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
3M Co COMMON 88579Y101 44,901 316,650 SH   SOLE   179,985 0 136,665
Abbott Laboratories COMMON 002824100 48,495 1,205,736 SH   SOLE   756,457 0 449,279
Accenture Plc COMMON G1151C101 50,543 513,627 SH   SOLE   321,842 0 191,785
Aflac Inc COMMON 001055102 72,536 1,247,907 SH   SOLE   788,450 0 459,457
Alleghany Corp COMMON 017175100 83,352 178,107 SH   SOLE   112,531 0 65,576
America Movil SAB de CV COMMON 02364W105 13,214 783,352 SH   SOLE   444,245 0 339,107
American Express Co COMMON 025816109 43,537 587,355 SH   SOLE   371,194 0 216,161
Analog Devices Inc COMMON 032654105 48,611 861,795 SH   SOLE   539,826 0 321,969
Atwood Oceanics Inc COMMON 050095108 7,578 504,030 SH   SOLE   318,388 0 185,642
Automatic Data Processing COMMON 053015103 21,183 262,191 SH   SOLE   164,334 0 97,857
Autozone Inc COMMON 053332102 33,069 45,695 SH   SOLE   28,635 0 17,060
Baidu Inc - Spon ADR COMMON 056752108 60,553 440,677 SH   SOLE   331,378 0 109,299
Bancolombia Sa -Pref COMMON 05968L102 13,294 408,414 SH   SOLE   231,514 0 176,900
Baxalta Inc COMMON 07177M103 34,999 1,108,839 SH   SOLE   700,727 0 408,112
Baxter International Inc COMMON 071813109 36,518 1,108,253 SH   SOLE   700,196 0 408,057
Berkshire Hathaway Inc COMMON 084670702 42,018 321,800 SH   SOLE   181,231 0 140,569
Brookfield Asset Manage-CL A COMMON 112585104 39,364 1,256,925 SH   SOLE   799,168 0 457,757
Canadian Natural Resources COMMON 136385101 61,158 3,130,135 SH   SOLE   1,989,954 0 1,140,181
Chubb Corp COMMON 171232101 106,621 865,739 SH   SOLE   542,404 0 323,335
Compania Cervecerias Unidas Spon ADR COMMON 204429104 846 38,216 SH   SOLE   0 0 38,216
Compania de Minas Buenaventu Spon ADR COMMON 204448104 6,011 1,008,782 SH   SOLE   572,708 0 436,074
Clean Harbors Inc COMMON 184496107 36,891 839,005 SH   SOLE   530,336 0 308,669
Coca Cola Co COMMON 191216100 122,570 3,032,763 SH   SOLE   1,911,435 0 1,121,328
Colgate Palmolive Co COMMON 194162103 156,956 2,473,239 SH   SOLE   1,552,793 0 920,446
Costco Wholesale Corp COMMON 22160K105 41,308 285,734 SH   SOLE   180,575 0 105,159
Ebay Inc COMMON 278642103 30,858 1,262,809 SH   SOLE   797,895 0 464,914
Emerson Electric Co COMMON 291011104 51,712 1,170,802 SH   SOLE   733,613 0 437,189
Endurance Speciality Holdings COMMON G30397106 19,903 326,122 SH   SOLE   204,016 0 122,106
Estee Lauder Companies Class A COMMON 518439104 38,185 473,313 SH   SOLE   296,487 0 176,826
Expeditors Intl Wash Inc COMMON 302130109 20,146 428,214 SH   SOLE   268,307 0 159,907
Flir Systems Inc COMMON 302445101 48,944 1,748,757 SH   SOLE   1,104,780 0 643,977
Franklin Resources COMMON 354613101 33,196 887,781 SH   SOLE   557,569 0 330,212
Fresenius Med Care AG&CO KGA Spon ADR COMMON 358029106 28,342 723,225 SH   SOLE   336,856 0 386,369
Genpact Ltd COMMON G3922B107 16,026 678,801 SH   SOLE   504,228 0 174,573
Google Inc-Cl A COMMON 38259P508 40,577 63,590 SH   SOLE   40,185 0 23,405
Google Inc-Cl A COMMON 38259P706 15,210 25,010 SH   SOLE   15,794 0 9,216
Harley Davidson Inc COMMON 412822108 24,936 454,241 SH   SOLE   287,250 0 166,991
Intel Corp COMMON 458140100 86,546 2,871,805 SH   SOLE   1,809,694 0 1,062,111
Johnson and Johnson COMMON 478160104 187,838 2,012,227 SH   SOLE   1,264,589 0 747,638
JP Morgan Chase & Co COMMON 46625H100 29,505 483,964 SH   SOLE   305,694 0 178,270
Linear Technology Corp COMMON 535678106 110,896 2,748,462 SH   SOLE   1,725,138 0 1,023,324
Loews Corp COMMON 540424108 83,404 2,308,031 SH   SOLE   1,459,022 0 849,009
Luxottica Group Spa Spon ADR COMMON 55068R202 139,437 2,012,853 SH   SOLE   1,438,240 0 574,613
M & T Bank Corp COMMON 55261F104 45,238 370,961 SH   SOLE   234,029 0 136,932
McDonalds Corp COMMON 580135101 109,135 1,107,648 SH   SOLE   697,767 0 409,881
Merck & Co Inc COMMON 58933Y105 37,415 751,481 SH   SOLE   474,730 0 276,751
Microsoft Corp COMMON 594918104 57,851 1,307,296 SH   SOLE   825,663 0 481,633
Mindray Medical Int Spon ADR COMMON 602675100 17,019 778,221 SH   SOLE   565,611 0 212,610
MSC Industrial Direct Co Inc A COMMON 553530106 26,872 440,326 SH   SOLE   278,206 0 162,120
National Oilwell Varco Inc COMMON 637071101 17,277 458,844 SH   SOLE   290,271 0 168,573
Omnicom Group Inc COMMON 681919106 86,000 1,296,076 SH   SOLE   814,329 0 481,747
Oracle Corp COMMON 68389X105 112,157 3,105,434 SH   SOLE   1,957,175 0 1,148,259
Paychex Inc COMMON 704326107 27,195 571,018 SH   SOLE   357,899 0 213,119
PayPal Holdings Inc. COMMON 70450Y103 39,223 1,263,787 SH   SOLE   798,665 0 465,122
Pfizer Inc COMMON 717081103 67,292 2,142,495 SH   SOLE   1,353,493 0 789,002
Praxair Inc COMMON 74005P104 128,197 1,258,671 SH   SOLE   790,121 0 468,550
Procter & Gamble Co COMMON 742718109 152,689 2,123,029 SH   SOLE   1,333,256 0 789,773
Sociedad Quimica y Minera de Chile S.A. Spon ADR Ser B COMMON 833635105 868 59,712 SH   SOLE   33,516 0 26,196
Rayonier Inc COMMON 754907103 36,765 1,666,025 SH   SOLE   902,855 0 763,170
Renaissancere Holding Ltd COMMON G7496G103 27,300 256,788 SH   SOLE   160,947 0 95,841
Resmed Inc COMMON 761152107 15,105 296,404 SH   SOLE   185,740 0 110,664
Rogers Communications Inc COMMON 775109200 59,168 1,709,104 SH   SOLE   1,086,357 0 622,747
Sigma-Aldrich Corp COMMON 826552101 41,154 296,244 SH   SOLE   186,286 0 109,958
Superior Energy Services Inc COMMON 868157108 28,231 2,234,885 SH   SOLE   1,411,866 0 823,019
Taiwan Semiconductor Manufacturing MFG Spon ADR COMMON 874039100 1,785 86,042 SH   SOLE   0 0 86,042
Texas Instruments Inc COMMON 882508104 74,400 1,502,532 SH   SOLE   938,919 0 563,613
The Hershey Company COMMON 427866108 112,295 1,222,259 SH   SOLE   768,238 0 454,021
Time Warner Inc COMMON 887317303 66,632 969,314 SH   SOLE   609,540 0 359,774
Towers Watson & Co COMMON 891894107 15,219 129,505 SH   SOLE   81,143 0 48,362
The Travelers Cos Inc COMMON 89417E109 134,272 1,349,106 SH   SOLE   845,518 0 503,588
United Technologies Corp COMMON 913017109 34,298 385,471 SH   SOLE   268,345 0 117,126
US Bancorp Del COMMON 902973304 136,904 3,319,977 SH   SOLE   2,086,434 0 1,233,543
Varian Medical Systems Inc COMMON 92220P105 29,077 394,110 SH   SOLE   246,899 0 147,211
Waters Corp COMMON 941848103 50,981 431,317 SH   SOLE   270,175 0 161,142
Wells Fargo & Co COMMON 949746101 87,912 1,712,310 SH   SOLE   1,078,305 0 634,005
WMIH Corp COMMON 92936P100 2 582 SH   SOLE   408 0 174
Xilinx Inc COMMON 983919101 36,403 858,637 SH   SOLE   535,238 0 323,399