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
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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
Hologic Inc., 2.00%, due 12/15/37 CONVERTIBLE 436440AA9 1,003 1,000,000 PRN   SOLE   1,003 0 0
Accenture PLC COMMON STOCK G1151C101 11,873 165,000 SH   SOLE   11,873 0 0
Adobe Systems Inc. COMMON STOCK 00724F101 5,923 130,000 SH   SOLE   5,923 0 0
ADT Corp. COMMON STOCK 00101J106 5,978 150,000 SH   SOLE   5,978 0 0
AGL Resources Inc. COMMON STOCK 001204106 78,373 1,828,590 SH   SOLE   78,373 0 0
Altera Corp. COMMON STOCK 021441100 13,031 395,000 SH   SOLE   13,031 0 0
Apple Inc. COMMON STOCK 037833100 247,550 625,000 SH   SOLE   247,550 0 0
Applied Materials COMMON STOCK 038222105 312,366 20,950,107 SH   SOLE   312,366 0 0
Autodesk Inc. COMMON STOCK 052769106 27,339 805,500 SH   SOLE   27,339 0 0
Blount International COMMON STOCK 095180105 23,304 1,971,540 SH   SOLE   23,304 0 0
C.H. Robinson Inc. COMMON STOCK 12541W209 318,715 5,660,000 SH   SOLE   318,715 0 0
Calgon Carbon Corp. COMMON STOCK 129603106 32,818 1,967,503 SH   SOLE   32,818 0 0
Cameron Int'l Corp. COMMON STOCK 13342B105 245 4,000 SH   SOLE   245 0 0
Capital One Fin Corp COMMON STOCK 14040H105 43,339 690,000 SH   SOLE   43,339 0 0
Cardinal Health Inc. COMMON STOCK 14149Y108 11,116 235,500 SH   SOLE   11,116 0 0
Ceragon Networks Ltd COMMON STOCK M22013102 8,525 2,714,911 SH   SOLE   8,525 0 0
Charles Schwab Corp. COMMON STOCK 808513105 161,348 7,600,000 SH   SOLE   161,348 0 0
Check Point Software COMMON STOCK M22465104 3,478 70,000 SH   SOLE   3,478 0 0
Checkpoint Systems I COMMON STOCK 162825103 21,406 1,508,496 SH   SOLE   21,406 0 0
Ciena Corp. COMMON STOCK 171779309 69,943 3,601,572 SH   SOLE   69,943 0 0
Cigna Corp. COMMON STOCK 125509109 19,210 265,000 SH   SOLE   19,210 0 0
Cisco Systems Inc. COMMON STOCK 17275R102 5,591 230,000 SH   SOLE   5,591 0 0
Citrix Systems Inc. COMMON STOCK 177376100 6,727 111,500 SH   SOLE   6,727 0 0
Coach Inc. COMMON STOCK 189754104 20,724 363,000 SH   SOLE   20,724 0 0
Compass Minerals COMMON STOCK 20451N101 175,191 2,072,536 SH   SOLE   175,191 0 0
Compuware Corp. COMMON STOCK 205638109 5,913 571,289 SH   SOLE   5,913 0 0
Concho Resources Inc COMMON STOCK 20605P101 3,177 37,950 SH   SOLE   3,177 0 0
Corning Inc. COMMON STOCK 219350105 19,424 1,365,000 SH   SOLE   19,424 0 0
CVS Caremark Corp. COMMON STOCK 126650100 180,117 3,150,000 SH   SOLE   180,117 0 0
DENTSPLY Intl Inc. COMMON STOCK 249030107 4,145 101,200 SH   SOLE   4,145 0 0
DR Horton Inc. COMMON STOCK 23331A109 10,640 500,000 SH   SOLE   10,640 0 0
Ecolab Inc. COMMON STOCK 278865100 1,789 21,000 SH   SOLE   1,789 0 0
Energen Corp. COMMON STOCK 29265N108 120,590 2,307,500 SH   SOLE   120,590 0 0
Energy XXI (Bermuda) COMMON STOCK G10082140 17,884 806,294 SH   SOLE   17,884 0 0
Equifax Inc. COMMON STOCK 294429105 3,830 65,000 SH   SOLE   3,830 0 0
Expeditors Intl Inc. COMMON STOCK 302130109 204,988 5,393,000 SH   SOLE   204,988 0 0
Express Scripts Hldg COMMON STOCK 30219G108 10,487 170,000 SH   SOLE   10,487 0 0
EZchip Semiconductor COMMON STOCK M4146Y108 41,042 1,520,646 SH   SOLE   41,042 0 0
FedEx Corp. COMMON STOCK 31428X106 5,915 60,000 SH   SOLE   5,915 0 0
Finisar Corp. COMMON STOCK 31787A507 55,962 3,301,593 SH   SOLE   55,962 0 0
First American Fincl COMMON STOCK 31847R102 26,463 1,200,703 SH   SOLE   26,463 0 0
First Horizon Ntl. COMMON STOCK 320517105 51,427 4,591,685 SH   SOLE   51,427 0 0
Fiserv Inc. COMMON STOCK 337738108 3,496 40,000 SH   SOLE   3,496 0 0
Gentex Corp. COMMON STOCK 371901109 25,874 1,122,511 SH   SOLE   25,874 0 0
Gilead Sciences Inc. COMMON STOCK 375558103 133,146 2,600,000 SH   SOLE   133,146 0 0
Google Inc. COMMON STOCK 38259P508 161,988 184,000 SH   SOLE   161,988 0 0
Harman International COMMON STOCK 413086109 11,268 207,902 SH   SOLE   11,268 0 0
Harmonic Inc. COMMON STOCK 413160102 27,655 4,355,085 SH   SOLE   27,655 0 0
Insperity Inc. COMMON STOCK 45778Q107 39,063 1,289,214 SH   SOLE   39,063 0 0
Intel Corp. COMMON STOCK 458140100 25,552 1,055,000 SH   SOLE   25,552 0 0
InterMune Inc. COMMON STOCK 45884X103 20,470 2,127,895 SH   SOLE   20,470 0 0
Intrepid Potash Inc. COMMON STOCK 46121Y102 23,287 1,222,393 SH   SOLE   23,287 0 0
Intuit Inc. COMMON STOCK 461202103 34,146 559,500 SH   SOLE   34,146 0 0
Iron Mountain Inc. COMMON STOCK 462846106 189,723 7,129,745 SH   SOLE   189,723 0 0
Lam Research Corp. COMMON STOCK 512807108 7,760 175,000 SH   SOLE   7,760 0 0
Lowes Cos. Inc. COMMON STOCK 548661107 5,317 130,000 SH   SOLE   5,317 0 0
MasterCard Inc. COMMON STOCK 57636Q104 157,988 275,000 SH   SOLE   157,988 0 0
McCormick & Co. COMMON STOCK 579780206 118,320 1,681,638 SH   SOLE   118,320 0 0
MDU Resources Group COMMON STOCK 552690109 198,116 7,646,303 SH   SOLE   198,116 0 0
MICROS Systems Inc. COMMON STOCK 594901100 25,788 597,645 SH   SOLE   25,788 0 0
Microsoft Corp. COMMON STOCK 594918104 3,453 100,000 SH   SOLE   3,453 0 0
Mondelez Int'l Inc. COMMON STOCK 609207105 218,996 7,676,000 SH   SOLE   218,996 0 0
Motorola Solutions COMMON STOCK 620076307 135,733 2,351,174 SH   SOLE   135,733 0 0
MRC Global Inc. COMMON STOCK 55345K103 6,215 225,000 SH   SOLE   6,215 0 0
Nat'l Oilwell Varco COMMON STOCK 637071101 194,504 2,822,991 SH   SOLE   194,504 0 0
Noble Corp. COMMON STOCK H5833N103 4,810 128,000 SH   SOLE   4,810 0 0
Nordstrom Inc. COMMON STOCK 655664100 3,506 58,500 SH   SOLE   3,506 0 0
Northwest NaturalGas COMMON STOCK 667655104 70,814 1,667,000 SH   SOLE   70,814 0 0
Novartis AG (ADR) COMMON STOCK 66987V109 143,895 2,035,000 SH   SOLE   143,895 0 0
Patterson Companies COMMON STOCK 703395103 124,685 3,316,090 SH   SOLE   124,685 0 0
Paychex Inc. COMMON STOCK 704326107 130,650 3,577,500 SH   SOLE   130,650 0 0
Pentair Ltd. COMMON STOCK H6169Q108 190,623 3,304,257 SH   SOLE   190,623 0 0
PepsiCo Inc. COMMON STOCK 713448108 202,430 2,475,000 SH   SOLE   202,430 0 0
Pinnacle Financial COMMON STOCK 72346Q104 10,800 420,088 SH   SOLE   10,800 0 0
PMC-Sierra Inc. COMMON STOCK 69344F106 20,425 3,216,519 SH   SOLE   20,425 0 0
Praxair Inc. COMMON STOCK 74005P104 115,160 1,000,000 SH   SOLE   115,160 0 0
Procter & Gamble Co. COMMON STOCK 742718109 267,925 3,480,000 SH   SOLE   267,925 0 0
PulteGroup Inc. COMMON STOCK 745867101 32,707 1,724,144 SH   SOLE   32,707 0 0
QUALCOMM Inc. COMMON STOCK 747525103 145,981 2,390,000 SH   SOLE   145,981 0 0
Questar Corp. COMMON STOCK 748356102 213,350 8,945,497 SH   SOLE   213,350 0 0
Regal-Beloit Corp. COMMON STOCK 758750103 18,350 283,000 SH   SOLE   18,350 0 0
Riverbed Technology COMMON STOCK 768573107 69,951 4,495,535 SH   SOLE   69,951 0 0
Salix Pharm. Ltd. COMMON STOCK 795435106 10,472 158,301 SH   SOLE   10,472 0 0
Scripps Networks COMMON STOCK 811065101 2,403 36,000 SH   SOLE   2,403 0 0
SEI Investments Co. COMMON STOCK 784117103 4,265 150,000 SH   SOLE   4,265 0 0
Shaw Communications COMMON STOCK 82028K200 165,038 6,868,018 SH   SOLE   165,038 0 0
Simpson Manufact Co. COMMON STOCK 829073105 5,884 200,000 SH   SOLE   5,884 0 0
Spectra Energy Corp. COMMON STOCK 847560109 160,861 4,668,041 SH   SOLE   160,861 0 0
Synopsys Inc. COMMON STOCK 871607107 5,094 142,500 SH   SOLE   5,094 0 0
Sysco Corp. COMMON STOCK 871829107 164,702 4,821,500 SH   SOLE   164,702 0 0
Target Corp. COMMON STOCK 87612E106 161,821 2,350,000 SH   SOLE   161,821 0 0
TCF Financial Corp. COMMON STOCK 872275102 34,747 2,450,394 SH   SOLE   34,747 0 0
Teleflex Inc. COMMON STOCK 879369106 128,440 1,657,500 SH   SOLE   128,440 0 0
Teradata Corp. COMMON STOCK 88076W103 4,018 80,000 SH   SOLE   4,018 0 0
Thomson Reuters Corp COMMON STOCK 884903105 188,906 5,800,000 SH   SOLE   188,906 0 0
Toll Brothers Inc. COMMON STOCK 889478103 17,899 548,549 SH   SOLE   17,899 0 0
United Parcel Svc COMMON STOCK 911312106 134,044 1,550,000 SH   SOLE   134,044 0 0
UTi Worldwide Inc. COMMON STOCK G87210103 27,342 1,660,127 SH   SOLE   27,342 0 0
VCA Antech Inc. COMMON STOCK 918194101 29,779 1,141,407 SH   SOLE   29,779 0 0
VeriSign Inc. COMMON STOCK 92343E102 20,459 458,102 SH   SOLE   20,459 0 0
Verisk Analytics Inc COMMON STOCK 92345Y106 61,790 1,035,000 SH   SOLE   61,790 0 0
W&T Offshore Inc. COMMON STOCK 92922P106 105,333 7,371,076 SH   SOLE   105,333 0 0
Waste Management Inc COMMON STOCK 94106L109 195,802 4,855,000 SH   SOLE   195,802 0 0
WD-40 Co. COMMON STOCK 929236107 61,617 1,131,000 SH   SOLE   61,617 0 0
Wells Fargo & Co. COMMON STOCK 949746101 26,206 635,000 SH   SOLE   26,206 0 0
WhiteWave Foods Co. COMMON STOCK 966244105 163 10,000 SH   SOLE   163 0 0
Whole Foods Market COMMON STOCK 966837106 1,030 20,000 SH   SOLE   1,030 0 0