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
3M CO COM 88579Y101 20,455 124,484 SH   SOLE   14,550 0 109,934
ABBOTT LABORATORIES COM 002824100 14,433 320,585 SH   SOLE   29,575 0 291,010
ACCENTURE PLC-CL A COM G1151C101 13,404 150,089 SH   SOLE   35,694 0 114,395
ACE LTD COM H0023R105 4,790 41,694 SH   SOLE   24,103 0 17,591
ALLERGAN INC COM 018490102 217 1,020 SH   SOLE   0 0 1,020
ALLSTATE CORP COM COM 020002101 991 14,100 SH   SOLE   14,100 0 0
AMERICAN EXPRESS CO COM 025816109 18,490 198,727 SH   SOLE   25,550 0 173,177
APPLE INC COM 037833100 35,039 317,441 SH   SOLE   35,146 0 282,295
BERKSHIRE HATHAWAY INC-CL B COM 084670702 25,199 167,825 SH   SOLE   19,725 0 148,100
CELGENE CORP COM 151020104 29,409 262,905 SH   SOLE   28,485 0 234,420
CHICAGO BRIDGE AND IRON CO NV COM 167250109 2,376 56,594 SH   SOLE   32,299 0 24,295
CHUBB CORP COM COM 171232101 786 7,600 SH   SOLE   7,600 0 0
COLGATE-PALMOLIVE CO COM 194162103 18,272 264,089 SH   SOLE   33,527 0 230,562
COMCAST CORP NEW-CL A COM 20030N101 1,125 19,400 SH   SOLE   19,400 0 0
COVIDIEN PLC COM G2554F113 5,711 55,839 SH   SOLE   30,864 0 24,975
CSX CORP COM 126408103 17,947 495,350 SH   SOLE   68,175 0 427,175
CVS HEALTH CORP COM COM 126650100 949 9,850 SH   SOLE   9,700 0 150
EATON VANCE CORP COM 278265103 19,229 469,793 SH   SOLE   56,579 0 413,214
EBAY INC COM 278642103 911 16,225 SH   SOLE   0 0 16,225
EXXON MOBIL CORP COM 30231G102 16,265 175,938 SH   SOLE   19,511 0 156,427
FISERV INC COM 337738108 19,108 269,234 SH   SOLE   34,000 0 235,234
GILEAD SCIENCES INC COM 375558103 26,102 276,914 SH   SOLE   30,495 0 246,419
GOOGLE INC-CL A COM 38259P508 10,438 19,670 SH   SOLE   2,365 0 17,305
GOOGLE INC-CL C COM 38259P706 9,347 17,756 SH   SOLE   2,240 0 15,516
HELMERICH & PAYNE COM 423452101 15,050 223,226 SH   SOLE   23,415 0 199,811
JOHNSON & JOHNSON COM 478160104 19,627 187,696 SH   SOLE   20,011 0 167,685
KIMBERLY-CLARK CORP COM 494368103 490 4,245 SH   SOLE   0 0 4,245
MASTERCARD INC-CLASS A COM 57636Q104 29,151 338,339 SH   SOLE   36,155 0 302,184
MSCI INC COM 55354G100 16,786 353,839 SH   SOLE   46,280 0 307,559
NATIONAL OILWELL VARCO INC COM 637071101 13,069 199,431 SH   SOLE   22,507 0 176,924
NXP SEMICONDUCTORS NV COM N6596X109 5,443 71,240 SH   SOLE   39,753 0 31,487
OMNICOM GROUP COM 681919106 20,516 264,823 SH   SOLE   32,360 0 232,463
ORACLE CORP COM 68389X105 21,543 479,062 SH   SOLE   60,296 0 418,766
PRAXAIR INC COM 74005P104 557 4,300 SH   SOLE   3,600 0 700
PRICELINE GROUP INC/THE COM 741503403 17,162 15,052 SH   SOLE   1,719 0 13,333
PROCTER & GAMBLE CO/THE COM 742718109 19,577 214,914 SH   SOLE   29,222 0 185,692
SCHLUMBERGER LTD COM 806857108 7,772 90,992 SH   SOLE   25,290 0 65,702
SCRIPPS NETWORKS INTERACTIVE I COM 811065101 813 10,800 SH   SOLE   10,800 0 0
SENSATA TECHNOLOGIES HOLDING N COM N7902X106 5,255 100,273 SH   SOLE   56,010 0 44,263
STRYKER CORP COM 863667101 21,260 225,377 SH   SOLE   23,410 0 201,967
THERMO FISHER SCIENTIFIC INC COM 883556102 21,671 172,966 SH   SOLE   18,150 0 154,816
TRANSOCEAN LTD COM H8817H100 1,846 100,734 SH   SOLE   57,369 0 43,365
TRINITY INDUSTRIES INC COM 896522109 8,178 291,974 SH   SOLE   21,494 0 270,480
UNITED TECHNOLOGIES CORP COM 913017109 17,139 149,031 SH   SOLE   19,662 0 129,369
VARIAN MEDICAL SYSTEMS INC COM 92220P105 17,532 202,658 SH   SOLE   22,405 0 180,253
VERISK ANALYTICS INC-CLASS A COM 92345Y106 15,390 240,286 SH   SOLE   29,208 0 211,078
VERIZON COMMUNICATIONS INC COM EX0089568 767 16,399 SH   SOLE   13,800 0 2,599