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
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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
3M CO COM 88579Y101 123,436 871,233 SH   SOLE   653,104 40,766 177,363
ADOBE SYS INC COM 00724F101 77,593 1,121,446 SH   SOLE   821,419 58,243 241,784
AIR PRODS & CHEMS INC COM 009158106 150,788 1,158,303 SH   SOLE   853,656 54,204 250,443
ALTERA CORP COM 021441100 94,675 2,646,042 SH   SOLE   1,943,713 124,927 577,402
AMAZON COM INC COM 023135106 120,691 374,305 SH   SOLE   280,575 16,552 77,178
AMERICAN EXPRESS CO COM 025816109 133,672 1,526,985 SH   SOLE   1,096,546 66,588 363,851
ANALOG DEVICES INC COM 032654105 83,962 1,696,544 SH   SOLE   1,268,458 80,734 347,352
APPLE INC COM 037833100 108,873 1,080,622 SH   SOLE   808,108 48,566 223,948
ARISTA NETWORKS INC COM 040413106 8,756 99,125 SH   SOLE   73,223 4,520 21,382
BAKER HUGHES INC COM 057224107 117,806 1,810,723 SH   SOLE   1,342,893 86,098 381,732
BANK NEW YORK MELLON CORP COM 064058100 620 16,000 SH   SOLE   0 0 16,000
BECTON DICKINSON & CO COM 075887109 100,756 885,298 SH   SOLE   649,541 48,394 187,363
BERKSHIRE HATHAWAY INC DEL CL A 084670108 2,897 14 SH   SOLE   4 0 10
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 161 1,165 SH   SOLE   1,165 0 0
CANADIAN NAT RES LTD COM 136385101 89,333 2,300,036 SH   SOLE   1,655,103 119,699 525,234
CANADIAN PAC RY LTD COM 13645T100 147,381 710,372 SH   SOLE   525,130 33,576 151,666
CARBO CERAMICS INC COM 140781105 30,013 506,723 SH   SOLE   374,905 24,175 107,643
CATERPILLAR INC DEL COM 149123101 97,352 983,059 SH   SOLE   727,847 45,699 209,513
CHART INDS INC COM PAR $0.01 16115Q308 41,367 676,700 SH   SOLE   498,855 30,769 147,076
CHEVRON CORP NEW COM 166764100 206 1,726 SH   SOLE   1,726 0 0
CISCO SYS INC COM 17275R102 112,281 4,460,890 SH   SOLE   3,306,218 216,811 937,861
CIT GROUP INC COM NEW 125581801 70,059 1,524,358 SH   SOLE   1,124,927 72,258 327,173
COMCAST CORP NEW CL A 20030N101 131,583 2,446,699 SH   SOLE   1,818,918 115,604 512,177
COSTCO WHSL CORP NEW COM 22160K105 97,754 780,039 SH   SOLE   584,502 35,076 160,461
DANONE-SPONS ADR Common Stocks 23636T100 90,803 6,781,183 SH   SOLE   5,056,856 312,125 1,412,202
DEVON ENERGY CORP NEW COM 25179M103 220 3,226 SH   SOLE   3,226 0 0
DEVON ENERGY PRODUCTION CO L P Common Stocks DVNPROD00 118 1 SH   SOLE   0 0 1
DISNEY WALT CO COM DISNEY 254687106 141,852 1,593,307 SH   SOLE   1,172,485 76,422 344,400
EBAY INC COM 278642103 136,630 2,412,676 SH   SOLE   1,781,923 109,162 521,591
ELECSYS CORP COM 28473M100 177 16,200 SH   SOLE   16,200 0 0
EMERSON ELEC CO COM 291011104 92,815 1,483,143 SH   SOLE   1,098,613 66,762 317,768
EXXON MOBIL CORP COM 30231G102 5,810 61,776 SH   SOLE   61,776 0 0
FACEBOOK INC CL A 30303M102 68,471 866,281 SH   SOLE   630,905 39,187 196,189
FEDEX CORP COM 31428X106 141,253 874,904 SH   SOLE   653,620 40,933 180,351
GOOGLE INC CL A 38259P508 85,604 145,483 SH   SOLE   107,560 6,597 31,326
GOOGLE INC CL C 38259P706 83,964 145,427 SH   SOLE   107,508 6,596 31,323
GRAINGER W W INC COM 384802104 118,270 469,980 SH   SOLE   347,795 22,659 99,526
JOHNSON & JOHNSON COM 478160104 94,388 885,520 SH   OTR   0 885,520 0
JOHNSON & JOHNSON COM 478160104 176,955 1,660,151 SH   SOLE   1,243,522 69,056 347,573
JPMORGAN CHASE & CO COM 46625H100 115,663 1,920,037 SH   SOLE   1,415,374 91,373 413,290
JUSTISS OIL INC Common Stocks 482196102 2,057 17,143 SH   SOLE   0 0 17,143
MCGRAW HILL FINL INC COM 580645109 91,353 1,081,742 SH   SOLE   805,448 50,085 226,209
MEG ENERGY CORP Common Stocks 552704108 42,817 1,397,871 SH   SOLE   1,009,710 67,708 320,453
MICROSOFT CORP COM 594918104 161,313 3,479,574 SH   SOLE   2,588,691 163,239 727,644
MONSANTO CO NEW COM 61166W101 135,615 1,205,363 SH   SOLE   892,840 55,313 257,210
NESTLE SA ADR Common Stocks 641069406 187,267 2,547,092 SH   SOLE   1,887,240 117,038 542,814
NIKE INC CL B 654106103 95,297 1,068,354 SH   SOLE   795,018 49,409 223,927
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 57,730 1,602,725 SH   SOLE   1,182,780 73,035 346,910
NOVARTIS A G SPONSORED ADR 66987V109 119,220 1,266,543 SH   SOLE   942,432 59,073 265,038
OCCIDENTAL PETE CORP DEL COM 674599105 10,452 108,705 SH   SOLE   81,661 4,779 22,265
PEPSICO INC COM 713448108 112,461 1,208,090 SH   SOLE   909,162 56,350 242,578
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 70,062 4,705,274 SH   SOLE   3,466,353 225,275 1,013,646
PROCTER & GAMBLE CO COM 742718109 121,431 1,450,095 SH   SOLE   1,089,650 66,858 293,587
PROGRESSIVE CORP OHIO COM 743315103 94,843 3,751,712 SH   SOLE   2,785,838 181,452 784,422
QUALCOMM INC COM 747525103 82,736 1,106,538 SH   SOLE   820,441 50,371 235,726
ROCHE HOLDINGS LTD-SPONS ADR Common Stocks 771195104 136,143 3,676,009 SH   SOLE   2,734,700 169,732 771,577
SCANA CORP NEW COM 80589M102 356 7,183 SH   SOLE   0 0 7,183
SOUTHWESTERN ENERGY CO COM 845467109 77,185 2,208,449 SH   SOLE   1,633,541 100,178 474,730
SUNCOR ENERGY INC NEW COM 867224107 289 8,000 SH   SOLE   0 0 8,000
TEXAS INSTRS INC COM 882508104 137,813 2,889,774 SH   SOLE   2,116,167 145,670 627,937
TIFFANY & CO NEW COM 886547108 99,450 1,032,604 SH   SOLE   748,016 50,854 233,734
UNION PAC CORP COM 907818108 138,907 1,281,191 SH   SOLE   956,204 60,871 264,116
US BANCORP DEL COM NEW 902973304 99,018 2,367,156 SH   SOLE   1,751,813 112,474 502,869
WELLS FARGO & CO NEW COM 949746101 124,932 2,408,560 SH   SOLE   1,784,204 110,090 514,266
YUM BRANDS INC COM 988498101 71,004 986,437 SH   SOLE   735,952 46,161 204,324