The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AmerisourceBergen Corp COM 03073E105 26,450 403,260 SH   SOLE   403,260 0 0
Beacon Roofing Supply Inc COM 73685109 16,297 421,560 SH   SOLE   421,560 0 0
Blackrock COM 09247X101 15,724 50,000 SH   SOLE   50,000 0 0
Coca Cola Co COM 191216100 3,441 89,000 SH   SOLE   89,000 0 0
CVS Caremark Corp COM 126650100 27,918 372,932 SH   SOLE   372,932 0 0
Dollar General Corp NEW COM 256677105 11,694 210,773 SH   SOLE   210,773 0 0
Dollar Tree COM 256746108 1,774 34,000 SH   SOLE   34,000 0 0
Fresh Market COM 35804H106 2,604 77,500 SH   SOLE   77,500 0 0
General Mils Inc COM 370334104 3,612 69,700 SH   SOLE   69,700 0 0
Grainger W W Inc COM 384802104 21,071 83,396 SH   SOLE   83,396 0 0
Home Depot Inc COM 437076102 3,371 42,600 SH   SOLE   42,600 0 0
Kellogg Co COM 487836108 2,947 47,000 SH   SOLE   47,000 0 0
Kraft Foods Group COM 50076Q106 4,465 79,600 SH   SOLE   79,600 0 0
Lawson Prods Inc COM 520776105 12,757 793,826 SH   SOLE   793,826 0 0
Lowes Cos COM 548661107 2,567 52,500 SH   SOLE   52,500 0 0
Mastercard Inc CLA 57636Q104 6,648 89,000 SH   SOLE   89,000 0 0
McKesson Corp COM 58155Q103 29,177 165,243 SH   SOLE   165,243 0 0
Medassets Inc COM 584045108 13,568 549,079 SH   SOLE   549,079 0 0
Mednax Inc COM 58502B106 16,403 264,650 SH   SOLE   264,650 0 0
Microsoft Corp COM 594918104 3,492 85,200 SH   SOLE   85,200 0 0
Mondelez Intl CL A CLA 309207105 6,046 175,000 SH   SOLE   175,000 0 0
MSC Indl Direct CL A CLA 553530106 26,536 306,703 SH   SOLE   306,703 0 0
National Oilwell Varco COM 637071101 21,570 277,000 SH   SOLE   277,000 0 0
Oracle Corp COM 68389X105 24,341 595,000 SH   SOLE   595,000 0 0
Pepsico COM 713448108 1,787 21,400 SH   SOLE   21,400 0 0
Pool Corporation COM 73278L105 20,763 338,600 SH   SOLE   338,600 0 0
Price T Rowe Group Inc COM 74144T108 17,054 207,087 SH   SOLE   207,087 0 0
Proctor & Gamble Co COM 742712109 6,682 82,900 SH   SOLE   82,900 0 0
Sciquest COM 80908T101 1,621 60,000 SH   SOLE   60,000 0 0
Smucker JM Co COM NEW 832696405 3,209 33,000 SH   SOLE   33,000 0 0
Starbucks Corp COM 855244109 19,416 264,600 SH   SOLE   264,600 0 0
The ADT Corporation COM 00101J106 899 30,000 SH   SOLE   30,000 0 0
United Natural Foods Inc COM 911163103 4,496 63,402 SH   SOLE   63,402 0 0
Visa Inc COM CLA 92826C839 2,288 10,600 SH   SOLE   10,600 0 0
Wal Mart Stores Inc COM 931142102 6,466 84,600 SH   SOLE   84,600 0 0
Walgreen Co COM 931422109 4,853 73,500 SH   SOLE   73,500 0 0
Watsco COM 942622200 25,002 250,242 SH   SOLE   250,242 0 0
Wesco Aircraft Hldgs COM 950814103 1,702 77,324 SH   SOLE   77,324 0 0
Wesco Intl COM 95082P105 129 1,550 SH   SOLE   1,550 0 0