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
AT&T COM 00206R102 12,514 353,900 SH   SOLE   353,900 0 0
Accenture COM G1151C101 21,850 270,285 SH   SOLE   270,285 0 0
Adobe Systems COM 00724F101 13,940 192,641 SH   SOLE   192,641 0 0
Affiliated Managers Group COM 008252108 284 1,385 SH   SOLE   1,385 0 0
Akamai Technologies COM 00971T101 17,568 287,715 SH   SOLE   287,715 0 0
American Express COM 025816109 11,316 119,284 SH   SOLE   119,284 0 0
American Tower COM 03027X100 23,378 259,812 SH   SOLE   259,812 0 0
Amphenol COM 032095101 18,980 197,010 SH   SOLE   197,010 0 0
Apple COM 037833100 26,367 283,734 SH   SOLE   283,734 0 0
BP PLC COM 055622104 317 6,000 SH   SOLE   6,000 0 0
Baxter International COM 071813109 31,302 432,942 SH   SOLE   432,942 0 0
Becton Dickinson COM 075887109 10,943 92,500 SH   SOLE   92,500 0 0
Biomarin Pharmaceuticals COM 09061G101 17,119 275,185 SH   SOLE   275,185 0 0
Boardwalk Pipeline Partners COM 096627104 14,426 779,800 SH   SOLE   779,800 0 0
Canadian Energy Service COM 13566W108 272 8,745 SH   SOLE   8,745 0 0
Catamaran Corp COM 148887102 234 5,310 SH   SOLE   5,310 0 0
Chesapeake Energy Corp COM 165167107 10,775 346,700 SH   SOLE   346,700 0 0
Chevron COM 166764100 235 1,800 SH   SOLE   1,800 0 0
Chubb COM 171232101 13,116 142,300 SH   SOLE   142,300 0 0
Church & Dwight COM 171340102 276 3,940 SH   SOLE   3,940 0 0
Cisco Systems COM 17275R102 11,605 467,000 SH   SOLE   467,000 0 0
Colgate-Palmolive COM 194162103 22,249 326,324 SH   SOLE   326,324 0 0
Computer Modelling Group COM 205249105 281 10,125 SH   SOLE   10,125 0 0
ConocoPhillips COM 20825C104 849 9,900 SH   SOLE   9,900 0 0
Copart COM 217204106 238 6,620 SH   SOLE   6,620 0 0
Core Laboratories COM N22717107 16,224 97,113 SH   SOLE   97,113 0 0
Cummins COM 231021106 19,105 123,823 SH   SOLE   123,823 0 0
Danaher COM 235851102 25,910 329,098 SH   SOLE   329,098 0 0
DirecTV COM 25490A309 10,218 120,200 SH   SOLE   120,200 0 0
Dow Chemical COM 260543103 12,124 235,600 SH   SOLE   235,600 0 0
Duke Energy COM 26441c204 653 8,800 SH   SOLE   8,800 0 0
Dupont (EI) deNemours COM 263534109 11,760 179,700 SH   SOLE   179,700 0 0
E M C Corporation COM 268648102 13,431 509,900 SH   SOLE   509,900 0 0
EOG Resources COM 26875P101 28,672 245,356 SH   SOLE   245,356 0 0
Eaton COM G29183103 12,893 167,050 SH   SOLE   167,050 0 0
Enbridge COM 29250N105 24,922 525,000 SH   SOLE   525,000 0 0
Enterprise Products Prtnrs COM 293792107 783 10,000 SH   SOLE   10,000 0 0
Erie Indemnity Co COM 29530P102 365 4,850 SH   SOLE   4,850 0 0
Express Scripts COM 30219G108 22,057 318,141 SH   SOLE   318,141 0 0
FEI Company COM 30241L109 242 2,665 SH   SOLE   2,665 0 0
FMC Corp COM 302491303 21,374 300,238 SH   SOLE   300,238 0 0
Fiserv COM 337738108 24,718 409,773 SH   SOLE   409,773 0 0
Flowserve COM 34354P105 229 3,080 SH   SOLE   3,080 0 0
Franklin Resources COM 354613101 20,042 346,515 SH   SOLE   346,515 0 0
Gannett COM 364730101 13,329 425,700 SH   SOLE   425,700 0 0
General Electric COM 369604103 13,959 531,167 SH   SOLE   531,167 0 0
Genl Dynamics Corp COM 369550108 11,608 99,600 SH   SOLE   99,600 0 0
Gilead Sciences COM 375558103 16,455 198,464 SH   SOLE   198,464 0 0
Glaxo Smith Kline COM 37733W105 414 7,750 SH   SOLE   7,750 0 0
Hewlett Packard COM 428236103 15,092 448,100 SH   SOLE   448,100 0 0
Hexcel COM 428291108 237 5,785 SH   SOLE   5,785 0 0
ITC Holdings COM 465685105 277 7,590 SH   SOLE   7,590 0 0
Intel COM 458140100 13,942 451,200 SH   SOLE   451,200 0 0
Intl Business Machines COM 459200101 10,686 58,950 SH   SOLE   58,950 0 0
Jack Henry & Associates COM 426281101 240 4,035 SH   SOLE   4,035 0 0
Johnson & Johnson COM 478160104 11,689 111,724 SH   SOLE   111,724 0 0
Kinder Morgan COM 49456B101 372 10,250 SH   SOLE   10,250 0 0
Kinder Morgan Energy LP COM 494550106 411 5,000 SH   SOLE   5,000 0 0
Lockheed Martin COM 539830109 944 5,875 SH   SOLE   5,875 0 0
Loews COM 540424108 13,885 315,500 SH   SOLE   315,500 0 0
MICROS Systems COM 594901100 15,687 231,029 SH   SOLE   231,029 0 0
Marsh & McLennan COM 571748102 12,308 237,518 SH   SOLE   237,518 0 0
Medivation COM 58501N101 217 2,810 SH   SOLE   2,810 0 0
Merck COM 58933Y105 496 8,575 SH   SOLE   8,575 0 0
Middleby COM 596278101 229 2,765 SH   SOLE   2,765 0 0
Nike COM 654106103 19,070 245,908 SH   SOLE   245,908 0 0
O'Reilly Automotive COM 686091109 276 1,830 SH   SOLE   1,830 0 0
Oracle COM 68389X105 15,568 384,119 SH   SOLE   384,119 0 0
Plains All Amer Pipeline LP COM 726503105 601 10,000 SH   SOLE   10,000 0 0
Praxair COM 74005P104 21,728 163,565 SH   SOLE   163,565 0 0
Precision Castparts COM 740189105 21,609 85,615 SH   SOLE   85,615 0 0
Qualcomm COM 747525103 25,453 321,379 SH   SOLE   321,379 0 0
Qualys COM 74758T303 222 8,630 SH   SOLE   8,630 0 0
Quanta Services COM 74762E102 262 7,590 SH   SOLE   7,590 0 0
Republic Services, Inc. COM 760759100 13,373 352,200 SH   SOLE   352,200 0 0
SBA Communications COM 78388J106 282 2,760 SH   SOLE   2,760 0 0
Schlumberger COM 806857108 698 5,922 SH   SOLE   5,922 0 0
Seadrill Limited COM G7945E105 380 9,500 SH   SOLE   9,500 0 0
Stanley Black & Decker Inc. COM 854502101 10,881 123,900 SH   SOLE   123,900 0 0
Sysco COM 871829107 14,497 387,100 SH   SOLE   387,100 0 0
Target COM 87612e106 9,938 171,500 SH   SOLE   171,500 0 0
Tupperware Brands COM 899896104 10,060 120,195 SH   SOLE   120,195 0 0
United Technologies COM 913017109 24,804 214,843 SH   SOLE   214,843 0 0
UnitedHealth Group COM 91324P102 9,777 119,600 SH   SOLE   119,600 0 0
VF Corp COM 918204108 20,880 331,435 SH   SOLE   331,435 0 0
Visa COM 92826C839 25,381 120,454 SH   SOLE   120,454 0 0
Wellpoint Hlth Ntwk COM 94973V107 10,815 100,500 SH   SOLE   100,500 0 0
Wells Fargo COM 949746101 18,144 345,200 SH   SOLE   345,200 0 0
Western Union COM 959802109 13,536 780,650 SH   SOLE   780,650 0 0
World Fuel Svcs COM 981475106 219 4,440 SH   SOLE   4,440 0 0
XL Group COM G98290102 388 11,850 SH   SOLE   11,850 0 0