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	Changes: All | New | Increased | Decreased | Sold Out	Portfolio as of: Most recent 06/30/2018 03/31/2018 12/31/2017 09/30/2017 06/30/2017 03/31/2017 12/31/2016 09/30/2016 06/30/2016 03/31/2016 12/31/2015 09/30/2015 06/30/2015 03/31/2015 12/31/2014 09/30/2014 06/30/2014 03/31/2014 12/31/2013 09/30/2013 06/30/2013 03/31/2013 12/31/2012 09/30/2012 06/30/2012 03/31/2012 12/31/2011 09/30/2011 06/30/2011 03/31/2011 12/31/2010 09/30/2010 06/30/2010 03/31/2010 12/31/2009 09/30/2009 06/30/2009 03/31/2009 12/31/2008 09/30/2008 06/30/2008 03/31/2008 12/31/2007 09/30/2007 06/30/2007 03/31/2007 12/31/2006 09/30/2006 06/30/2006 03/31/2006 12/31/2005 09/30/2005 06/30/2005 03/31/2005 12/31/2004 09/30/2004 06/30/2004 03/31/2004 12/31/2003 09/30/2003 06/30/2003 03/31/2003 12/31/2002 09/30/2002 06/30/2002 03/31/2002 12/31/2001 09/30/2001 06/30/2001 03/31/2001 12/31/2000 09/30/2000 06/30/2000 03/31/2000 12/31/1999 09/30/1999 06/30/1999
	Name Ticker Class Shares Change Value Change Date BAXTER INTERNATIONAL INC BAX Common 36,000,000 0 2,658,240,000 316,800,000 06/30/2018 NXP Semiconductors N.V. NXPI COM 10,750,000 10,750,000 1,174,652,000 1,174,652,000 06/30/2018 UNITED TECHNOLOGIES CORP /DE/ UTX Common 7,600,000 500,000 950,228,000 56,906,000 06/30/2018 DowDuPont Inc. DWDP Common Stock 14,300,000 225,000 942,656,000 45,938,000 06/30/2018 PayPal Holdings, Inc. PYPL COM 10,000,000 10,000,000 832,700,000 832,700,000 06/30/2018 NETFLIX INC NFLX Common 2,000,000 0 782,860,000 192,160,000 06/30/2018 CAMPBELL SOUP CO CPB Common 21,000,000 15,450,000 781,830,000 556,833,000 10/05/2018 Alibaba Group Holding Ltd BABA SPONSORED ADS 4,000,000 0 742,120,000 7,960,000 06/30/2018 Facebook Inc FB Common 3,000,000 -1,000,000 582,960,000 -56,200,000 06/30/2018 CONSTELLATION BRANDS, INC. STZ CL A 2,000,000 -300,000 437,740,000 -86,476,000 06/30/2018 SOTHEBYS BID Common 6,661,604 0 361,992,000 20,185,000 06/30/2018 Vulcan Materials CO VMC Common 2,750,000 -190,000 354,915,000 19,255,000 06/30/2018 BlackRock Inc. BLK Common 650,000 -435,000 324,376,000 -263,390,000 06/30/2018 DANAHER CORP /DE/ DHR Common 3,250,000 0 320,710,000 2,502,000 06/30/2018 LENNAR CORP /NEW/ LEN CL A 6,000,000 -275,000 315,000,000 -54,848,000 06/30/2018 DOVER Corp DOV Common 4,000,000 80,000 292,800,000 -92,222,000 06/30/2018 S&P Global Inc. SPGI COM 1,300,000 -200,000 265,057,000 -21,533,000 06/30/2018 WYNN RESORTS LTD WYNN Common 1,525,000 -10,000 255,194,000 -24,729,000 06/30/2018 Vantiv, Inc. WP CALL 2,900,000 -1,200,000 237,162,000 -100,022,000 06/30/2018 ELECTRONIC ARTS INC. EA Common 1,650,000 400,000 232,683,000 81,133,000 06/30/2018 VISA INC. V CL A 1,700,000 1,700,000 225,165,000 225,165,000 06/30/2018 SHERWIN WILLIAMS CO SHW Common 550,000 -35,000 224,164,000 -5,226,000 06/30/2018 MICROSOFT CORP MSFT Common 2,250,000 1,700,000 221,872,000 171,674,000 06/30/2018 Marathon Petroleum Corp MPC Common 3,100,000 1,100,000 217,496,000 71,276,000 06/30/2018 ADOBE SYSTEMS INC ADBE Common 700,000 300,000 170,667,000 84,235,000 06/30/2018 Dell Technologies Inc DVMT COM 2,000,000 2,000,000 169,160,000 169,160,000 06/30/2018 DEERE & CO DE Common 1,100,000 1,100,000 153,780,000 153,780,000 06/30/2018 Far Point Acquisition Corp FPAC COM CL A 15,692,500 15,692,500 153,002,000 153,002,000 06/30/2018 ENERGEN CORP EGN Common 1,350,000 1,350,000 98,307,000 98,307,000 06/30/2018 PVH CORP. /DE/ PVH COM 625,000 625,000 93,575,000 93,575,000 06/30/2018 iSHARES TRUST FXI OPTION 2,000,000 2,000,000 85,940,000 85,940,000 06/30/2018 SALESFORCE COM INC CRM Common 625,000 175,000 85,250,000 32,915,000 06/30/2018 Camping World Holdings, Inc. CWH CL A 2,825,000 2,825,000 70,568,000 70,568,000 06/30/2018 Far Point Acquisition Corp FPAC/U Common 4,000,000 4,000,000 40,760,000 40,760,000 06/30/2018 Kadmon Holdings, LLC KDMN STOCK 9,407,745 0 37,537,000 -2,446,000 06/30/2018 << Prev     Next >>

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