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 3,377 72,900 SH   DFND 1 72,900 0 0
ABBVIE INC COM 00287Y109 4,718 80,600 SH   DFND 1 80,600 0 0
AMERICAN EXPRESS CO COM 025816109 156 2,000 SH   DFND 1 2,000 0 0
ANSYS INC COM 03662Q105 1,076 12,200 SH   DFND 1 12,200 0 0
APPLE INC COM 037833100 1,866 15,000 SH   DFND 1 15,000 0 0
BANK OF AMERICA CORP COM 060505104 816 53,000 SH   DFND 1 53,000 0 0
BARD C R INC COM 067383109 602 3,600 SH   DFND 1 3,600 0 0
BECTON DICKINSON & CO COM 075887109 16,872 117,500 SH   DFND 1 117,500 0 0
BERKSHIRE HATHAWAY INC CL A 084670108 130,283 599 SH   DFND 1 599 0 0
CARDINAL HEALTH COM 084670108 506 5,600 SH   DFND 1 5,600 0 0
CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 12,143 246,500 SH   DFND 1 246,500 0 0
CISCO SYSTEMS INC COM 17275R102 8,252 299,800 SH   DFND 1 299,800 0 0
COCA COLA CO COM 191216100 39,881 983,500 SH   DFND 1 983,500 0 0
CONOCO PHILLIPS COM 20825C104 1,849 29,700 SH   DFND 1 29,700 0 0
COSTCO WHSL CORP COM 22160K105 727 4,800 SH   DFND 1 4,800 0 0
DAVITA HEALTHCARE PARTNERS INC COM 23918K108 26,790 329,600 SH   DFND 1 329,600 0 0
DEERE & COMPANY COM 244199105 13,574 154,800 SH   DFND 1 154,800 0 0
DIAMOND OFFSHORE DRILLING INC COM 25271C102 2,435 90,900 SH   DFND 1 90,900 0 0
DIRECTV COM 25490A309 1,872 22,000 SH   DFND 1 22,000 0 0
ECOLAB INC COM 278865100 1,784 15,600 SH   DFND 1 15,600 0 0
EXPRESS SCRIPTS HOLDING INC COM 30219G108 547 6,300 SH   DFND 1 6,300 0 0
EXXON MOBIL CORPORATION COM 30231G102 15,551 182,950 SH   DFND 1 182,950 0 0
FACEBOOK INC CL A 30303M102 576 7,000 SH   DFND 1 7,000 0 0
GENERAL ELECTRIC CO COM 369604103 21,530 867,800 SH   DFND 1 867,800 0 0
GILEAD SCIENCES INC COM 375558103 2,120 21,600 SH   DFND 1 21,600 0 0
GOOGLE INC CL A 38259P508 5,835 10,520 SH   DFND 1 10,520 0 0
GOOGLE INC CL C 38259P706 24,835 45,320 SH   DFND 1 0 0 45,320
IDEXX LABORATORIES COM 45168D104 541 3,500 SH   DFND 1 3,500 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 46,192 287,800 SH   DFND 1 287,800 0 0
INTUITIVE SURGICAL INC COM 46120E602 12,848 25,440 SH   DFND 1 25,440 0 0
JOHNSON & JOHNSON COM 478160104 20,724 206,000 SH   DFND 1 206,000 0 0
JPMORGAN CHASE & CO COM 46625H100 3,562 58,800 SH   DFND 1 58,800 0 0
KEURIG GREEN MTN INC COM 49271M100 78 700 SH   DFND 1 700 0 0
KRAFT FOODS GROUP INC COM 50076Q106 1,917 22,000 SH   DFND 1 22,000 0 0
MASTERCARD INC CL A 57636Q104 864 10,000 SH   DFND 1 10,000 0 0
McCORMICK & CO INC COM NON VTG 579780206 555 7,200 SH   DFND 1 0 0 7,200
MCDONALDS CORP COM 580135101 2,451 25,150 SH   DFND 1 25,150 0 0
MEDTRONIC INC COM 585055106 16,401 210,300 SH   DFND 1 210,300 0 0
MICROSOFT CORP COM 594918104 8,208 201,900 SH   DFND 1 201,900 0 0
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 563 20,600 SH   DFND 1 20,600 0 0
MONDELEZ INTL INC CL A 609207105 1,054 29,200 SH   DFND 1 29,200 0 0
MONSANTO CO COM 61166W101 17,162 152,500 SH   DFND 1 152,500 0 0
NATIONAL OILWELL VARCO INC COM 637071101 11,583 231,700 SH   DFND 1 231,700 0 0
NESTLE SPONSORED ADR 641069406 903 12,000 SH   DFND 1 12,000 0 0
NORTH ATLANTIC DRILLING LTD COM G6613P202 287 247,000 SH   DFND 1 247,000 0 0
NOVARTIS A G SPONSORED ADR 66987V109 493 5,000 SH   DFND 1 5,000 0 0
NOVO-NORDISK A S SPONSORED ADR 670100205 29,685 556,000 SH   DFND N/A 556,000 0 0
NOW INC COM 67011P100 1,339 61,875 SH   DFND 1 61,875 0 0
PROCTER & GAMBLE CO COM 742718109 1,450 17,700 SH   DFND 1 17,700 0 0
QUALCOMM INC COM 747525103 9,167 132,200 SH   DFND 1 132,200 0 0
SANOFI SPONSORED ADR 80105N105 16,943 342,700 SH   DFND 1 342,700 0 0
SEADRILL LTD COM G7945E105 1,037 110,900 SH   DFND 1 110,900 0 0
STERICYCLE INC COM 858912108 2,570 18,300 SH   DFND 1 18,300 0 0
SUNCOR ENERGY INC COM 867224107 2,375 81,200 SH   DFND 1 81,200 0 0
TRANSCOCEAN LTD COM H8817H100 1,097 74,800 SH   DFND 1 74,800 0 0
UNITED TECHNOLOGIES CORP COM 913017109 5,227 44,600 SH   DFND 1 44,600 0 0
VALEANT PHAMACEUTICALS INTL COM 91911K102 934 4,700 SH   DFND 1 4,700 0 0
VARIAN MED SYS INC. COM 92220P105 11,234 119,400 SH   DFND 1 119,400 0 0
VISA INC CL A 92826C839 12,820 196,000 SH   DFND 1 196,000 0 0
WAL-MART STORES INC COM 931142103 6,300 76,600 SH   DFND 1 76,600 0 0
WELLS FARGO & CO COM 949746101 115,546 2,124,000 SH   DFND 1 2,124,000 0 0