Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	WALGREEN CO	20,137,154	$1.493B	6.5%	—	—	COM	931422109
—	VALEANT PHARMACEUTICALS INTL	11,830,932	$1.492B	6.5%	—	—	COM	91911K102
ILMN	ILLUMINA INC	7,992,844	$1.427B	6.2%	—	—	COM	452327109
LOW	LOWES COS INC	22,907,968	$1.099B	4.8%	—	—	COM	548661107
LYB	LYONDELLBASELL INDUSTRIES N	10,771,736	$1.052B	4.6%	—	—	SHS - A -	N53745100
TMO	THERMO FISHER SCIENTIFIC INC	8,271,280	$976M	4.3%	—	—	COM	883556102
—	PIONEER NAT RES CO	4,072,836	$936M	4.1%	—	—	COM	723787107
BIDU	BAIDU INC	4,681,428	$875M	3.8%	—	—	SPON ADR REP A	056752108
COF	CAPITAL ONE FINL CORP	10,165,787	$840M	3.7%	—	—	COM	14040H105
REGN	REGENERON PHARMACEUTICALS	2,963,456	$837M	3.7%	—	—	COM	75886F107
MA	MASTERCARD INC	9,820,830	$722M	3.1%	—	—	CL A	57636Q104
—	MONSANTO CO NEW	5,780,631	$721M	3.1%	—	—	COM	61166W101
MHK	MOHAWK INDS INC	4,543,823	$629M	2.7%	—	—	COM	608190104
MDLZ	MONDELEZ INTL INC	15,898,877	$598M	2.6%	—	—	CL A	609207105
MU	MICRON TECHNOLOGY INC	17,699,068	$583M	2.5%	—	—	COM	595112103
NFLX	NETFLIX INC	1,317,517	$580M	2.5%	—	—	COM	64110L106
V	VISA INC	2,744,653	$578M	2.5%	—	—	COM CL A	92826C839
—	TIME WARNER INC	7,872,453	$553M	2.4%	—	—	COM NEW	887317303
—	CANADIAN PAC RY LTD	3,004,242	$544M	2.4%	—	—	COM	13645T100
—	TWENTY FIRST CENTY FOX INC	13,229,932	$465M	2.0%	—	—	CL A	90130A101
—	SALIX PHARMACEUTICALS INC	2,889,303	$356M	1.6%	—	—	COM	795435106
—	CAMERON INTERNATIONAL CORP	4,889,535	$331M	1.4%	—	—	COM	13342B105
—	KANSAS CITY SOUTHERN	3,027,831	$326M	1.4%	—	—	COM NEW	485170302
—	ALEXION PHARMACEUTICALS INC	2,006,092	$313M	1.4%	—	—	COM	015351109
STZ	CONSTELLATION BRANDS INC	3,308,832	$292M	1.3%	—	—	CL A	21036P108
META	FACEBOOK INC	4,087,288	$275M	1.2%	—	—	CL A	30303M102
—	ACTAVIS PLC	1,207,824	$269M	1.2%	—	—	SHS	G0083B108
DVA	DAVITA HEALTHCARE PARTNERS I	3,489,084	$252M	1.1%	—	—	COM	23918K108
—	NEWFIELD EXPL CO	5,364,990	$237M	1.0%	—	—	COM	651290108
—	MICHAEL KORS HLDGS LTD	2,658,573	$236M	1.0%	—	—	SHS	G60754101
AAPL	APPLE INC	2,286,178	$212M	0.9%	—	—	COM	037833100
VLO	VALERO ENERGY CORP NEW	4,218,837	$211M	0.9%	—	—	COM	91913Y100
WDAY	WORKDAY INC	2,271,588	$204M	0.9%	—	—	CL A	98138H101
HRB	BLOCK H & R INC	6,133,995	$200M	0.9%	—	—	COM	093671105
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	3,915,440	$192M	0.8%	—	—	CL A	192446102
—	HILTON WORLDWIDE HLDGS INC	7,681,424	$179M	0.8%	—	—	COM	43300A104
RL	RALPH LAUREN CORP	1,048,443	$168M	0.7%	—	—	CL A	751212101
—	ALLERGAN INC	803,369	$136M	0.6%	—	—	COM	018490102
ADSK	AUTODESK INC	2,238,794	$126M	0.6%	—	—	COM	052769106
UHS	UNIVERSAL HLTH SVCS INC	1,277,443	$122M	0.5%	—	—	CL B	913903100
ACAD	ACADIA PHARMACEUTICALS INC	4,757,878	$107M	0.5%	—	—	COM	004225108
—	WELLPOINT INC	954,285	$103M	0.4%	—	—	COM	94973V107
—	RITE AID CORP	13,458,963	$96.5M	0.4%	—	—	COM	767754104
—	ZYNGA INC	25,926,695	$83.22M	0.4%	—	—	CL A	98986T108
—	PRECISION CASTPARTS CORP	328,801	$82.99M	0.4%	—	—	COM	740189105
—	CTRIP COM INTL LTD	1,178,463	$75.47M	0.3%	—	—	AMERICAN DEP SHS	22943F100
—	CIMAREX ENERGY CO	498,700	$71.54M	0.3%	—	—	COM	171798101
—	CROWN CASTLE INTL CORP	918,640	$68.22M	0.3%	—	—	COM	228227104
—	TRIUMPH GROUP INC NEW	956,398	$66.78M	0.3%	—	—	COM	896818101
ZBH	ZIMMER HLDGS INC	603,193	$62.65M	0.3%	—	—	COM	98956P102
PFG	PRINCIPAL FINL GROUP INC	1,142,537	$57.67M	0.3%	—	—	COM	74251V102
MLCO	MELCO CROWN ENTMT LTD	1,541,269	$55.04M	0.2%	—	—	ADR	585464100
CNC	CENTENE CORP DEL	708,677	$53.58M	0.2%	—	—	COM	15135B101
MYGN	MYRIAD GENETICS INC	1,330,294	$51.77M	0.2%	—	—	COM	62855J104
ADBE	ADOBE SYS INC	685,000	$49.57M	0.2%	—	—	COM	00724F101
—	INTERCEPT PHARMACEUTICALS IN	208,077	$49.24M	0.2%	—	—	COM	45845P108
STT	STATE STR CORP	596,894	$40.15M	0.2%	—	—	COM	857477103
BB	BLACKBERRY LTD	3,888,791	$39.82M	0.2%	—	—	COM	09228F103
AAL	AMERICAN AIRLS GROUP INC	509,600	$21.89M	0.1%	—	—	COM	02376R102
—	SBA COMMUNICATIONS CORP	149,697	$15.31M	0.1%	—	—	COM	78388J106
ALLE	ALLEGION PUB LTD CO	234,242	$13.28M	0.1%	—	—	ORD SHS	G0176J109
—	CONCHO RES INC	17,370	$2.51M	0.0%	—	—	COM	20605P101