Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
MRK	Merck	211,849	$13.58M	4.3%	$64.09 *	$30.72	+53.1%	COM	58933Y105
NTRS	Northern Trust	127,585	$12.4M	3.9%	$97.21 *	$42.00	+81.7%	COM	665859104
NEM	Newmont Mining	357,375	$11.57M	3.7%	$32.39 *	$21.07	+21.5%	COM	651639106
—	Dow Chemical	175,900	$11.09M	3.5%	$63.07	$34.79	—	COM	260543103
JNJ	Johnson & Johnson	82,351	$10.89M	3.5%	$132.29 *	$62.53	+67.1%	COM	478160104
MMM	3M	51,718	$10.77M	3.4%	$208.19 *	$61.72	+110.8%	COM	88579Y101
IFF	International Flavors & Fragra	77,380	$10.45M	3.3%	$135.00 *	$59.88	+81.9%	COM	459506101
PG	Procter & Gamble	119,734	$10.44M	3.3%	$87.15 *	$55.29	+25.6%	COM	742718109
INTC	Intel	304,517	$10.27M	3.3%	$33.74 *	$18.03	+55.0%	COM	458140100
SYY	Sysco	203,775	$10.26M	3.3%	$50.33 *	$25.36	+58.5%	COM	871829107
—	Novartis AG (ADR)	117,590	$9.815M	3.1%	$83.47	$71.85	—	COM	66987v109
PFE	Pfizer	272,394	$9.15M	2.9%	$33.59 *	$16.91	+29.6%	COM	717081103
BP	BP P.L.C.	255,668	$8.859M	2.8%	$34.65	$39.73	-12.8%	COM	055622104
ADP	Automatic Data Processing	83,106	$8.515M	2.7%	$102.46 *	$45.39	+88.6%	COM	053015103
MDT	Medtronic PLC	90,000	$7.987M	2.5%	$88.74 *	$59.46	+19.7%	COM	G5960L103
UPS	United Parcel Service	71,675	$7.927M	2.5%	$110.60 *	$56.69	+41.6%	COM	911312106
—	Express Scripts	119,166	$7.608M	2.4%	$63.84	$66.28	—	COM	30219g108
GIS	General Mills	136,525	$7.563M	2.4%	$55.40 *	$34.08	+19.7%	COM	370334104
—	Chubb Limited	50,806	$7.386M	2.3%	$145.38	$132.63	—	COM	h1467j104
PEP	PepsiCo	63,847	$7.374M	2.3%	$115.49 *	$56.94	+56.6%	COM	713448108
SLB	Schlumberger Ltd	111,235	$7.324M	2.3%	$65.84 *	$56.33	-8.5%	COM	806857108
FFIV	F5 Networks	57,010	$7.244M	2.3%	$127.07	$91.84	+38.4%	COM	315616102
ACN	Accenture	54,765	$6.773M	2.2%	$123.67 *	$63.81	+70.6%	COM	G1151C101
EMR	Emerson Electric	112,290	$6.695M	2.1%	$59.62 *	$40.95	+18.3%	COM	291011104
HSY	Hershey Foods	61,628	$6.617M	2.1%	$107.37 *	$65.81	+33.2%	COM	427866108
CLX	Clorox	49,303	$6.569M	2.1%	$133.24 *	$60.90	+70.9%	COM	189054109
TRMB	Trimble	179,175	$6.391M	2.0%	$35.67	$26.14	+36.5%	COM	896239100
CL	Colgate Palmolive	70,850	$5.252M	1.7%	$74.13 *	$44.38	+36.6%	COM	194162103
T	AT&T	125,545	$4.737M	1.5%	$37.73 *	$11.29	+36.5%	COM	00206R102
—	American Tower	35,550	$4.704M	1.5%	$132.32	$73.17	—	COM	03027x100
—	Walgreens Boots Alliance	59,145	$4.632M	1.5%	$78.32	$76.99	—	COM	931427108
XOM	Exxon Mobil	56,720	$4.579M	1.5%	$80.73 *	$55.34	-0.7%	COM	30231G102
—	General Electric	132,818	$3.587M	1.1%	$27.01	$24.44	—	COM	369604103
—	Aspen Technology, Inc	49,850	$2.755M	0.9%	$55.27	$36.46	—	COM	045327103
STT	State Street	30,100	$2.701M	0.9%	$89.73 *	$50.16	+38.7%	COM	857477103
CSCO	Cisco Systems	85,570	$2.678M	0.9%	$31.30 *	$16.51	+45.9%	COM	17275R102
FAST	Fastenal	57,875	$2.519M	0.8%	$43.52 *	$8.37	+4.0%	COM	311900104
IBM	International Business Machine	14,205	$2.185M	0.7%	$153.82 *	$114.23	-11.0%	COM	459200101
—	DuPont	23,361	$1.885M	0.6%	$80.69	$58.34	—	COM	263534109
—	United Technologies	14,975	$1.829M	0.6%	$122.14	$111.52	—	COM	913017109
KO	Coca Cola	40,200	$1.803M	0.6%	$44.85 *	$27.41	+25.5%	COM	191216100
—	Comcast Corp	40,000	$1.557M	0.5%	$38.92	$48.01	—	COM	20030n101
DIS	Walt Disney	14,450	$1.535M	0.5%	$106.23 *	$68.95	+44.2%	COM	254687106
VZ	Verizon	34,244	$1.529M	0.5%	$44.65 *	$26.36	+7.5%	COM	92343V104
—	Ansys Inc.	12,530	$1.525M	0.5%	$121.71	$91.63	—	COM	03662q105
—	LogMeIn Inc.	13,115	$1.371M	0.4%	$104.54	$104.54	—	COM	54142l109
—	NextEra Energy, Inc.	9,445	$1.324M	0.4%	$140.18	$88.57	—	COM	65339f101
UNP	Union Pacific	11,875	$1.293M	0.4%	$108.88 *	$64.66	+39.6%	COM	907818108
JPM	J.P. Morgan Chase	13,750	$1.257M	0.4%	$91.42 *	$37.31	+94.6%	COM	46625H100
—	Red Hat Inc.	11,935	$1.143M	0.4%	$95.77	$74.78	—	COM	756577102
—	Cerner Corp	15,225	$1.012M	0.3%	$66.47	$49.06	—	COM	156782104
—	Time Warner Inc.	10,000	$1.004M	0.3%	$100.40	$65.34	—	COM	887317303
HD	Home Depot	6,103	$936K	0.3%	$153.37 *	$60.97	+104.9%	COM	437076102
—	National Grid	13,750	$864K	0.3%	$62.84	$68.73	—	COM	636274300
PSX	Phillips 66	9,644	$797K	0.3%	$82.64 *	$40.44	+47.2%	COM	718546104
MRSH	Marsh & McLennan	10,000	$780K	0.2%	$78.00 *	$38.81	+75.0%	COM	571748102
BRK/A	Berkshire Hathaway Class A (3	300	$764K	0.2%	$2546.67 *	$175515.22	+45.1%	COM	084670108
AMGN	Amgen	4,275	$736K	0.2%	$172.16 *	$88.88	+49.8%	COM	031162100
MSFT	Microsoft	10,100	$696K	0.2%	$68.91 *	$26.70	+135.0%	COM	594918104
—	Bankwell Financial	22,165	$692K	0.2%	$31.22	$18.95	—	COM	06654a103
—	Urstadt Biddle Properties Inc	31,950	$633K	0.2%	$19.81	$20.16	—	COM	917286205
—	Duke Energy	7,486	$626K	0.2%	$83.62	$67.48	—	COM	26441c105
CVX	Chevron	5,265	$549K	0.2%	$104.27 *	$68.22	+6.2%	COM	166764100
HIG	Hartford Financial	10,400	$547K	0.2%	$52.60 *	$22.20	+96.6%	COM	416515104
APD	Air Products	3,200	$458K	0.1%	$143.13 *	$111.62	+4.2%	COM	009158106
—	Kellogg Company	6,567	$456K	0.1%	$69.44 *	$37.53	+27.6%	COM	487836108
WY	Weyerhaeuser	12,800	$429K	0.1%	$33.52 *	$18.15	+32.6%	COM	962166104
—	Staples	40,000	$403K	0.1%	$10.07	$15.89	—	COM	855030102
COP	ConocoPhillips	9,152	$402K	0.1%	$43.92 *	$39.96	-16.1%	COM	20825C104
ORCL	Oracle	7,200	$361K	0.1%	$50.14 *	$32.91	+34.1%	COM	68389X105
SHW	Sherwin Williams	800	$281K	0.1%	$351.25 *	$53.48	+102.8%	COM	824348106
NSC	Norfolk Southern	2,200	$268K	0.1%	$121.82 *	$75.16	+36.3%	COM	655844108
—	Royal DutchShell Class A ADR	4,906	$261K	0.1%	$53.20	$63.82	—	COM	780259206
LLY	Eli Lilly	2,840	$234K	0.1%	$82.39 *	$42.21	+70.9%	COM	532457108
BMY	Bristol Myers Squibb	4,017	$224K	0.1%	$55.76 *	$33.57	+21.7%	COM	110122108
—	Allergan	900	$219K	0.1%	$243.33	$300.61	—	COM	G0177J108