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 6,236 41,400 SH   SOLE 41,400 0 0
ABBOTT LABS COM 002824100 31,558 702,700 SH   SOLE 702,700 0 0
ABBVIE INC COM 00287Y109 21,925 370,100 SH   SOLE 370,100 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 27,264 260,900 SH   SOLE 260,900 0 0
ADOBE SYS INC COM 00724F101 6,576 70,000 SH   SOLE 70,000 0 0
AETNA INC NEW COM 00817Y108 38,350 354,700 SH   SOLE 354,700 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 16,640 398,000 SH   SOLE 398,000 0 0
ALCOA INC COM 013817101 7,896 800,000 SH   SOLE 800,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 5,150 27,000 SH   SOLE 27,000 0 0
ALLERGAN PLC SHS G0177J108 90,313 289,000 SH   SOLE 289,000 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 3,236 11,700 SH   SOLE 11,700 0 0
ALTRIA GROUP INC COM 02209S103 39,210 673,600 SH   SOLE 673,600 0 0
AMAZON COM INC COM 023135106 124,026 183,500 SH   SOLE 183,500 0 0
AMERICAN EXPRESS CO COM 025816109 49,777 715,700 SH   SOLE 715,700 0 0
AMERICAN TOWER CORP NEW COM 03027X100 35,367 364,800 SH   SOLE 364,800 0 0
AMGEN INC COM 031162100 29,641 182,600 SH   SOLE 182,600 0 0
ANALOG DEVICES INC COM 032654105 32,975 596,082 SH   SOLE 596,082 0 0
APPLE INC COM 037833100 239,572 2,276,000 SH   SOLE 2,276,000 0 0
APPLIED MATLS INC COM 038222105 26,325 1,410,000 SH   SOLE 1,410,000 0 0
AT&T INC COM 00206R102 69,834 2,029,466 SH   SOLE 2,029,466 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 6,693 79,000 SH   SOLE 79,000 0 0
AUTOZONE INC COM 053332102 2,597 3,500 SH   SOLE 3,500 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 14,515 100,000 SH   SOLE 100,000 0 0
BAKER HUGHES INC COM 057224107 54,331 1,177,270 SH   SOLE 1,177,270 0 0
BANK AMER CORP COM 060505104 51,952 3,086,849 SH   SOLE 3,086,849 0 0
BAXTER INTL INC COM 071813109 1,515 39,700 SH   SOLE 39,700 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 81,469 617,000 SH   SOLE 617,000 0 0
BIOGEN INC COM 09062X103 32,075 104,700 SH   SOLE 104,700 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 58,030 1,984,600 SH   SOLE 1,984,600 0 0
BOEING CO COM 097023105 53,643 371,000 SH   SOLE 371,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 16,052 870,500 SH   SOLE 870,500 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 33,217 482,877 SH   SOLE 482,877 0 0
BRISTOW GROUP INC COM 110394103 2,797 108,000 SH   SOLE 108,000 0 0
BROADCOM CORP CL A 111320107 60,150 1,040,300 SH   SOLE 1,040,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 8,856 425,550 SH   SOLE 425,550 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 22,449 355,200 SH   SOLE 355,200 0 0
CARNIVAL CORP PAIRED CTF 143658300 3,814 70,000 SH   SOLE 70,000 0 0
CATERPILLAR INC DEL COM 149123101 20,796 306,000 SH   SOLE 306,000 0 0
CELGENE CORP COM 151020104 39,581 330,500 SH   SOLE 330,500 0 0
CHEVRON CORP NEW COM 166764100 95,699 1,063,800 SH   SOLE 1,063,800 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 9,597 20,000 SH   SOLE 20,000 0 0
CIGNA CORPORATION COM 125509109 17,560 120,000 SH   SOLE 120,000 0 0
CISCO SYS INC COM 17275R102 88,916 3,274,400 SH   SOLE 3,274,400 0 0
CITIGROUP INC COM NEW 172967424 105,046 2,029,869 SH   SOLE 2,029,869 0 0
CITRIX SYS INC COM 177376100 2,118 28,000 SH   SOLE 28,000 0 0
COCA COLA CO COM 191216100 79,601 1,852,900 SH   SOLE 1,852,900 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 43,815 730,000 SH   SOLE 730,000 0 0
COLGATE PALMOLIVE CO COM 194162103 15,549 233,400 SH   SOLE 233,400 0 0
COMCAST CORP NEW CL A 20030N101 70,820 1,255,000 SH   SOLE 1,255,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 27,940 173,000 SH   SOLE 173,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 22,802 263,764 SH   SOLE 263,764 0 0
CVS HEALTH CORP COM 126650100 123,484 1,263,000 SH   SOLE 1,263,000 0 0
DANAHER CORP DEL COM 235851102 7,059 76,000 SH   SOLE 76,000 0 0
DEERE & CO COM 244199105 9,152 120,000 SH   SOLE 120,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 16,000 500,000 SH   SOLE 500,000 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 3,468 130,000 SH   SOLE 130,000 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 7,062 280,000 SH   SOLE 280,000 0 0
DISNEY WALT CO COM DISNEY 254687106 114,905 1,093,500 SH   SOLE 1,093,500 0 0
DOMINION RES INC VA NEW COM 25746U109 10,822 160,000 SH   SOLE 160,000 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 26,101 391,900 SH   SOLE 391,900 0 0
E M C CORP MASS COM 268648102 21,828 850,000 SH   SOLE 850,000 0 0
EATON CORP PLC SHS G29183103 38,684 743,347 SH   SOLE 743,347 0 0
EBAY INC COM 278642103 8,442 307,200 SH   SOLE 307,200 0 0
ECOLAB INC COM 278865100 21,744 190,100 SH   SOLE 190,100 0 0
EMERSON ELEC CO COM 291011104 16,975 354,900 SH   SOLE 354,900 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 52,926 605,488 SH   SOLE 605,488 0 0
EXXON MOBIL CORP COM 30231G102 129,427 1,660,379 SH   SOLE 1,660,379 0 0
FACEBOOK INC CL A 30303M102 88,961 850,000 SH   SOLE 850,000 0 0
FEDEX CORP COM 31428X106 45,353 304,400 SH   SOLE 304,400 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 40,840 3,643,200 SH   SOLE 3,643,200 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 17,415 1,236,000 SH   SOLE 1,236,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 7,845 1,158,800 SH   SOLE 1,158,800 0 0
GENERAL ELECTRIC CO COM 369604103 124,116 3,984,450 SH   SOLE 3,984,450 0 0
GENERAL MTRS CO COM 37045V100 13,516 397,400 SH   SOLE 397,400 0 0
GILEAD SCIENCES INC COM 375558103 68,202 674,000 SH   SOLE 674,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 68,541 380,300 SH   SOLE 380,300 0 0
HCA HOLDINGS INC COM 40412C101 10,144 150,000 SH   SOLE 150,000 0 0
HESS CORP COM 42809H107 6,302 130,000 SH   SOLE 130,000 0 0
HOME DEPOT INC COM 437076102 95,881 725,000 SH   SOLE 725,000 0 0
HONEYWELL INTL INC COM 438516106 75,192 726,000 SH   SOLE 726,000 0 0
IDEXX LABS INC COM 45168D104 4,399 60,320 SH   SOLE 60,320 0 0
ILLINOIS TOOL WKS INC COM 452308109 27,387 295,500 SH   SOLE 295,500 0 0
INTEL CORP COM 458140100 30,109 874,000 SH   SOLE 874,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 20,395 148,200 SH   SOLE 148,200 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 22,666 41,500 SH   SOLE 41,500 0 0
ISHARES MSCI AUST ETF 464286103 44,082 2,325,000 SH   SOLE 2,325,000 0 0
ISHARES MSCI GERMANY ETF 464286806 61,547 2,350,000 SH   SOLE 2,350,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 17,383 540,000 SH   SOLE 540,000 0 0
ISHARES TR GLOB UTILITS ETF 464288711 6,462 146,800 SH   SOLE 146,800 0 0
JOHNSON & JOHNSON COM 478160104 122,268 1,190,300 SH   SOLE 1,190,300 0 0
JPMORGAN CHASE & CO COM 46625H100 193,042 2,923,550 SH   SOLE 2,923,550 0 0
KINDER MORGAN INC DEL COM 49456B101 10,146 680,000 SH   SOLE 680,000 0 0
LENNAR CORP CL A 526057104 65,539 1,340,000 SH   SOLE 1,340,000 0 0
LILLY ELI & CO COM 532457108 21,301 252,800 SH   SOLE 252,800 0 0
LOWES COS INC COM 548661107 58,034 763,200 SH   SOLE 763,200 0 0
MACYS INC COM 55616P104 21,499 614,600 SH   SOLE 614,600 0 0
MARATHON PETE CORP COM 56585A102 6,480 125,000 SH   SOLE 125,000 0 0
MASTERCARD INC CL A 57636Q104 27,825 285,800 SH   SOLE 285,800 0 0
MCDONALDS CORP COM 580135101 37,781 319,800 SH   SOLE 319,800 0 0
MCKESSON CORP COM 58155Q103 43,963 222,900 SH   SOLE 222,900 0 0
MEDIVATION INC COM 58501N101 2,949 61,000 SH   SOLE 61,000 0 0
MEDTRONIC PLC SHS G5960L103 81,797 1,063,400 SH   SOLE 1,063,400 0 0
MERCK & CO INC NEW COM 58933Y105 58,342 1,104,543 SH   SOLE 1,104,543 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 3,605 90,000 SH   SOLE 90,000 0 0
MICRON TECHNOLOGY INC COM 595112103 30,515 2,155,000 SH   SOLE 2,155,000 0 0
MICROSOFT CORP COM 594918104 130,151 2,345,900 SH   SOLE 2,345,900 0 0
MONDELEZ INTL INC CL A 609207105 33,773 753,200 SH   SOLE 753,200 0 0
MONSANTO CO NEW COM 61166W101 69,053 700,900 SH   SOLE 700,900 0 0
MORGAN STANLEY COM NEW 617446448 13,837 435,000 SH   SOLE 435,000 0 0
MYLAN N V SHS EURO N59465109 2,703 50,000 SH   SOLE 50,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 14,722 439,593 SH   SOLE 439,593 0 0
NIKE INC CL B 654106103 62,100 993,600 SH   SOLE 993,600 0 0
NORFOLK SOUTHERN CORP COM 655844108 28,431 336,100 SH   SOLE 336,100 0 0
NORTHROP GRUMMAN CORP COM 666807102 31,966 169,300 SH   SOLE 169,300 0 0
NUCOR CORP COM 670346105 604 15,000 SH   SOLE 15,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 18,255 270,000 SH   SOLE 270,000 0 0
OMNICOM GROUP INC COM 681919106 25,959 343,100 SH   SOLE 343,100 0 0
ORACLE CORP COM 68389X105 64,253 1,758,920 SH   SOLE 1,758,920 0 0
PACCAR INC COM 693718108 3,621 76,400 SH   SOLE 76,400 0 0
PEPSICO INC COM 713448108 81,295 813,600 SH   SOLE 813,600 0 0
PERRIGO CO PLC SHS G97822103 13,023 90,000 SH   SOLE 90,000 0 0
PFIZER INC COM 717081103 80,028 2,479,197 SH   SOLE 2,479,197 0 0
PHILIP MORRIS INTL INC COM 718172109 93,422 1,062,700 SH   SOLE 1,062,700 0 0
PNC FINL SVCS GROUP INC COM 693475105 20,520 215,300 SH   SOLE 215,300 0 0
PRAXAIR INC COM 74005P104 46,694 456,000 SH   SOLE 456,000 0 0
PROCTER & GAMBLE CO COM 742718109 119,739 1,507,862 SH   SOLE 1,507,862 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 20,893 540,000 SH   SOLE 540,000 0 0
PULTE GROUP INC COM 745867101 31,007 1,740,000 SH   SOLE 1,740,000 0 0
QUALCOMM INC COM 747525103 49,120 982,700 SH   SOLE 982,700 0 0
RAYTHEON CO COM NEW 755111507 13,698 110,000 SH   SOLE 110,000 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 9,685 121,900 SH   SOLE 121,900 0 0
REXNORD CORP NEW COM 76169B102 24,726 1,364,569 SH   SOLE 1,364,569 0 0
SALESFORCE COM INC COM 79466L302 16,354 208,600 SH   SOLE 208,600 0 0
SCHLUMBERGER LTD COM 806857108 104,409 1,496,900 SH   SOLE 1,496,900 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 21,206 420,000 SH   SOLE 420,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 49,447 2,075,000 SH   SOLE 2,075,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 56,533 290,750 SH   SOLE 290,750 0 0
SOUTHWESTERN ENERGY CO COM 845467109 1,866 262,500 SH   SOLE 262,500 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 32,698 780,000 SH   SOLE 780,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 11,030 365,000 SH   SOLE 365,000 0 0
SPDR SERIES TRUST S&P INS ETF 78464A789 25,701 369,800 SH   SOLE 369,800 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 15,437 219,900 SH   SOLE 219,900 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 24,154 482,400 SH   SOLE 482,400 0 0
STANLEY BLACK & DECKER INC COM 854502101 4,056 38,000 SH   SOLE 38,000 0 0
STARBUCKS CORP COM 855244109 38,995 649,600 SH   SOLE 649,600 0 0
SUNOPTA INC COM 8676EP108 9,384 1,371,900 SH   SOLE 1,371,900 0 0
TE CONNECTIVITY LTD REG SHS H84989104 58,706 908,619 SH   SOLE 908,619 0 0
TEXAS INSTRS INC COM 882508104 40,976 747,600 SH   SOLE 747,600 0 0
TEXTRON INC COM 883203101 5,936 141,300 SH   SOLE 141,300 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 57,336 404,200 SH   SOLE 404,200 0 0
TIFFANY & CO NEW COM 886547108 10,681 140,000 SH   SOLE 140,000 0 0
TIME WARNER CABLE INC COM 88732J207 22,942 123,616 SH   SOLE 123,616 0 0
TRANSOCEAN LTD REG SHS H8817H100 1,919 155,000 SH   SOLE 155,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 40,029 354,682 SH   SOLE 354,682 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 20,316 748,000 SH   SOLE 748,000 0 0
TYCO INTL PLC SHS G91442106 7,504 235,300 SH   SOLE 235,300 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 4,588 24,800 SH   SOLE 24,800 0 0
ULTRA PETROLEUM CORP COM 903914109 852 340,900 SH   SOLE 340,900 0 0
UNION PAC CORP COM 907818108 70,615 903,000 SH   SOLE 903,000 0 0
UNITED CONTL HLDGS INC COM 910047109 27,349 477,300 SH   SOLE 477,300 0 0
UNITED TECHNOLOGIES CORP COM 913017109 50,696 527,700 SH   SOLE 527,700 0 0
UNITEDHEALTH GROUP INC COM 91324P102 29,010 246,600 SH   SOLE 246,600 0 0
US BANCORP DEL COM NEW 902973304 78,150 1,831,500 SH   SOLE 1,831,500 0 0
V F CORP COM 918204108 48,076 772,300 SH   SOLE 772,300 0 0
VALERO ENERGY CORP NEW COM 91913Y100 24,041 340,000 SH   SOLE 340,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 31,669 341,000 SH   SOLE 341,000 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 147,594 3,400,000 SH   SOLE 3,400,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 47,920 1,465,000 SH   SOLE 1,465,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 88,972 1,570,000 SH   SOLE 1,570,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 106,993 2,145,000 SH   SOLE 2,145,000 0 0
VANGUARD WORLD FDS UTILITIES ETF 92204A876 80,723 859,400 SH   SOLE 859,400 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 71,963 1,556,966 SH   SOLE 1,556,966 0 0
VISA INC COM CL A 92826C839 46,359 597,800 SH   SOLE 597,800 0 0
WAL-MART STORES INC COM 931142103 31,011 505,892 SH   SOLE 505,892 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 10,273 1,224,400 SH   SOLE 1,224,400 0 0
WELLS FARGO & CO NEW COM 949746101 120,448 2,215,755 SH   SOLE 2,215,755 0 0
WELLTOWER INC COM 95040Q104 33,634 494,400 SH   SOLE 494,400 0 0
WESTERN DIGITAL CORP COM 958102105 16,634 277,000 SH   SOLE 277,000 0 0
WILLIAMS SONOMA INC COM 969904101 16,939 290,000 SH   SOLE 290,000 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 55,548 764,600 SH   SOLE 764,600 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 59,985 584,704 SH   SOLE 584,704 0 0
ZOETIS INC CL A 98978V103 17,527 365,762 SH   SOLE 365,762 0 0