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
ABBOTT LABORATORIES COM 002824100 4,102 100,300 SH   DFND 1 100,300 0 0
ABBVIE INC COM 00287Y109 5,661 100,300 SH   DFND 1 100,300 0 0
AMERICAN EXPRESS CO COM 025816109 190 2,000 SH   DFND 1 2,000 0 0
APPLE INC COM 037833100 2,277 24,500 SH   DFND 1 24,500 0 0
BARD C R INC COM 067383109 515 3,600 SH   DFND 1 3,600 0 0
BECTON DICKINSON & CO COM 075887109 17,260 145,900 SH   DFND 1 145,900 0 0
BERKSHIRE HATHAWAY INC CL A 084670108 112,231 591 SH   DFND 1 591 0 0
CARDINAL HEALTH COM 084670108 384 5,600 SH   DFND 1 5,600 0 0
CISCO SYSTEMS INC COM 17275R102 7,917 318,600 SH   DFND 1 318,600 0 0
COCA COLA CO COM 191216100 42,974 1,014,500 SH   DFND 1 1,014,500 0 0
CONOCO PHILLIPS COM 20825C104 2,058 24,000 SH   DFND 1 24,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 553 4,800 SH   DFND 1 4,800 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 34,793 481,100 SH   DFND 1 481,100 0 0
DEERE & CO COM 244199105 19,070 210,600 SH   DFND 1 210,600 0 0
DIRECTV COM 25490A309 3,825 45,000 SH   DFND 1 45,000 0 0
ECOLAB INC COM 278865100 1,737 15,600 SH   DFND 1 15,600 0 0
EXPRESS SCRIPTS HLDG INC COM 30219G108 437 6,300 SH   DFND 1 6,300 0 0
EXXON MOBIL CORP COM 30231G102 25,704 255,300 SH   DFND 1 255,300 0 0
FACEBOOK INC CL A 30303M102 1,157 17,200 SH   DFND 1 17,200 0 0
GENERAL ELECTRIC CO COM 369604103 10,567 402,100 SH   DFND 1 402,100 0 0
GOOGLE INC CL A 38259P508 26,497 45,320 SH   DFND 1 45,320 0 0
GOOGLE INC CL C 38259P706 26,072 45,320 SH   DFND 1 0 0 45,320
IDEXX LAB INC COM 45168D104 467 3,500 SH   DFND 1 3,500 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 33,589 185,300 SH   DFND 1 185,300 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 11,259 27,340 SH   DFND 1 27,340 0 0
JOHNSON & JOHNSON COM 478160104 21,259 203,200 SH   DFND 1 203,200 0 0
JPMORGAN CHASE & CO COM 46625H100 5,013 87,000 SH   DFND 1 87,000 0 0
KRAFT FOODS GROUP INC COM 50076Q106 2,932 48,900 SH   DFND 1 48,900 0 0
MASTERCARD INC CL A 57636Q104 735 10,000 SH   DFND 1 10,000 0 0
McCORMICK & CO INC COM NON VTG 579780206 515 7,200 SH   DFND 1 0 0 7,200
MEDTRONIC INC COM 585055106 16,488 258,600 SH   DFND 1 258,600 0 0
MICROSOFT CORP COM 594918104 8,836 211,900 SH   DFND 1 211,900 0 0
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 649 20,600 SH   DFND 1 20,600 0 0
MONDELEZ INTL INC CL A 609207105 1,098 29,200 SH   DFND 1 29,200 0 0
MONSANTO CO NEW COM 61166W101 6,337 50,800 SH   DFND 1 50,800 0 0
NATIONAL OILWELL VARCO INC COM 637071101 25,529 310,000 SH   DFND 1 310,000 0 0
NESTLE SPONSORED ADR 641069406 932 12,000 SH   DFND 1 12,000 0 0
NOVARTIS A G SONSORED ADR 66987V109 453 5,000 SH   DFND 1 5,000 0 0
NOVO-NORDISK A S SPONSORED ADR 670100205 25,682 556,000 SH   DFND N/A 556,000 0 0
NOW INC COM 67011P100 2,240 61,875 SH   DFND 1 61,875 0 0
ORACLE CORP COM 68389X105 1,459 36,000 SH   DFND 1 36,000 0 0
PROCTER & GAMBLE CO COM 742718109 1,658 21,100 SH   DFND 1 21,100 0 0
QUALCOMM INC COM 747525103 14,676 185,300 SH   DFND 1 185,300 0 0
SANOFI SPONSORED ADR 80105N105 17,073 321,100 SH   DFND 1 321,100 0 0
UNITED TECHNOLOGIES CORP COM 913017109 7,493 64,900 SH   DFND 1 64,900 0 0
VARIAN MED SYS INC. COM 92220P105 11,814 142,100 SH   DFND 1 142,100 0 0
VALEANT PHAMACEUTICALS INTL COM 91911K102 593 4,700 SH   DFND 1 4,700 0 0
VISA INC COM CL A 92826C839 8,597 40,800 SH   DFND 1 40,800 0 0
WAL-MART STORES INC COM 931142103 6,509 86,700 SH   DFND 1 86,700 0 0
WELLS FARGO & CO NEW COM 949746101 111,637 2,124,000 SH   DFND 1 2,124,000 0 0