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
AON PLC COMMON STOCK USD.01 G0408V102 4,031 44,749 SH   SOLE   44,749 0 0
COVIDIEN PLC COMMON STOCK USD.2 G2554F113 2,522 27,971 SH   SOLE   27,971 0 0
INVESCO LTD COMMON STOCK USD.2 G491BT108 2,118 56,109 SH   SOLE   56,109 0 0
JAZZ PHARMACEUTICALS PLC COMMON STOCK USD.0001 G50871105 2,129 14,480 SH   SOLE   14,480 0 0
LIBERTY GLOBAL PLC SERIES C COMMON STOCK USD.01 G5480U120 6,700 158,357 SH   SOLE   158,357 0 0
TE CONNECTIVITY LTD COMMON STOCK CHF.57 H84989104 2,102 33,994 SH   SOLE   33,994 0 0
TYCO INTERNATIONAL LTD COMMON STOCK CHF6.7 H89128104 2,934 64,342 SH   SOLE   64,342 0 0
NXP SEMICONDUCTORS NV COMMON STOCK N6596X109 4,030 60,900 SH   SOLE   60,900 0 0
ADT CORP/THE COMMON STOCK USD.01 00101J106 2,278 65,201 SH   SOLE   65,201 0 0
AGCO CORP COMMON STOCK USD.01 001084102 1,857 33,038 SH   SOLE   33,038 0 0
AT+T INC COMMON STOCK USD1. 00206R102 670 18,958 SH   SOLE   18,958 0 0
ADOBE SYSTEMS INC COMMON STOCK USD.0001 00724F101 3,854 53,263 SH   SOLE   53,263 0 0
AIR PRODUCTS + CHEMICALS INC COMMON STOCK USD1. 009158106 1,312 10,200 SH   SOLE   10,200 0 0
ANADARKO PETROLEUM CORP COMMON STOCK USD.1 032511107 504 4,602 SH   SOLE   4,602 0 0
ATHENAHEALTH INC COMMON STOCK USD.01 04685W103 1,955 15,625 SH   SOLE   15,625 0 0
BAIDU INC SPON ADR ADR USD.00005 056752108 5,768 30,876 SH   SOLE   30,876 0 0
BOISE CASCADE CO COMMON STOCK USD.01 09739D100 1,702 59,422 SH   SOLE   59,422 0 0
CARBO CERAMICS INC COMMON STOCK USD.01 140781105 2,117 13,733 SH   SOLE   13,733 0 0
CHIMERIX INC COMMON STOCK 16934W106 1,554 70,818 SH   SOLE   70,818 0 0
CHIPOTLE MEXICAN GRILL INC COMMON STOCK USD.01 169656105 2,497 4,214 SH   SOLE   4,214 0 0
COCA COLA CO/THE COMMON STOCK USD.25 191216100 762 18,000 SH   SOLE   18,000 0 0
COMCAST CORP SPECIAL CL A COMMON STOCK USD.01 20030N200 2,144 40,207 SH   SOLE   40,207 0 0
COMMONWEALTH REIT REIT USD.01 203233101 3,890 147,801 SH   SOLE   147,801 0 0
CONSTELLATION BRANDS INC A COMMON STOCK USD.01 21036P108 1,900 21,554 SH   SOLE   21,554 0 0
COTY INC CL A COMMON STOCK USD.01 222070203 1,873 109,352 SH   SOLE   109,352 0 0
COUPONS.COM INC COMMON STOCK USD.00001 22265J102 2,218 84,300 SH   SOLE   84,300 0 0
DEERE + CO COMMON STOCK USD1. 244199105 2,060 22,753 SH   SOLE   22,753 0 0
DIEBOLD INC COMMON STOCK USD1.25 253651103 1,916 47,687 SH   SOLE   47,687 0 0
DINEEQUITY INC COMMON STOCK USD.01 254423106 2,726 34,295 SH   SOLE   34,295 0 0
WALT DISNEY CO/THE COMMON STOCK USD.01 254687106 514 6,000 SH   SOLE   6,000 0 0
EBAY INC COMMON STOCK USD.001 278642103 2,732 54,577 SH   SOLE   54,577 0 0
ECOLAB INC COMMON STOCK USD1. 278865100 5,698 51,180 SH   SOLE   51,180 0 0
EQUIFAX INC COMMON STOCK USD1.25 294429105 1,837 25,329 SH   SOLE   25,329 0 0
EXXON MOBIL CORP COMMON STOCK NPV 30231G102 3,383 33,600 SH   SOLE   33,600 0 0
FIREEYE INC COMMON STOCK USD.0001 31816Q101 373 9,208 SH   SOLE   9,208 0 0
GANNETT CO COMMON STOCK USD1. 364730101 288 9,200 SH   SOLE   9,200 0 0
GENERAL DYNAMICS CORP COMMON STOCK USD1. 369550108 2,683 23,019 SH   SOLE   23,019 0 0
GENERAL ELECTRIC CO COMMON STOCK USD.06 369604103 1,053 40,075 SH   SOLE   40,075 0 0
HALLIBURTON CO COMMON STOCK USD2.5 406216101 7,132 100,435 SH   SOLE   100,435 0 0
HANESBRANDS INC COMMON STOCK USD.01 410345102 2,142 21,763 SH   SOLE   21,763 0 0
HESS CORP COMMON STOCK USD1. 42809H107 2,337 23,628 SH   SOLE   23,628 0 0
HONEYWELL INTERNATIONAL INC COMMON STOCK USD1. 438516106 390 4,200 SH   SOLE   4,200 0 0
JOY GLOBAL INC COMMON STOCK USD1. 481165108 2,861 46,463 SH   SOLE   46,463 0 0
K12 INC COMMON STOCK USD.0001 48273U102 2,065 85,784 SH   SOLE   85,784 0 0
KOHLS CORP COMMON STOCK USD.01 500255104 2,180 41,385 SH   SOLE   41,385 0 0
LAS VEGAS SANDS CORP COMMON STOCK USD.001 517834107 3,074 40,330 SH   SOLE   40,330 0 0
ESTEE LAUDER COMPANIES CL A COMMON STOCK USD.01 518439104 2,480 33,400 SH   SOLE   33,400 0 0
LENNAR CORP A COMMON STOCK USD.1 526057104 2,561 61,010 SH   SOLE   61,010 0 0
LINKEDIN CORP A COMMON STOCK USD.0001 53578A108 2,258 13,167 SH   SOLE   13,167 0 0
MSCI INC COMMON STOCK USD.01 55354G100 2,356 51,395 SH   SOLE   51,395 0 0
MARSH + MCLENNAN COS COMMON STOCK USD1. 571748102 269 5,200 SH   SOLE   5,200 0 0
MCGRAW HILL FINANCIAL INC COMMON STOCK USD1. 580645109 498 6,000 SH   SOLE   6,000 0 0
MELCO CROWN ENTERTAINME ADR ADR USD.01 585464100 3,242 90,783 SH   SOLE   90,783 0 0
MERCK + CO. INC. COMMON STOCK USD.5 58933Y105 1,250 21,600 SH   SOLE   21,600 0 0
MORGAN STANLEY COMMON STOCK USD.01 617446448 2,861 88,507 SH   SOLE   88,507 0 0
NATIONAL FUEL GAS CO COMMON STOCK USD1. 636180101 2,171 27,721 SH   SOLE   27,721 0 0
NATIONAL OILWELL VARCO INC COMMON STOCK USD.01 637071101 2,607 31,658 SH   SOLE   31,658 0 0
NOBLE ENERGY INC COMMON STOCK USD.01 655044105 3,058 39,480 SH   SOLE   39,480 0 0
OPHTHOTECH CORP COMMON STOCK USD.001 683745103 1,363 32,220 SH   SOLE   32,220 0 0
ORACLE CORP COMMON STOCK USD.01 68389X105 5,500 135,706 SH   SOLE   135,706 0 0
OSHKOSH CORP COMMON STOCK USD.01 688239201 2,170 39,080 SH   SOLE   39,080 0 0
PFIZER INC W/D COMMON STOCK USD.05 717081103 821 27,645 SH   SOLE   27,645 0 0
PRICELINE GROUP INC/THE COMMON STOCK USD.008 741503403 4,438 3,689 SH   SOLE   3,689 0 0
PRIMERICA INC COMMON STOCK 74164M108 2,164 45,224 SH   SOLE   45,224 0 0
REGENERON PHARMACEUTICALS COMMON STOCK USD.001 75886F107 1,808 6,400 SH   SOLE   6,400 0 0
SPDR S+P MIDCAP 400 ETF TRUST SPDR S+P MIDCAP 400 ETF TRST 78467Y107 1,459 5,600 SH   SOLE   5,600 0 0
SALESFORCE.COM INC COMMON STOCK USD.001 79466L302 3,794 65,326 SH   SOLE   65,326 0 0
SOUTHWESTERN ENERGY CO COMMON STOCK USD.01 845467109 2,137 46,971 SH   SOLE   46,971 0 0
TAIWAN SEMICONDUCTOR SP ADR ADR 874039100 2,502 116,979 SH   SOLE   116,979 0 0
TEXAS INSTRUMENTS INC COMMON STOCK USD1. 882508104 311 6,500 SH   SOLE   6,500 0 0
TWENTY FIRST CENTURY FOX B COMMON STOCK USD.01 90130A200 2,895 84,582 SH   SOLE   84,582 0 0
TWITTER INC COMMON STOCK USD.000005 90184L102 983 23,996 SH   SOLE   23,996 0 0
VERIFONE SYSTEMS INC COMMON STOCK USD.01 92342Y109 2,139 58,206 SH   SOLE   58,206 0 0
VERIZON COMMUNICATIONS INC COMMON STOCK USD.1 92343V104 868 17,735 SH   SOLE   17,735 0 0
VISA INC CLASS A SHARES COMMON STOCK USD.0001 92826C839 4,620 21,928 SH   SOLE   21,928 0 0
WALGREEN CO COMMON STOCK USD.078125 931422109 2,802 37,800 SH   SOLE   37,800 0 0
WELLS FARGO + CO COMMON STOCK USD1.666 949746101 952 18,106 SH   SOLE   18,106 0 0
WESTERN UNION CO COMMON STOCK USD.01 959802109 2,933 169,163 SH   SOLE   169,163 0 0