-----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, UHtk5DGjdqBrzqJ2lyVmkAP9ZW25Z5uN/4oqRZnofCYsMJJkasU6lm2fbFtPZar8 yhwhPZhcZ7dHhtX83MXChg== 0000950156-08-000070.txt : 20080214 0000950156-08-000070.hdr.sgml : 20080214 20080214151210 ACCESSION NUMBER: 0000950156-08-000070 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20071231 FILED AS OF DATE: 20080214 DATE AS OF CHANGE: 20080214 EFFECTIVENESS DATE: 20080214 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: 08614158 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 d69300_mfs-13f.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: 12/31/07 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: /s/ ERICA BLAKE Boston, MA 02/11/08 - ------------------------------- ------------------------ ---------- [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: 1,566 Form 13F Information Table Value Total: 79,118,441,881. --------------- (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 12/31/2007 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 217,417,602 2,578,482 SH SOLE 2,229,962 0 348,520 3M CO COM 88579Y101 9,825,557 116,527 SH DEFINED 3 65,980 0 50,547 3M CO COM 88579Y101 45,091,806 534,770 SH DEFINED 2 460,420 0 74,350 3M CO COM 88579Y101 68,258,052 809,512 SH DEFINED 1 411,149 0 398,363 3M CO COM 88579Y101 55,353,550 656,470 SH DEFINED 5 287,770 0 368,700 3M CO COM 88579Y101 137,132,652 1,626,336 SH DEFINED 4 1,509,211 0 117,125 99 CENTS ONLY STORES COM 65440K106 22,926,312 2,880,190 SH SOLE 2,880,190 0 0 ABB LTD SPONSORED ADR 000375204 1,526,112 52,990 SH SOLE 52,990 0 0 ABBOTT LABS COM 002824100 329,398,528 5,866,403 SH SOLE 5,726,603 0 139,800 ABBOTT LABS COM 002824100 5,389,839 95,990 SH DEFINED 2 95,990 0 0 ABBOTT LABS COM 002824100 19,843,242 353,397 SH DEFINED 1 184,367 0 169,030 ABBOTT LABS COM 002824100 203,825 3,630 SH DEFINED 4 3,630 0 0 ABERCROMBIE & FITCH CO CL A 002896207 2,081,299 26,026 SH SOLE 26,026 0 0 ABERCROMBIE & FITCH CO CL A 002896207 19,753 247 SH DEFINED 1 247 0 0 ABIOMED INC COM 003654100 17,998,428 1,158,200 SH SOLE 1,158,200 0 0 ABITIBIBOWATER INC COM 003687100 16,984,516 824,091 SH SOLE 742,800 0 81,291 ACCENTURE LTD BERMUDA CL A G1150G111 233,028,132 6,467,614 SH SOLE 6,079,694 0 387,920 ACCENTURE LTD BERMUDA CL A G1150G111 3,607,684 100,130 SH DEFINED 3 56,660 0 43,470 ACCENTURE LTD BERMUDA CL A G1150G111 27,046,316 750,661 SH DEFINED 2 686,721 0 63,940 ACCENTURE LTD BERMUDA CL A G1150G111 62,237,537 1,727,381 SH DEFINED 1 887,458 0 839,923 ACCENTURE LTD BERMUDA CL A G1150G111 1,786,728 49,590 SH DEFINED 6 49,590 0 0 ACCENTURE LTD BERMUDA CL A G1150G111 20,173,197 559,900 SH DEFINED 5 245,420 0 314,480 ACCENTURE LTD BERMUDA CL A G1150G111 50,164,173 1,392,289 SH DEFINED 4 1,291,482 0 100,807 ACE LTD ORD G0070K103 7,164,379 115,966 SH SOLE 115,966 0 0 ACE LTD ORD G0070K103 46,335 750 SH DEFINED 1 750 0 0 ACI WORLDWIDE INC COM 004498101 34,015,150 1,786,510 SH SOLE 1,786,510 0 0 ACTIVISION INC NEW COM NEW 004930202 40,874,328 1,376,240 SH SOLE 1,376,240 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- ACTIVISION INC NEW COM NEW 004930202 498,960 16,800 SH DEFINED 3 16,800 0 0 ACTIVISION INC NEW COM NEW 004930202 650,430 21,900 SH DEFINED 2 21,900 0 0 ADOBE SYS INC COM 00724F101 41,230,946 964,918 SH SOLE 937,818 0 27,100 ADOBE SYS INC COM 00724F101 12,472,887 291,900 SH PUT SOLE 291,900 0 0 ADOBE SYS INC COM 00724F101 96,570 2,260 SH DEFINED 1 2,260 0 0 ADOBE SYS INC COM 00724F101 2,388,607 55,900 SH PUT DEFINED 3 55,900 0 0 ADOBE SYS INC COM 00724F101 3,140,655 73,500 SH PUT DEFINED 2 73,500 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 70,327,278 1,851,205 SH SOLE 1,823,105 0 28,100 ADVANCE AUTO PARTS INC COM 00751Y106 2,427,561 63,900 SH DEFINED 2 63,900 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 6,320,016 166,360 SH DEFINED 1 83,380 0 82,980 ADVANCED MEDICAL OPTICS INC COM 00763M108 167,188,115 6,815,659 SH SOLE 6,706,059 0 109,600 ADVANCED MEDICAL OPTICS INC COM 00763M108 3,761,185 153,330 SH DEFINED 2 153,330 0 0 ADVANCED MEDICAL OPTICS INC COM 00763M108 41,088 1,675 SH DEFINED 1 1,675 0 0 AES CORP COM 00130H105 161,006,166 7,527,170 SH SOLE 6,983,490 0 543,680 AETNA INC NEW COM 00817Y108 525,978 9,111 SH SOLE 9,111 0 0 AETNA INC NEW COM 00817Y108 117,711 2,039 SH DEFINED 1 2,039 0 0 AFFILIATED COMPUTER CL A 008190100 1,030,851 22,857 SH SOLE 22,857 0 0 SERVICES AFFILIATED MANAGERS GROUP COM 008252108 81,756,154 696,034 SH SOLE 696,034 0 0 AFFILIATED MANAGERS GROUP COM 008252108 4,225,036 35,970 SH DEFINED 2 35,970 0 0 AFFILIATED MANAGERS GROUP COM 008252108 352,380 3,000 SH DEFINED 1 3,000 0 0 AFFILIATED MANAGERS GROUP COM 008252108 198,507 1,690 SH DEFINED 4 1,690 0 0 AFFYMETRIX INC COM 00826T108 7,924,756 342,470 SH SOLE 342,470 0 0 AFLAC INC COM 001055102 131,575,171 2,100,833 SH SOLE 2,100,833 0 0 AFLAC INC COM 001055102 1,928,378 30,790 SH DEFINED 2 30,790 0 0 AFLAC INC COM 001055102 46,346 740 SH DEFINED 1 740 0 0 AGL RES INC COM 001204106 55,079,929 1,463,335 SH SOLE 1,340,605 0 122,730 AGRIUM INC COM 008916108 3,426,365 47,450 SH SOLE 47,450 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- AIR PRODS & CHEMS INC COM 009158106 203,731,607 2,065,615 SH SOLE 1,968,275 0 97,340 AIR PRODS & CHEMS INC COM 009158106 5,119,883 51,910 SH DEFINED 2 51,910 0 0 AIR PRODS & CHEMS INC COM 009158106 22,916,089 232,344 SH DEFINED 1 111,208 0 121,136 AIR PRODS & CHEMS INC COM 009158106 140,055 1,420 SH DEFINED 4 1,420 0 0 AIRGAS INC COM 009363102 3,236,031 62,100 SH SOLE 62,100 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 1,375,731 39,761 SH SOLE 39,761 0 0 ALBEMARLE CORP COM 012653101 8,603,100 208,560 SH SOLE 208,560 0 0 ALBERTO CULVER CO NEW COM 013078100 12,395,399 505,110 SH SOLE 296,990 0 208,120 ALBERTO CULVER CO NEW COM 013078100 2,380,184 96,992 SH DEFINED 3 54,910 0 42,082 ALBERTO CULVER CO NEW COM 013078100 11,224,670 457,403 SH DEFINED 2 395,323 0 62,080 ALBERTO CULVER CO NEW COM 013078100 16,498,536 672,312 SH DEFINED 1 346,922 0 325,390 ALBERTO CULVER CO NEW COM 013078100 13,230,741 539,150 SH DEFINED 5 236,930 0 302,220 ALBERTO CULVER CO NEW COM 013078100 33,230,841 1,354,150 SH DEFINED 4 1,257,486 0 96,664 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,897,569 18,664 SH SOLE 18,664 0 0 ALLEGHENY TECHNOLOGIES INC COM 01741R102 28,544,832 330,380 SH SOLE 299,780 0 30,600 ALLEGHENY TECHNOLOGIES INC COM 01741R102 34,560 400 SH DEFINED 1 400 0 0 ALLEGIANT TRAVEL CO COM 01748X102 8,951,311 278,510 SH SOLE 278,510 0 0 ALLERGAN INC COM 018490102 121,726,192 1,894,866 SH SOLE 1,894,866 0 0 ALLERGAN INC COM 018490102 6,214,578 96,740 SH DEFINED 2 96,740 0 0 ALLERGAN INC COM 018490102 44,968 700 SH DEFINED 1 700 0 0 ALLIED WASTE INDS INC COM PAR$.01NEW 019589308 13,396,022 1,215,610 SH SOLE 1,215,610 0 0 ALLIED WASTE INDS INC COM PAR$.01NEW 019589308 237,977 21,595 SH DEFINED 1 13,025 0 8,570 ALLIED WRLD ASSUR COM HLDGL SHS G0219G203 20,188,408 402,400 SH SOLE 402,400 0 0 ALLIED WRLD ASSUR COM HLDGL SHS G0219G203 89,303 1,780 SH DEFINED 1 0 0 1,780 ALLSTATE CORP COM 020002101 841,764,795 16,116,500 SH SOLE 15,521,130 0 595,370 ALLSTATE CORP COM 020002101 31,160,940 596,610 SH DEFINED 2 596,610 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- ALLSTATE CORP COM 020002101 97,840,840 1,873,269 SH DEFINED 1 983,105 0 890,164 ALPHARMA INC CL A 020813101 1,054,994 52,357 SH SOLE 52,357 0 0 ALTRA HOLDINGS INC COM 02208R106 999,629 60,110 SH SOLE 60,110 0 0 ALTRIA GROUP INC COM 02209S103 1,518,574,845 20,092,284 SH SOLE 19,426,794 0 665,490 ALTRIA GROUP INC COM 02209S103 46,420,102 614,185 SH DEFINED 2 614,185 0 0 ALTRIA GROUP INC COM 02209S103 98,346,434 1,301,223 SH DEFINED 1 502,154 0 799,069 ALTRIA GROUP INC COM 02209S103 564,583 7,470 SH DEFINED 4 7,470 0 0 AMBAC FINL GROUP INC COM 023139108 23,879,281 926,631 SH SOLE 837,061 0 89,570 AMDOCS LTD ORD G02602103 308,965,054 8,963,303 SH SOLE 8,879,343 0 83,960 AMDOCS LTD ORD G02602103 8,387,240 243,320 SH DEFINED 2 243,320 0 0 AMDOCS LTD ORD G02602103 696,811 20,215 SH DEFINED 1 20,215 0 0 AMDOCS LTD ORD G02602103 45,259 1,313 SH DEFINED 4 1,313 0 0 AMEREN CORP COM 023608102 15,049,238 277,610 SH SOLE 255,800 0 21,810 AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 469,865,984 7,653,787 SH SOLE 7,453,737 0 200,050 AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 8,406,133 136,930 SH DEFINED 2 136,930 0 0 AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 5,877,356 95,738 SH DEFINED 1 95,738 0 0 AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 90,243 1,470 SH DEFINED 4 1,470 0 0 AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 3,036,411 49,461 SH DEFINED 6 49,461 0 0 AMERICAN ELEC PWR INC COM 025537101 258,878,489 5,560,105 SH SOLE 5,142,455 0 417,650 AMERICAN ELEC PWR INC COM 025537101 1,815,840 39,000 SH DEFINED 2 39,000 0 0 AMERICAN ELEC PWR INC COM 025537101 337,560 7,250 SH DEFINED 1 7,250 0 0 AMERICAN ELEC PWR INC COM 025537101 191,827 4,120 SH DEFINED 4 4,120 0 0 AMERICAN EXPRESS CO COM 025816109 436,454,250 8,390,124 SH SOLE 7,649,074 0 741,050 AMERICAN EXPRESS CO COM 025816109 11,346,810 218,124 SH DEFINED 3 123,540 0 94,584 AMERICAN EXPRESS CO COM 025816109 58,417,472 1,122,981 SH DEFINED 2 983,271 0 139,710 AMERICAN EXPRESS CO COM 025816109 98,835,555 1,899,953 SH DEFINED 1 955,302 0 944,651 AMERICAN EXPRESS CO COM 025816109 64,151,480 1,233,208 SH DEFINED 5 539,650 0 693,558
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- AMERICAN EXPRESS CO COM 025816109 159,223,128 3,060,806 SH DEFINED 4 2,840,738 0 220,068 AMERICAN INTL GROUP INC COM 026874107 107,910,735 1,850,956 SH SOLE 1,818,616 0 32,340 AMERICAN INTL GROUP INC COM 026874107 272,203 4,669 SH DEFINED 1 4,669 0 0 AMERICAN TOWER CORP CL A 029912201 47,244,209 1,109,019 SH SOLE 1,109,019 0 0 AMERICREDIT CORP COM 03060R101 2,692,039 210,480 SH SOLE 210,480 0 0 AMERICREDIT CORP COM 03060R101 60,650 4,742 SH DEFINED 1 4,742 0 0 AMERISOURCEBERGEN CORP COM 03073E105 808,243 18,013 SH SOLE 18,013 0 0 AMERISOURCEBERGEN CORP COM 03073E105 147,622 3,290 SH DEFINED 1 1,140 0 2,150 AMGEN INC COM 031162100 196,481,649 4,230,871 SH SOLE 4,052,541 0 178,330 AMGEN INC COM 031162100 2,165,497 46,630 SH DEFINED 2 46,630 0 0 AMGEN INC COM 031162100 1,130,907 24,352 SH DEFINED 1 24,352 0 0 AMGEN INC COM 031162100 142,106 3,060 SH DEFINED 4 3,060 0 0 AMKOR TECHNOLOGY INC COM 031652100 6,353,571 744,850 SH SOLE 744,850 0 0 AMKOR TECHNOLOGY INC COM 031652100 1,184,561 138,870 SH DEFINED 2 138,870 0 0 ANADARKO PETE CORP COM 032511107 104,941,220 1,597,522 SH SOLE 1,416,442 0 181,080 ANGIODYNAMICS INC COM 03475V101 15,566,380 817,562 SH SOLE 817,562 0 0 ANIMAL HEALTH INTL INC COM 03525N109 12,311,931 1,000,970 SH SOLE 1,000,970 0 0 ANIXTER INTL INC COM 035290105 1,649,532 26,490 SH SOLE 26,490 0 0 APACHE CORP COM 037411105 456,449,228 4,244,460 SH SOLE 4,052,100 0 192,360 APACHE CORP COM 037411105 14,774,921 137,390 SH DEFINED 2 137,390 0 0 APACHE CORP COM 037411105 35,781,784 332,730 SH DEFINED 1 164,430 0 168,300 APACHE CORP COM 037411105 352,731 3,280 SH DEFINED 4 3,280 0 0 APOLLO GROUP INC CL A 037604105 135,391,324 1,930,026 SH SOLE 1,930,026 0 0 APOLLO GROUP INC CL A 037604105 9,155,978 130,520 SH DEFINED 2 130,520 0 0 APOLLO GROUP INC CL A 037604105 340,087 4,848 SH DEFINED 1 4,848 0 0 APPLE INC COM 037833100 182,092,171 919,286 SH SOLE 919,286 0 0 APPLE INC COM 037833100 2,264,054 11,430 SH DEFINED 2 11,430 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- APPLE INC COM 037833100 643,760 3,250 SH DEFINED 1 2,046 0 1,204 APPLIED MATLS INC COM 038222105 9,156,275 515,556 SH SOLE 515,556 0 0 ARACRUZ CELULOSE S A SPON ADR PFD B 038496204 11,544,176 155,268 SH SOLE 155,268 0 0 ARACRUZ CELULOSE S A SPON ADR PFD B 038496204 140,150 1,885 SH DEFINED 1 1,885 0 0 ARCH COAL INC COM 039380100 17,578,413 391,240 SH SOLE 391,240 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 21,817,457 469,900 SH SOLE 469,900 0 0 ARM HLDGS PLC SPONSORED ADR 042068106 27,450,589 3,709,539 SH SOLE 3,709,539 0 0 ASML HOLDING N V NY REG SHS N07059186 30,181,020 964,558 SH SOLE 964,558 0 0 ASPECT MED SYS INC COM 045235108 32,407,116 2,314,794 SH SOLE 2,314,794 0 0 ASPEN INSURANCE HOLDINGS LTD SHS G05384105 44,194,849 1,532,415 SH SOLE 1,532,415 0 0 ASPEN INSURANCE HOLDINGS LTD SHS G05384105 1,721,171 59,680 SH DEFINED 2 59,680 0 0 ASSURANT INC COM 04621X108 3,172,398 47,420 SH SOLE 47,420 0 0 ASTORIA FINL CORP COM 046265104 699,543 30,062 SH SOLE 30,062 0 0 AT&T INC COM 00206R102 906,997,627 21,823,812 SH SOLE 20,555,886 0 1,267,926 AT&T INC COM 00206R102 476,278 11,460 SH DEFINED 3 11,460 0 0 AT&T INC COM 00206R102 16,037,588 385,890 SH DEFINED 2 385,890 0 0 AT&T INC COM 00206R102 35,271,806 848,696 SH DEFINED 1 431,839 0 416,857 AT&T INC COM 00206R102 456,329 10,980 SH DEFINED 4 10,980 0 0 ATMI INC COM 00207R101 23,885,640 740,640 SH SOLE 740,640 0 0 ATRICURE INC COM 04963C209 8,189,424 624,670 SH SOLE 624,670 0 0 AUTOLIV INC COM 052800109 21,492,977 407,759 SH SOLE 407,759 0 0 AUTOLIV INC COM 052800109 1,695,154 32,160 SH DEFINED 2 32,160 0 0 AUTOLIV INC COM 052800109 51,603 979 SH DEFINED 1 979 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 56,693,815 1,273,160 SH SOLE 1,239,040 0 34,120 AUTOMATIC DATA PROCESSING IN COM 053015103 1,126,164 25,290 SH DEFINED 2 25,290 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 31,616 710 SH DEFINED 1 710 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- AVALONBAY CMNTYS INC COM 053484101 1,103,792 11,725 SH SOLE 11,725 0 0 AVNET INC COM 053807103 5,727,037 163,770 SH SOLE 163,770 0 0 AVON PRODS INC COM 054303102 57,078,948 1,443,940 SH SOLE 1,443,940 0 0 AVON PRODS INC COM 054303102 1,350,345 34,160 SH DEFINED 2 34,160 0 0 AXA SPONSORED ADR 054536107 43,837,179 1,103,933 SH SOLE 1,103,933 0 0 BANCO BRADESCO S A SP ADR PFD NEW 059460303 27,620,800 863,150 SH SOLE 863,150 0 0 BANCO BRADESCO S A SP ADR PFD NEW 059460303 85,120 2,660 SH DEFINED 1 2,660 0 0 BANCO MACRO SA SPON ADR B 05961W105 13,857,864 560,140 SH SOLE 560,140 0 0 BANCO MACRO SA SPON ADR B 05961W105 91,538 3,700 SH DEFINED 1 3,700 0 0 BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 25,939,276 508,713 SH SOLE 508,713 0 0 BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 249,851 4,900 SH DEFINED 1 4,900 0 0 BANCOLOMBIA S A SPON ADR PREF 05968L102 5,725,566 168,300 SH SOLE 168,300 0 0 BANCOLOMBIA S A SPON ADR PREF 05968L102 64,638 1,900 SH DEFINED 1 1,900 0 0 BANK OF AMERICA CORPORATION COM 060505104 890,386,698 21,579,901 SH SOLE 20,758,966 0 820,935 BANK OF AMERICA CORPORATION COM 060505104 24,317,530 589,373 SH DEFINED 2 589,373 0 0 BANK OF AMERICA CORPORATION COM 060505104 74,389,676 1,802,949 SH DEFINED 1 977,310 0 825,639 BANK OF AMERICA CORPORATION COM 060505104 328,430 7,960 SH DEFINED 4 7,960 0 0 BANK OF NEW YORK MELLON CORP COM 064058100 1,034,581,830 21,217,839 SH SOLE 19,952,086 0 1,265,753 BANK OF NEW YORK MELLON CORP COM 064058100 12,624,598 258,913 SH DEFINED 3 146,598 0 112,315 BANK OF NEW YORK MELLON CORP COM 064058100 86,150,338 1,766,824 SH DEFINED 2 1,601,746 0 165,078 BANK OF NEW YORK MELLON CORP COM 064058100 157,463,252 3,229,353 SH DEFINED 1 1,707,060 0 1,522,293 BANK OF NEW YORK MELLON CORP COM 064058100 70,987,148 1,455,848 SH DEFINED 5 638,662 0 817,186 BANK OF NEW YORK MELLON CORP COM 064058100 175,806,179 3,605,541 SH DEFINED 4 3,345,024 0 260,517 BARCLAYS PLC ADR 06738E204 35,787,601 886,490 SH SOLE 886,490 0 0 BARD C R INC COM 067383109 105,321,378 1,110,985 SH SOLE 1,110,985 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- BARD C R INC COM 067383109 2,243,916 23,670 SH DEFINED 2 23,670 0 0 BARD C R INC COM 067383109 262,596 2,770 SH DEFINED 1 2,770 0 0 BARD C R INC COM 067383109 138,408 1,460 SH DEFINED 4 1,460 0 0 BARR PHARMACEUTICALS INC COM 068306109 1,247,000 23,484 SH SOLE 23,484 0 0 BAXTER INTL INC COM 071813109 12,519,527 215,668 SH SOLE 215,668 0 0 BAXTER INTL INC COM 071813109 60,372 1,040 SH DEFINED 1 1,040 0 0 BEAR STEARNS COS INC COM 073902108 97,864,838 1,108,950 SH SOLE 983,990 0 124,960 BECKMAN COULTER INC COM 075811109 1,052,033 14,451 SH SOLE 14,451 0 0 BECTON DICKINSON & CO COM 075887109 97,167,016 1,162,563 SH SOLE 1,162,563 0 0 BERKLEY W R CORP COM 084423102 6,409,448 215,010 SH SOLE 215,010 0 0 BHP BILLITON PLC SPONSORED ADR 05545E209 63,254,183 1,031,879 SH SOLE 1,031,879 0 0 BHP BILLITON PLC SPONSORED ADR 05545E209 397,224 6,480 SH DEFINED 1 6,480 0 0 BOEING CO COM 097023105 26,869,374 307,219 SH SOLE 307,219 0 0 BORGWARNER INC COM 099724106 5,842,603 120,690 SH SOLE 120,690 0 0 BORGWARNER INC COM 099724106 861,698 17,800 SH DEFINED 2 17,800 0 0 BOSTON PROPERTIES INC COM 101121101 1,942,241 21,155 SH SOLE 21,155 0 0 BOSTON SCIENTIFIC CORP COM 101137107 115,959,008 9,970,680 SH SOLE 9,467,070 0 503,610 BOSTON SCIENTIFIC CORP COM 101137107 2,394,036 205,850 SH DEFINED 2 205,850 0 0 BOSTON SCIENTIFIC CORP COM 101137107 688,031 59,160 SH DEFINED 1 59,160 0 0 BOSTON SCIENTIFIC CORP COM 101137107 226,227 19,452 SH DEFINED 4 19,452 0 0 BP PLC SPONSORED ADR 055622104 10,976 150 SH SOLE 150 0 0 BP PLC SPONSORED ADR 055622104 5,511,896 75,330 SH DEFINED 1 6,080 0 69,250 BRE PROPERTIES INC CL A 05564E106 6,296,011 155,342 SH SOLE 155,342 0 0 BRIGHT HORIZON FAMILY SOLUTI COM 109195107 27,711,891 802,313 SH SOLE 802,313 0 0 BRINKER INTL INC COM 109641100 4,729,764 241,808 SH SOLE 241,808 0 0 BRINKER INTL INC COM 109641100 44,284 2,264 SH DEFINED 1 2,264 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 12,850,531 484,560 SH SOLE 484,560 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- BRISTOL MYERS SQUIBB CO COM 110122108 752,425 28,372 SH DEFINED 1 20,332 0 8,040 BUCYRUS INTL INC NEW CL A 118759109 300,502,385 3,023,467 SH SOLE 3,023,467 0 0 BUCYRUS INTL INC NEW CL A 118759109 18,187,376 182,990 SH DEFINED 2 182,990 0 0 BUCYRUS INTL INC NEW CL A 118759109 8,124,039 81,739 SH DEFINED 1 81,739 0 0 BUCYRUS INTL INC NEW CL A 118759109 124,238 1,250 SH DEFINED 4 1,250 0 0 BUCYRUS INTL INC NEW CL A 118759109 3,164,578 31,840 SH DEFINED 6 31,840 0 0 BURLINGTON NORTHN SANTA FE C COM 12189T104 173,880,787 2,089,160 SH SOLE 1,996,220 0 92,940 BURLINGTON NORTHN SANTA FE C COM 12189T104 7,349,209 88,300 SH DEFINED 2 88,300 0 0 BURLINGTON NORTHN SANTA FE C COM 12189T104 23,862,957 286,711 SH DEFINED 1 140,698 0 146,013 CABLEVISION SYS CORP CL A NY CABLVS 12686C109 3,798,235 155,030 SH SOLE 155,030 0 0 CADENCE PHARMACEUTICALS INC COM 12738T100 7,064,741 475,420 SH SOLE 475,420 0 0 CAMECO CORP COM 13321L108 27,886,905 700,500 SH SOLE 700,500 0 0 CAMECO CORP COM 13321L108 840,787 21,120 SH DEFINED 2 21,120 0 0 CAMECO CORP COM 13321L108 154,861 3,890 SH DEFINED 1 3,890 0 0 CAMECO CORP COM 13321L108 90,369 2,270 SH DEFINED 4 2,270 0 0 CAMERON INTERNATIONAL CORP COM 13342B105 27,192,006 564,970 SH SOLE 564,970 0 0 CAMERON INTERNATIONAL CORP COM 13342B105 5,278,898 109,680 SH DEFINED 2 109,680 0 0 CANADIAN NATL RY CO COM 136375102 75,383,988 1,606,307 SH SOLE 1,442,101 0 164,206 CANADIAN NATL RY CO COM 136375102 2,942,229 62,694 SH DEFINED 3 35,394 0 27,300 CANADIAN NATL RY CO COM 136375102 12,713,431 270,902 SH DEFINED 2 230,732 0 40,170 CANADIAN NATL RY CO COM 136375102 55,678,972 1,186,426 SH DEFINED 1 962,906 0 223,520 CANADIAN NATL RY CO COM 136375102 16,495,895 351,500 SH DEFINED 5 153,450 0 198,050 CANADIAN NATL RY CO COM 136375102 42,224,376 899,731 SH DEFINED 4 835,373 0 64,358 CANADIAN PAC RY LTD COM 13645T100 6,279,130 97,140 SH SOLE 97,140 0 0 CANON INC ADR 138006309 12,344,952 269,364 SH SOLE 269,364 0 0 CAPELLA EDUCATION COMPANY COM 139594105 7,196,934 109,944 SH SOLE 109,944 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- CAPITAL ONE FINL CORP COM 14040H105 8,875,428 187,800 SH SOLE 187,800 0 0 CAPITAL ONE FINL CORP COM 14040H105 129,492 2,740 SH DEFINED 1 2,740 0 0 CARDINAL HEALTH INC COM 14149Y108 35,899,826 621,642 SH SOLE 621,642 0 0 CARDINAL HEALTH INC COM 14149Y108 891,660 15,440 SH DEFINED 2 15,440 0 0 CARDINAL HEALTH INC COM 14149Y108 121,275 2,100 SH DEFINED 1 380 0 1,720 CARMAX INC COM 143130102 88,273,356 4,469,537 SH SOLE 4,469,537 0 0 CARMAX INC COM 143130102 1,819,963 92,150 SH DEFINED 2 92,150 0 0 CARMAX INC COM 143130102 193,945 9,820 SH DEFINED 1 9,820 0 0 CARMAX INC COM 143130102 93,813 4,750 SH DEFINED 4 4,750 0 0 CARNIVAL CORP PAIRED CTF 143658300 54,791,660 1,231,550 SH SOLE 1,182,850 0 48,700 CARNIVAL CORP PAIRED CTF 143658300 316,057 7,104 SH DEFINED 1 7,104 0 0 CASTLE BRANDS INC COM 148435100 1,208,524 544,380 SH SOLE 544,380 0 0 CBL & ASSOC PPTYS INC COM 124830100 5,099,118 213,263 SH SOLE 213,263 0 0 CELGENE CORP COM 151020104 50,217,793 1,086,730 SH SOLE 1,086,730 0 0 CELGENE CORP COM 151020104 708,399 15,330 SH DEFINED 2 15,330 0 0 CELGENE CORP COM 151020104 25,416 550 SH DEFINED 1 550 0 0 CELLCOM ISRAEL LTD SHS M2196U109 120,124,006 3,782,242 SH SOLE 3,463,972 0 318,270 CENTER FINL CORP CALIF COM 15146E102 930,899 75,560 SH SOLE 75,560 0 0 CENTRAL GARDEN & PET CO COM 153527106 831,110 144,290 SH SOLE 144,290 0 0 CENTRAL GARDEN & PET CO COM 153527106 44,352 7,700 SH DEFINED 2 7,700 0 0 CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 23,390,006 4,363,807 SH SOLE 4,363,807 0 0 CENTURY ALUM CO COM 156431108 54,504,968 1,010,474 SH SOLE 960,734 0 49,740 CENTURY ALUM CO COM 156431108 32,364 600 SH DEFINED 1 600 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 7,310,045 332,880 SH SOLE 332,880 0 0 CHESAPEAKE ENERGY CORP COM 165167107 1,394,344 35,570 SH SOLE 35,570 0 0 CHESAPEAKE ENERGY CORP COM 165167107 62,720 1,600 SH DEFINED 1 1,600 0 0 CHEVRON CORP NEW COM 166764100 342,624,043 3,671,103 SH SOLE 3,432,603 0 238,500
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- CHEVRON CORP NEW COM 166764100 6,068,223 65,019 SH DEFINED 3 36,700 0 28,319 CHEVRON CORP NEW COM 166764100 32,039,722 343,295 SH DEFINED 2 301,625 0 41,670 CHEVRON CORP NEW COM 166764100 76,555,519 820,267 SH DEFINED 1 410,081 0 410,186 CHEVRON CORP NEW COM 166764100 35,999,808 385,726 SH DEFINED 5 167,920 0 217,806 CHEVRON CORP NEW COM 166764100 82,766,071 886,811 SH DEFINED 4 821,128 0 65,683 CHOICEPOINT INC COM 170388102 950,853 26,108 SH SOLE 26,108 0 0 CHUBB CORP COM 171232101 219,571,301 4,022,926 SH SOLE 3,964,536 0 58,390 CHUBB CORP COM 171232101 5,164,360 94,620 SH DEFINED 2 94,620 0 0 CHUBB CORP COM 171232101 21,739,869 398,312 SH DEFINED 1 222,644 0 175,668 CHUBB CORP COM 171232101 195,396 3,580 SH DEFINED 4 3,580 0 0 CIGNA CORP COM 125509109 16,989,695 316,205 SH SOLE 316,205 0 0 CIGNA CORP COM 125509109 30,089 560 SH DEFINED 1 560 0 0 CINCINNATI BELL INC NEW COM 171871106 359,100 75,600 SH SOLE 75,600 0 0 CINCINNATI BELL INC NEW COM 171871106 50,303 10,590 SH DEFINED 1 0 0 10,590 CISCO SYS INC COM 17275R102 455,190,550 16,815,314 SH SOLE 16,674,534 0 140,780 CISCO SYS INC COM 17275R102 8,157,545 301,350 SH DEFINED 2 301,350 0 0 CISCO SYS INC COM 17275R102 2,425,553 89,603 SH DEFINED 1 85,813 0 3,790 CISCO SYS INC COM 17275R102 339,891 12,556 SH DEFINED 4 12,556 0 0 CIT GROUP INC COM 125581108 2,456,635 102,232 SH SOLE 102,232 0 0 CIT GROUP INC COM 125581108 13,289 553 SH DEFINED 1 553 0 0 CITADEL BROADCASTING CORP COM 17285T106 367,949 178,616 SH SOLE 172,824 0 5,792 CITADEL BROADCASTING CORP COM 17285T106 12,506 6,071 SH DEFINED 2 6,071 0 0 CITADEL BROADCASTING CORP COM 17285T106 67,739 32,883 SH DEFINED 1 16,041 0 16,842 CITI TRENDS INC COM 17306X102 27,739,195 1,796,580 SH SOLE 1,796,580 0 0 CITIGROUP INC COM 172967101 453,879,555 15,417,104 SH SOLE 14,685,055 0 732,049 CITIGROUP INC COM 172967101 13,510,399 458,913 SH DEFINED 2 458,913 0 0 CITIGROUP INC COM 172967101 48,992,134 1,664,135 SH DEFINED 1 869,214 0 794,921
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- CITIZENS COMMUNICATIONS CO COM 17453B101 142,703 11,210 SH SOLE 11,210 0 0 CITRIX SYS INC COM 177376100 45,035,958 1,184,845 SH SOLE 1,184,845 0 0 CITRIX SYS INC COM 177376100 1,105,331 29,080 SH DEFINED 2 29,080 0 0 CITRIX SYS INC COM 177376100 27,747 730 SH DEFINED 1 730 0 0 CLECO CORP NEW COM 12561W105 927,964 33,380 SH SOLE 33,380 0 0 CLEVELAND CLIFFS INC COM 185896107 19,553,184 193,980 SH SOLE 193,980 0 0 CLEVELAND CLIFFS INC COM 185896107 3,756,816 37,270 SH DEFINED 2 37,270 0 0 CLOROX CO DEL COM 189054109 61,521,197 944,011 SH SOLE 826,601 0 117,410 CME GROUP INC COM 12572Q105 13,668,550 19,925 SH SOLE 19,925 0 0 CME GROUP INC COM 12572Q105 2,620,520 3,820 SH DEFINED 2 3,820 0 0 CMS ENERGY CORP COM 125896100 146,126,469 8,407,737 SH SOLE 7,723,657 0 684,080 COACH INC COM 189754104 28,144,731 920,364 SH SOLE 920,364 0 0 COACH INC COM 189754104 3,687,031 120,570 SH DEFINED 2 120,570 0 0 COACH INC COM 189754104 327,971 10,725 SH DEFINED 1 10,725 0 0 COACH INC COM 189754104 103,360 3,380 SH DEFINED 4 3,380 0 0 COCA COLA CO COM 191216100 32,039,988 522,079 SH SOLE 522,079 0 0 COCA COLA CO COM 191216100 276,595 4,507 SH DEFINED 1 4,507 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 4,972,210 146,500 SH SOLE 146,500 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 963,896 28,400 SH DEFINED 2 28,400 0 0 COGNOS INC COM 19244C109 1,004,884 17,455 SH SOLE 17,455 0 0 COLGATE PALMOLIVE CO COM 194162103 184,969,065 2,372,615 SH SOLE 2,344,825 0 27,790 COLGATE PALMOLIVE CO COM 194162103 5,232,675 67,120 SH DEFINED 2 67,120 0 0 COLGATE PALMOLIVE CO COM 194162103 2,049,724 26,292 SH DEFINED 1 21,382 0 4,910 COLGATE PALMOLIVE CO COM 194162103 399,935 5,130 SH DEFINED 4 5,130 0 0 COMCAST CORP NEW CL A 20030N101 91,154,194 4,992,015 SH SOLE 4,992,015 0 0 COMCAST CORP NEW CL A 20030N101 2,173,853 119,050 SH DEFINED 2 119,050 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- COMCAST CORP NEW CL A 20030N101 38,620 2,115 SH DEFINED 1 2,115 0 0 COMCAST CORP NEW CL A SPL 20030N200 138,891,250 7,665,080 SH SOLE 7,142,615 0 522,465 COMCAST CORP NEW CL A SPL 20030N200 1,438,456 79,385 SH DEFINED 2 79,385 0 0 COMCAST CORP NEW CL A SPL 20030N200 268,357 14,810 SH DEFINED 1 14,810 0 0 COMCAST CORP NEW CL A SPL 20030N200 149,852 8,270 SH DEFINED 4 8,270 0 0 COMMERCIAL METALS CO COM 201723103 4,878,687 165,660 SH SOLE 165,660 0 0 COMMVAULT SYSTEMS INC COM 204166102 24,008,462 1,133,544 SH SOLE 1,133,544 0 0 COMPANHIA VALE DO RIO DOCE SPONSORED ADR 204412209 151,485,432 4,636,836 SH SOLE 4,636,836 0 0 COMPANHIA VALE DO RIO DOCE SPONSORED ADR 204412209 1,644,281 50,330 SH DEFINED 2 50,330 0 0 COMPANHIA VALE DO RIO DOCE SPONSORED ADR 204412209 5,035,100 154,120 SH DEFINED 1 154,120 0 0 COMPANHIA VALE DO RIO DOCE SPONSORED ADR 204412209 105,459 3,228 SH DEFINED 4 3,228 0 0 COMPANHIA VALE DO RIO DOCE SPONSORED ADR 204412209 3,035,043 92,900 SH DEFINED 6 92,900 0 0 CONCEPTUS INC COM 206016107 53,627,652 2,787,300 SH SOLE 2,787,300 0 0 CONOCOPHILLIPS COM 20825C104 321,979,946 3,646,432 SH SOLE 3,563,702 0 82,730 CONOCOPHILLIPS COM 20825C104 13,507,251 152,970 SH DEFINED 2 152,970 0 0 CONOCOPHILLIPS COM 20825C104 46,247,743 523,757 SH DEFINED 1 266,541 0 257,216 CONSECO INC COM NEW 208464883 58,350,118 4,645,710 SH SOLE 4,203,000 0 442,710 CONSOL ENERGY INC COM 20854P109 93,656,870 1,309,520 SH SOLE 1,289,020 0 20,500 CONSOL ENERGY INC COM 20854P109 5,926,862 82,870 SH DEFINED 2 82,870 0 0 CONSOL ENERGY INC COM 20854P109 555,710 7,770 SH DEFINED 1 7,770 0 0 CONSOL ENERGY INC COM 20854P109 189,528 2,650 SH DEFINED 4 2,650 0 0 CONSOLIDATED EDISON INC COM 209115104 37,751,280 772,800 SH SOLE 707,830 0 64,970 CONSTANT CONTACT INC COM 210313102 9,990,018 464,652 SH SOLE 464,652 0 0 CONSTELLATION ENERGY GROUP I COM 210371100 128,289,022 1,251,234 SH SOLE 1,187,574 0 63,660 CONSTELLATION ENERGY GROUP I COM 210371100 2,847,258 27,770 SH DEFINED 2 27,770 0 0 CONSTELLATION ENERGY GROUP I COM 210371100 252,634 2,464 SH DEFINED 1 2,464 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- COOPER COS INC COM NEW 216648402 66,283,780 1,744,310 SH SOLE 1,696,100 0 48,210 COOPER COS INC COM NEW 216648402 724,280 19,060 SH DEFINED 2 19,060 0 0 COOPER COS INC COM NEW 216648402 140,144 3,688 SH DEFINED 1 3,688 0 0 COPA HOLDINGS SA CL A P31076105 32,254,221 858,510 SH SOLE 858,510 0 0 COPA HOLDINGS SA CL A P31076105 48,841 1,300 SH DEFINED 1 1,300 0 0 CORINTHIAN COLLEGES INC COM 218868107 13,641,320 885,800 SH SOLE 885,800 0 0 CORNING INC COM 219350105 28,856,563 1,202,858 SH SOLE 1,202,858 0 0 CORPORATE EXECUTIVE BRD CO COM 21988R102 76,965,563 1,280,625 SH SOLE 1,280,625 0 0 CORPORATE EXECUTIVE BRD CO COM 21988R102 1,460,430 24,300 SH DEFINED 2 24,300 0 0 COSTAR GROUP INC COM 22160N109 19,415,025 410,900 SH SOLE 410,900 0 0 COUNTRYWIDE FINANCIAL CORP COM 222372104 4,804,016 537,362 SH SOLE 537,362 0 0 COUNTRYWIDE FINANCIAL CORP COM 222372104 104,518 11,691 SH DEFINED 1 6,831 0 4,860 COVANCE INC COM 222816100 2,085,723 24,079 SH SOLE 24,079 0 0 COVANTA HLDG CORP COM 22282E102 29,801,161 1,077,410 SH SOLE 986,750 0 90,660 COVANTA HLDG CORP DBCV 1.000% 2/0 22282EAA0 7,859,635 7,049,000 PR SOLE 6,487,000 0 562,000 COVENTRY HEALTH CARE INC COM 222862104 4,734,016 79,899 SH SOLE 79,899 0 0 COVENTRY HEALTH CARE INC COM 222862104 38,750 654 SH DEFINED 1 654 0 0 CRANE CO COM 224399105 6,217,926 144,940 SH SOLE 144,940 0 0 CRAY INC COM NEW 225223304 10,467,651 1,747,521 SH SOLE 1,747,521 0 0 CRAY INC COM NEW 225223304 375,016 62,607 SH DEFINED 3 62,607 0 0 CRAY INC COM NEW 225223304 490,066 81,814 SH DEFINED 2 81,814 0 0 CREDICORP LTD COM G2519Y108 8,118,320 106,400 SH SOLE 106,400 0 0 CREDICORP LTD COM G2519Y108 61,040 800 SH DEFINED 1 800 0 0 CRH PLC ADR 12626K203 29,600,633 848,642 SH SOLE 848,642 0 0 CSX CORP COM 126408103 3,150,331 71,631 SH SOLE 71,631 0 0 CUMMINS INC COM 231021106 44,228,341 347,243 SH SOLE 347,243 0 0 CUMMINS INC COM 231021106 4,529,277 35,560 SH DEFINED 2 35,560 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- CUMMINS INC COM 231021106 144,947 1,138 SH DEFINED 1 568 0 570 CVS CAREMARK CORPORATION COM 126650100 579,818,423 14,586,627 SH SOLE 14,209,401 0 377,226 CVS CAREMARK CORPORATION COM 126650100 13,856,771 348,598 SH DEFINED 2 348,598 0 0 CVS CAREMARK CORPORATION COM 126650100 30,380,249 764,283 SH DEFINED 1 421,054 0 343,229 CVS CAREMARK CORPORATION COM 126650100 285,008 7,170 SH DEFINED 4 7,170 0 0 CYBERONICS INC COM 23251P102 5,041,728 383,110 SH SOLE 383,110 0 0 CYTEC INDS INC COM 232820100 815,319 13,240 SH SOLE 13,240 0 0 D R HORTON INC COM 23331A109 99,965,305 7,590,380 SH SOLE 7,196,430 0 393,950 D R HORTON INC COM 23331A109 1,651,650 125,410 SH DEFINED 2 125,410 0 0 D R HORTON INC COM 23331A109 307,124 23,320 SH DEFINED 1 23,320 0 0 D R HORTON INC COM 23331A109 173,449 13,170 SH DEFINED 4 13,170 0 0 DANAHER CORP DEL COM 235851102 420,984,592 4,798,092 SH SOLE 4,766,552 0 31,540 DANAHER CORP DEL COM 235851102 7,906,251 90,110 SH DEFINED 2 90,110 0 0 DANAHER CORP DEL COM 235851102 1,159,221 13,212 SH DEFINED 1 13,212 0 0 DANAHER CORP DEL COM 235851102 481,693 5,490 SH DEFINED 4 5,490 0 0 DARDEN RESTAURANTS INC COM 237194105 12,289,025 443,487 SH SOLE 443,487 0 0 DARDEN RESTAURANTS INC COM 237194105 370,067 13,355 SH DEFINED 1 13,355 0 0 DAVITA INC COM 23918K108 46,289,835 821,470 SH SOLE 775,700 0 45,770 DAVITA INC COM 23918K108 1,310,138 23,250 SH DEFINED 2 23,250 0 0 DAVITA INC COM 23918K108 243,996 4,330 SH DEFINED 1 4,330 0 0 DAVITA INC COM 23918K108 139,185 2,470 SH DEFINED 4 2,470 0 0 DAYTON SUPERIOR CORP COM 240028308 5,129,475 1,315,250 SH SOLE 1,315,250 0 0 DEALERTRACK HLDGS INC COM 242309102 11,679,022 348,940 SH SOLE 348,940 0 0 DEAN FOODS CO NEW COM 242370104 25,503,908 986,230 SH SOLE 986,230 0 0 DEAN FOODS CO NEW COM 242370104 774,248 29,940 SH DEFINED 2 29,940 0 0 DEAN FOODS CO NEW COM 242370104 141,971 5,490 SH DEFINED 1 5,490 0 0 DEAN FOODS CO NEW COM 242370104 80,166 3,100 SH DEFINED 4 3,100 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- DEERE & CO COM 244199105 82,905,667 890,310 SH SOLE 818,590 0 71,720 DEERE & CO COM 244199105 899,539 9,660 SH DEFINED 2 9,660 0 0 DEERE & CO COM 244199105 4,968,883 53,360 SH DEFINED 1 26,434 0 26,926 DELL INC COM 24702R101 56,260,082 2,295,393 SH SOLE 2,295,393 0 0 DELL INC COM 24702R101 1,338,001 54,590 SH DEFINED 2 54,590 0 0 DELL INC COM 24702R101 33,579 1,370 SH DEFINED 1 1,370 0 0 DELTEK INC COM 24784L105 9,562,156 627,850 SH SOLE 627,850 0 0 DELUXE CORP COM 248019101 243,057 7,390 SH SOLE 7,390 0 0 DENTSPLY INTL INC NEW COM 249030107 10,682,346 237,280 SH SOLE 237,280 0 0 DENTSPLY INTL INC NEW COM 249030107 2,056,964 45,690 SH DEFINED 2 45,690 0 0 DEVELOPERS DIVERSIFIED RLTY COM 251591103 1,192,580 31,146 SH SOLE 31,146 0 0 DEVON ENERGY CORP NEW COM 25179M103 485,977,703 5,465,951 SH SOLE 5,268,051 0 197,900 DEVON ENERGY CORP NEW COM 25179M103 13,035,095 146,610 SH DEFINED 2 146,610 0 0 DEVON ENERGY CORP NEW COM 25179M103 45,934,907 516,645 SH DEFINED 1 287,968 0 228,677 DEXCOM INC COM 252131107 7,431,416 841,610 SH SOLE 841,610 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 79,039,431 920,884 SH SOLE 920,884 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 35,594,388 414,708 SH DEFINED 1 273,698 0 141,010 DIAMOND FOODS INC COM 252603105 21,516,899 1,004,055 SH SOLE 1,004,055 0 0 DICKS SPORTING GOODS INC COM 253393102 38,922,851 1,402,120 SH SOLE 1,402,120 0 0 DISNEY WALT CO COM DISNEY 254687106 268,798,562 8,327,093 SH SOLE 7,613,583 0 713,510 DISNEY WALT CO COM DISNEY 254687106 7,564,689 234,346 SH DEFINED 3 132,680 0 101,666 DISNEY WALT CO COM DISNEY 254687106 41,656,856 1,290,485 SH DEFINED 2 1,141,065 0 149,420 DISNEY WALT CO COM DISNEY 254687106 75,378,836 2,335,156 SH DEFINED 1 1,179,973 0 1,155,183 DISNEY WALT CO COM DISNEY 254687106 42,574,092 1,318,900 SH DEFINED 5 578,400 0 740,500 DISNEY WALT CO COM DISNEY 254687106 105,469,025 3,267,318 SH DEFINED 4 3,031,568 0 235,750 DOLLAR TREE STORES INC COM 256747106 1,952,294 75,320 SH SOLE 75,320 0 0 DOMINION RES INC VA NEW COM 25746U109 365,941,660 7,712,153 SH SOLE 7,398,815 0 313,338
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- DOMINION RES INC VA NEW COM 25746U109 12,474,131 262,890 SH DEFINED 2 262,890 0 0 DOMINION RES INC VA NEW COM 25746U109 39,659,185 835,810 SH DEFINED 1 430,726 0 405,084 DOUGLAS EMMETT INC COM 25960P109 300,939 13,310 SH SOLE 13,310 0 0 DOW CHEM CO COM 260543103 57,422,917 1,456,695 SH SOLE 1,412,275 0 44,420 DOW CHEM CO COM 260543103 1,748,671 44,360 SH DEFINED 2 44,360 0 0 DOW CHEM CO COM 260543103 10,169,848 257,987 SH DEFINED 1 130,324 0 127,663 DPL INC COM 233293109 161,719,491 5,454,283 SH SOLE 4,978,113 0 476,170 DREAMWORKS ANIMATION SKG INC CL A 26153C103 26,271,210 1,028,630 SH SOLE 1,028,630 0 0 DRESSER-RAND GROUP INC COM 261608103 10,220,557 261,730 SH SOLE 261,730 0 0 DRIL-QUIP INC COM 262037104 990,191 17,790 SH SOLE 17,790 0 0 DST SYS INC DEL COM 233326107 10,024,047 121,430 SH SOLE 50,840 0 70,590 DST SYS INC DEL COM 233326107 2,738,018 33,168 SH DEFINED 3 18,780 0 14,388 DST SYS INC DEL COM 233326107 11,880,679 143,921 SH DEFINED 2 122,761 0 21,160 DST SYS INC DEL COM 233326107 18,407,082 222,981 SH DEFINED 1 111,775 0 111,206 DST SYS INC DEL COM 233326107 15,346,045 185,900 SH DEFINED 5 81,560 0 104,340 DST SYS INC DEL COM 233326107 37,582,869 455,274 SH DEFINED 4 421,975 0 33,299 DTE ENERGY CO COM 233331107 53,749,452 1,222,690 SH SOLE 1,119,200 0 103,490 DUKE ENERGY CORP NEW COM 26441C105 334,217 16,570 SH SOLE 16,570 0 0 DUN & BRADSTREET CORP DEL NE COM 26483E100 9,860,088 111,250 SH SOLE 111,250 0 0 DUN & BRADSTREET CORP DEL NE COM 26483E100 1,914,408 21,600 SH DEFINED 2 21,600 0 0 DYNEGY INC DEL CL A 26817G102 46,111,548 6,458,200 SH SOLE 5,914,920 0 543,280 E M C CORP MASS COM 268648102 265,249,130 14,314,578 SH SOLE 14,114,008 0 200,570 E M C CORP MASS COM 268648102 1,054,283 56,896 SH DEFINED 3 56,896 0 0 E M C CORP MASS COM 268648102 4,591,289 247,776 SH DEFINED 2 247,776 0 0 E M C CORP MASS COM 268648102 1,470,652 79,366 SH DEFINED 1 76,396 0 2,970 E M C CORP MASS COM 268648102 160,470 8,660 SH DEFINED 4 8,660 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- E TRADE FINANCIAL CORP COM 269246104 24,190,630 6,814,262 SH SOLE 6,175,912 0 638,350 E TRADE FINANCIAL CORP COM 269246104 27,797 7,830 SH DEFINED 1 0 0 7,830 EAST WEST BANCORP INC COM 27579R104 8,520,722 351,660 SH SOLE 351,660 0 0 EASTGROUP PPTY INC COM 277276101 1,197,370 28,611 SH SOLE 28,611 0 0 EASTMAN CHEM CO COM 277432100 880,551 14,414 SH SOLE 14,414 0 0 EATON CORP COM 278058102 285,043,180 2,940,105 SH SOLE 2,902,545 0 37,560 EATON CORP COM 278058102 8,728,409 90,030 SH DEFINED 2 90,030 0 0 EATON CORP COM 278058102 13,127,030 135,400 SH DEFINED 1 81,190 0 54,210 EATON CORP COM 278058102 120,218 1,240 SH DEFINED 4 1,240 0 0 EATON VANCE CORP COM NON VTG 278265103 1,746,105 38,452 SH SOLE 38,452 0 0 EBAY INC COM 278642103 52,019,948 1,567,338 SH SOLE 1,567,338 0 0 EBAY INC COM 278642103 1,278,147 38,510 SH DEFINED 2 38,510 0 0 EBAY INC COM 278642103 31,531 950 SH DEFINED 1 950 0 0 ECHOSTAR COMMUNICATIONS NEW CL A 278762109 12,935,697 342,940 SH SOLE 342,940 0 0 ECHOSTAR COMMUNICATIONS NEW CL A 278762109 2,517,433 66,740 SH DEFINED 2 66,740 0 0 ECHOSTAR COMMUNICATIONS NEW CL A 278762109 44,359 1,176 SH DEFINED 1 1,176 0 0 EDISON INTL COM 281020107 153,936,105 2,884,319 SH SOLE 2,651,039 0 233,280 EDISON INTL COM 281020107 231,466 4,337 SH DEFINED 1 937 0 3,400 EL PASO CORP COM 28336L109 146,054,901 8,471,862 SH SOLE 7,864,432 0 607,430 EL PASO CORP COM 28336L109 178,106 10,331 SH DEFINED 1 10,331 0 0 ELAN PLC ADR 284131208 58,332,942 2,653,910 SH SOLE 2,653,910 0 0 ELECTRONIC ARTS INC COM 285512109 118,891,803 2,035,470 SH SOLE 2,035,470 0 0 ELECTRONIC ARTS INC COM 285512109 4,836,348 82,800 SH DEFINED 2 82,800 0 0 EMBARQ CORP COM 29078E105 535,716,579 10,816,002 SH SOLE 10,274,352 0 541,650 EMBARQ CORP COM 29078E105 10,155,928 205,046 SH DEFINED 2 205,046 0 0 EMBARQ CORP COM 29078E105 25,171,790 508,213 SH DEFINED 1 296,156 0 212,057
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- EMBARQ CORP COM 29078E105 63,894 1,290 SH DEFINED 4 1,290 0 0 EMERSON ELEC CO COM 291011104 8,840,490 156,027 SH SOLE 156,027 0 0 EMPLOYERS HOLDINGS INC COM 292218104 2,310,325 138,260 SH SOLE 138,260 0 0 ENCORE BANCSHARES INC COM 29255V201 1,760,120 88,050 SH SOLE 88,050 0 0 ENDO PHARMACEUTICALS HLDGS I COM 29264F205 24,880,310 932,895 SH SOLE 932,895 0 0 ENDO PHARMACEUTICALS HLDGS I COM 29264F205 2,863,291 107,360 SH DEFINED 2 107,360 0 0 ENDO PHARMACEUTICALS HLDGS I COM 29264F205 256,059 9,601 SH DEFINED 1 9,601 0 0 ENDURANCE SPECIALTY HLDGS LT SHS G30397106 18,125,425 434,350 SH SOLE 434,350 0 0 ENERGEN CORP COM 29265N108 13,540,583 210,814 SH SOLE 210,814 0 0 ENERGEN CORP COM 29265N108 40,722 634 SH DEFINED 1 634 0 0 ENERNOC INC COM 292764107 5,051,899 102,890 SH SOLE 102,890 0 0 ENERSIS S A SPONSORED ADR 29274F104 69,298,972 4,323,080 SH SOLE 3,999,470 0 323,610 ENERSIS S A SPONSORED ADR 29274F104 68,929 4,300 SH DEFINED 1 4,300 0 0 ENSCO INTL INC COM 26874Q100 2,350,220 39,420 SH SOLE 39,420 0 0 ENTERGY CORP NEW COM 29364G103 192,882,332 1,613,808 SH SOLE 1,559,428 0 54,380 ENTERGY CORP NEW COM 29364G103 4,397,141 36,790 SH DEFINED 2 36,790 0 0 ENTERGY CORP NEW COM 29364G103 26,266,671 219,768 SH DEFINED 1 108,348 0 111,420 ENTERGY CORP NEW EQUITY UNIT 29364G202 104,219,028 1,452,530 SH SOLE 1,329,640 0 122,890 EOG RES INC COM 26875P101 193,102,371 2,163,612 SH SOLE 2,095,062 0 68,550 EOG RES INC COM 26875P101 8,798,265 98,580 SH DEFINED 2 98,580 0 0 EOG RES INC COM 26875P101 25,237,580 282,774 SH DEFINED 1 145,654 0 137,120 EQUITABLE RES INC COM 294549100 222,511,666 4,176,270 SH SOLE 3,824,580 0 351,690 EQUITABLE RES INC COM 294549100 42,624 800 SH DEFINED 1 800 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 34,407,731 943,453 SH SOLE 943,453 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 922,691 25,300 SH DEFINED 2 25,300 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 173,233 4,750 SH DEFINED 1 4,750 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- EQUITY RESIDENTIAL SH BEN INT 29476L107 96,646 2,650 SH DEFINED 4 2,650 0 0 ESSEX PPTY TR INC COM 297178105 1,440,805 14,779 SH SOLE 14,779 0 0 ETHAN ALLEN INTERIORS INC COM 297602104 6,537,900 229,400 SH SOLE 229,400 0 0 EXCO RESOURCES INC COM 269279402 18,509,281 1,195,690 SH SOLE 1,195,690 0 0 EXELON CORP COM 30161N101 71,623,017 877,303 SH SOLE 843,723 0 33,580 EXELON CORP COM 30161N101 217,979 2,670 SH DEFINED 1 2,670 0 0 EXPRESS SCRIPTS INC COM 302182100 32,792,038 449,206 SH SOLE 449,206 0 0 EXPRESS SCRIPTS INC COM 302182100 4,637,690 63,530 SH DEFINED 2 63,530 0 0 EXPRESS SCRIPTS INC COM 302182100 77,380 1,060 SH DEFINED 1 0 0 1,060 EXTERRAN HLDGS INC COM 30225X103 51,126,800 625,022 SH SOLE 625,022 0 0 EXTERRAN HLDGS INC COM 30225X103 949,698 11,610 SH DEFINED 2 11,610 0 0 EXTERRAN HLDGS INC COM 30225X103 175,870 2,150 SH DEFINED 1 2,150 0 0 EXTERRAN HLDGS INC COM 30225X103 102,250 1,250 SH DEFINED 4 1,250 0 0 EXXON MOBIL CORP COM 30231G102 1,523,637,797 16,262,545 SH SOLE 15,427,855 0 834,690 EXXON MOBIL CORP COM 30231G102 8,990,305 95,958 SH DEFINED 3 54,140 0 41,818 EXXON MOBIL CORP COM 30231G102 77,736,935 829,725 SH DEFINED 2 768,485 0 61,240 EXXON MOBIL CORP COM 30231G102 184,299,379 1,967,119 SH DEFINED 1 979,128 0 987,991 EXXON MOBIL CORP COM 30231G102 50,627,265 540,370 SH DEFINED 5 236,730 0 303,640 EXXON MOBIL CORP COM 30231G102 125,273,836 1,337,110 SH DEFINED 4 1,240,630 0 96,480 F5 NETWORKS INC COM 315616102 1,982,140 69,500 SH SOLE 69,500 0 0 F5 NETWORKS INC COM 315616102 379,316 13,300 SH DEFINED 3 13,300 0 0 F5 NETWORKS INC COM 315616102 496,248 17,400 SH DEFINED 2 17,400 0 0 FAMILY DLR STORES INC COM 307000109 7,965,585 414,227 SH SOLE 414,227 0 0 FAMILY DLR STORES INC COM 307000109 143,571 7,466 SH DEFINED 1 7,466 0 0 FEDERAL HOME LN MTG CORP COM 313400301 78,096,549 2,292,238 SH SOLE 2,170,428 0 121,810 FEDERAL HOME LN MTG CORP COM 313400301 1,522,588 44,690 SH DEFINED 2 44,690 0 0 FEDERAL HOME LN MTG CORP COM 313400301 8,801,576 258,338 SH DEFINED 1 133,488 0 124,850
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- FEDERAL NATL MTG ASSN COM 313586109 422,045,592 10,556,418 SH SOLE 10,165,018 0 391,400 FEDERAL NATL MTG ASSN COM 313586109 14,099,547 352,665 SH DEFINED 2 352,665 0 0 FEDERAL NATL MTG ASSN COM 313586109 47,051,223 1,176,869 SH DEFINED 1 632,603 0 544,266 FEDEX CORP COM 31428X106 97,594,782 1,094,480 SH SOLE 1,071,710 0 22,770 FEDEX CORP COM 31428X106 911,317 10,220 SH DEFINED 2 10,220 0 0 FEDEX CORP COM 31428X106 340,094 3,814 SH DEFINED 1 2,696 0 1,118 FEDEX CORP COM 31428X106 0 0 SH DEFINED 4 0 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 103,690,109 2,493,150 SH SOLE 2,403,910 0 89,240 FIDELITY NATL INFORMATION SV COM 31620M106 1,663,600 40,000 SH DEFINED 2 40,000 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 502,407 12,080 SH DEFINED 1 12,080 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 58,642 1,410 SH DEFINED 4 1,410 0 0 FIRSTENERGY CORP COM 337932107 63,541,141 878,368 SH SOLE 809,658 0 68,710 FIRSTENERGY CORP COM 337932107 88,255 1,220 SH DEFINED 1 1,220 0 0 FLEXTRONICS INTL LTD ORD Y2573F102 177,332,495 14,704,187 SH SOLE 14,350,907 0 353,280 FLEXTRONICS INTL LTD ORD Y2573F102 2,243,064 185,992 SH DEFINED 3 185,992 0 0 FLEXTRONICS INTL LTD ORD Y2573F102 9,353,254 775,560 SH DEFINED 2 775,560 0 0 FLEXTRONICS INTL LTD ORD Y2573F102 214,186 17,760 SH DEFINED 1 17,760 0 0 FLEXTRONICS INTL LTD ORD Y2573F102 121,324 10,060 SH DEFINED 4 10,060 0 0 FLOWSERVE CORP COM 34354P105 17,497,818 181,890 SH SOLE 181,890 0 0 FLUOR CORP NEW COM 343412102 65,521,541 449,640 SH SOLE 449,640 0 0 FLUOR CORP NEW COM 343412102 1,256,106 8,620 SH DEFINED 2 8,620 0 0 FLUOR CORP NEW COM 343412102 230,238 1,580 SH DEFINED 1 1,580 0 0 FLUOR CORP NEW COM 343412102 125,319 860 SH DEFINED 4 860 0 0 FMC TECHNOLOGIES INC COM 30249U101 7,540,873 132,996 SH SOLE 132,996 0 0 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 1,436,070 37,623 SH SOLE 37,623 0 0 FOSTER WHEELER LTD SHS NEW G36535139 10,990,918 70,900 SH SOLE 70,900 0 0 FOUNDATION COAL HLDGS INC COM 35039W100 560,175 10,670 SH SOLE 10,670 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- FOUNDATION COAL HLDGS INC COM 35039W100 62,475 1,190 SH DEFINED 1 1,190 0 0 FPL GROUP INC COM 302571104 589,190,054 8,692,683 SH SOLE 8,226,771 0 465,912 FPL GROUP INC COM 302571104 11,626,981 171,540 SH DEFINED 2 171,540 0 0 FPL GROUP INC COM 302571104 30,735,112 453,454 SH DEFINED 1 243,234 0 210,220 FPL GROUP INC COM 302571104 222,996 3,290 SH DEFINED 4 3,290 0 0 FRANKLIN RES INC COM 354613101 256,140,112 2,238,400 SH SOLE 2,135,880 0 102,520 FRANKLIN RES INC COM 354613101 8,527,324 74,520 SH DEFINED 2 74,520 0 0 FRANKLIN RES INC COM 354613101 26,236,739 229,282 SH DEFINED 1 114,622 0 114,660 FREEPORT-MCMORAN COPPER & GO COM 35671D857 24,561,731 239,767 SH SOLE 239,767 0 0 FREEPORT-MCMORAN COPPER & GO COM 35671D857 584,830 5,709 SH DEFINED 1 4,567 0 1,142 FRONTLINE LTD SHS G3682E127 470,400 9,800 SH SOLE 9,800 0 0 FRONTLINE LTD SHS G3682E127 44,976 937 SH DEFINED 1 937 0 0 FULLER H B CO COM 359694106 1,926,210 85,800 SH SOLE 85,800 0 0 GAMESTOP CORP NEW CL A 36467W109 60,362,038 971,857 SH SOLE 971,857 0 0 GAMESTOP CORP NEW CL A 36467W109 5,279,971 85,010 SH DEFINED 2 85,010 0 0 GAMESTOP CORP NEW CL A 36467W109 449,304 7,234 SH DEFINED 1 7,234 0 0 GATX CORP COM 361448103 995,275 27,134 SH SOLE 27,134 0 0 GENENTECH INC COM NEW 368710406 51,610,969 769,509 SH SOLE 769,509 0 0 GENENTECH INC COM NEW 368710406 767,281 11,440 SH DEFINED 2 11,440 0 0 GENENTECH INC COM NEW 368710406 113,214 1,688 SH DEFINED 1 1,688 0 0 GENERAL DYNAMICS CORP COM 369550108 30,503,992 342,780 SH SOLE 342,780 0 0 GENERAL ELECTRIC CO COM 369604103 295,004,432 7,958,037 SH SOLE 7,445,744 0 512,293 GENERAL ELECTRIC CO COM 369604103 2,538,924 68,490 SH DEFINED 2 68,490 0 0 GENERAL ELECTRIC CO COM 369604103 1,018,572 27,477 SH DEFINED 1 17,127 0 10,350 GENERAL GROWTH PPTYS INC COM 370021107 1,199,615 29,131 SH SOLE 29,131 0 0 GENERAL MLS INC COM 370334104 430,246,773 7,548,189 SH SOLE 6,886,289 0 661,900
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- GENERAL MLS INC COM 370334104 9,226,818 161,874 SH DEFINED 3 91,670 0 70,204 GENERAL MLS INC COM 370334104 46,305,717 812,381 SH DEFINED 2 708,801 0 103,580 GENERAL MLS INC COM 370334104 80,821,554 1,417,922 SH DEFINED 1 717,173 0 700,749 GENERAL MLS INC COM 370334104 52,059,240 913,320 SH DEFINED 5 400,710 0 512,610 GENERAL MLS INC COM 370334104 127,691,001 2,240,193 SH DEFINED 4 2,078,642 0 161,551 GENERAL MTRS CORP COM 370442105 176,918 7,108 SH SOLE 7,108 0 0 GENERAL MTRS CORP COM 370442105 34,547 1,388 SH DEFINED 1 1,388 0 0 GENOPTIX INC COM 37243V100 3,734,348 121,640 SH SOLE 121,640 0 0 GENUINE PARTS CO COM 372460105 5,155,042 111,340 SH SOLE 111,340 0 0 GENWORTH FINL INC COM CL A 37247D106 527,548,749 20,728,831 SH SOLE 19,342,181 0 1,386,650 GENWORTH FINL INC COM CL A 37247D106 3,497,772 137,437 SH DEFINED 3 78,510 0 58,927 GENWORTH FINL INC COM CL A 37247D106 29,326,315 1,152,311 SH DEFINED 2 1,062,291 0 90,020 GENWORTH FINL INC COM CL A 37247D106 51,466,288 2,022,251 SH DEFINED 1 1,062,455 0 959,796 GENWORTH FINL INC COM CL A 37247D106 19,861,180 780,400 SH DEFINED 5 342,380 0 438,020 GENWORTH FINL INC COM CL A 37247D106 50,034,624 1,965,997 SH DEFINED 4 1,824,224 0 141,773 GENZYME CORP COM 372917104 481,143,387 6,463,506 SH SOLE 6,343,926 0 119,580 GENZYME CORP COM 372917104 12,052,580 161,910 SH DEFINED 2 161,910 0 0 GENZYME CORP COM 372917104 1,712,269 23,002 SH DEFINED 1 23,002 0 0 GENZYME CORP COM 372917104 480,734 6,458 SH DEFINED 4 6,458 0 0 GERDAU AMERISTEEL CORP COM 37373P105 621,044 43,674 SH SOLE 43,674 0 0 GFI GROUP INC COM 361652209 9,211,136 96,230 SH SOLE 96,230 0 0 GILEAD SCIENCES INC COM 375558103 120,556,046 2,620,214 SH SOLE 2,582,354 0 37,860 GILEAD SCIENCES INC COM 375558103 134,349 2,920 SH DEFINED 1 2,920 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 31,374,527 622,634 SH SOLE 622,634 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 13,690,459 271,690 SH DEFINED 1 162,890 0 108,800 GLOBAL CROSSING LTD SHS NEW G3921A175 22,638,735 1,026,700 SH SOLE 1,026,700 0 0 GMH CMNTYS TR COM 36188G102 1,024,777 185,648 SH SOLE 185,648 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- GOLDMAN SACHS GROUP INC COM 38141G104 706,248,948 3,284,115 SH SOLE 3,145,235 0 138,880 GOLDMAN SACHS GROUP INC COM 38141G104 2,947,690 13,707 SH DEFINED 3 7,695 0 6,012 GOLDMAN SACHS GROUP INC COM 38141G104 32,851,683 152,763 SH DEFINED 2 143,973 0 8,790 GOLDMAN SACHS GROUP INC COM 38141G104 79,596,887 370,132 SH DEFINED 1 197,200 0 172,932 GOLDMAN SACHS GROUP INC COM 38141G104 16,595,409 77,170 SH DEFINED 5 33,980 0 43,190 GOLDMAN SACHS GROUP INC COM 38141G104 41,248,525 191,809 SH DEFINED 4 177,897 0 13,912 GOODMAN GLOBAL INC COM 38239A100 7,744,824 315,600 SH SOLE 315,600 0 0 GOODMAN GLOBAL INC COM 38239A100 439,266 17,900 SH DEFINED 2 17,900 0 0 GOODRICH PETE CORP COM NEW 382410405 13,762,234 608,410 SH SOLE 608,410 0 0 GOODRICH PETE CORP COM NEW 382410405 27,144 1,200 SH DEFINED 1 1,200 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 18,972,080 672,292 SH SOLE 672,292 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 2,821,436 99,980 SH DEFINED 2 99,980 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 68,857 2,440 SH DEFINED 1 0 0 2,440 GOOGLE INC CL A 38259P508 494,955,161 715,791 SH SOLE 715,791 0 0 GOOGLE INC CL A 38259P508 1,189,346 1,720 SH DEFINED 3 1,720 0 0 GOOGLE INC CL A 38259P508 11,139,743 16,110 SH DEFINED 2 16,110 0 0 GOOGLE INC CL A 38259P508 2,364,862 3,420 SH DEFINED 1 2,595 0 825 GOOGLE INC CL A 38259P508 470,206 680 SH DEFINED 4 680 0 0 GRAINGER W W INC COM 384802104 239,940,456 2,741,550 SH SOLE 2,629,010 0 112,540 GRAINGER W W INC COM 384802104 10,713,323 122,410 SH DEFINED 2 122,410 0 0 GRAINGER W W INC COM 384802104 23,383,244 267,176 SH DEFINED 1 134,156 0 133,020 GRUPO TELEVISA SA DE CV SP ADR REP ORD 40049J206 206,852,601 8,702,255 SH SOLE 8,482,385 0 219,870 GRUPO TELEVISA SA DE CV SP ADR REP ORD 40049J206 7,415,289 311,960 SH DEFINED 2 311,960 0 0 GRUPO TELEVISA SA DE CV SP ADR REP ORD 40049J206 5,424,647 228,214 SH DEFINED 1 228,214 0 0 GRUPO TELEVISA SA DE CV SP ADR REP ORD 40049J206 89,138 3,750 SH DEFINED 4 3,750 0 0 GRUPO TELEVISA SA DE CV SP ADR REP ORD 40049J206 2,904,456 122,190 SH DEFINED 6 122,190 0 0 GUIDANCE SOFTWARE INC COM 401692108 9,538,445 684,250 SH SOLE 684,250 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- HAIN CELESTIAL GROUP INC COM 405217100 30,895,040 965,470 SH SOLE 965,470 0 0 HALLIBURTON CO COM 406216101 235,717,480 6,217,818 SH SOLE 5,999,038 0 218,780 HALLIBURTON CO COM 406216101 5,650,106 149,040 SH DEFINED 2 149,040 0 0 HALLIBURTON CO COM 406216101 1,912,180 50,440 SH DEFINED 1 50,440 0 0 HALLIBURTON CO COM 406216101 353,852 9,334 SH DEFINED 4 9,334 0 0 HARLEY DAVIDSON INC COM 412822108 70,194,947 1,502,782 SH SOLE 1,122,452 0 380,330 HARLEY DAVIDSON INC COM 412822108 6,459,479 138,289 SH DEFINED 3 78,360 0 59,929 HARLEY DAVIDSON INC COM 412822108 28,000,590 599,456 SH DEFINED 2 511,766 0 87,690 HARLEY DAVIDSON INC COM 412822108 43,467,018 930,572 SH DEFINED 1 468,688 0 461,884 HARLEY DAVIDSON INC COM 412822108 36,425,392 779,820 SH DEFINED 5 342,150 0 437,670 HARLEY DAVIDSON INC COM 412822108 89,645,271 1,919,188 SH DEFINED 4 1,780,171 0 139,017 HARMAN INTL INDS INC COM 413086109 656,904 8,912 SH SOLE 8,912 0 0 HARRIS CORP DEL COM 413875105 1,348,059 21,507 SH SOLE 21,507 0 0 HARSCO CORP COM 415864107 32,700,687 510,390 SH SOLE 510,390 0 0 HARTFORD FINL SVCS GROUP INC COM 416515104 407,150,150 4,669,689 SH SOLE 4,484,559 0 185,130 HARTFORD FINL SVCS GROUP INC COM 416515104 11,770,650 135,000 SH DEFINED 2 135,000 0 0 HARTFORD FINL SVCS GROUP INC COM 416515104 33,126,794 379,938 SH DEFINED 1 209,422 0 170,516 HARTFORD FINL SVCS GROUP INC COM 416515104 190,074 2,180 SH DEFINED 4 2,180 0 0 HASBRO INC COM 418056107 7,182,531 280,787 SH SOLE 280,787 0 0 HCP INC COM 40414L109 1,321,536 37,997 SH SOLE 37,997 0 0 HEALTHCARE SVCS GRP INC COM 421906108 23,976,184 1,132,020 SH SOLE 1,132,020 0 0 HERCULES OFFSHORE INC COM 427093109 1,401,355 58,930 SH SOLE 58,930 0 0 HERCULES OFFSHORE INC COM 427093109 57,072 2,400 SH DEFINED 1 2,400 0 0 HESS CORP COM 42809H107 1,110,926,101 11,014,536 SH SOLE 10,658,286 0 356,250 HESS CORP COM 42809H107 32,415,900 321,395 SH DEFINED 2 321,395 0 0 HESS CORP COM 42809H107 69,171,704 685,819 SH DEFINED 1 352,559 0 333,260
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- HESS CORP COM 42809H107 203,737 2,020 SH DEFINED 4 2,020 0 0 HEWLETT PACKARD CO COM 428236103 288,777,339 5,720,629 SH SOLE 5,467,219 0 253,410 HEWLETT PACKARD CO COM 428236103 8,959,190 177,480 SH DEFINED 2 177,480 0 0 HEWLETT PACKARD CO COM 428236103 28,215,746 558,949 SH DEFINED 1 284,399 0 274,550 HFF INC CL A 40418F108 7,297,969 942,890 SH SOLE 942,890 0 0 HIGHWOODS PPTYS INC COM 431284108 1,358,179 46,228 SH SOLE 46,228 0 0 HITTITE MICROWAVE CORP COM 43365Y104 53,707,839 1,124,536 SH SOLE 1,124,536 0 0 HLTH CORPORATION COM 40422Y101 18,174,112 1,356,277 SH SOLE 1,356,277 0 0 HLTH CORPORATION COM 40422Y101 3,497,266 260,990 SH DEFINED 2 260,990 0 0 HLTH CORPORATION COM 40422Y101 14,914 1,113 SH DEFINED 1 1,113 0 0 HONEYWELL INTL INC COM 438516106 1,543,621 25,071 SH SOLE 25,071 0 0 HONEYWELL INTL INC COM 438516106 58,368 948 SH DEFINED 1 948 0 0 HOST HOTELS & RESORTS INC COM 44107P104 14,457,111 848,422 SH SOLE 848,422 0 0 HOST HOTELS & RESORTS INC COM 44107P104 282,864 16,600 SH DEFINED 2 16,600 0 0 HOVNANIAN ENTERPRISES INC CL A 442487203 93,332 13,017 SH SOLE 13,017 0 0 HUMANA INC COM 444859102 48,385,244 642,481 SH SOLE 642,481 0 0 HUMANA INC COM 444859102 6,947,348 92,250 SH DEFINED 2 92,250 0 0 HUMANA INC COM 444859102 917,426 12,182 SH DEFINED 1 9,158 0 3,024 HUNTINGTON BANCSHARES INC COM 446150104 23,514,746 1,593,140 SH SOLE 1,441,390 0 151,750 IDEXX LABS INC COM 45168D104 82,304,677 1,403,798 SH SOLE 1,403,798 0 0 IGATE CORP COM 45169U105 11,835,453 1,397,338 SH SOLE 1,397,338 0 0 IMMUCOR INC COM 452526106 12,941,081 380,732 SH SOLE 380,732 0 0 INFOSYS TECHNOLOGIES LTD SPONSORED ADR 456788108 17,782,481 392,030 SH SOLE 392,030 0 0 INFOSYS TECHNOLOGIES LTD SPONSORED ADR 456788108 108,864 2,400 SH DEFINED 1 2,400 0 0 ING GROEP N V SPONSORED ADR 456837103 18,562,405 477,060 SH SOLE 477,060 0 0 INSULET CORP COM 45784P101 12,309,625 524,260 SH SOLE 524,260 0 0 INTEGRYS ENERGY GROUP INC COM 45822P105 1,470,632 28,451 SH SOLE 28,451 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- INTEL CORP COM 458140100 1,015,043,624 38,073,654 SH SOLE 36,820,094 0 1,253,560 INTEL CORP COM 458140100 9,188,449 344,653 SH DEFINED 3 244,112 0 100,541 INTEL CORP COM 458140100 55,168,578 2,069,339 SH DEFINED 2 1,921,249 0 148,090 INTEL CORP COM 458140100 97,467,654 3,655,951 SH DEFINED 1 1,968,978 0 1,686,973 INTEL CORP COM 458140100 34,345,811 1,288,290 SH DEFINED 5 565,300 0 722,990 INTEL CORP COM 458140100 86,273,120 3,236,051 SH DEFINED 4 3,003,393 0 232,658 INTERNATIONAL BUSINESS MACHS COM 459200101 810,699,409 7,499,532 SH SOLE 7,263,632 0 235,900 INTERNATIONAL BUSINESS MACHS COM 459200101 10,074,920 93,200 SH PUT SOLE 93,200 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 2,026,875 18,750 SH DEFINED 3 18,750 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 20,292,532 187,720 SH DEFINED 2 187,720 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 40,943,740 378,758 SH DEFINED 1 219,468 0 159,290 INTERNATIONAL BUSINESS MACHS COM 459200101 565,363 5,230 SH DEFINED 4 5,230 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1,934,990 17,900 SH PUT DEFINED 3 17,900 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 2,518,730 23,300 SH PUT DEFINED 2 23,300 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 34,728,202 721,550 SH SOLE 693,110 0 28,440 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 107,330 2,230 SH DEFINED 1 2,230 0 0 INTERNATIONAL GAME TECHNOLOG COM 459902102 190,463,655 4,335,617 SH SOLE 4,312,237 0 23,380 INTERNATIONAL GAME TECHNOLOG COM 459902102 10,532,218 239,750 SH DEFINED 2 239,750 0 0 INTERNATIONAL GAME TECHNOLOG COM 459902102 861,467 19,610 SH DEFINED 1 19,610 0 0 INTERNATIONAL GAME TECHNOLOG COM 459902102 197,729 4,501 SH DEFINED 4 4,501 0 0 INTERNATIONAL RECTIFIER CORP COM 460254105 1,012,238 29,798 SH SOLE 29,798 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- INTERSIL CORP CL A 46069S109 111,795,754 4,566,820 SH SOLE 4,566,820 0 0 INTERSIL CORP CL A 46069S109 5,484,254 224,030 SH DEFINED 2 224,030 0 0 INTERSIL CORP CL A 46069S109 72,706 2,970 SH DEFINED 1 930 0 2,040 INTUIT COM 461202103 3,379,077 106,899 SH SOLE 106,899 0 0 INVERNESS MED INNOVATIONS IN COM 46126P106 7,800,818 138,854 SH SOLE 138,854 0 0 INVESCO LTD SHS G491BT108 65,169,670 2,076,790 SH SOLE 2,076,790 0 0 INVESCO LTD SHS G491BT108 3,284,545 104,670 SH DEFINED 2 104,670 0 0 INVESCO LTD SHS G491BT108 1,087,631 34,660 SH DEFINED 1 34,660 0 0 INVESCO LTD SHS G491BT108 296,227 9,440 SH DEFINED 4 9,440 0 0 INVITROGEN CORP COM 46185R100 18,548,611 198,572 SH SOLE 198,572 0 0 INVITROGEN CORP COM 46185R100 1,106,909 11,850 SH DEFINED 2 11,850 0 0 INVITROGEN CORP COM 46185R100 339,078 3,630 SH DEFINED 1 3,630 0 0 IPC HLDGS LTD ORD G4933P101 2,615,622 90,600 SH SOLE 90,600 0 0 ISHARES TR MSCI EAFE IDX 464287465 29,138,023 371,185 SH SOLE 371,185 0 0 ISHARES TR RUSSELL MIDCAP 464287499 839,399 8,107 SH SOLE 8,107 0 0 ISHARES TR RUSSELL 1000 VAL 464287598 123,827,837 1,543,026 SH SOLE 1,543,026 0 0 ITT EDUCATIONAL SERVICES INC COM 45068B109 10,632,572 124,693 SH SOLE 124,693 0 0 ITT EDUCATIONAL SERVICES INC COM 45068B109 2,056,712 24,120 SH DEFINED 2 24,120 0 0 ITT EDUCATIONAL SERVICES INC COM 45068B109 203,454 2,386 SH DEFINED 1 181 0 2,205 JABIL CIRCUIT INC COM 466313103 15,830,562 1,036,710 SH SOLE 1,036,710 0 0 JARDEN CORP COM 471109108 38,743,656 1,640,985 SH SOLE 1,483,955 0 157,030 JEFFERIES GROUP INC NEW COM 472319102 1,011,088 43,865 SH SOLE 43,865 0 0 JOHNSON & JOHNSON COM 478160104 1,074,715,956 16,112,683 SH SOLE 15,108,443 0 1,004,240 JOHNSON & JOHNSON COM 478160104 16,350,771 245,139 SH DEFINED 3 138,860 0 106,279 JOHNSON & JOHNSON COM 478160104 98,081,083 1,470,481 SH DEFINED 2 1,313,711 0 156,770 JOHNSON & JOHNSON COM 478160104 193,886,161 2,906,839 SH DEFINED 1 1,489,621 0 1,417,218 JOHNSON & JOHNSON COM 478160104 92,237,429 1,382,870 SH DEFINED 5 606,520 0 776,350
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- JOHNSON & JOHNSON COM 478160104 228,229,058 3,421,725 SH DEFINED 4 3,174,759 0 246,966 JOHNSON CTLS INC COM 478366107 151,422,348 4,201,508 SH SOLE 3,901,318 0 300,190 JOHNSON CTLS INC COM 478366107 4,895,674 135,840 SH DEFINED 2 135,840 0 0 JOHNSON CTLS INC COM 478366107 14,509,776 402,602 SH DEFINED 1 200,362 0 202,240 JP MORGAN CHASE & CO COM 46625H100 422,474,557 9,678,684 SH SOLE 9,024,574 0 654,110 JP MORGAN CHASE & CO COM 46625H100 4,171,631 95,570 SH DEFINED 2 95,570 0 0 JP MORGAN CHASE & CO COM 46625H100 2,528,950 57,937 SH DEFINED 1 46,406 0 11,531 JP MORGAN CHASE & CO COM 46625H100 426,461 9,770 SH DEFINED 4 9,770 0 0 JUNIPER NETWORKS INC COM 48203R104 28,078,402 845,735 SH SOLE 845,735 0 0 JUNIPER NETWORKS INC COM 48203R104 710,812 21,410 SH DEFINED 2 21,410 0 0 JUNIPER NETWORKS INC COM 48203R104 27,888 840 SH DEFINED 1 840 0 0 KELLOGG CO COM 487836108 224,715,452 4,286,009 SH SOLE 4,102,079 0 183,930 KELLOGG CO COM 487836108 10,691,526 203,920 SH DEFINED 2 203,920 0 0 KELLOGG CO COM 487836108 37,790,862 720,787 SH DEFINED 1 403,804 0 316,983 KENNAMETAL INC COM 489170100 62,892,123 1,661,176 SH SOLE 1,593,436 0 67,740 KENNAMETAL INC COM 489170100 1,355,388 35,800 SH DEFINED 2 35,800 0 0 KILROY RLTY CORP COM 49427F108 1,492,164 27,150 SH SOLE 27,150 0 0 KIMBERLY CLARK CORP COM 494368103 992,117 14,308 SH SOLE 14,308 0 0 KIMBERLY CLARK CORP COM 494368103 371,316 5,355 SH DEFINED 1 1,982 0 3,373 KIMCO REALTY CORP COM 49446R109 1,645,353 45,202 SH SOLE 45,202 0 0 KIRBY CORP COM 497266106 13,106,895 281,990 SH SOLE 281,990 0 0 KIRBY CORP COM 497266106 2,519,216 54,200 SH DEFINED 2 54,200 0 0 KLA-TENCOR CORP COM 482480100 64,419,298 1,337,610 SH SOLE 1,337,610 0 0 KLA-TENCOR CORP COM 482480100 1,539,675 31,970 SH DEFINED 2 31,970 0 0 KLA-TENCOR CORP COM 482480100 41,418 860 SH DEFINED 1 860 0 0 KNOT INC COM 499184109 13,667,753 857,450 SH SOLE 857,450 0 0 KODIAK OIL & GAS CORP COM 50015Q100 6,454,998 2,934,090 SH SOLE 2,934,090 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- KOHLS CORP COM 500255104 13,160,172 287,340 SH SOLE 287,340 0 0 KONINKLIJKE PHILIPS ELECTRS NY REG SH NEW 500472303 43,776,210 1,024,005 SH SOLE 1,024,005 0 0 KRAFT FOODS INC CL A 50075N104 1,589,342 48,708 SH SOLE 48,708 0 0 KROGER CO COM 501044101 84,804,544 3,175,011 SH SOLE 3,025,111 0 149,900 KROGER CO COM 501044101 5,565,029 208,350 SH DEFINED 2 208,350 0 0 KROGER CO COM 501044101 446,832 16,729 SH DEFINED 1 9,729 0 7,000 L-3 COMMUNICATIONS HLDGS INC COM 502424104 2,262,878 21,360 SH SOLE 21,360 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 15,296,336 202,520 SH SOLE 202,520 0 0 LANDSTAR SYS INC COM 515098101 3,203,822 76,010 SH SOLE 76,010 0 0 LAUDER ESTEE COS INC CL A 518439104 10,035,882 230,128 SH SOLE 230,128 0 0 LAUDER ESTEE COS INC CL A 518439104 1,205,380 27,640 SH DEFINED 2 27,640 0 0 LEGG MASON INC COM 524901105 55,168,121 754,178 SH SOLE 699,458 0 54,720 LEGG MASON INC COM 524901105 1,847,038 25,250 SH DEFINED 2 25,250 0 0 LEHMAN BROS HLDGS INC COM 524908100 320,925,416 4,904,117 SH SOLE 4,676,327 0 227,790 LEHMAN BROS HLDGS INC COM 524908100 6,108,170 93,340 SH DEFINED 2 93,340 0 0 LEHMAN BROS HLDGS INC COM 524908100 21,668,951 331,127 SH DEFINED 1 189,417 0 141,710 LEXINGTON REALTY TRUST COM 529043101 1,401,118 96,363 SH SOLE 96,363 0 0 LIBERTY GLOBAL INC COM SER A 530555101 3,699,536 94,400 SH SOLE 94,400 0 0 LIBERTY GLOBAL INC COM SER A 530555101 54,552 1,392 SH DEFINED 1 1,392 0 0 LILLY ELI & CO COM 532457108 33,198,009 621,802 SH SOLE 544,797 0 77,005 LOCKHEED MARTIN CORP COM 539830109 1,451,569,438 13,790,323 SH SOLE 13,357,643 0 432,680 LOCKHEED MARTIN CORP COM 539830109 43,910,262 417,160 SH DEFINED 2 417,160 0 0 LOCKHEED MARTIN CORP COM 539830109 134,309,339 1,275,977 SH DEFINED 1 680,979 0 594,998 LOCKHEED MARTIN CORP COM 539830109 322,096 3,060 SH DEFINED 4 3,060 0 0 LOEWS CORP CAROLNA GP STK 540424207 33,990,344 398,480 SH SOLE 398,480 0 0 LOEWS CORP CAROLNA GP STK 540424207 3,224,340 37,800 SH DEFINED 2 37,800 0 0 LONGS DRUG STORES CORP COM 543162101 5,979,340 127,220 SH SOLE 127,220 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- LOUISIANA PAC CORP COM 546347105 1,861,848 136,100 SH SOLE 136,100 0 0 LOUISIANA PAC CORP COM 546347105 109,440 8,000 SH DEFINED 2 8,000 0 0 LOWES COS INC COM 548661107 151,304,660 6,688,977 SH SOLE 6,617,137 0 71,840 LOWES COS INC COM 548661107 3,082,880 136,290 SH DEFINED 2 136,290 0 0 LOWES COS INC COM 548661107 4,807,067 212,514 SH DEFINED 1 116,764 0 95,750 LOWES COS INC COM 548661107 155,852 6,890 SH DEFINED 4 6,890 0 0 LUFKIN INDS INC COM 549764108 1,578,340 27,550 SH SOLE 27,550 0 0 LUMBER LIQUIDATORS INC COM 55003Q103 9,209,266 1,024,390 SH SOLE 1,024,390 0 0 M D C HLDGS INC COM 552676108 31,750,977 855,130 SH SOLE 855,130 0 0 MACERICH CO COM 554382101 5,446,465 76,646 SH SOLE 76,646 0 0 MACK CALI RLTY CORP COM 554489104 26,862,686 790,079 SH SOLE 790,079 0 0 MACK CALI RLTY CORP COM 554489104 44,200 1,300 SH DEFINED 1 1,300 0 0 MACYS INC COM 55616P104 512,230,243 19,800,164 SH SOLE 18,950,124 0 850,040 MACYS INC COM 55616P104 13,824,669 534,390 SH DEFINED 2 534,390 0 0 MACYS INC COM 55616P104 39,496,505 1,526,730 SH DEFINED 1 831,940 0 694,790 MACYS INC COM 55616P104 186,523 7,210 SH DEFINED 4 7,210 0 0 MAGUIRE PPTYS INC COM 559775101 13,203,149 448,020 SH SOLE 448,020 0 0 MARATHON OIL CORP COM 565849106 410,040,355 6,737,436 SH SOLE 6,540,246 0 197,190 MARATHON OIL CORP COM 565849106 6,132,254 100,760 SH DEFINED 2 100,760 0 0 MARATHON OIL CORP COM 565849106 22,338,359 367,045 SH DEFINED 1 207,907 0 159,138 MARATHON OIL CORP COM 565849106 200,229 3,290 SH DEFINED 4 3,290 0 0 MARRIOTT INTL INC NEW CL A 571903202 3,736,899 109,330 SH SOLE 109,330 0 0 MARSHALL & ILSLEY CORP NEW COM 571837103 2,075,185 78,368 SH SOLE 78,368 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 61,902,797 4,427,954 SH SOLE 4,385,474 0 42,480 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 916,892 65,586 SH DEFINED 3 65,586 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 2,870,038 205,296 SH DEFINED 2 205,296 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 566,749 40,540 SH DEFINED 1 40,540 0 0 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 150,005 10,730 SH DEFINED 4 10,730 0 0 MASCO CORP COM 574599106 314,212,858 14,540,160 SH SOLE 14,173,470 0 366,690 MASCO CORP COM 574599106 12,772,158 591,030 SH DEFINED 2 591,030 0 0 MASCO CORP COM 574599106 40,643,461 1,880,771 SH DEFINED 1 987,681 0 893,090 MATHSTAR INC COM 576801203 804,128 1,237,120 SH SOLE 1,237,120 0 0 MATRIA HEALTHCARE INC COM NEW 576817209 1,563,852 65,791 SH SOLE 65,791 0 0 MAX CAPITAL GROUP LTD SHS G6052F103 52,491,886 1,875,380 SH SOLE 1,726,740 0 148,640 MAX CAPITAL GROUP LTD SHS G6052F103 909,675 32,500 SH DEFINED 2 32,500 0 0 MBIA INC COM 55262C100 14,354,117 770,484 SH SOLE 696,264 0 74,220 MCAFEE INC COM 579064106 52,011,263 1,386,967 SH SOLE 1,386,967 0 0 MCAFEE INC COM 579064106 7,275,375 194,010 SH DEFINED 2 194,010 0 0 MCAFEE INC COM 579064106 229,575 6,122 SH DEFINED 1 3,462 0 2,660 MCCORMICK & SCHMICKS SEAFD R COM 579793100 13,873,993 1,162,950 SH SOLE 1,162,950 0 0 MCDONALDS CORP COM 580135101 16,300,633 276,704 SH SOLE 276,704 0 0 MCDONALDS CORP COM 580135101 217,967 3,700 SH DEFINED 1 3,700 0 0 MCGRAW HILL COS INC COM 580645109 4,030,520 92,000 SH SOLE 92,000 0 0 MCMORAN EXPLORATION CO COM 582411104 973,503 74,370 SH SOLE 74,370 0 0 MCMORAN EXPLORATION CO COM 582411104 45,815 3,500 SH DEFINED 1 3,500 0 0 MDU RES GROUP INC COM 552690109 93,519,488 3,387,160 SH SOLE 3,104,100 0 283,060 MEADWESTVACO CORP COM 583334107 39,389,798 1,258,460 SH SOLE 1,101,890 0 156,570 MEDASSETS INC COM 584045108 18,400,763 768,620 SH SOLE 768,620 0 0 MEDICAL PPTYS TRUST INC COM 58463J304 1,044,373 102,490 SH SOLE 102,490 0 0 MEDICIS PHARMACEUTICAL CORP CL A NEW 584690309 30,271,931 1,165,650 SH SOLE 1,165,650 0 0 MEDTRONIC INC COM 585055106 328,791,840 6,540,518 SH SOLE 6,175,718 0 364,800 MEDTRONIC INC COM 585055106 6,870,803 136,678 SH DEFINED 3 77,400 0 59,278
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- MEDTRONIC INC COM 585055106 34,536,345 687,017 SH DEFINED 2 599,617 0 87,400 MEDTRONIC INC COM 585055106 47,602,925 946,945 SH DEFINED 1 488,023 0 458,922 MEDTRONIC INC COM 585055106 38,468,615 765,240 SH DEFINED 5 335,320 0 429,920 MEDTRONIC INC COM 585055106 95,606,100 1,901,852 SH DEFINED 4 1,764,123 0 137,729 MELCO PBL ENTMNT LTD ADR 585464100 8,078,475 698,830 SH SOLE 698,830 0 0 MELLANOX TECHNOLOGIES LTD SHS M51363113 16,821,615 923,250 SH SOLE 923,250 0 0 MEMC ELECTR MATLS INC COM 552715104 11,602,012 131,111 SH SOLE 131,111 0 0 MEMC ELECTR MATLS INC COM 552715104 1,806,966 20,420 SH DEFINED 2 20,420 0 0 MERCK & CO INC COM 589331107 847,057,338 14,576,791 SH SOLE 14,176,201 0 400,590 MERCK & CO INC COM 589331107 22,809,918 392,530 SH DEFINED 2 392,530 0 0 MERCK & CO INC COM 589331107 58,953,641 1,014,518 SH DEFINED 1 564,108 0 450,410 MERCK & CO INC COM 589331107 552,510 9,508 SH DEFINED 4 9,508 0 0 MERCURY GENL CORP NEW COM 589400100 836,310 16,790 SH SOLE 16,790 0 0 MERRILL LYNCH & CO INC COM 590188108 175,151,506 3,262,882 SH SOLE 3,082,342 0 180,540 MERRILL LYNCH & CO INC COM 590188108 3,985,740 74,250 SH DEFINED 2 74,250 0 0 MERRILL LYNCH & CO INC COM 590188108 22,248,428 414,464 SH DEFINED 1 205,521 0 208,943 METABOLIX INC COM 591018809 5,423,544 227,880 SH SOLE 227,880 0 0 METLIFE INC COM 59156R108 792,000,751 12,852,982 SH SOLE 12,510,342 0 342,640 METLIFE INC COM 59156R108 28,825,898 467,801 SH DEFINED 2 467,801 0 0 METLIFE INC COM 59156R108 80,684,797 1,309,393 SH DEFINED 1 700,360 0 609,033 METLIFE INC COM 59156R108 413,470 6,710 SH DEFINED 4 6,710 0 0 MGM MIRAGE COM 552953101 10,734,395 127,760 SH SOLE 127,760 0 0 MICROSOFT CORP COM 594918104 412,830,238 11,596,355 SH SOLE 11,596,355 0 0 MICROSOFT CORP COM 594918104 1,274,480 35,800 SH DEFINED 3 35,800 0 0 MICROSOFT CORP COM 594918104 9,483,128 266,380 SH DEFINED 2 266,380 0 0 MICROSOFT CORP COM 594918104 1,563,588 43,921 SH DEFINED 1 36,795 0 7,126 MICROSOFT CORP COM 594918104 285,868 8,030 SH DEFINED 4 8,030 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- MICROSTRATEGY INC CL A NEW 594972408 8,461,998 88,980 SH SOLE 88,980 0 0 MICROSTRATEGY INC CL A NEW 594972408 1,251,516 13,160 SH DEFINED 3 13,160 0 0 MICROSTRATEGY INC CL A NEW 594972408 1,649,034 17,340 SH DEFINED 2 17,340 0 0 MILLIPORE CORP COM 601073109 199,808,550 2,730,371 SH SOLE 2,730,371 0 0 MILLIPORE CORP COM 601073109 6,206,396 84,810 SH DEFINED 2 84,810 0 0 MILLIPORE CORP COM 601073109 774,830 10,588 SH DEFINED 1 10,588 0 0 MILLIPORE CORP COM 601073109 263,960 3,607 SH DEFINED 4 3,607 0 0 MIRANT CORP NEW COM 60467R100 31,460,368 807,090 SH SOLE 807,090 0 0 MIRANT CORP NEW COM 60467R100 3,054,863 78,370 SH DEFINED 2 78,370 0 0 MIRANT CORP NEW COM 60467R100 152,139 3,903 SH DEFINED 1 3,903 0 0 MOBILE TELESYSTEMS OJSC SPONSORED ADR 607409109 69,577,740 683,542 SH SOLE 644,662 0 38,880 MOLSON COORS BREWING CO CL B 60871R209 15,380,179 297,950 SH SOLE 297,950 0 0 MOLSON COORS BREWING CO CL B 60871R209 2,281,604 44,200 SH DEFINED 2 44,200 0 0 MONRO MUFFLER BRAKE INC COM 610236101 12,605,450 646,765 SH SOLE 646,765 0 0 MONSANTO CO NEW COM 61166W101 74,604,341 667,959 SH SOLE 660,199 0 7,760 MONSANTO CO NEW COM 61166W101 61,430 550 SH DEFINED 1 550 0 0 MOODYS CORP COM 615369105 27,220,536 762,480 SH SOLE 762,480 0 0 MOODYS CORP COM 615369105 690,081 19,330 SH DEFINED 2 19,330 0 0 MOODYS CORP COM 615369105 16,779 470 SH DEFINED 1 470 0 0 MORGAN STANLEY COM NEW 617446448 10,905,873 205,345 SH SOLE 205,345 0 0 MORGAN STANLEY COM NEW 617446448 697,547 13,134 SH DEFINED 1 9,664 0 3,470 MORGANS HOTEL GROUP CO COM 61748W108 836,559 43,390 SH SOLE 43,390 0 0 MOSAIC CO COM 61945A107 18,893,472 200,270 SH SOLE 200,270 0 0 MOTOROLA INC COM 620076109 32,109,738 2,001,854 SH SOLE 1,860,427 0 141,427 MOTOROLA INC COM 620076109 338,989 21,134 SH DEFINED 1 13,584 0 7,550 MSC SOFTWARE CORP COM 553531104 31,564,024 2,429,871 SH SOLE 2,429,871 0 0 MSC SOFTWARE CORP COM 553531104 1,407,882 108,382 SH DEFINED 3 108,382 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- MSC SOFTWARE CORP COM 553531104 1,754,248 135,046 SH DEFINED 2 135,046 0 0 MSCI INC CL A 55354G100 20,511,360 534,150 SH SOLE 534,150 0 0 MWI VETERINARY SUPPLY INC COM 55402X105 50,361,520 1,259,038 SH SOLE 1,259,038 0 0 NALCO HOLDING COMPANY COM 62985Q101 7,792,972 322,290 SH SOLE 322,290 0 0 NANOSPHERE INC COM 63009F105 6,693,935 478,480 SH SOLE 478,480 0 0 NATIONAL OILWELL VARCO INC COM 637071101 89,384,365 1,216,776 SH SOLE 1,190,296 0 26,480 NATIONAL OILWELL VARCO INC COM 637071101 388,971 5,295 SH DEFINED 1 5,295 0 0 NATIONAL SEMICONDUCTOR CORP COM 637640103 162,811,711 7,191,330 SH SOLE 7,134,380 0 56,950 NATIONAL SEMICONDUCTOR CORP COM 637640103 938,428 41,450 SH DEFINED 3 41,450 0 0 NATIONAL SEMICONDUCTOR CORP COM 637640103 7,613,832 336,300 SH DEFINED 2 336,300 0 0 NATIONAL SEMICONDUCTOR CORP COM 637640103 1,142,143 50,448 SH DEFINED 1 50,448 0 0 NATIONAL SEMICONDUCTOR CORP COM 637640103 226,558 10,007 SH DEFINED 4 10,007 0 0 NATIONWIDE HEALTH PPTYS INC COM 638620104 1,083,269 34,532 SH SOLE 34,532 0 0 NATURAL GAS SERVICES GROUP COM 63886Q109 10,720,787 546,700 SH SOLE 546,700 0 0 NAVTEQ CORP COM 63936L100 39,362,652 520,670 SH SOLE 520,670 0 0 NDS GROUP PLC SPONSORED ADR 628891103 3,643,260 61,500 SH SOLE 61,500 0 0 NETWORK APPLIANCE INC COM 64120L104 63,168,444 2,530,787 SH SOLE 2,530,787 0 0 NETWORK APPLIANCE INC COM 64120L104 520,092 20,837 SH DEFINED 3 20,837 0 0 NETWORK APPLIANCE INC COM 64120L104 3,950,794 158,285 SH DEFINED 2 158,285 0 0 NETWORK APPLIANCE INC COM 64120L104 516,173 20,680 SH DEFINED 1 20,680 0 0 NETWORK APPLIANCE INC COM 64120L104 59,654 2,390 SH DEFINED 4 2,390 0 0 NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 27,976,254 347,143 SH SOLE 347,143 0 0 NEW YORK CMNTY BANCORP INC COM 649445103 110,408,852 6,280,367 SH SOLE 5,742,093 0 538,274 NEW YORK TIMES CO CL A 650111107 19,305,964 1,101,310 SH SOLE 975,736 0 125,574 NEWFIELD EXPL CO COM 651290108 1,517,338 28,792 SH SOLE 28,792 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- NEWS CORP CL A 65248E104 216,102,477 10,546,729 SH SOLE 10,470,049 0 76,680 NEWS CORP CL A 65248E104 3,273,073 159,740 SH DEFINED 2 159,740 0 0 NEWS CORP CL A 65248E104 635,682 31,024 SH DEFINED 1 24,206 0 6,818 NEWS CORP CL A 65248E104 147,528 7,200 SH DEFINED 4 7,200 0 0 NICE SYS LTD SPONSORED ADR 653656108 100,327,725 2,923,302 SH SOLE 2,923,302 0 0 NICE SYS LTD SPONSORED ADR 653656108 582,067 16,960 SH DEFINED 2 16,960 0 0 NICE SYS LTD SPONSORED ADR 653656108 1,879,089 54,752 SH DEFINED 1 54,752 0 0 NICE SYS LTD SPONSORED ADR 653656108 37,237 1,085 SH DEFINED 4 1,085 0 0 NICE SYS LTD SPONSORED ADR 653656108 1,536,266 44,763 SH DEFINED 6 44,763 0 0 NII HLDGS INC CL B NEW 62913F201 158,549,517 3,281,240 SH SOLE 3,056,440 0 224,800 NII HLDGS INC CL B NEW 62913F201 420,384 8,700 SH DEFINED 3 8,700 0 0 NII HLDGS INC CL B NEW 62913F201 550,848 11,400 SH DEFINED 2 11,400 0 0 NII HLDGS INC CL B NEW 62913F201 208,839 4,322 SH DEFINED 1 4,322 0 0 NIKE INC CL B 654106103 731,458,931 11,386,347 SH SOLE 10,746,867 0 639,480 NIKE INC CL B 654106103 11,078,959 172,462 SH DEFINED 3 97,600 0 74,862 NIKE INC CL B 654106103 68,553,074 1,067,140 SH DEFINED 2 956,660 0 110,480 NIKE INC CL B 654106103 125,792,841 1,958,170 SH DEFINED 1 1,010,485 0 947,685 NIKE INC CL B 654106103 62,057,767 966,030 SH DEFINED 5 423,910 0 542,120 NIKE INC CL B 654106103 154,742,854 2,408,824 SH DEFINED 4 2,235,207 0 173,617 NOBLE CORPORATION SHS G65422100 362,153,151 6,408,656 SH SOLE 6,232,412 0 176,244 NOBLE CORPORATION SHS G65422100 10,223,789 180,920 SH DEFINED 2 180,920 0 0 NOBLE CORPORATION SHS G65422100 776,673 13,744 SH DEFINED 1 13,744 0 0 NOBLE CORPORATION SHS G65422100 76,289 1,350 SH DEFINED 4 1,350 0 0 NOBLE ENERGY INC COM 655044105 6,569,942 82,620 SH SOLE 82,620 0 0 NOKIA CORP SPONSORED ADR 654902204 111,307,121 2,899,378 SH SOLE 2,899,378 0 0 NOKIA CORP SPONSORED ADR 654902204 934,797 24,350 SH DEFINED 3 24,350 0 0 NOKIA CORP SPONSORED ADR 654902204 2,792,873 72,750 SH DEFINED 2 72,750 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- NOKIA CORP SPONSORED ADR 654902204 292,148 7,610 SH DEFINED 1 7,610 0 0 NOKIA CORP SPONSORED ADR 654902204 163,541 4,260 SH DEFINED 4 4,260 0 0 NOMURA HLDGS INC SPONSORED ADR 65535H208 26,718,595 1,595,140 SH SOLE 1,595,140 0 0 NORDSTROM INC COM 655664100 174,562,337 4,752,582 SH SOLE 4,716,712 0 35,870 NORDSTROM INC COM 655664100 2,882,203 78,470 SH DEFINED 2 78,470 0 0 NORDSTROM INC COM 655664100 455,342 12,397 SH DEFINED 1 12,397 0 0 NORDSTROM INC COM 655664100 181,814 4,950 SH DEFINED 4 4,950 0 0 NORFOLK SOUTHERN CORP COM 655844108 49,468,778 980,745 SH SOLE 891,895 0 88,850 NORFOLK SOUTHERN CORP COM 655844108 600,236 11,900 SH DEFINED 2 11,900 0 0 NORFOLK SOUTHERN CORP COM 655844108 3,172,979 62,906 SH DEFINED 1 31,486 0 31,420 NORTEL NETWORKS CORP NEW COM NEW 656568508 22,817,242 1,512,077 SH SOLE 1,387,262 0 124,815 NORTH AMERN ENERGY PARTNERS COM 656844107 60,650,613 4,476,060 SH SOLE 4,476,060 0 0 NORTHEAST UTILS COM 664397106 70,574,399 2,254,053 SH SOLE 2,063,063 0 190,990 NORTHERN TR CORP COM 665859104 40,998,788 535,372 SH SOLE 535,372 0 0 NORTHERN TR CORP COM 665859104 3,441,505 44,940 SH DEFINED 2 44,940 0 0 NORTHERN TR CORP COM 665859104 44,799 585 SH DEFINED 1 585 0 0 NORTHROP GRUMMAN CORP COM 666807102 448,212,455 5,699,548 SH SOLE 5,587,488 0 112,060 NORTHROP GRUMMAN CORP COM 666807102 16,184,898 205,810 SH DEFINED 2 205,810 0 0 NORTHROP GRUMMAN CORP COM 666807102 56,304,667 715,980 SH DEFINED 1 376,602 0 339,378 NOVA CHEMICALS CORP COM 66977W109 2,617,596 80,790 SH SOLE 80,790 0 0 NOVARTIS A G SPONSORED ADR 66987V109 101,999,937 1,878,106 SH SOLE 1,878,106 0 0 NOVARTIS A G SPONSORED ADR 66987V109 1,390,336 25,600 SH DEFINED 2 25,600 0 0 NOVARTIS A G SPONSORED ADR 66987V109 35,302 650 SH DEFINED 1 650 0 0 NRG ENERGY INC COM NEW 629377508 444,263,561 10,250,659 SH SOLE 9,522,609 0 728,050 NRG ENERGY INC COM NEW 629377508 4,490,024 103,600 SH DEFINED 2 103,600 0 0 NRG ENERGY INC COM NEW 629377508 827,664 19,097 SH DEFINED 1 19,097 0 0 NRG ENERGY INC COM NEW 629377508 157,324 3,630 SH DEFINED 4 3,630 0 0
MFS 13F REPORT 12/31/2007 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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- NRG ENERGY INC PFD CONV MAND 629377870 119,108,171 317,030 SH SOLE 290,350 0 26,680 NUANCE COMMUNICATIONS INC COM 67020Y100 73,188,950 3,918,038 SH SOLE 3,918,038 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 4,334,694 232,050 SH DEFINED 2 232,050 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 395,456 21,170 SH DEFINED 1 21,170 0 0 NUCOR CORP COM 670346105 403,407 6,812 SH SOLE 6,812 0 0 NUCOR CORP COM 670346105 20,372 344 SH DEFINED 1 344 0 0 NUTRI SYS INC NEW COM 67069D108 12,359,538 458,100 SH SOLE 458,100 0 0 NVIDIA CORP COM 67066G104 2,495,367 73,350 SH PUT SOLE 73,350 0 0 NVIDIA CORP COM 67066G104 484,785 14,250 SH PUT DEFINED 2 14,250 0 0 NVIDIA CORP COM 67066G104 520,506 15,300 SH PUT DEFINED 3 15,300 0 0 NVR INC COM 62944T105 5,889,760 11,240 SH SOLE 11,240 0 0 NVR INC COM 62944T105 47,160 90 SH DEFINED 1 90 0 0 NXSTAGE MEDICAL INC COM 67072V103 22,514,556 1,484,150 SH SOLE 1,484,150 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 1,447,181 18,797 SH SOLE 18,797 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 263,306 3,420 SH DEFINED 1 3,420 0 0 OLIN CORP COM PAR $1 680665205 1,855,873 96,010 SH SOLE 96,010 0 0 OMNICARE INC COM 681904108 13,467,936 590,440 SH SOLE 533,340 0 57,100 OMNICOM GROUP INC COM 681919106 251,294,342 5,287,068 SH SOLE 4,974,808 0 312,260 OMNICOM GROUP INC COM 681919106 3,450,678 72,600 SH DEFINED 3 41,100 0 31,500 OMNICOM GROUP INC COM 681919106 20,312,896 427,370 SH DEFINED 2 381,070 0 46,300 OMNICOM GROUP INC COM 681919106 38,285,415 805,500 SH DEFINED 1 405,350 0 400,150 OMNICOM GROUP INC COM 681919106 19,260,582 405,230 SH DEFINED 5 177,620 0 227,610 OMNICOM GROUP INC COM 681919106 48,598,997 1,022,491 SH DEFINED 4 949,531 0 72,960 OMNITURE INC COM 68212S109 21,410,796 643,160 SH SOLE 643,160 0 0 OMNITURE INC COM 68212S109 492,692 14,800 SH DEFINED 3 14,800 0 0 OMNITURE INC COM 68212S109 642,497 19,300 SH DEFINED 2 19,300 0 0 ON SEMICONDUCTOR CORP COM 682189105 21,902,786 2,466,530 SH SOLE 2,466,530 0 0
MFS 13F REPORT 12/31/2007 PAGE 39
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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- ON SEMICONDUCTOR CORP COM 682189105 4,238,868 477,350 SH DEFINED 2 477,350 0 0 OPEN JT STK CO-VIMPEL COMMUN SPONSORED ADR 68370R109 25,981,280 624,550 SH SOLE 624,550 0 0 ORACLE CORP COM 68389X105 777,878,990 34,449,911 SH SOLE 33,009,613 0 1,440,298 ORACLE CORP COM 68389X105 7,790,394 345,013 SH DEFINED 3 195,360 0 149,653 ORACLE CORP COM 68389X105 53,600,539 2,373,806 SH DEFINED 2 2,153,036 0 220,770 ORACLE CORP COM 68389X105 109,517,742 4,850,210 SH DEFINED 1 2,486,413 0 2,363,797 ORACLE CORP COM 68389X105 43,322,214 1,918,610 SH DEFINED 5 841,140 0 1,077,470 ORACLE CORP COM 68389X105 108,104,098 4,787,604 SH DEFINED 4 4,440,399 0 347,205 ORIX CORP SPONSORED ADR 686330101 15,033,691 177,305 SH SOLE 177,305 0 0 OWENS ILL INC COM NEW 690768403 10,507,860 212,280 SH SOLE 212,280 0 0 PACKAGING CORP AMER COM 695156109 5,012,832 177,760 SH SOLE 177,760 0 0 PALL CORP COM 696429307 35,384,429 877,590 SH SOLE 794,040 0 83,550 PANERA BREAD CO CL A 69840W108 42,248,615 1,179,470 SH SOLE 1,179,470 0 0 PARAMETRIC TECHNOLOGY CORP COM NEW 699173209 5,012,994 280,840 SH SOLE 280,840 0 0 PARKER HANNIFIN CORP COM 701094104 12,287,429 163,158 SH SOLE 163,158 0 0 PARKER HANNIFIN CORP COM 701094104 1,217,386 16,165 SH DEFINED 2 16,165 0 0 PARTNER COMMUNICATIONS CO LT ADR 70211M109 30,402,968 1,376,946 SH SOLE 1,261,446 0 115,500 PARTNERRE LTD COM G6852T105 16,822,915 203,840 SH SOLE 203,840 0 0 PATTERSON COMPANIES INC COM 703395103 13,001,832 382,970 SH SOLE 382,970 0 0 PATTERSON COMPANIES INC COM 703395103 1,677,130 49,400 SH DEFINED 2 49,400 0 0 PEABODY ENERGY CORP SDCV 4.750%12/1 04549AG9 37,183,380 29,336,000 SH SOLE 26,900,000 0 2,436,000 PEETS COFFEE & TEA INC COM 705560100 11,432,650 393,280 SH SOLE 393,280 0 0 PENN NATL GAMING INC COM 707569109 2,241,462 37,640 SH SOLE 37,640 0 0 PENNEY J C INC COM 708160106 343,562 7,810 SH SOLE 7,810 0 0 PENNEY J C INC COM 708160106 47,509 1,080 SH DEFINED 1 0 0 1,080 PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 1,680,333 56,615 SH SOLE 56,615 0 0
MFS 13F REPORT 12/31/2007 PAGE 40
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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- PEPCO HOLDINGS INC COM 713291102 159,497,127 5,438,020 SH SOLE 5,022,380 0 415,640 PEPSI BOTTLING GROUP INC COM 713409100 30,997,803 785,550 SH SOLE 785,550 0 0 PEPSI BOTTLING GROUP INC COM 713409100 2,549,905 64,620 SH DEFINED 2 64,620 0 0 PEPSICO INC COM 713448108 652,754,497 8,600,191 SH SOLE 8,168,429 0 431,762 PEPSICO INC COM 713448108 8,260,197 108,830 SH DEFINED 3 61,640 0 47,190 PEPSICO INC COM 713448108 53,183,737 700,708 SH DEFINED 2 631,198 0 69,510 PEPSICO INC COM 713448108 82,233,703 1,083,448 SH DEFINED 1 556,204 0 527,244 PEPSICO INC COM 713448108 45,999,954 606,060 SH DEFINED 5 265,920 0 340,140 PEPSICO INC COM 713448108 115,372,858 1,520,064 SH DEFINED 4 1,410,609 0 109,455 PERRIGO CO COM 714290103 3,247,878 92,770 SH SOLE 92,770 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 231,880,512 2,012,153 SH SOLE 2,012,153 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 6,981,239 60,580 SH DEFINED 2 60,580 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 7,464,556 64,774 SH DEFINED 1 64,774 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 102,218 887 SH DEFINED 4 887 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 3,528,879 30,622 SH DEFINED 6 30,622 0 0 PETSMART INC COM 716768106 15,600,625 663,010 SH SOLE 663,010 0 0 PETSMART INC COM 716768106 1,552,274 65,970 SH DEFINED 2 65,970 0 0 PETSMART INC COM 716768106 500,483 21,270 SH DEFINED 1 21,270 0 0 PETSMART INC COM 716768106 137,509 5,844 SH DEFINED 4 5,844 0 0 PFIZER INC COM 717081103 87,628,128 3,855,175 SH SOLE 3,746,245 0 108,930 PFIZER INC COM 717081103 5,448,381 239,700 SH DEFINED 2 239,700 0 0 PFIZER INC COM 717081103 14,232,708 626,164 SH DEFINED 1 312,960 0 313,204 PG&E CORP COM 69331C108 277,852,464 6,448,189 SH SOLE 6,027,519 0 420,670 PG&E CORP COM 69331C108 3,645,414 84,600 SH DEFINED 2 84,600 0 0 PG&E CORP COM 69331C108 10,266,063 238,247 SH DEFINED 1 121,747 0 116,500
MFS 13F REPORT 12/31/2007 PAGE 41
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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- PG&E CORP COM 69331C108 197,783 4,590 SH DEFINED 4 4,590 0 0 PHARMACEUTICAL PROD DEV INC COM 717124101 1,357,159 33,618 SH SOLE 33,618 0 0 PHILADELPHIA CONS HLDG CORP COM 717528103 5,709,606 145,098 SH SOLE 145,098 0 0 PHILIPPINE LONG DISTANCE TEL SPONSORED ADR 718252604 51,085,407 674,662 SH SOLE 628,762 0 45,900 PHILIPPINE LONG DISTANCE TEL SPONSORED ADR 718252604 8,301,941 109,640 SH DEFINED 2 109,640 0 0 PHILLIPS VAN HEUSEN CORP COM 718592108 35,640,008 966,902 SH SOLE 966,902 0 0 PHILLIPS VAN HEUSEN CORP COM 718592108 2,583,517 70,090 SH DEFINED 2 70,090 0 0 PHILLIPS VAN HEUSEN CORP COM 718592108 135,129 3,666 SH DEFINED 1 3,666 0 0 PHYSICIANS FORMULA HLDGS INC COM 719427106 13,027,489 1,096,590 SH SOLE 1,096,590 0 0 PINNACLE ENTMT INC COM 723456109 4,476,636 190,010 SH SOLE 190,010 0 0 PIONEER NAT RES CO COM 723787107 1,512,966 30,978 SH SOLE 30,978 0 0 PITNEY BOWES INC COM 724479100 6,634,937 174,420 SH SOLE 72,450 0 101,970 PITNEY BOWES INC COM 724479100 1,767,871 46,474 SH DEFINED 3 26,300 0 20,174 PITNEY BOWES INC COM 724479100 7,658,061 201,316 SH DEFINED 2 171,616 0 29,700 PITNEY BOWES INC COM 724479100 11,944,864 314,008 SH DEFINED 1 157,697 0 156,311 PITNEY BOWES INC COM 724479100 9,888,878 259,960 SH DEFINED 5 114,390 0 145,570 PITNEY BOWES INC COM 724479100 24,620,173 647,218 SH DEFINED 4 600,289 0 46,929 PLAYBOY ENTERPRISES INC CL B 728117300 6,688,699 733,410 SH SOLE 733,410 0 0 PLUM CREEK TIMBER CO INC COM 729251108 2,170,924 47,153 SH SOLE 47,153 0 0 PLX TECHNOLOGY INC COM 693417107 11,884,489 1,277,902 SH SOLE 1,277,902 0 0 PNC FINL SVCS GROUP INC COM 693475105 245,569,823 3,740,591 SH SOLE 3,534,921 0 205,670 PNC FINL SVCS GROUP INC COM 693475105 8,613,280 131,200 SH DEFINED 2 131,200 0 0 PNC FINL SVCS GROUP INC COM 693475105 25,645,910 390,646 SH DEFINED 1 164,235 0 226,411 PNM RES INC COM 69349H107 554,161 25,835 SH SOLE 25,835 0 0 POLARIS INDS INC COM 731068102 27,550,105 576,724 SH SOLE 519,834 0 56,890 POLYCOM INC COM 73172K104 26,560,736 956,110 SH SOLE 956,110 0 0 POLYPORE INTL INC COM 73179V103 37,597,000 2,148,400 SH SOLE 2,148,400 0 0
MFS 13F REPORT 12/31/2007 PAGE 42
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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- PORTLAND GEN ELEC CO COM NEW 736508847 23,755,789 855,140 SH SOLE 783,150 0 71,990 POSCO SPONSORED ADR 693483109 53,455,112 355,396 SH SOLE 355,396 0 0 POSCO SPONSORED ADR 693483109 628,714 4,180 SH DEFINED 2 4,180 0 0 POSCO SPONSORED ADR 693483109 326,390 2,170 SH DEFINED 1 2,170 0 0 POSCO SPONSORED ADR 693483109 45,123 300 SH DEFINED 4 300 0 0 POTASH CORP SASK INC COM 73755L107 17,756,026 123,340 SH SOLE 123,340 0 0 PPG INDS INC COM 693506107 590,114,062 8,402,592 SH SOLE 8,182,602 0 219,990 PPG INDS INC COM 693506107 23,565,677 335,550 SH DEFINED 2 335,550 0 0 PPG INDS INC COM 693506107 50,976,797 725,855 SH DEFINED 1 402,282 0 323,573 PPG INDS INC COM 693506107 320,249 4,560 SH DEFINED 4 4,560 0 0 PPL CORP COM 69351T106 55,972,216 1,074,529 SH SOLE 1,040,989 0 33,540 PPL CORP COM 69351T106 1,698,134 32,600 SH DEFINED 2 32,600 0 0 PPL CORP COM 69351T106 10,010,656 192,180 SH DEFINED 1 95,506 0 96,674 PRAXAIR INC COM 74005P104 447,475,329 5,044,249 SH SOLE 4,833,089 0 211,160 PRAXAIR INC COM 74005P104 6,240,305 70,345 SH DEFINED 3 39,840 0 30,505 PRAXAIR INC COM 74005P104 42,129,177 474,909 SH DEFINED 2 429,949 0 44,960 PRAXAIR INC COM 74005P104 63,719,861 718,294 SH DEFINED 1 374,954 0 343,340 PRAXAIR INC COM 74005P104 34,678,513 390,920 SH DEFINED 5 171,564 0 219,356 PRAXAIR INC COM 74005P104 88,941,178 1,002,606 SH DEFINED 4 931,865 0 70,741 PRECISION CASTPARTS CORP COM 740189105 76,057,532 548,360 SH SOLE 548,360 0 0 PRECISION CASTPARTS CORP COM 740189105 1,416,127 10,210 SH DEFINED 2 10,210 0 0 PRECISION CASTPARTS CORP COM 740189105 15,257 110 SH DEFINED 1 110 0 0 PRICELINE COM INC COM NEW 741503403 24,591,526 214,100 SH SOLE 214,100 0 0 PRICELINE COM INC COM NEW 741503403 1,880,258 16,370 SH DEFINED 2 16,370 0 0 PRIDE INTL INC DEL COM 74153Q102 9,346,569 275,710 SH SOLE 275,710 0 0 PRIDE INTL INC DEL COM 74153Q102 1,817,040 53,600 SH DEFINED 2 53,600 0 0 PRIDE INTL INC DEL COM 74153Q102 37,290 1,100 SH DEFINED 1 1,100 0 0
MFS 13F REPORT 12/31/2007 PAGE 43
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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- PRINCIPAL FINANCIAL GROUP IN COM 74251V102 30,001,849 435,820 SH SOLE 394,210 0 41,610 PROCTER & GAMBLE CO COM 742718109 953,636,228 12,988,780 SH SOLE 12,383,828 0 604,952 PROCTER & GAMBLE CO COM 742718109 8,064,600 109,842 SH DEFINED 3 62,143 0 47,699 PROCTER & GAMBLE CO COM 742718109 61,097,628 832,166 SH DEFINED 2 761,816 0 70,350 PROCTER & GAMBLE CO COM 742718109 123,858,586 1,686,987 SH DEFINED 1 904,079 0 782,908 PROCTER & GAMBLE CO COM 742718109 45,532,221 620,161 SH DEFINED 5 272,084 0 348,077 PROCTER & GAMBLE CO COM 742718109 112,471,584 1,531,893 SH DEFINED 4 1,421,038 0 110,855 PROLOGIS SH BEN INT 743410102 2,222,483 35,066 SH SOLE 35,066 0 0 PROS HOLDINGS INC COM 74346Y103 10,485,713 534,440 SH SOLE 534,440 0 0 PROTECTIVE LIFE CORP COM 743674103 6,674,938 162,724 SH SOLE 162,724 0 0 PRUDENTIAL FINL INC COM 744320102 290,685,988 3,124,312 SH SOLE 3,082,222 0 42,090 PRUDENTIAL FINL INC COM 744320102 10,252,543 110,195 SH DEFINED 2 110,195 0 0 PRUDENTIAL FINL INC COM 744320102 25,722,769 276,470 SH DEFINED 1 156,440 0 120,030 PRUDENTIAL FINL INC COM 744320102 317,266 3,410 SH DEFINED 4 3,410 0 0 PUBLIC STORAGE COM 74460D109 1,119,282 15,247 SH SOLE 15,247 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 531,786,972 5,413,141 SH SOLE 5,095,381 0 317,760 PUBLIC SVC ENTERPRISE GROUP COM 744573106 2,144,579 21,830 SH DEFINED 2 21,830 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 17,365,001 176,761 SH DEFINED 1 110,001 0 66,760 PULTE HOMES INC COM 745867101 332,600 31,556 SH SOLE 31,556 0 0 QLOGIC CORP COM 747277101 49,510,927 3,486,685 SH SOLE 3,486,685 0 0 QLOGIC CORP COM 747277101 2,923,780 205,900 SH DEFINED 2 205,900 0 0 QLOGIC CORP COM 747277101 80,557 5,673 SH DEFINED 1 2,603 0 3,070 QUALCOMM INC COM 747525103 55,158,076 1,401,730 SH SOLE 1,401,730 0 0 QUALCOMM INC COM 747525103 963,682 24,490 SH DEFINED 2 24,490 0 0 QUALCOMM INC COM 747525103 24,004 610 SH DEFINED 1 610 0 0 QUANTA SVCS INC COM 74762E102 44,516,186 1,696,501 SH SOLE 1,696,501 0 0 QUESTAR CORP COM 748356102 153,801,539 2,842,912 SH SOLE 2,688,452 0 154,460
MFS 13F REPORT 12/31/2007 PAGE 44
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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- QUESTAR CORP COM 748356102 1,142,592 21,120 SH DEFINED 2 21,120 0 0 QUESTAR CORP COM 748356102 373,290 6,900 SH DEFINED 1 6,900 0 0 QUESTAR CORP COM 748356102 117,938 2,180 SH DEFINED 4 2,180 0 0 QUIKSILVER INC COM 74838C106 23,904,481 2,786,070 SH SOLE 2,786,070 0 0 QWEST COMMUNICATIONS INTL IN COM 749121109 265,675,572 37,899,511 SH SOLE 34,531,231 0 3,368,280 QWEST COMMUNICATIONS INTL IN COM 749121109 785,751 112,090 SH DEFINED 2 112,090 0 0 QWEST COMMUNICATIONS INTL IN COM 749121109 580,645 82,831 SH DEFINED 1 61,201 0 21,630 QWEST COMMUNICATIONS INTL IN COM 749121109 82,368 11,750 SH DEFINED 4 11,750 0 0 RADIOSHACK CORP COM 750438103 9,052,471 536,920 SH SOLE 536,920 0 0 RADIOSHACK CORP COM 750438103 200,432 11,888 SH DEFINED 1 11,888 0 0 RAYMOND JAMES FINANCIAL INC COM 754730109 1,493,542 45,730 SH SOLE 45,730 0 0 RAYTHEON CO COM NEW 755111507 43,295,368 713,268 SH SOLE 691,638 0 21,630 RAYTHEON CO COM NEW 755111507 1,342,077 22,110 SH DEFINED 2 22,110 0 0 RAYTHEON CO COM NEW 755111507 7,480,061 123,230 SH DEFINED 1 61,550 0 61,680 RED ROBIN GOURMET BURGERS IN COM 75689M101 34,803,201 1,087,940 SH SOLE 1,087,940 0 0 REED ELSEVIER P L C SPONSORED ADR 758205108 12,120,816 224,876 SH SOLE 224,876 0 0 REGENCY CTRS CORP COM 758849103 1,179,522 18,290 SH SOLE 18,290 0 0 REGIONS FINANCIAL CORP NEW COM 7591EP100 396,587 16,769 SH SOLE 16,769 0 0 RELIANT ENERGY INC COM 75952B105 39,997,632 1,524,300 SH SOLE 1,396,300 0 128,000 RENAISSANCERE HOLDINGS LTD COM G7496G103 3,585,304 59,517 SH SOLE 59,517 0 0 RENAISSANCERE HOLDINGS LTD COM G7496G103 160,841 2,670 SH DEFINED 1 1,020 0 1,650 REPUBLIC SVCS INC COM 760759100 3,978,378 126,902 SH SOLE 126,902 0 0 RESEARCH IN MOTION LTD COM 760975102 75,452,731 665,368 SH SOLE 665,368 0 0 RESEARCH IN MOTION LTD COM 760975102 1,246,153 10,989 SH DEFINED 3 10,989 0 0 RESEARCH IN MOTION LTD COM 760975102 3,531,163 31,139 SH DEFINED 2 31,139 0 0
MFS 13F REPORT 12/31/2007 PAGE 45
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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- RESEARCH IN MOTION LTD COM 760975102 2,810,279 24,782 SH DEFINED 1 24,782 0 0 RESEARCH IN MOTION LTD COM 760975102 165,564 1,460 SH DEFINED 4 1,460 0 0 RESEARCH IN MOTION LTD COM 760975102 1,801,926 15,890 SH DEFINED 6 15,890 0 0 RESMED INC COM 761152107 140,592,343 2,676,420 SH SOLE 2,676,420 0 0 RESMED INC COM 761152107 4,579,040 87,170 SH DEFINED 2 87,170 0 0 RESMED INC COM 761152107 1,021,288 19,442 SH DEFINED 1 19,442 0 0 RESMED INC COM 761152107 278,829 5,308 SH DEFINED 4 5,308 0 0 REYNOLDS AMERICAN INC COM 761713106 2,617,820 39,688 SH SOLE 39,688 0 0 RITCHIE BROS AUCTIONEERS COM 767744105 9,426,973 113,990 SH SOLE 113,990 0 0 ROCK-TENN CO CL A 772739207 302,379 11,900 SH SOLE 11,900 0 0 ROCK-TENN CO CL A 772739207 41,418 1,630 SH DEFINED 1 0 0 1,630 ROCKWELL AUTOMATION INC COM 773903109 283,605,861 4,112,614 SH SOLE 3,830,371 0 282,243 ROCKWELL AUTOMATION INC COM 773903109 6,522,030 94,577 SH DEFINED 3 53,240 0 41,337 ROCKWELL AUTOMATION INC COM 773903109 43,348,463 628,603 SH DEFINED 2 567,603 0 61,000 ROCKWELL AUTOMATION INC COM 773903109 65,272,640 946,529 SH DEFINED 1 477,861 0 468,668 ROCKWELL AUTOMATION INC COM 773903109 37,383,216 542,100 SH DEFINED 5 237,250 0 304,850 ROCKWELL AUTOMATION INC COM 773903109 91,596,258 1,328,252 SH DEFINED 4 1,232,055 0 96,197 ROCKWELL COLLINS INC COM 774341101 34,893,215 484,830 SH SOLE 484,830 0 0 ROGERS COMMUNICATIONS INC CL B 775109200 89,116,572 1,969,427 SH SOLE 1,969,427 0 0 ROGERS COMMUNICATIONS INC CL B 775109200 339,375 7,500 SH DEFINED 3 7,500 0 0 ROGERS COMMUNICATIONS INC CL B 775109200 2,224,943 49,170 SH DEFINED 2 49,170 0 0 ROGERS COMMUNICATIONS INC CL B 775109200 342,995 7,580 SH DEFINED 1 7,580 0 0 ROGERS COMMUNICATIONS INC CL B 775109200 93,215 2,060 SH DEFINED 4 2,060 0 0 ROSS STORES INC COM 778296103 7,314,043 286,040 SH SOLE 286,040 0 0 ROSS STORES INC COM 778296103 1,191,562 46,600 SH DEFINED 2 46,600 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 674,456,310 15,891,996 SH SOLE 15,509,366 0 382,630 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 20,098,311 473,570 SH DEFINED 2 473,570 0 0
MFS 13F REPORT 12/31/2007 PAGE 46
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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- ROYAL CARIBBEAN CRUISES LTD COM V7780T103 43,817,220 1,032,451 SH DEFINED 1 576,321 0 456,130 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 193,951 4,570 SH DEFINED 4 4,570 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 162,530,250 1,930,288 SH SOLE 1,895,458 0 34,830 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 3,043,830 36,150 SH DEFINED 2 36,150 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 8,381,100 99,538 SH DEFINED 1 99,538 0 0 RYDER SYS INC COM 783549108 9,528,457 202,690 SH SOLE 202,690 0 0 RYDER SYS INC COM 783549108 139,150 2,960 SH DEFINED 1 2,960 0 0 SAFEWAY INC COM NEW 786514208 73,967,665 2,162,165 SH SOLE 1,917,345 0 244,820 SALARY COM INC COM 794006106 2,901,145 225,770 SH SOLE 225,770 0 0 SALARY COM INC COM 794006106 557,819 43,410 SH DEFINED 3 43,410 0 0 SALARY COM INC COM 794006106 715,488 55,680 SH DEFINED 2 55,680 0 0 SALESFORCE COM INC COM 79466L302 65,818,670 1,049,907 SH SOLE 1,049,907 0 0 SALESFORCE COM INC COM 79466L302 1,389,336 22,162 SH DEFINED 3 22,162 0 0 SALESFORCE COM INC COM 79466L302 4,361,657 69,575 SH DEFINED 2 69,575 0 0 SALESFORCE COM INC COM 79466L302 194,339 3,100 SH DEFINED 1 3,100 0 0 SALESFORCE COM INC COM 79466L302 110,334 1,760 SH DEFINED 4 1,760 0 0 SALLY BEAUTY HLDGS INC COM 79546E104 4,441,559 490,780 SH SOLE 245,410 0 245,370 SALLY BEAUTY HLDGS INC COM 79546E104 1,017,546 112,436 SH DEFINED 3 64,320 0 48,116 SALLY BEAUTY HLDGS INC COM 79546E104 3,854,386 425,899 SH DEFINED 2 379,819 0 46,080 SALLY BEAUTY HLDGS INC COM 79546E104 6,803,473 751,765 SH DEFINED 1 395,439 0 356,326 SALLY BEAUTY HLDGS INC COM 79546E104 5,010,352 553,630 SH DEFINED 5 272,770 0 280,860 SALLY BEAUTY HLDGS INC COM 79546E104 13,872,555 1,532,879 SH DEFINED 4 1,413,755 0 119,124 SANDISK CORP COM 80004C101 67,681,030 2,040,429 SH SOLE 2,022,949 0 17,480 SANDISK CORP COM 80004C101 574,936 17,333 SH DEFINED 3 17,333 0 0 SANDISK CORP COM 80004C101 3,646,809 109,943 SH DEFINED 2 109,943 0 0 SANDISK CORP COM 80004C101 294,550 8,880 SH DEFINED 1 6,210 0 2,670 SANDISK CORP COM 80004C101 92,544 2,790 SH DEFINED 4 2,790 0 0
MFS 13F REPORT 12/31/2007 PAGE 47
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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- SANDRIDGE ENERGY INC COM 80007P307 13,538,584 377,540 SH SOLE 377,540 0 0 SANMINA SCI CORP COM 800907107 162,766 89,432 SH SOLE 89,432 0 0 SAP AKTIENGESELLSCHAFT SPONSORED ADR 803054204 13,915,515 272,586 SH SOLE 272,586 0 0 SAP AKTIENGESELLSCHAFT SPONSORED ADR 803054204 9,776,075 191,500 SH PUT SOLE 191,500 0 0 SAP AKTIENGESELLSCHAFT SPONSORED ADR 803054204 1,899,060 37,200 SH PUT DEFINED 3 37,200 0 0 SAP AKTIENGESELLSCHAFT SPONSORED ADR 803054204 2,205,360 43,200 SH PUT DEFINED 2 43,200 0 0 SATYAM COMPUTER SERVICES LTD ADR 804098101 162,198,309 6,070,296 SH SOLE 6,026,766 0 43,530 SATYAM COMPUTER SERVICES LTD ADR 804098101 2,127,981 79,640 SH DEFINED 2 79,640 0 0 SATYAM COMPUTER SERVICES LTD ADR 804098101 33,486,947 1,253,254 SH DEFINED 1 1,044,804 208,450 SATYAM COMPUTER SERVICES LTD ADR 804098101 1,146,822 42,920 SH DEFINED 4 42,920 0 0 SAUER-DANFOSS INC COM 804137107 1,191,629 47,570 SH SOLE 47,570 0 0 SCHERING PLOUGH CORP COM 806605101 36,440,749 1,367,896 SH SOLE 1,367,896 0 0 SCHERING PLOUGH CORP COM 806605101 87,539 3,286 SH DEFINED 1 3,286 0 0 SCHLUMBERGER LTD COM 806857108 129,155,285 1,312,954 SH SOLE 1,312,954 0 0 SCHLUMBERGER LTD COM 806857108 912,874 9,280 SH DEFINED 2 9,280 0 0 SCHLUMBERGER LTD COM 806857108 301,012 3,060 SH DEFINED 1 3,060 0 0 SCHWAB CHARLES CORP NEW COM 808513105 194,654,591 7,618,575 SH SOLE 7,521,665 0 96,910 SCHWAB CHARLES CORP NEW COM 808513105 2,247,889 87,980 SH DEFINED 2 87,980 0 0 SCHWAB CHARLES CORP NEW COM 808513105 253,456 9,920 SH DEFINED 1 9,920 0 0 SCIENTIFIC GAMES CORP CL A 80874P109 1,141,173 34,321 SH SOLE 34,321 0 0 SCIENTIFIC GAMES CORP CL A 80874P109 29,160 877 SH DEFINED 1 877 0 0 SCOTTS MIRACLE GRO CO CL A 810186106 858,115 22,932 SH SOLE 22,932 0 0 SCRIPPS E W CO OHIO CL A 811054204 82,319,689 1,828,920 SH SOLE 1,724,480 0 104,440 SCRIPPS E W CO OHIO CL A 811054204 1,466,876 32,590 SH DEFINED 2 32,590 0 0 SCRIPPS E W CO OHIO CL A 811054204 8,173,366 181,590 SH DEFINED 1 90,830 0 90,760 SEAGATE TECHNOLOGY SHS G7945J104 5,839,245 228,990 SH SOLE 228,990 0 0
MFS 13F REPORT 12/31/2007 PAGE 48
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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- SEMPRA ENERGY COM 816851109 274,721,891 4,439,591 SH SOLE 4,078,281 0 361,310 SEMPRA ENERGY COM 816851109 1,900,954 30,720 SH DEFINED 2 30,720 0 0 SEMPRA ENERGY COM 816851109 355,810 5,750 SH DEFINED 1 5,750 0 0 SEMPRA ENERGY COM 816851109 199,254 3,220 SH DEFINED 4 3,220 0 0 SHAW GROUP INC COM 820280105 7,002,639 115,861 SH SOLE 115,861 0 0 SHAW GROUP INC COM 820280105 93,380 1,545 SH DEFINED 1 1,545 0 0 SHERWIN WILLIAMS CO COM 824348106 91,986,203 1,584,876 SH SOLE 1,546,666 0 38,210 SHERWIN WILLIAMS CO COM 824348106 4,700,660 80,990 SH DEFINED 2 80,990 0 0 SHERWIN WILLIAMS CO COM 824348106 12,896,024 222,192 SH DEFINED 1 112,012 0 110,180 SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 28,960,593 252,578 SH SOLE 252,578 0 0 SIEMENS A G SPONSORED ADR 826197501 82,693,152 525,503 SH SOLE 525,503 0 0 SIEMENS A G SPONSORED ADR 826197501 670,354 4,260 SH DEFINED 1 4,260 0 0 SIGMA ALDRICH CORP COM 826552101 10,466,547 191,695 SH SOLE 80,325 0 111,370 SIGMA ALDRICH CORP COM 826552101 2,856,344 52,314 SH DEFINED 3 29,610 0 22,704 SIGMA ALDRICH CORP COM 826552101 12,427,288 227,606 SH DEFINED 2 194,256 0 33,350 SIGMA ALDRICH CORP COM 826552101 19,194,302 351,544 SH DEFINED 1 176,230 0 175,314 SIGMA ALDRICH CORP COM 826552101 16,097,718 294,830 SH DEFINED 5 129,530 0 165,300 SIGMA ALDRICH CORP COM 826552101 40,823,273 747,679 SH DEFINED 4 695,233 0 52,446 SIGNATURE BK NEW YORK N Y COM 82669G104 13,569,323 402,054 SH SOLE 402,054 0 0 SIMON PPTY GROUP INC NEW COM 828806109 2,732,616 31,460 SH SOLE 31,460 0 0 SL GREEN RLTY CORP COM 78440X101 3,186,051 34,090 SH SOLE 34,090 0 0 SMITH INTL INC COM 832110100 12,581,086 170,360 SH SOLE 170,360 0 0 SMITH INTL INC COM 832110100 2,432,619 32,940 SH DEFINED 2 32,940 0 0 SMURFIT-STONE CONTAINER CORP COM 832727101 26,219,371 2,482,895 SH SOLE 2,405,395 0 77,500 SMURFIT-STONE CONTAINER CORP COM 832727101 436,550 41,340 SH DEFINED 2 41,340 0 0 SMURFIT-STONE CONTAINER CORP COM 832727101 4,756,203 450,398 SH DEFINED 1 224,997 0 225,401
MFS 13F REPORT 12/31/2007 PAGE 49
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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- SNAP ON INC COM 833034101 1,160,510 24,057 SH SOLE 24,057 0 0 SOMANETICS CORP COM NEW 834445405 10,383,769 439,060 SH SOLE 439,060 0 0 SONUS NETWORKS INC COM 835916107 17,852,276 3,062,140 SH SOLE 3,062,140 0 0 SONUS NETWORKS INC COM 835916107 441,972 75,810 SH DEFINED 3 75,810 0 0 SONUS NETWORKS INC COM 835916107 574,255 98,500 SH DEFINED 2 98,500 0 0 SOUTHERN COPPER CORP COM 84265V105 18,814,275 178,962 SH SOLE 178,962 0 0 SOUTHERN COPPER CORP COM 84265V105 357,652 3,402 SH DEFINED 1 1,240 0 2,162 SOUTHWEST AIRLS CO COM 844741108 4,042,909 331,386 SH SOLE 331,386 0 0 SPDR TR UNIT SER 1 78462F103 808,980 5,533 SH SOLE 5,533 0 0 SPECTRA ENERGY CORP COM 847560109 1,615,996 62,587 SH SOLE 62,587 0 0 SPRINT NEXTEL CORP COM SER 1 852061100 105,778,786 8,056,267 SH SOLE 7,812,097 0 244,170 SPRINT NEXTEL CORP COM SER 1 852061100 5,578,412 424,860 SH DEFINED 2 424,860 0 0 SPRINT NEXTEL CORP COM SER 1 852061100 16,770,043 1,277,231 SH DEFINED 1 645,681 0 631,550 ST JUDE MED INC COM 790849103 52,443,888 1,290,450 SH SOLE 1,290,450 0 0 ST JUDE MED INC COM 790849103 2,397,760 59,000 SH DEFINED 2 59,000 0 0 ST JUDE MED INC COM 790849103 93,309 2,296 SH DEFINED 1 2,296 0 0 STAGE STORES INC COM NEW 85254C305 27,712,852 1,872,490 SH SOLE 1,872,490 0 0 STAPLES INC COM 855030102 440,515,998 19,094,755 SH SOLE 18,462,385 0 632,370 STAPLES INC COM 855030102 8,007,366 347,090 SH DEFINED 2 347,090 0 0 STAPLES INC COM 855030102 17,654,202 765,245 SH DEFINED 1 406,115 0 359,130 STAPLES INC COM 855030102 245,488 10,641 SH DEFINED 4 10,641 0 0 STARBUCKS CORP COM 855244109 5,815,527 284,100 SH SOLE 284,100 0 0 STATE STR CORP COM 857477103 690,628,736 8,505,280 SH SOLE 8,023,640 0 481,640 STATE STR CORP COM 857477103 10,856,196 133,697 SH DEFINED 3 75,660 0 58,037 STATE STR CORP COM 857477103 63,924,132 787,243 SH DEFINED 2 701,963 0 85,280 STATE STR CORP COM 857477103 103,285,101 1,271,984 SH DEFINED 1 650,582 0 621,402 STATE STR CORP COM 857477103 61,312,496 755,080 SH DEFINED 5 331,200 0 423,880
MFS 13F REPORT 12/31/2007 PAGE 50
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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- STATE STR CORP COM 857477103 153,065,167 1,885,039 SH DEFINED 4 1,750,477 0 134,562 STATOILHYDRO ASA SPONSORED ADR 85771P102 36,262,307 1,188,149 SH SOLE 1,188,149 0 0 STRAYER ED INC COM 863236105 28,507,330 167,120 SH SOLE 167,120 0 0 STRYKER CORP COM 863667101 19,217,984 257,200 SH SOLE 257,200 0 0 SUNOCO INC COM 86764P109 41,963,478 579,286 SH SOLE 507,706 0 71,580 SUNOCO INC COM 86764P109 22,674 313 SH DEFINED 1 313 0 0 SUNTRUST BKS INC COM 867914103 338,389,150 5,415,093 SH SOLE 5,184,843 0 230,250 SUNTRUST BKS INC COM 867914103 9,892,167 158,300 SH DEFINED 2 158,300 0 0 SUNTRUST BKS INC COM 867914103 37,784,766 604,653 SH DEFINED 1 318,653 0 286,000 SUSSER HLDGS CORP COM 869233106 8,622,915 420,630 SH SOLE 420,630 0 0 SYMANTEC CORP COM 871503108 517,771 32,080 SH SOLE 32,080 0 0 SYMANTEC CORP COM 871503108 205,866 12,755 SH DEFINED 1 0 0 12,755 SYNGENTA AG SPONSORED ADR 87160A100 9,128,780 180,197 SH SOLE 180,197 0 0 SYNGENTA AG SPONSORED ADR 87160A100 7,204,764 142,218 SH DEFINED 1 79,558 0 62,660 SYNOPSYS INC COM 871607107 41,685,846 1,607,630 SH SOLE 1,607,630 0 0 SYNOPSYS INC COM 871607107 4,746,487 183,050 SH DEFINED 2 183,050 0 0 SYNTA PHARMACEUTICALS CORP COM 87162T206 2,510,557 374,710 SH SOLE 374,710 0 0 SYNTEL INC COM 87162H103 10,694,076 277,624 SH SOLE 277,624 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 243,931,983 24,491,163 SH SOLE 24,369,063 0 122,100 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 327,574 32,889 SH DEFINED 3 32,889 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 14,429,480 1,448,743 SH DEFINED 2 1,448,743 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 35,765,822 3,590,946 SH DEFINED 1 3,005,546 0 585,400 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 2,543,386 255,360 SH DEFINED 4 255,360 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 2,923,210 293,495 SH DEFINED 6 293,495 0 0
MFS 13F REPORT 12/31/2007 PAGE 51
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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 22,556,417 1,222,570 SH SOLE 1,222,570 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 570,659 30,930 SH DEFINED 3 30,930 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 746,487 40,460 SH DEFINED 2 40,460 0 0 TAM SA SP ADR REP PFD 87484D103 7,366,248 305,400 SH SOLE 305,400 0 0 TAM SA SP ADR REP PFD 87484D103 50,652 2,100 SH DEFINED 1 2,100 0 0 TARGET CORP COM 87612E106 90,583,500 1,811,670 SH SOLE 1,791,300 0 20,370 TARGET CORP COM 87612E106 1,471,000 29,420 SH DEFINED 2 29,420 0 0 TARGET CORP COM 87612E106 113,850 2,277 SH DEFINED 1 2,277 0 0 TAUBMAN CTRS INC COM 876664103 4,107,857 83,510 SH SOLE 83,510 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 37,083,578 1,848,633 SH SOLE 1,848,633 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 2,368,685 118,080 SH DEFINED 2 118,080 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 194,983 9,720 SH DEFINED 1 9,720 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 109,728 5,470 SH DEFINED 4 5,470 0 0 TEAM INC COM 878155100 3,955,505 108,133 SH SOLE 108,133 0 0 TECHTARGET INC COM 87874R100 20,207,068 1,367,190 SH SOLE 1,367,190 0 0 TELECOM ARGENTINA S A SPON ADR REP B 879273209 84,287,695 3,788,211 SH SOLE 3,557,771 0 230,440 TELECOM ARGENTINA S A SPON ADR REP B 879273209 149,075 6,700 SH DEFINED 1 6,700 0 0 TELEFONICA S A SPONSORED ADR 879382208 23,713,687 242,993 SH SOLE 242,993 0 0 TELUS CORP NON-VTG SHS 87971M202 3,563,084 73,831 SH SOLE 73,831 0 0 TELUS CORP NON-VTG SHS 87971M202 4,976,813 103,125 SH DEFINED 1 59,475 0 43,650 TENARIS S A SPONSORED ADR 88031M109 1,118 25 SH SOLE 25 0 0 TENARIS S A SPONSORED ADR 88031M109 295,218 6,600 SH DEFINED 1 6,600 0 0 TENET HEALTHCARE CORP COM 88033G100 1,531,539 301,484 SH SOLE 301,484 0 0 TEREX CORP NEW COM 880779103 5,023,646 76,615 SH SOLE 76,615 0 0 TESORO CORP COM 881609101 4,755,213 99,690 SH SOLE 99,690 0 0 TESORO CORP COM 881609101 931,104 19,520 SH DEFINED 2 19,520 0 0
MFS 13F REPORT 12/31/2007 PAGE 52
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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- TETRA TECHNOLOGIES INC DEL COM 88162F105 2,930,430 188,210 SH SOLE 188,210 0 0 TETRA TECHNOLOGIES INC DEL COM 88162F105 23,355 1,500 SH DEFINED 1 1,500 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 40,166,389 864,165 SH SOLE 843,715 0 20,450 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 79,481 1,710 SH DEFINED 1 1,710 0 0 TEXAS ROADHOUSE INC CL A 882681109 22,599,672 2,043,370 SH SOLE 2,043,370 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 64,009,861 1,109,741 SH SOLE 874,241 0 235,500 THERMO FISHER SCIENTIFIC INC COM 883556102 6,167,838 106,932 SH DEFINED 3 60,110 0 46,822 THERMO FISHER SCIENTIFIC INC COM 883556102 27,039,230 468,780 SH DEFINED 2 399,460 0 69,320 THERMO FISHER SCIENTIFIC INC COM 883556102 41,938,378 727,087 SH DEFINED 1 365,064 0 362,023 THERMO FISHER SCIENTIFIC INC COM 883556102 34,974,845 606,360 SH DEFINED 5 265,620 0 340,740 THERMO FISHER SCIENTIFIC INC COM 883556102 86,224,217 1,494,872 SH DEFINED 4 1,386,236 0 108,636 THOMAS WEISEL PARTNERS GRP I COM 884481102 6,202,116 451,720 SH SOLE 451,720 0 0 THORATEC CORP COM NEW 885175307 36,885,518 2,027,791 SH SOLE 2,027,791 0 0 THQ INC COM NEW 872443403 54,321,341 1,926,972 SH SOLE 1,926,972 0 0 THQ INC COM NEW 872443403 833,015 29,550 SH DEFINED 3 29,550 0 0 THQ INC COM NEW 872443403 1,088,698 38,620 SH DEFINED 2 38,620 0 0 TIDEWATER INC COM 886423102 3,873,665 70,610 SH SOLE 70,610 0 0 TIDEWATER INC COM 886423102 56,506 1,030 SH DEFINED 1 1,030 0 0 TIM PARTICIPACOES S A SPONS ADR PFD 88706P106 46,420,241 1,328,190 SH SOLE 1,215,900 0 112,290 TIME WARNER CABLE INC CL A 88732J108 213,947,500 7,751,721 SH SOLE 7,100,601 0 651,120 TIME WARNER CABLE INC CL A 88732J108 983,112 35,620 SH DEFINED 2 35,620 0 0 TIME WARNER CABLE INC CL A 88732J108 244,978 8,876 SH DEFINED 1 8,876 0 0 TIME WARNER CABLE INC CL A 88732J108 75,072 2,720 SH DEFINED 4 2,720 0 0 TIME WARNER INC COM 887317105 8,788,422 532,309 SH SOLE 532,309 0 0 TIME WARNER INC COM 887317105 260,214 15,761 SH DEFINED 1 10,116 0 5,645 TIMKEN CO COM 887389104 251,658,725 7,660,844 SH SOLE 7,402,434 0 258,410 TIMKEN CO COM 887389104 8,057,120 245,270 SH DEFINED 2 245,270 0 0
MFS 13F REPORT 12/31/2007 PAGE 53
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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- TIMKEN CO COM 887389104 8,288,548 252,315 SH DEFINED 1 133,185 0 119,130 TIMKEN CO COM 887389104 142,898 4,350 SH DEFINED 4 4,350 0 0 TITAN INTL INC ILL COM 88830M102 1,855,906 59,370 SH SOLE 59,370 0 0 TIVO INC COM 888706108 11,619,121 1,393,180 SH SOLE 1,393,180 0 0 TJX COS INC NEW COM 872540109 6,613,014 230,178 SH SOLE 230,178 0 0 TJX COS INC NEW COM 872540109 81,881 2,850 SH DEFINED 1 0 0 2,850 TOLL BROTHERS INC COM 889478103 142,197,517 7,088,610 SH SOLE 6,789,090 0 299,520 TOLL BROTHERS INC COM 889478103 6,937,149 345,820 SH DEFINED 2 345,820 0 0 TOLL BROTHERS INC COM 889478103 20,755,280 1,034,660 SH DEFINED 1 517,070 0 517,590 TORCHMARK CORP COM 891027104 5,845,987 96,580 SH SOLE 96,580 0 0 TOTAL S A SPONSORED ADR 89151E109 1,101,130,936 13,330,883 SH SOLE 12,883,213 0 447,670 TOTAL S A SPONSORED ADR 89151E109 40,485,564 490,140 SH DEFINED 2 490,140 0 0 TOTAL S A SPONSORED ADR 89151E109 68,642,830 831,027 SH DEFINED 1 561,867 0 269,160 TOTAL S A SPONSORED ADR 89151E109 180,068 2,180 SH DEFINED 4 2,180 0 0 TRANSOCEAN INC NEW SHS G90073100 39,546,814 276,261 SH SOLE 270,252 0 6,009 TRANSOCEAN INC NEW SHS G90073100 2,746,190 19,184 SH DEFINED 2 19,184 0 0 TRANSOCEAN INC NEW SHS G90073100 384,071 2,683 SH DEFINED 1 1,692 0 991 TRAVELERS COMPANIES INC COM 89417E109 144,862,526 2,692,612 SH SOLE 2,511,722 0 180,890 TRAVELERS COMPANIES INC COM 89417E109 1,069,383 19,877 SH DEFINED 1 12,381 0 7,496 TRINITY INDS INC COM 896522109 6,624,924 238,650 SH SOLE 238,650 0 0 TUPPERWARE BRANDS CORP COM 899896104 7,157,931 216,710 SH SOLE 216,710 0 0 TYCO ELECTRONICS LTD COM NEW G9144P105 17,771,718 478,635 SH SOLE 478,635 0 0 TYCO INTL LTD BERMUDA SHS G9143X208 5,388,514 135,902 SH SOLE 135,902 0 0 TYCO INTL LTD BERMUDA SHS G9143X208 450,821 11,370 SH DEFINED 1 3,153 0 8,217 UBS AG SHS NEW H89231338 210,884,562 4,584,447 SH SOLE 4,440,297 0 144,150 UBS AG SHS NEW H89231338 44,398,970 965,195 SH DEFINED 1 584,545 0 380,650 ULTRA PETROLEUM CORP COM 903914109 126,333,350 1,766,900 SH SOLE 1,677,650 0 89,250
MFS 13F REPORT 12/31/2007 PAGE 54
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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- ULTRA PETROLEUM CORP COM 903914109 1,081,080 15,120 SH DEFINED 2 15,120 0 0 ULTRA PETROLEUM CORP COM 903914109 375,375 5,250 SH DEFINED 1 5,250 0 0 ULTRA PETROLEUM CORP COM 903914109 110,825 1,550 SH DEFINED 4 1,550 0 0 UNIBANCO-UNIAO DE BANCOS BRA GDR REP PFD UT 90458E107 52,269,626 374,317 SH SOLE 374,317 0 0 UNIBANCO-UNIAO DE BANCOS BRA GDR REP PFD UT 90458E107 2,494,110 17,861 SH DEFINED 1 17,861 0 0 UNIBANCO-UNIAO DE BANCOS BRA GDR REP PFD UT 90458E107 2,052,149 14,696 SH DEFINED 6 14,696 0 0 UNION PAC CORP COM 907818108 27,339,434 217,636 SH SOLE 217,636 0 0 UNION PAC CORP COM 907818108 120,595 960 SH DEFINED 1 960 0 0 UNITED NAT FOODS INC COM 911163103 459,559 14,488 SH SOLE 14,488 0 0 UNITED PARCEL SERVICE INC CL B 911312106 124,077,745 1,754,493 SH SOLE 1,428,083 0 326,410 UNITED PARCEL SERVICE INC CL B 911312106 8,216,320 116,181 SH DEFINED 3 65,860 0 50,321 UNITED PARCEL SERVICE INC CL B 911312106 36,586,214 517,339 SH DEFINED 2 443,439 0 73,900 UNITED PARCEL SERVICE INC CL B 911312106 55,789,452 788,878 SH DEFINED 1 391,714 0 397,164 UNITED PARCEL SERVICE INC CL B 911312106 46,067,008 651,400 SH DEFINED 5 285,910 0 365,490 UNITED PARCEL SERVICE INC CL B 911312106 113,797,320 1,609,125 SH DEFINED 4 1,492,319 0 116,806 UNITED STATES STL CORP NEW COM 912909108 17,747,170 146,780 SH SOLE 146,780 0 0 UNITED STATES STL CORP NEW COM 912909108 1,226,027 10,140 SH DEFINED 2 10,140 0 0 UNITED STATES STL CORP NEW COM 912909108 229,729 1,900 SH DEFINED 1 1,900 0 0 UNITED STATES STL CORP NEW COM 912909108 133,001 1,100 SH DEFINED 4 1,100 0 0 UNITED TECHNOLOGIES CORP COM 913017109 926,296,141 12,102,118 SH SOLE 11,760,618 0 341,500 UNITED TECHNOLOGIES CORP COM 913017109 25,930,987 338,790 SH DEFINED 2 338,790 0 0 UNITED TECHNOLOGIES CORP COM 913017109 57,591,911 752,442 SH DEFINED 1 406,242 0 346,200 UNITED TECHNOLOGIES CORP COM 913017109 435,742 5,693 SH DEFINED 4 5,693 0 0 UNITEDHEALTH GROUP INC COM 91324P102 338,768,232 5,820,760 SH SOLE 5,651,160 0 169,600 UNITEDHEALTH GROUP INC COM 91324P102 5,428,896 93,280 SH DEFINED 2 93,280 0 0 UNITEDHEALTH GROUP INC COM 91324P102 19,847,364 341,020 SH DEFINED 1 147,950 0 193,070
MFS 13F REPORT 12/31/2007 PAGE 55
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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- UNIVERSAL FST PRODS INC COM 913543104 22,484,756 763,230 SH SOLE 763,230 0 0 URBAN OUTFITTERS INC COM 917047102 37,706,632 1,383,222 SH SOLE 1,383,222 0 0 URBAN OUTFITTERS INC COM 917047102 140,743 5,163 SH DEFINED 1 5,163 0 0 USEC INC COM 90333E108 1,180,215 131,135 SH SOLE 131,135 0 0 VALERO ENERGY CORP NEW COM 91913Y100 11,263,835 160,843 SH SOLE 160,843 0 0 VALERO ENERGY CORP NEW COM 91913Y100 164,571 2,350 SH DEFINED 1 2,350 0 0 VALSPAR CORP COM 920355104 742,918 32,960 SH SOLE 32,960 0 0 VARIAN SEMICONDUCTOR EQUIPMN COM 922207105 6,905,495 186,635 SH SOLE 186,635 0 0 VARIAN SEMICONDUCTOR EQUIPMN COM 922207105 1,330,335 35,955 SH DEFINED 2 35,955 0 0 VENOCO INC COM 92275P307 1,557,729 78,160 SH SOLE 78,160 0 0 VENTAS INC COM 92276F100 2,821,881 62,362 SH SOLE 62,362 0 0 VERISIGN INC COM 92343E102 265,396,432 7,056,539 SH SOLE 7,056,539 0 0 VERISIGN INC COM 92343E102 1,095,203 29,120 SH DEFINED 3 29,120 0 0 VERISIGN INC COM 92343E102 12,025,910 319,753 SH DEFINED 2 319,753 0 0 VERISIGN INC COM 92343E102 1,310,257 34,838 SH DEFINED 1 31,068 0 3,770 VERISIGN INC COM 92343E102 252,363 6,710 SH DEFINED 4 6,710 0 0 VERIZON COMMUNICATIONS COM 92343V104 146,244,018 3,347,311 SH SOLE 3,197,041 0 150,270 VERIZON COMMUNICATIONS COM 92343V104 2,723,635 62,340 SH DEFINED 2 62,340 0 0 VERIZON COMMUNICATIONS COM 92343V104 17,047,620 390,195 SH DEFINED 1 186,199 0 203,996 VIACOM INC NEW CL B 92553P201 54,998,600 1,252,245 SH SOLE 1,055,940 0 196,305 VIACOM INC NEW CL B 92553P201 3,225,309 73,436 SH DEFINED 3 41,545 0 31,891 VIACOM INC NEW CL B 92553P201 13,969,327 318,063 SH DEFINED 2 271,138 0 46,925 VIACOM INC NEW CL B 92553P201 21,847,082 497,429 SH DEFINED 1 251,175 0 246,254 VIACOM INC NEW CL B 92553P201 18,171,241 413,735 SH DEFINED 5 181,330 0 232,405 VIACOM INC NEW CL B 92553P201 44,634,095 1,016,259 SH DEFINED 4 942,445 0 73,814 VIEWPOINT FINL GROUP COM 926727108 1,178,424 71,290 SH SOLE 71,290 0 0
MFS 13F REPORT 12/31/2007 PAGE 56
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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- VIEWPOINT FINL GROUP COM 926727108 97,527 5,900 SH DEFINED 1 5,900 0 0 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 163,677,571 4,385,787 SH SOLE 4,233,628 0 152,159 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 30,607,774 820,144 SH DEFINED 1 501,307 0 318,837 VOLTERRA SEMICONDUCTOR CORP COM 928708106 12,908,409 1,170,300 SH SOLE 1,170,300 0 0 VORNADO RLTY TR SH BEN INT 929042109 1,707,197 19,411 SH SOLE 19,411 0 0 WAL MART STORES INC COM 931142103 51,604,319 1,085,721 SH SOLE 872,511 0 213,210 WAL MART STORES INC COM 931142103 2,447,795 51,500 SH DEFINED 3 29,140 0 22,360 WAL MART STORES INC COM 931142103 10,569,484 222,375 SH DEFINED 2 189,425 0 32,950 WAL MART STORES INC COM 931142103 11,382,579 239,482 SH DEFINED 1 174,496 0 64,986 WAL MART STORES INC COM 931142103 13,650,616 287,200 SH DEFINED 5 126,090 0 161,110 WAL MART STORES INC COM 931142103 33,423,286 703,204 SH DEFINED 4 666,311 0 36,893 WALGREEN CO COM 931422109 94,270,848 2,475,600 SH SOLE 2,055,200 0 420,400 WALGREEN CO COM 931422109 5,224,576 137,200 SH DEFINED 3 77,700 0 59,500 WALGREEN CO COM 931422109 23,487,744 616,800 SH DEFINED 2 529,060 0 87,740 WALGREEN CO COM 931422109 35,411,734 929,930 SH DEFINED 1 463,430 0 466,500 WALGREEN CO COM 931422109 29,281,616 768,950 SH DEFINED 5 337,630 0 431,320 WALGREEN CO COM 931422109 71,717,206 1,883,330 SH DEFINED 4 1,745,350 0 137,980 WARNER CHILCOTT LIMITED COM CL A G9435N108 20,785,695 1,172,346 SH SOLE 1,055,016 0 117,330 WASHINGTON POST CO CL B 939640108 6,473,897 8,180 SH SOLE 8,180 0 0 WEATHERFORD INTERNATIONAL LT COM G95089101 88,439,806 1,289,210 SH SOLE 1,289,210 0 0 WEATHERFORD INTERNATIONAL LT COM G95089101 1,016,652 14,820 SH DEFINED 2 14,820 0 0 WEATHERFORD INTERNATIONAL LT COM G95089101 24,696 360 SH DEFINED 1 360 0 0 WELLPOINT INC COM 94973V107 560,422,486 6,388,037 SH SOLE 6,154,687 0 233,350 WELLPOINT INC COM 94973V107 19,865,581 226,440 SH DEFINED 2 226,440 0 0 WELLPOINT INC COM 94973V107 36,851,688 420,058 SH DEFINED 1 167,808 0 252,250 WELLPOINT INC COM 94973V107 255,294 2,910 SH DEFINED 4 2,910 0 0
MFS 13F REPORT 12/31/2007 PAGE 57
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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- WELLS FARGO & CO NEW COM 949746101 34,811,666 1,153,086 SH SOLE 1,101,706 0 51,380 WELLS FARGO & CO NEW COM 949746101 122,873 4,070 SH DEFINED 1 4,070 0 0 WESCO INTL INC COM 95082P105 83,640,836 2,110,011 SH SOLE 1,964,811 0 145,200 WESCO INTL INC COM 95082P105 1,726,322 43,550 SH DEFINED 2 43,550 0 0 WESCO INTL INC COM 95082P105 231,339 5,836 SH DEFINED 1 5,836 0 0 WESTAR ENERGY INC COM 95709T100 9,178,350 353,830 SH SOLE 353,830 0 0 WESTERN DIGITAL CORP COM 958102105 5,444,144 180,210 SH SOLE 180,210 0 0 WESTERN UN CO COM 959802109 110,201,360 4,538,771 SH SOLE 4,538,771 0 0 WESTERN UN CO COM 959802109 2,041,948 84,100 SH DEFINED 2 84,100 0 0 WESTERN UN CO COM 959802109 243,965 10,048 SH DEFINED 1 10,048 0 0 WHIRLPOOL CORP COM 963320106 26,856,270 329,000 SH SOLE 297,170 0 31,830 WHOLE FOODS MKT INC COM 966837106 22,376,964 548,455 SH SOLE 548,455 0 0 WILLIAMS COS INC DEL COM 969457100 359,975,352 10,060,798 SOLE 9,388,107 0 672,691 WILLIAMS COS INC DEL COM 969457100 9,682,426 270,610 SH DEFINED 2 270,610 0 0 WILLIAMS COS INC DEL COM 969457100 905,162 25,298 SH DEFINED 1 18,278 0 7,020 WILLIAMS COS INC DEL COM 969457100 142,404 3,980 SH DEFINED 4 3,980 0 0 WINDSTREAM CORP COM 97381W104 84,791,448 6,512,400 SH SOLE 6,027,636 0 484,764 WINDSTREAM CORP COM 97381W104 471,324 36,200 SH DEFINED 2 36,200 0 0 WISCONSIN ENERGY CORP COM 976657106 12,304,146 252,600 SH SOLE 232,600 0 20,000 WMS INDS INC COM 929297109 30,798,412 840,568 SH SOLE 840,568 0 0 WPP GROUP PLC SPON ADR 0905 929309409 35,853,054 557,677 SH SOLE 557,677 0 0 WPP GROUP PLC SPON ADR 0905 929309409 10,761,760 167,394 SH DEFINED 1 96,404 0 70,990 WYETH COM 983024100 677,247,723 15,325,814 SH SOLE 14,707,954 0 617,860 WYETH COM 983024100 18,668,949 422,470 SH DEFINED 2 422,470 0 0 WYETH COM 983024100 53,495,928 1,210,589 SH DEFINED 1 646,459 0 564,130 XCEL ENERGY INC COM 98389B100 73,368,976 3,250,730 SH SOLE 2,975,600 0 275,130 XILINX INC COM 983919101 890,896 40,736 SH SOLE 40,736 0 0
MFS 13F REPORT 12/31/2007 PAGE 58
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 - --------------------------- -------- --------- ----------- ------- ------- ----- ------ ----- -------- ------ --------- XL CAP LTD CL A G98255105 5,005,644 99,496 SH SOLE 99,496 0 0 XL CAP LTD CL A G98255105 155,961 3,100 SH DEFINED 1 1,560 0 1,540 XM SATELLITE RADIO HLDGS INC CL A 983759101 3,282,266 268,159 SH SOLE 268,159 0 0 XM SATELLITE RADIO HLDGS INC CL A 983759101 627,961 51,304 SH DEFINED 3 51,304 0 0 XM SATELLITE RADIO HLDGS INC CL A 983759101 824,021 67,322 SH DEFINED 2 67,322 0 0 XTO ENERGY INC COM 98385X106 99,364,959 1,934,676 SH SOLE 1,903,426 0 31,250 XTO ENERGY INC COM 98385X106 1,436,385 27,967 SH DEFINED 2 27,967 0 0 XTO ENERGY INC COM 98385X106 399,324 7,775 SH DEFINED 1 7,775 0 0 XTO ENERGY INC COM 98385X106 149,560 2,912 SH DEFINED 4 2,912 0 0 YAHOO INC COM 984332106 71,020,386 3,053,327 SH SOLE 2,999,767 0 53,560 YAHOO INC COM 984332106 2,402,525 103,290 SH DEFINED 2 103,290 0 0 YAHOO INC COM 984332106 607,551 26,120 SH DEFINED 1 26,120 0 0 YAHOO INC COM 984332106 171,426 7,370 SH DEFINED 4 7,370 0 0 YUM BRANDS INC COM 988498101 64,491,341 1,685,167 SH SOLE 1,685,167 0 0 YUM BRANDS INC COM 988498101 8,247,185 215,500 SH DEFINED 2 215,500 0 0 YUM BRANDS INC COM 988498101 1,020,163 26,657 SH DEFINED 1 19,350 0 7,307 YUM BRANDS INC COM 988498101 90,700 2,370 SH DEFINED 4 2,370 0 0 ZENITH NATL INS CORP COM 989390109 3,466,575 77,500 SH SOLE 77,500 0 0 ZIMMER HLDGS INC COM 98956P102 145,656,942 2,201,919 SH SOLE 2,066,669 0 135,250 ZIMMER HLDGS INC COM 98956P102 3,433,185 51,900 SH DEFINED 3 29,400 0 22,500 ZIMMER HLDGS INC COM 98956P102 22,320,333 337,420 SH DEFINED 2 304,320 0 33,100 ZIMMER HLDGS INC COM 98956P102 24,216,192 366,080 SH DEFINED 1 187,410 0 178,670 ZIMMER HLDGS INC COM 98956P102 19,358,798 292,650 SH DEFINED 5 128,310 0 164,340 ZIMMER HLDGS INC COM 98956P102 48,574,607 734,310 SH DEFINED 4 682,210 0 52,100 --------------- $79,118,441,881 * Please note a de minimis portion of these shares may have non voting authority.
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