| 1 |
APPLE INC |
2,230,000 |
224,674 |
5.12% |
|
|
| 2 |
EXPRESS SCRIPTS HLDG CO |
2,500,000 |
176,575 |
4.02% |
|
|
| 3 |
LKQ CORP |
4,300,000 |
114,337 |
2.61% |
|
|
| 4 |
CELGENE CORP |
1,200,000 |
113,736 |
2.59% |
|
|
| 5 |
MICROSOFT CORP |
2,300,000 |
106,628 |
2.43% |
|
|
| 6 |
INTEL CORP |
2,500,000 |
87,050 |
1.98% |
|
|
| 7 |
XILINX INC |
1,850,000 |
78,348 |
1.79% |
|
|
| 8 |
ORACLE CORP |
2,000,000 |
76,560 |
1.75% |
|
|
| 9 |
ISHARES NASDAQ BIOTECHNOLOGY ETF |
130,000 |
76,492 |
1.74% |
|
|
| 10 |
O REILLY AUTOMOTIVE INC NEW |
500,000 |
75,179 |
1.71% |
|
|
| 11 |
GOOGLE INC |
130,000 |
75,056 |
1.71% |
|
|
| 12 |
QUALCOMM INC |
1,000,000 |
74,770 |
1.70% |
|
|
| 13 |
GILEAD SCIENCES INC |
700,000 |
74,515 |
1.70% |
|
|
| 14 |
COGNIZANT TECHNOLOGY SOLUTIO |
1,600,000 |
71,632 |
1.63% |
|
|
| 15 |
AFFILIATED MANAGERS GROUP |
350,000 |
70,125 |
1.60% |
|
|
| 16 |
HENRY SCHEIN INC |
600,000 |
69,883 |
1.59% |
|
|
| 17 |
FIRST REP BK SAN FRANCISCO C |
1,350,000 |
66,663 |
1.52% |
|
|
| 18 |
VISA INC |
300,000 |
64,011 |
1.46% |
|
|
| 19 |
JOHNSON & JOHNSON |
600,000 |
63,954 |
1.46% |
|
|
| 20 |
FASTENAL CO |
1,400,000 |
62,860 |
1.43% |
|
|
| 21 |
STERICYCLE INC |
530,000 |
61,776 |
1.41% |
|
|
| 22 |
SCHLUMBERGER LTD |
600,000 |
61,013 |
1.39% |
|
|
| 23 |
DirectTV Com |
700,000 |
60,564 |
1.38% |
|
|
| 24 |
DORMAN PRODUCTS INC |
1,500,000 |
60,094 |
1.37% |
|
|
| 25 |
CME GROUP INC |
750,000 |
59,968 |
1.37% |
|
|
| 26 |
STRYKER CORP |
700,000 |
56,525 |
1.29% |
|
|
| 27 |
WAL-MART STORES INC |
700,000 |
53,529 |
1.22% |
|
|
| 28 |
NIKE INC |
600,000 |
53,520 |
1.22% |
|
|
| 29 |
DANAHER CORP DEL |
700,000 |
53,186 |
1.21% |
|
|
| 30 |
AMERICAN TOWER CORP NEW |
550,000 |
51,498 |
1.17% |
|
|
| 31 |
ADOBE INC |
700,000 |
48,433 |
1.10% |
|
|
| 32 |
Syntel Inc Com |
531,704 |
46,760 |
1.07% |
|
|
| 33 |
WELLS FARGO & CO NEW |
900,000 |
46,685 |
1.06% |
|
|
| 34 |
C H ROBINSON WORLDWIDE INC |
700,000 |
46,422 |
1.06% |
|
|
| 35 |
INTUITIVE SURGICAL INC |
100,000 |
46,184 |
1.05% |
|
|
| 36 |
FACTSET RESH SYS INC |
375,000 |
45,574 |
1.04% |
|
|
| 37 |
ROSS STORES INC |
600,000 |
45,349 |
1.03% |
|
|
| 38 |
APPLIED MATLS INC |
2,004,700 |
43,322 |
0.99% |
|
|
| 39 |
COMCAST CORP NEW |
800,000 |
43,024 |
0.98% |
|
|
| 40 |
TJX COS INC NEW |
700,000 |
41,419 |
0.94% |
|
|
| 41 |
WADDELL & REED FINL INC |
800,000 |
41,353 |
0.94% |
|
|
| 42 |
SEMTECH CORP COM |
1,500,000 |
40,730 |
0.93% |
|
|
| 43 |
EXPEDITORS INTL WASH INC |
1,000,000 |
40,580 |
0.92% |
|
|
| 44 |
VERIZON COMMUNICATIONS INC |
800,000 |
39,992 |
0.91% |
|
|
| 45 |
MEDIVATION INC |
400,000 |
39,549 |
0.90% |
|
|
| 46 |
PRICE T ROWE GROUP INC |
500,000 |
39,200 |
0.89% |
|
|
| 47 |
INTERCONTINENTAL EXCHANGE IN |
200,000 |
39,010 |
0.89% |
|
|
| 48 |
INTERNATIONAL BUSINESS MACHS |
200,000 |
37,967 |
0.87% |
|
|
| 49 |
SOLERA HOLDINGS INC |
670,872 |
37,812 |
0.86% |
|
|
| 50 |
THERMO FISHER SCIENTIFIC INC |
300,000 |
36,510 |
0.83% |
|
|
