| 1 |
APPLE INC |
350,000 |
187,859 |
4.07% |
|
|
| 2 |
EXPRESS SCRIPTS HLDG CO |
2,500,000 |
187,724 |
4.07% |
|
|
| 3 |
ISHARES NASDAQ BIOTECHNOLOGY ETF |
130,000 |
144,886 |
3.14% |
|
|
| 4 |
LKQ CORP |
4,300,000 |
113,306 |
2.46% |
|
|
| 5 |
XILINX INC |
2,000,000 |
108,541 |
2.35% |
|
|
| 6 |
MICROSOFT CORP |
2,300,000 |
94,277 |
2.04% |
|
|
| 7 |
O REILLY AUTOMOTIVE INC NEW |
600,000 |
89,035 |
1.93% |
|
|
| 8 |
CELGENE CORP |
600,000 |
83,760 |
1.82% |
|
|
| 9 |
HENRY SCHEIN INC |
700,000 |
83,560 |
1.81% |
|
|
| 10 |
ORACLE CORP |
2,000,000 |
81,820 |
1.77% |
|
|
| 11 |
COGNIZANT TECHNOLOGY SOLUTIO |
1,600,000 |
80,960 |
1.76% |
|
|
| 12 |
KIRBY CORP |
779,900 |
78,968 |
1.71% |
|
|
| 13 |
QUALCOMM INC |
1,000,000 |
78,860 |
1.71% |
|
|
| 14 |
INTEL CORP |
3,000,000 |
77,441 |
1.68% |
|
|
| 15 |
AFFILIATED MANAGERS GROUP |
375,000 |
75,018 |
1.63% |
|
|
| 16 |
Micros Systems |
1,350,000 |
71,456 |
1.55% |
|
|
| 17 |
FASTENAL CO |
1,400,000 |
69,020 |
1.50% |
|
|
| 18 |
JOHNSON & JOHNSON |
700,000 |
68,762 |
1.49% |
|
|
| 19 |
VISA INC |
300,000 |
64,758 |
1.40% |
|
|
| 20 |
FACTSET RESH SYS INC |
596,400 |
64,297 |
1.39% |
|
|
| 21 |
STERICYCLE INC |
530,000 |
60,218 |
1.31% |
|
|
| 22 |
DANAHER CORP DEL |
800,000 |
60,000 |
1.30% |
|
|
| 23 |
WADDELL & REED FINL INC |
800,000 |
58,898 |
1.28% |
|
|
| 24 |
SCHLUMBERGER LTD |
600,000 |
58,500 |
1.27% |
|
|
| 25 |
POTASH CORP SASK INC |
1,600,000 |
57,952 |
1.26% |
|
|
| 26 |
INTERNATIONAL BUSINESS MACHS |
300,000 |
57,748 |
1.25% |
|
|
| 27 |
STRYKER CORP |
700,000 |
57,028 |
1.24% |
|
|
| 28 |
MYRIAD GENETICS INC |
1,657,700 |
56,680 |
1.23% |
|
|
| 29 |
CISCO SYS INC |
2,500,000 |
56,039 |
1.21% |
|
|
| 30 |
CME GROUP INC |
750,000 |
55,515 |
1.20% |
|
|
| 31 |
APPLIED MATLS INC |
2,700,000 |
55,124 |
1.20% |
|
|
| 32 |
WAL-MART STORES INC |
700,000 |
53,501 |
1.16% |
|
|
| 33 |
DirectTV Com |
700,000 |
53,494 |
1.16% |
|
|
| 34 |
Syntel Inc Com |
531,704 |
47,802 |
1.04% |
|
|
| 35 |
TEXAS INSTRS INC |
1,000,000 |
47,160 |
1.02% |
|
|
| 36 |
ADOBE INC |
700,000 |
46,018 |
1.00% |
|
|
| 37 |
SOUTHWESTERN ENERGY CO |
1,000,000 |
46,010 |
1.00% |
|
|
| 38 |
AMERICAN TOWER CORP NEW |
550,000 |
45,031 |
0.98% |
|
|
| 39 |
WELLS FARGO & CO NEW |
900,000 |
44,767 |
0.97% |
|
|
| 40 |
NIKE INC |
600,000 |
44,316 |
0.96% |
|
|
| 41 |
INTUITIVE SURGICAL INC |
100,000 |
43,800 |
0.95% |
|
|
| 42 |
ROSS STORES INC |
600,000 |
42,944 |
0.93% |
|
|
| 43 |
SOLERA HOLDINGS INC |
670,872 |
42,495 |
0.92% |
|
|
| 44 |
TJX COS INC NEW |
700,000 |
42,455 |
0.92% |
|
|
| 45 |
PRICE T ROWE GROUP INC |
500,000 |
41,175 |
0.89% |
|
|
| 46 |
ILLINOIS TOOL WKS INC |
500,000 |
40,665 |
0.88% |
|
|
| 47 |
COMCAST CORP NEW |
800,000 |
40,032 |
0.87% |
|
|
| 48 |
EXPEDITORS INTL WASH INC |
1,000,000 |
39,630 |
0.86% |
|
|
| 49 |
INTERCONTINENTAL EXCHANGE IN |
200,000 |
39,566 |
0.86% |
|
|
| 50 |
SEMTECH CORP COM |
1,500,000 |
38,009 |
0.82% |
|
|
