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 |
| ABM Industries | COM | 000957100 | 7,390 | 257,950 | SH | SOLE | 257,950 | 0 | 0 | ||
| Aon plc | COM | G0408V102 | 30,817 | 324,975 | SH | SOLE | 324,975 | 0 | 0 | ||
| Beacon Roofing Supply | COM | 073685109 | 22,241 | 800,040 | SH | SOLE | 800,040 | 0 | 0 | ||
| Broadsoft, Inc. | COM | 11133B409 | 2,217 | 76,400 | SH | SOLE | 76,400 | 0 | 0 | ||
| CSX Corp. | COM | 126408103 | 21,541 | 594,575 | SH | SOLE | 594,575 | 0 | 0 | ||
| Ecolab Inc. | COM | 278865100 | 17,633 | 168,700 | SH | SOLE | 168,700 | 0 | 0 | ||
| Enersys | COM | 29275Y102 | 19,383 | 314,045 | SH | SOLE | 314,045 | 0 | 0 | ||
| Fastenal Co. | COM | 311900104 | 22,372 | 470,400 | SH | SOLE | 470,400 | 0 | 0 | ||
| Fiserv Inc. | COM | 337738108 | 25,198 | 355,050 | SH | SOLE | 355,050 | 0 | 0 | ||
| General Electric Co | COM | 369604103 | 1,054 | 41,700 | SH | SOLE | 41,700 | 0 | 0 | ||
| Hovnanian Entr. | COM | 442487203 | 8,268 | 2,002,000 | SH | SOLE | 2,002,000 | 0 | 0 | ||
| Intel Corp | COM | 458140100 | 24,561 | 676,800 | SH | SOLE | 676,800 | 0 | 0 | ||
| Intuit, Inc. | COM | 461202103 | 17,776 | 192,820 | SH | SOLE | 192,820 | 0 | 0 | ||
| Knight Transportation | COM | 499064103 | 29,382 | 872,900 | SH | SOLE | 872,900 | 0 | 0 | ||
| Linear Technology | COM | 535678106 | 28,380 | 622,365 | SH | SOLE | 622,365 | 0 | 0 | ||
| MetLife, Inc. | COM | 59156R108 | 19,648 | 363,250 | SH | SOLE | 363,250 | 0 | 0 | ||
| Mettler-Toledo Int'l | COM | 592688105 | 24,555 | 81,185 | SH | SOLE | 81,185 | 0 | 0 | ||
| NexGen Energy Ltd. | COM | 65340P106 | 82 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| Paccar Inc. | COM | 693718108 | 27,456 | 403,700 | SH | SOLE | 403,700 | 0 | 0 | ||
| Quanta Services | COM | 74762E102 | 20,612 | 726,025 | SH | SOLE | 726,025 | 0 | 0 | ||
| Robert Half Int'l | COM | 770323103 | 24,320 | 416,575 | SH | SOLE | 416,575 | 0 | 0 | ||
| SM Energy Company | COM | 78454L100 | 8,628 | 223,647 | SH | SOLE | 223,647 | 0 | 0 | ||
| Toll Brothers, Inc. | COM | 889478103 | 23,903 | 697,490 | SH | SOLE | 697,490 | 0 | 0 | ||
| USG Corp | COM | 903293405 | 27,047 | 966,300 | SH | SOLE | 966,300 | 0 | 0 | ||
| Waters Corporation | COM | 941848103 | 22,293 | 197,771 | SH | SOLE | 197,771 | 0 | 0 | ||
| Watsco, Inc. | COM | 942622200 | 235 | 2,200 | SH | SOLE | 2,200 | 0 | 0 | ||
| Xylem Inc. | COM | 98419M100 | 20,289 | 532,950 | SH | SOLE | 532,950 | 0 | 0 | ||