Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
NFLX	Netflix Inc	139,252	$47.57M	18.2%	$341.61 *	$3.01	+62.0%	COM	64110L106
—	Athenahealth Inc	216,336	$31.52M	12.1%	$145.70	$88.90	—	COM	04685W103
QCOM	Qualcomm	399,561	$29.7M	11.4%	$74.33 *	$45.06	+20.7%	COM	747525103
AMT	American Tower	261,424	$25.84M	9.9%	$98.85 *	$59.42	+27.7%	COM	03027X100
AMZN	Amazon.com	51,052	$15.84M	6.1%	$310.35 *	$13.66	+13.6%	COM	023135106
EA	Electronic Arts	317,020	$14.9M	5.7%	$47.02 *	$21.14	+116.3%	COM	285512109
EBAY	eBay	248,860	$13.97M	5.3%	$56.12 *	$20.13	+4.4%	COM	278642103
AL	Air Lease Corp	384,310	$13.19M	5.0%	$34.31 *	$25.54	+14.6%	COM	00912X302
—	Rackspace Hosting Inc	181,150	$8.48M	3.2%	$46.81	$39.19	—	COM	750086100
EQIX	Equinix Inc (REIT)	37,249	$8.445M	3.2%	$226.72 *	$165.52	+5.8%	COM	29444U700
—	Interxion Holding Nv	299,555	$8.19M	3.1%	$27.34	$25.52	—	COM	N47279109
—	Fireeye Inc	251,140	$7.931M	3.0%	$31.58	$31.29	—	COM	31816Q101
TROW	T Rowe Price Group	59,008	$5.066M	1.9%	$85.85 *	$48.19	+17.9%	COM	74144T108
XOM	Exxon Mobil	51,244	$4.738M	1.8%	$92.46 *	$54.79	+5.3%	COM	30231G102
AXP	American Express	33,656	$3.131M	1.2%	$93.03 *	$59.62	+33.0%	COM	025816109
JNJ	Johnson & Johnson	27,325	$2.857M	1.1%	$104.56 *	$60.13	+28.0%	COM	478160104
BRK/A	Berkshire Hathaway Cl A	7	$1.582M	0.6%	$226000.00	$165023.42	+37.0%	COM	084670108
—	Destination Maternity Co	84,590	$1.349M	0.5%	$15.95	$24.60	—	COM	25065D100
MSFT	Microsoft	27,911	$1.296M	0.5%	$46.43 *	$26.95	+46.9%	COM	594918104
ICUI	I C U Medical	15,675	$1.284M	0.5%	$81.91	$66.13	+23.8%	COM	44930G107
—	Kinder Morgan	28,000	$1.185M	0.5%	$42.32	$38.63	—	COM	49455P101
ABBV	Abbvie Inc	15,808	$1.034M	0.4%	$65.41 *	$26.55	+57.5%	COM	00287Y109
ET	Energy Transfer Equity	16,000	$918K	0.4%	$57.38	$61.44	—	COM UT LTD PTN	29273V100
—	Anadarko Petroleum	10,200	$842K	0.3%	$82.55	$91.24	—	COM	032511107
DIS	Disney Walt Co	8,662	$816K	0.3%	$94.20 *	$56.67	+51.4%	COM	254687106
—	Penn Virginia Corp	119,723	$800K	0.3%	$6.68	$7.29	—	COM	707882106
MRK	Merck & Co Inc	12,574	$714K	0.3%	$56.78 *	$30.41	+26.6%	COM	58933Y105
ABT	Abbott Laboratories	15,808	$712K	0.3%	$45.04 *	$28.85	+26.6%	COM	002824100
AAPL	Apple Computer Inc	5,425	$599K	0.2%	$110.41 *	$17.88	+36.9%	COM	037833100
—	Berkshire Hathaway Cl B	3,860	$580K	0.2%	$150.26	$111.93	—	COM	084670207
—	Google Inc Class A	1,091	$579K	0.2%	$530.71	$867.85	—	COM	38259P508
PM	Philip Morris Intl Inc	7,085	$577K	0.2%	$81.44 *	$49.82	-5.3%	COM	718172109
WFC	Wells Fargo & Co. New	9,475	$519K	0.2%	$54.78 *	$27.36	+47.1%	COM	949746101
ORCL	Oracle	11,375	$512K	0.2%	$45.01 *	$27.58	+38.2%	COM	68389X105
—	Google Inc Class C	951	$501K	0.2%	$526.81	$575.13	—	COM	38259P706
ADP	Auto Data Processing	5,800	$484K	0.2%	$83.45 *	$45.09	+45.6%	COM	053015103
NTRS	Northern Trust Corporation	6,886	$464K	0.2%	$67.38 *	$40.35	+24.9%	COM	665859104
—	Cigna	4,489	$462K	0.2%	$102.92	$72.53	—	COM	125509109
MO	Altria Group Inc	7,785	$384K	0.1%	$49.33 *	$16.39	+47.9%	COM	02209S103
KO	Coca Cola Company	7,149	$302K	0.1%	$42.24 *	$27.70	+7.7%	COM	191216100
CL	Colgate-Palmolive Co	4,000	$277K	0.1%	$69.25 *	$44.38	+20.6%	COM	194162103
PFE	Pfizer Incorporated	8,700	$271K	0.1%	$31.15 *	$16.46	+12.9%	COM	717081103
IBM	Intl Business Machines	1,689	$271K	0.1%	$160.45 *	$118.94	-18.3%	COM	459200101
CVX	Chevron Texaco	2,163	$243K	0.1%	$112.34 *	$76.43	-8.5%	COM	166764100
ADBE	Adobe Systems	3,200	$233K	0.1%	$72.81	$64.14	+13.4%	COM	00724F101