Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BIDU	Baidu, Inc.	42,060	$9.589M	9.7%	$190.65	—	ADR	056752108
AAPL	Apple Inc.	46,781	$5.164M	5.2%	$18.20	+32.4%	COM	037833100
UNP	Union Pacific Corp.	40,511	$4.847M	4.9%	$65.83	+35.9%	COM	907818108
—	Blackstone Group LP	101,416	$3.431M	3.5%	$23.37	—	COM	09253U108
CMI	Cummins, Inc.	21,250	$3.064M	3.1%	$81.53	+28.3%	COM	231021106
LOW	Lowe's Companies	38,481	$2.647M	2.7%	$43.54	+12.6%	COM	548661107
META	Facebook, Inc.	32,913	$2.568M	2.6%	$72.85	+4.2%	COM	30303M102
GILD	Gilead Sciences, Inc.	26,260	$2.475M	2.5%	$68.53	+4.9%	COM	375558103
AMP	Ameriprise Financial, Inc.	18,246	$2.413M	2.5%	$77.21	+29.6%	COM	03076C106
HD	Home Depot, Inc.	22,831	$2.397M	2.4%	$65.73	+13.8%	COM	437076102
—	Google Inc., Class A	4,512	$2.394M	2.4%	$885.47	—	COM	38259P508
AMAT	Applied Materials	95,330	$2.376M	2.4%	$19.16	+2.5%	COM	038222105
—	Alexion Pharmaceuticals, Inc.	12,778	$2.364M	2.4%	$168.71	—	COM	015351109
—	Lam Research Corp.	29,578	$2.352M	2.4%	$71.87	—	COM	512807108
WFC	Wells Fargo Company	42,307	$2.319M	2.4%	$35.39	+9.5%	COM	949746101
NOC	Northrop Grumman Corp	14,996	$2.21M	2.2%	$82.53	+38.4%	COM	666807102
MS	Morgan Stanley	56,025	$2.174M	2.2%	$26.37	0.0%	COM	617446448
APH	Amphenol Corp.	39,517	$2.131M	2.2%	$10.49	+9.7%	COM	032095101
IDXX	IDEXX Laboratories Inc.	14,138	$2.096M	2.1%	$61.15	+14.7%	COM	45168D104
REGN	Regeneron Pharmaceuticals Inc.	5,070	$2.08M	2.1%	$345.25	+13.3%	COM	75886F107
BIIB	Biogen Idec, Inc.	6,084	$2.065M	2.1%	$251.44	+28.7%	COM	09062X103
GS	Goldman Sachs Group, Inc.	10,323	$2.001M	2.0%	$150.86	0.0%	COM	38141G104
—	Nordstrom, Inc.	23,564	$1.871M	1.9%	$79.40	—	COM	655664100
MCK	McKesson Corporation	8,722	$1.813M	1.8%	$130.93	+42.7%	COM	58155Q103
—	Legg Mason, Inc.	32,768	$1.754M	1.8%	$51.32	—	COM	524901105
UHS	Universal Health Services Inc	15,491	$1.724M	1.8%	$101.37	-1.1%	COM	913903100
KR	Kroger Company	26,669	$1.712M	1.7%	$18.68	+25.1%	COM	501044101
DIS	Disney Company, Walt	16,944	$1.614M	1.6%	$56.11	+44.9%	COM	254687106
CVS	CVS Health Corp.	16,467	$1.586M	1.6%	$41.44	+55.5%	COM	126650100
AMZN	Amazon.com, Inc.	5,000	$1.552M	1.6%	$15.35	+1.5%	COM	023135106
AMGN	Amgen, Inc.	9,167	$1.46M	1.5%	$113.30	0.0%	COM	031162100
NKE	Nike, Inc. Class B	14,387	$1.387M	1.4%	$28.04	+45.4%	COM	654106103
—	Medtronic	18,699	$1.356M	1.4%	$72.52	—	COM	585055106
ELV	Anthem Inc	10,773	$1.354M	1.4%	$105.54	0.0%	COM	036752103
LMT	Lockheed Martin Corporation	6,718	$1.294M	1.3%	$86.34	+59.0%	COM	539830109
—	Celgene Corporation	10,078	$1.127M	1.1%	$111.83	—	COM	151020104
—	Raytheon Company	9,873	$1.068M	1.1%	$98.83	—	COM	755111507
EMBJ	Embraer SA	27,900	$1.034M	1.1%	$38.80	—	ADR	29082A107
APD	Air Products and Chemicals	7,114	$1.032M	1.0%	$83.89	+14.7%	COM	009158106
—	Priceline Group, Inc.	891	$1.016M	1.0%	$1158.66	—	COM	741503403
—	Google, Inc. Class C	1,800	$948K	1.0%	$575.37	—	COM	38259P706
—	Dow Chemical Company	18,239	$840K	0.9%	$43.98	—	COM	260543103
BFH	Alliance Data Systems Corp	2,732	$781K	0.8%	$148.45	+27.3%	COM	018581108
INDA	iShares MSCI India ETF	25,500	$767K	0.8%	$30.08	—	ETF	46429B598
IBN	Icici Bank	66,000	$762K	0.8%	$17.82	—	ADR	45104G104
HDB	HDFC Bank Ltd.	11,200	$568K	0.6%	$46.74	—	ADR	40415F101
TV	Grupo Televisa S.A.	12,600	$429K	0.4%	$33.87	—	ADR	40049J206
TSM	Taiwan Semiconductor	18,900	$423K	0.4%	$21.38	—	ADR	874039100
—	SK Telecom Co. Ltd	12,600	$340K	0.3%	$30.32	—	ADR	78440P108
INFY	Infosys, Ltd.	10,400	$327K	0.3%	$31.44	—	ADR	456788108
ITUB	Itau Unibanco Holding SA	22,400	$292K	0.3%	$13.89	—	ADR	465562106
BBD	Banco Bradesco S.A.	20,160	$275K	0.3%	$14.00	—	ADR	059460303
FMX	Fomento Economico Mex	2,700	$238K	0.2%	$88.15	—	ADR	344419106
—	Leju Holdings, Ltd.	19,500	$210K	0.2%	$10.77	—	ADR	50187J108
—	Tata Motors Ltd	2,000	$85,000	0.1%	$35.29	—	ADR	876568502
ICLR	ICON PLC	1,600	$82,000	0.1%	$44.59	+20.9%	COM	G4705A100
NXPI	NXP Semiconductor NV	900	$69,000	0.1%	$62.99	0.0%	COM	N6596X109
—	Avago Technologies, Ltd.	600	$60,000	0.1%	$100.00	—	COM	Y0486S104