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
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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ABBOTT LABORATORIESCOM00282410027,510229,558SH SOLE 229,55800
ABBVIE INCCOM00287Y10979,360733,319SH SOLE 733,31900
ADOBE SYSTEMS INCCOM00724F101104,905220,680SH SOLE 220,68000
ADVANCED MICRO DEVICCOM00790310735,430451,332SH SOLE 451,33200
AFLAC INCCOM0010551022,76453,996SH SOLE 53,99600
AGILENT TECHNOLOGIESCOM00846U1012,86922,569SH SOLE 22,56900
ALEXION PHARMACEUTICCOM0153511093,82925,038SH SOLE 25,03800
ALIBABA GROUP HOLDINCOM01609W1029074,000SH SOLE 4,00000
ALLSTATE CORP/THECOM0200021012,75924,008SH SOLE 24,00800
AMAZON.COM INCCOM023135106177,24457,285SH SOLE 57,28500
AMERICAN EXPRESS COCOM0258161094,66232,961SH SOLE 32,96100
AMERICAN INTERNATIONCOM0268747842,93263,442SH SOLE 63,44200
AMERISOURCEBERGEN COCOM03073E1051,34511,395SH SOLE 11,39500
AMGEN INCCOM03116210016,42166,000SH SOLE 66,00000
ANALOG DEVICES INCCOM03265410513,48386,940SH SOLE 86,94000
ANTHEM INCCOM0367521036,69718,657SH SOLE 18,65700
AON CORPAG0403H1083,95817,200SH SOLE 17,20000
APPLE COMPUTER INCCOM037833100178,0571,457,688SH SOLE 1,457,68800
APPLIED MATERIALS INCOM03822210571,094532,143SH SOLE 532,14300
APTIV PLCCOMG6095L1096,28945,607SH SOLE 45,60700
ARCHER-DANIELS-MIDLACOM0394831022,31540,620SH SOLE 40,62000
AT&T CORPCOM00206R10212,108400,000SH SOLE 400,00000
AUTODESK INCCOM05276910626,88897,017SH SOLE 97,01700
AUTOMATIC DATA PROCECOM0530151035,96531,647SH SOLE 31,64700
BANK OF AMERICA CORPCOM06050510443,7081,129,693SH SOLE 1,129,69300
BANK OF NEW YORK COCOM0640581002,92661,874SH SOLE 61,87400
BAXTER INTERNATIONALCOM0718131092,98335,373SH SOLE 35,37300
BB&T CORPCOM89832Q1095,70497,802SH SOLE 97,80200
BECTON DICKINSON & CCOM0758871094,78719,688SH SOLE 19,68800
BERKSHIRE HATHAWAY ICOM08467070218,42172,105SH SOLE 72,10500
BEYOND MEAT INCCOM08862E1093,90430,000SH SOLE 30,00000
BIOGEN IDEC INCCOM09062X1035,67320,278SH SOLE 20,27800
BOEING COCOM0970231054,53117,789SH SOLE 17,78900
BOSTON SCIENTIFIC COCOM1011371077,714199,589SH SOLE 199,58900
BRISTOL-MYERS SQUIBBCOM11012210815,616247,368SH SOLE 247,36800
CARDINAL HEALTH INCCOM14149Y1081,32121,743SH SOLE 21,74300
CARRIER GLOBAL CORPCOM14448C1042,52459,780SH SOLE 59,78000
CATERPILLAR INCCOM14912310129,686128,030SH SOLE 128,03000
CENTENE CORPCOM15135B1018,319130,164SH SOLE 130,16400
CERNER CORPCOM1567821041,66923,220SH SOLE 23,22000
CERTEGY INCCOM31620M1064,50032,000SH SOLE 32,00000
CHARLES SCHWAB CORP/COM80851310510,285157,799SH SOLE 157,79900
CHARTER COMMUNICATIOA16119P1084,4657,236SH SOLE 7,23600
CHICAGO MERCANTILE ECOM12572Q1059,11244,615SH SOLE 44,61500
CHUBB CORPCOMH1467J1045,25033,237SH SOLE 33,23700
CISCO SYSTEMS INCCOM17275R10241,368800,000SH SOLE 800,00000
CITIGROUP INCCOM17296742410,913150,000SH SOLE 150,00000
COCA-COLA CO/THECOM19121610053,7631,019,985SH SOLE 1,019,98500
COCA-COLA EUROPEAN PCOM19124110879915,312SH SOLE 15,31200
COLGATE-PALMOLIVE COCOM1941621034,68659,446SH SOLE 59,44600
COMCAST CORPA20030N10110,524194,492SH SOLE 194,49200
COSTCO WHOLESALE CORCOM22160K1056,05717,183SH SOLE 17,18300
CVS CORPCOM1266501007,13594,845SH SOLE 94,84500
DANAHER CORPCOM23585110220,30990,230SH SOLE 90,23000
DATADOG INCCOM23804L1036,66780,000SH SOLE 80,00000
DEERE & COCOM2441991053,6679,800SH SOLE 9,80000
DOLLAR GENERAL CORPCOM2566771053,79918,748SH SOLE 18,74800
EATON CORPCOM2782791042,80720,300SH SOLE 20,30000
ECOLAB INCCOM2788651003,76817,600SH SOLE 17,60000
EDWARDS LIFESCIENCESCOM28176E1082,21626,500SH SOLE 26,50000
ELECTRONIC ARTS INCCOM2855121095,27838,993SH SOLE 38,99300
ELI LILLY & COCOM53245710851,098273,516SH SOLE 273,51600
EMERSON ELECTRIC COCOM29101110428,757318,746SH SOLE 318,74600
ENERGY SELECT SECTORCOM81369Y50685917,500SH SOLE 17,50000
EQUINIX INCCOM29444U7003,2624,800SH SOLE 4,80000
ESTEE LAUDER COS INCA5184391049,81133,733SH SOLE 33,73300
FACEBOOK INCA30303M102136,597463,778SH SOLE 463,77800
FAIR ISAAC CORPCOM3032501041,4102,900SH SOLE 2,90000
FEDEX CORPCOM31428X10612,23543,074SH SOLE 43,07400
FIRST REPUBLIC BANK/COM33616C1006,83741,000SH SOLE 41,00000
FLUOR CORPCOM34341210213,854600,000SH SOLE 600,00000
FORTINET INCCOM34959E1099465,131SH SOLE 5,13100
FPL GROUP INCCOM65339F10136,293480,000SH SOLE 480,00000
GENERAL MOTORS CORPCOM37045V10040,723708,711SH SOLE 708,71100
GILEAD SCIENCES INCCOM3755581038,113125,524SH SOLE 125,52400
GLOBAL PAYMENTS INCCOM37940X1028,03139,840SH SOLE 39,84000
GOLDMAN SACHS GROUPCOM38141G10426,37580,656SH SOLE 80,65600
GOOGLE INCC02079K10747,16322,799SH SOLE 22,79900
GOOGLE INCA02079K305128,76162,429SH SOLE 62,42900
HCA INCCOM40412C1013,74719,895SH SOLE 19,89500
HDFC BANK LTDCOM40415F1013,72948,000SH SOLE 48,00000
HEALTH CARE REIT INCCOM95040Q10412,145169,555SH SOLE 169,55500
HEALTH CARE SELECT SCOM81369Y20973,079626,000SH SOLE 626,00000
HOME DEPOT INCCOM43707610229,02095,070SH SOLE 95,07000
HONEYWELL INTERNATIOCOM4385161067,04932,473SH SOLE 32,47300
HORIZON PHARMA INCCOM44045A10211,965130,000SH SOLE 130,00000
HUMANA INCCOM4448591024,1309,852SH SOLE 9,85200
IDEXX LABORATORIES ICOM45168D1042,3494,800SH SOLE 4,80000
ILLUMINA INCCOM4523271096,45716,812SH SOLE 16,81200
INDUSTRIAL SELECT SECOM81369Y70434,458350,000SH SOLE 350,00000
INTEL CORPCOM45814010010,018156,527SH SOLE 156,52700
INTERCONTINENTALEXCHCOM45866F1045,02645,000SH SOLE 45,00000
INTUIT INCCOM4612021033,83110,000SH SOLE 10,00000
INTUITIVE SURGICAL ICOM46120E6026,2118,405SH SOLE 8,40500
ISHARES MSCI EMERGINCOM46428723462,1411,165,000SH SOLE 1,165,00000
ISHARES MSCI JAPAN ECOM46434G82268,5201,000,000SH SOLE 1,000,00000
ISHARES RUSSELL 2000COM46428765544,188200,000SH SOLE 200,00000
JOHNSON & JOHNSONCOM47816010419,296117,408SH SOLE 117,40800
JOHNSON CONTROLS INCA47916710816,590278,031SH SOLE 278,03100
JPMORGAN CHASE & COCOM46625H100100,077657,408SH SOLE 657,40800
KEYSIGHT TECHNOLOGIECOM49338L10317,925125,000SH SOLE 125,00000
KIMBERLY-CLARK CORPCOM4943681033,49025,102SH SOLE 25,10200
KLA-TENCOR CORPCOM48248010025,40876,901SH SOLE 76,90100
LAM RESEARCH CORPCOM51280710835,35359,393SH SOLE 59,39300
LENNAR CORPA52605710430,369300,000SH SOLE 300,00000
LIBERTY GLOBAL INCCOM531229AF920,432800,000SH SOLE 800,00000
LOWE'S COS INCCOM54866110720,272106,593SH SOLE 106,59300
LYONDELLBASELL INDUSCOMN537451002,03519,559SH SOLE 19,55900
M&T BANK CORPCOM55261F1041,3649,000SH SOLE 9,00000
MARKIT LTDCOMG475671052,68927,789SH SOLE 27,78900
MARRIOTT INTERNATIONA57190320213,33090,000SH SOLE 90,00000
MARSH & MCLENNAN COSCOM5717481024,49736,924SH SOLE 36,92400
MARTIN MARIETTA MATECOM5732841062,7548,200SH SOLE 8,20000
MASTERCARD INCA57636Q10447,401133,129SH SOLE 133,12900
MCDONALD'S CORPCOM58013510124,489109,259SH SOLE 109,25900
MCGRAW-HILL COS INC/COM78409V10410,96131,062SH SOLE 31,06200
MCKESSON CORPCOM58155Q1036,53133,485SH SOLE 33,48500
MDC HOLDINGS INCCOM55267610816,038270,000SH SOLE 270,00000
MEDTRONIC INCCOMG5960L10318,630157,706SH SOLE 157,70600
MERCADOLIBRE INCCOM58733R1024,8023,262SH SOLE 3,26200
MERCK & CO INCCOM58933Y10520,213262,203SH SOLE 262,20300
METLIFE INCCOM59156R1083,52958,051SH SOLE 58,05100
METROPCS COMMUNICATICOM8725901048,95071,432SH SOLE 71,43200
MICRON TECHNOLOGY INCOM59511210355,075624,358SH SOLE 624,35800
MICROSOFT CORPCOM594918104246,9181,047,283SH SOLE 1,047,28300
MKS INSTRUMENTS INCCOM55306N10411,12560,000SH SOLE 60,00000
MONGODB INCA60937P1063,20912,000SH SOLE 12,00000
MOODY'S CORPCOM6153691056,09720,418SH SOLE 20,41800
MORGAN STANLEYCOM61744644851,636664,901SH SOLE 664,90100
NETFLIX INCCOM64110L10637,81772,494SH SOLE 72,49400
NICE LTDCOM6536561081,8538,500SH SOLE 8,50000
NIKE INCB6541061039,76773,498SH SOLE 73,49800
NORTHROP GRUMMAN CORCOM6668071023,79411,723SH SOLE 11,72300
NVIDIA CORPCOM67066G10426,43949,517SH SOLE 49,51700
NXP SEMICONDUCTOR NVCOMN6596X10937,248185,000SH SOLE 185,00000
ON SEMICONDUCTOR CORCOM68218910520,389490,000SH SOLE 490,00000
ORACLE CORPCOM68389X10512,631180,000SH SOLE 180,00000
OTIS WORLDWIDE CORPCOM68902V1072,04629,890SH SOLE 29,89000
PAYPAL HOLDINGS INCCOM70450Y10340,779167,924SH SOLE 167,92400
PEPSICO INCCOM71344810825,881182,968SH SOLE 182,96800
PFIZER INCCOM71708110317,965495,869SH SOLE 495,86900
PINNACLE FINANCIAL PCOM72346Q10427,928315,000SH SOLE 315,00000
PINTEREST INCA72352L10612,955175,000SH SOLE 175,00000
PNC FINANCIAL SERVICCOM6934751055,69632,472SH SOLE 32,47200
PRICELINE.COM INCCOM09857L1084,5431,950SH SOLE 1,95000
PROCTER & GAMBLE COCOM74271810979,862589,693SH SOLE 589,69300
PROGRESSIVE CORP/THECOM7433151034,07742,639SH SOLE 42,63900
PROLOGISCOM74340W1037,31769,028SH SOLE 69,02800
PRUDENTIAL FINANCIALCOM7443201022,67129,318SH SOLE 29,31800
PUBLIC STORAGE INCCOM74460D1092,82811,461SH SOLE 11,46100
RAYMOND JAMES FUNDSCOM75473010971,5745,022,704SH SOLE 5,022,70400
RAYTHEON TECHNOLOGIECOM75513E1018,284107,209SH SOLE 107,20900
REGENERON PHARMACEUTCOM75886F1074,2839,052SH SOLE 9,05200
REPUBLIC SERVICES INCOM7607591001,62716,375SH SOLE 16,37500
ROPER INDUSTRIES INCCOM7766961063,0597,585SH SOLE 7,58500
SALESFORCE.COM INCCOM79466L30213,91265,661SH SOLE 65,66100
SHERWIN-WILLIAMS CO/COM8243481067,71610,455SH SOLE 10,45500
SIMON PROPERTY GROUPCOM8288061092,55622,464SH SOLE 22,46400
SOUTHWEST AIRLINES CCOM84474110823,703388,186SH SOLE 388,18600
SPDR TRUST SERIES 1COM78462F103320,380808,366SH SOLE 808,36600
ST PAUL TRAVELERS COCOM89417E1092,85618,990SH SOLE 18,99000
STRYKER CORPCOM8636671015,98124,555SH SOLE 24,55500
SVB FINANCIAL GROUPCOM78486Q10117,27835,000SH SOLE 35,00000
SYNOPSYS INCCOM8716071073,34613,505SH SOLE 13,50500
TERADYNE INCCOM88077010221,902180,000SH SOLE 180,00000
TESLA MOTORS INCCOM88160R10114,38721,540SH SOLE 21,54000
TEXAS INSTRUMENTS INCOM8825081045,69430,131SH SOLE 30,13100
THERMO ELECTRON CORPCOM88355610222,04148,295SH SOLE 48,29500
TJX COS INCCOM8725401093,77157,000SH SOLE 57,00000
TRANE TECHNOLOGIES PCOMG8994E1038,04948,618SH SOLE 48,61800
TRIMBLE NAVIGATION LCOM89623910021,003270,000SH SOLE 270,00000
TSMCCOM8740391008,50471,900SH SOLE 71,90000
TWITTER INCCOM90184L10222,497353,557SH SOLE 353,55700
TYCO ELECTRONICS LTDCOMH8498910441,212319,203SH SOLE 319,20300
UNION PACIFIC CORPCOM9078181083,87917,600SH SOLE 17,60000
UNITED PARCEL SERVICB9113121068,65750,929SH SOLE 50,92900
UNITEDHEALTH GROUP ICOM91324P10248,928131,501SH SOLE 131,50100
WALGREEN COCOM9314271083,07455,986SH SOLE 55,98600
VANECK VECTORS RUSSICOM92189F4031,00739,000SH SOLE 39,00000
WELLS FARGO & COCOM94974610117,582450,000SH SOLE 450,00000
VEONEER INCCOM92336X1092,448100,000SH SOLE 100,00000
VERIZON COMMUNICATIOCOM92343V1048,316143,015SH SOLE 143,01500
VERTEX PHARMACEUTICACOM92532F1006,16028,666SH SOLE 28,66600
WEYERHAEUSER COCOM9621661041,93454,328SH SOLE 54,32800
VF CORPCOM9182041084,37054,683SH SOLE 54,68300
VIATRIS INCCOM92556V10686061,526SH SOLE 61,52600
WILLIAMS COS INCCOM9694571009,312393,096SH SOLE 393,09600
WILLIS GROUP HOLDINGCOM9706461052,1539,407SH SOLE 9,40700
VISA INCA92826C83942,705201,694SH SOLE 201,69400
VULCAN MATERIALS COCOM92916010913,50080,000SH SOLE 80,00000
XILINX INCCOM9839191014,95640,000SH SOLE 40,00000
ZIMMER HOLDINGS INCCOM98956P1022,39714,973SH SOLE 14,97300
ZOETIS INCA98978V1036,42740,814SH SOLE 40,81400