Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	Apple, Inc.	53,985	$6.717M	5.8%	$19.35	+38.7%	COM	037833100
—	Blackstone Group LP	119,050	$4.63M	4.0%	$25.67	—	COM UNIT	09253U108
JD	JD.com	151,000	$4.436M	3.8%	$29.38	—	ADR	47215P106
BIDU	Baidu, Inc.	20,960	$4.368M	3.8%	$190.65	—	ADR	056752108
UNP	Union Pacific Corp.	39,550	$4.284M	3.7%	$65.83	+39.5%	COM	907818108
META	Facebook, Inc.	38,750	$3.186M	2.8%	$73.59	+5.7%	COM	30303M102
LOW	Lowe's Companies	42,280	$3.145M	2.7%	$44.92	+31.2%	COM	548661107
CMI	Cummins, Inc.	22,225	$3.081M	2.7%	$82.55	+27.0%	COM	231021106
NOC	Northrop Grumman Corp	18,400	$2.962M	2.6%	$92.02	+45.4%	COM	666807102
HD	Home Depot, Inc.	25,770	$2.928M	2.5%	$67.97	+25.5%	COM	437076102
MS	Morgan Stanley	81,500	$2.909M	2.5%	$26.46	+0.8%	COM	617446448
GS	Goldman Sachs Group, Inc.	15,450	$2.904M	2.5%	$150.51	-0.5%	COM	38141G104
VIPS	Vipshop Holdings Ltd.	98,500	$2.9M	2.5%	$29.44	—	ADR	92763W103
GILD	Gilead Sciences, Inc.	29,300	$2.875M	2.5%	$68.74	+2.6%	COM	375558103
APH	Amphenol Corp.	47,600	$2.811M	2.4%	$10.85	+16.3%	COM	032095101
BIIB	Biogen Idec, Inc.	6,400	$2.702M	2.3%	$258.48	+52.5%	COM	09062X103
AMP	Ameriprise Financial, Inc.	20,000	$2.617M	2.3%	$79.62	+31.4%	COM	03076C106
REGN	Regeneron Pharmaceuticals Inc.	5,635	$2.544M	2.2%	$352.89	+19.4%	COM	75886F107
WFC	Wells Fargo Company	46,600	$2.535M	2.2%	$35.80	+11.3%	COM	949746101
IDXX	IDEXX Laboratories Inc.	16,100	$2.487M	2.2%	$63.18	+23.2%	COM	45168D104
—	Alexion Pharmaceuticals, Inc.	14,200	$2.461M	2.1%	$169.17	—	COM	015351109
AMAT	Applied Materials	108,000	$2.436M	2.1%	$19.37	+8.1%	COM	038222105
—	Lam Research Corp.	33,200	$2.338M	2.0%	$71.71	—	COM	512807108
CTSH	Cognizant Technology Solutions	36,500	$2.277M	2.0%	$52.28	0.0%	COM	192446102
KR	Kroger Company	29,400	$2.254M	2.0%	$19.63	+47.2%	COM	501044101
—	Nordstrom, Inc.	27,200	$2.185M	1.9%	$79.53	—	COM	655664100
MCK	McKesson Corporation	9,550	$2.163M	1.9%	$137.29	+48.8%	COM	58155Q103
—	Cigna Corp.	15,400	$1.994M	1.7%	$129.48	—	COM	125509109
DIS	Walt Disney Company	18,700	$1.961M	1.7%	$59.47	+54.5%	COM	254687106
CVS	CVS Health Corp.	18,425	$1.902M	1.6%	$44.93	+65.3%	COM	126650100
—	Legg Mason, Inc.	32,300	$1.788M	1.5%	$51.32	—	COM	524901105
EEMA	iShares MSCI Emerging Mkt Asia	27,800	$1.699M	1.5%	$61.12	—	ETF	464286426
AAXJ	IShares MSCI Asia Ex-Japan Index Fund	26,500	$1.696M	1.5%	$64.00	—	ETF	464288182
TXN	Texas Instruments, Inc.	29,600	$1.693M	1.5%	$41.73	0.0%	COM	882508104
ELV	Anthem Inc	10,750	$1.66M	1.4%	$105.54	+15.6%	COM	036752103
—	Medtronic	20,950	$1.64M	1.4%	$73.14	—	COM	585055106
NKE	Nike, Inc. Class B	15,950	$1.605M	1.4%	$29.37	+41.9%	COM	654106103
AMGN	Amgen, Inc.	10,000	$1.599M	1.4%	$113.44	+1.4%	COM	031162100
LMT	Lockheed Martin Corporation	7,600	$1.542M	1.3%	$93.39	+57.5%	COM	539830109
FISV	Fiserv, Inc.	17,300	$1.374M	1.2%	$38.13	0.0%	COM	337738108
—	Celgene Corporation	11,650	$1.343M	1.2%	$112.29	—	COM	151020104
IBN	Icici Bank	125,200	$1.297M	1.1%	$14.29	—	ADR	45104G104
INDA	iShares MSCI India ETF	39,400	$1.264M	1.1%	$30.78	—	ETF	46429B598
AAP	Advance Auto Parts Inc	7,250	$1.086M	0.9%	$134.83	0.0%	COM	00751Y106
APD	Air Products and Chemicals	6,800	$1.034M	0.9%	$83.89	+26.1%	COM	009158106
HDB	HDFC Bank Ltd.	13,700	$807K	0.7%	$48.96	—	ADR	40415F101
INFY	Infosys, Ltd.	14,700	$516K	0.4%	$32.51	—	ADR	456788108
—	Google Inc., Class A	900	$499K	0.4%	$885.47	—	COM	38259P508
AMZN	Amazon.com, Inc.	1,250	$465K	0.4%	$15.35	+14.5%	COM	023135106
TV	Grupo Televisa S.A.	12,600	$416K	0.4%	$33.87	—	ADR	40049J206
FMX	Fomento Economico	2,700	$252K	0.2%	$88.15	—	ADR	344419106
BBD	Banco Bradesco S.A.	24,192	$225K	0.2%	$13.22	—	ADR	059460303
BAP	Credicorp Limited	1,600	$225K	0.2%	$111.78	0.0%	COM	G2519Y108
TSM	Taiwan Semiconductor	9,000	$211K	0.2%	$21.38	—	ADR	874039100
—	SK Telecom Co. Ltd	5,800	$158K	0.1%	$30.32	—	ADR	78440P108
ICLR	ICON PLC	1,600	$113K	0.1%	$44.59	+39.0%	COM	G4705A100
NXPI	NXP Semiconductor NV	900	$90,000	0.1%	$62.99	+24.3%	COM	N6596X109
—	Tata Motors Ltd	2,000	$90,000	0.1%	$35.29	—	ADR	876568502
—	Avago Technologies, Ltd.	600	$76,000	0.1%	$100.00	—	COM	Y0486S104