The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| BED BATH & BEYOND INC | COM | 075896100 | 50,034 | 651,691 | SH | SOLE | 651,691 | 0 | 0 | ||
| CARDINAL HEALTH INC | COM | 14149Y108 | 63,287 | 701,085 | SH | SOLE | 701,085 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030n101 | 65,303 | 1,156,422 | SH | SOLE | 1,156,422 | 0 | 0 | ||
| CORE LABORATORIES N V | COM | N22717107 | 32,580 | 311,796 | SH | SOLE | 311,796 | 0 | 0 | ||
| ECOLAB INC | COM | 278865100 | 102,100 | 892,637 | SH | SOLE | 892,637 | 0 | 0 | ||
| EXPEDITORS INTL WASH INC | COM | 302130109 | 88,617 | 1,839,281 | SH | SOLE | 1,839,281 | 0 | 0 | ||
| FASTENAL CO | COM | 311900104 | 69,418 | 1,675,350 | SH | SOLE | 1,675,350 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 8,626 | 212,176 | SH | SOLE | 3,850 | 0 | 0 | ||
| NEKTAR THERAPEUTICS | COM | 640268108 | 187 | 16,985 | SH | SOLE | 212,176 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 147,359 | 1,468,740 | SH | SOLE | 16,985 | 0 | 0 | ||
| PAYCHEX INC | COM | 704326107 | 103,522 | 2,086,505 | SH | SOLE | 1,468,740 | 0 | 0 | ||
| PEPCO HOLDINGS INC | COM | 713291102 | 2,317 | 86,375 | SH | SOLE | 2,086,505 | 0 | 0 | ||
| PROGRESSIVE CORP OHIO | COM | 743315103 | 85,825 | 3,155,316 | SH | SOLE | 86,375 | 0 | 0 | ||
| PROSHARES TR | SHRT 20+YR TRE | 74347X849 | 1,265 | 52,750 | SH | SOLE | 3,155,316 | 0 | 0 | ||
| RIVERBED TECHNOLOGY INC | COM | 768573107 | 585 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| RYDEX ETF TRUST | GUG S&P500 EQ WT | 78355w106 | 312 | 3,850 | SH | SOLE | 52,750 | 0 | 0 | ||
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 24,690 | 254,693 | SH | SOLE | 254,693 | 0 | 0 | ||
| US BANCORP DEL | COM NEW | 902973304 | 421 | 9,649 | SH | SOLE | 9,649 | 0 | 0 | ||
| WATERS CORP | COM | 941848103 | 18,959 | 152,500 | SH | SOLE | 152,500 | 0 | 0 | ||
| WELLS FARGO & CO NEW | *W EXP 10/28/201 | 949746119 | 1,229 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| WELLS FARGO & CO NEW | COM | 949746101 | 107,639 | 1,978,661 | SH | SOLE | 1,978,661 | 0 | 0 | ||