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
ACCENTURE PLC IRELAND SHS CLASS A COM G1151C101 103,283 1,402,538 SH   SOLE   1,369,188 0 33,350
ALLERGAN INC COM COM 018490102 48,446 535,607 SH   SOLE   517,127 0 18,480
AMPHENOL CORP NEW CL A COM 032095101 124,375 1,607,327 SH   SOLE   1,563,952 0 43,375
ANSYS INC COM COM 03662Q105 80,614 931,740 SH   SOLE   895,100 0 36,640
APPLE INC COM COM 037833100 109,628 229,949 SH   SOLE   224,514 0 5,435
AUTOMATIC DATA PROCESSING INC COM 053015103 1,806 24,950 SH   SOLE   24,950 0 0
BERKSHIRE HATHAWAY INC DEL CL B COM 084670702 749 6,600 SH   SOLE   6,600 0 0
BOEING CO COM COM 097023105 529 4,500 SH   SOLE   4,500 0 0
CELGENE CORP COM COM 151020104 102,831 667,139 SH   SOLE   642,909 0 24,230
CHESAPEAKE ENERGY CORP COM COM 165167107 2,666 103,000 SH   SOLE   103,000 0 0
CHIPOTLE MEXICAN GRILL INC COM COM 169656105 369 860 SH   SOLE   860 0 0
COVIDIEN PLC SHS COM G2554F113 94,434 1,549,623 SH   SOLE   1,498,823 0 50,800
ECOLAB INC COM COM 278865100 100,112 1,013,692 SH   SOLE   989,242 0 24,450
EXPRESS SCRIPTS HOLDING CO COM 30219G108 85,771 1,387,887 SH   SOLE   1,346,737 0 41,150
FASTENAL CO COM COM 311900104 449 8,925 SH   SOLE   8,925 0 0
FREEPORT-MCMORAN COPPER & GOLD COM 35671D857 1,323 40,000 SH   SOLE   40,000 0 0
HDFC BANK LTD ADR REPS 3 SHS ADR 40415F101 214 6,950 SH   SOLE   3,875 0 3,075
LKQ CORP COM 501889208 695 21,800 SH   SOLE   21,800 0 0
MASTERCARD INC CL A COM 57636Q104 107,508 159,796 SH   SOLE   154,211 0 5,585
NETAPP INC COM COM 64110D104 31,613 741,732 SH   SOLE   723,657 0 18,075
PRAXAIR INC COM COM 74005P104 75,770 630,311 SH   SOLE   607,466 0 22,845
PRECISION CASTPARTS CORP COM COM 740189105 101,015 444,529 SH   SOLE   429,539 0 14,990
PROCTER & GAMBLE CO COM COM 742718109 28,243 373,633 SH   SOLE   362,308 0 11,325
RALPH LAUREN CORP CL A COM 751212101 131,220 796,574 SH   SOLE   777,014 0 19,560
SCHWAB CHARLES CORP NEW COM COM 808513105 102,176 4,833,305 SH   SOLE   4,660,805 0 172,500
SENSATA TECHNOLOGIES HLDG BV A COM N7902X106 97,812 2,555,837 SH   SOLE   2,480,537 0 75,300
V F CORP COM COM 918204108 153,220 769,756 SH   SOLE   745,851 0 23,905
VERISK ANALYTICS INC COM 92345Y106 105,950 1,631,011 SH   SOLE   1,573,836 0 57,175
YUM BRANDS INC COM COM 988498101 96,680 1,354,253 SH   SOLE   1,308,703 0 45,550