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
AMBEV SA SPONSORED ADR 02319V103 9,115 1,582,330 SH   SOLE   1,582,330 0 0
HUDBAY MINERALS INC COM 443628102 1,736 212,200 SH   SOLE   212,200 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 4,610 232,000 SH   SOLE   232,000 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 813 49,017 SH   SOLE   49,017 0 0
FRANCO NEVADA CORP COM 351858105 5,039 103,960 SH   SOLE   103,960 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 4,791 433,115 SH   SOLE   433,115 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 1,382 90,365 SH   SOLE   90,365 0 0
AGRIUM INC COM 008916108 2,764 26,520 SH   SOLE   26,520 0 0
CANADIAN NATL RY CO COM 136375102 10,061 150,200 SH   SOLE   150,200 0 0
POTASH CORP SASK INC COM 73755L107 2,490 77,230 SH   SOLE   77,230 0 0
TELUS CORP COM 87971M103 5,248 157,960 SH   SOLE   157,960 0 0
UBS GROUP AG SHS H42097107 28,574 1,514,757 SH   SOLE   1,514,757 0 0
EMPRESA NACIONAL DE ELCTRCID SPONSORED ADR 29244T101 2,958 65,653 SH   SOLE   65,653 0 0
ENBRIDGE INC COM 29250N105 8,128 168,590 SH   SOLE   168,590 0 0
ABERDEEN CHILE FD INC COM 00301W105 387 51,767 SH   SOLE   51,767 0 0
BAIDU INC SPON ADR REP A 056752108 4,169 20,000 SH   SOLE   20,000 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 26,446 760,832 SH   SOLE   760,832 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 3,520 371,683 SH   SOLE   371,683 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 7,300 78,065 SH   SOLE   78,065 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 4,698 142,293 SH   SOLE   142,293 0 0
CREDICORP LTD COM G2519Y108 3,879 27,582 SH   SOLE   27,582 0 0
YANDEX N V SHS CLASS A N97284108 755 49,781 SH   SOLE   49,781 0 0
BECTON DICKINSON & CO COM 075887109 27,932 194,500 SH   SOLE   194,500 0 0
BRINKER INTL INC COM 109641100 17,385 282,370 SH   SOLE   282,370 0 0
CORNING INC COM 219350105 26,475 1,167,190 SH   SOLE   1,167,190 0 0
DEXCOM INC COM 252131107 14,849 238,156 SH   SOLE   238,156 0 0
FISERV INC COM 337738108 28,107 353,950 SH   SOLE   353,950 0 0
GOOGLE INC CL C 38259P706 25,932 47,315 SH   SOLE   47,315 0 0
HERSHEY CO COM 427866108 25,878 256,412 SH   SOLE   256,412 0 0
INTEL CORP COM 458140100 25,403 812,260 SH   SOLE   812,260 0 0
MARTIN MARIETTA MATLS INC COM 573284106 24,582 175,810 SH   SOLE   175,810 0 0
MERCK & CO INC NEW COM 58933Y105 29,590 514,720 SH   SOLE   514,720 0 0
ROSS STORES INC COM 778296103 33,033 313,486 SH   SOLE   313,486 0 0
SERVICENOW INC COM 81762P102 16,798 213,200 SH   SOLE   213,200 0 0
3M CO COM 88579Y101 63,303 383,720 SH   SOLE   383,720 0 0
TRACTOR SUPPLY CO COM 892356106 16,483 193,760 SH   SOLE   193,760 0 0
UNION PAC CORP COM 907818108 16,391 151,310 SH   SOLE   151,310 0 0
UNITED TECHNOLOGIES CORP COM 913017109 16,951 144,610 SH   SOLE   144,610 0 0
WELLS FARGO & CO NEW COM 949746101 82,827 1,522,360 SH   SOLE   1,522,360 0 0
WHOLE FOODS MKT INC COM 966837106 25,343 486,560 SH   SOLE   486,560 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 8,124 397,006 SH   SOLE   397,006 0 0
APPLE INC COM 037833100 124,796 1,002,805 SH   SOLE   1,002,805 0 0
BANK AMER CORP COM 060505104 26,969 1,752,160 SH   SOLE   1,752,160 0 0
BOEING CO COM 097023105 41,261 274,890 SH   SOLE   274,890 0 0
CHEVRON CORP NEW COM 166764100 33,823 322,140 SH   SOLE   322,140 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 18,484 28,410 SH   SOLE   28,410 0 0
CITIGROUP INC COM NEW 172967424 25,626 497,340 SH   SOLE   497,340 0 0
DISNEY WALT CO COM DISNEY 254687106 65,479 624,180 SH   SOLE   624,180 0 0
GOOGLE INC CL A 38259P508 25,933 46,745 SH   SOLE   46,745 0 0
HALLIBURTON CO COM 406216101 22,999 524,060 SH   SOLE   524,060 0 0
HOME DEPOT INC COM 437076102 41,429 364,610 SH   SOLE   364,610 0 0
HONEYWELL INTL INC COM 438516106 45,989 440,830 SH   SOLE   440,830 0 0
KOHLS CORP COM 500255104 28,743 367,270 SH   SOLE   367,270 0 0
KROGER CO COM 501044101 39,110 510,110 SH   SOLE   510,110 0 0
LEAR CORP COM NEW 521865204 24,023 216,743 SH   SOLE   216,743 0 0
AMAZON COM INC COM 023135106 23,070 61,990 SH   SOLE   61,990 0 0
AMGEN INC COM 031162100 20,574 128,690 SH   SOLE   128,690 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 18,266 283,150 SH   SOLE   283,150 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 25,805 352,380 SH   SOLE   352,380 0 0
CME GROUP INC COM 12572Q105 15,757 166,350 SH   SOLE   166,350 0 0
CVS HEALTH CORP COM 126650100 36,314 351,800 SH   SOLE   351,800 0 0
CELGENE CORP COM 151020104 30,376 263,460 SH   SOLE   263,460 0 0
COCA COLA CO COM 191216100 26,492 653,220 SH   SOLE   653,220 0 0
ABBOTT LABS COM 002824100 35,410 764,200 SH   SOLE   764,200 0 0
ABBVIE INC COM 00287Y109 15,623 266,840 SH   SOLE   266,840 0 0
ALTRIA GROUP INC COM 02209S103 19,156 382,921 SH   SOLE   382,921 0 0
AMPHENOL CORP NEW CL A 032095101 19,470 330,350 SH   SOLE   330,350 0 0
BIOGEN INC COM 09062X103 16,606 39,322 SH   SOLE   39,322 0 0
CISCO SYS INC COM 17275R102 67,213 2,441,550 SH   SOLE   2,441,550 0 0
COMCAST CORP NEW CL A 20030N101 47,382 838,950 SH   SOLE   838,950 0 0
CONSTELLATION BRANDS INC CL A 21036P108 35,249 303,280 SH   SOLE   303,280 0 0
DOLLAR TREE INC COM 256746108 21,238 261,690 SH   SOLE   261,690 0 0
EOG RES INC COM 26875P101 33,560 365,970 SH   SOLE   365,970 0 0
EXXON MOBIL CORP COM 30231G102 60,693 713,940 SH   SOLE   713,940 0 0
FACEBOOK INC CL A 30303M102 28,634 348,240 SH   SOLE   348,240 0 0
FEDEX CORP COM 31428X106 37,059 223,960 SH   SOLE   223,960 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 27,185 399,370 SH   SOLE   399,370 0 0
HCA HOLDINGS INC COM 40412C101 35,361 469,970 SH   SOLE   469,970 0 0
JPMORGAN CHASE & CO COM 46625H100 38,362 633,160 SH   SOLE   633,160 0 0
MARSH & MCLENNAN COS INC COM 571748102 28,483 507,735 SH   SOLE   507,735 0 0
MEDNAX INC COM 58502B106 23,380 322,390 SH   SOLE   322,390 0 0
NORTHERN TR CORP COM 665859104 34,070 489,100 SH   SOLE   489,100 0 0
OLD DOMINION FGHT LINES INC COM 679580100 23,808 307,950 SH   SOLE   307,950 0 0
PPG INDS INC COM 693506107 35,548 157,591 SH   SOLE   157,591 0 0
PUBLIC STORAGE COM 74460D109 20,361 103,269 SH   SOLE   103,269 0 0
REGENERON PHARMACEUTICALS COM 75886F107 23,179 51,334 SH   SOLE   51,334 0 0
RYDER SYS INC COM 783549108 17,039 179,540 SH   SOLE   179,540 0 0
STARBUCKS CORP COM 855244109 29,589 312,410 SH   SOLE   312,410 0 0
UNITEDHEALTH GROUP INC COM 91324P102 19,224 162,490 SH   SOLE   162,490 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 34,499 709,329 SH   SOLE   709,329 0 0
ZIMMER HLDGS INC COM 98956P102 27,400 233,120 SH   SOLE   233,120 0 0
PNC FINL SVCS GROUP INC COM 693475105 39,781 426,590 SH   SOLE   426,590 0 0
PALO ALTO NETWORKS INC COM 697435105 17,978 123,055 SH   SOLE   123,055 0 0
PARKER HANNIFIN CORP COM 701094104 25,842 217,530 SH   SOLE   217,530 0 0
PEPSICO INC COM 713448108 39,545 413,512 SH   SOLE   413,512 0 0
PFIZER INC COM 717081103 36,745 1,056,050 SH   SOLE   1,056,050 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 19,424 463,290 SH   SOLE   463,290 0 0
SCHEIN HENRY INC COM 806407102 15,392 110,230 SH   SOLE   110,230 0 0
SERVICE CORP INTL COM 817565104 25,908 994,430 SH   SOLE   994,430 0 0
SNAP ON INC COM 833034101 26,391 179,435 SH   SOLE   179,435 0 0
STRYKER CORP COM 863667101 28,261 306,315 SH   SOLE   306,315 0 0
TEXAS INSTRS INC COM 882508104 33,849 591,840 SH   SOLE   591,840 0 0
TRANSDIGM GROUP INC COM 893641100 23,544 107,629 SH   SOLE   107,629 0 0
VCA INC COM 918194101 22,090 402,910 SH   SOLE   402,910 0 0
WABTEC CORP COM 929740108 8,102 85,260 SH   SOLE   85,260 0 0
ACTAVIS PLC SHS G0083B108 43,074 144,710 SH   SOLE   144,710 0 0
MEDTRONIC PLC SHS G5960L103 42,119 539,990 SH   SOLE   539,990 0 0
EXPEDITORS INTL WASH INC COM 302130109 17,374 360,560 SH   SOLE   360,560 0 0
GENERAL ELECTRIC CO COM 369604103 41,358 1,666,780 SH   SOLE   1,666,780 0 0
GILEAD SCIENCES INC COM 375558103 40,954 417,290 SH   SOLE   417,290 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 12,972 69,000 SH   SOLE   69,000 0 0
HARMAN INTL INDS INC COM 413086109 24,734 185,070 SH   SOLE   185,070 0 0
JOHNSON & JOHNSON COM 478160104 47,437 471,481 SH   SOLE   471,481 0 0
KINDER MORGAN INC DEL COM 49456B101 36,824 875,391 SH   SOLE   875,391 0 0
LINCOLN NATL CORP IND COM 534187109 33,860 589,200 SH   SOLE   589,200 0 0
MICROSOFT CORP COM 594918104 56,867 1,398,589 SH   SOLE   1,398,589 0 0
NEXTERA ENERGY INC COM 65339F101 31,964 307,162 SH   SOLE   307,162 0 0
ROPER INDS INC NEW COM 776696106 19,170 111,440 SH   SOLE   111,440 0 0
SCHLUMBERGER LTD COM 806857108 18,106 216,970 SH   SOLE   216,970 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 22,827 612,570 SH   SOLE   612,570 0 0
VISA INC COM CL A 92826C839 43,940 671,680 SH   SOLE   671,680 0 0
WHIRLPOOL CORP COM 963320106 24,972 123,570 SH   SOLE   123,570 0 0
EATON CORP PLC SHS G29183103 27,682 407,400 SH   SOLE   407,400 0 0
NXP SEMICONDUCTORS N V COM N6596X109 22,461 223,770 SH   SOLE   223,770 0 0