The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
* ADOBE SYS INC | COM | 00724F101 | 10,717 | 130,342 | SH | SOLE | 130,342 | 0 | 0 | ||
* ALEXION PHARMACEUTICALS INC | COM | 015351109 | 9,309 | 59,523 | SH | SOLE | 59,523 | 0 | 0 | ||
* ALTRIA GROUP INC | COM | 02209S103 | 9,107 | 167,400 | SH | SOLE | 167,400 | 0 | 0 | ||
* AMAZON COM INC | COM | 023135106 | 5,017 | 9,800 | SH | SOLE | 9,800 | 0 | 0 | ||
* AMDOCS LTD | SHS | G02602103 | 8,933 | 157,050 | SH | SOLE | 157,050 | 0 | 0 | ||
* AMERICAN WTR WKS CO INC NEW | COM | 030420103 | 9,237 | 167,700 | SH | SOLE | 167,700 | 0 | 0 | ||
* BALL CORP | COM | 058498106 | 8,279 | 133,100 | SH | SOLE | 133,100 | 0 | 0 | ||
* BROADCOM CORP | CL A | 111320107 | 9,016 | 175,300 | SH | SOLE | 175,300 | 0 | 0 | ||
* BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | 10,912 | 197,143 | SH | SOLE | 197,143 | 0 | 0 | ||
* CELGENE CORP | COM | 151020104 | 5,560 | 51,400 | SH | SOLE | 51,400 | 0 | 0 | ||
* CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 6,914 | 9,600 | SH | SOLE | 9,600 | 0 | 0 | ||
* CINTAS CORP | COM | 172908105 | 10,442 | 121,772 | SH | SOLE | 121,772 | 0 | 0 | ||
* COACH INC | COM | 189754104 | 4,461 | 154,200 | SH | SOLE | 154,200 | 0 | 0 | ||
* COMCAST CORP NEW | CL A | 20030N101 | 5,472 | 96,209 | SH | SOLE | 96,209 | 0 | 0 | ||
* CONSTELLATION BRANDS INC | CL A | 21036P108 | 11,144 | 89,000 | SH | SOLE | 89,000 | 0 | 0 | ||
* COSTCO WHSL CORP NEW | COM | 22160K105 | 10,959 | 75,802 | SH | SOLE | 75,802 | 0 | 0 | ||
* CVS HEALTH CORP | COM | 126650100 | 9,908 | 102,700 | SH | SOLE | 102,700 | 0 | 0 | ||
* DELUXE CORP | COM | 248019101 | 8,445 | 151,500 | SH | SOLE | 151,500 | 0 | 0 | ||
* DOLBY LABORATORIES INC | COM | 25659T107 | 7,756 | 237,902 | SH | SOLE | 237,902 | 0 | 0 | ||
* DOMINOS PIZZA INC | COM | 25754A201 | 10,456 | 96,900 | SH | SOLE | 96,900 | 0 | 0 | ||
* DOW CHEM CO | COM | 260543103 | 4,232 | 99,823 | SH | SOLE | 99,823 | 0 | 0 | ||
* DR PEPPER SNAPPLE GROUP INC | COM | 26138E109 | 10,933 | 138,300 | SH | SOLE | 138,300 | 0 | 0 | ||
* EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 9,014 | 63,400 | SH | SOLE | 63,400 | 0 | 0 | ||
* ELECTRONIC ARTS INC | COM | 285512109 | 10,709 | 158,067 | SH | SOLE | 158,067 | 0 | 0 | ||
* EOG RES INC | COM | 26875P101 | 4,321 | 59,360 | SH | SOLE | 59,360 | 0 | 0 | ||
* F5 NETWORKS INC | COM | 315616102 | 10,412 | 89,911 | SH | SOLE | 89,911 | 0 | 0 | ||
* FACEBOOK INC | CL A | 30303M102 | 6,069 | 67,513 | SH | SOLE | 67,513 | 0 | 0 | ||
* FISERV INC | COM | 337738108 | 10,462 | 120,800 | SH | SOLE | 120,800 | 0 | 0 | ||
* FORTINET INC | COM | 34959E109 | 8,730 | 205,500 | SH | SOLE | 205,500 | 0 | 0 | ||
* GENERAL DYNAMICS CORP | COM | 369550108 | 8,519 | 61,756 | SH | SOLE | 61,756 | 0 | 0 | ||
* GILEAD SCIENCES INC | COM | 375558103 | 9,799 | 99,800 | SH | SOLE | 99,800 | 0 | 0 | ||
* GOOGLE INC | CL A | 38259P508 | 4,979 | 7,800 | SH | SOLE | 7,800 | 0 | 0 | ||
* SCHEIN HENRY INC | COM | 806407102 | 10,093 | 76,044 | SH | SOLE | 76,044 | 0 | 0 | ||
* HOME DEPOT INC | COM | 437076102 | 6,078 | 52,627 | SH | SOLE | 52,627 | 0 | 0 | ||
* HONEYWELL INTL INC | COM | 438516106 | 8,200 | 86,600 | SH | SOLE | 86,600 | 0 | 0 | ||
* IDEXX LABS INC | COM | 45168D104 | 12,088 | 162,800 | SH | SOLE | 162,800 | 0 | 0 | ||
* INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 8,426 | 81,600 | SH | SOLE | 81,600 | 0 | 0 | ||
* IPG PHOTONICS CORP | COM | 44980X109 | 9,770 | 128,600 | SH | SOLE | 128,600 | 0 | 0 | ||
* JETBLUE AIRWAYS CORP | COM | 477143101 | 12,542 | 486,700 | SH | SOLE | 486,700 | 0 | 0 | ||
* KIMBERLY CLARK CORP | COM | 494368103 | 10,620 | 97,400 | SH | SOLE | 97,400 | 0 | 0 | ||
* KROGER CO | COM | 501044101 | 9,908 | 274,700 | SH | SOLE | 274,700 | 0 | 0 | ||
* L BRANDS INC | COM | 501797104 | 4,984 | 55,300 | SH | SOLE | 55,300 | 0 | 0 | ||
* LOWES COS INC | COM | 548661107 | 4,397 | 63,800 | SH | SOLE | 63,800 | 0 | 0 | ||
* MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 559080106 | 7,862 | 130,800 | SH | SOLE | 130,800 | 0 | 0 | ||
* MEDNAX INC | COM | 58502B106 | 10,222 | 133,111 | SH | SOLE | 133,111 | 0 | 0 | ||
* MICROSOFT CORP | COM | 594918104 | 4,528 | 102,300 | SH | SOLE | 102,300 | 0 | 0 | ||
* MONDELEZ INTL INC | CL A | 609207105 | 4,396 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
* MOODYS CORP | COM | 615369105 | 9,909 | 100,903 | SH | SOLE | 100,903 | 0 | 0 | ||
* NATIONAL FUEL GAS CO N J | COM | 636180101 | 7,616 | 152,381 | SH | SOLE | 152,381 | 0 | 0 | ||
* NETEASE INC | SPONSORED ADR | 64110W102 | 10,486 | 87,300 | SH | SOLE | 87,300 | 0 | 0 | ||
* NEW JERSEY RES | COM | 646025106 | 9,231 | 307,400 | SH | SOLE | 307,400 | 0 | 0 | ||
* NEWMARKET CORP | COM | 651587107 | 9,806 | 27,468 | SH | SOLE | 27,468 | 0 | 0 | ||
* NIKE | INC CL B | 654106103 | 4,857 | 39,500 | SH | SOLE | 39,500 | 0 | 0 | ||
* NVIDIA CORP | COM | 67066G104 | 10,661 | 432,500 | SH | SOLE | 432,500 | 0 | 0 | ||
* OCCIDENTAL PETE CORP DEL | COM | 674599105 | 4,213 | 63,695 | SH | SOLE | 63,695 | 0 | 0 | ||
* OLD DOMINION FGHT LINES INC | COM | 679580100 | 9,236 | 151,413 | SH | SOLE | 151,413 | 0 | 0 | ||
* PEPSICO INC | COM | 713448108 | 4,545 | 48,200 | SH | SOLE | 48,200 | 0 | 0 | ||
* POLARIS INDS INC | COM | 731068102 | 8,403 | 70,100 | SH | SOLE | 70,100 | 0 | 0 | ||
* PPG INDS INC | COM | 693506107 | 9,607 | 109,560 | SH | SOLE | 109,560 | 0 | 0 | ||
* PROCTER & GAMBLE CO | COM | 742718109 | 4,609 | 64,062 | SH | SOLE | 64,062 | 0 | 0 | ||
* PUBLIC SVC ENTERPRISE GROUP | COM | 744573106 | 9,003 | 213,554 | SH | SOLE | 213,554 | 0 | 0 | ||
* RED HAT INC | COM | 756577102 | 8,683 | 120,800 | SH | SOLE | 120,800 | 0 | 0 | ||
* REGENERON PHARMACEUTICALS | COM | 75886F107 | 9,117 | 19,600 | SH | SOLE | 19,600 | 0 | 0 | ||
* ROBERT HALF INTL INC | COM | 770323103 | 10,437 | 204,000 | SH | SOLE | 204,000 | 0 | 0 | ||
* ROPER TECHNOLOGIES INC | COM | 776696106 | 10,736 | 68,514 | SH | SOLE | 68,514 | 0 | 0 | ||
* RPM INTL INC | COM | 749685103 | 8,344 | 199,200 | SH | SOLE | 199,200 | 0 | 0 | ||
* DONNELLEY R R & SONS CO | COM | 257867101 | 7,448 | 511,520 | SH | SOLE | 511,520 | 0 | 0 | ||
* SALESFORCE COM INC | COM | 79466L302 | 5,804 | 83,600 | SH | SOLE | 83,600 | 0 | 0 | ||
* SCHLUMBERGER LTD | COM | 806857108 | 4,138 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
* SERVICENOW INC | COM | 81762P102 | 10,049 | 144,700 | SH | SOLE | 144,700 | 0 | 0 | ||
* SMITH A O | COM | 831865209 | 10,026 | 153,800 | SH | SOLE | 153,800 | 0 | 0 | ||
* SOUTHWEST AIRLS CO | COM | 844741108 | 9,828 | 258,360 | SH | SOLE | 258,360 | 0 | 0 | ||
* SYNOPSYS INC | COM | 871607107 | 9,929 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
* TERADATA CORP DEL | COM | 88076W103 | 6,877 | 237,477 | SH | SOLE | 237,477 | 0 | 0 | ||
* TEXAS INSTRS INC | COM | 882508104 | 9,067 | 183,100 | SH | SOLE | 183,100 | 0 | 0 | ||
* TJX COS INC NEW | COM | 872540109 | 10,826 | 151,585 | SH | SOLE | 151,585 | 0 | 0 | ||
* ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 10,955 | 61,200 | SH | SOLE | 61,200 | 0 | 0 | ||
* UNION PAC CORP | COM | 907818108 | 5,649 | 63,900 | SH | SOLE | 63,900 | 0 | 0 | ||
* UNITED PARCEL SERVICE | INC CL B | 911312106 | 4,431 | 44,903 | SH | SOLE | 44,903 | 0 | 0 | ||
* UNITEDHEALTH GROUP INC | COM | 91324P102 | 4,099 | 35,335 | SH | SOLE | 35,335 | 0 | 0 | ||
* VISA INC COM | CL A | 92826C839 | 6,200 | 89,000 | SH | SOLE | 89,000 | 0 | 0 | ||
* WABTEC CORP | COM | 929740108 | 9,659 | 109,700 | SH | SOLE | 109,700 | 0 | 0 | ||
* DISNEY WALT CO | COM DISNEY | 254687106 | 5,212 | 51,000 | SH | SOLE | 51,000 | 0 | 0 | ||
* XILINX INC | COM | 983919101 | 4,431 | 104,500 | SH | SOLE | 104,500 | 0 | 0 |