S T A T E   O F   A R I Z O N A

S T A T E   T R E A S U R E R ' S   O F F I C E

 

W A T E R M A R K   I N V E N T O R Y

 

INVESTMENTS OUTSTANDING AS OF 3/31/07  (SETTLEMENT BASIS)

CARRY-BASIS IS BOOK-VALUE AMORTIZED THROUGH 3/31/07

 

LGIP (5)

 

 

==============================================================================================================================================

 Pos#   Sec-Id     Description      RATE  Maturity  YIELD MOO  S&P  POSITION-SIZE  #   PRICE   $  CARRY-BASIS    MARKET-VALUE  * $-ABOVE/BELOW

------ -------- ------------------ ------ -------- ------ ---- ---- -------------- - --------- - -------------- -------------- - -------------

 

                                                 TRI-PARTY REPO-TSY COLLAT (   7)

                                                 --------------------------------

 57444 TPCG0420 CITIGROUP GLOBAL M  5.200  4/02/07  5.200 Aaa  AAA   38,000,000.00   100.00000 2  38,000,000.00  38,000,000.00               

                                                   ======           --------------               -------------- --------------   -------------

                                                    5.200            38,000,000.00                38,000,000.00  38,000,000.00               

 

    1 ITEM IN SUBTOTAL FOR:   TRI-PARTY REPO-TSY COLLATERAL    (TYPE    7)

 

 

                                                 AGENCY NOTES-VAR (30/360) (   8)

                                                 --------------------------------

 51919 3128X4XS FHLMC Float Monthl  4.600  6/28/07  4.600 Aaa  AAA   20,000,000.00    99.97100 2  20,000,000.00  19,994,200.00       -5,800.00

 51734 3133XBK5 FHLB Float Monthly  4.275  4/27/07  4.443 Aaa  AAA   10,000,000.00    99.97600 2   9,997,664.67   9,997,600.00          -64.67

                                                   ======           --------------               -------------- --------------   -------------

                                                    4.548            30,000,000.00                29,997,664.67  29,991,800.00       -5,864.67

 

    2 ITEMS IN SUBTOTAL FOR:  AGENCY NOTES-VAR (30/360) 12X    (TYPE    8)

 

 

                                                 U.S. TREASURY BILLS       (  11)

                                                 --------------------------------

 56661 912795ZE U.S. TREASURY BILL  5.015  5/03/07  5.081 Aaa  AAA   25,000,000.00    99.55422 2  24,888,555.55  24,888,555.50               

                                                   ======           --------------               -------------- --------------   -------------

                                                    5.081            25,000,000.00                24,888,555.55  24,888,555.50               

 

    1 ITEM IN SUBTOTAL FOR:   U.S. TREASURY BILLS              (TYPE   11)

 

 

                                                 U.S. TREASURY NOTES & BON (  12)

                                                 --------------------------------

 57178 912828ER U S TREASURY NOTE   4.375 12/31/07  5.013 Aaa  AAA   10,000,000.00    99.53900 2   9,953,151.30   9,953,900.00          748.70

 56650 912828FJ U S TREASURY NOTE   5.125  6/30/08  5.052 Aaa  AAA   10,000,000.00   100.35938 2  10,008,268.86  10,035,937.50       27,668.64

 56656 912828FM U S TREASURY NOTE   5.000  7/31/08  5.046 Aaa  AAA   10,000,000.00   100.26563 2   9,994,098.57  10,026,562.50       32,463.93

                                                   ======           --------------               -------------- --------------   -------------

                                                    5.037            30,000,000.00                29,955,518.73  30,016,400.00       60,881.27

 

    3 ITEMS IN SUBTOTAL FOR:  U.S. TREASURY NOTES & BONDS      (TYPE   12)

 

 

 

S T A T E   O F   A R I Z O N A

S T A T E   T R E A S U R E R ' S   O F F I C E

 

W A T E R M A R K   I N V E N T O R Y

 

INVESTMENTS OUTSTANDING AS OF 3/31/07  (SETTLEMENT BASIS)

CARRY-BASIS IS BOOK-VALUE AMORTIZED THROUGH 3/31/07

 

LGIP (5)

 

 

==============================================================================================================================================

 Pos#   Sec-Id     Description      RATE  Maturity  YIELD MOO  S&P  POSITION-SIZE  #   PRICE   $  CARRY-BASIS    MARKET-VALUE  * $-ABOVE/BELOW

------ -------- ------------------ ------ -------- ------ ---- ---- -------------- - --------- - -------------- -------------- - -------------

 

                                                 AGENCY MTN (30/360) 2X    (  21)

                                                 --------------------------------

 57365 3133XBLJ FHLB                4.020  4/20/07  5.417 Aaa  AAA   20,000,000.00    99.93750 2  19,984,958.33  19,987,500.00        2,541.67

                                                   ======           --------------               -------------- --------------   -------------

                                                    5.417            20,000,000.00                19,984,958.33  19,987,500.00        2,541.67

 

    1 ITEM IN SUBTOTAL FOR:   AGENCY MTN (30/360) 2X           (TYPE   21)

 

 

                                                 AGENCY STEP UP NOTE (30/3 (  22)

                                                 --------------------------------

 49622 3128X4BS FHLMC Step Cpn      4.550  6/15/07  4.550 Aaa  AAA    5,800,000.00    99.84700 2   5,800,000.00   5,791,126.00       -8,874.00

                                                   ======           --------------               -------------- --------------   -------------

                                                    4.550             5,800,000.00                 5,800,000.00   5,791,126.00       -8,874.00

 

    1 ITEM IN SUBTOTAL FOR:   AGENCY STEP UP NOTE (30/360) 2X  (TYPE   22)

 

 

                                                 AGENCY NOTES (30/360) 2X  (  23)

                                                 --------------------------------

 46982 3128X3H5 FHLMC               3.250 11/02/07  3.290 Aaa  AAA   10,000,000.00    98.87700 2   9,997,781.28   9,887,700.00     -110,081.28

 54753 3128X47H FHLMC               5.375  5/22/08  5.444 Aaa  AAA   20,000,000.00   100.04000 2  19,983,946.48  20,008,000.00       24,053.52

 55343 3128X4F4 FHLMC               5.000  2/08/08  5.255 Aaa  AAA   24,800,000.00    99.90625 2  24,747,170.30  24,776,750.00       29,579.70

 56889 3128X5D5 FHLMC               5.500  2/13/09  5.500 Aaa  AAA   15,000,000.00    99.99800 2  15,000,000.00  14,999,700.00         -300.00

 56517 31331XMF FFCB                5.300  1/26/09  5.300 Aaa  AAA   15,000,000.00   100.00000 2  15,000,000.00  15,000,000.00               

 46997 3133X95S FHLB                3.350 11/16/07  3.350 Aaa  AAA    4,575,000.00    98.87500 2   4,575,000.00   4,523,531.25      -51,468.75

 52246 3133XDGL FHLB                4.250  4/16/07  4.802 Aaa  AAA   10,000,000.00    99.96875 2   9,997,797.30   9,996,875.00         -922.30

 54733 3133XFSX FHLB                5.500  6/13/08  5.495 Aaa  AAA   20,000,000.00   100.06250 2  20,000,000.00  20,012,500.00       12,500.00

 54398 3133XFUS FHLB                5.250  6/08/07  5.577 Aaa  AAA   20,000,000.00   100.00000 2  19,988,041.23  20,000,000.00       11,958.77

 54399 3133XFWQ FHLB                5.250  6/18/07  5.570 Aaa  AAA   20,000,000.00   100.00000 2  19,986,604.55  20,000,000.00       13,395.45

 54750 3133XFWQ FHLB                5.250  6/18/07  5.366 Aaa  AAA   27,245,000.00   100.00000 2  27,237,916.30  27,245,000.00        7,083.70

 57221 3133XKA7 FHLB                5.500  3/19/09  5.500 Aaa  AAA   25,000,000.00   100.00000 2  25,000,000.00  25,000,000.00               

 54996 31359MF3 FNMA                5.000  7/25/08  5.220 Aaa  AAA   15,000,000.00   100.03125 2  14,958,318.04  15,004,687.50       46,369.46

 56099 31359MU9 FNMA                5.400  2/01/08  5.166 Aaa  AAA   20,000,000.00   100.21875 2  20,036,874.94  20,043,750.00        6,875.06

 55022 31359MX4 FNMA                5.000  9/15/08  5.047 Aaa  AAA   10,000,000.00   100.09375 2   9,993,583.58  10,009,375.00       15,791.42

 53294 3136F7ZH FNMA                5.350  5/08/08  5.350 Aaa  AAA   20,000,000.00   100.03125 2  20,000,000.00  20,006,250.00        6,250.00

                                                   ======           --------------               -------------- --------------   -------------

                                                    5.253           276,620,000.00               276,503,034.00 276,514,118.75       11,084.75

 

   16 ITEMS IN SUBTOTAL FOR:  AGENCY NOTES (30/360) 2X         (TYPE   23)

 

 

 

S T A T E   O F   A R I Z O N A

S T A T E   T R E A S U R E R ' S   O F F I C E

 

W A T E R M A R K   I N V E N T O R Y

 

INVESTMENTS OUTSTANDING AS OF 3/31/07  (SETTLEMENT BASIS)

CARRY-BASIS IS BOOK-VALUE AMORTIZED THROUGH 3/31/07

 

LGIP (5)

 

 

==============================================================================================================================================

 Pos#   Sec-Id     Description      RATE  Maturity  YIELD MOO  S&P  POSITION-SIZE  #   PRICE   $  CARRY-BASIS    MARKET-VALUE  * $-ABOVE/BELOW

------ -------- ------------------ ------ -------- ------ ---- ---- -------------- - --------- - -------------- -------------- - -------------

 

                                                 AGENCY NOTES-VAR (30/360) (  25)

                                                 --------------------------------

 52740 3133XCZL FHLB Float Qrtly    4.525  9/14/07  4.803 Aaa  AAA   10,000,000.00   100.00500 2   9,987,669.42  10,000,500.00       12,830.58

                                                   ======           --------------               -------------- --------------   -------------

                                                    4.803            10,000,000.00                 9,987,669.42  10,000,500.00       12,830.58

 

    1 ITEM IN SUBTOTAL FOR:   AGENCY NOTES-VAR (30/360) 4X     (TYPE   25)

 

 

                                                 AGENCY NOTES (30/360) @ M (  28)

                                                 --------------------------------

 56908 3133XJYH FHLB                5.400  3/17/08  5.400 Aaa  AAA   25,000,000.00   100.03125 2  25,000,000.00  25,007,812.50        7,812.50

                                                   ======           --------------               -------------- --------------   -------------

                                                    5.400            25,000,000.00                25,000,000.00  25,007,812.50        7,812.50

 

    1 ITEM IN SUBTOTAL FOR:   AGENCY NOTES (30/360) @ MATURITY (TYPE   28)

 

 

                                                 AGENCY NOTE-VAR (30/360)  (  29)

                                                 --------------------------------

 35123 31339XVW FHLB Step Cpn       3.750  6/26/08  3.770 Aaa  AAA   25,000,000.00    99.53125 2  24,994,201.56  24,882,812.50     -111,389.06

                                                   ======           --------------               -------------- --------------   -------------

                                                    3.770            25,000,000.00                24,994,201.56  24,882,812.50     -111,389.06

 

    1 ITEM IN SUBTOTAL FOR:   AGENCY NOTE-VAR (30/360) 2X      (TYPE   29)

 

 

                                                 AGENCY DISCOUNT NOTES     (  35)

                                                 --------------------------------

 57360 313384EP FHLB DISCOUNT       5.160  4/20/07  5.178 P-1  A-1+  22,662,000.00    99.72767 2  22,600,283.82  22,600,283.90               

 56600 313396EK FHLMC DISCOUNT      5.135  4/16/07  5.195 P-1  A-1+  15,650,000.00    99.78604 2  15,616,515.52  15,616,515.57               

 56470 313396GN FHLMC DISCOUNT      5.090  6/06/07  5.197 P-1  A-1+  25,000,000.00    99.06683 2  24,766,708.33  24,766,708.25               

 57192 313396GT FHLMC DISCOUNT      5.145  6/11/07  5.213 P-1  A-1+  30,000,000.00    98.98529 2  29,695,587.50  29,695,587.60               

 57341 313396HA FHLMC DISCOUNT      5.130  6/18/07  5.192 P-1  A-1+  16,000,000.00    98.88850 2  15,822,160.00  15,822,160.00               

 57187 313396LN FHLMC DISCOUNT      5.070  9/10/07  5.203 P-1  A-1+  25,000,000.00    97.71850 2  24,429,625.00  24,429,625.00                

 55226 313588DX FNMA DISCOUNT       5.030  4/04/07  5.161 P-1  A-1+  48,000,000.00    99.95808 2  47,979,880.00  47,979,880.32               

 56436 313588FJ FNMA DISCOUNT       5.108  5/09/07  5.196 P-1  A-1+  25,000,000.00    99.46082 2  24,865,205.56  24,865,205.50               

 

 

 

S T A T E   O F   A R I Z O N A

S T A T E   T R E A S U R E R ' S   O F F I C E

 

W A T E R M A R K   I N V E N T O R Y

 

INVESTMENTS OUTSTANDING AS OF 3/31/07  (SETTLEMENT BASIS)

CARRY-BASIS IS BOOK-VALUE AMORTIZED THROUGH 3/31/07

 

LGIP (5)

 

 

==============================================================================================================================================

 Pos#   Sec-Id     Description      RATE  Maturity  YIELD MOO  S&P  POSITION-SIZE  #   PRICE   $  CARRY-BASIS    MARKET-VALUE  * $-ABOVE/BELOW

------ -------- ------------------ ------ -------- ------ ---- ---- -------------- - --------- - -------------- -------------- - -------------

 56604 313588FQ FNMA DISCOUNT       5.110  5/15/07  5.191 P-1  A-1+  25,000,000.00    99.37544 2  24,843,861.11  24,843,861.00               

 56434 313588FR FNMA DISCOUNT       5.105  5/16/07  5.198 P-1  A-1+  26,843,000.00    99.36188 2  26,671,708.11  26,671,708.11                

 57237 313588GV FNMA DISCOUNT       5.135  6/13/07  5.203 P-1  A-1+  43,050,000.00    98.95874 2  42,601,735.90  42,601,735.85               

                                                   ======           --------------               -------------- --------------   -------------

                                                    5.192           302,205,000.00               299,893,270.85 299,893,271.10               

 

   11 ITEMS IN SUBTOTAL FOR:  AGENCY DISCOUNT NOTES            (TYPE   35)

 

 

                                                 CORPORATE NOTES-VAR (ACT/ (  52)

                                                 --------------------------------

 35864 00878833 MERIDIAN FUNDING C  5.675  6/09/08  5.792 Aaa  AAA    4,166,667.11   100.00000 2   4,158,712.03   4,166,667.11        7,955.08

 56926 02666QZD AMERICAN HONDA FIN  5.320  2/20/08  5.335 Aa3  A+    40,000,000.00    99.95500 2  40,000,000.00  39,982,000.00      -18,000.00

 44723 172967CL CITIGROUP INC Floa  5.408  6/04/07  5.347 Aa1  AA-   10,000,000.00   100.01200 2  10,000,000.00  10,001,200.00        1,200.00

 46950 172967CR CITIGROUP INC Floa  5.420 11/01/07  5.441 Aa1  AA-   10,000,000.00   100.06900 2  10,000,000.00  10,006,900.00        6,900.00

 53159 20825CAL CONNOCOPHILLIPS Fl  5.360  4/11/07  5.360 A1   A-    15,000,000.00   100.00000 2  15,000,000.00  15,000,000.00               

 47135 22237LPN COUNTRYWIDE HOME L  5.610 11/16/07  5.631 A3   A     10,000,000.00   100.08700 2  10,000,000.00  10,008,700.00        8,700.00

 52733 24422EPZ JOHN DEERE CAPITAL  5.410  4/15/08  5.410 A2   A     20,000,000.00   100.04200 2  20,000,000.00  20,008,400.00        8,400.00

 57071 24422EQE JOHN DEERE CAP Flo  5.400  9/01/09  5.391 A2   A     25,000,000.00    99.99200 2  25,000,000.00  24,998,000.00       -2,000.00

 57189 36962G2H GENERAL ELECTRIC C  5.370  3/12/10  5.358 Aaa  AAA   35,000,000.00    99.89600 2  35,000,000.00  34,963,600.00      -36,400.00

 44991 36962GJ5 GENERAL ELECTRIC C  5.490  6/22/07  5.371 Aaa  AAA   10,000,000.00   100.02900 2  10,000,000.00  10,002,900.00        2,900.00

 48455 36962GP4 GENERAL ELEC CAP C  5.388  3/04/08  5.363 Aaa  AAA   15,000,000.00   100.09000 2  15,000,000.00  15,013,500.00       13,500.00

 55469 36962GP4 GENERAL ELECTRIC C  5.388  3/04/08  5.315 Aaa  AAA   14,950,000.00   100.09000 2  14,957,942.06  14,963,455.00        5,512.94

 45267 38141EJP GOLDMAN SACHS GROU  5.485  7/02/07  5.485 Aa3  AA-   10,000,000.00   100.03800 2  10,000,000.00  10,003,800.00        3,800.00

 49846 45920QEU IBM CORP Float Qrt  5.350  6/28/07  5.234 A1   A+    20,000,000.00   100.01563 2  20,000,000.00  20,003,125.00        3,125.00

 56009 52517PQ4 LEHMAN BROTHERS HO  5.400 12/23/08  5.385 A1   A+    25,000,000.00    99.96875 2  25,000,000.00  24,992,187.50       -7,812.50

 48463 617446YC MORGAN STANLEY Flo  5.485  1/18/08  5.455 Aa3  A+    10,000,000.00   100.08900 2  10,002,317.02  10,008,900.00        6,582.98

                                                   ======           --------------               -------------- --------------   -------------

                                                    5.381           274,116,667.11               274,118,971.11 274,123,334.61        4,363.50

 

   16 ITEMS IN SUBTOTAL FOR:  CORPORATE NOTES-VAR (ACT/360)4X  (TYPE   52)

 

 

                                                 COMMERCIAL PAPER          (  53)

                                                 --------------------------------

 57331 0075N3R2 ADVANTAGE ASSET     5.310  4/02/07  5.315 P-1  A-1    1,523,000.00    99.98525 2   1,522,775.36   1,522,775.36               

 57164 0454E3R9 ASSET ONE SECURITI  5.275  4/09/07  5.300 NR   A-1   15,838,000.00    99.88278 2  15,819,434.34  15,819,434.38               

 57131 0454E3RC ASSET ONE SECURITI  5.275  4/12/07  5.304 NR   A-1   19,380,000.00    99.83882 2  19,348,763.21  19,348,763.12               

 

 

 

S T A T E   O F   A R I Z O N A

S T A T E   T R E A S U R E R ' S   O F F I C E

 

W A T E R M A R K   I N V E N T O R Y

 

INVESTMENTS OUTSTANDING AS OF 3/31/07  (SETTLEMENT BASIS)

CARRY-BASIS IS BOOK-VALUE AMORTIZED THROUGH 3/31/07

 

LGIP (5)

 

 

==============================================================================================================================================

 Pos#   Sec-Id     Description      RATE  Maturity  YIELD MOO  S&P  POSITION-SIZE  #   PRICE   $  CARRY-BASIS    MARKET-VALUE  * $-ABOVE/BELOW

------ -------- ------------------ ------ -------- ------ ---- ---- -------------- - --------- - -------------- -------------- - -------------

 57201 0454E3RD ASSET ONE SECURITI  5.290  4/13/07  5.314 NR   A-1    4,895,000.00    99.82367 2   4,886,368.49   4,886,368.50               

 57330 0454E3RG ASSET ONE SECURITI  5.285  4/16/07  5.301 NR   A-1   30,937,000.00    99.77979 2  30,868,874.15  30,868,874.25               

 57402 04821URW ATLANTIC ASSET SEC  5.300  4/30/07  5.325 P-1  A-1    3,392,000.00    99.57306 2   3,377,518.04   3,377,518.03               

 57404 36959JR4 GENERAL ELECTRIC C  5.350  4/04/07  5.355 P-1  A-1+   2,750,000.00    99.95542 2   2,748,773.96   2,748,773.97               

 56598 36959JRG GENERAL ELECTRIC C  5.190  4/16/07  5.251 P-1  A-1+  15,000,000.00    99.78375 2  14,967,562.50  14,967,562.50                

 56526 64072MRG NEPTUNE FUNDING CO  5.260  4/16/07  5.328 P-1  A-1   15,000,000.00    99.77979 2  14,967,125.00  14,966,968.80         -156.20

 56991 64072MRG NEPTUNE FUNDING CO  5.285  4/16/07  5.326 P-1  A-1    7,982,000.00    99.77979 2   7,964,422.97   7,964,423.00               

 56757 64072MRP NEPTUNE FUNDING CO  5.265  4/23/07  5.325 P-1  A-1   45,000,000.00    99.67825 2  44,855,212.50  44,855,212.50               

 56741 64072MS4 NEPTUNE FUNDING CO  5.265  5/04/07  5.336 P-1  A-1   30,396,000.00    99.51738 2  30,249,301.31  30,249,301.30               

 57029 64072MSW NEPTUNE FUNDING CO  5.260  5/30/07  5.332 P-1  A-1   40,000,000.00    99.13794 2  39,655,177.79  39,655,177.60               

 57358 70017FR3 PARK AVE REC        5.280  4/03/07  5.285 P-1  A-1   14,000,000.00    99.97067 2  13,995,893.33  13,995,893.38               

 56850 70050FGC PARK GRANADA LLC    5.265  4/10/07  5.308 P-1  A-1+  90,000,000.00    99.86838 2  89,881,537.50  89,881,537.50               

 57378 70050FPW PARK GRANADA LLC    5.260  5/29/07  5.308 P-1  A-1+   1,000,000.00    99.15256 2     991,525.55     991,525.55               

 56778 88602URD THUNDER BAY FUNDIN  5.250  4/13/07  5.300 P-1  A-1   20,000,000.00    99.82500 2  19,965,000.00  19,965,000.00               

 56767 9026X1T6 UBS AMERICAS INC    5.220  6/06/07  5.312 P-1  A-1+  30,000,000.00    99.04300 2  29,712,900.00  29,712,900.00               

                                                   ======           --------------               -------------- --------------   -------------

                                                    5.312           387,093,000.00               385,778,166.00 385,778,009.74         -156.20

 

   18 ITEMS IN SUBTOTAL FOR:  COMMERCIAL PAPER                 (TYPE   53)

 

 

                                                 CORPORATE MTN-VAR (ACT/36 (  57)

                                                 --------------------------------

 55889 36962GT6 GENERAL ELECTRIC C  5.360 12/12/08  5.313 Aaa  AAA   30,000,000.00   100.00300 2  30,019,548.74  30,000,900.00      -18,648.74

                                                   ======           --------------               -------------- --------------   -------------

                                                    5.313            30,000,000.00                30,019,548.74  30,000,900.00      -18,648.74

 

    1 ITEM IN SUBTOTAL FOR:   CORPORATE MTN-VAR (ACT/360) 12X  (TYPE   57)

 

 

                                                 CORPORATE MTN-VAR (ACT/36 (  58)

                                                 --------------------------------

 55443 02666QYR AMERICAN HONDA FIN  5.330 10/30/07  5.330 Aa3  A+    25,000,000.00    99.97800 2  25,000,000.00  24,994,500.00       -5,500.00

 56737 02666QZA AMERICAN HONDA FIN  5.350  8/05/08  5.343 Aa3  A+    40,000,000.00   100.00900 2  40,000,000.00  40,003,600.00        3,600.00

 46914 59018YUN MERRILL LYNCH & CO  5.485 10/19/07  5.487 NR   AA-   15,000,000.00   100.08500 2  14,999,863.96  15,012,750.00       12,886.04

 48503 949746JP WELLS FARGO COMPAN  5.380  3/10/08  5.355 Aa1  AA+    8,000,000.00   100.04600 2   8,000,000.00   8,003,680.00        3,680.00

 48583 949746JP WELLS FARGO COMPAN  5.380  3/10/08  5.351 Aa1  AA+    6,650,000.00   100.04600 2   6,650,310.21   6,653,059.00        2,748.79

                                                   ======           --------------               -------------- --------------   -------------

                                                    5.364            94,650,000.00                94,650,174.17  94,667,589.00       17,414.83

 

    5 ITEMS IN SUBTOTAL FOR:  CORPORATE MTN-VAR (ACT/360) 4X   (TYPE   58)

 

 

 

S T A T E   O F   A R I Z O N A

S T A T E   T R E A S U R E R ' S   O F F I C E

 

W A T E R M A R K   I N V E N T O R Y

 

INVESTMENTS OUTSTANDING AS OF 3/31/07  (SETTLEMENT BASIS)

CARRY-BASIS IS BOOK-VALUE AMORTIZED THROUGH 3/31/07

 

LGIP (5)

 

 

 

==============================================================================================================================================

 Pos#   Sec-Id     Description      RATE  Maturity  YIELD MOO  S&P  POSITION-SIZE  #   PRICE   $  CARRY-BASIS    MARKET-VALUE  * $-ABOVE/BELOW

------ -------- ------------------ ------ -------- ------ ---- ---- -------------- - --------- - -------------- -------------- - -------------

 

                                                 ASSET BACKED COMMERCIAL P ( 135)

                                                 --------------------------------

 57004 04529UR5 ASPEN FUNDING CORP  5.265  4/05/07  5.297 P-1  A-1+   8,353,000.00    99.94150 2   8,348,113.49   8,348,113.50               

 56498 04529URK ASPEN FUNDING CORP  5.240  4/19/07  5.311 P-1  A-1+  25,000,000.00    99.73800 2  24,934,500.00  24,934,500.00               

 56798 06945MR9 BARTON CAPITAL LLC  5.250  4/09/07  5.297 P-1  A-1+   5,541,000.00    99.88333 2   5,534,535.50   5,534,535.48               

 57225 09151SRC BISHOPS GATE RESID  5.285  4/12/07  5.308 P-1  A-1   22,000,000.00    99.83851 2  21,964,473.06  21,964,473.08               

 57278 09151SRP BISHOPS GATE RESID  5.300  4/23/07  5.327 P-1  A-1   13,500,000.00    99.67611 2  13,456,275.00  13,456,274.99               

 57328 09151SRS BISHOPS GATE RESID  5.305  4/26/07  5.329 P-1  A-1   10,000,000.00    99.63056 2   9,963,159.73   9,963,055.60         -104.13

 57353 09151SRS BISHOPS GATE RESID  5.320  4/26/07  5.344 P-1  A-1   10,500,000.00    99.63056 2  10,461,208.33  10,461,208.38                

 57235 10487HB2 BRAHMS FUNDING COR  5.280  5/14/07  5.328 P-1  A-1   20,000,000.00    99.36933 2  19,873,866.66  19,873,866.60               

 57416 10487HE7 BRAHMS FUNDING COR  5.270  6/01/07  5.320 P-1  A-1   15,000,000.00    99.10703 2  14,866,054.17  14,866,054.20               

 56863 10487HYQ BRAHMS FUNDING COR  5.280  4/18/07  5.329 P-1  A-1   80,000,000.00    99.75067 2  79,800,533.33  79,800,533.60               

 57160 10487HZV BRAHMS FUNDING COR  5.265  5/04/07  5.309 P-1  A-1   20,000,000.00    99.51738 2  19,903,475.00  19,903,475.00               

 57229 2284K1RG CROWN POINT CAPITA  5.290  4/16/07  5.316 P-1  A-1    4,216,000.00    99.77958 2   4,206,707.23   4,206,707.22               

 56586 2338F1RQ DAIMLERCHRYS REV A  5.240  4/24/07  5.310 P-1  A-1+  10,000,000.00    99.66522 2   9,966,522.22   9,966,522.20               

 57026 2338G1RP DAIMLERCHRYS REV A  5.260  4/23/07  5.303 P-1  A-1+   1,000,000.00    99.67856 2     996,785.56     996,785.56               

 57090 3686M1R5 GEMINI SEC CORP     5.265  4/05/07  5.292 P-1  A-1+  16,000,000.00    99.94150 2  15,990,640.00  15,990,640.00               

 56577 3686M1RP GEMINI SEC CORP     5.240  4/23/07  5.310 P-1  A-1+  21,250,000.00    99.67978 2  21,181,952.78  21,181,952.82               

 56499 38362WRH GOVCO INCORPORATED  5.240  4/17/07  5.310 P-1  A-1+  28,750,000.00    99.76711 2  28,683,044.44  28,683,044.41               

 55228 39789MR2 GREYHAWK FUNDING L  5.165  4/02/07  5.302 P-1  A-1+  50,000,000.00    99.98539 2  49,992,826.39  49,992,694.50         -131.89

 57006 39789MR3 GREYHAWK FUNDING L  5.265  4/03/07  5.295 P-1  A-1+  15,000,000.00    99.97075 2  14,995,612.50  14,995,612.50               

 56467 39789MRC GREYHAWK FUNDING L  5.240  4/12/07  5.310 P-1  A-1+  25,000,000.00    99.83989 2  24,959,972.22  24,959,972.25               

 56584 39789MRQ GREYHAWK FUNDING L  5.250  4/24/07  5.320 P-1  A-1+  20,000,000.00    99.66458 2  19,932,916.67  19,932,916.60               

 57044 39789MT4 GREYHAWK FUNDING L  5.235  6/04/07  5.310 P-1  A-1+  20,000,000.00    99.06933 2  19,813,866.66  19,813,866.60               

 56933 49833MRG KITTY HAWK FUNDING  5.250  4/16/07  5.292 P-1  A-1+  18,478,000.00    99.77917 2  18,437,579.37  18,437,194.48         -384.89

 56934 49833MRG KITTY HAWK FUNDING  5.250  4/16/07  5.292 P-1  A-1+  12,267,000.00    99.77917 2  12,240,165.94  12,239,910.42         -255.52

 57354 49833MRG KITTY HAWK FUNDING  5.300  4/16/07  5.316 P-1  A-1+   8,871,000.00    99.77917 2   8,851,409.87   8,851,409.90               

 57363 53127URG LIBERTY STREET FDG  5.280  4/16/07  5.296 P-1  A-1   17,451,000.00    99.78000 2  17,412,607.80  17,412,607.80               

 56957 53127USE LIBERTY STREET FDG  5.235  5/14/07  5.298 P-1  A-1    8,800,000.00    99.37471 2   8,744,974.33   8,744,974.30               

 57336 53974UR3 LOCKHART FUNDING    5.320  4/03/07  5.326 P-1  A-1   59,564,000.00    99.97044 2  59,546,395.53  59,546,395.26               

 57387 53974UR5 LOCKHART FUNDING    5.350  4/05/07  5.356 P-1  A-1    2,876,000.00    99.94056 2   2,874,290.38   2,874,290.39               

 56858 53974USF LOCKHART FUNDING    5.250  5/15/07  5.321 P-1  A-1   20,000,000.00    99.35833 2  19,871,666.67  19,871,666.60               

 57334 6191F0M7 MITTEN GMAC MORTGA  5.315  4/12/07  5.328 P-1  A-1+  45,000,000.00    99.83760 2  44,926,918.76  44,926,918.65               

 57335 6191F0M8 MITTEN GMAC MORTGA  5.315  4/10/07  5.327 P-1  A-1+  50,000,000.00    99.86713 2  49,933,562.51  49,933,562.50               

 57379 65184UR4 NEWPORT FUNDING     5.300  4/04/07  5.305 P-1  A-1+  10,000,000.00    99.95583 2   9,995,583.33   9,995,583.30               

 56951 67983URD OLD LINE FUNDING L  5.255  4/13/07  5.294 P-1  A-1+   1,206,000.00    99.82500 2   1,203,887.49   1,203,889.50            2.01

 57128 67983URD OLD LINE FUNDING L  5.250  4/13/07  5.279 P-1  A-1+   6,413,000.00    99.82500 2   6,401,777.25   6,401,777.25               

 

 

 

S T A T E   O F   A R I Z O N A

S T A T E   T R E A S U R E R ' S   O F F I C E

 

W A T E R M A R K   I N V E N T O R Y

 

INVESTMENTS OUTSTANDING AS OF 3/31/07  (SETTLEMENT BASIS)

CARRY-BASIS IS BOOK-VALUE AMORTIZED THROUGH 3/31/07

 

LGIP (5)

 

 

==============================================================================================================================================

 Pos#   Sec-Id     Description      RATE  Maturity  YIELD MOO  S&P  POSITION-SIZE  #   PRICE   $  CARRY-BASIS    MARKET-VALUE  * $-ABOVE/BELOW

------ -------- ------------------ ------ -------- ------ ---- ---- -------------- - --------- - -------------- -------------- - -------------

 57093 7528A3RB RANGER FUNDING CO   5.250  4/11/07  5.282 P-1  A-1+  60,000,000.00    99.85417 2  59,912,500.00  59,912,500.20               

 57412 82124MR2 SHEFFIELD RECEIVAB  5.260  5/25/07  5.304 P-1  A-1+  30,000,000.00    99.21100 2  29,763,300.00  29,763,300.00               

 57391 82124MRB SHEFFIELD RECEIVAB  5.300  4/11/07  5.311 P-1  A-1+  46,459,000.00    99.85278 2  46,390,602.03  46,390,602.13