| 1 |
APPLE INC |
2,350,000 |
218,386 |
4.89% |
|
|
| 2 |
EXPRESS SCRIPTS HLDG CO |
2,500,000 |
173,327 |
3.88% |
|
|
| 3 |
LKQ CORP |
4,300,000 |
114,771 |
2.57% |
|
|
| 4 |
CELGENE CORP |
1,200,000 |
103,056 |
2.31% |
|
|
| 5 |
MICROSOFT CORP |
2,300,000 |
95,910 |
2.15% |
|
|
| 6 |
Micros Systems |
1,326,200 |
90,049 |
2.02% |
|
|
| 7 |
XILINX INC |
1,850,000 |
87,524 |
1.96% |
|
|
| 8 |
ORACLE CORP |
2,000,000 |
81,060 |
1.82% |
|
|
| 9 |
QUALCOMM INC |
1,000,000 |
79,200 |
1.77% |
|
|
| 10 |
COGNIZANT TECHNOLOGY SOLUTIO |
1,600,000 |
78,256 |
1.75% |
|
|
| 11 |
INTEL CORP |
2,500,000 |
77,250 |
1.73% |
|
|
| 12 |
AFFILIATED MANAGERS GROUP |
375,000 |
77,025 |
1.73% |
|
|
| 13 |
ISHARES NASDAQ BIOTECHNOLOGY ETF |
130,000 |
76,006 |
1.70% |
|
|
| 14 |
O REILLY AUTOMOTIVE INC NEW |
500,000 |
75,300 |
1.69% |
|
|
| 15 |
GOOGLE INC |
130,000 |
74,786 |
1.68% |
|
|
| 16 |
JOHNSON & JOHNSON |
700,000 |
73,234 |
1.64% |
|
|
| 17 |
FACTSET RESH SYS INC |
596,400 |
71,737 |
1.61% |
|
|
| 18 |
HENRY SCHEIN INC |
600,000 |
71,194 |
1.59% |
|
|
| 19 |
SCHLUMBERGER LTD |
600,000 |
70,770 |
1.59% |
|
|
| 20 |
FASTENAL CO |
1,400,000 |
69,287 |
1.55% |
|
|
| 21 |
VISA INC |
300,000 |
63,213 |
1.42% |
|
|
| 22 |
STERICYCLE INC |
530,000 |
62,763 |
1.41% |
|
|
| 23 |
DirectTV Com |
700,000 |
59,507 |
1.33% |
|
|
| 24 |
STRYKER CORP |
700,000 |
59,024 |
1.32% |
|
|
| 25 |
GILEAD SCIENCES INC |
700,000 |
58,037 |
1.30% |
|
|
| 26 |
KIRBY CORP |
475,000 |
55,643 |
1.25% |
|
|
| 27 |
DANAHER CORP DEL |
700,000 |
55,111 |
1.23% |
|
|
| 28 |
INTERNATIONAL BUSINESS MACHS |
300,000 |
54,382 |
1.22% |
|
|
| 29 |
CME GROUP INC |
750,000 |
53,214 |
1.19% |
|
|
| 30 |
WAL-MART STORES INC |
700,000 |
52,549 |
1.18% |
|
|
| 31 |
ADOBE INC |
700,000 |
50,652 |
1.13% |
|
|
| 32 |
WADDELL & REED FINL INC |
800,000 |
50,075 |
1.12% |
|
|
| 33 |
AMERICAN TOWER CORP NEW |
550,000 |
49,489 |
1.11% |
|
|
| 34 |
WELLS FARGO & CO NEW |
900,000 |
47,304 |
1.06% |
|
|
| 35 |
NIKE INC |
600,000 |
46,530 |
1.04% |
|
|
| 36 |
Syntel Inc Com |
531,704 |
45,703 |
1.02% |
|
|
| 37 |
SOUTHWESTERN ENERGY CO |
1,000,000 |
45,490 |
1.02% |
|
|
| 38 |
APPLIED MATLS INC |
2,004,700 |
45,206 |
1.01% |
|
|
| 39 |
SOLERA HOLDINGS INC |
670,872 |
45,050 |
1.01% |
|
|
| 40 |
C H ROBINSON WORLDWIDE INC |
700,000 |
44,653 |
1.00% |
|
|
| 41 |
EXPEDITORS INTL WASH INC |
1,000,000 |
44,160 |
0.99% |
|
|
| 42 |
ILLINOIS TOOL WKS INC |
500,000 |
43,779 |
0.98% |
|
|
| 43 |
COMCAST CORP NEW |
800,000 |
42,944 |
0.96% |
|
|
| 44 |
PRICE T ROWE GROUP INC |
500,000 |
42,205 |
0.95% |
|
|
| 45 |
POTASH CORP SASK INC |
1,100,000 |
41,756 |
0.94% |
|
|
| 46 |
INTUITIVE SURGICAL INC |
100,000 |
41,180 |
0.92% |
|
|
| 47 |
ROSS STORES INC |
600,000 |
39,680 |
0.89% |
|
|
| 48 |
SEMTECH CORP COM |
1,500,000 |
39,230 |
0.88% |
|
|
| 49 |
CBRE GROUP INC |
1,218,100 |
39,028 |
0.87% |
|
|
| 50 |
INTERCONTINENTAL EXCHANGE IN |
200,000 |
37,780 |
0.85% |
|
|
