| 1 |
STERICYCLE INC |
400,000 |
56,172 |
1.23% |
|
|
| 2 |
QUALCOMM INC |
1,000,000 |
69,340 |
1.52% |
|
|
| 3 |
TECH DATA CORP |
1,275,100 |
73,663 |
1.62% |
|
|
| 4 |
GENERAL ELECTRIC CO |
3,000,000 |
74,430 |
1.63% |
|
|
| 5 |
KIRBY CORP |
1,000,000 |
75,050 |
1.65% |
|
|
| 6 |
MASTERCARD INCORPORATED |
1,000,000 |
86,390 |
1.90% |
|
|
| 7 |
TEXAS INSTRS INC |
1,600,000 |
91,496 |
2.01% |
|
|
| 8 |
ADOBE INC |
1,500,000 |
110,910 |
2.44% |
|
|
| 9 |
ILLINOIS TOOL WKS INC |
1,500,000 |
145,710 |
3.20% |
|
|
| 10 |
APPLIED MATLS INC |
7,000,000 |
157,920 |
3.47% |
|
|
| 11 |
ORACLE CORP |
3,800,000 |
163,970 |
3.60% |
|
|
| 12 |
UNITED TECHNOLOGIES CORP |
1,500,000 |
175,800 |
3.86% |
|
|
| 13 |
VISA INC |
2,800,000 |
183,148 |
4.02% |
|
|
| 14 |
EXPEDITORS INTL WASH INC |
4,200,000 |
202,356 |
4.44% |
|
|
| 15 |
GOOGLE INC |
390,000 |
213,720 |
4.69% |
|
|
| 16 |
FASTENAL CO |
5,200,000 |
215,462 |
4.73% |
|
|
| 17 |
ISHARES NASDAQ BIOTECHNOLOGY ETF |
390,000 |
216,333 |
4.75% |
|
|
| 18 |
XILINX INC |
5,500,000 |
232,650 |
5.11% |
|
|
| 19 |
DANAHER CORP DEL |
3,000,000 |
254,700 |
5.59% |
|
|
| 20 |
COGNIZANT TECHNOLOGY SOLUTIO |
4,600,000 |
286,994 |
6.30% |
|
|
| 21 |
MICROSOFT CORP |
8,700,000 |
353,699 |
7.77% |
|
|
| 22 |
INTEL CORP |
13,300,000 |
415,891 |
9.14% |
|
|
| 23 |
APPLE INC |
5,600,000 |
696,808 |
15.31% |
|
|
