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 28,352 244,558 SH   SOLE   244,558 0 0
ABBVIE INC COM 00287Y109 93,640 831,319 SH   SOLE   831,319 0 0
ADOBE SYSTEMS INC COM 00724F101 94,628 161,580 SH   SOLE   161,580 0 0
ADVANCED MICRO DEVIC COM 007903107 42,394 451,332 SH   SOLE   451,332 0 0
AFLAC INC COM 001055102 2,897 53,996 SH   SOLE   53,996 0 0
AGILENT TECHNOLOGIES COM 00846U101 3,336 22,569 SH   SOLE   22,569 0 0
ALEXION PHARMACEUTIC COM 015351109 4,600 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 3,132 24,008 SH   SOLE   24,008 0 0
AMAZON.COM INC COM 023135106 181,589 52,785 SH   SOLE   52,785 0 0
AMERICAN EXPRESS CO COM 025816109 5,446 32,961 SH   SOLE   32,961 0 0
AMERICAN INTERNATION COM 026874784 3,020 63,442 SH   SOLE   63,442 0 0
AMERISOURCEBERGEN CO COM 03073E105 1,305 11,395 SH   SOLE   11,395 0 0
AMGEN INC COM 031162100 16,088 66,000 SH   SOLE   66,000 0 0
ANALOG DEVICES INC COM 032654105 39,931 231,940 SH   SOLE   231,940 0 0
ANTHEM INC COM 036752103 7,123 18,657 SH   SOLE   18,657 0 0
AON CORP A G0403H108 4,107 17,200 SH   SOLE   17,200 0 0
APPLE COMPUTER INC COM 037833100 204,849 1,495,688 SH   SOLE   1,495,688 0 0
APPLIED MATERIALS IN COM 038222105 79,195 556,143 SH   SOLE   556,143 0 0
APTIV PLC COM 85521B742 7,175 45,607 SH   SOLE   45,607 0 0
AT&T CORP COM 00206R102 23,024 800,000 SH   SOLE   800,000 0 0
AUTODESK INC COM 052769106 27,590 94,517 SH   SOLE   94,517 0 0
AUTOMATIC DATA PROCE COM 053015103 6,286 31,647 SH   SOLE   31,647 0 0
BANK OF AMERICA CORP COM 060505104 61,915 1,501,693 SH   SOLE   1,501,693 0 0
BANK OF NEW YORK CO COM 064058100 3,170 61,874 SH   SOLE   61,874 0 0
BAXTER INTERNATIONAL COM 071813109 2,848 35,373 SH   SOLE   35,373 0 0
BB&T CORP COM 89832Q109 5,428 97,802 SH   SOLE   97,802 0 0
BECTON DICKINSON & C COM 075887109 4,788 19,688 SH   SOLE   19,688 0 0
BERKSHIRE HATHAWAY I COM 084670702 20,039 72,105 SH   SOLE   72,105 0 0
BEYOND MEAT INC COM 08862E109 4,725 30,000 SH   SOLE   30,000 0 0
BIOGEN IDEC INC COM 09062X103 519 1,500 SH   SOLE   1,500 0 0
BOEING CO COM 097023105 4,262 17,789 SH   SOLE   17,789 0 0
BOSTON SCIENTIFIC CO COM 101137107 8,534 199,589 SH   SOLE   199,589 0 0
BRISTOL-MYERS SQUIBB COM 110122108 16,529 247,368 SH   SOLE   247,368 0 0
CARDINAL HEALTH INC COM 14149Y108 1,241 21,743 SH   SOLE   21,743 0 0
CARRIER GLOBAL CORP COM 14448C104 2,905 59,780 SH   SOLE   59,780 0 0
CENTENE CORP COM 15135B101 9,493 130,164 SH   SOLE   130,164 0 0
CERNER CORP COM 156782104 1,815 23,220 SH   SOLE   23,220 0 0
CERTEGY INC COM 31620M106 4,533 32,000 SH   SOLE   32,000 0 0
CHARLES SCHWAB CORP/ COM 808513105 11,999 164,799 SH   SOLE   164,799 0 0
CHARTER COMMUNICATIO COM 552727109 5,220 7,236 SH   SOLE   7,236 0 0
CHICAGO MERCANTILE E COM 12572Q105 9,063 42,615 SH   SOLE   42,615 0 0
CHUBB CORP COM H1467J104 5,283 33,237 SH   SOLE   33,237 0 0
CISCO SYSTEMS INC COM 17275R102 42,400 800,000 SH   SOLE   800,000 0 0
COCA-COLA CO/THE COM 191216100 55,191 1,019,985 SH   SOLE   1,019,985 0 0
COCA-COLA EUROPEAN P COM G25839104 410 6,913 SH   SOLE   6,913 0 0
COLGATE-PALMOLIVE CO COM 194162103 4,836 59,446 SH   SOLE   59,446 0 0
COMCAST CORP A 20030N101 12,572 220,492 SH   SOLE   220,492 0 0
COSTCO WHOLESALE COR COM 22160K105 4,708 11,900 SH   SOLE   11,900 0 0
CVS CORP COM 126650100 7,914 94,845 SH   SOLE   94,845 0 0
DANAHER CORP COM 235851102 24,214 90,230 SH   SOLE   90,230 0 0
DATADOG INC COM 23804L103 8,326 80,000 SH   SOLE   80,000 0 0
DEERE & CO COM 244199105 3,986 11,300 SH   SOLE   11,300 0 0
DOLLAR GENERAL CORP COM 256677105 4,057 18,748 SH   SOLE   18,748 0 0
EATON CORP COM 278279104 3,008 20,300 SH   SOLE   20,300 0 0
ECOLAB INC COM 278865100 3,007 14,600 SH   SOLE   14,600 0 0
EDWARDS LIFESCIENCES COM 28176E108 2,745 26,500 SH   SOLE   26,500 0 0
ELECTRONIC ARTS INC COM 285512109 5,608 38,993 SH   SOLE   38,993 0 0
ELI LILLY & CO COM 258622109 46,711 203,516 SH   SOLE   203,516 0 0
EMERSON ELECTRIC CO COM 291011104 31,831 330,746 SH   SOLE   330,746 0 0
ENERGY SELECT SECTOR COM 81369Y506 1,018 18,900 SH   SOLE   18,900 0 0
EQUINIX INC COM 29444U700 3,050 3,800 SH   SOLE   3,800 0 0
ESTEE LAUDER COS INC A 518439104 10,730 33,733 SH   SOLE   33,733 0 0
FACEBOOK INC A 30303M102 156,045 448,778 SH   SOLE   448,778 0 0
FAIR ISAAC CORP COM 303250104 1,458 2,900 SH   SOLE   2,900 0 0
FEDEX CORP COM 31428X106 12,850 43,074 SH   SOLE   43,074 0 0
FINANCIAL SELECT SEC COM 81369Y605 68,200 1,858,811 SH   SOLE   1,858,811 0 0
FIRST REPUBLIC BANK/ COM 33616C100 7,674 41,000 SH   SOLE   41,000 0 0
FLUOR CORP COM 343412102 10,620 600,000 SH   SOLE   600,000 0 0
FORTINET INC COM 34959E109 1,222 5,131 SH   SOLE   5,131 0 0
FPL GROUP INC COM 65339F101 35,687 487,000 SH   SOLE   487,000 0 0
GENERAL MOTORS CORP COM 37045V100 41,934 708,711 SH   SOLE   708,711 0 0
GILEAD SCIENCES INC COM 375558103 8,644 125,524 SH   SOLE   125,524 0 0
GLOBAL PAYMENTS INC COM 37940X102 7,472 39,840 SH   SOLE   39,840 0 0
GOLDMAN SACHS GROUP COM 38141G104 15,999 42,156 SH   SOLE   42,156 0 0
GOOGLE INC C 02079K107 57,142 22,799 SH   SOLE   22,799 0 0
GOOGLE INC A 02079K305 178,444 73,079 SH   SOLE   73,079 0 0
HCA INC COM 40412C101 4,113 19,895 SH   SOLE   19,895 0 0
HDFC BANK LTD COM 40415F101 3,510 48,000 SH   SOLE   48,000 0 0
HEALTH CARE REIT INC COM 95040Q104 14,090 169,555 SH   SOLE   169,555 0 0
HEALTH CARE SELECT S COM 81369Y209 78,971 627,000 SH   SOLE   627,000 0 0
HOME DEPOT INC COM 437076102 39,884 125,070 SH   SOLE   125,070 0 0
HORIZON PHARMA INC COM 44045A102 12,173 130,000 SH   SOLE   130,000 0 0
HUMANA INC COM 444859102 4,362 9,852 SH   SOLE   9,852 0 0
IDEXX LABORATORIES I COM 45168D104 3,031 4,800 SH   SOLE   4,800 0 0
ILLUMINA INC COM 452327109 7,956 16,812 SH   SOLE   16,812 0 0
INTEL CORP COM 458140100 8,787 156,527 SH   SOLE   156,527 0 0
INTERCONTINENTALEXCH COM 45866F104 4,273 36,000 SH   SOLE   36,000 0 0
INTUIT INC COM 461202103 4,902 10,000 SH   SOLE   10,000 0 0
INTUITIVE SURGICAL I COM 46120E602 8,833 9,605 SH   SOLE   9,605 0 0
ISHARES RUSSELL 2000 COM 464287655 68,811 300,000 SH   SOLE   300,000 0 0
JOHNSON & JOHNSON COM 478160104 32,521 197,408 SH   SOLE   197,408 0 0
JOHNSON CONTROLS INC A 479167108 19,081 278,031 SH   SOLE   278,031 0 0
JPMORGAN CHASE & CO COM 46641Q407 77,134 495,908 SH   SOLE   495,908 0 0
KEYSIGHT TECHNOLOGIE COM 49338L103 19,301 125,000 SH   SOLE   125,000 0 0
KIMBERLY-CLARK CORP COM 494368103 3,358 25,102 SH   SOLE   25,102 0 0
LAM RESEARCH CORP COM 512807108 25,633 39,393 SH   SOLE   39,393 0 0
LENNAR CORP A 526057104 29,805 300,000 SH   SOLE   300,000 0 0
LIBERTY GLOBAL INC COM 531229AF9 21,632 800,000 SH   SOLE   800,000 0 0
LOWE'S COS INC COM 548661107 20,676 106,593 SH   SOLE   106,593 0 0
LYONDELLBASELL INDUS COM N53745100 2,012 19,559 SH   SOLE   19,559 0 0
M&T BANK CORP COM 55261F104 1,308 9,000 SH   SOLE   9,000 0 0
MARKIT LTD COM G47567105 3,131 27,789 SH   SOLE   27,789 0 0
MARRIOTT INTERNATION A 571903202 12,287 90,000 SH   SOLE   90,000 0 0
MARSH & MCLENNAN COS COM 571748102 5,194 36,924 SH   SOLE   36,924 0 0
MARTIN MARIETTA MATE COM 573284106 2,357 6,700 SH   SOLE   6,700 0 0
MASTERCARD INC A 57636Q104 48,056 131,629 SH   SOLE   131,629 0 0
MCDONALD'S CORP COM 580135101 13,919 60,259 SH   SOLE   60,259 0 0
MCGRAW-HILL COS INC/ COM 78409V104 12,257 29,862 SH   SOLE   29,862 0 0
MCKESSON CORP COM 58155Q103 6,404 33,485 SH   SOLE   33,485 0 0
MDC HOLDINGS INC COM 552676108 13,662 270,000 SH   SOLE   270,000 0 0
MEDTRONIC INC COM G5960L103 19,576 157,706 SH   SOLE   157,706 0 0
MERCADOLIBRE INC COM 58733R102 5,082 3,262 SH   SOLE   3,262 0 0
MERCK & CO INC COM 58933Y105 20,392 262,203 SH   SOLE   262,203 0 0
METLIFE INC COM 59156R108 3,474 58,051 SH   SOLE   58,051 0 0
METROPCS COMMUNICATI COM 872590104 10,345 71,432 SH   SOLE   71,432 0 0
MICRON TECHNOLOGY IN COM 595112AV5 82,801 974,358 SH   SOLE   974,358 0 0
MICROSOFT CORP COM 594918104 315,811 1,165,783 SH   SOLE   1,165,783 0 0
MKS INSTRUMENTS INC COM 55306N104 10,677 60,000 SH   SOLE   60,000 0 0
MONGODB INC A 60937P106 4,338 12,000 SH   SOLE   12,000 0 0
MOODY'S CORP COM 615369105 7,399 20,418 SH   SOLE   20,418 0 0
MORGAN STANLEY COM 617446448 38,042 414,901 SH   SOLE   414,901 0 0
NETFLIX INC COM 64110L106 6,599 12,494 SH   SOLE   12,494 0 0
NICE LTD COM 653656108 2,103 8,500 SH   SOLE   8,500 0 0
NIKE INC B 654106103 11,355 73,498 SH   SOLE   73,498 0 0
NORTHROP GRUMMAN COR COM 666807102 4,260 11,723 SH   SOLE   11,723 0 0
NVIDIA CORP COM 67066G104 38,258 47,817 SH   SOLE   47,817 0 0
NXP SEMICONDUCTOR NV COM N6596X109 46,287 225,000 SH   SOLE   225,000 0 0
ON SEMICONDUCTOR COR COM 682189105 18,757 490,000 SH   SOLE   490,000 0 0
ORACLE CORP COM 68389X105 4,670 60,000 SH   SOLE   60,000 0 0
ORGANON & CO COM 68622V106 793 26,220 SH   SOLE   26,220 0 0
OTIS WORLDWIDE CORP COM 68902V107 2,444 29,890 SH   SOLE   29,890 0 0
PAYPAL HOLDINGS INC COM 70450Y103 66,435 227,924 SH   SOLE   227,924 0 0
PEPSICO INC COM 713448108 26,666 179,968 SH   SOLE   179,968 0 0
PFIZER INC COM 717081103 19,712 503,369 SH   SOLE   503,369 0 0
PINNACLE FINANCIAL P COM 72346Q104 27,811 315,000 SH   SOLE   315,000 0 0
PINTEREST INC A 72352L106 13,816 175,000 SH   SOLE   175,000 0 0
PNC FINANCIAL SERVIC COM 693475105 6,194 32,472 SH   SOLE   32,472 0 0
PRICELINE.COM INC COM 09857L108 4,267 1,950 SH   SOLE   1,950 0 0
PROCTER & GAMBLE CO COM 742718109 38,616 286,193 SH   SOLE   286,193 0 0
PROGRESSIVE CORP/THE COM 743315103 4,188 42,639 SH   SOLE   42,639 0 0
PROLOGIS COM 74340W103 8,251 69,028 SH   SOLE   69,028 0 0
PRUDENTIAL FINANCIAL COM 744320102 3,004 29,318 SH   SOLE   29,318 0 0
PUBLIC STORAGE INC COM 74460D109 3,446 11,461 SH   SOLE   11,461 0 0
RAYMOND JAMES FUNDS COM 754730109 101,611 6,684,938 SH   SOLE   6,684,938 0 0
RAYTHEON TECHNOLOGIE COM 75513E101 9,146 107,209 SH   SOLE   107,209 0 0
REGENERON PHARMACEUT COM 75886F107 5,056 9,052 SH   SOLE   9,052 0 0
ROPER INDUSTRIES INC COM 776696106 3,566 7,585 SH   SOLE   7,585 0 0
SALESFORCE.COM INC COM 79466L302 15,428 63,161 SH   SOLE   63,161 0 0
SHERWIN-WILLIAMS CO/ COM 824348106 8,545 31,365 SH   SOLE   31,365 0 0
SIGNATURE BANK/NEW Y COM 82669G104 8,598 35,000 SH   SOLE   35,000 0 0
SIMON PROPERTY GROUP COM 828806109 2,931 22,464 SH   SOLE   22,464 0 0
SKYWORKS SOLUTIONS I COM 83088M102 17,258 90,000 SH   SOLE   90,000 0 0
SOUTHWEST AIRLINES C COM 844741108 20,609 388,186 SH   SOLE   388,186 0 0
SPDR TRUST SERIES 1 COM 78462F103 808,123 1,887,874 SH   SOLE   1,887,874 0 0
ST PAUL TRAVELERS CO COM 89417E109 2,843 18,990 SH   SOLE   18,990 0 0
STRYKER CORP COM 863667101 6,378 24,555 SH   SOLE   24,555 0 0
SVB FINANCIAL GROUP COM 78486Q101 53,139 95,500 SH   SOLE   95,500 0 0
SYNOPSYS INC COM 871607107 3,725 13,505 SH   SOLE   13,505 0 0
TERADYNE INC COM 880770102 36,169 270,000 SH   SOLE   270,000 0 0
TESLA MOTORS INC COM 88160R101 7,861 11,565 SH   SOLE   11,565 0 0
TEXAS INSTRUMENTS IN COM 88224Q107 5,794 30,131 SH   SOLE   30,131 0 0
THERMO ELECTRON CORP COM 883556102 24,363 48,295 SH   SOLE   48,295 0 0
TJX COS INC COM 872540109 4,854 72,000 SH   SOLE   72,000 0 0
TRANE TECHNOLOGIES P COM G8994E103 8,308 45,118 SH   SOLE   45,118 0 0
TRIMBLE NAVIGATION L COM 896239100 18,003 220,000 SH   SOLE   220,000 0 0
TSMC COM 874039100 8,640 71,900 SH   SOLE   71,900 0 0
TWITTER INC COM 90184L102 10,566 153,557 SH   SOLE   153,557 0 0
TYCO ELECTRONICS LTD COM H84989104 43,159 319,203 SH   SOLE   319,203 0 0
UNION PACIFIC CORP COM 907818108 4,970 22,600 SH   SOLE   22,600 0 0
UNITED PARCEL SERVIC B 911312106 10,592 50,929 SH   SOLE   50,929 0 0
UNITEDHEALTH GROUP I COM 91324P102 52,178 130,301 SH   SOLE   130,301 0 0
VANECK VECTORS RUSSI COM 92189F403 1,130 39,000 SH   SOLE   39,000 0 0
WELLS FARGO & CO COM 949746101 28,080 620,000 SH   SOLE   620,000 0 0
VEONEER INC COM 92336X109 2,305 100,000 SH   SOLE   100,000 0 0
VERIZON COMMUNICATIO COM 92343V104 8,013 143,015 SH   SOLE   143,015 0 0
VERTEX PHARMACEUTICA COM 92532F100 5,780 28,666 SH   SOLE   28,666 0 0
WEYERHAEUSER CO COM 962166104 1,870 54,328 SH   SOLE   54,328 0 0
WHIRLPOOL CORP COM 963320106 7,631 35,000 SH   SOLE   35,000 0 0
VIATRIS INC COM 92556V106 879 61,526 SH   SOLE   61,526 0 0
WILLIAMS COS INC COM 969457100 10,437 393,096 SH   SOLE   393,096 0 0
WILLIS GROUP HOLDING COM 970646105 2,164 9,407 SH   SOLE   9,407 0 0
VISA INC COM 40049J206 45,874 196,194 SH   SOLE   196,194 0 0
VULCAN MATERIALS CO COM 929160109 13,926 80,000 SH   SOLE   80,000 0 0
XILINX INC COM 983919101 5,786 40,000 SH   SOLE   40,000 0 0
ZIMMER HOLDINGS INC COM 98956P102 2,408 14,973 SH   SOLE   14,973 0 0
ZOETIS INC A 98978V103 7,606 40,814 SH   SOLE   40,814 0 0