Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
NFLX	Netflix Inc	139,800	$63.08M	24.1%	$451.18 *	$3.01	+114.0%	COM	64110L106
QCOM	Qualcomm	402,893	$30.12M	11.5%	$74.77 *	$45.06	+20.7%	COM	747525103
—	Athenahealth Inc	213,056	$28.06M	10.7%	$131.69	$88.03	—	COM	04685W103
AMT	American Tower	267,549	$25.05M	9.6%	$93.63 *	$59.42	+20.5%	COM	03027X100
AMZN	Amazon.com	51,217	$16.51M	6.3%	$322.43 *	$13.66	+18.0%	COM	023135106
EBAY	eBay	249,810	$14.15M	5.4%	$56.63 *	$20.13	+5.4%	COM	278642103
AL	Air Lease Corp	359,960	$11.7M	4.5%	$32.50 *	$25.24	+9.7%	COM	00912X302
EA	Electronic Arts	317,723	$11.31M	4.3%	$35.61 *	$21.14	+63.8%	COM	285512109
—	Interxion Holding Nv	298,095	$8.254M	3.2%	$27.69	$25.52	—	COM	N47279109
—	Equinix Inc New	34,855	$7.406M	2.8%	$212.48	$191.48	—	COM	29444U502
—	Rackspace Hosting Inc	201,175	$6.548M	2.5%	$32.55	$39.19	—	COM	750086100
XOM	Exxon Mobil	53,491	$5.031M	1.9%	$94.05 *	$54.79	+6.3%	COM	30231G102
TROW	T Rowe Price Group	62,508	$4.901M	1.9%	$78.41 *	$48.19	+7.1%	COM	74144T108
AXP	American Express	33,656	$2.946M	1.1%	$87.53 *	$59.62	+24.8%	COM	025816109
JNJ	Johnson & Johnson	27,475	$2.929M	1.1%	$106.61 *	$60.13	+29.7%	COM	478160104
—	Fireeye Inc	71,350	$2.18M	0.8%	$30.55	$30.55	—	COM	31816Q101
—	Penn Virginia Corp	117,363	$1.492M	0.6%	$12.71	$7.30	—	COM	707882106
BRK/A	Berkshire Hathaway Cl A	7	$1.448M	0.6%	$206857.14	$165023.42	+25.4%	COM	084670108
—	Anadarko Petroleum	13,200	$1.339M	0.5%	$101.44	$91.24	—	COM	032511107
MSFT	Microsoft	28,736	$1.332M	0.5%	$46.35 *	$26.95	+45.7%	COM	594918104
—	Destination Maternity Co	84,590	$1.306M	0.5%	$15.44	$24.60	—	COM	25065D100
ICUI	I C U Medical	18,075	$1.16M	0.4%	$64.18	$66.13	-3.0%	COM	44930G107
—	Kinder Morgan	26,000	$997K	0.4%	$38.35	$38.35	—	COM	49455P101
ET	Energy Transfer Equity	16,000	$987K	0.4%	$61.69	$61.44	—	COM UT LTD PTN	29273V100
ABBV	Abbvie Inc	15,808	$913K	0.3%	$57.76 *	$26.55	+37.9%	COM	00287Y109
—	Google Inc Class A	1,471	$866K	0.3%	$588.72	$867.85	—	COM	38259P508
—	Google Inc Class C	1,351	$780K	0.3%	$577.35	$575.13	—	COM	38259P706
DIS	Disney Walt Co	8,662	$771K	0.3%	$89.01 *	$56.67	+41.3%	COM	254687106
MRK	Merck & Co Inc	12,574	$745K	0.3%	$59.25 *	$30.41	+31.2%	COM	58933Y105
ABT	Abbott Laboratories	15,808	$657K	0.3%	$41.56 *	$28.85	+16.3%	COM	002824100
PM	Philip Morris Intl Inc	7,085	$591K	0.2%	$83.42 *	$49.82	-4.2%	COM	718172109
ORCL	Oracle	14,375	$550K	0.2%	$38.26 *	$27.58	+17.3%	COM	68389X105
AAPL	Apple Computer Inc	5,425	$547K	0.2%	$100.83 *	$17.88	+24.4%	COM	037833100
—	Berkshire Hathaway Cl B	3,860	$533K	0.2%	$138.08	$111.93	—	COM	084670207
WFC	Wells Fargo & Co. New	9,475	$491K	0.2%	$51.82 *	$27.36	+38.3%	COM	949746101
ADP	Auto Data Processing	5,800	$482K	0.2%	$83.10 *	$45.09	+26.6%	COM	053015103
NTRS	Northern Trust Corporation	6,888	$469K	0.2%	$68.09 *	$40.35	+25.4%	COM	665859104
—	Cigna	4,889	$443K	0.2%	$90.61	$72.53	—	COM	125509109
IBM	Intl Business Machines	2,186	$415K	0.2%	$189.84 *	$118.94	-4.0%	COM	459200101
MO	Altria Group Inc	7,785	$358K	0.1%	$45.99 *	$16.39	+36.5%	COM	02209S103
KO	Coca Cola Company	8,283	$353K	0.1%	$42.62 *	$27.70	+8.1%	COM	191216100
CL	Colgate-Palmolive Co	4,000	$261K	0.1%	$65.25 *	$44.38	+13.0%	COM	194162103
CVX	Chevron Texaco	2,163	$258K	0.1%	$119.28 *	$76.43	-3.5%	COM	166764100
PFE	Pfizer Incorporated	8,700	$257K	0.1%	$29.54 *	$16.46	+6.3%	COM	717081103
ADBE	Adobe Systems	3,200	$221K	0.1%	$69.06	$64.14	+7.9%	COM	00724F101
—	Glaxosmithkline Plc	4,533	$208K	0.1%	$45.89	$49.87	—	SPONSORED ADR	37733W105