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 2,783 69,200 SH   DFND 1 69,200 0 0
ABBVIE INC COM 00287Y109 3,537 65,000 SH   DFND 1 65,000 0 0
AIR PRODS & CHEMS INC COM 009158106 702 5,500 SH   DFND 1 5,500 0 0
AMERICAN EXPRESS CO COM 025816109 148 2,000 SH   DFND 1 2,000 0 0
Anheuser-Busch InBev SPONSORED ADR 03524A108 18,202 171,200 SH   DFND 1 171,200 0 0
ANSYS INC COM 03662Q105 1,075 12,200 SH   DFND 1 12,200 0 0
APPLE INC COM 037833100 1,655 15,000 SH   DFND 1 15,000 0 0
BARD C R INC COM 067383109 637 3,420 SH   DFND 1 3,420 0 0
BECTON DICKINSON & CO COM 075887109 7,787 58,700 SH   DFND 1 58,700 0 0
BERKSHIRE HATHAWAY INC CL A 084670108 117,730 603 SH   DFND 1 603 0 0
CARDINAL HEALTH COM 14149Y108 409 5,320 SH   DFND 1 5,320 0 0
CERNER CORP COM 156782104 390 6,500 SH   DFND 1 6,500 0 0
CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 8,789 221,600 SH   DFND 1 221,600 0 0
CISCO SYSTEMS INC COM 17275R102 7,870 299,800 SH   DFND 1 299,800 0 0
COCA COLA CO COM 191216100 38,616 962,500 SH   DFND 1 962,500 0 0
COSTCO WHSL CORP COM 22160K105 694 4,800 SH   DFND 1 4,800 0 0
DAVITA HEALTHCARE PARTNERS INC COM 23918K108 19,782 273,500 SH   DFND 1 273,500 0 0
DEERE & COMPANY COM 244199105 5,121 69,200 SH   DFND 1 69,200 0 0
DIAMOND OFFSHORE DRILLING INC COM 25271C102 1,415 81,800 SH   DFND 1 81,800 0 0
ECOLAB INC COM 278865100 1,712 15,600 SH   DFND 1 15,600 0 0
EXPRESS SCRIPTS HOLDING INC COM 30219G108 486 6,000 SH   DFND 1 6,000 0 0
EXXON MOBIL CORPORATION COM 30231G102 5,309 71,400 SH   DFND 1 71,400 0 0
FACEBOOK INC CL A 30303M102 629 7,000 SH   DFND 1 7,000 0 0
GENERAL ELECTRIC CO COM 369604103 20,015 793,600 SH   DFND 1 793,600 0 0
GILEAD SCIENCES INC COM 375558103 3,014 30,700 SH   DFND 1 30,700 0 0
GOOGLE INC CL A 38259P508 1,321 2,070 SH   DFND 1 2,070 0 0
GOOGLE INC CL C 38259P706 21,115 34,704 SH   DFND 1 0 0 34,704
GREENLIGHT CAPITAL RE LTD COM G4095J109 606 27,200 SH   DFND 1 27,200 0 0
IDEXX LABORATORIES COM 45168D104 506 6,820 SH   DFND 1 6,820 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 47,420 327,100 SH   DFND 1 327,100 0 0
INTUITIVE SURGICAL INC COM 46120E602 8,374 18,220 SH   DFND 1 18,220 0 0
JOHNSON & JOHNSON COM 478160104 15,272 163,600 SH   DFND 1 163,600 0 0
KEURIG GREEN MTN INC COM 49271M100 36 700 SH   DFND 1 700 0 0
KRAFT HEINZ COMPANY COM 500754106 4,962 70,300 SH   DFND 1 70,300 0 0
MASTERCARD INC CL A 57636Q104 901 10,000 SH   DFND 1 10,000 0 0
McCORMICK & CO INC COM NON VTG 579780206 592 7,200 SH   DFND 1 0 0 7,200
MCDONALDS CORP COM 580135101 2,478 25,150 SH   DFND 1 25,150 0 0
MEDTRONIC INC COM 585055106 6,902 103,100 SH   DFND 1 103,100 0 0
MICROSOFT CORP COM 594918104 8,936 201,900 SH   DFND 1 201,900 0 0
MONDELEZ INTL INC CL A 609207105 1,223 29,200 SH   DFND 1 29,200 0 0
MONSANTO CO COM 61166W101 4,660 54,600 SH   DFND 1 54,600 0 0
NATIONAL OILWELL VARCO INC COM 637071101 2,617 69,500 SH   DFND 1 69,500 0 0
NESTLE SPONSORED ADR 641069406 5,523 73,400 SH   DFND 1 73,400 0 0
NORTH ATLANTIC DRILLING LTD COM G6613P202 86 111,100 SH   DFND 1 111,100 0 0
NOVARTIS A G SPONSORED ADR 66987V109 437 4,750 SH   DFND 1 4,750 0 0
NOVO-NORDISK A S SPONSORED ADR 670100205 23,974 442,000 SH   DFND 1 442,000 0 0
NOW INC COM 67011P100 824 55,675 SH   DFND 1 55,675 0 0
PHILLIPS 66 COM 718546104 10,350 134,700 SH   DFND 1 134,700 0 0
PHILIP MORRIS INTERNATIONAL COM 718172109 420 5,300 SH   DFND 1 5,300 0 0
PRECISION CASTPARTS CORP COM 740189105 919 4,000 SH   DFND 1 4,000 0 0
PROCTER & GAMBLE CO COM 742718109 1,273 17,700 SH   DFND 1 17,700 0 0
QUALCOMM INC COM 747525103 2,305 42,900 SH   DFND 1 42,900 0 0
QUALYS INC COM 74758T303 46 1,607 SH   DFND 1 1,607 0 0
SABMILLER PLC SPONSORED ADR 78572M105 5,045 88,100 SH   DFND 1 88,100 0 0
SANOFI SPONSORED ADR 80105N105 14,720 310,100 SH   DFND 1 310,100 0 0
SEADRILL LTD COM G7945E105 196 33,200 SH   DFND 1 33,200 0 0
STERICYCLE INC COM 858912108 2,967 21,300 SH   DFND 1 21,300 0 0
SUNCOR ENERGY INC COM 867224107 1,865 69,800 SH   DFND 1 69,800 0 0
TRANSCOCEAN LTD COM H8817H100 870 67,300 SH   DFND 1 67,300 0 0
UNION PACIFIC CORP COM 907818108 2,856 32,300 SH   DFND 1 32,300 0 0
UNITED TECHNOLOGIES CORP COM 913017109 3,969 44,600 SH   DFND 1 44,600 0 0
VALEANT PHAMACEUTICALS INTL COM 91911K102 803 4,500 SH   DFND 1 4,500 0 0
VARIAN MED SYS INC. COM 92220P105 8,049 109,100 SH   DFND 1 109,100 0 0
VISA INC CL A 92826C839 11,975 171,900 SH   DFND 1 171,900 0 0
WAL-MART STORES INC COM 931142103 4,967 76,600 SH   DFND 1 76,600 0 0
WELLS FARGO & CO COM 949746101 92,204 1,795,600 SH   DFND 1 1,795,600 0 0
ZOETIS INC CL A 98978V103 7,552 183,400 SH   DFND 1 183,400 0 0