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 18,563 111,400 SH   DFND 1 111,400 0 0
ABBOTT LABORATORIES COM 002824100 2,895 69,200 SH   DFND 1 69,200 0 0
ABBVIE INC COM 00287Y109 6,757 118,300 SH   DFND 1 118,300 0 0
AIR PRODS & CHEMS INC COM 9158106 792 5,500 SH   DFND 1 5,500 0 0
ALPHABET INC CL A 38259P508 1,579 2,070 SH   DFND 1 2,070 0 0
ALPHABET INC CL C 38259P706 25,853 34,704 SH   DFND 1 0 0 34,704
ALTRIA GROUP INC COM 02209S103 927 14,800 SH   DFND 1 14,800 0 0
AMERICAN EXPRESS CO COM 025816109 123 2,000 SH   DFND 1 2,000 0 0
AMGEN INC COM 31162100 7,497 50,000 SH   DFND 1 50,000 0 0
Anheuser-Busch InBev SPONSORED ADR 03524A108 22,750 182,500 SH   DFND 1 182,500 0 0
ANSYS INC COM 03662Q105 1,091 12,200 SH   DFND 1 12,200 0 0
APPLE INC COM 037833100 1,635 15,000 SH   DFND 1 15,000 0 0
BAKER HUGHES INC COM 57224107 408 9,300 SH   DFND 1 9,300 0 0
BARD C R INC COM 067383109 693 3,420 SH   DFND 1 3,420 0 0
BECTON DICKINSON & CO COM 075887109 8,441 55,600 SH   DFND 1 55,600 0 0
BERKSHIRE HATHAWAY INC CL A 084670108 149,202 699 SH   DFND 1 699 0 0
BIOGEN INC COM 09062X103 3,436 13,200 SH   DFND 1 13,200 0 0
Boeing CO COM 097023105 3,618 28,500 SH   DFND 1 28,500 0 0
CANADIAN NATL RY CO COM 136375102 881 14,100 SH   DFND 1 14,100 0 0
CARDINAL HEALTH COM 14149Y108 436 5,320 SH   DFND 1 5,320 0 0
CELGENE CORP COM 151020104 4,354 43,500 SH   DFND 1 43,500 0 0
CERNER CORP COM 156782104 344 6,500 SH   DFND 1 6,500 0 0
CF INDS HLDGS INC COM 125269100 248 7,900 SH   DFND 1 7,900 0 0
CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 8,108 221,600 SH   DFND 1 221,600 0 0
CISCO SYSTEMS INC COM 17275R102 15,576 547,100 SH   DFND 1 547,100 0 0
COCA COLA CO COM 191216100 44,650 962,500 SH   DFND 1 962,500 0 0
COSTCO WHSL CORP COM 22160K105 756 4,800 SH   DFND 1 4,800 0 0
DANAHER CORP COM 235851102 13,461 141,900 SH   DFND 1 141,900 0 0
DAVITA HEALTHCARE PARTNERS INC COM 23918K108 20,069 273,500 SH   DFND 1 273,500 0 0
DEERE & COMPANY COM 244199105 10,632 138,100 SH   DFND 1 138,100 0 0
DIAMOND OFFSHORE DRILLING INC COM 25271C102 2,388 109,900 SH   DFND 1 109,900 0 0
ECOLAB INC COM 278865100 1,740 15,600 SH   DFND 1 15,600 0 0
EXPRESS SCRIPTS HOLDING INC COM 30219G108 412 6,000 SH   DFND 1 6,000 0 0
EXXON MOBIL CORPORATION COM 30231G102 16,750 200,383 SH   DFND 1 200,383 0 0
FACEBOOK INC CL A 30303M102 799 7,000 SH   DFND 1 7,000 0 0
FASTENAL CO COM 311900104 1,000 20,400 SH   DFND 1 20,400 0 0
GENERAL ELECTRIC CO COM 369604103 26,115 821,500 SH   DFND 1 821,500 0 0
GILEAD SCIENCES INC COM 375558103 7,753 84,400 SH   DFND 1 84,400 0 0
GREENLIGHT CAPITAL RE LTD COM G4095J109 593 27,200 SH   DFND 1 27,200 0 0
IDEXX LABORATORIES COM 45168D104 1,482 18,920 SH   DFND 1 18,920 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 72,302 477,400 SH   DFND 1 477,400 0 0
INTUITIVE SURGICAL INC COM 46120E602 10,951 18,220 SH   DFND 1 18,220 0 0
JOHNSON & JOHNSON COM 478160104 17,702 163,600 SH   DFND 1 163,600 0 0
KINDER MORGAM INC DEL COM 49456B101 1,765 98,800 SH   DFND 1 98,800 0 0
LAS VEGAS SANDS CORP COM 517834107 3,654 70,700 SH   DFND 1 70,700 0 0
LOEWS CORP COM 540424108 1,848 48,300 SH   DFND 1 48,300 0 0
KRAFT HEINZ COMPANY COM 500754106 5,523 70,300 SH   DFND 1 70,300 0 0
MARRIOTT INTL INC COM 571903202 2,292 32,200 SH   DFND 1 32,200 0 0
MASTERCARD INC CL A 57636Q104 945 10,000 SH   DFND 1 10,000 0 0
McCORMICK & CO INC COM NON VTG 579780206 716 7,200 SH   DFND 1 0 0 7,200
MCDONALDS CORP COM 580135101 3,161 25,150 SH   DFND 1 25,150 0 0
MEDTRONIC INC COM 585055106 7,298 97,300 SH   DFND 1 97,300 0 0
MICROSOFT CORP COM 594918104 11,151 201,900 SH   DFND 1 201,900 0 0
MONDELEZ INTL INC CL A 609207105 1,172 29,200 SH   DFND 1 29,200 0 0
MONSANTO CO COM 61166W101 6,589 75,100 SH   DFND 1 75,100 0 0
MOSAIC CO COM 61945C103 311 11,500 SH   DFND 1 11,500 0 0
NATIONAL OILWELL VARCO INC COM 637071101 17,385 559,000 SH   DFND 1 559,000 0 0
NESTLE SPONSORED ADR 641069406 12,855 172,300 SH   DFND 1 172,300 0 0
NORTH ATLANTIC DRILLING LTD COM G6613P202 30 11,100 SH   DFND 1 11,100 0 0
NOVARTIS A G SPONSORED ADR 66987V109 344 4,750 SH   DFND 1 4,750 0 0
NOVO-NORDISK A S SPONSORED ADR 670100205 23,952 442,000 SH   DFND 1 442,000 0 0
NOW INC COM 67011P100 987 55,675 SH   DFND 1 55,675 0 0
PHILIP MORRIS INTERNATIONAL COM 718172109 520 5,300 SH   DFND 1 5,300 0 0
PHILLIPS 66 COM 718546104 24,773 286,100 SH   DFND 1 286,100 0 0
POTASH CORP SASK INC COM 73755L107 14,044 825,124 SH   DFND 1 825,124 0 0
PRAXAIR INC COM 74005P104 22,364 195,400 SH   DFND 1 195,400 0 0
PROCTER & GAMBLE CO COM 742718109 1,457 17,700 SH   DFND 1 17,700 0 0
QUALCOMM INC COM 747525103 2,194 42,900 SH   DFND 1 42,900 0 0
QUALYS INC COM 74758T303 41 1,607 SH   DFND 1 1,607 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 435 11,200 SH   DFND 1 11,200 0 0
ROCHE HOLDING A G SPONSORED ADR 771195104 744 24,300 SH   DFND 1 24,300 0 0
SABMILLER PLC SPONSORED ADR 78572M105 5,383 88,100 SH   DFND 1 88,100 0 0
SANOFI SPONSORED ADR 80105N105 12,454 310,100 SH   DFND 1 310,100 0 0
SEADRILL LTD COM G7945E105 110 33,200 SH   DFND 1 33,200 0 0
STERICYCLE INC COM 858912108 4,379 34,700 SH   DFND 1 34,700 0 0
SUNCOR ENERGY INC COM 867224107 1,157 41,600 SH   DFND 1 41,600 0 0
THE WALT DISNEY CO COM 254687106 705 7,100 SH   DFND 1 7,100 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 609 4,300 SH   DFND 1 4,300 0 0
TRANSCOCEAN LTD COM H8817H100 615 67,300 SH   DFND 1 67,300 0 0
UNION PACIFIC CORP COM 907818108 7,183 90,300 SH   DFND 1 90,300 0 0
UNITED TECHNOLOGIES CORP COM 913017109 9,359 93,500 SH   DFND 1 93,500 0 0
VALEANT PHAMACEUTICALS INTL COM 91911K102 955 36,300 SH   DFND 1 36,300 0 0
VARIAN MED SYS INC. COM 92220P105 8,730 109,100 SH   DFND 1 109,100 0 0
VISA INC CL A 92826C839 13,147 171,900 SH   DFND 1 171,900 0 0
WAL-MART STORES INC COM 931142103 9,109 133,000 SH   DFND 1 133,000 0 0
WELLS FARGO & CO COM 949746101 83,160 1,719,600 SH   DFND 1 1,719,600 0 0
ZOETIS INC CL A 98978V103 8,130 183,400 SH   DFND 1 183,400 0 0