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
Activision Blizzard (ATVI) COM 00507V109 16,066,000 772,790 SH   SOLE   208,790 0 564,000
American Waterworks (AWK) COM 030420103 10,623,000 220,250 SH   SOLE   63,400 0 156,850
Ameriprise Financial Inc. (AMP) COM 03076C106 17,550,000 142,240 SH   SOLE   39,140 0 103,100
Anadarko Petroleum Corp. (APC) COM 032511107 15,804,000 155,800 SH   SOLE   42,550 0 113,250
Apple Computer Inc. (AAPL) COM 037833100 45,047,000 447,120 SH   SOLE   147,150 0 299,970
Bank of America Corp. (BAC) COM 060505104 16,023,000 939,750 SH   SOLE   248,750 0 691,000
Berkshire Hathaway Inc. (BRK/B) COM 084670702 19,941,000 144,350 SH   SOLE   30,800 0 113,550
Blackstone Group LP (BX) COM 09253U108 10,500,000 333,530 SH   SOLE   97,280 0 236,250
Bristol-Myers Squibb Co. (BMY) COM 110122108 1,075,000 21,000 SH   SOLE   21,000 0 0
CVS / Caremark Corp (CVS) COM 126650100 21,952,000 275,815 SH   SOLE   90,675 0 185,140
Cameron International (CAM) COM UNIT LTD 13342B105 11,803,000 177,810 SH   SOLE   57,410 0 120,400
Capital One Financial Corp. (COF) COM 14040H105 18,932,000 231,950 SH   SOLE   63,200 0 168,750
Cardinal Health Inc. (CAH) COM 14149Y108 1,247,000 16,650 SH   SOLE   16,650 0 0
Cerner Corp (CERN) COM 156782104 15,884,000 266,650 SH   SOLE   70,350 0 196,300
Church & Dwight Co. Inc. (CHD) COM 171340102 859,000 12,250 SH   SOLE   12,250 0 0
Colgate-Palmolive Co. (CL) CL B 194162103 1,037,000 15,900 SH   SOLE   15,900 0 0
Dr. Pepper Snapple Group, Inc. (DPS) COM 26138E109 14,303,000 222,400 SH   SOLE   69,750 0 152,650
EOG Resources Inc. (EOG) COM 26875P101 1,030,000 10,400 SH   SOLE   10,400 0 0
Electronic Arts (EA) COM 285512109 840,000 23,600 SH   SOLE   23,600 0 0
Express Scripts Hldg Co (ESRX) COM 30219G108 1,084,000 15,350 SH   SOLE   15,350 0 0
Exxon Mobil Corporation (XOM) COM 30231G102 17,509,000 186,170 SH   SOLE   80,770 0 105,400
FleetCor Technologies Inc. (FLT) COM 339041105 15,598,000 109,750 SH   SOLE   35,700 0 74,050
Gilead Sciences Inc. (GILD) COM 375558103 27,914,000 262,230 SH   SOLE   81,130 0 181,100
Google - A (GOOGL) COM 38259P508 17,929,000 30,470 SH   SOLE   10,870 0 19,600
Google - C W/I (GOOG) COM 38259P706 9,550,000 16,540 SH   SOLE   1,940 0 14,600
HCA Holdings INC (HCA) COM 40412C101 19,830,000 281,190 SH   SOLE   76,290 0 204,900
Home Depot Inc. (HD) COM 437076102 20,293,000 221,200 SH   SOLE   71,100 0 150,100
Honeywell International Inc. (HON) COM 438516106 18,591,000 199,650 SH   SOLE   58,250 0 141,400
Johnson & Johnson (JNJ) COM 478160104 21,131,000 198,250 SH   SOLE   81,150 0 117,100
Kimberly-Clark (KMB) COM 494368103 9,654,000 89,750 SH   SOLE   30,900 0 58,850
Lazard Ltd. (LAZ) COM G54050102 11,503,000 226,880 SH   SOLE   51,455 0 175,425
LyondellBasell Industries NV (LYB) CL A N53745100 15,044,000 138,450 SH   SOLE   39,350 0 99,100
Martin Marietta Mat (MLM) CL C 573284106 14,783,000 114,650 SH   SOLE   30,250 0 84,400
McKesson Corp (MCK) COM 58155Q103 20,676,000 106,210 SH   SOLE   26,460 0 79,750
Microchip Tech. (MCHP) COM 595017104 14,627,000 309,700 SH   SOLE   104,500 0 205,200
Microsoft Corp. (MSFT) CL A 594918104 34,427,000 742,600 SH   SOLE   248,600 0 494,000
Nike Inc. (NKE) COM 654106103 986,000 11,050 SH   SOLE   11,050 0 0
Nucor Corporation (NUE) COM 670346105 798,000 14,700 SH   SOLE   14,700 0 0
Occidental Petroleum Corporation (OXY) SHS A 674599105 11,298,000 117,500 SH   SOLE   44,800 0 72,700
Oracle Corporation (ORCL) COM 68389X105 674,000 17,600 SH   SOLE   17,600 0 0
PPG Industries Inc. (PPG) COM 693506107 9,562,000 48,600 SH   SOLE   15,950 0 32,650
Pfizer Inc. (PFE) COM 717081103 1,477,000 49,950 SH   SOLE   49,950 0 0
Procter & Gamble Co. (PG) COM 742718109 1,800,000 21,500 SH   SOLE   21,500 0 0
Prudential Financial Inc. (PRU) COM 744320102 17,254,000 196,200 SH   SOLE   56,600 0 139,600
Ryder System Inc. (R) COM 783549108 11,341,000 126,050 SH   SOLE   32,250 0 93,800
SPDR Dow Jones Industrial Aver (DIA) COM 78467X109 8,504,000 50,000 SH   SOLE   50,000 0 0
SPDR Trust Series 1 Index Fund (SPY) COM 78462F103 60,298,000 306,050 SH   SOLE   96,450 0 209,600
Salesforce.com (CRM) COM 79466L302 1,047,000 18,200 SH   SOLE   18,200 0 0
Sandisk Corp. (SNDK) UNIT SER 1 80004C101 17,504,000 178,700 SH   SOLE   57,500 0 121,200
Schlumberger Ltd. (SLB) COM NEW 806857108 21,243,000 208,900 SH   SOLE   67,150 0 141,750
Skyworks Solutions Inc. (SWKS) COM 83088M102 1,625,000 28,000 SH   SOLE   28,000 0 0
Steel Dynamics (STLD) COM 858119100 12,739,000 563,445 SH   SOLE   122,070 0 441,375
Tesla Motors (TSLA) COM 88160R101 13,792,000 56,830 SH   SOLE   18,180 0 38,650
The Walt Disney Co. (DIS) COM 254687106 21,293,000 239,170 SH   SOLE   72,470 0 166,700
Time Warner Inc. (TWX) S&P BK ETF 887317303 18,163,000 241,500 SH   SOLE   65,800 0 175,700
Trinity Industries 896522109 (TRN) TR UNIT 896522109 10,899,000 233,290 SH   SOLE   63,190 0 170,100
US Silica Holdings (SLCA) COM 90346E103 3,849,000 61,580 SH   SOLE   16,780 0 44,800
Union Pacific Corp. (UNP) COM 907818108 21,614,000 199,350 SH   SOLE   63,350 0 136,000
United Rentals (URI) COM 911363109 14,361,000 129,260 SH   SOLE   34,260 0 95,000
Visa 'A' (V) COM 92826C839 14,541,000 68,150 SH   SOLE   20,950 0 47,200
Wells Fargo Company (WFC) COM 949746101 25,538,000 492,350 SH   SOLE   138,100 0 354,250
WhiteWave Foods Co 966244105 (WWAV) COM DISNEY 966244105 8,412,000 231,550 SH   SOLE   60,950 0 170,600