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
APPLE INC COM 37833100 10,938 87,904 SH   SOLE 0 87,904 0 0
ACCENTURE PLC IRELAND COM G1151C101 3,240 34,577 SH   SOLE 0 34,577 0 0
ANADARKO PETRO COM 32511107 5,895 71,192 SH   SOLE 0 71,192 0 0
CAPITAL ONE FINANCIAL COM 14040H105 281 3,566 SH   SOLE 0 3,566 0 0
COACH INC COM 189754104 2,600 62,750 SH   SOLE 0 62,750 0 0
CISCO SYSTEMS COM 17275R102 1,924 69,917 SH   SOLE 0 69,917 0 0
D.R. HORTON INC COM 23331A109 6,584 231,185 SH   SOLE 0 231,185 0 0
WALT DISNEY CO COM 254687106 439 4,185 SH   SOLE 0 4,185 0 0
DOW CHEMICAL COM 260543103 779 16,232 SH   SOLE 0 16,232 0 0
CONSOLIDATED EDISON COM 209115104 256 4,200 SH   SOLE 0 4,200 0 0
EMC CORP COM 268648102 4,247 166,140 SH   SOLE 0 166,140 0 0
EMERSON ELECTRIC CO COM 291011104 260 4,600 SH   SOLE 0 4,600 0 0
EOG RESOURCES INC COM 26875P101 3,412 37,210 SH   SOLE 0 37,210 0 0
ISHARES MSCI GERMANY COM 464286806 4,732 158,580 SH   SOLE 0 158,580 0 0
FLUOR CORP COM 343412102 4,309 75,380 SH   SOLE 0 75,380 0 0
GENERAL ELECTRIC COM 369604103 286 11,539 SH   SOLE 0 11,539 0 0
GILEAD SCIENCES INC COM 375558103 7,679 78,252 SH   SOLE 0 78,252 0 0
SPDR INDEX ASIA PACIFIC COM 78463X301 4,385 49,820 SH   SOLE 0 49,820 0 0
GOLDMAN SACHS GROUP COM 38141G104 6,447 34,296 SH   SOLE 0 34,296 0 0
HALLIBURTON COM 406216101 2,411 54,940 SH   SOLE 0 54,940 0 0
HARMAN INTL COM 413086109 10,729 80,289 SH   SOLE 0 80,289 0 0
IBM COM 459200101 516 3,215 SH   SOLE 0 3,215 0 0
INDIA FUND INC COM 454089103 1,161 41,059 SH   SOLE 0 41,059 0 0
INTEL CORP COM 458140100 4,296 137,390 SH   SOLE 0 137,390 0 0
JP MORGAN CHASE COM 46625H100 6,938 114,530 SH   SOLE 0 114,530 0 0
COCA-COLA CO COM 191216100 213 5,250 SH   SOLE 0 5,250 0 0
LINEAR TECH COM 535678106 1,587 33,919 SH   SOLE 0 33,919 0 0
ALTRIA GROUP INC COM 02209S103 310 6,200 SH   SOLE 0 6,200 0 0
MELCO CROWN ENTMNT LTD COM 585464100 3,383 157,625 SH   SOLE 0 157,625 0 0
MERCK & CO COM 58933Y105 516 8,983 SH   SOLE 0 8,983 0 0
NIKE INC B COM 654106103 5,387 53,688 SH   SOLE 0 53,688 0 0
ORACLE CORP COM 68389X105 6,836 158,421 SH   SOLE 0 158,421 0 0
PAYCHEX INC COM 704326107 708 14,275 SH   SOLE 0 14,275 0 0
PEPSICO INC COM 713448108 402 4,200 SH   SOLE 0 4,200 0 0
PROCTER & GAMBLE COM 742718109 525 6,403 SH   SOLE 0 6,403 0 0
POLARIS IND COM 731068102 3,436 24,355 SH   SOLE 0 24,355 0 0
POWERSHARES INDIA ETF COM 73935L100 3,344 148,165 SH   SOLE 0 148,165 0 0
PRAXAIR INC COM 74005P104 2,214 18,335 SH   SOLE 0 18,335 0 0
QUALCOMM INC COM 747525103 2,023 29,175 SH   SOLE 0 29,175 0 0
REGENERAN PHARM COM 75886F107 847 1,875 SH   SOLE 0 1,875 0 0
ROPER INDUST COM 776696106 2,085 12,121 SH   SOLE 0 12,121 0 0
SPIRIT AIRLINES COM 848577102 6,762 87,405 SH   SOLE 0 87,405 0 0
SCHLUMBERGER COM 806857108 5,648 67,692 SH   SOLE 0 67,692 0 0
AT&T COM 00206R102 339 10,382 SH   SOLE 0 10,382 0 0
THOR IND COM 885160101 7,219 114,209 SH   SOLE 0 114,209 0 0
THERMO FISHER SCIENTIFIC COM 883556102 7,157 53,276 SH   SOLE 0 53,276 0 0
VARIAN MEDICAL SYSTEMS INC COM 92220P105 4,485 47,670 SH   SOLE 0 47,670 0 0
EXXON MOBIL CORP COM 30231G102 986 11,600 SH   SOLE 0 11,600 0 0