The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACE LIMITED COM H0023R105 19,341 206,718 SH   SOLE   0 206,718 0
ALLSTATE CORP COM 020002101 41,850 827,892 SH   SOLE   0 827,892 0
AMAZON COM INC COM 023135106 38,379 122,757 SH   SOLE   0 122,757 0
AMERICAN EXPRESS CO COM 025816109 33,441 442,808 SH   SOLE   0 442,808 0
AMERICAN INTL GROUP INC NEW COM 026874784 45,942 944,720 SH   SOLE   0 944,720 0
AMERICAN TOWER CORP REIT COM 03027X100 15,535 209,564 SH   SOLE   0 209,564 0
AMERISOURCEBERGEN CORP COM 03073E105 15,694 256,858 SH   SOLE   0 256,858 0
ANADARKO PETE CORP COM 032511107 35,793 384,910 SH   SOLE   0 384,910 0
BANK OF AMERICA CORPORATION COM 060505104 33,140 2,401,478 SH   SOLE   0 2,401,478 0
BIOGEN IDEC INC COM 09062X103 18,922 78,594 SH   SOLE   0 78,594 0
BOEING CO COM 097023105 70,273 598,068 SH   SOLE   0 598,068 0
CANADIAN PACIFIC RAILWAY LTD COM 13645T100 37,099 300,888 SH   SOLE   0 300,888 0
CELGENE CORP COM 151020104 55,376 359,264 SH   SOLE   0 359,264 0
CHEVRON CORP NEW COM 166764100 31,319 257,768 SH   SOLE   0 257,768 0
CISCO SYS INC COM 17275R102 38,011 1,622,272 SH   SOLE   0 1,622,272 0
CITIGROUP INC NEW COM 172967424 63,447 1,307,910 SH   SOLE   0 1,307,910 0
CME GROUP INC COM 12572Q105 15,567 210,710 SH   SOLE   0 210,710 0
COMCAST CORP NEW CL A COM 20030N101 32,271 715,302 SH   SOLE   0 715,302 0
CVS/CAREMARK CORP COM 126650100 26,333 464,017 SH   SOLE   0 464,017 0
DISNEY WALT CO COM 254687106 41,401 641,982 SH   SOLE   0 641,982 0
EBAY INC COM 278642103 25,558 458,062 SH   SOLE   0 458,062 0
EMC CORPORATION COM 268648102 20,559 804,354 SH   SOLE   0 804,354 0
EXPRESS SCRIPTS HOLDING COMPAN COM 30219G108 25,670 415,367 SH   SOLE   0 415,367 0
FORD MTR CO DEL COM 345370860 362 21,450 SH   SOLE   0 21,450 0
GENERAL ELECTRIC CO COM 369604103 30,690 1,284,619 SH   SOLE   0 1,284,619 0
GENERAL MOTORS CO COM 37045V100 47,488 1,320,216 SH   SOLE   0 1,320,216 0
GILEAD SCIENCES INC COM 375558103 42,123 670,008 SH   SOLE   0 670,008 0
GOLDMAN SACHS GROUP INC COM 38141G104 40,772 257,709 SH   SOLE   0 257,709 0
GOOGLE INC CL A COM 38259P508 77,154 88,084 SH   SOLE   0 88,084 0
HALLIBURTON CO COM 406216101 26,521 550,796 SH   SOLE   0 550,796 0
HOME DEPOT INC COM 437076102 48,070 633,745 SH   SOLE   0 633,745 0
JOHNSON & JOHNSON COM 478160104 21,290 245,583 SH   SOLE   0 245,583 0
JPMORGAN CHASE & CO COM 46625H100 60,781 1,175,882 SH   SOLE   0 1,175,882 0
LAS VEGAS SANDS CORP COM 517834107 29,283 440,879 SH   SOLE   0 440,879 0
LIBERTY GLOBAL PLC CLASS A COM G5480U104 18,857 237,647 SH   SOLE   0 237,647 0
LINKEDIN CORPORATION COM 53578A108 8,616 35,016 SH   SOLE   0 35,016 0
LOCKHEED MARTIN CORP COM 539830109 510 4,000 SH   SOLE   0 4,000 0
LOWES COS INC COM 548661107 19,923 418,470 SH   SOLE   0 418,470 0
LYONDELLBASELL INDUSTRIES N V COM N53745100 485 6,625 SH   SOLE   0 6,625 0
MARSH & MCLENNAN COS INC COM 571748102 15,052 345,633 SH   SOLE   0 345,633 0
MASTERCARD INC COM 57636Q104 35,116 52,195 SH   SOLE   0 52,195 0
MGIC INVT CORP WIS COM 552848103 613 84,200 SH   SOLE   0 84,200 0
NEWS CORPORATION (2013) CLASS COM 65249B109 17,683 1,101,085 SH   SOLE   0 1,101,085 0
PFIZER INC COM 717081103 35,324 1,229,723 SH   SOLE   0 1,229,723 0
PRECISION CASTPARTS CORP COM 740189105 36,174 159,189 SH   SOLE   0 159,189 0
RADIAN GROUP INC COM 750236101 644 46,200 SH   SOLE   0 46,200 0
SALESFORCE.COM INC COM 79466L302 3,334 64,233 SH   SOLE   0 64,233 0
SCHLUMBERGER LTD COM 806857108 58,207 658,752 SH   SOLE   0 658,752 0
SCHWAB CHARLES CORP NEW COM 808513105 18,571 878,455 SH   SOLE   0 878,455 0
SPDR S&P 500 ETF TRUST COM 78462F103 8,843 52,631 SH   SOLE   0 52,631 0
TE CONNECTIVITY LTD COM H84989104 18,751 362,136 SH   SOLE   0 362,136 0
TEXAS INSTRS INC COM 882508104 20,147 500,052 SH   SOLE   0 500,052 0
TJX COS INC NEW COM 872540109 502 8,900 SH   SOLE   0 8,900 0
TWENTY-FIRST CENTURY FOX INC C COM 90130A101 48,359 1,443,125 SH   SOLE   0 1,443,125 0
UNION PAC CORP COM 907818108 34,904 224,694 SH   SOLE   0 224,694 0
UNITED TECHNOLOGIES CORP COM 913017109 52,056 482,809 SH   SOLE   0 482,809 0
VERIZON COMMUNICATIONS COM 92343V104 470 10,075 SH   SOLE   0 10,075 0
ISHARES CORE MSCI EMERGING MKT COM 46434G103 580 11,930 SH   SOLE   0 11,930 0
ISHARES TRUST MSCI EAFE INDEX COM 464287465 684 10,720 SH   SOLE   0 10,720 0
ABBOTT LABS COM 002824100 1,486 44,778 SH   SOLE   0 44,778 0
ABBVIE INC COM 00287Y109 2,041 45,623 SH   SOLE   0 45,623 0
ACE LIMITED COM H0023R105 21,311 227,783 SH   SOLE   0 227,783 0
ALLSTATE CORP COM 020002101 51,923 1,027,154 SH   SOLE   0 1,027,154 0
ALTRIA GROUP INC COM COM 02209S103 1,380 40,169 SH   SOLE   0 40,169 0
AMAZON COM INC COM 023135106 39,594 126,645 SH   SOLE   0 126,645 0
AMERICAN EXPRESS CO COM 025816109 45,588 603,658 SH   SOLE   0 603,658 0
AMERICAN INTL GROUP INC NEW COM 026874784 54,755 1,125,955 SH   SOLE   0 1,125,955 0
AMERICAN TOWER CORP REIT COM 03027X100 21,822 294,375 SH   SOLE   0 294,375 0
AMERISOURCEBERGEN CORP COM 03073E105 20,961 343,064 SH   SOLE   0 343,064 0
ANADARKO PETE CORP COM 032511107 40,380 434,245 SH   SOLE   0 434,245 0
APPLE INC COM 037833100 1,848 3,876 SH   SOLE   0 3,876 0
AT&T INC COM 00206R102 1,617 47,800 SH   SOLE   0 47,800 0
BANK OF AMERICA CORPORATION COM 060505104 37,884 2,745,245 SH   SOLE   0 2,745,245 0
BB&T CORP COM 054937107 1,293 38,320 SH   SOLE   0 38,320 0
BIOGEN IDEC INC COM 09062X103 24,775 102,902 SH   SOLE   0 102,902 0
BOEING CO COM 097023105 99,071 843,161 SH   SOLE   0 843,161 0
CANADIAN PACIFIC RAILWAY LTD COM 13645T100 47,662 386,551 SH   SOLE   0 386,551 0
CELGENE CORP COM 151020104 68,841 446,623 SH   SOLE   0 446,623 0
CHESAPEAKE ENERGY CORP COM 165167107 603 23,310 SH   SOLE   0 23,310 0
CHEVRON CORP NEW COM 166764100 38,384 315,919 SH   SOLE   0 315,919 0
CISCO SYS INC COM 17275R102 47,833 2,041,455 SH   SOLE   0 2,041,455 0
CITIGROUP INC NEW COM 172967424 82,611 1,702,970 SH   SOLE   0 1,702,970 0
CME GROUP INC COM 12572Q105 18,817 254,694 SH   SOLE   0 254,694 0
COMCAST CORP NEW CL A COM 20030N101 41,390 917,440 SH   SOLE   0 917,440 0
CONOCOPHILLIPS COM 20825C104 1,959 28,185 SH   SOLE   0 28,185 0
CVS/CAREMARK CORP COM 126650100 35,561 626,621 SH   SOLE   0 626,621 0
DISNEY WALT CO COM 254687106 55,798 865,219 SH   SOLE   0 865,219 0
DOLLAR GENERAL CORP COM 256677105 1,482 26,240 SH   SOLE   0 26,240 0
EATON CORP PLC COM G29183103 665 9,655 SH   SOLE   0 9,655 0
EBAY INC COM 278642103 32,666 585,472 SH   SOLE   0 585,472 0
EMC CORPORATION COM 268648102 28,207 1,103,553 SH   SOLE   0 1,103,553 0
EXPRESS SCRIPTS HOLDING COMPAN COM 30219G108 34,152 552,629 SH   SOLE   0 552,629 0
FORD MTR CO DEL COM 345370860 283 16,775 SH   SOLE   0 16,775 0
GENERAL ELECTRIC CO COM 369604103 41,821 1,750,579 SH   SOLE   0 1,750,579 0
GENERAL MLS INC COM 370334104 1,150 24,005 SH   SOLE   0 24,005 0
GENERAL MOTORS CO COM 37045V100 58,321 1,621,391 SH   SOLE   0 1,621,391 0
GILEAD SCIENCES INC COM 375558103 55,212 878,196 SH   SOLE   0 878,196 0
GOLDMAN SACHS GROUP INC COM 38141G104 50,877 321,582 SH   SOLE   0 321,582 0
GOOGLE INC CL A COM 38259P508 92,322 105,401 SH   SOLE   0 105,401 0
HALLIBURTON CO COM 406216101 50,129 1,041,103 SH   SOLE   0 1,041,103 0
HOME DEPOT INC COM 437076102 60,417 796,531 SH   SOLE   0 796,531 0
HONEYWELL INTL INC COM 438516106 955 11,500 SH   SOLE   0 11,500 0
IBM CORP COM 459200101 4,223 22,803 SH   SOLE   0 22,803 0
JOHNSON & JOHNSON COM 478160104 31,750 366,243 SH   SOLE   0 366,243 0
JPMORGAN CHASE & CO COM 46625H100 86,865 1,680,502 SH   SOLE   0 1,680,502 0
LAS VEGAS SANDS CORP COM 517834107 36,391 547,885 SH   SOLE   0 547,885 0
LENOVO GROUP LTD SPONSORED ADR COM 526250105 643 30,725 SH   SOLE   0 30,725 0
LIBERTY GLOBAL PLC CLASS A COM G5480U104 22,726 286,400 SH   SOLE   0 286,400 0
LOWES COS INC COM 548661107 23,840 500,744 SH   SOLE   0 500,744 0
MACY'S INC COM 55616P104 1,325 30,625 SH   SOLE   0 30,625 0
MARATHON OIL CORP COM 565849106 679 19,475 SH   SOLE   0 19,475 0
MARSH & MCLENNAN COS INC COM 571748102 22,919 526,259 SH   SOLE   0 526,259 0
MASTERCARD INC COM 57636Q104 42,976 63,878 SH   SOLE   0 63,878 0
MCDONALDS CORP COM 580135101 1,622 16,859 SH   SOLE   0 16,859 0
METLIFE INC COM 59156R108 1,304 27,770 SH   SOLE   0 27,770 0
MGIC INVT CORP WIS COM 552848103 122 16,700 SH   SOLE   0 16,700 0
MICROSOFT CORP COM 594918104 1,868 56,140 SH   SOLE   0 56,140 0
NEWS CORPORATION (2013) CLASS COM 65249B109 21,345 1,329,073 SH   SOLE   0 1,329,073 0
PFIZER INC COM 717081103 50,728 1,765,974 SH   SOLE   0 1,765,974 0
PHILIP MORRIS INTERNATIONAL IN COM 718172109 3,357 38,767 SH   SOLE   0 38,767 0
PNC BANK CORP COM 693475105 1,216 16,785 SH   SOLE   0 16,785 0
PRECISION CASTPARTS CORP COM 740189105 40,908 180,021 SH   SOLE   0 180,021 0
REGENCEY ENERGY PARTNERS LP COM 75885Y107 224 7,827 SH   SOLE   0 7,827 0
ROCKWELL COLLINS INC COM 774341101 611 9,010 SH   SOLE   0 9,010 0
SCHLUMBERGER LTD COM 806857108 66,690 754,748 SH   SOLE   0 754,748 0
SCHWAB CHARLES CORP NEW COM 808513105 24,802 1,173,213 SH   SOLE   0 1,173,213 0
SPDR S&P 500 ETF TRUST COM 78462F103 343 2,040 SH   SOLE   0 2,040 0
TE CONNECTIVITY LTD COM H84989104 20,802 401,729 SH   SOLE   0 401,729 0
TEXAS INSTRS INC COM 882508104 20,833 517,066 SH   SOLE   0 517,066 0
TIME WARNER INC NEW COM 887317303 1,792 27,224 SH   SOLE   0 27,224 0
TWENTY-FIRST CENTURY FOX INC C COM 90130A101 62,886 1,876,621 SH   SOLE   0 1,876,621 0
UNION PAC CORP COM 907818108 43,363 279,146 SH   SOLE   0 279,146 0
UNITED TECHNOLOGIES CORP COM 913017109 68,169 632,250 SH   SOLE   0 632,250 0
WAL MART STORES INC COM 931142103 840 11,355 SH   SOLE   0 11,355 0
WELLS FARGO & CO NEW COM 949746101 1,791 43,350 SH   SOLE   0 43,350 0
ISHARES TRUST MSCI EAFE INDEX COM 464287465 322 5,040 SH   SOLE   0 5,040 0