|
JPMorgan Chase & Co.
|
46625H100
|
Common Stocks
|
588,000
|
$27,906,480.00
|
4.57 %
|
|
Target Corporation
|
87612E106
|
Common Stocks
|
318,000
|
$21,767,100.00
|
3.56 %
|
|
Citigroup Inc.
|
172967424
|
Common Stocks
|
483,400
|
$21,385,616.00
|
3.50 %
|
|
Capital One Financial Corporation
|
14040H105
|
Common Stocks
|
364,700
|
$20,040,265.00
|
3.28 %
|
|
Aetna Inc.
|
00817Y108
|
Common Stocks
|
382,200
|
$19,538,064.00
|
3.20 %
|
|
Marathon Petroleum Corporation
|
56585A102
|
Common Stocks
|
217,350
|
$19,474,560.00
|
3.19 %
|
|
Time Warner Cable Inc.
|
88732J207
|
Common Stocks
|
201,100
|
$19,317,666.00
|
3.16 %
|
|
Marathon Oil Corporation
|
565849106
|
Common Stocks
|
557,300
|
$18,792,156.00
|
3.08 %
|
|
LinnCo LLC
|
535782106
|
Common Stocks
|
471,100
|
$18,396,455.00
|
3.01 %
|
|
Plains All American Pipeline, L.P.
|
726503105
|
Common Stocks
|
326,400
|
$18,435,072.00
|
3.01 %
|
|
Validus Holdings, Ltd.
|
G9319H102
|
Common Stocks
|
473,700
|
$17,702,169.00
|
2.90 %
|
|
Access Midstream Partners, L.P.
|
00434L109
|
Common Stocks
|
432,200
|
$17,447,914.00
|
2.85 %
|
|
Phillips 66
|
718546104
|
Common Stocks
|
248,950
|
$17,419,032.00
|
2.85 %
|
|
Teva Pharmaceutical Industries Limited, ADR
|
881624209
|
Common Stocks
|
434,000
|
$17,221,120.00
|
2.82 %
|
|
CVS Caremark Corporation
|
126650100
|
Common Stocks
|
303,800
|
$16,705,962.00
|
2.74 %
|
|
UnitedHealth Group Incorporated
|
91324P102
|
Common Stocks
|
280,200
|
$16,030,242.00
|
2.62 %
|
|
Goldman Sachs Group, Inc. (The)
|
38141G104
|
Common Stocks
|
108,600
|
$15,980,490.00
|
2.62 %
|
|
MarkWest Energy Partners, L.P.
|
570759100
|
Common Stocks
|
259,200
|
$15,746,400.00
|
2.58 %
|
|
Regency Energy Partners LP
|
75885Y107
|
Common Stocks
|
621,663
|
$15,591,308.00
|
2.55 %
|
|
HCA Holdings, Inc.
|
40412C101
|
Common Stocks
|
375,100
|
$15,240,313.00
|
2.50 %
|
|
Dow Chemical Company (The)
|
260543103
|
Common Stocks
|
455,500
|
$14,503,120.00
|
2.38 %
|
|
WellPoint, Inc.
|
94973V107
|
Common Stocks
|
214,100
|
$14,179,843.00
|
2.32 %
|
|
Xerox Corporation
|
984121103
|
Common Stocks
|
1,625,501
|
$13,979,304.00
|
2.29 %
|
|
ACE Limited
|
H0023R105
|
Common Stocks
|
156,600
|
$13,932,702.00
|
2.28 %
|
|
MetLife, Inc.
|
59156R108
|
Common Stocks
|
358,300
|
$13,622,566.00
|
2.23 %
|
|
RenaissanceRe Holdings Ltd.
|
G7496G103
|
Common Stocks
|
138,000
|
$12,694,620.00
|
2.08 %
|
|
Amgen Inc.
|
031162100
|
Common Stocks
|
123,700
|
$12,680,487.00
|
2.08 %
|
|
Kinder Morgan Management, LLC
|
49455U100
|
Common Stocks
|
143,856
|
$12,637,750.00
|
2.07 %
|
|
Lam Research Corporation
|
512807108
|
Common Stocks
|
301,687
|
$12,507,943.00
|
2.05 %
|
|
McKesson Corporation
|
58155Q103
|
Common Stocks
|
112,300
|
$12,123,908.00
|
1.98 %
|
|
Parker Hannifin Corporation
|
701094104
|
Common Stocks
|
123,900
|
$11,346,762.00
|
1.86 %
|
|
Lowe's Companies, Inc.
|
548661107
|
Common Stocks
|
287,900
|
$10,917,168.00
|
1.79 %
|
|
Oracle Corporation
|
68389X105
|
Common Stocks
|
312,100
|
$10,093,314.00
|
1.65 %
|
|
PG&E Corporation
|
69331C108
|
Common Stocks
|
222,900
|
$9,925,737.00
|
1.63 %
|
|
Macy's Inc.
|
55616P104
|
Common Stocks
|
237,300
|
$9,928,632.00
|
1.63 %
|
|
Mosaic Company
|
61945C103
|
Common Stocks
|
151,000
|
$9,001,110.00
|
1.47 %
|
|
SunTrust Banks, Inc.
|
867914103
|
Common Stocks
|
286,800
|
$8,262,708.00
|
1.35 %
|
|
Roche Holdings, Inc. 0.10 %, 5/15/2013
|
77119LSF7 05/15/2013
|
Short-Term Securities
|
7,000,000
|
$6,999,126.00
|
1.14 %
|
|
McCormick & Co. Inc. 0.17 %, 4/1/2013
|
57978CR11 04/01/2013
|
Short-Term Securities
|
6,391,000
|
$6,390,975.00
|
1.05 %
|
|
Toyota Motor Credit Corporation 0.13 %, 6/28/2013
|
892332MN4
|
Short-Term Securities
|
5,922,000
|
$5,922,000.00
|
0.97 %
|
|
Wal-Mart Stores, Inc. 0.08 %, 4/8/2013
|
93114ER82 04/08/2013
|
Short-Term Securities
|
5,000,000
|
$4,999,911.00
|
0.82 %
|
|
Abbott Laboratories 0.13 %, 4/29/2013
|
00282CRV6 04/29/2013
|
Short-Term Securities
|
5,000,000
|
$4,999,476.00
|
0.82 %
|
|
Constellation Brands, Inc.
|
21036P108
|
Common Stocks
|
93,700
|
$4,463,868.00
|
0.73 %
|
|
Corporacion Andina de Fomento 0.07 %, 4/1/2013
|
2198X2R19 04/01/2013
|
Short-Term Securities
|
3,693,000
|
$3,692,989.00
|
0.60 %
|
|
Prudential Funding LLC (GTD by Prudential Financial Inc.) 0.09 %, 4/1/2013
|
74433GR16 04/01/2013
|
Short-Term Securities
|
3,000,000
|
$2,999,993.00
|
0.49 %
|
|
General Dynamics Corporation
|
369550108
|
Common Stocks
|
31,500
|
$2,221,065.00
|
0.36 %
|
|
Overseas Private Investment Corporation 0.15 %, 4/3/2013
|
690353UW5 03/15/2032
|
Short-Term Securities
|
1,876,615
|
$1,876,615.00
|
0.31 %
|