ABBVIE INC COM 00287Y109 24880 425000 SH SOLE 425000 0 0 AMERICAN EXPRESS CO COM 025816109 46091 590000 SH SOLE 590000 0 0 AMERICAN TOWER CORP NEW COM 03027X100 19489 207000 SH SOLE 207000 0 0 ANADARKO PETE CORP COM 032511107 53247 643000 SH SOLE 643000 0 0 APPLE INC COM 037833100 37329 300000 SH SOLE 300000 0 0 BANK AMER CORP COM 060505104 46170 3000000 SH SOLE 3000000 0 0 BECTON DICKINSON & CO COM 075887109 39056 272000 SH SOLE 272000 0 0 BEST BUY INC COM 086516101 9825 260000 SH SOLE 260000 0 0 CITIGROUP INC COM NEW 172967424 43792 850000 SH SOLE 850000 0 0 COCA COLA CO COM 191216100 35968 887000 SH SOLE 887000 0 0 COMCAST CORP NEW CL A 20030N101 52517 930000 SH SOLE 930000 0 0 GILEAD SCIENCES INC COM 375558103 37456 381700 SH SOLE 381700 0 0 HALLIBURTON CO COM 406216101 16323 372000 SH SOLE 372000 0 0 HEWLETT PACKARD CO COM 428236103 61541 1975000 SH SOLE 1975000 0 0 JOHNSON & JOHNSON COM 478160104 10965 109000 SH SOLE 109000 0 0 PEPSICO INC COM 713448108 24861 260000 SH SOLE 260000 0 0 PRECISION CASTPARTS CORP COM 740189105 43008 204800 SH SOLE 204800 0 0 PROCTER & GAMBLE CO COM 742718109 25401 310000 SH SOLE 310000 0 0 PRUDENTIAL FINL INC COM 744320102 36615 455915 SH SOLE 455915 0 0 RALPH LAUREN CORP CL A 751212101 11664 88700 SH SOLE 88700 0 0 SALIX PHARMACEUTICALS INC COM 795435106 118859 687800 SH Call SOLE 687800 0 0 SMUCKER J M CO COM NEW 832696405 12730 110000 SH SOLE 110000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 16102 78000 SH SOLE 78000 0 0 UNION PAC CORP COM 907818108 25951 239600 SH SOLE 239600 0 0 WHITING PETE CORP NEW COM 966387102 12360 400000 SH SOLE 400000 0 0 ZIMMER HLDGS INC COM 98956P102 35609 303000 SH SOLE 303000 0 0