| 1 |
APPLE INC |
2,230,000 |
246,148 |
5.12% |
|
|
| 2 |
EXPRESS SCRIPTS HLDG CO |
2,500,000 |
211,673 |
4.40% |
|
|
| 3 |
CELGENE CORP |
1,200,000 |
134,232 |
2.79% |
|
|
| 4 |
LKQ CORP |
4,300,000 |
120,914 |
2.52% |
|
|
| 5 |
MICROSOFT CORP |
2,300,000 |
106,835 |
2.22% |
|
|
| 6 |
O REILLY AUTOMOTIVE INC NEW |
500,000 |
96,308 |
2.00% |
|
|
| 7 |
INTEL CORP |
2,500,000 |
90,726 |
1.89% |
|
|
| 8 |
ORACLE CORP |
2,000,000 |
89,940 |
1.87% |
|
|
| 9 |
COGNIZANT TECHNOLOGY SOLUTIO |
1,600,000 |
84,256 |
1.75% |
|
|
| 10 |
HENRY SCHEIN INC |
600,000 |
81,692 |
1.70% |
|
|
| 11 |
XILINX INC |
1,850,000 |
80,087 |
1.67% |
|
|
| 12 |
VISA INC |
300,000 |
78,660 |
1.64% |
|
|
| 13 |
QUALCOMM INC |
1,000,000 |
74,331 |
1.55% |
|
|
| 14 |
AFFILIATED MANAGERS GROUP |
350,000 |
74,284 |
1.55% |
|
|
| 15 |
FIRST REP BK SAN FRANCISCO C |
1,375,000 |
71,665 |
1.49% |
|
|
| 16 |
STERICYCLE INC |
530,000 |
69,471 |
1.45% |
|
|
| 17 |
ISHARES NASDAQ BIOTECHNOLOGY ETF |
130,000 |
68,986 |
1.44% |
|
|
| 18 |
GOOGLE INC |
130,000 |
68,432 |
1.42% |
|
|
| 19 |
FASTENAL CO |
1,400,000 |
66,583 |
1.39% |
|
|
| 20 |
CME GROUP INC |
750,000 |
66,488 |
1.38% |
|
|
| 21 |
STRYKER CORP |
700,000 |
66,031 |
1.37% |
|
|
| 22 |
GILEAD SCIENCES INC |
700,000 |
65,982 |
1.37% |
|
|
| 23 |
JOHNSON & JOHNSON |
600,000 |
62,743 |
1.31% |
|
|
| 24 |
DirectTV Com |
700,000 |
60,690 |
1.26% |
|
|
| 25 |
KIRBY CORP |
750,000 |
60,556 |
1.26% |
|
|
| 26 |
WAL-MART STORES INC |
700,000 |
60,116 |
1.25% |
|
|
| 27 |
DANAHER CORP DEL |
700,000 |
59,998 |
1.25% |
|
|
| 28 |
NIKE INC |
600,000 |
57,690 |
1.20% |
|
|
| 29 |
ROSS STORES INC |
600,000 |
56,557 |
1.18% |
|
|
| 30 |
AMERICAN TOWER CORP NEW |
550,000 |
54,370 |
1.13% |
|
|
| 31 |
INTUITIVE SURGICAL INC |
100,000 |
52,896 |
1.10% |
|
|
| 32 |
C H ROBINSON WORLDWIDE INC |
700,000 |
52,423 |
1.09% |
|
|
| 33 |
SCHLUMBERGER LTD |
600,000 |
51,247 |
1.07% |
|
|
| 34 |
ADOBE INC |
700,000 |
50,890 |
1.06% |
|
|
| 35 |
APPLIED MATLS INC |
2,004,700 |
49,957 |
1.04% |
|
|
| 36 |
WELLS FARGO & CO NEW |
900,000 |
49,339 |
1.03% |
|
|
| 37 |
FACTSET RESH SYS INC |
350,000 |
49,264 |
1.02% |
|
|
| 38 |
TJX COS INC NEW |
700,000 |
48,006 |
1.00% |
|
|
| 39 |
Syntel Inc Com |
1,063,408 |
47,832 |
1.00% |
|
|
| 40 |
DISNEY WALT CO |
500,000 |
47,095 |
0.98% |
|
|
| 41 |
VERIZON COMMUNICATIONS INC |
1,000,000 |
46,780 |
0.97% |
|
|
| 42 |
COMCAST CORP NEW |
800,000 |
46,409 |
0.97% |
|
|
| 43 |
EXPEDITORS INTL WASH INC |
1,000,000 |
44,610 |
0.93% |
|
|
| 44 |
INTERCONTINENTAL EXCHANGE IN |
200,000 |
43,858 |
0.91% |
|
|
| 45 |
PRICE T ROWE GROUP INC |
500,000 |
42,930 |
0.89% |
|
|
| 46 |
A O SMITH |
750,000 |
42,307 |
0.88% |
|
|
| 47 |
EXACT SCIENCES CORP |
1,500,000 |
41,159 |
0.86% |
|
|
| 48 |
WADDELL & REED FINL INC |
800,000 |
39,858 |
0.83% |
|
|
| 49 |
MEDIVATION INC |
400,000 |
39,845 |
0.83% |
|
|
| 50 |
TWENTY FIRST CENTY FOX INC |
1,000,000 |
38,405 |
0.80% |
|
|
