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 24,058 122,300 SH   SOLE   122,300 0 0
ABBOTT LABS COM 002824100 37,265 611,000 SH   SOLE   611,000 0 0
ABBVIE INC COM 00287Y109 25,312 273,200 SH   SOLE   273,200 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 46,820 286,200 SH   SOLE   286,200 0 0
ADOBE SYS INC COM 00724F101 48,628 199,450 SH   SOLE   199,450 0 0
AETNA INC NEW COM 00817Y108 49,747 271,100 SH   SOLE   271,100 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 28,446 460,000 SH   SOLE   460,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 73,795 594,400 SH   SOLE   594,400 0 0
ALLERGAN PLC SHS G0177J108 110,952 665,500 SH   SOLE   665,500 0 0
ALPHABET INC CAP STK CL C 02079K107 199,548 178,862 SH   SOLE   178,862 0 0
ALPHABET INC CAP STK CL A 02079K305 99,143 87,800 SH   SOLE   87,800 0 0
ALTRIA GROUP INC COM 02209S103 58,000 1,021,300 SH   SOLE   1,021,300 0 0
AMAZON COM INC COM 023135106 281,997 165,900 SH   SOLE   165,900 0 0
AMERICAN TOWER CORP NEW COM 03027X100 51,916 360,100 SH   SOLE   360,100 0 0
AMGEN INC COM 031162100 16,106 87,250 SH   SOLE   87,250 0 0
ANADARKO PETE CORP COM 032511107 48,265 658,900 SH   SOLE   658,900 0 0
ANALOG DEVICES INC COM 032654105 54,077 563,782 SH   SOLE   563,782 0 0
ANTHEM INC COM 036752103 2,499 10,500 SH   SOLE   10,500 0 0
APPLE INC COM 037833100 349,377 1,887,400 SH   SOLE   1,887,400 0 0
APPLIED MATLS INC COM 038222105 28,444 615,800 SH   SOLE   615,800 0 0
AT&T INC COM 00206R102 82,270 2,562,124 SH   SOLE   2,562,124 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 10,597 79,000 SH   SOLE   79,000 0 0
AUTOZONE INC COM 053332102 11,809 17,600 SH   SOLE   17,600 0 0
BANK AMER CORP COM 060505104 153,953 5,461,262 SH   SOLE   5,461,262 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 121,602 651,500 SH   SOLE   651,500 0 0
BIOGEN INC COM 09062X103 68,643 236,500 SH   SOLE   236,500 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 45,669 1,419,600 SH   SOLE   1,419,600 0 0
BOEING CO COM 097023105 71,833 214,100 SH   SOLE   214,100 0 0
BOOKING HLDGS INC COM 09857L108 38,109 18,800 SH   SOLE   18,800 0 0
BOSTON SCIENTIFIC CORP COM 101137107 17,985 550,000 SH   SOLE   550,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 30,995 560,077 SH   SOLE   560,077 0 0
BROADCOM INC COM 11135F101 12,326 50,800 SH   SOLE   50,800 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 4,012 70,000 SH   SOLE   70,000 0 0
CATERPILLAR INC DEL COM 149123101 27,216 200,600 SH   SOLE   200,600 0 0
CELGENE CORP COM 151020104 45,945 578,500 SH   SOLE   578,500 0 0
CERNER CORP COM 156782104 6,212 103,900 SH   SOLE   103,900 0 0
CHEVRON CORP NEW COM 166764100 111,600 882,700 SH   SOLE   882,700 0 0
CIGNA CORPORATION COM 125509109 17,200 101,200 SH   SOLE   101,200 0 0
CISCO SYS INC COM 17275R102 100,536 2,336,400 SH   SOLE   2,336,400 0 0
CITIGROUP INC COM NEW 172967424 125,976 1,882,469 SH   SOLE   1,882,469 0 0
COCA COLA CO COM 191216100 76,532 1,744,900 SH   SOLE   1,744,900 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 82,908 1,049,600 SH   SOLE   1,049,600 0 0
COLGATE PALMOLIVE CO COM 194162103 18,692 288,400 SH   SOLE   288,400 0 0
COMCAST CORP NEW CL A 20030N101 88,242 2,689,500 SH   SOLE   2,689,500 0 0
COSTCO WHSL CORP NEW COM 22160K105 41,545 198,800 SH   SOLE   198,800 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 42,085 390,324 SH   SOLE   390,324 0 0
CVS HEALTH CORP COM 126650100 82,081 1,275,550 SH   SOLE   1,275,550 0 0
DEERE & CO COM 244199105 29,120 208,300 SH   SOLE   208,300 0 0
DEVON ENERGY CORP NEW COM 25179M103 43,032 978,900 SH   SOLE   978,900 0 0
DISNEY WALT CO COM DISNEY 254687106 101,749 970,800 SH   SOLE   970,800 0 0
DOMINION ENERGY INC COM 25746U109 10,909 160,000 SH   SOLE   160,000 0 0
DOWDUPONT INC COM 26078J100 93,861 1,423,859 SH   SOLE   1,423,859 0 0
EATON CORP PLC SHS G29183103 45,901 614,156 SH   SOLE   614,156 0 0
ECOLAB INC COM 278865100 24,502 174,600 SH   SOLE   174,600 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 10,422 71,600 SH   SOLE   71,600 0 0
EXXON MOBIL CORP COM 30231G102 138,566 1,674,906 SH   SOLE   1,674,906 0 0
FACEBOOK INC CL A 30303M102 240,976 1,240,100 SH   SOLE   1,240,100 0 0
FEDEX CORP COM 31428X106 72,341 318,600 SH   SOLE   318,600 0 0
FLEX LTD ORD Y2573F102 30,080 2,131,800 SH   SOLE   2,131,800 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 13,904 1,256,000 SH   SOLE   1,256,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 3,452 200,000 SH   SOLE   200,000 0 0
GENERAL ELECTRIC CO COM 369604103 46,367 3,406,850 SH   SOLE   3,406,850 0 0
GENERAL MTRS CO COM 37045V100 6,777 172,000 SH   SOLE   172,000 0 0
GILEAD SCIENCES INC COM 375558103 38,487 543,300 SH   SOLE   543,300 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 78,876 357,600 SH   SOLE   357,600 0 0
HESS CORP COM 42809H107 38,729 579,000 SH   SOLE   579,000 0 0
HOME DEPOT INC COM 437076102 109,977 563,700 SH   SOLE   563,700 0 0
HONEYWELL INTL INC COM 438516106 64,029 444,500 SH   SOLE   444,500 0 0
HUMANA INC COM 444859102 1,905 6,400 SH   SOLE   6,400 0 0
ILLINOIS TOOL WKS INC COM 452308109 41,826 301,900 SH   SOLE   301,900 0 0
INTEL CORP COM 458140100 40,827 821,300 SH   SOLE   821,300 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 14,459 103,500 SH   SOLE   103,500 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 18,661 39,000 SH   SOLE   39,000 0 0
ISHARES INC MSCI AUST ETF 464286103 45,785 2,025,000 SH   SOLE   2,025,000 0 0
ISHARES TR CORE S&P MCP ETF 464287507 95,325 489,400 SH   SOLE   489,400 0 0
ISHARES TR CORE S&P SCP ETF 464287804 30,588 366,500 SH   SOLE   366,500 0 0
ISHARES TR MSCI ACWI EX US 464288240 58,118 1,230,000 SH   SOLE   1,230,000 0 0
JOHNSON & JOHNSON COM 478160104 119,217 982,500 SH   SOLE   982,500 0 0
JOHNSON CTLS INTL PLC SHS G51502105 1,597 47,750 SH   SOLE   47,750 0 0
JPMORGAN CHASE & CO COM 46625H100 222,389 2,134,250 SH   SOLE   2,134,250 0 0
KINDER MORGAN INC DEL COM 49456B101 34,589 1,957,500 SH   SOLE   1,957,500 0 0
KRAFT HEINZ CO COM 500754106 14,557 231,733 SH   SOLE   231,733 0 0
LENNAR CORP CL A 526057104 45,314 863,100 SH   SOLE   863,100 0 0
LILLY ELI & CO COM 532457108 22,057 258,500 SH   SOLE   258,500 0 0
LOWES COS INC COM 548661107 41,860 438,000 SH   SOLE   438,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 74,894 381,100 SH   SOLE   381,100 0 0
MCDONALDS CORP COM 580135101 50,611 323,000 SH   SOLE   323,000 0 0
MCKESSON CORP COM 58155Q103 37,579 281,700 SH   SOLE   281,700 0 0
MEDTRONIC PLC SHS G5960L103 78,937 922,040 SH   SOLE   922,040 0 0
MERCK & CO INC COM 58933Y105 51,275 844,737 SH   SOLE   844,737 0 0
MICROSOFT CORP COM 594918104 287,399 2,914,500 SH   SOLE   2,914,500 0 0
MONDELEZ INTL INC CL A 609207105 47,006 1,146,500 SH   SOLE   1,146,500 0 0
MORGAN STANLEY COM NEW 617446448 52,391 1,105,300 SH   SOLE   1,105,300 0 0
NETFLIX INC COM 64110L106 35,973 91,900 SH   SOLE   91,900 0 0
NIKE INC CL B 654106103 33,370 418,800 SH   SOLE   418,800 0 0
NORFOLK SOUTHERN CORP COM 655844108 10,983 72,800 SH   SOLE   72,800 0 0
NORTHROP GRUMMAN CORP COM 666807102 53,601 174,200 SH   SOLE   174,200 0 0
NVIDIA CORP COM 67066G104 26,178 110,500 SH   SOLE   110,500 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 32,953 393,800 SH   SOLE   393,800 0 0
OMNICOM GROUP INC COM 681919106 16,612 217,800 SH   SOLE   217,800 0 0
ORACLE CORP COM 68389X105 109,216 2,478,820 SH   SOLE   2,478,820 0 0
PAYPAL HLDGS INC COM 70450Y103 22,899 275,000 SH   SOLE   275,000 0 0
PEPSICO INC COM 713448108 98,429 904,100 SH   SOLE   904,100 0 0
PFIZER INC COM 717081103 113,727 3,134,702 SH   SOLE   3,134,702 0 0
PHILIP MORRIS INTL INC COM 718172109 73,070 905,000 SH   SOLE   905,000 0 0
PIONEER NAT RES CO COM 723787107 40,932 216,300 SH   SOLE   216,300 0 0
PNC FINL SVCS GROUP INC COM 693475105 28,858 213,600 SH   SOLE   213,600 0 0
PRAXAIR INC COM 74005P104 52,570 332,400 SH   SOLE   332,400 0 0
PROCTER AND GAMBLE CO COM 742718109 108,444 1,389,237 SH   SOLE   1,389,237 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 31,472 581,300 SH   SOLE   581,300 0 0
PULTE GROUP INC COM 745867101 7,444 258,900 SH   SOLE   258,900 0 0
QUALCOMM INC COM 747525103 86,718 1,545,200 SH   SOLE   1,545,200 0 0
RAYTHEON CO COM NEW 755111507 22,080 114,300 SH   SOLE   114,300 0 0
SALESFORCE COM INC COM 79466L302 15,482 113,500 SH   SOLE   113,500 0 0
SCHLUMBERGER LTD COM 806857108 93,163 1,389,863 SH   SOLE   1,389,863 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2,530 49,100 SH   SOLE   49,100 0 0
SIMON PPTY GROUP INC NEW COM 828806109 55,762 327,644 SH   SOLE   327,644 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 30,153 494,300 SH   SOLE   494,300 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 13,719 318,600 SH   SOLE   318,600 0 0
SPDR SERIES TRUST OILGAS EQUIP 78464A748 22,624 1,334,000 SH   SOLE   1,334,000 0 0
SPDR SERIES TRUST S&P INS ETF 78464A789 68,269 2,290,900 SH   SOLE   2,290,900 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 10,947 115,000 SH   SOLE   115,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 24,982 290,800 SH   SOLE   290,800 0 0
STARBUCKS CORP COM 855244109 44,278 906,400 SH   SOLE   906,400 0 0
SUNOPTA INC COM 8676EP108 18,239 2,171,400 SH   SOLE   2,171,400 0 0
TE CONNECTIVITY LTD REG SHS H84989104 16,929 187,975 SH   SOLE   187,975 0 0
TEXAS INSTRS INC COM 882508104 52,204 473,500 SH   SOLE   473,500 0 0
TEXTRON INC COM 883203101 8,456 128,300 SH   SOLE   128,300 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 64,027 309,100 SH   SOLE   309,100 0 0
TJX COS INC NEW COM 872540109 43,022 452,000 SH   SOLE   452,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 27,243 222,682 SH   SOLE   222,682 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 60,303 1,213,600 SH   SOLE   1,213,600 0 0
ULTA BEAUTY INC COM 90384S303 13,564 58,100 SH   SOLE   58,100 0 0
UNION PAC CORP COM 907818108 71,205 502,579 SH   SOLE   502,579 0 0
UNITED CONTL HLDGS INC COM 910047109 30,158 432,500 SH   SOLE   432,500 0 0
UNITED PARCEL SERVICE INC CL B 911312106 50,874 478,900 SH   SOLE   478,900 0 0
UNITED TECHNOLOGIES CORP COM 913017109 70,586 564,552 SH   SOLE   564,552 0 0
UNITEDHEALTH GROUP INC COM 91324P102 108,686 443,000 SH   SOLE   443,000 0 0
US BANCORP DEL COM NEW 902973304 70,073 1,400,900 SH   SOLE   1,400,900 0 0
V F CORP COM 918204108 8,559 105,000 SH   SOLE   105,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 33,027 298,000 SH   SOLE   298,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 43,429 376,300 SH   SOLE   376,300 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 268,116 5,172,000 SH   SOLE   5,172,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 70,685 1,675,000 SH   SOLE   1,675,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 99,371 1,420,000 SH   SOLE   1,420,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 114,786 2,045,000 SH   SOLE   2,045,000 0 0
VANGUARD WORLD FDS UTILITIES ETF 92204A876 116,621 1,005,700 SH   SOLE   1,005,700 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 71,332 1,417,866 SH   SOLE   1,417,866 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 30,185 177,600 SH   SOLE   177,600 0 0
VISA INC COM CL A 92826C839 133,483 1,007,800 SH   SOLE   1,007,800 0 0
WALMART INC COM 931142103 23,219 271,092 SH   SOLE   271,092 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 11,087 3,369,700 SH   SOLE   3,369,700 0 0
WELLS FARGO CO NEW COM 949746101 154,809 2,792,339 SH   SOLE   2,792,339 0 0
WELLTOWER INC COM 95040Q104 34,292 547,000 SH   SOLE   547,000 0 0
WESTERN DIGITAL CORP COM 958102105 23,470 303,200 SH   SOLE   303,200 0 0
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 9,727 374,700 SH   SOLE   374,700 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 16,447 371,500 SH   SOLE   371,500 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 21,856 371,500 SH   SOLE   371,500 0 0