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 7,848 1,410,426 SH   SOLE   1,410,426 0 0
Abbott Laboratories COM 002824100 567 12,589 SH   SOLE   12,589 0 0
Alibaba COM 01609W102 1,782 17,144 SH   SOLE   17,144 0 0
Allstate COM 020002101 367 5,228 SH   SOLE   5,228 0 0
Amazon COM 023135106 5,366 17,291 SH   SOLE   17,291 0 0
Apache COM 037411105 233 3,715 SH   SOLE   3,715 0 0
Apple COM 037833100 32,135 291,128 SH   SOLE   291,128 0 0
Automatic Data COM 053015103 203 2,430 SH   SOLE   2,430 0 0
Bemis Co. COM 081437105 226 5,000 SH   SOLE   5,000 0 0
Berkshire Hathaway B COM 084670702 11,925 79,422 SH   SOLE   79,422 0 0
Biotechnology Index COM 464287556 388 1,279 SH   SOLE   1,279 0 0
Blackrock Inc. COM 09247X101 3,060 8,557 SH   SOLE   8,557 0 0
Coca Cola COM 191216100 571 13,528 SH   SOLE   13,528 0 0
Consumer Discretion Select Sec COM 81369Y407 443 6,134 SH   SOLE   6,134 0 0
Contango Oil & Gas COM 21075n204 4,603 157,406 SH   SOLE   157,406 0 0
Davita Inc. COM 23918k108 4,346 57,383 SH   SOLE   57,383 0 0
Energy SPDR Fund COM 81369y506 247 3,124 SH   SOLE   3,124 0 0
Exxon Mobil COM 30231G102 1,311 14,177 SH   SOLE   14,177 0 0
Facebook COM 30303M102 2,755 35,309 SH   SOLE   35,309 0 0
Factset Research COM 303075105 5,180 36,802 SH   SOLE   36,802 0 0
Fastenal COM 311900104 4,545 95,569 SH   SOLE   95,569 0 0
Franklin Resources Inc COM 354613101 960 17,339 SH   SOLE   17,339 0 0
General Electric COM 369604103 540 21,354 SH   SOLE   21,354 0 0
Google Cl A COM 38259P508 3,814 7,188 SH   SOLE   7,188 0 0
Google Cl C COM 38259P706 3,817 7,251 SH   SOLE   7,251 0 0
Health Care Select Sector Fund COM 81369y209 7,100 103,832 SH   SOLE   103,832 0 0
Industrial Select Sector Fund COM 81369y704 3,383 59,787 SH   SOLE   59,787 0 0
Intel Corp COM 458140100 1,025 28,240 SH   SOLE   28,240 0 0
JP Morgan COM 46625H100 302 4,819 SH   SOLE   4,819 0 0
Johnson & Johnson COM 478160104 215 2,055 SH   SOLE   2,055 0 0
Kinder Morgan Inc. COM 49456B101 6,755 159,653 SH   SOLE   159,653 0 0
Mastercard COM 57636Q104 3,890 45,145 SH   SOLE   45,145 0 0
Medtronic COM 585055106 274 3,800 SH   SOLE   3,800 0 0
Michael Kors COM G60754101 3,983 53,031 SH   SOLE   53,031 0 0
NASDAQ 100 COM 73935a104 1,669 16,169 SH   SOLE   16,169 0 0
Novo Nordisk ADR COM 670100205 4,059 95,919 SH   SOLE   95,919 0 0
PS Buyback Achievers COM 73935X286 6,334 131,828 SH   SOLE   131,828 0 0
Philip Morris Intl. COM 718172109 214 2,632 SH   SOLE   2,632 0 0
Precision Castparts COM 740189105 5,733 23,802 SH   SOLE   23,802 0 0
Priceline.com COM 741503403 2,978 2,612 SH   SOLE   2,612 0 0
Questar COM 748356102 202 8,000 SH   SOLE   8,000 0 0
Raymond James Financial COM 754730109 372 6,500 SH   SOLE   6,500 0 0
S&P MidCap 400 COM 464287507 5,417 37,409 SH   SOLE   37,409 0 0
TJX COM 872540109 12,666 184,685 SH   SOLE   184,685 0 0
Technology Select Sector Fund COM 81369y803 444 10,740 SH   SOLE   10,740 0 0
Thor Industries COM 885160101 2,780 49,755 SH   SOLE   49,755 0 0
Transport Select Fund COM 78464A532 6,743 62,152 SH   SOLE   62,152 0 0
Union Pacific COM 907818108 837 7,028 SH   SOLE   7,028 0 0
Vanguard S&P 500 Fd. COM 922908363 283 1,500 SH   SOLE   1,500 0 0
Visa COM 92826c839 8,253 31,476 SH   SOLE   31,476 0 0
Wal-Mart Stores COM 931142103 329 3,835 SH   SOLE   3,835 0 0
iShares Hong Kong COM 464286871 5,925 288,470 SH   SOLE   288,470 0 0