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 10,525 60,000 SH   SOLE   60,000 0 0
ABBOTT LABORATORIES COM 002824100 30,543 258,558 SH   SOLE   258,558 0 0
ABBVIE INC COM 00287Y109 52,999 491,319 SH   SOLE   491,319 0 0
ACCENTURE LTD A G1151C101 23,994 75,000 SH   SOLE   75,000 0 0
ACTIVISION INC COM 00507V109 5,417 70,000 SH   SOLE   70,000 0 0
ADOBE SYSTEMS INC COM 00724F101 42,419 73,680 SH   SOLE   73,680 0 0
ADVANCED MICRO DEVIC COM 007903107 11,456 111,332 SH   SOLE   111,332 0 0
AFLAC INC COM 001055102 2,815 53,996 SH   SOLE   53,996 0 0
AGILENT TECHNOLOGIES COM 00846U101 3,555 22,569 SH   SOLE   22,569 0 0
AIRBNB INC A 009066101 3,355 20,000 SH   SOLE   20,000 0 0
ALIBABA GROUP HOLDIN COM 01609W102 651 4,400 SH   SOLE   4,400 0 0
ALLSTATE CORP/THE COM 020002101 3,056 24,008 SH   SOLE   24,008 0 0
ALLY FINANCIAL INC COM 02005N100 15,826 310,000 SH   SOLE   310,000 0 0
AMAZON.COM INC COM 023135106 166,831 50,785 SH   SOLE   50,785 0 0
AMERICAN EXPRESS CO COM 025816109 9,710 57,961 SH   SOLE   57,961 0 0
AMERICAN INTERNATION COM 026874784 3,482 63,442 SH   SOLE   63,442 0 0
AMERISOURCEBERGEN CO COM 03073E105 1,361 11,395 SH   SOLE   11,395 0 0
AMGEN INC COM 031162100 14,035 66,000 SH   SOLE   66,000 0 0
AMPHENOL CORP A 032095101 3,662 50,000 SH   SOLE   50,000 0 0
ANALOG DEVICES INC COM 032654105 25,122 150,000 SH   SOLE   150,000 0 0
ANTHEM INC COM 036752103 6,955 18,657 SH   SOLE   18,657 0 0
AON CORP A G0403H108 4,915 17,200 SH   SOLE   17,200 0 0
APPLE COMPUTER INC COM 037833100 232,440 1,642,688 SH   SOLE   1,642,688 0 0
APPLIED MATERIALS IN COM 038222105 46,876 364,143 SH   SOLE   364,143 0 0
APTIV PLC COM 85521B742 6,794 45,607 SH   SOLE   45,607 0 0
ARCHER-DANIELS-MIDLA COM 039483102 3,601 60,000 SH   SOLE   60,000 0 0
ARTHUR J GALLAGHER & COM 363576109 7,433 50,000 SH   SOLE   50,000 0 0
AT&T CORP COM 00206R102 21,608 800,000 SH   SOLE   800,000 0 0
AUTODESK INC COM 052769106 11,692 41,000 SH   SOLE   41,000 0 0
AUTOMATIC DATA PROCE COM 053015103 3,998 20,000 SH   SOLE   20,000 0 0
AUTOZONE INC COM 053332102 4,245 2,500 SH   SOLE   2,500 0 0
BANK OF AMERICA CORP COM 060505104 33,735 794,693 SH   SOLE   794,693 0 0
BANK OF NEW YORK CO COM 064058100 3,208 61,874 SH   SOLE   61,874 0 0
BAXTER INTERNATIONAL COM 071813109 2,845 35,373 SH   SOLE   35,373 0 0
BECTON DICKINSON & C COM 075887109 4,840 19,688 SH   SOLE   19,688 0 0
BERKSHIRE HATHAWAY I COM 084670702 33,327 122,105 SH   SOLE   122,105 0 0
BIOGEN IDEC INC COM 09062X103 424 1,500 SH   SOLE   1,500 0 0
BLACKROCK INC/NEW YO COM 09247X101 12,580 15,000 SH   SOLE   15,000 0 0
BLACKSTONE GROUP INC COM 09260D107 8,144 70,000 SH   SOLE   70,000 0 0
BOEING CO COM 097023105 10,997 50,000 SH   SOLE   50,000 0 0
BOSTON SCIENTIFIC CO COM 101137107 9,528 219,589 SH   SOLE   219,589 0 0
BRISTOL-MYERS SQUIBB COM 110122108 19,075 322,368 SH   SOLE   322,368 0 0
CAPITAL ONE FINANCIA COM 14040H105 6,479 40,000 SH   SOLE   40,000 0 0
CARDINAL HEALTH INC COM 14149Y108 1,075 21,743 SH   SOLE   21,743 0 0
CARRIER GLOBAL CORP COM 14448C104 3,094 59,780 SH   SOLE   59,780 0 0
CATERPILLAR INC COM 149123101 15,651 81,530 SH   SOLE   81,530 0 0
CBS CORP B 92556H206 3,161 80,000 SH   SOLE   80,000 0 0
CENTENE CORP COM 15135B101 8,111 130,164 SH   SOLE   130,164 0 0
CERNER CORP COM 156782104 1,637 23,220 SH   SOLE   23,220 0 0
CERTEGY INC COM 31620M106 3,164 26,000 SH   SOLE   26,000 0 0
CHARLES SCHWAB CORP/ COM 808513105 13,242 181,799 SH   SOLE   181,799 0 0
CHARTER COMMUNICATIO A 16119P108 8,902 12,236 SH   SOLE   12,236 0 0
CHICAGO MERCANTILE E COM 12572Q105 8,821 45,615 SH   SOLE   45,615 0 0
CHIPOTLE MEXICAN GRI COM 169656105 9,088 5,000 SH   SOLE   5,000 0 0
CHUBB CORP COM H1467J104 9,236 53,237 SH   SOLE   53,237 0 0
CINTAS CORP COM 172908105 5,710 15,000 SH   SOLE   15,000 0 0
CISCO SYSTEMS INC COM 17275R102 38,101 700,000 SH   SOLE   700,000 0 0
CITIGROUP INC COM 172967424 17,545 250,000 SH   SOLE   250,000 0 0
COCA-COLA CO/THE COM 191216100 27,284 519,985 SH   SOLE   519,985 0 0
COLGATE-PALMOLIVE CO COM 194162103 4,493 59,446 SH   SOLE   59,446 0 0
COMCAST CORP A 20030N101 27,209 486,492 SH   SOLE   486,492 0 0
CONSTELLATION BRANDS A 21036P108 3,792 18,000 SH   SOLE   18,000 0 0
COPART INC COM 217204106 2,774 20,000 SH   SOLE   20,000 0 0
COSTAR GROUP INC COM 22160N109 3,442 40,000 SH   SOLE   40,000 0 0
COSTCO WHOLESALE COR COM 22160K105 24,220 53,900 SH   SOLE   53,900 0 0
CROWDSTRIKE HOLDINGS A 22788C105 2,458 10,000 SH   SOLE   10,000 0 0
CSX CORP COM 126408103 5,948 200,000 SH   SOLE   200,000 0 0
CUMMINS INC COM 231021106 3,368 15,000 SH   SOLE   15,000 0 0
CVS CORP COM 126650100 8,049 94,845 SH   SOLE   94,845 0 0
DANAHER CORP COM 235851102 27,470 90,230 SH   SOLE   90,230 0 0
DARDEN RESTAURANTS I COM 237194105 2,272 15,000 SH   SOLE   15,000 0 0
DATADOG INC COM 23804L103 7,774 55,000 SH   SOLE   55,000 0 0
DEERE & CO COM 244199105 13,738 41,000 SH   SOLE   41,000 0 0
DOCUSIGN INC COM 256163106 3,604 14,000 SH   SOLE   14,000 0 0
DOLLAR GENERAL CORP COM 256677105 6,947 32,748 SH   SOLE   32,748 0 0
DOLLAR TREE STORES I COM 256746108 4,786 50,000 SH   SOLE   50,000 0 0
DOMINION RESOURCES I COM 25746U109 3,651 50,000 SH   SOLE   50,000 0 0
DR PEPPER SNAPPLE GR COM 49271V100 3,416 100,000 SH   SOLE   100,000 0 0
EATON CORP COM 962879102 11,168 74,800 SH   SOLE   74,800 0 0
EBAY INC COM 278642103 4,180 60,000 SH   SOLE   60,000 0 0
ECOLAB INC COM 278865100 3,567 17,100 SH   SOLE   17,100 0 0
EDWARDS LIFESCIENCES COM 28176E108 9,283 82,000 SH   SOLE   82,000 0 0
ELECTRONIC ARTS INC COM 285512109 6,045 42,493 SH   SOLE   42,493 0 0
ELI LILLY & CO COM 532457108 23,917 103,516 SH   SOLE   103,516 0 0
EMERSON ELECTRIC CO COM 291011104 32,004 339,746 SH   SOLE   339,746 0 0
ENERGY SELECT SECTOR COM 81369Y506 1,250 24,000 SH   SOLE   24,000 0 0
EQUIFAX INC COM 294429105 3,041 12,000 SH   SOLE   12,000 0 0
EQUINIX INC COM 29444U700 3,635 4,600 SH   SOLE   4,600 0 0
ESTEE LAUDER COS INC A 518439104 23,194 77,333 SH   SOLE   77,333 0 0
EXELON CORP COM 30161N101 3,867 80,000 SH   SOLE   80,000 0 0
EXPEDIA INC COM 30212P303 3,278 20,000 SH   SOLE   20,000 0 0
FACEBOOK INC A 30303M102 87,487 257,778 SH   SOLE   257,778 0 0
FAIR ISAAC CORP COM 303250104 1,353 3,400 SH   SOLE   3,400 0 0
FASTENAL CO COM 311900104 3,871 75,000 SH   SOLE   75,000 0 0
FEDEX CORP COM 31428X106 9,446 43,074 SH   SOLE   43,074 0 0
FINANCIAL SELECT SEC COM 81369Y605 69,761 1,858,811 SH   SOLE   1,858,811 0 0
FIRST REPUBLIC BANK/ COM 33616C100 9,451 49,000 SH   SOLE   49,000 0 0
FPL GROUP INC COM 65339F101 74,673 951,000 SH   SOLE   951,000 0 0
GARMIN LTD COM H2906T109 2,332 15,000 SH   SOLE   15,000 0 0
GENERAL ELECTRIC CO COM 369604301 10,303 100,000 SH   SOLE   100,000 0 0
GENERAL MOTORS CORP COM 37045V100 16,272 308,711 SH   SOLE   308,711 0 0
GILEAD SCIENCES INC COM 375558103 8,768 125,524 SH   SOLE   125,524 0 0
GLOBAL PAYMENTS INC COM 37940X102 6,278 39,840 SH   SOLE   39,840 0 0
GOLDMAN SACHS GROUP COM 38141G104 16,692 44,156 SH   SOLE   44,156 0 0
GOOGLE INC C 02079K107 60,766 22,799 SH   SOLE   22,799 0 0
GOOGLE INC A 02079K305 135,224 50,579 SH   SOLE   50,579 0 0
HARTFORD FINANCIAL S COM 416515104 7,025 100,000 SH   SOLE   100,000 0 0
HASBRO INC COM 418056107 2,231 25,000 SH   SOLE   25,000 0 0
HCA INC COM 40412C101 4,829 19,895 SH   SOLE   19,895 0 0
HDFC BANK LTD COM 40415F101 3,508 48,000 SH   SOLE   48,000 0 0
HEALTH CARE REIT INC COM 95040Q104 13,971 169,555 SH   SOLE   169,555 0 0
HEALTH CARE SELECT S COM 81369Y209 127 1,000 SH   SOLE   1,000 0 0
HERSHEY FOODS CORP COM 427866108 3,385 20,000 SH   SOLE   20,000 0 0
HOME DEPOT INC COM 437076102 42,434 129,270 SH   SOLE   129,270 0 0
HONEYWELL INTERNATIO COM 438516106 15,385 72,473 SH   SOLE   72,473 0 0
HORIZON PHARMA INC COM 44045A102 6,572 60,000 SH   SOLE   60,000 0 0
HUBSPOT INC COM 443573100 3,380 5,000 SH   SOLE   5,000 0 0
HUMANA INC COM 444859102 3,834 9,852 SH   SOLE   9,852 0 0
IDEXX LABORATORIES I COM 45168D104 3,607 5,800 SH   SOLE   5,800 0 0
ILLINOIS TOOL WORKS COM 452308109 5,579 27,000 SH   SOLE   27,000 0 0
ILLUMINA INC COM 452327109 6,819 16,812 SH   SOLE   16,812 0 0
INGERSOLL-RAND CO COM 45687V106 3,781 75,000 SH   SOLE   75,000 0 0
INTEL CORP COM 458140100 18,996 356,527 SH   SOLE   356,527 0 0
INTERCONTINENTALEXCH COM 45866F104 10,793 94,000 SH   SOLE   94,000 0 0
INTERNATIONAL BUSINE COM 459200101 17,366 125,000 SH   SOLE   125,000 0 0
INTUIT INC COM 461202103 22,659 42,000 SH   SOLE   42,000 0 0
INTUITIVE SURGICAL I COM 46120E602 29,929 30,105 SH   SOLE   30,105 0 0
ISHARES RUSSELL 2000 COM 464287655 147,656 675,000 SH   SOLE   675,000 0 0
JOHNSON & JOHNSON COM 478160104 33,658 208,408 SH   SOLE   208,408 0 0
JOHNSON CONTROLS INC A 479167108 18,928 278,031 SH   SOLE   278,031 0 0
JPMORGAN CHASE & CO COM 46625H100 83,303 508,908 SH   SOLE   508,908 0 0
KEYSIGHT TECHNOLOGIE COM 49338L103 13,307 81,000 SH   SOLE   81,000 0 0
KIMBERLY-CLARK CORP COM 494368103 3,325 25,102 SH   SOLE   25,102 0 0
KKR & CO INC COM 48251W104 3,653 60,000 SH   SOLE   60,000 0 0
LAM RESEARCH CORP COM 512807108 13,883 24,393 SH   SOLE   24,393 0 0
LENNAR CORP A 526057104 9,368 100,000 SH   SOLE   100,000 0 0
LIBERTY BROADBAND CO C 530307305 3,454 20,000 SH   SOLE   20,000 0 0
LIBERTY GLOBAL INC COM 531229AF9 11,784 400,000 SH   SOLE   400,000 0 0
LOWE'S COS INC COM 548661107 21,623 106,593 SH   SOLE   106,593 0 0
LULULEMON ATHLETICA COM 550021109 3,238 8,000 SH   SOLE   8,000 0 0
MARKIT LTD COM G47567105 6,739 57,789 SH   SOLE   57,789 0 0
MARRIOTT INTERNATION A 571903202 10,366 70,000 SH   SOLE   70,000 0 0
MARSH & MCLENNAN COS COM 571748102 9,377 61,924 SH   SOLE   61,924 0 0
MARTIN MARIETTA MATE COM 573284106 2,802 8,200 SH   SOLE   8,200 0 0
MASTERCARD INC A 57636Q104 46,460 133,629 SH   SOLE   133,629 0 0
MATCH GROUP INC COM 57667L107 3,925 25,000 SH   SOLE   25,000 0 0
MCDONALD'S CORP COM 580135101 14,529 60,259 SH   SOLE   60,259 0 0
MCGRAW-HILL COS INC/ COM 78409V104 13,750 32,362 SH   SOLE   32,362 0 0
MCKESSON CORP COM 58155Q103 6,676 33,485 SH   SOLE   33,485 0 0
MEDTRONIC INC COM G5960L103 19,768 157,706 SH   SOLE   157,706 0 0
MERCADOLIBRE INC COM 58733R102 5,478 3,262 SH   SOLE   3,262 0 0
MERCK & CO INC COM 58933Y105 19,694 262,203 SH   SOLE   262,203 0 0
METLIFE INC COM 59156R108 3,583 58,051 SH   SOLE   58,051 0 0
METROPCS COMMUNICATI COM 872590104 9,126 71,432 SH   SOLE   71,432 0 0
MICRON TECHNOLOGY IN COM 595112103 19,119 269,358 SH   SOLE   269,358 0 0
MICROSOFT CORP COM 594918104 250,199 887,483 SH   SOLE   887,483 0 0
MODERNA INC COM 60770K107 9,622 25,000 SH   SOLE   25,000 0 0
MONDELEZ INTERNATION A 609207105 6,982 120,000 SH   SOLE   120,000 0 0
MONGODB INC A 60937P106 7,544 16,000 SH   SOLE   16,000 0 0
MONSTER WORLDWIDE IN COM 61174X109 3,553 40,000 SH   SOLE   40,000 0 0
MOODY'S CORP COM 615369105 7,783 21,918 SH   SOLE   21,918 0 0
MORGAN STANLEY COM 617446448 41,444 425,901 SH   SOLE   425,901 0 0
NETFLIX INC COM 64110L106 22,884 37,494 SH   SOLE   37,494 0 0
NIKE INC B 654106103 24,181 166,498 SH   SOLE   166,498 0 0
NORFOLK SOUTHERN COR COM 655844108 3,589 15,000 SH   SOLE   15,000 0 0
NVIDIA CORP COM 67066G104 72,562 350,268 SH   SOLE   350,268 0 0
NXP SEMICONDUCTOR NV COM N6596X109 22,329 114,000 SH   SOLE   114,000 0 0
OKTA INC A 679295105 9,494 40,000 SH   SOLE   40,000 0 0
OLD DOMINION FREIGHT COM 679580100 2,860 10,000 SH   SOLE   10,000 0 0
OMNICOM GROUP COM 681919106 3,623 50,000 SH   SOLE   50,000 0 0
ON SEMICONDUCTOR COR COM 682189105 4,119 90,000 SH   SOLE   90,000 0 0
ORACLE CORP COM 68389X105 13,941 160,000 SH   SOLE   160,000 0 0
OTIS WORLDWIDE CORP COM 68902V107 2,459 29,890 SH   SOLE   29,890 0 0
PACCAR INC COM 693718108 3,157 40,000 SH   SOLE   40,000 0 0
PALO ALTO NETWORKS I COM 697435105 3,832 8,000 SH   SOLE   8,000 0 0
PARKER HANNIFIN CORP COM 701094104 3,355 12,000 SH   SOLE   12,000 0 0
PAYPAL HOLDINGS INC COM 70450Y103 55,145 211,924 SH   SOLE   211,924 0 0
PELOTON INTERACTIVE COM 70614W100 2,176 25,000 SH   SOLE   25,000 0 0
PENTAIR INC COM G7S00T104 2,542 35,000 SH   SOLE   35,000 0 0
PEPSICO INC COM 713448108 27,971 185,968 SH   SOLE   185,968 0 0
PFIZER INC COM 717081103 21,650 503,369 SH   SOLE   503,369 0 0
PINTEREST INC A 72352L106 2,802 55,000 SH   SOLE   55,000 0 0
PNC FINANCIAL SERVIC COM 693475105 6,353 32,472 SH   SOLE   32,472 0 0
POOL CORP COM 73278L105 3,041 7,000 SH   SOLE   7,000 0 0
PRICELINE.COM INC COM 09857L108 16,261 6,850 SH   SOLE   6,850 0 0
PROCTER & GAMBLE CO COM 742718109 42,946 307,193 SH   SOLE   307,193 0 0
PROGRESSIVE CORP/THE COM 743315103 3,854 42,639 SH   SOLE   42,639 0 0
PROLOGIS COM 74340W103 9,285 74,028 SH   SOLE   74,028 0 0
PRUDENTIAL FINANCIAL COM 744320102 3,084 29,318 SH   SOLE   29,318 0 0
PUBLIC STORAGE INC COM 74460D109 3,405 11,461 SH   SOLE   11,461 0 0
PULTE HOMES INC COM 745867101 2,296 50,000 SH   SOLE   50,000 0 0
QUALCOMM INC COM 747525103 12,898 100,000 SH   SOLE   100,000 0 0
RAYMOND JAMES FUNDS COM 754730109 102,346 6,684,938 SH   SOLE   6,684,938 0 0
RAYTHEON TECHNOLOGIE COM 75513E101 11,794 137,209 SH   SOLE   137,209 0 0
REGENERON PHARMACEUT COM 75886F107 5,478 9,052 SH   SOLE   9,052 0 0
ROCKWELL AUTOMATION COM 773903109 3,528 12,000 SH   SOLE   12,000 0 0
ROPER INDUSTRIES INC COM 776696106 3,569 8,000 SH   SOLE   8,000 0 0
ROSS STORES INC COM 778296103 3,592 33,000 SH   SOLE   33,000 0 0
SALESFORCE.COM INC COM 79466L302 26,244 96,761 SH   SOLE   96,761 0 0
SEAGATE TECHNOLOGY COM G7997R103 2,888 35,000 SH   SOLE   35,000 0 0
SHERWIN-WILLIAMS CO/ COM 824348106 4,392 15,700 SH   SOLE   15,700 0 0
SIMON PROPERTY GROUP COM 828806109 2,920 22,464 SH   SOLE   22,464 0 0
SKYWORKS SOLUTIONS I COM 83088M102 14,830 90,000 SH   SOLE   90,000 0 0
SNAP INC A 83304A106 5,540 75,000 SH   SOLE   75,000 0 0
SOUTHWEST AIRLINES C COM 844741108 7,406 144,000 SH   SOLE   144,000 0 0
SPDR TRUST SERIES 1 COM 78462F103 583,262 1,359,142 SH   SOLE   1,359,142 0 0
SQUARE INC A 852234103 7,195 30,000 SH   SOLE   30,000 0 0
ST PAUL TRAVELERS CO COM 89417E109 2,887 18,990 SH   SOLE   18,990 0 0
STANLEY WORKS/THE COM 854502101 3,156 18,000 SH   SOLE   18,000 0 0
STARBUCKS CORP COM 855244109 12,134 110,000 SH   SOLE   110,000 0 0
STRYKER CORP COM 863667101 6,476 24,555 SH   SOLE   24,555 0 0
SVB FINANCIAL GROUP COM 78486Q101 37,842 58,500 SH   SOLE   58,500 0 0
SYNCHRONY FINANCIAL COM 87165B103 3,910 80,000 SH   SOLE   80,000 0 0
SYNOPSYS INC COM 871607107 11,229 37,505 SH   SOLE   37,505 0 0
SYSCO CORP COM 871829107 3,533 45,000 SH   SOLE   45,000 0 0
TARGET CORP COM 87612E106 11,439 50,000 SH   SOLE   50,000 0 0
TERADYNE INC COM 880770102 14,738 135,000 SH   SOLE   135,000 0 0
TESLA MOTORS INC COM 88160R101 67,168 86,615 SH   SOLE   86,615 0 0
TEXAS INSTRUMENTS IN COM 882508104 14,416 75,000 SH   SOLE   75,000 0 0
THERMO ELECTRON CORP COM 883556102 34,448 60,295 SH   SOLE   60,295 0 0
TJX COS INC COM 872540109 12,338 187,000 SH   SOLE   187,000 0 0
TRADE DESK INC/THE A 88339J105 2,461 35,000 SH   SOLE   35,000 0 0
TRANE TECHNOLOGIES P COM G8994E103 8,739 50,618 SH   SOLE   50,618 0 0
TRIMBLE NAVIGATION L COM 896239100 5,758 70,000 SH   SOLE   70,000 0 0
TSMC COM 874039100 8,977 80,400 SH   SOLE   80,400 0 0
TWITTER INC COM 90184L102 4,442 73,557 SH   SOLE   73,557 0 0
TYCO ELECTRONICS LTD COM H84989104 22,120 161,203 SH   SOLE   161,203 0 0
UBER TECHNOLOGIES IN COM 90353T100 4,480 100,000 SH   SOLE   100,000 0 0
UNION PACIFIC CORP COM 907818108 16,778 85,600 SH   SOLE   85,600 0 0
UNITED PARCEL SERVIC B 911312106 12,552 68,929 SH   SOLE   68,929 0 0
UNITED RENTALS INC COM 911363109 4,211 12,000 SH   SOLE   12,000 0 0
UNITEDHEALTH GROUP I COM 91324P102 52,477 134,301 SH   SOLE   134,301 0 0
WALGREEN CO COM 931427108 3,294 70,000 SH   SOLE   70,000 0 0
WALT DISNEY CO COM 254687106 25,376 150,000 SH   SOLE   150,000 0 0
VANECK VECTORS RUSSI COM 92189F403 1,182 39,000 SH   SOLE   39,000 0 0
WASTE MANAGEMENT INC COM 94106L109 5,974 40,000 SH   SOLE   40,000 0 0
WELLS FARGO & CO COM 949746101 28,774 620,000 SH   SOLE   620,000 0 0
VERISK ANALYTICS INC COM 92345Y106 4,005 20,000 SH   SOLE   20,000 0 0
VERIZON COMMUNICATIO COM 92343V104 15,826 293,015 SH   SOLE   293,015 0 0
VERTEX PHARMACEUTICA COM 92532F100 5,200 28,666 SH   SOLE   28,666 0 0
WESTERN DIGITAL CORP COM 958102105 3,386 60,000 SH   SOLE   60,000 0 0
WEYERHAEUSER CO COM 962166104 1,932 54,328 SH   SOLE   54,328 0 0
VF CORP COM 918204108 2,345 35,000 SH   SOLE   35,000 0 0
WHIRLPOOL CORP COM 963320106 3,058 15,000 SH   SOLE   15,000 0 0
VIATRIS INC COM 92556V106 834 61,526 SH   SOLE   61,526 0 0
WILLIS GROUP HOLDING COM 970646105 2,187 9,407 SH   SOLE   9,407 0 0
VISA INC A 92826C839 45,261 203,194 SH   SOLE   203,194 0 0
VULCAN MATERIALS CO COM 929160109 13,533 80,000 SH   SOLE   80,000 0 0
WW GRAINGER INC COM 384802104 3,144 8,000 SH   SOLE   8,000 0 0
XILINX INC COM 983919101 4,530 30,000 SH   SOLE   30,000 0 0
XYLEM INC/NY COM 98419M100 3,092 25,000 SH   SOLE   25,000 0 0
YUM! BRANDS INC COM 988498101 3,669 30,000 SH   SOLE   30,000 0 0
ZIMMER HOLDINGS INC COM 98956P102 2,191 14,973 SH   SOLE   14,973 0 0
ZOETIS INC A 98978V103 7,924 40,814 SH   SOLE   40,814 0 0
ZOOM VIDEO COMMUNICA A 98980L101 13,075 50,000 SH   SOLE   50,000 0 0
ZSCALER INC COM 98980G102 2,622 10,000 SH   SOLE   10,000 0 0