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 126,421 766,418 SH   SOLE   609,533 32,659 124,226
ADOBE SYS INC COM 00724F101 98,411 1,330,953 SH   SOLE   1,042,983 62,411 225,559
AIR PRODS & CHEMS INC COM 009158106 127,273 841,305 SH   SOLE   661,765 35,408 144,132
AMAZON COM INC COM 023135106 124,402 334,325 SH   SOLE   265,843 13,396 55,086
AMERICAN EXPRESS CO COM 025816109 104,604 1,339,022 SH   SOLE   1,024,089 58,948 255,985
APPLE INC COM 037833100 118,806 954,802 SH   SOLE   759,087 38,862 156,853
ARISTA NETWORKS INC COM 040413106 6,176 87,566 SH   SOLE   69,291 3,651 14,624
BANK NEW YORK MELLON CORP COM 064058100 644 16,000 SH   SOLE   0 0 16,000
BECTON DICKINSON & CO COM 075887109 87,231 607,498 SH   SOLE   473,767 29,933 103,798
BERKSHIRE HATHAWAY INC DEL CL A 084670108 3,045 14 SH   SOLE   4 0 10
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 161 1,115 SH   SOLE   1,115 0 0
CANADIAN NAT RES LTD COM 136385101 61,925 2,016,441 SH   SOLE   1,555,421 99,939 361,081
CANADIAN PAC RY LTD COM 13645T100 89,293 488,741 SH   SOLE   385,199 20,958 82,584
CARBO CERAMICS INC COM 140781105 19,894 652,038 SH   SOLE   512,705 28,462 110,871
CARMAX INC COM 143130102 57,891 838,879 SH   SOLE   659,472 34,587 144,820
CATERPILLAR INC DEL COM 149123101 69,293 865,833 SH   SOLE   680,017 36,417 149,399
CERNER CORP COM 156782104 82,950 1,132,267 SH   SOLE   889,920 46,759 195,588
CHART INDS INC COM PAR $0.01 16115Q308 25,968 740,354 SH   SOLE   582,799 30,453 127,102
CHEVRON CORP NEW COM 166764100 181 1,726 SH   SOLE   1,726 0 0
CISCO SYS INC COM 17275R102 108,011 3,924,104 SH   SOLE   3,098,974 174,912 650,218
CIT GROUP INC COM NEW 125581801 82,460 1,827,565 SH   SOLE   1,436,178 79,463 311,924
COMCAST CORP NEW CL A 20030N101 97,714 1,730,364 SH   SOLE   1,375,668 73,472 281,224
COSTCO WHSL CORP NEW COM 22160K105 104,226 687,986 SH   SOLE   547,599 27,720 112,667
DANONE-SPONS ADR Common Stocks 23636T100 81,675 6,072,150 SH   SOLE   4,827,062 259,607 985,481
DEVON ENERGY CORP NEW COM 25179M103 195 3,226 SH   SOLE   3,226 0 0
DEVON ENERGY PRODUCTION CO L P Common Stocks DVNPROD00 115 1 SH   SOLE   0 0 1
DISNEY WALT CO COM DISNEY 254687106 146,281 1,394,615 SH   SOLE   1,094,087 61,363 239,165
EBAY INC COM 278642103 121,981 2,114,797 SH   SOLE   1,664,096 86,712 363,989
ECOLAB INC COM 278865100 78,630 687,448 SH   SOLE   544,363 29,228 113,857
FACEBOOK INC CL A 30303M102 62,324 758,062 SH   SOLE   588,840 30,298 138,924
FEDEX CORP COM 31428X106 104,499 631,606 SH   SOLE   503,298 26,838 101,470
GOOGLE INC CL A 38259P508 70,669 127,401 SH   SOLE   100,440 5,222 21,739
GOOGLE INC CL C 38259P706 71,099 129,742 SH   SOLE   102,532 5,413 21,797
GRAINGER W W INC COM 384802104 97,919 415,246 SH   SOLE   326,847 18,737 69,662
JOHNSON & JOHNSON COM 478160104 89,083 885,520 SH   OTR   0 885,520 0
JOHNSON & JOHNSON COM 478160104 147,251 1,463,724 SH   SOLE   1,165,691 59,686 238,347
JPMORGAN CHASE & CO COM 46625H100 126,730 2,091,945 SH   SOLE   1,643,671 91,715 356,559
JUSTISS OIL INC Common Stocks 482196102 1,766 17,143 SH   SOLE   0 0 17,143
MCGRAW HILL FINL INC COM 580645109 98,312 950,790 SH   SOLE   753,496 40,227 157,067
MICROSOFT CORP COM 594918104 103,477 2,545,241 SH   SOLE   2,020,991 109,132 415,118
MONSANTO CO NEW COM 61166W101 120,376 1,069,632 SH   SOLE   846,026 45,853 177,753
NESTLE SA ADR Common Stocks 641069406 168,904 2,235,099 SH   SOLE   1,766,036 93,467 375,596
NIKE INC CL B 654106103 94,238 939,279 SH   SOLE   744,154 39,690 155,435
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 75,769 1,402,873 SH   SOLE   1,104,122 57,986 240,765
NOVARTIS A G SPONSORED ADR 66987V109 109,861 1,114,097 SH   SOLE   881,136 47,798 185,163
PACCAR INC COM 693718108 75,763 1,199,916 SH   SOLE   942,088 52,335 205,493
PEPSICO INC COM 713448108 101,843 1,065,083 SH   SOLE   850,202 45,131 169,750
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 25,107 4,122,584 SH   SOLE   3,236,008 181,382 705,194
PROCTER & GAMBLE CO COM 742718109 104,816 1,279,185 SH   SOLE   1,020,781 53,604 204,800
PROGRESSIVE CORP OHIO COM 743315103 89,861 3,303,705 SH   SOLE   2,600,531 146,102 557,072
RALPH LAUREN CORP CL A 751212101 73,283 557,288 SH   SOLE   439,146 24,238 93,904
ROCHE HOLDINGS LTD-SPONS ADR Common Stocks 771195104 112,803 3,269,386 SH   SOLE   2,594,535 140,183 534,668
ROPER INDS INC NEW COM 776696106 72,432 421,118 SH   SOLE   328,865 18,920 73,333
SCANA CORP NEW COM 80589M102 395 7,183 SH   SOLE   0 0 7,183
SOUTHWESTERN ENERGY CO COM 845467109 61,718 2,661,415 SH   SOLE   2,095,021 109,291 457,103
SUNCOR ENERGY INC NEW COM 867224107 234 8,000 SH   SOLE   0 0 8,000
TEXAS INSTRS INC COM 882508104 145,118 2,537,692 SH   SOLE   1,976,973 119,175 441,544
TIFFANY & CO NEW COM 886547108 79,704 905,630 SH   SOLE   700,551 42,007 163,072
UNION PAC CORP COM 907818108 98,727 911,524 SH   SOLE   718,088 39,325 154,111
UNITEDHEALTH GROUP INC COM 91324P102 84,915 717,857 SH   SOLE   563,040 31,532 123,285
US BANCORP DEL COM NEW 902973304 90,824 2,079,786 SH   SOLE   1,638,137 90,383 351,266
WELLS FARGO & CO NEW COM 949746101 114,526 2,105,250 SH   SOLE   1,667,160 88,350 349,740
YUM BRANDS INC COM 988498101 94,326 1,198,250 SH   SOLE   949,358 51,448 197,444