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 27,510 229,558 SH   SOLE   229,558 0 0
ABBVIE INC COM 00287Y109 79,360 733,319 SH   SOLE   733,319 0 0
ADOBE SYSTEMS INC COM 00724F101 104,905 220,680 SH   SOLE   220,680 0 0
ADVANCED MICRO DEVIC COM 007903107 35,430 451,332 SH   SOLE   451,332 0 0
AFLAC INC COM 001055102 2,764 53,996 SH   SOLE   53,996 0 0
AGILENT TECHNOLOGIES COM 00846U101 2,869 22,569 SH   SOLE   22,569 0 0
ALEXION PHARMACEUTIC COM 015351109 3,829 25,038 SH   SOLE   25,038 0 0
ALIBABA GROUP HOLDIN COM 01609W102 907 4,000 SH   SOLE   4,000 0 0
ALLSTATE CORP/THE COM 020002101 2,759 24,008 SH   SOLE   24,008 0 0
AMAZON.COM INC COM 023135106 177,244 57,285 SH   SOLE   57,285 0 0
AMERICAN EXPRESS CO COM 025816109 4,662 32,961 SH   SOLE   32,961 0 0
AMERICAN INTERNATION COM 026874784 2,932 63,442 SH   SOLE   63,442 0 0
AMERISOURCEBERGEN CO COM 03073E105 1,345 11,395 SH   SOLE   11,395 0 0
AMGEN INC COM 031162100 16,421 66,000 SH   SOLE   66,000 0 0
ANALOG DEVICES INC COM 032654105 13,483 86,940 SH   SOLE   86,940 0 0
ANTHEM INC COM 036752103 6,697 18,657 SH   SOLE   18,657 0 0
AON CORP A G0403H108 3,958 17,200 SH   SOLE   17,200 0 0
APPLE COMPUTER INC COM 037833100 178,057 1,457,688 SH   SOLE   1,457,688 0 0
APPLIED MATERIALS IN COM 038222105 71,094 532,143 SH   SOLE   532,143 0 0
APTIV PLC COM G6095L109 6,289 45,607 SH   SOLE   45,607 0 0
ARCHER-DANIELS-MIDLA COM 039483102 2,315 40,620 SH   SOLE   40,620 0 0
AT&T CORP COM 00206R102 12,108 400,000 SH   SOLE   400,000 0 0
AUTODESK INC COM 052769106 26,888 97,017 SH   SOLE   97,017 0 0
AUTOMATIC DATA PROCE COM 053015103 5,965 31,647 SH   SOLE   31,647 0 0
BANK OF AMERICA CORP COM 060505104 43,708 1,129,693 SH   SOLE   1,129,693 0 0
BANK OF NEW YORK CO COM 064058100 2,926 61,874 SH   SOLE   61,874 0 0
BAXTER INTERNATIONAL COM 071813109 2,983 35,373 SH   SOLE   35,373 0 0
BB&T CORP COM 89832Q109 5,704 97,802 SH   SOLE   97,802 0 0
BECTON DICKINSON & C COM 075887109 4,787 19,688 SH   SOLE   19,688 0 0
BERKSHIRE HATHAWAY I COM 084670702 18,421 72,105 SH   SOLE   72,105 0 0
BEYOND MEAT INC COM 08862E109 3,904 30,000 SH   SOLE   30,000 0 0
BIOGEN IDEC INC COM 09062X103 5,673 20,278 SH   SOLE   20,278 0 0
BOEING CO COM 097023105 4,531 17,789 SH   SOLE   17,789 0 0
BOSTON SCIENTIFIC CO COM 101137107 7,714 199,589 SH   SOLE   199,589 0 0
BRISTOL-MYERS SQUIBB COM 110122108 15,616 247,368 SH   SOLE   247,368 0 0
CARDINAL HEALTH INC COM 14149Y108 1,321 21,743 SH   SOLE   21,743 0 0
CARRIER GLOBAL CORP COM 14448C104 2,524 59,780 SH   SOLE   59,780 0 0
CATERPILLAR INC COM 149123101 29,686 128,030 SH   SOLE   128,030 0 0
CENTENE CORP COM 15135B101 8,319 130,164 SH   SOLE   130,164 0 0
CERNER CORP COM 156782104 1,669 23,220 SH   SOLE   23,220 0 0
CERTEGY INC COM 31620M106 4,500 32,000 SH   SOLE   32,000 0 0
CHARLES SCHWAB CORP/ COM 808513105 10,285 157,799 SH   SOLE   157,799 0 0
CHARTER COMMUNICATIO A 16119P108 4,465 7,236 SH   SOLE   7,236 0 0
CHICAGO MERCANTILE E COM 12572Q105 9,112 44,615 SH   SOLE   44,615 0 0
CHUBB CORP COM H1467J104 5,250 33,237 SH   SOLE   33,237 0 0
CISCO SYSTEMS INC COM 17275R102 41,368 800,000 SH   SOLE   800,000 0 0
CITIGROUP INC COM 172967424 10,913 150,000 SH   SOLE   150,000 0 0
COCA-COLA CO/THE COM 191216100 53,763 1,019,985 SH   SOLE   1,019,985 0 0
COCA-COLA EUROPEAN P COM 191241108 799 15,312 SH   SOLE   15,312 0 0
COLGATE-PALMOLIVE CO COM 194162103 4,686 59,446 SH   SOLE   59,446 0 0
COMCAST CORP A 20030N101 10,524 194,492 SH   SOLE   194,492 0 0
COSTCO WHOLESALE COR COM 22160K105 6,057 17,183 SH   SOLE   17,183 0 0
CVS CORP COM 126650100 7,135 94,845 SH   SOLE   94,845 0 0
DANAHER CORP COM 235851102 20,309 90,230 SH   SOLE   90,230 0 0
DATADOG INC COM 23804L103 6,667 80,000 SH   SOLE   80,000 0 0
DEERE & CO COM 244199105 3,667 9,800 SH   SOLE   9,800 0 0
DOLLAR GENERAL CORP COM 256677105 3,799 18,748 SH   SOLE   18,748 0 0
EATON CORP COM 278279104 2,807 20,300 SH   SOLE   20,300 0 0
ECOLAB INC COM 278865100 3,768 17,600 SH   SOLE   17,600 0 0
EDWARDS LIFESCIENCES COM 28176E108 2,216 26,500 SH   SOLE   26,500 0 0
ELECTRONIC ARTS INC COM 285512109 5,278 38,993 SH   SOLE   38,993 0 0
ELI LILLY & CO COM 532457108 51,098 273,516 SH   SOLE   273,516 0 0
EMERSON ELECTRIC CO COM 291011104 28,757 318,746 SH   SOLE   318,746 0 0
ENERGY SELECT SECTOR COM 81369Y506 859 17,500 SH   SOLE   17,500 0 0
EQUINIX INC COM 29444U700 3,262 4,800 SH   SOLE   4,800 0 0
ESTEE LAUDER COS INC A 518439104 9,811 33,733 SH   SOLE   33,733 0 0
FACEBOOK INC A 30303M102 136,597 463,778 SH   SOLE   463,778 0 0
FAIR ISAAC CORP COM 303250104 1,410 2,900 SH   SOLE   2,900 0 0
FEDEX CORP COM 31428X106 12,235 43,074 SH   SOLE   43,074 0 0
FIRST REPUBLIC BANK/ COM 33616C100 6,837 41,000 SH   SOLE   41,000 0 0
FLUOR CORP COM 343412102 13,854 600,000 SH   SOLE   600,000 0 0
FORTINET INC COM 34959E109 946 5,131 SH   SOLE   5,131 0 0
FPL GROUP INC COM 65339F101 36,293 480,000 SH   SOLE   480,000 0 0
GENERAL MOTORS CORP COM 37045V100 40,723 708,711 SH   SOLE   708,711 0 0
GILEAD SCIENCES INC COM 375558103 8,113 125,524 SH   SOLE   125,524 0 0
GLOBAL PAYMENTS INC COM 37940X102 8,031 39,840 SH   SOLE   39,840 0 0
GOLDMAN SACHS GROUP COM 38141G104 26,375 80,656 SH   SOLE   80,656 0 0
GOOGLE INC C 02079K107 47,163 22,799 SH   SOLE   22,799 0 0
GOOGLE INC A 02079K305 128,761 62,429 SH   SOLE   62,429 0 0
HCA INC COM 40412C101 3,747 19,895 SH   SOLE   19,895 0 0
HDFC BANK LTD COM 40415F101 3,729 48,000 SH   SOLE   48,000 0 0
HEALTH CARE REIT INC COM 95040Q104 12,145 169,555 SH   SOLE   169,555 0 0
HEALTH CARE SELECT S COM 81369Y209 73,079 626,000 SH   SOLE   626,000 0 0
HOME DEPOT INC COM 437076102 29,020 95,070 SH   SOLE   95,070 0 0
HONEYWELL INTERNATIO COM 438516106 7,049 32,473 SH   SOLE   32,473 0 0
HORIZON PHARMA INC COM 44045A102 11,965 130,000 SH   SOLE   130,000 0 0
HUMANA INC COM 444859102 4,130 9,852 SH   SOLE   9,852 0 0
IDEXX LABORATORIES I COM 45168D104 2,349 4,800 SH   SOLE   4,800 0 0
ILLUMINA INC COM 452327109 6,457 16,812 SH   SOLE   16,812 0 0
INDUSTRIAL SELECT SE COM 81369Y704 34,458 350,000 SH   SOLE   350,000 0 0
INTEL CORP COM 458140100 10,018 156,527 SH   SOLE   156,527 0 0
INTERCONTINENTALEXCH COM 45866F104 5,026 45,000 SH   SOLE   45,000 0 0
INTUIT INC COM 461202103 3,831 10,000 SH   SOLE   10,000 0 0
INTUITIVE SURGICAL I COM 46120E602 6,211 8,405 SH   SOLE   8,405 0 0
ISHARES MSCI EMERGIN COM 464287234 62,141 1,165,000 SH   SOLE   1,165,000 0 0
ISHARES MSCI JAPAN E COM 46434G822 68,520 1,000,000 SH   SOLE   1,000,000 0 0
ISHARES RUSSELL 2000 COM 464287655 44,188 200,000 SH   SOLE   200,000 0 0
JOHNSON & JOHNSON COM 478160104 19,296 117,408 SH   SOLE   117,408 0 0
JOHNSON CONTROLS INC A 479167108 16,590 278,031 SH   SOLE   278,031 0 0
JPMORGAN CHASE & CO COM 46625H100 100,077 657,408 SH   SOLE   657,408 0 0
KEYSIGHT TECHNOLOGIE COM 49338L103 17,925 125,000 SH   SOLE   125,000 0 0
KIMBERLY-CLARK CORP COM 494368103 3,490 25,102 SH   SOLE   25,102 0 0
KLA-TENCOR CORP COM 482480100 25,408 76,901 SH   SOLE   76,901 0 0
LAM RESEARCH CORP COM 512807108 35,353 59,393 SH   SOLE   59,393 0 0
LENNAR CORP A 526057104 30,369 300,000 SH   SOLE   300,000 0 0
LIBERTY GLOBAL INC COM 531229AF9 20,432 800,000 SH   SOLE   800,000 0 0
LOWE'S COS INC COM 548661107 20,272 106,593 SH   SOLE   106,593 0 0
LYONDELLBASELL INDUS COM N53745100 2,035 19,559 SH   SOLE   19,559 0 0
M&T BANK CORP COM 55261F104 1,364 9,000 SH   SOLE   9,000 0 0
MARKIT LTD COM G47567105 2,689 27,789 SH   SOLE   27,789 0 0
MARRIOTT INTERNATION A 571903202 13,330 90,000 SH   SOLE   90,000 0 0
MARSH & MCLENNAN COS COM 571748102 4,497 36,924 SH   SOLE   36,924 0 0
MARTIN MARIETTA MATE COM 573284106 2,754 8,200 SH   SOLE   8,200 0 0
MASTERCARD INC A 57636Q104 47,401 133,129 SH   SOLE   133,129 0 0
MCDONALD'S CORP COM 580135101 24,489 109,259 SH   SOLE   109,259 0 0
MCGRAW-HILL COS INC/ COM 78409V104 10,961 31,062 SH   SOLE   31,062 0 0
MCKESSON CORP COM 58155Q103 6,531 33,485 SH   SOLE   33,485 0 0
MDC HOLDINGS INC COM 552676108 16,038 270,000 SH   SOLE   270,000 0 0
MEDTRONIC INC COM G5960L103 18,630 157,706 SH   SOLE   157,706 0 0
MERCADOLIBRE INC COM 58733R102 4,802 3,262 SH   SOLE   3,262 0 0
MERCK & CO INC COM 58933Y105 20,213 262,203 SH   SOLE   262,203 0 0
METLIFE INC COM 59156R108 3,529 58,051 SH   SOLE   58,051 0 0
METROPCS COMMUNICATI COM 872590104 8,950 71,432 SH   SOLE   71,432 0 0
MICRON TECHNOLOGY IN COM 595112103 55,075 624,358 SH   SOLE   624,358 0 0
MICROSOFT CORP COM 594918104 246,918 1,047,283 SH   SOLE   1,047,283 0 0
MKS INSTRUMENTS INC COM 55306N104 11,125 60,000 SH   SOLE   60,000 0 0
MONGODB INC A 60937P106 3,209 12,000 SH   SOLE   12,000 0 0
MOODY'S CORP COM 615369105 6,097 20,418 SH   SOLE   20,418 0 0
MORGAN STANLEY COM 617446448 51,636 664,901 SH   SOLE   664,901 0 0
NETFLIX INC COM 64110L106 37,817 72,494 SH   SOLE   72,494 0 0
NICE LTD COM 653656108 1,853 8,500 SH   SOLE   8,500 0 0
NIKE INC B 654106103 9,767 73,498 SH   SOLE   73,498 0 0
NORTHROP GRUMMAN COR COM 666807102 3,794 11,723 SH   SOLE   11,723 0 0
NVIDIA CORP COM 67066G104 26,439 49,517 SH   SOLE   49,517 0 0
NXP SEMICONDUCTOR NV COM N6596X109 37,248 185,000 SH   SOLE   185,000 0 0
ON SEMICONDUCTOR COR COM 682189105 20,389 490,000 SH   SOLE   490,000 0 0
ORACLE CORP COM 68389X105 12,631 180,000 SH   SOLE   180,000 0 0
OTIS WORLDWIDE CORP COM 68902V107 2,046 29,890 SH   SOLE   29,890 0 0
PAYPAL HOLDINGS INC COM 70450Y103 40,779 167,924 SH   SOLE   167,924 0 0
PEPSICO INC COM 713448108 25,881 182,968 SH   SOLE   182,968 0 0
PFIZER INC COM 717081103 17,965 495,869 SH   SOLE   495,869 0 0
PINNACLE FINANCIAL P COM 72346Q104 27,928 315,000 SH   SOLE   315,000 0 0
PINTEREST INC A 72352L106 12,955 175,000 SH   SOLE   175,000 0 0
PNC FINANCIAL SERVIC COM 693475105 5,696 32,472 SH   SOLE   32,472 0 0
PRICELINE.COM INC COM 09857L108 4,543 1,950 SH   SOLE   1,950 0 0
PROCTER & GAMBLE CO COM 742718109 79,862 589,693 SH   SOLE   589,693 0 0
PROGRESSIVE CORP/THE COM 743315103 4,077 42,639 SH   SOLE   42,639 0 0
PROLOGIS COM 74340W103 7,317 69,028 SH   SOLE   69,028 0 0
PRUDENTIAL FINANCIAL COM 744320102 2,671 29,318 SH   SOLE   29,318 0 0
PUBLIC STORAGE INC COM 74460D109 2,828 11,461 SH   SOLE   11,461 0 0
RAYMOND JAMES FUNDS COM 754730109 71,574 5,022,704 SH   SOLE   5,022,704 0 0
RAYTHEON TECHNOLOGIE COM 75513E101 8,284 107,209 SH   SOLE   107,209 0 0
REGENERON PHARMACEUT COM 75886F107 4,283 9,052 SH   SOLE   9,052 0 0
REPUBLIC SERVICES IN COM 760759100 1,627 16,375 SH   SOLE   16,375 0 0
ROPER INDUSTRIES INC COM 776696106 3,059 7,585 SH   SOLE   7,585 0 0
SALESFORCE.COM INC COM 79466L302 13,912 65,661 SH   SOLE   65,661 0 0
SHERWIN-WILLIAMS CO/ COM 824348106 7,716 10,455 SH   SOLE   10,455 0 0
SIMON PROPERTY GROUP COM 828806109 2,556 22,464 SH   SOLE   22,464 0 0
SOUTHWEST AIRLINES C COM 844741108 23,703 388,186 SH   SOLE   388,186 0 0
SPDR TRUST SERIES 1 COM 78462F103 320,380 808,366 SH   SOLE   808,366 0 0
ST PAUL TRAVELERS CO COM 89417E109 2,856 18,990 SH   SOLE   18,990 0 0
STRYKER CORP COM 863667101 5,981 24,555 SH   SOLE   24,555 0 0
SVB FINANCIAL GROUP COM 78486Q101 17,278 35,000 SH   SOLE   35,000 0 0
SYNOPSYS INC COM 871607107 3,346 13,505 SH   SOLE   13,505 0 0
TERADYNE INC COM 880770102 21,902 180,000 SH   SOLE   180,000 0 0
TESLA MOTORS INC COM 88160R101 14,387 21,540 SH   SOLE   21,540 0 0
TEXAS INSTRUMENTS IN COM 882508104 5,694 30,131 SH   SOLE   30,131 0 0
THERMO ELECTRON CORP COM 883556102 22,041 48,295 SH   SOLE   48,295 0 0
TJX COS INC COM 872540109 3,771 57,000 SH   SOLE   57,000 0 0
TRANE TECHNOLOGIES P COM G8994E103 8,049 48,618 SH   SOLE   48,618 0 0
TRIMBLE NAVIGATION L COM 896239100 21,003 270,000 SH   SOLE   270,000 0 0
TSMC COM 874039100 8,504 71,900 SH   SOLE   71,900 0 0
TWITTER INC COM 90184L102 22,497 353,557 SH   SOLE   353,557 0 0
TYCO ELECTRONICS LTD COM H84989104 41,212 319,203 SH   SOLE   319,203 0 0
UNION PACIFIC CORP COM 907818108 3,879 17,600 SH   SOLE   17,600 0 0
UNITED PARCEL SERVIC B 911312106 8,657 50,929 SH   SOLE   50,929 0 0
UNITEDHEALTH GROUP I COM 91324P102 48,928 131,501 SH   SOLE   131,501 0 0
WALGREEN CO COM 931427108 3,074 55,986 SH   SOLE   55,986 0 0
VANECK VECTORS RUSSI COM 92189F403 1,007 39,000 SH   SOLE   39,000 0 0
WELLS FARGO & CO COM 949746101 17,582 450,000 SH   SOLE   450,000 0 0
VEONEER INC COM 92336X109 2,448 100,000 SH   SOLE   100,000 0 0
VERIZON COMMUNICATIO COM 92343V104 8,316 143,015 SH   SOLE   143,015 0 0
VERTEX PHARMACEUTICA COM 92532F100 6,160 28,666 SH   SOLE   28,666 0 0
WEYERHAEUSER CO COM 962166104 1,934 54,328 SH   SOLE   54,328 0 0
VF CORP COM 918204108 4,370 54,683 SH   SOLE   54,683 0 0
VIATRIS INC COM 92556V106 860 61,526 SH   SOLE   61,526 0 0
WILLIAMS COS INC COM 969457100 9,312 393,096 SH   SOLE   393,096 0 0
WILLIS GROUP HOLDING COM 970646105 2,153 9,407 SH   SOLE   9,407 0 0
VISA INC A 92826C839 42,705 201,694 SH   SOLE   201,694 0 0
VULCAN MATERIALS CO COM 929160109 13,500 80,000 SH   SOLE   80,000 0 0
XILINX INC COM 983919101 4,956 40,000 SH   SOLE   40,000 0 0
ZIMMER HOLDINGS INC COM 98956P102 2,397 14,973 SH   SOLE   14,973 0 0
ZOETIS INC A 98978V103 6,427 40,814 SH   SOLE   40,814 0 0