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 12,747 88,990 SH   SOLE   88,990 0 0
ABBVIE INC COM 00287Y109 5,871 104,020 SH   SOLE   104,020 0 0
AMAZON.COM INC COM 023135106 11,107 34,200 SH   SOLE   34,200 0 0
AMERICAN EXPRESS CO COM 025816109 9,979 105,190 SH   SOLE   105,190 0 0
AMGEN COM 031162100 10,377 87,670 SH   SOLE   87,670 0 0
APPLE INC COM 037833100 36,725 395,185 SH   SOLE   395,185 0 0
ARCHER-DANIELS-MIDLAND CO COM 039483102 6,555 148,610 SH   SOLE   148,610 0 0
AT&T INC COM 00206R102 1,035 29,270 SH   SOLE   29,270 0 0
BANK OF AMERICA CORP COM 060505104 2,015 131,100 SH   SOLE   131,100 0 0
BERKSHIRE HATHAWAY INC-CL B COM 084670702 1,364 10,780 SH   SOLE   10,780 0 0
BIOGEN IDEC INC COM 09062X103 4,906 15,560 SH   SOLE   15,560 0 0
BLACKROCK INC COM 09247X101 7,706 24,110 SH   SOLE   24,110 0 0
BOEING CO COM 097023105 6,027 47,370 SH   SOLE   47,370 0 0
BOSTON SCIENTIFIC CORP COM 101137107 7,581 593,630 SH   SOLE   593,630 0 0
CALPINE CORP COM 131347304 7,087 297,630 SH   SOLE   297,630 0 0
CHEVRON CORP COM 166764100 1,385 10,606 SH   SOLE   10,606 0 0
COCA-COLA CO/THE COM 191216100 13,282 313,540 SH   SOLE   313,540 0 0
COMCAST CORP-CLASS A COM 20030N101 9,518 177,310 SH   SOLE   177,310 0 0
CORNING INC COM 219350105 5,516 251,280 SH   SOLE   251,280 0 0
DELTA AIR LINES INC COM 247361702 7,955 205,440 SH   SOLE   205,440 0 0
DISCOVER FINANCIAL SERVICES COM 254709108 2,081 33,580 SH   SOLE   33,580 0 0
DUKE ENERGY CORP COM 26441C204 5,750 77,510 SH   SOLE   77,510 0 0
EOG RESOURCES INC COM 26875P101 12,896 110,350 SH   SOLE   110,350 0 0
ETRACS DJ-UBS TR ETN COM 902641679 2,662 106,200 SH   SOLE   106,200 0 0
EXXON MOBIL CORP COM 30231G102 2,067 20,529 SH   SOLE   20,529 0 0
FACEBOOK COM 30303M102 10,953 162,770 SH   SOLE   162,770 0 0
FIRST SOLAR INC COM 336433107 5,698 80,180 SH   SOLE   80,180 0 0
FMC TECHNOLOGIES INC COM 30249U101 7,366 120,620 SH   SOLE   120,620 0 0
GENERAL DYNAMICS CORP COM 369550108 5,999 51,470 SH   SOLE   51,470 0 0
GENERAL ELECTRIC CO COM 369604103 1,479 56,286 SH   SOLE   56,286 0 0
GILEAD SCIENCES INC COM 375558103 13,729 165,590 SH   SOLE   165,590 0 0
GOOGLE INC-CL A COM 38259P508 13,799 23,601 SH   SOLE   23,601 0 0
GOOGLE INC-CL C COM 38259P706 10,654 18,520 SH   SOLE   18,520 0 0
HALLIBURTON CO COM 406216101 9,330 131,390 SH   SOLE   131,390 0 0
HDFC BANK LTD-ADR COM 40415F101 557 11,900 SH   SOLE   11,900 0 0
HOME DEPOT INC COM 437076102 7,954 98,250 SH   SOLE   98,250 0 0
HONEYWELL INTERNATIONAL INC COM 438516106 9,603 103,310 SH   SOLE   103,310 0 0
ILLINOIS TOOL WORKS COM 452308109 6,836 78,070 SH   SOLE   78,070 0 0
INFOSYS TECHNOLOGIES-SP ADR COM 456788108 535 9,950 SH   SOLE   9,950 0 0
INTERNATIONAL BUS MACH COM 459200101 6,594 36,376 SH   SOLE   36,376 0 0
INTL FLAVORS & FRAGRANCES COM 459506101 6,826 65,460 SH   SOLE   65,460 0 0
IPATH DOW JONES-UBS COMMDTY COM 06738C778 2,654 67,300 SH   SOLE   67,300 0 0
ISHARES U.S. REAL ESTATE ETF COM 464287739 5,959 83,000 SH   SOLE   83,000 0 0
JOHNSON & JOHNSON COM 478160104 20,849 199,282 SH   SOLE   199,282 0 0
JPMORGAN CHASE & CO COM 46625H100 1,823 31,644 SH   SOLE   31,644 0 0
KIMBERLY-CLARK CORP COM 494368103 1,091 9,810 SH   SOLE   9,810 0 0
LAM RESEARCH CORP COM 512807108 6,217 92,000 SH   SOLE   92,000 0 0
LAS VEGAS SANDS CORP COM 517834107 6,127 80,380 SH   SOLE   80,380 0 0
LINEAR TECHNOLOGY CORP COM 535678106 6,498 138,050 SH   SOLE   138,050 0 0
MASTERCARD INC-CLASS A COM 57636Q104 8,104 110,300 SH   SOLE   110,300 0 0
MERCK & CO. INC. COM 58933Y105 6,224 107,590 SH   SOLE   107,590 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 7,262 148,780 SH   SOLE   148,780 0 0
MICRON TECHNOLOGY INC COM 595112103 8,610 261,310 SH   SOLE   261,310 0 0
MICROSOFT CORP COM 594918104 22,721 544,877 SH   SOLE   544,877 0 0
MONSANTO CO COM 61166W101 10,654 85,410 SH   SOLE   85,410 0 0
NETAPP INC COM 64110D104 4,876 133,510 SH   SOLE   133,510 0 0
NEWFIELD EXPLORATION CO COM 651290108 5,987 135,450 SH   SOLE   135,450 0 0
NRG ENERGY INC COM 629377508 6,244 167,860 SH   SOLE   167,860 0 0
NVIDIA CORP COM 67066G104 6,068 327,300 SH   SOLE   327,300 0 0
ORACLE CORP COM 68389X105 5,251 129,560 SH   SOLE   129,560 0 0
PACCAR INC COM 693718108 8,099 128,910 SH   SOLE   128,910 0 0
PEPSICO INC COM 713448108 11,619 130,050 SH   SOLE   130,050 0 0
PFIZER INC COM 717081103 8,185 275,777 SH   SOLE   275,777 0 0
PHILIP MORRIS INTERNATIONAL COM 718172109 8,258 97,950 SH   SOLE   97,950 0 0
POWERSHARES DB COMMODITY IND COM 73935S105 603 22,700 SH   SOLE   22,700 0 0
PROCTER & GAMBLE CO/THE COM 742718109 12,225 155,560 SH   SOLE   155,560 0 0
QUALCOMM INC COM 747525103 12,219 154,284 SH   SOLE   154,284 0 0
QUANTA SERVICES INC COM 74762E102 6,512 188,320 SH   SOLE   188,320 0 0
RANGE RESOURCES CORP COM 75281A109 5,673 65,240 SH   SOLE   65,240 0 0
SANDISK CORP COM 80004C101 6,776 64,890 SH   SOLE   64,890 0 0
SCHLUMBERGER LTD COM 806857108 18,478 156,660 SH   SOLE   156,660 0 0
SEALED AIR CORP COM 81211K100 6,832 199,950 SH   SOLE   199,950 0 0
SOUTHWESTERN ENERGY CO COM 845467109 5,401 118,740 SH   SOLE   118,740 0 0
SPDR GOLD TRUST COM 78463V107 3,022 23,600 SH   SOLE   23,600 0 0
STARBUCKS CORP COM 855244109 9,820 126,900 SH   SOLE   126,900 0 0
TEVA PHARMA IND ADR COM 881624209 914 17,440 SH   SOLE   17,440 0 0
TEXAS INSTRUMENTS INC COM 882508104 8,245 172,530 SH   SOLE   172,530 0 0
TIFFANY & CO COM 886547108 7,391 73,730 SH   SOLE   73,730 0 0
TYCO INTERNATIONAL LTD COM B64GC98 5,733 125,720 SH   SOLE   125,720 0 0
UNION PACIFIC CORP COM 907818108 10,232 102,580 SH   SOLE   102,580 0 0
UNITED TECHNOLOGIES CORP COM 913017109 11,704 101,380 SH   SOLE   101,380 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 13,090 267,530 SH   SOLE   267,530 0 0
VISA COM 92826C839 10,407 49,390 SH   SOLE   49,390 0 0
VULCAN MATERIALS CO COM 929160109 6,480 101,640 SH   SOLE   101,640 0 0
WALT DISNEY CO/THE COM 254687106 8,227 95,950 SH   SOLE   95,950 0 0
WELLS FARGO & CO COM 949746101 2,875 54,695 SH   SOLE   54,695 0 0