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
African Potash COM B4QYTJ5 144 2,500,000 SH   SOLE   2,500,000 0 0
Aon plc COM G0408V102 30,119 334,325 SH   SOLE   334,325 0 0
Beacon Roofing Supply COM 073685109 24,151 729,190 SH   SOLE   729,190 0 0
Broadsoft, Inc. COM 11133B409 1,034 39,200 SH   SOLE   39,200 0 0
CSX Corp. COM 126408103 24,225 786,275 SH   SOLE   786,275 0 0
Ecolab Inc. COM 278865100 19,351 173,800 SH   SOLE   173,800 0 0
Enersys COM 29275Y102 12,317 179,045 SH   SOLE   179,045 0 0
Fastenal Co. COM 311900104 23,862 482,150 SH   SOLE   482,150 0 0
Fiserv Inc. COM 337738108 22,701 376,350 SH   SOLE   376,350 0 0
General Electric Co COM 369604103 1,096 41,700 SH   SOLE   41,700 0 0
Hovnanian Entr. COM 442487203 10,310 2,002,000 SH   SOLE   2,002,000 0 0
Intel Corp COM 458140100 28,669 927,800 SH   SOLE   927,800 0 0
Intrexon Corp. COM 46122T102 406 16,150 SH   SOLE   16,150 0 0
Intuit, Inc. COM 461202103 23,114 287,020 SH   SOLE   287,020 0 0
Knight Transportation COM 499064103 17,050 717,300 SH   SOLE   717,300 0 0
Linear Technology COM 535678106 29,841 633,965 SH   SOLE   633,965 0 0
Mettler-Toledo Int'l COM 592688105 21,403 84,535 SH   SOLE   84,535 0 0
Paccar Inc. COM 693718108 26,040 414,450 SH   SOLE   414,450 0 0
Quanta Services COM 74762E102 25,704 743,325 SH   SOLE   743,325 0 0
Robert Half Int'l COM 770323103 28,196 590,625 SH   SOLE   590,625 0 0
SM Energy Company COM 78454L100 22,947 272,850 SH   SOLE   272,850 0 0
Solera Holdings COM 83421A104 19,588 291,700 SH   SOLE   291,700 0 0
Toll Brothers, Inc. COM 889478103 26,488 717,840 SH   SOLE   717,840 0 0
USG Corp COM 903293405 21,645 718,400 SH   SOLE   718,400 0 0
Warren Resources COM 93564A100 673 108,600 SH   SOLE   108,600 0 0
Waters Corporation COM 941848103 22,232 212,871 SH   SOLE   212,871 0 0
Xylem Inc. COM 98419M100 13,205 337,900 SH   SOLE   337,900 0 0