The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ABBOTT LABORATORIES | COM | 002824100 | 25,134 | 229,558 | SH | SOLE | 229,558 | 0 | 0 | ||
ABBVIE INC | COM | 00287Y109 | 60,574 | 565,319 | SH | SOLE | 565,319 | 0 | 0 | ||
ADOBE SYSTEMS INC | COM | 00724F101 | 58,604 | 117,180 | SH | SOLE | 117,180 | 0 | 0 | ||
ADVANCED MICRO DEVIC | COM | 007903107 | 45,945 | 500,984 | SH | SOLE | 500,984 | 0 | 0 | ||
AERCAP HOLDINGS NV | COM | N00985106 | 121 | 2,658 | SH | SOLE | 2,658 | 0 | 0 | ||
AFLAC INC | COM | 001055102 | 2,401 | 53,996 | SH | SOLE | 53,996 | 0 | 0 | ||
AGILENT TECHNOLOGIES | COM | 00846U101 | 2,674 | 22,569 | SH | SOLE | 22,569 | 0 | 0 | ||
ALEXION PHARMACEUTIC | COM | 015351109 | 3,912 | 25,038 | SH | SOLE | 25,038 | 0 | 0 | ||
ALIBABA GROUP HOLDIN | COM | 01609W102 | 1,117 | 4,800 | SH | SOLE | 4,800 | 0 | 0 | ||
ALLSTATE CORP/THE | COM | 020002101 | 2,639 | 24,008 | SH | SOLE | 24,008 | 0 | 0 | ||
AMAZON.COM INC | COM | 023135106 | 186,736 | 57,335 | SH | SOLE | 57,335 | 0 | 0 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 3,985 | 32,961 | SH | SOLE | 32,961 | 0 | 0 | ||
AMERICAN INTERNATION | COM | 026874784 | 2,402 | 63,442 | SH | SOLE | 63,442 | 0 | 0 | ||
AMERICAN TOWER CORP | COM | 03027X100 | 3,551 | 15,819 | SH | SOLE | 15,819 | 0 | 0 | ||
AMERISOURCEBERGEN CO | COM | 03073E105 | 1,114 | 11,395 | SH | SOLE | 11,395 | 0 | 0 | ||
AMGEN INC | COM | 031162100 | 15,175 | 66,000 | SH | SOLE | 66,000 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 12,844 | 86,940 | SH | SOLE | 86,940 | 0 | 0 | ||
ANTHEM INC | COM | 036752103 | 5,991 | 18,657 | SH | SOLE | 18,657 | 0 | 0 | ||
AON CORP | A | G0403H108 | 3,634 | 17,200 | SH | SOLE | 17,200 | 0 | 0 | ||
APPLE COMPUTER INC | COM | 037833100 | 212,687 | 1,602,888 | SH | SOLE | 1,602,888 | 0 | 0 | ||
APPLIED MATERIALS IN | COM | 038222105 | 44,716 | 518,143 | SH | SOLE | 518,143 | 0 | 0 | ||
APTIV PLC | COM | G6095L109 | 2,033 | 15,607 | SH | SOLE | 15,607 | 0 | 0 | ||
ARCHER-DANIELS-MIDLA | COM | 039483102 | 2,048 | 40,620 | SH | SOLE | 40,620 | 0 | 0 | ||
AT&T CORP | COM | 00206R102 | 28,760 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 9,776 | 32,017 | SH | SOLE | 32,017 | 0 | 0 | ||
AUTOMATIC DATA PROCE | COM | 053015103 | 5,576 | 31,647 | SH | SOLE | 31,647 | 0 | 0 | ||
AVALONBAY COMMUNITIE | COM | 053484101 | 1,634 | 10,186 | SH | SOLE | 10,186 | 0 | 0 | ||
BANK OF AMERICA CORP | COM | 060505104 | 40,303 | 1,329,693 | SH | SOLE | 1,329,693 | 0 | 0 | ||
BANK OF NEW YORK CO | COM | 064058100 | 2,626 | 61,874 | SH | SOLE | 61,874 | 0 | 0 | ||
BAXTER INTERNATIONAL | COM | 071813109 | 2,838 | 35,373 | SH | SOLE | 35,373 | 0 | 0 | ||
BB&T CORP | COM | 89832Q109 | 4,688 | 97,802 | SH | SOLE | 97,802 | 0 | 0 | ||
BECTON DICKINSON & C | COM | 075887109 | 4,926 | 19,688 | SH | SOLE | 19,688 | 0 | 0 | ||
BERKSHIRE HATHAWAY I | COM | 084670702 | 16,719 | 72,105 | SH | SOLE | 72,105 | 0 | 0 | ||
BEYOND MEAT INC | COM | 08862E109 | 3,750 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
BIOGEN IDEC INC | COM | 09062X103 | 4,965 | 20,278 | SH | SOLE | 20,278 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 3,808 | 17,789 | SH | SOLE | 17,789 | 0 | 0 | ||
BOSTON PROPERTIES IN | COM | 101121101 | 1,066 | 11,273 | SH | SOLE | 11,273 | 0 | 0 | ||
BOSTON SCIENTIFIC CO | COM | 101137107 | 8,398 | 233,589 | SH | SOLE | 233,589 | 0 | 0 | ||
BRISTOL-MYERS SQUIBB | COM | 110122108 | 15,344 | 247,368 | SH | SOLE | 247,368 | 0 | 0 | ||
CARDINAL HEALTH INC | COM | 14149Y108 | 1,165 | 21,743 | SH | SOLE | 21,743 | 0 | 0 | ||
CARRIER GLOBAL CORP | COM | 14448C104 | 2,255 | 59,780 | SH | SOLE | 59,780 | 0 | 0 | ||
CATERPILLAR INC | COM | 149123101 | 17,843 | 98,030 | SH | SOLE | 98,030 | 0 | 0 | ||
CENTENE CORP | COM | 15135B101 | 1,811 | 30,164 | SH | SOLE | 30,164 | 0 | 0 | ||
CERNER CORP | COM | 156782104 | 1,822 | 23,220 | SH | SOLE | 23,220 | 0 | 0 | ||
CERTEGY INC | COM | 31620M106 | 4,385 | 31,000 | SH | SOLE | 31,000 | 0 | 0 | ||
CHARLES SCHWAB CORP/ | COM | 808513105 | 9,271 | 174,799 | SH | SOLE | 174,799 | 0 | 0 | ||
CHARTER COMMUNICATIO | A | 16119P108 | 17,356 | 26,236 | SH | SOLE | 26,236 | 0 | 0 | ||
CHICAGO MERCANTILE E | COM | 12572Q105 | 9,214 | 50,615 | SH | SOLE | 50,615 | 0 | 0 | ||
CHUBB CORP | COM | H1467J104 | 5,116 | 33,237 | SH | SOLE | 33,237 | 0 | 0 | ||
COCA-COLA CO/THE | COM | 191216100 | 55,936 | 1,019,985 | SH | SOLE | 1,019,985 | 0 | 0 | ||
COCA-COLA EUROPEAN P | COM | 191241108 | 209 | 4,190 | SH | SOLE | 4,190 | 0 | 0 | ||
COGNIZANT TECHNOLOGY | A | 192446102 | 3,301 | 40,278 | SH | SOLE | 40,278 | 0 | 0 | ||
COLGATE-PALMOLIVE CO | COM | 194162103 | 5,083 | 59,446 | SH | SOLE | 59,446 | 0 | 0 | ||
COMCAST CORP | A | 20030N101 | 20,671 | 394,492 | SH | SOLE | 394,492 | 0 | 0 | ||
COSTCO WHOLESALE COR | COM | 22160K105 | 6,474 | 17,183 | SH | SOLE | 17,183 | 0 | 0 | ||
CROWN CASTLE INTERNA | COM | 22822V101 | 4,827 | 30,321 | SH | SOLE | 30,321 | 0 | 0 | ||
CVS CORP | COM | 126650100 | 6,478 | 94,845 | SH | SOLE | 94,845 | 0 | 0 | ||
DANAHER CORP | COM | 235851102 | 20,044 | 90,230 | SH | SOLE | 90,230 | 0 | 0 | ||
DEERE & CO | COM | 244199105 | 3,363 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
DIGITAL REALTY TRUST | COM | 253868103 | 2,120 | 15,195 | SH | SOLE | 15,195 | 0 | 0 | ||
DISCOVERY COMMUNICAT | A | 25470F104 | 22,568 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
DOLLAR GENERAL CORP | COM | 256677105 | 3,943 | 18,748 | SH | SOLE | 18,748 | 0 | 0 | ||
ECOLAB INC | COM | 278865100 | 4,327 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
EDWARDS LIFESCIENCES | COM | 28176E108 | 2,418 | 26,500 | SH | SOLE | 26,500 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 5,599 | 38,993 | SH | SOLE | 38,993 | 0 | 0 | ||
ELI LILLY & CO | COM | 532457108 | 31,829 | 188,516 | SH | SOLE | 188,516 | 0 | 0 | ||
EMERSON ELECTRIC CO | COM | 291011104 | 20,313 | 252,746 | SH | SOLE | 252,746 | 0 | 0 | ||
ENERGY SELECT SECTOR | COM | 81369Y506 | 739 | 19,500 | SH | SOLE | 19,500 | 0 | 0 | ||
EQUINIX INC | COM | 29444U700 | 4,499 | 6,300 | SH | SOLE | 6,300 | 0 | 0 | ||
EQUITY RESIDENTIAL | COM | 29476L107 | 1,603 | 27,047 | SH | SOLE | 27,047 | 0 | 0 | ||
ESTEE LAUDER COS INC | A | 518439104 | 11,482 | 43,133 | SH | SOLE | 43,133 | 0 | 0 | ||
FACEBOOK INC | A | 30303M102 | 88,716 | 324,778 | SH | SOLE | 324,778 | 0 | 0 | ||
FAIR ISAAC CORP | COM | 303250104 | 4,804 | 9,400 | SH | SOLE | 9,400 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 11,183 | 43,074 | SH | SOLE | 43,074 | 0 | 0 | ||
FINANCIAL SELECT SEC | COM | 81369Y605 | 60,287 | 2,045,000 | SH | SOLE | 2,045,000 | 0 | 0 | ||
FIRST REPUBLIC BANK/ | COM | 33616C100 | 7,493 | 51,000 | SH | SOLE | 51,000 | 0 | 0 | ||
FORTINET INC | COM | 34959E109 | 762 | 5,131 | SH | SOLE | 5,131 | 0 | 0 | ||
FPL GROUP INC | COM | 65339F101 | 10,030 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
GENERAL DYNAMICS COR | COM | 369550108 | 2,665 | 17,905 | SH | SOLE | 17,905 | 0 | 0 | ||
GENERAL MOTORS CORP | COM | 37045V100 | 23,265 | 558,711 | SH | SOLE | 558,711 | 0 | 0 | ||
GILEAD SCIENCES INC | COM | 375558103 | 7,313 | 125,524 | SH | SOLE | 125,524 | 0 | 0 | ||
GLOBAL PAYMENTS INC | COM | 37940X102 | 8,582 | 39,840 | SH | SOLE | 39,840 | 0 | 0 | ||
GOLDMAN SACHS GROUP | COM | 38141G104 | 33,928 | 128,656 | SH | SOLE | 128,656 | 0 | 0 | ||
GOOGLE INC | C | 02079K107 | 39,941 | 22,799 | SH | SOLE | 22,799 | 0 | 0 | ||
GOOGLE INC | A | 02079K305 | 91,591 | 52,259 | SH | SOLE | 52,259 | 0 | 0 | ||
HARRIS CORP | COM | 502431109 | 3,078 | 16,284 | SH | SOLE | 16,284 | 0 | 0 | ||
HCA INC | COM | 40412C101 | 3,272 | 19,895 | SH | SOLE | 19,895 | 0 | 0 | ||
HDFC BANK LTD | COM | 40415F101 | 4,697 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
HEALTH CARE REIT INC | COM | 95040Q104 | 14,188 | 219,555 | SH | SOLE | 219,555 | 0 | 0 | ||
HEALTH CARE SELECT S | COM | 81369Y209 | 59,443 | 524,000 | SH | SOLE | 524,000 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 26,527 | 99,870 | SH | SOLE | 99,870 | 0 | 0 | ||
HONEYWELL INTERNATIO | COM | 438516106 | 6,907 | 32,473 | SH | SOLE | 32,473 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 4,042 | 9,852 | SH | SOLE | 9,852 | 0 | 0 | ||
IDEXX LABORATORIES I | COM | 45168D104 | 2,399 | 4,800 | SH | SOLE | 4,800 | 0 | 0 | ||
ILLUMINA INC | COM | 452327109 | 6,220 | 16,812 | SH | SOLE | 16,812 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 5,307 | 106,527 | SH | SOLE | 106,527 | 0 | 0 | ||
INTERCONTINENTALEXCH | COM | 45866F104 | 11,975 | 103,870 | SH | SOLE | 103,870 | 0 | 0 | ||
INTUIT INC | COM | 461202103 | 45,842 | 120,685 | SH | SOLE | 120,685 | 0 | 0 | ||
INTUITIVE SURGICAL I | COM | 46120E602 | 6,876 | 8,405 | SH | SOLE | 8,405 | 0 | 0 | ||
ISHARES MSCI EMERGIN | COM | 464287234 | 47,115 | 911,849 | SH | SOLE | 911,849 | 0 | 0 | ||
ISHARES RUSSELL 2000 | COM | 464287655 | 93,913 | 479,000 | SH | SOLE | 479,000 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 19,737 | 125,408 | SH | SOLE | 125,408 | 0 | 0 | ||
JOHNSON CONTROLS INC | A | 479167108 | 17,380 | 373,031 | SH | SOLE | 373,031 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 80,932 | 636,908 | SH | SOLE | 636,908 | 0 | 0 | ||
KEYSIGHT TECHNOLOGIE | COM | 49338L103 | 16,511 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
KIMBERLY-CLARK CORP | COM | 494368103 | 3,385 | 25,102 | SH | SOLE | 25,102 | 0 | 0 | ||
KLA-TENCOR CORP | COM | 482480100 | 19,910 | 76,901 | SH | SOLE | 76,901 | 0 | 0 | ||
LAM RESEARCH CORP | COM | 512807108 | 18,604 | 39,393 | SH | SOLE | 39,393 | 0 | 0 | ||
LENNAR CORP | A | 526057104 | 25,918 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
LIBERTY GLOBAL INC | COM | 531229409 | 18,920 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 6,580 | 18,536 | SH | SOLE | 18,536 | 0 | 0 | ||
LOWE'S COS INC | COM | 548661107 | 17,109 | 106,593 | SH | SOLE | 106,593 | 0 | 0 | ||
LYONDELLBASELL INDUS | COM | N53745100 | 1,793 | 19,559 | SH | SOLE | 19,559 | 0 | 0 | ||
MARKIT LTD | COM | G47567105 | 2,496 | 27,789 | SH | SOLE | 27,789 | 0 | 0 | ||
MARRIOTT INTERNATION | A | 571903202 | 11,873 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
MARSH & MCLENNAN COS | COM | 571748102 | 4,320 | 36,924 | SH | SOLE | 36,924 | 0 | 0 | ||
MARTIN MARIETTA MATE | COM | 573284106 | 10,280 | 36,200 | SH | SOLE | 36,200 | 0 | 0 | ||
MASTERCARD INC | A | 57636Q104 | 48,590 | 136,129 | SH | SOLE | 136,129 | 0 | 0 | ||
MCDONALD'S CORP | COM | 580135101 | 23,445 | 109,259 | SH | SOLE | 109,259 | 0 | 0 | ||
MCGRAW-HILL COS INC/ | COM | 78409V104 | 11,164 | 33,962 | SH | SOLE | 33,962 | 0 | 0 | ||
MCKESSON CORP | COM | 58155Q103 | 5,824 | 33,485 | SH | SOLE | 33,485 | 0 | 0 | ||
MDC HOLDINGS INC | COM | 552676108 | 7,290 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
MEDTRONIC INC | COM | G5960L103 | 18,474 | 157,706 | SH | SOLE | 157,706 | 0 | 0 | ||
MERCADOLIBRE INC | COM | 58733R102 | 5,465 | 3,262 | SH | SOLE | 3,262 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 21,448 | 262,203 | SH | SOLE | 262,203 | 0 | 0 | ||
METLIFE INC | COM | 59156R108 | 2,725 | 58,051 | SH | SOLE | 58,051 | 0 | 0 | ||
METROPCS COMMUNICATI | COM | 872590104 | 21,769 | 161,432 | SH | SOLE | 161,432 | 0 | 0 | ||
MICRON TECHNOLOGY IN | COM | 595112103 | 46,939 | 624,358 | SH | SOLE | 624,358 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 240,944 | 1,083,283 | SH | SOLE | 1,083,283 | 0 | 0 | ||
MONGODB INC | A | 60937P106 | 8,617 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
MOODY'S CORP | COM | 615369105 | 5,926 | 20,418 | SH | SOLE | 20,418 | 0 | 0 | ||
MORGAN STANLEY | COM | 617446448 | 62,390 | 910,401 | SH | SOLE | 910,401 | 0 | 0 | ||
MSCI INC | COM | 55354G100 | 2,411 | 5,400 | SH | SOLE | 5,400 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 6,756 | 12,494 | SH | SOLE | 12,494 | 0 | 0 | ||
NICE LTD | COM | 653656108 | 5,245 | 18,500 | SH | SOLE | 18,500 | 0 | 0 | ||
NIKE INC | B | 654106103 | 25,507 | 180,298 | SH | SOLE | 180,298 | 0 | 0 | ||
NORTHROP GRUMMAN COR | COM | 666807102 | 3,572 | 11,723 | SH | SOLE | 11,723 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 25,858 | 49,517 | SH | SOLE | 49,517 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 43,989 | 680,000 | SH | SOLE | 680,000 | 0 | 0 | ||
OTIS WORLDWIDE CORP | COM | 68902V107 | 2,019 | 29,890 | SH | SOLE | 29,890 | 0 | 0 | ||
PAYPAL HOLDINGS INC | COM | 70450Y103 | 37,969 | 162,124 | SH | SOLE | 162,124 | 0 | 0 | ||
PEPSICO INC | COM | 713448108 | 27,134 | 182,968 | SH | SOLE | 182,968 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 18,253 | 495,869 | SH | SOLE | 495,869 | 0 | 0 | ||
PINTEREST INC | A | 72352L106 | 29,655 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
PNC FINANCIAL SERVIC | COM | 693475105 | 4,838 | 32,472 | SH | SOLE | 32,472 | 0 | 0 | ||
PRICELINE.COM INC | COM | 09857L108 | 4,900 | 2,200 | SH | SOLE | 2,200 | 0 | 0 | ||
PROCTER & GAMBLE CO | COM | 742718109 | 67,691 | 486,493 | SH | SOLE | 486,493 | 0 | 0 | ||
PROGRESSIVE CORP/THE | COM | 743315103 | 4,216 | 42,639 | SH | SOLE | 42,639 | 0 | 0 | ||
PROLOGIS | COM | 74340W103 | 6,879 | 69,028 | SH | SOLE | 69,028 | 0 | 0 | ||
PRUDENTIAL FINANCIAL | COM | 744320102 | 2,289 | 29,318 | SH | SOLE | 29,318 | 0 | 0 | ||
PUBLIC STORAGE INC | COM | 74460D109 | 2,647 | 11,461 | SH | SOLE | 11,461 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 28,740 | 188,657 | SH | SOLE | 188,657 | 0 | 0 | ||
RAYMOND JAMES FUNDS | COM | 754730109 | 65,446 | 5,022,704 | SH | SOLE | 5,022,704 | 0 | 0 | ||
RAYTHEON TECHNOLOGIE | COM | 75513E101 | 7,667 | 107,209 | SH | SOLE | 107,209 | 0 | 0 | ||
REGENERON PHARMACEUT | COM | 75886F107 | 4,373 | 9,052 | SH | SOLE | 9,052 | 0 | 0 | ||
REPUBLIC SERVICES IN | COM | 760759100 | 1,577 | 16,375 | SH | SOLE | 16,375 | 0 | 0 | ||
ROPER INDUSTRIES INC | COM | 776696106 | 3,270 | 7,585 | SH | SOLE | 7,585 | 0 | 0 | ||
SALESFORCE.COM INC | COM | 79466L302 | 21,287 | 95,661 | SH | SOLE | 95,661 | 0 | 0 | ||
SBA COMMUNICATIONS C | A | 78410G104 | 2,327 | 8,249 | SH | SOLE | 8,249 | 0 | 0 | ||
SHERWIN-WILLIAMS CO/ | COM | 824348106 | 9,006 | 12,255 | SH | SOLE | 12,255 | 0 | 0 | ||
SIMON PROPERTY GROUP | COM | 828806109 | 1,916 | 22,464 | SH | SOLE | 22,464 | 0 | 0 | ||
SOUTHWEST AIRLINES C | COM | 844741108 | 27,415 | 588,186 | SH | SOLE | 588,186 | 0 | 0 | ||
SPDR TRUST SERIES 1 | COM | 78462F103 | 254,238 | 680,000 | SH | SOLE | 680,000 | 0 | 0 | ||
SQUARE INC | A | 852234103 | 7,617 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
ST PAUL TRAVELERS CO | COM | 89417E109 | 2,666 | 18,990 | SH | SOLE | 18,990 | 0 | 0 | ||
STRYKER CORP | COM | 863667101 | 6,017 | 24,555 | SH | SOLE | 24,555 | 0 | 0 | ||
SYNOPSYS INC | COM | 871607107 | 3,501 | 13,505 | SH | SOLE | 13,505 | 0 | 0 | ||
TERADYNE INC | COM | 880770102 | 19,182 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
TESLA MOTORS INC | COM | 88160R101 | 18,728 | 26,540 | SH | SOLE | 26,540 | 0 | 0 | ||
TEXAS INSTRUMENTS IN | COM | 882508104 | 4,945 | 30,131 | SH | SOLE | 30,131 | 0 | 0 | ||
THERMO ELECTRON CORP | COM | 883556102 | 23,287 | 49,995 | SH | SOLE | 49,995 | 0 | 0 | ||
TJX COS INC | COM | 872540109 | 6,829 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
TRANE TECHNOLOGIES P | COM | G8994E103 | 8,074 | 55,618 | SH | SOLE | 55,618 | 0 | 0 | ||
TRIMBLE NAVIGATION L | COM | 896239100 | 23,036 | 345,000 | SH | SOLE | 345,000 | 0 | 0 | ||
TSMC | COM | 874039100 | 9,705 | 89,000 | SH | SOLE | 89,000 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 2,900 | 53,557 | SH | SOLE | 53,557 | 0 | 0 | ||
TYCO ELECTRONICS LTD | COM | H84989104 | 30,873 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
UNITED PARCEL SERVIC | B | 911312106 | 8,576 | 50,929 | SH | SOLE | 50,929 | 0 | 0 | ||
UNITEDHEALTH GROUP I | COM | 91324P102 | 46,115 | 131,501 | SH | SOLE | 131,501 | 0 | 0 | ||
WALGREEN CO | COM | 931427108 | 2,233 | 55,986 | SH | SOLE | 55,986 | 0 | 0 | ||
WALT DISNEY CO | COM | 254687106 | 34,793 | 192,034 | SH | SOLE | 192,034 | 0 | 0 | ||
VANECK VECTORS RUSSI | COM | 92189F403 | 942 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
WELLS FARGO & CO | COM | 949746101 | 25,653 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
VEONEER INC | COM | 92336X109 | 2,130 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
VERIZON COMMUNICATIO | COM | 92343V104 | 27,496 | 468,015 | SH | SOLE | 468,015 | 0 | 0 | ||
VERTEX PHARMACEUTICA | COM | 92532F100 | 6,775 | 28,666 | SH | SOLE | 28,666 | 0 | 0 | ||
WEYERHAEUSER CO | COM | 962166104 | 1,822 | 54,328 | SH | SOLE | 54,328 | 0 | 0 | ||
VF CORP | COM | 918204108 | 8,087 | 94,683 | SH | SOLE | 94,683 | 0 | 0 | ||
VIATRIS INC | COM | 92556V106 | 1,153 | 61,526 | SH | SOLE | 61,526 | 0 | 0 | ||
WILLIAMS COS INC | COM | 969457100 | 7,882 | 393,096 | SH | SOLE | 393,096 | 0 | 0 | ||
WILLIS GROUP HOLDING | COM | 970646105 | 1,982 | 9,407 | SH | SOLE | 9,407 | 0 | 0 | ||
VISA INC | A | 92826C839 | 46,304 | 211,694 | SH | SOLE | 211,694 | 0 | 0 | ||
VULCAN MATERIALS CO | COM | 929160109 | 11,865 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
XILINX INC | COM | 983919101 | 5,671 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
ZIMMER HOLDINGS INC | COM | 98956P102 | 2,307 | 14,973 | SH | SOLE | 14,973 | 0 | 0 | ||
ZOETIS INC | A | 98978V103 | 6,755 | 40,814 | SH | SOLE | 40,814 | 0 | 0 | ||
ZSCALER INC | COM | 98980G102 | 5,991 | 30,000 | SH | SOLE | 30,000 | 0 | 0 |