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
InterMune Inc., 2.50%, due 09/15/18 CONVERTIBLE 45884XAE3 643 500,000 PRN   SOLE   500,000 0 0
21Vianet Group Inc. (ADR) COMMON STOCK 90138A103 172 6,000 SH   SOLE   6,000 0 0
Abbott Laboratories COMMON STOCK 002824100 22,451 583,000 SH   SOLE   583,000 0 0
Accenture PLC COMMON STOCK G1151C101 152,489 1,912,809 SH   SOLE   1,912,809 0 0
ADT Corp. COMMON STOCK 00101J106 15,724 525,000 SH   SOLE   525,000 0 0
Agilent Technologies Inc. COMMON STOCK 00846U101 11,184 200,000 SH   SOLE   200,000 0 0
AGL Resources Inc. COMMON STOCK 001204106 94,546 1,931,086 SH   SOLE   1,931,086 0 0
Air Lease Corp. COMMON STOCK 00912X302 46,918 1,258,183 SH   SOLE   1,258,183 0 0
Allergan Inc. COMMON STOCK 018490102 328,019 2,643,164 SH   SOLE   2,643,164 0 0
Altera Corp. COMMON STOCK 021441100 32,616 900,000 SH   SOLE   900,000 0 0
Apple Inc. COMMON STOCK 037833100 382,300 712,262 SH   SOLE   712,262 0 0
Applied Materials Inc. COMMON STOCK 038222105 433,260 21,217,469 SH   SOLE   21,217,469 0 0
Autodesk Inc. COMMON STOCK 052769106 5,188 105,500 SH   SOLE   105,500 0 0
Blount International Inc. COMMON STOCK 095180105 31,751 2,668,154 SH   SOLE   2,668,154 0 0
C.H. Robinson Worldwide Inc. COMMON STOCK 12541W209 336,690 6,426,593 SH   SOLE   6,426,593 0 0
Cameron International Corp. COMMON STOCK 13342B105 5,899 95,500 SH   SOLE   95,500 0 0
Capital One Financial Corp. COMMON STOCK 14040H105 32,793 425,000 SH   SOLE   425,000 0 0
Cardinal Health Inc. COMMON STOCK 14149Y108 4,934 70,500 SH   SOLE   70,500 0 0
Charles Schwab Corp. COMMON STOCK 808513105 196,818 7,201,555 SH   SOLE   7,201,555 0 0
Checkpoint Systems Inc. COMMON STOCK 162825103 31,247 2,328,379 SH   SOLE   2,328,379 0 0
Ciena Corp. COMMON STOCK 171779309 50,747 2,231,631 SH   SOLE   2,231,631 0 0
Cisco Systems Inc. COMMON STOCK 17275R102 4,482 200,000 SH   SOLE   200,000 0 0
Citrix Systems Inc. COMMON STOCK 177376100 8,615 150,000 SH   SOLE   150,000 0 0
Compass Minerals International Inc. COMMON STOCK 20451N101 216,005 2,617,608 SH   SOLE   2,617,608 0 0
Compuware Corp. COMMON STOCK 205638109 27,525 2,621,394 SH   SOLE   2,621,394 0 0
Corning Inc. COMMON STOCK 219350105 14,054 675,000 SH   SOLE   675,000 0 0
CVS Caremark Corp. COMMON STOCK 126650100 236,876 3,164,261 SH   SOLE   3,164,261 0 0
Deere & Co. COMMON STOCK 244199105 9,080 100,000 SH   SOLE   100,000 0 0
DENTSPLY International Inc. COMMON STOCK 249030107 5,985 130,000 SH   SOLE   130,000 0 0
Discovery Communications Inc. COMMON STOCK 25470F104 5,789 70,000 SH   SOLE   70,000 0 0
Dominion Diamond Corp. COMMON STOCK 257287102 57,947 4,317,928 SH   SOLE   4,317,928 0 0
DR Horton Inc. COMMON STOCK 23331A109 18,403 850,000 SH   SOLE   850,000 0 0
Ecolab Inc. COMMON STOCK 278865100 2,268 21,000 SH   SOLE   21,000 0 0
Energen Corp. COMMON STOCK 29265N108 186,862 2,312,358 SH   SOLE   2,312,358 0 0
Energy XXI (Bermuda) Ltd. COMMON STOCK G10082140 17,864 757,904 SH   SOLE   757,904 0 0
Equifax Inc. COMMON STOCK 294429105 5,102 75,000 SH   SOLE   75,000 0 0
Equinix Inc. COMMON STOCK 29444U502 18,484 100,000 SH   SOLE   100,000 0 0
Essent Group Ltd. COMMON STOCK G3198U102 225 10,000 SH   SOLE   10,000 0 0
Expeditors International of Washington Inc. COMMON STOCK 302130109 234,395 5,914,592 SH   SOLE   5,914,592 0 0
Express Scripts Holding Co. COMMON STOCK 30219G108 16,895 225,000 SH   SOLE   225,000 0 0
EZchip Semiconductor Ltd. COMMON STOCK M4146Y108 39,684 1,565,457 SH   SOLE   1,565,457 0 0
FedEx Corp. COMMON STOCK 31428X106 7,954 60,000 SH   SOLE   60,000 0 0
Finisar Corp. COMMON STOCK 31787A507 42,079 1,587,278 SH   SOLE   1,587,278 0 0
First American Financial Corp. COMMON STOCK 31847R102 36,067 1,358,453 SH   SOLE   1,358,453 0 0
First Horizon National Corp. COMMON STOCK 320517105 5,245 425,000 SH   SOLE   425,000 0 0
Fiserv Inc. COMMON STOCK 337738108 5,669 100,000 SH   SOLE   100,000 0 0
Gentex Corp. COMMON STOCK 371901109 38,602 1,224,288 SH   SOLE   1,224,288 0 0
Gilead Sciences Inc. COMMON STOCK 375558103 186,942 2,638,187 SH   SOLE   2,638,187 0 0
Google Inc. COMMON STOCK 38259P508 167,732 150,503 SH   SOLE   150,503 0 0
Group 1 Automotive Inc. COMMON STOCK 398905109 17,268 262,987 SH   SOLE   262,987 0 0
Harman International Industries Inc. COMMON STOCK 413086109 21,288 200,071 SH   SOLE   200,071 0 0
Insperity Inc. COMMON STOCK 45778Q107 26,028 840,147 SH   SOLE   840,147 0 0
Intel Corp. COMMON STOCK 458140100 26,455 1,025,000 SH   SOLE   1,025,000 0 0
InterMune Inc. COMMON STOCK 45884X103 7,029 210,000 SH   SOLE   210,000 0 0
International Business Machine COMMON STOCK 459200101 51,010 265,000 SH   SOLE   265,000 0 0
Intuit Inc. COMMON STOCK 461202103 19,471 250,500 SH   SOLE   250,500 0 0
Iron Mountain Inc. COMMON STOCK 462846106 197,762 7,173,095 SH   SOLE   7,173,095 0 0
Knowles Corp. COMMON STOCK 49926D109 19,529 618,599 SH   SOLE   618,599 0 0
Lam Research Corp. COMMON STOCK 512807108 24,750 450,000 SH   SOLE   450,000 0 0
MasterCard Inc. COMMON STOCK 57636Q104 206,090 2,758,900 SH   SOLE   2,758,900 0 0
McCormick & Co. COMMON STOCK 579780206 174,873 2,437,598 SH   SOLE   2,437,598 0 0
MDU Resources Group Inc. COMMON STOCK 552690109 214,926 6,264,224 SH   SOLE   6,264,224 0 0
MICROS Systems Inc. COMMON STOCK 594901100 31,709 599,068 SH   SOLE   599,068 0 0
Mondelez International Inc. COMMON STOCK 609207105 316,491 9,160,384 SH   SOLE   9,160,384 0 0
Motorola Solutions Inc. COMMON STOCK 620076307 313,284 4,872,983 SH   SOLE   4,872,983 0 0
MRC Global Inc. COMMON STOCK 55345K103 35,205 1,305,819 SH   SOLE   1,305,819 0 0
National Oilwell Varco Inc. COMMON STOCK 637071101 222,650 2,859,244 SH   SOLE   2,859,244 0 0
Noble Corp. PLC COMMON STOCK G65431101 2,161 66,000 SH   SOLE   66,000 0 0
Nordstrom Inc. COMMON STOCK 655664100 5,339 85,500 SH   SOLE   85,500 0 0
Northwest Natural Gas Co. COMMON STOCK 667655104 92,062 2,091,838 SH   SOLE   2,091,838 0 0
Novartis AG (ADR) COMMON STOCK 66987V109 193,989 2,281,683 SH   SOLE   2,281,683 0 0
Novo-Nordisk A/S (ADR) COMMON STOCK 670100205 4,017 88,000 SH   SOLE   88,000 0 0
Orient-Express Hotels Ltd. COMMON STOCK G67743107 14,788 1,026,212 SH   SOLE   1,026,212 0 0
Patterson Companies Inc. COMMON STOCK 703395103 194,723 4,662,906 SH   SOLE   4,662,906 0 0
Pentair Ltd. COMMON STOCK H6169Q108 261,929 3,301,359 SH   SOLE   3,301,359 0 0
PepsiCo Inc. COMMON STOCK 713448108 247,078 2,959,021 SH   SOLE   2,959,021 0 0
PMC-Sierra Inc. COMMON STOCK 69344F106 24,674 3,242,319 SH   SOLE   3,242,319 0 0
Potash Corporation of Saskatch COMMON STOCK 73755L107 9,055 250,000 SH   SOLE   250,000 0 0
Praxair Inc. COMMON STOCK 74005P104 210,230 1,605,181 SH   SOLE   1,605,181 0 0
Procter & Gamble Co. COMMON STOCK 742718109 313,707 3,892,142 SH   SOLE   3,892,142 0 0
PulteGroup Inc. COMMON STOCK 745867101 35,794 1,865,245 SH   SOLE   1,865,245 0 0
QUALCOMM Inc. COMMON STOCK 747525103 297,395 3,771,175 SH   SOLE   3,771,175 0 0
Questar Corp. COMMON STOCK 748356102 225,223 9,471,097 SH   SOLE   9,471,097 0 0
Regal-Beloit Corp. COMMON STOCK 758750103 25,661 352,920 SH   SOLE   352,920 0 0
Riverbed Technology Inc. COMMON STOCK 768573107 96,240 4,882,814 SH   SOLE   4,882,814 0 0
Roche Holdings Ltd. (ADR) COMMON STOCK 771195104 25,650 680,000 SH   SOLE   680,000 0 0
SEI Investments Co. COMMON STOCK 784117103 7,058 210,000 SH   SOLE   210,000 0 0
Shaw Communications Inc. COMMON STOCK 82028K200 229,248 9,591,949 SH   SOLE   9,591,949 0 0
Spectra Energy Corp. COMMON STOCK 847560109 173,423 4,694,717 SH   SOLE   4,694,717 0 0
Synopsys Inc. COMMON STOCK 871607107 6,023 156,800 SH   SOLE   156,800 0 0
Sysco Corp. COMMON STOCK 871829107 205,323 5,682,892 SH   SOLE   5,682,892 0 0
Taiwan Semiconductor Manufactu COMMON STOCK 874039100 100 5,000 SH   SOLE   5,000 0 0
Target Corp. COMMON STOCK 87612E106 145,776 2,409,127 SH   SOLE   2,409,127 0 0
TCF Financial Corp. COMMON STOCK 872275102 31,518 1,891,824 SH   SOLE   1,891,824 0 0
Teleflex Inc. COMMON STOCK 879369106 178,507 1,664,561 SH   SOLE   1,664,561 0 0
Thermon Group Holdings Inc. COMMON STOCK 88362T103 14,415 621,880 SH   SOLE   621,880 0 0
Thomson Reuters Corp. COMMON STOCK 884903105 207,195 6,058,340 SH   SOLE   6,058,340 0 0
Toll Brothers Inc. COMMON STOCK 889478103 19,873 553,557 SH   SOLE   553,557 0 0
Trimble Navigation Ltd. COMMON STOCK 896239100 14,576 375,000 SH   SOLE   375,000 0 0
United Parcel Service Inc. COMMON STOCK 911312106 151,624 1,557,030 SH   SOLE   1,557,030 0 0
UTi Worldwide Inc. COMMON STOCK G87210103 32,962 3,112,553 SH   SOLE   3,112,553 0 0
VCA Inc. COMMON STOCK 918194101 37,145 1,152,497 SH   SOLE   1,152,497 0 0
VeriSign Inc. COMMON STOCK 92343E102 22,485 417,089 SH   SOLE   417,089 0 0
Verisk Analytics Inc. COMMON STOCK 92345Y106 124,075 2,069,295 SH   SOLE   2,069,295 0 0
Vivendi SA (ADR) COMMON STOCK 92852T201 13,966 500,000 SH   SOLE   500,000 0 0
W&T Offshore Inc. COMMON STOCK 92922P106 106,908 6,176,087 SH   SOLE   6,176,087 0 0
Waste Management Inc. COMMON STOCK 94106L109 192,232 4,569,331 SH   SOLE   4,569,331 0 0
WD-40 Co. COMMON STOCK 929236107 88,726 1,143,818 SH   SOLE   1,143,818 0 0
Wells Fargo & Co. COMMON STOCK 949746101 31,088 625,000 SH   SOLE   625,000 0 0
Xylem Inc. COMMON STOCK 98419M100 282,706 7,762,386 SH   SOLE   7,762,386 0 0