2014-Q1

Company	Shares change	Shares owned end of quarter	Transaction type	Price range
ACADIA Pharmaceuticals Inc. US0042251084	+968K	3.6M	BUY
Adobe Inc. US00724F1012	-635K	2.5M	SELL
Alexion Pharmaceuticals, Inc. US0153511094	-1M	1.8M	SELL
American International Group, Inc. US0268747849	+5.5M	6.3M	BUY
Baidu, Inc. US0567521085	+2.7M	4.2M	BUY
Bank of America Corporation US0605051046	-26M	8.8M	SELL	$11.79–$12.91
Biogen Inc. US09062X1037	+99K	389K	BUY
H&R Block, Inc. US0936711052	-517K	17M	SELL
Capital One Financial Corporation US14040H1059	-1.7M	11M	SELL
Constellation Brands, Inc. US21036P1084	+1.5M	7M	BUY
DaVita Inc. US23918K1088	+346K	1.9M	BUY
Meta Platforms, Inc. US30303M1027	-9.5M	8.8M	SELL
Illumina, Inc. US4523271090	+7.2M	8.9M	BUY
Lowe's Companies, Inc. US5486611073	+329K	18M	BUY
Mastercard Incorporated US57636Q1040	+1.3M	7.7M	BUY
MetLife, Inc. US59156R1086	-3.8M	972K	SELL
Micron Technology, Inc. US5951121038	-7.5M	21M	SELL
Mohawk Industries, Inc. US6081901042	+1.9M	2.5M	BUY
Mondelez International, Inc. US6092071058	+10M	15M	BUY
Thermo Fisher Scientific Inc. US8835561023	-707K	9.7M	SELL
Triumph Group, Inc. US8968181011	+148K	3.7M	BUY
Universal Health Services, Inc. US9139031002	-250K	2.8M	SELL
Valero Energy Corporation US91913Y1001	-3.8M	12M	SELL
Verizon Communications Inc. US92343V1044	+3.1M	4.4M	BUY
Visa Inc. US92826C8394	+734K	11M	BUY
Workday, Inc. US98138H1014	+2.7M	3.1M	BUY