Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
MRK	Merck	210,779	$13.39M	4.3%	$63.54 *	$30.72	+50.6%	COM	58933Y105
NEM	Newmont Mining	354,600	$11.69M	3.7%	$32.96 *	$21.07	+23.4%	COM	651639106
—	Dow Chemical	176,770	$11.23M	3.6%	$63.54	$34.79	—	COM	260543103
NTRS	Northern Trust	127,925	$11.08M	3.5%	$86.58 *	$42.00	+61.2%	COM	665859104
PG	Procter & Gamble	120,986	$10.87M	3.5%	$89.85 *	$55.29	+28.5%	COM	742718109
INTC	Intel	300,117	$10.82M	3.5%	$36.07 *	$17.86	+66.1%	COM	458140100
IFF	International Flavors & Fragra	80,660	$10.69M	3.4%	$132.53 *	$59.88	+77.7%	COM	459506101
SYY	Sysco	204,275	$10.61M	3.4%	$51.92 *	$25.36	+62.4%	COM	871829107
JNJ	Johnson & Johnson	83,209	$10.36M	3.3%	$124.55 *	$62.53	+56.3%	COM	478160104
MMM	3M	53,643	$10.26M	3.3%	$191.34 *	$61.72	+92.6%	COM	88579Y101
PFE	Pfizer	273,678	$9.363M	3.0%	$34.21 *	$16.91	+30.8%	COM	717081103
BP	BP P.L.C.	254,068	$8.77M	2.8%	$34.52	$39.73	-13.1%	COM	055622104
—	Novartis AG (ADR)	117,090	$8.696M	2.8%	$74.27	$71.85	—	COM	66987v109
ADP	Automatic Data Processing	84,256	$8.627M	2.8%	$102.39 *	$45.39	+87.4%	COM	053015103
SLB	Schlumberger Ltd	102,285	$7.988M	2.6%	$78.10 *	$56.37	+7.6%	COM	806857108
FFIV	F5 Networks	55,710	$7.943M	2.5%	$142.58	$90.92	+56.8%	COM	315616102
—	Express Scripts	118,336	$7.8M	2.5%	$65.91	$66.28	—	COM	30219g108
UPS	United Parcel Service	71,675	$7.691M	2.5%	$107.30 *	$56.69	+36.3%	COM	911312106
GIS	General Mills	127,150	$7.503M	2.4%	$59.01 *	$33.49	+28.6%	COM	370334104
MDT	Medtronic PLC	90,250	$7.271M	2.3%	$80.57 *	$59.46	+8.7%	COM	G5960L103
PEP	PepsiCo	64,097	$7.17M	2.3%	$111.86 *	$56.94	+50.6%	COM	713448108
—	Chubb Limited	50,806	$6.922M	2.2%	$136.24	$132.63	—	COM	h1467j104
HSY	Hershey Foods	62,128	$6.787M	2.2%	$109.24 *	$65.81	+34.8%	COM	427866108
CLX	Clorox	49,853	$6.722M	2.2%	$134.84 *	$60.90	+71.9%	COM	189054109
EMR	Emerson Electric	111,990	$6.704M	2.1%	$59.86 *	$40.95	+17.8%	COM	291011104
ACN	Accenture	55,406	$6.642M	2.1%	$119.88 *	$63.81	+63.6%	COM	G1151C101
TRMB	Trimble	182,125	$5.83M	1.9%	$32.01	$26.14	+22.5%	COM	896239100
T	AT&T	134,652	$5.595M	1.8%	$41.55 *	$11.29	+48.0%	COM	00206R102
CL	Colgate Palmolive	73,900	$5.409M	1.7%	$73.19 *	$44.38	+34.1%	COM	194162103
—	Walgreens Boots Alliance	59,145	$4.912M	1.6%	$83.05	$76.99	—	COM	931427108
XOM	Exxon Mobil	56,870	$4.664M	1.5%	$82.01 *	$55.34	-0.1%	COM	30231G102
—	American Tower	35,550	$4.321M	1.4%	$121.55	$73.17	—	COM	03027x100
—	General Electric	135,098	$4.026M	1.3%	$29.80	$24.44	—	COM	369604103
—	Aspen Technology, Inc	49,850	$2.937M	0.9%	$58.92	$36.46	—	COM	045327103
CSCO	Cisco Systems	85,570	$2.892M	0.9%	$33.80 *	$16.51	+56.2%	COM	17275R102
IBM	International Business Machine	15,555	$2.709M	0.9%	$174.16 *	$114.23	-0.3%	COM	459200101
STT	State Street	32,100	$2.555M	0.8%	$79.60 *	$50.16	+22.5%	COM	857477103
FAST	Fastenal	36,775	$1.894M	0.6%	$51.50 *	$8.03	+27.3%	COM	311900104
—	DuPont	23,361	$1.877M	0.6%	$80.35	$58.34	—	COM	263534109
DIS	Walt Disney	15,576	$1.766M	0.6%	$113.38 *	$68.95	+53.9%	COM	254687106
KO	Coca Cola	40,850	$1.734M	0.6%	$42.45 *	$27.41	+17.8%	COM	191216100
—	United Technologies	14,975	$1.68M	0.5%	$112.19	$111.52	—	COM	913017109
VZ	Verizon	34,244	$1.669M	0.5%	$48.74 *	$26.36	+16.0%	COM	92343V104
—	Comcast Corp	40,000	$1.504M	0.5%	$37.60	$48.01	—	COM	20030n101
—	Ansys Inc.	12,530	$1.339M	0.4%	$106.86	$91.63	—	COM	03662q105
UNP	Union Pacific	11,875	$1.258M	0.4%	$105.94 *	$64.66	+35.1%	COM	907818108
—	NextEra Energy, Inc.	9,545	$1.225M	0.4%	$128.34	$88.57	—	COM	65339f101
JPM	J.P. Morgan Chase	13,850	$1.217M	0.4%	$87.87 *	$37.31	+86.0%	COM	46625H100
—	Red Hat Inc.	11,935	$1.032M	0.3%	$86.47	$74.78	—	COM	756577102
—	Time Warner Inc.	10,000	$977K	0.3%	$97.70	$65.34	—	COM	887317303
—	National Grid	15,000	$952K	0.3%	$63.47	$68.73	—	COM	636274300
HD	Home Depot	6,103	$896K	0.3%	$146.81 *	$60.97	+95.0%	COM	437076102
—	Cerner Corp	15,225	$896K	0.3%	$58.85	$49.06	—	COM	156782104
PSX	Phillips 66	9,644	$764K	0.2%	$79.22 *	$40.44	+39.8%	COM	718546104
—	Bankwell Financial	22,165	$762K	0.2%	$34.38	$18.95	—	COM	06654a103
BRK/A	Berkshire Hathaway Class A (3	300	$750K	0.2%	$2500.00 *	$175515.22	+42.4%	COM	084670108
MRSH	Marsh & McLennan	10,000	$739K	0.2%	$73.90 *	$38.81	+65.1%	COM	571748102
AMGN	Amgen	4,225	$693K	0.2%	$164.02 *	$88.44	+42.4%	COM	031162100
MSFT	Microsoft	10,200	$672K	0.2%	$65.88 *	$26.70	+123.2%	COM	594918104
—	Urstadt Biddle Properties Inc	31,950	$657K	0.2%	$20.56	$20.16	—	COM	917286205
—	Duke Energy	7,486	$614K	0.2%	$82.02	$67.48	—	COM	26441c105
CVX	Chevron	5,265	$565K	0.2%	$107.31 *	$68.22	+8.2%	COM	166764100
HIG	Hartford Financial	10,400	$500K	0.2%	$48.08 *	$22.20	+79.0%	COM	416515104
—	Kellogg Company	6,567	$477K	0.2%	$72.64 *	$37.53	+32.3%	COM	487836108
COP	ConocoPhillips	9,152	$456K	0.1%	$49.83 *	$39.96	-5.3%	COM	20825C104
WY	Weyerhaeuser	12,800	$435K	0.1%	$33.98 *	$18.15	+33.3%	COM	962166104
APD	Air Products	3,200	$433K	0.1%	$135.31 *	$111.62	-2.1%	COM	009158106
—	Staples	42,000	$368K	0.1%	$8.76	$15.89	—	COM	855030102
ORCL	Oracle	8,000	$357K	0.1%	$44.63 *	$32.91	+18.8%	COM	68389X105
—	Royal DutchShell Class A ADR	4,906	$259K	0.1%	$52.79	$63.82	—	COM	780259206
SHW	Sherwin Williams	800	$248K	0.1%	$310.00 *	$53.48	+78.8%	COM	824348106
NSC	Norfolk Southern	2,200	$246K	0.1%	$111.82 *	$75.16	+24.8%	COM	655844108
LLY	Eli Lilly	2,840	$239K	0.1%	$84.15 *	$42.21	+73.5%	COM	532457108
BMY	Bristol Myers Squibb	4,317	$235K	0.1%	$54.44 *	$33.57	+17.9%	COM	110122108
—	Allergan	900	$215K	0.1%	$238.89	$300.61	—	COM	G0177J108