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MICROSOFT CORP COM COM 594918104 406 7938 SH SOLE 7938 0 0 MONACO COACH CORP COM COM 60886r103 0 85000 SH SOLE 85000 0 0 NANOFORCE INC COM COM 63008e109 0 85000 SH SOLE 85000 0 0 NASDAQ INC COM COM 631103108 5190 80259 SH SOLE 80259 0 0 NATIONAL RETAIL PPTYS INC COM COM 637417106 17779 343756 SH SOLE 343756 0 0 NORTHROP GRUMMAN CORP COM COM 666807102 5339 24020 SH SOLE 24020 0 0 NUTRIPURE BEVERAGES INC COM NE COM 67074A206 0 100000 SH SOLE 100000 0 0 O REILLY AUTOMOTIVE INC NEW CO COM 67103H107 2028 7481 SH SOLE 7481 0 0 OLD REP INTL CORP COM COM 680223104 17978 931998 SH SOLE 931998 0 0 ORBITAL ATK INC COM COM 68557N103 3357 39433 SH SOLE 39433 0 0 OWENS CORNING NEW COM COM 690742101 3453 67031 SH SOLE 67031 0 0 PAYCHEX INC COM COM 704326107 15076 253382 SH SOLE 253382 0 0 PEOPLES UNITED FINANCIAL INC C COM 712704105 14750 1006131 SH SOLE 1006131 0 0 PFIZER INC COM COM 717081103 16170 459231 SH SOLE 459231 0 0 PHILIP MORRIS INTL INC COM COM 718172109 17444 171488 SH SOLE 171488 0 0 PINNACLE WEST CAP CORP COM COM 723484101 13720 169255 SH SOLE 169255 0 0 PPL CORP COM COM 69351T106 17968 475960 SH SOLE 475960 0 0 PRO MINERALS INC COM COM 74272b101 0 114500 SH SOLE 114500 0 0 PROCTER & GAMBLE CO COM COM 742718109 393 4647 SH SOLE 4647 0 0 PUBLIC SVC ENTERPRISE GROUP CO COM 744573106 299 6423 SH SOLE 6423 0 0 RAYTHEON CO COM NEW COM 755111507 4568 33604 SH SOLE 33604 0 0 REGAL ENTMT GROUP CL A COM 758766109 17663 801411 SH SOLE 801411 0 0 REPUBLIC SVCS INC COM COM 760759100 19736 384638 SH SOLE 384638 0 0 REYNOLDS AMERICAN INC COM COM 761713106 28132 521647 SH SOLE 521647 0 0 ROSS STORES INC COM COM 778296103 1102 19439 SH SOLE 19439 0 0 RYDER SYS INC COM COM 783549108 2907 47540 SH SOLE 47540 0 0 SELECT SECTOR SPDR TR SBI CONS COM 81369Y407 36831 471835 SH SOLE 471835 0 0 SELECT SECTOR SPDR TR SBI CONS COM 81369Y308 71373 1294166 SH SOLE 1294166 0 0 SELECT SECTOR SPDR TR SBI HEAL COM 81369Y209 58699 818613 SH SOLE 818613 0 0 SELECT SECTOR SPDR TR TECHNOLO COM 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0 0 VISA INC COM CL A COM 92826C839 2918 39345 SH SOLE 39345 0 0 VIYYA TECHNOLOGIES INC COM COM 92855W102 0 30000 SH SOLE 30000 0 0 WASTE MGMT INC DEL COM COM 94106L109 15072 227432 SH SOLE 227432 0 0 WEC ENERGY GROUP INC COM COM 92939U106 13817 211595 SH SOLE 211595 0 0 XCEL ENERGY INC COM COM 98389B100 2785 62191 SH SOLE 62191 0 0