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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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 12,279 345,693 SH   SOLE   345,693 0 0
Accenture COM G1151C101 46,165 477,006 SH   SOLE   477,006 0 0
Adobe Systems COM 00724F101 28,652 353,690 SH   SOLE   353,690 0 0
Akamai Technologies COM 00971T101 37,442 536,270 SH   SOLE   536,270 0 0
American Express COM 025816109 9,577 123,220 SH   SOLE   123,220 0 0
American Tower COM 03027X100 37,624 403,306 SH   SOLE   403,306 0 0
Amphenol COM 032095101 38,555 665,094 SH   SOLE   665,094 0 0
Anthem Inc. COM 036752103 6,933 42,236 SH   SOLE   42,236 0 0
Apple COM 037833100 63,216 504,014 SH   SOLE   504,014 0 0
BP PLC COM 055622104 6,745 168,785 SH   SOLE   168,785 0 0
Bank of America COM 060505104 11,881 698,065 SH   SOLE   698,065 0 0
Baxter International COM 071813109 10,521 150,450 SH   SOLE   150,450 0 0
Becton Dickinson COM 075887109 10,435 73,668 SH   SOLE   73,668 0 0
BioMarin Pharmaceuticals COM 09061G101 31,486 230,195 SH   SOLE   230,195 0 0
BlackRock COM 09247X101 43,477 125,662 SH   SOLE   125,662 0 0
Boardwalk Pipeline Partners COM 096627104 11,615 799,918 SH   SOLE   799,918 0 0
Bristol Myers Squibb COM 110122108 214 3,222 SH   SOLE   3,222 0 0
Cabot Oil & Gas COM 127097103 43,372 1,375,130 SH   SOLE   1,375,130 0 0
Chesapeake Energy Corp COM 165167107 7,077 633,551 SH   SOLE   633,551 0 0
Chicago Bridge & Iron Co COM 167250109 9,071 181,280 SH   SOLE   181,280 0 0
Chubb COM 171232101 11,900 125,076 SH   SOLE   125,076 0 0
Cisco Systems COM 17275R102 13,148 478,822 SH   SOLE   478,822 0 0
Colgate-Palmolive COM 194162103 43,432 663,997 SH   SOLE   663,997 0 0
Cooper Companies COM 216648402 38,432 215,945 SH   SOLE   215,945 0 0
Cummins COM 231021106 36,320 276,849 SH   SOLE   276,849 0 0
Danaher COM 235851102 52,126 609,024 SH   SOLE   609,024 0 0
DirecTV COM 25490A309 11,395 122,807 SH   SOLE   122,807 0 0
Dow Chemical COM 260543103 12,357 241,488 SH   SOLE   241,488 0 0
Dupont (EI) deNemours COM 263534109 9,479 148,222 SH   SOLE   148,222 0 0
E M C Corporation COM 268648102 13,770 521,789 SH   SOLE   521,789 0 0
EOG Resources COM 26875P101 31,491 359,691 SH   SOLE   359,691 0 0
Eaton COM G29183103 11,549 171,118 SH   SOLE   171,118 0 0
Enbridge COM 29250N105 38,334 819,280 SH   SOLE   819,280 0 0
Express Scripts COM 30219G108 46,947 527,846 SH   SOLE   527,846 0 0
FMC Corp COM 302491303 35,419 674,008 SH   SOLE   674,008 0 0
Fiserv COM 337738108 54,933 663,205 SH   SOLE   663,205 0 0
Gannett spin-W/I COM 36473H104 2,478 177,129 SH   SOLE   177,129 0 0
General Electric COM 369604103 14,423 542,827 SH   SOLE   542,827 0 0
Genl Dynamics Corp COM 369550108 12,001 84,697 SH   SOLE   84,697 0 0
Gilead Sciences COM 375558103 42,544 363,379 SH   SOLE   363,379 0 0
Google Class A COM 38259P508 43,306 80,190 SH   SOLE   80,190 0 0
Hewlett Packard COM 428236103 12,136 404,401 SH   SOLE   404,401 0 0
Intel COM 458140100 11,474 377,251 SH   SOLE   377,251 0 0
Intl Business Machines COM 459200101 14,657 90,111 SH   SOLE   90,111 0 0
JPMorgan Chase COM 46625H100 206 3,036 SH   SOLE   3,036 0 0
Johnson & Johnson COM 478160104 11,161 114,518 SH   SOLE   114,518 0 0
LKQ Corporation COM 501889208 40,583 1,341,795 SH   SOLE   1,341,795 0 0
Loews COM 540424108 12,471 323,841 SH   SOLE   323,841 0 0
Marsh & McLennan COM 571748102 10,668 188,141 SH   SOLE   188,141 0 0
Medivation COM 58501N101 31,640 277,060 SH   SOLE   277,060 0 0
Nike COM 654106103 42,151 390,218 SH   SOLE   390,218 0 0
Praxair COM 74005P104 38,319 320,527 SH   SOLE   320,527 0 0
Republic Services, Inc. COM 760759100 10,814 276,068 SH   SOLE   276,068 0 0
Stanley Black & Decker Inc. COM 854502101 13,350 126,856 SH   SOLE   126,856 0 0
Sysco COM 871829107 11,116 307,912 SH   SOLE   307,912 0 0
Tegna Inc. COM 87901J105 11,362 354,273 SH   SOLE   354,273 0 0
Tupperware Brands COM 899896104 10,693 165,681 SH   SOLE   165,681 0 0
United Technologies COM 913017109 49,148 443,051 SH   SOLE   443,051 0 0
UnitedHealth Group COM 91324P102 6,713 55,028 SH   SOLE   55,028 0 0
VF Corp COM 918204108 44,423 636,980 SH   SOLE   636,980 0 0
Verisk Analytics COM 92345Y106 37,468 514,952 SH   SOLE   514,952 0 0
Visa COM 92826C839 51,598 768,400 SH   SOLE   768,400 0 0
Walt Disney COM 254687106 422 3,693 SH   SOLE   3,693 0 0
Wells Fargo COM 949746101 14,669 260,829 SH   SOLE   260,829 0 0
Western Union COM 959802109 9,980 490,897 SH   SOLE   490,897 0 0