| 1 |
3M CO |
163,600 |
28,831 |
2.05% |
|
|
| 2 |
ACCENTURE PLC IRELAND |
77,500 |
9,468 |
0.67% |
|
|
| 3 |
ALLEGHANY CORP |
10,886 |
5,715 |
0.41% |
|
|
| 4 |
AMETEK INC NEW |
367,600 |
17,564 |
1.25% |
|
|
| 5 |
AMGEN INC |
220,250 |
36,740 |
2.62% |
|
|
| 6 |
ANADARKO PETE CORP |
3,750 |
238 |
0.02% |
|
|
| 7 |
ANSYS |
127,900 |
11,845 |
0.84% |
|
|
| 8 |
APACHE CORP |
6,400 |
409 |
0.03% |
|
|
| 9 |
APPLE INC |
3,530 |
399 |
0.03% |
|
|
| 10 |
ARROW ELECTRONICS |
82,000 |
5,246 |
0.37% |
|
|
| 11 |
AVNET INC |
80,000 |
3,285 |
0.23% |
|
|
| 12 |
Arris Group Inc |
310,000 |
8,782 |
0.63% |
|
|
| 13 |
BAKER HUGHES INC |
94,500 |
4,769 |
0.34% |
|
|
| 14 |
BANK NEW YORK MELLON CORP |
504,900 |
20,135 |
1.43% |
|
|
| 15 |
BARRICK GOLD CORP |
20,000 |
354 |
0.03% |
|
|
| 16 |
BB&T CORP |
426,500 |
16,088 |
1.15% |
|
|
| 17 |
BERKSHIRE HATHAWAY INC DEL |
9,725 |
1,405 |
0.10% |
|
|
| 18 |
BERKSHIRE HATHAWAY INC DEL |
4 |
865 |
0.06% |
|
|
| 19 |
BROOKFIELD ASSET MGMT INC |
21,000 |
739 |
0.05% |
|
|
| 20 |
CANADIAN NATL RY CO |
18,000 |
1,177 |
0.08% |
|
|
| 21 |
CATERPILLAR INC |
4,000 |
355 |
0.03% |
|
|
| 22 |
CERNER CORP |
195,000 |
12,041 |
0.86% |
|
|
| 23 |
CHUBB LIMITED |
195,100 |
24,514 |
1.74% |
|
|
| 24 |
CISCO SYS INC |
1,092,350 |
34,649 |
2.47% |
|
|
| 25 |
CITIGROUPINC |
39,850 |
1,882 |
0.13% |
|
|
| 26 |
COCA COLA EUROPEAN PARTNERS |
17,000 |
678 |
0.05% |
|
|
| 27 |
COGNIZANT TECHNOLOGY SOLUTIO |
201,250 |
9,602 |
0.68% |
|
|
| 28 |
COLFAX CORP |
447,000 |
14,049 |
1.00% |
|
|
| 29 |
COPART INC |
270,000 |
14,461 |
1.03% |
|
|
| 30 |
DANAHER CORP DEL |
102,100 |
8,004 |
0.57% |
|
|
| 31 |
DEERE & CO |
2,350 |
201 |
0.01% |
|
|
| 32 |
DEVON ENERGY CORP NEW |
7,900 |
348 |
0.02% |
|
|
| 33 |
DIAGEO P L C |
269,000 |
31,215 |
2.22% |
|
|
| 34 |
DISCOVER FINL SVCS |
215,900 |
12,209 |
0.87% |
|
|
| 35 |
DISCOVERY COMMUNICATNS NEW |
552,000 |
14,860 |
1.06% |
|
|
| 36 |
DONALDSON INC |
886,500 |
33,093 |
2.36% |
|
|
| 37 |
DOVER CORP |
260,500 |
19,183 |
1.37% |
|
|
| 38 |
EATON CORP PLC |
84,200 |
5,533 |
0.39% |
|
|
| 39 |
EMERSON ELEC CO |
540,500 |
29,463 |
2.10% |
|
|
| 40 |
EQUINIX INC |
20,253 |
7,296 |
0.52% |
|
|
| 41 |
EXPEDITORS INTL WASH INC |
200,000 |
10,304 |
0.73% |
|
|
| 42 |
EXXON MOBIL CORP |
313,464 |
27,359 |
1.95% |
|
|
| 43 |
FASTENAL CO |
50,000 |
2,089 |
0.15% |
|
|
| 44 |
FEDERATED HERMES INC CL B |
52,700 |
1,562 |
0.11% |
|
|
| 45 |
FIFTH THIRD BANCORP |
1,095,500 |
22,414 |
1.60% |
|
|
| 46 |
FLUOR CORP NEW |
60,400 |
3,100 |
0.22% |
|
|
| 47 |
FMC TECHNOLOGIES INC |
75,000 |
2,225 |
0.16% |
|
|
| 48 |
FORTIVE CORP |
51,050 |
2,598 |
0.18% |
|
|
| 49 |
FULLER H B CO |
30,000 |
1,394 |
0.10% |
|
|
| 50 |
GARMIN LTD |
67,000 |
3,223 |
0.23% |
|
|
