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 8,389 54,368 SH   SOLE   54,368 0 0
ABBVIE INC COM 00287Y109 11,375 169,300 SH   SOLE   169,300 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 8,387 277,730 SH   SOLE   277,730 0 0
ALLERGAN INC COM BY9D546 9,984 32,900 SH   SOLE   32,900 0 0
ALTRIA GROUP INC COM 02209S103 10,319 210,980 SH   SOLE   210,980 0 0
AMAZON.COM INC COM 023135106 15,273 35,184 SH   SOLE   35,184 0 0
AMERICAN INTERNATIONAL GROUP COM 026874784 946 15,300 SH   SOLE   15,300 0 0
AMERIPRISE FINANCIAL INC COM 03076C106 762 6,100 SH   SOLE   6,100 0 0
AMGEN COM 031162100 12,528 81,603 SH   SOLE   81,603 0 0
APPLE INC COM 037833100 38,295 305,318 SH   SOLE   305,318 0 0
ARCHER-DANIELS-MIDLAND CO COM 039483102 9,887 205,030 SH   SOLE   205,030 0 0
AT&T INC COM 00206R102 478 13,450 SH   SOLE   13,450 0 0
BANCO MACRO SA-ADR COM 05961W105 311 6,820 SH   SOLE   6,820 0 0
BANK OF AMERICA CORP COM 060505104 275 16,160 SH   SOLE   16,160 0 0
BERKSHIRE HATHAWAY INC-CL B COM 084670702 1,173 8,616 SH   SOLE   8,616 0 0
BIOGEN IDEC INC COM 09062X103 15,548 38,490 SH   SOLE   38,490 0 0
BOEING CO COM 097023105 821 5,920 SH   SOLE   5,920 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 883 13,270 SH   SOLE   13,270 0 0
C.H. ROBINSON WORLDWIDE INC COM 12541W209 7,904 126,690 SH   SOLE   126,690 0 0
CATERPILLAR INC COM 149123101 6,714 79,160 SH   SOLE   79,160 0 0
CELGENE CORP COM 151020104 9,861 85,200 SH   SOLE   85,200 0 0
CHEVRON CORP COM 166764100 837 8,681 SH   SOLE   8,681 0 0
CHIPOTLE MEXICAN GRILL COM 169656105 9,359 15,470 SH   SOLE   15,470 0 0
CISCO SYSTEMS INC COM 17275R102 5,812 211,640 SH   SOLE   211,640 0 0
CITIGROUP INC COM 172967424 236 4,280 SH   SOLE   4,280 0 0
CLOROX COMPANY COM 189054109 385 3,700 SH   SOLE   3,700 0 0
COCA-COLA CO/THE COM 191216100 11,488 292,827 SH   SOLE   292,827 0 0
COGNIZANT TECH SOLUTIONS-A COM 192446102 231 3,780 SH   SOLE   3,780 0 0
COLGATE-PALMOLIVE CO COM 194162103 8,963 137,030 SH   SOLE   137,030 0 0
COMCAST CORP-CLASS A COM 20030N101 10,301 171,280 SH   SOLE   171,280 0 0
COMPUTER SCIENCES CORP COM 205363104 381 5,800 SH   SOLE   5,800 0 0
CONOCOPHILLIPS COM 20825C104 615 10,010 SH   SOLE   10,010 0 0
CORNING INC COM 219350105 6,007 304,444 SH   SOLE   304,444 0 0
COSTCO WHOLESALE CORP COM 22160K105 5,409 40,050 SH   SOLE   40,050 0 0
CR BARD INC COM 067383109 9,627 56,400 SH   SOLE   56,400 0 0
CVS HEALTH CORP COM 126650100 10,916 104,085 SH   SOLE   104,085 0 0
DEVON ENERGY CORPORATION COM 25179M103 601 10,100 SH   SOLE   10,100 0 0
DOW CHEMICAL COM 260543103 788 15,400 SH   SOLE   15,400 0 0
DR REDDY'S LAB - ADR COM 256135203 486 8,790 SH   SOLE   8,790 0 0
EBAY INC COM 278642103 904 15,000 SH   SOLE   15,000 0 0
ENERGIZER HOLDINGS INC COM 29272W109 343 2,610 SH   SOLE   2,610 0 0
EXPRESS SCRIPTS INC COM 30219G108 748 8,411 SH   SOLE   8,411 0 0
EXXON MOBIL CORP COM 30231G102 1,909 22,940 SH   SOLE   22,940 0 0
FACEBOOK COM 30303M102 362 4,220 SH   SOLE   4,220 0 0
FACEBOOK COM 30303M102 11,625 135,540 SH   SOLE   135,540 0 0
FIBRIA CELULOSE SA-SPON ADR COM 31573A109 551 40,490 SH   SOLE   40,490 0 0
GENERAL DYNAMICS CORP COM 369550108 9,200 64,930 SH   SOLE   64,930 0 0
GILEAD SCIENCES INC COM 375558103 21,445 183,165 SH   SOLE   183,165 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 6,562 31,430 SH   SOLE   31,430 0 0
GOOGLE INC-CL A COM 38259P508 9,580 17,740 SH   SOLE   17,740 0 0
GOOGLE INC-CL C COM 38259P706 10,452 20,080 SH   SOLE   20,080 0 0
HDFC BANK LTD-ADR COM 40415F101 478 7,900 SH   SOLE   7,900 0 0
HOME DEPOT INC COM 437076102 12,849 115,617 SH   SOLE   115,617 0 0
HONEYWELL INTERNATIONAL INC COM 438516106 637 6,250 SH   SOLE   6,250 0 0
ILLINOIS TOOL WORKS COM 452308109 8,138 88,660 SH   SOLE   88,660 0 0
INFOSYS TECHNOLOGIES-SP ADR COM 456788108 289 18,240 SH   SOLE   18,240 0 0
INTEL CORP COM 458140100 8,969 294,899 SH   SOLE   294,899 0 0
INTL FLAVORS & FRAGRANCES COM 459506101 9,843 90,060 SH   SOLE   90,060 0 0
JOHNSON & JOHNSON COM 478160104 13,338 136,860 SH   SOLE   136,860 0 0
JPMORGAN CHASE & CO COM 46625H100 263 3,880 SH   SOLE   3,880 0 0
KIMBERLY-CLARK CORP COM 494368103 8,562 80,800 SH   SOLE   80,800 0 0
LINEAR TECHNOLOGY CORP COM 535678106 9,143 206,710 SH   SOLE   206,710 0 0
LOCKHEED MARTIN CORP COM 539830109 658 3,542 SH   SOLE   3,542 0 0
LOWE'S COS INC COM 548661107 12,993 194,005 SH   SOLE   194,005 0 0
MACY'S INC COM 55616P104 767 11,370 SH   SOLE   11,370 0 0
MANPOWER INC COM 56418H100 258 2,890 SH   SOLE   2,890 0 0
MARVELL TECHNOLOGY GROUP LTD COM 2594653 299 22,700 SH   SOLE   22,700 0 0
MASTERCARD INC-CLASS A COM 57636Q104 9,243 98,880 SH   SOLE   98,880 0 0
MEDTRONIC PLC COM BTN1Y11 9,117 123,040 SH   SOLE   123,040 0 0
MERCK & CO. INC. COM 58933Y105 6,863 120,557 SH   SOLE   120,557 0 0
MICROSOFT CORP COM 594918104 21,552 488,157 SH   SOLE   488,157 0 0
MOBILE TELESYSYTEM-SP ADR COM 607409109 413 42,240 SH   SOLE   42,240 0 0
NETEASE INC-ADR COM 64110W102 776 5,360 SH   SOLE   5,360 0 0
NEW YORK COMMUNITY BANCORP COM 649445103 495 26,920 SH   SOLE   26,920 0 0
NVIDIA CORP COM 67066G104 6,030 299,844 SH   SOLE   299,844 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105 645 8,300 SH   SOLE   8,300 0 0
OMNICARE INC COM 681904108 1,085 11,510 SH   SOLE   11,510 0 0
ORACLE CORP COM 68389X105 5,951 147,679 SH   SOLE   147,679 0 0
PEPSICO INC COM 713448108 13,769 147,515 SH   SOLE   147,515 0 0
PFIZER INC COM 717081103 2,543 75,845 SH   SOLE   75,845 0 0
PHILIP MORRIS INTERNATIONAL COM 718172109 924 11,520 SH   SOLE   11,520 0 0
PRICELINE.COM INC COM 741503403 426 370 SH   SOLE   370 0 0
PROCTER & GAMBLE CO/THE COM 742718109 7,488 95,708 SH   SOLE   95,708 0 0
QUALCOMM INC COM 747525103 7,534 120,290 SH   SOLE   120,290 0 0
SPDR GOLD TRUST COM 78463V107 4,821 42,900 SH   SOLE   42,900 0 0
SPX 01/15/2016 P1900 COM 0S299WPY8 5,287 97,000 SH   SOLE   97,000 0 0
STARBUCKS CORP COM 855244109 8,395 156,570 SH   SOLE   156,570 0 0
SUNTRUST BANKS INC COM 867914103 8,013 186,270 SH   SOLE   186,270 0 0
TARGET CORP COM 87612E106 8,813 107,966 SH   SOLE   107,966 0 0
TATA MOTORS LTD - SPON ADR COM 876568502 472 13,700 SH   SOLE   13,700 0 0
TE CONNECTIVITY LTD COM B62B7C3 547 8,500 SH   SOLE   8,500 0 0
TEXAS INSTRUMENTS INC COM 882508104 8,761 170,080 SH   SOLE   170,080 0 0
TEXTRON INC COM 883203101 7,778 174,270 SH   SOLE   174,270 0 0
TIME WARNER CABLE COM 88732J207 665 3,730 SH   SOLE   3,730 0 0
TRANSDIGM GROUP INC COM 893641100 449 2,000 SH   SOLE   2,000 0 0
TWENTY-FIRST CENTURY FOX INC COM 90130A101 719 22,100 SH   SOLE   22,100 0 0
UNION PACIFIC CORP COM 907818108 10,309 108,098 SH   SOLE   108,098 0 0
UNITED PARCEL SERVICE-CL B COM 911312106 6,578 67,880 SH   SOLE   67,880 0 0
UNITED TECHNOLOGIES CORP COM 913017109 382 3,442 SH   SOLE   3,442 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,074 8,800 SH   SOLE   8,800 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 938 20,130 SH   SOLE   20,130 0 0
VISA COM 92826C839 13,083 194,830 SH   SOLE   194,830 0 0
VULCAN MATERIALS CO COM 929160109 11,864 141,350 SH   SOLE   141,350 0 0
WAL-MART STORES INC COM 931142103 7,288 102,747 SH   SOLE   102,747 0 0
WALT DISNEY CO/THE COM 254687106 11,535 101,058 SH   SOLE   101,058 0 0
WELLS FARGO & CO COM 949746101 8,503 151,198 SH   SOLE   151,198 0 0