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
ABBOTT LABORATORIES COM 002824100 25,134 229,558 SH   SOLE   229,558 0 0
ABBVIE INC COM 00287Y109 60,574 565,319 SH   SOLE   565,319 0 0
ADOBE SYSTEMS INC COM 00724F101 58,604 117,180 SH   SOLE   117,180 0 0
ADVANCED MICRO DEVIC COM 007903107 45,945 500,984 SH   SOLE   500,984 0 0
AERCAP HOLDINGS NV COM N00985106 121 2,658 SH   SOLE   2,658 0 0
AFLAC INC COM 001055102 2,401 53,996 SH   SOLE   53,996 0 0
AGILENT TECHNOLOGIES COM 00846U101 2,674 22,569 SH   SOLE   22,569 0 0
ALEXION PHARMACEUTIC COM 015351109 3,912 25,038 SH   SOLE   25,038 0 0
ALIBABA GROUP HOLDIN COM 01609W102 1,117 4,800 SH   SOLE   4,800 0 0
ALLSTATE CORP/THE COM 020002101 2,639 24,008 SH   SOLE   24,008 0 0
AMAZON.COM INC COM 023135106 186,736 57,335 SH   SOLE   57,335 0 0
AMERICAN EXPRESS CO COM 025816109 3,985 32,961 SH   SOLE   32,961 0 0
AMERICAN INTERNATION COM 026874784 2,402 63,442 SH   SOLE   63,442 0 0
AMERICAN TOWER CORP COM 03027X100 3,551 15,819 SH   SOLE   15,819 0 0
AMERISOURCEBERGEN CO COM 03073E105 1,114 11,395 SH   SOLE   11,395 0 0
AMGEN INC COM 031162100 15,175 66,000 SH   SOLE   66,000 0 0
ANALOG DEVICES INC COM 032654105 12,844 86,940 SH   SOLE   86,940 0 0
ANTHEM INC COM 036752103 5,991 18,657 SH   SOLE   18,657 0 0
AON CORP A G0403H108 3,634 17,200 SH   SOLE   17,200 0 0
APPLE COMPUTER INC COM 037833100 212,687 1,602,888 SH   SOLE   1,602,888 0 0
APPLIED MATERIALS IN COM 038222105 44,716 518,143 SH   SOLE   518,143 0 0
APTIV PLC COM G6095L109 2,033 15,607 SH   SOLE   15,607 0 0
ARCHER-DANIELS-MIDLA COM 039483102 2,048 40,620 SH   SOLE   40,620 0 0
AT&T CORP COM 00206R102 28,760 1,000,000 SH   SOLE   1,000,000 0 0
AUTODESK INC COM 052769106 9,776 32,017 SH   SOLE   32,017 0 0
AUTOMATIC DATA PROCE COM 053015103 5,576 31,647 SH   SOLE   31,647 0 0
AVALONBAY COMMUNITIE COM 053484101 1,634 10,186 SH   SOLE   10,186 0 0
BANK OF AMERICA CORP COM 060505104 40,303 1,329,693 SH   SOLE   1,329,693 0 0
BANK OF NEW YORK CO COM 064058100 2,626 61,874 SH   SOLE   61,874 0 0
BAXTER INTERNATIONAL COM 071813109 2,838 35,373 SH   SOLE   35,373 0 0
BB&T CORP COM 89832Q109 4,688 97,802 SH   SOLE   97,802 0 0
BECTON DICKINSON & C COM 075887109 4,926 19,688 SH   SOLE   19,688 0 0
BERKSHIRE HATHAWAY I COM 084670702 16,719 72,105 SH   SOLE   72,105 0 0
BEYOND MEAT INC COM 08862E109 3,750 30,000 SH   SOLE   30,000 0 0
BIOGEN IDEC INC COM 09062X103 4,965 20,278 SH   SOLE   20,278 0 0
BOEING CO COM 097023105 3,808 17,789 SH   SOLE   17,789 0 0
BOSTON PROPERTIES IN COM 101121101 1,066 11,273 SH   SOLE   11,273 0 0
BOSTON SCIENTIFIC CO COM 101137107 8,398 233,589 SH   SOLE   233,589 0 0
BRISTOL-MYERS SQUIBB COM 110122108 15,344 247,368 SH   SOLE   247,368 0 0
CARDINAL HEALTH INC COM 14149Y108 1,165 21,743 SH   SOLE   21,743 0 0
CARRIER GLOBAL CORP COM 14448C104 2,255 59,780 SH   SOLE   59,780 0 0
CATERPILLAR INC COM 149123101 17,843 98,030 SH   SOLE   98,030 0 0
CENTENE CORP COM 15135B101 1,811 30,164 SH   SOLE   30,164 0 0
CERNER CORP COM 156782104 1,822 23,220 SH   SOLE   23,220 0 0
CERTEGY INC COM 31620M106 4,385 31,000 SH   SOLE   31,000 0 0
CHARLES SCHWAB CORP/ COM 808513105 9,271 174,799 SH   SOLE   174,799 0 0
CHARTER COMMUNICATIO A 16119P108 17,356 26,236 SH   SOLE   26,236 0 0
CHICAGO MERCANTILE E COM 12572Q105 9,214 50,615 SH   SOLE   50,615 0 0
CHUBB CORP COM H1467J104 5,116 33,237 SH   SOLE   33,237 0 0
COCA-COLA CO/THE COM 191216100 55,936 1,019,985 SH   SOLE   1,019,985 0 0
COCA-COLA EUROPEAN P COM 191241108 209 4,190 SH   SOLE   4,190 0 0
COGNIZANT TECHNOLOGY A 192446102 3,301 40,278 SH   SOLE   40,278 0 0
COLGATE-PALMOLIVE CO COM 194162103 5,083 59,446 SH   SOLE   59,446 0 0
COMCAST CORP A 20030N101 20,671 394,492 SH   SOLE   394,492 0 0
COSTCO WHOLESALE COR COM 22160K105 6,474 17,183 SH   SOLE   17,183 0 0
CROWN CASTLE INTERNA COM 22822V101 4,827 30,321 SH   SOLE   30,321 0 0
CVS CORP COM 126650100 6,478 94,845 SH   SOLE   94,845 0 0
DANAHER CORP COM 235851102 20,044 90,230 SH   SOLE   90,230 0 0
DEERE & CO COM 244199105 3,363 12,500 SH   SOLE   12,500 0 0
DIGITAL REALTY TRUST COM 253868103 2,120 15,195 SH   SOLE   15,195 0 0
DISCOVERY COMMUNICAT A 25470F104 22,568 750,000 SH   SOLE   750,000 0 0
DOLLAR GENERAL CORP COM 256677105 3,943 18,748 SH   SOLE   18,748 0 0
ECOLAB INC COM 278865100 4,327 20,000 SH   SOLE   20,000 0 0
EDWARDS LIFESCIENCES COM 28176E108 2,418 26,500 SH   SOLE   26,500 0 0
ELECTRONIC ARTS INC COM 285512109 5,599 38,993 SH   SOLE   38,993 0 0
ELI LILLY & CO COM 532457108 31,829 188,516 SH   SOLE   188,516 0 0
EMERSON ELECTRIC CO COM 291011104 20,313 252,746 SH   SOLE   252,746 0 0
ENERGY SELECT SECTOR COM 81369Y506 739 19,500 SH   SOLE   19,500 0 0
EQUINIX INC COM 29444U700 4,499 6,300 SH   SOLE   6,300 0 0
EQUITY RESIDENTIAL COM 29476L107 1,603 27,047 SH   SOLE   27,047 0 0
ESTEE LAUDER COS INC A 518439104 11,482 43,133 SH   SOLE   43,133 0 0
FACEBOOK INC A 30303M102 88,716 324,778 SH   SOLE   324,778 0 0
FAIR ISAAC CORP COM 303250104 4,804 9,400 SH   SOLE   9,400 0 0
FEDEX CORP COM 31428X106 11,183 43,074 SH   SOLE   43,074 0 0
FINANCIAL SELECT SEC COM 81369Y605 60,287 2,045,000 SH   SOLE   2,045,000 0 0
FIRST REPUBLIC BANK/ COM 33616C100 7,493 51,000 SH   SOLE   51,000 0 0
FORTINET INC COM 34959E109 762 5,131 SH   SOLE   5,131 0 0
FPL GROUP INC COM 65339F101 10,030 130,000 SH   SOLE   130,000 0 0
GENERAL DYNAMICS COR COM 369550108 2,665 17,905 SH   SOLE   17,905 0 0
GENERAL MOTORS CORP COM 37045V100 23,265 558,711 SH   SOLE   558,711 0 0
GILEAD SCIENCES INC COM 375558103 7,313 125,524 SH   SOLE   125,524 0 0
GLOBAL PAYMENTS INC COM 37940X102 8,582 39,840 SH   SOLE   39,840 0 0
GOLDMAN SACHS GROUP COM 38141G104 33,928 128,656 SH   SOLE   128,656 0 0
GOOGLE INC C 02079K107 39,941 22,799 SH   SOLE   22,799 0 0
GOOGLE INC A 02079K305 91,591 52,259 SH   SOLE   52,259 0 0
HARRIS CORP COM 502431109 3,078 16,284 SH   SOLE   16,284 0 0
HCA INC COM 40412C101 3,272 19,895 SH   SOLE   19,895 0 0
HDFC BANK LTD COM 40415F101 4,697 65,000 SH   SOLE   65,000 0 0
HEALTH CARE REIT INC COM 95040Q104 14,188 219,555 SH   SOLE   219,555 0 0
HEALTH CARE SELECT S COM 81369Y209 59,443 524,000 SH   SOLE   524,000 0 0
HOME DEPOT INC COM 437076102 26,527 99,870 SH   SOLE   99,870 0 0
HONEYWELL INTERNATIO COM 438516106 6,907 32,473 SH   SOLE   32,473 0 0
HUMANA INC COM 444859102 4,042 9,852 SH   SOLE   9,852 0 0
IDEXX LABORATORIES I COM 45168D104 2,399 4,800 SH   SOLE   4,800 0 0
ILLUMINA INC COM 452327109 6,220 16,812 SH   SOLE   16,812 0 0
INTEL CORP COM 458140100 5,307 106,527 SH   SOLE   106,527 0 0
INTERCONTINENTALEXCH COM 45866F104 11,975 103,870 SH   SOLE   103,870 0 0
INTUIT INC COM 461202103 45,842 120,685 SH   SOLE   120,685 0 0
INTUITIVE SURGICAL I COM 46120E602 6,876 8,405 SH   SOLE   8,405 0 0
ISHARES MSCI EMERGIN COM 464287234 47,115 911,849 SH   SOLE   911,849 0 0
ISHARES RUSSELL 2000 COM 464287655 93,913 479,000 SH   SOLE   479,000 0 0
JOHNSON & JOHNSON COM 478160104 19,737 125,408 SH   SOLE   125,408 0 0
JOHNSON CONTROLS INC A 479167108 17,380 373,031 SH   SOLE   373,031 0 0
JPMORGAN CHASE & CO COM 46625H100 80,932 636,908 SH   SOLE   636,908 0 0
KEYSIGHT TECHNOLOGIE COM 49338L103 16,511 125,000 SH   SOLE   125,000 0 0
KIMBERLY-CLARK CORP COM 494368103 3,385 25,102 SH   SOLE   25,102 0 0
KLA-TENCOR CORP COM 482480100 19,910 76,901 SH   SOLE   76,901 0 0
LAM RESEARCH CORP COM 512807108 18,604 39,393 SH   SOLE   39,393 0 0
LENNAR CORP A 526057104 25,918 340,000 SH   SOLE   340,000 0 0
LIBERTY GLOBAL INC COM 531229409 18,920 800,000 SH   SOLE   800,000 0 0
LOCKHEED MARTIN CORP COM 539830109 6,580 18,536 SH   SOLE   18,536 0 0
LOWE'S COS INC COM 548661107 17,109 106,593 SH   SOLE   106,593 0 0
LYONDELLBASELL INDUS COM N53745100 1,793 19,559 SH   SOLE   19,559 0 0
MARKIT LTD COM G47567105 2,496 27,789 SH   SOLE   27,789 0 0
MARRIOTT INTERNATION A 571903202 11,873 90,000 SH   SOLE   90,000 0 0
MARSH & MCLENNAN COS COM 571748102 4,320 36,924 SH   SOLE   36,924 0 0
MARTIN MARIETTA MATE COM 573284106 10,280 36,200 SH   SOLE   36,200 0 0
MASTERCARD INC A 57636Q104 48,590 136,129 SH   SOLE   136,129 0 0
MCDONALD'S CORP COM 580135101 23,445 109,259 SH   SOLE   109,259 0 0
MCGRAW-HILL COS INC/ COM 78409V104 11,164 33,962 SH   SOLE   33,962 0 0
MCKESSON CORP COM 58155Q103 5,824 33,485 SH   SOLE   33,485 0 0
MDC HOLDINGS INC COM 552676108 7,290 150,000 SH   SOLE   150,000 0 0
MEDTRONIC INC COM G5960L103 18,474 157,706 SH   SOLE   157,706 0 0
MERCADOLIBRE INC COM 58733R102 5,465 3,262 SH   SOLE   3,262 0 0
MERCK & CO INC COM 58933Y105 21,448 262,203 SH   SOLE   262,203 0 0
METLIFE INC COM 59156R108 2,725 58,051 SH   SOLE   58,051 0 0
METROPCS COMMUNICATI COM 872590104 21,769 161,432 SH   SOLE   161,432 0 0
MICRON TECHNOLOGY IN COM 595112103 46,939 624,358 SH   SOLE   624,358 0 0
MICROSOFT CORP COM 594918104 240,944 1,083,283 SH   SOLE   1,083,283 0 0
MONGODB INC A 60937P106 8,617 24,000 SH   SOLE   24,000 0 0
MOODY'S CORP COM 615369105 5,926 20,418 SH   SOLE   20,418 0 0
MORGAN STANLEY COM 617446448 62,390 910,401 SH   SOLE   910,401 0 0
MSCI INC COM 55354G100 2,411 5,400 SH   SOLE   5,400 0 0
NETFLIX INC COM 64110L106 6,756 12,494 SH   SOLE   12,494 0 0
NICE LTD COM 653656108 5,245 18,500 SH   SOLE   18,500 0 0
NIKE INC B 654106103 25,507 180,298 SH   SOLE   180,298 0 0
NORTHROP GRUMMAN COR COM 666807102 3,572 11,723 SH   SOLE   11,723 0 0
NVIDIA CORP COM 67066G104 25,858 49,517 SH   SOLE   49,517 0 0
ORACLE CORP COM 68389X105 43,989 680,000 SH   SOLE   680,000 0 0
OTIS WORLDWIDE CORP COM 68902V107 2,019 29,890 SH   SOLE   29,890 0 0
PAYPAL HOLDINGS INC COM 70450Y103 37,969 162,124 SH   SOLE   162,124 0 0
PEPSICO INC COM 713448108 27,134 182,968 SH   SOLE   182,968 0 0
PFIZER INC COM 717081103 18,253 495,869 SH   SOLE   495,869 0 0
PINTEREST INC A 72352L106 29,655 450,000 SH   SOLE   450,000 0 0
PNC FINANCIAL SERVIC COM 693475105 4,838 32,472 SH   SOLE   32,472 0 0
PRICELINE.COM INC COM 09857L108 4,900 2,200 SH   SOLE   2,200 0 0
PROCTER & GAMBLE CO COM 742718109 67,691 486,493 SH   SOLE   486,493 0 0
PROGRESSIVE CORP/THE COM 743315103 4,216 42,639 SH   SOLE   42,639 0 0
PROLOGIS COM 74340W103 6,879 69,028 SH   SOLE   69,028 0 0
PRUDENTIAL FINANCIAL COM 744320102 2,289 29,318 SH   SOLE   29,318 0 0
PUBLIC STORAGE INC COM 74460D109 2,647 11,461 SH   SOLE   11,461 0 0
QUALCOMM INC COM 747525103 28,740 188,657 SH   SOLE   188,657 0 0
RAYMOND JAMES FUNDS COM 754730109 65,446 5,022,704 SH   SOLE   5,022,704 0 0
RAYTHEON TECHNOLOGIE COM 75513E101 7,667 107,209 SH   SOLE   107,209 0 0
REGENERON PHARMACEUT COM 75886F107 4,373 9,052 SH   SOLE   9,052 0 0
REPUBLIC SERVICES IN COM 760759100 1,577 16,375 SH   SOLE   16,375 0 0
ROPER INDUSTRIES INC COM 776696106 3,270 7,585 SH   SOLE   7,585 0 0
SALESFORCE.COM INC COM 79466L302 21,287 95,661 SH   SOLE   95,661 0 0
SBA COMMUNICATIONS C A 78410G104 2,327 8,249 SH   SOLE   8,249 0 0
SHERWIN-WILLIAMS CO/ COM 824348106 9,006 12,255 SH   SOLE   12,255 0 0
SIMON PROPERTY GROUP COM 828806109 1,916 22,464 SH   SOLE   22,464 0 0
SOUTHWEST AIRLINES C COM 844741108 27,415 588,186 SH   SOLE   588,186 0 0
SPDR TRUST SERIES 1 COM 78462F103 254,238 680,000 SH   SOLE   680,000 0 0
SQUARE INC A 852234103 7,617 35,000 SH   SOLE   35,000 0 0
ST PAUL TRAVELERS CO COM 89417E109 2,666 18,990 SH   SOLE   18,990 0 0
STRYKER CORP COM 863667101 6,017 24,555 SH   SOLE   24,555 0 0
SYNOPSYS INC COM 871607107 3,501 13,505 SH   SOLE   13,505 0 0
TERADYNE INC COM 880770102 19,182 160,000 SH   SOLE   160,000 0 0
TESLA MOTORS INC COM 88160R101 18,728 26,540 SH   SOLE   26,540 0 0
TEXAS INSTRUMENTS IN COM 882508104 4,945 30,131 SH   SOLE   30,131 0 0
THERMO ELECTRON CORP COM 883556102 23,287 49,995 SH   SOLE   49,995 0 0
TJX COS INC COM 872540109 6,829 100,000 SH   SOLE   100,000 0 0
TRANE TECHNOLOGIES P COM G8994E103 8,074 55,618 SH   SOLE   55,618 0 0
TRIMBLE NAVIGATION L COM 896239100 23,036 345,000 SH   SOLE   345,000 0 0
TSMC COM 874039100 9,705 89,000 SH   SOLE   89,000 0 0
TWITTER INC COM 90184L102 2,900 53,557 SH   SOLE   53,557 0 0
TYCO ELECTRONICS LTD COM H84989104 30,873 255,000 SH   SOLE   255,000 0 0
UNITED PARCEL SERVIC B 911312106 8,576 50,929 SH   SOLE   50,929 0 0
UNITEDHEALTH GROUP I COM 91324P102 46,115 131,501 SH   SOLE   131,501 0 0
WALGREEN CO COM 931427108 2,233 55,986 SH   SOLE   55,986 0 0
WALT DISNEY CO COM 254687106 34,793 192,034 SH   SOLE   192,034 0 0
VANECK VECTORS RUSSI COM 92189F403 942 39,000 SH   SOLE   39,000 0 0
WELLS FARGO & CO COM 949746101 25,653 850,000 SH   SOLE   850,000 0 0
VEONEER INC COM 92336X109 2,130 100,000 SH   SOLE   100,000 0 0
VERIZON COMMUNICATIO COM 92343V104 27,496 468,015 SH   SOLE   468,015 0 0
VERTEX PHARMACEUTICA COM 92532F100 6,775 28,666 SH   SOLE   28,666 0 0
WEYERHAEUSER CO COM 962166104 1,822 54,328 SH   SOLE   54,328 0 0
VF CORP COM 918204108 8,087 94,683 SH   SOLE   94,683 0 0
VIATRIS INC COM 92556V106 1,153 61,526 SH   SOLE   61,526 0 0
WILLIAMS COS INC COM 969457100 7,882 393,096 SH   SOLE   393,096 0 0
WILLIS GROUP HOLDING COM 970646105 1,982 9,407 SH   SOLE   9,407 0 0
VISA INC A 92826C839 46,304 211,694 SH   SOLE   211,694 0 0
VULCAN MATERIALS CO COM 929160109 11,865 80,000 SH   SOLE   80,000 0 0
XILINX INC COM 983919101 5,671 40,000 SH   SOLE   40,000 0 0
ZIMMER HOLDINGS INC COM 98956P102 2,307 14,973 SH   SOLE   14,973 0 0
ZOETIS INC A 98978V103 6,755 40,814 SH   SOLE   40,814 0 0
ZSCALER INC COM 98980G102 5,991 30,000 SH   SOLE   30,000 0 0