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 |
| Adobe Systems, Inc. | COM | 00724F101 | 24,277 | 532,850 | SH | SOLE | 532,850 | 0 | 0 | ||
| African Potash | COM | B4QYTJ5 | 53 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| Anadarko Petroleum | COM | 032511107 | 14,368 | 167,210 | SH | SOLE | 167,210 | 0 | 0 | ||
| Beacon Roofing Supply | COM | 073685109 | 27,280 | 720,170 | SH | SOLE | 720,170 | 0 | 0 | ||
| CSX Corp. | COM | 126408103 | 266 | 11,450 | SH | SOLE | 11,450 | 0 | 0 | ||
| Delta Air Lines,Inc. | COM | 247361702 | 294 | 15,700 | SH | SOLE | 15,700 | 0 | 0 | ||
| Ecolab Inc. | COM | 278865100 | 14,883 | 174,700 | SH | SOLE | 174,700 | 0 | 0 | ||
| Enersys | COM | 29275Y102 | 16,449 | 335,420 | SH | SOLE | 335,420 | 0 | 0 | ||
| Fastenal Co. | COM | 311900104 | 10,543 | 230,250 | SH | SOLE | 230,250 | 0 | 0 | ||
| Fiserv Inc. | COM | 337738108 | 17,611 | 201,475 | SH | SOLE | 201,475 | 0 | 0 | ||
| Ford Motor Co. | COM | 345370860 | 789 | 51,000 | SH | SOLE | 51,000 | 0 | 0 | ||
| General Electric Co | COM | 369604103 | 967 | 41,700 | SH | SOLE | 41,700 | 0 | 0 | ||
| Henry Schein Inc. | COM | 806407102 | 16,568 | 173,050 | SH | SOLE | 173,050 | 0 | 0 | ||
| Hovnanian Entr. | COM | 442487203 | 11,311 | 2,016,300 | SH | SOLE | 2,016,300 | 0 | 0 | ||
| Intel Corp | COM | 458140100 | 22,132 | 913,430 | SH | SOLE | 913,430 | 0 | 0 | ||
| Intuit, Inc. | COM | 461202103 | 18,065 | 295,950 | SH | SOLE | 295,950 | 0 | 0 | ||
| Linear Technology | COM | 535678106 | 22,594 | 613,295 | SH | SOLE | 613,295 | 0 | 0 | ||
| Mettler-Toledo Int'l | COM | 592688105 | 17,351 | 86,240 | SH | SOLE | 86,240 | 0 | 0 | ||
| Microsoft Corp. | COM | 594918104 | 915 | 26,500 | SH | SOLE | 26,500 | 0 | 0 | ||
| Paccar Inc. | COM | 693718108 | 21,805 | 406,350 | SH | SOLE | 406,350 | 0 | 0 | ||
| Petromanas Energy | COM | 71672A105 | 10 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Polypore Int'l Inc. | COM | 73179V103 | 18,772 | 465,800 | SH | SOLE | 465,800 | 0 | 0 | ||
| ProSh UltSht 20+ TYS | COM | 74347B201 | 5,329 | 73,570 | SH | SOLE | 73,570 | 0 | 0 | ||
| Quanta Services | COM | 74762E102 | 16,299 | 616,000 | SH | SOLE | 616,000 | 0 | 0 | ||
| Robert Half Int'l | COM | 770323103 | 19,457 | 585,525 | SH | SOLE | 585,525 | 0 | 0 | ||
| SM Energy Company | COM | 78454L100 | 22,558 | 376,100 | SH | SOLE | 376,100 | 0 | 0 | ||
| Schlumberger Ltd. | COM | 806857108 | 12,960 | 180,850 | SH | SOLE | 180,850 | 0 | 0 | ||
| Solera Holdings | COM | 83421A104 | 14,296 | 256,900 | SH | SOLE | 256,900 | 0 | 0 | ||
| Toll Brothers, Inc. | COM | 889478103 | 22,310 | 683,715 | SH | SOLE | 683,715 | 0 | 0 | ||
| Warren Resources | COM | 93564A100 | 280 | 109,900 | SH | SOLE | 109,900 | 0 | 0 | ||
| Waters Corporation | COM | 941848103 | 21,033 | 210,221 | SH | SOLE | 210,221 | 0 | 0 | ||
| Xylem Inc. | COM | 98419M100 | 17,309 | 642,500 | SH | SOLE | 642,500 | 0 | 0 | ||