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	Changes: All | New | Increased | Decreased | Sold Out	Portfolio as of: Most recent 12/31/2018 09/30/2018 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 28,000,000 -8,000,000 1,842,960,000 -932,280,000 12/31/2018 CAMPBELL SOUP CO CPB Common 21,000,000 3,000,000 692,790,000 33,450,000 12/31/2018 DowDuPont Inc. DWDP Common Stock 9,655,200 -2,494,800 516,360,000 -265,006,000 12/31/2018 PayPal Holdings, Inc. PYPL COM 4,025,000 -5,025,000 338,462,000 -456,490,000 12/31/2018 DANAHER CORP /DE/ DHR Common 3,110,000 -140,000 320,703,000 -32,442,000 12/31/2018 Shire plc SHPG SPONSORED ADR 1,719,413 119,413 299,247,000 9,215,000 12/31/2018 CONSTELLATION BRANDS, INC. STZ CL A 1,750,000 -650,000 281,435,000 -236,053,000 12/31/2018 AMERICAN EXPRESS CO AXP Common 2,900,000 -2,100,000 276,428,000 -256,022,000 12/31/2018 SOTHEBYS BID Common 6,661,604 0 264,732,000 -62,952,000 12/31/2018 Merck & Co., Inc. MRK COM 2,775,000 -1,725,000 212,038,000 -107,192,000 12/31/2018 ADOBE SYSTEMS INC ADBE Common 900,000 0 203,616,000 -39,339,000 12/31/2018 Vantiv, Inc. WP CALL 2,630,000 -420,000 201,011,000 -107,863,000 12/31/2018 VISA INC. V CL A 1,500,000 -200,000 197,910,000 -57,243,000 12/31/2018 Quintiles IMS Holdings, Inc. IQV COM 1,630,000 130,000 189,357,000 -5,253,000 12/31/2018 SALESFORCE COM INC CRM Common 1,175,000 675,000 160,940,000 81,425,000 12/31/2018 Far Point Acquisition Corp FPAC COM CL A 15,692,500 0 158,337,000 -1,454,852,000 12/31/2018 S&P Global Inc. SPGI COM 800,000 -184,900 135,952,000 -56,488,000 12/31/2018 CIGNA CORP CI Com 575,000 575,000 109,204,000 109,204,000 12/31/2018 DOVER Corp DOV Common 615,000 -3,385,000 43,634,000 -310,486,000 12/31/2018 Far Point Acquisition Corp FPAC/U Common 4,000,000 0 40,360,000 -760,000 12/31/2018 Kadmon Holdings, LLC KDMN STOCK 9,407,745 0 19,568,000 -11,854,000 12/31/2018 iSHARES TRUST SHY 1-3 YR TRS BD 39,896 -2,646 3,336,000 -199,000 12/31/2018 MICROSOFT CORP MSFT Common 0 -4,100,000 0 -468,917,000 12/31/2018 LENNAR CORP /NEW/ LEN CL A 0 -5,170,000 0 -241,387,000 12/31/2018 UNITED TECHNOLOGIES CORP /DE/ UTX Common 0 -8,400,000 0 -1,174,404,000 12/31/2018 DEERE & CO DE Common 0 -1,350,000 0 -202,946,000 12/31/2018 NETFLIX INC NFLX Common 0 -1,250,000 0 -467,662,000 12/31/2018 Marathon Petroleum Corp MPC Common 0 -3,500,000 0 -279,895,000 12/31/2018 WPX ENERGY, INC. WPX Common 0 -3,135,900 0 -63,094,000 12/31/2018 Alibaba Group Holding Ltd BABA SPONSORED ADS 0 -4,045,000 0 -666,454,000 12/31/2018 Diamondback Energy, Inc. FANG COM 0 -500,000 0 -67,595,000 12/31/2018

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