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 PLC IRELAND SHS CLASS A g1151c101 5,735,578 64,221 SH   SOLE   64,221 0 0
AFLAC INC COM 001055102 5,358,937 87,722 SH   SOLE   87,722 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 3,271,145 17,679 SH   SOLE   17,679 0 0
ALLIED WRLD ASSUR COM HLDG A SHS h01531104 5,772,979 152,241 SH   SOLE   152,241 0 0
APPLE INC COM 037833100 4,091,345 37,066 SH   SOLE   37,066 0 0
ASML HOLDING N V N Y REGISTRY SHS n07059210 3,530,246 32,739 SH   SOLE   32,739 0 0
AUTOLIV INC COM 052800109 3,578,685 33,723 SH   SOLE   33,723 0 0
BANK N S HALIFAX COM 064149107 3,038,140 53,226 SH   SOLE   53,226 0 0
BECTON DICKINSON & CO COM 075887109 6,630,139 47,644 SH   SOLE   47,644 0 0
BIOGEN IDEC INC COM 09062x103 3,598,509 10,601 SH   SOLE   10,601 0 0
BLACKROCK INC COM 09247x101 3,821,959 10,689 SH   SOLE   10,689 0 0
CELGENE CORP COM 151020104 4,563,217 40,794 SH   SOLE   40,794 0 0
CF INDS HLDGS INC COM 125269100 6,740,187 24,731 SH   SOLE   24,731 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3,701,155 70,284 SH   SOLE   70,284 0 0
CONOCOPHILLIPS COM 20825c104 5,351,943 77,497 SH   SOLE   77,497 0 0
CULLEN FROST BANKERS INC COM 229899109 5,217,612 73,862 SH   SOLE   73,862 0 0
CUMMINS INC COM 231021106 3,441,915 23,874 SH   SOLE   23,874 0 0
DISCOVER FINL SVCS COM 254709108 6,354,429 97,029 SH   SOLE   97,029 0 0
E M C CORP MASS COM 268648102 3,690,645 124,097 SH   SOLE   124,097 0 0
GILEAD SCIENCES INC COM 375558103 3,643,526 38,654 SH   SOLE   38,654 0 0
HEWLETT PACKARD CO COM 428236103 6,092,938 151,830 SH   SOLE   151,830 0 0
ICON PLC SHS g4705a100 3,131,806 61,420 SH   SOLE   61,420 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866f104 3,461,493 15,785 SH   SOLE   15,785 0 0
INTERNATIONAL BANCSHARES COR COM 459044103 4,732,029 178,298 SH   SOLE   178,298 0 0
LILLY ELI & CO COM 532457108 6,141,076 89,014 SH   SOLE   89,014 0 0
NOVARTIS A G SPONSORED ADR 66987v109 3,611,146 38,972 SH   SOLE   38,972 0 0
OMNICOM GROUP INC COM 681919106 6,057,302 78,189 SH   SOLE   78,189 0 0
OPEN TEXT CORP COM 683715106 4,031,475 69,198 SH   SOLE   69,198 0 0
ORACLE CORP COM 68389x105 3,648,686 81,136 SH   SOLE   81,136 0 0
PEPSICO INC COM 713448108 5,669,061 59,952 SH   SOLE   59,952 0 0
POLARIS INDS INC COM 731068102 3,496,669 23,120 SH   SOLE   23,120 0 0
PRECISION CASTPARTS CORP COM 740189105 3,517,089 14,601 SH   SOLE   14,601 0 0
PROSPERITY BANCSHARES INC COM 743606105 3,674,354 66,372 SH   SOLE   66,372 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 5,751,849 138,900 SH   SOLE   138,900 0 0
QUALCOMM INC COM 747525103 3,346,708 45,025 SH   SOLE   45,025 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 2,883,068 43,063 SH   SOLE   43,063 0 0
SCHLUMBERGER LTD COM 806857108 3,119,429 36,523 SH   SOLE   36,523 0 0
SHIRE PLC SPONSORED ADR 82481r106 3,095,433 14,564 SH   SOLE   14,564 0 0
STARBUCKS CORP COM 855244109 3,532,499 43,053 SH   SOLE   43,053 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562m209 2,610,674 358,609 SH   SOLE   358,609 0 0
SUNTRUST BKS INC COM 867914103 6,232,499 148,747 SH   SOLE   148,747 0 0
SYMANTEC CORP COM 871503108 6,593,361 257,001 SH   SOLE   257,001 0 0
SYNAPTICS INC COM 87157D109 1,627,653 23,644 SH   SOLE   23,644 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 3,287,779 146,907 SH   SOLE   146,907 0 0
TATA MTRS LTD SPONSORED ADR 876568502 3,696,456 87,428 SH   SOLE   87,428 0 0
UNILEVER PLC SPON ADR NEW 904767704 3,244,796 80,158 SH   SOLE   80,158 0 0
UNITEDHEALTH GROUP INC COM 91324p102 8,879,038 87,833 SH   SOLE   87,833 0 0
VERINT SYS INC COM 92343x100 3,291,596 56,479 SH   SOLE   56,479 0 0
WABTEC CORP COM 929740108 3,613,321 41,585 SH   SOLE   41,585 0 0