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 3,578 72,900 SH   DFND 1 72,900 0 0
ABBVIE INC COM 00287Y109 4,603 68,500 SH   DFND 1 68,500 0 0
AIR PRODS & CHEMS INC COM 009158106 753 5,500 SH   DFND 1 5,500 0 0
AMERICAN EXPRESS CO COM 025816109 155 2,000 SH   DFND 1 2,000 0 0
ANSYS INC COM 03662Q105 1,113 12,200 SH   DFND 1 12,200 0 0
APPLE INC COM 037833100 1,881 15,000 SH   DFND 1 15,000 0 0
BANK OF AMERICA CORP COM 060505104 902 53,000 SH   DFND 1 53,000 0 0
BARD C R INC COM 067383109 615 3,600 SH   DFND 1 3,600 0 0
BECTON DICKINSON & CO COM 075887109 14,958 105,600 SH   DFND 1 105,600 0 0
BERKSHIRE HATHAWAY INC CL A 084670108 123,115 601 SH   DFND 1 601 0 0
CARDINAL HEALTH COM 14149Y108 468 5,600 SH   DFND 1 5,600 0 0
CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 15,472 309,200 SH   DFND 1 309,200 0 0
CISCO SYSTEMS INC COM 17275R102 8,233 299,800 SH   DFND 1 299,800 0 0
COCA COLA CO COM 191216100 37,759 962,500 SH   DFND 1 962,500 0 0
COSTCO WHSL CORP COM 22160K105 648 4,800 SH   DFND 1 4,800 0 0
DAVITA HEALTHCARE PARTNERS INC COM 23918K108 23,825 299,800 SH   DFND 1 299,800 0 0
DEERE & COMPANY COM 244199105 15,479 159,500 SH   DFND 1 159,500 0 0
DIAMOND OFFSHORE DRILLING INC COM 25271C102 2,346 90,900 SH   DFND 1 90,900 0 0
DIRECTV COM 25490A309 2,041 22,000 SH   DFND 1 22,000 0 0
ECOLAB INC COM 278865100 1,764 15,600 SH   DFND 1 15,600 0 0
EXPRESS SCRIPTS HOLDING INC COM 30219G108 560 6,300 SH   DFND 1 6,300 0 0
EXXON MOBIL CORPORATION COM 30231G102 7,663 92,100 SH   DFND 1 92,100 0 0
FACEBOOK INC CL A 30303M102 600 7,000 SH   DFND 1 7,000 0 0
GENERAL ELECTRIC CO COM 369604103 19,930 750,100 SH   DFND 1 750,100 0 0
GILEAD SCIENCES INC COM 375558103 2,962 25,300 SH   DFND 1 25,300 0 0
GOOGLE INC CL A 38259P508 5,681 10,520 SH   DFND 1 10,520 0 0
GOOGLE INC CL C 38259P706 23,590 45,320 SH   DFND 1 0 0 45,320
GREENLIGHT CAPITAL RE LTD COM G4095J109 793 27,200 SH   DFND 1 27,200 0 0
IDEXX LABORATORIES COM 45168D104 224 3,500 SH   DFND 1 3,500 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 49,904 306,800 SH   DFND 1 306,800 0 0
INTUITIVE SURGICAL INC COM 46120E602 11,487 23,710 SH   DFND 1 23,710 0 0
JOHNSON & JOHNSON COM 478160104 16,783 172,200 SH   DFND 1 172,200 0 0
JPMORGAN CHASE & CO COM 46625H100 3,070 45,300 SH   DFND 1 45,300 0 0
KEURIG GREEN MTN INC COM 49271M100 54 700 SH   DFND 1 700 0 0
KRAFT FOODS GROUP INC COM 50076Q106 1,873 22,000 SH   DFND 1 22,000 0 0
MASTERCARD INC CL A 57636Q104 935 10,000 SH   DFND 1 10,000 0 0
McCORMICK & CO INC COM NON VTG 579780206 583 7,200 SH   DFND 1 0 0 7,200
MCDONALDS CORP COM 580135101 2,391 25,150 SH   DFND 1 25,150 0 0
MEDTRONIC INC COM 585055106 14,346 193,600 SH   DFND 1 193,600 0 0
MICROSOFT CORP COM 594918104 8,914 201,900 SH   DFND 1 201,900 0 0
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 587 20,600 SH   DFND 1 20,600 0 0
MONDELEZ INTL INC CL A 609207105 1,201 29,200 SH   DFND 1 29,200 0 0
MONSANTO CO COM 61166W101 11,117 104,300 SH   DFND 1 104,300 0 0
NATIONAL OILWELL VARCO INC COM 637071101 4,871 100,900 SH   DFND 1 100,900 0 0
NESTLE SPONSORED ADR 641069406 866 12,000 SH   DFND 1 12,000 0 0
NORTH ATLANTIC DRILLING LTD COM G6613P202 147 123,500 SH   DFND 1 123,500 0 0
NOVARTIS A G SPONSORED ADR 66987V109 492 5,000 SH   DFND 1 5,000 0 0
NOVO-NORDISK A S SPONSORED ADR 670100205 27,698 505,800 SH   DFND 1 505,800 0 0
NOW INC COM 67011P100 1,232 61,875 SH   DFND 1 61,875 0 0
PHILLIPS 66 COM 718546104 4,109 51,000 SH   DFND 1 51,000 0 0
PRECISION CASTPARTS CORP COM 740189105 799 4,000 SH   DFND 1 4,000 0 0
PROCTER & GAMBLE CO COM 742718109 1,385 17,700 SH   DFND 1 17,700 0 0
QUALCOMM INC COM 747525103 7,503 119,800 SH   DFND 1 119,800 0 0
SANOFI SPONSORED ADR 80105N105 16,172 326,500 SH   DFND 1 326,500 0 0
SEADRILL LTD COM G7945E105 382 36,900 SH   DFND 1 36,900 0 0
STERICYCLE INC COM 858912108 2,451 18,300 SH   DFND 1 18,300 0 0
SUNCOR ENERGY INC COM 867224107 2,235 81,200 SH   DFND 1 81,200 0 0
TRANSCOCEAN LTD COM H8817H100 1,206 74,800 SH   DFND 1 74,800 0 0
UNITED TECHNOLOGIES CORP COM 913017109 4,947 44,600 SH   DFND 1 44,600 0 0
VALEANT PHAMACEUTICALS INTL COM 91911K102 1,044 4,700 SH   DFND 1 4,700 0 0
VARIAN MED SYS INC. COM 92220P105 9,681 114,800 SH   DFND 1 114,800 0 0
VISA INC CL A 92826C839 11,543 171,900 SH   DFND 1 171,900 0 0
WAL-MART STORES INC COM 931142103 5,433 76,600 SH   DFND 1 76,600 0 0
WELLS FARGO & CO COM 949746101 119,454 2,124,000 SH   DFND 1 2,124,000 0 0
ZOETIS INC CL A 98978V103 2,339 48,500 SH   DFND 1 48,500 0 0