|
Anheuser-Busch InBev S.A., ADR
|
03524A108
|
Common Stocks
|
1,420,690
|
$141,429,690.00
|
4.20 %
|
|
JPMorgan Chase & Co.
|
46625H100
|
Common Stocks
|
2,556,600
|
$121,336,236.00
|
3.61 %
|
|
Harley-Davidson, Inc.
|
412822108
|
Common Stocks
|
2,120,725
|
$113,034,643.00
|
3.35 %
|
|
Pall Corporation
|
696429307
|
Common Stocks
|
1,630,100
|
$111,449,937.00
|
3.31 %
|
|
CBS Corporation, Class B
|
124857202
|
Common Stocks
|
2,370,742
|
$110,689,944.00
|
3.29 %
|
|
Union Pacific Corporation
|
907818108
|
Common Stocks
|
770,497
|
$109,726,478.00
|
3.26 %
|
|
American International Group, Inc.
|
026874784
|
Common Stocks
|
2,702,400
|
$104,907,168.00
|
3.11 %
|
|
Capital One Financial Corporation
|
14040H105
|
Common Stocks
|
1,842,500
|
$101,245,375.00
|
3.00 %
|
|
Pfizer Inc.
|
717081103
|
Common Stocks
|
3,371,000
|
$97,287,060.00
|
2.89 %
|
|
MasterCard Incorporated, Class A
|
57636Q104
|
Common Stocks
|
180,000
|
$97,403,400.00
|
2.89 %
|
|
Monsanto Company
|
61166W101
|
Common Stocks
|
911,400
|
$96,271,182.00
|
2.85 %
|
|
Canadian Pacific Railway Limited
|
13645T100
|
Common Stocks
|
726,000
|
$94,721,220.00
|
2.81 %
|
|
Pentair, Inc.
|
H6169Q108
|
Common Stocks
|
1,783,700
|
$94,090,175.00
|
2.79 %
|
|
Dow Chemical Company (The)
|
260543103
|
Common Stocks
|
2,910,600
|
$92,673,504.00
|
2.75 %
|
|
News Corporation Limited, Class B
|
65248E203
|
Common Stocks
|
2,872,000
|
$88,342,720.00
|
2.62 %
|
|
Philip Morris International Inc.
|
718172109
|
Common Stocks
|
935,358
|
$86,717,040.00
|
2.57 %
|
|
Mead Johnson Nutrition Company
|
582839106
|
Common Stocks
|
970,200
|
$75,141,990.00
|
2.23 %
|
|
Kansas City Southern
|
485170302
|
Common Stocks
|
675,301
|
$74,890,881.00
|
2.22 %
|
|
Polo Ralph Lauren Corporation
|
751212101
|
Common Stocks
|
411,300
|
$69,637,203.00
|
2.06 %
|
|
Home Depot, Inc. (The)
|
437076102
|
Common Stocks
|
984,500
|
$68,698,410.00
|
2.04 %
|
|
Noble Energy, Inc.
|
655044105
|
Common Stocks
|
589,400
|
$68,170,004.00
|
2.02 %
|
|
Altera Corporation
|
021441100
|
Common Stocks
|
1,923,500
|
$68,226,545.00
|
2.02 %
|
|
Texas Instruments Incorporated
|
882508104
|
Common Stocks
|
1,869,000
|
$66,312,120.00
|
1.97 %
|
|
Apple Inc.
|
037833100
|
Common Stocks
|
142,900
|
$63,251,827.00
|
1.88 %
|
|
Charter Communications, Inc., Class A
|
16117M305
|
Common Stocks
|
607,900
|
$63,331,022.00
|
1.87 %
|
|
Estee Lauder Companies, Inc. (The), Class A
|
518439104
|
Common Stocks
|
929,022
|
$59,485,279.00
|
1.76 %
|
|
Precision Castparts Corp.
|
740189105
|
Common Stocks
|
304,100
|
$57,663,442.00
|
1.71 %
|
|
Cummins Inc.
|
231021106
|
Common Stocks
|
480,100
|
$55,600,381.00
|
1.65 %
|
|
Chipotle Mexican Grill, Inc., Class A
|
169656105
|
Common Stocks
|
164,000
|
$53,442,680.00
|
1.59 %
|
|
Covidien plc
|
G2554F113
|
Common Stocks
|
777,600
|
$52,752,384.00
|
1.56 %
|
|
Phillips 66
|
718546104
|
Common Stocks
|
745,323
|
$52,150,250.00
|
1.55 %
|
|
Analog Devices, Inc.
|
032654105
|
Common Stocks
|
1,091,900
|
$50,762,431.00
|
1.51 %
|
|
Applied Materials, Inc.
|
038222105
|
Common Stocks
|
3,757,300
|
$50,648,404.00
|
1.50 %
|
|
Schlumberger Limited
|
806857108
|
Common Stocks
|
668,864
|
$50,091,225.00
|
1.49 %
|
|
Time Warner Cable Inc.
|
88732J207
|
Common Stocks
|
489,899
|
$47,059,698.00
|
1.40 %
|
|
Sherwin-Williams Company (The)
|
824348106
|
Common Stocks
|
271,400
|
$45,836,746.00
|
1.36 %
|
|
Costco Wholesale Corporation
|
22160K105
|
Common Stocks
|
422,700
|
$44,852,697.00
|
1.33 %
|
|
Discovery Holding Company, Class A
|
25470F104
|
Common Stocks
|
560,100
|
$44,102,274.00
|
1.31 %
|
|
Alexion Pharmaceuticals, Inc.
|
015351109
|
Common Stocks
|
480,200
|
$44,245,628.00
|
1.31 %
|
|
Northern Trust Corporation
|
665859104
|
Common Stocks
|
791,500
|
$43,184,240.00
|
1.28 %
|
|
Under Armour, Inc., Class A
|
904311107
|
Common Stocks
|
795,000
|
$40,704,000.00
|
1.21 %
|
|
Amazon.com, Inc.
|
023135106
|
Common Stocks
|
145,000
|
$38,641,050.00
|
1.15 %
|
|
Charles Schwab Corporation (The)
|
808513105
|
Common Stocks
|
2,043,300
|
$36,145,977.00
|
1.07 %
|
|
Facebook, Inc., Class A
|
30303M102
|
Common Stocks
|
1,343,900
|
$34,376,962.00
|
1.02 %
|
|
Allergan, Inc.
|
018490102
|
Common Stocks
|
306,951
|
$34,264,940.00
|
1.02 %
|
|
ConocoPhillips
|
20825C104
|
Common Stocks
|
541,146
|
$32,522,875.00
|
0.96 %
|
|
SBA Communications Corporation
|
78388J106
|
Common Stocks
|
450,300
|
$32,430,606.00
|
0.96 %
|
|
National Oilwell Varco, Inc.
|
637071101
|
Common Stocks
|
406,800
|
$28,781,100.00
|
0.85 %
|
|
LyondellBasell Industries N.V., Class A
|
N53745100
|
Common Stocks
|
430,300
|
$27,233,687.00
|
0.81 %
|
|
United States Treasury Bills 0.13 %, 4/25/2013
|
912796AB5 04/25/2013
|
Short-Term Securities
|
10,000,000
|
$9,999,115.00
|
0.29 %
|
|
Straight-A Funding, LLC (GTD by Federal FinancingBank) 0.18 %, 4/12/2013
|
86257FNU5 04/12/2013
|
Short-Term Securities
|
5,500,000
|
$5,499,661.00
|
0.16 %
|
|
Ecolab Inc. 0.24 %, 4/3/2013
|
27886LR31 04/03/2013
|
Short-Term Securities
|
5,000,000
|
$4,999,900.00
|
0.15 %
|
|
American Honda Finance Corp. (GTD by Honda Motor Co.) 0.12 %, 4/4/2013
|
02665JR44 04/04/2013
|
Short-Term Securities
|
5,000,000
|
$4,999,936.00
|
0.15 %
|
|
Abbott Laboratories 0.13 %, 4/29/2013
|
00282CRV6 04/29/2013
|
Short-Term Securities
|
3,500,000
|
$3,499,633.00
|
0.10 %
|
|
Colgate-Palmolive Company 0.09 %, 4/5/2013
|
19416ER58 04/05/2013
|
Short-Term Securities
|
3,000,000
|
$2,999,963.00
|
0.09 %
|
|
CVS Caremark Corporation 0.23 %, 4/1/2013
|
12665JR19 04/01/2013
|
Short-Term Securities
|
2,550,000
|
$2,549,984.00
|
0.08 %
|
|
Honeywell International Inc. 0.15 %, 5/30/2013
|
43851TSW7 05/30/2013
|
Short-Term Securities
|
2,000,000
|
$1,999,484.00
|
0.06 %
|
|
Toyota Motor Credit Corporation 0.13 %, 6/28/2013
|
892332MN4
|
Short-Term Securities
|
1,890,000
|
$1,890,000.00
|
0.06 %
|