Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	1,475,225	$1.436B	9.3%	—	—	CAP STK CL A	02079K305
—	ENCANA CORP	93,384,875	$1.1B	7.1%	—	—	COM	292505104
V	VISA INC	10,220,406	$1.076B	7.0%	—	—	COM CL A	92826C839
META	FACEBOOK INC	4,399,672	$752M	4.9%	—	—	CL A	30303M102
MSFT	MICROSOFT CORP	10,087,538	$751M	4.9%	—	—	COM	594918104
NFLX	NETFLIX INC	3,921,345	$711M	4.6%	—	—	COM	64110L106
—	CANADIAN PAC RY LTD	3,429,705	$576M	3.7%	—	—	COM	13645T100
TD	TORONTO DOMINION BK ONT	9,641,054	$543M	3.5%	—	—	COM NEW	891160509
—	BROADCOM LTD	2,155,930	$523M	3.4%	—	—	SHS	Y09827109
LEN	LENNAR CORP	9,511,145	$502M	3.3%	—	—	CL A	526057104
—	UNITED TECHNOLOGIES CORP	4,178,808	$485M	3.1%	—	—	COM	913017109
—	LIBERTY MEDIA CORP DELAWARE	12,000,000	$457M	3.0%	—	—	COM SER C FRMLA	531229854
UNH	UNITEDHEALTH GROUP INC	2,104,322	$412M	2.7%	—	—	COM	91324P102
DE	DEERE & CO	3,071,419	$386M	2.5%	—	—	COM	244199105
AMZN	AMAZON COM INC	399,747	$384M	2.5%	—	—	COM	023135106
CRM	SALESFORCE COM INC	3,594,930	$336M	2.2%	—	—	COM	79466L302
MA	MASTERCARD INCORPORATED	2,150,301	$304M	2.0%	—	—	CL A	57636Q104
ADSK	AUTODESK INC	2,429,369	$273M	1.8%	—	—	COM	052769106
—	TWENTY FIRST CENTY FOX INC	10,243,384	$270M	1.7%	—	—	CL A	90130A101
RJF	RAYMOND JAMES FINANCIAL INC	3,200,735	$270M	1.7%	—	—	COM	754730109
XRAY	DENTSPLY SIRONA INC	3,553,517	$213M	1.4%	—	—	COM	24906P109
—	RICE ENERGY INC	7,268,612	$210M	1.4%	—	—	COM	762760106
—	PARSLEY ENERGY INC	7,898,810	$208M	1.3%	—	—	CL A	701877102
BUD	ANHEUSER BUSCH INBEV SA/NV	1,569,126	$187M	1.2%	—	—	SPONSORED ADR	03524A108
BAC	BANK AMER CORP	7,334,276	$186M	1.2%	—	—	COM	060505104
VZ	VERIZON COMMUNICATIONS INC	3,711,065	$184M	1.2%	—	—	COM	92343V104
JAZZ	JAZZ PHARMACEUTICALS PLC	1,197,466	$175M	1.1%	—	—	SHS USD	G50871105
ELV	ANTHEM INC	873,464	$166M	1.1%	—	—	COM	036752103
EQT	EQT CORP	2,487,125	$162M	1.1%	—	—	COM	26884L109
—	FLEETCOR TECHNOLOGIES INC	1,014,142	$157M	1.0%	—	—	COM	339041105
—	ANADARKO PETE CORP	3,107,713	$152M	1.0%	—	—	COM	032511107
JD	JD COM INC	3,522,966	$135M	0.9%	—	—	SPON ADR CL A	47215P106
MOH	MOLINA HEALTHCARE INC	1,947,207	$134M	0.9%	—	—	COM	60855R100
UHS	UNIVERSAL HLTH SVCS INC	1,193,887	$132M	0.9%	—	—	CL B	913903100
—	NUVASIVE INC	2,196,752	$122M	0.8%	—	—	COM	670704105
NWL	NEWELL BRANDS INC	2,682,011	$114M	0.7%	—	—	COM	651229106
CTRA	CABOT OIL & GAS CORP	4,065,094	$109M	0.7%	—	—	COM	127097103
ALGN	ALIGN TECHNOLOGY INC	581,967	$108M	0.7%	—	—	COM	016255101
WFC	WELLS FARGO CO NEW	1,897,895	$105M	0.7%	—	—	COM	949746101
—	SHIRE PLC	520,685	$79.74M	0.5%	—	—	SPONSORED ADR	82481R106
LNC	LINCOLN NATL CORP IND	995,600	$73.16M	0.5%	—	—	COM	534187109
ALB	ALBEMARLE CORP	536,095	$73.08M	0.5%	—	—	COM	012653101
—	GW PHARMACEUTICALS PLC	703,856	$71.43M	0.5%	—	—	ADS	36197T103
DPZ	DOMINOS PIZZA INC	358,790	$71.24M	0.5%	—	—	COM	25754A201
DHI	D R HORTON INC	1,529,716	$61.08M	0.4%	—	—	COM	23331A109
—	AVEXIS INC	591,360	$57.2M	0.4%	—	—	COM	05366U100
EFX	EQUIFAX INC	537,806	$57M	0.4%	—	—	COM	294429105
HDB	HDFC BANK LTD	575,483	$55.46M	0.4%	—	—	ADR REPS 3 SHS	40415F101
—	DECIPHERA PHARMACEUTICALS IN	2,491,542	$47.31M	0.3%	—	—	COM	24344T101
—	CALITHERA BIOSCIENCES INC	2,624,533	$41.34M	0.3%	—	—	COM	13089P101
EDIT	EDITAS MEDICINE INC	1,709,401	$41.04M	0.3%	—	—	COM	28106W103
JCI	JOHNSON CTLS INTL PLC	1,003,761	$40.44M	0.3%	—	—	SHS	G51502105
—	ABEONA THERAPEUTICS INC	2,238,720	$38.17M	0.2%	—	—	COM	00289Y107
—	WALGREENS BOOTS ALLIANCE INC	485,000	$37.45M	0.2%	—	—	COM	931427108
MHK	MOHAWK INDS INC	150,969	$37.37M	0.2%	—	—	COM	608190104
—	SPARK THERAPEUTICS INC	243,140	$21.68M	0.1%	—	—	COM	84652J103
PH	PARKER HANNIFIN CORP	91,228	$15.97M	0.1%	—	—	COM	701094104
CB	CHUBB LIMITED	63,218	$9.012M	0.1%	—	—	COM	H1467J104
—	ATYR PHARMA INC	1,777,784	$8.978M	0.1%	—	—	COM	002120103