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 35,446 204,491 SH   SOLE   204,491 0 0
ABBOTT LABORATORIES COM 002824100 14,331 170,404 SH   SOLE   170,404 0 0
ACCENTURE PLC SHS CLASS A G1151C101 179,389 970,878 SH   SOLE   970,878 0 0
AERCAP HOLDINGS NV SHS N00985106 3,560 68,440 SH   SOLE   68,440 0 0
AES CORP/VA COM 00130H105 5,391 321,678 SH   SOLE   321,678 0 0
ALIGN TECHNOLOGY INC COM 016255101 28,610 104,530 SH   SOLE   104,530 0 0
ALPHABET INC CAP STK CL A 02079K305 309,314 285,661 SH   SOLE   285,661 0 0
AMAZON.COM INC COM 023135106 286,889 151,502 SH   SOLE   151,502 0 0
AMERICAN AIRLINES GROUP INC COM 02376R102 7,000 214,651 SH   SOLE   214,651 0 0
AMERICAN FINANCIAL GROUP INC/OH COM 025932104 13,736 134,049 SH   SOLE   134,049 0 0
AMERICAN INTERNATIONAL GROUP INC COM NEW 026874784 233,353 4,379,757 SH   SOLE   4,379,757 0 0
AMERICAN TOWER-REITS COM 03027X100 247,385 1,210,000 SH   SOLE   1,210,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 21,394 250,926 SH   SOLE   250,926 0 0
AMETEK INC COM 031100100 253,363 2,789,108 SH   SOLE   2,789,108 0 0
ANNALY MORTGAGE MGMT COM 035710409 4,900 536,737 SH   SOLE   536,737 0 0
ARROW ELECTRONICS INC COM 042735100 9,855 138,281 SH   SOLE   138,281 0 0
ASSURANT INC COM 04621X108 2,880 27,077 SH   SOLE   27,077 0 0
AT&T INC COM 00206R102 112,570 3,359,298 SH   SOLE   3,359,298 0 0
ATHENE HOLDING LTD CL A G0684D107 11,806 274,174 SH   SOLE   274,174 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 100,888 610,219 SH   SOLE   610,219 0 0
AVERY DENNISON CORP COM 053611109 5,458 47,185 SH   SOLE   47,185 0 0
AXA EQUITABLE HOLDINGS INC COM 054561105 2,898 138,650 SH   SOLE   138,650 0 0
BECTON DICKINSON AND CO COM 075887109 123,856 491,472 SH   SOLE   491,472 0 0
BEST BUY CO INC COM 086516101 27,857 399,491 SH   SOLE   399,491 0 0
BOOKING HOLDINGS INC COM 09857L108 39,570 21,107 SH   SOLE   21,107 0 0
BOSTON SCIENTIFIC CORP COM 101137107 227,387 5,290,522 SH   SOLE   5,290,522 0 0
BRIGHTHOUSE FINANCIAL INC COM 10922N103 6,950 189,424 SH   SOLE   189,424 0 0
BROADRIDGE FINANCIAL SOLUTIONS INC COM 11133T103 28,479 223,046 SH   SOLE   223,046 0 0
BURLINGTON STORES INC COM 122017106 6,005 35,293 SH   SOLE   35,293 0 0
CARDINAL HEALTH INC COM 14149Y108 14,369 305,080 SH   SOLE   305,080 0 0
CBS CORP CL B 124857202 7,747 155,251 SH   SOLE   155,251 0 0
CDW CORP/DE COM 12514G108 17,237 155,292 SH   SOLE   155,292 0 0
CELANESE CORP COM 150870103 3,954 36,680 SH   SOLE   36,680 0 0
CF INDUSTRIES HOLDINGS INC COM 125269100 2,580 55,224 SH   SOLE   55,224 0 0
CHECK POINT SOFTWARE TECHNOLOGIES LTD ORD M22465104 113,752 983,932 SH   SOLE   983,932 0 0
CHEMOURS CO/THE COM 163851108 5,736 239,005 SH   SOLE   239,005 0 0
CHEVRON CORP COM 166764100 317,813 2,553,949 SH   SOLE   2,553,949 0 0
CIMAREX ENERGY CO COM 171798101 11,913 200,797 SH   SOLE   200,797 0 0
CISCO SYSTEMS INC COM 17275R102 48,903 893,535 SH   SOLE   893,535 0 0
CITIGROUP INC COM NEW 172967424 217,156 3,100,900 SH   SOLE   3,100,900 0 0
CITRIX SYSTEMS INC COM 177376100 17,349 176,781 SH   SOLE   176,781 0 0
CME GROUP INC COM 12572Q105 274,584 1,414,578 SH   SOLE   1,414,578 0 0
COCA-COLA CO/THE COM 191216100 88,615 1,740,277 SH   SOLE   1,740,277 0 0
COLGATE-PALMOLIVE CO COM 194162103 57,933 808,331 SH   SOLE   808,331 0 0
CONTINENTAL RESOURCES INC/OK COM 212015101 3,803 90,349 SH   SOLE   90,349 0 0
DELTA AIR LINES INC COM NEW 247361702 15,196 267,768 SH   SOLE   267,768 0 0
DISH NETWORK CORP CL A 25470M109 36,789 957,800 SH   SOLE   957,800 0 0
DOMINO'S PIZZA INC COM 25754A201 15,124 54,348 SH   SOLE   54,348 0 0
EASTMAN CHEMICAL CO COM 277432100 3,720 47,796 SH   SOLE   47,796 0 0
EATON VANCE CORP COM NON VTG 278265103 2,993 69,397 SH   SOLE   69,397 0 0
ECOLAB INC COM 278865100 207,501 1,050,955 SH   SOLE   1,050,955 0 0
EVEREST RE GROUP LTD COM G3223R108 13,098 52,989 SH   SOLE   52,989 0 0
F5 NETWORKS INC COM 315616102 15,381 105,617 SH   SOLE   105,617 0 0
FACEBOOK INC CL A 30303M102 320,834 1,662,353 SH   SOLE   1,662,353 0 0
FLIR SYSTEMS INC COM 302445101 169,096 3,125,626 SH   SOLE   3,125,626 0 0
FORTINET INC COM 34959E109 7,706 100,295 SH   SOLE   100,295 0 0
FREEPORT-MCMORAN INC CL B 35671D857 18,297 1,575,988 SH   SOLE   1,575,988 0 0
GAP INC/THE COM 364760108 7,675 427,099 SH   SOLE   427,099 0 0
GOODYEAR TIRE & RUBBER CO/THE COM 382550101 7,053 461,003 SH   SOLE   461,003 0 0
H&R BLOCK INC COM 093671105 91,685 3,129,194 SH   SOLE   3,129,194 0 0
HERSHEY CO/THE COM 427866108 6,497 48,474 SH   SOLE   48,474 0 0
HOLLYFRONTIER CORP COM 436106108 15,610 337,304 SH   SOLE   337,304 0 0
HP INC COM 40434L105 58,721 2,824,495 SH   SOLE   2,824,495 0 0
IAC/INTERACTIVECORP COM 44919P508 14,208 65,314 SH   SOLE   65,314 0 0
IDEXX LABORATORIES INC COM 45168D104 40,082 145,578 SH   SOLE   145,578 0 0
INTERNATIONAL PAPER CO COM 460146103 4,853 112,016 SH   SOLE   112,016 0 0
INTUIT INC COM 461202103 89,144 341,118 SH   SOLE   341,118 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 172,470 328,796 SH   SOLE   328,796 0 0
JOHNSON & JOHNSON COM 478160104 198,406 1,424,511 SH   SOLE   1,424,511 0 0
JONES LANG LASALLE INC COM 48020Q107 5,877 41,776 SH   SOLE   41,776 0 0
KELLOGG CO COM 487836108 43,694 815,645 SH   SOLE   815,645 0 0
KEURIG DR PEPPER INC COM 49271V100 27,480 950,870 SH   SOLE   950,870 0 0
KIMBERLY-CLARK CORP COM 494368103 21,522 161,477 SH   SOLE   161,477 0 0
KLA-TENCOR CORP COM 482480100 8,715 73,733 SH   SOLE   73,733 0 0
KOHL'S CORP COM 500255104 13,208 277,762 SH   SOLE   277,762 0 0
KROGER CO/THE COM 501044101 33,784 1,556,137 SH   SOLE   1,556,137 0 0
LAM RESEARCH CORP COM 512807108 30,763 163,774 SH   SOLE   163,774 0 0
LENNOX INTERNATIONAL INC COM 526107107 7,700 28,001 SH   SOLE   28,001 0 0
LULULEMON ATHLETICA INC COM 550021109 8,347 46,317 SH   SOLE   46,317 0 0
LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 35,274 409,538 SH   SOLE   409,538 0 0
MACY'S INC COM 55616P104 13,998 652,295 SH   SOLE   652,295 0 0
MANPOWERGROUP INC COM 56418H100 7,573 78,395 SH   SOLE   78,395 0 0
MARATHON PETROLEUM CORP COM 56585A102 24,790 443,628 SH   SOLE   443,628 0 0
MARSH & MCLENNAN COS INC COM 571748102 180,448 1,809,000 SH   SOLE   1,809,000 0 0
MASCO CORP COM 574599106 14,302 364,481 SH   SOLE   364,481 0 0
MCDONALD'S CORP COM 580135101 278,662 1,341,916 SH   SOLE   1,341,916 0 0
MEDTRONIC PLC SHS G5960L103 49,325 506,469 SH   SOLE   506,469 0 0
MERCK & CO INC COM 58933Y105 26,027 310,403 SH   SOLE   310,403 0 0
METTLER-TOLEDO INTERNATIONAL INC COM 592688105 25,486 30,340 SH   SOLE   30,340 0 0
MICRON TECHNOLOGY INC COM 595112103 68,117 1,765,155 SH   SOLE   1,765,155 0 0
MICROSOFT CORP COM 594918104 717,678 5,357,406 SH   SOLE   5,357,406 0 0
MONDELEZ INTERNATIONAL INC CL A 609207105 107,497 1,994,373 SH   SOLE   1,994,373 0 0
MOODY'S CORP COM 615369105 90,932 465,580 SH   SOLE   465,580 0 0
MSCI INC COM 55354G100 68,497 286,851 SH   SOLE   286,851 0 0
NEKTAR THERAPEUTICS COM 640268108 11,353 319,092 SH   SOLE   319,092 0 0
NETAPP INC COM 64110D104 20,136 326,358 SH   SOLE   326,358 0 0
NIKE INC CL B 654106103 288,636 3,438,194 SH   SOLE   3,438,194 0 0
NORDSTROM INC COM 655664100 7,270 228,185 SH   SOLE   228,185 0 0
NORTHROP GRUMMAN CORP COM 666807102 191,406 592,385 SH   SOLE   592,385 0 0
NRG ENERGY INC COM NEW 629377508 4,944 140,767 SH   SOLE   140,767 0 0
OMNICOM GROUP INC COM 681919106 8,622 105,207 SH   SOLE   105,207 0 0
ON SEMICONDUCTOR CORP COM 682189105 9,174 453,929 SH   SOLE   453,929 0 0
ORACLE CORP COM 68389X105 54,864 963,031 SH   SOLE   963,031 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107 42,478 115,018 SH   SOLE   115,018 0 0
PACKAGING CORP OF AMERICA COM 695156109 9,012 94,547 SH   SOLE   94,547 0 0
PAYPAL HOLDINGS INC COM 70450Y103 89,587 782,697 SH   SOLE   782,697 0 0
PENTAIR PLC SHS G7S00T104 7,636 205,281 SH   SOLE   205,281 0 0
PEPSICO INC COM 713448108 67,773 516,840 SH   SOLE   516,840 0 0
PRINCIPAL FINANCIAL GROUP INC COM 74251V102 26,937 465,071 SH   SOLE   465,071 0 0
PROCTER & GAMBLE CO/THE COM 742718109 15,696 143,149 SH   SOLE   143,149 0 0
PRUDENTIAL FINANCIAL INC COM 744320102 63,467 628,388 SH   SOLE   628,388 0 0
REINSURANCE GROUP OF AMERICA INC COM NEW 759351604 12,166 77,975 SH   SOLE   77,975 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 3,594 20,189 SH   SOLE   20,189 0 0
ROBERT HALF INTERNATIONAL INC COM 770323103 11,254 197,405 SH   SOLE   197,405 0 0
ROCKWELL AUTOMATION INC COM 773903109 16,094 98,235 SH   SOLE   98,235 0 0
S&P GLOBAL INC COM 78409V104 62,056 272,426 SH   SOLE   272,426 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 20,396 432,845 SH   SOLE   432,845 0 0
SEI INVESTMENTS CO COM 784117103 6,479 115,491 SH   SOLE   115,491 0 0
SHERWIN-WILLIAMS CO/THE COM 824348106 231,986 506,200 SH   SOLE   506,200 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 8,153 1,461,094 SH   SOLE   1,461,094 0 0
SOUTHWEST AIRLINES CO COM 844741108 12,315 242,512 SH   SOLE   242,512 0 0
SPRINT CORP COM 85207U105 9,668 1,471,565 SH   SOLE   1,471,565 0 0
STEEL DYNAMICS INC COM 858119100 11,202 370,928 SH   SOLE   370,928 0 0
STRYKER CORP COM 863667101 213,864 1,040,295 SH   SOLE   1,040,295 0 0
SWIFT TRANSPORTATION CO CL A 499049104 3,893 118,541 SH   SOLE   118,541 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPONSORED ADS 874039100 189,107 4,827,853 SH   SOLE   4,827,853 0 0
TEXAS INSTRUMENTS INC COM 882508104 147,301 1,283,561 SH   SOLE   1,283,561 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 291,072 991,119 SH   SOLE   991,119 0 0
TIFFANY & CO COM 886547108 125,094 1,335,900 SH   SOLE   1,335,900 0 0
TORCHMARK CORP COM 891027104 11,454 128,031 SH   SOLE   128,031 0 0
TRIPADVISOR INC COM 896945201 2,538 54,821 SH   SOLE   54,821 0 0
TWDC ENTERPRISES 18 CORP COM DISNEY 254687106 144,670 1,036,024 SH   SOLE   1,036,024 0 0
TYSON FOODS INC CL A 902494103 16,392 203,017 SH   SOLE   203,017 0 0
UNITED CONTINENTAL HOLDINGS INC COM 910047109 9,955 113,707 SH   SOLE   113,707 0 0
UNITED RENTALS INC COM 911363109 4,664 35,165 SH   SOLE   35,165 0 0
UNITED THERAPEUTICS CORP COM 91307C102 7,058 90,421 SH   SOLE   90,421 0 0
UNITEDHEALTH GROUP INC COM 91324P102 250,977 1,028,552 SH   SOLE   1,028,552 0 0
VERISIGN INC COM 92343E102 49,396 236,164 SH   SOLE   236,164 0 0
VIACOM INC CL B 92553P201 9,060 303,312 SH   SOLE   303,312 0 0
VISA INC COM CL A 92826C839 496,540 2,861,075 SH   SOLE   2,861,075 0 0
VMWARE INC CL A COM 928563402 6,374 38,122 SH   SOLE   38,122 0 0
VOYA FINANCIAL INC COM 929089100 4,273 77,267 SH   SOLE   77,267 0 0
WESTERN DIGITAL CORP COM 958102105 18,722 393,732 SH   SOLE   393,732 0 0
WESTLAKE CHEMICAL CORP COM 960413102 2,275 32,758 SH   SOLE   32,758 0 0
WESTROCK CO COM 96145D105 2,454 67,285 SH   SOLE   67,285 0 0
WW GRAINGER INC COM 384802104 15,741 58,685 SH   SOLE   58,685 0 0
XEROX CORP COM NEW 984121608 10,625 300,067 SH   SOLE   300,067 0 0
YUM! BRANDS INC COM 988498101 15,698 141,848 SH   SOLE   141,848 0 0
ZOETIS INC CL A 98978V103 33,173 292,300 SH   SOLE   292,300 0 0