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
ADOBE SYS INC Common Stock 00724F101 4,982 72,000 SH   SOLE   72,000 0 0
Adobe Systems Inc Common Stock 00724F101 1,177 17,015 SH   SOLE   17,015 0 0
American Express Common Stock 025816109 58 661 SH   SOLE   661 0 0
AMERICAN EXPRESS CO Common Stock 025816109 4,990 57,000 SH   SOLE   57,000 0 0
ANSYS INC Common Stock 03662Q105 5,297 70,000 SH   SOLE   70,000 0 0
ANSYS Inc Common Stock 03662Q105 998 13,188 SH   SOLE   13,188 0 0
APPLE INC Common Stock 037833100 9,060 89,929 SH   SOLE   89,929 0 0
Apple Inc Common Stock 037833100 1,275 12,657 SH   SOLE   12,657 0 0
Ascent Solar Tech Inc Common Stock 043635309 0 58 SH   SOLE   58 0 0
BANCO BRADESCO S A Common Stock 059460303 5,700 400,000 SH   SOLE   400,000 0 0
Banco Bradesco SA ADR Common Stock 059460303 67 4,726 SH   SOLE   4,726 0 0
Banco Santander Sa Adr Common Stock 05964H105 67 7,026 SH   SOLE   7,026 0 0
BANK NEW YORK MELLON CORP Common Stock 064058100 5,810 150,000 SH   SOLE   150,000 0 0
Bank Of New York Co Inc Common Stock 064058100 61 1,578 SH   SOLE   1,578 0 0
BIOGEN IDEC INC Common Stock 09062X103 5,955 18,000 SH   SOLE   18,000 0 0
Biogen Idec Inc Common Stock 09062X103 1,323 3,998 SH   SOLE   3,998 0 0
CANADIAN PACIFIC RAILWAY LTD Common Stock 13645T100 5,811 28,000 SH   SOLE   28,000 0 0
Canadian Pacific Railway Ltd Common Stock 13645T100 61 295 SH   SOLE   295 0 0
China Mobile Ltd ADR Common Stock 16941M109 66 1,125 SH   SOLE   1,125 0 0
CISCO SYS INC Common Stock 17275R102 6,041 240,000 SH   SOLE   240,000 0 0
Cisco Systems Inc Common Stock 17275R102 62 2,467 SH   SOLE   2,467 0 0
Darling International Inc Common Stock 237266101 866 47,283 SH   SOLE   47,283 0 0
EATON CORP PLC Common Stock G29183103 4,579 72,266 SH   SOLE   72,266 0 0
Eaton Corporation PLC Common Stock G29183103 896 14,142 SH   SOLE   14,142 0 0
EBAY INC Common Stock 278642103 7,389 130,481 SH   SOLE   130,481 0 0
eBay Inc Common Stock 278642103 1,175 20,747 SH   SOLE   20,747 0 0
ECOLAB INC Common Stock 278865100 5,282 46,000 SH   SOLE   46,000 0 0
Ecolab Inc Common Stock 278865100 65 562 SH   SOLE   562 0 0
Ericsson ADR Common Stock 294821608 999 79,370 SH   SOLE   79,370 0 0
FIRST SOLAR INC Common Stock 336433107 6,186 94,000 SH   SOLE   94,000 0 0
First Solar Inc Common Stock 336433107 76 1,153 SH   SOLE   1,153 0 0
Fluor Corp Common Stock 343412102 4 62 SH   SOLE   62 0 0
Generac Holdings Inc Common Stock 368736104 963 23,760 SH   SOLE   23,760 0 0
GOOGLE INC Common Stock 38259P508 10,003 17,000 SH   SOLE   17,000 0 0
GOOGLE INC Common Stock 38259P706 2,887 5,000 SH   SOLE   5,000 0 0
Google Inc Common Stock 38259P508 867 1,474 SH   SOLE   1,474 0 0
Google Inc Common Stock 38259P706 854 1,480 SH   SOLE   1,480 0 0
IHS INC Common Stock 451734107 5,383 43,000 SH   SOLE   43,000 0 0
IHS Inc Common Stock 451734107 53 423 SH   SOLE   423 0 0
INTERCONTINENTAL EXCHANGE INC Common Stock 45866F104 7,243 37,136 SH   SOLE   37,136 0 0
IntercontinentalExchange Inc Common Stock 45866F104 894 4,585 SH   SOLE   4,585 0 0
INTERNATIONAL BUSINESS MACHS C Common Stock 459200101 6,834 36,000 SH   SOLE   36,000 0 0
Int'l Business Machines Common Stock 459200101 60 318 SH   SOLE   318 0 0
IPG Photonics Corp Common Stock 44980X109 1,120 16,279 SH   SOLE   16,279 0 0
ITC HLDGS CORP Common Stock 465685105 6,128 172,000 SH   SOLE   172,000 0 0
ITC Holdings Corp Common Stock 465685105 1,121 31,451 SH   SOLE   31,451 0 0
Johnson Controls Inc Common Stock 478366107 1,323 30,066 SH   SOLE   30,066 0 0
JOHNSON CTLS INC Common Stock 478366107 6,621 150,481 SH   SOLE   150,481 0 0
JONES LANG LASALLE INC Common Stock 48020Q107 5,685 45,000 SH   SOLE   45,000 0 0
Jones Lang LaSalle Inc Common Stock 48020Q107 1,394 11,035 SH   SOLE   11,035 0 0
Koninklijke Philips NV ADR Common Stock 500472303 59 1,867 SH   SOLE   1,867 0 0
METLIFE INC Common Stock 59156R108 9,436 175,646 SH   SOLE   175,646 0 0
Metlife Inc Common Stock 59156R108 1,337 24,882 SH   SOLE   24,882 0 0
National Grid Plc Adr Common Stock 636274300 67 938 SH   SOLE   938 0 0
NIKE INC Common Stock 654106103 7,582 85,000 SH   SOLE   85,000 0 0
Nike Inc Common Stock 654106103 84 947 SH   SOLE   947 0 0
Novartis A G Spon Adr Common Stock 66987V109 67 708 SH   SOLE   708 0 0
Novo Nordisk A/S ADR Common Stock 670100205 1,797 37,740 SH   SOLE   37,740 0 0
PRAXAIR INC Common Stock 74005P104 6,474 50,185 SH   SOLE   50,185 0 0
Praxair Inc Common Stock 74005P104 1,160 8,992 SH   SOLE   8,992 0 0
QUALCOMM INC Common Stock 747525103 7,103 95,000 SH   SOLE   95,000 0 0
Qualcomm Inc. Common Stock 747525103 800 10,698 SH   SOLE   10,698 0 0
Quanta Services Inc Common Stock 74762E102 1,162 32,028 SH   SOLE   32,028 0 0
QUANTA SVCS INC Common Stock 74762E102 6,351 175,000 SH   SOLE   175,000 0 0
Reed Elsevier Plc Adr Common Stock 758205207 62 968 SH   SOLE   968 0 0
RYDER SYS INC Common Stock 783549108 5,848 65,000 SH   SOLE   65,000 0 0
Ryder Systems Inc Common Stock 783549108 1,218 13,536 SH   SOLE   13,536 0 0
SAP AG ADR Common Stock 803054204 75 1,040 SH   SOLE   1,040 0 0
Siemens A G Adr Common Stock 826197501 65 547 SH   SOLE   547 0 0
Stratasys Ltd Common Stock M85548101 920 7,615 SH   SOLE   7,615 0 0
Sunopta Inc Common Stock 8676EP108 610 50,554 SH   SOLE   50,554 0 0
SVB Financial Group Common Stock 78486Q101 1,356 12,096 SH   SOLE   12,096 0 0
SVB FINL GROUP Common Stock 78486Q101 6,019 53,698 SH   SOLE   53,698 0 0
Taiwan Semiconductor Manufactu Common Stock 874039100 1,213 60,116 SH   SOLE   60,116 0 0
TAIWAN SEMICONDUCTOR MFG LTD S Common Stock 874039100 7,085 351,107 SH   SOLE   351,107 0 0
Tennant Company Common Stock 880345103 661 9,849 SH   SOLE   9,849 0 0
TJX Companies Inc Common Stock 872540109 1,543 26,084 SH   SOLE   26,084 0 0
TJX COS INC NEW Common Stock 872540109 8,366 141,387 SH   SOLE   141,387 0 0
TORONTO DOMINION BK Common Stock 891160509 8,718 176,650 SH   SOLE   176,650 0 0
Toronto-Dominion Bank Common Stock 891160509 1,012 20,485 SH   SOLE   20,485 0 0
TRACTOR SUPPLY CO Common Stock 892356106 5,556 90,332 SH   SOLE   90,332 0 0
Tractor Supply Company Common Stock 892356106 1,060 17,236 SH   SOLE   17,236 0 0
TRAVELERS COMPANIES INC Common Stock 89417E109 5,261 56,000 SH   SOLE   56,000 0 0
Travelers Group Inc Common Stock 89417E109 68 722 SH   SOLE   722 0 0
Unilever NV ADR Common Stock 904784709 62 1,575 SH   SOLE   1,575 0 0
United Parcel Service B Common Stock 911312106 1,422 14,467 SH   SOLE   14,467 0 0
UNITED PARCEL SERVICE INC Common Stock 911312106 5,996 61,000 SH   SOLE   61,000 0 0
Verizon Communications Common Stock 92343V104 1,496 29,933 SH   SOLE   29,933 0 0
VERIZON COMMUNICATIONS INC Common Stock 92343V104 7,978 159,595 SH   SOLE   159,595 0 0
VISA INC Common Stock 92826C839 6,401 30,000 SH   SOLE   30,000 0 0
Visa Inc Common Stock 92826C839 1,138 5,334 SH   SOLE   5,334 0 0
Vodafone Group PLC ADR Common Stock 92857W308 61 1,846 SH   SOLE   1,846 0 0
VODAFONE GROUP PLC NEW Common Stock 94106L109 4,345 132,120 SH   SOLE   132,120 0 0
Waste Management Inc Common Stock 94106L109 1,160 24,413 SH   SOLE   24,413 0 0
WASTE MGMT INC DEL Common Stock 94106L109 5,704 120,000 SH   SOLE   120,000 0 0
WATERS CORP Common Stock 941848103 5,452 55,000 SH   SOLE   55,000 0 0
Waters Corp Common Stock 941848103 1,189 11,994 SH   SOLE   11,994 0 0
Westpac Banking ADR Common Stock 961214301 73 2,593 SH   SOLE   2,593 0 0