Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
NFLX	Netflix Inc	167,171	$35.29M	18.2%	$211.09 *	$2.97	+1.4%	COM	64110L106
QCOM	Qualcomm	415,250	$25.37M	13.1%	$61.09 *	$45.06	-3.9%	COM	747525103
AMT	American Tower	283,012	$20.71M	10.7%	$73.17 *	$59.51	-7.7%	COM	03027X100
—	Athenahealth Inc	204,915	$17.36M	9.0%	$84.73	$84.73	—	COM	04685W103
AMZN	Amazon.com	45,573	$12.65M	6.5%	$277.69 *	$13.32	+4.2%	COM	023135106
EBAY	eBay	220,920	$11.43M	5.9%	$51.72 *	$20.18	-4.0%	COM	278642103
—	DTS Inc	409,495	$8.427M	4.4%	$20.58	$20.58	—	COM	23335C101
EA	Electronic Arts	298,837	$6.87M	3.6%	$22.99 *	$19.79	+13.0%	COM	285512109
AL	Air Lease Corp	235,705	$6.503M	3.4%	$27.59 *	$23.75	-1.5%	COM	00912X302
—	Interxion Holding Nv	228,915	$5.982M	3.1%	$26.13	$26.13	—	COM	N47279109
—	Rackspace Hosting Inc	139,450	$5.284M	2.7%	$37.89	$37.89	—	COM	750086100
XOM	Exxon Mobil	57,807	$5.223M	2.7%	$90.35 *	$53.69	+0.7%	COM	30231G102
TROW	T Rowe Price Group	63,948	$4.681M	2.4%	$73.20 *	$47.69	-1.6%	COM	74144T108
AXP	American Express	36,754	$2.748M	1.4%	$74.77 *	$59.62	+5.1%	COM	025816109
JNJ	Johnson & Johnson	31,020	$2.663M	1.4%	$85.85 *	$59.66	+1.6%	COM	478160104
—	Destination Maternity Co	84,590	$2.081M	1.1%	$24.60	$24.60	—	COM	25065D100
ICUI	I C U Medical	27,075	$1.951M	1.0%	$72.06	$66.13	+9.0%	COM	44930G107
BRK/A	Berkshire Hathaway Cl A	7	$1.18M	0.6%	$168571.43	$165023.42	+2.2%	COM	084670108
MSFT	Microsoft	32,800	$1.133M	0.6%	$34.54 *	$26.70	+5.8%	COM	594918104
—	Google Inc Class A	1,281	$1.128M	0.6%	$880.56	$880.56	—	COM	38259P508
—	Anadarko Petroleum	10,200	$876K	0.5%	$85.88	$85.88	—	COM	032511107
—	PVR Partners LP	30,870	$843K	0.4%	$27.31	$27.31	—	LP	693665101
CMCSA	Comcast Corp New Cl A	20,000	$835K	0.4%	$41.75 *	$15.62	+1.1%	COM	20030N101
—	Cigna	11,195	$812K	0.4%	$72.53	$72.53	—	COM	125509109
KO	Coca Cola Company	19,216	$771K	0.4%	$40.12 *	$27.85	-2.6%	COM	191216100
—	General Electric	31,648	$734K	0.4%	$23.19	$23.19	—	COM	369604103
ABBV	Abbvie Inc	15,728	$650K	0.3%	$41.33 *	$26.55	-5.4%	COM	00287Y109
CTRA	Cabot Oil & Gas	9,000	$639K	0.3%	$71.00 *	$24.86	+3.2%	COM	127097103
MRK	Merck & Co Inc	13,046	$606K	0.3%	$46.45 *	$30.02	-0.0%	COM	58933Y105
PM	Philip Morris Intl Inc	6,885	$596K	0.3%	$86.56 *	$49.85	-5.9%	COM	718172109
ABT	Abbott Laboratories	15,728	$549K	0.3%	$34.91 *	$28.85	-4.9%	COM	002824100
IBM	Intl Business Machines	2,790	$533K	0.3%	$191.04 *	$118.94	-6.0%	COM	459200101
DIS	Disney Walt Co	7,796	$492K	0.3%	$63.11 *	$56.11	-0.0%	COM	254687106
—	Berkshire Hathaway Cl B	4,360	$488K	0.3%	$111.93	$111.93	—	COM	084670207
AAPL	Apple Computer Inc	1,125	$446K	0.2%	$396.44 *	$13.16	-7.7%	COM	037833100
ORCL	Oracle	14,250	$438K	0.2%	$30.74 *	$27.58	-7.4%	COM	68389X105
CVX	Chevron Texaco	3,564	$422K	0.2%	$118.41 *	$71.30	-1.7%	COM	166764100
ADP	Auto Data Processing	5,800	$399K	0.2%	$68.79 *	$45.09	+1.8%	COM	053015103
NTRS	Northern Trust Corporation	6,888	$399K	0.2%	$57.93 *	$40.35	+4.0%	COM	665859104
WFC	Wells Fargo & Co. New	9,475	$391K	0.2%	$41.27 *	$27.36	+6.2%	COM	949746101
—	Penn Virginia Corp	75,419	$354K	0.2%	$4.69	$4.69	—	COM	707882106
—	Dunn & Bradstreet Copr. New	3,000	$292K	0.2%	$97.33	$97.33	—	COM	26483E100
PFE	Pfizer Incorporated	10,317	$289K	0.1%	$28.01 *	$16.46	-3.5%	COM	717081103
UNP	Union Pacific	1,820	$281K	0.1%	$154.40 *	$57.06	+2.7%	COM	907818108
EFX	Equifax Inc.	4,500	$265K	0.1%	$58.89 *	$53.06	-2.1%	COM	294429105
MO	Altria Group Inc	7,535	$264K	0.1%	$35.04 *	$16.28	-1.6%	COM	02209S103
—	Glaxosmithkline Plc	5,033	$251K	0.1%	$49.87	$49.87	—	COM	37733W105
CL	Colgate-Palmolive Co	4,000	$229K	0.1%	$57.25 *	$44.38	-3.4%	COM	194162103
DVN	Devon Energy New	4,400	$228K	0.1%	$51.82 *	$37.00	-6.6%	COM	25179M103
EEFT	Euronet Worldwide	6,500	$207K	0.1%	$31.85	$29.94	+6.4%	COM	298736109
—	DFC Global Corp	10,000	$138K	0.1%	$13.80	$13.80	—	COM	23324T107