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
3M CO COM 88579Y101 447 2,709 SH   SOLE   0 0 2,709
AETNA INC NEW COM 00817Y108 219 2,058 SH   SOLE   0 0 2,058
AFLAC INC COM 001055102 7,277 113,692 SH   SOLE   66,324 0 47,368
ALLIANCE DATA SYSTEMS CORP COM 018581108 3,259 11,002 SH   SOLE   2,790 0 8,212
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 1,922 18,407 SH   SOLE   10,750 0 7,657
APPLE INC COM 037833100 6,168 49,570 SH   SOLE   35,700 0 13,870
AQUA AMERICA INC COM 03836W103 988 37,500 SH   SOLE   37,500 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 2,836 59,840 SH   SOLE   52,492 0 7,348
AT&T INC COM 00206R102 403 12,351 SH   SOLE   0 0 12,351
BANK NEW YORK MELLON CORP COM 064058100 409 10,161 SH   SOLE   0 0 10,161
BRISTOL MYERS SQUIBB CO COM 110122108 312 4,838 SH   SOLE   0 0 4,838
CARNIVAL CORP PAIRED CTF 143658300 574 12,000 SH   SOLE   8,000 0 4,000
CELGENE CORP COM 151020104 4,433 38,452 SH   SOLE   24,700 0 13,752
CHUBB CORP COM 171232101 1,638 16,200 SH   SOLE   14,300 0 1,900
CHURCH & DWIGHT INC COM 171340102 1,217 14,252 SH   SOLE   800 0 13,452
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3,147 50,435 SH   SOLE   11,460 0 38,975
CORNING INC COM 219350105 454 20,000 SH   SOLE   20,000 0 0
CST BRANDS INC COM 12646R105 1,508 34,400 SH   SOLE   7,940 0 26,460
CSX CORP COM 126408103 251 7,576 SH   SOLE   0 0 7,576
DEVON ENERGY CORP NEW COM 25179M103 1,980 32,825 SH   SOLE   18,500 0 14,325
DIAGEO P L C SPON ADR NEW 25243Q205 361 3,266 SH   SOLE   1,900 0 1,366
DISH NETWORK CORP CL A 25470M109 1,401 20,000 SH   SOLE   20,000 0 0
DISNEY WALT CO COM DISNEY 254687106 5,778 55,091 SH   SOLE   18,445 0 36,646
DOLLAR GEN CORP NEW COM 256677105 5,109 67,775 SH   SOLE   16,480 0 51,295
DU PONT E I DE NEMOURS & CO COM 263534109 259 3,626 SH   SOLE   0 0 3,626
ECHOSTAR CORP CL A 278768106 341 6,590 SH   SOLE   6,100 0 490
ERICSSON ADR B SEK 10 294821608 857 68,306 SH   SOLE   35,960 0 32,346
EXXON MOBIL CORP COM 30231G102 2,868 33,738 SH   SOLE   0 0 33,738
GENERAL ELECTRIC CO COM 369604103 1,630 65,705 SH   SOLE   23,700 0 42,005
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 1,577 34,181 SH   SOLE   20,600 0 13,581
INTEL CORP COM 458140100 1,450 46,368 SH   SOLE   25,900 0 20,468
INTERNATIONAL BUSINESS MACHS COM 459200101 2,173 13,536 SH   SOLE   11,500 0 2,036
JACOBS ENGR GROUP INC DEL COM 469814107 2,396 53,045 SH   SOLE   31,050 0 21,995
JOHNSON & JOHNSON COM 478160104 245 2,439 SH   SOLE   0 0 2,439
JPMORGAN CHASE & CO COM 46625H100 1,956 32,285 SH   SOLE   30,000 0 2,285
KIMCO RLTY CORP COM 49446R109 1,083 40,320 SH   SOLE   0 0 40,320
LIBERTY GLOBAL PLC SHS CL C G5480U120 237 4,758 SH   SOLE   0 0 4,758
LILLY ELI & CO COM 532457108 2,169 29,850 SH   SOLE   18,300 0 11,550
LIVE NATION ENTERTAINMENT IN COM 538034109 2,432 96,385 SH   SOLE   23,880 0 72,505
LOCKHEED MARTIN CORP COM 539830109 5,062 24,943 SH   SOLE   12,500 0 12,443
MARKEL CORP COM 570535104 308 400 SH   SOLE   0 0 400
MASCO CORP COM 574599106 1,335 50,000 SH   SOLE   50,000 0 0
MERCK & CO INC NEW COM 58933Y105 4,818 83,812 SH   SOLE   53,000 0 30,812
MICROSOFT CORP COM 594918104 2,935 72,191 SH   SOLE   47,700 0 24,491
PEPSICO INC COM 713448108 3,534 36,962 SH   SOLE   26,250 0 10,712
PFIZER INC COM 717081103 554 15,915 SH   SOLE   0 0 15,915
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 239 4,900 SH   SOLE   0 0 4,900
POTASH CORP SASK INC COM 73755L107 2,235 69,305 SH   SOLE   16,485 0 52,820
PROCTER & GAMBLE CO COM 742718109 298 3,640 SH   SOLE   0 0 3,640
PROSHARES TR PSHS ULSHT SP500 74347B300 242 11,367 SH   SOLE   7,925 0 3,442
PROSHARES TR PSHS SHTRUSS2000 74347R826 2,241 152,750 SH   SOLE   97,200 0 55,550
PROSHARES TR II ULTRASHORT YEN N 74347W569 5,624 63,250 SH   SOLE   11,210 0 52,040
PROSHARES TR II ULTRASHRT EURO 74347W882 4,427 164,285 SH   SOLE   28,145 0 136,140
QUALCOMM INC COM 747525103 693 10,000 SH   SOLE   10,000 0 0
RALPH LAUREN CORP CL A 751212101 1,084 8,240 SH   SOLE   1,957 0 6,283
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 2,281 38,234 SH   SOLE   16,600 0 21,634
SANDISK CORP COM 80004C101 1,231 19,350 SH   SOLE   16,000 0 3,350
SCHLUMBERGER LTD COM 806857108 3,664 43,915 SH   SOLE   30,000 0 13,915
SPDR GOLD TRUST GOLD SHS 78463V107 2,194 19,305 SH   SOLE   11,950 0 7,355
TOOTSIE ROLL INDS INC COM 890516107 778 22,940 SH   SOLE   11,487 0 11,453
TWENTY FIRST CENTY FOX INC CL B 90130A200 658 20,000 SH   SOLE   20,000 0 0
UNILEVER N V N Y SHS NEW 904784709 3,751 89,812 SH   SOLE   28,257 0 61,555
UNITED PARCEL SERVICE INC CL B 911312106 5,106 52,668 SH   SOLE   12,480 0 40,188
UNITED STATES STL CORP NEW COM 912909108 991 40,600 SH   SOLE   30,800 0 9,800
UNITED TECHNOLOGIES CORP COM 913017109 4,227 36,063 SH   SOLE   25,500 0 10,563
VERIZON COMMUNICATIONS INC COM 92343V104 320 6,576 SH   SOLE   0 0 6,576
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 901 30,600 SH   SOLE   6,715 0 23,885
YUM BRANDS INC COM 988498101 237 3,005 SH   SOLE   2,000 0 1,005