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
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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
Accenture.. Common Stock USD0.00 G1151C101 3,421 4,161 SH   SOLE 0 3,421 0 0
Ace Common Stock CHF 25.94 H0023R105 270,758 261,526 SH   SOLE 0 270,758 0 0
Actavis. Common Stock USD0.0033 G0083B108 411,896 245,176 SH   SOLE 0 411,896 0 0
Adv.auto Parts Common Stock USD0.0001 00751Y106 244,546 220,949 SH   SOLE 0 244,546 0 0
Allegheny Techs. Common Stock USD0.01 01741R102 148,491 416,759 SH   SOLE 0 148,491 0 0
Alliance Data Systems Common Stock USD0.01 018581108 310,171 117,967 SH   SOLE 0 310,171 0 0
Altera Common Stock USD0.001 021441100 1,893 5,824 SH   SOLE 0 1,893 0 0
Amazon.com Common Stock USD0.01 023135106 544,719 136,593 SH   SOLE 0 544,719 0 0
American Express Common Stock USD0.02 025816109 396,098 436,568 SH   SOLE 0 396,098 0 0
American Intl.gp. American Intl.gp. Common Stock USD2.5 026874784 754,867 1,478,682 SH   SOLE 0 754,867 0 0
Ametek Common Stock USD0.01 031100100 445,221 845,302 SH   SOLE 0 445,221 0 0
Antero Resources Common Stock USD0.01 03674X106 184,233 290,405 SH   SOLE 0 184,233 0 0
Apple Inc Common Stock USD0.00001 037833100 1,114,471 198,651 SH   SOLE 0 1,114,471 0 0
Applied Mats. Common Stock USD0.01 038222105 185,371 1,048,481 SH   SOLE 0 185,371 0 0
Avago Technologies Common Stock Y0486S104 180,863 342,032 SH   SOLE 0 180,863 0 0
Baker Hughes Common Stk USD1 057224107 201,208 364,112 SH   SOLE 0 201,208 0 0
Bank Of America . Common Stock USD0.01 060505104 301,327 1,935,307 SH   SOLE 0 301,327 0 0
Beam Wni. Common Stock USD3.125 073730103 320,665 471,150 SH   SOLE 0 320,665 0 0
Best Buy Common Stock USD0.1 086516101 129,823 325,534 SH   SOLE 0 129,823 0 0
Blackstone Group MLP 09253U108 164,859 523,362 SH   SOLE 0 164,859 0 0
Celgene Common Stock USD0.01 151020104 1,514 896 SH   SOLE 0 1,514 0 0
Cf Industries Hdg. Common Stock USD0.01 125269100 378,408 162,379 SH   SOLE 0 378,408 0 0
Charter Comms.cl.a Common Stock USD0.01 16117M305 410,160 299,912 SH   SOLE 0 410,160 0 0
Chevron cv Common Stock USD0.75 166764100 12,479 9,990 SH   SOLE 0 12,479 0 0
Cisco Systems . Common Stock USD0.001 17275R102 186,531 831,612 SH   SOLE 0 186,531 0 0
Citigroup Citigroup Common Stock USD0.01 172967424 276,767 531,121 SH   SOLE 0 276,767 0 0
Citrix Sys. Common Stock USD0.001 177376100 1,548 2,448 SH   SOLE 0 1,548 0 0
Cobalt Intl.energy Common Stock USD0.01 19075F106 30,546 185,692 SH   SOLE 0 30,546 0 0
Comcast 'a' Common Stock USD0.01 20030N101 685,261 1,318,697 SH   SOLE 0 685,261 0 0
Credicorp (lim) Common Stock USD5 G2519Y108 55,825 42,485 SH   SOLE 0 55,825 0 0
Criteo Sa Criteo Sa ADR EUR0.025 226718104 2,446 7,153 SH   SOLE 0 2,446 0 0
Dow Chemicals DOW Common Stock USD2.5 260543103 374,209 842,812 SH   SOLE 0 374,209 0 0
Eaton Common Stock USD0.003 278265103 410,628 539,448 SH   SOLE 0 410,628 0 0
Emc Common Stock USD0.01 268648102 2,268 9,016 SH   SOLE 0 2,268 0 0
Envision Healthcare Hdg. Common Stock USD0.01 29413U103 233,939 658,613 SH   SOLE 0 233,939 0 0
Estee Lauder Cos.'a' Common Stock USD0.01 518439104 430,479 571,533 SH   SOLE 0 430,479 0 0
Eurasia Drilling Co.gdr GDR 29843U103 141,113 313,585 SH   SOLE 0 141,113 0 0
Exxon Mobil Common Stock 30231G102 1,068,255 1,055,588 SH   SOLE 0 1,068,255 0 0
Facebook Cl.a Facebook Cl.a Common Stock USD0.000000 30303M102 137,104 250,881 SH   SOLE 0 137,104 0 0
First Republic Bank Common Stock USD0.01 33616C100 171,623 327,838 SH   SOLE 0 171,623 0 0
Ford Motor Ord Common Stock USD0.01 345370860 137,540 891,381 SH   SOLE 0 137,540 0 0
Fortinet Common Stock USD0.001 34959E109 2,552 13,339 SH   SOLE 0 2,552 0 0
Fortune Bns.hm.& Scty. Common Stock USD0.01 34964C106 292,492 640,026 SH   SOLE 0 292,492 0 0
Garmin Common Stock CHF10 H2906T109 347,209 751,697 SH   SOLE 0 347,209 0 0
General Electric Common Stock USD0.06 369604103 747,497 2,666,774 SH   SOLE 0 747,497 0 0
Gilead Sciences Common Stock USD0.01 375558103 413,058 550,010 SH   SOLE 0 413,058 0 0
Google 'a' ord Common Stock USD0.001 38259P508 800,445 71,423 SH   SOLE 0 800,445 0 0
Groupon Groupon Common Stock USD0.0001 399473107 143,054 1,215,926 SH   SOLE 0 143,054 0 0
Hain Celestial Gp. Common Stock USD0.01 405217100 238,069 262,248 SH   SOLE 0 238,069 0 0
Harman Intl.inds. Common Stock USD0.01 413086109 180,017 219,935 SH   SOLE 0 180,017 0 0
Hca Holdings Common Stock USD0.01 40412C101 135,137 283,247 SH   SOLE 0 135,137 0 0
Hewlett-packard PACK Common Stock USD0.01 428236103 210,288 751,567 SH   SOLE 0 210,288 0 0
Hilton Worldwide Hdg. Common Stock USD0.01 43300A104 44,500 200,000 SH   SOLE 0 44,500 0 0
Home Depot Common Stock USD0.05 437076102 534,069 648,614 SH   SOLE 0 534,069 0 0
Informatica Common Stock USD0.001 45666Q102 1,701 4,099 SH   SOLE 0 1,701 0 0
Intel Intel Common Stock USD0.001 458140100 375,157 1,445,413 SH   SOLE 0 375,157 0 0
Intercontinental. Ex.gp. Common Stock USD0.01 45866F104 270,608 120,313 SH   SOLE 0 270,608 0 0
International Bus.mchs. Common Stock USD0.2 459200101 121,330 64,685 SH   SOLE 0 121,330 0 0
Invesco Common Stock USD0.2 G491BT108 280,754 771,301 SH   SOLE 0 280,754 0 0
Ishares US Treasury Bond ETF Ishares US Treasury Bond ETF U.S. TRS BD ETF 46429B267 3,686 15,170 SH   SOLE 0 3,686 0 0
Jp Morgan Chase and Co. Common Stock USD1 46625H100 824,391 1,409,698 SH   SOLE 0 824,391 0 0
Lam Research Common Stock USD0.001 512807108 283,985 521,551 SH   SOLE 0 283,985 0 0
Lkq Common Stock USD0.01 501889208 282,182 857,695 SH   SOLE 0 282,182 0 0
Lyondellbasell Inds.cl.a Common Stock USD N.A N53745100 276,663 344,623 SH   SOLE 0 276,663 0 0
Marathon Petroleum Ord Common Stock N.A 56585A102 287,159 313,048 SH   SOLE 0 287,159 0 0
Mastercard Common Stock USD0.0001 57636Q104 465,635 55,734 SH   SOLE 0 465,635 0 0
Mckesson Common Stock USD0.01 58155Q103 402,545 249,408 SH   SOLE 0 402,545 0 0
Merck and Co Common Stock USD0.5 58933Y105 546,149 1,091,206 SH   SOLE 0 546,149 0 0
Metlife Common Stock USD0.01 59156R108 204,130 378,580 SH   SOLE 0 204,130 0 0
Microsoft Common Stock USD0.000000 594918104 729,709 1,949,530 SH   SOLE 0 729,709 0 0
Mohawk Inds. Common Stock USD0.01 608190104 289,840 194,654 SH   SOLE 0 289,840 0 0
Mondelez-international Common Stock 609207105 456,946 1,294,464 SH   SOLE 0 456,946 0 0
Norwegian Cruise Line Common Stock USD0.001 G66721104 25,963 73,197 SH   SOLE 0 25,963 0 0
Novo Nordisk Adr ADR 670100205 69,560 37,649 SH   SOLE 0 69,560 0 0
Nxp Semiconductors Common Stock N.A N6596X109 235,868 513,537 SH   SOLE 0 235,868 0 0
Occidental Ptl. Common Stock USD0.2 674599105 327,191 344,049 SH   SOLE 0 327,191 0 0
Ocwen Finl. Common Stock USD0.01 675746309 251,930 454,337 SH   SOLE 0 251,930 0 0
Oracle Common Stock USD0.01 68389X105 169,559 443,176 SH   SOLE 0 169,559 0 0
Ppl Common Stock USD0.01 69351T106 228,247 758,549 SH   SOLE 0 228,247 0 0
Prec.castparts Common Stock 740189105 504,587 187,370 SH   SOLE 0 504,587 0 0
Priceline.com. Common Stock USD0.008 741503403 392,345 33,753 SH   SOLE 0 392,345 0 0
Prudential Finl. Common Stock USD0.01 744320102 427,865 463,961 SH   SOLE 0 427,865 0 0
Pvh Common Stock USD1 693656100 328,318 241,375 SH   SOLE 0 328,318 0 0
Regions Finl.new Common Stock USD0.01 7591EP100 310,323 3,137,745 SH   SOLE 0 310,323 0 0
Rite Aid Common Stock USD1 767754104 172,939 3,417,766 SH   SOLE 0 172,939 0 0
Royal Caribbean Cruises Common Stock USD0.01 V7780T103 257,793 543,637 SH   SOLE 0 257,793 0 0
Salesforce.com Common Stock USD0.001 79466L302 396,080 717,666 SH   SOLE 0 396,080 0 0
Servicenow Common Stock USD0.001 81762P102 200,055 357,177 SH   SOLE 0 200,055 0 0
Ship Finance Intl. Common Stock USD1 G81075106 19 115 SH   SOLE 0 19 0 0
Signature Bk. Common Stock USD0.01 82669G104 200,808 186,937 SH   SOLE 0 200,808 0 0
Silk Greenhouse Common Stock N.A 827090101 5 33,750 SH   SOLE 0 5 0 0
Sirius Xm Holdings Common Stock USD0.001 82968B103 176,392 5,054,222 SH   SOLE 0 176,392 0 0
Southern Copper (lim) Common Stock USD0.01 84265V105 4,863 14,603 SH   SOLE 0 4,863 0 0
Starbucks . Common Stock USD0.001 855244109 312,034 398,053 SH   SOLE 0 312,034 0 0
Synopsys Common Stock USD0.01 871607107 2,768 6,823 SH   SOLE 0 2,768 0 0
Tableau Software Common Stock USD0.0001 87336U105 713 1,034 SH   SOLE 0 713 0 0
Towers Watson and Co.cl.a Common Stock USD0.01 891894107 297,866 233,419 SH   SOLE 0 297,866 0 0
Union Pacific . Common Stock USD2.5 907818108 281,439 167,523 SH   SOLE 0 281,439 0 0
Verizon Comms. Common Stock USD0.1 92343V104 348,544 709,288 SH   SOLE 0 348,544 0 0
Visa. ord Common Stock USD0.0001 92826C839 440,290 197,723 SH   SOLE 0 440,290 0 0
Wells Fargo and Co . Common Stock USD1.666 949746101 574,968 1,266,449 SH   SOLE 0 574,968 0 0
Whole Foods Market Common Stock 966837106 235,543 407,303 SH   SOLE 0 235,543 0 0
Zimmer Hdg. Common Stock USD0.01 98956P102 327,989 351,957 SH   SOLE 0 327,989 0 0