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 2,665 19,005 SH   SOLE   19,005 0 0
ABBOTT LABS COM 002824100 3,972 103,615 SH   SOLE   103,615 0 0
ABBVIE INC COM 00287y109 7,271 137,691 SH   SOLE   137,691 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,539 36,415 SH   SOLE   36,415 0 0
ANTARES PHARMA INC COM 036642106 112 25,000 SH   SOLE   25,000 0 0
APPLE INC COM 037833100 8,226 14,663 SH   SOLE   14,663 0 0
AZZ INC COM 002474104 5,339 109,269 SH   SOLE   109,269 0 0
B/E AEROSPACE INC COM 073302101 2,730 31,370 SH   SOLE   31,370 0 0
BAKER HUGHES INC COM 057224107 294 5,325 SH   SOLE   5,325 0 0
BECTON DICKINSON & CO COM 075887109 6,573 59,492 SH   SOLE   59,492 0 0
BED BATH & BEYOND INC COM 075896100 2,793 34,785 SH   SOLE   34,785 0 0
BOEING CO COM 097023105 783 5,736 SH   SOLE   5,736 0 0
BREITBURN ENERGY PARTNERS LP COM UT LTD PTN 106776107 6,508 319,957 SH   SOLE   319,957 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 345 4,865 SH   SOLE   4,865 0 0
CAMPBELL SOUP CO COM 134429109 205 4,748 SH   SOLE   4,748 0 0
CAPSTEAD MTG CORP COM NO PAR 14067E506 207 17,165 SH   SOLE   17,165 0 0
CHEVRON CORP NEW COM 166764100 460 3,685 SH   SOLE   3,685 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 267 3,210 SH   SOLE   3,210 0 0
CISCO SYS INC COM 17275R102 1,359 60,577 SH   SOLE   60,577 0 0
CLEAN ENERGY FUELS CORP COM 184499101 493 38,250 SH   SOLE   38,250 0 0
CLEAN HARBORS INC COM 184496107 2,148 35,822 SH   SOLE   35,822 0 0
COLGATE PALMOLIVE CO COM 194162103 626 9,604 SH   SOLE   9,604 0 0
COMPUTER PROGRAMS & SYS INC COM 205306103 3,236 52,350 SH   SOLE   52,350 0 0
CONOCOPHILLIPS COM 20825C104 4,495 63,620 SH   SOLE   63,620 0 0
CONSOLIDATED EDISON INC COM 209115104 346 6,255 SH   SOLE   6,255 0 0
CORNING INC COM 219350105 4,713 264,480 SH   SOLE   264,480 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,702 14,300 SH   SOLE   14,300 0 0
CUMMINS INC COM 231021106 512 3,635 SH   SOLE   3,635 0 0
DELUXE CORP COM 248019101 4,758 91,175 SH   SOLE   91,175 0 0
DOMINION RES INC VA NEW COM 25746u109 806 12,464 SH   SOLE   12,464 0 0
DONALDSON INC COM 257651109 7,270 167,273 SH   SOLE   167,273 0 0
E M C CORP MASS COM 268648102 7,736 307,579 SH   SOLE   307,579 0 0
EATON CORP PLC SHS g29183103 1,063 13,969 SH   SOLE   13,969 0 0
EGA EMERGING GLOBAL SHS TR EGS EMKTCONS ETF 268461779 305 11,365 SH   SOLE   11,365 0 0
ENBRIDGE ENERGY MANAGEMENT L SHS UNITS LLI 29250x103 359 12,516 SH   SOLE   12,516 0 0
EXXON MOBIL CORP COM 30231G102 657 6,495 SH   SOLE   6,495 0 0
FIRST SOLAR INC COM 336433107 487 8,915 SH   SOLE   8,915 0 0
FLY LEASING LTD SPONSORED ADR 34407D109 9,264 576,482 SH   SOLE   576,482 0 0
GENERAL ELECTRIC CO COM 369604103 4,640 165,530 SH   SOLE   165,530 0 0
GOOGLE INC CL A 38259p508 1,441 1,286 SH   SOLE   1,286 0 0
HARMAN INTL INDS INC COM 413086109 574 7,015 SH   SOLE   7,015 0 0
HCP INC COM 40414l109 3,774 103,910 SH   SOLE   103,910 0 0
HEALTHCARE SVCS GRP INC COM 421906108 4,099 144,470 SH   SOLE   144,470 0 0
HELMERICH & PAYNE INC COM 423452101 4,459 53,030 SH   SOLE   53,030 0 0
HEXCEL CORP NEW COM 428291108 291 6,505 SH   SOLE   6,505 0 0
INTEL CORP COM 458140100 3,852 148,398 SH   SOLE   148,398 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 947 5,049 SH   SOLE   5,049 0 0
INTUITIVE SURGICAL INC COM NEW 46120e602 211 550 SH   SOLE   550 0 0
ISHARES MSCI AUST ETF 464286103 276 11,343 SH   SOLE   11,343 0 0
ITC HLDGS CORP COM 465685105 1,481 15,454 SH   SOLE   15,454 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 5,799 92,055 SH   SOLE   92,055 0 0
JOHNSON & JOHNSON COM 478160104 1,241 13,550 SH   SOLE   13,550 0 0
K12 INC COM 48273u102 232 10,650 SH   SOLE   10,650 0 0
KAYNE ANDERSON MLP INVT CO COM 486606106 8,223 206,341 SH   SOLE   206,341 0 0
KEYCORP NEW COM 493267108 169 12,596 SH   SOLE   12,596 0 0
KINDER MORGAN ENERGY PARTNER UT LTD PARTNER 494550106 2,297 28,482 SH   SOLE   28,482 0 0
KINDER MORGAN MANAGEMENT LLC SHS 49455u100 3,413 45,111 SH   SOLE   45,111 0 0
LOWES COS INC COM 548661107 4,907 99,039 SH   SOLE   99,039 0 0
MESABI TR CTF BEN INT 590672101 4,789 215,145 SH   SOLE   215,145 0 0
MICROSOFT CORP COM 594918104 1,509 40,344 SH   SOLE   40,344 0 0
NEWELL RUBBERMAID INC COM 651229106 436 13,450 SH   SOLE   13,450 0 0
NEXTERA ENERGY INC COM 65339F101 3,048 35,601 SH   SOLE   35,601 0 0
NOKIA CORP SPONSORED ADR 654902204 316 38,950 SH   SOLE   38,950 0 0
NORDIC AMERICAN TANKERS LIMI COM G65773106 2,702 278,600 SH   SOLE   278,600 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 2,849 29,955 SH   SOLE   29,955 0 0
ONEOK PARTNERS LP UNIT LTD PARTN 68268n103 2,579 48,983 SH   SOLE   48,983 0 0
PLUM CREEK TIMBER CO INC COM 729251108 6,644 142,848 SH   SOLE   142,848 0 0
PVR PARTNERS L P COM UNIT REPTG L 693665101 1,238 46,148 SH   SOLE   46,148 0 0
QUALCOMM INC COM 747525103 6,580 88,622 SH   SOLE   88,622 0 0
RLI CORP COM 749607107 386 3,963 SH   SOLE   3,963 0 0
RPM INTL INC COM 749685103 959 23,096 SH   SOLE   23,096 0 0
SIGMA ALDRICH CORP COM 826552101 5,803 61,731 SH   SOLE   61,731 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 1,509 32,182 SH   SOLE   32,182 0 0
TENNANT CO COM 880345103 2,512 37,040 SH   SOLE   37,040 0 0
TETRA TECH INC NEW COM 88162G103 1,482 52,955 SH   SOLE   52,955 0 0
TOWERSTREAM CORP COM 892000100 33 11,250 SH   SOLE   11,250 0 0
UNITED NAT FOODS INC COM 911163103 3,261 43,258 SH   SOLE   43,258 0 0
US BANCORP DEL COM NEW 902973304 3,668 90,787 SH   SOLE   90,787 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 557 5,990 SH   SOLE   5,990 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 464 6,071 SH   SOLE   6,071 0 0
VARIAN MED SYS INC COM 92220P105 2,488 32,023 SH   SOLE   32,023 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 4,894 99,602 SH   SOLE   99,602 0 0
VOLCANO CORPORATION COM 928645100 1,013 46,345 SH   SOLE   46,345 0 0
WALGREEN CO COM 931422109 6,894 120,015 SH   SOLE   120,015 0 0
WATERS CORP COM 941848103 210 2,100 SH   SOLE   2,100 0 0
WELLS FARGO & CO NEW COM 949746101 5,221 115,010 SH   SOLE   115,010 0 0
WHOLE FOODS MKT INC COM 966837106 360 6,220 SH   SOLE   6,220 0 0
XCEL ENERGY INC COM 98389b100 421 15,070 SH   SOLE   15,070 0 0