Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	73,308	$9.197M	5.9%	$18.36	+55.5%	COM	037833100
NKE	NIKE INC	59,224	$6.394M	4.1%	$32.54	+37.6%	CL B	654106103
HD	HOME DEPOT INC	51,462	$5.715M	3.7%	$60.23	+44.6%	COM	437076102
—	EXPRESS SCRIPTS HLDG CO	53,068	$4.723M	3.0%	$74.64	—	COM	30219G108
ABBV	ABBVIE INC	55,168	$3.705M	2.4%	$31.68	+33.6%	COM	00287Y109
BA	BOEING CO	25,920	$3.599M	2.3%	$112.10	+14.9%	COM	097023105
JPM	JPMORGAN CHASE & CO	49,095	$3.333M	2.1%	$42.20	+16.4%	COM	46625H100
LOW	LOWES COS INC	49,012	$3.281M	2.1%	$39.01	+50.7%	COM	548661107
ETN	EATON CORP PLC	48,375	$3.258M	2.1%	$55.36	-0.4%	SHS	G29183103
—	CHICAGO BRIDGE & IRON CO N V	62,526	$3.133M	2.0%	$83.37	—	COM	167250109
WMB	WILLIAMS COS INC DEL	53,600	$3.071M	2.0%	$21.70	+29.4%	COM	969457100
CVS	CVS HEALTH CORP	28,841	$3.019M	1.9%	$58.38	+28.9%	COM	126650100
AMZN	AMAZON COM INC	6,760	$2.937M	1.9%	$17.45	+19.8%	COM	023135106
APD	AIR PRODS & CHEMS INC	21,175	$2.898M	1.9%	$79.28	+32.3%	COM	009158106
—	PRAXAIR INC	24,141	$2.893M	1.9%	$130.85	—	COM	74005P104
—	JOHNSON CTLS INC	58,200	$2.886M	1.8%	$47.29	—	COM	478366107
—	CYTEC INDS INC	47,276	$2.86M	1.8%	$72.35	—	COM	232820100
—	STERICYCLE INC	21,110	$2.826M	1.8%	$113.58	—	COM	858912108
UPS	UNITED PARCEL SERVICE INC	28,515	$2.765M	1.8%	$64.21	+5.5%	CL B	911312106
WFC	WELLS FARGO & CO NEW	46,693	$2.618M	1.7%	$33.69	+22.8%	COM	949746101
FDX	FEDEX CORP	15,220	$2.592M	1.7%	$115.29	+28.7%	COM	31428X106
BRK/B	BERKSHIRE HATHAWAY INC DEL	18,746	$2.55M	1.6%	$117.41	+21.5%	CL B NEW	084670702
INTC	INTEL CORP	81,516	$2.473M	1.6%	$18.92	+32.7%	COM	458140100
COF	CAPITAL ONE FINL CORP	27,950	$2.461M	1.6%	$59.90	+15.6%	COM	14040H105
CL	COLGATE PALMOLIVE CO	37,153	$2.43M	1.6%	$48.13	+10.1%	COM	194162103
NVO	NOVO-NORDISK A S	42,350	$2.321M	1.5%	$45.78	—	ADR	670100205
—	PRECISION CASTPARTS CORP	10,884	$2.177M	1.4%	$249.58	—	COM	740189105
V	VISA INC	32,225	$2.166M	1.4%	$58.66	+7.3%	COM CL A	92826C839
—	DREAMWORKS ANIMATION SKG INC	75,617	$1.99M	1.3%	$26.45	—	CL A	26153C103
—	CERNER CORP	28,600	$1.982M	1.3%	$69.30	—	COM	156782104
EBAY	EBAY INC	32,625	$1.963M	1.3%	$20.65	+7.5%	COM	278642103
NVS	NOVARTIS A G	19,099	$1.88M	1.2%	$85.43	—	SPONSORED ADR	66987V109
—	APACHE CORP	32,569	$1.879M	1.2%	$83.49	—	COM	037411105
—	COMPUTER SCIENCES CORP	27,672	$1.818M	1.2%	$60.81	—	COM	205363104
QCOM	QUALCOMM INC	27,525	$1.73M	1.1%	$53.89	-6.6%	COM	747525103
EMR	EMERSON ELEC CO	30,713	$1.704M	1.1%	$47.79	-7.5%	COM	291011104
FHI	FEDERATED INVS INC PA	50,425	$1.687M	1.1%	$18.82	+12.5%	CL B	314211103
HOLX	HOLOGIC INC	43,150	$1.641M	1.1%	$22.31	+56.9%	COM	436440101
HON	HONEYWELL INTL INC	15,926	$1.626M	1.0%	$64.77	+15.4%	COM	438516106
MRK	MERCK & CO INC NEW	26,795	$1.522M	1.0%	$35.76	+12.5%	COM	58933Y105
HAL	HALLIBURTON CO	33,176	$1.433M	0.9%	$43.28	-13.3%	COM	406216101
MSFT	MICROSOFT CORP	32,453	$1.431M	0.9%	$31.26	+25.7%	COM	594918104
—	UNITED TECHNOLOGIES CORP	12,511	$1.385M	0.9%	$116.64	—	COM	913017109
XOM	EXXON MOBIL CORP	15,230	$1.267M	0.8%	$57.70	-5.9%	COM	30231G102
TMO	THERMO FISHER SCIENTIFIC INC	9,575	$1.243M	0.8%	$116.84	+8.1%	COM	883556102
SAN	BANCO SANTANDER SA	175,097	$1.231M	0.8%	$9.57	—	ADR	05964H105
—	GOOGLE INC	2,360	$1.231M	0.8%	$572.79	—	CL C	38259P706
GILD	GILEAD SCIENCES INC	10,350	$1.211M	0.8%	$57.89	+31.3%	COM	375558103
TEVA	TEVA PHARMACEUTICAL INDS LTD	20,276	$1.203M	0.8%	$52.80	—	ADR	881624209
JNJ	JOHNSON & JOHNSON	11,646	$1.132M	0.7%	$67.31	+10.7%	COM	478160104
—	GOOGLE INC	1,990	$1.075M	0.7%	$1106.08	—	CL A	38259P508
CAT	CATERPILLAR INC DEL	12,608	$1.07M	0.7%	$71.23	-7.5%	COM	149123101
KO	COCA COLA CO	27,100	$1.065M	0.7%	$26.59	+9.2%	COM	191216100
BAC	BANK AMER CORP	59,950	$1.023M	0.7%	$13.14	-0.0%	COM	060505104
—	BAKER HUGHES INC	15,750	$971K	0.6%	$61.65	—	COM	057224107
PEP	PEPSICO INC	9,400	$879K	0.6%	$56.86	+21.9%	COM	713448108
VZ	VERIZON COMMUNICATIONS INC	18,706	$875K	0.6%	$26.20	+8.1%	COM	92343V104
WM	WASTE MGMT INC DEL	18,450	$857K	0.5%	$32.76	+24.9%	COM	94106L109
SLB	SCHLUMBERGER LTD	9,825	$850K	0.5%	$66.99	-0.3%	COM	806857108
AFL	AFLAC INC	13,300	$827K	0.5%	$23.98	+2.7%	COM	001055102
BDX	BECTON DICKINSON & CO	5,351	$759K	0.5%	$92.33	+27.1%	COM	075887109
MKC	MCCORMICK & CO INC	9,400	$759K	0.5%	$28.93	+9.9%	COM NON VTG	579780206
—	GENERAL ELECTRIC CO	27,500	$731K	0.5%	$25.94	—	COM	369604103
BMY	BRISTOL MYERS SQUIBB CO	10,872	$725K	0.5%	$36.27	+26.8%	COM	110122108
—	GOVERNMENT PPTYS INCOME TR	35,900	$666K	0.4%	$22.15	—	COM SHS BEN INT	38376A103
CVX	CHEVRON CORP NEW	6,730	$650K	0.4%	$70.22	-5.4%	COM	166764100
—	E M C CORP MASS	22,980	$606K	0.4%	$27.43	—	COM	268648102
—	MERGE HEALTHCARE INC	125,000	$600K	0.4%	$2.38	—	COM	589499102
PG	PROCTER & GAMBLE CO	7,260	$569K	0.4%	$56.88	+5.4%	COM	742718109
TGT	TARGET CORP	6,850	$558K	0.4%	$48.59	+21.5%	COM	87612E106
COP	CONOCOPHILLIPS	8,478	$519K	0.3%	$45.87	+1.1%	COM	20825C104
CHD	CHURCH & DWIGHT INC	6,200	$503K	0.3%	$28.51	+27.6%	COM	171340102
NEE	NEXTERA ENERGY INC	5,125	$503K	0.3%	$16.59	+16.2%	COM	65339F101
—	FIREEYE INC	9,975	$487K	0.3%	$40.73	—	COM	31816Q101
—	SPECTRA ENERGY CORP	14,825	$484K	0.3%	$36.87	—	COM	847560109
—	SEADRILL LIMITED	43,750	$451K	0.3%	$31.44	—	SHS	G7945E105
CSGP	COSTAR GROUP INC	2,150	$432K	0.3%	$18.86	+8.1%	COM	22160N109
—	WALGREENS BOOTS ALLIANCE INC	5,100	$430K	0.3%	$76.27	—	COM	931427108
IBN	ICICI BK LTD	40,000	$417K	0.3%	$18.21	—	ADR	45104G104
OXY	OCCIDENTAL PETE CORP DEL	5,259	$412K	0.3%	$62.47	-9.0%	COM	674599105
IBM	INTERNATIONAL BUSINESS MACHS	2,500	$405K	0.3%	$110.40	-6.7%	COM	459200101
MMM	3M CO	2,571	$397K	0.3%	$76.26	+24.4%	COM	88579Y101
TXN	TEXAS INSTRS INC	7,600	$392K	0.3%	$32.03	+28.8%	COM	882508104
DHR	DANAHER CORP DEL	4,350	$373K	0.2%	$30.77	+13.3%	COM	235851102
NAVI	NAVIENT CORP	19,100	$349K	0.2%	$16.58	+18.0%	COM	63938C108
CSCO	CISCO SYS INC	12,400	$340K	0.2%	$15.30	+34.8%	COM	17275R102
T	AT&T INC	8,795	$311K	0.2%	$11.23	+8.8%	COM	00206R102
VO	VANGUARD INDEX FDS	2,350	$299K	0.2%	$113.77	—	MID CAP ETF	922908629
ABT	ABBOTT LABS	6,018	$296K	0.2%	$30.74	+27.9%	COM	002824100
—	ANADARKO PETE CORP	3,650	$285K	0.2%	$87.89	—	COM	032511107
SEIC	SEI INVESTMENTS CO	5,800	$284K	0.2%	$31.02	+32.9%	COM	784117103
MTG	MGIC INVT CORP WIS	24,800	$283K	0.2%	$8.69	+22.9%	COM	552848103
ALSN	ALLISON TRANSMISSION HLDGS I	9,600	$282K	0.2%	$26.62	-2.3%	COM	01973R101
VB	VANGUARD INDEX FDS	2,270	$275K	0.2%	$116.30	—	SMALL CP ETF	922908751
SPY	SPDR S&P 500 ETF TR	1,300	$269K	0.2%	$187.66	—	TR UNIT	78462F103
—	NORDSTROM INC	3,575	$266K	0.2%	$62.38	—	COM	655664100
—	CHUBB CORP	2,800	$266K	0.2%	$89.35	—	COM	171232101
—	CONNECTICUT WTR SVC INC	7,334	$251K	0.2%	$34.21	—	COM	207797101
—	CREE INC	9,375	$244K	0.2%	$52.39	—	COM	225447101
CLNE	CLEAN ENERGY FUELS CORP	43,150	$242K	0.2%	$10.26	-26.9%	COM	184499101
AMGN	AMGEN INC	1,350	$208K	0.1%	$113.30	+3.8%	COM	031162100
—	MAGELLAN MIDSTREAM PRTNRS LP	2,800	$205K	0.1%	$69.69	—	COM UNIT RP LP	559080106
—	GENOMIC HEALTH INC	7,300	$203K	0.1%	$30.26	—	COM	37244C101
—	WESTPORT INNOVATIONS INC	22,050	$103K	0.1%	$15.37	—	COM NEW	960908309
—	NEURALSTEM INC	21,300	$42,000	0.0%	$4.18	—	COM	64127R302