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
AT&T COM 00206R102 456 13,958 SH   SOLE   13,958 0 0
Accenture COM G1151C101 32,501 346,900 SH   SOLE   346,900 0 0
Adobe Systems COM 00724F101 18,337 247,996 SH   SOLE   247,996 0 0
Akamai Technologies COM 00971T101 29,605 416,705 SH   SOLE   416,705 0 0
American Express COM 025816109 379 4,854 SH   SOLE   4,854 0 0
American Tower COM 03027X100 26,285 279,184 SH   SOLE   279,184 0 0
Amphenol COM 032095101 28,326 480,680 SH   SOLE   480,680 0 0
Anthem Inc. COM 036752103 206 1,331 SH   SOLE   1,331 0 0
Apple COM 037833100 40,890 328,619 SH   SOLE   328,619 0 0
Bank of America COM 060505104 286 18,555 SH   SOLE   18,555 0 0
Baxter International COM 071813109 27,374 399,617 SH   SOLE   399,617 0 0
Becton Dickinson COM 075887109 270 1,878 SH   SOLE   1,878 0 0
BioMarin Pharmaceuticals COM 09061G101 31,959 256,455 SH   SOLE   256,455 0 0
BlackRock COM 09247X101 23,157 63,297 SH   SOLE   63,297 0 0
Boardwalk Pipeline Partners COM 096627104 369 22,943 SH   SOLE   22,943 0 0
Bristol Myers Squibb COM 110122108 208 3,222 SH   SOLE   3,222 0 0
Cabot Oil & Gas COM 127097103 32,765 1,109,555 SH   SOLE   1,109,555 0 0
Chesapeake Energy Corp COM 165167107 232 16,416 SH   SOLE   16,416 0 0
Chicago Bridge & Iron Co COM 167250109 206 4,180 SH   SOLE   4,180 0 0
Chubb COM 171232101 378 3,736 SH   SOLE   3,736 0 0
Church & Dwight COM 171340102 207 2,420 SH   SOLE   2,420 0 0
Cisco Systems COM 17275R102 363 13,177 SH   SOLE   13,177 0 0
Colgate-Palmolive COM 194162103 30,833 444,669 SH   SOLE   444,669 0 0
Cooper Companies COM 216648402 29,146 155,510 SH   SOLE   155,510 0 0
Cummins COM 231021106 24,503 176,738 SH   SOLE   176,738 0 0
Danaher COM 235851102 35,732 420,873 SH   SOLE   420,873 0 0
DirecTV COM 25490A309 261 3,062 SH   SOLE   3,062 0 0
Dow Chemical COM 260543103 319 6,658 SH   SOLE   6,658 0 0
Dupont (EI) deNemours COM 263534109 289 4,037 SH   SOLE   4,037 0 0
E M C Corporation COM 268648102 347 13,594 SH   SOLE   13,594 0 0
EOG Resources COM 26875P101 23,242 253,484 SH   SOLE   253,484 0 0
Eaton COM G29183103 318 4,678 SH   SOLE   4,678 0 0
Enbridge COM 29250N105 25,510 525,980 SH   SOLE   525,980 0 0
Express Scripts COM 30219G108 32,098 369,926 SH   SOLE   369,926 0 0
FMC Corp COM 302491303 25,396 443,598 SH   SOLE   443,598 0 0
Fiserv COM 337738108 38,920 490,173 SH   SOLE   490,173 0 0
Gannett COM 364730101 368 9,933 SH   SOLE   9,933 0 0
General Electric COM 369604103 433 17,470 SH   SOLE   17,470 0 0
Genl Dynamics Corp COM 369550108 375 2,762 SH   SOLE   2,762 0 0
Gilead Sciences COM 375558103 24,648 251,174 SH   SOLE   251,174 0 0
Google Class A COM 38259P508 28,983 52,249 SH   SOLE   52,249 0 0
Hewlett Packard COM 428236103 338 10,846 SH   SOLE   10,846 0 0
Intel COM 458140100 331 10,591 SH   SOLE   10,591 0 0
Intl Business Machines COM 459200101 389 2,426 SH   SOLE   2,426 0 0
Johnson & Johnson COM 478160104 646 6,423 SH   SOLE   6,423 0 0
LKQ Corporation COM 501889208 22,890 895,525 SH   SOLE   895,525 0 0
Loews COM 540424108 384 9,401 SH   SOLE   9,401 0 0
Marsh & McLennan COM 571748102 242 4,308 SH   SOLE   4,308 0 0
Nike COM 654106103 27,997 279,048 SH   SOLE   279,048 0 0
Praxair COM 74005P104 28,280 234,220 SH   SOLE   234,220 0 0
Precision Castparts COM 740189105 26,057 124,080 SH   SOLE   124,080 0 0
Republic Services, Inc. COM 760759100 281 6,933 SH   SOLE   6,933 0 0
Schlumberger COM 806857108 529 6,341 SH   SOLE   6,341 0 0
Stanley Black & Decker Inc. COM 854502101 318 3,331 SH   SOLE   3,331 0 0
Sysco COM 871829107 288 7,642 SH   SOLE   7,642 0 0
Targa Resources COM 87612G101 235 2,450 SH   SOLE   2,450 0 0
Tupperware Brands COM 899896104 214 3,106 SH   SOLE   3,106 0 0
United Technologies COM 913017109 33,952 289,696 SH   SOLE   289,696 0 0
UnitedHealth Group COM 91324P102 222 1,878 SH   SOLE   1,878 0 0
VF Corp COM 918204108 32,532 431,970 SH   SOLE   431,970 0 0
Verisk Analytics COM 92345Y106 25,006 350,221 SH   SOLE   350,221 0 0
Visa COM 92826C839 35,525 543,120 SH   SOLE   543,120 0 0
Walt Disney COM 254687106 424 4,038 SH   SOLE   4,038 0 0
Wells Fargo COM 949746101 395 7,259 SH   SOLE   7,259 0 0
Western Union COM 959802109 369 17,737 SH   SOLE   17,737 0 0
XL Group COM G98290102 436 11,850 SH   SOLE   11,850 0 0