Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
MRK	Merck	212,729	$12.52M	4.0%	$58.87 *	$30.72	+38.6%	COM	58933Y105
NEM	Newmont Mining	348,550	$11.88M	3.8%	$34.07 *	$20.95	+28.1%	COM	651639106
NTRS	Northern Trust	129,175	$11.5M	3.7%	$89.05 *	$42.00	+65.0%	COM	665859104
SYY	Sysco	207,075	$11.47M	3.7%	$55.37 *	$25.36	+72.2%	COM	871829107
INTC	Intel	298,717	$10.83M	3.5%	$36.27 *	$17.86	+65.8%	COM	458140100
PG	Procter & Gamble	121,554	$10.22M	3.3%	$84.08 *	$55.29	+19.3%	COM	742718109
—	Dow Chemical	178,570	$10.22M	3.3%	$57.22	$34.79	—	COM	260543103
MMM	3M	54,798	$9.785M	3.1%	$178.56 *	$61.72	+78.6%	COM	88579Y101
IFF	International Flavors & Fragra	81,610	$9.616M	3.1%	$117.83 *	$59.88	+57.3%	COM	459506101
JNJ	Johnson & Johnson	83,309	$9.598M	3.1%	$115.21 *	$62.53	+43.6%	COM	478160104
—	Linear Technology	153,685	$9.582M	3.1%	$62.35	$38.86	—	COM	535678106
BP	BP P.L.C.	244,242	$9.13M	2.9%	$37.38	$39.92	-6.4%	COM	055622104
ADP	Automatic Data Processing	85,506	$8.788M	2.8%	$102.78 *	$45.39	+87.1%	COM	053015103
PFE	Pfizer	269,073	$8.739M	2.8%	$32.48 *	$16.83	+23.5%	COM	717081103
SLB	Schlumberger Ltd	101,510	$8.522M	2.7%	$83.95 *	$56.37	+15.0%	COM	806857108
UPS	United Parcel Service	71,950	$8.248M	2.6%	$114.64 *	$56.69	+44.5%	COM	911312106
FFIV	F5 Networks	54,910	$7.947M	2.5%	$144.73	$90.17	+60.5%	COM	315616102
—	Novartis AG (ADR)	107,240	$7.811M	2.5%	$72.84	$71.62	—	COM	66987v109
—	Express Scripts	110,706	$7.615M	2.4%	$68.79	$66.30	—	COM	30219g108
GIS	General Mills	123,150	$7.607M	2.4%	$61.77 *	$33.13	+35.1%	COM	370334104
PEP	PepsiCo	64,247	$6.722M	2.1%	$104.63 *	$56.94	+39.9%	COM	713448108
—	Chubb Limited	50,867	$6.721M	2.1%	$132.13	$132.63	—	COM	h1467j104
ACN	Accenture	55,631	$6.516M	2.1%	$117.13 *	$63.81	+59.9%	COM	G1151C101
HSY	Hershey Foods	62,568	$6.471M	2.1%	$103.42 *	$65.81	+26.9%	COM	427866108
EMR	Emerson Electric	111,290	$6.204M	2.0%	$55.75 *	$40.95	+8.9%	COM	291011104
CLX	Clorox	50,353	$6.043M	1.9%	$120.01 *	$60.90	+52.0%	COM	189054109
T	AT&T	137,470	$5.847M	1.9%	$42.53 *	$11.29	+49.2%	COM	00206R102
TRMB	Trimble	182,125	$5.491M	1.8%	$30.15	$26.14	+15.3%	COM	896239100
MDT	Medtronic PLC	75,550	$5.381M	1.7%	$71.22 *	$58.89	-3.5%	COM	G5960L103
XOM	Exxon Mobil	57,362	$5.177M	1.7%	$90.25 *	$55.34	+9.0%	COM	30231G102
—	Walgreens Boots Alliance	59,645	$4.936M	1.6%	$82.76	$76.99	—	COM	931427108
CL	Colgate Palmolive	73,900	$4.836M	1.5%	$65.44 *	$44.38	+19.2%	COM	194162103
—	General Electric	136,558	$4.315M	1.4%	$31.60	$24.44	—	COM	369604103
—	American Tower	35,700	$3.773M	1.2%	$105.69	$73.17	—	COM	03027x100
IBM	International Business Machine	17,255	$2.864M	0.9%	$165.98 *	$114.23	-5.7%	COM	459200101
STT	State Street	36,180	$2.812M	0.9%	$77.72 *	$50.16	+19.0%	COM	857477103
—	Aspen Technology, Inc	49,850	$2.726M	0.9%	$54.68	$36.46	—	COM	045327103
CSCO	Cisco Systems	85,770	$2.592M	0.8%	$30.22 *	$16.51	+38.4%	COM	17275R102
DIS	Walt Disney	18,500	$1.928M	0.6%	$104.22 *	$68.95	+41.4%	COM	254687106
VZ	Verizon	35,344	$1.887M	0.6%	$53.39 *	$26.36	+25.6%	COM	92343V104
KO	Coca Cola	42,150	$1.748M	0.6%	$41.47 *	$27.41	+14.1%	COM	191216100
FAST	Fastenal	36,775	$1.728M	0.6%	$46.99 *	$8.03	+15.4%	COM	311900104
—	DuPont	23,361	$1.715M	0.5%	$73.41	$58.34	—	COM	263534109
—	United Technologies	14,975	$1.642M	0.5%	$109.65	$111.52	—	COM	913017109
—	Comcast Corp	22,100	$1.526M	0.5%	$69.05	$56.44	—	COM	20030n101
JPM	J.P. Morgan Chase	15,440	$1.332M	0.4%	$86.27 *	$37.31	+81.7%	COM	46625H100
UNP	Union Pacific	11,975	$1.242M	0.4%	$103.72 *	$64.66	+31.5%	COM	907818108
—	Time Warner Inc.	11,999	$1.158M	0.4%	$96.51	$65.34	—	COM	887317303
—	Ansys Inc.	12,330	$1.14M	0.4%	$92.46	$91.38	—	COM	03662q105
—	NextEra Energy, Inc.	9,545	$1.14M	0.4%	$119.43	$88.57	—	COM	65339f101
—	National Grid	15,000	$875K	0.3%	$58.33	$68.73	—	COM	636274300
PSX	Phillips 66	9,644	$833K	0.3%	$86.37 *	$40.44	+51.3%	COM	718546104
HIG	Hartford Financial	17,348	$827K	0.3%	$47.67 *	$22.20	+76.6%	COM	416515104
HD	Home Depot	6,103	$818K	0.3%	$134.03 *	$60.97	+77.0%	COM	437076102
—	Urstadt Biddle Properties Inc	31,950	$770K	0.2%	$24.10	$20.16	—	COM	917286205
—	Red Hat Inc.	10,535	$734K	0.2%	$69.67	$73.22	—	COM	756577102
BRK/A	Berkshire Hathaway Class A (3	300	$732K	0.2%	$2440.00 *	$175515.22	+39.1%	COM	084670108
—	Bankwell Financial	22,165	$720K	0.2%	$32.48	$18.95	—	COM	06654a103
MRSH	Marsh & McLennan	10,000	$676K	0.2%	$67.60 *	$38.81	+50.2%	COM	571748102
MSFT	Microsoft	10,300	$640K	0.2%	$62.14 *	$26.70	+109.3%	COM	594918104
CVX	Chevron	5,265	$620K	0.2%	$117.76 *	$68.22	+17.5%	COM	166764100
—	Cerner Corp	12,950	$613K	0.2%	$47.34	$47.34	—	COM	156782104
AMGN	Amgen	4,175	$610K	0.2%	$146.11 *	$87.98	+26.7%	COM	031162100
—	Duke Energy	7,486	$581K	0.2%	$77.61	$67.48	—	COM	26441c105
—	Kellogg Company	6,567	$484K	0.2%	$73.70 *	$37.53	+33.3%	COM	487836108
APD	Air Products	3,200	$460K	0.1%	$143.75 *	$111.62	+3.4%	COM	009158106
COP	ConocoPhillips	9,152	$459K	0.1%	$50.15 *	$39.96	-5.3%	COM	20825C104
CHTR	Charter Communications	1,473	$424K	0.1%	$287.85	$214.89	+34.0%	COM	16119P108
—	Staples	44,000	$398K	0.1%	$9.05	$15.89	—	COM	855030102
WY	Weyerhaeuser	12,800	$385K	0.1%	$30.08 *	$18.15	+16.9%	COM	962166104
ORCL	Oracle	8,500	$327K	0.1%	$38.47 *	$32.91	+2.0%	COM	68389X105
—	Royal DutchShell Class A ADR	4,906	$267K	0.1%	$54.42	$63.82	—	COM	780259206
BMY	Bristol Myers Squibb	4,317	$252K	0.1%	$58.37 *	$33.57	+25.9%	COM	110122108
SHW	Sherwin Williams	900	$242K	0.1%	$268.89 *	$53.48	+54.5%	COM	824348106
NSC	Norfolk Southern	2,200	$238K	0.1%	$108.18 *	$75.16	+19.8%	COM	655844108
—	Allergan	1,115	$234K	0.1%	$209.87	$300.61	—	COM	G0177J108
LLY	Eli Lilly	2,840	$209K	0.1%	$73.59 *	$42.21	+50.7%	COM	532457108