Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
JNJ	JOHNSON & JOHNSON	203,200	$203M	24.8%	$1000.00 *	$66.63	+6.4%	COMMON	478160104
BRK/A	BERKSHIRE HATHAWAY INC	6,191	$111M	13.5%	$17947.99 *	$175515.22	+6.7%	COMMON	084670108
WFC	WELLS FARGO & CO	2,124,000	$106M	12.9%	$49.74 *	$33.41	+7.0%	COMMON	949746101
—	GOOGLE INC	45,320	$50.51M	6.2%	$1114.52	$1114.52	—	COMMON	38259P706
KO	COCA COLA CO	1,014,500	$39.22M	4.8%	$38.66 *	$26.56	+0.7%	COMMON	191216100
IBM	INTERNATIONAL BUSINESS MACHINES CORP	185,300	$35.67M	4.3%	$192.49 *	$109.22	+4.7%	COMMON	459200101
DVA	DAVITA HEALTHCARE PARTNERS INC	407,800	$28.01M	3.4%	$68.68	$66.44	+3.6%	COMMON	23918K108
NVO	NOVO NORDISK A/S	523,700	$23.91M	2.9%	$45.65	$42.61	+7.1%	COMMON	670100205
—	NATIONAL OILWELL VARCO INC	241,600	$18.81M	2.3%	$77.87	$77.87	—	COMMON	637071101
QCOM	QUALCOMM INC	216,800	$17.1M	2.1%	$78.86 *	$54.02	+5.0%	COMMON	747525103
BDX	BECTON DICKINSON & CO	145,900	$17.08M	2.1%	$117.08 *	$91.42	+4.2%	COMMON	075887109
SNY	SANOFI-AVENTIS SA	321,100	$16.79M	2.0%	$52.28	$50.62	+3.3%	COMMON	80105N105
DE	DEERE & COMPANY	184,500	$16.75M	2.0%	$90.80 *	$70.10	+4.4%	COMMON	244199105
—	MEDTRONIC INC	251,000	$15.45M	1.9%	$61.54	$61.54	—	COMMON	585055106
XOM	EXXON MOBIL CORPORATION	150,100	$14.66M	1.8%	$97.68 *	$58.08	+2.8%	COMMON	30231G102
—	VARIAN MEDICAL SYSTEMS,INC.	142,100	$11.94M	1.5%	$83.99	$83.99	—	COMMON	92220P105
—	GENERAL ELECTRIC CO	364,500	$9.437M	1.1%	$25.89	$25.89	—	COMMON	369604103
ISRG	INTUITIVE SURGICAL INC	21,230	$9.299M	1.1%	$438.01 *	$47.10	+3.3%	COMMON	46120E602
—	UNITED TECHNOLOGIES CORP	64,900	$7.583M	0.9%	$116.84	$116.84	—	COMMON	913017109
V	VISA INC	33,900	$7.318M	0.9%	$215.87 *	$51.12	-2.8%	COMMON	92826C839
CSCO	CISCO SYSTEMS INC	298,800	$6.696M	0.8%	$22.41 *	$15.30	+1.5%	COMMON	17275R102
WMT	WAL MART STORES INC	86,700	$6.626M	0.8%	$76.42 *	$19.90	+1.9%	COMMON	931142103
MSFT	MICROSOFT CORP	141,500	$5.8M	0.7%	$40.99 *	$31.26	+9.6%	COMMON	594918104
JPM	JP MORGAN CHASE & CO	87,000	$5.282M	0.6%	$60.71 *	$42.08	+5.0%	COMMON	46625H100
ABBV	ABBVIE INC	100,300	$5.155M	0.6%	$51.40 *	$31.49	+1.8%	COMMON	00287Y109
—	MONSANTO COMPANY	42,300	$4.812M	0.6%	$113.76	$113.76	—	COMMON	61166W101
—	DIRECTV	59,500	$4.547M	0.6%	$76.42	$76.42	—	COMMON	25490A309
ABT	ABBOTT LABORATORIES	100,300	$3.863M	0.5%	$38.51 *	$30.73	-0.0%	COMMON	002824100
—	KRAFT FOODS GROUP INC	48,900	$2.743M	0.3%	$56.09	$56.09	—	COMMON	50076Q106
AAPL	APPLE INC	3,500	$1.879M	0.2%	$536.86 *	$16.58	+1.0%	COMMON	037833100
PG	PROCTER & GAMBLE CO	21,100	$1.701M	0.2%	$80.62 *	$56.51	+2.5%	COMMON	742718109
COP	CONOCO PHILLIPS	24,000	$1.688M	0.2%	$70.33 *	$45.41	+5.6%	COMMON	20825C104
ECL	ECOLAB INC	15,600	$1.685M	0.2%	$108.01 *	$91.92	+3.3%	COMMON	278865100
META	FACEBOOK INC	22,000	$1.325M	0.2%	$60.23	$62.93	-4.9%	COMMON	30303M102
MA	MASTERCARD INC	17,200	$1.264M	0.2%	$73.49 *	$72.72	-4.4%	COMMON	57636Q104
MDLZ	MONDELEZ INTERNATIONAL INC	29,200	$1.009M	0.1%	$34.55 *	$26.35	+1.5%	COMMON	609207105
NSRGY	NESTLE SA	12,000	$903K	0.1%	$75.25	$74.22	+1.3%	COMMON	641069406
—	MINDRAY MEDICAL INTL LTD	20,600	$667K	0.1%	$32.38	$32.38	—	COMMON	602675100
—	VALEANT PHAMACEUTICALS INTERNTIONAL INC	4,700	$620K	0.1%	$131.91	$131.91	—	COMMON	91911K102
COST	COSTCO WHOLESALES CORP.	4,800	$536K	0.1%	$111.67 *	$91.29	-2.2%	COMMON	22160K105
—	CR BARD INC	3,600	$533K	0.1%	$148.06	$148.06	—	COMMON	067383109
—	EXPRESS SCRIPTS HOLDING INC	6,300	$473K	0.1%	$75.08	$75.08	—	COMMON	30219G108
—	FOREST LABORATORIES INC	5,000	$461K	0.1%	$92.20	$92.20	—	COMMON	345838106
IDXX	IDEXX LABORATORIES	3,500	$425K	0.1%	$121.43 *	$59.57	+1.9%	COMMON	45168D104
NVS	NOVARTIS AG	5,000	$425K	0.1%	$85.00	$81.32	+4.5%	COMMON	66987V109
AXP	AMERICAN EXPRESS CO	2,000	$180K	0.0%	$90.00 *	$75.50	+0.8%	COMMON	025816109