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 COMPANY COM 88579Y101 1,931 13,632 SH   SOLE   13,632 0 0
ABBOTT LABORATORIES COM 002824100 987 23,742 SH   SOLE   23,742 0 0
ABBVIE INC. COM 00287Y109 1,402 24,267 SH   SOLE   24,267 0 0
ACTAVIS PLC SHS G0083B108 4,854 20,118 SH   SOLE   14,632 0 5,486
AFFILIATED MANAGERS GRP. COM 008252108 239 1,191 SH   SOLE   1,191 0 0
ALLIANCE DATA SYSTEMS COM 018581108 4,364 17,576 SH   SOLE   13,946 0 3,630
AMBEV SA SPONSORED ADR 02319V103 884 134,971 SH   SOLE   125,691 0 9,280
AMERICAN EXPRESS COMPANY COM 025816109 263 3,000 SH   SOLE   3,000 0 0
AMETEK INC NEW COM 031100100 5,223 104,019 SH   SOLE   80,349 0 23,670
APPLE INC. COM 037833100 6,889 68,375 SH   SOLE   57,623 0 10,752
AVAGO TECHNOLOGIES LTD. SHS Y0486S104 217 2,493 SH   SOLE   2,037 0 456
B/E AEROSPACE INC. COM 073302101 4,321 51,472 SH   SOLE   40,592 0 10,880
BAIDU INC. SPON ADR REP A 056752108 926 4,241 SH   SOLE   4,241 0 0
BERKSHIRE HATHAWAY CL B NEW 084670702 3,057 22,130 SH   SOLE   22,130 0 0
BIOGEN IDEC INC. COM 09062X103 6,354 19,207 SH   SOLE   15,877 0 3,330
BRISTOL-MYERS SQUIBB CO. COM 110122108 614 12,000 SH   SOLE   12,000 0 0
BT GROUP PLC ADR 05577E101 204 3,325 SH   SOLE   2,825 0 500
CANADIAN PACIFIC RAILWAY LTD. COM 13645T100 6,272 30,231 SH   SOLE   23,896 0 6,335
CELGENE CORP. COM 151020104 2,158 22,768 SH   SOLE   18,368 0 4,400
CERNER CORP. COM 156782104 1,094 18,364 SH   SOLE   18,364 0 0
CHEVRON CORPORATION COM 166764100 1,832 15,357 SH   SOLE   15,357 0 0
CIMAREX ENERGY CO. COM 171798101 301 2,380 SH   SOLE   1,210 0 1,170
COACH INC. COM 189754104 1,083 30,400 SH   SOLE   30,400 0 0
COCA COLA COMPANY COM 191216100 349 8,182 SH   SOLE   8,182 0 0
COMCAST CORP NEW CL A 20030n101 458 8,523 SH   SOLE   8,523 0 0
CONOCOPHILLIPS COM 20825C104 416 5,438 SH   SOLE   5,438 0 0
CONSTELLATION BRAND INC. CL A 21036P108 2,052 23,547 SH   SOLE   18,047 0 5,500
CONTINENTAL RESOURCES COM 212015101 3,957 59,518 SH   SOLE   45,618 0 13,900
CTRIP COM INTL LTD. AMERICAN DEP SHS 22943F100 452 7,968 SH   SOLE   7,090 0 878
DISCOVER FINANCIAL SVCS. COM 254709108 5,076 78,836 SH   SOLE   62,456 0 16,380
DOMINION RES VA NEW COM 25746U109 1,305 18,884 SH   SOLE   18,884 0 0
E O G RESOURCES INC. COM 26875P101 4,919 49,674 SH   SOLE   40,524 0 9,150
EI DU PONT DE NEMOURS & COMPANY COM 263534109 1,270 17,700 SH   SOLE   17,700 0 0
EMERSON ELECTRIC CO. COM 291011104 329 5,250 SH   SOLE   5,250 0 0
EXPRESS SCRIPTS HLDG CO. COM 30219G108 1,335 18,899 SH   SOLE   18,899 0 0
EXXON MOBIL CORPORATION COM 30231G102 5,368 57,073 SH   SOLE   57,073 0 0
FACEBOOK INC. CL A 30303M102 3,578 45,272 SH   SOLE   36,582 0 8,690
FASTENAL CO. COM 311900104 1,348 30,032 SH   SOLE   30,032 0 0
FIDELITY NATL INFO SVCS. COM 31620M106 799 14,190 SH   SOLE   14,190 0 0
FISERV INC. COM 337738108 4,165 64,434 SH   SOLE   64,434 0 0
GENERAL ELECTRIC COMPANY COM 369604103 316 12,325 SH   SOLE   12,325 0 0
GENERAL MLS INC. COM 370334104 303 6,000 SH   SOLE   6,000 0 0
GOOGLE INC. CL A 38259P508 295 502 SH   SOLE   502 0 0
GOOGLE INC. CL C 38259P706 255 442 SH   SOLE   442 0 0
GRAINGER W W INC. COM 384802104 252 1,000 SH   SOLE   1,000 0 0
HARMAN INTL INDS INC. COM 413086109 4,170 42,535 SH   SOLE   33,145 0 9,390
HDFC BANK LIMITED ADR REPS 3 SHS 40415F101 6,314 135,560 SH   SOLE   110,194 0 25,366
HOME DEPOT INC. COM 437076102 402 4,385 SH   SOLE   4,385 0 0
HONEYWELL INTERNATIONAL COM 438516106 819 8,800 SH   SOLE   8,800 0 0
INTEL CORP. COM 458140100 391 11,240 SH   SOLE   11,240 0 0
INTERNATIONAL FLAV&FRA COM 459506101 288 3,000 SH   SOLE   3,000 0 0
INTL BUSINESS MACHINES COM 459200101 1,091 5,746 SH   SOLE   5,746 0 0
ISHARES MSCI ACWI US ETF 464288240 552 12,135 SH   SOLE   12,035 0 100
ISHARES TR SELECT DIVID ETF 464287168 588 7,960 SH   SOLE   7,960 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 222 5,353 SH   SOLE   4,029 0 1,324
ISHARES TR MSCI EAFE ETF 464287465 372 5,802 SH   SOLE   5,802 0 0
ITAU UNIBANCO BANCO SPON ADR REP PFD 465562106 323 23,304 SH   SOLE   21,204 0 2,100
J M SMUCKER CO. COM NEW 832696405 311 3,146 SH   SOLE   3,146 0 0
JOHNSON & JOHNSON COM 478160104 255 2,395 SH   SOLE   2,395 0 0
KIMBERLY-CLARK CORP. COM 494368103 2,404 22,346 SH   SOLE   22,346 0 0
KOHLS CORP. COM 500255104 336 5,500 SH   SOLE   5,500 0 0
LINCOLN NATIONAL CORP. COM 534187109 355 6,628 SH   SOLE   6,628 0 0
LYONDELLBASELL INDS. SHS - A - N53745100 6,893 63,433 SH   SOLE   51,337 0 12,096
MAGNA INTERNATIONAL INC . COM 559222401 5,477 57,704 SH   SOLE   46,468 0 11,236
MANPOWERGROUP COM 56418H100 682 9,732 SH   SOLE   9,732 0 0
MASTERCARD INC. CL A 57636Q104 3,400 46,000 SH   SOLE   35,700 0 10,300
METHANEX CORP . COM 59151K108 3,808 57,001 SH   SOLE   43,427 0 13,574
MICROSOFT CORP. COM 594918104 775 16,720 SH   SOLE   14,900 0 1,820
NATIONAL PRESTO INDS. COM 637215104 330 5,437 SH   SOLE   5,437 0 0
NEWMONT MINING CORP. COM 651639106 215 9,330 SH   SOLE   9,330 0 0
NOVO-NORDISK A-S ADR 670100205 9,004 189,088 SH   SOLE   167,263 0 21,825
NXP SEMICONDUCTORS NV COM N6596X109 5,797 84,713 SH   SOLE   67,043 0 17,670
OCEANEERING INTL INC. COM 675232102 606 9,300 SH   SOLE   9,300 0 0
PEPSICO INCORPORATED COM 713448108 2,337 25,100 SH   SOLE   25,100 0 0
PERRIGO CO PLC SHS G97822103 631 4,200 SH   SOLE   4,200 0 0
PHILIP MORRIS INTL INC. COM 718172109 584 7,000 SH   SOLE   7,000 0 0
PHILLIPS 66 COM 718546104 259 3,182 SH   SOLE   3,182 0 0
POLARIS INDUSTRIES INC. COM 731068102 5,023 33,533 SH   SOLE   28,823 0 4,710
POLYONE CORP. COM 73179P106 210 5,915 SH   SOLE   5,915 0 0
PPG INDS INC. COM 693506107 996 5,064 SH   SOLE   5,064 0 0
PROCTER & GAMBLE COM 742718109 2,025 24,178 SH   SOLE   24,178 0 0
PRUDENTIAL CORP PLC ADR 74435K204 4,748 106,672 SH   SOLE   95,100 0 11,572
ROCKWELL AUTOMATION INC. COM 773903109 416 3,786 SH   SOLE   3,786 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 1,813 23,812 SH   SOLE   23,812 0 0
SANDISK CORP. COM 80004C101 4,601 46,972 SH   SOLE   37,022 0 9,950
SCHLUMBERGER LTD. COM 806857108 203 2,000 SH   SOLE   2,000 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 200 3,000 SH   SOLE   3,000 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 468 11,726 SH   SOLE   11,726 0 0
SIGMA ALDRICH CORP. COM 826552101 1,006 7,400 SH   SOLE   7,400 0 0
SIGNATURE BANK COM 82669G104 4,734 42,248 SH   SOLE   34,558 0 7,690
SMITH A O COM 831865209 7,528 159,221 SH   SOLE   137,251 0 21,970
SNAP ON INC. COM 833034101 1,326 10,948 SH   SOLE   10,948 0 0
STARBUCKS CORP. COM 855244109 502 6,651 SH   SOLE   6,651 0 0
SVB FINANCIAL GROUP INC COM 78486Q101 4,011 35,782 SH   SOLE   27,192 0 8,590
TATA MOTORS LTD. COM 876568502 3,949 90,338 SH   SOLE   69,930 0 20,408
THE WHITEWAVE FOODS CO. COM 966244105 5,755 158,417 SH   SOLE   125,957 0 32,460
THERMO FISHER SCIENTIFIC COM 883556102 1,160 9,534 SH   SOLE   9,534 0 0
U S BANCORP DEL COM NEW 902973304 470 11,245 SH   SOLE   11,245 0 0
UNION PACIFIC CORP. COM 907818108 5,401 49,816 SH   SOLE   40,376 0 9,440
UNIVERSAL HLTH SVCS. CL B 913903100 4,793 45,862 SH   SOLE   36,232 0 9,630
VERIZON COMMUNICATIONS COM 92343V104 221 4,422 SH   SOLE   4,422 0 0
VIPSHOP HLDGS LTD. SPONSORED ADR 92763W103 238 1,259 SH   SOLE   871 0 388
WABTEC COM 929740108 8,016 98,910 SH   SOLE   80,070 0 18,840
WELLS FARGO CO. COM 949746101 301 5,800 SH   SOLE   5,800 0 0
WISCONSIN EGY CP HLDG CO. COM 976657106 424 9,870 SH   SOLE   9,870 0 0
YUM BRANDS INC . COM 988498101 316 4,396 SH   SOLE   4,396 0 0
ZIMMER HOLDINGS INC W/I COM COM 98956P102 295 2,931 SH   SOLE   2,931 0 0