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 7,921 41,400 SH   SOLE   41,400 0 0
ABBOTT LABS COM 002824100 26,322 592,700 SH   SOLE   592,700 0 0
ABBVIE INC COM 00287Y109 19,294 296,100 SH   SOLE   296,100 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 20,200 168,500 SH   SOLE   168,500 0 0
ADOBE SYS INC COM 00724F101 43,073 331,000 SH   SOLE   331,000 0 0
AETNA INC NEW COM 00817Y108 12,755 100,000 SH   SOLE   100,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 14,567 244,000 SH   SOLE   244,000 0 0
ALLERGAN PLC SHS G0177J108 121,300 507,700 SH   SOLE   507,700 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 2,913 11,700 SH   SOLE   11,700 0 0
ALPHABET INC CAP STK CL C 02079K107 164,715 198,557 SH   SOLE   198,557 0 0
ALPHABET INC CAP STK CL A 02079K305 98,938 116,700 SH   SOLE   116,700 0 0
ALTRIA GROUP INC COM 02209S103 54,108 757,600 SH   SOLE   757,600 0 0
AMAZON COM INC COM 023135106 162,679 183,500 SH   SOLE   183,500 0 0
AMERICAN TOWER CORP NEW COM 03027X100 51,752 425,800 SH   SOLE   425,800 0 0
AMGEN INC COM 031162100 14,044 85,600 SH   SOLE   85,600 0 0
ANADARKO PETE CORP COM 032511107 44,206 713,000 SH   SOLE   713,000 0 0
ANALOG DEVICES INC COM 032654105 35,000 427,082 SH   SOLE   427,082 0 0
ANTHEM INC COM 036752103 9,344 56,500 SH   SOLE   56,500 0 0
APPLE INC COM 037833100 279,893 1,948,300 SH   SOLE   1,948,300 0 0
APPLIED MATLS INC COM 038222105 38,667 994,000 SH   SOLE   994,000 0 0
AT&T INC COM 00206R102 85,987 2,069,466 SH   SOLE   2,069,466 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 8,089 79,000 SH   SOLE   79,000 0 0
AUTOZONE INC COM 053332102 11,930 16,500 SH   SOLE   16,500 0 0
BANK AMER CORP COM 060505104 87,043 3,689,849 SH   SOLE   3,689,849 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 105,175 631,000 SH   SOLE   631,000 0 0
BIOGEN INC COM 09062X103 22,065 80,700 SH   SOLE   80,700 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 54,725 1,842,600 SH   SOLE   1,842,600 0 0
BOEING CO COM 097023105 52,173 295,000 SH   SOLE   295,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 13,679 550,000 SH   SOLE   550,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 30,576 562,277 SH   SOLE   562,277 0 0
BROADCOM LTD SHS Y09827109 72,531 331,252 SH   SOLE   331,252 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 4,124 70,000 SH   SOLE   70,000 0 0
CATERPILLAR INC DEL COM 149123101 9,740 105,000 SH   SOLE   105,000 0 0
CELGENE CORP COM 151020104 100,378 806,700 SH   SOLE   806,700 0 0
CERNER CORP COM 156782104 8,470 143,900 SH   SOLE   143,900 0 0
CHEVRON CORP NEW COM 166764100 91,458 851,800 SH   SOLE   851,800 0 0
CIGNA CORPORATION COM 125509109 34,279 234,000 SH   SOLE   234,000 0 0
CISCO SYS INC COM 17275R102 103,576 3,064,400 SH   SOLE   3,064,400 0 0
CITIGROUP INC COM NEW 172967424 148,047 2,474,869 SH   SOLE   2,474,869 0 0
COCA COLA CO COM 191216100 76,514 1,802,900 SH   SOLE   1,802,900 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 66,782 1,122,000 SH   SOLE   1,122,000 0 0
COLGATE PALMOLIVE CO COM 194162103 17,083 233,400 SH   SOLE   233,400 0 0
COMCAST CORP NEW CL A 20030N101 101,869 2,710,000 SH   SOLE   2,710,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 32,113 191,500 SH   SOLE   191,500 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 37,759 399,764 SH   SOLE   399,764 0 0
CVS HEALTH CORP COM 126650100 110,332 1,405,500 SH   SOLE   1,405,500 0 0
DEERE & CO COM 244199105 13,063 120,000 SH   SOLE   120,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 44,265 1,061,000 SH   SOLE   1,061,000 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 3,782 130,000 SH   SOLE   130,000 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 5,237 185,000 SH   SOLE   185,000 0 0
DISNEY WALT CO COM DISNEY 254687106 125,693 1,108,500 SH   SOLE   1,108,500 0 0
DOMINION RES INC VA NEW COM 25746U109 12,411 160,000 SH   SOLE   160,000 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 62,127 773,400 SH   SOLE   773,400 0 0
EATON CORP PLC SHS G29183103 43,603 588,047 SH   SOLE   588,047 0 0
ECOLAB INC COM 278865100 21,885 174,600 SH   SOLE   174,600 0 0
ENVISION HEALTHCARE CORP COM 29414D100 24,325 396,691 SH   SOLE   396,691 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 49,333 748,488 SH   SOLE   748,488 0 0
EXXON MOBIL CORP COM 30231G102 133,913 1,632,879 SH   SOLE   1,632,879 0 0
FACEBOOK INC CL A 30303M102 139,209 980,000 SH   SOLE   980,000 0 0
FEDEX CORP COM 31428X106 67,990 348,400 SH   SOLE   348,400 0 0
FLEX LTD ORD Y2573F102 17,351 1,032,800 SH   SOLE   1,032,800 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 14,387 1,236,000 SH   SOLE   1,236,000 0 0
FORTIVE CORP COM 34959J108 2,288 38,000 SH   SOLE   38,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 2,672 200,000 SH   SOLE   200,000 0 0
GENERAL ELECTRIC CO COM 369604103 88,085 2,955,850 SH   SOLE   2,955,850 0 0
GENERAL MTRS CO COM 37045V100 6,082 172,000 SH   SOLE   172,000 0 0
GILEAD SCIENCES INC COM 375558103 38,035 560,000 SH   SOLE   560,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 80,425 350,100 SH   SOLE   350,100 0 0
HCA HOLDINGS INC COM 40412C101 1,157 13,000 SH   SOLE   13,000 0 0
HESS CORP COM 42809H107 37,170 771,000 SH   SOLE   771,000 0 0
HOME DEPOT INC COM 437076102 101,900 694,000 SH   SOLE   694,000 0 0
HONEYWELL INTL INC COM 438516106 97,972 784,600 SH   SOLE   784,600 0 0
HUMANA INC COM 444859102 1,319 6,400 SH   SOLE   6,400 0 0
ILLINOIS TOOL WKS INC COM 452308109 39,145 295,500 SH   SOLE   295,500 0 0
INTEL CORP COM 458140100 30,263 839,000 SH   SOLE   839,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 16,479 21,500 SH   SOLE   21,500 0 0
ISHARES MSCI AUST ETF 464286103 45,785 2,025,000 SH   SOLE   2,025,000 0 0
ISHARES MSCI GERMANY ETF 464286806 23,000 800,000 SH   SOLE   800,000 0 0
ISHARES TR CORE S&P MCP ETF 464287507 77,049 450,000 SH   SOLE   450,000 0 0
ISHARES TR CORE S&P SCP ETF 464287804 13,832 200,000 SH   SOLE   200,000 0 0
ISHARES TR MSCI ACWI EX US 464288240 49,727 1,140,000 SH   SOLE   1,140,000 0 0
JOHNSON & JOHNSON COM 478160104 113,876 914,300 SH   SOLE   914,300 0 0
JOHNSON CTLS INTL PLC SHS G51502105 7,240 171,900 SH   SOLE   171,900 0 0
JPMORGAN CHASE & CO COM 46625H100 215,423 2,452,450 SH   SOLE   2,452,450 0 0
KINDER MORGAN INC DEL COM 49456B101 33,306 1,532,000 SH   SOLE   1,532,000 0 0
KRAFT HEINZ CO COM 500754106 20,227 222,733 SH   SOLE   222,733 0 0
LENNAR CORP CL A 526057104 55,694 1,088,000 SH   SOLE   1,088,000 0 0
LILLY ELI & CO COM 532457108 21,389 254,300 SH   SOLE   254,300 0 0
LOWES COS INC COM 548661107 44,738 544,200 SH   SOLE   544,200 0 0
MASTERCARD INCORPORATED CL A 57636Q104 32,144 285,800 SH   SOLE   285,800 0 0
MCDONALDS CORP COM 580135101 40,413 311,800 SH   SOLE   311,800 0 0
MCKESSON CORP COM 58155Q103 53,996 364,200 SH   SOLE   364,200 0 0
MEDTRONIC PLC SHS G5960L103 82,874 1,028,720 SH   SOLE   1,028,720 0 0
MERCK & CO INC COM 58933Y105 52,482 825,970 SH   SOLE   825,970 0 0
MICRON TECHNOLOGY INC COM 595112103 21,964 760,000 SH   SOLE   760,000 0 0
MICROSOFT CORP COM 594918104 153,843 2,335,900 SH   SOLE   2,335,900 0 0
MONDELEZ INTL INC CL A 609207105 34,601 803,200 SH   SOLE   803,200 0 0
MONSANTO CO NEW COM 61166W101 60,211 531,900 SH   SOLE   531,900 0 0
MORGAN STANLEY COM NEW 617446448 25,532 596,000 SH   SOLE   596,000 0 0
MYLAN N V SHS EURO N59465109 1,794 46,000 SH   SOLE   46,000 0 0
NIKE INC CL B 654106103 68,192 1,223,600 SH   SOLE   1,223,600 0 0
NORFOLK SOUTHERN CORP COM 655844108 7,871 70,300 SH   SOLE   70,300 0 0
NORTHROP GRUMMAN CORP COM 666807102 40,266 169,300 SH   SOLE   169,300 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 24,711 390,000 SH   SOLE   390,000 0 0
OMNICOM GROUP INC COM 681919106 21,820 253,100 SH   SOLE   253,100 0 0
ORACLE CORP COM 68389X105 85,157 1,908,920 SH   SOLE   1,908,920 0 0
PAYPAL HLDGS INC COM 70450Y103 11,831 275,000 SH   SOLE   275,000 0 0
PEPSICO INC COM 713448108 93,247 833,600 SH   SOLE   833,600 0 0
PFIZER INC COM 717081103 98,385 2,875,897 SH   SOLE   2,875,897 0 0
PHILIP MORRIS INTL INC COM 718172109 100,120 886,800 SH   SOLE   886,800 0 0
PIONEER NAT RES CO COM 723787107 11,733 63,000 SH   SOLE   63,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 25,166 209,300 SH   SOLE   209,300 0 0
PRAXAIR INC COM 74005P104 57,046 481,000 SH   SOLE   481,000 0 0
PRICELINE GRP INC COM NEW 741503403 32,396 18,200 SH   SOLE   18,200 0 0
PROCTER AND GAMBLE CO COM 742718109 122,903 1,367,862 SH   SOLE   1,367,862 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 25,634 578,000 SH   SOLE   578,000 0 0
PULTE GROUP INC COM 745867101 33,394 1,418,000 SH   SOLE   1,418,000 0 0
QUALCOMM INC COM 747525103 59,960 1,045,700 SH   SOLE   1,045,700 0 0
RAYTHEON CO COM NEW 755111507 15,250 100,000 SH   SOLE   100,000 0 0
REXNORD CORP NEW COM 76169B102 2,665 115,473 SH   SOLE   115,473 0 0
SALESFORCE COM INC COM 79466L302 10,773 130,600 SH   SOLE   130,600 0 0
SCHLUMBERGER LTD COM 806857108 101,296 1,297,003 SH   SOLE   1,297,003 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 5,731 105,000 SH   SOLE   105,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 41,417 240,750 SH   SOLE   240,750 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 24,029 440,000 SH   SOLE   440,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 13,553 362,000 SH   SOLE   362,000 0 0
SPDR SERIES TRUST OILGAS EQUIP 78464A748 29,231 1,455,000 SH   SOLE   1,455,000 0 0
SPDR SERIES TRUST S&P INS ETF 78464A789 51,805 602,800 SH   SOLE   602,800 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 22,182 319,900 SH   SOLE   319,900 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 25,450 439,400 SH   SOLE   439,400 0 0
STARBUCKS CORP COM 855244109 55,985 958,800 SH   SOLE   958,800 0 0
STERICYCLE INC COM 858912108 8,952 108,000 SH   SOLE   108,000 0 0
SUNOPTA INC COM 8676EP108 13,817 1,987,900 SH   SOLE   1,987,900 0 0
TE CONNECTIVITY LTD REG SHS H84989104 43,844 588,119 SH   SOLE   588,119 0 0
TEXAS INSTRS INC COM 882508104 34,849 432,600 SH   SOLE   432,600 0 0
TEXTRON INC COM 883203101 6,011 126,300 SH   SOLE   126,300 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 68,997 449,200 SH   SOLE   449,200 0 0
TJX COS INC NEW COM 872540109 35,231 445,500 SH   SOLE   445,500 0 0
TRAVELERS COMPANIES INC COM 89417E109 38,655 320,682 SH   SOLE   320,682 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 33,297 1,028,000 SH   SOLE   1,028,000 0 0
UNION PAC CORP COM 907818108 96,057 906,879 SH   SOLE   906,879 0 0
UNITED CONTL HLDGS INC COM 910047109 31,668 448,300 SH   SOLE   448,300 0 0
UNITED TECHNOLOGIES CORP COM 913017109 64,178 571,952 SH   SOLE   571,952 0 0
UNITEDHEALTH GROUP INC COM 91324P102 56,518 344,600 SH   SOLE   344,600 0 0
US BANCORP DEL COM NEW 902973304 71,760 1,393,400 SH   SOLE   1,393,400 0 0
V F CORP COM 918204108 23,076 419,800 SH   SOLE   419,800 0 0
VALERO ENERGY CORP NEW COM 91913Y100 19,556 295,000 SH   SOLE   295,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 38,628 376,300 SH   SOLE   376,300 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 246,803 5,160,000 SH   SOLE   5,160,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 66,531 1,675,000 SH   SOLE   1,675,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 89,857 1,420,000 SH   SOLE   1,420,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 110,618 2,145,000 SH   SOLE   2,145,000 0 0
VANGUARD WORLD FDS UTILITIES ETF 92204A876 94,215 836,500 SH   SOLE   836,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 67,225 1,378,966 SH   SOLE   1,378,966 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 29,317 268,100 SH   SOLE   268,100 0 0
VISA INC COM CL A 92826C839 73,566 827,800 SH   SOLE   827,800 0 0
WAL-MART STORES INC COM 931142103 20,751 287,892 SH   SOLE   287,892 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 13,166 1,979,700 SH   SOLE   1,979,700 0 0
WELLS FARGO & CO NEW COM 949746101 93,606 1,681,755 SH   SOLE   1,681,755 0 0
WELLTOWER INC COM 95040Q104 40,793 576,000 SH   SOLE   576,000 0 0
WESTERN DIGITAL CORP COM 958102105 28,571 346,200 SH   SOLE   346,200 0 0
WILLIAMS SONOMA INC COM 969904101 17,695 330,000 SH   SOLE   330,000 0 0
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 7,484 240,500 SH   SOLE   240,500 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 46,747 554,600 SH   SOLE   554,600 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 63,339 518,704 SH   SOLE   518,704 0 0
ZOETIS INC CL A 98978V103 17,338 324,857 SH   SOLE   324,857 0 0