|
Visa Inc., Class A
|
92826C839
|
Common Stocks
|
397,000
|
$67,426,480.00
|
4.71 %
|
|
Gilead Sciences, Inc.
|
375558103
|
Common Stocks
|
1,329,500
|
$65,052,435.00
|
4.53 %
|
|
MasterCard Incorporated, Class A
|
57636Q104
|
Common Stocks
|
118,500
|
$64,123,905.00
|
4.48 %
|
|
Monsanto Company
|
61166W101
|
Common Stocks
|
573,000
|
$60,525,990.00
|
4.22 %
|
|
Las Vegas Sands, Inc.
|
517834107
|
Common Stocks
|
951,000
|
$53,588,850.00
|
3.73 %
|
|
CBS Corporation, Class B
|
124857202
|
Common Stocks
|
1,137,600
|
$53,114,544.00
|
3.71 %
|
|
Biogen Idec Inc.
|
09062X103
|
Common Stocks
|
273,400
|
$52,741,594.00
|
3.68 %
|
|
Wynn Resorts, Limited
|
983134107
|
Common Stocks
|
401,800
|
$50,289,288.00
|
3.51 %
|
|
Apple Inc.
|
037833100
|
Common Stocks
|
108,900
|
$48,202,407.00
|
3.36 %
|
|
Canadian Pacific Railway Limited
|
13645T100
|
Common Stocks
|
307,200
|
$40,080,384.00
|
2.80 %
|
|
QUALCOMM Incorporated
|
747525103
|
Common Stocks
|
553,500
|
$37,056,825.00
|
2.58 %
|
|
Philip Morris International Inc.
|
718172109
|
Common Stocks
|
388,600
|
$36,027,106.00
|
2.51 %
|
|
Harley-Davidson, Inc.
|
412822108
|
Common Stocks
|
641,100
|
$34,170,630.00
|
2.38 %
|
|
Anheuser-Busch InBev S.A., ADR
|
03524A108
|
Common Stocks
|
336,300
|
$33,478,665.00
|
2.34 %
|
|
Amazon.com, Inc.
|
023135106
|
Common Stocks
|
122,300
|
$32,591,727.00
|
2.27 %
|
|
Union Pacific Corporation
|
907818108
|
Common Stocks
|
225,900
|
$32,170,419.00
|
2.24 %
|
|
Kansas City Southern
|
485170302
|
Common Stocks
|
283,000
|
$31,384,700.00
|
2.19 %
|
|
Allergan, Inc.
|
018490102
|
Common Stocks
|
278,900
|
$31,133,607.00
|
2.18 %
|
|
Schlumberger Limited
|
806857108
|
Common Stocks
|
417,478
|
$31,264,927.00
|
2.18 %
|
|
Starbucks Corporation
|
855244109
|
Common Stocks
|
545,400
|
$31,065,984.00
|
2.17 %
|
|
Google Inc., Class A
|
38259P508
|
Common Stocks
|
39,000
|
$30,967,170.00
|
2.16 %
|
|
Home Depot, Inc. (The)
|
437076102
|
Common Stocks
|
435,000
|
$30,354,300.00
|
2.12 %
|
|
Crown Castle International Corp.
|
228227104
|
Common Stocks
|
414,500
|
$28,865,780.00
|
2.02 %
|
|
National Oilwell Varco, Inc.
|
637071101
|
Common Stocks
|
401,200
|
$28,384,900.00
|
1.98 %
|
|
eBay Inc.
|
278642103
|
Common Stocks
|
508,200
|
$27,554,604.00
|
1.92 %
|
|
Precision Castparts Corp.
|
740189105
|
Common Stocks
|
144,900
|
$27,475,938.00
|
1.92 %
|
|
T. Rowe Price Group, Inc.
|
74144T108
|
Common Stocks
|
341,400
|
$25,560,618.00
|
1.78 %
|
|
Oracle Corporation
|
68389X105
|
Common Stocks
|
779,600
|
$25,212,264.00
|
1.76 %
|
|
Cognizant Technology Solutions Corporation, Class A
|
192446102
|
Common Stocks
|
324,200
|
$24,836,962.00
|
1.73 %
|
|
American Tower Corporation, Class A
|
03027X100
|
Common Stocks
|
317,400
|
$24,414,408.00
|
1.70 %
|
|
Intuit Inc.
|
461202103
|
Common Stocks
|
311,700
|
$20,463,105.00
|
1.43 %
|
|
AutoZone, Inc.
|
053332102
|
Common Stocks
|
50,400
|
$19,997,208.00
|
1.40 %
|
|
Pentair, Inc.
|
H6169Q108
|
Common Stocks
|
364,500
|
$19,227,375.00
|
1.34 %
|
|
Altera Corporation
|
021441100
|
Common Stocks
|
508,800
|
$18,047,136.00
|
1.26 %
|
|
NIKE, Inc., Class B
|
654106103
|
Common Stocks
|
304,400
|
$17,962,644.00
|
1.25 %
|
|
PPG Industries, Inc.
|
693506107
|
Common Stocks
|
122,300
|
$16,380,862.00
|
1.14 %
|
|
Starwood Hotels & Resorts Worldwide, Inc.
|
85590A401
|
Common Stocks
|
256,000
|
$16,314,880.00
|
1.14 %
|
|
HCA Holdings, Inc.
|
40412C101
|
Common Stocks
|
367,800
|
$14,943,714.00
|
1.04 %
|
|
Pall Corporation
|
696429307
|
Common Stocks
|
208,000
|
$14,220,960.00
|
0.99 %
|
|
ASML Holding N.V., NY Registry Shares
|
N07059210
|
Common Stocks
|
186,576
|
$12,689,034.00
|
0.89 %
|
|
Danaher Corporation 0.13 %, 4/24/2013
|
23585LRQ3 04/24/2013
|
Short-Term Securities
|
10,000,000
|
$9,999,133.00
|
0.69 %
|
|
Caterpillar Inc.
|
149123101
|
Common Stocks
|
106,700
|
$9,279,699.00
|
0.65 %
|
|
Under Armour, Inc., Class A
|
904311107
|
Common Stocks
|
171,300
|
$8,770,560.00
|
0.61 %
|
|
Limited Brands, Inc.
|
501797104
|
Common Stocks
|
188,400
|
$8,413,944.00
|
0.59 %
|
|
Estee Lauder Companies, Inc. (The), Class A
|
518439104
|
Common Stocks
|
124,900
|
$7,997,347.00
|
0.56 %
|
|
Caterpillar Financial Services Corporation (GTD byCaterpillar Inc.) 0.10 %, 5/2/2013
|
14912DS26 05/02/2013
|
Short-Term Securities
|
8,000,000
|
$7,999,289.00
|
0.56 %
|
|
Facebook, Inc., Class A
|
30303M102
|
Common Stocks
|
252,300
|
$6,453,834.00
|
0.45 %
|
|
Time Warner Cable Inc.
|
88732J207
|
Common Stocks
|
66,000
|
$6,339,960.00
|
0.44 %
|
|
Core Laboratories N.V.
|
N22717107
|
Common Stocks
|
44,393
|
$6,122,683.00
|
0.43 %
|
|
VMware, Inc., Class A
|
928563402
|
Common Stocks
|
74,700
|
$5,892,336.00
|
0.41 %
|
|
Illinois Tool Works Inc. 0.10 %, 4/9/2013
|
4523ELR98 04/09/2013
|
Short-Term Securities
|
5,000,000
|
$4,999,875.00
|
0.35 %
|
|
Caterpillar Financial Services Corporation (GTD byCaterpillar Inc.) 0.12 %, 5/24/2013
|
14912DSQ3 05/24/2013
|
Short-Term Securities
|
5,000,000
|
$4,999,100.00
|
0.35 %
|
|
Prudential Funding LLC (GTD by Prudential Financial Inc.) 0.09 %, 4/1/2013
|
74433GR16 04/01/2013
|
Short-Term Securities
|
3,496,000
|
$3,495,991.00
|
0.24 %
|
|
O'Reilly Automotive, Inc.
|
67103H107
|
Common Stocks
|
30,000
|
$3,076,500.00
|
0.21 %
|
|
Zoetis Inc.
|
98978V103
|
Common Stocks
|
61,500
|
$2,054,100.00
|
0.14 %
|
|
Microchip Technology Incorporated
|
595017104
|
Common Stocks
|
48,477
|
$1,782,015.00
|
0.12 %
|
|
Toyota Motor Credit Corporation 0.13 %, 6/28/2013
|
892332MN4
|
Short-Term Securities
|
1,365,000
|
$1,365,000.00
|
0.10 %
|
|
Boeing Company (The)
|
097023105
|
Common Stocks
|
10,100
|
$867,085.00
|
0.06 %
|