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 | 23,813 | 397,685 | SH | SOLE | 397,685 | 0 | 0 | ||
| African Potash | COM | B4QYTJ5 | 193 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| Anadarko Petroleum | COM | 032511107 | 9,582 | 120,800 | SH | SOLE | 120,800 | 0 | 0 | ||
| Aon plc | COM | G0408V102 | 28,080 | 334,725 | SH | SOLE | 334,725 | 0 | 0 | ||
| Beacon Roofing Supply | COM | 073685109 | 29,689 | 737,070 | SH | SOLE | 737,070 | 0 | 0 | ||
| CSX Corp. | COM | 126408103 | 21,387 | 743,375 | SH | SOLE | 743,375 | 0 | 0 | ||
| Delta Air Lines,Inc. | COM | 247361702 | 293 | 10,650 | SH | SOLE | 10,650 | 0 | 0 | ||
| Ecolab Inc. | COM | 278865100 | 18,237 | 174,900 | SH | SOLE | 174,900 | 0 | 0 | ||
| Enersys | COM | 29275Y102 | 18,752 | 267,545 | SH | SOLE | 267,545 | 0 | 0 | ||
| Fastenal Co. | COM | 311900104 | 13,571 | 285,650 | SH | SOLE | 285,650 | 0 | 0 | ||
| Fiserv Inc. | COM | 337738108 | 22,359 | 378,650 | SH | SOLE | 378,650 | 0 | 0 | ||
| Ford Motor Co. | COM | 345370860 | 633 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||
| General Electric Co | COM | 369604103 | 1,169 | 41,700 | SH | SOLE | 41,700 | 0 | 0 | ||
| Hovnanian Entr. | COM | 442487203 | 13,349 | 2,016,500 | SH | SOLE | 2,016,500 | 0 | 0 | ||
| Intel Corp | COM | 458140100 | 23,432 | 902,800 | SH | SOLE | 902,800 | 0 | 0 | ||
| Intuit, Inc. | COM | 461202103 | 21,961 | 287,750 | SH | SOLE | 287,750 | 0 | 0 | ||
| Linear Technology | COM | 535678106 | 28,774 | 631,695 | SH | SOLE | 631,695 | 0 | 0 | ||
| Mettler-Toledo Int'l | COM | 592688105 | 20,920 | 86,235 | SH | SOLE | 86,235 | 0 | 0 | ||
| Paccar Inc. | COM | 693718108 | 24,517 | 414,350 | SH | SOLE | 414,350 | 0 | 0 | ||
| Polypore Int'l Inc. | COM | 73179V103 | 19,804 | 509,100 | SH | SOLE | 509,100 | 0 | 0 | ||
| ProSh UltSht 20+ TYS | COM | 74347B201 | 1,354 | 17,100 | SH | SOLE | 17,100 | 0 | 0 | ||
| Quanta Services | COM | 74762E102 | 23,394 | 741,250 | SH | SOLE | 741,250 | 0 | 0 | ||
| RigNet, Inc. | COM | 766582100 | 15,911 | 331,953 | SH | SOLE | 331,953 | 0 | 0 | ||
| Robert Half Int'l | COM | 770323103 | 24,939 | 593,925 | SH | SOLE | 593,925 | 0 | 0 | ||
| SM Energy Company | COM | 78454L100 | 22,918 | 275,750 | SH | SOLE | 275,750 | 0 | 0 | ||
| Schlumberger Ltd. | COM | 806857108 | 16,855 | 187,050 | SH | SOLE | 187,050 | 0 | 0 | ||
| Solera Holdings | COM | 83421A104 | 21,129 | 298,600 | SH | SOLE | 298,600 | 0 | 0 | ||
| Toll Brothers, Inc. | COM | 889478103 | 26,555 | 717,715 | SH | SOLE | 717,715 | 0 | 0 | ||
| USG Corp | COM | 903293405 | 216 | 7,600 | SH | SOLE | 7,600 | 0 | 0 | ||
| Warren Resources | COM | 93564A100 | 344 | 109,700 | SH | SOLE | 109,700 | 0 | 0 | ||
| Waters Corporation | COM | 941848103 | 21,237 | 212,371 | SH | SOLE | 212,371 | 0 | 0 | ||