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 24,065 126,300 SH   SOLE   126,300 0 0
ABBOTT LABS COM 002824100 45,691 631,700 SH   SOLE   631,700 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 34,717 246,200 SH   SOLE   246,200 0 0
ADOBE INC COM 00724F101 37,205 164,450 SH   SOLE   164,450 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 54,731 811,300 SH   SOLE   811,300 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 67,743 695,800 SH   SOLE   695,800 0 0
ALLERGAN PLC SHS G0177J108 91,223 682,500 SH   SOLE   682,500 0 0
ALPHABET INC CAP STK CL C 02079K107 195,277 188,562 SH   SOLE   188,562 0 0
ALPHABET INC CAP STK CL A 02079K305 91,748 87,800 SH   SOLE   87,800 0 0
ALTRIA GROUP INC COM 02209S103 51,667 1,046,100 SH   SOLE   1,046,100 0 0
AMAZON COM INC COM 023135106 266,224 177,250 SH   SOLE   177,250 0 0
AMERICAN TOWER CORP NEW COM 03027X100 58,895 372,300 SH   SOLE   372,300 0 0
ANADARKO PETE CORP COM 032511107 30,579 697,500 SH   SOLE   697,500 0 0
ANALOG DEVICES INC COM 032654105 6,299 73,384 SH   SOLE   73,384 0 0
ANTHEM INC COM 036752103 2,758 10,500 SH   SOLE   10,500 0 0
APPLE INC COM 037833100 238,803 1,513,900 SH   SOLE   1,513,900 0 0
APPLIED MATLS INC COM 038222105 8,601 262,700 SH   SOLE   262,700 0 0
AT&T INC COM 00206R102 80,869 2,833,524 SH   SOLE   2,833,524 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 10,358 79,000 SH   SOLE   79,000 0 0
BANK AMER CORP COM 060505104 134,566 5,461,262 SH   SOLE   5,461,262 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 135,759 664,900 SH   SOLE   664,900 0 0
BIOGEN INC COM 09062X103 48,658 161,700 SH   SOLE   161,700 0 0
BOEING CO COM 097023105 71,402 221,400 SH   SOLE   221,400 0 0
BOOKING HLDGS INC COM 09857L108 47,763 27,730 SH   SOLE   27,730 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 29,840 574,077 SH   SOLE   574,077 0 0
BROADCOM INC COM 11135F101 94,920 373,288 SH   SOLE   373,288 0 0
CATERPILLAR INC DEL COM 149123101 57,931 455,900 SH   SOLE   455,900 0 0
CELGENE CORP COM 151020104 55,970 873,300 SH   SOLE   873,300 0 0
CHEVRON CORP NEW COM 166764100 99,140 911,300 SH   SOLE   911,300 0 0
CISCO SYS INC COM 17275R102 55,852 1,289,000 SH   SOLE   1,289,000 0 0
CITIGROUP INC COM NEW 172967424 98,001 1,882,468 SH   SOLE   1,882,468 0 0
COCA COLA CO COM 191216100 82,621 1,744,900 SH   SOLE   1,744,900 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 72,208 1,137,500 SH   SOLE   1,137,500 0 0
COLGATE PALMOLIVE CO COM 194162103 17,475 293,600 SH   SOLE   293,600 0 0
COMCAST CORP NEW CL A 20030N101 93,777 2,754,100 SH   SOLE   2,754,100 0 0
COSTCO WHSL CORP NEW COM 22160K105 19,760 97,000 SH   SOLE   97,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 42,402 390,324 SH   SOLE   390,324 0 0
CVS HEALTH CORP COM 126650100 54,637 833,888 SH   SOLE   833,888 0 0
DEERE & CO COM 244199105 32,101 215,200 SH   SOLE   215,200 0 0
DEVON ENERGY CORP NEW COM 25179M103 22,718 1,007,900 SH   SOLE   1,007,900 0 0
DISNEY WALT CO COM DISNEY 254687106 75,801 691,300 SH   SOLE   691,300 0 0
DOWDUPONT INC COM 26078J100 81,618 1,526,159 SH   SOLE   1,526,159 0 0
EATON CORP PLC SHS G29183103 54,829 798,556 SH   SOLE   798,556 0 0
ECOLAB INC COM 278865100 13,527 91,800 SH   SOLE   91,800 0 0
EXXON MOBIL CORP COM 30231G102 118,017 1,730,705 SH   SOLE   1,730,705 0 0
FACEBOOK INC CL A 30303M102 166,431 1,269,600 SH   SOLE   1,269,600 0 0
FEDEX CORP COM 31428X106 54,820 339,800 SH   SOLE   339,800 0 0
FLEX LTD ORD Y2573F102 35,160 4,620,300 SH   SOLE   4,620,300 0 0
GENERAL ELECTRIC CO COM 369604103 31,633 4,178,550 SH   SOLE   4,178,550 0 0
GENERAL MTRS CO COM 37045V100 17,461 522,000 SH   SOLE   522,000 0 0
GILEAD SCIENCES INC COM 375558103 34,878 557,600 SH   SOLE   557,600 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 67,505 404,100 SH   SOLE   404,100 0 0
HESS CORP COM 42809H107 23,900 590,100 SH   SOLE   590,100 0 0
HOME DEPOT INC COM 437076102 101,253 589,300 SH   SOLE   589,300 0 0
HONEYWELL INTL INC COM 438516106 49,466 374,400 SH   SOLE   374,400 0 0
HUMANA INC COM 444859102 1,833 6,400 SH   SOLE   6,400 0 0
INTEL CORP COM 458140100 32,077 683,500 SH   SOLE   683,500 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 17,391 153,000 SH   SOLE   153,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 17,720 37,000 SH   SOLE   37,000 0 0
ISHARES INC MSCI AUST ETF 464286103 38,981 2,025,000 SH   SOLE   2,025,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 13,085 335,000 SH   SOLE   335,000 0 0
ISHARES TR CORE S&P MCP ETF 464287507 42,744 257,400 SH   SOLE   257,400 0 0
ISHARES TR CORE S&P SCP ETF 464287804 20,304 292,900 SH   SOLE   292,900 0 0
ISHARES TR MSCI ACWI EX US 464288240 51,610 1,230,000 SH   SOLE   1,230,000 0 0
JOHNSON & JOHNSON COM 478160104 140,419 1,088,100 SH   SOLE   1,088,100 0 0
JPMORGAN CHASE & CO COM 46625H100 208,346 2,134,250 SH   SOLE   2,134,250 0 0
KRAFT HEINZ CO COM 500754106 9,973 231,733 SH   SOLE   231,733 0 0
LENNAR CORP CL A 526057104 11,644 297,400 SH   SOLE   297,400 0 0
LOWES COS INC COM 548661107 40,454 438,000 SH   SOLE   438,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 53,728 284,800 SH   SOLE   284,800 0 0
MCDONALDS CORP COM 580135101 44,286 249,400 SH   SOLE   249,400 0 0
MEDTRONIC PLC SHS G5960L103 130,036 1,227,540 SH   SOLE   1,227,540 0 0
MERCK & CO INC COM 58933Y105 64,677 846,436 SH   SOLE   846,436 0 0
MICROSOFT CORP COM 594918104 305,472 3,007,500 SH   SOLE   3,007,500 0 0
MONDELEZ INTL INC CL A 609207105 46,763 1,168,200 SH   SOLE   1,168,200 0 0
MORGAN STANLEY COM NEW 617446448 45,177 1,139,400 SH   SOLE   1,139,400 0 0
NETFLIX INC COM 64110L106 24,599 91,900 SH   SOLE   91,900 0 0
NIKE INC CL B 654106103 20,055 270,500 SH   SOLE   270,500 0 0
NORTHROP GRUMMAN CORP COM 666807102 44,034 179,800 SH   SOLE   179,800 0 0
NVIDIA CORP COM 67066G104 20,386 152,700 SH   SOLE   152,700 0 0
ORACLE CORP COM 68389X105 114,926 2,545,420 SH   SOLE   2,545,420 0 0
PAYPAL HLDGS INC COM 70450Y103 24,033 285,800 SH   SOLE   285,800 0 0
PEPSICO INC COM 713448108 86,351 781,600 SH   SOLE   781,600 0 0
PFIZER INC COM 717081103 78,328 1,794,451 SH   SOLE   1,794,451 0 0
PHILIP MORRIS INTL INC COM 718172109 62,420 935,000 SH   SOLE   935,000 0 0
PIONEER NAT RES CO COM 723787107 37,128 282,300 SH   SOLE   282,300 0 0
PNC FINL SVCS GROUP INC COM 693475105 25,241 215,900 SH   SOLE   215,900 0 0
PROCTER AND GAMBLE CO COM 742718109 102,760 1,117,937 SH   SOLE   1,117,937 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 35,462 681,300 SH   SOLE   681,300 0 0
QUALCOMM INC COM 747525103 74,927 1,316,600 SH   SOLE   1,316,600 0 0
RAYTHEON CO COM NEW 755111507 17,528 114,300 SH   SOLE   114,300 0 0
SALESFORCE COM INC COM 79466L302 8,013 58,500 SH   SOLE   58,500 0 0
SCHLUMBERGER LTD COM 806857108 55,252 1,531,347 SH   SOLE   1,531,347 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2,493 49,100 SH   SOLE   49,100 0 0
SIMON PPTY GROUP INC NEW COM 828806109 56,293 335,091 SH   SOLE   335,091 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 23,807 508,800 SH   SOLE   508,800 0 0
SPDR SERIES TRUST S&P INS ETF 78464A789 84,215 2,968,400 SH   SOLE   2,968,400 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 21,245 294,700 SH   SOLE   294,700 0 0
STARBUCKS CORP COM 855244109 28,793 447,100 SH   SOLE   447,100 0 0
SUNOPTA INC COM 8676EP108 8,403 2,171,400 SH   SOLE   2,171,400 0 0
TEXAS INSTRS INC COM 882508104 40,966 433,500 SH   SOLE   433,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 36,680 163,900 SH   SOLE   163,900 0 0
TJX COS INC NEW COM 872540109 52,279 1,168,500 SH   SOLE   1,168,500 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 65,174 1,354,400 SH   SOLE   1,354,400 0 0
ULTA BEAUTY INC COM 90384S303 32,588 133,100 SH   SOLE   133,100 0 0
UNION PAC CORP COM 907818108 51,529 372,779 SH   SOLE   372,779 0 0
UNITED CONTL HLDGS INC COM 910047109 26,400 315,300 SH   SOLE   315,300 0 0
UNITED PARCEL SERVICE INC CL B 911312106 50,218 514,900 SH   SOLE   514,900 0 0
UNITED TECHNOLOGIES CORP COM 913017109 61,712 579,552 SH   SOLE   579,552 0 0
UNITEDHEALTH GROUP INC COM 91324P102 90,929 365,000 SH   SOLE   365,000 0 0
US BANCORP DEL COM NEW 902973304 65,053 1,423,500 SH   SOLE   1,423,500 0 0
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 35,629 376,300 SH   SOLE   376,300 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 235,740 5,172,000 SH   SOLE   5,172,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 64,771 1,700,000 SH   SOLE   1,700,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 86,094 1,420,000 SH   SOLE   1,420,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 99,428 2,045,000 SH   SOLE   2,045,000 0 0
VANGUARD WORLD FDS UTILITIES ETF 92204A876 119,657 1,015,500 SH   SOLE   1,015,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 88,388 1,572,166 SH   SOLE   1,572,166 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 15,461 93,300 SH   SOLE   93,300 0 0
VISA INC COM CL A 92826C839 104,194 789,700 SH   SOLE   789,700 0 0
WALMART INC COM 931142103 58,861 631,892 SH   SOLE   631,892 0 0
WELLS FARGO CO NEW COM 949746101 125,168 2,716,339 SH   SOLE   2,716,339 0 0
WELLTOWER INC COM 95040Q104 38,836 559,500 SH   SOLE   559,500 0 0
WESTERN DIGITAL CORP COM 958102105 11,405 308,500 SH   SOLE   308,500 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 13,314 371,500 SH   SOLE   371,500 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 17,141 377,800 SH   SOLE   377,800 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 21,470 207,000 SH   SOLE   207,000 0 0