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
ABBVIE INC COM 00287Y109 3,850 86,070 SH   SOLE   86,070 0 0
ACE LTD SHS H0023R105 3,939 42,100 SH   SOLE   42,100 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,403 27,140 SH   SOLE   27,140 0 0
ALKERMES PLC SHS G01767105 204 6,075 SH   SOLE   6,075 0 0
ALLIED WRLD ASSUR COM HLDG A SHS H01531104 4,000 40,250 SH   SOLE   40,250 0 0
AMAZON COM INC COM 023135106 3,242 10,369 SH   SOLE   10,369 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 4,478 92,075 SH   SOLE   92,075 0 0
AMGEN INC COM 031162100 4,737 42,320 SH   SOLE   42,320 0 0
ANADARKO PETE CORP COM 032511107 3,737 40,185 SH   SOLE   40,185 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 2,806 28,285 SH   SOLE   28,285 0 0
ARCH CAP GROUP LTD ORD G0450a105 3,751 69,300 SH   SOLE   69,300 0 0
AUTODESK INC COM 052769106 994 24,140 SH   SOLE   24,140 0 0
BEST BUY INC COM 086516101 3,852 102,710 SH   SOLE   102,710 0 0
BIOGEN IDEC INC COM 09062X103 7,283 30,250 SH   SOLE   30,250 0 0
CBS CORP NEW CL B 124857202 4,179 75,760 SH   SOLE   75,760 0 0
CELGENE CORP COM 151020104 3,941 25,570 SH   SOLE   25,570 0 0
CIGNA CORPORATION COM 125509109 2,435 31,675 SH   SOLE   31,675 0 0
CITIGROUP INC COM NEW 172967424 3,813 78,595 SH   SOLE   78,595 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,858 163,535 SH   SOLE   163,535 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 2,298 18,080 SH   SOLE   18,080 0 0
DIGITALGLOBE INC COM NEW 25389M877 1,332 42,140 SH   SOLE   42,140 0 0
DUNKIN BRANDS GROUP INC COM 265504100 2,393 52,865 SH   SOLE   52,865 0 0
EBAY INC COM 278642103 3,313 59,370 SH   SOLE   59,370 0 0
FACEBOOK INC CL A 30303M102 3,794 75,540 SH   SOLE   75,540 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 2,688 159,335 SH   SOLE   159,335 0 0
GILEAD SCIENCES INC COM 375558103 6,036 96,005 SH   SOLE   96,005 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 1,318 26,270 SH   SOLE   26,270 0 0
GOOGLE INC CL A 38259p508 2,919 3,333 SH   SOLE   3,333 0 0
GROUPON INC COM CL A 399473107 1,349 120,300 SH   SOLE   120,300 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 2,863 26,181 SH   SOLE   26,181 0 0
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 404 12,530 SH   SOLE   12,530 0 0
LAS VEGAS SANDS CORP COM 517834107 3,781 56,919 SH   SOLE   56,919 0 0
LILLY ELI & CO COM 532457108 2,177 43,260 SH   SOLE   43,260 0 0
LINKEDIN CORP COM CL A 53578A108 1,398 5,680 SH   SOLE   5,680 0 0
MARATHON OIL CORP COM 565849106 2,598 74,490 SH   SOLE   74,490 0 0
MARSH & MCLENNAN COS INC COM 571748102 2,595 59,588 SH   SOLE   59,588 0 0
MASTERCARD INC CL A 57636Q104 3,700 5,500 SH   SOLE   5,500 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 2,346 31,595 SH   SOLE   31,595 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADR 606822104 210 32,700 SH   SOLE   32,700 0 0
MONDELEZ INTL INC CL A 609207105 2,883 91,760 SH   SOLE   91,760 0 0
MONSANTO CO NEW COM 61166w101 2,813 26,950 SH   SOLE   26,950 0 0
MORGAN STANLEY COM NEW 617446448 4,442 164,825 SH   SOLE   164,825 0 0
NEWS CORP NEW CL A 65249B109 414 25,763 SH   SOLE   25,763 0 0
NOVARTIS A G SPONSORED ADR 66987V109 3,688 48,075 SH   SOLE   48,075 0 0
NOVO-NORDISK A S ADR 670100205 1,845 10,905 SH   SOLE   10,905 0 0
ONYX PHARMACEUTICALS INC COM 683399109 943 7,560 SH   SOLE   7,560 0 0
PRUDENTIAL PLC ADR 74435K204 384 10,280 SH   SOLE   10,280 0 0
REGENERON PHARMACEUTICALS COM 75886F107 4,156 13,283 SH   SOLE   13,283 0 0
SANOFI SPONSORED ADR 80105N105 2,865 56,580 SH   SOLE   56,580 0 0
SCHLUMBERGER LTD COM 806857108 2,766 31,300 SH   SOLE   31,300 0 0
STANLEY BLACK & DECKER INC COM 854502101 2,720 30,035 SH   SOLE   30,035 0 0
SYNGENTA AG SPONSORED ADR 87160A100 236 2,900 SH   SOLE   2,900 0 0
TIME WARNER INC COM NEW 887317303 3,815 57,970 SH   SOLE   57,970 0 0
TRW AUTOMOTIVE HLDGS CORP COM 87264S106 1,754 24,600 SH   SOLE   24,600 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 3,823 114,090 SH   SOLE   114,090 0 0
UNILEVER N V N Y SHS NEW 904784709 1,723 45,685 SH   SOLE   45,685 0 0
UNITED CONTL HLDGS INC COM 910047109 2,725 88,740 SH   SOLE   88,740 0 0
VERISK ANALYTICS INC CL A 92345y106 3,254 50,090 SH   SOLE   50,090 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,846 37,540 SH   SOLE   37,540 0 0
VIACOM INC NEW CL B 92553P201 3,874 46,355 SH   SOLE   46,355 0 0
VISA INC COM CL A 92826C839 3,753 19,640 SH   SOLE   19,640 0 0
WATERS CORP COM 941848103 2,716 25,570 SH   SOLE   25,570 0 0