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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
Bank of New York Mellon Corp/TheCommon Stock06405810017,981595,600SH SOLENone595,60000
BB&T CorpCommon Stock0549371077,604225,300SH SOLENone225,30000
Capital One Financial CorpCommon Stock14040H10517,453253,900SH SOLENone253,90000
CME Group Inc/ILCommon Stock12572Q10518,145245,600SH SOLENone245,60000
Coach IncCommon Stock18975410421,103387,000SH SOLENone387,00000
Comerica IncCommon Stock20034010715,028382,300SH SOLENone382,30000
Costco Wholesale CorpCommon Stock22160K1056,04652,500SH SOLENone52,50000
CVS Caremark CorpCommon Stock126650100851,500SH SOLENone1,50000
Dollar Tree IncCommon Stock2567461088,660151,500SH SOLENone151,50000
Goldman Sachs Group Inc/TheCommon Stock38141G10419,713124,600SH SOLENone124,60000
Google IncCommon Stock38259P50820,05822,900SH SOLENone22,90000
Johnson & JohnsonCommon Stock4781601042172,500SH SOLENone2,50000
Lowe's Cos IncCommon Stock54866110726,195550,200SH SOLENone550,20000
McDonald's CorpCommon Stock5801351014,64748,300SH SOLENone48,30000
Mindray Medical International LtdADR60267510043211,100SH SOLENone11,10000
NIKE IncCommon Stock65410610315,530213,800SH SOLENone213,80000
Stanley Black & Decker IncCommon Stock8545021018,70496,100SH SOLENone96,10000
TJX Cos IncCommon Stock87254010915,411273,300SH SOLENone273,30000
US Bancorp/MNCommon Stock90297330411,497314,300SH SOLENone314,30000
VF CorpCommon Stock9182041086,31031,700SH SOLENone31,70000
Vipshop Holdings LtdADR92763W10322,809401,563SH SOLENone401,56300
Walt Disney Co/TheCommon Stock2546871061812,800SH SOLENone2,80000
Wells Fargo & CoCommon Stock94974610121,635523,600SH SOLENone523,60000
WuXi PharmaTech Cayman IncADR9293521022147,800SH SOLENone7,80000