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 1,669 11,900 SH   SOLE   11,900 0 0
ACE LIMITED COM H0023R105 3,727 36,000 SH   SOLE   36,000 0 0
AFFILIATED MANAGERS GROUP INC. COM 008252108 27,490 126,750 SH   SOLE   126,750 0 0
AIR PRODUCTS & CHEMICALS INC. COM 009158106 224 2,000 SH   SOLE   2,000 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 20,246 77,000 SH   SOLE   77,000 0 0
ALLSTATE CORP. COM 020002101 213 3,900 SH   SOLE   3,900 0 0
AMAZON.COM INC. COM 023135106 239 600 SH   SOLE   600 0 0
AMERICAN AIRLINES GROUP INC. COM 02376R102 10,931 432,900 SH   SOLE   432,900 0 0
AMERICAN EXPRESS CO. COM 025816109 599 6,600 SH   SOLE   6,600 0 0
AMERICAN INTL. GROUP INC. COM 026874784 16,101 315,400 SH   SOLE   315,400 0 0
AMERIPRISE FINANCIAL, INC. COM 03076C106 3,408 29,620 SH   SOLE   29,620 0 0
APTARGROUP, INC. COM 038336103 713 10,520 SH   SOLE   10,520 0 0
ATLANTIC PREMIUM BRANDS LTD. COM 04878p105 40 35,430 SH   SOLE   35,430 0 0
AUTOLIV INC. COM 052800109 643 7,000 SH   SOLE   7,000 0 0
BERKSHIRE HATHAWAY INC. CL. B COM 084670702 314 2,650 SH   SOLE   2,650 0 0
BOEING CO. COM 097023105 31,557 231,202 SH   SOLE   231,202 0 0
BORG WARNER INC. COM 099724106 42,005 751,292 SH   SOLE   751,292 0 0
BOSTON PROPERTIES, INC. COM 101121101 572 5,700 SH   SOLE   5,700 0 0
BUCKEYE PARTNERS LP COM 118230101 881 12,400 SH   SOLE   12,400 0 0
CALAMP CORP. COM 128126109 2,042 73,000 SH   SOLE   73,000 0 0
CBS CORP CLASS B COM 124857202 4,411 69,200 SH   SOLE   69,200 0 0
CHEVRON CORPORATION COM 166764100 912 7,300 SH   SOLE   7,300 0 0
CHICAGO BRIDGE & IRON CO. COM 167250109 31,676 381,000 SH   SOLE   381,000 0 0
CITIGROUP INC. NEW COM 172967424 244 4,680 SH   SOLE   4,680 0 0
COMCAST CORPORATION CLASS A NE COM 20030N101 3,087 59,400 SH   SOLE   59,400 0 0
CORNERSTONE ONDEMAND COM 21925y103 19,198 360,100 SH   SOLE   360,100 0 0
COSTCO WHOLESALE CORP. COM 22160K105 2,642 22,200 SH   SOLE   22,200 0 0
CVS CAREMARK CORPORATION COM 126650100 530 7,400 SH   SOLE   7,400 0 0
DU PONT E I DE NEMOURS COM 263534109 413 6,357 SH   SOLE   6,357 0 0
EATON CORPORATION PLC COM G29183103 5,574 73,228 SH   SOLE   73,228 0 0
ENTERPRISE PRODUCTS PARTNERS COM 293792107 277 4,180 SH   SOLE   4,180 0 0
ENVESTNET, INC. COM 29404K106 1,471 36,500 SH   SOLE   36,500 0 0
EXXON MOBIL CORPORATION COM 30231G102 1,271 12,562 SH   SOLE   12,562 0 0
FACEBOOK INC. CL A COM 30303M102 24,576 449,700 SH   SOLE   449,700 0 0
FEDEX CORPORATION COM 31428X106 19,173 133,361 SH   SOLE   133,361 0 0
FISERV INC. COM 337738108 10,251 173,600 SH   SOLE   173,600 0 0
FLUOR CORP. COM 343412102 257 3,200 SH   SOLE   3,200 0 0
FMC TECHNOLOGIES COM 30249U101 3,467 66,400 SH   SOLE   66,400 0 0
GENERAL ELECTRIC CO. COM 369604103 297 10,610 SH   SOLE   10,610 0 0
GILEAD SCIENCES COM 375558103 25,361 337,700 SH   SOLE   337,700 0 0
GOLDMAN SACHS GROUP INC. COM 38141G104 514 2,900 SH   SOLE   2,900 0 0
GOOGLE, INC. COM 38259P508 34,188 30,506 SH   SOLE   30,506 0 0
GROUPON, INC. CL. A COM 399473107 118 10,000 SH   SOLE   10,000 0 0
HALLIBURTON COMPANY COM 406216101 254 5,000 SH   SOLE   5,000 0 0
HARLEY DAVIDSON INC. COM 412822108 512 7,400 SH   SOLE   7,400 0 0
HARMAN INTL. INDUSTRIES INC. COM 413086109 1,899 23,200 SH   SOLE   23,200 0 0
HOME DEPOT INC. COM 437076102 593 7,200 SH   SOLE   7,200 0 0
JOHNSON & JOHNSON INC. COM 478160104 444 4,850 SH   SOLE   4,850 0 0
JPMORGAN CHASE & COMPANY COM 46625H100 556 9,502 SH   SOLE   9,502 0 0
LOWES COMPANIES INC. COM 548661107 396 8,000 SH   SOLE   8,000 0 0
MACQUARIE INFRASTRUCTURE COM 55608B105 664 12,200 SH   SOLE   12,200 0 0
MACY'S COM 55616P104 320 6,000 SH   SOLE   6,000 0 0
MARKWEST ENERGY PARTNERS LP COM 570759100 260 3,925 SH   SOLE   3,925 0 0
MASTERCARD INC. COM 57636Q104 41,084 49,175 SH   SOLE   49,175 0 0
MB FINANCIAL INC. COM 55264U108 557 17,378 SH   SOLE   17,378 0 0
MIDDLEBY CORPORATION COM 596278101 36,160 150,842 SH   SOLE   150,842 0 0
MIMEDX GROUP INC COM 602496101 1,180 135,000 SH   SOLE   135,000 0 0
NESTLE S A ADR COM 641069406 323 4,400 SH   SOLE   4,400 0 0
NEUSTAR INC. COM 64126X201 748 15,000 SH   SOLE   15,000 0 0
NEXTERA ENERGY, INC. COM 65339F101 497 5,800 SH   SOLE   5,800 0 0
NOBLE ROMAN COM 655107100 116 60,000 SH   SOLE   60,000 0 0
NORTHERN TECHNOLOGIES INTL COR COM 665809109 464 25,000 SH   SOLE   25,000 0 0
NUMEREX CORP COM 67053A102 2,758 213,000 SH   SOLE   213,000 0 0
OIL-DRI CORPORATION OF AMERICA COM 677864100 577 15,250 SH   SOLE   15,250 0 0
PACCAR, INC. COM 693718108 355 6,000 SH   SOLE   6,000 0 0
PARKER HANNIFIN CORP. COM 701094104 5,573 43,324 SH   SOLE   43,324 0 0
PLAINS ALL AMERICAN PIPELINE L COM 726503105 223 4,310 SH   SOLE   4,310 0 0
PPG INDUSTRIES COM 693506107 3,329 17,550 SH   SOLE   17,550 0 0
PRAXAIR, INC. COM 74005P104 11,077 85,185 SH   SOLE   85,185 0 0
QUALCOMM INC. COM 747525103 8,301 111,800 SH   SOLE   111,800 0 0
SBA COMMUNICATIONS CORP. COM 78388j106 8,768 97,600 SH   SOLE   97,600 0 0
SCHLUMBERGER, LTD. COM 806857108 216 2,400 SH   SOLE   2,400 0 0
SIGNATURE BANK COM 82669G104 483 4,500 SH   SOLE   4,500 0 0
SIRIUS XM HLDGS. INC. COM 82968B103 611 175,000 SH   SOLE   175,000 0 0
STARBUCKS CORPORATION COM 855244109 282 3,600 SH   SOLE   3,600 0 0
STARWOOD HOTELS & RESORTS COM 85590A401 3,067 38,600 SH   SOLE   38,600 0 0
STERICYCLE INC. COM 858912108 999 8,600 SH   SOLE   8,600 0 0
STRATASYS LTD COM M85548101 47,024 349,100 SH   SOLE   349,100 0 0
TAYLOR CAPITAL GROUP COM 876851106 802 30,186 SH   SOLE   30,186 0 0
TENNANT COMPANY COM 880345103 3,513 51,800 SH   SOLE   51,800 0 0
THERMO FISHER SCIENTIFIC INC. COM 883556102 16,090 144,500 SH   SOLE   144,500 0 0
TOYOTA MOTOR CORP. ADR COM 892331307 7,010 57,500 SH   SOLE   57,500 0 0
UNION PACIFIC CORP. COM 907818108 10,013 59,600 SH   SOLE   59,600 0 0
UNITED PARCEL SERVICE INC. CL. COM 911312106 2,301 21,900 SH   SOLE   21,900 0 0
UNITED TECHNOLOGIES CORP. COM 913017109 8,507 74,750 SH   SOLE   74,750 0 0
V F CORPORATION COM 918204108 6,422 103,016 SH   SOLE   103,016 0 0
VERISIGN, INC. COM 92343E102 956 16,000 SH   SOLE   16,000 0 0
VISA COM 92826c839 334 1,500 SH   SOLE   1,500 0 0
WABTEC COM 929740108 2,971 40,000 SH   SOLE   40,000 0 0
WALGREEN CO. COM 931422109 2,217 38,600 SH   SOLE   38,600 0 0
WALT DISNEY CO. (HOLDING CO.) COM 254687106 298 3,900 SH   SOLE   3,900 0 0
WATERS CORP. COM 941848103 290 2,900 SH   SOLE   2,900 0 0
WHOLE FOOD MARKET INC. COM 966837106 1,180 20,400 SH   SOLE   20,400 0 0