Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
SSYS	STRATASYS LTD.	247,084	$26.21M	4.7%	$106.09	$80.62	+31.6%	SHS	M85548101
AAPL	APPLE INC	45,319	$24.32M	4.3%	$536.73 *	$13.22	+26.7%	COM	037833100
—	GOOGLE INC	20,149	$22.46M	4.0%	$1114.50	$880.35	—	CL A	38259P508
TRMB	TRIMBLE NAVIGATION LTD	542,144	$21.07M	3.7%	$38.87	$27.63	+40.7%	COM	896239100
META	FACEBOOK INC	294,905	$17.77M	3.2%	$60.24	$25.88	+131.2%	CL A	30303M102
—	MEDTRONIC INC	231,153	$14.22M	2.5%	$61.54	$51.89	—	COM	585055106
SMG	SCOTTS MIRACLE GRO CO	230,826	$14.14M	2.5%	$61.28 *	$29.98	+35.5%	CL A	810186106
MSFT	MICROSOFT CORP	337,962	$13.85M	2.5%	$40.99 *	$26.70	+28.3%	COM	594918104
INTU	INTUIT	151,805	$11.8M	2.1%	$77.72 *	$54.39	+29.6%	COM	461202103
JNJ	JOHNSON & JOHNSON	111,534	$10.96M	1.9%	$98.22 *	$59.79	+18.5%	COM	478160104
MCK	MCKESSON CORP	51,456	$9.085M	1.6%	$176.56 *	$101.46	+59.6%	COM	58155Q103
ECL	ECOLAB INC	84,074	$9.079M	1.6%	$107.99 *	$73.48	+29.2%	COM	278865100
YUM	YUM BRANDS INC	118,835	$8.958M	1.6%	$75.38 *	$38.97	+11.2%	COM	988498101
QCOM	QUALCOMM INC	113,577	$8.956M	1.6%	$78.85 *	$45.15	+25.7%	COM	747525103
COST	COSTCO WHSL CORP NEW	78,230	$8.736M	1.6%	$111.67 *	$86.96	+2.6%	COM	22160K105
IBM	INTERNATIONAL BUSINESS MACHS	44,426	$8.551M	1.5%	$192.48 *	$118.94	-3.8%	COM	459200101
EBAY	EBAY INC	152,611	$8.43M	1.5%	$55.24 *	$20.18	+2.5%	COM	278642103
GWW	GRAINGER W W INC	31,776	$8.028M	1.4%	$252.64 *	$201.89	+3.3%	COM	384802104
CHD	CHURCH & DWIGHT INC	115,760	$7.995M	1.4%	$69.07 *	$26.18	+12.3%	COM	171340102
ACN	ACCENTURE PLC IRELAND	99,471	$7.929M	1.4%	$79.71 *	$63.76	+1.9%	SHS CLASS A	G1151C101
ADBE	ADOBE SYS INC	119,029	$7.824M	1.4%	$65.73	$44.30	+48.4%	COM	00724F101
—	TUPPERWARE BRANDS CORP	89,767	$7.518M	1.3%	$83.75	$78.26	—	COM	899896104
FDX	FEDEX CORP	56,561	$7.497M	1.3%	$132.55 *	$81.95	+37.2%	COM	31428X106
HD	HOME DEPOT INC	94,252	$7.458M	1.3%	$79.13 *	$56.05	+7.4%	COM	437076102
HAIN	HAIN CELESTIAL GROUP INC	81,195	$7.423M	1.3%	$91.42 *	$32.22	+41.9%	COM	405217100
GILD	GILEAD SCIENCES INC	97,375	$6.899M	1.2%	$70.85 *	$36.85	+33.6%	COM	375558103
INTC	INTEL CORP	239,320	$6.177M	1.1%	$25.81 *	$17.18	+12.8%	COM	458140100
AMGN	AMGEN INC	48,843	$6.024M	1.1%	$123.33 *	$73.46	+20.6%	COM	031162100
NVS	NOVARTIS A G	68,123	$5.791M	1.0%	$85.01	$72.61	+17.1%	SPONSORED ADR	66987V109
—	SOLAZYME INC	494,745	$5.743M	1.0%	$11.61	$11.70	—	COM	83415T101
PEP	PEPSICO INC	67,965	$5.675M	1.0%	$83.50 *	$56.01	+4.9%	COM	713448108
—	PALL CORP	63,420	$5.674M	1.0%	$89.47	$66.43	—	COM	696429307
ABBV	ABBVIE INC	104,618	$5.377M	1.0%	$51.40 *	$26.68	+20.2%	COM	00287Y109
—	SIGMA ALDRICH CORP	54,023	$5.044M	0.9%	$93.37	$80.74	—	COM	826552101
ADP	AUTOMATIC DATA PROCESSING IN	64,861	$5.011M	0.9%	$77.26 *	$45.32	+15.8%	COM	053015103
TEVA	TEVA PHARMACEUTICAL INDS LTD	94,610	$4.999M	0.9%	$52.84	$38.94	+35.7%	ADR	881624209
—	CELGENE CORP	34,008	$4.747M	0.8%	$139.58	$117.39	—	COM	151020104
MAC	MACERICH CO	75,118	$4.682M	0.8%	$62.33	$60.97	—	COM	554382101
—	ALLERGAN INC	37,375	$4.638M	0.8%	$124.09	$84.81	—	COM	018490102
TXN	TEXAS INSTRS INC	95,833	$4.519M	0.8%	$47.15 *	$25.79	+32.6%	COM	882508104
NKE	NIKE INC	61,057	$4.509M	0.8%	$73.85 *	$26.53	+20.2%	CL B	654106103
—	XEROX CORP	398,755	$4.505M	0.8%	$11.30	$10.14	—	COM	984121103
SAP	SAP AG	55,403	$4.504M	0.8%	$81.30	$77.74	+4.6%	SPON ADR	803054204
—	MYLAN INC	91,198	$4.453M	0.8%	$48.83	$31.18	—	COM	628530107
NSC	NORFOLK SOUTHERN CORP	44,677	$4.341M	0.8%	$97.16 *	$57.66	+30.0%	COM	655844108
PG	PROCTER & GAMBLE CO	53,607	$4.32M	0.8%	$80.59 *	$55.00	+5.3%	COM	742718109
BAX	BAXTER INTL INC	58,041	$4.27M	0.8%	$73.57 *	$30.42	+7.2%	COM	071813109
SYY	SYSCO CORP	117,386	$4.241M	0.8%	$36.13 *	$24.40	+7.6%	COM	871829107
CMI	CUMMINS INC	28,011	$4.173M	0.7%	$148.98 *	$81.71	+33.2%	COM	231021106
ICE	INTERCONTINENTALEXCHANGE GRO	20,215	$3.999M	0.7%	$197.82 *	$35.92	-5.1%	COM	45866F104
BIIB	BIOGEN IDEC INC	12,703	$3.885M	0.7%	$305.83	$213.90	+43.0%	COM	09062X103
—	WALGREEN CO	57,800	$3.816M	0.7%	$66.02	$44.20	—	COM	931422109
WHR	WHIRLPOOL CORP	24,990	$3.735M	0.7%	$149.46	$122.49	+22.0%	COM	963320106
KO	COCA COLA CO	96,027	$3.712M	0.7%	$38.66 *	$27.85	-4.0%	COM	191216100
DCI	DONALDSON INC	85,000	$3.604M	0.6%	$42.40 *	$29.49	+18.2%	COM	257651109
WAT	WATERS CORP	32,767	$3.552M	0.6%	$108.40	$95.76	+13.2%	COM	941848103
MMM	3M CO	25,174	$3.415M	0.6%	$135.66 *	$61.46	+27.1%	COM	88579Y101
ORCL	ORACLE CORP	81,381	$3.329M	0.6%	$40.91 *	$27.65	+24.3%	COM	68389X105
—	PETSMART INC	47,360	$3.263M	0.6%	$68.90	$66.99	—	COM	716768106
CVS	CVS CAREMARK CORPORATION	43,560	$3.26M	0.6%	$74.84 *	$51.11	+6.1%	COM	126650100
—	E M C CORP MASS	115,820	$3.174M	0.6%	$27.40	$23.62	—	COM	268648102
—	STERICYCLE INC	27,880	$3.167M	0.6%	$113.59	$110.44	—	COM	858912108
SYK	STRYKER CORP	38,411	$3.129M	0.6%	$81.46 *	$56.92	+24.7%	COM	863667101
MRK	MERCK & CO INC NEW	54,783	$3.11M	0.6%	$56.77 *	$30.38	+23.9%	COM	58933Y105
ETN	EATON CORP PLC	37,945	$2.85M	0.5%	$75.11 *	$54.72	+3.6%	SHS	G29183103
—	TIFFANY & CO NEW	32,175	$2.771M	0.5%	$86.12	$72.85	—	COM	886547108
CSCO	CISCO SYS INC	123,430	$2.766M	0.5%	$22.41 *	$15.24	+1.9%	COM	17275R102
VZ	VERIZON COMMUNICATIONS INC	58,053	$2.761M	0.5%	$47.56 *	$26.96	-3.4%	COM	92343V104
DVA	DAVITA HEALTHCARE PARTNERS I	39,365	$2.71M	0.5%	$68.84	$59.91	+14.9%	COM	23918K108
AMZN	AMAZON COM INC	7,940	$2.67M	0.5%	$336.27 *	$13.70	+22.7%	COM	023135106
VCSH	VANGUARD SCOTTSDALE FDS	32,364	$2.588M	0.5%	$79.97	$79.99	-0.0%	SHRT TRM CORP BD	92206C409
PFE	PFIZER INC	78,729	$2.528M	0.4%	$32.11 *	$16.62	+12.3%	COM	717081103
HSIC	SCHEIN HENRY INC	21,065	$2.514M	0.4%	$119.34 *	$36.66	+27.7%	COM	806407102
MCD	MCDONALDS CORP	23,640	$2.317M	0.4%	$98.01 *	$71.80	+0.9%	COM	580135101
ADSK	AUTODESK INC	45,130	$2.219M	0.4%	$49.17	$38.93	+26.3%	COM	052769106
ABT	ABBOTT LABS	55,343	$2.131M	0.4%	$38.51 *	$28.85	+6.5%	COM	002824100
EW	EDWARDS LIFESCIENCES CORP	28,100	$2.084M	0.4%	$74.16 *	$11.84	+4.4%	COM	28176E108
SHY	ISHARES TR	24,662	$2.082M	0.4%	$84.42	$84.42	+0.0%	1-3 YR TR BD ETF	464287457
—	BARD C R INC	13,685	$2.025M	0.4%	$147.97	$108.69	—	COM	067383109
—	PRICELINE COM INC	1,680	$2.002M	0.4%	$1191.67	$1170.83	—	COM NEW	741503403
—	KANSAS CITY SOUTHERN	19,350	$1.974M	0.4%	$102.02	$102.02	—	COM NEW	485170302
—	GENERAL ELECTRIC CO	71,250	$1.844M	0.3%	$25.88	$23.53	—	COM	369604103
—	BED BATH & BEYOND INC	24,875	$1.711M	0.3%	$68.78	$70.94	—	COM	075896100
LLY	LILLY ELI & CO	28,802	$1.695M	0.3%	$58.85 *	$42.21	+11.7%	COM	532457108
—	POWERSHARES ETF TRUST II	66,895	$1.659M	0.3%	$24.80	$24.80	—	SENIOR LN PORT	73936Q769
BMY	BRISTOL MYERS SQUIBB CO	31,850	$1.654M	0.3%	$51.93 *	$29.29	+19.7%	COM	110122108
VYM	VANGUARD WHITEHALL FDS INC	25,982	$1.639M	0.3%	$63.08	$59.40	+6.3%	HIGH DIV YLD	921946406
PAYX	PAYCHEX INC	37,270	$1.587M	0.3%	$42.58 *	$26.55	+11.8%	COM	704326107
UPS	UNITED PARCEL SERVICE INC	16,178	$1.575M	0.3%	$97.35 *	$56.31	+14.3%	CL B	911312106
—	HARMAN INTL INDS INC	14,600	$1.553M	0.3%	$106.37	$82.72	—	COM	413086109
ISRG	INTUITIVE SURGICAL INC	3,460	$1.515M	0.3%	$437.86 *	$54.84	-11.3%	COM NEW	46120E602
BGS	B & G FOODS INC NEW	46,575	$1.402M	0.2%	$30.10 *	$14.19	-10.1%	COM	05508R106
CAT	CATERPILLAR INC DEL	14,087	$1.399M	0.2%	$99.31 *	$61.56	+19.4%	COM	149123101
SLB	SCHLUMBERGER LTD	13,405	$1.306M	0.2%	$97.43 *	$61.36	+15.3%	COM	806857108
—	BLACKROCK FLOATING RATE INCO	81,670	$1.162M	0.2%	$14.23	$14.00	—	COM	091941104
UNP	UNION PAC CORP	6,150	$1.154M	0.2%	$187.64 *	$57.12	+26.6%	COM	907818108
FMX	FOMENTO ECONOMICO MEXICANO S	12,375	$1.153M	0.2%	$93.17	$110.98	-16.0%	SPON ADR UNITS	344419106
—	COMPUTER SCIENCES CORP	18,580	$1.13M	0.2%	$60.82	$43.76	—	COM	205363104
GS	GOLDMAN SACHS GRP INC	6,310	$1.033M	0.2%	$163.71 *	$133.70	-2.4%	COM	38141G104
OMC	OMNICOM GROUP INC	14,035	$1.018M	0.2%	$72.53 *	$45.10	+9.3%	COM	681919106
GRMN	GARMIN LTD	17,775	$982K	0.2%	$55.25 *	$23.52	+65.3%	SHS	H2906T109
A	AGILENT TECHNOLOGIES INC	16,380	$915K	0.2%	$55.86 *	$27.97	+29.7%	COM	00846U101
—	MENS WEARHOUSE INC	17,775	$870K	0.2%	$48.95	$37.82	—	COM	587118100
WMT	WAL-MART STORES INC	11,379	$869K	0.2%	$76.37 *	$19.98	+1.5%	COM	931142103
UNH	UNITEDHEALTH GROUP INC	10,050	$823K	0.1%	$81.89 *	$50.75	+33.7%	COM	91324P102
CL	COLGATE PALMOLIVE CO	12,620	$818K	0.1%	$64.82 *	$44.38	+11.2%	COM	194162103
GM	GENERAL MTRS CO	23,250	$800K	0.1%	$34.41 *	$28.16	-8.0%	COM	37045V100
—	TIBCO SOFTWARE INC	38,275	$777K	0.1%	$20.30	$22.20	—	COM	88632Q103
LQD	ISHARES TR	6,445	$753K	0.1%	$116.83	$118.64	-1.4%	IBOXX INV CP ETF	464287242
IBB	ISHARES TR	3,075	$726K	0.1%	$236.10 *	$58.48	+34.7%	NASDQ BIOTEC ETF	464287556
NEE	NEXTERA ENERGY INC	7,450	$712K	0.1%	$95.57 *	$14.15	+24.1%	COM	65339F101
AXP	AMERICAN EXPRESS CO	7,675	$690K	0.1%	$89.90 *	$60.44	+25.9%	COM	025816109
BRK/B	BERKSHIRE HATHAWAY INC DEL	5,253	$656K	0.1%	$124.88	$112.39	+11.2%	CL B NEW	084670702
—	SYMANTEC CORP	31,710	$633K	0.1%	$19.96	$22.48	—	COM	871503108
VYX	NCR CORP NEW	16,900	$617K	0.1%	$36.51 *	$22.06	+1.7%	COM	62886E108
—	CITRIX SYS INC	10,250	$588K	0.1%	$57.37	$60.36	—	COM	177376100
—	EXPRESS SCRIPTS HLDG CO	7,030	$527K	0.1%	$74.96	$61.86	—	COM	30219G108
WM	WASTE MGMT INC DEL	12,425	$522K	0.1%	$42.01 *	$30.77	+7.6%	COM	94106L109
DHR	DANAHER CORP DEL	6,450	$483K	0.1%	$74.88 *	$25.01	+22.0%	COM	235851102
DIS	DISNEY WALT CO	5,603	$448K	0.1%	$79.96 *	$56.11	+28.3%	COM DISNEY	254687106
MAN	MANPOWERGROUP INC	5,660	$446K	0.1%	$78.80	$55.02	+43.3%	COM	56418H100
CRM	SALESFORCE COM INC	7,675	$438K	0.1%	$57.07	$41.15	+37.1%	COM	79466L302
—	DU PONT E I DE NEMOURS & CO	6,325	$424K	0.1%	$67.04	$52.83	—	COM	263534109
D	DOMINION RES INC VA NEW	5,700	$404K	0.1%	$70.88 *	$34.53	+25.4%	COM	25746U109
AEP	AMERICAN ELEC PWR INC	7,900	$400K	0.1%	$50.63 *	$30.43	+9.5%	COM	025537101
—	KELLOGG CO	5,975	$374K	0.1%	$62.59 *	$38.91	+0.6%	COM	487836108
EIX	EDISON INTL	6,575	$372K	0.1%	$56.58 *	$30.71	+18.0%	COM	281020107
—	WISCONSIN ENERGY CORP	7,700	$358K	0.1%	$46.49	$40.99	—	COM	976657106
—	BLACKROCK INC	1,030	$323K	0.1%	$313.59	$281.13	—	COM	09247X101
SBUX	STARBUCKS CORP	4,275	$313K	0.1%	$73.22 *	$24.37	+19.4%	COM	855244109
KMT	KENNAMETAL INC	6,800	$301K	0.1%	$44.26 *	$28.75	+12.4%	COM	489170100
UMBF	UMB FINL CORP	4,439	$287K	0.1%	$64.65	$58.33	+10.9%	COM	902788108
—	HEALTH CARE REIT INC	4,800	$286K	0.1%	$59.58	$67.08	—	COM	42217K106
—	ACTAVIS PLC	1,325	$272K	0.0%	$205.28	$205.28	—	SHS	G0083B108
WFC	WELLS FARGO & CO NEW	5,370	$267K	0.0%	$49.72 *	$30.98	+15.4%	COM	949746101
CCL	CARNIVAL CORP	6,850	$259K	0.0%	$37.81 *	$33.09	-4.2%	PAIRED CTF	143658300
—	INGERSOLL-RAND PLC	4,400	$251K	0.0%	$57.05	$55.45	—	SHS	G47791101
—	ENERGY TRANSFER PRTNRS L P	4,545	$244K	0.0%	$53.69	$56.80	—	UNIT LTD PARTN	29273R109
SO	SOUTHERN CO	5,486	$241K	0.0%	$43.93 *	$26.74	-0.5%	COM	842587107
—	WHOLE FOODS MKT INC	4,550	$230K	0.0%	$50.55	$58.48	—	COM	966837106
JPM	JPMORGAN CHASE & CO	3,700	$224K	0.0%	$60.54 *	$39.63	+11.6%	COM	46625H100
—	JOHNSON CTLS INC	4,750	$224K	0.0%	$47.16	$51.37	—	COM	478366107
—	BOULDER TOTAL RETURN FD INC	9,097	$221K	0.0%	$24.29	$24.29	—	COM	101541100
PEG	PUBLIC SVC ENTERPRISE GROUP	5,650	$215K	0.0%	$38.05 *	$22.69	+11.2%	COM	744573106
ITW	ILLINOIS TOOL WKS INC	2,650	$215K	0.0%	$81.13 *	$54.78	+13.0%	COM	452308109
—	ORGANOVO HLDGS INC	17,125	$130K	0.0%	$7.59	$5.78	—	COM	68620A104
—	AVANIR PHARMACEUTICALS INC	15,200	$55,000	0.0%	$3.62	$4.21	—	CL A NEW	05348P401