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
AIA Group Ltd. COM y002a1105 7,324 1,416,420 SH   SOLE   1,416,420 0 0
Abbott Laboratories COM 002824100 532 12,789 SH   SOLE   12,789 0 0
Alibaba COM 01609W102 212 2,390 SH   SOLE   2,390 0 0
Allstate COM 020002101 382 6,228 SH   SOLE   6,228 0 0
Amazon COM 023135106 2,871 8,903 SH   SOLE   8,903 0 0
Apache COM 037411105 1,947 20,740 SH   SOLE   20,740 0 0
Apple COM 037833100 29,803 295,815 SH   SOLE   295,815 0 0
Automatic Data COM 053015103 202 2,430 SH   SOLE   2,430 0 0
Berkshire Hathaway B COM 084670702 11,043 79,938 SH   SOLE   79,938 0 0
Biotechnology Index COM 464287556 280 1,024 SH   SOLE   1,024 0 0
Blackrock Inc. COM 09247X101 2,812 8,566 SH   SOLE   8,566 0 0
Chevron Corporation COM 166764100 211 1,768 SH   SOLE   1,768 0 0
Coca Cola COM 191216100 577 13,528 SH   SOLE   13,528 0 0
Consumer Discretion Select Sec COM 81369Y407 316 4,745 SH   SOLE   4,745 0 0
Contango Oil & Gas COM 21075n204 5,543 166,771 SH   SOLE   166,771 0 0
Davita Inc. COM 23918k108 4,269 58,369 SH   SOLE   58,369 0 0
Energy SPDR Fund COM 81369y506 285 3,146 SH   SOLE   3,146 0 0
Exxon Mobil COM 30231G102 1,365 14,517 SH   SOLE   14,517 0 0
Facebook COM 30303M102 455 5,757 SH   SOLE   5,757 0 0
Factset Research COM 303075105 4,507 37,087 SH   SOLE   37,087 0 0
Fastenal COM 311900104 6,401 142,555 SH   SOLE   142,555 0 0
Financial Select Sector Fund COM 81369y605 296 12,754 SH   SOLE   12,754 0 0
Franklin Resources Inc COM 354613101 988 18,087 SH   SOLE   18,087 0 0
General Electric COM 369604103 544 21,252 SH   SOLE   21,252 0 0
Google Cl A COM 38259P508 4,237 7,200 SH   SOLE   7,200 0 0
Google Cl C COM 38259P706 4,175 7,231 SH   SOLE   7,231 0 0
Health Care Select Sector Fund COM 81369y209 2,845 44,514 SH   SOLE   44,514 0 0
Industrial Select Sector Fund COM 81369y704 3,217 60,518 SH   SOLE   60,518 0 0
Intel Corp COM 458140100 971 27,890 SH   SOLE   27,890 0 0
JP Morgan COM 46625H100 290 4,819 SH   SOLE   4,819 0 0
Johnson & Johnson COM 478160104 241 2,263 SH   SOLE   2,263 0 0
Kinder Morgan Energy Partners COM 494550106 899 9,634 SH   SOLE   9,634 0 0
Kinder Morgan Inc. COM 49456B101 3,800 99,111 SH   SOLE   99,111 0 0
Mastercard COM 57636Q104 3,041 41,141 SH   SOLE   41,141 0 0
Medtronic COM 585055106 285 4,600 SH   SOLE   4,600 0 0
Michael Kors COM G60754101 3,748 52,507 SH   SOLE   52,507 0 0
NASDAQ 100 COM 73935a104 1,435 14,524 SH   SOLE   14,524 0 0
Novo Nordisk ADR COM 670100205 4,601 96,617 SH   SOLE   96,617 0 0
PS Buyback Achievers COM 73935X286 3,395 75,891 SH   SOLE   75,891 0 0
Philip Morris Intl. COM 718172109 220 2,632 SH   SOLE   2,632 0 0
Powershares Golden Dragon COM 73935x401 4,002 133,270 SH   SOLE   133,270 0 0
Precision Castparts COM 740189105 5,690 24,022 SH   SOLE   24,022 0 0
Priceline.com COM 741503403 519 448 SH   SOLE   448 0 0
Raymond James Financial COM 754730109 348 6,500 SH   SOLE   6,500 0 0
S&P MidCap 400 COM 464287507 4,216 30,832 SH   SOLE   30,832 0 0
TJX COM 872540109 11,008 186,043 SH   SOLE   186,043 0 0
Thor Industries COM 885160101 2,590 50,283 SH   SOLE   50,283 0 0
Tortoise Energy Infrastructure COM 89147L100 4,021 83,594 SH   SOLE   83,594 0 0
Union Pacific COM 907818108 762 7,028 SH   SOLE   7,028 0 0
Visa COM 92826c839 6,779 31,773 SH   SOLE   31,773 0 0
Wal-Mart Stores COM 931142103 293 3,835 SH   SOLE   3,835 0 0
Waters Corp. COM 941848103 937 9,450 SH   SOLE   9,450 0 0
iShares Hong Kong COM 464286871 5,939 292,151 SH   SOLE   292,151 0 0