Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
NFLX	Netflix Inc	158,022	$48.86M	22.1%	$309.21 *	$2.97	+48.5%	COM	64110L106
QCOM	Qualcomm	417,410	$28.1M	12.7%	$67.32 *	$45.06	+6.5%	COM	747525103
—	Athenahealth Inc	202,615	$22M	9.9%	$108.58	$84.73	—	COM	04685W103
AMT	American Tower	287,357	$21.3M	9.6%	$74.13 *	$59.42	-6.1%	COM	03027X100
AMZN	Amazon.com	46,228	$14.45M	6.5%	$312.65 *	$13.34	+17.2%	COM	023135106
EBAY	eBay	227,370	$12.69M	5.7%	$55.79 *	$20.18	+3.6%	COM	278642103
—	Rackspace Hosting Inc	165,830	$8.749M	4.0%	$52.76	$40.26	—	COM	750086100
—	DTS Inc	404,695	$8.499M	3.8%	$21.00	$20.58	—	COM	23335C101
AL	Air Lease Corp	277,465	$7.675M	3.5%	$27.66 *	$23.67	-0.8%	COM	00912X302
EA	Electronic Arts	290,637	$7.426M	3.4%	$25.55 *	$19.79	+25.5%	COM	285512109
—	Interxion Holding Nv	260,745	$5.799M	2.6%	$22.24	$25.66	—	COM	N47279109
XOM	Exxon Mobil	57,807	$4.974M	2.2%	$86.04 *	$53.69	-3.4%	COM	30231G102
TROW	T Rowe Price Group	58,548	$4.211M	1.9%	$71.92 *	$47.69	-2.8%	COM	74144T108
AXP	American Express	35,754	$2.7M	1.2%	$75.52 *	$59.62	+6.5%	COM	025816109
—	Destination Maternity Co	84,590	$2.69M	1.2%	$31.80	$24.60	—	COM	25065D100
JNJ	Johnson & Johnson	28,620	$2.481M	1.1%	$86.69 *	$59.66	+3.4%	COM	478160104
ICUI	I C U Medical	21,375	$1.452M	0.7%	$67.93	$66.13	+2.7%	COM	44930G107
BRK/A	Berkshire Hathaway Cl A	7	$1.193M	0.5%	$170428.57	$165023.42	+3.3%	COM	084670108
—	Google Inc Class A	1,281	$1.122M	0.5%	$875.88	$880.56	—	COM	38259P508
—	Anadarko Petroleum	10,200	$948K	0.4%	$92.94	$85.88	—	COM	032511107
—	PVR Partners LP	38,402	$888K	0.4%	$23.12	$26.49	—	LP	693665101
MSFT	Microsoft	26,600	$885K	0.4%	$33.27 *	$26.70	+2.6%	COM	594918104
—	Cigna	11,195	$860K	0.4%	$76.82	$72.53	—	COM	125509109
ABBV	Abbvie Inc	15,728	$704K	0.3%	$44.76 *	$26.55	+3.3%	COM	00287Y109
CMCSA	Comcast Corp New Cl A	15,000	$677K	0.3%	$45.13 *	$15.62	+10.2%	COM	20030N101
CTRA	Cabot Oil & Gas	18,000	$672K	0.3%	$37.33 *	$25.97	+3.9%	COM	127097103
MRK	Merck & Co Inc	13,046	$621K	0.3%	$47.60 *	$30.02	+3.4%	COM	58933Y105
PM	Philip Morris Intl Inc	6,885	$596K	0.3%	$86.56 *	$49.85	-5.0%	COM	718172109
AAPL	Apple Computer Inc	1,125	$536K	0.2%	$476.44 *	$13.16	+11.7%	COM	037833100
ABT	Abbott Laboratories	15,728	$522K	0.2%	$33.19 *	$28.85	-9.1%	COM	002824100
IBM	Intl Business Machines	2,790	$517K	0.2%	$185.30 *	$118.94	-8.5%	COM	459200101
DIS	Disney Walt Co	7,796	$503K	0.2%	$64.52 *	$56.11	+2.1%	COM	254687106
—	Penn Virginia Corp	75,419	$502K	0.2%	$6.66	$4.69	—	COM	707882106
—	Berkshire Hathaway Cl B	4,360	$495K	0.2%	$113.53	$111.93	—	COM	084670207
ORCL	Oracle	14,250	$473K	0.2%	$33.19 *	$27.58	+0.4%	COM	68389X105
CVX	Chevron Texaco	3,564	$433K	0.2%	$121.49 *	$71.30	+1.8%	COM	166764100
ADP	Auto Data Processing	5,800	$420K	0.2%	$72.41 *	$45.09	+7.7%	COM	053015103
KO	Coca Cola Company	11,016	$417K	0.2%	$37.85 *	$27.85	-7.3%	COM	191216100
WFC	Wells Fargo & Co. New	9,475	$392K	0.2%	$41.37 *	$27.36	+7.1%	COM	949746101
NTRS	Northern Trust Corporation	6,888	$375K	0.2%	$54.44 *	$40.35	-1.8%	COM	665859104
PFE	Pfizer Incorporated	10,317	$296K	0.1%	$28.69 *	$16.46	-0.2%	COM	717081103
UNP	Union Pacific	1,820	$283K	0.1%	$155.49 *	$57.06	+3.9%	COM	907818108
EEFT	Euronet Worldwide	6,500	$259K	0.1%	$39.85	$29.94	+33.2%	COM	298736109
MO	Altria Group Inc	7,535	$259K	0.1%	$34.37 *	$16.28	-2.1%	COM	02209S103
—	Glaxosmithkline Plc	5,033	$253K	0.1%	$50.27	$49.87	—	COM	37733W105
CL	Colgate-Palmolive Co	4,000	$237K	0.1%	$59.25 *	$44.38	+0.6%	COM	194162103
—	Hess Corp	3,000	$232K	0.1%	$77.33	$77.33	—	COM	42809H107
MMM	3M Company	1,780	$213K	0.1%	$119.66 *	$65.98	+3.0%	COM	88579Y101
—	General Electric	8,448	$202K	0.1%	$23.91	$23.19	—	COM	369604103
—	DFC Global Corp	10,000	$110K	0.0%	$11.00	$13.80	—	COM	23324T107