Akamai Technologies, Inc. COM 00971T101 9657 136049 SH SOLE None 136049 0 0 Apple, Inc. COM 037833100 25533 152179 SH SOLE None 152179 0 0 Baker Hughes Inc. COM 057224107 3481 125337 SH SOLE None 125337 0 0 Berkshire Hathaway CL B 084670207 28565 143198 SH SOLE None 143198 0 0 Boeing Company COM 097023105 36442 111143 SH SOLE None 111143 0 0 Cognizant Technologies Solu. CL A 192446102 16330 202863 SH SOLE None 202863 0 0 Dell Technologies COM CL V 24703L103 12908 176309 SH SOLE None 176309 0 0 EBAY Inc. COM 278642103 6384 158653 SH SOLE None 158653 0 0 Google Inc. CL C 38259P706 115992 112418 SH SOLE None 112418 0 0 Google Inc. CL A 38259P508 15522 14966 SH SOLE None 14966 0 0 KKR&CO COM 48248M102 5789 285179 SH SOLE None 285179 0 0 Medtronic Inc. COM 585055106 9532 118824 SH SOLE None 118824 0 0 Nautilus COM 63910B102 1590 118225 SH SOLE None 118225 0 0 Novo Nordisk ADR 670100205 10798 219255 SH SOLE None 219255 0 0 Nvidia Inc. COM 67066G104 12763 55110 SH SOLE None 55110 0 0 Orbcomm, Inc. COM 68555p100 23298 2486432 SH SOLE None 2486432 0 0 PayPal COM 70450Y103 20789 274004 SH SOLE None 274004 0 0 Qualcomm Inc. COM 747525103 14140 255190 SH SOLE None 255190 0 0 US Silica Holdings COM 90346E103 4265 167128 SH SOLE None 167128 0 0 Tupperware Brands Corp. COM 899896104 8240 170327 SH SOLE None 170327 0 0 Wal Mart Stores Inc. COM 931142103 10801 121398 SH SOLE None 121398 0 0