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
ABBOTT LABS COM 002824100 54,329 646,000 SH   SOLE   646,000 0 0
ABBVIE INC COM 00287Y109 12,871 177,000 SH   SOLE   177,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 16,260 88,000 SH   SOLE   88,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 15,812 335,000 SH   SOLE   335,000 0 0
ADVANCED DISP SVCS INC DEL COM 00790X101 2,904 91,000 SH   SOLE   91,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 17,007 560,000 SH   SOLE   560,000 0 0
AFLAC INC COM 001055102 4,549 83,000 SH   SOLE   83,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 4,728 59,000 SH   SOLE   59,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 3,275 25,000 SH   SOLE   25,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 1,669 36,000 SH   SOLE   36,000 0 0
ALPHABET INC CAP STK CL C 02079K107 69,178 64,000 SH   SOLE   64,000 0 0
ALPHABET INC CAP STK CL A 02079K305 32,484 30,000 SH   SOLE   30,000 0 0
ALTRIA GROUP INC COM 02209S103 13,163 278,000 SH   SOLE   278,000 0 0
AMAZON COM INC COM 023135106 94,682 50,000 SH   SOLE   50,000 0 0
AMEREN CORP COM 023608102 1,652 22,000 SH   SOLE   22,000 0 0
AMGEN INC COM 031162100 14,558 79,000 SH   SOLE   79,000 0 0
ANADARKO PETE CORP COM 032511107 5,645 80,000 SH   SOLE   80,000 0 0
ANSYS INC COM 03662Q105 1,229 6,000 SH   SOLE   6,000 0 0
APPLE INC COM 037833100 71,449 361,000 SH   SOLE   361,000 0 0
APPLIED MATLS INC COM 038222105 7,949 177,000 SH   SOLE   177,000 0 0
ARCH CAP GROUP LTD ORD G0450A105 2,336 63,000 SH   SOLE   63,000 0 0
ARCONIC INC COM 03965L100 3,925 152,000 SH   SOLE   152,000 0 0
ARRAY BIOPHARMA INC COM 04269X105 2,317 50,000 SH   SOLE   50,000 0 0
ASSURANT INC COM 04621X108 2,128 20,000 SH   SOLE   20,000 0 0
AT&T INC COM 00206R102 17,861 533,000 SH   SOLE   533,000 0 0
ATHENE HLDG LTD CL A G0684D107 4,392 102,000 SH   SOLE   102,000 0 0
AUTODESK INC COM 052769106 3,258 20,000 SH   SOLE   20,000 0 0
AVERY DENNISON CORP COM 053611109 4,049 35,000 SH   SOLE   35,000 0 0
AVNET INC COM 053807103 1,358 30,000 SH   SOLE   30,000 0 0
AXA EQUITABLE HLDGS INC COM 054561105 2,090 100,000 SH   SOLE   100,000 0 0
BANK AMER CORP COM 060505104 32,335 1,115,000 SH   SOLE   1,115,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 9,978 226,000 SH   SOLE   226,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 42,634 200,000 SH   SOLE   200,000 0 0
BIOGEN INC COM 09062X103 16,839 72,000 SH   SOLE   72,000 0 0
BOEING CO COM 097023105 58,606 161,000 SH   SOLE   161,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 9,499 221,000 SH   SOLE   221,000 0 0
CAESARS ENTMT CORP COM 127686103 7,352 622,000 SH   SOLE   622,000 0 0
CAMPBELL SOUP CO COM 134429109 1,563 39,000 SH   SOLE   39,000 0 0
CASEYS GEN STORES INC COM 147528103 1,092 7,000 SH   SOLE   7,000 0 0
CBRE GROUP INC CL A 12504L109 1,590 31,000 SH   SOLE   31,000 0 0
CDK GLOBAL INC COM 12508E101 2,126 43,000 SH   SOLE   43,000 0 0
CELANESE CORP DEL COM 150870103 2,372 22,000 SH   SOLE   22,000 0 0
CHEGG INC COM 163092109 1,042 27,000 SH   SOLE   27,000 0 0
CIGNA CORP NEW COM 125523100 2,363 15,000 SH   SOLE   15,000 0 0
CIRRUS LOGIC INC COM 172755100 830 19,000 SH   SOLE   19,000 0 0
CITIGROUP INC COM NEW 172967424 40,827 583,000 SH   SOLE   583,000 0 0
CITIZENS FINL GROUP INC COM 174610105 6,153 174,000 SH   SOLE   174,000 0 0
CMS ENERGY CORP COM 125896100 5,444 94,000 SH   SOLE   94,000 0 0
COLGATE PALMOLIVE CO COM 194162103 7,884 110,000 SH   SOLE   110,000 0 0
CONDUENT INC COM 206787103 901 94,000 SH   SOLE   94,000 0 0
CONOCOPHILLIPS COM 20825C104 2,257 37,000 SH   SOLE   37,000 0 0
COPART INC COM 217204106 1,495 20,000 SH   SOLE   20,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 10,428 80,000 SH   SOLE   80,000 0 0
CUMMINS INC COM 231021106 3,598 21,000 SH   SOLE   21,000 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 751 42,000 SH   SOLE   42,000 0 0
CVS HEALTH CORP COM 126650100 4,850 89,000 SH   SOLE   89,000 0 0
DECKERS OUTDOOR CORP COM 243537107 2,991 17,000 SH   SOLE   17,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,916 69,000 SH   SOLE   69,000 0 0
DEXCOM INC COM 252131107 1,199 8,000 SH   SOLE   8,000 0 0
DISCOVER FINL SVCS COM 254709108 1,707 22,000 SH   SOLE   22,000 0 0
DXC TECHNOLOGY CO COM 23355L106 4,412 80,000 SH   SOLE   80,000 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 2,498 56,000 SH   SOLE   56,000 0 0
EAST WEST BANCORP INC COM 27579R104 2,572 55,000 SH   SOLE   55,000 0 0
EBAY INC COM 278642103 20,422 517,000 SH   SOLE   517,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 924 5,000 SH   SOLE   5,000 0 0
LILLY ELI & CO COM 532457108 6,869 62,000 SH   SOLE   62,000 0 0
EOG RES INC COM 26875P101 2,981 32,000 SH   SOLE   32,000 0 0
EVEREST RE GROUP LTD COM G3223R108 3,461 14,000 SH   SOLE   14,000 0 0
FACEBOOK INC CL A 30303M102 78,165 405,000 SH   SOLE   405,000 0 0
FAIR ISAAC CORP COM 303250104 1,884 6,000 SH   SOLE   6,000 0 0
FIREEYE INC COM 31816Q101 1,348 91,000 SH   SOLE   91,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 9,268 33,000 SH   SOLE   33,000 0 0
FOOT LOCKER INC COM 344849104 3,773 90,000 SH   SOLE   90,000 0 0
FORTINET INC COM 34959E109 2,689 35,000 SH   SOLE   35,000 0 0
GENERAL MLS INC COM 370334104 3,676 70,000 SH   SOLE   70,000 0 0
GENWORTH FINL INC COM CL A 37247D106 501 135,000 SH   SOLE   135,000 0 0
GODADDY INC CL A 380237107 3,016 43,000 SH   SOLE   43,000 0 0
GRACO INC COM 384109104 1,004 20,000 SH   SOLE   20,000 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 2,905 182,000 SH   SOLE   182,000 0 0
HOLOGIC INC COM 436440101 1,297 27,000 SH   SOLE   27,000 0 0
HOME DEPOT INC COM 437076102 24,540 118,000 SH   SOLE   118,000 0 0
HP INC COM 40434L105 8,358 402,000 SH   SOLE   402,000 0 0
IAC INTERACTIVECORP COM 44919P508 11,747 54,000 SH   SOLE   54,000 0 0
IDEXX LABS INC COM 45168D104 275 1,000 SH   SOLE   1,000 0 0
INCYTE CORP COM 45337C102 1,614 19,000 SH   SOLE   19,000 0 0
INTEL CORP COM 458140100 34,179 714,000 SH   SOLE   714,000 0 0
INTELSAT S A COM L5140P101 2,081 107,000 SH   SOLE   107,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 16,272 118,000 SH   SOLE   118,000 0 0
INTUIT COM 461202103 12,021 46,000 SH   SOLE   46,000 0 0
IQVIA HLDGS INC COM 46266C105 7,562 47,000 SH   SOLE   47,000 0 0
J & J SNACK FOODS CORP COM 466032109 483 3,000 SH   SOLE   3,000 0 0
JABIL INC COM 466313103 1,074 34,000 SH   SOLE   34,000 0 0
JOHNSON & JOHNSON COM 478160104 48,052 345,000 SH   SOLE   345,000 0 0
JUNIPER NETWORKS INC COM 48203R104 3,462 130,000 SH   SOLE   130,000 0 0
KINDER MORGAN INC DEL COM 49456B101 2,735 131,000 SH   SOLE   131,000 0 0
LAM RESEARCH CORP COM 512807108 10,331 55,000 SH   SOLE   55,000 0 0
LAZARD LTD SHS A G54050102 1,272 37,000 SH   SOLE   37,000 0 0
JEFFERIES FINL GROUP INC COM 47233W109 923 48,000 SH   SOLE   48,000 0 0
LINCOLN NATL CORP IND COM 534187109 1,160 18,000 SH   SOLE   18,000 0 0
LINDE PLC SHS G5494J103 14,257 71,000 SH   SOLE   71,000 0 0
LKQ CORP COM 501889208 4,524 170,000 SH   SOLE   170,000 0 0
LOCKHEED MARTIN CORP COM 539830109 43,625 120,000 SH   SOLE   120,000 0 0
LOWES COS INC COM 548661107 16,247 161,000 SH   SOLE   161,000 0 0
MARATHON OIL CORP COM 565849106 3,979 280,000 SH   SOLE   280,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 10,474 105,000 SH   SOLE   105,000 0 0
MASIMO CORP COM 574795100 1,935 13,000 SH   SOLE   13,000 0 0
MCKESSON CORP COM 58155Q103 8,601 64,000 SH   SOLE   64,000 0 0
MERCK & CO INC COM 58933Y105 37,733 450,000 SH   SOLE   450,000 0 0
METLIFE INC COM 59156R108 4,172 84,000 SH   SOLE   84,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 3,919 113,000 SH   SOLE   113,000 0 0
MICROSOFT CORP COM 594918104 21,032 157,000 SH   SOLE   157,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 3,920 70,000 SH   SOLE   70,000 0 0
MOODYS CORP COM 615369105 1,562 8,000 SH   SOLE   8,000 0 0
MORGAN STANLEY COM NEW 617446448 10,777 246,000 SH   SOLE   246,000 0 0
MSCI INC COM 55354G100 3,104 13,000 SH   SOLE   13,000 0 0
MYLAN N V SHS EURO N59465109 1,028 54,000 SH   SOLE   54,000 0 0
NORDSTROM INC COM 655664100 2,549 80,000 SH   SOLE   80,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 4,183 78,000 SH   SOLE   78,000 0 0
NRG ENERGY INC COM NEW 629377508 3,863 110,000 SH   SOLE   110,000 0 0
NVENT ELECTRIC PLC SHS G6700G107 1,958 79,000 SH   SOLE   79,000 0 0
OASIS PETE INC NEW COM 674215108 1,216 214,000 SH   SOLE   214,000 0 0
ORACLE CORP COM 68389X105 41,702 732,000 SH   SOLE   732,000 0 0
PACCAR INC COM 693718108 4,156 58,000 SH   SOLE   58,000 0 0
PACKAGING CORP AMER COM 695156109 4,194 44,000 SH   SOLE   44,000 0 0
PEPSICO INC COM 713448108 6,557 50,000 SH   SOLE   50,000 0 0
PHILLIPS 66 COM 718546104 2,806 30,000 SH   SOLE   30,000 0 0
PINNACLE WEST CAP CORP COM 723484101 2,258 24,000 SH   SOLE   24,000 0 0
PIONEER NAT RES CO COM 723787107 6,770 44,000 SH   SOLE   44,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,785 13,000 SH   SOLE   13,000 0 0
PROCTER AND GAMBLE CO COM 742718109 38,487 351,000 SH   SOLE   351,000 0 0
PROOFPOINT INC COM 743424103 1,443 12,000 SH   SOLE   12,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 5,529 94,000 SH   SOLE   94,000 0 0
QIAGEN NV SHS NEW N72482123 2,433 60,000 SH   SOLE   60,000 0 0
QORVO INC COM 74736K101 2,731 41,000 SH   SOLE   41,000 0 0
RH COM 74967X103 1,387 12,000 SH   SOLE   12,000 0 0
ROBERT HALF INTL INC COM 770323103 3,364 59,000 SH   SOLE   59,000 0 0
S&P GLOBAL INC COM 78409V104 7,973 35,000 SH   SOLE   35,000 0 0
SAREPTA THERAPEUTICS INC COM 803607100 5,166 34,000 SH   SOLE   34,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 11,242 50,000 SH   SOLE   50,000 0 0
SERVICENOW INC COM 81762P102 3,844 14,000 SH   SOLE   14,000 0 0
SHERWIN WILLIAMS CO COM 824348106 2,291 5,000 SH   SOLE   5,000 0 0
SHUTTERFLY INC COM 82568P304 910 18,000 SH   SOLE   18,000 0 0
SKECHERS U S A INC CL A 830566105 3,023 96,000 SH   SOLE   96,000 0 0
SLM CORP COM 78442P106 1,098 113,000 SH   SOLE   113,000 0 0
STARBUCKS CORP COM 855244109 21,293 254,000 SH   SOLE   254,000 0 0
SUNTRUST BKS INC COM 867914103 2,703 43,000 SH   SOLE   43,000 0 0
SYMANTEC CORP COM 871503108 6,680 307,000 SH   SOLE   307,000 0 0
SYNOPSYS INC COM 871607107 3,603 28,000 SH   SOLE   28,000 0 0
T MOBILE US INC COM 872590104 2,372 32,000 SH   SOLE   32,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 992 48,000 SH   SOLE   48,000 0 0
TERADYNE INC COM 880770102 1,533 32,000 SH   SOLE   32,000 0 0
TEXAS INSTRS INC COM 882508104 32,477 283,000 SH   SOLE   283,000 0 0
TJX COS INC NEW COM 872540109 22,210 420,000 SH   SOLE   420,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 7,476 50,000 SH   SOLE   50,000 0 0
ULTA BEAUTY INC COM 90384S303 2,081 6,000 SH   SOLE   6,000 0 0
UNION PACIFIC CORP COM 907818108 2,537 15,000 SH   SOLE   15,000 0 0
UNITED CONTL HLDGS INC COM 910047109 1,926 22,000 SH   SOLE   22,000 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 3,279 42,000 SH   SOLE   42,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 12,201 50,000 SH   SOLE   50,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 3,168 37,000 SH   SOLE   37,000 0 0
WORLDPAY INC CL A 981558109 10,662 87,000 SH   SOLE   87,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,142 55,000 SH   SOLE   55,000 0 0
VOYA FINL INC COM 929089100 1,383 25,000 SH   SOLE   25,000 0 0
WABCO HLDGS INC COM 92927K102 9,680 73,000 SH   SOLE   73,000 0 0
WALMART INC COM 931142103 33,147 300,000 SH   SOLE   300,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 4,975 91,000 SH   SOLE   91,000 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 9,977 35,000 SH   SOLE   35,000 0 0
WELLS FARGO CO NEW COM 949746101 40,222 850,000 SH   SOLE   850,000 0 0
WESTROCK CO COM 96145D105 1,276 35,000 SH   SOLE   35,000 0 0
WORKDAY INC CL A 98138H101 12,129 59,000 SH   SOLE   59,000 0 0
WRIGHT MED GROUP N V ORD SHS N96617118 1,014 34,000 SH   SOLE   34,000 0 0
ZOETIS INC CL A 98978V103 5,901 52,000 SH   SOLE   52,000 0 0
ZYNGA INC CL A 98986T108 6,179 1,008,000 SH   SOLE   1,008,000 0 0