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
3M CO COM 88579Y101 2,289 20,935 SH   SOLE   20,935 0 0
ABBOTT LABS COM 002824100 3,429 98,307 SH   SOLE   98,307 0 0
ABBVIE INC COM 00287Y109 5,626 136,098 SH   SOLE   136,098 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,261 30,585 SH   SOLE   30,585 0 0
ANTARES PHARMA INC COM 036642106 125 30,000 SH   SOLE   30,000 0 0
APPLE INC COM 037833100 5,925 14,943 SH   SOLE   14,943 0 0
AT&T INC COM 00206R102 220 6,212 SH   SOLE   6,212 0 0
AZZ INC COM 002474104 2,465 63,927 SH   SOLE   63,927 0 0
B/E AEROSPACE INC COM 073302101 2,289 36,285 SH   SOLE   36,285 0 0
BECTON DICKINSON & CO COM 075887109 5,802 58,702 SH   SOLE   58,702 0 0
BED BATH & BEYOND INC COM 075896100 2,528 35,625 SH   SOLE   35,625 0 0
BOEING CO COM 097023105 591 5,770 SH   SOLE   5,770 0 0
BREITBURN ENERGY PARTNERS LP COM UT LTD PTN 106776107 6,051 331,557 SH   SOLE   331,557 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 529 7,535 SH   SOLE   7,535 0 0
CAMPBELL SOUP CO COM 134429109 322 7,200 SH   SOLE   7,200 0 0
CAPSTEAD MTG CORP COM NO PAR 14067E506 393 32,515 SH   SOLE   32,515 0 0
CHEVRON CORP NEW COM 166764100 440 3,722 SH   SOLE   3,722 0 0
CISCO SYS INC COM 17275R102 2,925 120,178 SH   SOLE   120,178 0 0
CLEAN HARBORS INC COM 184496107 1,475 29,196 SH   SOLE   29,196 0 0
COLGATE PALMOLIVE CO COM 194162103 556 9,704 SH   SOLE   9,704 0 0
COMPUTER PROGRAMS & SYS INC COM 205306103 2,407 48,990 SH   SOLE   48,990 0 0
CONOCOPHILLIPS COM 20825C104 4,145 68,510 SH   SOLE   68,510 0 0
CONSOLIDATED EDISON INC COM 209115104 365 6,255 SH   SOLE   6,255 0 0
CORNING INC COM 219350105 2,846 199,990 SH   SOLE   199,990 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,644 14,870 SH   SOLE   14,870 0 0
CUMMINS INC COM 231021106 374 3,450 SH   SOLE   3,450 0 0
DELUXE CORP COM 248019101 3,284 94,765 SH   SOLE   94,765 0 0
DOMINION RES INC VA NEW COM 25746U109 728 12,814 SH   SOLE   12,814 0 0
DONALDSON INC COM 257651109 5,627 157,804 SH   SOLE   157,804 0 0
E M C CORP MASS COM 268648102 5,757 243,746 SH   SOLE   243,746 0 0
EATON CORP PLC SHS G29183103 948 14,407 SH   SOLE   14,407 0 0
ENBRIDGE ENERGY MANAGEMENT L SHS UNITS LLI 29250X103 404 13,327 SH   SOLE   13,327 0 0
EXXON MOBIL CORP COM 30231G102 627 6,941 SH   SOLE   6,941 0 0
FLY LEASING LTD SPONSORED ADR 34407D109 8,855 525,507 SH   SOLE   525,507 0 0
GENCO SHIPPING & TRADING LTD SHS Y2685T107 30 18,700 SH   SOLE   18,700 0 0
GENERAL ELECTRIC CO COM 369604103 3,748 161,607 SH   SOLE   161,607 0 0
GOOGLE INC CL A 38259P508 1,197 1,360 SH   SOLE   1,360 0 0
HCP INC COM 40414L109 1,398 30,775 SH   SOLE   30,775 0 0
HEALTHCARE SVCS GRP INC COM 421906108 3,419 139,440 SH   SOLE   139,440 0 0
HELMERICH & PAYNE INC COM 423452101 3,457 55,355 SH   SOLE   55,355 0 0
HEXCEL CORP NEW COM 428291108 255 7,500 SH   SOLE   7,500 0 0
INTEL CORP COM 458140100 3,619 149,342 SH   SOLE   149,342 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,699 8,889 SH   SOLE   8,889 0 0
ISHARES INC MSCI AUSTRALIA 464286103 246 10,913 SH   SOLE   10,913 0 0
ITC HLDGS CORP COM 465685105 1,378 15,094 SH   SOLE   15,094 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 5,331 96,691 SH   SOLE   96,691 0 0
JOHNSON & JOHNSON COM 478160104 1,165 13,565 SH   SOLE   13,565 0 0
KAYNE ANDERSON MLP INVSMNT C COM 486606106 7,901 203,151 SH   SOLE   203,151 0 0
KEYCORP NEW COM 493267108 139 12,596 SH   SOLE   12,596 0 0
KINDER MORGAN ENERGY PARTNER UT LTD PARTNER 494550106 2,381 27,877 SH   SOLE   27,877 0 0
KINDER MORGAN MANAGEMENT LLC SHS 49455U100 2,376 28,421 SH   SOLE   28,421 0 0
LOWES COS INC COM 548661107 4,505 110,139 SH   SOLE   110,139 0 0
MESABI TR CTF BEN INT 590672101 1,045 58,390 SH   SOLE   58,390 0 0
MICROSOFT CORP COM 594918104 1,453 42,050 SH   SOLE   42,050 0 0
NEXTERA ENERGY INC COM 65339F101 2,909 35,702 SH   SOLE   35,702 0 0
NOKIA CORP SPONSORED ADR 654902204 2,909 777,835 SH   SOLE   777,835 0 0
NORDIC AMERICAN TANKERS LIMI COM G65773106 2,109 278,640 SH   SOLE   278,640 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 2,653 29,734 SH   SOLE   29,734 0 0
ONEOK PARTNERS LP UNIT LTD PARTN 68268N103 2,325 46,952 SH   SOLE   46,952 0 0
PLUM CREEK TIMBER CO INC COM 729251108 5,546 118,838 SH   SOLE   118,838 0 0
PVR PARTNERS L P COM UNIT REPTG L 693665101 1,355 49,638 SH   SOLE   49,638 0 0
QUALCOMM INC COM 747525103 5,358 87,707 SH   SOLE   87,707 0 0
RLI CORP COM 749607107 305 3,993 SH   SOLE   3,993 0 0
RPM INTL INC COM 749685103 828 25,915 SH   SOLE   25,915 0 0
SIGMA ALDRICH CORP COM 826552101 5,019 62,406 SH   SOLE   62,406 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 1,460 31,437 SH   SOLE   31,437 0 0
TENNANT CO COM 880345103 1,684 34,883 SH   SOLE   34,883 0 0
TETRA TECH INC NEW COM 88162G103 778 33,100 SH   SOLE   33,100 0 0
TOWERSTREAM CORP COM 892000100 29 11,250 SH   SOLE   11,250 0 0
UNITED NAT FOODS INC COM 911163103 2,360 43,708 SH   SOLE   43,708 0 0
US BANCORP DEL COM NEW 902973304 3,282 90,787 SH   SOLE   90,787 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 468 5,990 SH   SOLE   5,990 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 410 6,071 SH   SOLE   6,071 0 0
VARIAN MED SYS INC COM 92220P105 2,527 37,463 SH   SOLE   37,463 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 5,094 101,198 SH   SOLE   101,198 0 0
VOLCANO CORPORATION COM 928645100 2,751 151,745 SH   SOLE   151,745 0 0
WALGREEN CO COM 931422109 5,800 131,215 SH   SOLE   131,215 0 0
WELLS FARGO & CO NEW COM 949746101 4,956 120,095 SH   SOLE   120,095 0 0
WHOLE FOODS MKT INC COM 966837106 413 8,020 SH   SOLE   8,020 0 0
XCEL ENERGY INC COM 98389B100 458 16,170 SH   SOLE   16,170 0 0