUP INC COM 416515104 34,588,526 373,728 SH Defined 1 203,632 0 170,096 HARTFORD FINL SVCS GROUP INC COM 416515104 153,633 1,660 SH Defined 4 1,660 0 0 HASBRO INC COM 418056107 12,319,614 441,880 SH SOLE 441,880 0 0 HCP INC COM 40414L109 1,353,966 40,819 SH SOLE 40,819 0 0 HEALTHCARE SVCS GRP INC COM 421906108 24,122,516 1,190,060 SH SOLE 1,190,060 0 0 HERCULES OFFSHORE INC COM 427093109 1,794,018 68,710 SH SOLE 68,710 0 0 HESS CORP COM 42809H107 24,594,145 369,670 SH Defined 2 369,670 0 0 HESS CORP COM 42809H107 779,986,077 11,723,825 SH SOLE 11,408,365 0 315,460 HESS CORP COM 42809H107 48,644,607 731,168 SH Defined 1 377,958 0 353,210 HESS CORP COM 42809H107 147,031 2,210 SH Defined 4 2,210 0 0 HEWLETT PACKARD CO COM 428236103 8,758,061 175,900 SH Defined 2 175,900 0 0 HEWLETT PACKARD CO COM 428236103 268,993,997 5,402,571 SH SOLE 5,177,791 0 224,780 HEWLETT PACKARD CO COM 428236103 27,717,545 556,689 SH Defined 1 278,739 0 277,950 HFF INC CL A 40418F108 11,659,308 982,250 SH SOLE 982,250 0 0 HIGHWOODS PPTYS INC COM 431284108 1,825,103 49,771 SH SOLE 49,771 0 0 HILTON HOTELS CORP COM 432848109 398,233 8,566 SH SOLE 8,566 0 0 HITTITE MICROWAVE CORP COM 43365Y104 58,565,417 1,326,510 SH SOLE 1,326,510 0 0 HLTH CORPORATION COM 40422Y101 4,278,632 301,950 SH Defined 2 301,950 0 0 HLTH CORPORATION COM 40422Y101 21,721,816 1,532,944 SH SOLE 1,532,944 0 0 HLTH CORPORATION COM 40422Y101 18,464 1,303 SH Defined 1 1,303 0 0 HONEYWELL INTL INC COM 438516106 7,555,307 127,044 SH SOLE 127,044 0 0 HOST HOTELS & RESORTS INC COM 44107P104 372,504 16,600 SH Defined 2 16,600 0 0 HOST HOTELS & RESORTS INC COM 44107P104 26,559,603 1,183,583 SH SOLE 1,183,583 0 0 HOVNANIAN ENTERPRISES INC CL A 442487203 157,112 14,167 SH SOLE 14,167 0 0 HSBC HLDGS PLC SPON ADR NEW 404280406 48,249,508 521,053 SH SOLE 521,053 0 0 HUMANA INC COM 444859102 7,521,883 107,640 SH Defined 2 107,640 0 0 HUMANA INC COM 444859102 51,624,758 738,763 SH SOLE 738,763 0 0 HUMANA INC COM 444859102 626,334 8,963 SH Defined 1 8,963 0 0 HUNTINGTON BANCSHARES INC COM 446150104 1,232,748 72,600 SH SOLE 72,600 0 0 IDEXX LABS INC COM 45168D104 82,079,732 748,971 SH SOLE 748,971 0 0 IGATE CORP COM 45169U105 12,778,538 1,491,078 SH SOLE 1,491,078 0 0 ING GROUP N V SPONSORED ADR 456837103 18,321,210 413,478 SH SOLE 413,478 0 0 INSULET CORP COM 45784P101 12,502,988 574,850 SH SOLE 574,850 0 0 INTEGRYS ENERGY GROUP INC COM 45822P105 50,587,012 987,449 SH SOLE 894,649 0 92,800 INTEL CORP COM 458140100 9,153,483 353,963 SH Defined 3 236,432 0 117,531 INTEL CORP COM 458140100 59,364,966 2,295,629 SH Defined 2 2,136,709 0 158,920 INTEL CORP COM 458140100 1,096,868,471 42,415,641 SH SOLE 41,151,901 0 1,263,740 INTEL CORP COM 458140100 97,767,506 3,780,646 SH Defined 1 2,036,913 0 1,743,733 INTEL CORP COM 458140100 37,575,614 1,453,040 SH Defined 5 615,530 0 837,510 INTEL CORP COM 458140100 97,595,924 3,774,011 SH Defined 4 3,503,973 0 270,038
MFS 13F REPORT DATE: 09/30/07 PAGE 19
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- INTERDIGITAL INC COM 45867G101 680,129 32,730 SH Defined 2 32,730 0 0 INTERDIGITAL INC COM 45867G101 7,121,514 342,710 SH SOLE 342,710 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1,551,426 13,170 SH Defined 3 13,170 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 6,870,096 58,320 SH Defined 2 58,320 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 336,404,287 2,855,724 SH SOLE 2,780,054 0 75,670 INTERNATIONAL BUSINESS MACHS COM 459200101 13,371,125 113,507 SH Defined 1 69,157 0 44,350 INTERNATIONAL BUSINESS MACHS COM 459200101 391,096 3,320 SH Defined 4 3,320 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 37,823,444 715,540 SH SOLE 687,250 0 28,290 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 120,521 2,280 SH Defined 1 2,280 0 0 INTERNATIONAL GAME TECHNOLOG COM 459902102 10,547,432 244,720 SH Defined 2 244,720 0 0 INTERNATIONAL GAME TECHNOLOG COM 459902102 205,086,437 4,758,386 SH SOLE 4,730,116 0 28,270 INTERNATIONAL GAME TECHNOLOG COM 459902102 866,741 20,110 SH Defined 1 20,110 0 0 INTERNATIONAL GAME TECHNOLOG COM 459902102 211,233 4,901 SH Defined 4 4,901 0 0 INTERNATIONAL RECTIFIER CORP COM 460254105 1,009,824 30,610 SH SOLE 30,610 0 0 INTERSIL CORP CL A 46069S109 5,712,184 170,870 SH Defined 2 170,870 0 0 INTERSIL CORP CL A 46069S109 83,587,035 2,500,360 SH SOLE 2,500,360 0 0 INTERSIL CORP CL A 46069S109 144,083 4,310 SH Defined 1 0 0 4,310 INTUIT COM 461202103 3,695,297 121,957 SH SOLE 121,957 0 0 INVITROGEN CORP COM 46185R100 984,847 12,050 SH Defined 2 12,050 0 0 INVITROGEN CORP COM 46185R100 20,580,431 251,810 SH SOLE 251,810 0 0 INVITROGEN CORP COM 46185R100 270,608 3,311 SH Defined 1 3,311 0 0 IPC HLDGS LTD ORD G4933P101 4,054,291 140,530 SH SOLE 140,530 0 0 ISHARES TR MSCI EAFE IDX 464287465 338,123 4,094 SH SOLE 4,094 0 0 ISHARES TR RUSSELL 1000 VAL 464287598 4,329,731 50,375 SH SOLE 50,375 0 0 ISHARES TR RUSSELL 2000 464287655 1,493,306 18,657 SH SOLE 18,657 0 0 ITT CORP NEW COM 450911102 2,451,254 36,085 SH SOLE 36,085 0 0 ITT EDUCATIONAL SERVICES INC COM 45068B109 5,225,369 42,940 SH Defined 2 42,940 0 0 ITT EDUCATIONAL SERVICES INC COM 45068B109 26,532,436 218,033 SH SOLE 218,033 0 0 ITT EDUCATIONAL SERVICES INC COM 45068B109 17,037 140 SH Defined 1 140 0 0 JACK IN THE BOX INC COM 466367109 1,316,252 20,300 SH Defined 2 20,300 0 0 JACK IN THE BOX INC COM 466367109 6,827,004 105,290 SH SOLE 105,290 0 0 JARDEN CORP COM 471109108 1,531,530 49,500 SH SOLE 49,500 0 0 JEFFERIES GROUP INC NEW COM 472319102 1,232,591 44,290 SH SOLE 44,290 0 0 JOHNSON & JOHNSON COM 478160104 17,451,168 265,619 SH Defined 3 146,840 0 118,779 JOHNSON & JOHNSON COM 478160104 104,501,829 1,590,591 SH Defined 2 1,432,091 0 158,500 JOHNSON & JOHNSON COM 478160104 1,092,652,430 16,630,935 SH SOLE 15,627,545 0 1,003,390 JOHNSON & JOHNSON COM 478160104 198,704,788 3,024,426 SH Defined 1 1,581,168 0 1,443,258 JOHNSON & JOHNSON COM 478160104 95,514,003 1,453,790 SH Defined 5 616,220 0 837,570 JOHNSON & JOHNSON COM 478160104 251,541,320 3,828,635 SH Defined 4 3,555,389 0 273,246 JOHNSON CTLS INC COM 478366107 6,620,066 56,050 SH Defined 2 56,050 0 0 JOHNSON CTLS INC COM 478366107 175,359,571 1,484,714 SH SOLE 1,395,834 0 88,880
MFS 13F REPORT DATE: 09/30/07 PAGE 20
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- JOHNSON CTLS INC COM 478366107 19,153,781 162,169 SH Defined 1 80,369 0 81,800 JONES LANG LASALLE INC COM 48020Q107 10,857,622 105,660 SH SOLE 105,660 0 0 JP MORGAN CHASE & CO COM 46625H100 4,647,064 101,420 SH Defined 2 101,420 0 0 JP MORGAN CHASE & CO COM 46625H100 508,086,250 11,088,744 SH SOLE 9,925,320 0 1,163,424 JP MORGAN CHASE & CO COM 46625H100 2,487,476 54,288 SH Defined 1 47,558 0 6,730 JP MORGAN CHASE & CO COM 46625H100 487,067 10,630 SH Defined 4 10,630 0 0 JUNIPER NETWORKS INC COM 48203R104 729,271 19,920 SH Defined 2 19,920 0 0 JUNIPER NETWORKS INC COM 48203R104 67,032,214 1,830,981 SH SOLE 1,830,981 0 0 JUNIPER NETWORKS INC COM 48203R104 19,403 530 SH Defined 1 530 0 0 KELLOGG CO COM 487836108 9,815,120 175,270 SH Defined 2 175,270 0 0 KELLOGG CO COM 487836108 208,909,232 3,730,522 SH SOLE 3,583,342 0 147,180 KELLOGG CO COM 487836108 36,179,752 646,067 SH Defined 1 373,444 0 272,623 KENNAMETAL INC COM 489170100 18,016,229 214,530 SH SOLE 214,530 0 0 KIMBERLY CLARK CORP COM 494368103 1,002,610 14,270 SH SOLE 14,270 0 0 KIMBERLY CLARK CORP COM 494368103 303,242 4,316 SH Defined 1 2,616 0 1,700 KIMCO REALTY CORP COM 49446R109 1,989,556 44,007 SH SOLE 44,007 0 0 KINETIC CONCEPTS INC COM NEW 49460W208 472,752 8,400 SH Defined 2 8,400 0 0 KINETIC CONCEPTS INC COM NEW 49460W208 2,423,417 43,060 SH SOLE 43,060 0 0 KINETIC CONCEPTS INC COM NEW 49460W208 114,699 2,038 SH Defined 1 2,038 0 0 KING PHARMACEUTICALS INC COM 495582108 184,590 15,750 SH SOLE 15,750 0 0 KING PHARMACEUTICALS INC COM 495582108 127,209 10,854 SH Defined 1 8,544 0 2,310 KLA-TENCOR CORP COM 482480100 1,789,422 32,080 SH Defined 2 32,080 0 0 KLA-TENCOR CORP COM 482480100 75,083,896 1,346,072 SH SOLE 1,346,072 0 0 KLA-TENCOR CORP COM 482480100 47,413 850 SH Defined 1 850 0 0 KODIAK OIL & GAS CORP COM 50015Q100 10,157,466 3,078,020 SH SOLE 3,078,020 0 0 KODIAK OIL & GAS CORP COM 50015Q100 27,720 8,400 SH Defined 1 8,400 0 0 KOHLS CORP COM 500255104 23,242,729 405,420 SH SOLE 405,420 0 0 KOHLS CORP COM 500255104 26,945 470 SH Defined 1 470 0 0 KONINKLIJKE PHILIPS ELECTRS NY REG SH NEW 500472303 38,296,786 852,176 SH SOLE 852,176 0 0 KOOKMIN BK NEW SPONSORED ADR 50049M109 578,849 7,060 SH Defined 2 7,060 0 0 KOOKMIN BK NEW SPONSORED ADR 50049M109 12,826,598 156,441 SH SOLE 156,441 0 0 KOOKMIN BK NEW SPONSORED ADR 50049M109 81,990 1,000 SH Defined 4 1,000 0 0 KRAFT FOODS INC CL A 50075N104 1,701,654 49,309 SH SOLE 49,309 0 0 KROGER CO COM 501044101 6,765,229 237,210 SH Defined 2 237,210 0 0 KROGER CO COM 501044101 92,952,726 3,259,212 SH SOLE 3,186,512 0 72,700 KROGER CO COM 501044101 758,062 26,580 SH Defined 1 19,330 0 7,250 L-3 COMMUNICATIONS HLDGS INC COM 502424104 2,867,989 28,079 SH SOLE 28,079 0 0 LANDSTAR SYS INC COM 515098101 619,897 14,770 SH Defined 2 14,770 0 0 LANDSTAR SYS INC COM 515098101 25,981,948 619,060 SH SOLE 619,060 0 0 LAUDER ESTEE COS INC CL A 518439104 5,146,152 121,200 SH Defined 2 121,200 0 0 LAUDER ESTEE COS INC CL A 518439104 35,975,084 847,270 SH SOLE 847,270 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 21
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- LEE ENTERPRISES INC COM 523768109 2,829,069 181,700 SH SOLE 181,700 0 0 LEGG MASON INC COM 524901105 1,440,516 17,090 SH Defined 2 17,090 0 0 LEGG MASON INC COM 524901105 23,914,759 283,720 SH SOLE 283,720 0 0 LEHMAN BROS HLDGS INC COM 524908100 5,698,296 92,310 SH Defined 2 92,310 0 0 LEHMAN BROS HLDGS INC COM 524908100 201,882,224 3,270,407 SH SOLE 3,208,007 0 62,400 LEHMAN BROS HLDGS INC COM 524908100 20,315,590 329,104 SH Defined 1 186,254 0 142,850 LENNOX INTL INC COM 526107107 185,900 5,500 SH Defined 2 5,500 0 0 LENNOX INTL INC COM 526107107 3,194,100 94,500 SH SOLE 94,500 0 0 LEVEL 3 COMMUNICATIONS INC COM 52729N100 25,485,780 5,480,813 SH SOLE 5,480,813 0 0 LEVEL 3 COMMUNICATIONS INC NOTE 3.500% 6/1 52729NBK5 22,421,823 20,713,000 PR SOLE 19,070,000 0 1,643,000 LEXINGTON REALTY TRUST COM 529043101 2,076,038 103,750 SH SOLE 103,750 0 0 LILLY ELI & CO COM 532457108 40,537,690 712,062 SH SOLE 631,537 0 80,525 LIMELIGHT NETWORKS INC COM 53261M104 5,294,753 603,047 SH SOLE 603,047 0 0 LOCKHEED MARTIN CORP COM 539830109 49,563,657 456,850 SH Defined 2 456,850 0 0 LOCKHEED MARTIN CORP COM 539830109 1,551,059,818 14,296,800 SH SOLE 13,911,680 0 385,120 LOCKHEED MARTIN CORP COM 539830109 150,388,404 1,386,196 SH Defined 1 737,148 0 649,048 LOCKHEED MARTIN CORP COM 539830109 385,140 3,550 SH Defined 4 3,550 0 0 LOEWS CORP CAROLNA GP STK 540424207 31,325,519 380,950 SH SOLE 380,950 0 0 LOUISIANA PAC CORP COM 546347105 135,760 8,000 SH Defined 2 8,000 0 0 LOUISIANA PAC CORP COM 546347105 2,309,617 136,100 SH SOLE 136,100 0 0 LOWES COS INC COM 548661107 5,395,811 192,570 SH Defined 2 192,570 0 0 LOWES COS INC COM 548661107 247,426,267 8,830,345 SH SOLE 8,748,615 0 81,730 LOWES COS INC COM 548661107 6,266,673 223,650 SH Defined 1 128,230 0 95,420 LOWES COS INC COM 548661107 296,424 10,579 SH Defined 4 10,579 0 0 LUFKIN INDS INC COM 549764108 1,757,339 31,940 SH SOLE 31,940 0 0 M D C HLDGS INC COM 552676108 30,794,249 752,180 SH SOLE 752,180 0 0 MACERICH CO COM 554382101 9,488,154 108,337 SH SOLE 108,337 0 0 MACK CALI RLTY CORP COM 554489104 29,180,589 709,990 SH SOLE 709,990 0 0 MACK CALI RLTY CORP COM 554489104 53,430 1,300 SH Defined 1 1,300 0 0 MACYS INC COM 55616P104 16,961,536 524,800 SH Defined 2 524,800 0 0 MACYS INC COM 55616P104 737,617,140 22,822,313 SH SOLE 20,889,201 0 1,933,112 MACYS INC COM 55616P104 48,555,984 1,502,351 SH Defined 1 809,041 0 693,310 MACYS INC COM 55616P104 227,856 7,050 SH Defined 4 7,050 0 0 MAGUIRE PPTYS INC COM 559775101 15,354,127 594,430 SH SOLE 594,430 0 0 MARATHON OIL CORP COM 565849106 3,826,042 67,100 SH Defined 2 67,100 0 0 MARATHON OIL CORP COM 565849106 237,936,135 4,172,854 SH SOLE 4,084,464 0 88,390 MARATHON OIL CORP COM 565849106 14,257,224 250,039 SH Defined 1 147,369 0 102,670 MARATHON OIL CORP COM 565849106 180,753 3,170 SH Defined 4 3,170 0 0 MARRIOTT INTL INC NEW CL A 571903202 4,942,104 113,690 SH SOLE 113,690 0 0 MARSHALL & ILSLEY CORP COM 571834100 15,948,081 364,361 SH SOLE 364,361 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 608,244 37,156 SH Defined 3 37,156 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 22
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 2,543,341 155,366 SH Defined 2 155,366 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 79,587,404 4,861,784 SH SOLE 4,799,794 0 61,990 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 669,533 40,900 SH Defined 1 40,900 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 176,632 10,790 SH Defined 4 10,790 0 0 MASCO CORP COM 574599106 13,526,646 583,800 SH Defined 2 583,800 0 0 MASCO CORP COM 574599106 463,144,864 19,988,989 SH SOLE 18,333,274 0 1,655,715 MASCO CORP COM 574599106 42,995,434 1,855,651 SH Defined 1 965,691 0 889,960 MATHSTAR INC COM 576801203 1,401,187 1,251,060 SH SOLE 1,251,060 0 0 MATRIA HEALTHCARE INC COM NEW 576817209 1,837,557 70,243 SH SOLE 70,243 0 0 MAX CAPITAL GROUP LTD SHS G6052F103 7,253,387 258,680 SH SOLE 258,680 0 0 MCAFEE INC COM 579064106 6,901,819 197,930 SH Defined 2 197,930 0 0 MCAFEE INC COM 579064106 62,287,270 1,786,271 SH SOLE 1,786,271 0 0 MCAFEE INC COM 579064106 120,720 3,462 SH Defined 1 3,462 0 0 MCCORMICK & SCHMICKS SEAFD R COM 579793100 9,592,002 509,400 SH SOLE 509,400 0 0 MCDERMOTT INTL INC COM 580037109 6,380,358 117,980 SH SOLE 117,980 0 0 MCDONALDS CORP COM 580135101 20,374,994 374,059 SH SOLE 374,059 0 0 MCDONALDS CORP COM 580135101 269,627 4,950 SH Defined 1 4,950 0 0 MCGRAW HILL COS INC COM 580645109 7,468,497 146,700 SH SOLE 146,700 0 0 MDU RES GROUP INC COM 552690109 108,457,958 3,895,760 SH SOLE 3,587,900 0 307,860 MEADWESTVACO CORP COM 583334107 26,419,487 894,666 SH SOLE 792,906 0 101,760 MEDICAL PPTYS TRUST INC COM 58463J304 1,469,822 110,347 SH SOLE 110,347 0 0 MEDICIS PHARMACEUTICAL CORP CL A NEW 584690309 338,356 11,090 SH Defined 2 11,090 0 0 MEDICIS PHARMACEUTICAL CORP CL A NEW 584690309 31,596,949 1,035,626 SH SOLE 1,035,626 0 0 MEDICIS PHARMACEUTICAL CORP CL A NEW 584690309 12,814 420 SH Defined 1 420 0 0 MEDTRONIC INC COM 585055106 8,154,517 144,558 SH Defined 3 79,940 0 64,618 MEDTRONIC INC COM 585055106 41,216,361 730,657 SH Defined 2 643,257 0 87,400 MEDTRONIC INC COM 585055106 442,659,085 7,847,174 SH SOLE 7,460,354 0 386,820 MEDTRONIC INC COM 585055106 54,909,889 973,407 SH Defined 1 505,485 0 467,922 MEDTRONIC INC COM 585055106 44,803,078 794,240 SH Defined 5 336,900 0 457,340 MEDTRONIC INC COM 585055106 118,607,102 2,102,590 SH Defined 4 1,952,861 0 149,729 MELLANOX TECHNOLOGIES LTD SHS M51363113 17,271,356 884,350 SH SOLE 884,350 0 0 MEMC ELECTR MATLS INC COM 552715104 535,037 9,090 SH Defined 2 9,090 0 0 MEMC ELECTR MATLS INC COM 552715104 4,472,536 75,986 SH SOLE 75,986 0 0 MERCK & CO INC COM 589331107 16,820,960 325,420 SH Defined 2 325,420 0 0 MERCK & CO INC COM 589331107 597,933,546 11,567,683 SH SOLE 11,317,323 0 250,360 MERCK & CO INC COM 589331107 46,294,081 895,610 SH Defined 1 492,770 0 402,840 MERCK & CO INC COM 589331107 274,371 5,308 SH Defined 4 5,308 0 0 MERCURY GENL CORP NEW COM 589400100 1,431,842 26,550 SH SOLE 26,550 0 0 MERRILL LYNCH & CO INC COM 590188108 2,817,698 39,530 SH Defined 2 39,530 0 0 MERRILL LYNCH & CO INC COM 590188108 126,026,461 1,768,048 SH SOLE 1,730,608 0 37,440 MERRILL LYNCH & CO INC COM 590188108 15,893,587 222,974 SH Defined 1 114,121 0 108,853
MFS 13F REPORT DATE: 09/30/07 PAGE 23
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- METABOLIX INC COM 591018809 5,929,144 244,400 SH SOLE 244,400 0 0 METLIFE INC COM 59156R108 29,251,107 419,491 SH Defined 2 419,491 0 0 METLIFE INC COM 59156R108 893,993,199 12,820,783 SH SOLE 12,508,413 0 312,370 METLIFE INC COM 59156R108 84,866,849 1,217,078 SH Defined 1 661,325 0 555,753 METLIFE INC COM 59156R108 509,726 7,310 SH Defined 4 7,310 0 0 MGIC INVT CORP WIS COM 552848103 16,352,285 506,106 SH SOLE 506,106 0 0 MGIC INVT CORP WIS COM 552848103 99,644 3,084 SH Defined 1 3,084 0 0 MGM MIRAGE COM 552953101 11,080,722 123,890 SH SOLE 123,890 0 0 MICROSOFT CORP COM 594918104 3,748,785 127,250 SH Defined 2 127,250 0 0 MICROSOFT CORP COM 594918104 215,513,334 7,315,456 SH SOLE 7,315,456 0 0 MICROSOFT CORP COM 594918104 399,595 13,564 SH Defined 1 13,564 0 0 MICROSTRATEGY INC CL A NEW 594972408 698,192 8,800 SH Defined 2 8,800 0 0 MICROSTRATEGY INC CL A NEW 594972408 714,060 9,000 SH Defined 3 9,000 0 0 MICROSTRATEGY INC CL A NEW 594972408 4,736,598 59,700 SH SOLE 59,700 0 0 MILLICOM INTL CELLULAR S A SHS NEW L6388F110 13,927,400 166,000 SH SOLE 152,300 0 13,700 MILLIPORE CORP COM 601073109 6,976,632 92,040 SH Defined 2 92,040 0 0 MILLIPORE CORP COM 601073109 229,833,635 3,032,106 SH SOLE 3,032,106 0 0 MILLIPORE CORP COM 601073109 845,776 11,158 SH Defined 1 11,158 0 0 MILLIPORE CORP COM 601073109 321,165 4,237 SH Defined 4 4,237 0 0 MINDRAY MEDICAL INTL LTD SPON ADR 602675100 10,155,528 236,450 SH SOLE 236,450 0 0 MIRANT CORP NEW COM 60467R100 4,358,455 107,140 SH Defined 2 107,140 0 0 MIRANT CORP NEW COM 60467R100 102,754,019 2,525,910 SH SOLE 2,414,460 0 111,450 MIRANT CORP NEW COM 60467R100 186,030 4,573 SH Defined 1 4,573 0 0 MOBILE TELESYSTEMS OJSC SPONSORED ADR 607409109 82,252,395 1,186,732 SH SOLE 1,111,852 0 74,880 MOLSON COORS BREWING CO CL B 60871R209 5,375,203 53,930 SH SOLE 53,930 0 0 MONRO MUFFLER BRAKE INC COM 610236101 11,623,422 343,990 SH SOLE 343,990 0 0 MONSANTO CO NEW COM 61166W101 109,460,228 1,276,653 SH SOLE 1,263,633 0 13,020 MONSANTO CO NEW COM 61166W101 90,884 1,060 SH Defined 1 1,060 0 0 MOODYS CORP COM 615369105 905,184 17,960 SH Defined 2 17,960 0 0 MOODYS CORP COM 615369105 47,877,077 949,942 SH SOLE 949,942 0 0 MOODYS CORP COM 615369105 46,368 920 SH Defined 1 920 0 0 MORGAN STANLEY COM NEW 617446448 2,111,760 33,520 SH Defined 2 33,520 0 0 MORGAN STANLEY COM NEW 617446448 108,711,351 1,725,577 SH SOLE 1,648,637 0 76,940 MORGAN STANLEY COM NEW 617446448 1,380,582 21,914 SH Defined 1 18,334 0 3,580 MORGAN STANLEY COM NEW 617446448 65,583 1,041 SH Defined 4 1,041 0 0 MORGANS HOTEL GROUP CO COM 61748W108 1,100,550 50,600 SH SOLE 50,600 0 0 MOSAIC CO COM 61945A107 7,755,048 144,900 SH SOLE 144,900 0 0 MOTOROLA INC COM 620076109 551,823 29,780 SH Defined 3 29,780 0 0 MOTOROLA INC COM 620076109 2,891,792 156,060 SH Defined 2 156,060 0 0 MOTOROLA INC COM 620076109 150,344,526 8,113,574 SH SOLE 6,486,489 0 1,627,085 MOTOROLA INC COM 620076109 424,152 22,890 SH Defined 1 22,890 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 24
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- MOTOROLA INC COM 620076109 251,452 13,570 SH Defined 4 13,570 0 0 MSC SOFTWARE CORP COM 553531104 1,531,814 112,468 SH Defined 2 112,468 0 0 MSC SOFTWARE CORP COM 553531104 1,576,406 115,742 SH Defined 3 115,742 0 0 MSC SOFTWARE CORP COM 553531104 33,351,757 2,448,734 SH SOLE 2,448,734 0 0 MWI VETERINARY SUPPLY INC COM 55402X105 55,118,171 1,460,084 SH SOLE 1,460,084 0 0 NALCO HOLDING COMPANY COM 62985Q101 16,691,468 562,950 SH SOLE 562,950 0 0 NATIONAL OILWELL VARCO INC COM 637071101 933,470 6,460 SH Defined 2 6,460 0 0 NATIONAL OILWELL VARCO INC COM 637071101 126,859,007 877,917 SH SOLE 863,197 0 14,720 NATIONAL OILWELL VARCO INC COM 637071101 523,090 3,620 SH Defined 1 3,620 0 0 NATIONAL OILWELL VARCO INC COM 637071101 96,815 670 SH Defined 4 670 0 0 NATIONAL SEMICONDUCTOR CORP COM 637640103 1,038,154 38,280 SH Defined 3 38,280 0 0 NATIONAL SEMICONDUCTOR CORP COM 637640103 4,808,376 177,300 SH Defined 2 177,300 0 0 NATIONAL SEMICONDUCTOR CORP COM 637640103 113,455,164 4,183,450 SH SOLE 4,183,450 0 0 NATIONAL SEMICONDUCTOR CORP COM 637640103 608,519 22,438 SH Defined 1 22,438 0 0 NATIONAL SEMICONDUCTOR CORP COM 637640103 115,450 4,257 SH Defined 4 4,257 0 0 NATIONWIDE HEALTH PPTYS INC COM 638620104 1,119,962 37,171 SH SOLE 37,171 0 0 NATURAL GAS SERVICES GROUP COM 63886Q109 7,116,851 413,530 SH SOLE 413,530 0 0 NAVTEQ CORP COM 63936L100 7,649,637 98,110 SH Defined 2 98,110 0 0 NAVTEQ CORP COM 63936L100 94,295,670 1,209,384 SH SOLE 1,209,384 0 0 NAVTEQ CORP COM 63936L100 329,189 4,222 SH Defined 1 4,222 0 0 NDS GROUP PLC SPONSORED ADR 628891103 3,067,620 61,500 SH SOLE 61,500 0 0 NETWORK APPLIANCE INC COM 64120L104 896,587 33,318 SH Defined 3 33,318 0 0 NETWORK APPLIANCE INC COM 64120L104 7,286,986 270,791 SH Defined 2 270,791 0 0 NETWORK APPLIANCE INC COM 64120L104 163,819,280 6,087,673 SH SOLE 6,087,673 0 0 NETWORK APPLIANCE INC COM 64120L104 995,132 36,980 SH Defined 1 36,980 0 0 NETWORK APPLIANCE INC COM 64120L104 329,917 12,260 SH Defined 4 12,260 0 0 NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 40,980,526 615,693 SH SOLE 615,693 0 0 NEW YORK CMNTY BANCORP INC COM 649445103 190,712,903 10,011,176 SH SOLE 8,344,390 0 1,666,786 NEW YORK TIMES CO CL A 650111107 665,122 33,660 SH Defined 2 33,660 0 0 NEW YORK TIMES CO CL A 650111107 162,176,940 8,207,335 SH SOLE 6,498,089 0 1,709,246 NEW YORK TIMES CO CL A 650111107 3,553,382 179,827 SH Defined 1 89,477 0 90,350 NEWFIELD EXPL CO COM 651290108 13,220,546 274,513 SH SOLE 274,513 0 0 NEWS CORP CL A 65248E104 2,880,690 131,000 SH Defined 2 131,000 0 0 NEWS CORP CL A 65248E104 242,358,387 11,021,300 SH SOLE 10,856,210 0 165,090 NEWS CORP CL A 65248E104 433,775 19,726 SH Defined 1 19,726 0 0 NEWS CORP CL A 65248E104 111,929 5,090 SH Defined 4 5,090 0 0 NEWS CORP CL B 65248E203 936,536 40,040 SH SOLE 40,040 0 0 NICE SYS LTD SPONSORED ADR 653656108 657,306 18,340 SH Defined 2 18,340 0 0 NICE SYS LTD SPONSORED ADR 653656108 108,474,849 3,026,642 SH SOLE 3,026,642 0 0 NICE SYS LTD SPONSORED ADR 653656108 724,685 20,220 SH Defined 1 20,220 0 0 NICE SYS LTD SPONSORED ADR 653656108 42,470 1,185 SH Defined 4 1,185 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 25
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- NICE SYS LTD SPONSORED ADR 653656108 1,390,341 38,793 SH Defined 6 38,793 0 0 NIKE INC CL B 654106103 11,091,550 189,082 SH Defined 3 104,520 0 84,562 NIKE INC CL B 654106103 69,482,770 1,184,500 SH Defined 2 1,069,620 0 114,880 NIKE INC CL B 654106103 741,976,672 12,648,767 SH SOLE 11,959,057 0 689,710 NIKE INC CL B 654106103 123,589,757 2,106,883 SH Defined 1 1,087,718 0 1,019,165 NIKE INC CL B 654106103 61,161,262 1,042,640 SH Defined 5 440,880 0 601,760 NIKE INC CL B 654106103 160,672,321 2,739,044 SH Defined 4 2,544,027 0 195,017 NOBLE CORPORATION SHS G65422100 7,362,405 150,100 SH Defined 2 150,100 0 0 NOBLE CORPORATION SHS G65422100 395,073,666 8,054,509 SH SOLE 7,546,754 0 507,755 NOBLE CORPORATION SHS G65422100 730,551 14,894 SH Defined 1 14,894 0 0 NOBLE CORPORATION SHS G65422100 72,104 1,470 SH Defined 4 1,470 0 0 NOKIA CORP SPONSORED ADR 654902204 14,084,092 371,318 SH SOLE 371,318 0 0 NOMURA HLDGS INC SPONSORED ADR 65535H208 33,859,573 2,033,608 SH SOLE 2,033,608 0 0 NORDSTROM INC COM 655664100 3,716,970 79,270 SH Defined 2 79,270 0 0 NORDSTROM INC COM 655664100 220,361,993 4,699,552 SH SOLE 4,663,872 0 35,680 NORDSTROM INC COM 655664100 764,963 16,314 SH Defined 1 16,314 0 0 NORDSTROM INC COM 655664100 253,206 5,400 SH Defined 4 5,400 0 0 NORFOLK SOUTHERN CORP COM 655844108 716,877 13,810 SH Defined 2 13,810 0 0 NORFOLK SOUTHERN CORP COM 655844108 62,585,292 1,205,650 SH SOLE 1,141,890 0 63,760 NORFOLK SOUTHERN CORP COM 655844108 3,749,252 72,226 SH Defined 1 35,886 0 36,340 NORTEL NETWORKS CORP NEW COM NEW 656568508 177,574,055 10,457,836 SH SOLE 7,755,125 0 2,702,711 NORTH AMERN ENERGY PARTNERS COM 656844107 81,016,196 4,693,870 SH SOLE 4,693,870 0 0 NORTH AMERN ENERGY PARTNERS COM 656844107 43,150 2,500 SH Defined 1 2,500 0 0 NORTHEAST UTILS COM 664397106 43,584,564 1,525,536 SH SOLE 1,436,746 0 88,790 NORTHERN TR CORP COM 665859104 755,478 11,400 SH Defined 2 11,400 0 0 NORTHERN TR CORP COM 665859104 13,453,870 203,016 SH SOLE 203,016 0 0 NORTHROP GRUMMAN CORP COM 666807102 16,165,500 207,250 SH Defined 2 207,250 0 0 NORTHROP GRUMMAN CORP COM 666807102 515,666,229 6,611,106 SH SOLE 6,490,826 0 120,280 NORTHROP GRUMMAN CORP COM 666807102 58,427,928 749,076 SH Defined 1 401,878 0 347,198 NOVARTIS A G SPONSORED ADR 66987V109 1,309,147 23,820 SH Defined 2 23,820 0 0 NOVARTIS A G SPONSORED ADR 66987V109 87,974,747 1,600,705 SH SOLE 1,600,705 0 0 NOVARTIS A G SPONSORED ADR 66987V109 34,625 630 SH Defined 1 630 0 0 NRG ENERGY INC COM NEW 629377508 8,069,355 190,810 SH Defined 2 190,810 0 0 NRG ENERGY INC COM NEW 629377508 484,203,542 11,449,599 SH SOLE 10,763,259 0 686,340 NRG ENERGY INC COM NEW 629377508 827,573 19,569 SH Defined 1 19,569 0 0 NRG ENERGY INC COM NEW 629377508 180,155 4,260 SH Defined 4 4,260 0 0 NRG ENERGY INC PFD CONV MAND 629377870 113,215,039 306,090 SH SOLE 281,850 0 24,240 NTELOS HLDGS CORP COM 67020Q107 24,354,287 826,690 SH SOLE 760,700 0 65,990 NUANCE COMMUNICATIONS INC COM 67020Y100 4,571,643 236,750 SH Defined 2 236,750 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 56,757,072 2,939,258 SH SOLE 2,939,258 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 352,021 18,230 SH Defined 1 18,230 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 26
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- NUCOR CORP COM 670346105 490,033 8,240 SH SOLE 8,240 0 0 NVIDIA CORP. COM 67066G104 2,658,204 73,350 SH PUT SOLE 73,350 0 0 NVIDIA CORP. COM 67066G104 516,420 14,250 SH PUT Defined 2 14,250 0 0 NVIDIA CORP. COM 67066G104 554,472 15,300 SH PUT Defined 4 15,300 0 0 NVR INC COM 62944T105 2,595,780 5,520 SH Defined 2 5,520 0 0 NVR INC COM 62944T105 19,028,196 40,464 SH SOLE 40,464 0 0 NVR INC COM 62944T105 79,943 170 SH Defined 1 170 0 0 NXSTAGE MEDICAL INC COM 67072V103 23,274,273 1,606,230 SH SOLE 1,606,230 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 1,206,690 18,831 SH SOLE 18,831 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 238,378 3,720 SH Defined 1 3,720 0 0 OCEANEERING INTL INC COM 675232102 7,814,980 103,100 SH SOLE 103,100 0 0 OCEANEERING INTL INC COM 675232102 66,704 880 SH Defined 1 880 0 0 OFFICE DEPOT INC COM 676220106 507,252 24,600 SH SOLE 24,600 0 0 OFFICEMAX INC DEL COM 67622P101 49,655,791 1,448,958 SH SOLE 1,068,422 0 380,536 OMNICARE INC COM 681904108 28,942,169 873,594 SH SOLE 639,040 0 234,554 OMNICOM GROUP INC COM 681919106 3,193,368 66,404 SH SOLE 66,404 0 0 OMNITURE INC COM 68212S109 22,994,385 758,390 SH SOLE 758,390 0 0 ON SEMICONDUCTOR CORP COM 682189105 6,122,121 487,430 SH Defined 2 487,430 0 0 ON SEMICONDUCTOR CORP COM 682189105 31,350,388 2,496,050 SH SOLE 2,496,050 0 0 ON SEMICONDUCTOR CORP COM 682189105 119,169 9,488 SH Defined 1 9,488 0 0 OPEN JT STK CO-VIMPEL SPONSORED COMMUN ADR 68370R109 17,597,091 650,780 SH SOLE 650,780 0 0 ORACLE CORP COM 68389X105 8,699,684 401,833 SH Defined 3 240,820 0 161,013 ORACLE CORP COM 68389X105 59,617,302 2,753,686 SH Defined 2 2,534,156 0 219,530 ORACLE CORP COM 68389X105 1,040,288,465 48,050,276 SH SOLE 46,275,705 0 1,774,571 ORACLE CORP COM 68389X105 106,413,214 4,915,160 SH Defined 1 2,547,273 0 2,367,887 ORACLE CORP COM 68389X105 41,889,719 1,934,860 SH Defined 5 821,710 0 1,113,150 ORACLE CORP COM 68389X105 111,922,316 5,169,622 SH Defined 4 4,798,147 0 371,475 OWENS ILL INC COM NEW 690768403 82,027,809 1,978,958 SH SOLE 1,529,698 0 449,260 PALL CORP COM 696429307 124,344,589 3,196,519 SH SOLE 2,377,810 0 818,709 PANERA BREAD CO CL A 69840W108 492,456 12,070 SH Defined 2 12,070 0 0 PANERA BREAD CO CL A 69840W108 54,314,184 1,331,230 SH SOLE 1,331,230 0 0 PARKER HANNIFIN CORP COM 701094104 1,226,775 10,970 SH Defined 2 10,970 0 0 PARKER HANNIFIN CORP COM 701094104 11,389,438 101,846 SH SOLE 101,846 0 0 PARKER HANNIFIN CORP COM 701094104 79,399 710 SH Defined 1 0 0 710 PARTNER COMMUNICATIONS CO LT ADR 70211M109 27,346,290 1,651,346 SH SOLE 1,521,546 0 129,800 PARTNERRE LTD COM G6852T105 26,441,903 334,750 SH SOLE 334,750 0 0 PARTNERRE LTD COM G6852T105 162,719 2,060 SH Defined 1 0 0 2,060 PEABODY ENERGY CORP SDCV 4.750%12/1 704549AG9 18,601,800 17,716,000 PR SOLE 16,330,000 0 1,386,000 PEETS COFFEE & TEA INC COM 705560100 11,483,290 411,440 SH SOLE 411,440 0 0 PENN NATL GAMING INC COM 707569109 1,414,119 23,960 SH Defined 2 23,960 0 0 PENN NATL GAMING INC COM 707569109 11,551,394 195,720 SH SOLE 195,720 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 27
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- PENNEY J C INC COM 708160106 837,751 13,220 SH SOLE 13,220 0 0 PENNEY J C INC COM 708160106 121,670 1,920 SH Defined 1 0 0 1,920 PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 2,373,588 60,955 SH SOLE 60,955 0 0 PEPCO HOLDINGS INC COM 713291102 116,278,541 4,293,890 SH SOLE 4,033,910 0 259,980 PEPSI BOTTLING GROUP INC COM 713409100 2,452,848 65,990 SH Defined 2 65,990 0 0 PEPSI BOTTLING GROUP INC COM 713409100 39,199,482 1,054,600 SH SOLE 1,054,600 0 0 PEPSICO INC COM 713448108 8,764,826 119,640 SH Defined 3 66,230 0 53,410 PEPSICO INC COM 713448108 57,612,983 786,418 SH Defined 2 714,108 0 72,310 PEPSICO INC COM 713448108 719,185,874 9,816,897 SH SOLE 9,365,865 0 451,032 PEPSICO INC COM 713448108 90,577,052 1,236,378 SH Defined 1 645,202 0 591,176 PEPSICO INC COM 713448108 48,483,468 661,800 SH Defined 5 281,060 0 380,740 PEPSICO INC COM 713448108 126,729,837 1,729,864 SH Defined 4 1,606,539 0 123,325 PETROLEO BRASILEIRO SA SPONSORED PETRO ADR 71654V408 5,784,810 76,620 SH Defined 2 76,620 0 0 PETROLEO BRASILEIRO SA SPONSORED PETRO ADR 71654V408 164,412,273 2,177,646 SH SOLE 2,177,646 0 0 PETROLEO BRASILEIRO SA SPONSORED PETRO ADR 71654V408 3,754,313 49,726 SH Defined 1 49,726 0 0 PETROLEO BRASILEIRO SA SPONSORED PETRO ADR 71654V408 95,659 1,267 SH Defined 4 1,267 0 0 PETROLEO BRASILEIRO SA SPONSORED PETRO ADR 71654V408 2,840,461 37,622 SH Defined 6 37,622 0 0 PETSMART INC COM 716768106 619,817 19,430 SH Defined 2 19,430 0 0 PETSMART INC COM 716768106 2,324,872 72,880 SH SOLE 72,880 0 0 PETSMART INC COM 716768106 297,308 9,320 SH Defined 1 9,320 0 0 PETSMART INC COM 716768106 35,856 1,124 SH Defined 4 1,124 0 0 PFIZER INC COM 717081103 5,750,089 235,370 SH Defined 2 235,370 0 0 PFIZER INC COM 717081103 94,036,078 3,849,205 SH SOLE 3,736,415 0 112,790 PFIZER INC COM 717081103 15,055,965 616,290 SH Defined 1 306,090 0 310,200 PG&E CORP COM 69331C108 2,352,238 49,210 SH Defined 2 49,210 0 0 PG&E CORP COM 69331C108 258,008,769 5,397,673 SH SOLE 5,063,293 0 334,380 PG&E CORP COM 69331C108 5,699,051 119,227 SH Defined 1 61,777 0 57,450 PG&E CORP COM 69331C108 144,356 3,020 SH Defined 4 3,020 0 0 PHARMACEUTICAL PROD DEV INC COM 717124101 1,168,138 32,961 SH SOLE 32,961 0 0 PHILADELPHIA CONS HLDG CORP COM 717528103 788,767 19,080 SH SOLE 19,080 0 0 PHILIPPINE LONG DISTANCE SPONSORED TEL ADR 718252604 7,170,050 111,440 SH Defined 2 111,440 0 0 PHILIPPINE LONG DISTANCE SPONSORED TEL ADR 718252604 41,408,645 643,591 SH SOLE 600,991 0 42,600 PHILLIPS VAN HEUSEN CORP COM 718592108 5,640,550 107,480 SH Defined 2 107,480 0 0 PHILLIPS VAN HEUSEN CORP COM 718592108 41,611,444 792,901 SH SOLE 792,901 0 0 PHILLIPS VAN HEUSEN CORP COM 718592108 203,045 3,869 SH Defined 1 3,869 0 0 PHYSICIANS FORMULA HLDGS INC COM 719427106 14,044,329 1,197,300 SH SOLE 1,197,300 0 0 PINNACLE ENTMT INC COM 723456109 9,787,007 359,420 SH SOLE 359,420 0 0 PIONEER NAT RES CO COM 723787107 1,379,402 30,667 SH SOLE 30,667 0 0 PITNEY BOWES INC COM 724479100 2,059,979 45,354 SH Defined 3 25,140 0 20,214 PITNEY BOWES INC COM 724479100 8,048,878 177,210 SH SOLE 76,650 0 100,560 PITNEY BOWES INC COM 724479100 8,904,409 196,046 SH Defined 2 168,576 0 27,470
MFS 13F REPORT DATE: 09/30/07 PAGE 28
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- PITNEY BOWES INC COM 724479100 13,420,747 295,481 SH Defined 1 150,770 0 144,711 PITNEY BOWES INC COM 724479100 11,282,782 248,410 SH Defined 5 105,810 0 142,600 PITNEY BOWES INC COM 724479100 29,745,467 654,898 SH Defined 4 608,139 0 46,759 PLAYBOY ENTERPRISES INC CL B 728117300 7,866,298 732,430 SH SOLE 732,430 0 0 PLUM CREEK TIMBER CO INC COM 729251108 2,272,331 50,767 SH SOLE 50,767 0 0 PLX TECHNOLOGY INC COM 693417107 10,009,246 926,782 SH SOLE 926,782 0 0 PNC FINL SVCS GROUP INC COM 693475105 9,318,804 136,840 SH Defined 2 136,840 0 0 PNC FINL SVCS GROUP INC COM 693475105 251,108,220 3,687,345 SH SOLE 3,521,865 0 165,480 PNC FINL SVCS GROUP INC COM 693475105 26,722,168 392,396 SH Defined 1 164,235 0 228,161 PNM RES INC COM 69349H107 603,581 25,927 SH SOLE 25,927 0 0 POLARIS INDS INC COM 731068102 72,455,175 1,661,054 SH SOLE 1,157,544 0 503,510 POLYCOM INC COM 73172K104 12,647,300 470,860 SH SOLE 470,860 0 0 POLYPORE INTL INC COM 73179V103 36,125,483 2,569,380 SH SOLE 2,569,380 0 0 PORTLAND GEN ELEC CO COM NEW 736508847 20,761,596 746,820 SH SOLE 691,130 0 55,690 POSCO SPONSORED ADR 693483109 64,220,262 359,234 SH SOLE 359,234 0 0 PPG INDS INC COM 693506107 22,951,335 303,790 SH Defined 2 303,790 0 0 PPG INDS INC COM 693506107 598,256,755 7,918,686 SH SOLE 7,740,446 0 178,240 PPG INDS INC COM 693506107 50,740,891 671,620 SH Defined 1 376,497 0 295,123 PPG INDS INC COM 693506107 296,912 3,930 SH Defined 4 3,930 0 0 PPL CORP COM 69351T106 1,577,441 34,070 SH Defined 2 34,070 0 0 PPL CORP COM 69351T106 50,244,297 1,085,190 SH SOLE 1,050,360 0 34,830 PPL CORP COM 69351T106 8,893,674 192,088 SH Defined 1 94,744 0 97,344 PRAXAIR INC COM 74005P104 9,379,864 111,985 SH Defined 3 61,830 0 50,155 PRAXAIR INC COM 74005P104 56,303,388 672,199 SH Defined 2 604,249 0 67,950 PRAXAIR INC COM 74005P104 528,388,569 6,308,364 SH SOLE 5,991,274 0 317,090 PRAXAIR INC COM 74005P104 87,125,896 1,040,185 SH Defined 1 547,495 0 492,690 PRAXAIR INC COM 74005P104 51,775,406 618,140 SH Defined 5 261,994 0 356,146 PRAXAIR INC COM 74005P104 136,366,306 1,628,060 SH Defined 4 1,512,649 0 115,411 PRECISION CASTPARTS CORP COM 740189105 1,405,810 9,500 SH Defined 2 9,500 0 0 PRECISION CASTPARTS CORP COM 740189105 99,831,303 674,627 SH SOLE 674,627 0 0 PRECISION CASTPARTS CORP COM 740189105 16,278 110 SH Defined 1 110 0 0 PRICE T ROWE GROUP INC COM 74144T108 8,794,008 157,910 SH SOLE 157,910 0 0 PRICELINE COM INC COM NEW 741503403 1,479,463 16,670 SH Defined 2 16,670 0 0 PRICELINE COM INC COM NEW 741503403 33,835,938 381,250 SH SOLE 381,250 0 0 PRIDE INTL INC DEL COM 74153Q102 13,919,702 380,840 SH SOLE 380,840 0 0 PRIDE INTL INC DEL COM 74153Q102 40,205 1,100 SH Defined 1 1,100 0 0 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 19,932,024 315,930 SH SOLE 288,830 0 27,100 PROCTER & GAMBLE CO COM 742718109 8,113,156 115,342 SH Defined 3 63,900 0 51,442 PROCTER & GAMBLE CO COM 742718109 60,534,323 860,596 SH Defined 2 791,116 0 69,480 PROCTER & GAMBLE CO COM 742718109 911,099,635 12,952,796 SH SOLE 12,371,194 0 581,602 PROCTER & GAMBLE CO COM 742718109 119,446,535 1,698,131 SH Defined 1 907,199 0 790,932
MFS 13F REPORT DATE: 09/30/07 PAGE 29
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- PROCTER & GAMBLE CO COM 742718109 44,125,056 627,311 SH Defined 5 266,654 0 360,657 PROCTER & GAMBLE CO COM 742718109 116,225,807 1,652,343 SH Defined 4 1,533,908 0 118,435 PROLOGIS SH BEN INT 743410102 2,499,073 37,665 SH SOLE 37,665 0 0 PROS HOLDINGS INC COM 74346Y103 5,596,376 463,660 SH SOLE 463,660 0 0 PROTECTIVE LIFE CORP COM 743674103 8,898,267 209,667 SH SOLE 209,667 0 0 PRUDENTIAL FINL INC COM 744320102 7,539,519 77,265 SH Defined 2 77,265 0 0 PRUDENTIAL FINL INC COM 744320102 153,993,925 1,578,130 SH SOLE 1,534,510 0 43,620 PRUDENTIAL FINL INC COM 744320102 23,352,065 239,312 SH Defined 1 119,502 0 119,810 PUBLIC STORAGE COM 74460D109 1,287,894 16,375 SH SOLE 16,375 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 1,970,096 22,390 SH Defined 2 22,390 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 467,117,748 5,308,759 SH SOLE 5,040,199 0 268,560 PUBLIC SVC ENTERPRISE GROUP COM 744573106 15,283,951 173,701 SH Defined 1 107,171 0 66,530 PULTE HOMES INC COM 745867101 477,289 35,069 SH SOLE 35,069 0 0 QLOGIC CORP COM 747277101 318,765 23,700 SH Defined 2 23,700 0 0 QLOGIC CORP COM 747277101 330,870 24,600 SH Defined 3 24,600 0 0 QLOGIC CORP COM 747277101 19,924,830 1,481,400 SH SOLE 1,481,400 0 0 QUALCOMM INC COM 747525103 963,528 22,800 SH Defined 2 22,800 0 0 QUALCOMM INC COM 747525103 54,205,338 1,282,663 SH SOLE 1,282,663 0 0 QUALCOMM INC COM 747525103 25,356 600 SH Defined 1 600 0 0 QUANTA SVCS INC COM 74762E102 39,480,883 1,492,661 SH SOLE 1,492,661 0 0 QUESTAR CORP COM 748356102 1,182,450 22,510 SH Defined 2 22,510 0 0 QUESTAR CORP COM 748356102 164,820,229 3,137,640 SH SOLE 2,961,920 0 175,720 QUESTAR CORP COM 748356102 412,886 7,860 SH Defined 1 7,860 0 0 QUESTAR CORP COM 748356102 125,021 2,380 SH Defined 4 2,380 0 0 QUIKSILVER INC COM 74838C106 37,594,986 2,629,020 SH SOLE 2,629,020 0 0 QWEST COMMUNICATIONS INTL IN COM 749121109 606,117 66,170 SH Defined 3 66,170 0 0 QWEST COMMUNICATIONS INTL IN COM 749121109 1,624,434 177,340 SH Defined 2 177,340 0 0 QWEST COMMUNICATIONS INTL IN COM 749121109 247,059,856 26,971,600 SH SOLE 25,086,500 0 1,885,100 QWEST COMMUNICATIONS INTL IN COM 749121109 762,579 83,251 SH Defined 1 60,831 0 22,420 QWEST COMMUNICATIONS INTL IN COM 749121109 111,111 12,130 SH Defined 4 12,130 0 0 RADIOSHACK CORP COM 750438103 2,971,941 143,850 SH Defined 2 143,850 0 0 RADIOSHACK CORP COM 750438103 26,201,632 1,268,230 SH SOLE 1,268,230 0 0 RADIOSHACK CORP COM 750438103 245,606 11,888 SH Defined 1 11,888 0 0 RAYMOND JAMES FINANCIAL INC COM 754730109 1,473,191 44,846 SH SOLE 44,846 0 0 RAYTHEON CO COM NEW 755111507 1,456,372 22,820 SH Defined 2 22,820 0 0 RAYTHEON CO COM NEW 755111507 45,292,416 709,690 SH SOLE 687,290 0 22,400 RAYTHEON CO COM NEW 755111507 7,770,085 121,750 SH Defined 1 60,220 0 61,530 RED ROBIN GOURMET BURGERS IN COM 75689M101 51,742,548 1,206,120 SH SOLE 1,206,120 0 0 REED ELSEVIER P L C SPONSORED ADR 758205108 9,417,300 186,666 SH SOLE 186,666 0 0 REGENCY CTRS CORP COM 758849103 1,511,208 19,690 SH SOLE 19,690 0 0 REGIONS FINANCIAL CORP NEW COM 7591EP100 640,276 21,719 SH SOLE 21,719 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 30
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- RENAISSANCERE HOLDINGS LTD COM G7496G103 816,971 12,490 SH Defined 2 12,490 0 0 RENAISSANCERE HOLDINGS LTD COM G7496G103 9,876,910 151,000 SH SOLE 151,000 0 0 RENAISSANCERE HOLDINGS LTD COM G7496G103 178,569 2,730 SH Defined 1 1,020 0 1,710 REPUBLIC SVCS INC COM 760759100 1,379,446 42,172 SH SOLE 42,172 0 0 RESEARCH IN MOTION LTD COM 760975102 786,528 7,981 SH Defined 3 7,981 0 0 RESEARCH IN MOTION LTD COM 760975102 1,926,850 19,552 SH Defined 2 19,552 0 0 RESEARCH IN MOTION LTD COM 760975102 104,884,006 1,064,272 SH SOLE 1,064,272 0 0 RESEARCH IN MOTION LTD COM 760975102 206,955 2,100 SH Defined 1 2,100 0 0 RESEARCH IN MOTION LTD COM 760975102 121,217 1,230 SH Defined 4 1,230 0 0 RESMED INC COM 761152107 1,739,665 40,580 SH Defined 2 40,580 0 0 RESMED INC COM 761152107 81,344,539 1,897,470 SH SOLE 1,897,470 0 0 RESMED INC COM 761152107 444,219 10,362 SH Defined 1 10,362 0 0 RESMED INC COM 761152107 54,788 1,278 SH Defined 4 1,278 0 0 REYNOLDS AMERICAN INC COM 761713106 8,632,088 135,746 SH SOLE 135,746 0 0 REYNOLDS AMERICAN INC COM 761713106 32,431 510 SH Defined 1 510 0 0 RITCHIE BROS AUCTIONEERS COM 767744105 18,725,364 287,640 SH SOLE 287,640 0 0 ROCKWELL AUTOMATION INC COM 773903109 7,123,176 102,477 SH Defined 3 56,880 0 45,597 ROCKWELL AUTOMATION INC COM 773903109 47,284,386 680,253 SH Defined 2 618,443 0 61,810 ROCKWELL AUTOMATION INC COM 773903109 410,474,414 5,905,257 SH SOLE 5,594,594 0 310,663 ROCKWELL AUTOMATION INC COM 773903109 67,504,289 971,145 SH Defined 1 492,967 0 478,178 ROCKWELL AUTOMATION INC COM 773903109 39,320,417 565,680 SH Defined 5 240,120 0 325,560 ROCKWELL AUTOMATION INC COM 773903109 102,269,507 1,471,292 SH Defined 4 1,365,855 0 105,437 ROCKWELL COLLINS INC COM 774341101 32,152,135 440,199 SH SOLE 440,199 0 0 ROGERS COMMUNICATIONS INC CL B 775109200 7,540,360 165,613 SH SOLE 165,613 0 0 ROGERS COMMUNICATIONS INC CL B 775109200 121,565 2,670 SH Defined 1 2,670 0 0 ROSS STORES INC COM 778296103 1,297,640 50,610 SH SOLE 50,610 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 18,352,687 470,220 SH Defined 2 470,220 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 570,807,876 14,624,850 SH SOLE 14,386,940 0 237,910 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 39,777,659 1,019,156 SH Defined 1 563,986 0 455,170 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 194,369 4,980 SH Defined 4 4,980 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 3,062,027 37,260 SH Defined 2 37,260 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 147,585,829 1,795,885 SH SOLE 1,759,815 0 36,070 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 8,012,386 97,498 SH Defined 1 97,498 0 0 RYDER SYS INC COM 783549108 12,684,140 258,860 SH SOLE 258,860 0 0 RYDER SYS INC COM 783549108 122,500 2,500 SH Defined 1 2,500 0 0 SAFEWAY INC COM NEW 786514208 16,800,345 507,410 SH SOLE 449,510 0 57,900 SALARY COM INC COM 794006106 587,491 50,170 SH Defined 2 50,170 0 0 SALARY COM INC COM 794006106 608,686 51,980 SH Defined 3 51,980 0 0 SALARY COM INC COM 794006106 2,954,433 252,300 SH SOLE 252,300 0 0 SALESFORCE COM INC COM 79466L302 1,262,575 24,602 SH Defined 3 24,602 0 0 SALESFORCE COM INC COM 79466L302 2,767,944 53,935 SH Defined 2 53,935 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 31
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- SALESFORCE COM INC COM 79466L302 50,464,136 983,323 SH SOLE 983,323 0 0 SALESFORCE COM INC COM 79466L302 282,260 5,500 SH Defined 1 5,500 0 0 SALESFORCE COM INC COM 79466L302 167,303 3,260 SH Defined 4 3,260 0 0 SALLY BEAUTY HLDGS INC COM 79546E104 950,084 112,436 SH Defined 3 61,970 0 50,466 SALLY BEAUTY HLDGS INC COM 79546E104 3,606,790 426,839 SH Defined 2 384,319 0 42,520 SALLY BEAUTY HLDGS INC COM 79546E104 48,051,753 5,686,598 SH SOLE 4,158,017 0 1,528,581 SALLY BEAUTY HLDGS INC COM 79546E104 5,979,778 707,666 SH Defined 1 380,240 0 327,426 SALLY BEAUTY HLDGS INC COM 79546E104 4,609,053 545,450 SH Defined 5 264,590 0 280,860 SALLY BEAUTY HLDGS INC COM 79546E104 13,107,632 1,551,199 SH Defined 4 1,432,385 0 118,814 SANDISK CORP COM 80004C101 611,224 11,093 SH Defined 3 11,093 0 0 SANDISK CORP COM 80004C101 5,434,127 98,623 SH Defined 2 98,623 0 0 SANDISK CORP COM 80004C101 137,467,282 2,494,869 SH SOLE 2,477,429 0 17,440 SANDISK CORP COM 80004C101 504,110 9,149 SH Defined 1 6,389 0 2,760 SANDISK CORP COM 80004C101 150,423 2,730 SH Defined 4 2,730 0 0 SANMINA SCI CORP COM 800907107 226,022 106,614 SH SOLE 106,614 0 0 SAP AKTIENGESELLSCHAFT SPONSORED ADR 803054204 25,418,249 433,241 SH SOLE 433,241 0 0 SATYAM COMPUTER SERVICES LTD ADR 804098101 419,418 16,200 SH Defined 3 16,200 0 0 SATYAM COMPUTER SERVICES LTD ADR 804098101 2,522,981 97,450 SH Defined 2 97,450 0 0 SATYAM COMPUTER SERVICES LTD ADR 804098101 127,945,610 4,941,893 SH SOLE 4,911,893 0 30,000 SATYAM COMPUTER SERVICES LTD ADR 804098101 22,502,294 869,150 SH Defined 1 720,400 0 148,750 SATYAM COMPUTER SERVICES LTD ADR 804098101 980,454 37,870 SH Defined 4 37,870 0 0 SAUER-DANFOSS INC COM 804137107 1,784,892 66,900 SH SOLE 66,900 0 0 SCHEIN HENRY INC COM 806407102 6,552,468 107,700 SH SOLE 107,700 0 0 SCHERING PLOUGH CORP COM 806605101 14,783,862 467,400 SH SOLE 467,400 0 0 SCHLUMBERGER LTD COM 806857108 906,150 8,630 SH Defined 2 8,630 0 0 SCHLUMBERGER LTD COM 806857108 70,613,865 672,513 SH SOLE 672,513 0 0 SCHLUMBERGER LTD COM 806857108 289,800 2,760 SH Defined 1 2,760 0 0 SCHWAB CHARLES CORP NEW COM 808513105 1,769,040 81,900 SH Defined 2 81,900 0 0 SCHWAB CHARLES CORP NEW COM 808513105 166,222,174 7,695,471 SH SOLE 7,599,111 0 96,360 SCHWAB CHARLES CORP NEW COM 808513105 217,944 10,090 SH Defined 1 10,090 0 0 SCIENTIFIC GAMES CORP CL A 80874P109 1,238,018 32,926 SH SOLE 32,926 0 0 SCOTTS MIRACLE GRO CO CL A 810186106 1,008,259 23,585 SH SOLE 23,585 0 0 SCRIPPS E W CO OHIO CL A 811054204 1,406,160 33,480 SH Defined 2 33,480 0 0 SCRIPPS E W CO OHIO CL A 811054204 157,787,742 3,756,851 SH SOLE 3,010,180 0 746,671 SCRIPPS E W CO OHIO CL A 811054204 7,541,940 179,570 SH Defined 1 88,810 0 90,760 SEAGATE TECHNOLOGY SHS G7945J104 2,267,283 88,635 SH SOLE 88,635 0 0 SEMPRA ENERGY COM 816851109 1,897,618 32,650 SH Defined 2 32,650 0 0 SEMPRA ENERGY COM 816851109 150,634,835 2,591,790 SH SOLE 2,438,130 0 153,660 SEMPRA ENERGY COM 816851109 342,908 5,900 SH Defined 1 5,900 0 0 SEMPRA ENERGY COM 816851109 204,001 3,510 SH Defined 4 3,510 0 0 SHERWIN WILLIAMS CO COM 824348106 10,069,400 153,240 SH Defined 2 153,240 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 32
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- SHERWIN WILLIAMS CO COM 824348106 123,649,595 1,881,747 SH SOLE 1,842,117 0 39,630 SHERWIN WILLIAMS CO COM 824348106 14,564,096 221,642 SH Defined 1 109,662 0 111,980 SHINHAN FINANCIAL GROUP SPN ADR CO L RESTRD 824596100 16,468,331 128,358 SH SOLE 128,358 0 0 SHINHAN FINANCIAL GROUP SPN ADR CO L RESTRD 824596100 232,223 1,810 SH Defined 4 1,810 0 0 SIEMENS A G SPONSORED ADR 826197501 51,204,681 373,076 SH SOLE 373,076 0 0 SIEMENS A G SPONSORED ADR 826197501 447,435 3,260 SH Defined 1 3,260 0 0 SIGMA ALDRICH CORP COM 826552101 3,404,197 69,844 SH Defined 3 38,640 0 31,204 SIGMA ALDRICH CORP COM 826552101 12,995,205 266,623 SH SOLE 118,553 0 148,070 SIGMA ALDRICH CORP COM 826552101 14,846,496 304,606 SH Defined 2 262,896 0 41,710 SIGMA ALDRICH CORP COM 826552101 22,355,283 458,664 SH Defined 1 230,150 0 228,514 SIGMA ALDRICH CORP COM 826552101 18,728,345 384,250 SH Defined 5 162,950 0 221,300 SIGMA ALDRICH CORP COM 826552101 50,042,771 1,026,729 SH Defined 4 954,923 0 71,806 SIGNATURE BK NEW YORK N Y COM 82669G104 23,695,487 672,594 SH SOLE 672,594 0 0 SIMON PPTY GROUP INC NEW COM 828806109 3,381,000 33,810 SH SOLE 33,810 0 0 SL GREEN RLTY CORP COM 78440X101 4,169,623 35,708 SH SOLE 35,708 0 0 SMITH INTL INC COM 832110100 2,401,182 33,630 SH Defined 2 33,630 0 0 SMITH INTL INC COM 832110100 12,312,930 172,450 SH SOLE 172,450 0 0 SMURFIT-STONE CONTAINER CORP COM 832727101 511,701 43,810 SH Defined 2 43,810 0 0 SMURFIT-STONE CONTAINER CORP COM 832727101 29,603,369 2,534,535 SH SOLE 2,454,045 0 80,490 SMURFIT-STONE CONTAINER CORP COM 832727101 5,278,753 451,948 SH Defined 1 224,997 0 226,951 SNAP ON INC COM 833034101 1,169,144 23,600 SH SOLE 23,600 0 0 SOLECTRON CORP COM 834182107 1,032,603 264,770 SH Defined 2 264,770 0 0 SOLECTRON CORP COM 834182107 1,093,833 280,470 SH Defined 3 280,470 0 0 SOLECTRON CORP COM 834182107 11,894,961 3,049,990 SH SOLE 3,049,990 0 0 SONUS NETWORKS INC COM 835916107 723,887 118,670 SH Defined 2 118,670 0 0 SONUS NETWORKS INC COM 835916107 751,215 123,150 SH Defined 3 123,150 0 0 SONUS NETWORKS INC COM 835916107 25,601,944 4,197,040 SH SOLE 4,197,040 0 0 SOTHEBYS COM 835898107 4,280,598 89,571 SH SOLE 89,571 0 0 SOTHEBYS COM 835898107 26,141 547 SH Defined 1 547 0 0 SOUTHERN COPPER CORP COM 84265V105 27,197,031 219,632 SH SOLE 219,632 0 0 SOUTHERN COPPER CORP COM 84265V105 199,366 1,610 SH Defined 1 1,610 0 0 SOUTHWEST AIRLS CO COM 844741108 5,051,388 341,310 SH SOLE 341,310 0 0 SPECTRA ENERGY CORP COM 847560109 1,545,006 63,113 SH SOLE 63,113 0 0 SPRINT NEXTEL CORP COM FON 852061100 8,701,240 457,960 SH Defined 2 457,960 0 0 SPRINT NEXTEL CORP COM FON 852061100 168,985,335 8,893,965 SH SOLE 8,616,315 0 277,650 SPRINT NEXTEL CORP COM FON 852061100 24,948,539 1,313,081 SH Defined 1 662,861 0 650,220 ST JUDE MED INC COM 790849103 51,956,767 1,178,960 SH SOLE 1,178,960 0 0 ST JUDE MED INC COM 790849103 101,185 2,296 SH Defined 1 2,296 0 0 STAGE STORES INC COM NEW 85254C305 38,362,847 2,104,380 SH SOLE 2,104,380 0 0 STAPLES INC COM 855030102 6,885,826 320,420 SH Defined 2 320,420 0 0 STAPLES INC COM 855030102 324,788,449 15,113,469 SH SOLE 14,754,179 0 359,290
MFS 13F REPORT DATE: 09/30/07 PAGE 33
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- STAPLES INC COM 855030102 13,534,939 629,825 SH Defined 1 332,375 0 297,450 STAPLES INC COM 855030102 208,260 9,691 SH Defined 4 9,691 0 0 STATE STR CORP COM 857477103 10,082,704 147,927 SH Defined 3 81,920 0 66,007 STATE STR CORP COM 857477103 56,592,089 830,283 SH Defined 2 741,223 0 89,060 STATE STR CORP COM 857477103 565,522,089 8,296,979 SH SOLE 7,806,859 0 490,120 STATE STR CORP COM 857477103 88,846,015 1,303,492 SH Defined 1 664,470 0 639,022 STATE STR CORP COM 857477103 55,925,280 820,500 SH Defined 5 349,570 0 470,930 STATE STR CORP COM 857477103 146,683,660 2,152,049 SH Defined 4 1,999,467 0 152,582 STATOIL ASA SPONSORED ADR 85771P102 33,953,309 1,000,982 SH SOLE 1,000,982 0 0 STRAYER ED INC COM 863236105 564,911 3,350 SH Defined 2 3,350 0 0 STRAYER ED INC COM 863236105 64,536,387 382,710 SH SOLE 382,710 0 0 SUEZ SPONSORED ADR 864686100 20,503,613 349,891 SH SOLE 349,891 0 0 SUNOCO INC COM 86764P109 20,338,562 287,349 SH SOLE 254,659 0 32,690 SUNOCO INC COM 86764P109 37,018 523 SH Defined 1 523 0 0 SUNTRUST BKS INC COM 867914103 11,948,293 157,900 SH Defined 2 157,900 0 0 SUNTRUST BKS INC COM 867914103 353,636,731 4,673,407 SH SOLE 4,487,577 0 185,830 SUNTRUST BKS INC COM 867914103 44,048,566 582,114 SH Defined 1 298,403 0 283,711 SUPERVALU INC COM 868536103 5,154,274 132,127 SH SOLE 132,127 0 0 SUSSER HLDGS CORP COM 869233106 10,632,225 500,340 SH SOLE 500,340 0 0 SYMANTEC CORP COM 871503108 614,540 31,710 SH SOLE 31,710 0 0 SYMANTEC CORP COM 871503108 89,729 4,630 SH Defined 1 0 0 4,630 SYNGENTA AG SPONSORED ADR 87160A100 37,942,651 875,667 SH SOLE 875,667 0 0 SYNGENTA AG SPONSORED ADR 87160A100 19,490,614 449,818 SH Defined 1 250,688 0 199,130 SYNOPSYS INC COM 871607107 965,131 35,640 SH Defined 2 35,640 0 0 SYNOPSYS INC COM 871607107 22,899,390 845,620 SH SOLE 845,620 0 0 SYNTA PHARMACEUTICALS CORP COM 87162T206 2,574,264 390,040 SH SOLE 390,040 0 0 SYNTEL INC COM 87162H103 16,263,601 391,140 SH SOLE 391,140 0 0 TAIWAN SEMICONDUCTOR SPONSORED MFG LTD ADR 874039100 757,067 74,809 SH Defined 3 74,809 0 0 TAIWAN SEMICONDUCTOR SPONSORED MFG LTD ADR 874039100 10,928,315 1,079,873 SH Defined 2 1,079,873 0 0 TAIWAN SEMICONDUCTOR SPONSORED MFG LTD ADR 874039100 206,972,115 20,451,790 SH SOLE 20,335,300 0 116,490 TAIWAN SEMICONDUCTOR SPONSORED MFG LTD ADR 874039100 33,400,686 3,300,463 SH Defined 1 2,725,173 0 575,290 TAIWAN SEMICONDUCTOR SPONSORED MFG LTD ADR 874039100 2,379,414 235,120 SH Defined 4 235,120 0 0 TAIWAN SEMICONDUCTOR SPONSORED MFG LTD ADR 874039100 2,495,744 246,615 SH Defined 6 246,615 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 293,776 17,200 SH Defined 2 17,200 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 304,024 17,800 SH Defined 3 17,800 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 26,208,918 1,534,480 SH SOLE 1,534,480 0 0 TALISMAN ENERGY INC COM 87425E103 23,296,432 1,182,560 SH SOLE 1,047,660 0 134,900 TAM SA SP ADR REP PFD 87484D103 27,400,000 1,000,000 SH SOLE 1,000,000 0 0 TAM SA SP ADR REP PFD 87484D103 101,380 3,700 SH Defined 1 3,700 0 0 TARGET CORP COM 87612E106 2,673,119 42,050 SH Defined 2 42,050 0 0 TARGET CORP COM 87612E106 202,833,435 3,190,710 SH SOLE 3,151,410 0 39,300
MFS 13F REPORT DATE: 09/30/07 PAGE 34
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- TARGET CORP COM 87612E106 267,439 4,207 SH Defined 1 4,207 0 0 TAUBMAN CTRS INC COM 876664103 7,252,185 132,460 SH SOLE 132,460 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 2,234,136 122,620 SH Defined 2 122,620 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 26,871,403 1,474,830 SH SOLE 1,474,830 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 181,471 9,960 SH Defined 1 9,960 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 108,409 5,950 SH Defined 4 5,950 0 0 TEAM INC COM 878155100 2,957,259 108,008 SH SOLE 108,008 0 0 TECHTARGET INC COM 87874R100 24,147,903 1,428,870 SH SOLE 1,428,870 0 0 TELECOM ARGENTINA S A SPON ADR REP B 879273209 76,852,793 3,130,460 SH SOLE 2,951,920 0 178,540 TELECOM ARGENTINA S A SPON ADR REP B 879273209 137,480 5,600 SH Defined 1 5,600 0 0 TELEFONICA S A SPONSORED ADR 879382208 16,996,449 202,870 SH SOLE 202,870 0 0 TELETECH HOLDINGS INC COM 879939106 866,498 36,240 SH Defined 2 36,240 0 0 TELETECH HOLDINGS INC COM 879939106 4,458,020 186,450 SH SOLE 186,450 0 0 TELUS CORP NON-VTG SHS 87971M202 6,785,110 120,839 SH SOLE 120,839 0 0 TELUS CORP NON-VTG SHS 87971M202 5,884,801 104,805 SH Defined 1 61,005 0 43,800 TENARIS S A SPONSORED ADR 88031M109 1,442,840 27,420 SH Defined 2 27,420 0 0 TENARIS S A SPONSORED ADR 88031M109 18,781,025 356,918 SH SOLE 356,918 0 0 TENARIS S A SPONSORED ADR 88031M109 1,003,463 19,070 SH Defined 1 19,070 0 0 TENARIS S A SPONSORED ADR 88031M109 93,295 1,773 SH Defined 4 1,773 0 0 TENET HEALTHCARE CORP COM 88033G100 45,000,084 13,392,882 SH SOLE 9,604,933 0 3,787,949 TEREX CORP NEW COM 880779103 5,235,266 58,810 SH SOLE 58,810 0 0 TERNIUM SA SPON ADR 880890108 5,641,324 179,660 SH SOLE 179,660 0 0 TERNIUM SA SPON ADR 880890108 151,348 4,820 SH Defined 1 4,820 0 0 TESORO CORP COM 881609101 915,338 19,890 SH Defined 2 19,890 0 0 TESORO CORP COM 881609101 9,363,689 203,470 SH SOLE 203,470 0 0 TESORO CORP COM 881609101 87,576 1,903 SH Defined 1 1,903 0 0 TESSERA TECHNOLOGIES INC COM 88164L100 1,099,125 29,310 SH Defined 2 29,310 0 0 TESSERA TECHNOLOGIES INC COM 88164L100 5,569,988 148,533 SH SOLE 148,533 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 2,111,436 47,480 SH Defined 2 47,480 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 96,540,590 2,170,915 SH SOLE 2,145,555 0 25,360 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 1,586,690 35,680 SH Defined 1 35,680 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 93,031 2,092 SH Defined 4 2,092 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 2,758,830 62,038 SH Defined 6 62,038 0 0 TEXAS INSTRS INC COM 882508104 13,489,416 368,664 SH SOLE 368,664 0 0 TEXAS ROADHOUSE INC CL A 882681109 25,844,013 2,208,890 SH SOLE 2,208,890 0 0 TEXTRON INC COM 883203101 10,637,910 171,000 SH SOLE 171,000 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 6,662,158 115,422 SH Defined 3 63,860 0 51,562 THERMO FISHER SCIENTIFIC INC COM 883556102 28,902,136 500,730 SH Defined 2 431,910 0 68,820 THERMO FISHER SCIENTIFIC INC COM 883556102 81,813,194 1,417,415 SH SOLE 1,170,045 0 247,370 THERMO FISHER SCIENTIFIC INC COM 883556102 43,201,169 748,461 SH Defined 1 381,338 0 367,123 THERMO FISHER SCIENTIFIC INC COM 883556102 36,685,100 635,570 SH Defined 5 269,280 0 366,290
MFS 13F REPORT DATE: 09/30/07 PAGE 35
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- THERMO FISHER SCIENTIFIC INC COM 883556102 94,856,586 1,643,392 SH Defined 4 1,524,646 0 118,746 THOMAS WEISEL PARTNERS GRP I COM 884481102 5,133,638 353,800 SH SOLE 353,800 0 0 THORATEC CORP COM NEW 885175307 52,837,915 2,553,790 SH SOLE 2,553,790 0 0 THQ INC COM NEW 872443403 352,218 14,100 SH Defined 2 14,100 0 0 THQ INC COM NEW 872443403 364,708 14,600 SH Defined 3 14,600 0 0 THQ INC COM NEW 872443403 30,888,070 1,236,512 SH SOLE 1,236,512 0 0 TIDEWATER INC COM 886423102 4,723,683 75,170 SH SOLE 75,170 0 0 TIDEWATER INC COM 886423102 64,725 1,030 SH Defined 1 1,030 0 0 TIFFANY & CO NEW COM 886547108 4,268,619 81,540 SH SOLE 81,540 0 0 TIM PARTICIPACOES S A SPONS ADR PFD 88706P106 71,628,554 1,765,990 SH SOLE 1,625,400 0 140,590 TIM PARTICIPACOES S A SPONS ADR PFD 88706P106 166,296 4,100 SH Defined 1 4,100 0 0 TIME WARNER CABLE INC CL A 88732J108 1,222,128 37,260 SH Defined 2 37,260 0 0 TIME WARNER CABLE INC CL A 88732J108 204,424,721 6,232,461 SH SOLE 5,765,201 0 467,260 TIME WARNER CABLE INC CL A 88732J108 298,021 9,086 SH Defined 1 9,086 0 0 TIME WARNER CABLE INC CL A 88732J108 97,088 2,960 SH Defined 4 2,960 0 0 TIME WARNER INC COM 887317105 13,134,395 715,381 SH SOLE 715,381 0 0 TIME WARNER INC COM 887317105 425,768 23,190 SH Defined 1 14,455 0 8,735 TIME WARNER TELECOM INC CL A 887319101 8,052,884 366,540 SH SOLE 366,540 0 0 TIMKEN CO COM 887389104 9,511,515 256,030 SH Defined 2 256,030 0 0 TIMKEN CO COM 887389104 255,048,161 6,865,361 SH SOLE 6,730,761 0 134,600 TIMKEN CO COM 887389104 9,099,335 244,935 SH Defined 1 131,725 0 113,210 TIMKEN CO COM 887389104 190,951 5,140 SH Defined 4 5,140 0 0 TJX COS INC NEW COM 872540109 4,360,849 150,012 SH SOLE 150,012 0 0 TOLL BROTHERS INC COM 889478103 6,789,004 339,620 SH Defined 2 339,620 0 0 TOLL BROTHERS INC COM 889478103 136,423,354 6,824,580 SH SOLE 6,560,170 0 264,410 TOLL BROTHERS INC COM 889478103 20,444,373 1,022,730 SH Defined 1 506,030 0 516,700 TORCHMARK CORP COM 891027104 4,624,144 74,200 SH SOLE 74,200 0 0 TOTAL S A SPONSORED ADR 89151E109 40,487,450 499,660 SH Defined 2 499,660 0 0 TOTAL S A SPONSORED ADR 89151E109 911,120,443 11,244,236 SH SOLE 10,904,596 0 339,640 TOTAL S A SPONSORED ADR 89151E109 64,583,908 797,037 SH Defined 1 526,277 0 270,760 TOTAL S A SPONSORED ADR 89151E109 192,851 2,380 SH Defined 4 2,380 0 0 TRAVELERS COMPANIES INC COM 89417E109 208,934,156 4,150,460 SH SOLE 3,377,385 0 773,075 TRAVELERS COMPANIES INC COM 89417E109 850,444 16,894 SH Defined 1 12,834 0 4,060 TRINITY INDS INC COM 896522109 1,295,881 34,520 SH Defined 2 34,520 0 0 TRINITY INDS INC COM 896522109 6,590,147 175,550 SH SOLE 175,550 0 0 TUPPERWARE BRANDS CORP COM 899896104 10,763,912 341,820 SH SOLE 341,820 0 0 TYCO ELECTRONICS LTD COM NEW G9144P105 60,545,016 1,708,863 SH SOLE 1,347,901 0 360,962 TYCO ELECTRONICS LTD COM NEW G9144P105 105,192 2,969 SH Defined 1 1,722 0 1,247 TYCO INTL LTD BERMUDA SHS G9143X208 68,695,430 1,549,288 SH SOLE 1,188,515 0 360,773 TYCO INTL LTD BERMUDA SHS G9143X208 167,605 3,780 SH Defined 1 2,523 0 1,257 UAL CORP COM NEW 902549807 1,765,348 37,940 SH Defined 2 37,940 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 36
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- UAL CORP COM NEW 902549807 8,966,331 192,700 SH SOLE 192,700 0 0 UBS AG SHS NEW H89231338 252,535,889 4,742,458 SH SOLE 4,639,168 0 103,290 UBS AG SHS NEW H89231338 50,058,461 940,065 SH Defined 1 557,595 0 382,470 ULTRA PETROLEUM CORP COM 903914109 1,106,173 17,830 SH Defined 2 17,830 0 0 ULTRA PETROLEUM CORP COM 903914109 145,424,242 2,344,040 SH SOLE 2,215,560 0 128,480 ULTRA PETROLEUM CORP COM 903914109 336,257 5,420 SH Defined 1 5,420 0 0 ULTRA PETROLEUM CORP COM 903914109 117,876 1,900 SH Defined 4 1,900 0 0 UNIBANCO-UNIAO DE BANCOS BRA GDR REP PFD UT 90458E107 6,545,928 49,760 SH Defined 2 49,760 0 0 UNIBANCO-UNIAO DE BANCOS BRA GDR REP PFD UT 90458E107 157,668,858 1,198,547 SH SOLE 1,198,547 0 0 UNIBANCO-UNIAO DE BANCOS BRA GDR REP PFD UT 90458E107 3,086,163 23,460 SH Defined 1 23,460 0 0 UNIBANCO-UNIAO DE BANCOS BRA GDR REP PFD UT 90458E107 2,973,819 22,606 SH Defined 6 22,606 0 0 UNION PAC CORP COM 907818108 2,287,091 20,229 SH SOLE 20,229 0 0 UNITED PARCEL SERVICE INC CL B 911312106 8,520,170 113,451 SH Defined 3 62,930 0 50,521 UNITED PARCEL SERVICE INC CL B 911312106 38,126,693 507,679 SH Defined 2 439,319 0 68,360 UNITED PARCEL SERVICE INC CL B 911312106 117,840,386 1,569,113 SH SOLE 1,272,363 0 296,750 UNITED PARCEL SERVICE INC CL B 911312106 55,744,026 742,264 SH Defined 1 374,700 0 367,564 UNITED PARCEL SERVICE INC CL B 911312106 46,670,144 621,440 SH Defined 5 263,960 0 357,480 UNITED PARCEL SERVICE INC CL B 911312106 121,919,218 1,623,425 SH Defined 4 1,506,879 0 116,546 UNITED TECHNOLOGIES CORP COM 913017109 28,357,128 352,350 SH Defined 2 352,350 0 0 UNITED TECHNOLOGIES CORP COM 913017109 1,006,397,924 12,504,944 SH SOLE 12,204,264 0 300,680 UNITED TECHNOLOGIES CORP COM 913017109 62,831,702 780,712 SH Defined 1 418,372 0 362,340 UNITED TECHNOLOGIES CORP COM 913017109 566,821 7,043 SH Defined 4 7,043 0 0 UNITEDHEALTH GROUP INC COM 91324P102 4,185,805 86,430 SH Defined 2 86,430 0 0 UNITEDHEALTH GROUP INC COM 91324P102 188,369,115 3,889,513 SH SOLE 3,759,983 0 129,530 UNITEDHEALTH GROUP INC COM 91324P102 12,875,019 265,848 SH Defined 1 93,418 0 172,430 UNIVERSAL FST PRODS INC COM 913543104 15,353,351 513,490 SH SOLE 513,490 0 0 URBAN OUTFITTERS INC COM 917047102 38,978,095 1,787,986 SH SOLE 1,787,986 0 0 VALERO ENERGY CORP NEW COM 91913Y100 17,832,931 265,450 SH SOLE 265,450 0 0 VALERO ENERGY CORP NEW COM 91913Y100 213,632 3,180 SH Defined 1 3,180 0 0 VALSPAR CORP COM 920355104 898,393 33,017 SH SOLE 33,017 0 0 VARIAN SEMICONDUCTOR EQUIPMN COM 922207105 4,127,195 77,115 SH Defined 2 77,115 0 0 VARIAN SEMICONDUCTOR EQUIPMN COM 922207105 21,043,796 393,195 SH SOLE 393,195 0 0 VCA ANTECH INC COM 918194101 405,810 9,720 SH Defined 2 9,720 0 0 VCA ANTECH INC COM 918194101 2,050,176 49,106 SH SOLE 49,106 0 0 VENOCO INC COM 92275P307 13,472,131 785,547 SH SOLE 733,297 0 52,250 VENTAS INC COM 92276F100 2,776,781 67,072 SH SOLE 67,072 0 0 VERISIGN INC COM 92343E102 1,115,107 33,050 SH Defined 3 33,050 0 0 VERISIGN INC COM 92343E102 6,060,413 179,621 SH Defined 2 179,621 0 0 VERISIGN INC COM 92343E102 126,709,457 3,755,467 SH SOLE 3,755,467 0 0 VERISIGN INC COM 92343E102 415,947 12,328 SH Defined 1 8,418 0 3,910 VERIZON COMMUNICATIONS COM 92343V104 2,842,776 64,200 SH Defined 2 64,200 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 37
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- VERIZON COMMUNICATIONS COM 92343V104 307,048,280 6,934,243 SH SOLE 5,711,869 0 1,222,374 VERIZON COMMUNICATIONS COM 92343V104 16,889,366 381,422 SH Defined 1 182,757 0 198,665 VIACOM INC NEW CL B 92553P201 4,353,573 111,716 SH Defined 3 61,645 0 50,071 VIACOM INC NEW CL B 92553P201 26,043,261 668,290 SH Defined 2 601,155 0 67,135 VIACOM INC NEW CL B 92553P201 239,800,414 6,153,462 SH SOLE 5,771,095 0 382,367 VIACOM INC NEW CL B 92553P201 53,002,512 1,360,085 SH Defined 1 690,704 0 669,381 VIACOM INC NEW CL B 92553P201 23,809,306 610,965 SH Defined 5 259,480 0 351,485 VIACOM INC NEW CL B 92553P201 62,602,070 1,606,417 SH Defined 4 1,491,463 0 114,954 VOCUS INC COM 92858J108 1,462,000 50,000 SH SOLE 50,000 0 0 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 154,476,828 4,255,560 SH SOLE 4,097,861 0 157,699 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 29,438,719 810,984 SH Defined 1 490,347 0 320,637 VOLTERRA SEMICONDUCTOR CORP COM 928708106 15,014,265 1,222,660 SH SOLE 1,222,660 0 0 VORNADO RLTY TR SH BEN INT 929042109 2,275,245 20,807 SH SOLE 20,807 0 0 WAL MART STORES INC COM 931142103 4,486,784 102,790 SH Defined 3 56,680 0 46,110 WAL MART STORES INC COM 931142103 19,465,499 445,945 SH Defined 2 383,615 0 62,330 WAL MART STORES INC COM 931142103 46,017,751 1,054,244 SH SOLE 765,344 0 288,900 WAL MART STORES INC COM 931142103 20,673,775 473,626 SH Defined 1 341,540 0 132,086 WAL MART STORES INC COM 931142103 24,872,643 569,820 SH Defined 5 241,370 0 328,450 WAL MART STORES INC COM 931142103 62,808,160 1,438,904 SH Defined 4 1,363,311 0 75,593 WARNER CHILCOTT LIMITED COM CL A G9435N108 526,525 29,630 SH Defined 2 29,630 0 0 WARNER CHILCOTT LIMITED COM CL A G9435N108 61,581,722 3,465,488 SH SOLE 2,604,346 0 861,142 WARNER CHILCOTT LIMITED COM CL A G9435N108 19,725 1,110 SH Defined 1 1,110 0 0 WASHINGTON POST CO CL B 939640108 10,357,726 12,902 SH SOLE 12,902 0 0 WATSON PHARMACEUTICALS INC COM 942683103 1,330,992 41,080 SH Defined 2 41,080 0 0 WATSON PHARMACEUTICALS INC COM 942683103 6,760,584 208,660 SH SOLE 208,660 0 0 WEATHERFORD INTERNATIONAL LT COM G95089101 925,069 13,770 SH Defined 2 13,770 0 0 WEATHERFORD INTERNATIONAL LT COM G95089101 71,402,263 1,062,850 SH SOLE 1,062,850 0 0 WEATHERFORD INTERNATIONAL LT COM G95089101 24,857 370 SH Defined 1 370 0 0 WELLCARE HEALTH PLANS INC COM 94946T106 4,240,395 40,220 SH Defined 2 40,220 0 0 WELLCARE HEALTH PLANS INC COM 94946T106 21,780,784 206,590 SH SOLE 206,590 0 0 WELLPOINT INC COM 94973V107 17,714,383 224,460 SH Defined 2 224,460 0 0 WELLPOINT INC COM 94973V107 437,539,898 5,544,094 SH SOLE 5,378,434 0 165,660 WELLPOINT INC COM 94973V107 32,926,845 417,218 SH Defined 1 165,538 0 251,680 WELLPOINT INC COM 94973V107 249,387 3,160 SH Defined 4 3,160 0 0 WELLS FARGO & CO NEW COM 949746101 67,227,478 1,887,352 SH SOLE 1,817,002 0 70,350 WELLS FARGO & CO NEW COM 949746101 205,884 5,780 SH Defined 1 5,780 0 0 WESCO INTL INC COM 95082P105 1,906,536 44,400 SH Defined 2 44,400 0 0 WESCO INTL INC COM 95082P105 45,463,541 1,058,769 SH SOLE 1,014,839 0 43,930 WESCO INTL INC COM 95082P105 180,391 4,201 SH Defined 1 4,201 0 0 WESTERN DIGITAL CORP COM 958102105 18,902,140 746,530 SH SOLE 746,530 0 0 WESTERN UN CO COM 959802109 1,451,334 69,210 SH Defined 2 69,210 0 0
MFS 13F REPORT DATE: 09/30/07 PAGE 38
COLUMN 6 COLUMN 8 INVEST- VOTING MENT COLUMN AUTHORITY COLUMN 4 COLUMN 5 DISCRE- 7 (SHARES) COLUMN 1 COLUMN 2 COLUMN 3 MARKET SH/PRN PUT/ TION OTHER (A) (B) (C) ISSUER CLASS CUSIP VALUE AMOUNT SH/PRN CALL TYPE MGRS SOLE* SHARED NONE - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- WESTERN UN CO COM 959802109 60,908,833 2,904,570 SH SOLE 2,904,570 0 0 WESTERN UN CO COM 959802109 38,585 1,840 SH Defined 1 1,840 0 0 WHOLE FOODS MKT INC COM 966837106 18,060,365 368,880 SH SOLE 368,880 0 0 WILLIAMS COS INC DEL COM 969457100 9,703,353 284,890 SH Defined 2 284,890 0 0 WILLIAMS COS INC DEL COM 969457100 477,342,589 14,014,756 SH SOLE 12,598,389 0 1,416,367 WILLIAMS COS INC DEL COM 969457100 826,636 24,270 SH Defined 1 17,000 0 7,270 WILLIAMS COS INC DEL COM 969457100 148,161 4,350 SH Defined 4 4,350 0 0 WINDSTREAM CORP COM 97381W104 511,144 36,200 SH Defined 2 36,200 0 0 WINDSTREAM CORP COM 97381W104 84,401,538 5,977,446 SH SOLE 5,566,282 0 411,164 WMS INDS INC COM 929297109 30,714,086 927,918 SH SOLE 927,918 0 0 WPP GROUP PLC SPON ADR 0905 929309409 32,873,310 487,012 SH SOLE 487,012 0 0 WPP GROUP PLC SPON ADR 0905 929309409 7,166,070 106,164 SH Defined 1 59,964 0 46,200 WUXI PHARMATECH CAYMAN INC SPONS ADR SHS 929352102 15,866,589 562,645 SH SOLE 562,645 0 0 WYETH COM 983024100 20,390,981 457,710 SH Defined 2 457,710 0 0 WYETH COM 983024100 808,148,496 18,140,258 SH SOLE 17,075,519 0 1,064,739 WYETH COM 983024100 53,757,505 1,206,678 SH Defined 1 643,698 0 562,980 WYETH COM 983024100 186,665 4,190 SH Defined 4 4,190 0 0 XCEL ENERGY INC COM 98389B100 49,068,766 2,278,030 SH SOLE 2,096,300 0 181,730 XILINX INC COM 983919101 1,094,822 41,883 SH SOLE 41,883 0 0 XL CAP LTD CL A G98255105 566,280 7,150 SH Defined 2 7,150 0 0 XL CAP LTD CL A G98255105 14,991,689 189,289 SH SOLE 189,289 0 0 XL CAP LTD CL A G98255105 63,360 800 SH Defined 1 800 0 0 XM SATELLITE RADIO HLDGS INC CL A 983759101 476,849 33,652 SH Defined 2 33,652 0 0 XM SATELLITE RADIO HLDGS INC CL A 983759101 492,464 34,754 SH Defined 3 34,754 0 0 XM SATELLITE RADIO HLDGS INC CL A 983759101 2,418,238 170,659 SH SOLE 170,659 0 0 XTO ENERGY INC COM 98385X106 1,468,082 23,740 SH Defined 2 23,740 0 0 XTO ENERGY INC COM 98385X106 97,137,344 1,570,785 SH SOLE 1,550,985 0 19,800 XTO ENERGY INC COM 98385X106 385,882 6,240 SH Defined 1 6,240 0 0 XTO ENERGY INC COM 98385X106 157,074 2,540 SH Defined 4 2,540 0 0 YAHOO INC COM 984332106 12,855,286 478,960 SH SOLE 478,960 0 0 YAHOO INC. COM 984332106 4,683,580 174,500 SH PUT SOLE 174,500 0 0 YAHOO INC. COM 984332106 904,508 33,700 SH PUT Defined 2 33,700 0 0 YAHOO INC. COM 984332106 987,712 36,800 SH PUT Defined 4 36,800 0 0 YUM BRANDS INC COM 988498101 7,740,981 228,820 SH Defined 2 228,820 0 0 YUM BRANDS INC COM 988498101 45,907,175 1,356,996 SH SOLE 1,356,996 0 0 YUM BRANDS INC COM 988498101 201,627 5,960 SH Defined 1 0 0 5,960 ZENITH NATL INS CORP COM 989390109 7,789,762 173,530 SH SOLE 173,530 0 0 ZIMMER HLDGS INC COM 98956P102 43,187,675 533,247 SH SOLE 512,777 0 20,470 ZIMMER HLDGS INC COM 98956P102 332,059 4,100 SH Defined 1 1,650 0 2,450 ZIONS BANCORPORATION COM 989701107 15,137,615 220,440 SH SOLE 220,440 0 0 GRAND TOTAL 82,755,180,232 * Please note a de minimis portion of these shares may have non voting authority.
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