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
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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 COM 88579Y101 139,748 850,463 SH   SOLE   633,312 42,058 175,093
ADOBE SYS INC COM 00724F101 107,281 1,475,672 SH   SOLE   1,077,994 78,921 318,757
AIR PRODS & CHEMS INC COM 009158106 135,022 936,157 SH   SOLE   686,932 46,471 202,754
ALTERA CORP COM 021441100 95,078 2,573,836 SH   SOLE   1,881,084 128,860 563,892
AMAZON COM INC COM 023135106 114,722 369,654 SH   SOLE   275,484 17,433 76,737
AMERICAN EXPRESS CO COM 025816109 138,549 1,489,137 SH   SOLE   1,063,516 68,606 357,015
ANALOG DEVICES INC COM 032654105 336 6,057 SH   SOLE   6,057 0 0
APPLE INC COM 037833100 116,394 1,054,487 SH   SOLE   784,028 50,072 220,387
ARISTA NETWORKS INC COM 040413106 5,949 97,918 SH   SOLE   71,871 4,702 21,345
BANK NEW YORK MELLON CORP COM 064058100 649 16,000 SH   SOLE   0 0 16,000
BECTON DICKINSON & CO COM 075887109 94,468 678,841 SH   SOLE   491,726 40,098 147,017
BERKSHIRE HATHAWAY INC DEL CL A 084670108 3,164 14 SH   SOLE   4 0 10
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 175 1,165 SH   SOLE   1,165 0 0
CANADIAN NAT RES LTD COM 136385101 69,438 2,248,646 SH   SOLE   1,612,638 124,080 511,928
CANADIAN PAC RY LTD COM 13645T100 133,030 690,385 SH   SOLE   507,976 34,627 147,782
CARBO CERAMICS INC COM 140781105 29,038 725,035 SH   SOLE   544,028 36,528 144,479
CARMAX INC COM 143130102 61,193 919,090 SH   SOLE   670,591 45,004 203,495
CATERPILLAR INC DEL COM 149123101 87,919 960,544 SH   SOLE   704,678 47,116 208,750
CERNER CORP COM 156782104 65,137 1,007,378 SH   SOLE   735,508 50,040 221,830
CHART INDS INC COM PAR $0.01 16115Q308 26,907 786,756 SH   SOLE   580,830 39,636 166,290
CHEVRON CORP NEW COM 166764100 194 1,726 SH   SOLE   1,726 0 0
CISCO SYS INC COM 17275R102 120,768 4,341,843 SH   SOLE   3,203,411 223,819 914,613
CIT GROUP INC COM NEW 125581801 97,023 2,028,500 SH   SOLE   1,488,829 102,093 437,578
COMCAST CORP NEW CL A 20030N101 138,223 2,382,749 SH   SOLE   1,765,056 119,219 498,474
COSTCO WHSL CORP NEW COM 22160K105 107,833 760,729 SH   SOLE   567,309 36,419 157,001
DANONE-SPONS ADR Common Stocks 23636T100 87,556 6,644,319 SH   SOLE   4,994,412 331,016 1,318,891
DEVON ENERGY CORP NEW COM 25179M103 197 3,226 SH   SOLE   3,226 0 0
DEVON ENERGY PRODUCTION CO L P Common Stocks DVNPROD00 124 1 SH   SOLE   0 0 1
DISNEY WALT CO COM DISNEY 254687106 146,167 1,551,829 SH   SOLE   1,137,039 78,779 336,011
EBAY INC COM 278642103 131,714 2,347,014 SH   SOLE   1,725,158 112,736 509,120
ELECSYS CORP COM 28473M100 282 16,200 SH   SOLE   16,200 0 0
EMERSON ELEC CO COM 291011104 90,549 1,466,863 SH   SOLE   1,084,835 70,910 311,118
FACEBOOK INC CL A 30303M102 65,746 842,678 SH   SOLE   610,475 40,450 191,753
FEDEX CORP COM 31428X106 121,507 699,686 SH   SOLE   522,497 34,475 142,714
GOOGLE INC CL A 38259P508 75,063 141,453 SH   SOLE   104,088 6,817 30,548
GOOGLE INC CL C 38259P706 75,690 143,788 SH   SOLE   106,169 7,008 30,611
GRAINGER W W INC COM 384802104 117,338 460,349 SH   SOLE   337,694 23,387 99,268
JOHNSON & JOHNSON COM 478160104 92,599 885,520 SH   OTR   0 885,520 0
JOHNSON & JOHNSON COM 478160104 169,273 1,618,750 SH   SOLE   1,208,488 71,360 338,902
JPMORGAN CHASE & CO COM 46625H100 117,109 1,871,347 SH   SOLE   1,372,465 94,789 404,093
JUSTISS OIL INC Common Stocks 482196102 1,800 17,143 SH   SOLE   0 0 17,143
MCGRAW HILL FINL INC COM 580645109 93,693 1,052,969 SH   SOLE   780,608 51,679 220,682
MICROSOFT CORP COM 594918104 130,530 2,810,114 SH   SOLE   2,085,445 140,071 584,598
MONSANTO CO NEW COM 61166W101 141,738 1,186,394 SH   SOLE   876,511 58,173 251,710
NESTLE SA ADR Common Stocks 641069406 181,928 2,478,035 SH   SOLE   1,827,850 120,703 529,482
NIKE INC CL B 654106103 99,979 1,039,826 SH   SOLE   770,424 50,989 218,413
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 72,882 1,558,636 SH   SOLE   1,144,742 75,481 338,413
NOVARTIS A G SPONSORED ADR 66987V109 114,309 1,233,637 SH   SOLE   913,008 60,884 259,745
PACCAR INC COM 693718108 90,628 1,332,576 SH   SOLE   976,735 67,212 288,629
PEPSICO INC COM 713448108 111,173 1,175,688 SH   SOLE   880,877 58,118 236,693
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 34,506 4,552,199 SH   SOLE   3,329,210 232,541 990,448
PROCTER & GAMBLE CO COM 742718109 128,769 1,413,649 SH   SOLE   1,058,482 68,964 286,203
PROGRESSIVE CORP OHIO COM 743315103 99,292 3,678,848 SH   SOLE   2,694,394 186,999 797,455
ROCHE HOLDINGS LTD-SPONS ADR Common Stocks 771195104 122,853 3,618,322 SH   SOLE   2,684,313 178,704 755,305
SCANA CORP NEW COM 80589M102 434 7,183 SH   SOLE   0 0 7,183
SOUTHWESTERN ENERGY CO COM 845467109 80,967 2,966,906 SH   SOLE   2,186,457 142,151 638,298
SUNCOR ENERGY INC NEW COM 867224107 254 8,000 SH   SOLE   0 0 8,000
TEXAS INSTRS INC COM 882508104 151,004 2,824,352 SH   SOLE   2,051,670 150,659 622,023
TIFFANY & CO NEW COM 886547108 107,747 1,008,298 SH   SOLE   726,238 52,630 229,430
UNION PAC CORP COM 907818108 149,272 1,253,014 SH   SOLE   927,539 62,697 262,778
UNITEDHEALTH GROUP INC COM 91324P102 79,126 782,731 SH   SOLE   572,496 40,146 170,089
US BANCORP DEL COM NEW 902973304 103,456 2,301,581 SH   SOLE   1,695,193 115,991 490,397
WELLS FARGO & CO NEW COM 949746101 128,402 2,342,253 SH   SOLE   1,728,033 113,539 500,681
YUM BRANDS INC COM 988498101 96,711 1,327,534 SH   SOLE   984,731 65,761 277,042