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
ACCENTURE PLC IRELAND SHS CLASS A g1151c101 6,005 62,049 SH   SOLE   62,049 0 0
AFLAC INC COM 001055102 5,446 87,560 SH   SOLE   87,560 0 0
ALLIED WRLD ASSUR COM HLDG A SHS h01531104 6,339 146,678 SH   SOLE   146,678 0 0
APPLE INC COM 037833100 4,248 33,870 SH   SOLE   33,870 0 0
ASML HOLDING N V N Y REGISTRY SHS n07059210 3,236 31,073 SH   SOLE   31,073 0 0
AUTOLIV INC COM 052800109 3,080 26,380 SH   SOLE   26,380 0 0
AVG TECHNOLOGIES N V SHS n07831105 4,057 149,082 SH   SOLE   149,082 0 0
BANK N S HALIFAX COM 064149107 2,761 53,479 SH   SOLE   53,479 0 0
BARCLAYS PLC ADR 06738e204 3,317 201,749 SH   SOLE   201,749 0 0
BECTON DICKINSON & CO COM 075887109 6,462 45,617 SH   SOLE   45,617 0 0
BLACKROCK INC COM 09247x101 3,521 10,176 SH   SOLE   10,176 0 0
CELGENE CORP COM 151020104 3,424 29,587 SH   SOLE   29,587 0 0
CF INDS HLDGS INC COM 125269100 7,381 114,818 SH   SOLE   114,818 0 0
CHINA DISTANCE ED HLDGS LTD SPONS ADR 16944w104 2,772 172,820 SH   SOLE   172,820 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3,334 54,582 SH   SOLE   54,582 0 0
CONOCOPHILLIPS COM 20825c104 4,857 79,084 SH   SOLE   79,084 0 0
CRITEO S A SPONS ADS 226718104 3,439 72,141 SH   SOLE   72,141 0 0
CULLEN FROST BANKERS INC COM 229899109 5,771 73,447 SH   SOLE   73,447 0 0
CUMMINS INC COM 231021106 3,173 24,184 SH   SOLE   24,184 0 0
DISCOVER FINL SVCS COM 254709108 5,584 96,913 SH   SOLE   96,913 0 0
FACEBOOK INC CL A 30303m102 3,854 44,936 SH   SOLE   44,936 0 0
FLEETMATICS GROUP PLC COM g35569105 3,804 81,226 SH   SOLE   81,226 0 0
GENTHERM INC COM 37253a103 3,678 66,979 SH   SOLE   66,979 0 0
GILEAD SCIENCES INC COM 375558103 3,863 32,995 SH   SOLE   32,995 0 0
HEWLETT PACKARD CO COM 428236103 4,646 154,826 SH   SOLE   154,826 0 0
ICON PLC SHS g4705a100 3,938 58,517 SH   SOLE   58,517 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866f104 3,446 15,410 SH   SOLE   15,410 0 0
INTERNATIONAL BANCSHARES COR COM 459044103 4,791 178,298 SH   SOLE   178,298 0 0
LILLY ELI & CO COM 532457108 6,985 83,668 SH   SOLE   83,668 0 0
MASTERCARD INC CL A 57636Q104 3,544 37,913 SH   SOLE   37,913 0 0
MCKESSON CORP COM 58155Q103 3,277 14,577 SH   SOLE   14,577 0 0
MIDDLEBY CORP COM 596278101 3,655 32,568 SH   SOLE   32,568 0 0
NOVARTIS A G SPONSORED ADR 66987v109 3,527 35,866 SH   SOLE   35,866 0 0
OMNICOM GROUP INC COM 681919106 5,383 77,465 SH   SOLE   77,465 0 0
ORACLE CORP COM 68389x105 3,244 80,494 SH   SOLE   80,494 0 0
PEPSICO INC COM 713448108 5,570 59,671 SH   SOLE   59,671 0 0
POLARIS INDS INC COM 731068102 3,458 23,349 SH   SOLE   23,349 0 0
PROSPERITY BANCSHARES INC COM 743606105 3,719 64,409 SH   SOLE   64,409 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 5,434 138,339 SH   SOLE   138,339 0 0
QUALCOMM INC COM 747525103 2,917 46,576 SH   SOLE   46,576 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 3,667 64,322 SH   SOLE   64,322 0 0
SCHLUMBERGER LTD COM 806857108 3,141 36,444 SH   SOLE   36,444 0 0
SHIRE PLC SPONSORED ADR 82481r106 3,391 14,040 SH   SOLE   14,040 0 0
STARBUCKS CORP COM 855244109 4,111 76,671 SH   SOLE   76,671 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562m209 3,357 377,656 SH   SOLE   377,656 0 0
SUNTRUST BKS INC COM 867914103 6,196 144,028 SH   SOLE   144,028 0 0
SYMANTEC CORP COM 871503108 5,891 253,368 SH   SOLE   253,368 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 3,189 140,410 SH   SOLE   140,410 0 0
UNILEVER PLC SPON ADR NEW 904767704 3,274 76,202 SH   SOLE   76,202 0 0
UNITEDHEALTH GROUP INC COM 91324p102 10,176 83,408 SH   SOLE   83,408 0 0
VERINT SYS INC COM 92343x100 3,350 55,156 SH   SOLE   55,156 0 0
WABTEC CORP COM 929740108 3,608 38,289 SH   SOLE   38,289 0 0
WHITEWAVE FOODS CO COM 966244105 3,526 72,136 SH   SOLE   72,136 0 0
WHITING PETE CORP NEW COM 966387102 6,150 183,046 SH   SOLE   183,046 0 0
XL GROUP PLC SHS g98290102 385 10,343 SH   SOLE   10,343 0 0