| 1 |
STERICYCLE INC |
400,000 |
47,368 |
0.91% |
|
|
| 2 |
TECH DATA CORP |
1,300,000 |
81,279 |
1.57% |
|
|
| 3 |
TEXAS INSTRS INC |
1,850,000 |
88,411 |
1.70% |
|
|
| 4 |
CISCO SYS INC |
4,150,000 |
103,131 |
1.99% |
|
|
| 5 |
ADOBE INC |
1,500,000 |
108,542 |
2.09% |
|
|
| 6 |
TAIWAN SEMICONDUCTOR MFG LTD |
5,835,125 |
124,814 |
2.41% |
|
|
| 7 |
VISA INC |
700,000 |
147,497 |
2.84% |
|
|
| 8 |
ORACLE CORP |
3,800,000 |
154,014 |
2.97% |
|
|
| 9 |
ILLINOIS TOOL WKS INC |
1,800,000 |
157,610 |
3.04% |
|
|
| 10 |
UNITED TECHNOLOGIES CORP |
1,500,000 |
173,176 |
3.34% |
|
|
| 11 |
AMERICAN TOWER CORP NEW |
2,000,000 |
179,960 |
3.47% |
|
|
| 12 |
APPLIED MATLS INC |
8,000,000 |
180,401 |
3.48% |
|
|
| 13 |
EXPEDITORS INTL WASH INC |
4,200,000 |
185,472 |
3.58% |
|
|
| 14 |
INTERNATIONAL BUSINESS MACHS |
1,200,000 |
217,524 |
4.19% |
|
|
| 15 |
GOOGLE INC |
390,000 |
224,359 |
4.33% |
|
|
| 16 |
COGNIZANT TECHNOLOGY SOLUTIO |
4,600,000 |
224,987 |
4.34% |
|
|
| 17 |
ISHARES NASDAQ BIOTECHNOLOGY ETF |
390,000 |
228,021 |
4.40% |
|
|
| 18 |
DANAHER CORP DEL |
3,000,000 |
236,192 |
4.55% |
|
|
| 19 |
QUALCOMM INC |
3,000,000 |
237,600 |
4.58% |
|
|
| 20 |
GENERAL ELECTRIC CO |
9,500,000 |
249,661 |
4.81% |
|
|
| 21 |
FASTENAL CO |
5,200,000 |
257,349 |
4.96% |
|
|
| 22 |
XILINX INC |
6,000,000 |
283,863 |
5.47% |
|
|
| 23 |
MICROSOFT CORP |
8,700,000 |
362,791 |
7.00% |
|
|
| 24 |
INTEL CORP |
13,300,000 |
410,971 |
7.93% |
|
|
| 25 |
APPLE INC |
5,600,000 |
520,409 |
10.04% |
|
|
