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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AbbVie, Inc. COM 00287Y109   1,057 20,555 SH   SOLE   20,555 0 0
Adobe Systems COM 00724F101   2,169 33,000 SH   SOLE   33,000 0 0
Allergan Inc COM 018490102   734 5,918 SH   SOLE   5,918 0 0
Alliance Data Systems Corp COM 018581108   1,024 3,760 SH   SOLE   3,760 0 0
Amazon.com, Inc. COM 023135106   5,277 15,680 SH   SOLE   15,680 0 0
Ambev SA ADR 02319V103   475 64,100 SH   SOLE   64,100 0 0
American Express Company COM 025816109   1,841 20,445 SH   SOLE   20,445 0 0
Ameriprise Financial, Inc. COM 03076C106   2,739 24,885 SH   SOLE   24,885 0 0
Amphenol Corp. COM 032095101   2,473 26,980 SH   SOLE   26,980 0 0
Apple Computer, Inc. COM 037833100   3,445 6,419 SH   SOLE   6,419 0 0
Avago Technologies Ltd COM Y0486S104   1,932 30,000 SH   DFND 1 0 30,000 0
Baidu, Inc. ADR 056752108   594 3,900 SH   SOLE   3,900 0 0
Baidu, Inc. ADR 056752108   1,295 8,500 SH   DFND 1 0 8,500 0
Banco Bradesco S.A. ADR ADR 059460303   235 17,160 SH   SOLE   17,160 0 0
Biogen Idec, Inc. COM 09062X103   3,885 12,700 SH   SOLE   12,700 0 0
Blackstone Group LP LP 09253U108   6,383 191,970 SH   SOLE   191,970 0 0
Boeing Company COM 097023105   3,491 27,820 SH   SOLE   27,820 0 0
CBS Corporation COM 124857202   1,581 25,575 SH   SOLE   25,575 0 0
CEMEX ADR ADR 151290889   714 56,500 SH   SOLE   56,500 0 0
Cerner Corporation COM 156782104   1,309 23,265 SH   SOLE   23,265 0 0
Coca-Cola Enterprises, Inc. COM 19122T109   1,470 30,780 SH   SOLE   30,780 0 0
Cognizant Technology Solutions COM 192446102   1,223 24,175 SH   SOLE   24,175 0 0
Colgate Palmolive COM 194162103   858 13,230 SH   SOLE   13,230 0 0
Costco Wholesale Corporation COM 22160K105   1,058 9,475 SH   SOLE   9,475 0 0
Credicorp Limited COM G2519Y108   262 1,900 SH   SOLE   1,900 0 0
Cummins, Inc. COM 231021106   3,685 24,735 SH   SOLE   24,735 0 0
CVS Caremark Corp. COM 126650100   1,696 22,660 SH   SOLE   22,660 0 0
Dow Chemical Company COM 260543103   4,061 83,575 SH   SOLE   83,575 0 0
Embraer SA ADR ADR 29082A107   160 4,500 SH   SOLE   4,500 0 0
EOG Resources Inc COM 26875P101   953 4,856 SH   SOLE   4,856 0 0
Facebook, Inc. COM 30303M102   1,818 30,180 SH   SOLE   30,180 0 0
Gilead Sciences, Inc. COM 375558103   1,641 23,155 SH   SOLE   23,155 0 0
Google Inc., Class A COM 38259P508   6,095 5,469 SH   SOLE   5,469 0 0
Grupo Televisa S.A. ADR 40049J206   163 4,900 SH   SOLE   4,900 0 0
Helmerich & Payne COM 423452101   1,715 15,940 SH   SOLE   15,940 0 0
Icici Bank ADR ADR 45104G104   329 7,500 SH   SOLE   7,500 0 0
ICON PLC COM G4705A100   76 1,600 SH   SOLE   1,600 0 0
IDEXX Laboratiroes Inc. COM 45168D104   986 8,125 SH   SOLE   8,125 0 0
JP Morgan Chase & Co. COM 46625H100   977 16,100 SH   SOLE   16,100 0 0
Lockheed Martin Corporation COM 539830109   1,453 8,900 SH   SOLE   8,900 0 0
Market Vectors Vietnam ETF COM 57060U761   2,169 100,000 SH   DFND 1 0 100,000 0
MasterCard, Inc. COM 57636Q104   2,762 36,970 SH   SOLE   36,970 0 0
McKesson Corporation COM 58155Q103   3,132 17,740 SH   SOLE   17,740 0 0
New Oriental Education & Technology Group Inc ADR 647581107   299 10,200 SH   SOLE   10,200 0 0
Nike, Inc. Class B COM 654106103   1,437 19,450 SH   SOLE   19,450 0 0
Northrop Grumman Corp COM 666807102   2,894 23,460 SH   SOLE   23,460 0 0
Perrigo Company COM G97822103   1,605 10,375 SH   SOLE   10,375 0 0
Precision Castparts Corp. COM 740189105   1,020 4,036 SH   SOLE   4,036 0 0
Qihoo 360 Technology Co., Ltd. ADR 74734M109   1,006 10,100 SH   SOLE   10,100 0 0
Qihoo 360 Technology Co., Ltd. ADR 74734M109   1,593 16,000 SH   DFND 1 0 16,000 0
Raytheon Company COM 755111507   1,347 13,630 SH   SOLE   13,630 0 0
Tata Motors Ltd ADR 876568502   120 3,400 SH   SOLE   3,400 0 0
The Priceline Group, Inc. COM 741503403   1,727 1,449 SH   SOLE   1,449 0 0
The Walt Disney Company COM 254687106   1,838 22,960 SH   SOLE   22,960 0 0
TJX Companies, Inc. COM 872540109   1,496 24,660 SH   SOLE   24,660 0 0
Union Pacific Corp. COM 907818108   4,497 23,965 SH   SOLE   23,965 0 0
United Technologies Corp. COM 913017109   1,838 15,735 SH   SOLE   15,735 0 0
Viacom, Inc. COM 92553P201   2,608 30,690 SH   SOLE   30,690 0 0
Vipshop Holdings Ltd. ADR 92763W103   209 1,400 SH   SOLE   1,400 0 0
Visa, Inc. COM 92826C839   1,785 8,270 SH   SOLE   8,270 0 0
Vulcan Materials Company COM 929160109   1,872 28,175 SH   SOLE   28,175 0 0
Wells Fargo Company COM 949746101   895 18,000 SH   SOLE   18,000 0 0
Workday, Inc. COM 98138H101   990 10,830 SH   SOLE   10,830 0 0
Xilinx COM 983919101   1,404 25,865 SH   SOLE   25,865 0 0
Yandex NV COM N97284108   190 6,300 SH   SOLE   6,300 0 0