Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
BRK/A	BERKSHIRE HATHAWAY INC	6,191	$113M	16.3%	$18190.11 *	$175515.22	+8.2%	CL A	084670108
WFC	WELLS FARGO & CO NEW	2,124,000	$112M	16.1%	$52.56 *	$33.41	+13.9%	COM	949746101
KO	COCA COLA CO	1,014,500	$42.97M	6.2%	$42.36 *	$26.56	+11.1%	COM	191216100
DVA	DAVITA HEALTHCARE PARTNERS I	481,100	$34.79M	5.0%	$72.32	$66.91	+8.1%	COM	23918K108
IBM	INTERNATIONAL BUSINESS MACHS	185,300	$33.59M	4.9%	$181.27 *	$109.22	-0.8%	COM	459200101
—	GOOGLE INC	45,320	$26.5M	3.8%	$584.66	$584.66	—	CL A	38259P508
—	GOOGLE INC	45,320	$26.07M	3.8%	$575.29	$1114.52	—	CL C	38259P706
XOM	EXXON MOBIL CORP	255,300	$25.7M	3.7%	$100.68 *	$59.64	+3.8%	COM	30231G102
NVO	NOVO-NORDISK A S	556,000	$25.68M	3.7%	$46.19	$42.70	+8.2%	SPONSORED ADR	670100205
—	NATIONAL OILWELL VARCO INC	310,000	$25.53M	3.7%	$82.35	$78.86	—	COM	637071101
JNJ	JOHNSON & JOHNSON	203,200	$21.26M	3.1%	$104.62 *	$66.63	+14.1%	COM	478160104
DE	DEERE & CO	210,600	$19.07M	2.8%	$90.55 *	$70.60	+4.0%	COM	244199105
BDX	BECTON DICKINSON & CO	145,900	$17.26M	2.5%	$118.30 *	$91.42	+5.8%	COM	075887109
SNY	SANOFI	321,100	$17.07M	2.5%	$53.17	$50.62	+5.0%	SPONSORED ADR	80105N105
—	MEDTRONIC INC	258,600	$16.49M	2.4%	$63.76	$61.61	—	COM	585055106
QCOM	QUALCOMM INC	185,300	$14.68M	2.1%	$79.20 *	$54.02	+6.0%	COM	747525103
—	VARIAN MED SYS INC.	142,100	$11.81M	1.7%	$83.14	$83.99	—	COM	92220P105
ISRG	INTUITIVE SURGICAL INC	27,340	$11.26M	1.6%	$411.81 *	$46.43	-1.5%	COM NEW	46120E602
—	GENERAL ELECTRIC CO	402,100	$10.57M	1.5%	$26.28	$25.93	—	COM	369604103
MSFT	MICROSOFT CORP	211,900	$8.836M	1.3%	$41.70 *	$32.16	+9.2%	COM	594918104
V	VISA INC	40,800	$8.597M	1.2%	$210.71 *	$50.62	-4.0%	COM CL A	92826C839
CSCO	CISCO SYSTEMS INC	318,600	$7.917M	1.1%	$24.85 *	$15.38	+12.8%	COM	17275R102
—	UNITED TECHNOLOGIES CORP	64,900	$7.493M	1.1%	$115.45	$116.84	—	COM	913017109
WMT	WAL-MART STORES INC	86,700	$6.509M	0.9%	$75.07 *	$19.90	+0.7%	COM	931142103
—	MONSANTO CO NEW	50,800	$6.337M	0.9%	$124.74	$115.60	—	COM	61166W101
ABBV	ABBVIE INC	100,300	$5.661M	0.8%	$56.44 *	$31.49	+12.8%	COM	00287Y109
JPM	JPMORGAN CHASE & CO	87,000	$5.013M	0.7%	$57.62 *	$42.08	+0.3%	COM	46625H100
ABT	ABBOTT LABORATORIES	100,300	$4.102M	0.6%	$40.90 *	$30.73	+6.8%	COM	002824100
—	DIRECTV	45,000	$3.825M	0.6%	$85.00	$76.42	—	COM	25490A309
—	KRAFT FOODS GROUP INC	48,900	$2.932M	0.4%	$59.96	$56.09	—	COM	50076Q106
AAPL	APPLE INC	24,500	$2.277M	0.3%	$92.94 *	$18.36	+11.2%	COM	037833100
DNOW	NOW INC	61,875	$2.24M	0.3%	$36.20	$33.70	+7.4%	COM	67011P100
COP	CONOCO PHILLIPS	24,000	$2.058M	0.3%	$85.75 *	$45.41	+29.9%	COM	20825C104
ECL	ECOLAB INC	15,600	$1.737M	0.3%	$111.35 *	$91.92	+6.8%	COM	278865100
PG	PROCTER & GAMBLE CO	21,100	$1.658M	0.2%	$78.58 *	$56.51	+0.7%	COM	742718109
ORCL	ORACLE CORP	36,000	$1.459M	0.2%	$40.53 *	$34.67	-1.5%	COM	68389X105
META	FACEBOOK INC	17,200	$1.157M	0.2%	$67.27	$62.93	+6.2%	CL A	30303M102
MDLZ	MONDELEZ INTL INC	29,200	$1.098M	0.2%	$37.60 *	$26.35	+10.9%	CL A	609207105
NSRGY	NESTLE	12,000	$932K	0.1%	$77.67	$74.22	+4.6%	SPONSORED ADR	641069406
MA	MASTERCARD INC	10,000	$735K	0.1%	$73.50 *	$72.72	-5.8%	CL A	57636Q104
—	MINDRAY MEDICAL INTL LTD	20,600	$649K	0.1%	$31.50	$32.38	—	SPON ADR	602675100
—	VALEANT PHAMACEUTICALS INTL	4,700	$593K	0.1%	$126.17	$131.91	—	COM	91911K102
COST	COSTCO WHSL CORP NEW	4,800	$553K	0.1%	$115.21 *	$91.29	+1.1%	COM	22160K105
MKC	McCORMICK & CO INC	7,200	$515K	0.1%	$71.53 *	$28.56	+0.3%	COM NON VTG	579780206
—	BARD C R INC	3,600	$515K	0.1%	$143.06	$148.06	—	COM	067383109
IDXX	IDEXX LAB INC	3,500	$467K	0.1%	$133.43 *	$59.57	+12.1%	COM	45168D104
NVS	NOVARTIS A G	5,000	$453K	0.1%	$90.60	$81.32	+11.3%	SONSORED ADR	66987V109
—	EXPRESS SCRIPTS HLDG INC	6,300	$437K	0.1%	$69.37	$75.08	—	COM	30219G108
AXP	AMERICAN EXPRESS CO	2,000	$190K	0.0%	$95.00 *	$75.50	+6.5%	COM	025816109