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
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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 COMPANY COM 88579y101 3,970 29,264 SH   SOLE   0 0 29,264
AKAMAI TECHNOLOGIES COM COM 00971t101 3,643 62,585 SH   SOLE   0 0 62,585
AMAZON COM INC COM COM 023135106 2,066 6,142 SH   SOLE   0 0 6,142
APPLE COMPUTER INC COM 037833100 9,885 18,417 SH   SOLE   0 0 18,417
ASHLAND INC COM 044209104 3,992 40,133 SH   SOLE   0 0 40,133
BORG WARNER INC COM COM 099724106 3,200 52,063 SH   SOLE   0 0 52,063
CAPITAL ONE FINANCIAL CORP COM 14040h105 3,784 49,046 SH   SOLE   0 0 49,046
CERNER CORP COM COM 156782104 2,357 41,909 SH   SOLE   0 0 41,909
CISCO SYSTEMS INC COM COM 17275r102 2,488 110,992 SH   SOLE   0 0 110,992
CITIGROUP INC COM NEW COM 172967424 5,354 112,487 SH   SOLE   0 0 112,487
COMCAST CORP NEW CL A COM 20030n101 3,469 69,323 SH   SOLE   0 0 69,323
CONSUMER DISCRETIONARY SELECT COM 81369y407 7,490 115,736 SH   SOLE   0 0 115,736
CROWN CASTLE INTL COM 228227104 4,442 60,206 SH   SOLE   0 0 60,206
DANAHER CORP DEL COM COM 235851102 6,293 83,910 SH   SOLE   0 0 83,910
DIAGEO P L C SPONSORED ADR COM 25243q205 5,753 46,175 SH   SOLE   0 0 46,175
DOW CHEM CO COM COM 260543103 4,342 89,357 SH   SOLE   0 0 89,357
E M C CORP MASS COM COM 268648102 4,813 175,576 SH   SOLE   0 0 175,576
ENTERPRISE PRODS PARTN COM COM 293792107 579 8,343 SH   SOLE   0 0 8,343
FACEBOOK INC COM 30303M102 1,556 25,838 SH   SOLE   0 0 25,838
FMC TECHS INC COM COM 30249u101 5,285 101,072 SH   SOLE   0 0 101,072
GENERAL ELECTRIC COM 369604103 9,121 352,279 SH   SOLE   0 0 352,279
GOOGLE INC CL A COM 38259p508 5,257 4,717 SH   SOLE   0 0 4,717
HOME DEPOT INC COM 437076102 7,785 98,385 SH   SOLE   0 0 98,385
INTL BUSINESS MACHINES CORP I COM 459200101 2,712 14,092 SH   SOLE   0 0 14,092
ISHARE DJ TEL SC INX COM 464287713 1,875 62,527 SH   SOLE   0 0 62,527
ISHARES MRG RL ES CP ETF COM 464288539 5,029 410,226 SH   SOLE   0 0 410,226
ISHARES S&P AGGRESSIVE ALLOCAT COM 464289859 1,019 22,458 SH   SOLE   0 0 22,458
ISHARES TR S&P 100 IDX FD COM 464287101 20,585 248,580 SH   SOLE   0 0 248,580
J P MORGAN CHASE & CO COM COM 46625H100 6,974 114,875 SH   SOLE   0 0 114,875
JOHNSON AND JOHNSON COM COM 478160104 8,094 82,403 SH   SOLE   0 0 82,403
KINDER MORGAN INC COM 49456b101 3,390 104,353 SH   SOLE   0 0 104,353
MICROSOFT CORP COM 594918104 6,409 156,366 SH   SOLE   0 0 156,366
MIDCAP SPDR TR SER 1 COM 78467Y107 12,085 48,230 SH   SOLE   0 0 48,230
NATIONAL-OILWELL VARCO INC COM 637071101 4,002 51,398 SH   SOLE   0 0 51,398
PERRIGO COMPANY PLC IRELAND COM G97822103 4,573 29,568 SH   SOLE   0 0 29,568
PFIZER INC COM 717081103 5,941 184,970 SH   SOLE   0 0 184,970
POWER SHARES DYNAMIC OIL SERVI COM 73935x625 5,152 190,941 SH   SOLE   0 0 190,941
PRAXAIR INC COM 74005p104 4,538 34,652 SH   SOLE   0 0 34,652
PROCTER & GAMBLE CO COM 742718109 6,917 85,818 SH   SOLE   0 0 85,818
QUALCOMM INC COM 747525103 5,289 67,071 SH   SOLE   0 0 67,071
RAYMOND JAMES FINL INC COM COM 754730109 3,679 65,773 SH   SOLE   0 0 65,773
ROPER INDS INC NEW COM COM 776696106 3,266 24,462 SH   SOLE   0 0 24,462
SECTOR SPDR ENERGY COM 81369y506 12,140 136,313 SH   SOLE   0 0 136,313
SECTOR SPDR UTILITIES COM 81369y886 9,658 232,950 SH   SOLE   0 0 232,950
STANDARD&POORS DEP RCPT COM 78462f103 45,473 243,159 SH   SOLE   0 0 243,159
SVB FINANCIAL GROUP COM 78486Q101 4,835 37,544 SH   SOLE   0 0 37,544
TEXAS INSTRS INC COM COM 882508104 6,391 135,520 SH   SOLE   0 0 135,520
UNITED HEALTHCARE CORP COM COM 91324P102 6,841 83,440 SH   SOLE   0 0 83,440
UNITED PARCEL SERVICE CL B COM 911312106 3,901 40,056 SH   SOLE   0 0 40,056
US BANCORP (NEW) COM 902973304 10,038 234,198 SH   SOLE   0 0 234,198
VANGUARD INDEX FDS LARGE CAP E COM 922908637 641 7,455 SH   SOLE   0 0 7,455
VANGUARD INDEX FDS VANGUARD TO COM 922908769 287 2,945 SH   SOLE   0 0 2,945
VANGUARD MID-CAP ETF COM 922908629 328 2,885 SH   SOLE   0 0 2,885
WAL-MART STORES INC COM 931142103 5,203 68,072 SH   SOLE   0 0 68,072
WELLS FARGO & CO DEL COM COM 949746101 6,732 135,335 SH   SOLE   0 0 135,335
ISHARES TR MSCI EAFE IDX COM 464287465 32,512 483,806 SH   SOLE   0 0 483,806
ALPS ETF TR ALERIAN MLPETF PRF 00162q866 1,446 81,874 SH   SOLE   0 0 81,874
ISHARES S&P US PREFERRED STOCK PRF 464288687 9,945 254,802 SH   SOLE   0 0 254,802