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 7,256 69,434 SH   SOLE 69,434 0 0
AFLAC INC COM 001055102 5,926 98,928 SH   SOLE 98,928 0 0
ALLIED WRLD ASSUR COM HLDG A SHS h01531104 6,236 167,677 SH   SOLE 167,677 0 0
APPLE INC COM 037833100 3,969 37,711 SH   SOLE 37,711 0 0
ASML HOLDING N V N Y REGISTRY SHS n07059210 2,804 31,582 SH   SOLE 31,582 0 0
AUTOLIV INC COM 052800109 3,329 26,678 SH   SOLE 26,678 0 0
BANK N S HALIFAX COM 064149107 2,171 53,675 SH   SOLE 53,675 0 0
BARCLAYS PLC ADR 06738e204 2,615 201,792 SH   SOLE 201,792 0 0
BECTON DICKINSON & CO COM 075887109 7,765 50,394 SH   SOLE 50,394 0 0
BIOGEN INC COM 09062x103 3,807 12,427 SH   SOLE 12,427 0 0
CELGENE CORP COM 151020104 4,008 33,469 SH   SOLE 33,469 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3,725 62,066 SH   SOLE 62,066 0 0
CONOCOPHILLIPS COM 20825c104 5,786 123,924 SH   SOLE 123,924 0 0
CRITEO S A SPONS ADS 226718104 4,564 115,247 SH   SOLE 115,247 0 0
CULLEN FROST BANKERS INC COM 229899109 5,111 85,183 SH   SOLE 85,183 0 0
DISCOVER FINL SVCS COM 254709108 5,934 110,660 SH   SOLE 110,660 0 0
EMERSON ELEC CO COM 291011104 6,240 130,452 SH   SOLE 130,452 0 0
EXPEDITORS INTL WASH INC COM 302130109 3,418 75,790 SH   SOLE 75,790 0 0
F5 NETWORKS INC COM 315616102 3,582 36,941 SH   SOLE 36,941 0 0
FACEBOOK INC CL A 30303m102 5,052 48,266 SH   SOLE 48,266 0 0
FLEETMATICS GROUP PLC COM g35569105 4,221 83,103 SH   SOLE 83,103 0 0
GILEAD SCIENCES INC COM 375558103 3,819 37,738 SH   SOLE 37,738 0 0
ICON PLC SHS g4705a100 5,121 65,906 SH   SOLE 65,906 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866f104 4,387 17,119 SH   SOLE 17,119 0 0
INTERNATIONAL BANCSHARES COR COM 459044103 4,582 178,298 SH   SOLE 178,298 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 5,944 43,188 SH   SOLE 43,188 0 0
MASTERCARD INC CL A 57636Q104 4,127 42,385 SH   SOLE 42,385 0 0
MCKESSON CORP COM 58155Q103 3,656 18,537 SH   SOLE 18,537 0 0
MERCK & CO INC NEW COM 58933y105 6,224 117,832 SH   SOLE 117,832 0 0
MICROSOFT CORP COM 594918104 5,479 98,754 SH   SOLE 98,754 0 0
NOVARTIS A G SPONSORED ADR 66987v109 3,092 35,942 SH   SOLE 35,942 0 0
OMNICOM GROUP INC COM 681919106 6,597 87,193 SH   SOLE 87,193 0 0
PEPSICO INC COM 713448108 6,682 66,875 SH   SOLE 66,875 0 0
PFIZER INC COM 717081103 3,699 114,579 SH   SOLE 114,579 0 0
PROSPERITY BANCSHARES INC COM 743606105 2,249 47,000 SH   SOLE 47,000 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 6,094 157,513 SH   SOLE 157,513 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 2,918 63,736 SH   SOLE 63,736 0 0
SCHLUMBERGER LTD COM 806857108 3,693 52,945 SH   SOLE 52,945 0 0
SELECT COMFORT CORP COM 81616x103 3,259 152,240 SH   SOLE 152,240 0 0
SHIRE PLC SPONSORED ADR 82481r106 2,904 14,168 SH   SOLE 14,168 0 0
SIGNATURE BK NEW YORK N Y COM 82669g104 3,995 26,049 SH   SOLE 26,049 0 0
STARBUCKS CORP COM 855244109 4,172 69,506 SH   SOLE 69,506 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562m209 2,852 375,802 SH   SOLE 375,802 0 0
SUNTRUST BKS INC COM 867914103 6,957 162,385 SH   SOLE 162,385 0 0
SYMANTEC CORP COM 871503108 6,067 288,926 SH   SOLE 288,926 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 3,252 142,940 SH   SOLE 142,940 0 0
UNILEVER PLC SPON ADR NEW 904767704 3,277 75,993 SH   SOLE 75,993 0 0
UNITEDHEALTH GROUP INC COM 91324p102 6,259 53,207 SH   SOLE 53,207 0 0