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
Exelixis Inc., 4.25%, due 08/15/19 CONVERTIBLE 30161QAC8 315 550,000 PRN   SOLE   550,000 0 0
21Vianet Group Inc. (ADR) COMMON STOCK 90138A103 126 7,000 SH   SOLE   7,000 0 0
Accenture PLC COMMON STOCK G1151C101 176,428 2,169,552 SH   SOLE   2,169,552 0 0
Agilent Technologies Inc. COMMON STOCK 00846U101 11,396 200,000 SH   SOLE   200,000 0 0
AGL Resources Inc. COMMON STOCK 001204106 99,527 1,938,586 SH   SOLE   1,938,586 0 0
Air Lease Corp. COMMON STOCK 00912X302 41,379 1,273,211 SH   SOLE   1,273,211 0 0
Alibaba Group (ADR) COMMON STOCK 01609W102 89 1,000 SH   SOLE   1,000 0 0
Allergan Inc. COMMON STOCK 018490102 535,277 3,003,965 SH   SOLE   3,003,965 0 0
Altera Corp. COMMON STOCK 021441100 42,936 1,200,000 SH   SOLE   1,200,000 0 0
Apple Inc. COMMON STOCK 037833100 407,181 4,041,502 SH   SOLE   4,041,502 0 0
Applied Materials Inc. COMMON STOCK 038222105 458,079 21,197,532 SH   SOLE   21,197,532 0 0
Autodesk Inc. COMMON STOCK 052769106 5,813 105,500 SH   SOLE   105,500 0 0
Belmond Ltd. COMMON STOCK G1154H107 21,869 1,875,561 SH   SOLE   1,875,561 0 0
Blount International Inc. COMMON STOCK 095180105 27,003 1,784,718 SH   SOLE   1,784,718 0 0
C.H. Robinson Worldwide Inc. COMMON STOCK 12541W209 59,691 900,050 SH   SOLE   900,050 0 0
Calgon Carbon Corp. COMMON STOCK 129603106 3,044 157,059 SH   SOLE   157,059 0 0
Cameron International Corp. COMMON STOCK 13342B105 5,861 88,300 SH   SOLE   88,300 0 0
Capital One Financial Corp. COMMON STOCK 14040H105 32,648 400,000 SH   SOLE   400,000 0 0
Cardinal Health Inc. COMMON STOCK 14149Y108 7,117 95,000 SH   SOLE   95,000 0 0
Charles Schwab Corp. COMMON STOCK 808513105 242,514 8,251,569 SH   SOLE   8,251,569 0 0
Checkpoint Systems Inc. COMMON STOCK 162825103 34,656 2,833,695 SH   SOLE   2,833,695 0 0
Ciena Corp. COMMON STOCK 171779309 39,125 2,340,000 SH   SOLE   2,340,000 0 0
Citrix Systems Inc. COMMON STOCK 177376100 10,701 150,000 SH   SOLE   150,000 0 0
Compass Minerals International Inc. COMMON STOCK 20451N101 194,448 2,307,171 SH   SOLE   2,307,171 0 0
Compuware Corp. COMMON STOCK 205638109 178 16,743 SH   SOLE   16,743 0 0
Corning Inc. COMMON STOCK 219350105 13,055 675,000 SH   SOLE   675,000 0 0
CVS Health Corp. COMMON STOCK 126650100 281,618 3,538,361 SH   SOLE   3,538,361 0 0
DR Horton Inc. COMMON STOCK 23331A109 17,442 850,000 SH   SOLE   850,000 0 0
Deere & Co. COMMON STOCK 244199105 820 10,000 SH   SOLE   10,000 0 0
DENTSPLY International Inc. COMMON STOCK 249030107 7,296 160,000 SH   SOLE   160,000 0 0
Dominion Diamond Corp. COMMON STOCK 257287102 55,950 3,929,078 SH   SOLE   3,929,078 0 0
eBay Inc. COMMON STOCK 278642103 311,956 5,508,677 SH   SOLE   5,508,677 0 0
Ecolab Inc. COMMON STOCK 278865100 2,411 21,000 SH   SOLE   21,000 0 0
Energen Corp. COMMON STOCK 29265N108 169,537 2,346,854 SH   SOLE   2,346,854 0 0
Energy XXI (Bermuda) Ltd. COMMON STOCK G10082140 29,500 2,599,112 SH   SOLE   2,599,112 0 0
Equifax Inc. COMMON STOCK 294429105 5,606 75,000 SH   SOLE   75,000 0 0
Equinix Inc. COMMON STOCK 29444U502 21,248 100,000 SH   SOLE   100,000 0 0
Essent Group Ltd. COMMON STOCK G3198U102 37,497 1,751,377 SH   SOLE   1,751,377 0 0
Expeditors International of Washington Inc. COMMON STOCK 302130109 244,567 6,026,782 SH   SOLE   6,026,782 0 0
Express Scripts Holdings Co. COMMON STOCK 30219G108 2,472 35,000 SH   SOLE   35,000 0 0
EZchip Semiconductor Ltd. COMMON STOCK M4146Y108 15,678 650,000 SH   SOLE   650,000 0 0
Finisar Corp. COMMON STOCK 31787A507 14,967 900,000 SH   SOLE   900,000 0 0
First American Financial Corp. COMMON STOCK 31847R102 27,844 1,026,706 SH   SOLE   1,026,706 0 0
First Horizon National Corp. COMMON STOCK 320517105 44,744 3,643,669 SH   SOLE   3,643,669 0 0
Fiserv Inc. COMMON STOCK 337738108 6,464 100,000 SH   SOLE   100,000 0 0
GenMark Diagnostics Inc. COMMON STOCK 372309104 12,305 1,371,829 SH   SOLE   1,371,829 0 0
Gentex Corp. COMMON STOCK 371901109 25,010 934,250 SH   SOLE   934,250 0 0
Gilead Sciences Inc. COMMON STOCK 375558103 358,022 3,363,291 SH   SOLE   3,363,291 0 0
Google Inc., Class A COMMON STOCK 38259P508 88,499 150,404 SH   SOLE   150,404 0 0
Google Inc., Class C COMMON STOCK 38259P706 87,239 151,099 SH   SOLE   151,099 0 0
Graco Inc. COMMON STOCK 384109104 10,392 142,396 SH   SOLE   142,396 0 0
Group 1 Automotive Inc. COMMON STOCK 398905109 25,320 348,235 SH   SOLE   348,235 0 0
Harman International Industries Inc. COMMON STOCK 413086109 10,210 104,140 SH   SOLE   104,140 0 0
International Business Machine COMMON STOCK 459200101 54,102 285,000 SH   SOLE   285,000 0 0
Insperity Inc. COMMON STOCK 45778Q107 27,218 995,541 SH   SOLE   995,541 0 0
Intel Corp. COMMON STOCK 458140100 22,633 650,000 SH   SOLE   650,000 0 0
Intuit Inc. COMMON STOCK 461202103 17,653 201,400 SH   SOLE   201,400 0 0
Iron Mountain Inc. COMMON STOCK 462846106 302,902 9,277,250 SH   SOLE   9,277,250 0 0
Lam Research Corp. COMMON STOCK 512807108 33,615 450,000 SH   SOLE   450,000 0 0
Linear Technology Corp. COMMON STOCK 535678106 120 2,700 SH   SOLE   2,700 0 0
LinkedIn Corp. COMMON STOCK 53578A108 8,312 40,000 SH   SOLE   40,000 0 0
MasterCard Inc., Class A COMMON STOCK 57636Q104 204,816 2,770,778 SH   SOLE   2,770,778 0 0
McCormick & Co. COMMON STOCK 579780206 173,812 2,598,083 SH   SOLE   2,598,083 0 0
MDU Resources Group Inc. COMMON STOCK 552690109 224,053 8,056,578 SH   SOLE   8,056,578 0 0
Mindray Medic (ADR) COMMON STOCK 602675100 90 3,000 SH   SOLE   3,000 0 0
Mondelez International Inc. COMMON STOCK 609207105 315,329 9,202,668 SH   SOLE   9,202,668 0 0
Motorola Solutions Inc. COMMON STOCK 620076307 430,963 6,810,409 SH   SOLE   6,810,409 0 0
MRC Global Inc. COMMON STOCK 55345K103 37,685 1,615,974 SH   SOLE   1,615,974 0 0
National Oilwell Varco Inc. COMMON STOCK 637071101 256,841 3,375,050 SH   SOLE   3,375,050 0 0
Noble Corp. PLC COMMON STOCK G65431101 1,467 66,000 SH   SOLE   66,000 0 0
Nordstrom Inc. COMMON STOCK 655664100 5,846 85,500 SH   SOLE   85,500 0 0
Northwest Natural Gas Co. COMMON STOCK 667655104 103,703 2,454,498 SH   SOLE   2,454,498 0 0
Novartis AG (ADR) COMMON STOCK 66987V109 257,604 2,736,688 SH   SOLE   2,736,688 0 0
Patterson Companies Inc. COMMON STOCK 703395103 293,852 7,092,743 SH   SOLE   7,092,743 0 0
Pentair PLC COMMON STOCK G7S00T104 369,657 5,644,487 SH   SOLE   5,644,487 0 0
PepsiCo Inc. COMMON STOCK 713448108 276,535 2,970,615 SH   SOLE   2,970,615 0 0
Perrigo Co. PLC COMMON STOCK G97822103 171,664 1,142,979 SH   SOLE   1,142,979 0 0
PMC-Sierra Inc. COMMON STOCK 69344F106 10,188 1,365,737 SH   SOLE   1,365,737 0 0
Potash Corp. COMMON STOCK 73755L107 12,096 350,000 SH   SOLE   350,000 0 0
Praxair Inc. COMMON STOCK 74005P104 255,044 1,977,087 SH   SOLE   1,977,087 0 0
Procter & Gamble Co. COMMON STOCK 742718109 365,219 4,361,345 SH   SOLE   4,361,345 0 0
PulteGroup Inc. COMMON STOCK 745867101 20,309 1,150,000 SH   SOLE   1,150,000 0 0
QUALCOMM INC. COMMON STOCK 747525103 391,960 5,242,209 SH   SOLE   5,242,209 0 0
Questar Corp. COMMON STOCK 748356102 211,545 9,490,569 SH   SOLE   9,490,569 0 0
Regal-Beloit Corp. COMMON STOCK 758750103 22,677 352,944 SH   SOLE   352,944 0 0
Roche Holdings Ltd. (ADR) COMMON STOCK 771195104 10,357 280,000 SH   SOLE   280,000 0 0
SEI Investments Co. COMMON STOCK 784117103 20,345 562,632 SH   SOLE   562,632 0 0
Shaw Communications Inc. COMMON STOCK 82028K200 242,620 9,914,999 SH   SOLE   9,914,999 0 0
Sirona Dental Systms Inc. COMMON STOCK 82966C103 11,161 145,558 SH   SOLE   145,558 0 0
Sotheby's COMMON STOCK 835898107 19,321 540,905 SH   SOLE   540,905 0 0
Spectra Energy Corp. COMMON STOCK 847560109 185,084 4,714,308 SH   SOLE   4,714,308 0 0
Synopsys Inc. COMMON STOCK 871607107 6,224 156,800 SH   SOLE   156,800 0 0
Sysco Corp. COMMON STOCK 871829107 263,195 6,935,315 SH   SOLE   6,935,315 0 0
Taiwan Semiconductor Manufacturing Co., LTD. (ADR) COMMON STOCK 874039100 212 10,500 SH   SOLE   10,500 0 0
Target Corp. COMMON STOCK 87612E106 28,206 450,000 SH   SOLE   450,000 0 0
TCF Financial Corp. COMMON STOCK 872275102 15,273 983,440 SH   SOLE   983,440 0 0
Teleflex Inc. COMMON STOCK 879369106 174,761 1,663,761 SH   SOLE   1,663,761 0 0
Thermon Group Holdings Inc. COMMON STOCK 88362T103 19,213 786,770 SH   SOLE   786,770 0 0
Thomson Reuters Corp. COMMON STOCK 884903105 260,669 7,159,268 SH   SOLE   7,159,268 0 0
Toll Brothers Inc. COMMON STOCK 889478103 7,634 245,000 SH   SOLE   245,000 0 0
United Parcel Service Inc. COMMON STOCK 911312106 235,901 2,400,046 SH   SOLE   2,400,046 0 0
UTi Worldwide Inc. COMMON STOCK G87210103 36,528 3,436,329 SH   SOLE   3,436,329 0 0
VCA Inc. COMMON STOCK 918194101 11,396 289,757 SH   SOLE   289,757 0 0
VeriSign Inc. COMMON STOCK 92343E102 11,486 208,384 SH   SOLE   208,384 0 0
Verisk Analytics Inc., Class A COMMON STOCK 92345Y106 201,474 3,308,823 SH   SOLE   3,308,823 0 0
W.W. Grainger Inc. COMMON STOCK 384802104 252 1,000 SH   SOLE   1,000 0 0
Waste Management Inc. COMMON STOCK 94106L109 218,102 4,588,722 SH   SOLE   4,588,722 0 0
WD-40 Co. COMMON STOCK 929236107 84,580 1,244,549 SH   SOLE   1,244,549 0 0
Wells Fargo & Co. COMMON STOCK 949746101 32,419 625,000 SH   SOLE   625,000 0 0
Whole Foods Market Inc. COMMON STOCK 966837106 54,688 1,435,000 SH   SOLE   1,435,000 0 0
Xylem Inc. COMMON STOCK 98419M100 276,246 7,783,771 SH   SOLE   7,783,771 0 0