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
21Vianet Group Inc. (ADR) COMMON STOCK 90138A103 195 6,500 SH   SOLE   6,500 0 0
Abbott Laboratories COMMON STOCK 002824100 23,845 583,000 SH   SOLE   583,000 0 0
Accenture PLC COMMON STOCK G1151C101 175,387 2,169,552 SH   SOLE   2,169,552 0 0
Agilent Technologies Inc. COMMON STOCK 00846U101 11,488 200,000 SH   SOLE   200,000 0 0
AGL Resources Inc. COMMON STOCK 001204106 106,680 1,938,586 SH   SOLE   1,938,586 0 0
Air Lease Corp. COMMON STOCK 00912X302 49,120 1,273,193 SH   SOLE   1,273,193 0 0
Allergan Inc. COMMON STOCK 018490102 464,230 2,743,352 SH   SOLE   2,743,352 0 0
Altera Corp. COMMON STOCK 021441100 38,236 1,100,000 SH   SOLE   1,100,000 0 0
Apple Inc. COMMON STOCK 037833100 432,582 4,654,920 SH   SOLE   4,654,920 0 0
Applied Materials Inc. COMMON STOCK 038222105 479,676 21,271,650 SH   SOLE   21,271,650 0 0
Autodesk Inc. COMMON STOCK 052769106 5,948 105,500 SH   SOLE   105,500 0 0
Belmond Ltd. COMMON STOCK G1154H107 25,199 1,733,079 SH   SOLE   1,733,079 0 0
Blount International Inc. COMMON STOCK 095180105 37,900 2,686,008 SH   SOLE   2,686,008 0 0
C.H. Robinson Worldwide Inc. COMMON STOCK 12541W209 319,642 5,010,850 SH   SOLE   5,010,850 0 0
Calgon Carbon Corp. COMMON STOCK 129603106 3,507 157,059 SH   SOLE   157,059 0 0
Cameron International Corp. COMMON STOCK 13342B105 6,466 95,500 SH   SOLE   95,500 0 0
Capital One Financial Corp. COMMON STOCK 14040H105 33,040 400,000 SH   SOLE   400,000 0 0
Cardinal Health Inc. COMMON STOCK 14149Y108 6,513 95,000 SH   SOLE   95,000 0 0
Charles Schwab Corp. COMMON STOCK 808513105 222,214 8,251,555 SH   SOLE   8,251,555 0 0
Checkpoint Systems Inc. COMMON STOCK 162825103 35,296 2,522,948 SH   SOLE   2,522,948 0 0
Ciena Corp. COMMON STOCK 171779309 47,652 2,200,000 SH   SOLE   2,200,000 0 0
Cisco Systems Inc. COMMON STOCK 17275R102 4,970 200,000 SH   SOLE   200,000 0 0
Citrix Systems Inc. COMMON STOCK 177376100 9,383 150,000 SH   SOLE   150,000 0 0
Compass Minerals International Inc. COMMON STOCK 20451N101 229,588 2,398,034 SH   SOLE   2,398,034 0 0
Compuware Corp. COMMON STOCK 205638109 29,983 3,001,344 SH   SOLE   3,001,344 0 0
Corning Inc. COMMON STOCK 219350105 14,816 675,000 SH   SOLE   675,000 0 0
CVS Caremark Corp. COMMON STOCK 126650100 266,686 3,538,361 SH   SOLE   3,538,361 0 0
Deere & Co. COMMON STOCK 244199105 9,055 100,000 SH   SOLE   100,000 0 0
DENTSPLY International Inc. COMMON STOCK 249030107 7,434 157,000 SH   SOLE   157,000 0 0
Discovery Communications Inc. COMMON STOCK 25470F104 29,341 395,000 SH   SOLE   395,000 0 0
Dominion Diamond Corp. COMMON STOCK 257287102 62,214 4,305,488 SH   SOLE   4,305,488 0 0
DR Horton Inc. COMMON STOCK 23331A109 20,893 850,000 SH   SOLE   850,000 0 0
Ecolab Inc. COMMON STOCK 278865100 2,338 21,000 SH   SOLE   21,000 0 0
Energen Corp. COMMON STOCK 29265N108 206,385 2,322,058 SH   SOLE   2,322,058 0 0
Energy XXI (Bermuda) Ltd. COMMON STOCK G10082140 29,312 1,240,474 SH   SOLE   1,240,474 0 0
Equifax Inc. COMMON STOCK 294429105 5,441 75,000 SH   SOLE   75,000 0 0
Equinix Inc. COMMON STOCK 29444U502 21,009 100,000 SH   SOLE   100,000 0 0
Essent Group Ltd. COMMON STOCK G3198U102 29,339 1,460,395 SH   SOLE   1,460,395 0 0
Expeditors International of Washington Inc. COMMON STOCK 302130109 262,169 5,936,792 SH   SOLE   5,936,792 0 0
Express Scripts Holding Co. COMMON STOCK 30219G108 15,946 230,000 SH   SOLE   230,000 0 0
EZchip Semiconductor Ltd. COMMON STOCK M4146Y108 18,039 700,000 SH   SOLE   700,000 0 0
FedEx Corp. COMMON STOCK 31428X106 9,083 60,000 SH   SOLE   60,000 0 0
Finisar Corp. COMMON STOCK 31787A507 15,800 800,000 SH   SOLE   800,000 0 0
First American Financial Corp. COMMON STOCK 31847R102 30,616 1,101,706 SH   SOLE   1,101,706 0 0
First Horizon National Corp. COMMON STOCK 320517105 35,425 2,986,912 SH   SOLE   2,986,912 0 0
Fiserv Inc. COMMON STOCK 337738108 6,032 100,000 SH   SOLE   100,000 0 0
GenMark Diagnostics Inc. COMMON STOCK 372309104 28,658 2,118,127 SH   SOLE   2,118,127 0 0
Gentex Corp. COMMON STOCK 371901109 27,322 939,228 SH   SOLE   939,228 0 0
Gilead Sciences Inc. COMMON STOCK 375558103 278,851 3,363,296 SH   SOLE   3,363,296 0 0
Google Inc., Class A COMMON STOCK 38259P508 87,937 150,404 SH   SOLE   150,404 0 0
Google Inc., Class C COMMON STOCK 38259P706 86,924 151,099 SH   SOLE   151,099 0 0
Graco Inc. COMMON STOCK 384109104 11,029 141,253 SH   SOLE   141,253 0 0
Group 1 Automotive Inc. COMMON STOCK 398905109 24,375 289,109 SH   SOLE   289,109 0 0
Harman International Industries Inc. COMMON STOCK 413086109 11,241 104,640 SH   SOLE   104,640 0 0
Insperity Inc. COMMON STOCK 45778Q107 33,932 1,028,240 SH   SOLE   1,028,240 0 0
Intel Corp. COMMON STOCK 458140100 20,085 650,000 SH   SOLE   650,000 0 0
InterMune Inc. COMMON STOCK 45884X103 9,272 210,000 SH   SOLE   210,000 0 0
International Business Machine COMMON STOCK 459200101 51,662 285,000 SH   SOLE   285,000 0 0
Intuit Inc. COMMON STOCK 461202103 16,952 210,500 SH   SOLE   210,500 0 0
Iron Mountain Inc. COMMON STOCK 462846106 271,741 7,665,475 SH   SOLE   7,665,475 0 0
Lam Research Corp. COMMON STOCK 512807108 30,411 450,000 SH   SOLE   450,000 0 0
MasterCard Inc., Class A COMMON STOCK 57636Q104 203,569 2,770,783 SH   SOLE   2,770,783 0 0
McCormick & Co. COMMON STOCK 579780206 184,209 2,573,110 SH   SOLE   2,573,110 0 0
MDU Resources Group Inc. COMMON STOCK 552690109 225,365 6,420,668 SH   SOLE   6,420,668 0 0
MICROS SYSTEMS INC COMMON STOCK 594901100 7 98 SH   SOLE   98 0 0
Mondelez International Inc. COMMON STOCK 609207105 345,853 9,195,771 SH   SOLE   9,195,771 0 0
Motorola Solutions Inc. COMMON STOCK 620076307 335,737 5,043,365 SH   SOLE   5,043,365 0 0
MRC Global Inc. COMMON STOCK 55345K103 41,471 1,465,920 SH   SOLE   1,465,920 0 0
National Oilwell Varco Inc. COMMON STOCK 637071101 277,894 3,374,544 SH   SOLE   3,374,544 0 0
Noble Corp. PLC COMMON STOCK G65431101 2,215 66,000 SH   SOLE   66,000 0 0
Nordstrom Inc. COMMON STOCK 655664100 5,808 85,500 SH   SOLE   85,500 0 0
Northwest Natural Gas Co. COMMON STOCK 667655104 110,403 2,341,529 SH   SOLE   2,341,529 0 0
Novartis AG (ADR) COMMON STOCK 66987V109 245,618 2,713,110 SH   SOLE   2,713,110 0 0
Novo-Nordisk A/S (ADR) COMMON STOCK 670100205 4,065 88,000 SH   SOLE   88,000 0 0
Patterson Companies Inc. COMMON STOCK 703395103 277,036 7,011,798 SH   SOLE   7,011,798 0 0
Pentair PLC COMMON STOCK G7S00T104 292,660 4,057,953 SH   SOLE   4,057,953 0 0
PepsiCo Inc. COMMON STOCK 713448108 265,440 2,971,121 SH   SOLE   2,971,121 0 0
PMC-Sierra Inc. COMMON STOCK 69344F106 20,922 2,749,288 SH   SOLE   2,749,288 0 0
Potash Corporation of Saskatch COMMON STOCK 73755L107 13,286 350,000 SH   SOLE   350,000 0 0
Praxair Inc. COMMON STOCK 74005P104 262,582 1,976,681 SH   SOLE   1,976,681 0 0
Procter & Gamble Co. COMMON STOCK 742718109 342,640 4,359,837 SH   SOLE   4,359,837 0 0
PulteGroup Inc. COMMON STOCK 745867101 23,184 1,150,000 SH   SOLE   1,150,000 0 0
QUALCOMM Inc. COMMON STOCK 747525103 330,491 4,172,871 SH   SOLE   4,172,871 0 0
Questar Corp. COMMON STOCK 748356102 232,081 9,358,087 SH   SOLE   9,358,087 0 0
Regal-Beloit Corp. COMMON STOCK 758750103 27,726 352,934 SH   SOLE   352,934 0 0
Roche Holdings Ltd. (ADR) COMMON STOCK 771195104 27,229 730,000 SH   SOLE   730,000 0 0
SEI Investments Co. COMMON STOCK 784117103 18,673 569,824 SH   SOLE   569,824 0 0
Shaw Communications Inc. COMMON STOCK 82028K200 254,489 9,917,713 SH   SOLE   9,917,713 0 0
Sirona Dental Systems Inc. COMMON STOCK 82966C103 11,334 137,452 SH   SOLE   137,452 0 0
Spectra Energy Corp. COMMON STOCK 847560109 200,264 4,714,317 SH   SOLE   4,714,317 0 0
Synopsys Inc. COMMON STOCK 871607107 6,087 156,800 SH   SOLE   156,800 0 0
Sysco Corp. COMMON STOCK 871829107 252,237 6,735,296 SH   SOLE   6,735,296 0 0
Taiwan Semiconductor Manufacturing Co., LTD. (ADR) COMMON STOCK 874039100 139 6,500 SH   SOLE   6,500 0 0
Target Corp. COMMON STOCK 87612E106 22,021 380,000 SH   SOLE   380,000 0 0
TCF Financial Corp. COMMON STOCK 872275102 25,727 1,571,617 SH   SOLE   1,571,617 0 0
Teleflex Inc. COMMON STOCK 879369106 175,735 1,664,161 SH   SOLE   1,664,161 0 0
Thermon Group Holdings Inc. COMMON STOCK 88362T103 23,301 885,296 SH   SOLE   885,296 0 0
Thomson Reuters Corp. COMMON STOCK 884903105 259,762 7,144,158 SH   SOLE   7,144,158 0 0
Toll Brothers Inc. COMMON STOCK 889478103 9,041 245,000 SH   SOLE   245,000 0 0
Trimble Navigation Ltd. COMMON STOCK 896239100 13,856 375,000 SH   SOLE   375,000 0 0
United Parcel Service Inc. COMMON STOCK 911312106 246,327 2,399,446 SH   SOLE   2,399,446 0 0
UTi Worldwide Inc. COMMON STOCK G87210103 36,901 3,568,747 SH   SOLE   3,568,747 0 0
VCA Inc. COMMON STOCK 918194101 25,577 728,884 SH   SOLE   728,884 0 0
VeriSign Inc. COMMON STOCK 92343E102 15,096 309,279 SH   SOLE   309,279 0 0
Verisk Analytics Inc., Class A COMMON STOCK 92345Y106 188,820 3,145,945 SH   SOLE   3,145,945 0 0
Vivendi SA (ADR) COMMON STOCK 92852T201 11,614 475,000 SH   SOLE   475,000 0 0
Waste Management Inc. COMMON STOCK 94106L109 205,254 4,588,731 SH   SOLE   4,588,731 0 0
WD-40 Co. COMMON STOCK 929236107 89,051 1,183,870 SH   SOLE   1,183,870 0 0
Wells Fargo & Co. COMMON STOCK 949746101 32,850 625,000 SH   SOLE   625,000 0 0
Whole Foods Market Inc. COMMON STOCK 966837106 7,726 200,000 SH   SOLE   200,000 0 0
Xylem Inc. COMMON STOCK 98419M100 304,190 7,783,786 SH   SOLE   7,783,786 0 0