CARDINAL HEALTH INCCOM14149Y10858266714487SHSOLE 71448700CHEMTURA CORPCOM NEW1638932092517500SHSOLE 750000COMCAST CORP NEWCL A20030n101873052322556SHSOLE 232255600CORE LABORATORIES N VCOMN2271710728345245372SHSOLE 24537200ECOLAB INCCOM278865100112019893718SHSOLE 89371800EXPEDITORS INTL WASH INCCOM3021301091059761876013SHSOLE 187601300FASTENAL COCOM3119001041116632168219SHSOLE 216821900NIKE INCCL B654106103715561283968SHSOLE 128396800PAYCHEX INCCOM7043261071269282154973SHSOLE 215497300PROGRESSIVE CORP OHIOCOM7433151031423803633986SHSOLE 363398600PROSHARES TRPSHS ULTSH 20YRS74347b20173018650SHSOLE 1865000PROSHARES TRSHRT 20+YR TRE74347X84924610500SHSOLE 1050000ROPER TECHNOLOGIES INCCOM7766961061239960045SHSOLE 6004500RYDEX ETF TRUSTGUG S&P500 EQ WT78355w1063503850SHSOLE 385000STERICYCLE INCCOM85891210864223774800SHSOLE 77480000UNION PAC CORPCOM90781810868124643160SHSOLE 64316000US BANCORP DELCOM NEW9029733044979649SHSOLE 964900VALSPAR CORPCOM9203551042772500SHSOLE 250000VCA INCCOM9181941015496000SHSOLE 600000WATERS CORPCOM94184810324966159722SHSOLE 15972200WELLS FARGO & CO NEW*W EXP 10/28/201949746119133160000SHSOLE 6000000WELLS FARGO & CO NEWCOM9497461011122912017437SHSOLE 201743700WHITEWAVE FOODS COCOM9662441052815000SHSOLE 500000