Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	Actavis	8,756	$2.606M	1.7%	$202.75	—	COM	g0083b108
AAPL	Apple	19,969	$2.485M	1.6%	$19.29	+39.2%	COM	037833100
DIS	Walt Disney	22,473	$2.357M	1.5%	$56.57	+62.4%	COM	254687106
CTSH	Cognizant Tech	37,267	$2.325M	1.5%	$36.71	+42.4%	COM	192446102
TMO	Thermo Fisher Scientific	17,000	$2.284M	1.5%	$80.23	+55.5%	COM	883556102
CHD	Church & Dwight	25,946	$2.216M	1.4%	$26.18	+37.7%	COM	171340102
—	Visa	33,651	$2.201M	1.4%	$96.64	—	COM	92826c839
—	Express Scripts	25,101	$2.178M	1.4%	$61.73	—	COM	30219g108
FISV	Fiserv	27,422	$2.177M	1.4%	$24.54	+55.4%	COM	337738108
BALL	Ball Corp.	30,767	$2.173M	1.4%	$19.77	+56.6%	COM	058498106
COST	Costco	14,325	$2.17M	1.4%	$86.56	+39.7%	COM	22160K105
SYK	Stryker	23,477	$2.166M	1.4%	$56.92	+44.0%	COM	863667101
—	Jarden	40,760	$2.156M	1.4%	$54.18	—	COM	471109108
CL	Colgate Palmolive	30,543	$2.118M	1.4%	$44.47	+20.7%	COM	194162103
PEP	PepsiCo	22,104	$2.114M	1.4%	$56.00	+24.5%	COM	713448108
—	United Technologies	17,832	$2.09M	1.3%	$92.93	—	COM	913017109
ITW	Illinois Tool Works	21,407	$2.079M	1.3%	$49.85	+49.5%	COM	452308109
—	Oracle Corp.	48,056	$2.074M	1.3%	$30.81	—	COM	68389x105
NKE	Nike	20,652	$2.072M	1.3%	$26.77	+55.7%	COM	654106103
—	Sigma-Aldrich Corp.	14,862	$2.055M	1.3%	$80.43	—	COM	826552101
—	Walgreens Alliance Boots	24,241	$2.053M	1.3%	$76.21	—	COM	931427108
AMGN	Amgen	12,608	$2.015M	1.3%	$73.34	+56.9%	COM	031162100
JPM	J.P. Morgan Chase	32,933	$1.995M	1.3%	$36.24	+22.2%	COM	46625H100
JNJ	Johnson & Johnson	19,532	$1.965M	1.3%	$59.66	+25.9%	COM	478160104
ECL	Ecolab	17,030	$1.948M	1.3%	$73.48	+32.3%	COM	278865100
PG	Procter & Gamble	23,103	$1.893M	1.2%	$55.00	+15.6%	COM	742718109
GIS	General Mills	33,370	$1.889M	1.2%	$31.98	+14.6%	COM	370334104
MMM	3M Co.	11,305	$1.865M	1.2%	$61.26	+58.1%	COM	88579Y101
AFL	AFLAC	28,544	$1.827M	1.2%	$20.11	+17.4%	COM	001055102
WMT	Wal-Mart	21,870	$1.799M	1.2%	$19.98	+15.3%	COM	931142103
CVX	Chevron Corp.	17,073	$1.792M	1.2%	$71.13	-5.9%	COM	166764100
XOM	ExxonMobil	20,870	$1.774M	1.1%	$53.69	+3.5%	COM	30231G102
APH	Amphenol	30,075	$1.772M	1.1%	$10.06	+25.5%	COM	032095101
QCOM	Qualcomm	24,864	$1.724M	1.1%	$47.23	+9.4%	COM	747525103
AXP	American Express	21,949	$1.715M	1.1%	$59.62	+19.1%	COM	025816109
ADP	Automatic Data Processing	19,630	$1.681M	1.1%	$45.09	+50.6%	COM	053015103
COR	AmerisourceBergen	14,745	$1.676M	1.1%	$38.92	+90.0%	COM	03073E105
CVS	CVS Health	15,823	$1.633M	1.0%	$42.17	+76.1%	COM	126650100
SLB	Schlumberger Ltd.	19,351	$1.615M	1.0%	$53.40	+14.9%	COM	806857108
—	ConocoPhillips	25,780	$1.605M	1.0%	$62.84	—	COM	20825c104
AMZN	Amazon.com	4,287	$1.595M	1.0%	$13.37	+31.5%	COM	023135106
ORLY	O'Reilly Auto	7,251	$1.568M	1.0%	$7.82	+71.9%	COM	67103H107
—	AT&T	47,741	$1.559M	1.0%	$35.34	—	COM	00206r102
—	Stericycle	11,098	$1.558M	1.0%	$111.57	—	COM	858912108
WFC	Wells Fargo	28,179	$1.533M	1.0%	$30.42	+31.0%	COM	949746101
—	Cerner	20,732	$1.519M	1.0%	$59.61	—	COM	156782104
EMR	Emerson Electric	26,584	$1.505M	1.0%	$40.02	+8.4%	COM	291011104
—	AGL Resources	29,786	$1.479M	1.0%	$43.44	—	COM	001204106
CSL	Carlisle	15,734	$1.457M	0.9%	$56.18	+42.9%	COM	142339100
DOV	Dover	20,944	$1.448M	0.9%	$39.99	+18.7%	COM	260003108
IBM	IBM	8,881	$1.425M	0.9%	$118.82	-18.8%	COM	459200101
LOW	Lowes	18,801	$1.399M	0.9%	$32.23	+82.9%	COM	548661107
VZ	Verizon	28,216	$1.372M	0.9%	$27.08	+2.0%	COM	92343V104
DHR	Danaher	16,090	$1.366M	0.9%	$25.01	+39.4%	COM	235851102
MSFT	Microsoft	32,592	$1.325M	0.9%	$26.70	+39.5%	COM	594918104
—	NextEra Energy	12,663	$1.318M	0.8%	$82.18	—	COM	65339f101
CLX	Clorox	11,883	$1.312M	0.8%	$60.00	+33.2%	COM	189054109
—	C.R. Bard	7,716	$1.291M	0.8%	$108.70	—	COM	067383109
ROP	Roper Industries	7,306	$1.257M	0.8%	$113.86	+33.2%	COM	776696106
NOC	Northrop Grumman	7,495	$1.206M	0.8%	$62.64	+113.6%	COM	666807102
GWW	W.W. Grainger	4,958	$1.169M	0.8%	$202.37	-1.2%	COM	384802104
—	Google Class A	2,053	$1.139M	0.7%	$872.62	—	COM	38259P508
BDX	Becton Dickinson	7,900	$1.134M	0.7%	$78.11	+51.8%	COM	075887109
MCD	McDonalds	11,539	$1.124M	0.7%	$71.78	+0.5%	COM	580135101
SHW	Sherwin-Williams	3,899	$1.109M	0.7%	$55.39	+52.0%	COM	824348106
HD	Home Depot	9,635	$1.095M	0.7%	$60.45	+41.2%	COM	437076102
BA	Boeing	7,099	$1.065M	0.7%	$124.03	+3.0%	COM	097023105
CSCO	Cisco Systems	38,542	$1.061M	0.7%	$15.24	+31.9%	COM	17275R102
GPC	Genuine Parts	11,299	$1.053M	0.7%	$54.12	+30.1%	COM	372460105
—	Royal Dutch Shell 'A'	17,371	$1.036M	0.7%	$63.23	—	COM	780259206
TXN	Texas Instruments	18,053	$1.032M	0.7%	$25.31	+64.9%	COM	882508104
—	Anadarko Petroleum	12,172	$1.008M	0.6%	$85.79	—	COM	032511107
—	Google Class C	1,795	$984K	0.6%	$575.39	—	COM	38259P706
SO	Southern Company	21,854	$968K	0.6%	$26.31	+13.8%	COM	842587107
EBAY	Ebay	16,662	$961K	0.6%	$19.76	+7.4%	COM	278642103
LMT	Lockheed Martin	4,652	$944K	0.6%	$79.82	+84.3%	COM	539830109
UNH	UnitedHealth Group	7,792	$922K	0.6%	$50.75	+83.6%	COM	91324P102
—	BB&T Corp.	23,320	$909K	0.6%	$35.62	—	COM	054937107
—	Priceline Group	766	$892K	0.6%	$1164.49	—	COM	741503403
—	Baker Hughes	14,008	$891K	0.6%	$46.12	—	COM	057224107
HON	Honeywell	8,457	$882K	0.6%	$54.41	+34.2%	COM	438516106
INTU	Intuit	8,961	$869K	0.6%	$54.39	+56.6%	COM	461202103
NVO	Novo Nordisk	15,545	$830K	0.5%	$67.77	—	COM	670100205
SBUX	Starbucks	8,748	$828K	0.5%	$27.56	+31.0%	COM	855244109
BIIB	Biogen IDEC Inc.	1,818	$768K	0.5%	$262.97	+49.9%	COM	09062X103
ABT	Abbott Laboratories	16,452	$762K	0.5%	$28.84	+29.7%	COM	002824100
BUD	Anheuser-Busch InBev	6,155	$750K	0.5%	$90.56	—	COM	03524A108
—	EMC	28,547	$730K	0.5%	$23.70	—	COM	268648102
DLTR	Dollar Tree	8,980	$729K	0.5%	$48.85	+55.4%	COM	256746108
IDXX	IDEXX Laboratories	4,560	$704K	0.5%	$64.73	+20.2%	COM	45168D104
LLY	Eli Lilly	9,629	$700K	0.4%	$45.17	+29.8%	COM	532457108
—	Bemis	15,085	$699K	0.4%	$39.17	—	COM	081437105
TGT	Target	8,505	$698K	0.4%	$47.95	+16.8%	COM	87612E106
—	St. Jude Medical	10,631	$695K	0.4%	$46.78	—	COM	790849103
APD	Air Products & Chem.	4,540	$687K	0.4%	$61.55	+71.9%	COM	009158106
—	Flowserve	12,043	$680K	0.4%	$59.86	—	COM	34354p105
—	ITT Corporation	16,980	$678K	0.4%	$39.93	—	COM	450911201
—	Dominion Resources	9,549	$677K	0.4%	$56.86	—	COM	25746u109
FLR	Fluor Corporation	11,752	$672K	0.4%	$56.60	-9.8%	COM	343412102
EW	Edwards Lifesciences	4,547	$648K	0.4%	$11.54	+94.4%	COM	28176E108
FAST	Fastenal Co.	14,951	$619K	0.4%	$8.80	-8.1%	COM	311900104
DE	Deere	6,807	$597K	0.4%	$70.31	+3.8%	COM	244199105
DCI	Donaldson	15,790	$595K	0.4%	$29.57	+5.7%	COM	257651109
—	Praxair	4,454	$538K	0.3%	$120.99	—	COM	74005P104
—	Unilever N.V.	12,414	$518K	0.3%	$39.28	—	COM	904784709
—	Whole Foods Market	9,440	$492K	0.3%	$43.01	—	COM	966837106
MAR	Marriott Intl. Class A	6,112	$491K	0.3%	$36.65	+95.4%	COM	571903202
SJM	J.M. Smucker	3,980	$461K	0.3%	$71.06	+11.8%	COM	832696405
FDS	Factset Research	2,767	$441K	0.3%	$83.78	+59.7%	COM	303075105
MKC	McCormick	5,702	$440K	0.3%	$28.19	+7.0%	COM	579780206
—	GlaxoSmithkline PLC	9,016	$416K	0.3%	$42.85	—	COM	37733W105
—	Bed Bath & Beyond	5,115	$393K	0.3%	$76.28	—	COM	075896100
—	Varian Med Sys Inc	4,013	$378K	0.2%	$67.66	—	COM	92220P105
FDX	FedEx	2,257	$373K	0.2%	$81.95	+80.4%	COM	31428X106
GILD	Gilead Sciences	3,704	$363K	0.2%	$71.54	-1.4%	COM	375558103
—	R. R. Donelley	15,105	$290K	0.2%	$16.52	—	COM	257867101
—	Jacobs Engineering	6,320	$285K	0.2%	$54.84	—	COM	469814107
HAL	Halliburton	6,430	$282K	0.2%	$38.86	-13.0%	COM	406216101
—	Blackstone Group	7,165	$279K	0.2%	$38.94	—	COM	09253u108
OKE	Oneok	5,450	$263K	0.2%	$23.29	0.0%	COM	682680103
—	Frontier Communications	36,885	$260K	0.2%	$6.32	—	COM	35906A108
—	Altria Group	5,010	$251K	0.2%	$46.29	—	COM	02209s103
—	Duke Energy	3,226	$248K	0.2%	$75.33	—	COM	26441c204
ORI	Old Republic Int'l	16,500	$247K	0.2%	$6.80	-0.8%	COM	680223104
KMB	Kimberly Clark	2,285	$245K	0.2%	$63.06	+21.0%	COM	494368103
BP	BP	6,110	$239K	0.2%	$38.13	—	COM	055622104
—	TECO Energy	12,020	$233K	0.1%	$17.88	—	COM	872375100
EFX	Equifax	2,325	$216K	0.1%	$79.92	0.0%	COM	294429105
—	CenturyLink	6,180	$214K	0.1%	$40.71	—	COM	156700106
—	PPL Corp	6,320	$213K	0.1%	$36.39	—	COM	69351t106
—	Quest Diagnostics	2,765	$212K	0.1%	$76.67	—	COM	74834l100
WDC	Western Digital Corp	2,238	$204K	0.1%	$65.44	0.0%	COM	958102105
—	Noble Corp	10,915	$156K	0.1%	$16.58	—	COM	g65431101
—	Windsteam Holdings	10,225	$76,000	0.0%	$10.76	—	COM	97382A101
AMD	Advanced Micro	24,820	$67,000	0.0%	$4.05	-30.6%	COM	007903107