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 21,183 90,000 SH   SOLE NONE 90,000 0 0
AbbVie Inc COM 00287Y109 29,013 300,000 SH   SOLE NONE 300,000 0 0
Aetna Inc COM 00817Y108 10,823 60,000 SH   SOLE NONE 60,000 0 0
Albemarle Corp COM 012653101 1,456 11,383 SH   SOLE NONE 11,383 0 0
Allegheny Technologies Inc COM 01741R102 800 33,133 SH   SOLE NONE 33,133 0 0
Alphabet Inc COM 02079K305 83,745 79,500 SH   SOLE NONE 79,500 0 0
Alphabet Inc COM 02079K107 39,763 38,000 SH   SOLE NONE 38,000 0 0
Altria Group Inc COM 02209S103 33,777 473,000 SH   SOLE NONE 473,000 0 0
Amazon.com Inc COM 023135106 745 637 SH   SOLE NONE 637 0 0
Ameren Corp COM 023608102 1,947 33,000 SH   SOLE NONE 33,000 0 0
AMETEK Inc COM 031100100 6,522 90,000 SH   SOLE NONE 90,000 0 0
Amgen Inc COM 031162100 13,912 80,000 SH   SOLE NONE 80,000 0 0
Apple Inc COM 037833100 201,640 1,191,515 SH   SOLE NONE 1,191,515 0 0
Applied Materials Inc COM 038222105 49,523 968,765 SH   SOLE NONE 968,765 0 0
Aptiv PLC COM G6095L109 5,259 62,000 SH   SOLE NONE 62,000 0 0
Arconic Inc COM 03965L100 4,088 150,000 SH   SOLE NONE 150,000 0 0
Ball Corp COM 058498106 17,839 471,300 SH   SOLE NONE 471,300 0 0
Bank of America Corp COM 060505104 14,465 490,000 SH   SOLE NONE 490,000 0 0
Berkshire Hathaway Inc COM 084670702 7,929 40,000 SH   SOLE NONE 40,000 0 0
Biogen Inc COM 09062X103 6,371 20,000 SH   SOLE NONE 20,000 0 0
Boeing Co/The COM 097023105 41,923 142,154 SH   SOLE NONE 142,154 0 0
BorgWarner Inc COM 099724106 267 5,230 SH   SOLE NONE 5,230 0 0
Bristol-Myers Squibb Co COM 110122108 27,576 450,000 SH   SOLE NONE 450,000 0 0
Broadcom Ltd COM Y09827109 34,938 136,000 SH   SOLE NONE 136,000 0 0
Brookfield Asset Management In COM 112585104 28,681 658,735 SH   SOLE NONE 658,735 0 0
CR Bard Inc COM 067383109 49,686 150,000 SH   SOLE NONE 150,000 0 0
Calpine Corp COM 131347304 8,473 560,000 SH   SOLE NONE 560,000 0 0
Caterpillar Inc COM 149123101 29,163 185,066 SH   SOLE NONE 185,066 0 0
Chevron Corp COM 166764100 30,672 245,000 SH   SOLE NONE 245,000 0 0
Cincinnati Financial Corp COM 172062101 4,498 60,000 SH   SOLE NONE 60,000 0 0
Cisco Systems Inc COM 17275R102 19,150 500,000 SH   SOLE NONE 500,000 0 0
Citigroup Inc COM 172967424 95,787 1,287,290 SH   SOLE NONE 1,287,290 0 0
Citrix Systems Inc COM 177376100 79,314 901,300 SH   SOLE NONE 901,300 0 0
CNX Resources Corp COM 12653C108 6,920 473,000 SH   SOLE NONE 473,000 0 0
ConocoPhillips COM 20825C104 7,465 136,000 SH   SOLE NONE 136,000 0 0
CONSOL Energy Inc COM 20854L108 2,336 59,125 SH   SOLE NONE 59,125 0 0
Convergys Corp COM 212485106 2,820 120,000 SH   SOLE NONE 120,000 0 0
Cummins Inc COM 231021106 6,182 35,000 SH   SOLE NONE 35,000 0 0
Delphi Technologies PLC COM G2709G107 1,084 20,666 SH   SOLE NONE 20,666 0 0
Delta Air Lines Inc COM 247361702 5,590 99,814 SH   SOLE NONE 99,814 0 0
Dollar General Corp COM 256677105 7,813 84,000 SH   SOLE NONE 84,000 0 0
DowDuPont Inc COM 26078J100 29,877 419,500 SH   SOLE NONE 419,500 0 0
DXC Technology Co COM 23355L106 8,755 92,260 SH   SOLE NONE 92,260 0 0
Ecolab Inc COM 278865100 6,843 51,000 SH   SOLE NONE 51,000 0 0
Edwards Lifesciences Corp COM 28176E108 2,254 20,000 SH   SOLE NONE 20,000 0 0
Eli Lilly & Co COM 532457108 13,851 164,000 SH   SOLE NONE 164,000 0 0
EOG Resources Inc COM 26875P101 16,187 150,000 SH   SOLE NONE 150,000 0 0
Esperion Therapeutics Inc COM 29664W105 11,851 180,000 SH   SOLE NONE 180,000 0 0
Exxon Mobil Corp COM 30231G102 29,129 348,272 SH   SOLE NONE 348,272 0 0
Facebook Inc COM 30303M102 464 2,632 SH   SOLE NONE 2,632 0 0
FireEye Inc COM 31816Q101 227 15,983 SH   SOLE NONE 15,983 0 0
First Data Corp COM 32008D106 5,092 304,700 SH   SOLE NONE 304,700 0 0
Ford Motor Co COM 345370860 11,786 943,661 SH   SOLE NONE 943,661 0 0
General Dynamics Corp COM 369550108 20,142 99,000 SH   SOLE NONE 99,000 0 0
General Electric Co COM 369604103 8,408 481,849 SH   SOLE NONE 481,849 0 0
General Motors Co COM 37045V100 73,780 1,799,958 SH   SOLE NONE 1,799,958 0 0
Genuine Parts Co COM 372460105 6,850 72,100 SH   SOLE NONE 72,100 0 0
Gilead Sciences Inc COM 375558103 35,718 498,580 SH   SOLE NONE 498,580 0 0
Goldman Sachs Group Inc/The COM 38141G104 59,955 235,338 SH   SOLE NONE 235,338 0 0
GoPro Inc COM 38268T103 267 35,287 SH   SOLE NONE 35,287 0 0
Halliburton Co COM 406216101 11,973 245,000 SH   SOLE NONE 245,000 0 0
Harley-Davidson Inc COM 412822108 13 249 SH   SOLE NONE 249 0 0
Honeywell International Inc COM 438516106 3,067 20,000 SH   SOLE NONE 20,000 0 0
HP Inc COM 40434L105 5,274 251,000 SH   SOLE NONE 251,000 0 0
Huntsman Corp COM 447011107 2,930 88,000 SH   SOLE NONE 88,000 0 0
Illumina Inc COM 452327109 604 2,766 SH   SOLE NONE 2,766 0 0
Intel Corp COM 458140100 7,184 155,633 SH   SOLE NONE 155,633 0 0
IBM COM 459200101 16,109 105,000 SH   SOLE NONE 105,000 0 0
Johnson Controls International COM G51502105 25,709 674,597 SH   SOLE NONE 674,597 0 0
Johnson & Johnson COM 478160104 86,626 620,000 SH   SOLE NONE 620,000 0 0
JPMorgan Chase & Co COM 46625H100 19,784 185,000 SH   SOLE NONE 185,000 0 0
Lockheed Martin Corp COM 539830109 16,053 50,000 SH   SOLE NONE 50,000 0 0
Lowe's Cos Inc COM 548661107 9,294 100,000 SH   SOLE NONE 100,000 0 0
McDonald's Corp COM 580135101 27,367 159,000 SH   SOLE NONE 159,000 0 0
MEDNAX Inc COM 58502B106 11,238 210,300 SH   SOLE NONE 210,300 0 0
Medtronic PLC COM G5960L103 7,268 90,000 SH   SOLE NONE 90,000 0 0
Merck & Co Inc COM 58933Y105 67,243 1,195,000 SH   SOLE NONE 1,195,000 0 0
Microsoft Corp COM 594918104 55,344 647,000 SH   SOLE NONE 647,000 0 0
Mondelez International Inc COM 609207105 112,050 2,618,000 SH   SOLE NONE 2,618,000 0 0
Monsanto Co COM 61166W101 54,653 468,000 SH   SOLE NONE 468,000 0 0
NextEra Energy Inc COM 65339F101 7,810 50,000 SH   SOLE NONE 50,000 0 0
NIKE Inc COM 654106103 12,304 196,700 SH   SOLE NONE 196,700 0 0
NiSource Inc COM 65473P105 2,824 110,000 SH   SOLE NONE 110,000 0 0
NVIDIA Corp COM 67066G104 22,224 114,854 SH   SOLE NONE 114,854 0 0
Parker-Hannifin Corp COM 701094104 5,987 30,000 SH   SOLE NONE 30,000 0 0
Pfizer Inc COM 717081103 114,093 3,150,000 SH   SOLE NONE 3,150,000 0 0
Philip Morris International In COM 718172109 13,206 125,000 SH   SOLE NONE 125,000 0 0
Potash Corp of Saskatchewan In COM 73755L107 255 12,370 SH   SOLE NONE 12,370 0 0
Procter & Gamble Co/The COM 742718109 9,188 100,000 SH   SOLE NONE 100,000 0 0
Prudential Financial Inc COM 744320102 168 1,461 SH   SOLE NONE 1,461 0 0
QUALCOMM Inc COM 747525103 25,937 405,134 SH   SOLE NONE 405,134 0 0
Raytheon Co COM 755111507 39,449 210,000 SH   SOLE NONE 210,000 0 0
Regeneron Pharmaceuticals Inc COM 75886F107 19,782 52,618 SH   SOLE NONE 52,618 0 0
Rockwell Collins Inc COM 774341101 8,137 60,000 SH   SOLE NONE 60,000 0 0
Roper Technologies Inc COM 776696106 4,144 16,000 SH   SOLE NONE 16,000 0 0
Schlumberger Ltd COM 806857108 7,278 108,000 SH   SOLE NONE 108,000 0 0
Seagate Technology PLC COM G7945M107 2,300 54,974 SH   SOLE NONE 54,974 0 0
Skyworks Solutions Inc COM 83088M102 290 3,052 SH   SOLE NONE 3,052 0 0
Square Inc COM 852234103 1,015 29,286 SH   SOLE NONE 29,286 0 0
SunPower Corp COM 867652406 163 19,391 SH   SOLE NONE 19,391 0 0
Synaptics Inc COM 87157D109 440 11,006 SH   SOLE NONE 11,006 0 0
T Rowe Price Group Inc COM 74144T108 10,493 100,000 SH   SOLE NONE 100,000 0 0
Tapestry Inc COM 876030107 370 8,367 SH   SOLE NONE 8,367 0 0
Target Corp COM 87612E106 21,011 322,000 SH   SOLE NONE 322,000 0 0
Tesla Inc COM 88160R101 435 1,398 SH   SOLE NONE 1,398 0 0
Texas Instruments Inc COM 882508104 21,410 205,000 SH   SOLE NONE 205,000 0 0
Coca-Cola Co/The COM 191216100 31,611 689,000 SH   SOLE NONE 689,000 0 0
Home Depot Inc/The COM 437076102 78,428 413,800 SH   SOLE NONE 413,800 0 0
Progressive Corp/The COM 743315103 19,881 353,000 SH   SOLE NONE 353,000 0 0
Sherwin-Williams Co/The COM 824348106 14,351 35,000 SH   SOLE NONE 35,000 0 0
Time Warner Inc COM 887317303 59,456 650,000 SH   SOLE NONE 650,000 0 0
TJX Cos Inc/The COM 872540109 7,646 100,000 SH   SOLE NONE 100,000 0 0
Transocean Ltd COM H8817H100 2,505 234,570 SH   SOLE NONE 234,570 0 0
UnitedHealth Group Inc COM 91324P102 35,274 160,000 SH   SOLE NONE 160,000 0 0
Valero Energy Corp COM 91913Y100 11,029 120,000 SH   SOLE NONE 120,000 0 0
Verizon Communications Inc COM 92343V104 5,293 100,000 SH   SOLE NONE 100,000 0 0
Vertex Pharmaceuticals Inc COM 92532F100 5,994 40,000 SH   SOLE NONE 40,000 0 0
Walmart Inc COM 931142103 31,501 319,000 SH   SOLE NONE 319,000 0 0
Waste Management Inc COM 94106L109 14,671 170,000 SH   SOLE NONE 170,000 0 0
Wells Fargo & Co COM 949746101 24,268 400,000 SH   SOLE NONE 400,000 0 0
Zoetis Inc COM 98978V103 6,772 94,000 SH   SOLE NONE 94,000 0 0
Alibaba Group Holding Ltd ADR 01609W102 328 1,902 SH   SOLE NONE 1,902 0 0
ClearBridge All Cap Growth ETF ETF 524682101 5,572 200,000 SH   SOLE NONE 200,000 0 0
Legg Mason Global Infrastructu ETF 52468L703 5,896 200,000 SH   SOLE NONE 200,000 0 0
Visa Inc COM 92826C839 1,341,841 11,768,474 SH   SOLE NONE 11,768,474 0 0
Amazon.com Inc CALL 023135106 2,339 2,000 SH Call SOLE NONE 2,000 0 0
Boeing Co/The CALL 097023105 19,169 65,000 SH Call SOLE NONE 65,000 0 0
General Electric Co CALL 369604103 2,618 150,000 SH Call SOLE NONE 150,000 0 0
Goldman Sachs Group Inc/The CALL 38141G104 2,548 10,000 SH Call SOLE NONE 10,000 0 0
Tesla Inc CALL 88160R101 3,114 10,000 SH Call SOLE NONE 10,000 0 0
Tesla Inc CALL 88160R101 4,670 15,000 SH Call SOLE NONE 15,000 0 0
Amazon.com Inc PUT 023135106 8,771 7,500 SH Put SOLE NONE 7,500 0 0
Amazon.com Inc PUT 023135106 9,940 8,500 SH Put SOLE NONE 8,500 0 0
Amazon.com Inc PUT 023135106 2,339 2,000 SH Put SOLE NONE 2,000 0 0
Apple Inc PUT 037833100 23,389 20,000 SH Put SOLE NONE 20,000 0 0
Apple Inc PUT 037833100 3,385 20,000 SH Put SOLE NONE 20,000 0 0
Caterpillar Inc PUT 149123101 8,462 50,000 SH Put SOLE NONE 50,000 0 0
Caterpillar Inc PUT 149123101 6,618 42,000 SH Put SOLE NONE 42,000 0 0
Exxon Mobil Corp PUT 30231G102 6,303 40,000 SH Put SOLE NONE 40,000 0 0
General Motors Co PUT 37045V100 17,564 210,000 SH Put SOLE NONE 210,000 0 0
Goldman Sachs Group Inc/The PUT 38141G104 615 15,000 SH Put SOLE NONE 15,000 0 0
NVIDIA Corp PUT 67066G104 10,190 40,000 SH Put SOLE NONE 40,000 0 0
NVIDIA Corp PUT 67066G104 3,870 20,000 SH Put SOLE NONE 20,000 0 0
NVIDIA Corp PUT 67066G104 2,903 15,000 SH Put SOLE NONE 15,000 0 0
NVIDIA Corp PUT 67066G104 9,675 50,000 SH Put SOLE NONE 50,000 0 0
NVIDIA Corp PUT 67066G104 22,253 115,000 SH Put SOLE NONE 115,000 0 0
NVIDIA Corp PUT 67066G104 19,350 100,000 SH Put SOLE NONE 100,000 0 0
NVIDIA Corp PUT 67066G104 5,805 30,000 SH Put SOLE NONE 30,000 0 0
NVIDIA Corp PUT 67066G104 5,805 30,000 SH Put SOLE NONE 30,000 0 0
NVIDIA Corp PUT 67066G104 1,935 10,000 SH Put SOLE NONE 10,000 0 0
QUALCOMM Inc PUT 747525103 3,870 20,000 SH Put SOLE NONE 20,000 0 0
Regeneron Pharmaceuticals Inc PUT 75886F107 256 4,000 SH Put SOLE NONE 4,000 0 0
Seagate Technology PLC PUT G7945M107 28,197 75,000 SH Put SOLE NONE 75,000 0 0
Seagate Technology PLC PUT G7945M107 2,092 50,000 SH Put SOLE NONE 50,000 0 0
Tesla Inc PUT 88160R101 1,464 35,000 SH Put SOLE NONE 35,000 0 0
Tesla Inc PUT 88160R101 25,686 82,500 SH Put SOLE NONE 82,500 0 0
Tesla Inc PUT 88160R101 3,114 10,000 SH Put SOLE NONE 10,000 0 0
Tesla Inc PUT 88160R101 10,897 35,000 SH Put SOLE NONE 35,000 0 0
Tesla Inc PUT 88160R101 7,784 25,000 SH Put SOLE NONE 25,000 0 0
Tesla Inc PUT 88160R101 3,114 10,000 SH Put SOLE NONE 10,000 0 0
Tiffany & Co PUT 886547108 2,599 25,000 SH Put SOLE NONE 25,000 0 0
Tiffany & Co PUT 886547108 1,819 17,500 SH Put SOLE NONE 17,500 0 0
Transocean Ltd PUT H8817H100 3,206 300,200 SH Put SOLE NONE 300,200 0 0
Visa Inc PUT 92826C839 28,505 250,000 SH Put SOLE NONE 250,000 0 0
Toyota Motor Corp ADR 892331307 203 1,600 SH   SOLE NONE 1,600 0 0