Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
NFLX	Netflix Inc	150,941	$55.57M	22.3%	$368.17 *	$2.97	+76.9%	COM	64110L106
QCOM	Qualcomm	418,453	$31.07M	12.4%	$74.25 *	$45.06	+18.0%	COM	747525103
—	Athenahealth Inc	203,406	$27.36M	11.0%	$134.50	$84.73	—	COM	04685W103
AMT	American Tower	285,742	$22.81M	9.1%	$79.82 *	$59.42	+1.5%	COM	03027X100
AMZN	Amazon.com	46,511	$18.55M	7.4%	$398.79 *	$13.34	+49.4%	COM	023135106
EBAY	eBay	232,970	$12.78M	5.1%	$54.87 *	$20.17	+1.9%	COM	278642103
—	DTS Inc	428,745	$10.25M	4.1%	$23.91	$20.77	—	COM	23335C101
AL	Air Lease Corp	295,035	$9.17M	3.7%	$31.08 *	$23.80	+10.9%	COM	00912X302
—	Rackspace Hosting Inc	182,040	$7.123M	2.9%	$39.13	$40.16	—	COM	750086100
EA	Electronic Arts	306,537	$7.032M	2.8%	$22.94 *	$19.97	+11.7%	COM	285512109
—	Interxion Holding Nv	284,865	$6.726M	2.7%	$23.61	$25.48	—	COM	N47279109
XOM	Exxon Mobil	56,772	$5.745M	2.3%	$101.19 *	$53.69	+14.4%	COM	30231G102
TROW	T Rowe Price Group	56,848	$4.762M	1.9%	$83.77 *	$47.69	+13.8%	COM	74144T108
AXP	American Express	35,470	$3.218M	1.3%	$90.72 *	$59.62	+28.3%	COM	025816109
JNJ	Johnson & Johnson	31,020	$2.841M	1.1%	$91.59 *	$60.13	+9.1%	COM	478160104
—	Destination Maternity Co	84,590	$2.528M	1.0%	$29.89	$24.60	—	COM	25065D100
—	Equinix Inc New	12,100	$2.147M	0.9%	$177.44	$177.44	—	COM	29444U502
—	Google Inc Class A	1,351	$1.514M	0.6%	$1120.65	$893.00	—	COM	38259P508
ICUI	I C U Medical	21,375	$1.362M	0.5%	$63.72	$66.13	-3.7%	COM	44930G107
—	PVR Partners LP	47,978	$1.287M	0.5%	$26.82	$26.55	—	LP	693665101
BRK/A	Berkshire Hathaway Cl A	7	$1.245M	0.5%	$177857.14	$165023.42	+7.8%	COM	084670108
MSFT	Microsoft	28,736	$1.075M	0.4%	$37.41 *	$26.95	+15.2%	COM	594918104
—	Penn Virginia Corp	102,433	$966K	0.4%	$9.43	$5.94	—	COM	707882106
—	Cigna	10,715	$937K	0.4%	$87.45	$72.53	—	COM	125509109
ABBV	Abbvie Inc	15,728	$831K	0.3%	$52.84 *	$26.55	+23.1%	COM	00287Y109
—	Anadarko Petroleum	10,200	$809K	0.3%	$79.31	$85.88	—	COM	032511107
DIS	Disney Walt Co	8,662	$662K	0.3%	$76.43 *	$56.67	+21.2%	COM	254687106
MRK	Merck & Co Inc	13,046	$653K	0.3%	$50.05 *	$30.02	+9.7%	COM	58933Y105
AAPL	Apple Computer Inc	1,144	$642K	0.3%	$561.19 *	$13.21	+31.7%	COM	037833100
ABT	Abbott Laboratories	15,728	$603K	0.2%	$38.34 *	$28.85	+5.4%	COM	002824100
PM	Philip Morris Intl Inc	6,885	$600K	0.2%	$87.15 *	$49.85	-3.3%	COM	718172109
ORCL	Oracle	14,375	$550K	0.2%	$38.26 *	$27.58	+16.2%	COM	68389X105
KO	Coca Cola Company	13,283	$549K	0.2%	$41.33 *	$27.70	+2.3%	COM	191216100
IBM	Intl Business Machines	2,790	$523K	0.2%	$187.46 *	$118.94	-6.8%	COM	459200101
CMCSA	Comcast Corp New Cl A	10,000	$520K	0.2%	$52.00 *	$15.62	+27.5%	COM	20030N101
ADP	Auto Data Processing	5,800	$469K	0.2%	$80.86 *	$45.09	+20.9%	COM	053015103
—	Berkshire Hathaway Cl B	3,860	$458K	0.2%	$118.65	$111.93	—	COM	084670207
CVX	Chevron Texaco	3,564	$445K	0.2%	$124.86 *	$71.30	+5.5%	COM	166764100
WFC	Wells Fargo & Co. New	9,475	$430K	0.2%	$45.38 *	$27.36	+18.5%	COM	949746101
NTRS	Northern Trust Corporation	6,888	$426K	0.2%	$61.85 *	$40.35	+12.4%	COM	665859104
ET	Energy Transfer Equity	5,000	$409K	0.2%	$81.80	$81.80	—	COM	29273V100
PFE	Pfizer Incorporated	10,317	$316K	0.1%	$30.63 *	$16.46	+7.2%	COM	717081103
UNP	Union Pacific	1,820	$306K	0.1%	$168.13 *	$57.06	+12.9%	COM	907818108
MO	Altria Group Inc	7,535	$289K	0.1%	$38.35 *	$16.28	+10.8%	COM	02209S103
CL	Colgate-Palmolive Co	4,000	$261K	0.1%	$65.25 *	$44.38	+11.2%	COM	194162103
—	Hess Corp	3,000	$249K	0.1%	$83.00	$77.33	—	COM	42809H107
—	Glaxosmithkline Plc	4,533	$242K	0.1%	$53.39	$49.87	—	COM	37733W105
—	General Electric	8,448	$237K	0.1%	$28.05	$23.19	—	COM	369604103
CSX	C S X Corp	7,200	$207K	0.1%	$28.75 *	$7.37	+7.4%	COM	126408103