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
3M CO COM 88579Y101 5,869 41,400 SH   SOLE 41,400 0 0
ABBOTT LABS COM 002824100 28,263 702,700 SH   SOLE 702,700 0 0
ABBVIE INC COM 00287Y109 20,137 370,100 SH   SOLE 370,100 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 25,636 260,900 SH   SOLE 260,900 0 0
ADOBE SYS INC COM 00724F101 4,522 55,000 SH   SOLE 55,000 0 0
AETNA INC NEW COM 00817Y108 40,996 374,700 SH   SOLE 374,700 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 13,663 398,000 SH   SOLE 398,000 0 0
ALCOA INC COM 013817101 7,728 800,000 SH   SOLE 800,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 4,223 27,000 SH   SOLE 27,000 0 0
ALLERGAN PLC SHS G0177J108 73,198 269,300 SH   SOLE 269,300 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 3,030 11,700 SH   SOLE 11,700 0 0
ALTERA CORP COM 021441100 6,621 132,210 SH   SOLE 132,210 0 0
ALTRIA GROUP INC COM 02209S103 36,644 673,600 SH   SOLE 673,600 0 0
AMAZON COM INC COM 023135106 99,819 195,000 SH   SOLE 195,000 0 0
AMERICAN EXPRESS CO COM 025816109 50,831 685,700 SH   SOLE 685,700 0 0
AMERICAN TOWER CORP NEW COM 03027X100 32,095 364,800 SH   SOLE 364,800 0 0
AMGEN INC COM 031162100 25,257 182,600 SH   SOLE 182,600 0 0
ANALOG DEVICES INC COM 032654105 48,010 851,082 SH   SOLE 851,082 0 0
APPLE INC COM 037833100 251,043 2,276,000 SH   SOLE 2,276,000 0 0
APPLIED MATLS INC COM 038222105 20,713 1,410,000 SH   SOLE 1,410,000 0 0
AT&T INC COM 00206R102 61,331 1,882,466 SH   SOLE 1,882,466 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 6,348 79,000 SH   SOLE 79,000 0 0
AUTOZONE INC COM 053332102 2,533 3,500 SH   SOLE 3,500 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 2,500 20,000 SH   SOLE 20,000 0 0
BAKER HUGHES INC COM 057224107 65,376 1,256,270 SH   SOLE 1,256,270 0 0
BANK AMER CORP COM 060505104 48,093 3,086,849 SH   SOLE 3,086,849 0 0
BAXTER INTL INC COM 071813109 1,304 39,700 SH   SOLE 39,700 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 80,457 617,000 SH   SOLE 617,000 0 0
BIOGEN INC COM 09062X103 31,720 108,700 SH   SOLE 108,700 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 58,821 1,857,300 SH   SOLE 1,857,300 0 0
BOEING CO COM 097023105 48,582 371,000 SH   SOLE 371,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 14,285 870,500 SH   SOLE 870,500 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 28,586 482,877 SH   SOLE 482,877 0 0
BRISTOW GROUP INC COM 110394103 3,694 141,200 SH   SOLE 141,200 0 0
BROADCOM CORP CL A 111320107 55,148 1,072,300 SH   SOLE 1,072,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 15,573 753,050 SH   SOLE 753,050 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 23,069 376,200 SH   SOLE 376,200 0 0
CANADIAN NAT RES LTD COM 136385101 4,715 242,400 SH   SOLE 242,400 0 0
CARNIVAL CORP PAIRED CTF 143658300 3,479 70,000 SH   SOLE 70,000 0 0
CATERPILLAR INC DEL COM 149123101 32,941 504,000 SH   SOLE 504,000 0 0
CELGENE CORP COM 151020104 36,832 340,500 SH   SOLE 340,500 0 0
CHEVRON CORP NEW COM 166764100 90,617 1,148,800 SH   SOLE 1,148,800 0 0
CIGNA CORPORATION COM 125509109 16,202 120,000 SH   SOLE 120,000 0 0
CISCO SYS INC COM 17275R102 84,641 3,224,400 SH   SOLE 3,224,400 0 0
CITIGROUP INC COM NEW 172967424 99,710 2,009,869 SH   SOLE 2,009,869 0 0
CITRIX SYS INC COM 177376100 2,522 36,400 SH   SOLE 36,400 0 0
COCA COLA CO COM 191216100 74,338 1,852,900 SH   SOLE 1,852,900 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 39,444 630,000 SH   SOLE 630,000 0 0
COLGATE PALMOLIVE CO COM 194162103 14,812 233,400 SH   SOLE 233,400 0 0
COMCAST CORP NEW CL A 20030N101 71,384 1,255,000 SH   SOLE 1,255,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 27,902 193,000 SH   SOLE 193,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 26,237 332,664 SH   SOLE 332,664 0 0
CVS HEALTH CORP COM 126650100 116,065 1,203,000 SH   SOLE 1,203,000 0 0
DANAHER CORP DEL COM 235851102 6,476 76,000 SH   SOLE 76,000 0 0
DEERE & CO COM 244199105 8,880 120,000 SH   SOLE 120,000 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 3,384 130,000 SH   SOLE 130,000 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 6,801 280,000 SH   SOLE 280,000 0 0
DISNEY WALT CO COM DISNEY 254687106 111,756 1,093,500 SH   SOLE 1,093,500 0 0
DOMINION RES INC VA NEW COM 25746U109 11,261 160,000 SH   SOLE 160,000 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 21,782 451,900 SH   SOLE 451,900 0 0
E M C CORP MASS COM 268648102 26,153 1,082,500 SH   SOLE 1,082,500 0 0
EATON CORP PLC SHS G29183103 39,057 761,347 SH   SOLE 761,347 0 0
EBAY INC COM 278642103 7,508 307,200 SH   SOLE 307,200 0 0
ECOLAB INC COM 278865100 27,112 247,100 SH   SOLE 247,100 0 0
EMERSON ELEC CO COM 291011104 19,210 434,900 SH   SOLE 434,900 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 42,139 520,488 SH   SOLE 520,488 0 0
EXXON MOBIL CORP COM 30231G102 126,423 1,700,379 SH   SOLE 1,700,379 0 0
FACEBOOK INC CL A 30303M102 73,718 820,000 SH   SOLE 820,000 0 0
FEDEX CORP COM 31428X106 43,828 304,400 SH   SOLE 304,400 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 37,345 3,543,200 SH   SOLE 3,543,200 0 0
FLUOR CORP NEW COM 343412102 5,726 135,200 SH   SOLE 135,200 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 18,130 1,336,000 SH   SOLE 1,336,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 11,229 1,158,800 SH   SOLE 1,158,800 0 0
GENERAL ELECTRIC CO COM 369604103 102,276 4,055,350 SH   SOLE 4,055,350 0 0
GENERAL MTRS CO COM 37045V100 17,051 568,000 SH   SOLE 568,000 0 0
GILEAD SCIENCES INC COM 375558103 66,180 674,000 SH   SOLE 674,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 66,950 385,300 SH   SOLE 385,300 0 0
GOOGLE INC CL A 38259P508 74,498 116,700 SH   SOLE 116,700 0 0
GOOGLE INC CL C 38259P706 70,885 116,507 SH   SOLE 116,507 0 0
HCA HOLDINGS INC COM 40412C101 10,057 130,000 SH   SOLE 130,000 0 0
HEWLETT PACKARD CO COM 428236103 6,171 240,945 SH   SOLE 240,945 0 0
HOME DEPOT INC COM 437076102 109,138 945,000 SH   SOLE 945,000 0 0
HONEYWELL INTL INC COM 438516106 79,634 841,000 SH   SOLE 841,000 0 0
IDEXX LABS INC COM 45168D104 4,479 60,320 SH   SOLE 60,320 0 0
ILLINOIS TOOL WKS INC COM 452308109 24,323 295,500 SH   SOLE 295,500 0 0
INTEL CORP COM 458140100 28,754 954,000 SH   SOLE 954,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 21,485 148,200 SH   SOLE 148,200 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 21,370 46,500 SH   SOLE 46,500 0 0
ISHARES MSCI AUST ETF 464286103 44,979 2,510,000 SH   SOLE 2,510,000 0 0
ISHARES MSCI GERMANY ETF 464286806 60,398 2,441,300 SH   SOLE 2,441,300 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 3,203 90,300 SH   SOLE 90,300 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 17,701 540,000 SH   SOLE 540,000 0 0
ISHARES TR MSCI ACWI EX US 464288240 21,477 550,000 SH   SOLE 550,000 0 0
ISHARES TR GLOB UTILITS ETF 464288711 3,179 71,800 SH   SOLE 71,800 0 0
ISHARES TR MSCI POL CAP ETF 46429B606 1,042 50,000 SH   SOLE 50,000 0 0
ISHARES TR MSCI UTD KNGDM 46434V548 5,736 350,000 SH   SOLE 350,000 0 0
ISHARES TR CUR HD EURZN ETF 46434V639 3,720 150,000 SH   SOLE 150,000 0 0
JOHNSON & JOHNSON COM 478160104 110,461 1,183,300 SH   SOLE 1,183,300 0 0
JPMORGAN CHASE & CO COM 46625H100 181,907 2,983,550 SH   SOLE 2,983,550 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,465 47,500 SH   SOLE 47,500 0 0
KRAFT HEINZ CO COM 500754106 6,767 76,733 SH   SOLE 76,733 0 0
LENNAR CORP CL A 526057104 68,345 1,420,000 SH   SOLE 1,420,000 0 0
LILLY ELI & CO COM 532457108 22,412 267,800 SH   SOLE 267,800 0 0
LOWES COS INC COM 548661107 56,907 825,700 SH   SOLE 825,700 0 0
MACYS INC COM 55616P104 27,179 529,600 SH   SOLE 529,600 0 0
MASTERCARD INC CL A 57636Q104 25,756 285,800 SH   SOLE 285,800 0 0
MCDONALDS CORP COM 580135101 39,392 399,800 SH   SOLE 399,800 0 0
MCKESSON CORP COM 58155Q103 33,842 182,900 SH   SOLE 182,900 0 0
MEDIVATION INC COM 58501N101 3,443 81,000 SH   SOLE 81,000 0 0
MEDTRONIC PLC SHS G5960L103 69,845 1,043,400 SH   SOLE 1,043,400 0 0
MERCK & CO INC NEW COM 58933Y105 55,640 1,126,543 SH   SOLE 1,126,543 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 6,197 146,700 SH   SOLE 146,700 0 0
MICRON TECHNOLOGY INC COM 595112103 31,083 2,075,000 SH   SOLE 2,075,000 0 0
MICROSOFT CORP COM 594918104 103,830 2,345,900 SH   SOLE 2,345,900 0 0
MONDELEZ INTL INC CL A 609207105 31,536 753,200 SH   SOLE 753,200 0 0
MONSANTO CO NEW COM 61166W101 59,815 700,900 SH   SOLE 700,900 0 0
MORGAN STANLEY COM NEW 617446448 5,040 160,000 SH   SOLE 160,000 0 0
MYLAN N V SHS EURO N59465109 5,620 139,600 SH   SOLE 139,600 0 0
NATIONAL OILWELL VARCO INC COM 637071101 20,165 535,593 SH   SOLE 535,593 0 0
NIKE INC CL B 654106103 61,091 496,800 SH   SOLE 496,800 0 0
NORFOLK SOUTHERN CORP COM 655844108 40,270 527,100 SH   SOLE 527,100 0 0
NORTHROP GRUMMAN CORP COM 666807102 28,095 169,300 SH   SOLE 169,300 0 0
NUCOR CORP COM 670346105 563 15,000 SH   SOLE 15,000 0 0
OIL STS INTL INC COM 678026105 2,874 110,000 SH   SOLE 110,000 0 0
OMNICOM GROUP INC COM 681919106 22,610 343,100 SH   SOLE 343,100 0 0
ORACLE CORP COM 68389X105 36,370 1,006,920 SH   SOLE 1,006,920 0 0
PACCAR INC COM 693718108 7,116 136,400 SH   SOLE 136,400 0 0
PEPSICO INC COM 713448108 76,722 813,600 SH   SOLE 813,600 0 0
PERRIGO CO PLC SHS G97822103 14,154 90,000 SH   SOLE 90,000 0 0
PFIZER INC COM 717081103 77,872 2,479,197 SH   SOLE 2,479,197 0 0
PHILIP MORRIS INTL INC COM 718172109 85,978 1,083,800 SH   SOLE 1,083,800 0 0
PNC FINL SVCS GROUP INC COM 693475105 23,665 265,300 SH   SOLE 265,300 0 0
PRAXAIR INC COM 74005P104 44,411 436,000 SH   SOLE 436,000 0 0
PROCTER & GAMBLE CO COM 742718109 108,476 1,507,862 SH   SOLE 1,507,862 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 22,766 540,000 SH   SOLE 540,000 0 0
PULTE GROUP INC COM 745867101 31,324 1,660,000 SH   SOLE 1,660,000 0 0
QUALCOMM INC COM 747525103 37,219 692,700 SH   SOLE 692,700 0 0
RAYTHEON CO COM NEW 755111507 12,019 110,000 SH   SOLE 110,000 0 0
REPUBLIC SVCS INC COM 760759100 5,390 130,825 SH   SOLE 130,825 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 13,241 141,900 SH   SOLE 141,900 0 0
REXNORD CORP NEW COM 76169B102 23,170 1,364,569 SH   SOLE 1,364,569 0 0
SALESFORCE COM INC COM 79466L302 16,011 230,600 SH   SOLE 230,600 0 0
SCHLUMBERGER LTD COM 806857108 106,214 1,540,000 SH   SOLE 1,540,000 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 9,438 200,000 SH   SOLE 200,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 47,019 2,075,000 SH   SOLE 2,075,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 53,417 290,750 SH   SOLE 290,750 0 0
SIRONA DENTAL SYSTEMS INC COM 82966C103 3,360 36,000 SH   SOLE 36,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 4,254 335,200 SH   SOLE 335,200 0 0
SPDR INDEX SHS FDS EURO STOXX 50 78463X202 12,186 360,000 SH   SOLE 360,000 0 0
SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 1,103 16,000 SH   SOLE 16,000 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 32,120 780,000 SH   SOLE 780,000 0 0
SPDR SERIES TRUST S&P INS ETF 78464A789 24,969 369,800 SH   SOLE 369,800 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 15,836 254,400 SH   SOLE 254,400 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 23,319 482,400 SH   SOLE 482,400 0 0
STANLEY BLACK & DECKER INC COM 854502101 24,536 253,000 SH   SOLE 253,000 0 0
STARBUCKS CORP COM 855244109 36,923 649,600 SH   SOLE 649,600 0 0
SUNOPTA INC COM 8676EP108 6,667 1,371,900 SH   SOLE 1,371,900 0 0
TE CONNECTIVITY LTD REG SHS H84989104 59,807 998,619 SH   SOLE 998,619 0 0
TEXAS INSTRS INC COM 882508104 54,106 1,092,600 SH   SOLE 1,092,600 0 0
TEXTRON INC COM 883203101 5,319 141,300 SH   SOLE 141,300 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 47,591 389,200 SH   SOLE 389,200 0 0
TIFFANY & CO NEW COM 886547108 10,811 140,000 SH   SOLE 140,000 0 0
TIME WARNER CABLE INC COM 88732J207 22,173 123,616 SH   SOLE 123,616 0 0
TRANSOCEAN LTD REG SHS H8817H100 4,371 338,300 SH   SOLE 338,300 0 0
TRAVELERS COMPANIES INC COM 89417E109 35,301 354,682 SH   SOLE 354,682 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 18,346 680,000 SH   SOLE 680,000 0 0
TYCO INTL PLC SHS G91442106 7,873 235,300 SH   SOLE 235,300 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 4,051 24,800 SH   SOLE 24,800 0 0
ULTRA PETROLEUM CORP COM 903914109 3,936 615,900 SH   SOLE 615,900 0 0
UNION PAC CORP COM 907818108 69,402 785,000 SH   SOLE 785,000 0 0
UNITED CONTL HLDGS INC COM 910047109 25,321 477,300 SH   SOLE 477,300 0 0
UNITED TECHNOLOGIES CORP COM 913017109 46,960 527,700 SH   SOLE 527,700 0 0
UNITEDHEALTH GROUP INC COM 91324P102 26,752 230,600 SH   SOLE 230,600 0 0
US BANCORP DEL COM NEW 902973304 76,340 1,861,500 SH   SOLE 1,861,500 0 0
V F CORP COM 918204108 49,268 722,300 SH   SOLE 722,300 0 0
VALERO ENERGY CORP NEW COM 91913Y100 20,434 340,000 SH   SOLE 340,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 34,130 376,300 SH   SOLE 376,300 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 151,763 3,560,000 SH   SOLE 3,560,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 55,426 1,675,000 SH   SOLE 1,675,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 90,929 1,693,600 SH   SOLE 1,693,600 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 105,491 2,145,000 SH   SOLE 2,145,000 0 0
VANGUARD WORLD FDS UTILITIES ETF 92204A876 75,290 809,400 SH   SOLE 809,400 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 65,220 1,498,966 SH   SOLE 1,498,966 0 0
VISA INC COM CL A 92826C839 41,643 597,800 SH   SOLE 597,800 0 0
WAL-MART STORES INC COM 931142103 29,560 455,892 SH   SOLE 455,892 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 12,715 1,499,400 SH   SOLE 1,499,400 0 0
WELLS FARGO & CO NEW COM 949746101 113,779 2,215,755 SH   SOLE 2,215,755 0 0
WELLTOWER INC COM 95040Q104 31,923 471,400 SH   SOLE 471,400 0 0
WESTERN DIGITAL CORP COM 958102105 20,416 257,000 SH   SOLE 257,000 0 0
WILLIAMS SONOMA INC COM 969904101 14,888 195,000 SH   SOLE 195,000 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 51,380 714,600 SH   SOLE 714,600 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 53,043 564,704 SH   SOLE 564,704 0 0
ZOETIS INC CL A 98978V103 15,062 365,762 SH   SOLE 365,762 0 0