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
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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
Abbott Laboratories COM 002824100 8,982 200,000 SH   SOLE   200,000 0 0
Agrium Inc. COM 008916108 6,316 70,700 SH   SOLE   70,700 0 0
Air Products & Chemicals, Inc. COM 009158106 3,708 28,500 SH   SOLE   28,500 0 0
Amphenol Corp. COM 032095101 21,028 402,600 SH   SOLE   402,600 0 0
Anadarko Petroleum Corp. COM 032511107 9,716 200,000 SH   SOLE   200,000 0 0
Arthur J. Gallagher & Company COM 363576109 1,706 41,666 SH   SOLE   41,666 0 0
Banner Corporation COM 06652V208 1,540 33,580 SH   SOLE   33,580 0 0
Bed Bath & Beyond, Inc. COM 075896100 4,825 100,000 SH   SOLE   100,000 0 0
Belmond, Ltd. - Class A COM G1154H107 1,218 128,182 SH   SOLE   128,182 0 0
Big Lots, Inc. COM 089302103 16,249 421,617 SH   SOLE   421,617 0 0
CACI International, Inc. COM 127190304 3,247 35,000 SH   SOLE   35,000 0 0
CVS Health Corp. COM 126650100 18,781 192,090 SH   SOLE   192,090 0 0
Charles River Laboratories Int COM 159864107 12,460 155,000 SH   SOLE   155,000 0 0
Check Point Software Technolog COM M22465104 29,704 365,000 SH   SOLE   365,000 0 0
Checkpoint Systems, Inc. COM 162825103 3,307 527,434 SH   SOLE   527,434 0 0
DeVry Education Group Inc. COM 251893103 10,204 403,150 SH   SOLE   403,150 0 0
EOG Resources, Inc. COM 26875P101 24,423 345,000 SH   SOLE   345,000 0 0
Express, Inc. COM 30219E103 3,304 191,217 SH   SOLE   191,217 0 0
FEI Company COM 30241L109 27,078 339,371 SH   SOLE   339,371 0 0
FMC Corp. COM 302491303 14,869 380,000 SH   SOLE   380,000 0 0
FedEx Corp. COM 31428X106 18,251 122,500 SH   SOLE   122,500 0 0
Gilead Sciences Inc. COM 375558103 9,613 95,000 SH   SOLE   95,000 0 0
IPG Photonics Corp. COM 44980X109 19,905 223,249 SH   SOLE   223,249 0 0
Interpublic Group of Companies COM 460690100 21,205 910,857 SH   SOLE   910,857 0 0
MasterCard, Inc. - Class A COM 57636Q104 29,938 307,500 SH   SOLE   307,500 0 0
Mohawk Industries, Inc. COM 608190104 3,030 16,000 SH   SOLE   16,000 0 0
PTC Inc. COM 69370C100 37,498 1,082,804 SH   SOLE   1,082,804 0 0
Precision Castparts Corp. COM 740189105 30,659 132,144 SH   SOLE   132,144 0 0
Radian Group, Inc. COM 750236101 8,810 657,989 SH   SOLE   657,989 0 0
Rockwell Collins, Inc. COM 774341101 9,230 100,000 SH   SOLE   100,000 0 0
Rofin-Sinar Technologies, Inc. COM 775043102 4,032 150,553 SH   SOLE   150,553 0 0
Rogers Corp. COM 775133101 11,652 225,953 SH   SOLE   225,953 0 0
Ross Stores, Inc. COM 778296103 24,753 460,000 SH   SOLE   460,000 0 0
SeaWorld Entertainment, Inc. COM 81282V100 3,052 155,000 SH   SOLE   155,000 0 0
Stone Energy Corp. COM 861642106 1,341 312,541 SH   SOLE   312,541 0 0
Synopsys, Inc. COM 871607107 46,805 1,026,204 SH   SOLE   1,026,204 0 0
Teradata Corp. COM 88076W103 7,001 265,000 SH   SOLE   265,000 0 0
Time Warner, Inc. COM 887317303 14,874 230,000 SH   SOLE   230,000 0 0
United Rentals, Inc. COM 911363109 18,889 260,400 SH   SOLE   260,400 0 0
Universal Health Services, Inc COM 913903100 74,250 621,391 SH   SOLE   621,391 0 0
Varian Medical Systems, Inc. COM 92220P105 22,422 277,500 SH   SOLE   277,500 0 0
Willis Group Holdings plc COM G96666105 34,606 712,498 SH   SOLE   712,498 0 0
Yadkin Financial Corp. COM 984305102 2,291 91,026 SH   SOLE   91,026 0 0
Zebra Technologies Corp. - Cla COM 989207105 14,452 207,500 SH   SOLE   207,500 0 0