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
Abbott Laboratories EQCOM 002824100 102,296 2,272,230 SH   SOLE   2,272,230 0 0
Abb Vie Inc. EQCOM 00287Y109 109,816 1,678,122 SH   SOLE   1,678,122 0 0
Ametek Inc EQCOM 031100100 75,950 1,443,085 SH   SOLE   1,443,085 0 0
Amgen Inc EQCOM 031162100 124,327 780,508 SH   SOLE   780,508 0 0
Amphenol Corp EQCOM 032095101 82,204 1,527,670 SH   SOLE   1,527,670 0 0
Apple Inc. EQCOM 037833100 77,188 699,291 SH   SOLE   699,291 0 0
BB&T Corp EQCOM 054937107 47,443 1,219,937 SH   SOLE   1,176,837 0 43,100
Bank of New York Mellon Corp EQCOM 064058100 43,278 1,066,749 SH   SOLE   1,066,749 0 0
Cenovus Energy EQCOM 15135U109 55,674 2,700,017 SH   SOLE   1,981,717 0 718,300
Charter Communications EQCOM 16117M305 17,046 102,306 SH   SOLE   102,306 0 0
Cisco Systems Inc EQCOM 17275R102 83,732 3,010,330 SH   SOLE   3,010,330 0 0
Comcast Corp Cl A Special Non-Voting EQCOM 20030N200 75,862 1,317,851 SH   SOLE   0 0 1,317,851
Diageo PLC ADR EQCOM 25243Q205 67,769 594,000 SH   SOLE   594,000 0 0
Disney Walt Co EQCOM 254687106 56,328 598,023 SH   SOLE   598,023 0 0
Discovery Communications C EQCOM 25470F302 110,364 3,272,954 SH   SOLE   3,272,954 0 0
Dover Corp EQCOM 260003108 50,134 699,025 SH   SOLE   699,025 0 0
Enbridge Inc EQCOM 29250N105 140,015 2,723,500 SH   SOLE   2,723,500 0 0
Exxon Mobil Corp EQCOM 30231G102 146,632 1,586,068 SH   SOLE   1,586,068 0 0
Glaxosmithkline Spnsrd ADR EQADR 37733W105 59,999 1,403,823 SH   SOLE   1,368,223 0 35,600
Google Inc EQCOM 38259P508 41,421 78,055 SH   SOLE   78,055 0 0
Google Inc - Class C EQCOM 38259P706 41,088 78,055 SH   SOLE   78,055 0 0
Graco Inc EQCOM 384109104 52,117 650,000 SH   SOLE   650,000 0 0
International Paper Co EQCOM 460146103 55,989 1,044,960 SH   SOLE   1,044,960 0 0
JP Morgan Chase & Co EQCOM 46625H100 131,654 2,103,765 SH   SOLE   2,103,765 0 0
Johnson & Johnson EQCOM 478160104 144,737 1,384,118 SH   SOLE   1,384,118 0 0
Liberty Broadband Co Series A EQCOM 530307107 4,109 82,026 SH   SOLE   82,026 0 0
Liberty Broadband Corp RTS EQCOM 530307115 468 49,217 SH   SOLE   49,217 0 0
Liberty Broadband Co Series C EQCOM 530307305 8,173 164,053 SH   SOLE   53 0 164,000
Liberty Interactive Corp Series A EQCOM 53071M104 91,384 3,106,172 SH   SOLE   3,106,172 0 0
M&T Bank Corp EQCOM 55261F104 75,372 600,000 SH   SOLE   145,801 0 454,199
Mcdonald`s Corp EQCOM 580135101 52,050 555,494 SH   SOLE   555,494 0 0
Merck & Co Inc EQCOM 58933Y105 88,660 1,561,191 SH   SOLE   1,561,191 0 0
Microsoft Corp EQCOM 594918104 110,449 2,377,812 SH   SOLE   2,377,812 0 0
Nike Inc EQCOM 654106103 121,079 1,259,270 SH   SOLE   1,259,270 0 0
Novartis ADR EQADR 66987V109 132,563 1,430,642 SH   SOLE   1,430,642 0 0
Oracle Corp EQCOM 68389X105 81,621 1,815,000 SH   SOLE   1,815,000 0 0
Pepsico Inc EQCOM 713448108 101,445 1,072,816 SH   SOLE   1,072,816 0 0
Philip Morris EQCOM 718172109 112,312 1,378,911 SH   SOLE   1,378,911 0 0
Praxair EQCOM 74005P104 79,772 615,717 SH   SOLE   615,717 0 0
QUALCOMM Inc EQCOM 747525103 77,424 1,041,629 SH   SOLE   1,041,629 0 0
Royal Dutch Shell Spnsrd ADR EQADR 780259206 113,759 1,699,161 SH   SOLE   915,161 0 784,000
SPDR Trust Series 1 EQETF 78462F103 232,433 1,130,839 SH   SOLE   1,130,839 0 0
Schlumberger Ltd EQCOM 806857108 118,939 1,392,560 SH   SOLE   1,392,560 0 0
Simon Property Group EQCOM 828806109 25,149 138,100 SH   SOLE   138,100 0 0
Spectra Energy Corp EQCOM 847560109 79,902 2,201,170 SH   SOLE   2,201,170 0 0
State Street Corp EQCOM 857477103 116,007 1,477,795 SH   SOLE   1,477,795 0 0
TJX Cos Inc EQCOM 872540109 97,006 1,414,500 SH   SOLE   1,414,500 0 0
US Bancorp EQCOM 902973304 98,438 2,189,941 SH   SOLE   2,189,941 0 0
Unilever N V - NY Shares EQCOM 904784709 116,798 2,991,762 SH   SOLE   2,955,562 0 36,200
UnitedHealth Group Inc EQCOM 91324P102 95,875 948,412 SH   SOLE   948,412 0 0
VF Corp EQCOM 918204108 7,490 100,000 SH   SOLE   100,000 0 0
Weingarten Realty Investors EQCOM 948741103 99,309 2,843,907 SH   SOLE   2,444,307 0 399,600
Wells Fargo & Co EQCOM 949746101 127,267 2,321,546 SH   SOLE   2,321,546 0 0
Wyndham Worldwide Corp EQCOM 98310W108 45,453 530,000 SH   SOLE   530,000 0 0
Zoetis Inc EQCOM 98978V103 63,818 1,483,113 SH   SOLE   1,483,113 0 0
Covidien Ltd EQCOM G2554F113 104,933 1,025,943 SH   SOLE   1,025,943 0 0
Eaton Corp EQCOM G29183103 93,581 1,377,000 SH   SOLE   1,377,000 0 0
Liberty Global PLC EQCOM G5480U104 44,556 887,478 SH   SOLE   589,478 0 298,000
Liberty Global PLC Class C EQCOM G5480U120 42,874 887,478 SH   SOLE   887,478 0 0
Checkpoint Software EQCOM M22465104 82,250 1,046,831 SH   SOLE   338,614 0 708,217
NXP Semiconductor NV EQCOM N6596X109 61,884 810,000 SH   SOLE   810,000 0 0