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
Alexion Pharmaceuticals, Inc. COM 015351109 1,939 12,400 SH   SOLE   12,400 0 0
Amazon.com, Inc. COM 023135106 2,283 4,460 SH   SOLE   4,460 0 0
Amgen, Inc. COM 031162100 1,210 8,750 SH   SOLE   8,750 0 0
Amphenol Corp. COM 032095101 2,085 40,825 SH   SOLE   40,825 0 0
Apple Computer, Inc. COM 037833100 3,859 34,985 SH   SOLE   34,985 0 0
Avago Technologies, Ltd. COM Y0486S104 75 600 SH   SOLE   600 0 0
Baidu, Inc. ADR 056752108 173 1,260 SH   SOLE   1,260 0 0
Biogen Idec, Inc. COM 09062X103 730 2,500 SH   SOLE   2,500 0 0
Blackstone Group LP COM 09253U108 2,929 92,475 SH   SOLE   92,475 0 0
Celgene Corporation COM 151020104 1,101 10,175 SH   SOLE   10,175 0 0
Charles Schwab COM 808513105 2,478 86,750 SH   SOLE   86,750 0 0
Cognizant Technology Solutions COM 192446102 2,007 32,050 SH   SOLE   32,050 0 0
Credicorp Limited COM G2519Y108 170 1,600 SH   SOLE   1,600 0 0
Cummins, Inc. COM 231021106 2,277 20,975 SH   SOLE   20,975 0 0
CVS Caremark Corp. COM 126650100 1,522 15,775 SH   SOLE   15,775 0 0
Expedia Inc COM 30212P303 2,930 24,900 SH   SOLE   24,900 0 0
Facebook, Inc. COM 30303M102 3,636 40,450 SH   SOLE   40,450 0 0
Fiserv, Inc. COM 337738108 1,230 14,200 SH   SOLE   14,200 0 0
Fomento Economico Mex-SP ADR ADR 344419106 241 2,700 SH   SOLE   2,700 0 0
Gilead Sciences, Inc. COM 375558103 2,521 25,675 SH   SOLE   25,675 0 0
Goldman Sachs Group, Inc. COM 38141G104 3,271 18,825 SH   SOLE   18,825 0 0
Google Inc., Class A COM 38259P508 575 900 SH   SOLE   900 0 0
Grupo Televisa S.A. ADR 40049J206 247 9,500 SH   SOLE   9,500 0 0
HDFC Bank Ltd. ADR ADR 40415F101 819 13,400 SH   SOLE   13,400 0 0
Home Depot, Inc. COM 437076102 2,546 22,045 SH   SOLE   22,045 0 0
ICON PLC COM G4705A100 114 1,600 SH   SOLE   1,600 0 0
Intercontinental Exchange, Inc COM 45866F104 1,610 6,850 SH   SOLE   6,850 0 0
iShares MSCI Emerging Mkt Asia ETF 464286426 2,312 46,000 SH   SOLE   46,000 0 0
JD.com ADR 47215P106 1,394 53,500 SH   SOLE   53,500 0 0
JD.com ADR 47215P106 2,452 94,100 SH   DFND   0 90,100 0
Kroger Company COM 501044101 1,824 50,575 SH   SOLE   50,575 0 0
Lam Research Corp. COM 512807108 1,882 28,800 SH   SOLE   28,800 0 0
Lockheed Martin Corporation COM 539830109 1,415 6,825 SH   SOLE   6,825 0 0
Lowe's Companies COM 548661107 2,585 37,505 SH   SOLE   37,505 0 0
Market Vectors Vietnam ETF ETF 57060U761 745 48,100 SH   SOLE   48,100 0 0
McKesson Corporation COM 58155Q103 1,515 8,175 SH   SOLE   8,175 0 0
Medtronic COM G5960L103 1,873 27,825 SH   SOLE   27,825 0 0
Mobileye NV COM N51488117 200 4,400 SH   SOLE   4,400 0 0
Morgan Stanley COM 617446448 3,097 98,325 SH   SOLE   98,325 0 0
Nike, Inc. Class B COM 654106103 1,682 13,650 SH   SOLE   13,650 0 0
Northrop Grumman Corp COM 666807102 2,626 15,825 SH   SOLE   15,825 0 0
NXP Semiconductor NV COM N6596X109 78 900 SH   SOLE   900 0 0
Regeneron Pharmaceuticals Inc. COM 75886F107 2,049 4,405 SH   SOLE   4,405 0 0
Roper Industries, Inc. COM 776696106 1,536 9,800 SH   SOLE   9,800 0 0
Taiwan Semiconductor ADR ADR 874039100 176 8,500 SH   SOLE   8,500 0 0
Texas Instruments, Inc. COM 882508104 1,809 36,525 SH   SOLE   36,525 0 0
The Priceline Group, Inc. COM 741503403 1,688 1,365 SH   SOLE   1,365 0 0
The Walt Disney Company COM 254687106 1,640 16,050 SH   SOLE   16,050 0 0
Union Pacific Corp. COM 907818108 2,504 28,325 SH   SOLE   28,325 0 0
Wells Fargo Company COM 949746101 2,063 40,175 SH   SOLE   40,175 0 0